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Event Information

FREE webinar: Business Continuation: Planning for the Sudden Loss of a Key Person

Date: May 20, 2021
Location: Online

Thank you sponsor:
Montridge Advisory Group Ltd.
CPD hours
Practice Level (Hover mouse over icon for details)
1.0 Intermediate Level   Senior Level


Presenter: Judith Mewhort, Montridge Advisory Group Ltd
The temporary or permanent loss of a key person can greatly affect your firm's future. How do you protect your business from losing financial resources, key talent, employees, and customers? The webinar will identify the elements of a business continuation plan, including communications, important agreements, shareholder considerations, and insurance funding.

In this presentation, you will learn:
  • Elements of a Business Continuity Plan
  • Communication Considerations
  • Key Agreements to Include
  • Additional Aspects when a Key Person is also a Shareholder
  • Insurance Funding Principles
Who should attend:
This webinar is designed for senior decision makers involved in creating or revising a business continuation plan or who are seeking guidance on implementing or updating insurance funding solutions.
Format: Live Online - Zoom Webinar
9:30 - 10:30 am - Pacific Time - Vancouver

All login information will be sent to you via email the day prior to the session. Please check your junk/spam folder if it did not come through to your in-box.
Both registration and payment are required for every person attending this webinar. Questions about registration or receipt can be directed to pd@cphrbc.ca.

About the presenter:
Judith Mewhort Judith Mewhort is the Managing Partner at Montridge Advisory Group Ltd., an independent employee benefits firm which supports small and mid-sized businesses in caring for the physical, emotional, and financial well-being of their employees. Prior to helping found Montridge in 1997, Judith worked for one of Canada’s largest insurers. During the early years of Montridge, she focused on providing financial planning and investment services with a focus on tax and estate aspects. Today, she assists companies with their business continuation planning, executive compensation, and employee financial wellness.
This webinar is complimentary to all CPHR BC & Yukon members. Register early to avoid disappointment!
Registration Fees

Registration Deadline:
 Tuesday, May 18, 2021





Fees and/or agenda are subject to change without notice.

All pricing excludes applicable taxes. HST/GST # 119446714

A full refund, less a $10 processing fee, will be issued for cancellations submitted at least one week prior to an event or workshop. Attendee substitutions are permitted; however, member/non-member rate differences will apply. Please submit cancellation or substitution requests by fax (604-684-3225) or e-mail (pd@cphrbc.ca).
Please note that this policy does not apply to conferences, exams or no-charge registrations. CPHR exam fees are non-refundable if registration is canceled after the registration deadline. Please note our deferral policy.