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Annual Conference 2018
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REGISTRATION IS NOW OPEN!

Join your industry colleagues at our 2018 Conference in beautiful Montreal, Quebec.

Registration for our Annual Conference: Innovation Landscape is now open, so this is the perfect time to register and secure your place. 

This year's conference not only has an impressive line-up of speakers but also a great social program AND the introduction of our brand new CIAA Awards Program, SO DON'T MISS OUT!

WHEN
Sunday, September 23rd - Wednesday, September 26th, 2018

WHERE
Sofitel Montreal Golden Mile
155 Rue Sherbrooke Ouest
 
Motreal, QuebecH3A 2N3

ATTENDING THE CONFERENCE
To secure your place at the conference as a full attendee, or companion, click below to register. 

NETWORKING ACTIVITIES
This year you can choose from three very different activities:
AXEperience at Rage, Empower Yourself: An afternoon of self-defense and yoga training, Master Chef Montreal. Make sure to sign up for your preferred session when you register – space is limited and places are offered on a first-come, first-served basis. For all the details, click below.

ACCOMMODATION
Sofitel Montreal Golden Mile is conveniently located in the heart of the city ideal for business travelers and art lovers - at the foot of lush Mount Royal Park, next to the renowned McGill University and Montreal Museum of Fine Arts. You won't want to miss the opportunity to experience all it has to offer, so book your accommodations today. Click below for all the information needed to book your room.

CIAA AWARDS
New this year is the Canadian Insurance Accountants Association Conference Awards Program! CIAA is excited to announce an opportunity to recognize your colleagues and active members of the industry - click below for more information about the Awards, the criteria, and how to nominate a deserving candidate!


       

 

HAVE QUESTIONS?
Please contact info@ciaa.org

 

OUR KEYNOTE PRESENTERS

Opening Keynote

   

Glen Hodgson
International Economist and Author

International economist and author Glen Hodgson has over 35 years of experience in global and Canadian macro-economics, international trade and finance, fiscal and tax policy, and other “big picture” topics. He is the first-ever Senior Fellow at The Conference Board of Canada, after spending twelve years as the Board's Senior Vice-President and Chief Economist.

Glen’s career has spanned the International Monetary Fund (IMF) in Washington D.C., the federal Department of Finance, Export Development Canada (EDC), as well as the Conference Board of Canada. He has travelled the world and Canada as a financial negotiator, economic thinker, and advisor to governments and international organizations. He has published two books, one on the 2008 global financial crisis, and the other on the business economics of pro sports. He has written over 350 reports, briefings and articles, shares regular commentary in the Globe and Mail, and delivers many speeches and presentations each year to clients.

Glen has led organizations and served on boards. He is also a member of Canada’s Ecofiscal Commission, which undertakes research on using price signals to discourage negative outcomes like greenhouse gas emissions or road congestion, and encourage positive ones.

 Closing Keynote

   

Alexandre Bilodeau
Olympic Champion


When he became the first Canadian athlete in history to win a gold medal on Canadian soil at the 2010 Vancouver Olympics, Alexandre Bilodeau captured the imagination of an entire nation. In February 2014, he took part in his last Olympics in Sochi, where he successfully defended his title with the fierce determination he has come to be known form. He became the first repeat Canadian Olympic champion. Alex will forever be double Olympic champion.

A native of Rosemère, Quebec, Alex first fell in love with freestyle skiing when he watched Jean-Luc Brassard compete in Lillehammer. Following in the footsteps of his idol, he became the top Canadian junior in freestyle at age 14. His career wasn’t always tinged with glory. At times when many would have quit, Alex rolled up his sleeves and worked twice as hard to become the best athlete he could be. His story is rich. When he shares this story, he talks about the values that took him to the highest peaks of his sport.

In the 2013-2014 season, the last of his career, he finished 2nd at the first three World Cups, in Finland, Calgary and Deer Valley. He then went on to climb the highest step of the podium at events where he had known previous success in Deer Valley, Lake Placid, and Val-St-Côme. After impressive performances in Japan and Norway 26-yr old Alex won the last World Cup event of his career in La Plagne. Way to leave on a high note!

Alex now works as a professional in accounting and finance, specifically in the area of transactional services for KPMG. He intends to leave his mark in the business world - with "dare to dream big" as his watchword, there is every reason to believe he will be just as successful there.


OUR SPEAKERS
 
       

   

Earlene Huntley, Bsc. (Hon), FCCA
Chief Financial Officer & Chief Risk Officer, CAA Club Group

Earlene joined CAA in 2014 as Director, Tax and was promoted to AVP Tax in 2016, and to her current role in February of 2017. In her current role she is responsible for overseeing all aspects of Finance. 

