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2022 LIMRA and LOMA Canada Virtual Annual Conference

On the Right Side of Change

5/25/2022 - 5/26/2022
Virtual

Overview

Who Attends

This event is virtual.

The LIMRA and LOMA Canada Virtual Annual Conference is a key event that draws senior executives and leaders across diverse sectors of the financial services industry and other related business segments seeking to be informed on what’s happening and what’s next, and be engaged in important conversations with their industry peers and other experts.

Highlights

Necessity is the mother of invention, and the pandemic has been a great catalyst for innovation in insurance.  It has instigated radical changes in business models and practices, provided a massive digital wake-up call, and unlocked unprecedented levels of customer experience and personalization. Today, the industry is looking fundamentally different: much more agile, secure, connected and digitally-enabled.

This conference will explore what we have learned as an industry, and how we can stay the course and sustain the pace of transformation in order to remain on the right side of change.

Speakers

Mark Hardy
Vice-President, Direct Life and Health, TD Insurance

  • Wednesday, May 25, 2022

    11:45 a.m. - 12:30 p.m.: DRIVING A BALANCE FOR CUSTOMERS AND EMPLOYEES THAT CAN OUTLAST COVID

Mark Hardy

Vice-President, Direct Life and Health, TD Insurance

Hardy is an insurance professional with nearly 20 years of industry experience in a wide range of roles including Technology, Data, Strategy and Product Management. He is responsible for the growth of the Direct Life and Health business over the past four years, driving TD Insurance's pure direct-to-consumer strategy. Having successfully built a leading customer experience both digitally and through phone-based licensed advisors, his Direct Life and Health team strives to drive continuous innovation in service to their customers, while also being recognized by the industry for distinctions in digital capabilities and customer satisfaction. Hardy holds an MBA from University of Toronto’s Rotman School of Management, and was previously named one of LIMRA’s 25 Rising Stars in Innovation.

Dave Harris
Partner, Actuarial Services Practice, PwC Canada

  • Thursday, May 26, 2022

    11:00 a.m. - 11:45 a.m.: INSURANCE BANANA SKINS 2021 REPORT: KEY RISKS AND POTENTIAL IMPLICATIONS

Dave Harris

Partner, Actuarial Services Practice, PwC Canada

A 19-year industry veteran, Harris leads the Actuarial Services practice that spans Life, P&C and Pension. He has oversight for Appointed Actuary work, peer reviews, audit, consulting, IFRS17 advisory, catastrophic modeling, risk modeling, pricing and analytics, deals support and regulatory filing services. Prior to joining PwC, he worked at Manulife/John Hancock, and during 2018–2021, was Chief Financial Officer and Head of Strategy for Retirement Services globally at Manulife where he had accountability for over $400 billion in assets under management and administration. Harris is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries.

Matthew Lawrence
Partner, Financial Services Consulting Group, PwC Canada

  • Thursday, May 26, 2022

    11:00 a.m. - 11:45 a.m.: INSURANCE BANANA SKINS 2021 REPORT: KEY RISKS AND POTENTIAL IMPLICATIONS

Matthew Lawrence

Partner, Financial Services Consulting Group, PwC Canada

As a partner as well as the Life and Health Insurance sector lead, Lawrence focuses on strategy through transformation in the insurance sector. He has over 17 years of experience working with financial institutions across Canada, the US and Asia. He has led numerous engagements spanning corporate strategy, client experience, digital strategy, behavioral science, channel development, product innovation, compensation strategy, and operational due diligence.

Jennifer McGarrity
Vice President, Strategy and Enablement, RBC Insurance

  • Thursday, May 26, 2022

    11:45 a.m. - 12:30 p.m.: STRONGER TODAY: WHAT THE PANDEMIC HAS TAUGHT US

Jennifer McGarrity

Vice President, Strategy and Enablement, RBC Insurance

With over 28 years’ financial services experience, McGarrity is responsible for enabling the future of Insurance through vision and strategy, transformational initiative delivery and change management leadership building a resilient, change and future ready business and workforce. Previously, she was Vice President, Digital and Transformational Initiatives, defining her company’s Insurance digital strategy. She also co-led the successful divestiture of the Home and Auto business to Aviva Canada, resulting in strong financial contributions and a unique business model and partnership that will provide enduring client value. She joined RBC Insurance in 2009 after several years in RBC’s Business Financial Services and Operations areas. McGarrity is an MBA candidate at Dalhousie University. She is passionate about community service and volunteers for a local hockey association, supporting the advancement of women in sport.

Duncan Meadows
Senior Manager, Insurance People Advisory Services , Ernst & Young LLP

  • Wednesday, May 25, 2022

    12:30 p.m. - 1:15 p.m.: THE FUTURE OF WORK IN INSURANCE

Duncan Meadows

Senior Manager, Insurance People Advisory Services , Ernst & Young LLP

Meadows has been with EY for nearly 10 years, helping financial services clients in Canada, the UK and globally to reimagine their workforce and operating models. He has led numerous organization design, change management and culture projects, both in terms of strategy definition and implementation. Prior to EY, Duncan worked for AXA Insurance and held roles across strategy, claims, distribution and proposition. He earned a Management Sciences degree from Loughborough University in England.

