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From Plan to Claim: The Role of Documentation in SRandED Success

  •  March 12, 2025
     11:30 am - 1:30 pm
Unlock the Full Potential of Your SR&ED (SH-RED) Claims.
SR&ED, or the Scientific Research and Experimental Development program, is one of Canada’s top incentive programs designed to help businesses of all sizes and sectors conduct research and development in Canada.
So, whether this is the first you hear about SR&ED, or have been involved for many years, it’s crucial to adopt a strategic approach early in your documentation to maximize your benefits and recoup your investment in innovation.

Join our expert Andrea Legary, Managing Partner of The Recoup Group, who will guide you through:

  • Structuring Experimental Development: Learn how to identify and address technological uncertainties effectively.
  • Best Practices for Tracking and Documentation: Protect your claim eligibility and minimize risks during reviews by mastering tracking and documentation.
  • Effective Project Governance: Discover strategies for project governance, including role assignments and activity oversight.
  • Avoiding Common Pitfalls: Recognize and steer clear of the most frequent pitfalls in SR&ED claims.

Register today to be fully prepared and protected for success!

Date: Wednesday, March 12th, 2025
Time: 11:30am – 1:30pm
Location: Virtual
Cost: Free

Presented by

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Andrea Legary

Managing Partner of The Recoup Group

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As a Professional Engineer (P.Eng) and Managing Partner at The Recoup Group, Andrea provides assistance to companies in a wide range of industries to access the Scientific Research & Experimental Development (SR&ED) tax credit to fund the advancement of their technology. Prior to working in SR&ED, Andrea worked as an Engineer, participating in several of Canada’s leading Space and Defense projects. These include the opportunity to design the thermal system for CASSIOPE, a Canadian Space Agency commissioned satellite, oversight of the production and delivery of Black Brant sounding rockets utilized by NASA, management of the engineering projects and capital budgets for the Joint Strike Fighter F-35 Program, and coordination of the procurement of structural components for the RADARSAT Constellation Mission at Magellan Aerospace.

Andrea feels strongly that investments in research are critical to global competitiveness and to creating and maintaining fulfilling career opportunities in Manitoba. In order to give back to the community she volunteers her time on several non-profit boards whose mandates align with investing in research for the economic benefit of the province. This includes serving as Chair of the Board of Directors for Research Manitoba, and as a director on West Canitest R&D (WestCaRD) and the Enterprise Machine Intelligence and Learning Initiative (EMILI).