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Forum Overview

The Steering Committee welcomes up to 48 leading tax, estate planning and estate litigation professionals from prominent law and accounting firms across Canada. This 2nd Generation Forum is part of the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards practitioners that have between 15 – 24 years of experience in this field.​

 

Using candid, seminar-style discussion at this annual meeting, the group examines trends and developments in every jurisdiction and engages in meaningful dialogue on the most pressing issues facing their clients today.

2026 Steering Committee

This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.

Committee Co-Chairs

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Sathees Ratnam
PwC Toronto, ON

Toronto, ON

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Amanda J. Stacey
Miller Thomson LLP Toronto, ON & Vancouver, BC

Toronto, ON & Vancouver, BC

Committee Members

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Mike Dolson
McCarthy Tétrault LLP Toronto, ON

Toronto, ON

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Amanda S.A. Doucette
Stevenson Hood Thornton Beaubier LLP Saskatoon, SK

Saskatoon, SK

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Héléna Gagné
Osler, Hoskin & Harcourt LLP Montréal, QC

Montréal, QC

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Curtis Marble
Carbert Waite LLP Calgary, AB

Calgary, AB

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Kathleen McDormand
Borden Ladner Gervais LLP Ottawa, ON

Ottawa, ON

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Ingrid M. Tsui
Alexander Holburn Beaudin & Lang LLP Vancouver, BC

Vancouver, BC

Forum Director

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Sydnie Butz
Cambridge Forums Inc. Toronto, ON

Toronto, ON

Sydnie holds a Bachelor’s Degree with an Honours Specialization in Political Science from Western University in London, ON. Prior to joining Cambridge Forums in 2020, she previously worked at the Ivey Business School, supporting alumni relations and developing expertise in project management, client relations, and organizational excellence. Known for her attention to detail and commitment to delivering exceptional experiences, Sydnie brings professionalism and enthusiasm to every project. Outside of work, she enjoys travelling, trying new recipes, and attending fitness classes.

Sydnie holds a Bachelor’s Degree with an Honours Specialization in Political Science from Western University in London, ON. Prior to joining Cambridge Forums in 2020, she previously worked at the Ivey Business School, supporting alumni relations and developing expertise in project management, client relations, and organizational excellence. Known for her attention to detail and commitment to delivering exceptional experiences, Sydnie brings professionalism and enthusiasm to every project. Outside of work, she enjoys travelling, trying new recipes, and attending fitness classes.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent estate planning, litigation and tax professionals across Canada.

STILL UNSURE? Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Sydnie Butz

Forum Director