Professional Development
 
Annual Meeting banner 2014

Program (PDF version)

WEDNESDAY, JUNE 18, 2014

07:00–17:00 Registration and CIA Information Desk

07:00–07:45 Hot Buffet Breakfast

08:00–08:50 General Business Session

Session 1 • General Business Session (session taped and interpreted)
Practice Area:  General
Relevant to:      All
Speakers:  
Jacques Lafrance, CIA President
John Dark, CIA Secretary-Treasurer
Lynn Grenier-Lew, Chair, 2014 Annual Meeting
Robert Stapleford, Incoming President-elect
Larry Miller, Chair, Elections Committee

09:00–10:15 Concurrent Sessions

Session 2 • CIA Update on Key Activities
Practice Area:   General Business and Professionalism
Relevant to:        All
Moderator:         Michel Simard, CIA Executive Director
Speakers: 
Jacques Lafrance, CIA President
Jacques Tremblay, CIA President-elect
Micheline Dionne, Chair, Committee on International Relations (CIR)
Jason Vary, Chair, Eligibility and Education Council (EEC)
Marc Tardif, Chair, Member Services Council (MSC)
Pierre Dionne, Member, Practice Council (PC)
Michel Simard

Session 3 • Regulator Update/PPFRC Update
Practice Area:    Pension
Moderator:         Tulio Walles Mora (FCIA), Eckler
Speakers: 
Abraham Koomson*, director of pensions, Financial Institutions Commission of British Columbia
Mark Mervyn (FCIA), consultant, AON Hewitt
Simon Nelson (FCIA), consultant, Eckler

Session 4 • Healthcare in Canada—Survey and Projections
Practice Area:     Group Life and Health
Moderator:           Isabelle Bouchard (FCIA), vice-president, group insurance, RGA
Speakers: 
John Have (FCIA), president, Have Associates
Stéphane Levert (FCIA), vice-president, group and new initiatives, SCOR Life Canada

Session 5 • CRO Roundtable
Practice Area:    ERM
Joint with:            P&C, Corporate Life and Health
Moderator:        
Ash Goorachurn (FCIA), assistant vice-president, portfolio management, Sun Life Financial
Speakers: 
Saskia Goedhart*, partner, financial services risk management, Ernst and Young
Kathryn Hyland (FCIA), senior vice-president, risk management, Swiss Re
Jean-François Lafond (FCIA), director, insurance risk management, Desjardins Group

Session 6 • What Will Be the Impact of the Recent T10 Industry Lapse Rate Study?
Practice Area:     Individual Life and Health
Moderator:          Blake Hill (FCIA), pricing officer retail markets, Manulife Financial
Speakers: 
Ken Fraser*, president, Fraser Group
Sharad Mehra (FCIA), assistant vice-president, individual life, Munich Reinsurance

Session 7 • Investing in Real Assets
Practice Area:    Investment
Moderator: 
Patrick Chamberland (FCIA), director, policy portfolio and asset liability management, Investissements PSP
Speakers: 
Louis Martel (FCIA), managing director and chief client strategist, Greystone Managed Investments
Courtney Werner*, head of investor services, North America, Preqin

10:15–10:45 Refreshment Break and Exhibit Hall Opening

10:45–12:00 Concurrent Sessions

Session 8 • CLIFR Update
Practice Area:    General Business and Professionalism
Joint with:           Corporate Life and Health
Moderator:          Rebecca Rycroft (FCIA), principal, Oliver Wyman
Speakers: 
Josephine Marks (FCIA), principal, Eckler
Rebecca Rycroft
Nikolai Serykh (FCIA), assistant vice-president, biometric research, Munich Reinsurance
 
Session 9 • Pension Risk Management: Adapting in a Dynamic Environment 
Practice Area:     Pension
Relevant to:         Investment
Moderator:         
Heather Wolfe (FCIA), managing director, client relationships, defined benefit solutions, Sun Life Financial
Speakers: 
Patrick De Roy (FCIA), principal, Eckler
François Pellerin*, LDI strategist, Pyramis Global Advisors