Prior to joining CAA Club Group, Earlene worked at PricewaterhouseCoopers, since 1997, (in both Toronto and Saint Lucia). Earlene spent the majority of her career in the hospitality and financial services industry. In her last role prior to joining CAA, Earlene was a Senior Manager Financial

Services Tax responsible for compliance and advisory services for Life and P&C companies. Earlene is a graduate of the University of the West Indies where she earned her Bsc. Accounting (Hons) and is a Fellow of the Association of Chartered Certified Accountants in the United Kingdom. She has been a member of Canadian Insurance Accountant Association  for a number of years and joined their Board of Directors in 2016.  Earlene’s other interests includes traveling.

       

Senator Scott Tannas
Founder, Western Financial Group

Scott is Founder of Western Financial Group Inc., having served as its CEO from 1996 to 2014. From its headquarters in High River, Alberta, Scott oversaw the building of Western, through more than one hundred acquisitions, and a number of strategic initiatives.  Today, Western is a diversified financial services organization, with more than $1 Billion in annual sales, and 1400+ employees providing nearly 1 million customers with insurance and investment products and services.  The company’s network of more than 160 offices stretches across the West from Winnipeg to the Pacific coast.  

Scott remains active in an advisory capacity at Western Financial Group, and has a number of business interests including Rocky Mountain Dealerships Inc (TSX:RME) where he serves as Lead Director.  His most recent project is in the Private Equity business, where together with a number of Alberta business leaders he recently launched The Western Investment Company of Canada Limited (TSXV:WI). Scott serves as the President & CEO of the fledgling organization as it builds a portfolio of strong, stable and profitable businesses in Western Canada.

In addition to his business activities, Scott, a lifelong resident of High River, Alberta, is active in public service. Following a Province-wide Senatorial election, Prime Minister Harper appointed him to the Senate of Canada, where he serves on a number of important committees, including Banking Trade and Commerce, Internal Economy Budgets and Administration, and Aboriginal Affairs.


Andre Dugal
Partner, Audit, KPMG LLP

André has more than 32 years of experience in audit and business consulting. André is Partner in Audit and assumed the responsibilities of Partner in charge of Accounting Advisory Services in Québec and Professional Practice Partner-Audit for the Montréal Office. He serves as a specialist on auditing matters and facilitates arbitration within the Business Unit of technical auditing issues.

André  was co-responsible for the International Financial Reporting Standards (“IFRS”) Conversion/Advisory work for the Montréal office and also responsible for the coordination of engagements relating to internal control over financial reporting (SOx 404 and MI 52-109).

André is a member of KPMG’s IFRS Technical Topic Specialist Team on the presentation of financial statements. He currently acts as an adviser to a number of major companies on financial matters, SOx 404, IFRS and Corporate Governance.

       
 

   

Serge Lavoie
President and Chief Executive Officer

Serge was appointed President of Echelon Insurance in November 2015. Prior to his appointment, he had served on the Company’s Board of Directors since May 2014.

Serge has over 25 years of experience in the insurance industry, previously serving as Chief Executive Officer and President at JEVCO Insurance Company. Throughout his career, he has served on a number of boards and committees, including the Canadian Insurance Claims Manager Association (CICMA) and the Groupement des Assureurs Automobiles (GAA).

Serge holds a Bachelor of Commerce degree from the Quebec University of Montreal.

       
    Liam McFarlane
Partner, Insurance and Actuarial Advisory Services

Liam is the leader of Ernst & Young’s Canadian actuarial practice and is a limited partner of Ernst & Young L.P., which provides services to Ernst & Young LLP.

Liam has 30 years' experience in the Canadian property and casualty insurance and reinsurance industry.  Prior to joining Ernst & Young in 2009, Liam gained extensive experience as a senior insurance executive as well as a consulting actuary working with insurers, reinsurers, captives, professional associations and financial institutions across most of the major lines of insurance in Canada. He has consulted to many different kinds of organizations such as associations, financial institutions, and retailers, etc., regarding non-traditional models of the distribution of insurance products.

Liam has been involved in the evaluation of all major automobile insurance reforms in the Canadian marketplace since the early 1990’s. For the majority of these reforms he was actively involved in evaluating the impact of the changes on premiums, creating revised rating structures, filing revised rates as required by various rate regulatory bodies and, from time to time, appearing at hearings in support of proposed changes. Liam currently acts as Appointed Actuary to approximately 10 insurance and reinsurance companies in the Canadian market both domestic and foreign branches. He has deep expertise in the valuation of policy liabilities, as well as the assessment of financial condition through Dynamic Capital Adequacy Testing. He continues to assess the impact of automobile insurance regulatory changes on expected costs from a pricing and valuation perspective on behalf of a number of clients.

