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2007 CIFPs National Conference

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Conference > Agenda

Printable Version
 
CIFPs 5th Anniversary National Conference Agenda

June 10th - 13th, 2007

Hyatt Regency

700 Centre Street, Calgary, AB

*4:30 p.m. Registration & Check In
Sunday, June 10th, 2007
6:00

Cocktail Reception Sponsored by RBC Asset Management Inc.

7:00

Welcome by the Honourable Lyle Oberg,
Minister of Finance, Alberta

Dinner Sponsored by RBC Asset Management Inc.

An evening with Rick Mercer

 
Monday, June 11th, 2007
7:00
Breakfast Sponsored by Cardinal Capital Management Inc.
7:45

Opening Remarks

Marion Weisgerber, CIFPs Chair

Cheryl Bauer Hyde, Incoming Chair of FPSC

8:30

Keynote
Gary Koss, Director Western Canada, TD Asset Management Inc.
"Consolidate your clients assets"
Sponsored by TD Mutual Funds

9:30
Keynote
William (Bill) Hill, Vice-President, Advisor Channel Sales
"Global Investing"
Sponsored by RBC Asset Management Inc.
10:30

Exhibitor & Refreshment Break
Sponsored by Franklin Templeton Investments

11:00

Keynote
Cary List, President & CEO - Financial Planning Standards Council
"Stepping it Up - the new CFP® Competency Profile and the future of financial planning in Canada"

12:00
Concurrent Education Sessions
 
Topic
Speaker
 
The new eligible dividend rules - complex but critical rules for owner-managers of private corporations

Kim Moody, CA, TEP

 

"Solutions to Maintain Control...after you are gone"
"Using Life Insurance Trusts in Estate Planning"

Dawn Hawley, CFP, RFP, TEP, CDFA
 
Discretionary Management - The Cornerstone of Building High Value Relationships
Sponsored by Cardinal Capital Management Inc

Kirk Brugger, Financial Advisor with K&R Investment Management

Timothy E. Burt, President, CEO and CIO with Cardinal Capital Management, Inc.

1:00

Lunch Sponsored by CIBC Asset Management

2:00

Keynote
Benjamin Tal, Senior Economist, CIBC World Markets
"Where in The World Are We?"
Sponsored by CIBC Asset Management

3:00

Keynote
Doug Towill, Senior Vice-President, Strategic Business Development
Rethinking Retirement Planning

Sponsored by CI Investments

4:00

Exhibitor & Refreshment Break
Sponsored by CI Investments

4:30
Concurrent Education Sessions
Topic
Speaker
 

Ethics in Financial Planning
Differences between disclosures

and disclaimers advocating the greater use of both

John De Goey, MPA, CIM, FCSI, TEP, CFP
 
The Art and Science of Covered Call Writing - Creating an Income Stream for your client
David Salloum, MBA,CFP, CIM, FSCI, TEP
 

Two Estate Planning Strategies: Operation of Law and
Testamentary Trusts
Sponsored by Mackenzie Investments

Floyd Gradley, B.Comm., LL.B.,
AVP Tax & Estate Planning

6:30
Evening at Cowboys
 
Tuesday, June 12th, 2007
7:00
Breakfast Sponsored by Mackenzie Investments
8:00

Annual General Meeting

9:00

Keynote
Tim Cestnick, FCA, CPA, CFP, TEP
Tax strategies from the 2007 budget

10:00

Exhibitor & Refreshment Break
Sponsored by CIBC Asset Management

10:30
Concurrent Education Sessions
Topic
Speaker
 
Critical Illness and Longterm Care
Why you need a plan

David Baker, RHU
Sun Life Financial

 
Dollars and Sense of Divorce - what financial advisors
need to know

Diana Shepherd, Hon. BA, CDF

 
Communication to a mature market place relevant to aging boomers
Barry LaValley
11:30
Concurrent Education Sessions
Topic
Speaker
"Decisions, decisions, decisions: Its lonely at the top"
Succession planning for your business clients
Sponsored by Manulife Financial
Dereka Thibault, CA, CFP, TEP,
AVP Tax & Estate Planning
Manulife Financial
 

Estate Planning: Tax considerations, Administrative and Family issues, Role as an executor

Cynthia J. Kett, CA, CGA, RFP, CFP

 
Recent Pension Developments - Phased retirement rules, LIRAs, LIFs and LRIFs, Incomesplitting and other current topics.
Patrick Longhurst, CFP, FCIA
12:30
Lunch Sponsored by Franklin Templeton Investments
1:30

Keynote
Tim Taylor, CIM Director of National Accounts
Franklin Templeton Investments
Investment Today With Tomorrow In Mind

Sponsored by Franklin Templeton Investments

2:30
Keynote
Noel Maye, CEO, Financial Planning Standards Board
Financial Planning and the CFP® Marks: A World View
3:30

Exhibitor & Refreshment Break
Sponsored by Investment Planning Counsel

4:00
Concurrent Education Sessions
 
Topic
Speaker
 
"Scare Them or Prepare Them. The Choice is Yours"
Help your clients understand the critical aspects of long term care
planning and its impact on all aspects of financial, insurance and
estate planning.

Karen Henderson, Hon. BA, EPC, SM
Founder/CEO
Educator, Speaker, Consultant
Long Term Care Planning Network

 
Using Tax Returns as a road map to financial planning
Don Nilson - BCom, MSc (Bus Admin) CMA, FCMA
 
Exchange Traded Funds Are in Your Future
Grahame Lyons, Managing Director - Claymore Investments
6:00

Evening at the Flames Central Grill
Sponsored by TD Mutual Funds

 
Wednesday, June 13th, 2007
8:00 
Breakfast Sponsored by Manulife Financial
8:30

Keynote - Regulatory & Compliance panel
Linda Murray, Ken Parker, Tony Mahabir

9:30
Concurrent Education Sessions
Topic
Speaker
 
Current Trends and Issues in Financial Planning
Roxanne Eszes, PEng., CFP
 
Shale Oil & Gas
Ron Bourgeois, CEO, Mooncor Energy Inc.
 
Sensitivity Issues in Long Term Planning
Key aspects of long term planning and assumptions in the analysis of the client
Shawn Brayman, B.Sc, President, PlanPlus Inc.
10:30

Refreshment Break
Sponsored by RBC Asset Management Inc.

10:45

Keynote Speaker Guy Dauncey, Global Climate Change: The Challenge and the Solutions

11:45
Closing Remarks
12:00
Conference Adjourns
* Agenda subject to change

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