Agenda

The conference officially kicks off the morning of Wednesday October 7th, 2026 and will conclude before noon on Friday October 9th 2026.  

We're working hard to develop a great program. Below is a draft agenda and more session details will be coming soon.

All sessions will be held at the hotel and conducted in English. 

Wednesday, October 7, 2026
7:45 AM - 2:00 PMRegistration & Information desk open for badge pick-up 
8:00 AM - 9:00 AMBreakfast 
9:00 AM - 9:15 AMWelcome Remarks

Speakers:
Gadhi Cruz, Senior Legal Counsel & Canada Location Head, Senior Vice President, Group Operations, Legal & Compliance, Swiss Reinsurance Company Ltd, Canadian Branch;
2025-2026 Chair Legal Annual Meeting Advisory Council
Kate Walker, Senior Legal Counsel, Lead: Market Conduct & Anti-Fraud, CLHIA

9:15 AM - 9:45 AMTone from the Top: a conversation about CLHIA’s priorities

This session will explore CLHIA’s current advocacy focus, and the challenges and opportunities facing insurers in a rapidly evolving environment.
The conversation will include a special video message from Stephen Frank, President and CEO of CLHIA.

Speakers:
Giulia Ahmadi, Vice President & General Counsel, CLHIA
Gadhi Cruz, Senior Legal Counsel & Canada Location Head, Senior Vice President, Group Operations, Legal & Compliance, Swiss Reinsurance Company Ltd, Canadian Branch

9:45 AM - 10:25 AMFraud on the Horizon: Emerging Schemes and Strategies to Combat Them

Speaker:
Frédéric Plamondon, Norton Rose Fulbright Canada LLP

10:25 AM - 10:45 AMNetworking Break 
10:45 AM - 11:30 AMWestern Regulators’ Panel

Speakers (TBC)

Moderator: Meaghan Obee Tower, Partner, Stikeman Elliott LLP

11:30 AM - 12:00 PMThe CLHIA as Intervenor

Speakers:
Laurie Livingston, Partner, Dentons
Kate Walker, Senior Legal Counsel, Lead: Market Conduct & Anti-Fraud, CLHIA

12:00 PM - 1:00 PMLunch 
1:00 PM - 2:00 PMBeyond Awareness: Putting GenAI to Work in Insurance Legal

Speaker:
Matthew Maslow, Director, Innovation & Navigate Leader, eDiscovery, Legal Project Solutions, Deloitte.

2:15 PM - 5:00 PMCultural and Educational Experience at Wanuskewin Heritage Park

This off-site session combines professional development with cultural learning and reflection. Attendees will hear from Marilyn Poitras, lawyer, negotiator, professor, film producer, and most importantly a community builder. During this talk, Marilyn will explore themes of connection, leadership, and the evolving relationship between law, community, and reconciliation.

The program continues with guided tours of Wanuskewin Heritage Park, where participants will learn about the history, cultures, and perspectives of Indigenous Peoples of the Northern Plains. Together, these experiences provide valuable context for understanding the broader social and cultural environment in which legal and policy decisions are made today.

3pm-4pm Connecting with Indigenous Peoples with Professionalism Speaker:
Marilyn Poitras, Ethical Space Designer, Public Speaker, Positive Deviant

6:00 PM - 7:00 PMCocktail Reception 
7:00 PM - 10:00 PMEnjoy your evening in Saskatoon

Please make your own reservation.

Thursday, October 8, 2026
7:30 AM - 4:00 PMRegistration & Information desk open for badge pick-up 
7:40 AM - 8:40 AMBreakfast 
8:40 AM - 9:00 AMKick-off Day 2

Sponsor Prize draws

9:00 AM - 10:00 AMResponding to Change: Practical Perspectives from General Counsel in Two Parts

Panel 1
Speakers:
Lynne Chlala, General Counsel and Chief Compliance Officer, Blue Cross Life Insurance Company of Canda
Isabelle Durand, Senior Vice President and Head of Legal Services, Procurement & Data Governance, Industrial Alliance
Sloane Litchen, SVP & General Counsel, Sun Life

Moderator: Jacques Waite, Corporate Director, Litigation, Industrial Alliance


Panel 2
Giulia Ahmadi, Vice-President & General Counsel, CLHIA
Lynne Chlala, General Counsel and Chief Compliance Officer, Blue Cross Life Insurance Company of Canada
Speaker (TBC)

Moderator: Jacques Waite, Corporate Director, Litigation, Industrial Alliance

10:00 AM - 10:45 AMFederal Regulatory Update

Speakers:
Eli Monas, Partner, Torys LLP
Melissa Prado, Partner, Gowling WLG

10:45 AM - 11:05 AMNetworking Break 
11:05 AM - 11:50 AMPartnering with Legal: Insights from Business Leaders

