Navigate U.S. Expansion With the Expertise to Make Stronger Decisions

Expanding into the U.S. brings decisions across immigration, entity setup, compliance, trade, IP, and marketing. One wrong move creates delays, unnecessary costs, or problems that get harder to fix later.

Cross-Border Conference 2026 brings the expertise behind those decisions into one focused event. Learn how to evaluate immigration options, establish U.S. operations, avoid compliance gaps, protect margins and intellectual property and build a go-to-market strategy for the U.S.

Tuesday, November 3, 2026

9:00 AM - 12:00 PM PT

Virtual Conference

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What You’ll Learn

Get practical guidance tied directly to the decisions international businesses face when entering andoperating in the U.S.

Identify the U.S. expansion decisions that can create costly downstream problems when theyare made too early, too late or without the right context.

Evaluate the right immigration path for different business and expansion scenarios.

Understand the operational setup, banking and payroll considerations involved in establishing aworking U.S. presence.

Recognize incorporation and compliance mistakes that can create added cost, risk and expensive cleanup for cross-border companies.

Understand how tariffs and trade affect costs and margins across borders.

Protect your intellectual property and patents as you enter the U.S. market.

Build a U.S. go-to-market strategy designed to reach and win the right customers.

Conference Lineup

Expertise Across the Decisions That Shape U.S. Expansion

From expansion strategy and immigration to U.S. setup, compliance, trade, intellectual property and go-to-market strategy, each session focuses on a decision area that can directly affect how a business enters,operates and grows in the U.S.

The U.S. Expansion Playbook

Kyle Lodder, CPA | Lodder CPA

9:00 AM - 9:30 AM

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What decisions need to happen when expanding into the U.S., and in what order? Kyle will open the conference with a decision map for U.S. expansion, covering the major moves businesses need to make, when they need to make them and the costly consequences that can follow when key steps are skipped.

U.S. Visas & Immigration Strategies for Cross-Border Growth

Heather Fathali & Halley French | Cascadia Cross-Border Law

9:30 AM – 10:00 AM

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Learn what activities may be permitted as a U.S. business visitor, which visa options may fit owners, executives and key employees and what businesses should know about border crossings and 2026 U.S.-Canada immigration developments.

Landing in America: Building the Operation Your First U.S. Hire Needs

Ed Shropshire | In2America

10:00 AM - 10:30 AM

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What needs to be in place before your first U.S. hire? This session will focus on the hiring, payroll and compliance decisions businesses need to get right as they build their first U.S. team.

The Compliance Mistakes That Cost Cross-Border Companies

Gene Moses | Barkley Law Group

10:45 AM – 11:15 AM

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Where do cross-border companies get incorporation and ongoing compliance wrong? Gene will focus on common mistakes, the problems they create and practical ways businesses can avoid them.

Tariffs, Trade & Margins

Mackenzie Matthews | Maynard Nexsen

11:15 AM - 11:45 AM

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Learn how tariffs can affect costs and margins, what businesses should know about potential tariff refund opportunities and which trade and compliance issues may require closer legal review.

Protecting Your IP and Patents When You Expand Into the U.S.

Dave Roccio | Partner, U.S. Patent Attorney

11:45 AM - 12:15 PM

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What should companies protect as they enter or grow in the U.S. market? This session will focus on the IP and patent considerations businesses need to address as part of their expansion plans.

Winning U.S. Customers: Go-to-Market for Cross-Border Companies

Cameron Heffernan | Founder, Marketing & U.S. Expansion Advisor, Beyond Borders

12:15 PM - 12:45 PM

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How do you earn a U.S. customer's trust when they've never heard of you? This session will focus on the trust-building and go-to-market decisions cross-border businesses need to make to turn an expansion plan into real customer growth.

Who This Conference Is For

For Businesses Navigating U.S. Expansion and the Professionals Supporting Them.

International Business Owners and Founders

CFOs and Finance Teams

Companies Already Operating in, Expanding into or Relocating to the U.S.

Advisors Supporting Cross-Border Businesses

If U.S. growth is on your roadmap, this conference will help you see how the major decisions connect before they become expensive to unwind.

Ready To Make Your Next U.S. Move With More Clarity?

Join Cross-Border Conference 2026 for practical guidance across the decisions that shape a successful U.S. expansion.

Tuesday, November 3, 2026

9:00 AM PT / 12:00 PM ET

Virtual Conference

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