Session 10 • Voluntary Benefits
Practice Area:    Group Life and Health
Moderator:         Kyle Wu (FCIA), actuary, Pacific Blue Cross
Speakers: 
Guy Poliquin (FCIA), senior vice-president, group business, RGA International
Bonnie Brazzell*, vice-president, Eastbridge Consulting Group

Session 11 • Update from the ERMAC and CRMCR 
Practice Area:     ERM
Relevant to:         P&C, Corporate Life and Health
Moderator:         
Shannon Patershuk (FCIA), regional manager, retiree program relations (west), Johnson
Speakers: 
Robert Berendsen, (FCIA), Chair, CRMCR
Shannon Patershuk
Sim Segal, president, SimErgy Consulting
 
Session 12 • Individual Life, the Next Wave. Come and Surf with Us
Practice Area:     Individual Life and Health
Moderator:          Jean-Pierre Cormier (FCIA), assistant vice-president, pricing, individual insurance, RGA
Speakers: 
Janet Anderson*, head of market, ReMark
Karen Cutler*, vice-president and chief underwriter, retail and affinity markets, Manulife Financial
Neil Ouditt*, national managing director, Associate Advisor Program, advisory services, Manulife Financial
 
Session 13 • P&C Materiality: A Practical Discussion on Determining Appropriate Standards of Materiality
Practice Area:     P&C
Moderator:         
Chris Townsend (FCIA), managing director, actuarial division, Office of the Superintendent of Financial
Institutions (OSFI)

Speakers: 
Jacqueline Friedland (FCIA), chief actuary, RSA Canada
Jessica Macht*, partner, audit and assurance practice, PricewaterhouseCoopers
Cynthia Potts (FCIA), Eckler

12:15–13:45 Luncheon, New Fellows Recognition, and Volunteer Awards Ceremony

14:00–15:15 Concurrent Sessions

Session 14 • Developing Leadership Potential for Career and Volunteer Opportunities 
Practice Area:     General Business and Professionalism
Moderator:          
Julian Chapman*, executive vice-president, consulting and business solutions, Forrest and Company
Speakers: 
Sharon Giffen (FCIA), president and chief executive officer, Foresters Life Insurance
Amanda McKinney (FCIA), managing director, KPMG
Jacques Tremblay (FCIA), CIA President-elect

Session 15 • CPP Debate
Practice Area:      Pension
Moderator:          Stephen Cheng (FCIA), managing director and senior consulting actuary, Westcoast Actuaries
Speakers: 
Greg Hurst*, managing director, Greg Hurst and Associates
Joe Nunes (FCIA), president, Actuarial Solutions
Fred Vettese (FCIA), chief actuary, Morneau Shepell
Paul Williams*, president, POWCOM

Session 16 • Group Debates
Practice Area:     Group Life and Health
Moderator:          Edward Kuo (FCIA), consulting actuary, Towers Watson
Speakers: 
Jeremy Bell (FCIA), partner, George and Bell Consulting
Denis Garand (FCIA), president, Denis Garand and Associates
Edward Kuo
Peter Muirhead (FCIA), consultant, PBI Actuarial Consultants
René Norena (FCIA), director of actuarial services, Pacific Blue Cross
Shannon Patershuk (FCIA), regional manager, retiree program relations (west), Johnson

Session 17 • Underwriting Hot Topics
Practice Area:      Reinsurance
Moderator:          Emile Elefteriadis (FCIA), senior vice-president, pricing, Swiss Re
Speakers: 
Karen Cutler*, vice-president and chief underwriter, retail and affinity markets, Manulife Financial
Bob Howard (FCIA)
Kyle Wu (FCIA), actuary, Pacific Blue Cross

Session 18 • Macroeconomic Trends—Where are Interest Rates Going?
Practice Area:    Individual Life and Health
Relevant to:       Pension, Investment, Individual Life and Health
Moderator:        Marc-André Melançon (FCIA), vice-president, development, RGA
Speaker:             Neil Matheson*, senior vice-president, investment strategy, Standard Life Investments

