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13th Annual Canadian
Corporate InsuranceCaptives
Strategies Summit
&
The Strategy Institute presents
Risk Managers: Maximize Insurance ROI, Mitigate Risks and Reduce Costs
Monday June 5th, and Tuesday, June 6th, 2017 | One King West, Toronto, ON
www.CaptivesInsurance.com
Take Away Key Strategies to:
• Develop Global Risk Management Strategies
• Reduce Costs
• Evaluate the Pros and Cons of Captives
• Select a Domicile
• Maximize Insurance ROI
• Manage Long-term Value
• Navigate Regulations
Meet + Network + Learn From:
Gordon Anderson, President, Cidel Trust Company
Dan Kugler, VP Enterprise Risk Management, The REV Group
Gary Pearce, Vice President Risk Management, Kelly Services, Inc.
Jason Keyfitz, National Captive Solutions Practice Leader, Marsh Canada
Silver SponsorGold Sponsor Bronze Sponsor Partners
Cynthia Johansen, Registrar/CEO, College of Registered Nurses of British Columbia
Zach Finn, Director, Davey Risk Management & Insurance Program, Butler University
Leading RISK MANAGERS share their strategies
Who You Will Meet:
VPs, Directors & Managers in Risk/Insurance, Chief Risk Officers, CFOs & Controllers, Treasurers, Captive Owners (Current and Future)
• Mitigate new risk exposures
• Achieve lower costs and increased revenue
• Explore new fronting strategies to save money and lower risk
Captive Managers, Brokers, Service Providers, Consultants, Reinsurers and Fronting Carriers
• Respond to the needs of risk managers
• Deliver your solutions to industry’s emerging concerns
• Connect with current and potential captive owners
Start the Conversation Before the Summit!
TwitterSpread the word and engage in discussions about captive insurance by tweeting your thoughts and following @RiskInsuranceCA.
LinkedInJoin the conversation before meeting up at the conference. Become a member of our LinkedIn Community today: Canadian Captives & Corporate Insurance Strategies
Acquire Critical Insightfrom 8+ Leaders
New This Year
Welcome to the 13th Canadian Captives & Corporate
Insurance Strategies Summit!
As the only gathering of its kind in Canada it is the must-attend event for risk
managers, current and prospective captive owners, captive managers, and
others working in risk management and corporate insurance.
Whether you’re just considering a captive or looking to fine tune your captive
strategy, this conference has something to offer you. Compare and contrast
different options, hear first hand what drives captive formation, and gain
insights into captive optimization.
Keep abreast of regulatory changes, tax updates and innovative investment
strategies. Ensure the operational excellence of your captive to protect your
parent company through governance, policies and increased audit vigilance.
Stand on the shoulders of giants; gain insights from the successes – and
challenges – of other captives. Source new insights to strengthen your captive
as a risk management tool at a lower cost.
We look forward to seeing you there!
Your Canadian Captives &
Corporate Insurance Strategies Summit Team
Strategy Institute
Register today by calling: 1 866 298 9343 x 200
▼ More risk managers than ever before
▼ Interactive speed networking
▼ More VP and C-level speakers
▼ Public and private captive owners
▼ Content on all parts of the captive lifecycle: forming, developing and closing out
Explore your benefits and book your overnight stay today!
One King West is the hotel of choice for successful, savvy business travelers who seek high quality modern condo suites. Ideally located, One King West connects you to the city’s business, entertainment and shopping
districts. One King West truly stands alone in Downtown Toronto, offering guests such unrivalled benefits as…
Directly connected to the city’s famed underground “PATH” network, a veritable underground city, linking 16 miles of shops, services and offices. Most of Toronto’s favourite attractions are mere steps away.
Booking your room at the hotel gives you advantages...• Location: Prime location, within walking distance to Toronto’s business, entertainment, sports, and shopping districts.
• Upscale Amenities: One King West offers the finest in personalized boutique hotel amenities, including full concierge services, valet parking, a business centre, and a modern rooftop fitness centre.
• Networking: Maximize your relationship building by staying at the same hotel as the conference! Special onsite social activities will be arranged. Don’t miss out.
Save travel time and money. Take advantage of our conference rate of $239.00/night, plus taxes. Mention “Strategy Institute – Captives” when you make your reservation. Call 1-866-470-KING (5464).
Location: One King West Hotel & Residence 1 King Street West, Toronto, ON, M5H 2M9www.onekingwest.com
Your Conference Venue!
