2026 Ask the Experts | Growing Pains: When Business Structure, Tax Strategy & Systems Must Evolve

8:30 AM - Registration and refreshments
9:00 AM - Program begins

Description:

As your business grows, complexity grows with it.
More revenue.
More clients.
More decisions.
More risk.

What worked when you started may no longer work today — and many founders don’t realize they’ve outgrown their structure, tax approach, or internal systems until stress and cash pressure appear.
This Ask the Expert session explores the critical inflection points where businesses must evolve — and how to recognize them before they become costly problems.

Purpose of the Session
This session is designed to help founders and owner-operators:

• Identify early warning signs that their business setup no longer fits
• Understand how structure, tax strategy, and systems are interconnected
• Recognize when growth requires evolution — not just more effort
• Avoid common scaling mistakes that lead to cash stress and burnout
• Gain clarity on what to prioritize in the next 6–12 months

This is an educational discussion — practical, strategic, and grounded in real business experience.

Who Should Attend
This session is ideal for:

• Founders and owner-operators
• Businesses generating $250K–$5M in revenue
• Professional services, trades, consultants, and growing SMBs
• Business owners feeling “busy but unclear”
• Entrepreneurs planning to scale in the next 12–24 months

If you’ve ever thought:

• “We’re growing, but it feels heavier.”
• “Why is tax season still stressful?”
• “Why don’t I have full visibility on cash flow?”
• “Everything still runs through me.”

Speakers Profile
 

Depo Ogunruku CPA
Founder Outsourced Finance CPA

Depo Ogunruku, CPA is the Founder and Principal of Outsourced Finance Professional Corporation, a cloud-based accounting and CFO advisory firm supporting growth-focused Canadian businesses.

She advises entrepreneurs and incorporated professionals on corporate structure, tax efficiency, cash flow strategy, and finance transformation. Her work goes beyond compliance — helping leadership teams design scalable financial systems, strengthen governance, and make informed strategic decisions.

Depo is known for translating complex tax and financial concepts into clear, practical guidance. As a panel moderator, she brings both technical expertise and real-world founder experience, facilitating conversations that are structured, insightful, and directly relevant to business owners navigating growth and change.

https://www.linkedin.com/in/depo-o/ 

https://outsourcedfinance.ca/ 

depo@outsourcedfinance.ca 

Michelle Clermont
Founder Caring Moment Personal Services 

Michelle Clermont is the founder of Caring Moment Personal Services, a fast-growing healthcare company dedicated to protecting and supporting vulnerable seniors in London, Ontario.

After 25 years in the software industry, Michelle made a life-changing decision to become a Personal Support Worker. The shift was deeply personal. When her grandmother developed dementia and experienced financial abuse in long-term care, Michelle saw firsthand the gaps in the system and felt called to be part of the solution.

She has since worked across retirement homes, long-term care, provincial agencies, private agencies, and with her own clients, gaining a deep understanding of the challenges families face. Determined to do things differently, she launched Caring Moment Personal Services — and in just one year, the company has experienced remarkable growth.

Michelle is now building her legacy by delivering compassionate, ethical care and reshaping how senior support services are provided in her community.

https://caringmoment.ca/about-us.html 

https://www.linkedin.com/in/michelle-clermont-a9156719a/


Susan Goebel

Founder & CEO Scaling Management Consulting
Susan Goebel is the Founder and CEO of Scaling Management Consulting Group, Inc. For over two decades, she has led businesses, served on boards, and driven operational excellence that delivers measurable improvements in efficiency, profitability, and revenue growth. Susan brings a structured, data-driven approach to solving complex business challenges, helping leaders replace chaos with clarity, strengthen financial performance, and align people, process, and profit so their businesses can scale without losing control.

Since becoming an entrepreneur in 2014, she has supported founders across Canada and the United States in building scalable systems that reduce operational friction and improve profitability. Based in London, Ontario, Susan is passionate about strengthening the local business community by helping entrepreneurs build resilient, sustainable companies that reflect their own definition of success rather than constant firefighting.

LinkedIn: https://www.linkedin.com/in/susangoebel/
YouTube: https://www.youtube.com/@ScalingForSuccess
Website: www.scalinggrp.com

 

Albert Lin
Partner, Doyle Prendergast Law Office

Albert Lin is a Partner at Doyle Prendergast Law Office, where he advises public and private companies, investors, and boards on complex corporate transactions and governance matters. With more than $30 billion in completed mergers and acquisitions, he brings deep expertise in deal structuring, take-private transactions, reorganizations, and strategic acquisitions.

Recognized as part of the team behind Brookfield’s acquisition and privatization of Inter Pipeline (M&A Deal of the Year), Albert is known for his practical approach to transaction architecture, fiduciary oversight, and risk allocation. As a panellist he provides clear, experience-based insight into corporate structures, governance strategy, and executing sophisticated deals.

https://doyleprendergast.com/our-team.html 

https://www.linkedin.com/in/albert-lin-47b8a91a2/