2017 Canadian Insurance Top Broker Summit


Canadian Insurance Top Broker is proud to once again host the Top Broker Summit. The conference will be held on November 27 at the Ritz-Carlton Hotel.

The Top Broker Summit is generally 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.


Photos from the
2016 Top Broker Summit

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TICKET PRICES

EARLY-BIRD PRICING:
$440 plus HST >> Until September 15

REGULAR PRICE:
$495 plus HST >> After September 15

HOST A TABLE:
$4,180 plus HST




CONTACT INFORMATION

For general agenda inquiries, please contact project manager, Jennifer Hughey (705.854.1205)

For sponsorship opportunities, please contact Stefanie MacDonald (416.847.8575)

For registration information, please contact Joanne Boccia (416.847.8174)

2017 Top Broker Summit Agenda

Canadian Insurance Top Broker will soon be submitting the following agenda for RIBO accreditation.



7:45 - 8:40 amBreakfast
8:40 - 8:45 amOpening Remarks
8:45 - 9:45 am

SESSION ONE - Opening Keynote

What's Your Hook?

What makes some businesses stand out from their competitors? What makes some people more successful than others? Is it product? Is it price? Work-ethic? Perhaps. But with all of that, how can you then escape the complacency trap and really stand out, as a brand and as an individual? You need to find your hook. In this dynamic, interactive keynote presentation Justin gets deep with audiences in helping them find their hook. It's engaging, interactive and extremely informative. Sometimes your hook has been in front of you all along. Justin helps you find it, reclaim it and own it.


Presenter:
Justin Kingsley,
creative strategist and writer 

9:45 - 11:00 am

SESSION TWO

Roll Up Your Sleeves with Canada's Top C-Suite's
Insurer C-Suite Small Group Discussions

Replacing the traditional CEO panel discussion, this new interactive format will focus on sharing new ideas and knowledge through forward-thinking content and heightened audience engagement. This interactive session encourages delegates to discuss and debate critical broker/insurer issues with the President's and CEO's of a select group of insurance companies in an exclusive "think-tank" environment. C-Suite's will then reconvene on stage for the last 15 minutes of the session to share their insights from their discussions.

Panellists:

Mike George, president, CEO, Trisura Guarantee Insurance Company
David Levinson, president and chief agent, Zurich Canada
Greg Somerville, president, CEO, Aviva Canada
Rowan Saunders
, CEO, Economical Insurance
Silvy Wright
, president, CEO, Northbridge Insurance


11:00 - 11:30 amNetworking Break and Visiting Exhibits
11:30 am - 12:15 p.m.

SESSION THREE

Panel Discussion
Recruiting and Retaining Top Talent in the Age of AI

Rapidly advancing technology has created fundamental change in the way financial services are delivered to customers today. Banks and insurance companies have embraced robotics and artificial intelligence (AI), removing the need for human actors in many internal processes and customer-facing activities at a growing rate. What is the impact of the rise of AI on talent recruitment and retention strategies for financial services companies? What labour requirements will be growing or decreasing? How do these companies keep the people they need engaged? Our panel will discuss the trends and their experiences, including overseeing transformation at a major Canadian financial institution.  


Panelists:
Matthew Killi, head of machine learning deployment, Elevating Enterprises, DeepLearni.ng
Anita Nowak
, senior project manager, teaching and learning services, Desautels Faculty of Management McGill University
Lynn Roger, chief transformation officer, BMO Financial Group


12:15 - 1:30 pm

Lunch, buffet-style followed by a presentation

SESSION FOUR
Talent and the Future of Work

This presentation will highlight five key trends that are reshaping the future of work. The presenter will challenge the audience to consider new ideas and models that encompass demographic change, the freelance economy and the emergence of new business models. She will demonstrate how today’s trends are impacting businesses of all sizes and what you can do capitalize on new talent-led opportunities. Building on research from her upcoming book, The Talent Revolution, this talk delivers real-world examples to make sense of today’s changing workforce.

Presenter:

Lisa Taylor, president, The Challenge Factory
(Sponsored by The Insurance Institute)


1:30 - 2:15 pm

SESSION FIVE

#LimitingBacklash - Social Media and Reputation Management

A crisis is unfolding on social media, and it involves your brand. What do you do? Your response will make or break the situation - and your reputation - in real time. Sure, you can Google "social media crisis management", but in this session, a true crisis expert will break down what you need to know.

