AGENDA

All meetings will be held at the St. John's Convention Centre

Tuesday, September 19, 2017


9:00 AM - 10: 30 AM      Conference Registration & Exhibitor Networking

10:30 AM - 10:45 AM      Welcome & Opening Remarks, Sam Febbraro, EVP, Advisor Services

10:45 AM - 11:30 AM      Lead the Way, Chris Reynolds, President & CEO

11:30 AM - 12:00 PM      Leading with Technology, Reggie Alvares, EVP, Operations & Information Services

12:00 PM - 12:20 PM      National Advisory Board, Mark Parlee, Senior Wealth Advisor, Beaches Financial

12:20 PM - 1:20 PM        Lunch

1:20 PM - 2:00 PM          What Keeps Rhonda Up at Night? Rhonda Goldberg, SVP, Client and Regulatory Affairs, IGM Financial

2:00 PM - 2:30 PM           What's Under the Next Rock? Sam Febbraro, EVP, Advisor Services

2:30 PM - 3:10 PM          Hear From Two Of Your Peers, Kevin Dunphy & Marie Phillips, IPC Advisors

3:10 PM - 3:40 PM         Exhibitor Networking

3:40 PM - 4:40 PM          Keynote Speaker, Cam Marston, Generational Dynamic Expert

4:40 PM - 5:30 PM         Exhibitor Networking Reception

6:30 PM                                 IPC's Rally in the Alley Evening Event

Wednesday, September 20, 2017


9:00 AM - 10: 00 AM        1st Breakout Session

10:00 AM - 10:20 AM        Exhibitor Networking

10:20 AM - 11:20 AM        2nd Breakout Session

11:20 AM - 11:40 AM      Exhibitor Networking

11:40 AM - 12:40 PM       3rd Breakout Session

12:40 PM - 1:40 PM          Lunch

1:40 PM - 2:25 PM             From ROI to ROL, Mitch Anthony, Founder and President of Advisor Insights and Financial Life Planning Institute

2:25 PM - 2:55 PM             What Really Matters Is..Rana Chauhan, CIS & Rahim Dhalla, Director, Portfolio Management, Counsel Portfolio Services

2:55 PM - 3:20 PM             Exhibitor Networking

3:20 PM - 4:20 PM             Closing Keynote Speaker, Jamie Clarke, Above All Else: The Power of Passion

4:20 PM - 4:30 PM             Closing Remarks

4:30 PM - 5:30 PM             Exhibitor Networking Reception

7:00 PM                                     IPC's 2017 Lead the Way Awards Gala featuring Alan Doyle of Great Big Sea