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Canadian Insurance Top Broker Events

2016 Canadian Insurance Top Broker Summit



Canadian Insurance Top Broker was proud to once again host the Top Broker Summit. This year, the conference was held on November 14 at the Ritz-Carlton Hotel. The Top Broker Summit is a day of education and networking that gives top producing commercial insurance brokers the opportunity to hear from industry leaders and speak with senior-level risk managers. This exclusive single-day event is designed to provide delegates with the business intelligence they need to grow their book, differentiate themselves from the competition and create winning long-term strategies.

The event's aim is to also bring together the brokers, risk managers and insurance executives in a mutually beneficial forum. Attendees are made up of top producing insurance brokers, broker owners and broker management, senior risk managers and insurers.


The Top Broker Summit is reserved for brokers only. Non-brokers are welcome to attend with a sponsorship or table purchase.



Coverage of the 2015 Top Broker Summit




View the 2016 Agenda



CONTACT INFORMATION

For general agenda inquiries, please contact project manager, Jennifer Hughey
For future sponsorship opportunities, please contact Stefanie MacDonald
More Industry Events
Mar 30 GTA Broker Bash The Fifth Social Club, 225 Richmond Street West, Toronto, ON Organizer: First Insurance Canada http://firstinsurancefunding.ca/events/toronto-broker-bash-march You're invited to join us for our monthly broker bash on the last Thursday of each month. This great networking event is a great opportunity to meet fellow industry professionals. We look forward to seeing you there.

5:00pm – 7:00pm
Mar 30 Vancouver Broker Bash Moose's Down Under, 830 West Pender Street, Vancouver, BC Organizer: First Insurance Canada http://firstinsurancefunding.ca/events/vancouver-broker-bash-march You're invited to join us for our monthly broker bash on the last Thursday of each month. This great networking event is a great opportunity to meet fellow industry professionals. We look forward to seeing you there.

5:00pm – 7:00pm
Mar 31 Joint Association Curling Bonspiel Westmount Golf & Country Club, 50 Iverness Drive, Kitchener, ON Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9726 The Insurance Brokers Association of Waterloo Region, The KW Ontario Insurance Adjusters Association and The Insurance Institute of Ontario Conestoga Chapter invite you to join us for our 5th Annual Curling Bonspiel on Friday March 31st at the Westmount Golf & Country Club!

Register for the morning draw 9 to 12:00 or the afternoon draw 1:00 to 4:00 (both draws include lunch 12:00 – 1:00) Cost $50 per curler or $200 per team of four (please add hst)

Registrations will be accepted in the order they are received so register early to avoid disappointment. Individual or team entries welcome. Whether you’re a veteran of the rink, or an absolute freshman no matter. This is a day for all curlers to come out and enjoy the fun! You may be the lucky winner of the “Hog” prize.

Note: Wear warm clothing; flat, clean shoes
Apr 4 Commercial Condo Unit Owners – Special Insurance Requirements WEBINAR - Online Fees: $125 + $NA non-members Organizer: IBAO http://www.ibao.org/education/webinars/commercial-condo-unit-owners-special-insurance-requirements/ Sharing a building with other companies offers numerous advantages beyond a lower purchase price, including the shared cost of maintenance, insurance, property taxes and heating. Buildings are also often run by management companies, saving entrepreneurs the headache of operating a building alongside their own business. This webinar outlines the special insurance requirements of Commercial condo units.

Objectives

  • Commercial Condo Units vs Residential
  • Mixed Use Condos
  • Unit Boundaries
  • Common Elements
  • Special Insurance Requirements
Apr 5 Petit déjeuner conférence / Breakfast conference Club St-James 1145, av. Union, Montreal, QC Organizer: WICC Québec https://wicc.ca/qc/event-registration/?ee=16 WICC Québec a le plaisir de vous inviter à son déjeuner conference annuel! Dr Réjean Lapointe abordera le thème “Amener le traitement jusqu’à la tumeur”.

