| 2017 President's Lunch Seminar/Workshop and Annual General Meeting
Thursday, May 18, 2017 | Join the Greater Vancouver Chapter of Advocis for the President's Lunch Seminar/Workshop and Annual General Meeting to be held on Thursday, May 18 at the Terminal City Club, 837 W Hastings St, Vancouver BC. Registration starts at 11:00 AM, with the AGM starting at 11:30 AM, followed by presentations from Mike Berris and Diana Pavlovská. Presentations
Buying and Selling a Financial/Insurance Planning Business with Mike Berris - Learn the misconceptions about business valuation that can get in the way of doing a deal
- Discover how buyers and sellers value a book of business
- Understand when is the right time to buy or sell
- Learn how to negotiate the deal
- Avoid common mistakes
- Understand risks associated with the deal
Achieving Professional Presence Workshop with Diana Pavlovská - Align your professional brand with your professional presence
- Understand how your presence impacts your clients
- Develop a dynamic, yet authentic professional presence
- Speak with passion and expression
PromotionS! Seasons pass holder FREE GUEST registration: Pass holders may invite one guest to attend the AGM and President's lunch with them for free. The guest does not require Advocis membership but should be an active advisor or planner who has not attended an Advocis Greater Vancouver event in the past 12 months. Please call the office to register your guest. Please note seasons pass holders are pre-registered for this event at no cost and are not required to RSVP. Let us know if you are unable to attend. New Advisor 50% DISCOUNT: Advisors who have been in the industry for 5 years or less may receive a 50% discount when registering. To take advantage of this great offer please call the Advocis Greater Vancouver office to register. | | About the Speakers | 
| | Mike Berris, CPA, CA, CBV
Smythe LLP
Topic: Buying and Selling a Financial/Insurance Planning Business
Mike is a partner at Smythe LLP and is the leader of the Smythe Advisory Group. He has over 25 years' of experience in providing accounting, valuation, and mergers and acquisitions advisory services. Mike specializes in the Canadian property and casualty insurance industry, and is recognized nationally as a leading advisor on the financial issues related to the distribution of insurance products. In addition, Mike has taught courses on broker acquisition and succession strategy, regularly consults on profitability management and contributes to various insurance industry publications. | | 
| | Diana Pavlovská
The Humphrey Group
Topic: Achieving Professional Presence Workshop
Diana is a consultant based in Vancouver. Working at The Humphrey Group, Diana has developed a reputation for excellence in both group training and private client coaching with senior leaders in organizations globally. Diana excels at helping her clients communicate clearly and authentically, with a polished executive presence.
Diana works across a variety of sectors, and has worked with some of the most successful business executives globally. Her clients include CEOs, CFOs, CIOs and SPVs at Enbridge, HSBC Bank, Boeing, Goldcorp and Philips.
Diana is a truly versatile coach, and an accomplished Keynote Speaker. Her experiences with senior leaders range from preparing them to deliver compelling presentations to the board to working with an entire executive leadership team to develop a strategic approach to growing their business. |
| Event Details | Date | | Thursday, May 18, 2017 | Location | | Terminal City Club
837 West Hastings St.
Vancouver, BC V6C 1B6
Map | Agenda | | 11:00 – 11:30 – Registration
11:30 – 12:00 – Welcome by President, Cory Murphy and AGM
12:00 – 12:20 – Lunch is served
12:20 – 12:30 – Awards
12:30 – 1:30 – Presentation by Mike Berris
1:30 – 1:45 – Advocacy Update / Coffee Break
1:45 – 3:00 – Presentation by Diana Pavlovská | Rates | | $69.00 – Members
$83.00 – Non-Members
*prices don’t include GST (GST# - 128563152) To take advantage of the two registration promotions above please call the Advocis Greater Vancouver office, 604.941.9657.
AGM Only member registration is free, please call to register.
2017 Seasons Pass holders have been pre-registered for this event at no cost and are not required to RSVP. Please let us know if you are unable to attend. Find out more about the 2017 Seasons Pass here. |
| | Please register by Tuesday, May 16, 2017.
Receipts will be sent out 2 days prior to the event. | | |
Thank you to our Annual Sponsors
Advocis Vancouver
102-211 Columbia Street, Vancouver, BC V6A 2R5
Phone: 604.941.9657 | Fax: 604.681.4545
GreaterVancouver@AdvocisChapter.ca | www.advocisvancouver.ca |
