Collaborate. Educate. 
Execute.

sophicu is more than a professional development program dedicated to providing a unique learning experience in the format of seminars, webinars or interactive panel discussions.

Attend via
WEBINAR or live.

Very experienced and specialized speakers to educate and work with you.

November 29, 2022

11:00 a.m.

1 CPD Hours

$44

Tax Smart Investing for Business Owners

In affiliation with GTA Accountants & Finance Network.
Join Tina Tehranchian of Assante Capital Management Ltd. for an analysis of the complexities of business succession planning.

December 1, 2022

12:00 p.m.

2 CPD Ethics Hours

$170

Ethics and Public Practice

In affiliation with GTA Accountants & Finance Network.
This course will include a detailed review of the Code of Conduct in Ontario.

November 30, 2022

1:00 p.m.

1 CPD Hours

$44

Life Insurance: The Wealth Tax Shelter and Estate Enhancement Solution

In affiliation with GTA Accountants & Finance Network.
This presentation will show how to implement life insurance concepts for clients based on their various needs.

December 2, 2022

1:00 p.m.

3 CPD Hours

$199

Quality Management – Getting ready to apply the new quality management standards (CSQM1 & 2, CAS220)

In affiliation with GTA Accountants & Finance Network.
Firms performing assurance engagements, other assurance or related services engagements, including compilation engagements, will be required to have systems of quality management designed and implemented in accordance with CSQM1 by Dec 15, 2022.

Mon, Apr 4, 2022

sophicu and EY Canada’s Tax Publishing Group are happy to announce our new joint marketing arrangement.

 
Upcoming Events
What's New

Tue, Apr 12, 2022

sophicu announces a new sponsorship with Corpay, a North American Network of Professionals.

 

About

The sophicu advantage

 

sophicu is more than a professional development program dedicated to providing a unique learning experience in the format of seminars, webinars, or interactive panel discussions. Our vision is to allow professionals to exchange ideas and generate business for each other. Target subjects are in estate planning, trusts, succession planning, owner/manager issues, capital structures and real estate.

Our mission is to meet our professional development obligations and connect sponsors, speakers and attendees for the purpose of business development.

The questions we asked ourselves:
 

  • Why do speakers present? They want to impart knowledge, but also their business development.

  • How are sponsors involved? Much like speakers, they may want to present or market their services. 
     

  • What do attendees want? They want their PD hours, they want to learn, they want expert resources, they want to improve their operations and ultimately it ties into their own financial performance.
     

  • What does sophicu want? The same as what speakers, sponsors and attendees want.

What will our focus be? We’ve always believed tax, money and communication are critical areas to be focused on.
 

  • Tax in the sense that all companies, owners, employees are looking for ways to minimize tax obligations. It’s not always the most highlighted topic by CFO’s, but in the background is always closely scrutinized.
     

  • When we refer to money, we think of capital structures, equity, debt and funding.

  • Communication is about leadership, management and execution, the soft skills that turn the technical knowledge into success.

 


So how can sophicu assist in this journey?
 

First, on PD compliance! This focus is on core knowledge to meet our professional responsibilities. Here we’ve partnered with GTAAFN, a leading professional organization in Canada.
 

Second, when it comes to financing we want to introduce you to a network of funders, whether it be debt or equity. There are multiple debt structures such as conventional mortgages or loans, subdebt, high yield debt, asset based lending and cash flow lending. Equity can be straight share issuance, convertible debt or convertible preferred shares or other derivates such as warrants and options.
 

In terms of your capital structure, you also want to understand the accounting implications since it can impact loan covenants.

Finally, leadership, strategy, marketing, and sales are some of the skills we will endeavour to present to you.

We are interested in all stakeholders.