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Canadian Insurance Top Broker Events

2016 Canadian Insurance Top Broker Summit



Canadian Insurance Top Broker was proud to once again host the Top Broker Summit. This year, the conference was held on November 14 at the Ritz-Carlton Hotel. The Top Broker Summit is a day of education and networking that gives top producing commercial insurance brokers the opportunity to hear from industry leaders and speak with senior-level risk managers. This exclusive single-day event is designed to provide delegates with the business intelligence they need to grow their book, differentiate themselves from the competition and create winning long-term strategies.

The event's aim is to also bring together the brokers, risk managers and insurance executives in a mutually beneficial forum. Attendees are made up of top producing insurance brokers, broker owners and broker management, senior risk managers and insurers.


The Top Broker Summit is reserved for brokers only. Non-brokers are welcome to attend with a sponsorship or table purchase.



Coverage of the 2015 Top Broker Summit




View the 2016 Agenda



CONTACT INFORMATION

For general agenda inquiries, please contact project manager, Jennifer Hughey
For future sponsorship opportunities, please contact Stefanie MacDonald
More Industry Events
Jan 19 Risk Selection for Commercial Auto 18 King St. East, 16th floor, Toronto, ON Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/institutes-and-chapters/Ontario/Greater-Toronto-Area/Seminars/Seminar-Details.aspx?seminarId=9700 Risk selection is the key to profitability. This seminar will teach you some of the commercial automobile criteria that will allow you to better assess risk to improve your account selection success as an underwriter, and to improve your submission documentation as a broker.

This session is targeted towards experienced and entry level brokers, auto underwriters, transportation company management & safety personnel.

Learning Outcomes:

  • Identify the primary exposures relative to a commercial automobile risk.
  • Be aware that the best practice, best in class, mastery, due diligence, corporate safety culture are not just terms to be taken lightly.
  • Know some of the tell-tale signs of a good or bad risk.
  • Be familiar with CVOR abstracts and SaferSys/SMS reports for commercial vehicles and drivers.
  • Recognize the value of a commercial automobile risk assessment and understand how it is a valuable tool in your arsenal.
Jan 19 Wine & Cheese & Learn: Condominium Insurance Ottawa, ON, 300-1335 Carling Ave. Fees: IIO Member: $30.00 Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9696 More than 600 new condominium units are currently for sale in Ottawa and sales aren't showing signs of slowing down anytime soon!

As a broker, are you comfortable recommending condo coverages to your clients?
As an underwriter, what do you consider when writing a unit owner's policy?
As an adjuster, do you know what happens after a condo loss?

Condo insurance is often misunderstood, with confusion over the coverage provided by the Condo Corporation's policy and the unit owner’s insurance.

Join us to learn:

  • What is a condominium?
  • Condominium Act
  • Standard units
  • Condominium corporations
  • By-laws
  • Deductibles
  • Unit owner’s coverage
  • What happens after a loss?

Seminar Leader: Marg Crawford, FCIP, CFEI – Quelmec Loss Adjusters

RIBO Accreditation: 1.0 Hour Technical

The price of our wine & cheese events includes afternoon refreshments.

Jan 19 From FSCO to FSRA: The Future of Regulation in Ontario 18 King St. E. 16th Floor, Toronto, ON Organizer: Insurance Institute of Canada http://insuranceinstitute.ca/en/institutes-and-chapters/Ontario/Greater-Toronto-Area/Seminars/Seminar-Details.aspx?seminarId=9804 Join us to hear from a panel of high-level insiders who will discuss the transition to a new regulatory body and set the stage for the future of Ontario insurance regulation.

