Canadian Insurance Accountants Association upcoming events

CIAA Southwestern Ontario Spring 2026 Seminar (7 May 2026)

Thu, 07 May 2026 18:30:00 GMT

CIAA Southwestern Ontario 2026 Seminar

The CIAA Southwestern Ontario Seminar is back! Join us for an afternoon of sessions followed by a networking cocktail reception on Thursday, May 7th, 2026 at OMIA Office in Cambridge, Ontario.

Tickets

Members: $100.00

Non-Member: $140.00

A cancellation fee of $25.00 applies until April 29th, 2026 after which no refunds will be provided. Substitutions will be allowed at no additional charge.

Schedule

2:30 PM to 3:00 PM: Registration

3:00 PM to 3:45 PM: Session #1

4:00 PM to 4:45 PM: Session #2

5:00 PM to 5:45 PM: Session #3

5:45 PM to 7:00 PM: Reception

Session Details

Session #1: Together towards tomorrow: Key trends shaping the future of the insurance industry

This session will highlight the key trends shaping the future of the Canadian insurance industry, including how insurers are responding to advances in AI, evolving regulatory expectations, economic and geopolitical uncertainty, climate pressures, and changing customer expectations. The discussion will focus on what these trends mean for competitiveness, resilience, and growth as insurers plan for the years ahead.

Speaker: Bobby Thompson, Partner, Audit and Office Managing Partner, Waterloo, KPMG

Bobby is a Partner in the Audit Practice of KPMG Canada focused on financial institutions in the insurance sector. Bobby provides assurance and accounting advisory services for clients ranging from listed global conglomerates to private monoline insurers. Clients have included those in life and health, property and casualty, reinsurers, mortgage and specialty lines. He has also served banks and broker dealers. Experience includes IFRS, US GAAP and ASPE reporting frameworks, as well as regulatory reporting frameworks for OSFI (LICAT, MCT, MICAT, BCAR) and IIROC. Bobby serves many clients in Canada and globally on their IFRS 17 implementations – the new insurance accounting standard. He participates with industry working groups, including the Canadian Life and Health Insurance Association, OSFI and Canadian Institute of Actuaries. He has contributed to and authored a number of thought leadership pieces and regularly presents at conferences in Canada.

Session #2: Beyond the Appointed Actuary: Turning Actuarial Insight into Business Advantage

For many insurers—particularly farm mutuals—the actuarial function is primarily accessed through an external Appointed Actuary. In practice, this often means that actuarial work is viewed as a regulatory requirement: annual reports, reserve opinions, and capital testing.

However, this perspective significantly underutilizes the value that actuarial insight can provide.

The same analyses used to support financial reporting and regulatory compliance—such as reserving, capital modeling, and Financial Condition Testing—contain critical information that can directly inform business decisions around growth, underwriting strategy, reinsurance, and profitability.

This session will explore how insurers can move beyond a "check-the-box" view of the Appointed Actuary and instead leverage actuarial work as an ongoing strategic input into the business.

We will cover:

Where actuarial work is most often under-leveraged in organizations that outsource the function

How to extract actionable insights from existing actuarial deliverables without increasing cost or complexity

Practical examples of how actuarial analysis can support decisions on growth, capital management, and risk appetite

What a more strategic relationship with your actuarial advisor looks like in practice

Designed for finance, accounting, and insurance leaders, this session will provide practical, non-technical guidance on how to get more value from your actuarial partners—and use that insight to drive better business outcomes.

Speaker: David Mamane, Partner, P&C Actuarial Services Practice Leader, Insurance Industry Senior Analyst, RSM Canada

David Mamane is a Partner in RSM Canada's Financial Consulting practice and leads the firm's Property & Casualty Actuarial Services offering. He works closely with Canadian insurers—particularly small to mid-sized and mutual companies—to support Appointed Actuary mandates while helping organizations extract greater strategic value from their actuarial work.

David's experience spans reserving, capital modeling, and pricing, with a strong focus on translating actuarial analysis into practical business decisions. He regularly advises executive teams and Boards on capital management, growth strategy, and risk appetite, and is known for helping organizations move beyond compliance-driven actuarial processes toward more proactive, insight-driven decision-making.

He currently serves as Chair of the Property & Casualty Financial Reporting Committee of the Canadian Institute of Actuaries and is a Fellow of the Canadian Institute of Actuaries, and the Casualty Actuarial Society.

