Peak performance is within your reach ...
49th Annual CIAA Conference The Fairmont Chateau Lake Louise, Alberta September 16 -19, 2012
Your conference program is sponsored by
CIAA 2012 2012 conference director’s message ...
Welcome to Peak Performance is within your reach, the CIAA’s 49th annual conference. I hope you are as inspired as I am by the majestic scenery at Lake Louise. Our theme this year has a lot of significance to me, as I believe that continuous learning helps us realize our career potential. Part of reaching that potential means sharing our business knowledge, something I have strived to do during my years in the industry. I’m hoping that the 2012 business program will encourage you to do the same.
We kick off the conference with our keynote speaker John Amatt, a modern-day explorer and author who will share his insights and how we can apply a sense of adventure to business. Our business program is a dynamic one, featuring our always popular CFO and Conference director Adrian Serge is an SVP CEO panels, an annual accounting update with and finance director at Marsh Canada Deloitte & Touche, a tax update with Ernst & Young, an economic update featuring Todd Hirsch, senior economist at ATB Financial, and a session on corporate governance and OSFI compliance. New this year is a session on advanced reinsurance, as well as a presentation on mergers and acquisitions and the impact on our businesses. To round out our business program, we’ll have a presentation on managing stress. We’ll wrap up with John Marriott, one of Canada’s top nature and wildlife photographers.
Every year the CIAA chooses a local charity to receive the proceeds from our auction. Women in Need Society (WINS) is a not-for-profit organization based in Calgary, Alberta. It was established 20 years ago with the idea of “helping women and their families help themselves.” Since then, WINS has grown from one thrift store to five stores throughout Calgary. We are delighted to be in a position to raise money for this worthy cause.
Once again, a huge thank you to my conference committee (Annette Pohle, PwC; Nazz Baksh, Peace Hills General Insurance; Dan Tworzewski, KPMG; Jim DeJeu, Lambton Mutual and Rick Keeler, Munich Re) for all the hard work and dedication needed to bring this conference together.
I wish all of you a great conference and may you reach your peak performance in the coming years.
Adrian A. Serge 2012 conference director
CIAA 2012 Your Daily Schedule at a glance ...
All sessions held in the Mt. Temple room TUESDAY, SEPTEMBER 18, 2012 SUNDAY, SEPTEMBER 16, 2012 7:00 AM - 8:30 AM Breakfast (Victoria Room) 3:30 PM - 5:30 PM Registration in the Lobby, 8:30 AM - 10:00 AM CEO Panel with Fairmont Chateau Lake Louise Diane Brickner, Peace Hills; Patrick Lundy, Zurich Canada; 6:00 PM - 7:00 PM Cocktail reception on the Moderator: Victoria Terrace Alodie Brew, PwC LLP
