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 – 8:15 AM

Check-in and breakfast
Welcome address

8:15 AM – 9:00 AM

The future of adviceKendra Thompson

9:00 AM – 10:00 AM

Top 10 of compliance rules you should know ...and applyColette ArcidiaconoIIROC CE credits: 1

10:00 AM – 10:30 AM

Networking break

10:30 AM – 11:15 AM

Increase your efficiency with filtersAndré PoirierIIROC CE credits: 0.75
Optimize prospect managementJulien NadonIIROC CE credits: 0.75
Build a better book using your dataJean-Philippe Doré & Lynette Lewis

11:15 AM – 12:00 PM

Discover how to manage relationships and performanceAndré PoirierIIROC CE credits: 0.75
Search criteria: lists for all your needsJulien NadonIIROC CE credits: 0.75
Achieve greater efficiency using management by modelsAnne 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 PoirierIIROC CE credits: 0.75
Report management best practicesJulien NadonIIROC CE credits: 0.75

1:30 PM – 2:15 PM

Explore the latest trends in RegTech and what they mean for wealth managementSandra Persaud

2:15 PM – 3:00 PM

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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Colette Arcidiacono

Colette Arcidiacono

Founder, Compliance 101

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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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Lynette Lewis

Lynette Lewis

Head of North America Portfolio Consulting Group, Russell Investments

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Julien Nadon

Julien Nadon

Application and data analyst, Croesus

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Sandra Persaud

Sandra Persaud

Director, Risk Advisory at Deloitte

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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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Kendra Thompson

Kendra Thompson

Consulting Partner at Deloitte

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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

Clients

$179

Regular

$299
Groups

Clients

Group 5 to 9
$145
Group 10+
$125