Session 19 • Models, Related Risks, and Controls
Practice Area:     Corporate Life and Health
Moderator:         Jean-Yves Rioux (FCIA), senior manager, actuarial and insurance solutions, Deloitte
Speakers: 
Sylvain Fortier (ACIA), vice-president, internal ratings and credit risk management, Laurentian Bank
Trevor Howes (FCIA), vice-president and actuary, GGY
Warren Rodericks (FCIA), senior manager, actuarial and insurance solutions, Deloitte

15:15–15:45 Refreshment Break and Exhibit Hall Viewing

15:45–17:00 Concurrent Sessions

Session 20 • Branding your Service Business
Practice Area:     General Business and Professionalism
Moderator:          Chris Fievoli (FCIA), CIA resident actuary
Speakers: 
Stephen Cheng (FCIA), managing director and senior consulting actuary, Westcoast Actuaries
Paula Skaper*, president, Kinetix Media Communications
Tony Williams (FCIA), president and consulting actuary, PBI Actuarial Consultants

Session 21 • Innovations in Managing Asset Decumulation Risk in Capital Accumulation Plans 
Practice Area:    Pension
Relevant to:        Investment
Moderator:         Charlene Moriarty (FCIA), principal, Morneau Shepell 
Speakers: 
Lorraine Heseltine*, member services specialist, University of British Columbia (UBC) Faculty Pension Plan, UBC
Robert Klosa*, director, product development, Sun Life Financial

Session 22 • Ethical Decision-Making for Actuaries
Practice Area:       General Business and Professionalism
Moderator:            Frank Grossman (FCIA)
Speakers: 
Frank Grossman
Joe Nunes (FCIA), president, Actuarial Solutions

Session 23 • IFRS Update
Practice Area:        Corporate Life and Health
Relevant to:            P&C
Moderator: 
Micheline Dionne (FCIA), senior vice-president and chief actuary, RGA, and Chair, Committee on International Relations
Speakers: 
Michael Davies*, IFRS actuarial project lead, Manulife Financial
Micheline Dionne
Lesley Thomson (FCIA), vice-president, actuary, Sun Life Financial

Session 24 • Development of Simplified Issue Products in Canada
Practice Area:       Reinsurance
Moderator: 
Cathy Shum-Adams (FCIA), vice-president, individual development, Optimum Réassurance
Speakers: 
Kris Boundy (FCIA), director, individual reinsurance, Munich Reinsurance
Pamela Kwiatkowski*, brokerage development manager, Ontario and Western Canada, Assumption Life
Chris Ricketts*, director, underwriting, B W Underwriting Services

Session 25 • Auto Insurance Injury Claims: Recent Trends and New Pressures
Practice Area:       P&C
Moderator:           
Camille Minogue (Affiliate member of the CIA), chief actuary, Insurance Corporation of British Columbia (ICBC)
Speakers: 
Andrew Loach (FCIA), senior actuary, manager, ICBC
John Vavrik*, psychologist, ICBC

17:00–19:00  Delegates’ Networking  Reception

Before heading out to enjoy Vancouver’s nightlife, drop by the Delegates' Networking Reception for light refreshments with old friends and the chance to make new acquaintances.

THURSDAY, JUNE 19, 2014

07:00–12:00 Registration and CIA Information Desk

07:00–07:45 Hot Buffet Breakfast

07:00–07:45 Concurrent Breakfast Sessions

Committee on Climate Change and Sustainability   Breakfast Session
Speakers:
Karen Lockridge (FCIA), principal, Mercer
Jacqueline Friedland (FCIA), chief actuary, RSA Canada
Frank Grossman (FCIA)

Actuaries Carving a Niche in Healthcare – Breakfast Session
Moderator:          Michel Simard, CIA Executive Director
Panel members:
John Have (FCIA), president, Have Associates
Gary Mooney (FCIA), Actel Resources
Ella Young*, director, care continuum and actuarial analytics, Vancouver Coastal Health

