Agenda
The conference officially kicks off the morning of Wednesday, September 10, 2025 and will conclude before noon on Friday, September 12, 2025. We're excited to bring a conference program that provides you with insightful speakers and informative sessions.
The current agenda reflects our planned sessions and speakers, but is still subject to updates.
All sessions will be held at the hotel.
Wednesday, September 10, 2025 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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7:30 AM - 4:00 PM | Registration & Information desk open for badge pick-up Convention Centre Foyer | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:00 AM - 9:00 AM | Guided walking tours (pre-registration required) Meeting point is hotel lobby | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
9:45 AM - 10:00 AM | Welcome Remarks Hosts: Jody Hecht, Special Advisor & Senior Counsel, Litigation, The Canada Life Assurance Company Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:00 AM - 10:30 AM | The Industry in Turbulent Times Speaker: Jody Hecht, Special Advisor & Senior Counsel, Litigation, The Canada Life Assurance Company Speaker: Blair Stransky, VP, Government & Public Affairs, CLHIA Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:30 AM - 11:45 AM | Mastering Commercial Contracts: Best Practices and Risk Mitigation for In-House Counsel Speaker: Laurie LaPalme, Partner, Dentons Canada LLP Speaker: Barbara Walancik-Hatch, Counsel, Dentons Canada LLP Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:45 AM - 11:50 AM | Report from Nominating Committee
Speaker: Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:50 AM - 1:00 PM | Lunch Malpeque | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:00 PM - 1:45 PM | AI in Action: Practical Insights and Risk Management for Insurance Counsel Speaker: Charlotte Henderson, Associate & Trademark Agent, Stewart McKelvey Speaker: Hilary Newman, Senior Associate, Stewart McKelvey Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:45 PM - 2:15 PM | The EQ Edge: Leveraging Emotional Intelligence to Foster Resilience and Connection What if the key to performing at our best while remaining resilient lies in harnessing the power of our emotions? Corina Walsh, a Certified Professional Coach and Emotional Intelligence Assessor, has helped hundreds of professionals overcome internal challenges including stress and uncertainty that impact performance and relationships at work.
Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:20 PM - 3:15 PM | Sandbox Sessions Practical applications of EQ to improve your daily work life Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:15 PM - 3:35 PM | Networking break Foyer | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:35 PM - 4:05 PM | The EQ Edge: Conclusions Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4:05 PM - 4:10 PM | Closing remarks Host: Jacques Waite, Corporate Director, Litigation, iA Financial Group Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5:30 PM - 7:00 PM | Welcome Reception Summerside/Tignish | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
7:00 PM | Enjoy your evening in Charlottetown Please make your own reservation. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Thursday, September 11, 2025 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
7:50 AM - 8:50 AM | Breakfast Malpeque | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:50 AM - 9:00 AM | Kick-off Day2 remarks Icebreaker Challenge – Prize draws Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
9:00 AM - 10:00 AM | A Maritime Perspective: how the industry can build better bridges with regulators Remote Speaker: Ron Dauphinee, Executive Director, Regulatory Affairs, Nova Scotia Office of Service Efficiency Speaker: Steve Dowling, Director, Financial and Consumer Services, Government of PEI Speaker: Jennifer Sutherland Green, Director & Senior Legal Counsel, Insurance, Financial and Consumer Services Commission of New Brunswick Moderator: Meaghan Obee Tower, Partner, Stikeman Elliott LLP Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:00 AM - 10:40 AM | Federal Regulatory Update: Navigating OSFI’s New Playbook – Risk, Resilience, and Readiness Speaker: Koker Christensen, Lawyer, Fasken Speaker: Bonny Murray, Partner, Blake, Cassels & Graydon LLP Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:40 AM - 11:00 AM | Networking break Foyer | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:00 AM - 12:00 PM | To Appeal or Not to Appeal: The complexities and strategies for appeals from the perspective of former judges and in-house counsel This panel will explore the complexities and strategies of appeals from the perspective of in house counsel and judges, including when to appeal a decision or how to respond to an appeal, when and how to retain appellate counsel or a former judge to assist, and how to prepare for your appeal. Speaker: Thomas Cromwell, Senior Counsel, Borden Ladner Gervais LLP Speaker: Dennis O'Connor, Senior Counsel, Borden Ladner Gervais LLP Speaker: Valérie Quintal, Vice President & Associate General Counsel, Litigation, Disputes and Advisory, Sun Life Assurance Company of Canada Moderator: Ian Matthews, Partner, Borden Ladner Gervais LLP Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:00 PM - 1:30 PM | Lunch Malpeque | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:30 PM - 2:30 PM | A1-Patient steering? Margin squeezing? Competition issues in arrangements between non-competitors In this session, we discuss competition issues that may arise from arrangements between non-competitors, including case studies of recent developments in the insurance space and practical considerations for new partnerships. Summerside/Tignish | A2-Beneficiary Designations: When Good Forms Go Bad and Lawyers Go Gray This session will provide an overview of beneficiary designation principles and then focus on real-life cases that may have more questions than answers! In this workshop format, we’ll discuss challenging beneficiary scenarios that insurers grapple with day-to-day. Speaker: Lori Duffy, Counsel, McCarthy Tetrault LLP Speaker: Colin Simpson, EVP, Chief Legal Officer, Equitable Rustico/Tracadie (Plenary) | A3-Proposed New Ontario Rules of Civil Procedure & Synergies in Quebec Speaker: Marie-Claude Cantin, Partner, Lavery Speaker: Jennifer Carter, Senior Principal Legal Counsel, iA Financial Group Speaker: Chris Horkins, Partner, Cassels Montaque/Souris | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:30 PM - 2:40 PM | Transition Break
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2:40 PM - 3:40 PM | B1-Private Pension Plans: Navigating Today’s Legal Challenges During this session, panelists will discuss recent developments affecting the private pension plan sector, including new CAPSA guidelines, FSRA’s guidance on pension plan amendments, and certain hot topics in Quebec such as unclaimed property management, personal information protection, and French language. The panelists will share their insights on the impact of these developments and practical guidance for pension plan sponsors and administrators as well as their service providers. Speaker: Catherine Gagné, Partner, Blake, Cassels & Graydon LLP Speaker: Caroline Helbronner, Partner, Blake, Cassels & Graydon LLP Speaker: Stephanie Neate, Senior Counsel, Manulife Montaque/Souris | B2-Expert Edge: Winning strategies in Insurance Litigation Explore evolving case law, strategic expert retention, and emerging procedural trends shaping the use of expert evidence in insurance trials. Our dynamic panel will share their insights followed by open Q&A Speaker: Blair Anderson, Assistant Vice President & Associate Chief Counsel, Complex Litigation - Canadian Division, Manulife Speaker: Rebecca Grima, Assistant Vice President & Trial Counsel, The Canada Life Assurance Company Speaker: Tracey Hamilton, Senior Litigation Counsel, Beneva Speaker: Patricia Olyslager, Partner, Parlee McLaws LLP Summerside/Tignish | B3-Shifting Exposure in a World of AI Powered Fraud Artificial Intelligence is becoming embedded in the insurance industry as carriers explore ways to implement emerging technology with the aim of making substantial efficiency gains. Yet there are two sides to every coin. AI also generates new exposures for insurers as bad actors learn how to wield AI to carry out fraud. Attendees will learn how AI is reshaping known fraud schemes and how investigations will need to evolve and adapt to the changing landscape. Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:40 PM - 3:50 PM | Transition Break | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:50 PM - 4:50 PM | C1-Group Benefits Issues Speaker: Cindy Govedaris, Assistant Vice President and Managing Counsel, Central Law - Group & CXO, Sun Life Assurance Company of Canada Speaker: Jill McCutcheon, Partner, Torys LLP Summerside/Tignish | C2-Where are we now? An update on damages post-Baker In this workshop, the speakers will discuss what kind of damages Plaintiffs have been seeking since Baker, the degree to which those damages are a focal point of litigation, and how they are dealt with during settlement negotiations/mediations.
Speaker: Michael Canning, Partner Life and Health Group, Beard Winter LLP Speaker: Colleen Arsenault, Partner, Beard Winter LLP Montaque/Souris | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
6:15 PM - 10:00 PM | Special Event at Peake’s Quay
Special event sponsor and opening remarks: Janet Clark, Partner, Stewart McKelvey Sponsored by | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Friday, September 12, 2025 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
7:40 AM - 8:40 AM | Breakfast Malpeque | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:40 AM - 8:45 AM | Kick-off Day 3 remarks Host: Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:45 AM - 9:30 AM | Modern Law Department: Balancing Risk, Resources, and Results In-house legal departments are increasingly expected to deliver more with fewer resources, all while navigating complex regulatory landscapes, rising business demands, and rapid technological change. This plenary brings together the heads of the legal departments from three life insurance companies and a leading reinsurance company to share their insights and strategies for navigating today’s challenges. Topics include legal budgets and resource constraints, legal workload and operational efficiencies, building business partnerships and structuring legal teams. Whether you're part of a large department or a small team, this session offers insights and tips relevant to all in-house counsel.
Speaker: Neil Blue, Associate General Counsel & CCO, BMO Life Assurance Speaker: Gillian Purvis, General Counsel, The Empire Life Insurance Company Speaker: Colin Simpson, EVP, Chief Legal Officer, Equitable Moderator: Gadhi Cruz, Senior Vice President, Senior Legal Counsel & Canada Location Head, Swiss Re Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
9:30 AM - 10:30 AM | Sea–to-Sea Caselaw Update Speaker: David Fenicky, Partner / Mediator, Davies Howe LLP Speaker: Sandra Hawes, KC, Partner, Miller Thomson LLP Speaker: Marie-Michele Turbide, Director, iA Auto, Legal Services, iA Financial Group Moderator: Rebecca Grima, Assistant Vice President & Trial Counsel, The Canada Life Assurance Company Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:30 AM - 10:45 AM | Networking Break Foyer | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:45 AM - 11:30 AM | ADHD and the Practice of Law Rustico/Tracadie (Plenary) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:30 AM - 11:45 AM | Conference Closing Remarks Speaker: Gadhi Cruz, Senior Vice President, Senior Legal Counsel, Swiss Re, Chair of the 2025-2026 Legal Section Executive Committee Rustico/Tracadie (Plenary) |