May 20, 2020 – FINTRAC Update and Return to Safe Work Plan (No Recording)

On Wednesday, May 20, we were joined by Alan Cosgrave and Chris Galloway of MNP consulting for a presentation on the upcoming FINTRAC changes that take effect June 1, 2020. Corinne Caldwell, BCREA Chief Operating Officer, and Jennifer Lynch, BCREA Manager of Professional Services, also covered the return-to-work checklist created for managing brokers.

November 1, 2023 – Managing Brokers Policies and Procedures Manual Template & Standard Forms Launch

On Wednesday, November 1, 2023, we were joined by Jim McCaughan, Professional Services Support Advisor at BCREA, and Ryan DeLuca, Managing Director at 25th Hour Regulatory Consulting. Jim provided an informative overview of BCREA’s November 2023 Standard Forms Launch, including a summary of the forms change process, standard forms resources, a synopsis of the standard forms launch itself, and more. Ryan gave an invaluable presentation on topics such as why brokerages need a policies and procedures manual, things to consider when creating the manual, sections to include in the manual, best practices, and more.


The views expressed in these presentations are those of the speakers and do not reflect the views of BCREA or its member boards. Please note, the content of these presentations was current as of the date of each session and we cannot guarantee the accuracy of information provided in past sessions.