Education & Events
Past Events

Past Events

• Breakfast Seminar

  Responsible Investing: Utilizing SASB Standards for ESG Investing

  June 6, 2018
• Luncheon Seminar

  Middle Market M&A Update – Strong Momentum Continues

  June 5, 2018
• Continuing Education Course

  (NEW) Data Analysis & Communication with Excel by The Marquee Group

  June 1, 2018
• Luncheon Seminar

  Corporate Tax Changes: The Facts, the Myths and the Remaining Uncertainty

  May 30, 2018
• Afternoon Workshop

  Advanced Technical & Behavioural Market Analysis

  May 28, 2018
• Luncheon

  Blockchain and Its Disruption to Financial Services

  May 25, 2018
• Networking

  8th Annual Partnership Reception - SOLD OUT

  May 23, 2018
• Webinar

  The Rise of Non-GAAP Performance Measures and the Growing Expectation Gap

  May 23, 2018
• Luncheon Seminar

  Financial Market Outlook: Is This the End?

  May 17, 2018
• Conference

  2018 Annual Wealth Conference - SOLD OUT

  May 16, 2018
• Continuing Education Course

  Building a Financial Model by The Marquee Group - SOLD OUT

  May 15, 2018
• Networking

  Spring Has Sprung Whisky Tasting Social - SOLD OUT

  May 9, 2018