Author Feature: Jenifer Bartman

Knowledge Bureau is pleased to announce the publication of a new edition of its certificate course  Advising Family Business, with substantive additions and commentary by Jenifer Bartman, CA, CMC. 

Jenifer is the lead instructor and author of four certificate courses in the Knowledge Bureau Master Financial Advisor Designation Program in Succession and Estate Planning Services.

The updated new Advising Family Business Course includes the following benefits and features:

- Revised course content

- Practical succession planning strategies, including:

• The Market Driven Business concept

• Separating the lifecycle of the business from that of the Founder

• Succession Mapping

- Using the Tax Efficient Retirement Income Calculator to help clients approach succession planning with confidence

Jenifer is an experienced senior executive in providing advisory and contract executive services to companies in the early, financing, growth, and transition stages of development, specializing in business and succession planning, marketing and expansion strategy, financing readiness, financial analysis, and executive coaching.

A published author (Master Your Investment in the Family Business: How to Increase After Tax Wealth) and Expert Contributor (It’s Your Money, Honey), her work has appeared in numerous venues, including Private Capital, Canadian Capital, Golden Girl Finance, Yahoo! Finance, CareerVision, Divestopedia, and Club Manager Quarterly.

Over the course of her career, she has been a guest speaker at various events covering a variety of topics, including succession planning and venture capital. She has developed and delivered an early stage financing webinar series for  CPA Canada, attracting over 10,000 participants thus far.

Ms. Bartman has a long history of community and business association volunteer positions, and has been involved with the Canadian  Venture Capital Association since 2001. She is currently a member of the Professional Development Committee and the Editorial Board and has served on the Annual Conference Committee. She is also on the Board of Directors and Executive and Finance (Chair) Committees of Economic Development Winnipeg Inc. and is a Mentor with Futurpreneur Canada. She was recognized for her volunteer efforts as the inaugural recipient of the Intercontinental Hotels Group Canada 2007 CSTA Community Service Award, presented by the Canadian Sport Tourism Alliance.

To register in the new course, click here. Register before April 30 for $50 off the course.