WICC Québec is pleased to invite you to its annual breakfast conference! Dr. Réjean Lapointe will be speaking about “Bringing the treatment to the tumor”.
Apr 6 Airbnb – Understanding the Risks of Short-Term Rentals WEBINAR - Online Fees: $125 + $NA non-members Organizer: IBAO http://www.ibao.org/education/webinars/airbnb-understanding-risks-short-term-rentals/ Did you know there are over 15,000 Airbnb hosts in Ontario? That’s just one of the many home sharing/short-term rental platforms available to your clients, some of whom might be sharing their homes themselves. Do you feel comfortable advising the clients who represent a whole new spectrum of risk? Objectives

  • Create value by identifying unprotected exposures of the Airbnb Host Guarantee
  • Improve your bind ratio thanks to efficient data collection and strong product knowledge
  • Control your loss ratio with tangible advice to mitigate your clients’ risks
Apr 7 2017 WICC Ottawa Sugar Bush Breakfast The Shaw Centre Trillium Ballroom (4th Level), 55 Colonel By Drive, Ottawa, ON Fees: $50 per person + HST Organizer: WICC https://wicc.ca/on/event-registration/?ee=19 Join us for breakfast as we celebrate in the traditional French Canadian Sugar Bush ambience!

Dress to impress in plaid!

TIME:
7:30am - Registration
8:00am - Delicious Sugar Bush Breakfast & Entertainment
9:30am - Back to the office!

LOCATION:
The Shaw Centre
Trillium Ballroom (4th Level)
55 Colonel By Drive, Ottawa

TICKETS:
$50 per person + HST
$500 for Table of 10 + HST

**Please note: tickets will also be available for purchase at the door on April 7th!
Apr 10 - 13 Town Halls – Insurance Brokers Association of Ontario multiple cities, Ontario Organizer: Insurance Brokers Association of Ontario http://www.ibao.org/events/regional-meetings/ The IBAO is going on the road to meet with members across the province for an open discussion on what’s taking place in the industry. The regional meetings will include conversations regarding the IBAO’s strategic plan and developments affecting the industry such as auto reform, technology and changing consumer needs. All regional meetings are free for members and accredited by the Registered Insurance Brokers of Ontario.
Apr 12 2017 WICC Gala Fairmont Royal York Hotel 100 Front Street West, Toronto, ON Fees: $225 per person + HST Organizer: WICC https://wicc.ca/on/event-registration/?ee=28 WICC proudly presents DISCO GLAM

TIME:
5:00 pm - Cocktails and Silent Auction
7:00 pm - Dinner
9:00pm - Silent Auction close

LOCATION:
Fairmont Royal York Hotel
100 Front Street West
Toronto, Ontario
Canadian Ballroom

ATTIRE:
Disco Glam (Prize for best costume)

TICKETS:
$225 per person + HST
$2200 for Table of 10 + HST
Apr 13 CSIO 2017 Members' Meeting Shangri-La Hotel, 3rd Floor, Museum Room, Toronto, ON Speaker(s): Erin Elofson Head of Financial Services, Retail & Telecom Facebook Canada Fees: Attendance is complimentary for CSIO members Organizer: CSIO https://www.csio.com/news-events/csio-2017-members-meeting Join us at the CSIO 2017 Members’ Meeting & Reception for an afternoon of networking and education with brokerage owners and industry executives, discovering opportunities to leverage consumer trends and prepare your business for success in today’s digital marketplace.

Keynote address: Platform Strategy: Creating Exponential Value in a Connected World
Erin Elofson - Head of Financial Services, Retail & Telecom Facebook Canada
Apr 18 Family Status + Disability Accommodation for Managers Fees: Free Organizer: IBAO http://www.ibao.org/education/webinars/family-status-disability-accommodation-managers/ Have you noticed more and more, employees are asking for time-off for health concerns, disability, family or childcare? Do you know your obligations? In this one-hour webinar, The T-R Group explores myths and answers questions about accommodation in the workplace.

Objectives

  • Define what is and what is not accommodation under Human Rights legislation
  • Identify employer obligations for accommodating an employee
  • Explore when accommodation stops; understand the consequences of denying an employee accommodation
Apr 20 Assessing + Insuring the Allocation of Risks in Commercial Agreements WEBINAR - Online Fees: $125 + $NA non-members Organizer: IBAO http://www.ibao.org/education/webinars/assessing-insuring-allocation-risks-commercial-agreements/ Nearly every business enters into numerous contractual agreements each year, which can have a significant impact on the insureds’ risk profile. The allocation of risks is one of the most important issues determined in Commercial agreements, and brokers are often called upon to assess and insure these risks once allocated. This webinar reviews common contractual risk transfer provisions to better understand risk management and insurance implications.

