Guess what?The Future is Now! CIAA Annual Conference

Westin Bayshore, Vancouver, BCSeptember 11-14, 2016

This program is sponsored by

You’ve made the right decision by attending the CIAA’s 53rd annual conference in beautiful Vancouver. Welcome to the city and two and half days of enriched professional development.

In many ways Canada embodies the future. We’re a young country, with a dynamic and diverse population and we embrace change and ideas. That’swhat our business program is all about ... it starts with our keynote RichardBishop – an international expert on Intelligent Transportation Systems (ITS),specializing in intelligent/connected/automated vehicles, Richard will give usthe 360 on the driverless car and what it holds for the P&C world.

Our closing speaker is no stranger to sports fans .... Ryan Walter had an illustrious career in the NHL, but since his playing days he’s made his mark as aspeaker, author and motivator. His message is sure to inspire.

Thanks to Jason Christopherson of The Mutual Fire Insurance Company ofBritish Columbia and Rocky Bhatia of Economical Insurance who headed up the

business program. Get ready for some eclectic sessions on broker billings, M&As, Insurance Disrupted, toFort McMurray’s devastation and what insurers learned from it. They also know to stay with the tried andtrue: CEO and CFO panels, along with accounting and tax updates by PwC LLP and KPMG LLP respectively.

My volunteer team did an excellent job: Antonietta Montisano, RSA Canada, kept the registrations on track;Jennifer Ashton, FCT, was in charge of the social side and made sure we scheduled some fun and Rick Keeler ofMunich Re provided budget and treasury expertise. Special thanks to Annette Pohle of PwC LLP, who did afabulous job of enticing sponsors in these challenging times.

We’ve selected a unique charity as this year’s recipient of our raffle fundraising. The Zajac Ranch for Childrenprovides camps for children and young adults with chronic, life-threatening and/or debilitating conditions.They get to explore the great outdoors and have fun in a safe setting. Learn more at zajacranch.com

A special acknowledgement to all our sponsors for their generous contributions. We cannot run a conferencewithout the added financial contributions from these sponsors. I also want to single out two “new” partners forthe CIAA – KPMG LLP and PwC LLP. These firms have stepped up to being Premier Plus Partners which greatlyassists the CIAA in its commitments to deliver quality education to our members.

I encourage you to participate in the Q&As and introduce yourself to an unfamiliar face. There’s plenty tolearn from colleagues and it all starts with a “hello” ... enjoy your conference.

Adrian A Serge, 2016 Conference Director Adrian.A.Serge@marsh.com

The Future is Now!

The Future is Now!2016 CIAA Annual Conference1

Adrian Serge

Every day at a glance ...All sessions held in Salon 2 & 3, Stanley Park Ballroom

SUNDAY, SEPTEMBER 11, 2016

3:00 PM - 5:00 PM Register in the Concierge Foyer

6:00 PM - 7:00 PM Cocktail reception in the Stanley Park Foyer, Westin

7:00 PM - 10:00 PM Dinner in the Cypress Room, Westin

MONDAY, SEPTEMBER 12, 2016

7:00 AM – 8:30 AM Breakfast @ Cypress/Salon 1

8:30 AM – 8:35 AM CIAA Conference Director, Adrian Serge greets us

8:35 AM – 9:30 AM Keynote kick-off with Richard Bishop – Behind the Driverless Wheel

9:30 AM - 9:45 AM Coffee Break @ Stanley Park Foyer

9:45 AM - 10:30 AM Broker Billings & Issues ... John Knotek, CEO, ClearPay

10:30 AM - 11:30 AM The Annual Accounting Update by PwC LLP

11:30 AM - 12:00 PM AGM

12:00 PM - 1:15 PM Lunch @ Currents Restaurant

1:15 PM - 2:00 PM Where are the opportunities for institutional investment portfolios? With Dave Holt, and Yusuke Khan, Pavilion Advisory Group Ltd

2:00 PM - 2:45 PM Mergers and Acquisitions presented by Mike Berris, partner, Smythe LLP

2:45 PM - 3:00 PM Coffee Break @ Stanley Park Foyer

3:00 PM - 3:45 PM Technology and Finance … with Steve Moseley, Unit 4

3:45 PM - 4:30 PM Fort McMurray Lessons with Sean Russell of Guy Carpenter

5:30 PM - 9:00 PM Boat Cruise, reception and dinner. Meet in lobby @ 5:30 PM; boat departs at 6:00 PM

TUESDAY, SEPTEMBER 13, 2016

7:00 AM – 8:30 AM Breakfast @ Cypress/Salon 1

8:30 AM - 10:00 AM The Leaders Panel with Joseph El-Sayegh, President and CEO, SCOR; Matt Wubs, CEO, Westland Insurance and Geoff Lubert, EVP & Managing Director, Willis Re Canada Moderated by Neil Parkinson, KPMG

10:00 AM - 10:15 AM Coffee Break @ Stanley Park Foyer

10:15 AM - 11:00 AM Insurance Disrupted: Operating in a connected world with Daniel Shum and Ratan Ralliaram, Deloitte LLP

11:00 AM - 12:00 PM Annual Tax Update withKPMG LLP

12:00 PM Lunch (grab and go box lunch) Meet in the lobby at 12:30 PM for all activities.