Macan Nia
Co-Chief Investment Strategist, Manulife Investment Management

  • Wednesday, May 25, 2022

    11:00 a.m. - 11:45 a.m.: 2022 CMS OUTLOOK: WE’LL GET TO OUR DESTINATION, BUT THERE WILL BE PIT STOPS ALONG THE WAY

Macan Nia

Co-Chief Investment Strategist, Manulife Investment Management

Nia joined Manulife in 2008, and as Co-Chief Investment Strategist, he has a range of responsibilities, from market and economic analysis to investor education. He analyzes and interprets the economy and markets on behalf of Manulife Investment Management, and works with the portfolio management teams to provide clients and investment intermediaries with guidance and commentary on strategies and asset allocation weightings. He is an Honors Business Administration graduate from the Richard Ivey School of Business, University of Western Ontario.

Scott Plummer
Vice President, Product Management, Vitech Systems Group

  • Thursday, May 26, 2022

    10:15 a.m. - 11:00 a.m.: ACHIEVING SUCCESSFUL DIGITAL ENGAGEMENT

Scott Plummer

Vice President, Product Management, Vitech Systems Group

Plummer is accountable for driving solutions from ideation through development, as well as digital transformation strategy and execution. In addition to roles at Marsh & McLennan and Origami Risk, Plummer served 14-plus years at Guidewire, the leading provider of P&C insurance software solutions, spearheading product efforts for the company’s claims management and digital policy lifecycle products.

Barry Redfern
Director, Product Management, Vitech Systems Group

  • Thursday, May 26, 2022

    10:15 a.m. - 11:00 a.m.: ACHIEVING SUCCESSFUL DIGITAL ENGAGEMENT

Barry Redfern

Director, Product Management, Vitech Systems Group

Redfern is responsible for steering V3locity platform solutions, strategy and execution. Prior to joining Vitech, he worked at Guidewire for seven years, leading the product efforts for the firm's persona-centric digital products servicing the full insurance lifecycle. He holds a Science degree from the University of Limerick.

Kartik Sakthivel, PhD, MS-IT/MS-CS, MBA, PGC-IQ
Vice President & Chief Information Officer and Regional CEO – Asia West , LIMRA and LOMA

  • Wednesday, May 25, 2022

    10:15 a.m. - 11:00 a.m.: THE COVID CATALYST: ON THE RIGHT SIDE OF DIGITAL TRANSFORMATION

Kartik Sakthivel, PhD, MS-IT/MS-CS, MBA, PGC-IQ

Vice President & Chief Information Officer and Regional CEO – Asia West , LIMRA and LOMA

As chief information officer for LIMRA and LOMA, Kartik Sakthivel is responsible for developing the information technology strategic direction for the enterprise. In this capacity, he directs and manages computing and information technology policies, programs and schedules for business and enterprise systems, and manages information services to meet LIMRA and LOMA’s corporate goals and objectives.

An industry thought leader, he champions the use of technology to improve the revenue, profitability, and efficiency of the organization. Joining LIMRA and LOMA in 2017, Sakthivel has broad industry experience, most recently as director of technology at Liberty Mutual Insurance.

He holds a doctorate in Computer and Information Sciences with a focus on AI and Information Quality from University of Arkansas at Little Rock, and a Master of Science in Computer Information Systems/Information Technology, as well as a Master of Business Administration from Southern New Hampshire University.

Andrea Wolfson
Partner, Financial Services People Advisory Services, Ernst & Young LLP

Andrea Wolfson

Partner, Financial Services People Advisory Services, Ernst & Young LLP

As a strategic change management and HR leader in EY’s People and Workforce advisory practice, Wolfson leads its Canadian Financial Services PAS practice. She advises clients on driving transformational change across their organizations, establishing people strategies, and evolving their workforce for the future. She has worked with clients across multiple industries including financial services, retail, technology, health care, Canadian crown corporations, oil and gas, and telecommunications. Her specialties span operating model and organization design, change management, talent management and HR service delivery. She holds an MBA from McGill University.

Darryl Wright
Associate Partner, Workforce Advisory Practice, Ernst & Young LLP

  • Wednesday, May 25, 2022

    12:30 p.m. - 1:15 p.m.: THE FUTURE OF WORK IN INSURANCE

Darryl Wright

Associate Partner, Workforce Advisory Practice, Ernst & Young LLP

Wright is EY’s National Lead for Talent and Future of Work. He led its people response to COVID-19 for clients and repurposed all existing assets and services to build clients’ enterprise resilience. He has extensive cross industry and international experience in human capital strategy, organization effectiveness and leadership development for global firms in banking, corporate education, consumer goods, retail, food and beverage. Prior to joining EY, he held senior executive roles, including as Chief Talent Officer for Scotiabank, Head of Organization Development and Change for a large international brewer, Global Organization Effectiveness Head for Africa’s largest bank, CHRO for a prominent private equity firm, and Managing Director of a corporate executive development and consulting practice.

Agenda

Registration

Early Registration Fees (through May 9):
Member:  CD$325 + HST
Non-Member: CD$495 + HST

Standard Registration Fees (after May 9):
Member: CD$435 + HST
Non-Member: CD$655 + HST

Cancellation Policy
All cancellations must be received in writing. Cancellations received by May 10, 2022, will be refunded, less a CD$100 processing fee. No refunds will be issued after May 10, 2022.

In the event that this conference is canceled by LOMA for any reason, LOMA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LOMA be liable to the registrant for any other expenses.

Contact us to learn more:

LOMA Canada

905-530-2309

lomacanada@loma.org

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