Objectives

  • Understand the insurance implications of various types of contractual indemnities and insurance obligations
  • Understand the implications of covenants to insure and waiver of subrogation provisions
  • Understand the implications of additional insureds and additional named insured requirements
Apr 27 Peers & Beers - Victoria Spring 2017 Moon Under Water Brew Pub, 350 Bay St, Victoria, BC, V8T 1P7 Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9955 Are you a beer lover? Or would you like to experience beer specially complemented by food? Join us for our Inaugural Beer Tasting; a 3-course meal, each paired with a beer designed to bring out the flavours of both food and brew. Enjoy and network with your peers and clients throughout the evening!

SAVE-THE-DATE & TIME
Thursday, April 27, 2017
5:30pm: Reception
6:00 - 8pm: Beer Tasting with 3-Course-Dinner

STAY TUNED - REGISTRATION OPENING SOON!
May 2 - 4 Essential Management Skills Insurance Institute of Ontario, Conestoga Chapter, Conestoga, ON Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Seminars/Seminar.aspx?seminarId=9495

Leading others is challenging.

Having the skills to lead others makes the challenge enjoyable and rewarding.

Moving from career professional into the role of management is an exciting step in one’s career. As you make that shift, your role and the skills you need to be effective will change. New managers must work hard to adapt to the challenges of managerial work and their new network of relationships and responsibilities. The transition into management requires changes in the way you:

  • Present yourself
  • Interact with your team
  • Work and organize your day
  • Make decisions
  • Are measured and evaluated

Come and learn more about your Leadership style and its impact on your team; the Performance Management Life Cycle; Delegation; Conflict Management; and Motivation. You will leave the course equipped with the core skills of management that will enable you to master the day-to-day challenge of leading others and achieve maximum results through your direct reports.

May 2 - 3 Partners in Prevention 2017 – “The New Workplace” The International Centre, Mississauga, ON Speaker(s): Neil Pasricha, Curt Steinhorst, Steven Page http://wsps.ca/pip/pip_home.html No one can deny that the workplace has changed dramatically in the last decade. The prevalence of mobile devices, ubiquitous internet access, telecommuting and working remotely have arguably improved productivity, but the human side of the equation must not be overlooked – work-life balance, corporate culture and mental wellness continue to be organizational priorities. The New Workplace – this year's theme – will be explored in depth at Partners in Prevention 2017, Canada's largest and longest-running health and safety conference and trade show.

Partners in Prevention 2017 returns on May 2 and 3, 2017 at The International Centre in Mississauga, Ontario. This conference will bring you up-to-date on the changes in the new workplace by featuring two days of celebrated keynote speakers, workshops and professional development courses. There are over 50 in-depth sessions that are relevant from a business, legal, and insurance perspective with topics ranging from the challenges of the new workplace to technological trends and new legislation to name a few.

Also, included is a busy trade show with over 410 booths highlighting the latest in market trends, workplace products and services and interactive experiences. For more information please visit: http://wsps.ca/pip/pip_home.html
May 9 - 10 Think on Your Feet® Insurance Institute Southern Alberta, Calgary, AB Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Seminars/Seminar.aspx?seminarId=9494

Many people struggle with finding effective ways to collect their thoughts quickly, to express their ideas clearly, and to make a lasting impression. Think on Your Feet® techniques make all of this possible.

Think on Your Feet® provides a practical, intensive and interactive workshop to help people speak spontaneously with CLARITY, BREVITY AND IMPACT®. Come and learn to:

  • Answer questions on the spot
  • Present ideas clearly, concisely and memorably
  • Explain complex concepts easily
  • Get to the point
  • Be more persuasive.

The Insurance Institute of Canada partnered with McLuhan & Davies Communications, Inc to make the world renowned Think on Your Feet® course available to insurance professionals through the Insurance Institute. Karen Bergin is the IIC certified Think on Your Feet® facilitator.

