Post Mortem Estate Planning

Post Mortem Estate Planning

Conference held in Toronto on March 4 & 5, 1999
Chairs: Martin J. Rochwerg, Goodman and Carr; and James F. Kennedy, QC, Osler, Hoskin & Harcourt

Book: over 700 pages of original articles
CD-ROM: over 7 hours of audio/video, plus book content

To purchase, please contact Federated Press.

Post mortem legal planning
Gordon E. Cooper, QC, Goodman and Carr

Post-mortem planning during lifetime
Post-mortem planning for action after death
Powers and duties of the trustees
Disclaimers: deferred, partial and renunciation
Releasing or surrendering a gift
Income tax implications for disclaimers, releases and surrenders

Audio: 40 minutes • Speaker’s paper: 11,333 words

Tax planning for the terminal year
Aki Chencinski, Green Chencinski Starkman Eles

The basic terminal return
Property owned on death
Spousal rollovers of capital property
Optional returns
Deferred income plans
Medical expenses and donations

Audio: 44 minutes • Speaker’s paper: 13,989 words

The use of trusts in post mortem planning
Pearl E. Schusheim, Ernst & Young

Inter vivos and other types of trusts
Uses and components of trusts
The legal requirements of trusts
Income tax treatment of trusts
Post mortem planning: spousal and testamentary trusts
Trusts for probate planning

Audio: 40 minutes • Speaker’s paper: 9106 words

Post mortem planning and the 21-year deemed realization rule
A. Lorne Greenspoon, Robins, Appleby & Taub

Summary of the deemed realization rules
Dealing with a deemed disposition
Use of the capital gains exemption
Avoiding a deemed disposition
Dealing with non-resident beneficiaries
Alternate planning opportunities

Audio: 32 minutes • Speaker’s paper: 8694 words

The new legislation concerning trusts & taxpayer migration and the implications of the 1999 budget on post-mortem planning
Brian R. Carr, Fraser Milner

Perceived abuses by Department of Finance
Taxpayer migration: 1991 Bronfman Family Trust ruling
Tax haven legislation: Bahamas/ Bermuda/Cayman Islands
December 23, 1998 draft legislation on taxpayer migration
The deemed realization rule for trusts
Budget proposals: trusts and income splitting

Audio: 38 minutes • Speaker’s paper: 7811 words

Post mortem estate freezing
Howard Berglas, Cadesky and Associates

Techniques to implement estate freezes
Reasons for post mortem freezes
Situations warranting post mortem freezes
Reversing an estate freeze
Techniques to unfreeze an estate
Freezing and stop-loss rules: tax consequences
Post mortem freeze: life insurance and CDA

Audio: 44 minutes • Speaker’s paper: 21,236 words

The treatment of inherited property under the Family Law Act
Karon C. Bales, Gowling, Strathy & Henderson

Section 4(2)1, 2, and 5 of the Family Law Act
Value of the gift for exclusion purposes
Accumulated income, tracing issues and joint interests
Structuring a gift to create an exclusion
Interests in trusts: vested and contingent
Gifts to spouses: spousal RRSPs

Audio: 17 minutes • Speaker’s paper: 5528 words

Avoiding post mortem double taxation
Katherine M. Munro, PricewaterhouseCoopers LLP

Example of the double taxation issue
Using loss carrybacks to reduce tax
The subsection 164(6) wind-up plan
The 40(3.6) and 112(3.2) stop-loss rules
The paragraph 88(1)(d) bump plan
Qualifying spousal trusts

Audio: 29 minutes • Speaker’s paper: 6408 words

Post mortem considerations in business succession
Aron R. Pervin, Pervin & Company Inc.

Managing relationships in accidental partnerships
Passing ownership control to next generation
Case studies: family business post mortem conflicts
Family related partnerships
The inter-generational partnerships
Husband-wife partnerships

Audio: 33 minutes • Speaker’s paper: 12,237 words

Post mortem planning for foreign situs assets and foreign beneficiaries
Maureen Y. Berry, Davies, Ward & Beck

Liability for Canadian tax: residents/non-residents
Using trusts as transfer of assets outside Canada
Residence and taxation of trusts in Canada
U.S. estate tax and generation-skipping transfer tax rules
Canada-U.S. tax Convention: Article XXIX B
Estate administration: cross-border enforcement of tax claims

Audio: 34 minutes • Speaker’s paper: 10,599 words

Maximizing the estate with life insurance proceeds
David Wm. Brown, Al G. Brown & Associates

