2015 Funding Roadshow RoadTalk
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2015 Funding Roadshow
Presented by:
INTUIT
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Organized by:
www.fundica.com
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DATEMarch 19 2015March 25 2015April 1 2015April 21 2015April 29 2015May 1 2015May 5 2015May 7 20155/22/2015May 28 2015June 5 2015
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LOCATIONPitch Room (Closed)OttawaTorontoHalifaxWinnipegVancouverVictoriaCalgaryEdmontonTorontoMontrealMontreal
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EY CentreRyerson DMZInnovacorpICTAMSmall Business BCVIATeCInnovate CalgaryTEC EdmontonMaRSNotman HouseTechnoparc Montreal (Novotel Hotel)
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4899 Uplands Drive10 Dundas St E. Suite 6001344 Summer Street412-435 Ellice Avenue601 West Cordova Street Suite 54777 Fort Street3553 - 31 Street NW10230 Jasper Avenue101 College Street51 Sherbrooke West2599 boulevard Alfred Nobel
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8:30-9:00 Morning NetworkingMorning NetworkingMorning NetworkingMorning NetworkingMorning NetworkingMorning NetworkingMorning NetworkingMorning NetworkingMorning NetworkingMorning Networking
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9:00-9:10Introduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsMorning Networking
( 9:00-9:30)
Introduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsIntroduction of Panelists
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9:10-9:15 Funders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners Setup
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Register for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks Here
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9:20-9:30Stream 1 Pitches"Where's the funding at?"- Lana Tayara, Fundica"Where's the funding at?"- Lana Tayara, Fundica"Where's the funding at?"- Lana Tayara, FundicaIntroduction of Panelists
(9:30-9:40)
"Write your plan to the right audience"- Joshua Ludgate, Small Business BC"How to negotiate your contract like a boss" - Samuel Mercer"Bootstrapping IP" - Richard Stobbe & Tony Edwards, Field Law"My 10 big learnings on raising a $1.3M seed round" - Rakesh Soni, LoginRadiusFireside: "Funding in Canada vs. the US" Patrick Lee -WTI, Christian Lassonde - Impression Ventures, Tony Van Bommel - BDC VC & Yuri Navarro -NACOFireside: "Women entrepreneurs in tech."- Magaly Charbonneau -PasswordBox, Émilie Boutros - TandemLaunch, Tricial Kuhl - Blake, Cassels & Graydon LLP & Debbie Frail - R&D Partners"How to build and pitch your financials" -

Charles-Hubert Déry, Founder at Budgeto
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9:30-9:45Funders and Partners Setup
(9:40-9:45)
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9:45-10:00"Global
scaling for Canadian entrepreneurs " - Qasim Virjee, Community Dev. SoftLayer
"Technically, you're committed" - Jeff Klink, Startup Mentor.SoftLayer" How to pitch to investors?"- Andrew Ray, Innovacorp
"NRC Innovation Advisor Presentation" - Ron Matheson, NRC-IRAP"Maximizing SR&ED tax credits for tech companies"- Debbie Frail, R&D Partners"Maximizing SR&ED tax credits for tech companies"- Debbie Frail, R&D Partners"Maximizing SR&ED tax credits for tech companies"- Debbie Frail, R&D Partners"Maximizing SR&ED tax credits for tech companies"- Debbie Frail, R&D Partners
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10:00-10:15"Global
scaling for Canadian entrepreneurs " - Qasim Virjee, Community Dev., SoftLayer
"Technically, you're committed" - Jeff Klink, Startup Mentor, SoftLayer"ICT Megatrends and
Opportunities for Canadian Startups"- Peter Wilenius, CANARIE
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10:15-10:30
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10:30-10:45Morning BreakMorning BreakMorning BreakMorning BreakMorning BreakMorning BreakMorning BreakMorning Break
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10:45-11:00"ICT Megatrends and