Reserve Your Room Today! | Phone: 1-866-470-KING (5464)
SPECIAL GUEST RATES:
Take Away 8 Solutions to Your Challenges:
1. Ensure ROI: Improve your corporate insurance return
2. Benchmarking: Meet industry standards
3. Domicile selection: Identify the best location for your captive and parent
4. Launching a captive: Evaluate how to create a captive
5. Captive growth: Manage risk to ensure captive growth
6. Generate profits: Discover how to benefit
7. Captive lifecycle: Anticipate changes in uncertain times
8. Investment strategies: Maximize returns
Register Today
Arrow Transportation Systems • Canada Cartage • Canada Post Corporation • Canadian Dental Service Plans Inc • Eldorado Gold Corporation • General Motors • Giant Tiger • Hudbay Minerals Inc. • Lundin Mining Corporation • Mainroad Group • Nestle • Newalta • Nexen Inc • Premium Brands Holding Company • Rio Tinto • TDL Groups Corp. • TransCanada Corporation • Vale • Vancouver Island Health Authority • Winnipeg Airports Authority Inc.
Past Attendees Include
Register online at: www.CaptivesInsurance.com
Get all the updates you need on captive insurance
Save your spot now for Canada’s largest conversation on captive insurance.
1-866-298-9343 x 200
registrations@strategyinstitute.com
www.captivesinsurance.com
Take away key insights from world leaders.
A first class venue very suitable for learning and networking.
DAY ONEMonday, June 5th, 2017
8:00 AM Registration & Continental Breakfast
8:45 AM Opening Comments from the Chair
11:45 AM Networking Lunch
11:15 AM Industry Expert
Evaluate Reinsurance Options to Mitigate Your Risk ProfileCaptives can make use of reinsurance to save you money without added risk. Acquire new strategies on how your organization can lower insurance premiums. Create a roadmap to:
• Determine the best reinsurance options for your captive • Prepare your captive for regulatory changes in
reinsurance agreements • Monitor current and forecasted reinsurance trends
affecting your captive
Enable access for your organization into the reinsurance market.
9:45 AM Interactive: Speed Networking
Source Best Practices from Experienced Captive ManagersNetwork with your peers and hear about the innovative ways that they are using captives as part of their risk management strategy. Sources insights you won’t hear anywhere else in candid and off-the-record discussions.
Follow us on Twitter @RiskInsuranceCA
9:00 AM Opening Address
Implement Guidelines to Benchmark your Captive and Boost Performance Established captives require continual management to ensure high performance. Investigate how to measure the quality of your captive’s policies and programs. Master the success factors to:
• Identify potential problems, trends and patterns in your captive
• Benchmark your captive structure and policies against financial risks
• Examine market trends and typical losses for your company
Keep your captive performance robust and stable.
Jason Keyfitz, National Captive Solutions Practice Leader, Marsh Canada
10:00 AM Mid-morning Networking Break
2:45 PM Mid-afternoon Networking Break
1:00 PM Power Panel – Maximize Performance
Assess How to Use Captives to Manage Risks and Increase your ROI Captives can mitigate risks and provide financial returns. Maximize your captive’s performance based on best practices. Master the success factors to:
• Create greater value from your captive • Protect your organization against risks • Respond to your company’s changing needs
Walk away with a plan to attenuate risk and improve the ROI of your captive.
Wayne Nishimura Sr., Director, Risk Finance, FirstGroup America
Zach Finn, Director, Davey Risk Management & Insurance Program, Butler University
2:00 PM Case Study: Kelly Services
Deploying a Global Enterprise Risk Management Program to Deal with New RisksERM provides a framework to manage risks through captives and other mechanisms. Explore how to deploy your ERM to manage new and emerging risks. Sources insights on ERM for:
• Responding to the US/EU Privacy Shield program and the EU General Data Protection Regulation
• Maintaining compliance and mitigating cyber risks • Meeting social responsibility obligations
Keep emerging risks in check with a systematic approach to risk management.
Gary Pearce, Vice President Risk Management, Kelly Services, Inc.
10:30 AM Case Study: College of Registered Nurses of British ColumbiaWinding up your Captive to Meet your Changing NeedsDue to the cyclical nature of the insurance industry, captive owners should have an exit strategy. This session will explore a situation in which closing a captive was the right strategic move. The session will provide information about:
• Assessing the risks and benefits of your captive• Exploring alternative means of managing risks• Preparing to wind up your captive and transition
stakeholders impacted by the change
Develop a plan for all stages of your captive’s lifecycle.
