THANKS FOR TAKING PART IN SPECIALTY INSURANCE SUMMIT 2023

Missed this year’s event? Register your interest to participate in the next Specialty Insurance Summit
April 27, 2023 | ARCADIAN LOFT TORONTO
#IBCSpecialtyInsurance
This program has been approved for 4 hours of CPD credits through RIBO Continuing Education Accreditation

ABOUT


We’re bringing together the biggest names in insurance to share their secrets to success and update you on the specialty insurance landscape at the first ever Specialty Insurance Summit.

From growing your business in a time of economic upheaval, to mastering cyber crime insurance and managing catastrophe coverage, we’re giving you the tools you need to overcome your challenges and make the most of your opportunities.

Get direct access to 20+ MGAs, network, build lasting business relationships, and develop actionable strategies for the year ahead.

Don’t fall behind your competition – join us and be part of a one of a kind conversation.

Why attend?

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    Get first-hand insights from some of Canada’s top brokers – discover their secrets to success, learn about the most recent industry developments, and explore what it all means for you

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    Find out how you can overcome a new set of emerging specialty risks and look into the latest product offerings and services

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    Stay on top of changing consumer demands and get ahead of your competition with the latest digital solutions

  • Bytesize Portfolio Icon

    Network with hundreds of insurance industry leaders face-to-face in an expo format

2023 SPEAKERS


Paul Croft
Paul Croft

Chief Operating Officer – Canada
Aon

Matthew Studley
Matthew Studley

Executive Vice President
Hub International Canada

Nicole Seymour
Nicole Seymour

Chief Regulatory and Compliance Officer, Canada
Lloyd’s Canada

David Leadbetter
David Leadbetter

President & CEO
Avail Group Of Companies

Joshua Krenus
Joshua Krenus

President & CEO
Alteri Insurance

Jonathan  Weekes, CRISC
Jonathan Weekes, CRISC

SVP, Cyber Practice Leader
Hub International Canada

Aneeza Ahmad
Aneeza Ahmad

Marketing Manager
K A S E Insurance

Shani Briffa
Shani Briffa

Assistant General Counsel, Chief Compliance Officer; Director Government Relations
Marsh & McLennan Canada

Loren Gardiner
Loren Gardiner

Vice President, National Commercial Insurance,
BrokerLink

Jessica Harper
Jessica Harper

Director, Policy, Licensing, & Standards
Registered Insurance Brokers of Ontario (RIBO)

Simon Hlywa
Simon Hlywa

President
Calefy Inc.

Melanie Hoad
Melanie Hoad

VP, Head of Legal and Compliance, Canada
CNA Canada

Mohamed Jama
Mohamed Jama

Vice President, the Hull Division
Jones DesLauriers Insurance Management Inc.

Fady Kamel CIP, CRM
Fady Kamel CIP, CRM

Managing Partner
All-Risks Insurance Brokers Limited- Erin Mills

Stanislav Kojokin
Stanislav Kojokin

CEO
KASE Insurance

Kevin Lea
Kevin Lea

President
Fuse Insurance Ltd.

Michael Loeters
Michael Loeters

Senior Vice President – Commercial Insurance
PROLINK

Michael McLachlan
Michael McLachlan

President
Trinity Underwriting

Josh Pillsbury
Josh Pillsbury

Managing Partner
Summit Commercial Solutions

Richard Zehr
Richard Zehr

President
Zehr Insurance Brokers Limited

2023 AGENDA


  • Registration & Expo Hall Opens
  • Opening remarks from the Chairperson
    Jessica Harper
    Jessica Harper

    Director, Policy, Licensing, & Standards
    Registered Insurance Brokers of Ontario (RIBO)

  • Keynote fireside chat – Learn from the best: Canada’s top specialty insurance brokers share their secrets to success

    As we emerge from a pandemic world, new volatility continues to weigh on the Canadian market. Insurance brokers must stay on top of the latest industry developments in order to set themselves apart. This Keynote panel brings together the top brokers in Canada to share their secrets to success and get you up to speed on the key issues impacting the specialty insurance landscape.

