Your 2020 Faculty
The Advocis Banff School has always been known for its amazing Faculty. Did you know that in the 66 year history of the Advocis Banff School that we've never paid any of these amazing folks?
They come out and speak of their own accord because they believe in the school, and they believe in supporting those Advisors who are willing to invest in themselves by attending.
This year's Faculty is another amazing lineup of experts. Get ready to learn and be inspired!
CLU, CHFC, CHS
Corry started his insurance practice in 1986 at the age of 24. He is an Honour Roll member of MDRT and has served many times as Chair for MDRT and Advocis committees and boards alike. He has been an invited speaker in 10 countries, has been a professional emcee for international conferences and has spoken at MDRT on 7 occasions. His insurance practice is focused on the needs of physicians. Corry and Susan live in Halifax.
Company Facebook: www.facebook.com/Maritime-Wealth-189376831943857/
Managing Director, Tax & Estate Planning - CIBC
Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC in Toronto. As a member of the CIBC Financial Planning & Advice team, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions.
He received his B.Com. from McGill University, earned his CPA designation in Ontario and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations.
Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called “Tax Expert” in the National Post, has appeared as a guest on BNN, CTV News, and The National and has been a regular personal finance guest on The Marilyn Denis Show.
Jamie is a recipient of CPA Ontario’s Award of Distinction, which honours those CPAs who have made an early impact, bringing distinction to themselves and to their profession through leadership and achievement in their professional, community and/or personal lives.
MDRT - Past President
CLU, CFP, CLTC
Insurance Consulting Services Inc. - President
Building upon his extensive insurance career, Jim Pittman founded Insurance Consulting Services, Inc. (ICS), in 2000. For more than 40 years, Jim’s philosophy has been to educate his clients, helping them make informed decisions about their risk management issues.
Jim is one of a handful of Licensed Insurance Consultants in the State of Oregon. In 2009, Jim was honored with the prestigious Bud Horn award from the Oregon Association of Insurance and Financial Planners. This award is presented periodically to a professional who has shown dedicated commitment and has made a significant positive impact on the insurance community.
Jim has been a sought after speaker, both domestically and internationally, for lawyers, CPAs, financial planners, and other industry groups on the structure and proper use of life, disability, and long-term care policies.
Jim graduated from the University of Oregon and received his MS in Tax and Financial Services from The American College in Bryn Mawr, Pennsylvania. He is the past President of The Estate Planning Council of Portland, The Portland Chapter of CLU and ChFC, The OHSF Foundation Advisory Board, and he has served on the Planned Giving Committees of The Oregon Ballet Theatre and Loaves and Fishes.
Jim lives in Portland, Oregon, and has been married to his wife Karon since 1970. They have three grown children: Cameron, Morgan, and Reagan. Jim and Karon enjoy skiing, running, traveling, and spending time at the Multnomah Athletic Club. Jim is particularly involved in bicycling and can often be found riding his bike many miles from home.
Mainstay Insurance Brokerage Inc. - President
Dave Patriarche founded Mainstay Insurance Brokerage in 1996 as a one-person shop specializing in providing employee benefits to small businesses in the Greater Toronto Area. Mainstay has grown substantially and now has clients across the country, including Canadian subsidiaries of U.S. based organizations.
Dave is a strong believer in continuing education and recognized the need for the group insurance industry to broaden its efforts in this area. In 2003 he started a small networking group, which evolved into regular breakfast meetings across the GTA, then into regular educational seminars.
He founded CGIB, the Canadian Group Insurance Brokers, an organization dedicated to supporting networking and continuing education for the group insurance industry. He is an accomplished speaker both with CGIB and at other industry events across the country. Dave has worked “behind the scenes” to support and act as an expert witness in cases involving employee benefits and is often chosen as the “go-to” expert for others in the business.
Dr. Bruce Lund
For over a decade, Dr. Bruce Lund has trained thousands of professionals all over the country.
Bruce earned a PhD in Human Performance at age 29, and was hired as one of the youngest ever program directors in the Texas A&M System. He was then recruited back into corporate America helping grow a multi-million dollar coaching business as Director of Sales before launching 90-Day Sales Manager, the P90X of Sales Training.
Bruce's 5-Habits of Highly Effective Salespeople is sweeping the nation and quickly changing people's lives both personally and professionally. He's spoken on stages all over the world specific to banking, insurance, and financial services including the Million-Dollar Roundtable annual meetings in Los Angeles and New York City.
Helen Hirsh Spence
Following her 35 years of increasingly senior leadership positions in both the public and
private education sectors, Helen embarked on a journey of entrepreneurship. She
recognized the need to raise awareness about the upcoming demographic shift and
how it would impact Canada’s future prosperity. As a result, she founded a social
enterprise, Top Sixty Over Sixty (T60 Strategies) which provides thought leadership,
consulting and training on age inclusion and diversity.
Helen is an energetic, creative and solutions-oriented individual who has worked in
rapidly changing environments as both a leader and a team player, consistently
focusing on strategy, stakeholder needs and high performance outcomes for the
organization. She advises and trains on how to unlock the potential of all employees,
transforming the multi-generational workforce into productive intergenerational teams.
In her consulting capacity, she participates in think tanks and facilitates retreats;
presents at conferences and seminars on wide ranging topics: from organizational
culture, talent management, stakeholder engagement to how businesses develop
branding, benefits and policies that are age-friendly. All her work is grounded in best
practice and research.
Helen is an active volunteer locally, nationally and internationally. Some of these roles
include: Past Chair of the Jane Goodall Institute of Canada; a former President of the
Ontario Principals’ Council representing 5000 public school principals; Executive
member of the International Women’s Forum. In her spare time, she serves as a mentor
and life coach to youth and new immigrants. In all that she undertakes. Helen conveys a
natural enthusiasm for learning and a gift for motivating both colleagues and audiences.
Helen’s fluency in French, German and Spanish facilitates her many consulting and
voluntary efforts around the globe.
Captain (Ret’d), PEng, PMP, TEP, CD
Sharon Hartung is the Founder and Principal of Your Digital Undertaker. With over 30 years of experience in IT management, project management and consulting, she brings a multi-disciplinary approach to better understanding the role of managing digital assets in estate planning and estate administration. Sharon has built and maintained large enterprise systems for public sector and financial clients––starting as an aerospace engineering officer with the Canadian Forces before retiring as a Captain. Joining IBM Global Services, Sharon spent her career as an executive and consultant in Project Management. Sharon’s book, Your Digital Undertaker - Exploring Death in the Digital Age in Canada, has recently been published. Sharon holds an MSc in Management of Information Systems, as well as a Project Management Professional (PMP)® certification and is a Professional Engineer. Sharon is a Society of Trust and Estate Practitioners (STEP) member and committee member of the STEP Global Digital Assets Special Interest Group.
LinkedIn - linkedin.com/in/sharon-hartung-982918123/