March Lunch & Learn

March 22, 2018 @ 11:30 am – 1:30 pm
North Forge Fabrication Lab
125 Adelaide St.
Alison Lea

SR&ED DIY: Preparing the Technical Project Description

Join us for our Lunch & Learn on March 22, 2018! We will be gathering at the North Forge Fabrication Lab (125 Adelaide St.) from 11:30am-1:30pm!

Description: Tax season is upon us! If your company completed work in 2017 that is eligible for the Scientific Research and Experimental Development (SR&ED) program, it is time to start preparing your claim. For many start-ups, there is a desire to navigate the SR&ED application on your own.  The objective of this lunch and learn will be to provide you with tips on the preparation of the Technical Project Description component of the SR&ED claim, including how to avoid common mistakes in the description of your project..

This session will only briefly cover SR&ED eligibility and is primarily targeted at those who have already identified eligible work, and would like some guidance on the preparing the technical description in house.  The target audience would be the technical staff who has an intimate knowledge of the work performed and is tasked with the preparation of the description.


Presenter: Andrea Legary PEng MBA

Title: Manager, Global Innovation and Investment Incentives, Tax


Andrea is a Manager in Deloitte’s Global Investment and Innovation Incentives group here in Winnipeg.  Andrea joined Deloitte in 2014 after a decade of working in Winnipeg’s aerospace and defense industry on programs for CSA, NASA, and Lockheed Martin.  Her primary focus is assisting clients to access funding in support of their research and development initiatives via the  Scientific Research and Experimental Development (SR&ED) program.


Light lunch will be provided.

Please RSVP to [email protected]