Agenda

Please note this conference is being held in the Atlantic time zone.

Wednesday, May 14, 2025
7:40 AM - 8:40 AM
Breakfast
 
8:40 AM - 8:50 AM
Opening Remarks from Your Conference Co-Chairs

 

Speakers: 

  • Andrea Stuska, Senior Manager, Environment, Government and Industry Relations, Life and Health, TD Insurance
  • Joelyn Bernard, Chief Risk & Compliance Officer, Blue Cross Life 

 

8:50 AM - 9:20 AM
Tone at The Top

 

As we celebrate the Conference's 25th anniversary hear about key directions for the industry from a leading industry executive.

Speaker:
Bernard Lord, CEO, Medavie Blue Cross 

9:20 AM - 10:20 AM
Chief Compliance Officers Panel

 

A panel of insurance industry Chief Compliance Officers will discuss their key priorities and challenges.

Speakers:

  • Keri Bush, Head of Global Conduct Risk and Chief Compliance Officer, Sun Life Canada
  • Christine Jewell, Vice-President & Chief Compliance Officer, Empire Life 
  • Mylene Sabourin, Avocate, Cheffe de la conformité, Desjardins sécurité financière 
     

Moderator: Hartley Lefton, Partner, McCarthy Tétrault

10:20 AM - 10:40 AM
Refreshment Break
 
10:40 AM - 12:00 PM
Regulatory Perspectives from Across Canada

 

It’s time to hear from a panel of provincial insurance regulators. Our panelists will discuss their regulatory priorities, perspectives on current issues in life and health insurance and where they see our industry headed in the future.  

Panelists:

  • Steve Dowling, Director, Justice and Public Safety, Financial and Consumer Services Division, PEI
  • Huston Loke, Executive Vice-President, Market Conduct, FSRA
  • Mélissa Perreault, Director, Distribution Practices and SROs, AMF
  • Jennifer Sutherland Green, Deputy Director, FCNB

 
Moderator: Laurie LaPalme, Global Insurance Sector Lead, Dentons 

12:00 PM - 1:30 PM
Francophone Luncheon

 

Join an open discussion on current issues in life and health insurance in the province of Quebec.    

Moderators: 

  • Typhaine Letetre, Directrice, Politiques publiques (Québec), ACCAP
  • Vicky Carrier, Directrice – Traitement des plaintes et des insatisfactions, Desjardins
Lunch
 
1:30 PM - 2:10 PM
Federal Regulatory Update

 

Speakers:  

  • Stuart Carruthers, Partner, Stikeman Elliott
  • Eli Monas, Partner, Torys 
2:10 PM - 3:10 PM
Fair Treatment of Customers: how industry is meeting evolving regulator expectations

 

A conversation about developments related to FTC and the industry’s implementation strategy.

Speakers:  

  • Dennis Craig, VP, MGAs and National Accounts, RBC – Chair of the FTC Committee 
  • Amy Gibbons, AVP, Client Impact and Sustainability, Equitable Life 
  • Julie Rochette, Vice-President, Compliance and Risk Management, Individual Insurance, Savings and Retirement, iA

Moderator: Dylan Friedmann, VP Client & Partner Engagement, APEXA

3:10 PM - 3:30 PM
Refreshment Break
 
3:30 PM - 4:30 PM
MGA Regulation

 

Speakers:

  • Swati Agrawal, Director, Life and Health Insurance Companies and National Supervision, FSRA 
  • Lyne Duhaime, Senior Vice-President, Market Conduct Policy and Regulation, CLHIA 
  • Phil Marsillo, President, CAILBA 

Moderator: Donna Spagnolo, Partner, BLG

4:30 PM - 4:35 PM
Closing remarks
 
5:30 PM - 7:00 PM
Welcome Reception

 

Join us for refreshments and networking.

7:00 PM
Enjoy Your Evening in Charlottetown

 

Please make your own reservation.

Thursday, May 15, 2025
6:30 AM
Wellness Walk of the Charlottetown Harbour
 
7:20 AM - 8:20 AM
Breakfast
 
8:20 AM - 8:30 AM
Kick-off Day 2 remarks
 
8:30 AM - 9:30 AM
AI Paves the Path to Transformation for Insurance

 

This session will provide an overview of AI, discuss where it is helpful to insurers, and AI best practices.  

Speaker:
Kimberly Harris-Ferrante, VP and distinguished analyst, Gartner

9:30 AM - 10:15 AM
A Fireside Chat with the CLHIA President

 

Hear about CLHIA’s strategic priorities. 

