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16/10/2018 | |||
7:30 am - 8:30 am | Registration and Breakfast | ||
8:30 am - 8:40 am | Opening Remarks | ||
8:40 am - 8:55 am | Industry Overview [More Info] Leslie Byberg, Executive Director and Chief Administrative Officer, Ontario Securities Commission, Ontario Securities Commission | ||
8:55 am - 9:15 am | Diversity and Inclusion [More Info] Tanya Van Biesen, Executive Director, Canada, Catalyst | ||
9:15 am - 10:05 am | Executive 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 am | Audience Q&A | ||
10:20 am - 10:40 am | Break | ||
10:40 am - 11:25 am | Recent 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 am | Advisor 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 pm | Emotional Intelligence: The Only Differentiator [More Info] Penny Phillips, CEO & Founder, Thrivos Consulting | ||
12:35 pm - 1:20 pm | Lunch | ||
1:20 pm - 1:50 pm | Resilience: How to Strenghten and Grow Through Times of Struggle [More Info] Dr. Moira Somers, Change Expert, Financial Psychologist | ||
1:50 pm - 2:20 pm | The 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 pm | Networking/Table Discussions | ||
2:50 pm - 3:10 pm | Break | ||
3:10 pm - 3:50 pm | Small message, BIG impact! [More Info] Terri Sjodin, Founder of Sjodin Communications | ||
3:50 pm - 4:00 pm | Closing Remarks | ||
4:00 pm - 5:00 pm | Networking Reception |