Presenter:
Brad Breininger
, partner and strategist, Zync

2:15 - 2:45 pm

Networking Break and Visiting Exhibitors



2:45 - 3:15 pm

Presentation of the PEER to PEER Awards

3:15 - 4:15 pm

SESSION SIX - Closing Keynote

The Experience Economy

The only unique competitive advantage is the exceptional experience a business can create for their clients. Goods and services are being commoditized everywhere. What consumers want today are experiences or memorable events that engage each client in an inherently personal way. Businesses must therefore embrace the principles of the Experience Economy to stage ever more engaging experiences. Dennis takes you through those principles that matter the most for your business and how to create greater economic value for your customers.

Presenter:
Dennis Moseley-Williams, experience economy specialist


4:15 - 5:15 pm

Closing Remarks and Cocktail Reception




** The event's agenda is always subject to change at any time. **

For the most updated version, please contact Jennifer Hughey, conference editor and project manager.



SPEAKER BIOGRAPHIES


KEYNOTE SPEAKERS:



Justin Kingsley



Justin Kingsley

Justin Kingsley is a creative artist and entrepreneur. His vocation is to invent the best way of telling the right stories - as an author, strategist, creative director, and photographer. Marketing Magazine has named Justin one of Canada's most creative people. He has turned Star Wars and Indiana Jones into global museum exhibitions, put a McDonald's Restaurant into the side of a mountain at a snowboarding competition, and branded the 2010 Vancouver Olympics with the very first bilingual Games slogan: With Glowing Hearts / Des plus brillants exploits. He also developed the award-winning branding and communications strategies for UFC World Champion Georges St-Pierre, world champion sommelier François Chartier, and comedian Sugar Sammy, two-time recipient of the Olivier of the Year (2013, 2014). The strategy and campaign idea he developed for Adidas at the 2012 London Olympics, titled Take the Stage, won international acclaim and was named best global campaign of the Games. Adidas was voted 2012 UK Brand of the Year. A former Press Secretary in the Prime Minister's Office, he was spokesman for the Right Honourable Paul Martin and was responsible for economic portfolios in the communications directorate of the PMO in 2003-4. He has written two national bestselling books: The Way of the Fight, a New York Times Bestselling look at Georges St-Pierre's life philosophy, and Weology: How Everybody Wins When We Comes Before Me, a book of ideas on leadership in the new millennium.


Dennis Moseley-Williams



Dennis Moseley-Williams

A certified expert in the experience economy, Dennis Moseley-Williams helps organizations understand that customer experience is the predominant economic offering in the world today - as distinct from services as services are from goods. He demonstrates ways in which experiences can be crafted and staged so that they entice, educate, satisfy and transform. Dennis is also the author of Serious Shift: How Experience Staging Can Save Your Practice, a guidebook on how the experience economy can be adapted specifically to the financial services industry. He is founder of Dennis Moseley-Williams Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities.


SESSION SPEAKERS AND PANELLISTS



Mike George



Mike George

Mike George is president and CEO of Trisura. In 2006, Mike realized his long-term dream of starting his own insurance company, and along with Bob Taylor and John Garner founded Trisura. The business is built on the belief that exceptional service, innovative products, and hard work would create a company that brokers would want to do business with and support. Mike is responsible for both the strategic and operational direction and performance of Trisura. He has over 25 years of experience in the industry and after starting his career in corporate banking, became a surety financial analyst in 1988. He went on to join fledgling Wellington Guarantee, which became London Guarantee where he ultimately led the field operations as senior vice-president. Following the sale of London Guarantee to a large multi-national insurer in 2002, Mike stayed on to help with the integration and then left in 2005 to begin work on putting his Trisura dream into reality. Mike has truly worked his way up from the ground floor. He holds a Bachelor of Science from McMaster University and is a member of TEC Canada's CEO forum. Mike is an active supporter of Big Brothers Big Sisters Canada participating on their national Council of Champions.


Matthew Killi



Matthew Killi

Matthew Killi is head of Machine Learning Deployment at the Toronto based AI company DeepLearni.ng. At DeepLearni.ng, he works with business leaders to unlock the latent value in their data assets with the latest machine learning technology. He most recently led in the deployment of a self-learning credit risk model at a global bank, and in the development of an AI engine to process property claims using deep neural network technology. Previously, Killi worked at McKinsey & Company where he worked with multiple Fortune 500 executives to lead transformations in their organizations. He has multiple years of experience working within Financial Services and Advanced Electronics industries and has extensive knowledge of the Aerospace & Defense and Basic Materials industries. He is also the director of Tech North, a partnership between McKinsey and a network of over 50 executives, entrepreneurs, academics and investors striving to develop the Toronto-Waterloo Innovation Corridor. Killi has a PhD is Theoretical Physics from the University of Toronto quantum materials and has spent close to a decade working with advanced analytics.