6:00 PM - 7:00 PM Cocktail reception in Stanley Park Foyer

7:00 PM - 10:00 PM Dinner, entertainment & charity raffle in the Stanley Park Ballroom

WEDNESDAY, SEPTEMBER 14, 2016

7:00 AM – 8:30 AM Breakfast @ Cypress/Salon 1

8:30 AM - 10:00 AM CFO Panel with Gary Timlick, CFO, Wawanesa Insurance; Joanne Challen, CFO, Family Insurance; Jim Abernethy, CFO, Marsh Canada Moderated by Akif Siddiqui, PwC

10:00 AM - 10:15 AM Coffee Break @ Stanley Park Foyer

10:15 AM - 11:45 PM Ryan Walter closes us out

2016 Conference concludes at noon. 2

MONDAY, SEPTEMBER 12, 2016

8:30 AM – 8:35 AM CIAA Conference Director, Adrian Serge greets us ...

Please note all sessions are held in Salons 2 & 3 Everyone is welcome to attend the opening and closing sessions.

8:35 AM – 9:30 AM Keynote kick-off with Richard Bishop – Robots on our Roads: When Are They Comingand What Does It Mean?

Breaking this complex world down into the three major domains of personal auto, trucking, and automated mobility-on-demand (robo-taxi), Richard discusses the market rollout and impacts on safety and transportation in general. Aftertouching on "the stars that must align,” in areas such as regulation, certification, cybersecurity, and public acceptance,he’ll examine market penetration projections and how this may impact the insurance arena.

9:30 AM - 9:45 AM Coffee Break @ Stanley Park Foyer

9:45 AM - 10:30 AM Broker Billings & Issues ... with John Knotek, CEO, ClearPayWith technology ever-improving and accessible, there are services available for accounting professionals to gain efficiencies, without being multi-year and multi-department projects. You’ll glean practical information on some areas toconsider and evaluate for improvements.

10:30 AM - 11:30AM The Annual Accounting Update by PwC LLP ... Led by Dayna Hui and Gladys Yeo, Senior Managers, PwC LLP

11:30 AM - 12:00 PM AGM hosted by Adrian Serge, CIAA President

12:00 PM - 1:15 PM Lunch @ Cypress

1:15 PM - 2:00 PM Where are the opportunities for institutional investment portfolios?Presenters Dave Holt and Yusuke Khan of Pavilion Advisory Group. An update on global capital markets and insights into how institutional investors are coping with the challenges of the current market environment.  Learn how investors are effectively dealing with the headwinds affecting their portfolios such as increased volatility in equity markets,central bank intervention and historically low interest rates.

2:00 PM - 2:45 PM Mergers and Acquisitions with Mike Berris, Partner, Smythe LLPMike will discuss the current state of insurance distribution in Canada and summarize his view on how market dynamicshave impacted M&A activity including; M&A transaction volume; pricing of brokerages and books of business; thechanging role of insurance companies in M&A and what can we expect in the future.

2:45 PM - 3:00 PM Coffee Break @ Stanley Park Foyer

3:00 PM - 3:45 PM Technology and Finance … a conversation with Steve Moseley, Product Manager,Unit 4 A global player in enterprise applications, Unit 4 provides emerging technologies impacting the finance function.Steve tell us how to unclutter the ‘noise’ from the sales pitches and make sense of it all.

3:45 PM - 4:30 PM Guy Carpenter talks Fort McMurray with Sean Russell, Managing Director, Guy Carpenter Sean discusses the largest catastrophic event in Canadian history. How did this happen, what did the insurers learn and how can we prevent?

The Future is Now!

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TUESDAY, SEPTEMBER 13, 2016

8:30 AM - 10:00 AM The Leaders Panel ... we’ve got a full agenda .. from catastrophic events, to “disruptors,” to product innovation and industry consolidation, we’ll gain insights from these leaders. Panelists are Joseph El-Sayegh,President and CEO, SCOR Reinsurance Canada, Geoff Lubert, EVP and Managing Director, Willis Re Canada,and Matthew Wubs, Co-CEO, Westland Insurance. Neil Parkinson, KPMG, will moderate.

10:00 AM - 10:15 AM Coffee Break @ Stanley Park Foyer

10:15 AM - 11:00 AM Insurance disrupted: Operating in a connected world ... with Deloitte’s Ratan Ralliaram, Partner and Daniel Shum, National Insurance Leader. The digital revolution is felt to be a threatby many with innovative new entrants, crowdsourcing in insurance and the myriad comparison websites. Ratan and Danielwill focus on applications of digital technology with the greatest potential to disrupt insurance and the finance function,including; pricing, claims and more.

11:00 AM - 12:00 PM Annual Tax Update by KPMG LLP .... Led by Rob Davis, Partner, Terri Fotheringham, Tax Senior Manager, and Yakoob Vayani, Senior Manager, KPMG LLP The agenda is a fullone– Income tax, Indirect tax and transfer pricing. The KPMG team wil drill down on budget highlights, legislative changesas well as impending changes to IFRS, as well as some transfer pricing issues for P&C insurers.

WEDNESDAY, SEPTEMBER 14, 2016

8:30 AM - 10:00 AM The CFO Panel ... Cut costs, grow revenue and ensure compliance. Pretty easy, right? Hear itfrom CFOs who juggle this every day ... Panelists are Joanne Challen, CFO, Family Insurance; Gary Timlick, CFO,Wawanesa; and Jim Abernethy, CFO, Marsh Canada. Akif Siddiqui, Partner, PwC, will moderate.

