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Next Steps for Client Focused Reforms
Moderated by: Alicia KennyDone
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Keynote: Strategic Acceleration: Unlocking Organic Advisor Growth in an M&A Environment
Daniel CollisonDone
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A.M. Networking Break
Done
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Transfer Automation
Rosemary MarchesanoDone
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Discussion with CIRO
Moderated by: David Di PaoloDone
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Opening remarks by Federation Director Bill Charles
Bill Charles, CFPDone
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Dealer Panel Discussion
Moderated by: Michelle SchriverDone
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P.M. Networking Break
Done
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USA Dealer Insights
Moderated by: Bill DoneganDone
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MC Introduction
Mélanie ValcinDone
Breakfast
Breakfast sponsored by B2B Bank
6/2/25, 8:30 AM
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6/2/25, 9:00 AM
(America/Toronto)
(30 minutes)
Sponsored by:
Join us for a delightful conference breakfast starting at 8:30 AM! Enjoy a variety of delicious options, while networking with fellow attendees. Fuel your day with great food and engaging conversations before the sessions begin. We look forward to seeing you there!