Speaker:
Stephen Frank, President and CEO, CLHIA

Moderator: Kim Hayes, Global Head of Compliance, Manulife

10:15 AM - 10:35 AM
Refreshment Break
 
10:35 AM - 11:35 AM
Quebec Complaint Handling Regulation – Preparing for Implementation

 

Speakers:

  • Hicham Djab, Director, Supervision—Commercial Practices, AMF
  • Vicky Carrier, Director, Complaint Handling, Desjardins

Moderator: Nathalie Barbosa, Director, Client Advocacy, Sun Life

11:35 AM - 12:20 PM
International Update - IAIS and GFIA

 

Speakers:

  • Swati Agrawal, Director, Life and Health Insurance Companies and National Supervision, FSRA
  • Stephen Frank, President, GFIA
12:20 PM - 12:30 PM
Election of Executives of Compliance and Consumer Complaints
 
12:30 PM - 1:30 PM
Lunch
 
1:30 PM - 2:30 PM
WORKSHOP A1 - Alternative distribution and creditor products offered by banks (Members only)

 

Speakers: 
Karyn Kasperski, Director, Regulatory Initiatives RBC Life  
Anne Yantha, Compliance Manager, OneMain Solutions 

Moderator: John Burns, Chief Compliance Officer, Securian 

 

WORKSHOP A2 - How insurance councils work with stakeholders

 

Join us for an insightful presentation where we delve into the collaborative efforts between insurance councils and industry stakeholders to develop regulation. 

This session will provide a comprehensive overview of how balanced and effective regulatory frameworks are developed, ensuring both public safety and industry growth.
 

Speakers:

  • Amina Deiab, CEO, Alberta Insurance Council
  • Janet Sinclair CEO, Insurance Council of British Columbia
WORKSHOP A3 - TBD
 
2:30 PM - 2:40 PM
Transition Break
 
2:40 PM - 3:40 PM
WORKSHOP B1 - Case Study on vulnerabe consumers with the CSF (session will be in French)

 

The CSF oversees the mandatory continuing education, ethics and discipline of over 34,000 members in Quebec including financial security advisors and group insurance and annuity advisors. In this session the CSF will discuss cases involving vulnerable customers that become complex or lead to complaints and how to use the tools on the CSF website to support advisors in identifying and supporting vulnerable clients.

This session will be held in French.

Speakers:  
Me Julie Dagenais, Syndic, Chambre de la sécurité financière
Me Marie Elaine Farley, President and CEO, Chambre de la sécurité financière

WORKSHOP B2 - Interactive Workshop Case Study with OLHI (members only)


 

Speaker:
Dorothée Beaupré Bernier, Senior Deputy Ombudsman, Ombudservice for Life and Health Insureance (OLHI)

WORKSHOP B3 - Climate Change and Mental Health and the Role of Insurance

 

Building on the UN Environment Programme’s Principles for Sustainable Insurance Initiative Canadian Insurance Industry Task Force Social Thematic Working Group's position paper "Closing the Protection Gap in Canada: A Social Sustainability Framework", this session explores the profound intersection of climate change and mental health and focuses on how the insurance industry can raise awareness of the impacts of climate change on mental health and wellbeing. 

 

Speaker:
Andrea Stuska, Senior Manager, Environment, Government and Industry Relations, Life and Health, TD Insurance  

3:40 PM - 4:00 PM
Refreshment Break
 
4:00 PM - 5:00 PM
TBD

 

Speaker:

Heather Moyse

5:00 PM - 5:10 PM
Closing remarks
 
6:15 PM - 10:00 PM
Special Event at Peake’s Quay

 

Reception: 6:15pm-7:00pm
Dinner and Networking: 7:00pm-10 pm

Friday, May 16, 2025
7:30 AM - 8:25 AM
Breakfast
 
8:25 AM - 8:30 AM
Kick-off Day 3 remarks
 
8:30 AM - 9:15 AM
A TPA Insolvency

 

The TruStar Story: What Happened, and could it happen on the life side? What role could compliance have played to change the outcome?   


Speakers:

  • Jill McCutcheon, Partner, Torys 
  • Melissa Prado, Partner, Torys
9:15 AM - 10:15 AM
TBD
 
10:15 AM - 10:35 AM
Refreshment Break
 
10:35 AM - 11:20 AM
Seg fund market conduct reforms

 

Speakers:

  • Grant Spears, Risk & Compliance Oversight Business Partner for Individual Wealth, Insurance and Distribution, Canada Life 
  • Hande Bilhan, Principal Advisor, Government and Regulatory Affairs, Primerica Financial Service (Canada)
11:20 AM - 11:30 AM
Conference Closing Remarks

 


Speakers: 

  • Andrea Stuska, Senior Manager, Environment, Government and Industry Relations, Life and Health, TD Insurance
  • Joelyn  Bernard, Chief Risk & Compliance Officer, Blue Cross Life