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N E C B C ’s 1 0 t h A n n u a l U . S . / C a n a d a Te c h n o l o g y B u s i n e s s F o r u m



                                                                                                                                       NECBC’s 10th Annual U.S./ Canada Technology Business Forum




           Thursday, April 16, 2009
           Colonnade Hotel / Boston, MA / Noon - 5:00 p.m.
04.16.09
           including Luncheon and Post-Conference Networking Reception

           Program Highlights:
            • Doing Business in Canada - Challenges and Opportunities                                                                  Join us for this half-day annual business forum where U.S. and Canadian technology
            • Expanding to the U.S. - Myths and Realities
                                                                                                                                       companies gather with business, financial and economic development entities to explore
            • Cross-Border Merger and Acquisition Opportunities
            • Entrepreneurial networking - build the right business and public sector contacts to facilitate                           the opportunities and challenges of cross-border business expansion and partnering in the
               cross-border partnering and expansion
                                                                                                                                       technology sector. This forum is the only joint U.S.-Canada technology business forum of
              Sponsorship Opportunities Still Available                                                  www.necbc.org                 its kind held annually in New England.


                                                                                                                                                  Thursday, April 16, 2009
                                                                                                                                                  Colonnade Hotel / Boston, MA / Noon - 5:00 p.m.
                                                                                                                                                  including Luncheon and Post-Conference Networking Reception

                                                                                                                                                  featuring Praveen Goyal, Director, Government Relations at RIM
                                                                                                                                                  “Growing Cross-Border Business: the RIM Experience”




                                                                                                                                       Early Bird Sponsors and Association Partners

                                                                                                                                       Luncheon Keynote Sponsor               Premier Sponsors                         Association Partners
                                                                                                                                        Business New Brunswick                CGI                                       Masachusetts Alliance for International
                                                                                                                                                                              Quebec Government Office - Boston           Business (MAIB)
                                                                                                                                       Conference Bag Sponsor                                                           Massachusetts Office of International
                                                                                                                                        Burns & Levinson LLP                  Patron Sponsors                             Trade & Investment (MOITI)
                                                                                                                                                                              Manulife                                  Tech Maine
                                                                                                                                       Conference Networking Break
                                                                                                                                                                              Posternak Blankstein & Lund LLP           World Boston
                                                                                                                                        Canadian Consulate General - Boston
                                                                                                                                                                              Supporter Sponsor
                                                                                                                                       Major Sponsors
                                                                                                                                                                              Fragomen, Del Ray, Bersen & Loewy, LLP
                                                                                                                                        Bingham McCutchen LLP
                                                                                                                 Randolph, MA 02368     Frasier Milner Casgrain               Media Sponsor
                                                                                                                 107 Pleasant Street    Open U.S.                             Good Leads
                                                                                                                 c/o Ellen M. Rota



                                                                                                                                       Sponsorship Opportunities Still Available!
Conference Program                                                                                                                          NECBC’s 10th Annual U.S./ Canada Technology Business Forum


11:15 – 11:55 am
                                                                                                                                                                                                                                                        Thursday, April 16, 2009
                                                                      • Legal and accounting pitfalls in doing business in                                                                                                                              Colonnade Hotel / Boston, MA
    Registration
                                                                        the U.S.
11:55 am – 12:00 noon                                                 • Advantages of operating in both countries
    Welcoming Remarks                                                 • Tax and economic incentives
                                                                                                                                                                                                                                         Conference Registration
12:00 – 1:25 pm                                                     Moderator:
    Luncheon & Keynote Speaker                                       - Patrick Bench, Massachusetts Office of International Trade
      sponsored by Business New Brunswick
    Growing Cross-Border Business:
                                                                    Speakers:                                                               accommodations                                                                   Conference fees
                                                                     - Lee Steele, Financial Leadership Partner, Tatum LLC
    the RIM Experience                                                                                                                      A limited number of rooms are reserved at the following                          For Luncheon, Conference and Networking Reception
                                                                     - Harvey Burg, Partner, Burns Levinson                                 hotel (reservations must be made by April 1, 2009):
      Praveen Goyal, Director, Government Relations at RIM                                                                                                                                                                   NECBC and Association Partner Members: $150 USD
                                                                     - Matt Muroney, Executive Director, CCR Group
                                                                                                                                            Colonnade Hotel (ask for the NECBC block)
1:35 – 2:45 pm                                                       - Ben Schwartz, Senior Vice President & Director of International                                                                                       Non-Members:                                           $190 USD
                                                                                                                                            reservations: (800) 962 -1000
    Session 1: Doing Business in Canada –                               Banking, TD Bank
                                                                                                                                            www.colonnadehotel.com
    Challenges and Opportunities                                                                                                                                                                                             Registration may be paid by check or credit card - Transaction
                                                                      - Ryan R. Moore, General Partner, GrandBanks Capital
     • What Canada has to offer to U.S. companies:
                                                                                                                                            120 Huntington Avenue                                                            fee and credit card processing fees will be added to the amount
                                                                      - Canadian company doing business in the US (TBD)                     Boston, MA 02116
       economic incentives, tax credits, low cost of doing
                                                                4:10 – 5:15 pm                                                              (617) 424-7000
       business, skilled employees
     • Financing the expansion
                                                                    Session 3: Cross Border Merger & Acquisition
                                                                    Opportunities
     • Legal and accounting pitfalls in doing business in
       Canada
                                                                     • At what point should a company look at acquisition                   Registration:                                                                                         Yes! I’d like to become a NECBC member!
                                                                       opportunities
     • Real world experiences in expanding to Canada                                                                                        Name / Title
                                                                                                                                                                                                                                                  Please select your level of membership.
                                                                     • When is being acquired an appropriate exit strategy
    Moderator:                                                                                                                                                                                                                                      q Individual Member @ $150 USD
                                                                     • Role of advisors in M&A transactions                                 Company

