Tag Archives: IIAC Events

Register Now: Free IIAC Members-Only CRM2 Event

Register Now: Free IIAC Members-Only CRM2 Event

Implementing 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 TorontoScotia Plaza40 King Street West, Toronto44th 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

Continue reading

Tagged:

Comments Off on Register Now: Free IIAC Members-Only CRM2 Event

REGISTER NOW: CRM2 Hotspots for 2015 and 2016

REGISTER NOW: CRM2 Hotspots for 2015 and 2016

For members who were unable to attend one of four November presentations and discussions of CRM2 challenges, or for further updates, please join us on Tuesday, December 16, from 2:00 p.m.-5:00 p.m. ET, for CRM2 Hotspots for 2015 and 2016Date:           Tuesday, December 16, 2014Time:           2:00 pm – 5:00 pm ET Dial-in:       TBA

Learn more about the status of answers on requirements for 2015 and 2016 deliverables and possible solutions.  Identify which are business decisions, which must be addressed by members with their service providers and vendors, and which must be solved on an industry level. 

Continue reading

Tagged:

Comments Off on REGISTER NOW: CRM2 Hotspots for 2015 and 2016

Montreal Breakfast Seminar: Economic Outlook and Portfolio Strategy Conference

Montreal Breakfast Seminar: Economic Outlook and Portfolio Strategy Conference

Presented by the IIAC and IIROC             

Date:                     Thursday, October 2, 2014

Time:                     Registration – 7:00 a.m.Breakfast and Presentations 7:30 – 9:00 a.m.

Location:              Club Saint-James de Montréal, 1145 avenue Union, Montréal 

Speakers: 

Vincent Delisle, Scotiabank François Dupuis, Desjardins Group Sébastien Lavoie, Laurentian Bank Securities Inc. 

Tagged:

Comments Off on Montreal Breakfast Seminar: Economic Outlook and Portfolio Strategy Conference

REGISTER NOW: The IIAC Small Dealers’ Symposium – September 10, 2014

REGISTER NOW: The IIAC Small Dealers’ Symposium – September 10, 2014

Date:   Wednesday, September 10, 2014 Location:  St. Andrew’s Club and Conference Centre, 150 King Street West, Toronto

A minimum of four panel sessions are likely eligible for CE credits.

Join us for this full-day event to hear from industry professionals about practical and solution-driven discussions about current policy and regulatory issues affecting small and independent dealers.  Network with peers throughout the day and during the cocktail reception.  

Tagged:

Comments Off on REGISTER NOW: The IIAC Small Dealers’ Symposium – September 10, 2014