    • Highlighting recent developments in the specialty insurance industry and their implications for 2023
    • An update on the latest specialty insurance product offerings
    • Best practices for managing changes in the market: how to adapt strategies to suit your personal business model
    • Addressing the challenge of lessening capacity and increased premiums around specialty coverages when working with clients
    Paul Croft
    Paul Croft

    Chief Operating Officer – Canada
    Aon

    Matthew Studley
    Matthew Studley

    Executive Vice President
    Hub International Canada

  • Panel: Growing your business in times of change: how to scale to the next level

    With the industry continuing to experience a high degree of brokerage M&As leading to widespread consolidation in the insurance distribution marketplace, the need for scale is becoming top of mind for smaller, independent brokerage owners. However, the M&A route is not the only, or necessarily best, option for expanding your business, as there is still room for high-quality, independent insurance brokers who can often provide the most customized insurance solutions for their clients. Hear from leading brokers as they provide insight into how independent brokers can remain competitive and grow their business in a market dominated by giants.

    • How to adapt scaling best practices and strategies to suit your personal business model and make 2023 your best year yet
    • Adapting to the impact that widespread consolidation has had on the insurance distribution marketplace: assessing M&A vs. organic growth strategies
    • Weighing need for investment in technology and innovation with the cost of staffing and rising business costs
    • Investing in talent attraction, retention, and development
    • Focussing on strength: strategies for providing more trusted, relevant and personalized interactions with customers
    • How to drive customer engagement and growth by reorienting your organization toward customers
    • Best practices for achieving long-term value through data-driven, customer-centric approach
    Moderator
    Richard Zehr
    Richard Zehr

    President
    Zehr Insurance Brokers Limited

    Panelists
    Joshua Krenus
    Joshua Krenus

    President & CEO
    Alteri Insurance

    Stanislav Kojokin
    Stanislav Kojokin

    CEO
    KASE Insurance

    Josh Pillsbury
    Josh Pillsbury

    Managing Partner
    Summit Commercial Solutions

  • Expo & networking break
  • Panel: Navigating regulatory rapids

    Insurance brokers continue to face new regulatory developments and compliance issues designed to improve transparency and accountability within the industry and ensure that brokers act in their clients’ best interests. This panel of leading industry Chief Compliance Officers will explore recent regulatory developments and their impact on insurance business practices, as well as examine what changes to expect in the future and provide best practices for navigating them.

    • Impact of Bill 96: An Act respecting French, the official and common language of Québec: how to prepare for the French language requirements that are applicable June 2023
    • Implication of the Canadian Council of Insurance Regulators (CCIR) and the Treating Customers fairly guidelines for brokers
    • Developments from OSFI: what brokers need to know
    • Best practices for remaining compliant with regards to new requirements for data protection and cybersecurity
    Moderator
    Nicole Seymour
    Nicole Seymour

    Chief Regulatory and Compliance Officer, Canada
    Lloyd’s Canada

    Panelists
    Shani Briffa
    Shani Briffa

    Assistant General Counsel, Chief Compliance Officer; Director Government Relations
    Marsh & McLennan Canada

    Melanie Hoad
    Melanie Hoad

    VP, Head of Legal and Compliance, Canada
    CNA Canada

  • Networking Lunch
  • Latest Technology Trends to Overhaul the Insurance Brokerage Industry

    Though the balancing of risk and coverage options for clients can be a complex and arduous process that uses a high volume of data that can waste copious amounts of brokers’ time, the insurance industry has been slow to adopt new technology and maximize the benefits of digital transformation. However, we are beginning to see a digital revolution in insurance brokerage industry that is bringing automation into the forefront of many insurance processes. In this session, hear from brokers on the cutting edge of the digital transformation process on how to utilize innovative digital solutions that can help you stay up to date with changing consumer demands as well as ahead of the competition.

    • Top broker tools to assist in growing your pipeline, streamlining efficiencies, and better connecting with clients
    • Creating a more agile approach to your technology processes
    • Adopting technology to allow for spending more time with customers, while keeping an enhanced customer experience at the center of their solution
    • Establishing processes to deliver quotes rapidly to speed up the sales cycle, resulting in increased customers satisfaction and informed decision making
    • Strategies for realizing the true potential of digital and data-driven marketing
    • Preparing for the proliferation of “insurtech” and the evolution of online brokerage services and digital insurance products
    Simon Hlywa
    Simon Hlywa

    President
    Calefy Inc.

