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2020 LIMRA and LOMA Canada Annual Conference

From Vision to Realization: Game Changers in the New Decade

5/21/2020
Manulife, Toronto, Ontario, Canada
REGISTER Venue Details

Overview

Who Attends

The LIMRA and LOMA Canada Annual Conference is a key event that brings together senior executives and leaders across diverse sectors of the financial services industry as well as experts and trailblazers from related industries that convene for strategic business insights and high-level networking.

Highlights

THIS EVENT IS POSTPONED

“Vision without execution is just hallucination”

– Henry Ford

 

Great leaders are people with ambitious ideas who seem to perfectly embody that “visionary” moniker. But what’s really remarkable about these leaders is that beyond the vision they have, they possess the ability to successfully implement that vision—to bring it to life by leveraging people, technology and resources. Too many leaders focus mainly on creating their grand vision, only to drop the ball where it counts – execution.

The LIMRA and LOMA Canada Annual Conference offers ideas and insights from leaders who have put their vision into action. Learn how they created innovative strategies, harnessed their workforce talents and skills, and deployed technology to achieve success.

Special Draw
Attend this conference for your chance to win a complimentary registration valued at USD$1,420 – $3,440 for the LIMRA Annual Conference in Chicago, IL on October 25–27, 2020. You must be present at the time of the draw to qualify. The prize is non-transferrable to another person or event, and cannot be redeemed for cash.

Registration

THIS EVENT IS POSTPONED

Early Bird Rate (by April 24, 2020)
LIMRA or LOMA members: CD$595 + HST
Non-members: CD$795 + HST

Regular Rate (after April 24, 2020)
LIMRA or LOMA members: CD$795 + HST
Non-members: CD$995 + HST

REGISTER

Hotel/Venue

Manulife

International ABC Room
Toronto, ON, , Canada

Speakers

Russ Anderson, CFE
Fraud Program and Technology Manager, LIMRA, LOMA, and LL Global, Inc.

Russ Anderson, CFE

Fraud Program and Technology Manager, LIMRA, LOMA, and LL Global, Inc.

Russ is currently responsible for leading LL Global, Inc’s. Financial Crimes Services program and tasked with identifying, defining and building shared business solutions, to help the industry better combat fraud. Russ is a Certified Fraud Examiner with 30 years of industry experience working in and leading various auditing, compliance, finance, risk management and fraud prevention teams.
Kevin Askew, MBA, CIA
Global Chief Financial Crimes and Anti-Money Laundering Officer, Manulife

Kevin Askew, MBA, CIA

Global Chief Financial Crimes and Anti-Money Laundering Officer, Manulife

Askew is the Global Chief Financial Crimes and Anti-Money Laundering Officer, as well as an executive sponsor for the Integrated Approach Program. Its objective is to move Manulife towards an integrated governance operating model to coordinate and streamline the activities of the Three Lines of Defence within the company, enabled by the Archer application. He joined Manulife in 2008 as Chief Accountant for the US Division Finance organization. In this role, he coordinated the development of accounting models and position documents for several significant transactions, including the US Legal Entity Reorganization, which included $8 billion in reinsurance transactions. Askew was also the accounting point person for the US Division’s implementation of IFRS and was responsible for the ongoing accounting positions and policies associated with US GAAP and NAIC reporting bases. In 2012, Askew was promoted to Vice-President, Audit Services where he had global audit responsibility for Insurance, Actuarial and Compliance and a team of 50 auditors in North America and Asia. He was also accountable for managing the Audit Services relationship with the US Division. Most of Askew’s 25-plus years of business experience has been in the financial services industry with companies including ING, MetLife, Legacy Marketing Group. He holds a Masters of Business Administration (Accounting concentration) and the CIA designation.
Gina Birchall, LLIF, CLU, J.D.
Chief Operating Officer, LIMRA, LOMA and LL Global, Inc.

Gina Birchall, LLIF, CLU, J.D.

