Lunch & Learn: Financial Statements and Disclosure

Financial Statements and disclosure– a structured exploration of ideas with Terri McDougall, Cameron Shouldice, and Cori Kalinowski about how to meet the disclosure obligations in law without alienating clients who don’t see the need.  How Collaborative Financial and Legal Professionals work together to meet disclosure requirements.

CPT invites you to a free lunch & learn for members only on August 14, 2019 at 12:30 to 2:00 p.m. at a new, larger, venue located at 130 King Street West, suite 2300 (Office of Nathalie Boutet). Registration is limited so RSVP as soon as possible to reserve your spot.

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