Share the collective wisdom of our multidisciplinary network of credentialed financial professionals in magnificent Montreal.

The Forum offers a choice of over 40 educational sessions in a broad range of financial topics featuring world-class speakers. You will go home with insights that you can immediately apply to your work, and earn CE credits for the credentials accepted for Society membership.Two featured sessions give you the opportunity to hear a panel of leading practitioner-members discuss lessons learned in the management and transitioning of their own businesses. Rounding out the advanced education that is the hallmark of the Society programs are four sessions on practice management, brought to you through a special arrangement with the Million Dollar Round Table.