Session Date: March 21, 2012
Session hours: 7:30 AM–3:15 PM
  (Registration/Breakfast 7:30–8:30 AM, program 8:30 AM–3:15 PM)

Approved Continuing Education (CE) Credits: 6.0* hours

Conference Location: The Fairmont Royal York 
100 Front Street W 
Toronto, ON M5J 1E3
Website

Click here to view the At-A-Glance schedule.

Program Highlights
Topics and speakers for this intensive day-long session include:

• Canada, the US, and the Global Economy: Where Is This Going?
  Paul Tiffany, PhD | Haas School of Business, University of California, Berkeley
  In the first half of this session, Paul Tiffany, PhD, will examine how the United States ended up in the current economic state, including the rise of the U.S. economy and the foundation of its prior successes. He will then take a look at what has happened in the U.S. economy and investment world over the past 20 years, including the implications of globalization and the rise of the BRIC (Brazil, Russia, India, China) countries. Finally, Professor Tiffany will discuss what happens next, including implications of the changing global economic environment in the 21st century for the investor and the investment advisor.
  
  In the second half of this session, participants will engage in a specific exercise to leverage concepts and insights presented in the first part of the program. Working in teams, they will devise a suggested investment portfolio for a hypothetical investor (with the time-frame and scope of choices to-be-determined) and then justify their decision in an oral presentation to the entire group. Professor Tiffany will provide feedback on each of the presentations.
  
  Paul Tiffany, PhD, is an adjunct professor at The Wharton School, University of Pennsylvania, and the Haas School of Business of the University of California, Berkeley. He was a visiting professor at Sasin Graduate School of Business, Chulalongkorn University, Thailand (2002–2006), and is currently a visiting professor at CEIBS in Shanghai. Professor Tiffany currently heads Paul Tiffany & Associates, a multi-specialty consulting and training organization based in Santa Rosa, CA. He is also chairman of iCore, Inc., a high-tech start-up firm based in northern California that develops patented SCI network products. His most recent book, Business Plans for Dummies, co-authored with Dr. Steven Peterson, is currently in its second edition and is available in 10 languages, including Mandarin. Professor Tiffany earned an undergraduate degree from Loyola University, an MBA from Harvard University, and a PhD from the University of California, Berkeley.

• Do You Perceive a Contradiction? A Look in the Mirror
  David Loeper, CIMA^®, CIMC^® | Wealthcare Capital Management
  Has the voice in your head ever said, there has  to be a better way? Do you ever sense that clients do not understand the questions you ask them, or, the answers you give to their questions? Improving on the best practices of financial advising requires a humble and thoughtful self-reflection of the premises behind our services. Examining our services from the client's perspective helps us to uncover why sometimes there is a disconnect and, more importantly, permits us to reinvent our services to improve our relationship with clients and the value they perceive of us. This session will walk attendees through the industry's best practices from the client's perspective, exposing contradictions that get in the way, and solutions you can adopt to improve your mutual understanding of one another and improve your value to clients.
  

• Orchestrating the Music of Your Clients’ Lives
  David Loeper, CIMA^®, CIMC^® | Wealthcare Capital Management
  Advisors often try to manage or eliminate clients’ sometimes suboptimal emotional responses that can have potentially disastrous consequences. Yet we know that most meaningful decisions in our lives are driven by emotion, so is our attempt to squelch emotions misplaced? Are we using what we have learned from behavioral finance to better counsel clients to make better choices? Rather than discussing cold, hard, mathematical facts as they relate to goals-based advice, Mr. Loeper discusses how advisors can become more valuable to clients by incorporating a client’s deepest emotions into the advice an advisor gives. He will show how the psychology of using emotions to manage client expectations not only gives profound meaning to your career, but also can transform a financial advisor or investment consultant into the maestro of the music in your clients’ lives.
  
  David B. Loeper, CIMA^®, CIMC^® is chairman and chief executive officer of Wealthcare Capital Management^®. Previously he was vice president of investment consulting for Wheat First Securities, where he was promoted to managing director of investment consulting and then to managing director of strategic planning for the firm’s retail brokerage division. He worked at Wheat First Securities for 10 years, leaving in 1999 to found Financeware. Mr. Loeper was appointed by the governor of Virginia to serve on the Investment Advisory Committee of the nearly $30 billion Virginia Retirement System. He is author of the top-selling book, Stop the 401k Rip-off! as well as The Four Pillars of Retirement Plans, Stop the Retirement Rip-off, and Stop the Investing Rip-off. Mr. Loeper has appeared on CNBC and has been a featured contributor on Bloomberg TV. 

________________________________________________

Location & Parking
The Fairmont Royal York is located in downtown Toronto, directly across from Union Train Station and steps from the Financial and Theater Districts. The hotel offers valet parking at a rate of $34 for the Daytime maximum (7 am to 5 pm).

Sleeping Rooms
IMCA has blocked a small number of sleeping rooms at the discounted rate of $200 CDN per night plus applicable taxes. Please e-mail Meghann Shinners at mshinners@imca.org if you would like to make a reservation. The room block closes on February 21, 2012.

Attire
Attire for the conference is business casual.

Cancellation Policy
All cancellations for conference registration must be received in writing. For IMCA member registrations, the registration fee less a $50 cancellation fee will be refunded for cancellations postmarked or faxed by March 14, 2012. No refunds will be granted for cancellations received after March 14, 2012, or for nonattendance. Join & Go registrations will not receive a refund since the membership fee of $395 is non-refundable and the event registration is complimentary.

Continuing Education Credits

CIMA^®/CIMC^®/CPWA^® CE Credits—This event has been accepted by IMCA for up to 6* hours of IMCA-sponsored continuing education hours for the CIMA, CIMC, and CPWA designations for attending the entire event from 8:30 AM to 3:15 PM. Individuals are responsible for submitting any necessary paperwork to IMCA.
CFP^® certification—This event has been submitted to CFP Board for review. Information about approved sessions is available on the CFP Board website. Individuals are responsible for submitting any necessary paperwork and/or fees to CFP Board.
NASBA CPE Credits—IMCA is registered with the National Association of State Boards of Accountancy as a sponsor of CE on the National Registry of CPE Sponsors (ID 106054). State boards of accountancy have final authority about the acceptance of individual courses. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.
Other certifications/designations—IMCA does not submit programs to state insurance departments and bar associations. Individuals are responsible for submitting any necessary paperwork and/or fees to their state boards. Upon request, IMCA will provide a certificate of attendance after the conference.

*Program subject to change, which may affect the type and total number of hours delivered.