Advocis Vancouver Island: The Business of Life and AGM 2024
Schedule
Wed Nov 20 2024 at 08:30 am to 05:00 pm
Location
Olympic View Golf Club | Victoria, BC
About this Event
The Business of Life: Succession Strategies, Estate Insights and AGM
A full day Professional Development event.
Join us for a day filled with enlightening presentations from a diverse lineup of speakers, focusing dealing with business succession, practice management and estate strategies. Don't miss our Annual Meeting during lunch—a must-attend for all Advocis VISL members!
- Wednesday November 20th, 2024
- 8:30am to 5:00pm
- Olympic View Golf and Country Club, 643 Latoria Rd, Victoria BC V9C 3A3
Ticket Details:<h4>? During checkout please use your Advocis ID as the promotional code to unlock your member rate.</h4>
- As a benefit of membership, Advocis Members attend this event at a disocunted rate!
?️| Member: $125 ( + ticketing fees)
?️| Non-Member: $175 ( + ticketing fees)
- Do you need assistance using your Advocis ID or promo code at checkout? for a short videoto assist you.
- Limited tickets are available on a first-come, first-serve basis. Please purchase by November 19 th, 2024, at 11:30 P.M. EDT.
Annual General Meeting
Advocis Vancouver Island Members, join us for our 2024 Annual Meeting to ratify our Chapter Board for the coming year. Our AGM will be in-person and held from 1:00 P.M. to 1:30 P.M. (PDT).
- Call Annual General Meeting to order
- Approval of Agenda
- Approval of Minutes from the 2023 Annual General Meeting
- State of the Union: Philip Bisset-Covaneiro, President
- Treasurer’s Report and Chapter Financial Statements
- Installation of new Board members for January 1, 2025
- Other Business
- Adjournment of meeting
Our Chapter is also proud to present the following slate for the coming year to the Board of Directors:
- President : Philip Bisset-Covaneiro
- Vice-President: Josue Dubon
- Treasurer: Shannon Gerigs
- Membership Chair: Shannon Gerigs
- Past President: Mike Reilly
- Program Chair: Jeff Taylor
- Advocacy Chair: Josue Dubon
- Sponsorship Chair: Taylor Ruby
- Communications and Social Media Chair: Mike Reilly
- Directors-at- Large: Marc Bourdon
The Chapter Board is seeking nominations of interest from members of the Chapter interested in the following portfolios:
- Secretary
- Financial Literacy Chair
- Public Awareness Chair
- Institute Chair
- GAMA Representative
- Directors-at- Large
New nominations are not accepted from the floor of the Annual General Meeting. Should someone wish to run for a position that has not been slated by the Nominating Committee, notice needs to be provided to the President no later October 18th, 2024. You can contact the President, Philip Bisset-Covaneiro, by e-mail at [email protected]
CE Details:<h4>? This event is pending approval of CE Credits by The Institute</h4>
**You must provide your Advocis ID when registering to be eligile to receive CE Credit
**In order to receive your CE certificate your information may be provided to a 3rd party provider.
Registration Requirements:
1. Enter your Advocis ID on the registration form.
**If ID is inaccurate or not provided at registration you will not be eligible for CE Credit.
a. If you have forgotten your Advocis ID, please click here to recover.
b. If you do not have an Advocis ID number please complete this form to request one.
2. Attend the webinar using the email address entered on your registration form
a. If you would like to be extended the member pricing, please join here.
Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.
Questions:
Please contact Advocis Vancouver Island with any questions regarding this event at: [email protected].
Where is it happening?
Olympic View Golf Club, 643 Latoria Road, Victoria, CanadaEvent Location & Nearby Stays:
CAD 186.50