The panel will discuss:

  • What gave rise to the need for the creation of a new regulator in Ontario
  • The likely implementation process of the new regulator
  • What the overall future of Ontario insurance regulation could look like

Our panelists:

  • Leah Myers, Assistant Deputy Minister, Ontario Ministry of Finance
  • Karen Ots, Senior Vice-President, Regulatory and Government Relations, Aviva Canada
  • Barb Taylor, Director, Policy Ontario, Insurance Bureau of Canada
  • George Cooke (TBC), Member of the Advisory Committee reviewing the mandates of FSCO
  • Moderated by David Simpson, President and CEO, Facility Association
Jan 20 Short-term Rentals from Airbnb to VRBO Comfort Hotel & Conference Center, 3020 Blanshard St, Victoria, BC Speaker(s): Satinder Sidhu, Partner, Clark Wilson LLP and Raman Johal, Partner, Clark Wilson LLP Organizer: Insurance Institute of Canada Contact: Donna Salahor
250-216-9393
http://www.insuranceinstitute.ca/en/insurance-education/Seminars/Seminar.aspx?seminarId=9787 The sharing economy is continually stretching the way we live our lives, and the short term rental industry is no exception. Airbnb, HomeAway and VRBO are just a few of the hosting services available today. Join our legal experts as they discuss some of the current legal issues and concerns all insurance professionals must be aware of.

SEMINAR OBJECTIVES

  • Identify coverages and exclusions in a homeowners policy for short term rentals
  • Discuss property and liability coverages provided by hosting services
  • Explain the relationship between a homeowners policy and the hosting services coverages
  • Examine strategies that the insurance industry can implement to deal with these risk exposures


SEMINAR PRESENTERS

Satinder Sidhu, Partner, Clark Wilson LLP
Satinder represents clients in a variety of insurance related matters including liability defence, property subrogation and coverage advice. She specializes in construction-related claims, fire loss, environmental contamination and traumatic injury claims. Satinder appears as counsel in all levels of court and has extensive experience representing clients in mediation. She regularly writes and speaks on insurance and construction related topics and is also a member of the Canadian Bar Association Construction and Insurance Sub-Sections and Canadian Defence Lawyers Association.

Raman Johal, Partner, Clark Wilson LLP
Raman specializes in liability, property and coverage related issues under commercial liability, motor vehicle and home owners policies. She is the past Chair of the CBA BC Insurance Group Subsection, a member of the Insurance Bureau of Canada’s P&C Decision Panel, and contributes to Clark Wilson’s Insurable Interest newsletter. She is fluent in French and Punjabi and has attended in all levels of BC Courts and actively participates in mediations.

Number of Continuing Education Credits: 2.5 Technical
Jan 26 IISA Wine Tasting World Tour - First Stop is Australia Calgary, AB, 100, 137 - 8 Avenue SW Fees: $47.62 Organizer: Insurance Institute of Canada Contact: 403-266-3427 http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9731 Are you ready for a fabulous night out? Then plan to spend an incredible evening the Insurance Institute of Southern Alberta and the wine experts from The Cellar, as we guide you through an exquisite tasting of wines from Australia.

Mingle and network while experts lead you through 6 spectacular Australian wines in a reception style tasting event, complete with specialty chosen cheeses to compliment our Australian wine palette.

Call 403-266-3427 or email iisaMail@insuranceinstitute.ca for more details.

Jan 31 OIAA 2017 Claims Conference MTCC (Metro Toronto Convention Centre), Toronto, ON Organizer: Ontario Insurance Adjusters Association https://www.oiaa.com/events/2017-claims-conference-general-registration/
Feb 1 - 3 CatIQ’s Canadian Catastrophe Conference Allstream Centre, Toronto, ON Speaker(s): Fort McMurray Wildfire Keynote Speaker Chief Darby Allen and George Kourounis Storm Chaser & Adventurer Organizer: CatIQ http://www.catiq.com/c4/ CatIQ’s Canadian Catastrophe Conference (C4) is a content-driven discussion to foster collaboration before, during and after catastrophic events. The inaugural conference took place in February 2016 which brought together over 200 delegates from Industry, Academia and Government to discuss Canadian natural and man-made catastrophes.
Feb 2 The MultiMillion Dollar CASL Market - Will you get your share? WEBINAR - Online Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Seminars/Seminar.aspx?seminarId=9762 This webinar will start with basic information and work upwards to the business opportunities for insurance professionals. Underwriters and adjusters must understand what CASL (Canada’s AntiSpam Legislation) is and what the legal/monetary risks are. The sales team has to know what is being sold now, why it is inadequate (under D&O and CGL), where the growth opportunities lie and how to sell it. The C-suite must understand its own exposures (diverse employee base, liability for independant agents in the field, how to legally cold call) and how to comply internally with CASL.