Session #3: Making Sense of the Numbers: Turning Data Into Actionable Financial Insight

This session explores how insurers can move beyond simply reporting results to truly understanding the story their data is telling. We will walk through practical approaches for gathering company and industry insights that support decision making. Topics include identifying signals vs. noise with IFRS 17, uncovering emerging trends, and using comparative analytics to strengthen strategic planning. Attendees will leave with a clearer sense of how to extract meaningful intelligence from the data they already have and how to communicate that insight effectively within their organizations.

Speaker: Nevina Kishun, Chief Executive Officer, MSA Research

Nevina Kishun is the CEO of MSA Research, Canada’s leading provider of independent financial analysis and industry intelligence for the insurance sector. She brings a distinctive mix of healthcare, retail, and insurance experience, with a strong track record in strategy and business transformation.

Before joining MSA, Nevina served as Vice President of Strategy, Compliance, and Sustainability at Valani Global, where she helped drive the acquisitions of MSA Research and JSCP, expanding Valani’s presence in actuarial consulting and financial analytics.

She holds an Executive MBA from Cornell and Queen’s University, a Doctor of Pharmacy from the University of Florida, and degrees from the University of Saskatchewan and the University of Guelph. Nevina also serves on the boards of Hospice Toronto and Lauremont School, underscoring her commitment to community leadership.

Contact

Feel free to email events@ciaa.org should you have any questions or concerns.

CIAA 2026 Advanced Course (10 May 2026)

Sun, 10 May 2026 04:00:00 GMT

WE'RE BACK!

Join industry experts, along with guest speakers, in this 5 day-long intensive program May 10-14, 2026. This course attracts professionals from across Canada and typically has a waiting list. It offers an ambitious business program that covers it all, from strategic planning, to product pricing and underwriting, to investment management and sales and distribution. A variety of proven instruction methods, presentations by industry experts, to interactive sessions and group activities, including a computer simulation model – keep you engaged and challenged.

Held every two years, this year will be held at the Hilton Meadowvale Hotel in Mississauga, Ontario. This course hones your skills and increases your proficiency in financial management. It’s designed to help you understand where the industry is going, the challenges it faces and how you can prepare. A certificate is awarded upon successful completion of the course.

If you are a CPA, this course may qualify for your professional development credits. Please contact your association for information.

Dates
From: Sunday, May 10th - program begins at 4:00pm
To: Thursday, May 14th - program ends ~5:00pm

Venue

Hilton Meadowvale
6750 Mississauga Rd, Mississauga, ON L5N 2L3

Registration Fee

Early Bird - Extended until March 29, 2026!

$3600 (Plus HST)*

Regular Rate until May 8, 2026

$3800 (Plus HST)*

* Registration fee includes accommodations for 4 nights, course materials, meals, and refreshments.

Cancellation Policy

A cancellation fee of $300.00 applies until March 13, 2026. Between March 14 - May 1, 2026, a cancellation fee of $1500.00 will be charged. Following May 1, 2026 there will be no refunds issued. Substitutions will be allowed at no additional charge.

For questions, please contact the CIAA Office:

(416) 840-5662 or events@ciaa.org

2026 CIAA May Seminar: IFRS 18 and Industry Update (25 May 2026)

Mon, 25 May 2026 12:30:00 GMT

CIAA May Seminar 2026

The CIAA May Seminar is here! Join us on Monday, May 25th, 2026 at Vantage Venues in Toronto, ON, to hear industry updates and trends presented by speakers from Deloitte and BMO.

Tickets:

Members: $160.00

Non-Members: $215.00

Agenda:

8:30 am - 9:00 am: Breakfast
9:00 am - 10:15 am: Session by Deloitte
Break – 15 min
10:30 am - 11:45 am: Industry Update by BMO

Session by Deloitte

Session Title: IFRS 18: Rethinking the Income Statement and Performance Reporting

Session Description: This session will provide an overview of IFRS 18, the new standard on presentation and disclosure in financial statements, and its implications for insurers. Attendees will gain insight into the new income statement structure, defined subtotals, and enhanced disclosures, with a focus on key considerations for insurance entities as they prepare for adoption.

Speaker Name: Natalie Hu, IFRS 18 Subject Matter Expert, Deloitte

Natalie Hu is a Senior Manager in Deloitte’s Financial Services practice and a subject matter expert on IFRS 18. She works closely with financial services clients on complex accounting and financial reporting matters, and brings practical insight into how the new IFRS standards will impact financial and performance reporting, and stakeholder communications.

