2008 Conference

Conference Overview

The 2008 Univeris Conference, with the theme of “Driving Enterprise Growth”, is the annual gathering of Univeris clients and other industry thought-leaders to review and discuss top strategic issues facing Canada’s Wealth Management industry. More now than ever before, there is overwhelming pressure for Dealers and Advisors to gain unique competitive advantage while simultaneously having to grow business and remaining profitable. Throughout this 2-day conference these strategic issues will be tackled on a number of fronts from both a Univeris perspective and from other industry experts.

The Univeris Conference attracts over 100 senior business, operations and IT representatives from 20+ Univeris client firms from across the country. The conference is structured to be both interactive and informative with many networking opportunities.

The 2008 Client Conference will also mark the 4th annual return of guest speaker Julie Littlechild, President of Advisor Impact, to present results of groundbreaking research on advisors commissioned exclusively for Univeris.

The conference also features the return of two popular Executive and Advisor panel sessions, to provide first-hand insight into the issues discussed during the conference.

Register today There will be a diverse series of presentations from members of the Univeris Team covering many topics pertaining to the Enterprise. Agenda highlights include the following tentative topic areas: