Agenda

All sessions will be held at the hotel and conducted in English. Simultaneous French translation will be provided for plenary and workshop sessions. 

The agenda is subject to change. Speaker details and session descriptions will be updated as they are confirmed.

Wednesday, May 13, 2026
7:30 AM - 8:30 AM
Breakfast
 
Matterhorn AB
7:30 AM - 4:30 PM
Registration and information desk open

Check in and pick up your badge.

Foyer
8:30 AM - 8:40 AM
Opening Remarks from Your Conference Co-Chairs

 

Welcome to Saint-Sauveur and the CLHIA Compliance and Consumer Complaints Annual Conference!

Join the Conference Co-Chairs as they kick-off the conference.

Everest AB
8:40 AM - 9:10 AM
Tone at The Top
 
Everest AB
9:10 AM - 10:10 AM
Chief Compliance Officers Panel

 

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

Everest AB
10:10 AM - 10:30 AM
Refreshment Break
 
Foyer
10:30 AM - 11:30 AM
MGA Regulation and Licensing: A Discussion of Developments Across Canada
 
Everest AB
11:30 AM - 12:10 PM
Comparing and Contrasting Insurance and Securities Regulation

 

This session will compare and contrast securities and insurance regulatory approaches. Hear about lessons learned from the securities industry, what to include and what to leave behind.

Everest AB
12:10 PM - 1:30 PM
Lunch
 
Matterhorn AB
Francophone Luncheon

 

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

 

Matterhorn C
1:30 PM - 2:15 PM
Federal Regulatory Update/ OSFI Update

 

This session will provide an update on federal developments affecting our industry. They will discuss the expectations of our main federal regulator, OSFI, and will briefly touch on changes to federal legislation and regulation.

 

Everest AB
2:15 PM - 2:25 PM
Transition Break
 
 
2:25 PM - 3:25 PM
Workshop A1 - Fair Treatment of Customers: Responding to Regulatory Exercises (members only)

 

In recent years, insurers have undergone supervisory reviews and responded to ad hoc questionnaires and surveys (in addition to the Annual Statement on Market Conduct) as regulators assess compliance with FTC expectations. Join our speakers for a conversation about how they have approached recent regulatory exercises and the lessons they have learned.

Everest AB
Workshop A2 - What's new in GRS? Qc VPLA and Unclaimed Property updates


Join Maria-Gilda and Marie-Chantal for a discussion on the new VPLA legislation and regulation in Quebec and recent developments on unclaimed property for group retirement plans.  

Matterhorn C
Workshop A3 - Quebec Complaint Handling Regulation (Members only)

 

The Autorité des marchés financiers (AMF) Regulation respecting complaint processing and dispute resolution in the financial sector came into force on July 1, 2025. Join us to learn about troubleshooting implementation challenges.

Chamonix AB
3:25 PM - 3:40 PM
Refreshment Break
 
Foyer
3:40 PM - 4:40 PM
Connecting Through Humour – Keynote by Kate Davis

 

Hear from international keynote speaker Kate Davis who blends comedy and science to reframe stress, strengthen connection, and build resilience. Read bio.

Speaker:
Kate Davis, Comedian

Everest AB
4:40 PM - 4:45 PM
Closing Remarks
 
Everest AB
5:30 PM - 7:00 PM
Welcome Reception

 

Join us for refreshments and networking

 

Foyer
7:00 PM - 10:00 PM
Enjoy your evening in Saint Sauveur

Please make your own reservation

 
Thursday, May 14, 2026
6:30 AM - 7:30 AM
Wellness Walk in Saint-Sauveur (cancelled)

Meet in the hotel lobby 

 
7:40 AM - 8:40 AM
Breakfast
 
Matterhorn AB
7:40 AM - 3:40 PM
Registration and information desk open

Check in and pick up your badge.

Foyer
8:40 AM - 8:45 AM
Kick-off Day 2 remarks
 
Everest AB
8:45 AM - 9:30 AM
Turning AI risk into Managed Compliance

 

This session will canvass how companies manage model risk including generative AI as part of underwriting, and how they manage business partnerships in the regulatory environment. 

Everest AB
9:30 AM - 10:00 AM
A Fireside Chat on CLHIA Priorities

 

Hear about the CLHIA’s strategic priorities.

