IIAC Blog

March 18, 2015

Register Now: Free IIAC Members-Only CRM2 Event

Members onlyImplementing CRM2:  Traps and the Tips and Tools to Avoid Them

Date:
Tuesday, March 31, 2015

Time: 
1:00-4:00 p.m. ET, with networking reception to follow

Location: 
Outside of Toronto, via Webex; shared settings in other locations are being organized and details will be made available shortly

In Toronto
Scotia Plaza
40 King Street West, Toronto
44th Floor – Elliot Room

Sponsored by Broadridge and Hosted by Borden Ladner Gervais LLP (BLG)

Who should attend:  Senior executives from small and mid-size firms, and key staff at larger firms who must stay on top of all key aspects of these major strategic changes

What it’s about:  With IIROC’s 2015 and 2016 CRM2 rules finalized in late January, and 2015 implementation dates fast upon member firms, the IIAC has put together a unique group of speakers with new tools and checklists developed based on member input.

  • Donna Bristow, VP Business Management & Operations at Broadridge, will open the session and Paul Strijckers, VP Business Solutions at Broadridge, will speak on the annual performance and fee/charge reports.
  • Rebecca Cowdery, Partner, BLG, will moderate expert panels on the 2015 and 2016 CRM2 deliverables.

To register, please email RSVP@iiac.ca

 

 

 

 

 

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