Speakers 2021
To cover course topics this year we are pleased to be joined by Rick Mclean, CPA, CA, Partner at KPMG, Scott Bodie, LLM, Partner at Bennett Jones, Ebony Verbonac, CPA, CA, CBV, Partner KPMG, Wesley R Novotny, LLM, Partner at Bennett Jones, Colin Miller, CPA, CA, Managing Partner KPMG and our host Joel Bokenfohr of Farm Credit Canada.
Rick Mclean, CPA, CA
Rick is a Partner for KPMG in Toronto. Rick specializes in and has experience in structuring mergers, acquisitions, divestitures and corporate reorganizations. Rick’s key practice areas include butterfly reorganizations and post-acquisition restructurings including bump transactions. Rick is an authority on Section 55. Rick is a published author and Editor-In-Chief of Understanding Section 55 and Butterfly Reorganizations.
Scott Bodie, LLM
Scott is a Partner at Bennett Jones LLP and has a broad tax practice advising on a wide variety of corporate and personal tax matters. Scott specializes in advising private and family owned businesses on corporate tax, personal tax, wealth and succession planning notably in the farm space. Scott also advises on equity transactions, cross-border transactions, the formation and capitalization of private equity funds and oil and gas taxation.
Ebony Verbonac, CPA, CA , CBV
Ebony is a Partner in the Tax Group with KPMG in Lethbridge. Ebony works closely with her clients to determine succession strategies that make sense from both a tax and business perspective. Ebony has shared her expertise at various seminars, facilitated at many CPA institute tax courses and writes monthly articles for Alberta Beef Producers.
Wesley Novotny, LLM
Wes is a Partner at Bennett Jones LLP and provides tax advice on a wide range of corporate and personal tax matters. Wes has experience in advising clients in disputes with the Canada Revenue Agency (CRA), managing large and complex corporate and personal CRA audits. Originally from a farm in southern Manitoba he has maintained his interest in farming by providing in-depth advice on farm taxation, succession and reorganizations of farm businesses.
Colin Miller,
CPA, CA
Colin is the Office Managing Partner for KPMG in Lethbridge. A large focus of Colin’s practice is assisting agricultural clients in implementing reorganization plans for tax, succession and estate planning purposes. Colin currently publishes monthly articles on various agricultural tax topics in The Western Producer.
Joel Bokenfohr, MFRE
Joel is a Transition Specialist with Farm Credit Canada and focuses on assisting primary producers with decisions on succession planning, business structures, farm financials. Joel has a Master’s Degree from the University of British Columbia, Degree from Grant MacEwan and AgriBusiness Certificates from both Texas A&M and University of Sao Paulo, Brazil. Joel farms in the Sturgeon County, AB with his family.