10:00 AM - 10:15 AM Coffee Break @ Stanley Park Foyer

10:15 AM - 11:45 AM Leading the Shift: Activating the Resilient Mindset with Ryan WalterDrawing on his 17 seasons playing and coaching in the NHL, Ryan will reveal his Thinking Tendencies Model to help usbetter understand the five mindsets that we drift or shift into. Ryan's session will focus on identifying and strengtheningour personal/team MINDSET to increase resilience and sustain the above-the-line energy that gives each of us our personal and cultural WIN!

The Future is Now!

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Our social program is simply spectacular ...

The Westin has long been a Vancouver institution ... in fact, famed recluseHoward Hughes called the hotel ‘home’ for six months in 1972. Ouropening night is a great mix of food and fun. Create your own dinner withentree choice of fresh Pacific salmon, steak or ravioli. Afterwards enjoy‘Urban Deception’ – a cool mashup of urban style street magic, comedictiming and slick stage presence. We’ll be entertained by sleight of hand,mind reading, and the power of suggestion. Expect to participate.

The night starts with an elegant cocktail reception, followed by a specialmenu highlighting the best of the Okanagan. Entertainment is a theatregroup – Theatresports – giving us some totally fun, off the wall, impro-vised mayhem.

As per our tradition, we’ll fundraise for a local charity – Zajac Ranch – acamp for kids with chronic, and/or debilitating conditions. Kids get theopportunity to explore the outdoors and beauty of BC.

PS. the CIAA dress code is business casual.

Rendezvous at the Westin Sunday, Sept. 11, 2016

Vancouver by moonlight Monday, Sept. 12, 2016

Closing Gala 2016 Tuesday, Sept. 13, 2016

To best enjoy Vancouver’s stunning skyline, we’ve chartered aluxury yacht for our reception, dinner and leisurely cruise.Moored at the prestigious Westin Bayshore Marina, the PacificYacht has three distinct levels spanning 110’. Each level hascustom finished accents, a state-of-the-art Bose sound systemand 360 degree unobstructed views. Reception sponsored byour friends – the Farm Mutuals. After an inspired menu, relaxon the deck and take in one of the world’s most beautifulcities.

Cocktails in the Stanley Park foyer @ 6:00 pmDinner @ 7:00 pm Cypress Room (Westin)

Pick up from lobby @ 5:30 pm; Boat departs @ 6:00 pmDinner onboard; returns to pier @ 9:00 pm

Cocktails in the Stanley Park foyer @ 6:00 pmDinner @ 7:00 pm Stanley Park Ballroom (Westin)

NORTHERN EXPOSURE - THE NORTH SHORE

We go from sea level to 4,100’ above Vancouver – GrouseMountain. Leaving the city centre, we cross the Lions GateBridge connecting the downtown core with the alpine and seaside villages of the North Shore.

We’ll board North America’s largest aerial tramway ascendingto the spectacular summit of Grouse Mountain. Sit on the openair deck and take in the views of the surrounding mountains andcity vistas below or walk to the grizzly bear habitat for a closeup encounter with our two resident grizzly bears. Grouse is onthe ‘must see’ list for every visitor.

VANCOUVER DISCOVERY TOUR

We’ll enjoy some time exploring Vancouver’s supernaturalbeauty on this city tour. Hitting the highlights such as StanleyPark, a 1000-acre peninsula of old growth rainforest in theheart of the city; Canada’s largest Chinatown; the historicGastown area; and Granville Island. Your knowledgeableguide will share the history, stories, sights and sounds ofthe city set amidst an abundance of natural scenery. A memorable afternoon ... walking shoes for sure!

Meet in Westin lobby at 12:15 PM for all activities. We’ll have you back by 4:30 pm.

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Your Tuesday afternoon awaits ...

Did you know? Grouse Mountain was named by the first recorded hikers to reach the summit in October 1894. This hardy group of hikers slogged through snow, scrambled over rock and upthrough the dense forest. Along the way, they hunted a Blue Grouse and honoured the plentifulgame bird by calling the Peak ‘Grouse Mountain.’

The CIAA thanks our Premier Plus Partners for their generous support. These firms have stepped up and made a commitment to the CIAA allowing

us to focus on delivering quality professional development to our members ...

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Annual Financial Reporting Updatepresented by KPMG LLP

Register on-line at www.ciaa.org

Member Seminar: $125.00 (includes $14.38 HST) Non-Member $160.00 (includes $18.41 HST)

HST Registration No. 127109239 RT0001

Ivey Tangerine Leadership Centre130 King St. West (ground floor)Toronto, ON M5X 1K6

Continental breakfast @ 8:00 a.m.Seminar: 8:30 a.m. - 11:30 a.m.

Members may register up to 10 guests. Payment via credit card (VISA or MasterCard) or cheque.

Wednesday October 19, 2016

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Richard Bishop is a widely-respected international expert in Intelligent Transportation Systems (ITS), specializing in theareas of intelligent/connected /automated vehicles for bothlight and heavy vehicles. His clients count on him in two keystrategic areas: a) to understand the complex system, architectural, technical, and societal forces in play in both thepublic and private sectors to enable them to make better research investments, and b) to know the right people in theright places to cultivate highly effective partnerships.

