Finance and Funding


What you will learn:

If you’re already using Government funding programs like SR&ED, you will learn about the latest changes and updates; and if you’re not already using government financing, you will learn about the different programs that are currently available.

Lunch & Refreshments will be provided.

The Scientific Research and Experimental Development (SR&ED) Program

  • Designed to encourage Canadian businesses of all sizes and in all sectors to conduct research and development (R&D) in Canada.
  • Whether you are a first-time claimant, wondering if you are eligible, or need help to understand the claim process, hear from David O’Neill from BDO Kelowna as he shares his insights on what you need to know to file for SR&ED.

Canadian Federal and Provincial Government Funding

  • Helping your business through grants, loans, or other forms of financing.
  • Hear from Jason Neale as he discusses the many alternative Government Funding programs available to assist Canadian businesses with expenses related to R&D, new product development, manufacturing process improvements, and workforce development.

David O’Neill, MA, CSM, MCSD, Dipl. CST

BDO (Manager – SR&ED Services)

David joined BDO’s SR&ED practice after over 15 years in the software development industry, in various roles from hands-on software developer through to R&D departmental director. He has experience in various software development methodologies from traditional waterfall to multi-team distributed Agile. His interests include change leadership in complex organizations, process improvement (especially involving technology), team building, and innovative continuous improvement. David has experience in a variety of industries, including both software product and IT consulting, mobile gaming, information security, asset management, natural resources, manufacturing, banking, and public safety & law enforcement.

Jason Neale, PhD, MBA

OKR Financial(Managing Partner)

Dr. Jason Neale is a serial entrepreneur and has a driven edge for starting new ventures, turning around struggling companies, developing novel technology and managing fast growing opportunities. Jason has direct experience of raising Government funding and equity (approximately $150 million), business turnarounds, winning major contracts ($100+ million) and the sale of technology companies, in part or whole.

Jason is also a previous Ernst and Young Entrepreneur of the Year winner (National - Innovation and Development and Quebec - Emerging Entrepreneur), Deloitte Top 10 Fastest growing company CEO and an NRC Leaders in Innovation award recipient.