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 #HUBNeverStopLearning

Concepts & Compliance 2023

Online April 26 - 27 • Register Today!

1:00pm ET

+ HUB Introduction feat. HUB's President & Kim Moffatt (15 min) Room 1

Client Data Protection

Presented by: George Sakellis, Canada Life April 6 @ 1:00pm ET • View description Watch Replay >

+ HUB Introduction feat. HUB's President & Kim Moffatt (15 min) Room 2

ESG: Your key to consolidating assets from the banks

Presented by: Deborah Debas & George Iovankas, Desjardins April 6 @ 1:00pm ET • View description Watch Replay >

1:45pm ET

Room 1

Moving Beyond Client Focused Reforms (CFRs)

Presented by: Cheryl Hamilton, Simone Maynard, Richard Bergeron, Julie Yim, HUB Capital April 6 @ 1:45pm ET • View description Watch Replay >

Room 2

Life is not a Fairytale - Going Beyond the Commodity Paradigm

Presented by: Daniel Audet, Assumption Life April 6 @ 1:45pm ET • View description Watch Replay >

2:15pm ET

Room 1

Performance Leadership

Presented by: Michael Cooke, ivari April 6 @ 2:15pm ET • View description Watch Replay >

Room 2

Evolution of UL

Presented by: Mark Davis, Sun Life April 6 @ 2:15pm ET • View description Watch Replay >

2:45pm ET

Room 1

Fair Treatment of Customers Update

Presented by: Ian Collins & Lisa Onwubuke, Canada Protection Plan Inc, a Foresters Financial Company April 6 @ 2:45pm ET • View description Watch Replay >

Room 2

Starting Young, Starting Strong - A Head Start, For Tomorrow

Presented by: Rudy Pineda, Equitable Life of Canada April 6 @ 2:45pm ET • View description Watch Replay >


1:00pm ET

+ HUB Introduction feat. Cheryl Hamilton (15 min) Room 1

Large Case Compliance & Advisor Practice Review: Oversight of Independent Advisors in the MGA Network

Presented by: Pierre Lafontaine, Chloe Viel & Leslie Ibouily, iA Financial April 7 @ 1:00pm ET • View description Watch Replay >

+ HUB Introduction feat. Cheryl Hamilton (15 min) Room 2

Maximizing Your Inforce Life Insurance Block of Business

Presented by: Lorenzo Mercado, RBC April 7 @ 1:00pm ET • View description Watch Replay >

1:45pm ET

Room 1

Estate Planning - Uncovering Hidden Opportunities Using Segregated Funds

Presented by: John Natale, Manulife April 7 @ 1:45pm ET • View description Watch Replay >

Room 2

Insured Corporate Financing Plan

Presented by: Herb Huck, BMO April 7 @ 1:45pm ET • View description Watch Replay >

2:15pm ET

Room 1

The Cyber Crime Years

Presented by: Dominic Villeneuve, UV Insurance April 7 @ 2:15pm ET • View description Watch Replay >

Room 2

The Rider & The Elephant - A Tale About Behavioural Economics

Presented by: Matthew To, Beneva April 7 @ 2:15pm ET • View description Watch Replay >

2:45pm ET

Room 1

Guarenteed Income Options in Retirement

Presented by: Peter Wouters, Empire Life April 7 @ 2:45pm ET • View description Watch Replay >

Room 2

Intro to Evolution of Jenie

Presented by: Zainab Sheikh, Specialty Life Insurance April 7 @ 2:45pm ET • View description Watch Replay >

Promotions Corner

Participate and win prizes!

The first 100 people to register for Concepts & Compliance will win a $10 Amazon gift card!

Register for Concepts & Compliance before April 4th and be entered in a draw to win 1 of 50, $50 Uber Eats gift cards, and enjoy lunch on HUB during the event!

Post a photo of yourself on social media attending Concepts & Compliance either April 6th or 7th with #HUBNeverStopLearning to be entered in a prize draw and be featured on our event webpage!

Overall Prize Winners:

Gold Prize Package
TBD

Silver Prize Package
TBD

Bronze Prize Package
TBD

Wednesday, April 26th, 2022
Presenters

Thursday, April 27th, 2022
Presenters