David Levinson



David Levinson

David Levinson is president, CEO and chief agent for Zurich Canada, overseeing the governance of the Canadian branch of this global organization. He is a member of the North America Commercial Insurance senior leadership team. In this role, he is also responsible for the direction, management and performance of all aspects of the business in Canada. Levinson has been with Zurich for more than 20 years, holding various senior leadership positions at Zurich North America. Previously, he served as regional leader for the West Region in the Commercial Markets unit, where he was responsible for delivering underwriting results, sales execution, and talent management strategies for the Construction, International and Middle Market Commercial Strategic Business Units in the West Region. Prior to joining Zurich, he was a senior manager in Audit Practice at KPMG in the greater New York City area. Levinson earned a Bachelors degree in accounting from the State University of New York at Binghamton. He also holds a Certified Public Accountant designation.


Anita Nowak



Anita Nowak

Dr. Anita Nowak is author of The Empaths Strike Back: Stories of Everyday Heroes Using Empathy to Change the World (in progress) and host of the Empathic Action YouTube channel. She believes empathy is the most positively disruptive force on the planet - but only when it leads to Empathic Action - an idea that informs all her teaching, writing, coaching, consulting and public speaking. In 2014-5, she was director of operations for McGill's Social Learning for Social Impact MOOC (Massive Open Online Course). Prior to that, she served the Desautels Faculty of Management as founding Integrating Director of the Social Economy Initiative (SEI) and was responsible for integrating social entrepreneurship and social innovation into the faculty's teaching, research and outreach. She also advised The J.W. McConnell Family Foundation on RECODE, an initiative to help scale social innovation at colleges and universities across Canada, and the Jeanne Sauvé Foundation on their Public Leadership Program. Nowak has been teaching Introduction to Social Entrepreneurship & Social Innovation at McGill since 2012 and was awarded Professor of the Year by the Desautels Management Undergraduate Society in 2014.


Lynn Roger



Lynn Roger

Lynn Roger is chief transformation officer for BMO Financial Group. She is accountable for overseeing an enterprise-wide effort to change the way we work, ensuring key decisions are made closer to the customer while empowering teams to execute, and delivering on measurable outcomes. She also oversees the new Office of Transformation, which is focused on advancing BMO's culture of efficiency and constant improvement in order to produce a better experience for our customers and employees. A seasoned industry expert, Roger has become a trusted advisor to the bank’s Executive Committee, ensuring BMO is balancing the needs of today with the future strength of the company. Roger joined BMO in 1979 and held a variety of positions in banking operations and Human Resources. In 2006, she was appointed vice-president, Talent Acquisition, Planning and Development. From 2008 to 2010, Roger was vice-president and HR Business Partner for Canadian Personal and Commercial Banking. She was appointed to her role as Chief Talent Officer in 2012. She is a board member of Kids Help Phone, and serves as Chair of the Nominating Committee and holds an MBA, Financial Services from Dalhousie University, and she is a Fellow of the Institute of Canadian Bankers.


Greg Somerville



Greg Somerville

Greg Somerville is president and CEO of Aviva Canada, and has been with the company since 1997. He reports directly to Maurice Tulloch, Chairman, Global General Insurance & Chief Executive Officer, Aviva UK & Ireland General Insurance. Prior to his current role, he led Aviva Canada's Broker Distribution team, responsible for delivering the strategies and business plans of the Aviva Broker Distribution business, as well as Aviva's Surety and Reinsurance operations. Somerville was also executive vice-president, Claims and Reinsurance with Aviva Canada. He was responsible for the technical and strategic direction of Aviva Canada's national claims and reinsurance operations. Prior to joining Aviva, he worked for General Accident, State Farm and Liberty Mutual. He is Chair of the Ontario Committee of the Insurance Bureau of Canada (IBC), a member of the CEO Advisory Committee of the Financial Services Commission of Ontario (FSCO), and a member of the Leadership Council of the Toronto Financial Services Alliance (TFSA). He is a graduate of the University of Waterloo, with a Bachelor of Arts in History.


