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2020 LIMRA and LOMA Canada Virtual Annual Conference

From Vision to Realization: Game Changers in the New Decade

9/29/2020 - 9/30/2020
Virtual
REGISTER

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 VIRTUAL

“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.

Virtual Sessions

This virtual conference will be conducted in two sessions over two consecutive days:

September 29: 10:00 a.m. to 12:50 p.m. ET
September 30: 10:00 a.m. to 12:35 p.m. ET

 

Registration

Early Bird Rate (by September 4, 2020)
LIMRA or LOMA members: CD$295 + HST
Non-members: CD$445 + HST

Regular Rate (after September 4, 2020)
LIMRA or LOMA members: CD$395 + HST
Non-members: CD$595 + 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, LOMA will refund the total registration fee. However, LOMA will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted in writing to meetings@loma.org.

REGISTER

Agenda

Speakers

Russ Anderson, CFE
Head of Financial Crimes Services, LIMRA, LOMA, and LL Global, Inc.
  • Tuesday, September 29, 2020

    11:45 am - 12:45 pm: Who’s Picking Your Pocket and How to Foil Them

Russ Anderson, CFE

Head of Financial Crimes Services, LIMRA, LOMA, and LL Global, Inc.

Anderson is currently responsible for leading LL Global, Inc.’s Financial Crimes Services program and is tasked with identifying, defining and building shared business solutions to help the industry better combat fraud. He 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
  • Tuesday, September 29, 2020

    11:45 am - 12:45 pm: Who’s Picking Your Pocket and How to Foil Them

Kevin Askew, MBA, CIA

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

Askew is Global Chief Financial Crimes and Anti-Money Laundering Officer and an executive sponsor for a corporate program that moves Manulife towards an integrated governance operating model which coordinates and streamlines the activities of the Three Lines of Defence. He joined Manulife in 2008 as Chief Accountant, U.S. Finance Division where he managed the development of accounting models and position documents for key transactions, including the U.S. Legal Entity Reorganization with $8 billion in reinsurance transactions. He was also the accounting point person for the division’s IFRS implementation and oversaw the ongoing accounting positions and policies associated with U.S. GAAP and NAIC reporting bases. In 2012, Askew was promoted to VP, Audit Services with global audit responsibility for Insurance, Actuarial and Compliance and a team of 50 auditors in North America and Asia, and also managed Audit Services’ relationship with the U.S. Division. Prior to Manulife, Askew had held leadership positions at ING, MetLife and the Legacy Marketing Group.
Gina Birchall, J.D., LLIF
Chief Operating Officer, LIMRA, LOMA and LL Global, Inc.
  • Tuesday, September 29, 2020

    10:15 am - 11:00 am: What’s Changing the Game?

Gina Birchall, J.D., LLIF

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

Birchall joined LL Global as Chief Operating Officer in 2017 and is responsible for the organization’s Research and Member Benefits, Professional Development, Talent Solutions, and Industry Solutions areas as well as Marketing, Information Technology, Legal, and Accounting departments. Prior to joining LL Global, Birchall held various positions at The Guardian Life Insurance Company of America. Most recently, she was Vice-President of Strategic Initiatives, leading initiatives across the enterprise to advance its business goals.
Dawn Desjardins
Vice-President and Deputy Chief Economist, RBC Economics, Royal Bank of Canada
  • Wednesday, September 30, 2020

    11:45 am - 12:30 pm: A Long and Bumpy Recovery for Canada’s Economy

Dawn Desjardins

Vice-President and Deputy Chief Economist, RBC Economics, Royal Bank of Canada

Desjardins joined RBC Economics in 2006. She is a key contributor to the macroeconomic forecasts for Canada and the U.S. and is part of a team that is responsible for the interest rate forecasts for both countries. She delivers economic analysis to RBC’s clients through a variety of publications and presentations, and is often interviewed by media from across North America to discuss developments in the economy and financial markets. Prior to joining RBC, Desjardins worked as a reporter for Bloomberg Financial News in Toronto covering the Canadian bond and currency markets and was the Canadian bond market strategist for a major U.S. bank for 10 years. She is a graduate of the University of Toronto.
Paul R. Grimes, CFP, CLU, ChFC
Senior Vice-President, iA Financial Group
  • Wednesday, September 30, 2020

