{"product_id":"from-policy-to-practice-implementing-ciro-s-proficiency-model","title":"From Policy to Practice: Implementing CIRO’s Proficiency Model","description":"\u003cp class=\"MsoNormal\"\u003eAs of January 1, 2026, CIRO transitioned to an assessment-centric proficiency model to better evaluate the skills and performance of Investment Dealer Approved Persons. Firms are now adapting to this shift - navigating the new firm portal, integrating conduct training and exams into onboarding processes and supporting candidates throughout their exam journey.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eJoin representatives from CIRO, a Dealer Member and Legal for practical, experience-based discussion on why the model changed, how firms are operationalizing the new requirements and the early insights emerging across the industry. This session will offer clarity, practical insights and peer learnings to help firms confidently navigate and evolve alongside CIRO’s new proficiency framework.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb\u003eSpeakers:\u003c\/b\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e•\u003cspan style=\"mso-tab-count: 1;\"\u003e            \u003c\/span\u003eSherry Tabesh – VP, Proficiency, CIRO\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e•\u003cspan style=\"mso-tab-count: 1;\"\u003e            \u003c\/span\u003eGarth J Foster- Partner, Fasken Martineau DuMoulin LLP\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e•\u003cspan style=\"mso-tab-count: 1;\"\u003e            \u003c\/span\u003eDan Bowering-VP, Chief Compliance Officer, Aviso\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e•\u003cspan style=\"mso-tab-count: 1;\"\u003e            \u003c\/span\u003eModerator:\u003cspan style=\"mso-spacerun: yes;\"\u003e  \u003c\/span\u003eAlina Rouleau – VP. Regulatory Transformation, BMO Capital Markets\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003eDate\u003c\/b\u003e:\u003cspan style=\"mso-tab-count: 2;\"\u003e                 \u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-CA\" style=\"mso-ansi-language: EN-CA;\"\u003eTuesday, June 2, 2026\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003eTime\u003c\/b\u003e: \u003cspan style=\"mso-tab-count: 2;\"\u003e                \u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eRegistration\u003cspan style=\"mso-tab-count: 2;\"\u003e                  \u003c\/span\u003e8:00 – 8:30 AM EST\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003ePresentation\u003cspan style=\"mso-spacerun: yes;\"\u003e                 \u003c\/span\u003e8:30 – 9:30 AM EST\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003eLocation\u003c\/b\u003e:\u003cspan style=\"mso-tab-count: 1;\"\u003e        \u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-CA\" style=\"mso-ansi-language: EN-CA;\"\u003eFasken Martineau DuMoulin LLP, 24\u003csup\u003eth\u003c\/sup\u003e Floor, Suite 2400, Bay Adelaide Centre, 333 Bay Street, Toronto, ON, M5H 2T6\u003cspan style=\"mso-spacerun: yes;\"\u003e  \u003c\/span\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003eCost\u003c\/b\u003e: \u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e$45.00 + HST\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003ePayment\u003c\/b\u003e:\u003cspan style=\"mso-tab-count: 1;\"\u003e        \u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eIndividual registrations, via credit card only.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003eRegistration Deadline:\u003cspan style=\"mso-tab-count: 1;\"\u003e         \u003c\/span\u003e\u003c\/b\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eMay 29, 2026 (Registration may be closed earlier due to limited seating capacity).\u003cspan style=\"mso-tab-count: 1;\"\u003e       \u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb\u003eWe encourage you to submit questions or hypothetical events that you would like our speakers to address at this seminar. Please use the space provided on the registration form or email \u003c\/b\u003e\u003ca href=\"mailto:chair@clseducation.ca\"\u003e\u003cb\u003echair@clseducation.ca\u003c\/b\u003e\u003c\/a\u003e\u003cb\u003e. All questions will be anonymous. \u003c\/b\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003ePlease note that there may be presentation material provided at the seminar. This session will not be taped.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003eWe also invite you to bookmark our website, \u003ca href=\"http:\/\/www.clseducation.ca\"\u003ewww.clseducation.ca\u003c\/a\u003e, and check the Events pages frequently as information about our upcoming events will be posted there in advance of the invitations to register. You can also subscribe to our mailing list at \u003ca href=\"http:\/\/www.clseducation.ca\/subscribe.html\"\u003ewww.clseducation.ca\/subscribe.html\u003c\/a\u003e to receive all of the notices for our events.\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cb\u003eHousekeeping\u003c\/b\u003e: \u003ci\u003e\"The views and opinions expressed in the upcoming presentation are those of the authors who are solely responsible for the content.  The views expressed may not necessarily reflect the views of CIRO, the Conduct, Compliance and Legal Section Executive Committee or of the CCLS Education Sub-Committee.\"\u003c\/i\u003e\u003c\/p\u003e","brand":"CCLS Education Sub-Committee Events","offers":[{"title":"Default Title","offer_id":52127185010970,"sku":"60","price":45.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0672\/3498\/8314\/files\/ccls-new-logo_d4f67202-4ee7-4f75-9df4-dda698a888fa.png?v=1723214692","url":"https:\/\/cclsevents.myshopify.com\/products\/from-policy-to-practice-implementing-ciro-s-proficiency-model","provider":"CCLS ESC Event Registration \/ Conférence du sous-comité sur la formation du Groupe consultatif de la conduite des affaires, de la conformité et des affaires juridiques","version":"1.0","type":"link"}