Everest AB
10:00 AM - 10:30 AM
Refreshment Break
 
Foyer
10:30 AM - 11:30 AM
Insurance Councils New Developments
 
Everest AB
11:30 AM - 12:10 PM
Legal Privilege and How it Interacts with Compliance

 

Questions surrounding legal privilege, and how to effectively protect and maintain it, continue to challenge Insurers’ compliance function.  This challenge is further complicated when regulatory requirements or litigation proceedings threaten to encroach upon communications or documents over which an Insurer claims privilege.  In this session, we identify key elements of various privileges, and present practical scenarios which demonstrate how the intersection of privilege and regulatory compliance must be carefully managed.  

Everest AB
12:10 PM - 12:15 PM
Election of Executives of Compliance and Consumer Complaints
 
Everest AB
12:15 PM - 1:30 PM
Lunch
 
Matterhorn AB
1:30 PM - 2:30 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.

 

Everest AB
2:30 PM - 2:40 PM
Transition Break
 
 
2:40 PM - 3:40 PM
Workshop B1 - CLHIA Policy Update: National Pharmacare, Healthcare Strategy, Reducing Physician Administrative Burden


Join Sheila in a whirlwind tour of recent health and disability developments and the impact these have on consumers.  Sheila will update the group on CLHIA’s efforts in healthcare, reducing physician administrative burden, pharmacare,  as well as changes to auto and travel insurance affecting our industry. 

 

Matterhorn C
Workshop B2 - Workshop with OLHI (Members only)


An interactive workshop introducing the updated CCIR Cooperation and Oversight Framework in two parts: a conversation exploring key aspects of the updated framework, followed by a practical case study exercise. Participants will examine how the principle of fairness applies in practice using a real OLHI case to analyze key issues and share perspectives.

Everest AB
Workshop B3 - Oversight: What does Onboarding, Contracting, Audits and Terminations of MGAs, Agents and other Third Parties look like given the current regulatory framework in Canada.
 
Chamonix AB
3:40 PM - 4:00 PM
Refreshment Break
 
Foyer
4:00 PM - 5:00 PM
Women’s Health – Challenges and Opportunities
 
Everest AB
5:00 PM - 5:05 PM
Wrap-up
 
Everest AB
6:30 PM - 10:00 PM
Special Event


Enjoy a captivating evening at Chantel et Tony’s at the Balmoral Golf Club, featuring terrace cocktails, a three course dinner, and live music by Nino, whose talent promises an energetic and memorable night.

 
Friday, May 15, 2026
7:25 AM - 8:25 AM
Breakfast
 
Matterhorn AB
7:25 AM - 10:00 AM
Registration and information desk open

Check in and pick up your badge.

Foyer
8:25 AM - 8:30 AM
Kick-off Day 3 Remarks
 
Everest AB
8:30 AM - 9:15 AM
AI-Generated Complaints – Emerging Risks and Compliance Strategies


AI-generated complaints are no longer a hypothetical — they are arriving in insurers' inboxes today, and their volume and sophistication will only accelerate. This dynamic, interactive session equips compliance professionals with the practical frameworks they need to identify, respond to, and manage AI-generated complaints while meeting their regulatory obligations.

Everest AB
9:15 AM - 10:00 AM
AML in Life Insurance: Layered Risk, Rising Enforcement


In banking, the laundering risk is at the door. In life insurance, it is in the layers: laundering happens deeper in the policy lifecycle, through cash-value products, top-ups, third-party payments and early surrenders. The regulatory framework around that risk has just been rewritten more thoroughly than at any point since the PCMLTFA was enacted: Bill C-2 multiplied AMP ceilings by forty, a new Financial Crimes Agency will replace the RCMP as lead investigator, and the FATF Mutual Evaluation lands in June. This session walks through the schemes that matter, the obligations that have shifted, the red flags examiners are prioritizing, and where the next wave of enforcement will land.

Everest AB
10:00 AM - 10:20 AM
Refreshment Break
 
Foyer
10:20 AM - 11:05 AM
Quebec Political Update and Compliance Implications


This session offers an overview of Quebec’s political landscape and what it means for insurance compliance. In a moderated fireside chat, speakers will discuss how Quebec’s political context shapes regulatory outcomes. The conversation will also highlight how Government Relations and Compliance can partner to assess impacts, support advocacy, and navigate uncertainty ahead of the next election.

Everest AB
11:05 AM - 11:15 AM
Conference Closing Remarks
 
Everest AB
12:00 PM - 1:30 PM
Airport Shuttle #1

Registration is required

To reserve a spot for the provided shuttles, please indicate in your registration. Learn more.

 
2:00 PM - 3:30 PM
Airport Shuttle # 2

Registration is required

To reserve a spot for the provided shuttles, please indicate in your registration. Learn more.