Opportunities for Canadian Startups"- Peter Wilenius, CANARIE
"ICT Megatrends and
Opportunities for Canadian Startups"- Peter Wilenius, CANARIE
"ICT Megatrends and
Opportunities for Canadian Startups"- Peter Wilenius, CANARIE
"Where's the funding at?"- Lana Tayara, Fundica"ICT Megatrends and
Opportunities for Canadian Startups"- Randy Jones, CANARIE
"ICT Megatrends and
Opportunities for Canadian Startups"- Meagan Hampel, Cybera
"ICT Megatrends and
Opportunities for Canadian Startups"- Meagan Hampel, Cybera
"ICT Megatrends and
Opportunities for Canadian Startups"- Meagan Hampel, Cybera
"ICT Megatrends and
Opportunities for Canadian Startups"- Peter Wilenius, CANARIE
"ICT Megatrends and
Opportunities for Canadian Startups"- Randy Jones, CANARIE
Morning Break
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11:00-11:15Fireside Chat: "Building a startup ecosystem" Seema Galish - Intuit, Alex Shee- Real Ventures, Simon Davari - SdM Accounting, Sylvain Ouellette - Technoparc Mtl, Sergio Escobar - Founder Institute, National Bank of Canada
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11:15-11:30"How to pitch yourself in a crowd?" - David Stein, The Ottawa Network"How to pitch to angel investors?" - Don Magie, First Angel Netwprk"ICT Megatrends and
Opportunities for Canadian Startups"- Randy Jones, CANARIE
"The Truth about Crowdfunding" - Bret Conkin, Crowdfund Suite"Getting money & legally sustaining it" - Carli van Maurik, Whiteboard Law"Challenges around raising capital in the current market climate" - Henry Kutarna, Innovate Calgary"What do you need to know to be a successful entrepreneur"-Tony BriggsFireside: "Building a startup ecosystem" Sean Wise, Robert King- Intuit, Mike Pinkus - ConnectCPA, Denisia Pereira - BDC & Amie Sergas - MaRS (BAP)Fireside Chat: "Building a startup ecosystem" Seema Galish - Intuit, Alexandre Shee - Real Ventures, Simon Davari - SdM Accounting, Noah Redler - Notman House, Susan Mcintosh - National Bank of Canada
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11:30-11:45"The big box stores market" - Rick Nowlan, NRC-IRAP
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11:45-12:00
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12:00-12:15Lunch & Keynote SpeakersLunchLunch"Money Talks!" - John Beaton & Amanda Mombourquette, CEEDLunch & NetworkingLunchLunchLunchLunchLunchLunchLunch
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12:15-12:30"How to get our money: what investors are really thinking" Brian O'Neil, Bill Dinardo & Scott LawrenceFounder Institute: Founder Showcase ( 20 minutes)
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12:30-12:45 Keynote: Fireside "De-Mystifying the Valley" - Mike Lee, George Borovec, Haseeb Awan & Lee SilverstoneLunchBest Pitch AwardLunch"Intellectual Property for Startups - Why? When? How?" - Matthew Smith, COO at Tandem Launch"Intellectual Property for Startups - Why? When? How?" - Matthew Smith, COO at Tandem Launch
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12:45- 1:00Keynote: Fireside "VC Funding in Canada vs. the US" - Alex Baker & Lauren Di Pede, Relay VenturesLunch & Networking
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1:00-1:15Keynote: Fireside "Life After Exit" - Stephen Partridge, Aydin Mirzaee, James Mackenzie & Jeff Hunt Best Pitch Award"How to story tell" - Mark Evans
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1:15 -1:30NetworkingFounder Institute: Founder Showcase (20 mins)Founder Institute: Founder Showcase (21 mins)
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1:30-1:40 Introduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsIntroduction of PanelistsIntroduction of Panelists
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1:40-1:45Funders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners SetupFunders and Partners Setup
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Register for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks HereRegister for RoadTalks Here