He has consulted and provided analysis to eight major car companies, including BMW, Daimler, Honda, Toyota, Nissan and Mack Trucks.

Richard is a frequent presenter in the U.S., Asia and Europe. A graduate of Auburn Universityand Johns Hopkins, he has appeared in the Wall Street Journal, New York Times and Wired Magazine.

Meet our opening keynote ... Richard Bishop,international expert on driverless technology

Our closing speaker ... Ryan Walter

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Ryan Walter played and coached more than 1,100 games over 17 seasons in the NHL. He was an NHL captain, won a Stanley Cup with the Montreal Canadiens, and finished his playing career with his hometown Vancouver Canucks.

Ryan won a Gold Medal as Head Coach ofCanada’s National Women's Hockey Team, hasbeen the founding partner in two start-up companies, a TV hockey analyst, actor, electronicgame creator, and the President of a professionalhockey team.

He holds an MA, has authored five books, is a Director of the Hockey Canada Foundation andPartners International Canada, a member of theSeton Hall University School of Business Leader-ship Advisory Council, and the recipient of the TEC Canada 2015 Speaker of the Year Award.

Speakers’ bios

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John is the CEO of ClearPay, a company dedicated to simplifying payments and reconciliation in the P&C industry.Prior to co-founding ClearPay, John spent 17 years in the financial services sector in a wide variety of roles from commercial account management, acquisition financings, tocommercial banking. He also managed the banking programfor P&C insurance brokers at Bank of Montreal and workedextensively with brokerages and insurance companies on acquisitions and successions of brokerages.

John has enjoyed helping brokerages grow and carriers expand their relationships with brokerages over the years.

A Queen’s University grad, John also holds an MBA fromDalhousie University.

John Knotek CEOClearPay

Gladys is a senior manager with PricewaterhouseCoopers LLPin the Audit and Assurance Practice. She has a broad rangeof experience providing audit and assurance related engage-ments to the financial services industry.

Gladys specializes in the insurance sector and has worked in all areas of Life, Health and P&C insurance companies. She takes an active role in PwC’s IFRS strategy for the financialservices practice. She is currently assisting companies in implementing the new IFRS 9 standard.

Gladys YeoSenior ManagerPricewaterhouseCoopers LLP

Speakers’ bios

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Dayna is a senior manager in the Assurance Group at PwCin Vancouver and holds a CPA designation. She has over15 years of experience in the financial services industry.

Dayna joined PwC Vancouver in 2001 and transferred tothe Cayman Islands in 2004. There she specialized in insurance and asset management. In 2010 she relocated toPwC Vancouver and joined the Financial Services Group.

Throughout her career, she has developed significant expert-ise in the P&C sector. In addition to working with some ofCanada’s top insurers, she has also worked with variousstructures, including captive insurers, segregated portfoliocompanies (SPCs) and special purpose vehicles (SPVs).

Dayna Hui Senior Manager, AssurancePwC LLP

Dave has over 25 years of experience with financial servicescompanies in Canada and the U.S. He has held progressivelysenior roles in operations, investment management, finance andproduct development. 

Prior to Pavilion, he was with Assante and handled various responsibilities, including corporate controller, management offund operations and the oversight of a strategic initiatives groupresponsible for external relationships with investment managersand service providers.  He also was part of the team exploringstrategic opportunities such as expansion into new markets andcorporate efficiencies. 

Dave is a CFA, a CPA and CFP professional. He is also a member of Pavilion’s Investment Policy Committee.

Dave Holt Managing Director, Implemented SolutionsPavilion Advisory Group Ltd.

Speakers’ bios

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Yusuke joined Pavilion in 1999 and has been a Senior Consultant since 2008. He works with institutional investorssuch as pension plans, foundations and financial institutionsin the planning, implementation and monitoring of their investment strategies. He specializes in the analysis of assetallocation options, the structuring of portfolios, and in thesearch and selection of investment management firms. He has held a number of roles within Pavilion and also ledthe firm’s manager monitoring practice. In addition, he hasmet and evaluated hundreds of portfolio managers aroundthe world on behalf of clients over the past 15 years.

Prior to joining Pavilion, he was with Arthur Andersen. He is a CFA, holds the FRM designations and is a memberof the CFA Institute and the Global Association of Risk Professionals. A graduate of McGill University, he is also amember of Pavilion’s Investment Policy Committee.

Yusuke Khan Senior Consultant & Investment StrategistPavilion Advisory Group Ltd.

Mike is a partner at Smythe LLP and is the leader of the firm’sAdvisory practice. Mike specializes in the Canadian propertyand casualty insurance industry, and is recognized nationallyas a leading advisor on the financial issues related to the distribution of insurance products. Areas of practice include:expert opinion reports, business valuations, corporate financeand M&A representation.

In addition, Mike is a regular speaker at industry events, contributes to various insurance industry publications and publishes the Canadian P&C Industry Benchmark Report.

He holds a CPA designation, as well as CBV.

Mike BerrisPartner, Smythe LLP

Speakers’ bios

Steve has been with Unit4 since 1997, apart from a threeyear stint working for a Unit4 customer in the financial servicesindustry.