Estate creation and liquidity
Asset transfer and estate maximization
Taxation of life insurance
Leverage income and insurance trusts
Guaranteed income and RRSPs/RRIFs
Charitable giving and life insurance contracts

Audio: 35 minutes • Speaker’s paper: 10,109 words

Probate planning in light of Eurig
Peter Wardell Hogg, OC, QC, Dean, Osgoode Hall Law School; and Martin J. Rochwerg, Goodman and Carr

Probate fees in Ontario
Background study of the Eurig case
The Eurig decision: status of probate fee
Implications for probate planning
Aftermath of the case: remedial legislation
Bypassing probate fees: post mortem remedies

Audio: 38 minutes • Speaker’s paper: 8543 words

Real Estate and Technology

Conference held in Toronto on September 22 & 23, 1999
Chairs: Ronald Bidulka, Arthur Andersen Real Estate Services Group; George M. Carras, RealNet Canada Inc.; and Richard C. Owens, Smith Lyons

Book: over 400 pages of original material
CD-ROM: over 8 hours of video presentations, plus book content

To purchase, please contact Federated Press.

Setting up the system

Impact of technology on the commercial real estate industry
George M. Carras, President, RealNet Canada Inc.

Emerging trends in real estate information technology
Impact of IT on decision-making within the industry
IT's impact on commercial real estate assets
E-commerce initiatives in the retail real estate sectors
E-commerce initiatives in the multi-family sector
E-commerce investment opportunities and challenges

Video: 44 minutes • Speaker's paper: 9386 words

What you really need from a good commercial real estate information system
Robert G. Macleod, Vice-President, Information Services, Dundee Realty Corporation

Business imperatives for a good real estate system
Technological factors in commercial real estate systems
Fitting the system to the business
Managing change challenges: key risks and priorities
System decision process: high level stages
Dangerous shortcuts to avoid in the system decision process

Video: 58 minutes • Overheads

Case Study: Setting up J.D. Edwards' IT system – what was Morguard thinking?
Maria Aiello, Director of IT, Morguard Investments Limited

Key criteria to Morguard's technological replacement solutions
Meeting real estate research requirements
The LAN/WAN connectivity strategy
Development of client server unit level budgeting model
The implementation of J.D. Edward's leasing tool kit
Performance measurement/valuation systems

Video: 30 minutes • Overheads

Information technology – how it is transforming commercial real estate trends
Anthony Carmen Gallo, Graham Associates Architects/Vizible.com Inc.

Use of 3-D visualization to detail recognizable environments
Manipulating a real time interactive model
Web enabled texture mapping for building interiors
3-D mapping of the City of Toronto database
Use of Web enabled customized interface for floor plans
Costs of customized interactive data for building applications

Video: 30 minutes

E-commerce strategies

Building your commercial clientele (tenant/broker/consumer) in cyberspace
Maurice Gatien, Chief Executive Officer, eSPACE Connexions Inc.

Creating market visibility: building brand on the Internet
Improving tenant retention with online concierge services
Building the hybrid mall and its advantages
Enhance networking with potential tenants and clients
Saving time/money by communicating digitally
Keeping informed about tenants/clients through online services

Video: 40 minutes • Speaker's paper: 720 words

Case Study: How Cambridge generates new revenues and provides tenants with added-value services
Simon Pym, Vice-President, Information Services, Cambridge Shopping Centres Limited

Building a pilot e-commerce website for a real shopping centre
Pilot website: testing concept with tenants and consumers
Pilot website objectives, planning and status: phases 1 to 3
Enhancing sales, revenues and profits through e-commerce
Offering retail tenants new revenue-generating opportunities
Using intranets to communicate with tenants more effectively

Video: 46 minutes • Overheads

E-commerce and increasing the value of office properties
Finley McEwen, Director, Asset Management, GWL Realty Advisors Inc.

"Smart building" leasing strategies for high-tech clients
Transition to e-commerce in the real estate industry
Setting up a communication system to respond to tenant needs
Providing value-added information services on your website
Becoming a Web presence for current and prospective tenants
Creating a virtual mall within the building

Video: 36 minutes • Overheads

Using intranets and extranets to become more responsive to the needs of both clients and co-workers
Deborah Carkner, Director, Internet Marketing and Technology, Coldwell Banker Canada

Intranet/extranet design: usability vs. functionality
Coldwell Banker Member's Only intranet: new features
Challenges in intranet functions
Overcoming hurdles in changing the corporate culture
The true potential of client-focussed extranets
Linking to suppliers and just-in-time training

Video: 54 minutes • Speaker's paper: 3148 words

Data management/integration

The latest in space management database systems
John A. Zsolt, Partner, Space Database Inc.

