SR&ED Strategies for 2026: Practical Tactics for Bigger Refunds

With recent 2025 budget changes and higher limits, many innovative companies can now claim more — but only if their process, documentation, and strategy are aligned. In this practical and interactive session, you’ll learn how to tighten your SR&ED approach, improve claim quality, and avoid leaving money on the table.

This session is ideal for startups, scaleups, and innovation-driven companies that want bigger refunds, a cleaner process, and a clear SR&ED plan for 2026.

Bring your questions and leave with actionable tactics you can apply immediately.

What You’ll Learn

• What actually qualifies for SR&ED — and what does not
• How the 2025 SR&ED rule changes impact your claim size
• Practical ways to document projects that lead to higher refunds
• Common mistakes that reduce claims and how to avoid them
• How to build a repeatable SR&ED process that scales with your business

Who Should Attend

• Startup founders and executives
• Finance, operations, and technical leads
• Companies investing in R&D or product development
• Anyone planning to file an SR&ED claim in 2026

About the Speaker

Lauren Valliere is the Co-Founder and Managing Partner at GrowWise, where she helps innovative companies navigate SR&ED with confidence. With a background in operations and technical project leadership, Lauren specializes in making the SR&ED process simpler, cleaner, and stress-free for teams of all sizes.

Free (registration required)