Rowan Saunders



Rowan Saunders

Rowan Saunders has been the chief executive officer and president at Economical Insurance Group Ltd. since November 01, 2016. Saunders served as the chief executive officer and president at Royal & Sun Alliance Insurance Company of Canada, Inc. from September 2003 until July 27, 2016. He served as president and CEO at Royal & Sun Alliance Canada Group. He also served as president and CEO at Western Assurance Co., Inc. He served as Chairman of the Board at Insurance Bureau of Canada. He serves as a Director at Insurance Bureau of Canada. He has been an Independent Director of Equitable Group Inc. since May 2013. He has been a Director at Equitable Bank since May 2013. He served as a Director at Codan A/S since July 9, 2007 and Royal & Sun Alliance Insurance Company of Canada, Inc. until July 27, 2016. Saunders served as a Director at Codan Forsikring A/S.


Lisa Taylor



Lisa Taylor

Lisa Taylor is a trail blazer intent on challenging outdated career thinking. Her work is focused on the Future of Work and key trends that are impacting workplaces and workforces. As president of Challenge Factory and the Centre for Career Innovation, Lisa offers a dynamic perspective on how demographics, the freelance economy and new market dynamics present organizations and individuals with opportunities to gain strategic advantage. Lisa is the author of Retain and Gain: Career Management for Small Business, a unique playbook published by CERIC and designed for the busy Canadian business owner, as well as a second book to be published by University of Toronto Press (UTP- Rotman imprint) in 2018 with a working title of The Talent Revolution. With an MBA in Strategic Management and Public Administration from the Schulich School of Business at York University, Lisa was a senior consultant with Deloitte and held Practice Lead, National Managing Principal and Global Team roles with Hewlett-Packard (Canada) Co. In 2014, Lisa was recognized by the Urban Land Institute as one of Canada's Top 100 Women for her work in the areas of leadership, employment and city building. In 2015, she was recognized as Canada's Outstanding Career Leader, the highest honour awarded by Career Professionals of Canada. Lisa is a Canadian Special Operations Forces Regiment Association Board Member and a Member, Dean's Advisory Council, The G. Raymond Chang School of Continuing Education at Ryerson University. Lisa is a sought after expert, speaker and columnist - the go-to resource for helping companies recognize and adapt to changing career timelines and demographic composition. Her clients and audiences rely on her invaluable insights and real world know-how. Indeed, Lisa's expertise is widely recognized and regularly cited in the Globe and Mail, Wall Street Journal, Toronto Star, Sun Media and on TV and Radio, including TVO's The Agenda with Steve Paikin, CBC's Doc Zone, Zoomers Media, Rogers and other North American media sources.


Silvy Wright



Silvy Wright

Silvy Wright is the president and CEO of Northbridge, a leading Canadian commercial P&C insurance company. She took the helm of Northbridge in 2011, and successfully oversaw the integration of four companies. Under her leadership, the company profitably grew its market share while strengthening Northbridge's commitment to delivering an exceptional experience to its customers and broker partners. An advocate for innovation in insurance, Wright has made it a priority for her team to think differently and build insurance solutions that meet the needs of customers - both today and tomorrow. Previously, she was the president and CEO of Markel Insurance Company of Canada, where she led her team to build Markel's reputation as the country's leader in Transportation and Logistics insurance. A member of the Fairfax family for more than 23 years, her track record reflects her focus on delivering strong results by taking a long-term, sustainable approach to profitable growth. As a leader, Wright is passionate about creating a culture that inspires trust and respect, and encourages employees to adopt an entrepreneurial spirit and take ownership for the company's success. Recognizing the importance of education, she is a member of the National Campaign Cabinet for Pathways to Education, an organization dedicated to helping youth in low-income communities graduate from high school and successfully transition into post-secondary education. Wright also worked to raise the profile of professional education in insurance in her role as Chair of the Board of Governors for the Insurance Institute of Canada in 2015. She was recognized for her contributions to the Canadian insurance industry with an Honorary Chartered Insurance Professional designation by the Insurance Institute of Canada in 2017. Wright is a Chartered Professional Accountant, and she holds an Honours Bachelor of Arts degree in Economics and Commerce from the University of Toronto.



REGISTER NOW

For more information, contact conference editor, Jennifer Hughey at 705.854.1205

INFORMATION ABOUT OUR SPONSORS



For more information about sponsoring this event, contact Stefanie MacDonald, Associate Group Publisher, Advisor Group.

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