Steve has held various positions at Unit4 – Principal Consult-ant, Technical Team Lead, Pre-Sales Consultant and now,Product manager – North America.

He has worked closely with many of the insurance customersof Unit4 - on both the implementation and sales cycles. His specialty areas are Technical, Analytics and Financialapplications.

Steve MoseleyProduct Manager – FinancialsNorth AmericaUnit4

Sean joined Guy Carpenter in 2007 and is working as thelead reinsurance broker for some of Canada’s major insurers.He places a variety of complex reinsurance programs, includingthose covering auto/casualty, personal and large commercialproperty, catastrophe and professional lines. He providesstrategic advice on natural catastrophe exposures and evaluatingstrategic M&As, with a focus on identifying reinsurance and financial synergies. He is a managing director and a memberof the Canadian management team.

Previously Sean worked at Swiss Re, where he oversaw underwriting activities in Canada and the Caribbean. His career includes working for SCOR Reinsurance and The Guardian Insurance Company as an actuary.

Sean holds a graduate of the University of Waterloo. He is aFellow of the Casualty Actuarial Society and a Fellow of theCanadian Institute of Actuaries.

Sean Russell Managing DirectorGuy Carpenter Canada

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Speakers’ bios

Geoff is responsible for Willis Re Canada Inc. Based inToronto, Willis Re handles all lines of business includingProperty – Excess and Proportional, Catastrophe, Energy,Surety, Agriculture, Warranty, Casualty and Automobile.Geoff joined Willis Re in 2014 and has initiated significantinvestment in the region.

Previously, Geoff was with Guy Carpenter. During his 13 years,he was responsible for business development, account man-agement duties and developing broking talent for the region.

Geoff is a graduate from York University's Schulich School ofBusiness and holds an MBA from the Richard Ivey School ofBusiness at Western. He has completed the international riskanalyst exchange program. Geoff has completed workassignments in New York and has earned his designation ofAssociate in Reinsurance.

Geoff Lubert Executive Vice President &Managing Director Willis Re Canada Inc.

Joseph is the President and CEO, SCOR Canada ReinsuranceCompany. He joined SCOR Canada in 2000. His prior responsibilities at SCOR include P&C Chief Underwriting Officer for Canada, underwriting manager for the Québecmarket and Risk Manager for SCOR Canada.

Prior to joining SCOR, he was Branch Manager for PropertyFacultative in the Middle-East for Gen Re; and Underwriterand Loss Prevention engineer for FM Global in Montréal.

Joseph holds a Bachelor of Engineering from École Polytechnique de Montréal, in addition to being a CanadianRisk Manager (CRM) and Chartered Insurance Professional(CIP).

Joseph El-SayeghPresident and CEO SCOR Canada ReinsuranceCompany

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Speakers’ bios

Matt has been with Westland Insurance Group Ltd. since1997. He was instrumental in forming Westland InsuranceCompany Limited, a provincially-licensed property and casu-alty insurer and subsidiary of Westland Insurance Group Ltd.

His primary duties are Finance, Administration, Risk Manage-ment and Acquisitions for the company.

Matt holds a BA from the University of British Columbia andobtained his CPA while working at Deloitte in Vancouver.

Matt Wubs Co-CEOWestland Insurance Group

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Ratan is a partner with Deloitte in Toronto and a leaderof the National Financial Services Industry Group. He hasover 20 years of experience providing assurance and advisoryservices to the financial services sector, including both globaland Canadian P&C insurers, reinsurers and insurance brokers.Ratan has also been involved in advisory services relating tosystem conversions and implementation of innovative tools,enterprise risk management and compliance with increasingregulatory requirements.

Ratan is an advisory committee member of insurance organizations such as the CIFF, CLHIA, IBC. He is a frequentspeaker on financial reporting, regulatory and technologyrisk matters.

Ratan Ralliaram PartnerDeloitte LLP

Speakers’ bios

Rob is a Partner and leads KPMG’s Transfer Pricing Practicein Toronto. 

He brings over 26 years of diverse tax and finance experi-ence to his transfer pricing projects. He spent 20 of theyears in KPMG’s tax practice where he gained extensive experience in international structuring for global expansions.Rob also has experience in transfer pricing in the financialservices sector, including assisting clients in defending thearm’s length nature of reinsurance and ceding transactionswith offshore affiliates and captives.

Rob’s career in consulting and industry gives him a uniqueperspective and understanding of his clients’ practical requirements.

Rob DavisPartner KPMG LLP

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Daniel is the National Insurance Leader for Deloitte Canadawith significant experience working in the financial servicessector and insurance industry, both in Canada and the U.S.

He focuses on systems strategy and implementation and his recent relevant experience includes advising the insurance industry on large scale business transformation and trends ininnovation. He has advised and led the selection of multiplenew insurance ‘back office’ platforms and has successfullyimplemented and delivered their end solutions.

Daniel ShumNational Insurance LeaderDeloitte LLP

Yakoob has vast experience managing successful indirect taxadvisory, compliance, recovery, and risk management engagements with a focus on financial services.

He recently worked with several P&C insurers to identify recovery opportunities and potential exposures, as well hasassisted with audits and audit disputes. Yakoob’s aptitude inan electronic environment together with his auditing and accounting background have made him a key KPMG member.

