Business Continuity Awareness Month (BCA Month) is FindBob's annual industry-wide campaign to raise awareness on important business resilience topics for insurance and financial advisors while demonstrating the value of effective business continuity, contingency, and succession management to practices of all types and sizes throughout life, health, P&C and retail wealth service businesses.
This year's theme is Invest in Your Resilience.  The COVID-19 pandemic has exposed weakness in our industry.  Now is the time for agents & advisors to invest in building robust continuity & contingency plans that will protect themselves, their business, their loved ones and their clients.

Your Speakers

BCA Month Speakers include some of North America's pre-eminent thought leaders who've committed their careers to supporting agents & advisors build enduring & transferrable service businesses.

Dr. Daralee Barbera

The American College

Jackie Bradley

Penn Mutual

Kenneth Dekker

Affleck Greene McMurtry LLP

Jason Kwiatkowski

Valuation Support Partners Ltd.

Rob Goff

Raymond James

David Gray


George Hartman

Market Logics

Bob Labrecque

Manulife Securities

John Novachis

Investment Planning Counsel

Lucas Parris

Mercer Capital

Tammy Robbins


Afsar Shah

The Personal Coach

Kim Siegers-Robinson

Park Place Advisory

Peter Wouters

Empire Life


31 jam packed days with curated and original education, resources and live webinar programming on business continuity for insurance & financial advisors.


Thought leaders who've committed their careers to supporting insurance & financial advisors build enduring, transferrable businesses.


6 FREE live webinars covering contingency, continuity, succession, M&A, valuation and legal considerations.


Join over 1,000 agents & advisors who've already registered.

Why Attend BCA Month?

Frequently Asked Questions about BCA Month

Yes, once you register you are provided with an All-Access ticket which grants you access to all of the webinars. You will receive confirmations and reminders for each of the webinar sessions.
Yes, each of the webinars will provide 1.0 CE credits pending accreditation for advisors in Canada only at this time.  The CE will be issued 2-3 weeks post-event.  The CE will only be issued to those individuals who stayed for entire duration of the webinar.
Participating companies will be donating to a Canada Helps Pandemic Response charity selected by a random attendee at the live event on May 7th.

In just a few short months, COVID-19 has grown into a global pandemic. Healthcare systems are overwhelmed and many people are struggling as social distancing and the economic impact takes a toll. Charities across Canada are launching urgent appeals for help. Find out how you can support COVID-19 relief efforts here.

Webinar Programme

The BCA MONTH 2020 Webinar Programme is now live, with engaging and insightful sessions led by experts who are committed to assisting insurance agents & financial advisors build resilient businesses.

Preparing for the Unexpected

4 industry experts who've spent their careers shaping practices of enduring and transferrable value will share:

✔ Importance of Continuity Planning
✔ Elements of an effective Continuity Plan
✔ How Continuity Planning can stimulate growth

  • David Gray, George Hartman, Bob Labrecque, Kim Siegers-Robinson
  • 1PM EDT

The Resilient Practice

As a financial professional, your number one priority is your clients’ well-being. While you work hard to secure their interests, unexpected challenges can sometimes hit at the worst of times. The good news is there are steps you can take today to make sure your clients are cared for and the value of your business is protected and resilient against any threat.

  • Dr. Daralee Barbera, Jackie Bradley, Rob Goff, and Tammy Robbins
  • 1PM EDT

Practices that Endure

A business continuity is dramatically different than a succession plan.  In this session we pivot to succession planning, how a continuity plan can be a good starting point for your succession plan as well as actionable, pragmatic tips on moving the needle on this ever important subject.

  • George Hartman, John Novachis, Afsar Shah, Peter Wouters
  • 1PM EDT

Valuing Insurance Agencies: A Valuator's Perspective 🇺🇸

What drives value in an insurance agency? Insurance agency merger and acquisition activity has been at historic levels for the past several years. But not all agencies are created equal. This session will address the current state of agency valuation in the marketplace, industry trends, and the latest thoughts on how the COVID-19 pandemic is affecting valuations. Join Lucas Parris of Mercer Capital as he reviews the valuation methodologies and drivers of value for insurance agencies in the current environment.

  • Lucas Parris
  • 2PM EDT

Buy-Sell Agreements: A Valuator's Perspective 🇨🇦

For many, an important aspect of continuity and succession is drafting of the buy-sell agreement.  These shareholder agreements are most commonly the domain of lawyers, who carefully plan for various situations, while capturing the intended objectives of the shareholders. Frequently the value implications for the shareholders, including their family members and other beneficiaries are overlooked or misunderstood, which can lead to unintended outcomes, or disputes. Such outcomes can be avoided, or at least mitigated. In this webinar, Jason Kwiatowski, CPA, CA, CBV, ASA, CEPA, Partner & President VSP Valuation Support Partners will provide a business valuator’s perspective on shareholder buy-sell agreements.

  • Jason Kwiatowski
  • 1PM EDT

Book Ownership Issues: A Legal Perspective 🇨🇦

Kenneth Dekker, Partner, Affleck Greene McMurtry LLP, has more than 20 years of experience representing financial services firms and investment industry professionals in all manner of regulatory and civil disputes. Ken has appeared in all levels of courts in Ontario, as well as before the Supreme Court of Canada and numerous securities industry regulators, including the Mutual Fund Dealers’ Association, the Investment Industry Regulatory Organization of Canada and the Ontario Securities Commission. As one of Canada's leading experts in this field he will examine the legal ins and outs of book ownership. Hear about some legal case studies, arguments and decisions.

  • Kenneth Decker
  • 2PM EDT



HUB Financial
Financial Horizons Group
Park Place Advisory
Manulife Securities
Independent Financial Brokers Association
Canada Protection Plan
Assumption Life
The Personal Coach
Experior Financial Group
IDC Worldsource Financial Network Inc.
Market Logics
Advocis Toronto
Grinnell Mutual