| Thursday, September 12, 2024 |
|---|
| | Welcome Room Drop Gift |  | https://www.nbc.ca/ |
| | Registration Name Badge and Lanyard, Hotel Keycard |  | https://www.fnz.com/ |
| 3:00 PM - 6:00 PM | Welcome Bag and Refreshments |  | https://www.tmx.com/ |
| 6:15 PM - 7:45 PM | Welcome Reception |  | https://clearing.fidelity.ca/fcc/en/ |
| 8:00 PM - 10:00 PM | Dinner |  | https://www.rbccm.com/en/home.page |
| Friday, September 13, 2024 |
|---|
| 8:00 AM - 9:00 AM | Breakfast |  | https://www.cwt.ca/en/ |
| 9:00 AM - 9:30 AM | Opening Remarks | | |
| 9:30 AM - 10:30 AM | Innovation and Regulation in Canada’s Evolving Payments Ecosystem: A Fireside Chat with Ron Morrow | | |
| 10:30 AM - 10:50 AM | Refreshment Break |  | https://www.broadridge.com/ca/ |
| 10:50 AM - 11:10 AM | CIPF Update | | |
| 11:10 AM - 12:00 PM | Reports from Key Industry Institutions (CDS Update, Fundserv Update) | | |
| 12:00 PM - 1:00 PM | Lunch |  | https://www.cannex.com/ |
| 1:00 PM - 1:45 PM | T+1 in Retrospect: Lessons Learned and Future Implications | | |
| 1:45 PM - 2:15 PM | Account Transfers – Issues, Challenges, and Finding a Path Forward | | |
| 2:15 PM - 3:00 PM | AI Opportunities, Key Impacts and Enhanced Capabilities of Automation in Dealer Operations | | |
| 3:00 PM - 3:20 PM | Refreshment Break | | https://www.broadridge.com/ca/ |
| 3:20 PM - 3:40 PM | Business Trends and Performance in Canada’s Securities Industry | | |
| 3:40 PM - 4:20 PM | Total Cost Reporting Panel | | |
| 4:20 PM - 4:30 PM | Closing Comments | | |
| 6:15 PM - 9:45 PM | Reception and Dinner |  | https://www.fisglobal.com/ |
| 10:00 PM - 11:30 PM | Hospitality Evening Event |  | https://www.fundserv.com/ |
| Saturday, September 14, 2024 |
|---|
| 8:00 AM - 9:00 AM | Breakfast & Perk Bag |  | https://kpmg.com/ca/en/home.html |
| 9:00 AM - 9:15 AM | FOAS Annual Meeting (CIRO Member only) | | |
| 9:15 AM - 9:45 AM | Auditors’ Update (CIRO Member only) | | |
| 9:45 AM - 10:15 AM | CIRO Member Regulation Policy Update (CIRO Member only) | | |
| 9:55 AM | 1st Departure for Golf Tournament (Please meet at the lobby) | | |
| 10:30 AM - 12:00 PM | Grab and Go Lunch |  | https://www.raymondjames.ca/ |
| 10:30 AM - 6:00 PM | Golf Tournament |  | https://www.computershare.com/ca/en |
| 10:55 AM | 2nd Departure for Golf Tournament (Later tee time) | | |
| 11:00 AM - 6:00 PM | Golf Refreshments | | https://trafix.com/global-services/ |
| 12:45 PM - 3:30 PM | Guest Program (Please meet at hotel lobby) | | |
| 6:30 PM - 7:45 PM | Reception |  | https://www.bmo.com/en-ca/main/personal/ |
| 8:00 PM - 10:00 PM | Dinner |  | https://www.aviso.ca/en |
| 10:00 PM - 11:30 PM | Hospitality Evening Event |  | https://www.doxim.com/ |
| Sunday, September 15, 2024 |
|---|
| 7:30 AM - 10:30 AM | Breakfast at Leisure | | |
