Croesus

Toronto

November 28, 2019

from 7:30 AM to 3:00 PM

Delta Hotels

75 Lower Simcoe St.
Toronto, ON M5J 3A6

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

Top 10 of Compliance Rules you should know …and applyColette Arcidiacono

10:00 AM – 10:30 AM

Networking break

10:30 AM – 11:15 AM

Increase your efficiency with filtersAndré Poirier
Optimize prospect management
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 needs
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 practices

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

+
Colette Arcidiacono

Colette Arcidiacono

Founder, Compliance 101

+
Jean-Philippe Doré

Jean-Philippe Doré

Product Owner – Business Intelligence, Croesus

+
Guillaume Girard

Guillaume Girard

Vice President, Software Engineering, Croesus

+
Sandra Persaud

Sandra Persaud

Director, Risk Advisory at Deloitte

+
André Poirier

André Poirier

Senior Manager – Training & Documentation, Croesus

+
Anne Tardif

Anne Tardif

Senior Advisor, Professional Services, Croesus

+

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