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”