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Convention Educational Sessions (Recorded)
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Convention Educational Sessions (Recorded)

For those who were unable to attend the Convention, we have recorded several sessions for you. Per-session cost: members is $40 / non-members $60

2017-06-13 to 2017-08-31
When: June 2017
12:00 AM
Where: Canada
Contact: Tara Keohan

Online registration is closed.
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Choose one or more of the following sessions.

Broker Success Stories

Omni Channel—Building a “Digital First” User Experience, with Susan Gibert

Some of today’s most effective brands are realizing the benefits of aligning their online presence with terrestrial locations. Why is Amazon investing in retail pop-up locations? What has Apple been able to achieve with its store fronts? What can insurance brokerages in Canada learn from this shift to digital-first user experience, and what is the impact on terrestrial side of the business?

From Music to Insurance: A Raw, Digital, Startup Story, with Adam Hare

For the past decade Adam has devoted his life to being a passionate, creative leader who can think outside of the box. His professional career spans from young entrepreneur with his own clothing line to later managing a creative team for the world's leading entertainment company at Universal Music and, more recently, making waves in the insurance industry with the launch of his modernized, online brokerage, Insurance Jack. Adam will candidly dive into the ups and downs along his offbeat journey and reveal the secret sauce to winning in a digital era.

Travelers Institute Cybersecurity Symposium: Is Technology Putting Your Business or Clients at Risk?

Every organization that uses technology to do business is at risk of a cybersecurity threat. As technology becomes more complex and sophisticated, so do cyber risks, which is why every business needs to be prepared. Join the Travelers Institute during breakfast for an educational discussion about what steps your business and clients can take to help prepare for today’s cybersecurity environment. Gain insights into common cyber threats, how to establish your cyber team, creating a cyber culture, and responding to cyber incidents.

Trump: Taxes, Trade & Treasuries

Many cross-currents continue to buffet the global and Canadian outlook. Oil prices and the Canadian dollar have rallied, but there is still plenty of uncertainty and downside risks. The new U.S. President and the two-year negotiations between the European Union and Britain are top of the list so far. Central banks are responding in very different ways to these forces: the U.S. Federal Reserve is gradually normalizing interest rates, while the Bank of Canada is expected to stay on the sidelines for some time. Monetary policy in Japan, the U.K., and the Euro Area remains very accommodating.

Douglas Porter will address these and other issues, and discuss their impact on the North American economic outlook.

Douglas has over 25 years of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group, he oversees the macroeconomic and financial market forecasts and co-authors the firm’s weekly flagship publication, Focus. Douglas manages the team that won the prestigious Lawrence Klein award for forecast accuracy of the U.S. economy, and was named by Bloomberg as top Canadian forecaster.

Weather Gone Wild: The Capital Markets Must Consider the Contagion of Climate Change

Regardless of debates about the causal factors behind climate change, extreme weather events are clearly on the rise—from floods to droughts, fire, wind, and hail. Initially, the Property & Casualty insurers seemed vulnerable to extreme weather impacts, while other financial service sectors remained immune. However, this limited vulnerability is clearly no longer the case. The residential mortgage market, institutional and retail money management, and the credit rating process are all subject to extreme weather impacts that are often not fully appreciated. The presentation will illustrate how these various sectors are vulnerable to the “new normal” of extreme weather and, more importantly, what can be done to mitigate risk and/or maximize opportunity.
Blair Feltmate is Head of the Intact Centre on Climate Adaptation, University of Waterloo. The primary purpose of the Intact Centre is to mobilize practical and cost-effective means to help de-risk Canada from the costs associated with extreme weather events. Previous positions Blair has held include Vice President, Sustainable Development, Bank of Montreal; Director, Sustainable Development, OPG; and Partner, Sustainable Investment Group/YMG Capital Management. He has written scores of papers on climate change, sustainable development, and the capital markets and is interviewed by the media about 100 per year.

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