He has led fieldwork teams in conducting reviews using manyERP and claims systems and has consistently leveraged datato deliver value. Yakoob spoke at the 2012 CommodityTax Symposium and delivered the workshop on Special Attribution Method (SAM) and has completed CICA’s In-Depth Course.Yakoob Vayani

Senior Manager Financial ServicesKPMG LLP

Speakers’ bios

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Terri is a Tax Senior Manager in KPMG’s Financial ServicesPractice in Toronto. She has over 11 years of professionalservices experience and more than 20 years in the industry.

Terri provides tax advisory and compliance services tobanking and insurance financial institutions. She has beeninvolved in auditing the tax provision of a major CanadianBank, as well as non-resident bank branches.

Lean Six Sigma certified, Terri provides assistance on beneficial tax structures and filing positions for trusts. Terri is an active participant in the industry, and a speakeron various tax topics.

A strong supporter of the CIAA, Terri has served on theBoard and acted as conference director in 2009.Terri Fotheringham

Tax Senior ManagerKPMG LLP

Speakers’ bios

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Jim joined Marsh & McLennan Limited in 1986. He was ap-pointed CFO and Managing Director in 2000.

In 2004, he was appointed EVP, assuming responsibilities forIT, marketing & communications, as well as providing leader-ship for strategic planning and execution strategies. In 2005,he was appointed COO, with corporate compliance duties. In 2012, Jim reassumed the role of CFO.

He has served as Director for the Toronto Board of Trade, andis a member of the Board’s Trade Finance Committee and theConference Board of Canada National Council of FinancialExecutives. He currently Chairs the Toronto Board of Trade’sAudit Committee. Jim has served as Past President, and Con-ference Director of the CIAA, as well as Past Tax Chair for theInsurance Brokers Association of Canada.

Jim is a grad of Western’s Ivey School of Business and is aCPA.

Jim AbernethyEVP and CFOMarsh Canada

Joanne has been with Family Insurance Solutions Inc. since2005. Starting out as Financial Controller, she was promotedto CFO in 2013. During this time the company has grown160%.

She oversees the finance function, as well as administration, business continuity planning and risk management.

Prior to joining Family, Joanne was a client director in the auditand assurance group of Deloitte Touche Tohmatsu where sheworked in Canada, South Africa and Australia, and specializedin International Financial Reporting Standards.

Joanne holds two degrees from the University of Ottawa, including a Bachelor of Commerce, and a CPA designation.

Joanne Challen CFO Family Insurance Solutions Inc.

Speakers’ bios

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Gary joined The Wawanesa Mutual Insurance Companyin 2008 as CFO. His career has spanned 35 years andincludes 11 years in public practice with Deloitte.

In 1992, Gary was honoured with the CommemorativeMedal for the 125th Anniversary of the Confederation ofCanada and in 2010 was the recipient of the Deloitte Winnipeg Alumni Award for Community and Social Eminence.In 2014, Gary was awarded the Fellow designation by theInstitute of Chartered Accountants of Manitoba.

Gary is a member of various Boards, including the FinancialAffairs Committee of the IBC, the Asper School of Businessat the University of Manitoba, the Royal Aviation Museumof Western Canada, and member of the Investment Committeeof the City of Winnipeg Civic Employees’ Benefits Programand a Director and Chair of the Audit Committee of theManitoba Liquor and Lotteries Corporation.

Gary Timlick SVP and CFOThe Wawanesa Mutual Insurance Company

Meet the Zajac Ranch for Children.They offer summer camps for kidsand young adults with chronic, life-threatening and/or debilitating conditions. The CIAA is proud tofundraise for this innovative charity.Learn more at zajacranch.com

Meet your CIAA 2016 charity

Neil is a consultant to KPMG, after serving as a partner from 1988to 2016. He is deputy chair of KPMG’s Global Insurance ContractsTechnical Topics Team and a member of the Canadian AccountingStandards Board’s Insurance Accounting Task Force, and servedas the chair of the Insurance Auditors Advisory Committee for theSuperintendent of Financial Institutions Canada from 2009 to2016. Neil has chaired and co-chaired CICA task forces on auditmatters related to actuaries, and served as accounting adviser tothe Canadian Institute of Actuaries task force on reinsurance.

He has also led KPMG’s initiatives to help Canadian insurers respond to regulatory and best practice expectations. Neil is a frequent speaker and writer on insurance.

Neil holds an ICD.D from the Institute of Corporate Directors andis a graduate of the University of Waterloo. Neil Parkinson

Insurance PracticeKPMG LLP

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Akif brings global experience from stints in Pakistan, UnitedArab Emirates and Canada, specializing in P&C insurers.

He has a strong understanding of insurance products and theiraccounting treatment under IFRS. Along with managing audits,Akif has reviewed accounting systems designed specifically forinsurance products, assessing the risks, considering related designand operation of the internal controls and recording of thesetransactions to comply with accounting standards. Akif is involvedin industry associations and has spoken at CIAA and LOMAevents.

He is also experienced in Shariah-compliant financial servicesproducts, including Takaful (Insurance) companies.

Akif is a director and Treasurer of Altruvest, a charitable organization which works to expand the talent pool and enhance the governance skills of charitable sector boards.

Akif SiddiquiPartnerPricewaterhouseCoopers

Moderators’ bios

Thanks to our gold sponsors!