    Michael Loeters
    Michael Loeters

    Senior Vice President – Commercial Insurance
    PROLINK

  • Panel: Addressing the emerging needs of SMEs

    Small businesses are exposed to uniquely high risks and insurance is an important tool to help manage them. The SME market represents an important, yet challenging, opportunity for insurers. This session will provide brokers with insights into the SME market, as well as best practices for understanding and addressing their insurance needs.

    • Understanding the emerging risks and insurance needs of SMEs
    • Key insurance types and how these are being offered successfully to SMEs
    • Best practices for reaching and serving the SME market
    • Key classes of business that are underserved or underinsured
    • The role of digital tools in expanding customer-centric possibilities for SME insurance offerings
    Moderator
    Aneeza Ahmad
    Aneeza Ahmad

    Marketing Manager
    K A S E Insurance

    Panelists
    Loren Gardiner
    Loren Gardiner

    Vice President, National Commercial Insurance,
    BrokerLink

    Fady Kamel CIP, CRM
    Fady Kamel CIP, CRM

    Managing Partner
    All-Risks Insurance Brokers Limited- Erin Mills

    Kevin Lea
    Kevin Lea

    President
    Fuse Insurance Ltd.

    Michael McLachlan
    Michael McLachlan

    President
    Trinity Underwriting

  • Expo & networking break
  • Panel: Mastering cyber risk insurance: the most rapidly evolving sector in the insurance industry

    With cyber threats and technology evolving at a rapid pace, cyber risk insurance has become one of the fastest growing insurance sectors, and the number of product offerings have skyrocketed. This session will provide brokers with key strategies for how to best address their clients’ cyber risks and ultimately become leaders in cyber insurance.

    • Exploring changing cyber trends: current cyber risk offerings and key challenges for brokers
    • Key business types and industries that are currently underinsured
    • Best practices in starting the cyber insurance conversation with clients and marketing yourself
    • Comparing Tech E&O to stand-alone cyber insurance: benefits that each provide and how these coverages can work in tandem
    • How brokers can better explain the importance of cyber insurance to their clients
    Moderator
    Mohamed Jama
    Mohamed Jama

    Vice President, the Hull Division
    Jones DesLauriers Insurance Management Inc.

    Panelists
    David Leadbetter
    David Leadbetter

    President & CEO
    Avail Group Of Companies

    Jonathan  Weekes, CRISC
    Jonathan Weekes, CRISC

    SVP, Cyber Practice Leader
    Hub International Canada

  • Closing remarks from the Chairperson

2023 SPONSORS


Gold Sponsors

  • Lloyd’s
  • Trinity Underwriting

Silver Sponsors

  • Premier
  • Specialty Programs Group Canada
  • Trisura Guarantee Insurance

Exhibitors

  • April Canada
  • Northbridge Insurance
  • PAL
  • Private Collection Insurance
  • Raise Underwriting
  • REVAU
  • SUM Insurance

MEDIA PARTNER

2023 VENUE


ARCADIAN LOFT TORONTO

FLOORPLAN

TRAVEL PLANS

Preferred Accommodation

Hotel room rates are subject to all applicable taxes and fees. Rooms are subject to availability in each hotel from April 26 to April 28. We recommend that you book as soon as possible or 45 days before the event at the latest. 

Toronto Marriott City Centre Hotel

One Blue Jays Way, Toronto, ON M5V 1J4

Book your group rate by calling +1 416- 341-7100. Use the group name Specialty Insurance Summit to secure the discounted rate until March 23, 2023. 

Room rate: $479.00 plus tax CAD per room/night 
Cut-off date: March 23, 2023 
Check in: 3pm Check out: 12pm

Book your group rate for Speciality Insurance Summit

Courtyard Toronto Downtown

475 Yonge St, Toronto, ON M4Y 1X7

Book your group rate by calling +1 416- 924-0611. Use the group name Specialty Insurance Summit to secure the discounted rate until March 23, 2023. 

Room rate: $299.00 plus tax CAD per room/night 
Cut-off date: March 23, 2023 
Check in: 3pm Check out: 12pm

THANKS FOR TAKING PART WITH Specialty Insurance Summit 2023

Missed the 2023 event? Register your interest to participate in Specialty Insurance Summit 2024

CONTACT US


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