     - Marie-Louise Hannan, Canadian Consulate General               • What is hot, what is not
                                                                                                                                                                                                                                                    q Business Member @ $750 USD
                                                                                                                                            Address
    Speakers:                                                        • Specific challenges                                                                                                                                                          q Corporate Member @ $1,400 USD

     - David P. Little, Partner, Fraser, Milner, Casgrain            • Structures                                                           City / State or Province / Zip or Postal Code
                                                                                                                                                                                                                                                    q Corporate Partner @ $2,500 USD

     - Philippe Tremblay, Practice Leader, Fragomen, Del Rey,                                                                                                                                                                                     Visit the NECBC on the web at www.necbc.org
                                                                  Moderator:                                                                                                                                                                      to learn more about the benefits of various mem-
        Bernsen & Loewy, LLP                                                                                                                Phone / Fax / E-mail
                                                                    - (TBD), Pierce Atwood                                                                                                                                                        bership levels and speaker event sponsorships.
      - Paul Gasparro, Co-founder, Mapleworks
      - Jon Downey, Business New Brunswick                        Speakers:                                                                 You can also self-register to attend online at www.necbc.org!
                                                                     - Bruce Altman, Managing Director New York, KPMG
                                                                                                                                            Payment Method: Charge my: q MasterCard q VISA q American Express                                   Please mail or fax this completed form (including
2:45 – 3:00 pm
                                                                     - Allan Hackney, Senior Vice President & CIO, Manulife/John                                                                                                                complete credit card information and signature)
    Coffee and Networking Break                                         Hancock                                                             Cardholder Name                                                                                     and/or enclosed check made payable to:
     sponsored by Canadian Consulate                                  - Blair Porter, Vice President, Solutions Portfolio Management, CGI                                                                                                       The New England-Canada
3:00 – 4:10 pm                                                        - John Siracuse, Co-founder & Partner, Boston Meridian                Cardholder Home Phone
                                                                                                                                                                                                                                                Business Council, Inc.
    Session 2: Expanding to U.S. – Myths and                            Partners, LLC                                                                                                                                                           3 Alberta Lane
                                                                                                                                            Cardholder E-mail
    Realities                                                         - Scott Yaphe, General Partner, ABS Ventures                                                                                                                              Lakeville, MA 02347-1870 U.S.A.
     • Critical mistakes made by Canadian companies                                                                                         Card #:                                                             Exp. Date:                      Tel (781) 801-4310
                                                                5:15 – 7:00 pm
       doing business in U.S.                                                                                                                                                                                                                   Fax (508) 923-0369
                                                                    Networking Cocktail Reception
     • Elements of a successful cross border expansion                                                                                      Signature:                                                          Amount $:
                                                                                                                                                                                                                                                e-mail: ellenrota@aol.com www.necbc.org
                                                                     sponsored by (TBA)
                                                                                                                                            Note: Refund requests will be honored within three business days of transaction; otherwise regis-
                                                                                                                                            tration fees are non-refundable. Credit card payments will not be made via the telephone

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Necbc2009 Tech Business Forum