These Farm Mutuals have come together as a gold sponsor ...

Ayr Farmers MutualBay of Quinte Mutual

Cayuga MutualCommonwell Mutual

Dufferin MutualFarm Mutual Reinsurance

Plan Inc.Germania MutualGrenville MutualHalwell Mutual

Hamilton Township MutualHay Mutual

Howick MutualKings Mutual

Lambton MutualMcKillop Mutual

Mennonite Mutual (AB)Middlesex Mutual

North Blenheim MutualNorth Kent Mutual

Ontario Mutual InsuranceAssociation

P.E.I. MutualPeel Mutual

South Easthope Mutual Town & Country Mutual

Trillium MutualWest Wawanosh Mutual

Westminster Mutual

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Thanks to our silver sponsor!

Thanks to our bronze sponsors!

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The Algonquin ResortSt. Andrew’s by-the-Sea, New Brunswick

September 17 -20, 2017

We’re going to New Brunswick in 2017 ... will you join us?

The 54th Annual CIAA Conference Rick Keeler, Conference Director (for a record-breaking 4th time!)

rkeeler@MROC.COM 416.681.6928

Delegate Name Company Non-DelegateAdrian SergeAkif SiddiquiAlice LumleyAmber DhamiAndrea SchaeferAngela FriesenAnna SeredaAnne CheeAnnette PohleAntonietta MontisanoAshley YankeBalina BawaBrian ClarkBryan LeeCara CameronCassandra RouseCecilia JeganathanChristine CheungChristine DavisChristina Gummerson Christopher MacLeanCollette BeckfordCurtis WyllieDaniel SingerDaniel TworzewskiDave PatersonDave ThomsonDavid ScotlandDeepak GuptaDiane BautistaDoris FooDouglas PeddenDrew ThomsonEarlene HuntleyElaine LeungElena CealaiaEllis ManEmily CreweErdem Erinc

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Marsh Canada LimitedPwC LLPOdyssey Reinsurance CompanyWestland Insurance Group Ltd.Hay Mutual Insurance Company Michael SchaeferPortage Mutual Insurance Company John James FriesenPwC LLPCNA CanadaPwC LLPRSA CanadaPwC LLPRSA CanadaBerkley Insurance Company Lilian ChoPwC LLPThe Kings Mutual Insurance CompanyPwC LLPAxximaTransatlantic Reinsurance CompanySCOR Canada Reinsurance CompanyMiddlesex Mutual Insurance Company Kristi SmithLiberty International Underwriters CanadaEverest Insurance Company of CanadaMillennium Insurance CorporationIntact Financial CorporationKPMG LLPAyr MutualKPMG LLPTrisura Guarantee Insurance Company Dan BirchallEconomical InsuranceCNA CanadaErnst Young LLPPortage Mutual Insurance Co. Cathy PeddenAlberta Lawyers Insurance ExchangeCAA South CentralFM GlobalAxximaAIG CanadaArch InsurancePwC LLP

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Delegate Name Company Non-DelegateEvelyn PengGeoff ShieldsGlenn TaylorGloria ThomasGordon HornsveldIan BrittainIan DrysdaleJamal SiddiquiJanene Seller-WellsJanet AnnableJanice DeThomasisJason ChristophersonJason HannahJason ManciniJason SwalesJatinder BassiJeff BhamraJennifer AshtonJennifer SpicerJennifer WoloschukJessica CheongJim AbernethyJim DeJeuJoe DoonieJohn KazekJohn KnotekJohn MartinJon SoltysJonathan SnymanJossie MonteiroKaty PoonKelsy ProppKia PourghasemiKristine AmbersonLilien OcchiuzziLindsey RobinsonLIsa DeguchiLisa PalmerLisa White

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Economical InsuranceStrategic Resource ConsultantsRBC InsuranceOntario Municipal Insurance ExchangeMcKellar Structured Settlements Inc. Glenda HornsveldDeloitte LLPEverest Insurance Company of CanadaRBC Investor Treasury ServicesHay Mutual Insurance Company Steve WellsWestland Insurance Group Ltd.Tradition Mutual Insurance CompanyThe Mutual Fire Insurance Company of British ColumbiaPortage Mutual Kristine HannahRSA Canada Paola ManciniPwC LLPCayuga Mutual Insurance Co. Preet BassiPortage Mutual Insurance Co.FCTThe Kings Mutual Insurance CompanySaskatchewan Mutual Insurance James WoloschukMunich Reinsurance Company of CanadaMarsh Canada LimitedLambton Mutual Ins. Co. Nancy DeJeuStrategic Resource Consultants Anna DoonieOdyssey Reinsurance CompanyClearPayFIRST Insurance Funding of CanadaHowick Mutual Insurance Company Erin SoltysPwC LLPEchelon InsuranceThe Boiler Inspection and Insurance Co of CanadaAAMDCKPMG LLPWestern Surety Company Shayne AmbersonAviva CanadaTrillium Mutual Insurance CompanyWestland Insurance Group Ltd.The Mutual Fire Insurance Company of BCDufferin Mutual Insurance Murray White