7:00 PM - 10:00 PM Dinner & entertainment 10:00 AM - 10:15 AM Coffee Break (Foyer) in the Victoria Room 10:15 AM - 11:00 AM Managing stress or ‘How to fit a Heart Attack MONDAY, SEPTEMBER 17, 2012 into your Busy Schedule’ with Philip Jones 7:00 AM – 8:30 AM Breakfast (Victoria Room) 11:00 AM - 12:00 PM Tax Update with Kim Inglis 8:30 AM – 8:35 AM CIAA Conference Director and Doris Foo of E&Y LLP Adrian Serge greets delegates and David D. Robertson of Couzin Taylor LLP 8:35 AM – 9:45 AM Keynote: John Amatt – "No Mountain Too High" 12:00 PM - 1:00 PM Boxed lunch for everyone. Networking participants meet 9:45 AM - 10:00 AM Coffee Break (Foyer) in the lobby at 12:50 PM for 10:00 AM - 11:30 AM The CFO Panel all activities Omar Rasul, Chartis; 6:00 PM - 7:00 PM Cocktail reception Jeff Stepan, Saskatchewan (Lakeview Terrace) Government ; and Stanley Fung, SCOR; 7:00 PM - 12:00 AM Dinner & entertainment and Moderator: charity raffle Hudson Lopez, KPMG (Temple Ballroom) 11:30 AM - 12:00 PM AGM (Mt. Temple)
12:00 PM - 1:30 PM Lunch (Lago Restaurant) WEDNESDAY SEPTEMBER 19, 2012
1:30 PM - 2:30 PM Accounting Update 7:00 AM - 8:30 AM Breakfast (Victoria Room) with Ratan Ralliaram and Ricardo Cardoso of D&T LLP 8:00 AM - 8:45 AM Corporate Compliance with Ron Bilyk of Zurich Canada 2:30 PM - 2:45 PM Coffee Break (Foyer) 8:45 AM - 9:45 AM Economic Outlook with 2:45 PM - 3:45 PM Mergers & Acquisitions with Todd Hirsch of ATB Financial Laurie LaPalme of Cassels Brock 9:45 AM - 10:00 AM Coffee Break (Foyer)
3:45 PM - 4:30 PM Advanced Reinsurance with 10:00 AM - 10:45 AM John Marriott, top Canadian François Dagneau, wildlife photographer AON Benfield
6:00 PM - 12:00 AM Reception, dinner and hoedown at Brewster Dance Barn Meet in the lobby at 5:30 PM (buses depart 5:45 PM sharp!) Peak performance is within your reach Sunday, September 16, 2012 3:30 PM - 5:30 PM Registration in lobby
Monday September 17, 2012 8:30 AM – 8:35 AM CIAA Conference Director, Adrian Serge greets delegates to the 49th annual conference. Please note all business sessions will be held in the Mt. Temple room Everyone is welcome to attend both opening keynote and closing sessions. 8:35 AM – 9:45 AM Keynote speaker – We kick off our program with dynamic keynote speaker John Amatt, modern-day explorer, author and storyteller. John’s presentation ‘No Mountain Too High’ will challenge us to take on business with an adventurer’s attitude. John will show us how to deploy courage, resourcefulness and endurance to keep moving forward.
9:45 AM - 10:00 AM Coffee Break in the Foyer 10:00 AM - 11:30 AM The CFO Panel – Managing the risks and hitting the financial targets Omar Rasul, CFO, Chartis Insurance; Stanley Fung, Vice-President and CFO, SCOR; and Jeff Stepan, CFO, Saskatchewan Government Insurance (SGI) Moderated by Hudson Lopez, KPMG LLP 11:30 PM - 12:00 PM AGM in Mt. Temple 12:00 PM - 1:30 PM Lunch in the Lago Restaurant
1:30 PM - 2:30 PM The Annual Accounting Update presented by Deloitte & Touche LLP Ratan Ralliaram, Audit Partner, and Ricardo Cardoso, Senior Manager
2:30 PM - 2:45 PM Coffee Break in the Foyer
2:45 PM - 3:45 PM Mergers and Acquisitions ... with Laurie LaPalme, Partner, Cassels Brock Laurie is a partner in the firm's Corporate and Regulatory Insurance Industry Group. She practises in the area of corporate and commercial law, with an emphasis on corporate and regulatory matters, transactions, corporate reorganizations and governance involving public and private companies. 3:45 PM - 4:30 PM Advanced Reinsurance with François Dagneau, SVP, AON Benfield Who better to tackle advanced reinsurance than Aon Benfield – the world's leading reinsurance intermediary and full-service capital advisor.
