Agenda

Day 1: Sunday October 5, 2008

Time	Topic
6:00pm - 10:00pm	Welcome Reception Sheraton Centre Hotel - Pinnacle Room 43rd Floor

Day 2: Monday October 6, 2008

Conference Room: Mezzanine Level
Essex Ballroom

Time	Topic
8:00am - 9:00am	Registration
8:00am - 9:00am	Breakfast
9:00am - 9:05am	Welcome Address Stephen Smith, Univeris
9:05am - 9:30am	Opening Remarks Carmine Tullio President & CEO, Univeris
9:30am -10:15am	Keynote Presentation Irshaad Ahmad President & Managing Director, Russell Investments –Canada
10:15am - 10:45am	Morning Coffee Break
10:45am - 12:15pm	The Executive Panel “Driving Enterprise Growth” Moderated by Carmine Tullio Panelists: Terri DiFlorio, President, HUB Financial Christopher Enright, Executive Vice President & COO, FundEX Investments
12:15pm - 1:15pm	Lunch
1:15pm - 2:45pm	Univeris IIROC Solution Saurabh Thakar, Univeris
2:45pm - 3:15pm	Afternoon Break
3:15pm - 4:00pm	Guest Speaker: Teresa Black Hughes Chair, Board of Directors, Advocis
4:00pm	Day 1 Closing Remarks Stephen Smith
4:05pm - 6:00pm	Free time
6:00pm	Far Niente Restaurant 187 Bay Street, Toronto

 

Day 3: Tuesday October 7, 2008

Conference Room: Mezzanine Level
Essex Ballroom

Time	Topic
7:30am - 8:30am	Breakfast
8:30am - 8:35am	Welcome Day 2 Stephen Smith, Univeris
8:35am - 9:30am	2008 Advisor Research Julie Littlechild President, Advisor Impact
9:30am - 10:45am	The Advisor Panel Moderated by Stephen Smith Panelists: Michael Savelson, Investia Paul Mowbray, Partners in Planning Alan Caplan, Peak Investment Services
10:45am – 11:00am	Morning Break
11:00am – 12:15pm	“Enabling Advisors with The EWMS Front Office” Craig Allison, Univeris
12:15pm – 1:15pm	Lunch
1:15pm – 2:00pm	The EWMS Insurance Administration System Maggy Dew, Univeris
2:00pm – 3:30pm	Looking Ahead: 2009 & 2010 Product Preview Richard Binnendyk, Univeris Simon Keogh, Univeris
3:30pm – 3:35pm	Conference Closing Remarks Stephen Smith, Univeris
3:35pm - 6:00pm	Casual Farewell Sheraton Centre Hotel – Churchill Room 2nd Floor Conference Level