Effective portfolio management
Reporting on-site conditions accurately
Linking database to accounting and maintenance programs
Marketing vacant areas and Internet/intranet-based solutions
Doing away with site visits in the leasing process
Using the CAD feasibility study in construction

Video: 30 minutes • Speaker's paper: 1637 words

Case Study: The O&Y Enterprise experience – innovative and effective use of information technology in real estate management
David Pidgeon, Senior Vice-President, Performance Management, O&Y Enterprise, A Division of O&Y Properties Inc.

Harnessing new technologies to provide higher levels of service
Client expectations: maximizing real estate performance
Tenant information and prospecting system (TIPS)
Employee services: virtual resource library
Tenant services and online connectivity
One stop shopping: employee and client interface

Video: 45 minutes • Overheads

An information delivery architecture for real estate environments
Cary H. Solomon, President and Chief Executive Officer, Quartet Service Corporation

Understanding smart building wiring and new technology
Vanilla applications of interconnect services for tenants
Local/long distance telephone access: building POP
The various Internet connections in buildings
Computer desktop and local area networks within offices
Lowering technical operating costs/capital expenditures

Video: 46 minutes • Overheads

Avoiding the legal pitfalls of commercial real estate online
Richard C. Owens and Alan P.C. Dean, Smith Lyons

Creation of a database: intellectual property laws
Database issues: privacy, ownership and advertising
Legislative responses and jurisdiction over the Internet
Business software and Internet service providers
Opportunities in telecommunications: deregulation
The "smart community" initiative and "Geoconnections"

Video: 42 minutes • Speaker's paper: 15,229 words

Reinventing the CFO

Conference held in Toronto on January 26 & 27, 1999
Chairs: A.G. (Al) Jameson, Financial Executives Institute Canada; and Greg Johnston, PricewaterhouseCoopers

Book: over 635 pages of original articles
CD-ROM: over six hours of audio/video, plus book content

To purchase, please contact Federated Press.

Today’s CFO – core competencies
Jeffrey Rosin, Managing Director, Financial Services Practice, Korn/Ferry International

Leadership skills for the 21st century
The 20 best practices for CFOs
The process of career development
Identifying and developing global leaders
The team-driven approach to leadership
Communication skills: new language of leadership

Audio: 32 minutes • Speaker’s paper: 6808 words

Boosting bottom-line growth – the CFO’s role
Antony Karabus, President, Karabus Management Inc.

Growing profits through differential pricing
Cost control and supporting sales growth
Delivering customer value
Implementing information technology: data mining
Investor relations and investment decisions
Brand management: building brand value

Audio: 35 minutes • Speaker’s paper: 7964 words

Linking process improvements to corporate strategy
Kenneth A. Jones, PricewaterhouseCoopers

Recognizing operating inefficiencies
Enhancing operating synergies
Implementing newly designed business processes
Strategically driven reengineering financial processes
Process benchmarking and best practices analysis
The process improvement options

Audio: 36 minutes • Speaker’s paper: 6316 words

Linking budgeting and forecasting to strategic planning
John Hall, McKinsey & Company

Linking strategy and budgeting challenges
Business performance planning
Business performance management principles
Performance measures and performance arenas
Best practices: review/improve performance
Performance ethic requirements and lever choices
People performance management elements

Audio: 40 minutes • Speaker’s paper: 4224 words

Looking under the hood of the finance department – reengineering for the future
Greg Johnston, PricewaterhouseCoopers

The changing role of finance
Implementing a reengineering program
Developing a new vision for finance
Creating the blueprint for the future
Performance goals of the redesigned process
Using standard reengineering techniques
Shared services and outsourcing

Audio: 30 minutes • Speaker’s paper: 4723 words

How the CFO can turn a company around
Wesley A. Treleaven, President, Deloitte & Touche Inc.

The CFO’s role in a corporate turnaround
Using the integrated financial model
Legislative background pre- and post-1992
Informal versus formal restructuring processes
Key elements of the restructuring process
The key prerequisites for restructuring

Audio: 40 minutes • Speaker’s paper: 7384 words

Managing the CFO/CEO relationship
John Stirling, Principal, The Osborne Group

Developing a trusting relationship
Distinguishing the roles of the CFO and CEO
Maintaining the CFO’s professional requirements
Awarding the title not the role of the CFO
The CFO as financial advisor and knowledge provider
Managing the relationship in changing times

Audio: 35 minutes • Speaker’s paper: 5507 words

Transforming finance staffers into better business partners
Lorne Hartman, Senior Vice-President, PeopleTech Consulting Inc.

