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AGENDA

Featuring audience Q&As, table discussions, networking opportunities and a reception, this conference invites you to be part of the conversation. You will not only hear top-tier educational content from industry experts and thought leaders; you will also share your thoughts with your peers and make connections with other successful women.

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16/10/2018
7:30 am - 8:30 amRegistration and Breakfast
8:30 am - 8:40 amOpening Remarks
8:40 am - 8:55 amIndustry Overview [More Info]
Leslie Byberg, Executive Director and Chief Administrative Officer, Ontario Securities Commission, Ontario Securities Commission
8:55 am - 9:15 amDiversity and Inclusion [More Info]
Tanya Van Biesen, Executive Director, Canada, Catalyst
9:15 am - 10:05 amExecutive Leadership Panel [More Info]
Tanya Van Biesen, Executive Director, Canada, Catalyst
Karen McGuinness, Senior Vice-President, Member Regulation – Compliance, MFDA
Sharon MacLeod, Unilever Global Vice President, Dove Men+Care
Charyl Galpin, Chief Regulatory Officer, BMO Wealth Management, BMO Financial Group
Jennifer Hubbard, Managing Director, Financial Planning and Advice, CIBC
10:05 am - 10:20 amAudience Q&A
10:20 am - 10:40 amBreak
10:40 am - 11:25 amRecent tax changes for CCPC's and their impact on your clients [More Info]
Sheryl Troup, Director, Tax & Estate Planning, Advanced Financial Planning, IG Wealth Management
11:25 am - 11:55 amAdvisor Panel: Sharing Tips for Success [More Info]
Carla DosSantos, Senior Investment Advisor, CFP
Jennifer Estall, Advisor, Managing Partner of WSC Financial Solutions Inc., Sun Life Financial
Kristine Douglas, Certified Financial Planner, Douglas Wealth Management Group and Investment Planning Counsel
11:55 am - 12:35 pmEmotional Intelligence: The Only Differentiator [More Info]
Penny Phillips, CEO & Founder, Thrivos Consulting
12:35 pm - 1:20 pmLunch
1:20 pm - 1:50 pmResilience: How to Strenghten and Grow Through Times of Struggle [More Info]
Dr. Moira Somers, Change Expert, Financial Psychologist
1:50 pm - 2:20 pmThe Social Advisor: How Top Financial Companies Are Leveraging Social Media to Amplify Their Marketing [More Info]
Amy McIlwain, Global Industry Director, Financial Services, Hootsuite
2:20 pm - 2:50 pmNetworking/Table Discussions
2:50 pm - 3:10 pmBreak
3:10 pm - 3:50 pmSmall message, BIG impact! [More Info]
Terri Sjodin, Founder of Sjodin Communications
3:50 pm - 4:00 pmClosing Remarks
4:00 pm - 5:00 pmNetworking Reception