Agenda
2024 AGENDA
Sunday, September 15, 2024
| Start | End | Description |
|---|---|---|
| 11:00 AM | 5:00 PM | National Advisory Board Meeting |
| 6:30 PM | 12:00 AM | Welcome Soiree: La Vie En Montreal |
Monday, September 16, 2024
| Start | End | Description |
|---|---|---|
| 7:30 AM | 9:00 AM | Breakfast & Exhibitor Networking |
| 9:00 AM | 9:10 AM | Welcome & Opening Remarks |
| 9:10 AM | 9:25 AM | Partnership for Growth: Building the Wealth Business of the Future Blaine Shewchuk, EVP, Individual Wealth Canada Life, President & CEO, IPC |
| 9:25 AM | 9:50 AM | Evolving for Growth Chris Reynolds, Executive Chair, IPC |
| 9:50 AM | 10:30 AM | Panel: Power in Partnership: The Path Ahead Fabrice Morin, President & COO, Canada Life Blaine Shewchuk, EVP, Individual Wealth Canada Life, President & CEO, IPC Gayle Murdoch, SVP, Sales Effectiveness & Performance, Canada Life Moderator: Sam Febbraro, EVP, Portfolio Services, IPC |
| 10:30 AM | 10:55 AM | Exhibitor Networking Break |
| 10:55 AM | 11:35 AM | Driving Business Optimization Maria Alexander, Head of Operations, IPC Sam Dwyer, VP, Information Technology, IPC Moderator: Dave Nicholson, VP Business Development, IPC |
| 11:35 AM | 12:00 PM | Accelerating Outcomes Sam Febbraro, EVP, Advisor Services |
| 12:00 PM | 1:00 PM | Lunch & Exhibitor Networking |
| 1:00 PM | 2:00 PM | Breakouts |
| 2:00 PM | 2:25 PM | Break & Exhibitor Networking |
| 2:25 PM | 3:05 PM | Case Study Panel: Delivering an Elevated High-Net-Worth Client Experience through Consultative Partnership Simon Bowers, IPC Private Wealth Portfolio Manager Paul McVean, Founder, McVean Tax Professionals Corporation Jandy John, Director, Estates & Trust, Concentra Trust Moderator: Andrew Schredl, SVP Wealth Management Services |
| 3:05 PM | 4:00 PM | Closing Keynote: Building a World Class Business Sandro Forte, Success Coach and Principal Partner, Forte Financial Group |
| 4:00 PM | 4:05 PM | Closing Remarks |
| 4:05 PM | 5:05 PM | Cocktails & Exhibitor Networking |
| 6:30 PM | 12:30 AM | Evening Reception: Cirque Enchantee |
Tuesday, September 17, 2024
| Start | End | Description |
|---|---|---|
| 7:30 AM | 9:00 AM | Breakfast & Exhibitor Networking |
| 9:00 AM | 9:05 AM | Welcome and Opening Remarks |
| 9:05 AM | 9:55 AM | Looking Past Inflation to the Markets Ahead Stephen Poloz, Economist, 9th Governor of the Central Bank, Osler |
| 9:55 AM | 10:40 AM | In Conversation with Our Investment Specialists James Black, Beutel Goodman, VP, Canadian Equities, Beutel Goodman Investment Counsel Konstantin Boehmer, SVP, Head of Fixed Income, Portfolio Manager, Mackenzie Investments Leonie MacCann, Senior Portfolio Manager, Multi Asset Group, Irish Life Investment Managers Moderator: Blair Setford, VP Product Management, Investment Planning Counsel |
| 10:40 AM | 11:05 AM | Break & Exhibitor Networking |
| 11:05 AM | 12:05 PM | Breakouts |
| 12:05 PM | 1:05 PM | Lunch & Exhibitor Networking |
| 1:05 PM | 2:00 PM | Fine to Flourish: Building Stronger Client Relationships Dr. Meghaan Lurtz, Professor of Practice Kansas State University, Global Expert on the Psychology of Financial Planning |
| 2:00 PM | 2:40 PM | Mastering the Psychology of Business Succession Dr. Tom Deans, President, Detente Financial Press |
| 2:40 PM | 3:05 PM | Break & Exhibitor networking |
| 3:05 PM | 3:55 PM | Closing Keynote: Turn the Ordinary into Extraordinary Ray Zahab |
| 3:55 PM | 4:00 PM | Closing Remarks |
| 4:00 PM | 5:00 PM | Cocktails & Exhibitor Networking |
| 6:30 PM | 12:30 AM | Hollywood Glam: All that Jazz Awards Dinner |
Wednesday, September 18, 2024
| Start | End | Description |
|---|---|---|
| 9:00 AM | 12:00 PM | IPC One Roundtable |
| 12:00 PM | 1:00 PM | IPC One Advisor Lunch |