Delegate Name Company Non-DelegateMark WatsonMichele CheungNik AssanandPamela JornacionPatricia ChuramanPatrick EspeutPatti RistichPatti WelshPeggy StevensonRaymond GagneRebecca AbegoniaRick KeelerRobert BrownRobert DavisRobert NielsonRobin MandelRocky BhatiaRon BuchananRon WilsonRose FioreRossi JamiesonSamantha FernandesSharon DittmerShelley WillickStacey GreenbaumSteve Li Chee MingSusan WolfeSydney RichardsonTeresa MartinTerri FotheringhamTerrye CalnanTesfaye FekadeTraci RadfordUmair SuriaVic SanghaVivienne StoehrWaleed Sharif

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Arch Reinsurance Company, Canadian BranchAIG Insurance Company of CanadaKPMG LLPEverest ReFactory Mutual Insurance CompanyEchelon InsuranceR2 communications incBay of Quinte Mutual InsuranceMennonite Mutual Insurance C0. (Alberta) Ltd.Wawanesa InsuranceChubb Insurance Company of CanadaMunich Reinsurance Company of CanadaFarm Mutual Reinsurance Plan Inc Tracy BrownKPMG LLPThe Commonwell Eileen NielsonDeloitte LLPEconomical InsuranceWest Elgin Mutual InsuranceTrillium Mutual Insurance Company Debbie WilsonRBC Royal BankHealthcare Insurance Reciprocal of CanadaPwC LLPOntario Mutual Insurance Association Lloyd DittmerSaskatchewan Mutual Insurance Company Barry WillickDeloitte LLPCaisse Centrale De Reassurance (CCR)AAMDC Alexandria WolfePwC LLPNorth Blenheim Mutual Insurance Company Peggy EgglestonKPMG LLPHTM InsuranceMSA Research IncWest Wawanosh Mutual Insurance Company Robert RadfordKanetix Ltd.Stewart TitleGore Mutual Insurance CompanyPwC LLP

How many conferences have you attended?

2015 San Francisco, CA Rick Keeler Munich Re2014 Collingwood, ON Glenn Taylor RBC Insurance2013 Montreal, QC Lilien Occhiuzzi Aviva Canada2012 Lake Louise, AB Adrian Serge Marsh Canada Limited2011 San Diego, CA Rick Keeler Munich Re2010 Gatineau, Quebec Jean-Guy Leclerc JEVCO Insurance 2009 St.John’s, NFLD Terri Martin Deloitte LLP2008 Whistler, BC Sandra Taylor OSBIE2007 Scottsdale, Arizona Annette Pohle PwC LLP2006 Quebec City Geoff Shields Chubb Insurance Company of Canada2005 Banff Rick Keeler Munich Re2004 Halifax Glenn Taylor Allstate Canada Group2003 Winnipeg Colleen Sexsmith CAS Accounting for Insurance Inc.2002 Calgary Dave Thomson KPMG LLP2001 Montreal Colleen Sexsmith CAS Accounting for Insurance Inc.2000 Victoria Jim Abernethy Marsh Canada Limited1999 Charlottetown Brian McAskill Marsh Canada Limited1998 Huntsville Glenn Taylor Allstate Canada Group1997 Montebello Mo Jansons Royal Bank of Canada1996 St. John’s Brian Divell Aetna Casualty & Surety Co. of Canada1995 Ottawa Marg Walker The Baloise1994 Vancouver Peggy Helliwell Frankona Rückversicherungs- AG1993 Kingston Mohez Remtulla Canadian Reinsurance Co.1992 Niagara Falls Jane Gardner Continental Insurance Group1991 Québec City Brian McAskill Sedgwick Limited1990 St. Adele Guy Legare Compagnie d’Assurances Union Canadienne1989 Kananaskis Stuart Kistruck Pilot Insurance Co.1988 Halifax Peggy Helliwell NZ Re Canada Inc.1987 Montebello Ron Bilyk Motors Insurance Corp.1986 London Alf Schurr Royal Insurance1985 Kitchener Norma Cooper Canadian Reinsurance Co.1984 Sherbrooke Wilfred Callebert Mathema Inc.1983 Ottawa Michael Bayne Gerling Global General Insurance 1982 Moncton Marion Smith Metropolitan Insurance Company1981 Québec City Gilles Clark Le Groupe Commerce1980 Winnipeg Ted Vanden Tillaart Scor Reinsurance Co. of Canada1979 Ottawa David Williams David M. Williams EDP Services1978 Québec City C.E. Couture Le Groupe Commerce1977 London Rui Quintal Sphere Drake Canada Ltd.1976 Gray Rocks Doug Cudmore Dale & Company1975 Niagara Falls R. Morgan Sovereign General1974 Québec City J. Spencer Welby Computer Services Ltd.1973 Ottawa J.C. Martin Royal Insurance Co.1972 L’Esterel K.D. Harding Johnston & Higgins Willis Faber Ltd.1971 Honey Harbour V. Harris Halifax Insurance Co.1970 Québec City H.A. Trickey Prudential Assurance Co. Ltd.1969 Niagara Falls J. Hughes Canadian Reinsurance Co.1968 Kingston F.D. Petrie American International Group1967 Ottawa K.L. Hall Munich Re & Victory1966 Mont Gabriel J. Bingham Royal Insurance Co.1965 Brockville G. Perry Sterling Offices of Canada Ltd.1964 Ottawa F. Di Tomasso Gold Circle Insurance Co.

Year Location Conference director Company

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