Events

    • 13 Nov 2019
    • (EST)
    • 13 Nov 2021
    • (EST)
    Register


    CIAA Webinar Recording: Fall Technology Seminar, presented by BDO Canada and Moody's Analytics
    November 13, 2019 - FREE

    • Assurance in taking your IFRS 17 Implementation Beyond Compliance with Advanced Analytics and Enterprise Risk Management.
    • Trends in the market place, current state of implementation globally.
    • 20 Nov 2019
    • (EST)
    • 20 Nov 2021
    • (EST)
    Register
    CIAA Webinar Recording: Southwestern Ontario Fall Seminar
    November 20, 2019 - FREE
    • What do Innovation Labs and Insurtechs in our region mean for Southwestern Ontario Insurers.
    • How insurers can share data without putting their customers privacy at risk.
    • 25 Jun 2020
    • (EDT)
    • 25 Jun 2021
    • (EDT)
    Register


    CIAA Webinar Recording: COVID19 and the New Reality, presented by KPMG
    June 25, 2020

    Free access for 2020-2021 Active Members of CIAA.

    Watch 10-minute demo:

    DEMO: COVID-19 and the New Reality, presented by KPMG from CIAA on Vimeo.

    • 27 Aug 2020
    • (EDT)
    • 27 Aug 2021
    • (EDT)
    Register


    CIAA Webinar Recording: EY NextWave Insights, presented by EY
    August 27, 2020

    This webcast will explore:

    • EY’s perspective on how personal and commercial lines preferences are evolving in Canada and globally
    • What it means to be customer-centric and what is required
    • The evolution in product architecture and IFRS 17 implications
    • Re-positioning the broker experience
    • Evolving the strategic partnership model
    • 30 Sep 2020
    • (EDT)
    • 20 Sep 2021
    • (EDT)
    Register
    CIAA Webinar Recording: The Roaring 20(20)s, presented by Clearwater
    September 30, 2020

    In this webinar, the experts discussed how current conditions shed light on the requirements for accurate, timely, and consistent investment reporting and why that’s mandatory in the new decade, especially in light of unprecedented market volatility.
    The team will also explore current investment trends and growing asset classes across the insurance industry.

    Lastly, in spite of the market rebounding (for now!) the discussion will touch on impairment best practices including what considerations for timing, data, and frequency of analysis.

    • Learn best practices in investment reporting in the 20's
    • Hear trends in asset classes investments
    • Learn impairment analysis during the volatility of 2020

    • 29 Oct 2020
    • (EDT)
    • 29 Oct 2021
    • (EDT)
    Register


    CIAA Webinar Recording: Payments Modernization in Canada, presented by ClearPay
    October 29, 2020

    The payments industry is rapidly changing with the introduction of new technologies and innovation in response to the evolving needs of individuals and businesses. In Canada, a major driver of this change is Payments Canada’s Modernization initiative, which aims to transform the backbone of Canada’s payments ecosystem to unlock the door to data-rich, faster payments offering greater interoperability, choice and convenience. Join us to discuss how these improvements will integrate to support the payments needs of the insurance industry and importantly, your customers.

    This webcast will explore:

    • The benefits Payments Modernization will bring to you and your customers
    • Implementation of the global data standard, ISO 20022, and how you can plan for this change
    • Example “use cases” of Payments Modernization, new capabilities that you can expect to see
    • How financial institutions are integrating new technology to support their insurance company clients
    • How the insurance industry can prepare for the opportunities that await


    • 26 Nov 2020
    • (EST)
    • 27 Nov 2021
    • (EST)
    Register


    CIAA Webinar Recording: CFO Panel Discussion, presented by PwC
    November 26, 2020

    One of the CIAA’s most popular sessions, the CIAA CFO Panel. Normally held at our annual conference, this panel is now part of the CIAA monthly webinar series, offered for FREE to CIAA Active Members. Find out what’s top of mind for CFOs in these uncertain times and how the industry’s CFOs are juggling competing priorities.

    This webcast will explore:

    • The impact of COVID-19,
    • Industry trends,
    • The increasing role of Finance as a business partner,
    • IFRS 17 and much more!

    Watch a 10-minute demo!

    CIAA: CFO Panel Discussion DEMO from CIAA on Vimeo.

