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Becoming Succession Ready

Delegates at the 5th annual Succession Planning Conference learned how to best prepare a succession plan

As the Baby Boom generation is reaching retirement age, many are looking to Generation X for potential successors. But, according to Statistics Canada, GenX is a relatively small population of only 2.8 million people. One of the myriad of challenges Boomers face, therefore, is a shrinking candidate pool to choose from. In the face of this, the demand for informative, practical succession planning advice has perhaps never been greater.

Delegates at this year’s Canadian Insurance Top Broker Succession Planning Conference learned how to combat succession challenges and create the best possible plan. The event took place October 11, 2012, at the Royal York Hotel in Toronto.

See photos from the event

For those who missed the conference, the following speaker presentations can be downloaded below.



Key Considerations for Getting a Deal across the Finish Line & Sustaining Momentum

Colin Clahane, director, broker financial solutions Intact Insurance Company.

Click here for presentation slides. 


How Getting Your Business “Finance Ready” Can Help
with Your Succession Plan

Joe Micallef, CEO, FIRST Insurance Funding of Canada

Click here for presentation slides.


Strategies to Enhance Value

Eric Walker, partner, WFT Corporate Finance & Valuations Ltd.

Click here for presentation slides.


Contracts and Litigation

Steve Borlak, owner/operator, Borlak Law Office;
Stephen Gleave, partner, Hicks Morley;
Allyson Fischer, partner, Hicks Morley

Click here for presentation slides.


Building Your Bench

David McCauley, senior vice-president, Human Resources, Northbridge Financial Corporation

Click here for presentation slides.


Technology at the Forefront

Bernd Heinze, executive director, American Association of Managing General Agents (AAMGA)

Click here for presentation slides.

The November 2012 issue of Canadian Insurance Top Broker will feature full conference coverage, including exclusive details from the keynote address: an interview conducted by Ian Portsmouth, editor of PROFIT Magazine, with Boaz Shilmover, CEO, ARTE Group. Readers will also find coverage of the broker panel, featuring Aaron Nantais, CEO, managing partner, Jones DesLauriers Insurance Management Inc.;
 Larry Later, president and CEO, The CG&B Group Inc.; and Bruce Rabik, chief operating officer, Rogers Insurance Ltd.

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