  • 1. N E C B C ’s 1 0 t h A n n u a l U . S . / C a n a d a Te c h n o l o g y B u s i n e s s F o r u m NECBC’s 10th Annual U.S./ Canada Technology Business Forum Thursday, April 16, 2009 Colonnade Hotel / Boston, MA / Noon - 5:00 p.m. 04.16.09 including Luncheon and Post-Conference Networking Reception Program Highlights: • Doing Business in Canada - Challenges and Opportunities Join us for this half-day annual business forum where U.S. and Canadian technology • Expanding to the U.S. - Myths and Realities companies gather with business, financial and economic development entities to explore • Cross-Border Merger and Acquisition Opportunities • Entrepreneurial networking - build the right business and public sector contacts to facilitate the opportunities and challenges of cross-border business expansion and partnering in the cross-border partnering and expansion technology sector. This forum is the only joint U.S.-Canada technology business forum of Sponsorship Opportunities Still Available www.necbc.org its kind held annually in New England. Thursday, April 16, 2009 Colonnade Hotel / Boston, MA / Noon - 5:00 p.m. including Luncheon and Post-Conference Networking Reception featuring Praveen Goyal, Director, Government Relations at RIM “Growing Cross-Border Business: the RIM Experience” Early Bird Sponsors and Association Partners Luncheon Keynote Sponsor Premier Sponsors Association Partners Business New Brunswick CGI Masachusetts Alliance for International Quebec Government Office - Boston Business (MAIB) Conference Bag Sponsor Massachusetts Office of International Burns & Levinson LLP Patron Sponsors Trade & Investment (MOITI) Manulife Tech Maine Conference Networking Break Posternak Blankstein & Lund LLP World Boston Canadian Consulate General - Boston Supporter Sponsor Major Sponsors Fragomen, Del Ray, Bersen & Loewy, LLP Bingham McCutchen LLP Randolph, MA 02368 Frasier Milner Casgrain Media Sponsor 107 Pleasant Street Open U.S. Good Leads c/o Ellen M. Rota Sponsorship Opportunities Still Available!
  • 2. Conference Program NECBC’s 10th Annual U.S./ Canada Technology Business Forum 11:15 – 11:55 am Thursday, April 16, 2009 • Legal and accounting pitfalls in doing business in Colonnade Hotel / Boston, MA Registration the U.S. 11:55 am – 12:00 noon • Advantages of operating in both countries Welcoming Remarks • Tax and economic incentives Conference Registration 12:00 – 1:25 pm Moderator: Luncheon & Keynote Speaker - Patrick Bench, Massachusetts Office of International Trade sponsored by Business New Brunswick Growing Cross-Border Business: Speakers: accommodations Conference fees - Lee Steele, Financial Leadership Partner, Tatum LLC the RIM Experience A limited number of rooms are reserved at the following For Luncheon, Conference and Networking Reception - Harvey Burg, Partner, Burns Levinson hotel (reservations must be made by April 1, 2009): Praveen Goyal, Director, Government Relations at RIM NECBC and Association Partner Members: $150 USD - Matt Muroney, Executive Director, CCR Group Colonnade Hotel (ask for the NECBC block) 1:35 – 2:45 pm - Ben Schwartz, Senior Vice President & Director of International Non-Members: $190 USD reservations: (800) 962 -1000 Session 1: Doing Business in Canada – Banking, TD Bank www.colonnadehotel.com Challenges and Opportunities Registration may be paid by check or credit card - Transaction - Ryan R. Moore, General Partner, GrandBanks Capital • What Canada has to offer to U.S. companies: 120 Huntington Avenue fee and credit card processing fees will be added to the amount - Canadian company doing business in the US (TBD) Boston, MA 02116 economic incentives, tax credits, low cost of doing 4:10 – 5:15 pm (617) 424-7000 business, skilled employees • Financing the expansion Session 3: Cross Border Merger & Acquisition Opportunities • Legal and accounting pitfalls in doing business in Canada • At what point should a company look at acquisition Registration: Yes! I’d like to become a NECBC member! opportunities • Real world experiences in expanding to Canada Name / Title Please select your level of membership. • When is being acquired an appropriate exit strategy Moderator: q Individual Member @ $150 USD • Role of advisors in M&A transactions Company - Marie-Louise Hannan, Canadian Consulate General • What is hot, what is not q Business Member @ $750 USD Address Speakers: • Specific challenges q Corporate Member @ $1,400 USD - David P. Little, Partner, Fraser, Milner, Casgrain • Structures City / State or Province / Zip or Postal Code q Corporate Partner @ $2,500 USD - Philippe Tremblay, Practice Leader, Fragomen, Del Rey, Visit the NECBC on the web at www.necbc.org Moderator: to learn more about the benefits of various mem- Bernsen & Loewy, LLP Phone / Fax / E-mail - (TBD), Pierce Atwood bership levels and speaker event sponsorships. - Paul Gasparro, Co-founder, Mapleworks - Jon Downey, Business New Brunswick Speakers: You can also self-register to attend online at www.necbc.org! - Bruce Altman, Managing Director New York, KPMG Payment Method: Charge my: q MasterCard q VISA q American Express Please mail or fax this completed form (including 2:45 – 3:00 pm - Allan Hackney, Senior Vice President & CIO, Manulife/John complete credit card information and signature) Coffee and Networking Break Hancock Cardholder Name and/or enclosed check made payable to: sponsored by Canadian Consulate - Blair Porter, Vice President, Solutions Portfolio Management, CGI The New England-Canada 3:00 – 4:10 pm - John Siracuse, Co-founder & Partner, Boston Meridian Cardholder Home Phone Business Council, Inc. Session 2: Expanding to U.S. – Myths and Partners, LLC 3 Alberta Lane Cardholder E-mail Realities - Scott Yaphe, General Partner, ABS Ventures Lakeville, MA 02347-1870 U.S.A. • Critical mistakes made by Canadian companies Card #: Exp. Date: Tel (781) 801-4310 5:15 – 7:00 pm doing business in U.S. Fax (508) 923-0369 Networking Cocktail Reception • Elements of a successful cross border expansion Signature: Amount $: e-mail: ellenrota@aol.com www.necbc.org sponsored by (TBA) Note: Refund requests will be honored within three business days of transaction; otherwise regis- tration fees are non-refundable. Credit card payments will not be made via the telephone