    • 10 Dec 2020
    • 12:30 PM (EST)
    • 10 Dec 2021
    • 2:00 PM (EST)
    • Webex
    • 198
    Register

    The tax landscape for insurers continues to evolve. Together with the challenges presented by the COVID-19 pandemic, it is important to keep current and equipped to navigate the complex and rapidly changing tax rules. In this webinar, experienced tax professionals from PwC will share insights, guidance and best practices on the latest tax developments. Topics include the latest tax impacts arising from COVID-19, a digest of the tax complexities caused by a remote workforce, an update on indirect tax issues and corporate income tax and tax accounting developments. Also included will be a discussion on bringing efficiency to the tax function in the “new normal” of a remote and virtual workforce.

    The learning objectives of this webcast are:

    • Equip attendees with insights that will be useful in tax decision making
    • Share best practices arising from the COVID-19 pandemic
    • A review of relevant tax topics and concepts

    SPEAKERS include:

    Jason Swales, Partner, Tax Financial Services Leader
    Mike Sturino, Partner, Tax Services
    Chelsea Coosemans, Partner, Global Mobility Services
    Jason Cooper, Director, Indirect Tax
    Gagandeep Singh, Director, Tax Reporting Solutions
    Russell Grieve, Senior Manager, Tax Services

    RECORDING
    Member rate - $25 (plus HST)
    Non-Member rate - $60 (plus HST)


    Presented by


    For questions, please contact the CIAA Office:
    416 494 1440 ext. 232 or info@ciaa.org

    • 28 Jan 2021
    • 12:30 PM (EST)
    • 1 Feb 2022
    • 1:30 PM (EST)
    • Webex
    • 17
    Register

    Presented by BDO Canada
    Thursday, January 28, 2021

    The rate of digital adoption for insurers has accelerated to improve resiliency against the challenges presented by the COVID -19 pandemic.  Digital labour initiatives by Robotic Process Automation (RPA) and Intelligent Document Processing (IDP) technologies have yielded some of the best near-term gains for insurers in the areas of cost reduction and process optimization.  Leading RPA and IDP platforms leverage AI to future drive productivity gains by augmenting the automation strategy with cognitive capabilities.

    In this webinar, experienced technology experts from BDO will showcase how RPA/IDP technologies have provided significant benefits to the offices of Sales, Operations, Underwriting, Client Care, and Finance.  Topics included will be a review of common RPA/IDP use cases such as; reduction of manual data capture, elimination of repetitive workloads, automation of key business actions, extending the longevity of legacy systems, elastically scaling automation with business cycles, and establishing predictable outcomes.  Also included will be a demonstration of the SortSpoke and UiPath RPA platforms in action.

    The learning objectives of this webcast are:

    • Equip attendees with insights that will be useful for the application of RPA technology
    • Share best practices in approaching an RPA/IDP initiative
    • Present an approach to accelerate the adoption of RPA/IDP technologies.

    SPEAKERS:
    Mike Gelesz, National Industry Manager, Banking & Financial Services, BDO Canada
    Andrey Isaev, Sr. Manager, Product Services, BDO Canada
    Brandon Robinson, Director, Customer Success, SortSpoke
    Daryl Senick, Partner, National Insurance Lead, BDO Canada
    Borys Romanenko, BDO Canada

    Recording Rates
    Member rate - $25 (plus HST)
    Non-Member rate - $60 (plus HST)

    Presented by



    For questions, please contact the CIAA Office:
    416 494 1440 ext. 232 or info@ciaa.org

    • 25 Feb 2021
    • 12:30 PM (EST)
    • 25 Feb 2022
    • 2:00 PM (EST)
    • Webex
    • 46
    Register

    Presented by Moody's Analytics

    Across the globe, insurers are counting down to the January 1, 2023 effective date for IFRS 17 implementation. Insurers have just over a year to start their parallel runs and present their opening balance sheets on the new reporting basis. Starting the process now will require insurers to fast-track their implementations and accelerate key decisions early in 2021. Hear a discussion of these areas:

    • Policy and methodology topics that can and should be addressed early in 2021
    • Learning from current deployment projects to help fast-track implementation of IFRS 17
    • Topics that might require further guidance from the industry and regulators
    • Looking beyond 2021: Emerging practices on integrating IFRS 17 key performance indicators (KPIs) for regulatory and management reporting

