SME Financing Data Initiative
sme-fdi.gc.ca
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Agenda
International Perspectives on Financing Data Needs
Overview
Breakout Sessions
Where do we go from here?
Issues with Data Collection through Surveys
Reporting from Roundtable
Summary and Closing Remarks
Minding SME Finance Gaps
This session begins with a presentation from Mme Métivier on the importance of understanding financing gaps in Canada and the role of government (particularly the BDC) in addressing those gaps. A second presentation will focus on the challenges of identifying the nature and location of financing gaps. A plenary discussion will follow.
HTML PDF Version [98 KB, 7 pages]
Edmée Métivier, Business Development Bank of Canada
Identifying Capital Market Gaps: How can we tell?HTML PDF Version [217 KB, 20 pages]
Allan Riding, University of Ottawa School of Management
International Perspectives on Financing Data Needs
This session provides an international perspective in terms of data collection and research on key financing issues facing SMEs. Three presentations will be made, two of them will review a particular segment of the financing continuum – informal investors (business angels), formal investors (venture capital) and a third will be on strengthening financing data (OECD).
HTML PDF Version [148 KB, 15 pages]
Tim Davis, Organization for Economic Co-operation and Development
Using the FDI: a UK PerspectiveHTML PDF Version [185 KB, 14 pages]
Colin Mason, University of Strathclyde
Research Issues in Angel InvestingHTML PDF Version [523 KB, 36 pages]
Jeffrey E. Sohl, University of New Hampshire
Overview
The SME Financing Data Initiative has been a strong contributor to analyzing SME financing gaps over the past six years and a presentation will deal with an overview of the Initiative over the past 6 years (how it has progressed) and what value-added it has brought to strengthen evidence-based policy analysis.
HTML PDF Version [293 KB, 15 pages]
Beth Woloski, Department of Finance and Brad Bélanger, Industry Canada
Breakout Sessions
These breakout sessions provide further insight into how the SME FDI data was used to form evidence-based policy. Each session will have a presentation made by a research and policy developer to share their experiences into how the SME FDI furthered their understanding or policy development of a particular issue.
HTML PDF Version [235 KB, 23 pages]
A key element of any program/policy initiative is evaluation and in particular evaluating the role of government in the marketplace. This session illustrates how the SME FDI was used to support the performance review of a government program (the CSBFA). A key focus of the presentation will be on the incrementality study and how this confirms the relevance of government intervention.
George Haines, Sprott School of Business and Laura Morin, Industry Canada
Breakout 1B: AngelsHTML PDF Version [325 KB, 34 pages]
Among groups making a case for beneficial tax treatment are so-called business angels, individuals who invest personal funds to early-stage businesses. This seminar illustrates how the SME FDI data was used to provide a basis for estimating the impact of any such tax benefits and to discern issues related to consideration of such a tax treatment.
Allan Riding, University of Ottawa School of Management and Brad Belanger, Industry Canada
Breakout 1C: Gender of OwnerHTML PDF Version [255 KB, 35 pages]
The extent to which women, and especially women business owners, face financial barriers has long been debated. This seminar illustrates how analysis of the SME FDI data helped resolved the extent and nature of financing challenges were gender-specific.
Barbara Orser, University of Ottawa School of Management and Christine Carrington, Industry Canada
Breakout 2A: Knowledge-based Industry (KBI)HTML PDF Version [367 KB, 40 pages]
Often, policy makers are asked to design interventions to address concerns that particular categories of businesses or individuals face disproportionately greater challenges than other groups. This seminar illustrates how analysis of SME FDI data allowed policy makers to assess the extent to which one particular category of firms did – or did not – face extraordinary barriers.
Allan Riding, University of Ottawa School of Management and Peter Webber, Industry Canada
Breakout 2B: Financing Gaps of SME ExportersHTML PDF Version [372 KB, 28 pages]
Exporting, as a growth strategy, has become a key area of concern for policy analysts given the need for companies to compete in the global marketplace. A key element of this growth strategy is access to financing. This session focuses on a number of findings related to exporter SMEs and the extent to which access to financing acts as a barrier to export activity.
Peter Hall, Export Development Canada and Brad Bélanger, Industry Canada
Breakout 2C: Technology (Innovative) FirmsHTML PDF Version [153 KB, 18 pages]
Research and Development (R&D) can represent an important internationally exportable competitive advantage for firms. This session focuses on the connection between the propensity of firms to export and their proclivity to conduct R&D activities at the sector level.
Tyler Chamberlain, University of Ottawa School of Management and Jean-Sibert LaPolice, Industry Canada
Where do we go from here?
Forum participants will partake in roundtable discussions with the goal of identifying priorities and recommendations in the areas of research, policies and programs, and data collection methodologies. Each table will identify priorities for action.
HTML PDF Version [96 KB, 2 pages]
Brad Bélanger, Industry Canada
Facilitated by: Judith Madill, Sprott School of Business
Issues with Data Collection through Surveys
HTML PDF Version [180 KB, 11 pages]
Terry Evers and Mary Beth Garneau, Statistics Canada
Reporting from Roundtable
A table summarizing the top 5 issues will be presented and a panel of researchers will provide a recommendation of what research could be undertaken with the current questionnaire (or additional questions) in response to each issue. The plenary will also have an opportunity to include their input on how to address the issue.
HTML PDF Version [124 KB, 8 pages]
Brad Bélanger, Industry Canada
Facilitated by: Judith Madill, Sprott School of Business
Summary and Closing Remarks
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