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1:45-2:00 Stream 2 Pitches"Understanding Funding"- Mike Lee, Fundica & R&D Partners"Understanding Funding"- Mike Lee, Fundica"Understanding Funding"- Lana Tayara, Fundica"Understanding Funding"- Lana Tayara, Fundica"Understanding Funding"- Lana Tayara, Fundica"Understanding Funding"- Lana Tayara, Fundica"Understanding Funding"- Lana Tayara, Fundica"Understanding Funding"- Lana Tayara, Fundica"Understanding Funding"- Lana Tayara, Fundica
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2:00-2:15
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2:15-2:30"Maximizing SR&ED & recent legal cases"- Sahar Ansary, R&D Partners"Maximizing SR&ED & recent legal cases"- Sahar Ansary, R&D Partners"Market Research! Your Action Plan" - Mark Eversfield, Small Business BC"Market Research! Your Action Plan" Mark Eversfield, Small Business BC"Global
scaling for Canadian entrepreneurs " - Qasim Virjee, Community Dev., SoftLayer
"Market Research! Your Action Plan" Mark Eversfield, Small Business BC"Maximizing SR&ED tax credits for tech companies"- Mike Lee, R&D Partners"Key Legal Tips For Tech Startups" -Blake,
Cassels & Graydon LLP
"Maximizing SR&ED tax credits for tech companies"- Mike Lee, R&D Partners
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2:30-2:45
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2:45-3:00Afternoon Break
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3:00-3:15Afternoon BreakAfternoon BreakAfternoon BreakAfternoon BreakAfternoon BreakAfternoon BreakAfternoon Break"Maximizing SR&ED tax credits for tech companies"- Mike Lee, R&D PartnersAfternoon Break
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3:15-3:30"Financing and understanding refundable tax credits." - Michel Beauchamp, R&D Capital"Financing and understanding refundable tax credits." - Michel Beauchamp, R&D Capital"Tips on selling to the feds" - Lammie Cheng, Public Works & Government Services Canada"Tips on selling to the feds" -Tess Menges, Public Works & Government Services Canada"Market Research! Your Action Plan" Mark Eversfield, Small Business BC"Being Investor ready"- Randy Thompson, VA Angels"Key legal tips for tech companies" -Blake,
Cassels & Graydon LLP
"Financing and understanding refundable tax credits." - Michel Beauchamp, R&D Capital
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3:30-3:45
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3:45-4:00"Accidental Entrepreneur" - Hélène Joncas, NRC-IRAP

"Crowdfunding:
market research, pre-sales and fundraising"- Sahand Sojoodi, Extreme Innovations

"NRC Innovation Advisor Presentation" - Ron Matheson, NCR-IRAP"Financing and understanding refundable tax credits." - Michel Beauchamp, R&D Capital"Financing and understanding refundable tax credits." - Michel Beauchamp, R&D Capital"How does your tax structure evolve with your business?" - Simon Davari SdM Accounting
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4:00-4:15"Finding angel investors and convincing them to give you money" - Alixe Cormick, Angel investor- Kieretsu Forum
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4:15-4:30"Why ProductHunt matters for fundraising" - Fireside Chat with Karl Clement, Pablo Srugo & Brandon Waselnuk"Strategic Planning & Capital Raising at an early stage" - Omar Dhalla, Real Ventures"Strategic Planning & Capital Raising at an early stage" - John Stokes, Real Ventures
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4:30-4:45
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4:45-5:00 Best Pitch AwardBest Pitch AwardBest Pitch AwardBest Pitch AwardBest Pitch AwardBest Pitch AwardBest Pitch AwardBest Pitch AwardBest Pitch Award
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5:00-7:00 Evening NetworkingEvening Networking: Milestones- 10 Dundas St. E. Suite 400Evening Networking at Rogue Kitchen & Wetbar, 601 W. StreetEvening NetworkingEvening NetworkingEvening NetworkingEvening Networking at Mercatto, 101 College StreetEvening Networking: Benelux (245 Rue Sherbrooke)Evening Networking
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