May 9 Insuring Seasonal Homes WEBINAR - Online Fees: $125 + $NA non-members Organizer: IBAO http://www.ibao.org/education/webinars/insuring-seasonal-homes/ Many policyholders are captivated by the lure of owning a vacation home. Whether the property is a park model trailer, an ocean side retreat or a mountainside ski condo, brokers must understand the unique insurance needs of all forms of seasonal dwellings.

Objectives

  • Discover the different types of seasonal homes and learn to identify exposures to property and liability losses
  • Understand insurance to value concerns with seasonal dwellings
  • Learn about the various methods of insuring seasonal properties
May 11 Building Better Relationships at Work using DiSC® Insurance Institute of Northern Alberta, Edmonton, AB Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Seminars/Seminar.aspx?seminarId=9497

Have you ever wondered why connecting and working with some people is easier for you than with others? Have you noticed that you relate better to colleagues who focus more on creating momentum and inspiring others than those that are very direct, or strive for accuracy and perfection?

If you find that there are some people that are much harder to work with than others, come and learn how to bridge the gaps and differences when working with others.

In this 1 day course you will gain a deeper understanding of your personal style and your impact on others. Learn how to minimize potential conflict resulting from differing styles and approaches. Lastly, develop strategies to better communicate and work with individuals whose style is different than yours.

May 11 Wine & Cheese & Learn: Kidnap & Ransom Insurance Ottawa Chapter Office 300-1335 Carling Ave, Ottawa, ON Speaker(s): Rob Hanson, CFA - Underwriting Officer, Financial Lines, Chubb Insurance Fees: IIO Member: $30.00 Organizer: Insurance Institute of Canada http://www.insuranceinstitute.ca/en/insurance-education/Events/Event.aspx?eventId=9929 When a company conducts business overseas, they are prepared for language barriers and diverse laws, customs and negotiating styles. What they cannot predict is political upheaval and the increased danger of abduction and extortion.

Kidnapping is big business. There are an estimated 8,000 kidnappings worldwide each year with annual global takings of $500 million. With a vast increase in kidnapping over the last six years, it is becoming a fact of life in many of the world’s most dangerous territories.

Join your industry colleagues for this after-work event to network, enjoy delicious wine and cheese and learn how to provide maximum financial and security protection for your clients in the event of a kidnapping or extortion loss.

Learning Objectives:

  • History of kidnap & ransom coverage
  • Underwriting considerations
  • Kidnapping coverage
  • Threat coverage
  • Delivery coverage
  • Expense coverage
  • Emergency political repatriation coverage
  • Accidental loss coverage
  • Legal liability coverage
  • Enhancements & endorsements
May 11 Deciphering Broker/Company Contracts WEBINAR - Online Fees: $69 + $NA non-members Organizer: IBAO http://www.ibao.org/education/webinars/deciphering-brokercompany-contracts/ Are you curious about what goes into negotiating a broker/company contract? What should you be aware of when entering a new agreement? This 1-hour webinar will review several types of broker/company contracts and explore important clauses to be aware of. Facilitated by legal counsel that has been providing insurance company contract review consultation for over 12 years and has reviewed all major insurance company contracts during this time frame.

Objectives

  • Develop the ability to understand various legal clauses
  • Understand areas of concern and what to look out for
  • Understand your opportunities for negotiation and customization
Jun 21 - 22 7th Annual Digital Marketing for Financial Services Summit Westin Harbour Castle, Toronto, ON http://www.financialdigitalmarketing.com/ The Digital Marketing for Financial Services Summit is the largest gathering of financial digital marketers in Canada. This exclusive marketing conference is the only event designed specifically to give Financial Institutions the tools to elevate their digital strategy and build business. Gain practical strategies and guidance to:

  • Ensure consistency across touchpoints to win and retain clients
  • Break through the noise with expert analytics and attribution strategies
  • Adopt creative strategies from disruptors and innovators in finance
  • Create targeted and personalized experiences with big data
  • Reach and engage customers while respecting regulations and privacy laws

Overcome the unique challenges marketers face in financial services and take away tactics from the best in the industry at this one-stop event — just for Canada!
Jun 29 7th Annual Silvercrest Golf Tournament Sirocco Golf Club, Comp 21 Site 13 RR 9, Calgary, AB Organizer: WICC https://wicc.ca/ab/event-registration/?ee=25
Sep 7 14th Annual WICC Golf Charity Fundraiser Westwood Plateau Golf & Country Club, Coquitlam, BC Fees: $250.00 per player (Golf, Box Lunch & Dinner) or $75.00 per person (Dinner only) Organizer: WICC https://wicc.ca/bc/event-registration/?ee=20 Join us on Thursday, September 7th for an 18-hole Texas scramble at the beautiful Westwood Plateau Golf & Country Club & experience the finest Mountain Golf Course in British Columbia! Participants enjoy lunch and dinner during the day. The event also includes a golfer giveaway, raffle prizes and a silent auction. Join us for this great event in support of cancer research!