    11:00 am - 11:45 am: Critical Lessons in Crisis Management

Paul R. Grimes, CFP, CLU, ChFC

Senior Vice-President, iA Financial Group

Grimes is Senior Vice-President, Sales for iA Financial Group. His expertise, dynamic and personable speaking style makes him a sought-after presenter on sales techniques, life and health insurance, and financial planning. In 2001, he published the first book in Canada on life insurance, entitled The Facts of Life: How to Build Wealth and Protect Your Assets with Life Insurance. A second edition was published in 2003.
Brent Lemanski, CLU, LLIF
Assistant Vice President and Executive Director, LIMRA and LOMA Canada
  • Tuesday, September 29, 2020

    10:00 am - 10:15 am: Conference Opening Remarks

Brent Lemanski, CLU, LLIF

Assistant Vice President and Executive Director, LIMRA and LOMA Canada

As the primary liaison between LIMRA and LOMA Canada and its member firms, Lemanski manages client relationships; conducts workshops and presentations on industry issues; and promotes the organization’s products to Canadian companies. He previously spent 20 years with Manulife in the Agency division and was responsible for strategic planning; expanding distribution through innovations to the traditional distribution system and supplemental channels; administering field compensation systems; and developing new products. Lemanski began his career as an agent and became an agency manager for The Dominion Life Assurance Company of Canada.
James McKay, MBA
Vice-President, Distribution, Sun Life
  • Tuesday, September 29, 2020

    11:00 am - 11:45 am: The Future of Insurance: A Brave New World

James McKay, MBA

Vice-President, Distribution, Sun Life

McKay is passionate about the work that Sun Life does in partnership with advisors to help Canadians through the most important moments of their lives. He believes strongly that distribution is the differentiator in financial services and is committed to enabling advisors with leadership support and the capabilities that they need to serve clients and grow their businesses. Earlier, he was VP, Distribution Solutions for Individual Insurance and Wealth. He launched Distribution Solutions in 2016 to modernize how business is conducted in distribution, including introducing new capabilities in data analytics, video conferencing and e-Signature. His other roles included VP, Finance and Retail Business, Sun Life Global Investments and VP, Market Development, Client Solutions. Prior to joining Sun Life, McKay was an associate partner with McKinsey & Company, where he worked with top North American investment firms, banks and insurers, primarily on distribution and strategy.
Frank Miemiec, MBA, CFP, CLU
Vice-President, Page and Associates
  • Wednesday, September 30, 2020

    10:05 am - 11:00 am: Imagine a World Where Insurance is Bought Rather Than Sold

Frank Miemiec, MBA, CFP, CLU

Vice-President, Page and Associates

Miemiec began his financial services career in 1987, helping families and business owners develop financial plans. He was a marketing consultant at Sun Life’s largest Canadian branch office, working with the Top 40 advisors to help them learn the function and application of new insurance and investment products. He then held management/consulting roles with various organizations, including CCH Canadian Inc., the Canadian Securities Institute and Sun Life, and also established his own practice. Miemiec joined Page and Associates Ltd. in 2004, where he focuses on managing the infrastructure that supports the firm’s advisors and consults on cases involving affluent and business-owner clients.
Wayne G. Miller, ASA, ACIA
Associate Vice-President, Marketing and Business Development, Sun Life
  • Wednesday, September 30, 2020

    10:05 am - 11:00 am: Imagine a World Where Insurance is Bought Rather Than Sold

Wayne G. Miller, ASA, ACIA

Associate Vice-President, Marketing and Business Development, Sun Life

Miller oversees the B2B marketing function and a team of business development thought-leaders that disrupt, inspire and enable advisors on professional development, practice management, marketing and branding, and client engagement. His respect for advisors and the value of advice has grown during his 30-year tenure at Sun Life in various product development, marketing and distribution roles. He is acknowledged for leading the advice revolution, and is a popular speaker at CIA, CLHIA, CALU, ACPM, LIMRA and Advocis events. Miller has published many industry articles and the first disclosure booklet on participating life insurance; is a founding member and past chair of CLHIA task force on sales illustrations; and is a member of Advocis, GAMA and CALU.
Paul Stathopoulos, CA, CPA
Chief Auditor, Manulife
  • Tuesday, September 29, 2020

    11:45 am - 12:45 pm: Who’s Picking Your Pocket and How to Foil Them

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