Croesus

Montréal

November 22, 2019

from 7:30 AM to 3:00 PM

Sofitel Montréal

1155 Sherbrooke Ouest
Montréal, QC H3A 2N3

Agenda

7:30 AM – 8:30 AM

Check-in and breakfast
Welcome address

8:30 AM – 9:15 AM

What’s in store for 2020 in the wealth management industry?

9:15 AM – 10:00 AM

Dive into compliance and embrace the trends

10:00 AM – 10:30 AM

Networking break

10:30 AM – 11:15 AM

Increase your efficiency with filtersAndré Poirier
Optimize prospect managementTerry Terrian
Build a better book using your dataJean-Philippe Doré

11:15 AM – 12:00 PM

Discover how to manage relationships and performanceAndré Poirier
Search criteria: Lists for all your needsTerry Terrian
Streamline your book using models and achieve greater efficiencyAnne Tardif

12:00 PM – 1:30 PM

Lunch and keynote speakerBob McKenzie

1:30 PM – 3:00 PM

Explore advanced concepts from models to order managementAndré Poirier
Report management best practicesTerry Terrian
The winning reasons to use an agile approach for wealth professionalsGuillaume Girard

Speakers

Bob McKenzie

Bob McKenzie

TSN Hockey Insider and Media Personality

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Jean-Philippe Doré

Jean-Philippe Doré

Product Owner – Business Intelligence, Croesus

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Guillaume Girard

Guillaume Girard

Vice President, Software Engineering, Croesus

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André Poirier

André Poirier

Senior Manager – Training & Documentation, Croesus

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Anne Tardif

Anne Tardif

Senior Advisor, Professional Services, Croesus

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Terry Terrian

Terry Terrian

Training Advisor, Croesus

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Advantages

  • CreditsIIROC continuing education credits
  • Croesus ExpertsAccess to Croesus experts
  • TrainingTargeted product training
  • SkillsEnhance your skills
  • Industry insightsIndustry insights
  • NetworkingNetworking

Register

15% Discount

Clients

$149
instead of $179
Promotional offer until August 30, 2019
15% Discount

Regular

$255
instead of $299
Promotional offer until August 30, 2019

Clients Group Tickets

Group 5 to 9
$145
Group 10+
$125