Cynthia Johansen, Registrar/CEO, College of Registered Nurses of British Columbia
10:00 AM Case Study: Lafarge
Optimize the Use of your Captive to Create Value Across Market Cycles Deciding to utilize a captive requires a clear understanding of when a captive makes good financial sense and when it doesn’t. Build your captive strategy by assessing the value of a captive and how to use it effectively. Achieve a step-by-step action plan to:
• Maximize the benefits and minimize the limitations of your captive
• Protect yourself against unforeseeable financial risks • Provide tax efficiencies that preserve your
organization’s capital
Understand where your captive can have the most potential and manage its limitations.
3:15 PM Industry Expert
Applying Analytics to Optimize Risk Management and Captive Returns Analytics allow captive managers to improve their strategies and decision-making. Implement analytics to make your captive more efficient and maximize your financial returns. Take back to your office strategies to:
• Source data to enhance your company’s decision- making capacities
• Apply analytics to analyze scenarios facing your organization
• Redeploy capital in your organization to improve financial performance
Strengthen your risk management strategies with analytics to improve your investment returns.
3:45 PM Case Study: The REV Group
Covering Third-party Risks to Create a Profit Centre Out of your CaptiveCaptives are intended to cover high-frequency, low-severity risks to the parent – but they can also serve as a source of revenues. Cover third-party risk to diversify your portfolio and generate income. Explore strategies to:
• Identify sources of additional revenue• Work with third parties as part of your captive• Prepare for the requirements to cover related and
unrelated risks
Turn your captive into a revenue generator by insuring third parties.
Dan Kugler, VP Enterprise Risk Management, The REV Group
4:30 PM Conference Adjourns to Day Two
4:35 PM Executive Evening Networking Reception
Register online at: www.CaptivesInsurance.com
DAY TWOTuesday, June 6th, 2017
8:15 AM Registration
9:00 AM Opening Comments from the Chair
9:15 AM Opening Address:
Develop Investment Strategies for your Captive to Preserve Capital and Maximize Returns Your organization’s ability to retain risk will depend on the captive’s financial viability. Determine what you want to get out of your investments, what options are available to your captive, and how to work with your investment manager to create a portfolio that meets your current and future needs. Establish a roadmap to:
• Determine your asset allocation according to your risk profile and stage in captive lifecycle
• Evaluate the current capital market outlook and expected returns on your investments
• Maximize your captive’s investment return
Maximize the financial benefit of your captive with a solid investment strategy.
Gordon Anderson, President, Cidel Trust Company
10:45 AM Mid-morning Networking Break
Invaluable relationship building and that will bode well for years to come.
1:30 PM Case Study: Province of Nova Scotia
Using a Risk Register to Improve your Risk Management StrategyBefore you can manage risk, via captives or other tools, it’s essential to understand the value of those risks. Using a risk register can help quantify your risks in order to better inform your risk management. Source insights to:
• Understand major corporate categories of risk• Frame the risk question• Assess and select appropriate treatment plans
Quantify your risk to know what needs to be covered by your captive.
Bruce Langille, Managing Director of Risk Management & Security Services, Province of Nova Scotia
4:00 PM Case Study: FICOM
Gauge Your Captive With Financial Ratios to Assess PerformanceIn order to benefit from a captive it’s important to have a barometer for its performance. Using key financial ratios can allow you to measure your performance against best practices. Develop a plan to:
• Identify relevant financial ratios• Benchmark your captive against ratios• Develop a strategy around financial measures
Apply objective measures to assess the financial performance of your captive.
Doug Mclean, Deputy Superintendent, Financial Institutions Commission of British Columbia
2:15 PM Industry Expert
Take Advantage of Opportunities Within the Tax Framework to Maximize your ValueTax implications have a major influence on your organization’s captive strategy. Stay on top of the latest developments in international tax regulations to minimize your risks. Source your plan of action to:
• Take advantage of changes in tax rules for your organization
• Prepare your company for tax audits • Address your tax implications for parent companies
Understand the impact of tax incentives and implications to raise your captive’s value.
2:45 PM Mid-afternoon Networking Break
4:45 PM Conference Adjourns
Join us on LinkedIn: Canadian Captives & Corporate Insurance Strategies
11:15 AM Expert Panel: Domicile Selection
Evaluate the Advantages of Domiciles to Meet your Insurance and Investment Objectives Current and potential captives can utilize many different domiciles, each with their own benefits. Create an action plan for measuring each domicile’s value for your captive. Create a roadmap to:
• Identify and strengthen the goals of your captive • Discover the optimum regulatory environment for
your captive • Maximize the tax benefits of your captive
Design an action plan to secure the best domicile for your captive.
