Tips and Tricks for Successful SR&ED Claim Applications

Navigating the Scientific Research & Experimental Development (SR&ED) program can be complex—but it doesn't have to be.

Join us for an expert-led session designed to help founders, CFOs, and finance teams get the most out of their SR&ED claims. Whether you're preparing your first submission or looking to optimize your next one, this event will provide practical guidance, insider perspectives, and actionable tips.

Our panel features top industry voices with deep experience in finance, innovation, and SR&ED strategy:

• Aly Khan Musani – CFO & COO at Symend
• Rehan Ahmad – Director of Banking at RBCx
• Dawson Drolet – Director of Business Development at Boast.AI

Don’t miss this chance to learn how to avoid common pitfalls, strengthen your documentation, and maximize your eligible returns.

Who Should Attend:
Startup and scale-up founders, CFOs, controllers, and operations leaders working in R&D-heavy industries.

What You'll Learn:

• Key criteria for SR&ED eligibility
• How to build a bulletproof claim package
• Common audit triggers and how to avoid them
• Best practices from companies that consistently succeed