A new series of power sessions that will allow you to get 
key learnings in concentrated 20-minute sessions.


Get to know your technology providers and service partners in our new series of power sessions: Knowledge Accelerators! Learn about new functionalities, releases, improvements and advancements of the platforms you use. Uncover best practices, discover how you can leverage new partnerships, and get your key questions answered during these concentrated 20-minute dynamic drop-in sessions just for you. 

Known for its modern harbor, fresh seafood, rich maritime history and lively entertainment, there’s so much to explore in Halifax! Here are some more suggestions to help you make the most of your trip!

Compass – Creating Efficiencies

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CRM for Financial Services

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Empowering Advisors, One Plan at a Time

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Known for its modern harbor, fresh seafood, rich maritime history and lively entertainment, there’s so much to explore in Halifax! Here are some more suggestions to help you make the most of your trip!

Empowering Advisors, One Plan at a Time

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Driving Business Growth

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Details to follow

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How the Optional Sessions Work: Knowledge Accelerator sessions will be held during networking and lunch breaks to maximize your opportunity to engage and learn directly from our participating partners. 


Take note of your top session choices and their times because space is limited to 25 people per session.


Choose from any of the following 9 drop-in sessions.

Thursday, September 21, 2023: 12:40 PM - 1:00 PM

Empowering Advisors, One Plan at a Time

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Thursday, September 21, 2023: 4:30 PM - 4:50 PM

The Future of Investment Presentations

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Top 10 things NOT TO DO When Developing COI’s

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Driving Business Growth

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Driving More Efficiency & Revenue

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Success with Canada Life in the HNW Market

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Details to follow

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Driving Business Growth

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Friday, September 22, 2023: 8:15 AM - 8:35 AM

Reduce Rework, Ramp Up Revenue: A Digital Approach

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