IFB Workshops

Become a Tech Pro


*Sold Out*

Thanks for your interest! This workshop series is currently full. It will be available on IFB’s learning portal later this summer for on-demand viewing.

In the meantime, don’t miss out on our next workshop series: Buying and Selling a Practice

Click here to view some questions and answers from Workshop #1 and #2

4-Part Technology Series

Presented by: Matthew Gray, CEO and Founder, Mind Surface

Attend all 4 sessions and earn:

4 hours Life License CE (ON, BC, SK)

4 hours RIBO Personal Skills

4 hours FP Canada (Practice Management)

4 hours Alberta Insurance Council (Life & General)

4 hours Manitoba (Life and/or A&S)

Workshop #1: Conducting Business in a Virtual World – Technology 101

Life (ON, BC, SK) 1.0  |  RIBO (Personal Skills) 1.0  |  FP Canada # 8585 (Practice Management) 1.0 | AAC #56641 (Life and General)  1.0 |  MB  #36568 (Life and/or A&S) 1.0

Wednesday June 9, 2021 – 12 p.m. – 1 p.m. Eastern time

● Understand common tooling and digital terminology
● Conduct a online meeting with clients
● Provide a quality virtual experience
● Thrive during the current pandemic

View workshop outline

Workshop #2: Bringing Technology Into Relationships – You’re Not a Robot

Life (ON, BC, SK) 1.0  |  RIBO (Personal Skills) 1.0  |  FP Canada # 8587 (Practice Management) 1.0 | AAC #56643 (Life and General)  1.0 |  MB  #36567 (Life and/or A&S) 1.0

Wednesday June 16, 2021 – 12 p.m. – 1 p.m. Eastern time

● Use technology to enhance my skills not replace them
● Reduce administrative load through tooling automation
● Provide a seamless experience when dealing with clients
● Mobile vs. Laptop/Desktop experience

View workshop outline

Workshop #3: Dos and Don’ts of Communicating Digitally – Cyber Security

Life (ON, BC, SK) 1.0  |  RIBO (Personal Skills) 1.0  |  FP Canada # 8586 (Practice Management) 1.0 | AAC #56642(Life and General)  1.0 |  MB  #36569 (Life and/or A&S) 1.0

Wednesday June 23, 2021 – 12 p.m. – 1 p.m. Eastern time

● Understand security in a digital environment
● Protect my clients information
● Protect my own information
● What IT products I should be using

View workshop outline

Workshop #4: Technology Takeover – Mastering the Digital World

Life (ON, BC, SK) 1.0  |  RIBO (Personal Skills) 1.0  |  FP Canada # 8588 (Practice Management) 1.0 | AAC #56644 (Life and General)  1.0 |  MB  #36570 (Life and/or A&S) 1.0

Wednesday June 30, 2021 – 12 p.m. – 1 p.m. Eastern time

● Control what the world sees about you and your business
● Automate, automate, automate (from email to meetings to lead gen)
● Manage data entry for all applications from a single place
● Make your mobile work for you

View workshop outline

Cost to attend:

Early Bird (until May 31) – $49 IFB members/$99 all others

Regular (after After May 31)  – $69 IFB members/$119 all others

Click here to register

Matthew Gray, CEO and Founder, Mind Surface

Matthew Gray is the CEO and Founder of Mind Surface and a thought leader in the area of technology training and AI for business. For the past 15 years, Matthew has been at the forefront of technology innovation in telecommunications, software development and managed services. Working in both professional training and project management, Matthew brings with him an easy to follow and interactive approach to understanding technology in its simplest form.