    Moderator: Srini Iyer, Senior Director, Moody’s Analytics

    Speakers:
    Craig Pinnock, Chief Financial Officer, Northbridge

    Daniel Willmann, Senior Manager – Financial Accounting Advisory Services, EY
    Gord Dowhan
    Vice-President, Enterprise Financial Reporting & Analysis, Wawanesa Insurance

    REGISTRATION
    Member rate - $25 (plus HST)
    Non-Member rate - $60 (plus HST)

    Please note: Access links will be provided to registered attendees via email  in advance of the session.

    Presented by

    For questions, please contact the CIAA Office:
    416 494 1440 ext. 232 or info@ciaa.org

    _______________________________________________

    SPEAKER BIOs

    Craig Pinnock is the Chief Financial Officer of the Northbridge Group and the Chief Agent for Tokio Marine & Nichido Fire Insurance Co. Ltd. (Canadian Branch). He was appointed to his CFO role in March of 2008 and to the Chief Agent role in October 2013.

    Before joining Northbridge, Craig served in progressively senior finance roles within the Liberty Mutual Group over a 10 year period. During his time at Liberty, he served as Senior Vice President and Chief Financial Officer of Liberty Mutual Group’s Canadian Branches and as Global Head of Reinsurance Accounting and Administration for Liberty International Underwriters (Liberty’s specialty lines business unit). Prior to these positions, Craig served as Senior Vice President and Chief Financial Officer of Liberty International’s U.S. operations in New York. Earlier in his career, Craig spent 11 years with Ernst & Young in senior audit, tax and administrative roles.

    Craig is a Chartered Professional Accountant and holds a Commerce and Economics degree from The University of Toronto and is the Chair of the Insurance Bureau of Canada’s Finance Standing Committee.

    Srini Iyer, Senior Director, Moody’s Analytics
    Srini Iyer is a Senior Director in the Risk and Accounting solutions team at Moody’s Analytic. In this capacity, he helps insurers across the globe interpret and implement solutions for IFRS 17 and LDTI. More broadly, Srini has over fifteen years of experience working in risk management, regulatory compliance and financial reporting.

    Daniel Willmann, Senior Manager – Financial Accounting Advisory Services, EY
    Daniel is a senior manager within EY’s Financial Accounting Advisory Group and a CIAA board member. He works exclusively on IFRS implementations for insurance companies with a focus on IFRS 17 and IFRS 9. Daniel has over 10 years of financial services experience in the insurance sector with additional experience in assurance related services.

    Gord Dowhan, FCA, FCPA - Vice-President of Enterprise Financial Reporting and Analysis, The Wawanesa Mutual Insurance Company.
    Before joining Wawanesa, he was the Vice-President, Global IFRS Accounting Lead at Canada Life and was member of the IFRS 17 Transition Resource Group for the Canadian Accounting Standard Board. Gord is Chair of the Board for CPA Manitoba and CPA Western Regional Forum. He has been actively involved in the profession for the last 20 years and was recently recognized as a Fellow CPA.

    • 25 Mar 2021
    • 12:30 PM (EDT)
    • 25 Mar 2022
    • 2:00 PM (EDT)
    • Webex
    • 72
    Registration is closed

    CIAA Webinar Series: Recording
    2021 Accounting Update with a focus on IFRS 17

    Presented by KPMG Canada

    This recording will cover:

    • Technical accounting update on IFRS 17
    • Feeling behind? How to accelerate your IFRS 17 program
    • Key elements of an efficient IFRS 17 implementation program:

    Factors to consider in determining your target operating model
    Policy workstream and interpretation issues
    Practical testing strategies in an IFRS 17 program

    • Q&A from participants

    Presenters from KPMG include:

    RECORDING FEES

    Member rate - $25 (plus HST)
    Non-Member rate - $60 (plus HST)

    Presented by

    For questions, please contact the CIAA Office:
    416 494 1440 ext. 232 or info@ciaa.org

    • 29 Apr 2021
    • 12:30 PM - 2:00 PM (EDT)
    • Webex
    • 164
    Register

    CIAA Webinar Series:
    IFRS 17 in Action – Showcasing key elements of a successful IFRS 17 implementation.