Seminar Topics Include:

  • What are the requirements to comply with Canada’s AntiSpam Legislation (CASL)
  • How CASL affects every business and every employee in Canada. Insurance companies with their broad employee bases are particularly vulnerable to non-compliance.
  • What insurance coverage for now addresses CASL’s risks
  • Where are the opportunities in the market – data rider? CGL? D&O? CASL specific?

Presenter: Peter M.Clausi, B.A., J.D.
Peter is a frequent dynamic speaker on compliance, risk management, shareholder rights and mining. Experienced General Counsel, compliance / governance specialist, independant director and business executive; shareholder rights activist; one of Canada’s leading authorities on CASL (AntiSpam Legislation); member of the Canadian 2016 Trade Mission to Saudi Arabia.
Feb 3 Teaching & Presentation Techniques 18 King St. E., 16th Floor, Toronto, ON Speaker(s): Tammy Sweeney, – Professional Speaker/Trainer – Performance Oriented Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/institutes-and-chapters/Ontario/Greater-Toronto-Area/Seminars/Seminar-Details.aspx?seminarId=9530 Do you need to enhance your teaching and facilitation skills? If so, this four-day certificate program is for you. (All Fridays in February: 3, 10, 17 & 24, 2017)

This instructional course will give you the resources needed to understand your audience, prepare your lessons and outcomes and be an overall better trainer or instructor. It is also used to develop instructors for the Insurance Institute CIP class programs.
Feb 7 - 9 Essential Management Skills Insurance Institute of Ontario, Toronto Chapter, Toronto, ON Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Seminars/Seminar.aspx?seminarId=9493

Leading others is challenging.

Having the skills to lead others makes the challenge enjoyable and rewarding.

Moving from career professional into the role of management is an exciting step in one’s career. As you make that shift, your role and the skills you need to be effective will change. New managers must work hard to adapt to the challenges of managerial work and their new network of relationships and responsibilities. The transition into management requires changes in the way you:

  • Present yourself
  • Interact with your team
  • Work and organize your day
  • Make decisions
  • Are measured and evaluated

Come and learn more about your Leadership style and its impact on your team; the Performance Management Life Cycle; Delegation; Conflict Management; and Motivation. You will leave the course equipped with the core skills of management that will enable you to master the day-to-day challenge of leading others and achieve maximum results through your direct reports.

Feb 9 Axe Throwing Tournament BATL - The Backyard Axe Throwing League, 69 Agnes Street, Kitchener, ON Fees: Standard: $45.00 Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9691

NEW: Axe Throwing Tournament!

Join us to experience the thrill of axe throwing at this fun industry networking event, and find out what the craze is all about!

Axe throwing is the new and unusual “sport” that has fast built momentum as the go-to activity for team-building, networking and general fun.

Beat the February Blahs — get your co-workers and colleagues together and join us for a bit of friendly competition. This is not your normal networking event with colleagues!

Feb 22 CIP Society Curling Event St John’s, NL Organizer: Insurance Institute of Canada Contact: 709-754-4399 http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9782 Come, bring a guest(s), and join us Socialize with friends, colleagues and enjoy a fun filled night of Curling, pizza and prizes.

You can register as a team (maximum of 4 players per team) or as individuals. There will be a maximum of 12 teams.

Registration Deadline: February 8, 2017
Feb 23 Annual Speaker's Breakfast 2017 Best Western Lamplighter Inn-Crystal Ballroom South, 591 Wellington Road South, London, ON Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9734 Join us for our Annual Speakers Breakfast on February 23, 2017 at the Lamplighter Inn, London. You'll hear top industry leaders discuss hot topics, key issues and make predictions for the future of the property & casualty insurance industry. Don't miss this fantastic opportunity to hear from the following prominent insurance figures:

Heather Masterson, BA, B.Ed., FCIP, Chief Executive Officer
Travelers Canada

Leen Meyer, B.Comm., CIP, Managing Partner
EasyInsure

Jason Storah, BA Hons., Exec. VP, Broker Distribution
Aviva Canada Inc.

