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
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
Kate Walker, Senior Legal Counsel, Lead: Market Conduct and Anti-fraud, CLHIA

Rustico/Tracadie (Plenary)
10:00 AM - 10:30 AM
The Industry in Turbulent Times
 
Rustico/Tracadie (Plenary)
10:30 AM - 11:45 AM
Mastering Commercial Contracts: Best Practices and Risk Mitigation for In-House Counsel
 
Rustico/Tracadie (Plenary)
11:45 AM - 11:50 AM
Report from Nominating Committee

 

Speaker:
Gillian Purvis, General Counsel, Empire Life, 
Chair of the Nominating Committee

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
 
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.


In this engaging keynote, attendees will discover how enhancing emotional
intelligence (EQ) can transform professional and personal effectiveness, including our ability to navigate complex workplace dynamics. Corina will share tools and techniques to bolster emotional intelligence when navigating stress, difficult conversations, and other work-related challenges. Attendees will walk away with actionable strategies and skills they need to THRIVE in their careers.


Speaker: Corina Walsh, President, Shift People Development

Rustico/Tracadie (Plenary)
2:20 PM - 3:15 PM
Sandbox Sessions

Practical applications of EQ to improve your daily work life

Facilitators: Gadhi Cruz, Jody Hecht, Olga Matyash, Stephanie Neate, Jacques Waite, Kate Walker

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
Host:
Jody Hecht, Special Advisor & Senior Counsel, Litigation, The Canada Life Assurance Company

Rustico/Tracadie (Plenary)
9:00 AM - 10:00 AM
A Maritime Perspective: how the industry can build better bridges with regulators
 
Rustico/Tracadie (Plenary)
10:00 AM - 10:40 AM
Federal Regulatory Update: Navigating OSFI’s New Playbook – Risk, Resilience, and Readiness
 
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. 

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.

Rustico/Tracadie (Plenary)
A3-Proposed New Ontario Rules of Civil Procedure & Synergies in Quebec
 
Montaque/Souris
2:30 PM - 2:40 PM
Transition Break

 

 

 
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.

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

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
 
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. 

 

Montaque/Souris
6:15 PM - 10:00 PM
Special Event at Peake’s Quay


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

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:
Jody Hecht, Special Advisor & Senior Counsel, Litigation, The Canada Life Assurance Company

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.

 

Rustico/Tracadie (Plenary)
9:30 AM - 10:30 AM
Sea–to-Sea Caselaw Update
 
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)