Dates: May 5 - 7, 2024
Location: Montréal, Québec
The Steering Committee welcomes up to 48 leading tax, estate planning and estate litigation professionals from across Canada. This 3rd Generation Forum is the latest addition to the Cambridge Forums ‘Estates & Trusts’ series. It is geared towards the next cohort of practitioners that have between 7 – 14 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.
This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Brenna joins Cambridge Forums with 20 years of experience in events, fundraising, and development. She has spent most of her career in the music industry, working for the Canadian Academy of Recording Arts & Sciences, overseeing the planning of high-profile events like the JUNO awards. Most recently, she launched a successful national advocacy campaign for the live music sector resulting in significant relief funding from the federal government. Her early career involved raising funds and executing events for non-profit organizations and foundations, including the University of Toronto and the Ireland Fund of Canada. Brenna looks forward to her role as Forum Director to blend her experience and passion for bringing people together and fostering meaningful connections. She is a mother of two, a fitness enthusiast, and is best known for her sense of humour.
Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders in in tax, estate planning and litigation across Canada.
"I particularly enjoyed the format of the Forum - a pleasant departure from the usual "talking head" format of conferences. The opportunity to engage in meaningful discussion with colleagues across the country made for an enjoyable few days. I am full of ideas and information to bring back and implement within my own practice."Amanda S.A. Doucette Partner Stevenson Hood Thorton Beaubier LLP Saskatoon, SK
"Thought provoking, enriching, discussions amongst colleagues across provinces and jurisdictions, in a friendly open-minded environment. The connections made the discussions and takeaways so great. The format of discussions, instead of presentations, is unique, and I found it to be extremely effective. There was real participation by all participants. I also really liked the small group. Everyone had an opportunity to talk and get to know each other."Yasmin M. Vinograd Managing Partner Merovitz Potechin LLP Ottawa, ON
"This has been a fantastic experience. An immeasurable learning opportunity to learn from colleagues across the country."Raphael Tachie Partner Gowling WLG Toronto, ON
The Steering Committee would like to thank the following sponsor for their support of the Forum for Senior Estates & Trusts Practitioners – 3rd Generation.
Please click the logo below to learn more about our Sponsor.