Upcoming Events
CEO NETWORKING DINNER
Tuesday, November 9, 2010
Location: Cambridge Club, 100 Richmond Street West, Toronto
Guest Speaker: Jim Ware, Focus Consulting Group
Time: 5:00 pm cocktails
6:15 pm dinner
Cost: $150 + HST (members); $200 + HST (non-members)
Special (CEO Dinner/Annual Conference package:
$500 + HST (members); $740 + HST (non-members)
REGISTRATION FORM
ICAC 2010 AGM/ANNUAL CONFERENCE
"INNOVATIONS 2010 - SEIZING BOLD NEW OPPORTUNITIES FROM CHAOS"
Wednesday, November 10, 2010
Location: Toronto Board of Trade, Toronto, Ontario
Luncheon/Keynote Address – “Canada-U.S. Relations: The Next Chapter”
Frank McKenna, Deputy Chair, TD Bank Financial Group
AGENDA
REGISTRATION FORM
Prior Events
BLG Regulatory Update
Toronto - Monday, June 14, 2010
Vancouver - Tuesday, June 16, 2010
Montreal - Tuesday, June 22, 2010
This session was generously hosted and sponsored by Borden Ladner Gervais LLP.
G20 PREPAREDNESS
Date: Wednesday, May 19th, 2010
Complying with Bill 168 - Ontario's New Workplace Violence & Harassment Legislation
Date: Tuesday, May 18th, 2010
ACA/ICAC Compliance Benchmarking Survey Results
Tuesday, April 27, 2010
ICAC CEO Networking dinner
Monday, April 26, 2010
Getting Ready for HST Implementation
Wednesday, April 14, 2010
Frank Casey "Chasing Bernie Madoff - The Madoff Ponzi Scheme and The Failures of Government Regulators & the Industry."
Tuesday, March 30, 2010
link below:
http://www.highviewfin.com/data/news/WS%20Speakers%20Series%20-%20Frank%20Casey.pdf
Fasken Martineau & Investment Counsel Association of Canada present:
NI 31-103 Registration Reform-Regulatory Update
Friday, March 5, 2010
INSURANCE COVERAGE & LITIGATION RISKS FOR PORTFOLIO MANAGERS - IMPACT OF
NI 31-103 AND OTHER DEVELOPMENTS IN INVESTMENT INDUSTRY
Tuesday, January 19th, 2010
ICAC 2009 AGM/ANNUAL CONFERENCE
"STRATEGIES FOR SUCCESS IN THE NEW ECONOMIC AND FINANCIAL ORDER"
Wednesday, November 18, 2009
ICAC CEO Networking Dinner
Monday, October 26, 2009
Fasken Martineau & Investment Counsel Association of Canada present:
NI 31-103 Registration Requirements Seminar Series
http://www.fasken.com/events/
Fasken Martineau & Investment Counsel Associaton of Canada present:
NI 31-103 Registration Requirements Implementation Kick-Off
VANCOUVER - Wednesday, September 23, 2009
CALGARY - Wednesday, September 23, 2009 (via live video feed)
TORONTO - Monday, September 14, 2009
MONTRÉAL - Thursday, September 17, 2009
QUÉBEC CITY - Thursday, September 17, 2009 (via live video feed)
Making The Most Of Your IT Budget During Challenging Economic Times
Wednesday, June 10, 2009, 9:00 AM - 2:30 PM
Special thanks to:
Advent
Beacon Consulting Group
Cutter Associates
Eagle Investment Systems
Frontline Technologies
Infinite Investment Systems
LynxDev
NBCN
Pinnacle Correspondent Services
PureFacts Financial Solutions
Pure Trading
Simcorp
Statpro
Regulatory Update
Wednesday, May 27
Techniques to Effectively Prepare For A Regulatory Audit
May 21, 2009
This session was generously hosted and sponsored by Deloitte & Touche LLP
CEO/President Networking Dinner
April 27, 2009
WEBCAST - Managing Through Chaos: How to Keep Your Team
Motivated & Focused During Difficult Times
Tuesday April 7th 2009
ICAC in Conjunction with the Toronto CFA Institute Presents
Investment Policy Statements – One piece of the puzzle
Tuesday, February 10, 2009, 12:00 - 2:00 pm
Audiowebcast
ICAC 2008 AGM/ANNUAL CONFERENCE
"MANAGING LOCAL/THINKING GLOBAL"
Wednesday, November 19th, 2008
Basics and Common Conundrums For Small / Mid Size ICPMs
Thursday October 23, 2008
Special thanks to Aylesworth LLP for sponsoring this event

IFRS (International Financial Reporting Standards) & Other Accounting Developments Impacting Investment Management Firms
Monday Sept 8, 2008
Session Highlights:
Thank you to PricewaterhouseCoopers LLP for hosting this event
Member And Prospective Member Reception – Montreal
June 19th, 2008

General Regulatory Update For ICPMs– Toronto
April 30th, 2008,
ICAC wishes to acknowledge the generous hosting and sponsorship by
Borden Ladner Gervais.

Round Table Discussion With The CSA On NI 31-103
Toronto - Round Table Discussion With The OSC On NI 31-103
April 15th, 2008
Montreal - Round Table Discussion With The AMF On NI 31-103
April 18th, 2008
Vancouver - Round Table Discussion With The BCSC ON NI 31-103
April 24th, 2008
ICAC wishes to acknowledge the generous hosting and sponsorship by Fasken Martineau.
Compliance Officers' Network Meeting/Guest Speaker
Tuesday, April 22nd, 2008
Disaster Recovery Planning Session, Toronto
Thursday April 10, 2008
Succession Planning for ICPM's - Overview of Planning, Legal & Tax Considerations
November 21, 1:00 - 2:00 pm EST
Annual Conference and General Meeting, October 25, 2007
Media Relations & Presentation Training - Getting Your Key Messages Across
March 29, 2007
Professional Liability Issues & Risk Management Strategies to Avoid Legal Action
March 27, 2007
National Instrument 31-103 Registration Reform, May 24, 2007Presenter - Marsha Gerhart, Faskin Martineau
Settlement
TORONTO - March 7, 2007
Annual Conference and General Meeting
October 25, 2007
HR Best Practices for Small Firms
February 7, 2007
Dealing with Absenteeism/Short Term Disability Management
January 24, 2007
Webinar on CICA Section 5970/SAS70 (US Equivalent)
January 11, 2007