Chief Operating Officer, LIMRA, LOMA and LL Global, Inc.

Birchall joined LL Global as chief operating officer in 2017.  In this role, she is responsible for LIMRA’s and LOMA’s legal and accounting departments, Information Technology, Marketing, Talent Solutions, and Member Relations. Birchall also is charged with working across the organization to help implement many of the ongoing entity-wide projects to improve efficiencies and processes.

Since 1998, Birchall held various positions at Guardian Life Insurance Co.  Most recently, she was Vice President of Strategic Initiatives, leading initiatives across the enterprise to advance its business goals.

Birchall holds a Bachelor of Arts from Mount Holyoke College and a Juris Doctor from the Western New England University School of Law, both in Massachusetts, as well as CLU and LLIF designations.

Paul R. Grimes, B.A., CFP, ChFC
Senior Vice-President, iA Financial Group

Paul R. Grimes, B.A., CFP, ChFC

Senior Vice-President, iA Financial Group

Grimes is Senior Vice-President, Sales for iA Financial Group, one of Canada’s leading life insurance companies. He is a certified financial planner, a chartered life underwriter, and a chartered financial consultant. His dynamic and personable speaking style makes him a sought after speaker on sales techniques, life and health insurance, and financial planning. In 2001, Grimes published the first book in Canada on life insurance, The Facts of Life: How to Build Wealth and Protect Your Assets with Life Insurance. A second edition was published in 2003.
Cathy Hiscott, CFP, CHS
President, Excel Private Wealth
Senior Vice-President, Executive Distribution Officer, Financial Horizons Group

Cathy Hiscott, CFP, CHS

President, Excel Private Wealth
Senior Vice-President, Executive Distribution Officer, Financial Horizons Group

Hiscott began her career as an advisor in 1991 with MetLife and since then has held numerous leadership roles in the exclusive and independent advisor network. Since joining Financial Horizons Group in 2018, she has held the roles of Vice President, Sales for the Ontario Region; President for the Ontario/Atlantic Region; and is currently the Senior Vice-President, Executive Distribution Officer, and President, Excel Private Wealth. Hiscott and her team are leading their national and regional advisor and sales network leadership, developing industry-leading education programs and conferences. The team’s mantra is “with you, for you” — with this in mind, they are delivering what’s important to today’s insurance and investment practitioners. As the leader of Excel Private Wealth, she is taking their regional based dealership nationally to provide Mutual fund registered advisors with a full service independent mutual fund dealership. Hiscott is a CFP, and a member of Advocis, several LIMRA committees and the Canadian GAMA board.
Ian Jeffrey
CEO and Co-Founder, Breathe Life

Ian Jeffrey

CEO and Co-Founder, Breathe Life

Jeffrey has been a marketer and entrepreneur in Montreal and Silicon Valley since 2001. He was formerly Vice-President, Product Marketing at PasswordBox and took on the role of General Manager after the acquisition by Intel. He has played a key role in the launch of several startups and co-founded FounderFuel, Canada’s leading accelerator, as well as MTLinTech, Montreal’s voice of the startup community. Jeffrey is driven by having an impact in people’s lives.
Paul Stathopoulos, CA, CPA
Chief Auditor, Manulife

Paul Stathopoulos, CA, CPA

Chief Auditor, Manulife

Stathopoulos joined Manulife in 2012 and as Chief Auditor, Audit Services leads audit services globally. He reports to Manulife’s CEO, the Audit Committee Chair and the General Counsel. His 26-year career in financial institutions includes extensive experience in internal audit, supplemented by roles in risk management, corporate banking, compliance and treasury. Prior to this, Stathopoulos was at RBC where he was responsible for enterprise regulatory risk governance practices and compliance policies, and had led the audit groups responsible for personal and commercial banking, insurance and finance. He had also worked at CIBC in the Investment and Corporate Banking Audit team; and prior to that, at Deloitte.

Contact us to learn more:

LIMRA LOMA Canada

lomacanada@loma.org