    Presented by BDO Canada, April 29, 2021 | 12:30 - 2:00 PM ET

    Join BDO, Optimus SBR, and Valani Global as they walk through a use case for IFRS 17, from assessment of in scope contracts & aggregation to IFRS 17 Portfolios, to measurement methodology selectionYou will see why significant changes to your chart of accounts, and how your data solution and CSM Engine tie all of these together cross-functionally between Technology, Finance & Actuarial functions.

    REGISTRATION FEES

    Member rate - $25 (plus HST)
    Non-Member rate - $60 (plus HST)

    PRESENTERS

    Nazir Valani, FSA, FCIA, MAAA
    President & Co-Founder, Valani Global

    Serge Boutet, FSA, FCIA, CFA
    Consulting Actuary, Valani Global

    Mike Gelesz
    National Industry Leader, Banking & Financial Services, BDO Canada

    Alex Ng
    National Practice Lead, Data & Analytics, BDO Canada

    Daryl Senick
    Insurance Industry Leader & Partner, BDO Canada

    Evan Farlinger, CPA, CA
    Principal, Optimus SBR

    Richard Chen
    Manager, Optimus SBR


    Presented by

    For questions, please contact the CIAA Office:
    416 494 1440 ext. 232 or info@ciaa.org

    A cancellation fee of $25.00 applies after April 28, 2021. Substitutions will be allowed at no additional charge.

    • 8 Jun 2021
    • 12:00 PM (EDT)
    • 25 Jun 2021
    • 3:00 PM (EDT)
    • Online
    Register


    CIAA Virtual Fundamentals of Accounting
    June 8 - 25, 2021

    Register today to take advantage of the Early Bird rates!

    This workshop provides a comprehensive study in the application and theory of P&C insurance accounting

    The Fundamentals of 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 P&C insurance business 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 programming to both our members and our industry as a whole. This course is a valuable investment for both you and your company. - Daniel Singer, President, Canadian Insurance Accountants Association.

    REGISTRATION
    Early Bird Rate (available until May 14, 2021) - $1400.00 plus HST
    Regular Rate - $1600.00 plus HST

    GROUP SPECIAL: Fifth registered student from one Organization receives complimentary access to the 2021 Fundamentals of Accounting Course. Contact info@ciaa.org for group registration.

    COURSE TIMELINE

    Registration fee includes:

    • Complimentary access to CIAA's IFRS17 Day, June 24 
    • Cost of instruction and materials
    • A one-year complimentary CIAA membership 
      (promo code to be provided after the course)
    • Access to CIAA Member Exclusive content for one year
    • 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.

    A cancellation fee of $350.00 applies after June 1, 2021. Substitutions will be allowed at no additional charge.

    For questions, please contact the CIAA Office:
    416 494 1440 ext. 232 or info@ciaa.org

    • 24 Jun 2021
    • 11:00 AM - 5:00 PM (EDT)
    • Online
    Register


    CIAA Exclusive Series: IFRS 17 Day
    Thursday, June 24, 2021 | 11AM - 5PM ET

    CIAA is introducing a new all-day program focused on IFRS 17. Please join us for IFRS 17 Day Thursday, June 24th.

    Following topics will be covered:

    • IFRS Overview – overview of IFRS 17 including GMM, VFA and PAA, with more focus on PAA
    • Operational impacts – overview of what is changing within the financial reporting process, including data flows, granularity of data, and implementation challenges
    • IFRS 17 journal entries – deep dive into IFRS 17 journal entries and how the GL accounts under IFRS 4 will map into an IFRS 17 result.

    REGISTRATION
    Member Rate - $200.00 plus HST
    Non-Member Rate - $300.00 plus HST

    Registered attendees will receive access links via email on June 23, 2021.

    A cancellation fee of $50.00 applies after June 23, 2021. Substitutions will be allowed at no additional charge.

    For questions, please contact the CIAA Office:
    416 494 1440 ext. 232 or info@ciaa.org

CIAA mission is to promote the study, research, and development of financial management and insurance accounting.

Contact: Canadian Insurance Accountants Association, 301-250 Consumers Road, Toronto ON M2J 4V6

Tel: 416 494 1440 ext. 232  |  Email info@ciaa.org

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