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