An overview of a change model
Establishing motivation for change
Identifying patterns of change: organization metrics
Building a "business partner" culture within finance
Competency model development: competency profiles
Implementing the human performance system

Audio: 25 minutes • Speaker’s paper: 3643 words

Expanding the CFO’s role as a strategic planner through technology
R. Wayne Gladstone, Senior Vice-President, Finance & Administration Division, Ontario Municipal Employees Retirement System

Maximizing technology advantages
Getting support from all stakeholders
OMERS technology strategy model
Using technology as a strategic resource
Outsourcing technology commodities
Evaluating and realigning technology strategies

Audio: 25 minutes • Speaker’s paper: 6740 words

The role of CFO as corporate spokesperson
Kevin Snook, Deloitte & Touche

A corporate communications strategy
Reasons for getting out of the backroom
Understanding the market’s mindset
Communicating to the Board and investors
Information requirements of regulators
The role of a public company CFO

Audio: 22 minutes

Communicating the strategy to the front lines
Ian Cullwick, Deloitte & Touche LLP

Performance management trends and practices
Performance management integration
Aligning employee and team goals with strategic direction
"Balanced Scorecard" management system: strategy clarification
A process-driven framework: case study research
Private vs. public sector performance management practices

Audio: 28 minutes • Speaker’s paper: 7169 words

The strategic role of CFOs in M&A
Brian A. Ludmer, Goodman Phillips & Vineberg

Financial due diligence in an M&A
Arranging the acquisition financing
Maximizing value in sale transactions
Communication with the market
Structuring of purchase price formulae
Post-acquisition integration

Audio: 35 minutes • Speaker’s paper: 28,947 words

Round Table Discussion Audio
Moderator:
A.G. (Al) Jameson, Financial Executives Institute Canada
Panelists:
Wesley A. Treleaven, Deloitte & Touche Inc.
Ron G. Hosking, International Medical Innovations Inc.
Mark C. Steinman, Spar Aerospace Limited
Jon N. Hagan, Cadillac Fairview Corporation Limited

Second Annual Innovative Uses of Insurance

Conference held in Toronto on February 25 & 26, 1999
Chairs: Kevin Wark, Equinox Financial Group; Glenn R. Stephens, Equinox Financial Group; and Florence Marino, Manulife Financial

Book: over 500 pages of original articles
CD-ROM: over 6 hours of audio/video, plus book content

To purchase, please contact Federated Press.

Stop-loss rules: buy-sell funding
Florence Marino, Assistant Vice-President, Manulife Financial

Stop loss rules on disposition of shares by estate
Impact of the stop loss rules
Capital gains tax savings: the 25% solution
Grandfathering rules: existing agreements and insurance
Spousal trust ownership of relevant shares
Effect of timing of CGE claim

Audio: 38 minutes • Speaker’s paper: 8486 words

Impact of demutualization on participating life insurance
Wayne G. Miller, Director, Sun Life Assurance Company of Canada

Reasons for demutualization
The key principles of demutualization
Consumer benefits of par products
The dividend distribution process
Demutualization’s impact on participating policies
The future of participating life insurance

Audio: 30 minutes • Speaker’s paper 4458 words

Canada’s health care crisis: long-term care
Jeff Houston, Product Manager, Living Benefits, Westbury Life

History of long-term care insurance in the U.S.
Long-term care insurance in Canada: demographics/costs
Long-term care insurance policy features
Marketing long-term care insurance
Aging populations in global markets
Innovations in product design

Audio: 46 minutes • Speaker’s paper: 8525 words

Managing risk in a universal life program: an actuary’s perspective
Bob Brown, Director, Product Development, Aetna Canada

Features and values in universal life (UL)
Investment risks in UL
Uses of the UL program
Cost of insurance structure: level T100 and YRT
Policy bonus structures
Policy cost deduction methods
Preparing policy projections

Audio: 33 minutes • Overheads

Business applications for critical illness
Lester Heldsinger, Director of Marketing, Commercial Union Life

New generation of critical illness (CI) products
CI general and business markets
CI vs. disability insurance
Key person coverage and cost impact
Challenges in CI buy-sell agreements
Corporate vs. individual insurance ownership
Future product developments