Session by BMO

Session Title: Economic Update

This is a critical juncture for the economy, with many sectors still grappling with the oil price spike and U.S. tariffs, while inflation remains somewhat sticky. In addition, Ottawa is attempting to rapidly reorient the economy by strengthening internal trade, finding new markets, and spending much more heavily on defence and infrastructure. Meantime, the U.S. economy has remained surprisingly resilient, and financial markets have been strong. What does this mean for the Canadian dollar, housing, and domestic markets and prices? Douglas Porter, Chief Economist of BMO Financial Group, will address these and other issues in his outlook.

Speaker Name: Douglas Porter, Chief Economist of BMO Financial Group

Douglas Porter brings more than three decades of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group and author of the popular Talking Points, he oversees the Bank’s macroeconomic and financial market forecasts and co-writes the firm’s weekly flagship publication, Focus. Mr. Porter heads a top-performing economics team that has won numerous forecasting awards, including the #1 ranking for Top U.S. Forecaster among 60 global firms in the 2023 Focus Economics Survey, and #1 for Top Canadian Inflation Forecaster among 28 firms. The team has also taken the #1 spot in the StarMine Awards for Most Accurate Forecasters for Canada.

As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television.

Douglas’ career began at the Bank of Canada; then, before joining BMO, he held the positions of Economist and Country Risk Analyst with other Canadian financial institutions.

He has been a member of C.D. Howe’s Monetary Policy Council since 2008 and serves on the Investment Management Committees of the Bank of Montreal’s Canada Pension Plan and Western’s Endowment Fund.

Douglas Porter, CFA, earned a Master’s degree in Economics from the University of Western Ontario.

Cancellation Policy

A cancellation fee of $25.00 applies until May 11, 2026, after which no refunds will be provided. Substitutions will be allowed at no additional charge.

Contact

If you have any questions, feel free to email events@ciaa.org.

CIAA Virtual Fundamentals of Insurance Accounting Course 2026 (4 Jun 2026)

Thu, 04 Jun 2026 15:00:00 GMT

CIAA Virtual Fundamentals of Insurance Accounting

This workshop provides a comprehensive study in the application and theory of insurance accounting.

The Fundamentals of Insurance Accounting Course is our marque learning and development program that attracts insurance finance professionals from all over Canada. This course provides our attendees with a look at every facet of the insurance business industry and how each function works together. You'll be challenged by experienced instructors and peers throughout the course. The program outline demonstrates our commitment to providing superior L&D opportunity to both our members and our industry as a whole. This course is a valuable investment for both you and your company. - Patrick Espeut, Former President, CIAA

CIAA 2026 Fundamentals of Insurance Accounting Schedule

June 4^th	11AM - 4PM ET	Introduction and Premiums, Instructor Session
June 8^th	12PM - 4PM ET	Premiums: Tutoring Sessions (Small Groups)
June 10^th	12PM - 2PM ET	Premiums Assignment
June 11^th	12PM - 4PM ET	Claims, Instructor Session
June 15^th	12PM - 4PM ET	Claims: Tutoring Sessions (Small Groups)
June 17^th	12PM - 2PM ET	Claims Assignment
June 18^th	12PM - 4PM ET	Annual Return, Instructor Session
June 22^nd	12PM - 4PM ET	Annual Return: Tutoring Sessions (Small Groups)
June 24^th	12PM - 3PM ET	Annual Return Assignment

June 25^th

12PM - 1:15 PM ET

IFRS17 and 18 Presented by Monica Kwok from EY (Free Access Bonus Day)

INDIVIDUAL REGISTRATION

Early Bird Rate: $1800.00 plus HST (*Available until May 14, 2026)

Regular Rate: $2100.00 plus HST

GROUP REGISTRATION

Take advantage of the group rate and purchase 5 tickets for the price of 4 tickets:

Group Rate Early Bird (5 tickets): $7200.00 plus HST (*Available until May 14, 2026)

Group Rate Regular (5 tickets): $8400.00 plus HST

COURSE TIMELINE

Registration fee includes:

Industry required course content focused on insurance accounting
Cost of instruction and materials
A two-year complimentary CIAA membership
(promo code to be provided after the course)
Meal Delivery Voucher for the networking social

* Attendees must have access to a laptop computer and strong internet for the duration of the course as materials will be accessible online only.

* All instructions and tutor sessions will be run online. Registered students will receive login instructions and access to pre-read materials in advance.

CANCELLATION POLICY

A cancellation fee of $350.00 applies after June 1, 2026. Substitutions will be allowed at no additional charge.

CONTACT

Please feel free to email events@ciaa.org should you have any questions.

