Business Excellence Series: Navigating the US for Business

About

The world's largest undefended border isn't always easily traded across. While America remains Canada's largest trading partner, the partnership can be fraught with uncertainty, bickering, tariffs and legal fights. For many businesses, this environment is difficult to navigate, and our expert discussion will examine the best practices to optimize opportunity in times of geopolitical challenge and steer away from the difficult straits.

Panellists

John Shin

Senior G10 FX Strategist, Bank of America Merrill Lynch

John Shin joined Bank of America Merrill Lynch in 2008 as a senior G10 FX strategist. Prior to joining Bank of America Merrill Lynch, Shin was a G10 FX strategist at Lehman Brothers in New York. Beyond his role as a strategist, he was a U.S. economist on the Lehman Brothers Global Economics Research team.

John was also a postdoctoral research fellow at the National Bureau of Economic Research in Cambridge, Mass; and worked at the Federal Reserve Board in Washington, D.C. in their Macroeconomic and Quantitative Studies Section. He holds a Ph.D. in economics from Harvard University, where he was a National Science Foundation Graduate Research Fellow; and a B.A. in economics with High Distinction from the University of California at Berkeley.

Allison Boulton

Program Manager, Export Navigator Program

Allison Boulton is the Program Manager of the Export Navigator Program and is the CEO of Aslin Canada Trading.

After living in China and the Middle East for three years, Allison returned to Vancouver to work as an International Trade Advisor with Small Business BC, and started her own firm assisting entrepreneurs grow their exports globally. While abroad, she completed an MBA and worked as the China Director of Marketing and Trade Sales with a Chinese importer and distributor of North American beverages. Prior to moving overseas, Allison was the Director of Operations for a boutique Canadian winery with exports to over 20 countries.

Her enthusiasm for travel and for understanding how people live around the world has led her to explore over 35 countries. She uses these experiences to help clients understand, not only the regulations of international business, but also the cultural differences that are so vital to success in the global marketplace. Allison’s personal commitment to environmental sustainability ensures that the environmental impact of trade is also considered and minimized in business and in travel.

Dennis Werkman

Partner, MNP International Tax Services

Dennis Werkman, CPA, CGA, is a Partner in MNP’s International Tax Services group in Vancouver. Focused on U.S. tax, Dennis assists private and public corporations in a variety of industries, including real estate, cannabis, mining and technology, with both inbound and domestic U.S. corporate tax and outbound Canadian corporation tax services.

Dennis helps his clients navigate the complexities of cross-border tax by implementing cross-border structures, financing plans and pricing arrangements. He provides global compliance services through foreign tax reporting, treaty analysis, foreign tax credit utilization, withholding tax management and sales taxes.

With more than 16 years of experience in international tax planning and compliance, Dennis delivers strong solutions to help multi-national businesses minimize taxes and stay in compliance.

Dennis is a designated Chartered Professional Accountant (CPA), qualifying as a Certified General Accountant (CGA) in 2006. He also has a Master of Science in Taxation degree from Golden Gate University. As a partner in MNP’s International tax services, Dennis serves in connecting the firm’s clients and affiliated firms with the resources they need for compliance in and out of Canada.

Daniel Kiselbach

Partner, Miller Thomson

Dan Kiselbach brings approximately 30 years of experience to his role as legal counsel on cross-border trade, customs, and tax matters. He has the background, perspective, and skills necessary to assume conduct of significant, time-sensitive and complex matters. His clients include domestic and global corporations (especially US-based multinationals importing into Canada). He has represented businesses in many sectors including: aerospace, aluminum and steel, automotive, agriculture / agri-food, apparel, banking and financial, communications, defense, direct sales, e-commerce, fisheries, forestry, manufacturing, oil and gas, technology, third party logistics, transportation, and mining.

Moderator

Kirk LaPointe

Editor-in-Chief, Business in Vancouver & Vice-President, Editorial, Glacier Media

Kirk has led Canadian broadcast, print and media organizations for more than three decades, holding the senior editorial roles at CTV News, Southam News and The Hamilton Spectator. He is a former Ottawa Bureau Chief and General News Editor of The Canadian Press, a former host on CBC Newsworld, the founding executive editor of National Post, the former ombudsman of the CBC, and a host on Roundhouse Radio. He has been Canadian Editor for Billboard Magazine and station manager of CKLN Ryerson, an advisor to the publisher of the Toronto Star, and publisher and editor in chief at Self-Counsel Press. Kirk is currently the Editor-in-Chief at Business in Vancouver and Vice-President of Glacier Media, and he teaches Ethics and Leadership as an Adjunct Professor and Executive-in-Residence at UBC's Graduate School of Journalism.

Sponsored by

Bank of America Merrill Lynch

Bank of America Merrill Lynch

MNP Accounting Consulting Tax

MNP Accounting Consulting Tax

Miller Thompson

Miller Thompson