$150 – $250
Strategies For Success 2022

Strategies For Success 2022

Actions and Detail Panel

$150 – $250

Date and time

Location

Delta Hotels by Marriott St. John's Conference Centre

120 New Gower Street

St. John's, NL A1C 6K4

Canada

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Refund policy

Between a Rock and a Soft Place - Building Community with Fearlessness and Adaptability

About this event

Advocis Newfoundland and Labrador is excited to welcome you to their home aka "The Rock".

Join us in June as Advocis Newfoundland and Labrador hosts our bi-annual Advocis national conference: Strategies for Success. Return to the excitement and camaraderie of in-person events through a destination conference you won’t want to miss! Come for the open skies and fresh Atlantic air of "The Rock" far from home, and stay on for local adventures in this must-visit region of our home and native land!

Strategies For Success Includes:

  • A full day of great speakers and panels
  • Island style dinner included for you, featuring special musical guest
  • Network and re-connect with advisors from across the country
  • Explore locally with adventure packages

Ticket Types

As a benefit of membership Advocis Members are able to attend "Strategies For Success" at a discounted rate. During the checkout use your Advocis ID as the promotional code to unlock the member rate.

  • Member: $150
  • Non-Member: $250.00
  • Companion Admission (Gala Dinner Only)

Strategies for Success for the Advisor Today and Tomorrow

How has your practice evolved during the pandemic? What about the needs of your clients? This year’s theme of Between a Rock and a Soft Place - Building Community with Fearlessness and Adaptability will not only highlight the soft skills needed to run a successful financial practice in a changing industry landscape, but will also draw upon the unique spirit of togetherness and resilience that defines the culture of Newfoundland and Labrador itself. Strategies for Success will showcase how community support and involvement are now more pivotal to business success than ever.

Agenda:

Breakfast & Farmers Market

9:00 A.M. - Introductions and Welcome

9:15 - 10:15 A.M. - Chis Venn: Practice Management

10:15 - 10:30 A.M. - Power Talks:

  • Matthew Ramadan: Diversity and Inclusion
  • Shannon Tatlock: Building a Resilient Practice/Pivoting for Success

10:30 - 10:55 A.M. - Morning Movement and Nutrition Break 

  • Hosted by Jill Sheppard of the Advocis New Brunswick chapter

11:00 - 12:00 P.M. - Amy Florian - Effectively Communicating with Clients in Times of Crisis and Loss

12:00 - 12:50 P.M. - Lunch

12:55 - 1:10 P.M. - Power Talks:

  • Rob Eby: Leveraging Technology and How Our Practice Has Changed

1:15 - 2:15 P.M. - Fireside Chat on the Industry with Tashia Batstone of FP Canada and Greg Pollock of Advocis

2:15 - 3:15 P.M. - Local Smash Up: Soft Skills - Working Clients through Change: Bankruptcy and Separation

3:15 - 3:45 P.M. - Nutrition Break and Movement

4:30 - 4:45 P.M. - Matt Wright - Local comedian and Juno nominee

6:00 P.M. - Cocktails: Island Style with live local music

7:30 P.M. - Scoff and Scuff (dinner) with musical guest Shanneyganock

Presenters:

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Sandra M. Burke

Sandra received a Bachelor of Commerce (Hons) from MUN (1985) and a Bachelor of Laws from Dalhousie University (1988). She was admitted to the NL Bar in 1989. She was a partner with firm Lewis Day Dawe & Burke (1992 to 1997), and has been a partner with the firm Dawe & Burke since 1997. She has been the Chair of the Family Law Section of the Bar Admission Committee (NL Law Society) since 2006, and received the designation of Queen’s Counsel in 2011. Sandra has practiced primarily in the area of Family Law for the past 30 years and has been designated an expert in Family Law. She has been involved with the Canadian Mental Health Association (NL), and has been a Member and Chair of the Mental Health Care and Treatment Review Board (2007 to 2016) . When not working (which is rare!), Sandra enjoys gardening and travel.

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Amy Florian

Amy, CEO of Corgenius, teaches professionals to build strong relationships with clients through all the losses and transitions of life.

She is author of over 200 articles and two award-winning books, including No Longer Awkward: Communicating with Clients through the Toughest Times of Life. She is the recipient of numerous awards for her ground-breaking work, including being named a 2021 Luminary by ThinkAdvisor, and has been quoted or featured throughout the financial trade press, including the Wall Street Journal, CNBC, Forbes, and many others.

Amy holds a Master’s Degree and is a Fellow in Thanatology. She taught graduate programs for 10 years, has worked with over 2,000 grieving people, and consults with firms, corporations, and offices nationwide.

On a personal level, Amy is one of ten children and bakes amazing homemade cinnamon rolls and chocolate chip cookies!

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Nancy Snedden

Nancy Snedden is a Partner at BDO Canada and the National Service Line Leader for BDO’s Personal Debt Solutions practice. Although Nancy oversees the insolvency, credit counselling, and debt help practice for Canada, she is based in St. John’s, Newfoundland & Labrador and serves that province as a Licensed Insolvency Trustee.

Nancy has been living and working in the St. John’s area for over 17 years and has assisted thousands of individuals with creative and practical solutions to resolve their financial difficulties. She has a broad range of financial recovery experience for businesses of all sizes including bankruptcy filings, proposals to creditors, receiverships, and court-appointed receiver-manager experience.

She is involved in the profession as a past member of the board of the Newfoundland & Labrador Association of Insolvency and Restructuring Professionals, as well as a past member of the board of the Canadian Association of Insolvency and Restructuring Professionals.

Nancy is equally committed to her passion for health and fitness – and in her free time is most likely to be found cycling, hiking, running, or training at the gym.

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Chris Venn, NLP-MP, ORSCC, C.Ht.

Head of Advanced Markets – Financial Horizons

Chris Venn is the Head of Advanced Markets at Financial Horizons and works with advisors on a daily basis to help them move directly toward the success they’ve defined and are pursuing. Before entering business 25 years ago, Chris was trained by former members of the British SAS to protect heads of state, royalty and other high-ranking individuals who were at great risk. At the core of that work was the recognition that success invariably requires a different kind of skillset and a different kind of mindset than one’s competition; this applies equally well in business.

Combining the discipline and experiences of startups, growth, acquisitions, business sales and franchising of his own firms has given Chris a practical, actionable, and success-focused platform to help advisors grow. He has spent the last 16 years dedicated to working with highly successful advisors and advisory firms in the US and Canada, and continues to develop and deliver transformative programs to help advisors create the success they want.

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Matt Wright

Originally from Newfoundland and Labrador, Matt Wright is a JUNO nominated Canadian stand-up comedian, writer, actor and director.

Matt has appeared on three Just for Laughs Galas (Laverne Cox 2017, Ken Jeong 2018, and Jon Dore 2020), This Hour Has 22 Minutes (where he was a staff writer for three seasons), CBC’s The Debaters, the Winnipeg Comedy Festival, the Halifax Comedy Festival, and internationally at venues like the Comedy Store in Sydney, Australia.

More Speakers To Be Announced Soon!

Covid-19 Waiver and Protocols:

  • Agreement to the WAIVER OF LIABILITY FOR ALL CLAIMS AND RELEASE OF LIABILITY terms is required at the door.
  • We will be following local and provincial Protocols.
  • As stipulated by the province of Newfoundland and Labrador, as of October 22, 2021, all in-person meetings will require proof of double vaccination.
  • Masks are required.

Questions:

Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

If you have any questions or concerns regarding this event, please reach out to the Advocis Newfoundland and Labrador  chapter at nl@advocischapter.ca

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