08:00–09:15 Concurrent Sessions

Session 26 • It is Tough Enough Being an Actuary. Let’s Not Add “Death by PowerPoint”
Practice Area:     General Business and Professionalism
Moderator:         Chris Fievoli (FCIA), CIA resident actuary
Speaker:               Michael Ouchi*, corporate storyteller
 
Session 27 • Systemic Risk
Practice Area:      ERM
Relevant to:          Investments, P&C, Corporate Life and Health, Pension, General Business and Professionalism
Moderator: 
Ash Goorachurn (FCIA), assistant vice-president, portfolio management, Sun Life Financial
Speakers: 
Steven Easson (FCIA), vice-president and chief actuary, Canadian Life and Health Insurance Association
Catherine Lubochinsky*, managing director of research, Global Risk Institute 

Session 28 • Post-employment Health and Dental Experience Study
Practice Area:       Group Life and Health
Moderator:            Peter Muirhead (FCIA), consultant, PBI Actuarial Consultants
Speakers: 
Denis Garand (FCIA), president, Denis Garand and Associates
John Have (FCIA), president, Have Associates

Session 29 • Hedge Funds—What are They Looking at Today?
Practice Area:        Investment
Moderator:            
Éric Fontaine (FCIA), director, multi-manager strategies, Pavilion Groupe Conseils
Speakers: 
Anne Coady *, managing director, Castle Hall Alternatives
Jeff Klein*, portfolio manager and deputy chief investment officer, Federal Way Asset Management

Session 30 • Critical Illness Morbidity Studies—Most Recent Data!
Practice Area:        Individual Life and Health
Moderator:             Benoît Miclette (FCIA), vice-president, living benefits, RGA
Speakers: 
Emile Elefteriadis (FCIA), senior vice-president, pricing, Swiss Re
Benoît Miclette

Session 31 • Stepping Up P&C Price Sophistication—An Overview of Customer Lifetime Value and Price Optimization
Practice Area:        P&C
Moderator:              Yuling Zhou (FCIA), British Columbia Automobile Association
Speaker: 
Brent Petzoldt*, actuarial consultant, Towers Watson

09:30–10:45 Concurrent Sessions

Session 32 • ASB Update
Practice Area:       General Business and Professionalism
Moderator:            Joseph Gabriel (FCIA), staff actuary, education, Canadian Institute of Actuaries
Speakers: 
Ty Faulds (FCIA), designated group chair, Economic Reinvestment Assumptions for Long-Tail Liability Cash Flows under CALM
Bob Howard (FCIA), designated group chair, Standards on Modelling
Tony Williams (FCIA), ASB member, General ASB Update

Session 33 • Longevity Risk Perspectives
Practice Area:        Pension
Joint with:               Reinsurance
Moderator:             James Ciamarro (FCIA), assistant vice-president, longevity, RGA
Speakers: 
Marco Dickner (FCIA), senior consultant, Towers Watson
Brent Simmons (FCIA), senior managing director, defined benefit solutions, Sun Life Financial

Session 34 • A Solution for Private Drug Plans
Practice Area:        Group Life and Health
Moderator:             René Norena (FCIA), director of actuarial services, Pacific Blue Cross
Speakers: 
Jonathan Bohm (FCIA), consultant, group benefits, Normandin Beaudry
Nathalie Gingras (FCIA), partner, Normandin Beaudry

Session 35 • Is It or Isn’t It Actuarial Evidence?
Practice Area:          Actuarial Evidence
Relevant to:             General, Insurance, Pension
Moderator:               Jason Vary (FCIA), manager, consulting services, Actuarial Solutions
Speakers: 
John Christie (FCIA), president, Christie Consulting
Irwin Nathanson*, lawyer, Nathanson, Schachter & Thompson
Harry Satanove (FCIA), senior consultant, George and Bell Consulting