Audio: 33 minutes

Estate planning for partners of a professional partnership
James W. Kraft, Planning Consultant, PPI Financial Group

Buy-sale arrangements
Estate planning on death or disability of a partner
Sinking fund versus post-event arrangement
Pay as you go strategy
The sinking fund strategy
Exempt life insurance sinking fund

Audio: 28 minutes • Speaker’s paper: 3709 words

Planning with trusts and life insurance
Lawrence A. Rotenberg, Tax & Estate Planning Consultant, Canada Life Assurance Company

Spousal trusts and dual trust wills
The discretionary testamentary family trust
Potential impediments of a trust in a will
Beneficiaries receiving social assistance
Infant and young adult beneficiaries
Testamentary trust for insurance proceeds
Special needs children beneficiaries

Audio: 36 minutes • Speaker’s paper: 7027 words

New developments in retirement planning
A.E. (Ted) Ballantyne, Director, Advanced Tax Policy, Conference for Advanced Life Underwriting

The Life Long Learning Plan and RRSPs
Home Buyers’ Plan changes for 1999
Alternative minimum tax and RRSPs
Supplementary Executive Retirement Plans (SERP)
Retirement Compensation Arrangements (RCA)
Long-term care and retirement planning

Audio: 34 minutes • Speaker’s paper: 7493 words

Segregated funds vs. mutual funds: selected tax and legal issues
Philip Friedlan, Sheppard, Friedlan, MacInnis

Legal character of segregated funds
Legal character of mutual funds
Distribution and sale of funds
Creditor protection and income taxation
Beneficiary designations
RRSPs and RRIPs: foreign property limits

Audio: 40 minutes • Speaker’s paper: 8426 words

Universal life: maximizing policy holder benefits – an advisor’s perspective
Paul Tompkins, President, Tompkins Insurance Services Ltd.

Illustrated values of a universal life policy
Understanding the policy
The application and issue stage
Choosing the correct investment account
Policy statements and monitoring investment performance
Internal transfers within the policy
Market volatility and investment strategies

Audio: 27 minutes • Speaker’s paper: 5421 words

The Capital Dividend Account: purpose, use and strategies
Steven K. Shillington, Planning Consultant, Wealth Protection Group, Sun Life of Canada

The CDA and life insurance products
Insurance, creditors and the CDA
The CDA and buy-sell agreements
Maximizing CDA credit with life insurance
Reducing capital gain at death from corporate shares
Maximizing value to estate from corporate assets

Audio: 35 minutes • Speaker’s paper: 8081 words

Corporate owned vs. personal owned life insurance: pros and cons
Robin Goodman, Regional Consultant, Tax & Estate Planning Group, Manulife Financial

Advantages/disadvantages of insurance options
Tax/non-tax benefits of the insurance contract
Factors considered prior to buying life insurance
Creditor protection issues: personal/corporate ownership
Tax and estate planning opportunities with life insurance
Corporate ownership: benefits and creative solutions

Audio: 32 minutes • Speaker’s paper: 10,000 words

Innovative Uses of Insurance Workshop

Small business succession planning
Florence Marino, Assistant Vice-President, Manulife Financial

Buy-sell case study: facts and review
Objectives: client concerns and goals
Recommended approaches to reaching objectives
Theory behind the practice
Buy-sell agreements
Stop loss rules and grandfathering
Valuation issues: at death, shares and CGE

Using shareholders’ agreements as sales tools
Glenn R. Stephens, Regional Consultant, Equinox Financial Group

Areas typically covered in shareholders’ agreements
Areas of interest to insurance advisor
Common errors and omissions
Stop loss and grandfathering rules
Stop loss issues in review of shareholders’ agreements

Workshop audio and overheads

Year 2000 in Manufacturing

Conference held in Toronto on February 23 & 24, 1999
Chairs: Donald H. Belyea, Elsag Bailey (Canada) Inc.; Shawn M. Gold, Honeywell Inc.; and Dan Fournier, Rockwell Automation Canada Inc.

Book: over 675 pages of original articles
CD-ROM: approximately 8 hours of video presentations, plus book content

To purchase, please contact Federated Press.