Kester Guy, Deputy CEO, Financial Services Commission, Invest Barbados
TBC, IMAC
12:15 PM Networking Lunch
Unparalleled insights for effective decision-making and strategic direction.
Winding down at one of the breaks makes for an inspiring experience.Connecting on a personal level and sharing actionable ideas.
3:15 PM Case Study: Butler University
Developing a Student-run Captive Insurance Company to Develop New TalentThe insurance and risk management industry is expecting a talent shortage as employees retire in the coming years. A captive insurance company offers a means of working with students to fill your talent gap. Source insights on working with young professionals to:
• Develop a captive feasibility plan• Select a domicile• Determine risks and appropriate coverage
Use a captive to train new insurance professionals.
Zach Finn, Director, Davey Risk Management & Insurance Program, Butler University
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Thought Leadership Room
Exhibit Room
Connect with world leading captives practitioners
Find answers to your biggest challenges!
Register online at: www.CaptivesInsurance.com
Event Sponsorship & Exhibit Opportunities at Canada’s Largest Captives SummitDevelop your business, build your brand or showcase your domicile to existing and potential captive owners. Ensure you are top of mind, as executives partner with industry experts to ensure the success of their captive.
Top 5 reasons to sponsor• Meet risk managers interested in
captive insurance
• Source insights from captive insurance thought leaders
• Improve your standing in the risk management industry as part of Canada’s only captives conference
• Speak directly to decision makers in exclusive networking sessions
• Nurture client relationships at this must-attend industry event
*Limited exhibit space and sponsorship packages are available.
Don’t Miss This Opportunity to Be at the Centre of the Action!
To learn more, contact Pierre Bennett at 416-944-9200 ext. 240 or email pierre@strategyinstutite.com*Limited exhibit space and sponsorship packages are available.
Who you Will Meet…
Corporations: 32%
Captive Managers: 19%
Reinsurance/ Insurance Brokers: 17%
Domiciles: 16%
Legal/Associations: 16%
Become a thought-leader to enhance your brand awareness.
13th Annual Canadian
Corporate InsuranceCaptives
Strategies Summit
&
www.captivesinsurance.com
ATTENTION MAILROOM: If undeliverable to addressee, please forward to: Chief Risk Officer, Risk Manager, Insurance Director, CFO, Controller/Treasurer, Tax Director
Registration Fee: Subject to 13% HST. Your investment includes luncheon, refreshments, networking breaks, continental breakfast, and original course materials. Payment is required in advance and can be made by company cheque, VISA, MasterCard, or American Express. Please make cheques payable to Strategy Institute Inc.
Group Discount: A Group Discount is offered for this conference (not in combination with any other offer). To be eligible for the Group Discount, delegates MUST register at the same time. The total discount per delegate (including applicable group discounts, etc.) MUST not exceed 25% of the regular conference costs.
Cancellations: Cancellations must be received in writing by May 22nd, 2017. Cancellations received by this date will be eligible for a prompt refund less a $495.00 (plus HST) administration fee. If you register for the program and do not attend, you are liable for the full registration fee unless you cancel according to the terms stated above. If you are unable to attend, delegate substitution is permitted up to, and including, the day of the conference.
Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permitting entry. There is no refund payable with respect to anyone refused entry. Any information obtained at the conference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference.
Evening Social Activities: Please drink responsibly. Strategy Institute shall not be liable for any consequential damages and/or personal injuries caused by excessive or irresponsible alcohol consumption.
4 EASY WAYS TO REGISTER
Tel: 1-866-298-9343 ext. 200 Email: registrations@strategyinstitute.com Web: www.captivesinsurance.comMail: Strategy Institute, 401 Richmond St, West Suite 401 Toronto, Ontario M5V 3A8
Conference Only $2,495
Regular InvestmentCONFERENCE CODE: 117011 SAVE $200Register by April 21st
SAVE $100Register by May 5th$995
Risk Manager
June 5th & 6th, 2017 | One King West, Toronto, ON
Meet + Network + Learn From
Event In Numbers
Reduce your INSURANCE COSTS!
2
7
8+
4+
Days of content
Networking sessions
Captive owners
VP/C-level speakers
top related