Date: Wednesday, May 31, 2017
Time: 8:00 AM to 4:30 PM EDT (Networking Reception to follow)
Location: St. James Club, 1145 Avenue Union, Second Floor, Salle St. Denis
PMAC Member/Affiliate: $325 + tax
Non-Member/Non-Affiliate: $425 + tax
**Please note the cost does not include hotel accommodations. If required, attendees are responsible for their own hotel accommodations. To make a room reservation at the Sofitel Montreal Golden Mile, please call (514) 285-9000. Ask for the “away on business” rate, which gives you a 10% discount on the best available rate.
The Montreal Compliance Forum will cover a variety of compliance topics that address new developments, critical issues, and insights on how to sustain a successful compliance program.
Key topics will include:
- Update from the Regulators
- CASL, social media and marketing
- Compliance priorities
- US regulatory update
- How to identify, mitigate and manage the complexities of serving senior investors
- Common Reporting Standard compliance and best practices for July 2017 implementation
- Cyber security compliance, prevention and management
*Please note, speakers may present their comments in either French or English. PowerPoint presentations will be in both languages.