Speakers
EDUCATION & TRAINING
WHAT TO EXPECT
We’re bringing you an amazing experience in 2026!
Our expert speakers presented tangible takeaways, and solid, implementable strategies that attendees are now implementing to improve their businesses!
- Market & Business Research
- Business Development & Client Service
2026 SPEAKERS (MORE TO COME!)
Speakers
Kelly Gorman
“Advocis Update: key updates on strategic priorities, including advocacy, education, and member engagement”
Kelly Ho
“Advocis Update: Key updates on strategic priorities, including advocacy, education, and member engagement”
Barbara Egan
“The Power of Presence: Performing Well Without Burning Out”
Joseph Galli
“Unlocking the Hidden Value of Life Insurance to Fund Medical Research and Patient Support“
Tanya Staples
“Retirement Realities in Canada – A Gendered Journey”
Dr. Sara Johnson
“The Secret of Getting Ahead is Getting Started: Building superior Networks Using Alternative Assets“
Dan Steinkey
“Creating Community: The Flywheel That Grows Your Practice“
Richard Pyper
“Old Habits, New Rules: Aligning Compliance and Advisors for Sustainable Growth“
Patrick Uzan
“Strategic Structuring: Pitfalls and Opportunities with Corporate-Owned Life Insurance“
Lee Picco
“What Built Your Success Won’t Sustain It: Mastering Your Default Patterns Under Pressure“
Kathryn Bennett
“Business Succession: Built to Last”
Jayden Lee
“Pain to Purpose: How to Build a Life Resume”
Ira Dixon
“The True Power of a CRM: Discover How the Right CRM Can Revolutionize Your Advisory Practice”
“The 2026 Advocis Pacific School is bringing together an incredible group of speakers, all absolute experts in their respective fields. You definitely don’t want to skip this!”
Saskia Karlen, CHS, CFP
Co-Chair, 2026 Advocis Pacific School
Don’t Miss Out!
Come to Kelowna, experience your transformation
Whether you’ve been to our event before (formerly named “Okanagan School”) or this is your first time, this is an event not to miss! Come discover what’s possible, along with your friends and colleagues.