Register Now: Free IIAC CRM2 Event – March 31, 2015

 

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
Emplacement:  Toronto, via Webex; shared settings in other locations to be organized.

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

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 contact RSVP@iiac.ca.