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KEYS: Knowledge That Empowers Your Success

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The KEYS series are small-group events that are built around the lives and stories of our fictitious characters, presented in a mini-series drama setting to illustrate and help attendees better understand and navigate challenges they may face in their business today or in the future. There is no cost to attend these sessions. 

The Speakers

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Heather Austin-Skaret

Partner, Mann Lawyers LLP

Heather's practice includes estate planning as well as commercial and residential real estate work. She values her long standing relationships with some of Ottawa’s leading real estate agents and mortgage brokers. She enjoys sharing her knowledge and experience with others by giving various presentations..

Over the years she has developed extensive experience in the area of estate planning and administration, which allows her to assist clients at some of their most difficult times.

As a true Maritimer, born in Springhill, Nova Scotia, she of course headed west….she started her university career at the University of Saskatchewan and then started inching her way back east, stopping to attend and complete her undergraduate at the University of Manitoba in 1990 with a Bachelor of Arts (Honours).I then moved to Ottawa in 1990 to begin her formal legal education, earning her law degree from the University of Ottawa in 1994. Heather was called to the Bar of Ontario in 1995.

 

Her practice started as an articling student with the firm Gold Gulliver, which evolved to Gold Gilbert Mann and then Mann & Associates. In late 2003, she helped form the current partnership, Mann Lawyers LLP, where the partners, together with great staff and skilled associates, continue to offer exceptional legal services to our clients.

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Danielle Walsh

CPA, CA, Founder - Walsh Family Business Advisory Services

Danielle is the founder and President of Walsh Family Business Advisory Services, a consulting firm that specializes in assisting family owned and operated businesses navigate the rough waters of management and ownership succession.

Danielle is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and a member of the Family Firm Institute (FFI), an international association of family business professionals providing in depth information on family businesses from around the world as well as ongoing education and training in the field of family business consulting.

 

Danielle has obtained the FFI Certificate in Family Business Advising and the FFI Certificate in Family Wealth Advising. In addition, she is an accredited trainer in association with the Personality Insights Institute (personality assessments and analysis), which can help members of family businesses develop methods to improve communication  in a business setting while maintaining family harmony.

 

She is currently the president of the Family Enterprise Xchange Ottawa Chapter, formerly know as the Canadian Association of Family Enterprise. She is also teaching the only family business course (Managing the Family Enterprise) offered at the undergraduate level in Ottawa at the Sprott School of Business at Carleton University.

 

She developed her philosophy and desire to help family businesses based on the workings of her father, Grant Walsh, the Chair of her company’s Board of Advisors whom has over 20 years of experience as the former Director and Founder of the KPMG Enterprise: Centre for Family Business (Canada).

Kate Wright

Head of Family Law, Mann Lawyers LLP

Kate is a member of the family law, wills and estates and litigation service groups at Mann Lawyers. She is an enthusiastic and compassionate advocate for her clients. Her experience in family law includes advising clients on property division, support issues, custody and access matters, domestic contracts and private adoptions. She also assists clients with preparing wills, estate planning and administration matters, and disputes over estates, including issues related to capacity and dependent’s relief.

Kate's approach to dispute resolution is based on the needs of each client and their own particular circumstances. She is trained in Collaborative Practice and is a member of Collaborative Practice Ottawa. She seeks to empower clients to resolve issues in the manner that best suits their interests.

Kate graduated from the Schulich School of Law at Dalhousie University in 2008. She articled with a national firm in Calgary and was called to the Alberta Bar and Ontario Bar in 2009. She sits on the Board of Directors of Family Services Ottawa.  She is also a former member of the Family Law Section Executive and Young Lawyers East Section of the Ontario Bar Association.

 

When Kate is not at work, she enjoys spending time with her family and friends, including her daughters and husband, and trying to keep up with yoga practice as much as she can.

Kate brings a straightforward and creative approach to her practice. 

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Rosa Maria Iuliano

CPA, CA, Partner, Taxation, Baker Tilly Ottawa LLP

Rosa Maria graduated from the University of Waterloo with her Masters in Accountancy in 1998, and obtained her CA designation in 2000. Rosa became a partner in the Taxation Services Department of Baker Tilly Ottawa in 2008.   A well rounded senior accounting and business leader, FCPA, FCA with over 20 years of experience providing taxation and financial advisory solutions to proprietorships, partnerships, owner-managed corporations, not-for-profit organizations and high net worth individuals.

Rosa completed of the CICA In-Depth Tax Course in 2001, the CICA GST In-Residence Course in 2003 and the CICA Corporate Reorganization and International Taxation Course in 2004.   Rosa leverages wide-ranging taxation experience that spans industries including retail, manufacturing, franchising, construction, professional services, real estate, hi tech, R&D, medical, dental, not-for-profits and charities.

Rosa specializes in providing income tax, commodity tax, and financial planning advice to proprietorships, partnerships and owner-managed corporations as well as not-for-profit organizations.    She leads a tax practice that empowers clients in areas such as succession planning,  wealth, retirement, financial management planning, compliance,  and identifying/quantifying claims for eligible scientific research and experimental development activities.   She has direct experience helping clients deal with complex estate planning and succession issues.

An excellent speaker, Rosa  is an active lecturer, seminar leader, media contributor and guest speaker on tax-related topics including small business start-up, general tax and financial planning for small-to-medium sized businesses, employment versus self-employment, GST, and financial planning/wealth management;

Winner of Institute of Chartered Accountants of Ontario’s Award of Distinction and Ottawa Business Journal’s Top Forty Under 40 Award, as well as the 2014 Women's Business Network Professional Businesswoman of the Year.

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  • Part 3 - Money Talks
    Zoom
    Jan. 26, 2022, 7:00 p.m. – 9:00 p.m. EST
    Zoom
    Following two friends/business partners dealing with the impact of a separation and the conflict surrounding compensation.
  • Part 4 - The Family Cottage
    Zoom
    May 04, 2022, 7:00 p.m. – 9:00 p.m. EDT
    Zoom
    Following 3 siblings that are trying to deal with the inheritance of a family cottage.
 

About KEYS

Ottawa, Ontario

Welcome to KEYS – our Knowledge that Empowers YOU series! 

The KEYS series are small-group events that are built around the lives and stories of our fictitious characters, presented in a mini-series drama setting to illustrate and help attendees better understand and navigate challenges they may face today or in the future. There is no cost to attend these sessions. 
 

KEYS is a series of events that aim to assist business partners or owners/part owners of businesses with the tools needed as they transition through various stages of business and life.

KEYS formed in 2014 as a result of Tricia K. Spooner and Heather Austin-Skaret discussing the challenges faced, by women in particular, in trying to understand the complexities of all the little details when it comes to estate planning, sandwich generations and making good investment / wealth planning decisions today, all for our future well-being/future self. They took it upon themselves to launch a knowledge-based, information-sharing series focused on helping women expand their understanding and awareness of how to tackle life challenges.

The KEYS series has been designed to deliver interactive sessions focused on providing on-going education to expand knowledge and understanding of several facets of retirement planning and investments, business succession and estate planning.