Session 36 • Practical Applications of Predictive Modelling
Practice Area:         Individual Life and Health
Moderator:             Marc-André Belzil (FCIA), assistant vice-president, research, RGA
Speakers:                
Marc-André Belzil
Jean-Yves Rioux (FCIA), senior manager, actuarial and insurance solutions, Deloitte

Session 37 • ORSA Implementation
Practice Area:         ERM
Joint with:               P&C, Corporate Life and Health 
Moderator:            
Jim Doherty (FCIA), senior director, life insurance group, Office of the Superintendent of Financial Institutions (OSFI)
Speakers: 
Jim Doherty
Bogie Ozdemir*, vice-president of risk modelling and governance, Sun Life Financial
Kevin Taylor*, assistant vice-president, enterprise risk management, Aviva Canada
 
Session 45 • The Actuaries Climate Index
Practice Area:         P&C
Relevant to:             All
Moderator: 
Tom Strickland (FCIA), head of group pricing, RBC Insurance
Speakers: 
Caterina Lindman (FCIA), member, Casualty Actuarial Society (CAS) Climate Change Committee, and Chair, CAS Climate Index Working Group
Dr. Andrew Weaver*, professor, University of Victoria, and Deputy Leader of the BC Green Party

10:45–11:15 Refreshment Break and Exhibit Hall Viewing

11:15–12:30 Concurrent Sessions

Session 38 • The Role of the Actuarial Function in Managing Risks
Practice Area:       Corporate Life and Health
Relevant to:           ERM
Moderator:             
Chris Townsend (FCIA), managing director, actuarial division, Office of the Superintendent of Financial Institutions (OSFI)
Speakers: 
Alexander Shipilov*, vice-president, risk management, TD Insurance
Chris Townsend

Session 39 • Global Relatives of Target Benefit Plans
Practice Area:       Pension
Moderator: 
Jean-François Poitras (FCIA), actuarial senior advisor, Desjardins Sécurité financière
Speaker: 
Barbara Sanders (FCIA), assistant professor, department of statistics and actuarial science, Simon Fraser University

Session 40 • Impact of Applying Canadian Mortality to Post-employment Benefit Plans
Practice Area:         Group Life and Health
Moderator:              Peter Muirhead (FCIA), consultant, PBI Actuarial Consultants
Speakers: 
Jeremy Bell (FCIA), partner, George and Bell Consulting
Edward Kuo (FCIA), consulting actuary, Towers Watson

Session 41 • Sharing Thoughts from an Industry Leader
Practice Area:          Investment
Moderator: 
Éric Fontaine (FCIA), director, multi-manager strategies, Pavilion Groupe Conseils
Speaker: 
Leo de Bever*, chief executive officer, Alberta Investment Management

Session 42 • What’s New in Mortality Research at the SOA
Practice Area:          Reinsurance
Moderator: 
Patrick Charbonneau (FCIA), project director, development, Optimum Réassurance
Speaker: 
Jean-Marc Fix*, vice-president of research and development, Optimum Réassurance

Session 43 • Research Paper: Water Damage Risk and Canadian Property Insurance Pricing
Practice Area:           P&C
Moderator:               Jacqueline Friedland (FCIA), chief actuary, RSA Canada
Speakers: 
Jacqueline Friedland
Adam Peleshok*, actuarial analyst, property/casualty actuarial practice, KPMG

12:45–14:00 - Luncheon, President’s Farewell Speech, Change of Office, Incoming President’s Address

14:00–15:00 - Keynote Speaker

Session 44 • How Actuaries Can Be Headline News
Presentation from Ian Hanomansing*

*Not a member of the CIA.

 


Sponsors

Patron Level


Deloitte

Aurigen

Sun Life

Benefactor Level


GGY Axis


Elliott Bauer


KPMG


RGA 2014


SCOR


SOA


For information about sponsoring CIA events, see our Sponsorship Prospectus.

Sponsorship Prospectus

Return to Annual Meeting home page