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

Aylesworth logo

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

   
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