2012 Conference Committee
Conference Director Business Program Sponsorship Adrian Serge, Marsh Canada Chair: Annette Pohle, PwC LLP Chair: Dan Tworzewski, KPMG LLP Dan Tworzewski, KPMG LLP Stanley Fung, SCOR Canada Social Program Chair: Nazz Baksh, Peace Hills Insurance Tuesday September 18, 2012 8:30 AM - 10:00 AM The CEO Dialogue – Canada’s insurance marketplace continues to consolidate and evolve. Who can see around corners and tell us what’s happening? Let’s hear it from the executive suite. Diane Brickner, President and CEO, Peace Hills Insurance; Patrick Lundy, President and CEO, Zurich Canada. Moderated by Alodie Brew, PwC LLP
10:00 AM - 10:15 AM Coffee Break in the Foyer
10:15 AM - 11:00 AM Managing Stress with Philip Jones, Canadian author and speaker Philip’s presentation ‘How to Fit a Heart Attack into your Busy Schedule’ is a wake-up call for most people. He encourages us to review lifestyle choices, figure out how to deal more effectively with stress, and make just one positive change to help live healthier, more productive lives. 11:00 AM - 12:00 PM The Annual Tax Update presented by E&Y LLP and Couzin Taylor LLP Kim Inglis, Partner, and Doris Foo, Associate Partner with David Robertson, Partner
Wednesday September 19, 2012 8:00 AM - 8:45 AM Corporate Governance and Compliance with OSFI’s Guidelines with Ron Bilyk of Zurich Canada An issue that deserves our attention and seems to only intensify each year. Ron shares his thoughts on effective corporate governance for insurers.
8:45 AM - 9:45 AM Economic Update with Todd Hirsch, senior economist, ATB Financial, Alberta Todd gives us a whirlwind tour of Alberta’s economic clout and its impact on Canada.
9:45 AM - 10:00 AM Coffee Break in the Foyer
10:00 AM - 10:45 AM Closing speaker ... John Marriott, one of Canada’s best wildlife and nature photographers, author and contributor for Outdoor Photography Canada magazine.
CIAA 2012
Registration Treasurer Communications & design Chair: Jim DeJeu, Rick Keeler, Munich Re Patti Ristich/Michelle Ramsay Lambton Mutual; R2 communications inc. Nancy DeJeu; Christine Davis, SCOR Canada Sandra Taylor, OSBIE western hospitality every night
Sunday, September 16, 2012 ‘Birds of a Feather’ Party
6:00 PM - 7:00 PM Cocktail reception on the Victoria Terrace 7:00 PM - 10:00 PM Dinner & entertainment in the Victoria Room
We’ll renew friendships and kick off the 49th annual conference at our stunning hotel. We’ve invited some special guests – the Alberta Birds of Prey, including a live golden eagle and great horned owl. A unique opportunity to get up close and personal with these magnificent creatures provides for an unforgettable experience. Chef is preparing a ‘salute to Italy’ menu to satisfy the hungry travellers.
Monday September 17, 2012 Wild West Night at the Brewster Dance Barn
Meet in the lobby at 5:30 PM (buses start departing @ 5:45 PM sharp!) 6:00 PM - 12:00 AM Cocktail reception, dinner at Brewster Dance Barn
Experience the Lake Louise of old at the Brewster Dance Barn. Built in 1996, in honour of the Brewster Cowboys of over 100 years ago, the Dance Barn provides authentic western atmosphere and entertainment. With a reputation for quality food, service and rustic facilities, it makes for a memorable Western Canadian experience. We’ll hear the dinner bell ring and a hip of beef is carried in on traditional pitchfork complete with all the fixins. The in-house band steps up the pace in true country and western style. Pack your cowboy boots ... we aim to square dance.
Tuesday September 18, 2012 Farewell Gala at the Fairmont Lake Louise
6:00 PM - 7:00 PM Cocktail reception (Lakeview Terrace) 7:00 PM - 12:00 AM Dinner & entertainment (Temple Ballroom)
The Fairmont team is planning an elegant evening in the ballroom of this iconic hotel. We’ll mix and mingle before dinner then sit down to an excellent menu showcasing the culinary talents of the Executive Chef. We have some live entertainment planned – the Dino Martinis. This band has a huge repertoire that ranges from ‘50s swing and ballads, to modern pop and dance hits. We intend to cap off the 49th annual conference with a fun and exciting evening. PS. We’ll also have our annual charity raffle this evening. All proceeds go to an excellent charity - Women in Need Society (WINS) of Calgary. Tuesday means serious networking ... Meet in hotel lobby at 12:50 PM for all activites.