John Taylor, CIP, President
Ontario Mutual Insurance Association

Pat Van Bakel, BA, CIP, President & CEO
Crawford & Company (Canada) Inc.

Our moderator is Paul Jackson, Vice President Sales, Marketing & Distribution , Gore Mutual Insurance Company
Mar 1 CIP Society Curling Bonspiel Tam Heather Curling Club, 730 Military Trail, Scarborough, ON Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9722 Whether you’re a veteran of the rink or an absolute freshman, no matter, this is a day for all curlers to come out and enjoy the fun! Individual or team entries welcome. Tam Heather, or the ‘Tam’ as it’s called, is an active friendly club located in the Morningside and 401 community of Scarborough.

Space is limited so register early to avoid disappointment.

Please advise of any special dietary requirements or special needs. Price of curling ticket includes continental breakfast and hot lunch.
Mar 2 - 3 International Cyber Risk Management Conference (ICRMC) Allstream Centre, Toronto, ON Organizer: MSA Research Contact: Kim McCallum
(416) 368-0777 x 29
http://www.icrmc.com The third annual International Cyber Risk Management Conference (ICRMC) brings together a world class roster of experts with cross-sector, global and multidisciplinary expertise to share knowledge, lessons learned, and methodology on cyber security. We are delighted to build on last year’s very successful ICRMC. Cyber security has grown into a global pandemic and organizations of all sizes are struggling with questions on how to mitigate, manage, and transfer cyber risk. We’ve structured our agenda based on delegate feedback and our exceptional 2017 Advisory Committee is determined to provide engaging high-profile speakers and compelling content to share knowledge, captivate and educate. Visit www.icrmc.com for details.
Mar 2 8th Annual Battle of the Insurance Bands The Blarney Stone Gastown Vancouver, 216 Carrall Street, Vancouver, BC Organizer: Insurance Institute of Canada Contact: Winnie Hon
http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9792 Round up your bands for March 2!

Our 8th Annual Battle of the Insurance Bands event is now searching for bands that want to battle it out on stage. Guests will enjoy an evening of live entertainment by our bands, delicious appetizers, no-host bar, great networking and lots of fun! Submit your band to perform on stage and be a part of this fun and charitable event!

How to submit your band ?

Your band must have at least one member who is working in the insurance industry. Interested? Email the Band Submission Form to Winnie Hon. If possible, email or send a sample of your band performance or music (video clip, mp3, YouTube video link, etc…) by January 20 to the Insurance Institute of BC office at #1110 – 800 West Pender Street, Vancouver, BC, V6C 2V6. Selected bands will be determined by end of January and all applicants will be notified.

Ticket sales for this rockin’ event start in January!
Mar 10 IISA Bowling and Networking Night The National on 10th, 341 10 Avenue SW, Calgary, AB Organizer: Insurance Institute of Canada Contact: 403-266-3427 http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9767 Start your Friday off right! Join the Insurance Institute of Southern Alberta for a fun night of bowling and networking at Calgary’s best place to eat, drink, and play in the city’s core.

There will be door prizes, team prizes and individual prizes for bowlers.

Register yourself or a team (6 to 8 bowlers).
Tickets include bowling, shoe rental, tacos and a drink.

Registration opening soon!

Call 403-266-3427 or email iisaMail@insuranceinstitute.ca for more information.
Mar 22 Building Better Relationships at Work using DiSC® Insurance Institute of New Brunswick, Moncton, NB Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Seminars/Seminar.aspx?seminarId=9496

Have you ever wondered why connecting and working with some people is easier for you than with others? Have you noticed that you relate better to colleagues who focus more on creating momentum and inspiring others than those that are very direct, or strive for accuracy and perfection?

If you find that there are some people that are much harder to work with than others, come and learn how to bridge the gaps and differences when working with others.

In this 1 day course you will gain a deeper understanding of your personal style and your impact on others. Learn how to minimize potential conflict resulting from differing styles and approaches. Lastly, develop strategies to better communicate and work with individuals whose style is different than yours.