2026 CIAA Annual Conference (13 Sep 2026)

Sun, 13 Sep 2026 04:00:00 GMT

2026 CIAA Annual Conference

The CIAA Annual Conference brings together insurance accountants from across Canada for three days of meaningful professional development, industry dialogue, and genuine connection. Beyond the sessions and panels, it is an opportunity to share ideas, tackle the challenges facing our industry, and reconnect with colleagues old and new. There is truly no other event like it in our field.

Our 2025 conference in Quebec City reminded us just how powerful it is to bring this community together, and we are already looking forward to doing it again. We are excited to announce that registration is now open for the 2026 CIAA Annual Conference, headed east to the bold and beautiful city of St. John's, Newfoundland.

Our 2026 conference theme is "Tides of Transformation," reflecting the waves of change reshaping our industry and the resilience and adaptability of the professionals navigating them.

The event kicks off with a Sunday evening dinner reception and awards celebration, a perennial favourite. On Monday, we launch into day one with an opening keynote from Amanda Lang, award-winning business journalist, Chief Financial Correspondent for CTV News, host of Taking Stock, and bestselling author, followed by our renowned CEO and CFO panels, a Reinsurance panel, M&A discussion, and sessions on Canada's evolving regulatory landscape.

Day two brings a timely session on AI Ethics, a Chief Economist address, and our AGM, before transitioning into an exciting afternoon of social activities and a vibrant evening in the heart of St. John's.

The conference concludes on day three with a Next Generation panel and a Tax Update, back by popular demand, capped off by a closing keynote from Mike Downie, celebrated documentary filmmaker, philanthropist, and co-founder of the Gord Downie & Chanie Wenjack Fund.

Join us in St. John's, Newfoundland from September 13-16, 2026, for a conference that blends dynamic professional programming with unforgettable social experiences, bringing together industry professionals from coast to coast.

We can't wait to welcome you there!

This year, we are offering two options for guest pricing, please ensure to complete a second separate registration with your selected companion ticket if you are bringing a guest.

Social Activities

Sunday Coastal Boat Cruise: For those arriving to the conference early hop aboard Iceberg Quest, Newfoundland's award-winning boat tour, departing late morning from the heart of downtown St. John's. Cruise the rugged Atlantic coastline and take in the breathtaking scenery and some wildlife, for an experience only possible in Newfoundland.

Tuesday Afternoon

Guided Hike to Quidi Vidi Brewery: Lace up your walking shoes for a guided walk through the charming streets and scenic trails of St. John's, ending at the iconic Quidi Vidi Brewery, nestled in the harbour in one of North America's oldest fishing villages. A moderate activity level with some hills, rewarded with a well-earned local craft beer at the finish line.
Bus Tour – Cape Spear and Signal Hill: Sit back and enjoy a guided tour of two of Atlantic Canada's most iconic landmarks. Signal Hill, where Marconi received the first transatlantic wireless signal in 1901, and Cape Spear, the most easterly point in North America. A low-activity, mostly seated outing with short walks at each stop.
Petty Harbour Hands-On Fisheries Education (Social Impact Activity): Visit Fishing For Success in the charming community of Petty Harbour for a hands-on pier-side experience in Newfoundland's storied fishing heritage. Learn about handline cod fishing to traditional rope skills and fish filleting, this is a meaningful way to connect with local culture while supporting an organization dedicated to preserving and advocating for a sustainable, inclusive small-scale fishery.

Venue

Sheraton Hotel Newfoundland 115 Cavendish Square, St. John's, Newfoundland A1C 3K2

Steeped in history and built on the site of the old Fort William at the base of Signal Hill, the Sheraton Hotel Newfoundland blends elegance with the vibrant and colourful atmosphere of one of the oldest cities in North America. Overlooking St. John's Harbour and within walking distance of the city's most beloved landmarks, the hotel offers room options with stunning views of the city or the harbour. Just minutes from boutique shopping and legendary George Street, and easily accessible from the St. John's airport, it is the perfect home base for our time on the Rock.

Book your hotel here

Travel Discounts

Book flights | West Jet

Use the code 1V0F1UZ at checkout!

Book flights | Air Canada

Use the code YBQ7Y9N1 at checkout!

Cancellation Policy

A cancellation fee of $300.00 applies until July 24, 2026, after which a cancellation fee of $900.00 will be charged. No refunds will be offered after August 21, 2026. Substitutions will be allowed at no additional charge.

For questions, please contact the CIAA Office: events@ciaa.org