Hiking in the Rockies
Sunshine Meadows is one of the most stunning alpine settings in the Canadian Rockies. Situated at an average elevation of 2,220m, the meadows straddle the Continental Divide and the boundary between Alberta and British Columbia. Surrounded by some of the Rockies' highest peaks, the unobstructed views are beyond compare. Wildlife abounds in the meadows, and the brilliance of the summer flowers and autumn larches guarantees spectacular scenery on every visit.
Siteseeing tour of Banff
As you depart Lake Louise for Banff, you’ll realize that Remember to pack your digital camera (a ‘getting there’ is part of the adventure. The tour follows cell phone won’t do the trip justice!) and, the Bow River, past spectacular views of Castle of course, some comfortable footwear. Mountain, the Sawtooth Range and Mount Temple, one of the highest peaks in Banff National Park.
Banff is the oldest and largest of the town sites in the Canadian National Parks, and undoubtedly owes its existence to the discovery of hot mineral springs on the slopes of nearby Sulphur Mountain. A gondola trip Horseback riding in the Rockies up Sulphur Mountain provides panoramic views of the We’ll experience the majestic Rocky Mountains on snowcapped peaks and valleys of the Bow Valley. horseback and ride through the spectacular moun- You’ll take in the unusual geological formation known tain scenery and fragrant pine forests. Departing as ‘the Hoodoos’, the splendour of Bow Falls and the from Lake Louise Stables, we’ll be guided by profes- magnificent view of the Bow River Valley as seen from sional wranglers on this famous trail. Stops include Tunnel Mountain Drive. Banff is simply one of the popular Lake Agnes teahouse, named after the Canada’s national treasures ... enjoy. original First Lady of Canada, Lady Agnes MacDonald. Then onto ‘Little Beehive’ lookout (elevation 2,210m) then to Mirror Lake (2,027m). This three-hour ride will have the right mix of excitement and discovery and, of course, breathtaking views of Lake Louise. Takakkaw Falls is a magnificent site. For companions only Monday September 17, 2012 Meet in Hotel Lobby at 10:00 AM
Mountains, Lakes and Waterfalls Tour
Deep within Banff National Park, Lake Louise is surrounded by some of the most breathtaking scenery in the world, providing for an awe-inspiring mountain playground. This is a world class destination and we intend to show you the highlights in this five-hour tour.
We follow the Trans-Canada Highway west, across the Great Divide and through Kicking Horse Pass into the scenic wonders of Yoho National Park. Yoho is a native Cree word meaning “awesome”. Following the winding alpine road along the Yoho River the tour arrives at one of the highlights of the day, Takakkaw Falls. Thundering over 1,200 feet off a towering cliff, Takakkaw definitely lives up to its Cree name meaning, “it is magnificent”.
Also in Yoho National Park is the aptly named Emerald Lake, with green waters more impressive than the tropics. Guests will enjoy plenty of photo opportunities of this postcard-like setting. Returning east along the highway, the tour leads to the final impressive stop, another jewel of the Rockies: Moraine Lake. This stunningly iridescent blue body of water is nestled among the majestic Valley of the Ten Peaks.
You’ll lunch at Emerald Lake Lodge. Nestled on a small island in the beautiful Emerald Lake, this Lodge is extraordinary. Built of hand-hewn timber and featuring massive stone fireplaces, the Lodge houses an elegant dining room. We travel back to the hotel with ample time to prepare for our evening event.
We’ll lunch at Emerald Lake Lodge. A truly spectacular setting and winner of a prestigious Condé Nast Traveler Award in 2011.
Checklist: comfortable walking shoes, hat, sunscreen and digital camera.
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