Seminars and Presentations

2017 National Conference

Below are the presentation materials from the 2017 National Conference, which took place November 8th in Toronto.




Recordings of each presentation:

Opening Keynote “The Geopolitical Chessboard in an Uncertain World”

Session II- “Considerations for Serving Clients with Diminishing Capacity”

Lunch Keynote- “The Science of Happiness”

Session IVa.- “The Overcrowded Private Client Market; Perspectives on Business Growth and Retention”

Session IVb.“A Discussion of the Technology Opportunities Impacting Customer Service, Productivity & Profitability”

Session V- CIO Panel: “Unlocking Value”