Becoming Succession Ready
Delegates at the 5th annual Succession Planning Conference learned how to best prepare a succession plan
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.
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.
How Getting Your Business “Finance Ready” Can Help with Your Succession Plan
Joe Micallef, CEO, FIRST Insurance Funding of Canada
Strategies to Enhance Value
Eric Walker, partner, WFT Corporate Finance & Valuations Ltd.
Contracts and Litigation
Steve Borlak, owner/operator, Borlak Law Office; Stephen Gleave, partner, Hicks Morley; Allyson Fischer, partner, Hicks Morley
Building Your Bench
David McCauley, senior vice-president, Human Resources, Northbridge Financial Corporation
Technology at the Forefront
Bernd Heinze, executive director, American Association of Managing General Agents (AAMGA)
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.