Mar 31 Joint Association Curling Bonspiel Westmount Golf & Country Club, 50 Iverness Drive, Kitchener, ON Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9726 The Insurance Brokers Association of Waterloo Region, The KW Ontario Insurance Adjusters Association and The Insurance Institute of Ontario Conestoga Chapter invite you to join us for our 5th Annual Curling Bonspiel on Friday March 31st at the Westmount Golf & Country Club!

Register for the morning draw 9 to 12:00 or the afternoon draw 1:00 to 4:00 (both draws include lunch 12:00 – 1:00) Cost $50 per curler or $200 per team of four (please add hst)

Registrations will be accepted in the order they are received so register early to avoid disappointment. Individual or team entries welcome. Whether you’re a veteran of the rink, or an absolute freshman no matter. This is a day for all curlers to come out and enjoy the fun! You may be the lucky winner of the “Hog” prize.

Note: Wear warm clothing; flat, clean shoes
May 2 - 4 Essential Management Skills Insurance Institute of Ontario, Conestoga Chapter, Conestoga, ON Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Seminars/Seminar.aspx?seminarId=9495

Leading others is challenging.

Having the skills to lead others makes the challenge enjoyable and rewarding.

Moving from career professional into the role of management is an exciting step in one’s career. As you make that shift, your role and the skills you need to be effective will change. New managers must work hard to adapt to the challenges of managerial work and their new network of relationships and responsibilities. The transition into management requires changes in the way you:

  • Present yourself
  • Interact with your team
  • Work and organize your day
  • Make decisions
  • Are measured and evaluated

Come and learn more about your Leadership style and its impact on your team; the Performance Management Life Cycle; Delegation; Conflict Management; and Motivation. You will leave the course equipped with the core skills of management that will enable you to master the day-to-day challenge of leading others and achieve maximum results through your direct reports.

May 9 - 10 Think on Your Feet® Insurance Institute Southern Alberta, Calgary, AB Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Seminars/Seminar.aspx?seminarId=9494

Many people struggle with finding effective ways to collect their thoughts quickly, to express their ideas clearly, and to make a lasting impression. Think on Your Feet® techniques make all of this possible.

Think on Your Feet® provides a practical, intensive and interactive workshop to help people speak spontaneously with CLARITY, BREVITY AND IMPACT®. Come and learn to:

  • Answer questions on the spot
  • Present ideas clearly, concisely and memorably
  • Explain complex concepts easily
  • Get to the point
  • Be more persuasive.

The Insurance Institute of Canada partnered with McLuhan & Davies Communications, Inc to make the world renowned Think on Your Feet® course available to insurance professionals through the Insurance Institute. Karen Bergin is the IIC certified Think on Your Feet® facilitator.

May 11 Building Better Relationships at Work using DiSC® Insurance Institute of Northern Alberta, Edmonton, AB Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Seminars/Seminar.aspx?seminarId=9497

Have you ever wondered why connecting and working with some people is easier for you than with others? Have you noticed that you relate better to colleagues who focus more on creating momentum and inspiring others than those that are very direct, or strive for accuracy and perfection?

If you find that there are some people that are much harder to work with than others, come and learn how to bridge the gaps and differences when working with others.

In this 1 day course you will gain a deeper understanding of your personal style and your impact on others. Learn how to minimize potential conflict resulting from differing styles and approaches. Lastly, develop strategies to better communicate and work with individuals whose style is different than yours.

Jun 21 - 22 7th Annual Digital Marketing for Financial Services Summit Westin Harbour Castle, Toronto, ON http://www.financialdigitalmarketing.com/ The Digital Marketing for Financial Services Summit is the largest gathering of financial digital marketers in Canada. This exclusive marketing conference is the only event designed specifically to give Financial Institutions the tools to elevate their digital strategy and build business. Gain practical strategies and guidance to:

  • Ensure consistency across touchpoints to win and retain clients
  • Break through the noise with expert analytics and attribution strategies
  • Adopt creative strategies from disruptors and innovators in finance
  • Create targeted and personalized experiences with big data
  • Reach and engage customers while respecting regulations and privacy laws

Overcome the unique challenges marketers face in financial services and take away tactics from the best in the industry at this one-stop event — just for Canada!
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Transcontinental Media G.P.