Emerge Stronger

September 15th 2020 | 9am – 12:30pm

Virtual Conference

Learn how CPAs like you are building significance with their clients through wealth management

During difficult times your clients trust you to help them through. Join us on September 15th and learn how you can successfully incorporate financial planning and wealth management services into your accounting practice and emerge from this storm stronger than before. 

 Expert Speakers

Gain skills you can apply to your firm now and in the future. Make connections and hear new perspecives.

 The Conference Experience from  the Comfort of Home

This is more than just a Zoom call, You will have the opportunity to connect with attendees and engage with our speakers in an exciting half day event.

 3.5 Hours of PD

Following the conference you will receive a certificate for three hours of professional development.

Featured Talks & Speakers

We will equip you to understand and help your clients with their deepest needs, provide strategies on growing your firms profitability and broaden your service offerings. 

Mitch Anthony Headshot

Mitch Anthony

Keynote Speaker

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Mitch Anthony is the founder and president of he Financial Life Planning Institute and as such, is a sought-after expert for the media. Mitch Anthony has been challenging and inspiring people around the world with his unique insights into the pitfalls of traditional retirement and how anyone can enjoy an EPIC Retirement.

Paul tyers headshot

 Paul Tyers
FCPA, FCA, CFP, CIM

Wealth Stewards

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Paul is the Managing Director of Wealth Stewards Inc. and a Portfolio Manager with Portfolio Stewards Inc. Paul and his team cater to the specialized wealth management needs of affluent clients, in conjunction with their trusted advisors

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Paul is the Managing Director of Wealth Stewards Inc. and a Portfolio Manager with Portfolio Stewards Inc. Paul and his team cater to the specialized wealth management needs of affluent clients, in conjunction with their trusted advisors

 Rick Claydon
CPA, CA, CIM

Welement

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Rick specialized in managing the financial affairs of high net worth families, and focused on providing innovative and customized solutions to help his clients preserve and enhance their personal and business wealth. For the last 5 years Rick has been coaching other wealth advisors on how to work more effectively with High Net Worth and Ultra

High Net Worth clients.

Jeremy Miller

 Jeremy Miller

Sticky Branding

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Jeremy Miller is a brand strategist and bestselling author. Over the past decade, Jeremy and the Sticky Branding team have profiled and interviewed hundreds of companies across dozens of industries to uncover how companies grow Sticky Brands. Jeremy shares his expertise as a writer, consultant, and keynote speaker. His blend of humor, stories, and actionable ideas will inspire you to innovate and grow your business and brand.

Event  Agenda

8:45-12:30 | Concierge/ help desk opens up

If you run into any technial difficulties or have any questions throughout the course of the conference, staff will be on hand to assist you at any point through the help desk.

8:45-12:30 | Concierge/ help desk opens up

If you run into any technial difficulties or have any questions throughout the course of the conference, staff will be on hand to assist you at any point through the help desk.

9:00-9:05 | Event Kickoff

An introduction to the day Presented by Peggy Tyers

9:05-9:35 | Mitch Anthony: Optimizing Your Value To Your Clients
  • Understand their top priorities. 
  • Get commitment to help them achieve their priorities.
  • Ensure implementation is completed, on time and delights them. 
9:35-9:45 | Q&A with Mitch Anthony
9:50-10:30 | Workshop Rooms Session One

You will have the choice of Three Sessions to Attend. The sessions will be repeated in the second time slot so in total you will be able to attend 2/3. Recordings will be availible for all sessions after the conference.

Workshop Sessions

Rick Claydon – Delivering an Integrated Wealth Management Experience

Using process and technology to help:

  • Ensure a team approach to delivering and collaborating on client priorities 
  • Measure your client’s progress in real time
  • Automate workflows to create efficiency and save time

Systematize. Simplify. Create Capacity  

Paul Tyers – More Certainty For Affluent Clients

  • Identify and quantify client objectives
  • Model objectives so clients/spouses are engaged
  • Implement their plan in keeping with their risk appetite and capacity

Jeremy Miller – Crisis Marketing: Emerging From the Crisis

  • How to market (and sell) as we emerge from the crisis.
  • How to engage your clients by being hyper relevant and hyper present.
  • How to identify Green Shoots of opportunity.
10:30-10:45 | Break

Grab a coffee, stretch your legs, and explore some of our fun interactive elements.

10:45-11:25 | Workshop Rooms Session Two

You will have the choice of Three Sessions to Attend. The sessions will be repeated in the second time slot so in total you will be able to attend 2/3. Recordings will be availible for all sessions after the conference.

Workshop Sessions

Rick Claydon – Delivering an Integrated Wealth Management Experience

Using process and technology to help:

  • Ensure a team approach to delivering and collaborating on client priorities 
  • Measure your client’s progress in real time
  • Automate workflows to create efficiency and save time

Systematize. Simplify. Create Capacity  

Paul Tyers – More Certainty For Affluent Clients

  • Identify and quantify client objectives
  • Model objectives so clients/spouses are engaged
  • Implement their plan in keeping with their risk appetite and capacity

Jeremy Miller – Crisis Marketing: Emerging From the Crisis

  • How to market (and sell) as we emerge from the crisis.
  • How to engage your clients by being hyper relevant and hyper present.
  • How to identify Green Shoots of opportunity.
    11:25-11:55 | Mitch Anthony Keynote Speaker
    11:55-12:20 | Round table

    The round table will be an opporrtunity for all presenterrs and attendees to reconvene, ask questions and discuss key take aways from the conference.  

    12:20-12:30 | Closing Statement

    Register Now

    $49.99 +HST

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