On-Demand Webinar

The Capital Allocation Masterclass:
Board-Level Decision Making for People Investment

Canada’s Federal Budget 2025 introduced significant changes to the much-discussed SR&ED program.

Most Canadian businesses think about government funding and people investment as separate decisions made by different departments. The most successful growth companies, however, are creating intentional capital allocation strategies that transform tax credit recoveries into measurable competitive advantages.

With SR&ED credits doubling (up to $2.1M in refundable credits), forward-thinking leaders are asking: “How do we reinvest this capital to build the kind of company that attracts exceptional talent, drives innovation, and creates sustainable competitive advantage?”

Watch the free webinar recording

Here’s What You’ll Learn

  • How strategic AI can reduce manual finance work

  • How to strategically streamline the SR&ED tax credit process
  • 2025 trends to make more informed budgeting decisions
  • Real-world success stories

Who Should Watch

CEOs, Founders, and CFOs at growth-stage Canadian businesses (30-300 employees) who:

  • Are currently claiming SR&ED or should be
  • Face talent attraction/retention challenges
  • Need to justify people investments to boards/stakeholders
  • Want to build competitive advantage through culture and benefits
  • Operate in competitive hiring markets (tech, engineering, manufacturing, professional services)

HR Directors and People Leaders who need to build business cases for enhanced people investments and want to understand available capital sources.

Your Expert Hosts

Paul Davenport

Head of Content
R&D Tax Credit Expert

Katrina Sinclair

Insurance Advisor

Eugene Fung

CPHR, SHRM-CP
Founder & HR Advisor