GOLF TICKETS:
$250.00 per player (Golf, Box Lunch & Dinner)

DINNER ONLY (limited seats):
$75.00 per person

SCHEDULE:
10:30 am to noon - Registration
12:30 am - Shotgun Start (18 Holes)
5:30 pm - Post-game refreshments
7:00 pm - Dinner & Fundraising

DRESS CODE IN EFFECT: No denim. Soft spike golf shoes only.
Sep 12 Assessing + Insuring the Allocation of Risks in Commercial Agreements WEBINAR - Online Fees: $125 + $NA non-members Organizer: IBAO http://www.ibao.org/education/webinars/assessing-insuring-allocation-risks-commercial-agreements/ Nearly every business enters into numerous contractual agreements each year, which can have a significant impact on the insureds’ risk profile. The allocation of risks is one of the most important issues determined in Commercial agreements, and brokers are often called upon to assess and insure these risks once allocated. This webinar reviews common contractual risk transfer provisions to better understand risk management and insurance implications.

Objectives

  • Understand the insurance implications of various types of contractual indemnities and insurance obligations
  • Understand the implications of covenants to insure and waiver of subrogation provisions
  • Understand the implications of additional insureds and additional named insured requirements
Sep 24 - 25 IVANS Connect 2017 MGM Grand, Las Vegas, Nevada Organizer: Applied Systems http://ivansconnect.com/ In conjunction with Applied Net, conference to bring together insurers, MGAs, solution providers and agencies to advance digital distribution and servicing through the insurance lifecycle.

Hosted by IVANS, the conference features powerful educational sessions specifically designed to demonstrate and discuss the many benefits of digital distribution and automated servicing throughout the insurance lifecycle. This unique event offers new, actionable insights on how to leverage the IVANS network of more than 30,000 agencies and 380 MGAs and insurers to identify new business opportunities and markets, as well as data-driven market insights, to drive profitable growth. In addition to IVANS Connect, insurers and MGAs will have the opportunity during the Applied Net conference to participate in more than 200 educational sessions, inspiring keynote presentations and networking opportunities that will explore how to take advantage of the opportunities created by the digital transformation of insurance.

“The digital transformation of insurance is providing new, innovative ways for the industry to distribute products and service customers,” said Thad Bauer, vice president and general manager, IVANS Insurance Solutions. “IVANS Connect is a unique forum for key industry stakeholders to participate in powerful educational sessions and networking to further recognize the benefits of increased connectivity throughout the insurance lifecycle.”

Register now for IVANS Connect 2017

Join the conversation on Twitter with hashtag #IVANSConnect
Sep 25 - 28 Applied Net 2017 MGM Grand, Las Vegas, Nevada Organizer: Applied Systems and Applied Client Network http://appliednet.com/ Industry's leading agents, brokers and insurers to discuss the opportunities created by the digital transformation of insurance; registration now open.

This year's conference theme, The Digital Transformation of Insurance, focuses on how agencies, brokerages and insurers that embrace digital transformation are well positioned to adapt to today's customer service realities and capitalize on new business opportunities. As the leading forum for innovation and education, Applied Net 2017 promises more than 200 educational sessions, inspiring keynote presentations and networking opportunities to explore how to take advantage of the opportunities created by the digital transformation of insurance.

“Year after year, Applied Net brings together the largest global gathering of independent agents, brokers and insurers to address technology and industry developments,” said Reid French, chief executive officer, Applied Systems. “This year's Applied Net will evaluate how new innovations are changing consumer expectations and driving digital transformation across the insurance industry.”

Register for Applied Net 2017

Join the conversation on Twitter on hashtag #AppliedNet
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