Kenny Rogers once sang: "You've got to know when to hold 'em, know when to fold 'em, Know when to walk away," - and while he wasn't technically signing about Estate Administration, it certainly applies!
Working in estate administration can be a delicate balancing act. It requires compassion, diligence, empathy, attention to detail and often a great deal of tact and diplomacy. When issues and disagreements come up - how hard should you push? When is, and isn't, it worth engaging in conflict? What factors go into making these decisions? These are the types of questions we want to explore in our interactive March session.
At this social session, break-out rooms that will give you the chance to share your experiences, perspectives and challenges. You will also have a chance to hear from UBC's Director of Estates and Trusts Brian Altwasser and Raman Johal, Partner, Clark Wilson LLP - who will share their insights and tips from their combined three decades in the sector.
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Note: as this is an interactive session you will need a webcam and audio on your device.
Free for members, $10 for non-members
To ensure the volunteers running the event have enough time to send the Zoom infomation to participants, we ask you to register no later than March 10th.
CAGP recognizes this is a difficult time for many non-profits and businesses. If your PD funds have been frozen, you are between roles, or face any kind of financial barriers in accessing professional development right now, you can apply for a bursary to access this session for free here.
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This event will feature remarks from:
Raman Johal is a Partner with Clark Wilson LLP and a primary contact for their Charities & Not-For-Profits Group. Raman is a lifelong champion of charities and a tireless advocate on behalf of the industry. She is highly involved in giving back to both the legal industry and the wider community through various organizations and initiatives, including as the current Vice-Chair of the CAGP Vancouver Chapter.
Brian Altwasser MBA TEP, Director, Estates and Trusts, UBC Development Office. Brian has worked as Director, Estates and Trusts at UBC since 2003. He has administered approximately 600 estate gifts to the University. Prior to working at UBC, Brian worked at Royal Trust as a Corporate Executor and Personal Tax Officer. Brian is a graduate of both Carleton University and the University of British Columbia.
