LIMRA and LOMA Canada Annual Conference
Connecting the Dots
Linking Inspired Ideas to Profitable Actions
Presenters
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Thursday, May 21, 2015
2:15 p.m. - 3:15 p.m.: General Session
Ray Adamson
Vice-President, Insurance Solutions – Canada, Equisoft
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Thursday, May 21, 2015
8:30 a.m. - 8:45 a.m.: Opening Remarks - 4:30 p.m. - 4:45 p.m.: Closing Remarks
John W. Hamilton
President, Insurance Services, RBC Wealth Management Financial Services Inc.
Hamilton is responsible for managing the existing Agency business nationally, including the insurance support distribution team of estate planning specialists that support RBC’s Canadian Wealth Management‘s client-facing professionals within the RBC Dominion Securities Inc. and RBC Phillips Hager & North Investment Counsel Inc. legal entities.
Hamilton holds the CLU and FEA designations and is a member of Advocis, a Trustee on the Board of the Institute for Advanced Financial Education and an associate member of CALU. He has also chaired the Investment Dealers Association Insurance sub-committee of the Retail Sales Committee.
Brent Lemanski, LLIF, CLU
Assistant Vice President and Executive Director, LIMRA and LOMA Canada
Brent is Assistant Vice President and Executive Director for LIMRA and LOMA Canada. He joined LIMRA in 1996 and helped establish the Canadian office. In 2009, he assumed responsibility for LOMA Canada following the two associations’ merger. In his current role, he manages relationships with Canadian member companies, promotes the company’s products and services, and conducts presentations on industry issues and trends.
Prior to joining LIMRA and LOMA, Brent served in the Agency department of Manulife Financial. In his 20 years there, he helped to expand distribution through innovation to the traditional distribution system and supplemental channels, design and administer field compensation systems, and develop new products. He began his insurance career as an agent and became an agency manager for The Dominion Life Assurance Company of Canada.
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Thursday, May 21, 2015
1:00 p.m. - 2:00 p.m.: General Session
Michael Lock
President and COO, Hearsay Social
Richard Peddie
Retired President and CEO, Maple Leaf Sports and Entertainment (MLSE)
As President and CEO of MLSE for about 15 years, Peddie built Air Canada Centre; launched Leafs TV and Raptors TV; bought Gol TV; brought Major League Soccer to Canada and launched TFC; built Maple Leaf Square; and grew the company’s enterprise value from $300 million to $2 billion.
He is a business graduate, received an honorary doctorate from his alma mater (University of Windsor) and teaches leadership classes at its Odette School of Business. Peddie published Dream Job (a best-seller) and is presently working on a new book.
Douglas Porter
Chief Economist and Managing Director, BMO Financial Group
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Thursday, May 21, 2015
11:00 a.m. - 12:00 p.m.: General Session
Jane Rooney
Financial Literacy Leader, Financial Consumer Agency of Canada
Rooney was appointed Canada’s first Financial Literacy Leader in 2014 and acts under the instructions of the Commissioner of the Financial Consumer Agency of Canada (FCAC). She aims to strengthen Canadians’ knowledge, skills and confidence in dealing with financial matters and collaborates on financial literacy initiatives with stakeholder groups across the country. Prior to the FCAC, she served as a policy analyst at the Canadian Payments Association which created and operates the Canadian payments system.
Rooney is a member of financial literacy committees in Canada and abroad, including the OECD's International Financial Education Network. She holds a Bachelor of Arts in Economics.Alison Salka, Ph.D.
Senior Vice President and Director of Member Benefits Research, LIMRA and LOMA
Alison Salka joined LIMRA in 2012 and is responsible for driving the strategy and direction of its global research program. She oversees a team of more than 85 professionals in LIMRA’s Member Benefits and Research division who conduct benchmark studies, discovery research, and thought leadership designed to help companies better understand industry issues and trends. Salka previously led the retirement research and competitive intelligence team at Prudential, and was also a director of retirement research and business analytics at MassMutual. She has a Master’s degree from the College of William and Mary and Ph.D. from Vanderbilt University.
Agenda
Thursday, May 21, 2015
7:30 a.m. - 8:30 a.m.
Registration and Breakfast
8:30 a.m. - 8:45 a.m.
8:45 a.m. - 9:45 a.m.
9:45 a.m. - 10:00 a.m.
Break
10:00 a.m. - 11:00 a.m.
11:00 a.m. - 12:00 p.m.
12:00 p.m. - 1:00 p.m.
Networking Lunch
1:00 p.m. - 2:00 p.m.
2:00 p.m. - 2:15 p.m.
Break
2:15 p.m. - 3:15 p.m.
3:15 p.m. - 4:30 p.m.
4:30 p.m. - 4:45 p.m.
4:45 p.m.
Adjournment
Registration
Registration & Fees
Early Bird Rate (by April 24, 2015)
LIMRA or LOMA members: CD$621.50 ($550 + $71.50 HST)
Non-members: CD$847.50 ($750 + $97.50 HST)
Regular Rate (after April 24, 2015)
LIMRA or LOMA members: CD$847.50 ($750 + $97.50 HST)
Non-members: CD$1,073.50 ($950 + $123.50 HST)
Refund Policy: All cancellations and refund requests must be received in writing. These requests carry a CD$100.00 administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, the Conference Organizers will refund the total registration fee. However, the Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to meetings@loma.org.
Hotel / Venue
Venue
Fairmont Royal York
100 Front Street W
Toronto
Ontario, Canada
M5J 1E3
Hotel Reservations
Special group rate:
$239.00 plus tax per night (Fairmont Room)
Cut-off date:
May 11, 2015
To receive the discount:
Make your reservations before the cut-off date by calling the Fairmont Royal York at 1-866-540-4489 (or its Global Reservations Centre at 1-800-441-1414) and mentioning “LIMRA and LOMA Canada Annual Conference” or the group code “LOMA0515.” Or visit the hotel's online reservation service using this link.
Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. A small block of guestrooms has been allocated for the conference, so please make your hotel reservations early to be able to take advantage of our discounted rates.