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 |