Liam’s professional experience also includes being involved in many insurance industry committees as well as committees of the actuarial profession.  These have included the Facility Association Actuarial Committee and industry actuarial advisory committees on Ontario automobile insurance. In addition, he has served on Casualty Actuarial Society examination committees as well as various committees of the Canadian Institute of Actuaries including as chair of the Committee on Professional Conduct.  Liam is currently chair of the Committee on Professionalism of the Canadian Institute of Actuaries.

       

   

David Kerr
Partner, Deloitte

David is a Partner in Deloitte Canada’s Technology Consulting practice. He is an insurance industry and technology leader with 30+ years experience in emerging technology, industry solutions, business and market development, project delivery, strategic consulting, various forms of outsourcing, team building and leadership. He has previously held leadership roles at IBM and Accenture in Canada and abroad.

David received a Honours Bachelor of Arts in Economics and Applied Studies from the University of Waterloo in 1985.

       

   

Thomas Marlatt
Global Insurance Solutions

Tom has been with Clearwater since 2011. He specializes in helping global insurers maximize the efficiency of their investment accounting and reporting processes by solving challenges associated with integration, reporting, and accounting. He provides expert insights into the world of investment accounting, best practices, and industry updates and changes.

Tom often facilitates collaboration between investment accounting teams and key stakeholders, finding portfolio management solutions that apply for all teams involved in the investment accounting process.

Tom has a bachelor’s in accountancy from Boise State University.

       

   

Akif Siddiqui
National Insurance Assurance Leader

As a Chartered Professional Accountant and a change agent, Akif have has a keen interest in the future of audits and remains involved with transformations and developments. Akif is a member of CPA Canada and Pakistan and a Partner in our Insurance Assurance Practice. 

Akif brings diversified experience from 20 years working in assurance and advisory services in Pakistan, United Arab Emirates and Canada. Akif joined our insurance assurance practice in 2002 and has extensive experience in serving property and casualty insurance companies. Some of his clients include Aviva, Chubb, AIG, Echelon, Everest Reinsurance, Northbridge, First Canadian Title, Arch, and Cigna. As part of these audits Akif has developed a strong understanding of insurance products and their accounting treatment under IFRS and is actively working with our clients through their transition to IFRS 17.

 

Along with the responsibility of managing audits and maintaining relationships, Akif has reviewed accounting systems designed specifically for insurance products, considering the design and operation of the internal controls and recording of these transactions to comply with accounting standards.  He also has experience in auditing various regulatory reports for his clients. 

       

   

Geoff Shields, CPA, CA
Strategic Resource Consultant, SVP Insurance

Geoff brings over 20 years of insurance industry leadership experience and expertise to Strategic Resource Consultants, along with an extensive network of insurance executives and professionals.

Prior to joining SRC, Geoff held senior leadership positions in the insurance industry, most recently as CFO for Kanetix Ltd., and previously as SVP Finance & Strategy for Aviva Canada and CFO for Chubb Insurance Company of Canada.  He has led high-performing teams across a wide range of disciplines, including Finance, Strategy, Risk, Compliance, Actuarial, Technology, Human Resources and Operations, and has worked closely with senior leaders in all functional areas and across the industry. He has also provided financial and operational consulting services as an independent consultant to various organizations, primarily in the insurance sector.

Geoff holds a BBA degree from York University and is a Chartered Accountant.  He is involved with various charitable and non-profit organizations, and enjoys barbershop singing, golf and travel.  Geoff has long been an advocate of professional development in the insurance industry, and is a regular moderator and speaker at industry conferences and seminars.  

       

   

Nigel Ayers
Chief Financial Officer, AIG Insurance Company of Canada

In his current position, which he assumed in 2016, Nigel is responsible for providing financial analysis, advice and support to the Canadian business leadership team, for ensuring all reporting and taxation requirements are met, for local capital management and for leading the Canadian Finance function. Nigel joined AIG Canada in 2013 as Chief Risk Officer (CRO). In this role he was responsible for oversight of risks from all sources within the Canadian business. As CRO, he implemented the AIG risk management framework in Canada, set up the local risk governance structure, and was responsible for reporting to the Board of Directors and OSFI in relation to risk maters.

Before joining AIG, Nigel spent 25 years with Zurich Insurance, mainly in Finance roles. From 2002 – 2012 he served as Chief Financial Officer in Canada. Prior to becoming CFO, he held business controllership and operational roles within the Company’s commercial divisions. Nigel also spent several years with Zurich Life Insurance Company holding the positions of Vice President Finance and Vice President of Corporate Development. Nigel qualified as a chartered accountant with PriceWaterhouse Coopers in the UK before moving to Canada, where he initially worked for several years as an audit manager with Ernst & Young in Toronto before joining Zurich.