June 3 @ 1:00 pm – 3:00 pm
Financial Forecasting: Logan Katz Learning Series (In Person)
Note: This event page is for the in person option of our hybrid model. Click here to go to the virtual event page.
Presented by Invest Ottawa partner, Logan Katz LLP
About this workshop:
This 2-hour session will help you understand how to develop sound financial projections and a working cash flow model, as well as interpret related financial statement components.
About the speaker:
Wilson began his career in public accounting with Logan Katz in 2013 as a co-op student through the University of Ottawa’s Telfer School of Management. His dynamic personality and keen work ethic quickly allowed him to develop strong relationships with our partners and staff, as well as our clients. Wilson became a highly-valued full-time employee in 2015 and obtained his CPA, CA designation in 2018. He has worked diligently at developing his skills and expertise across a wide range of areas including personal and corporate taxation, owner-manager remuneration and tax planning, interim controllership functions, and business advisory. Clients appreciate Wilson’s ability to recognize the value of understanding their unique situation and putting crucial conversations first. It is in his view that exchanges between others should be amicable, strategic, and goal-oriented. In 2023, Wilson achieved a significant milestone by becoming a partner at Logan Katz. As a partner, he continues to be an active ambassador for the firm, volunteering for consultations and workshops at Invest Ottawa, attending various charity and community events, and participating in student recruiting activities. Outside of the office, Wilson enjoys spending time with his family and rock climbing.
About Logan Katz LLP:
Logan Katz LLP is an established firm of Chartered Professional Accountants. In business since 1994, we are a team of forty-five enthusiastic and energetic professionals and administrative staff offering proactive, leading-edge expertise in a timely and responsive manner. We are trusted advisors to individuals, businesses, and not-for-profit organizations.
As a full service, boutique firm, we offer uncompromising high standards of client care and personalized service in the areas of personal, corporate, Canadian, U.S. and cross-border taxation, assurance, accounting, financial reporting, and business advisory, with specializations in advanced tax planning, corporate restructuring, commodity taxes, and inbound investment.
We grow with our clients, supporting their needs both nationally and internationally through our affiliation with AGN International. Our span is global, but we like to call Ottawa home. We are active contributors to the well-being of our local community through our fundraising, sponsorship, and volunteering efforts.