Agenda FS

2023 AGENDA

Wednesday, September 20, 2023

Start End Description
1:00 PM 5:00 PM NAB Meeting
6:30 PM 12:00 AM Registration & Welcome Reception at Pier 21

Thursday, September 21, 2023

Start End Description
7:30 AM 9:00 AM Breakfast & Exhibitor Networking
9:00 AM 9:10 AM Welcome and Opening Remarks, Sam Febbraro, Executive Vice President
9:10 AM 9:40 AM Accelerating for Growth, Chris Reynolds, Executive Chair
9:40 AM 10:05 AM From Vision to Implementation, Blaine Shewchuk, President & CEO
10:05 AM 10:35 AM Fueling our Future, A Fireside Chat with Jeff Macoun, President & COO, Canada, Canada Life
10:35 AM 10:55 AM Exhibitor Networking
10:55 AM 11:35 AM "Rewriting the Rules of Play – The Future of Harmonized Regulation, Andrew Papini, VP Compliance, Andrew Kriegler, President & CEO, CIRO, Karen McGuinness, SVP, Office of the Investor, Member Intake & Innovation, CIRO
11:35 AM 12:20 PM Keynote: Now What? Accelerate Growth, Ron Tite, Purpose-Driven Leadership & Marketing Expert
12:20 PM 1:10 PM LUNCH & Knowlege Accelerators
1:10 PM 2:05 PM Breakout Sessions
2:05 PM 2:20 PM Exhibitor Networking
2:20 PM 3:10 PM Better Client Experience. Better Client Outcomes, Dave Nicholson, Renee Rebelo, Pat Flemming and Stewart Fortune
3:10 PM 4:00 PM Keynote: Accelerate Your Performance Without Burnout, Suneel Gupta, CEO RISE, Visiting Scholar, Harvard Medical School | Bestselling Author
4:00 PM 4:05 PM Closing Remarks
4:05 PM 5:00 PM Exhibitor Networking Reception and Knowlege Accelerators
6:15 PM 7:15 PM Cocktail Reception
7:15 PM 12:00 AM IPC'S East Coast Kitchen Party

Friday, September 22, 2023

Start End Description
7:30 AM 8:45 AM Breakfast, Knowledge Accelerators & Exhibitor Networking
8:45 AM 8:50 AM Welcome and Opening Remarks, Sam Febbraro, Executive Vice President
8:50 AM 9:10 AM NAB Update & Ops Leader Update
9:10 AM 9:25 AM Portfolio Services: Accelerating Client Outcomes, Sam Febbraro
9:25 AM 10:10 AM Investment Manager Panel: To be announced
10:10 AM 10:25 AM Exhibitor Networking
10:25 AM 11:20 AM Breakout Sessions
11:20 AM 11:35 AM Exhibitor Networking
11:35 AM 12:10 PM Advisor Panel: Winning High-Net-Worth Business, Andrew Schredl, Joe Lee Owe, Simon Bowers, Lee Bowes and Gerry Montcalm
12:10 PM 12:55 PM Keynote: Peace by Chocolate - Building a Cause Through Entrepreneurship and Community, Tareq Hadhad, Founder & CEO, Peace by Chocolate
12:55 PM 1:05 PM Closing Remarks
1:05 PM 1:55 PM LUNCH
2:00 PM 3:15 PM Tall Ship Silva
1:15 PM 3:30 PM IPC One Meeting
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