Speakers:
Brent McNicol, AVP, Field Leader Effectiveness, SLFD, Sun Life
Jonathan Turner, Senior Vice President and Chief Financial Officer, Swiss Reinsurance Company Ltd.
Laura Wallace, Sr. Manager, Fraud Risk Management, Manulife


Moderator: David Grad, EVP, General Counsel and Corporate Secretary, Chief Compliance Officer and Ombudsman, Primerica Life Insurance Company of Canada

11:50 AM - 12:00 PMReport from the Nominating Committee 
12:00 PM - 1:30 PMLunch 
1:30 PM - 2:30 PMA1 - Litigation Strategy for Delisting Service Providers

Speakers:
Anne-Marie Levesque, AVP & Senior Counsel, Litigation, Sun Life
Laura Wallace, Sr. Manager, Fraud Risk Management, Manulife

1:30 PM - 2:30 PMA2 - Pension and Group Retirement Plans: Key Legal and Regulatory Updates

Speakers:
Kristen Doyle, Senior Counsel, Manulife
Michael Wolpert, Partner, Fasken Martineau DuMoulin LLP

1:30 PM - 2:30 PMA3 - The Changing AML Landscape: New Rules, Rising Penalties and Regulatory Expectations

Speakers:
Shawna Sykes, VP, Compliance and Chief Compliance Officer Enterprise Compliance, The Co-operators Group Limited
Cindy Zhang, Lawyer, McCarthy Tétrault

2:30 PM - 2:40 PMTransition Break 
2:40 PM - 3:40 PMB1 - Litigation by Email

Speakers:
Ross McGowan, Partner, Borden Ladner Gervais LLP
Zev Smith, Partner, Borden Ladner Gervais LLP

2:40 PM - 3:40 PMB2 - Segregated Funds at a Crossroad: Market Conduct, Distribution and Oversight

Speakers:
Donna Spagnolo, Partner, Borden Ladner Gervais LLP
Cindy Zhang, Lawyer, McCarthy Tétrault
Speaker (TBC)

2:40 PM - 3:40 PMB3 - Privacy Laws Are on the Move in Canada

Speakers:
Marc-André Chartrand, Senior Counsel, Litigation, Law Department, Canada Life
Speaker (TBC)

3:40 PM - 3:50 PMTransition Break 
3:50 PM - 4:50 PMC1 - ON New Rules of Civil Procedure: is there an opportunity to create a new collaborative pre-litigation process for early settlement?

Speaker:
Beard Winter LLP - speaker TBC
Speaker: TBC

3:50 PM - 4:50 PMC2 - Reinsurance Demystified: Purpose, Value and Business Impact

Speakers:
Gadhi Cruz, Senior Legal Counsel & Canada Location Head, Senior Vice President, Group Operations, Legal & Compliance, Swiss Reinsurance Company Ltd, Canadian Branch
Gord Goodman, Partner, Cassels Brock and Blackwell LLP
Colin Simpson, EVP, Chief Legal Officer & Corporate Secretary, Equitable 

3:50 PM - 4:50 PMC3 - Fraud Schemes in the Distribution of Life & Health Insurance: What you need to know and what you can do to help prevent it

Speakers:
Roisin Hutchison, Partner, Walker Sorensen LLP
Speaker (TBC)

6:00 PM - 10:00 PMSpecial Event

Connect with colleagues from across the industry during an evening of networking, great food and fun at the Marquis Hall Events Centre on the University of Saskatchewan campus.

Friday, October 9, 2026
7:30 AM - 10:50 AMRegistration & Information desk open for badge pick-up 
7:40 AM - 8:40 AMBreakfast 
8:40 AM - 8:45 AMKick-off Day 3 
8:45 AM - 9:45 AMSea-to-Sea Caselaw Update

Speakers:
Pascale Caron, Lawyer, Donati Maisonneuve
Sandra Hawes, Partner, Miller Thomson, LLP
Jason Larsen, Senior Counsel, Litigation, Law Department, Canada Life

Moderator: David Fenicky, Partner, Davies Howe LLP

9:45 AM - 10:30 AMProvincial Regulatory Update

Speakers:
Koker Christensen, Partner, Fasken Martineau DuMoulin LLP
Felicia Yifan Jin, Lawyer, Blake, Cassels & Graydon LLP

10:30 AM - 10:50 AMNetworking Break 
10:50 AM - 11:35 AMVulnerable Clients

Speakers:
Alida Brydon, Senior Counsel, Retail Advice & Solutions, Sun Life 
Madchen Funk, Senior Legal Counsel & Advisory, Equitable Life 
Speaker: TBC

11:35 AM - 11:45 AMConference Closing Remarks

Speaker:
Jacques Waite, Corporate Director, Litigation, Industrial Alliance, 2026-2027 Chair Legal Annual Meeting Advisory Council