Implementing a due diligence strategy
Louis H. Milrad, Lang Michener

Business continuity planning
Key elements of a Y2K readiness program
Use of Y2K project teams
Importance of chain of supply letters
Disclosure requirements: legislative framework
Risk and liability for improper disclosure

Video: 33:18 minutes • Speaker's paper: 7802 words

Understanding the Year 2000 process
Allan Martel, Director of Embedded Systems, AXYN Canada Corporation; President, IMS Canada

Risk and data management perspective
The testing of critical systems
Process for remediation of embedded systems
Y2K audits and management review process
Planning and scheduling the testing phase
Vendor research and compliance statements

Video: 22:09 minutes • Speaker's paper: 6838 words

Business risk analysis health check
Bill Steele, Senior Director and Manager, Year 2000 National Practice, LGS Group Inc.

Business risk assessment
Independent verification and validation
Supply chain management planning
Y2K risk categories and classifications
Zero day planning

Video: 63:03 minutes • Speaker's paper: 7062 words

Supply chain compliance
Jennifer McNeill, President, Cipher Systems Ltd.

Review of scope of risks
Determining risk of external vendors
Relationship building with external vendors
Methods of mitigating Y2K risk
Contingency planning for all vendors

Video: 32:04 minutes • Speaker's paper: 6709 words

Business risk exposure and your insurer
Karen Hunter-Payne, Vice-President, J&H Marsh & McLennan, Limited

Risk arising from Y2K problem
Inconsistency of underwriting response
Interpretation of Y2K insurance coverage
Y2K exclusionary language
Fiduciary and D&O liability insurance
Newly created Y2K risk financing products

Video: 38:41 minutes • Speaker's paper: 8001 words

Embedded systems: the hidden danger
Gregory Norman Smallwood, Division Vice-President, Eastern Division, TAVA Technologies, Inc.

Date usage in manufacturing system functions
Problems in manufacturing control systems
Facility management and external dependency systems
Plant operation support structures
Plant level Y2K remediation process
Y2K risk rating scale

Video: 23:40 minutes • Speaker's paper: 6134 words

Charting a path to process control compliance
J.A. Denis Beaulne, Superintendent of Control Systems Design & Engineering, Donohue Inc.

Corporate and plant level Y2K coordinators
Creating inventory of all microprocessor based systems
Establishing priority system for components in database
Making a compliance determination on all items
Conducting a risk assessment
Scope of a detailed test plan

Video: 38:38 minutes • Speaker's paper: 3265 words

Year 2000 shop floor issues
David T. Hart, Product Marketing Manager, Rockwell Automation Canada Inc.

The Y2K anxiety factors
Comparison of Y2K readiness versus compliance
Y2K and overall business strategy
Approaches to collecting data and identifying product
Defining the best solution for your organization
Various levels of Y2K readiness testing

Video: 48:17 minutes • Speaker's paper: 6483 words

Year 2000 conversion programs for the manufacturing industry
Nicola R. Papiccio, Managing Director of Software Systems, Oerlikon Aerospace Inc.

Structuring the Y2K conversion
Description of the conversion process phases
The need to look beyond the software problem
System approach to certification plan
Goals of assessment, OEM and test processes
Using database as more than an inventory tool

Video: 26:42 minutes • Speaker's paper: 4486 words

Developing a cost-effective Year 2000 compliance strategy
Vivienne Ojala, S-S Technologies Inc.

Steps to the Least Cost Approach methodology
Comparison of IT versus plant floor systems
Six manufacturing industry case studies
Devising testing and contingency plans
Assessing compliance of inventory items
Addressing challenges to meeting Y2K deadline

Video: 24:43 minutes • Speaker's paper: 6827 words

Total system integration
Yves P. Armand, Year 2000 Solutions Specialist, DMR Consulting Group Inc.

Impact of Y2K problem on embedded systems
The reasons for testing process systems
Comparison of information versus embedded technologies
Three requirements for testing systems
Major risk to organization: management resources
Test schedules to minimize disruptions

Video: 39:25 minutes • Speaker's paper: 2447 words

Year 2000 contingency planning
Denis Godcharles, Godcharles Goulet Fournier

Link between business resumption and contingency planning
Framework for contingency planning
Ten steps to deploying contingency planning process
Obtaining executive management commitment
Contingency plan design, training and testing
Navigating through a crisis

Video: 41:14 minutes • Speaker's paper: 5688 words

Year 2000 legal liability, contractual rights and obligations, and potential liability scenarios
Eugene J.A. Gierczak, Keyser Mason Ball

Conducting legal audits of existing contracts
Contracts typically reviewed for Y2K issues
Liability based on contract or tort
Defences to breach of contract
Duty to mitigate and duty to warn
Review of U.S. Y2K caselaw

Video: 39:37 minutes • Speaker's paper: 5005 words