Professional Development
2019 Actuarial Evidence Seminar Banner


Thursday, September 19, 2019

16:30 – 18:30 Meeting of the Actuarial Evidence Committee
Observers are welcome.

Friday, September 20, 2019

7:30 – 16:00 Registration and CIA information desk

7:45 – 8:30 Buffet breakfast

8:30 – 8:45 Opening remarks and seminar overview


Craig Allen (FCIA), Chair, Actuarial Evidence Committee

8:45 – 9:30 Session 1 • Failing to predict the past: legal causation, tort law, and cyberspace
Craig Allen (FCIA), Chair, Actuarial Evidence Committee

R. Lee Akazaki* , Partner, Gilbertson Davis

Cyberspace poses a challenge to tort law, regarding the causation of intangible loss. This session will return to the origins of “but for” causation, to propose a framework capable of keeping tort law relevant in allocating adverse consequences in cyberspace.

9:30 – 10:15 Session 2 • The expansion of actuarial methods and expert testimony to the real estate realm


Richard Y. Garneau (FCIA), PDG, Goulet Garneau Actuaires Conseils

An area of expanded application of the actuarial skill set is in real estate. Actuary Richard Garneau will share his experience in providing expert testimony on the present value of lease income. Further, he will outline techniques he has developed for estimating the economic life of buildings, using actuarial techniques applied to mortality.

10:15 – 10:30 Networking break

10:30 – 11:15 Session 3 • Actuarial methods applied to long-term maintenance programs and contracts


Tom Wendling*, Systems Engineer and Actuary, Jacobs

Tom Wendling, an engineer and actuary, has developed methods for placing a value on the costs of long-term programs of equipment maintenance. Such methods reflect variability in the timing and amounts of expenditure for the replacement and service of components of equipment. They also enable decision makers to optimize the costs and results of such expenditure. These methods offer an expansion and recognition of actuarial expertise in a new realm, with possible application in life care plans.

11:15 – 12:00 Session 4 • Recent developments in expert evidence


Meghann P. Melito*, Family Law Lawyer, MacDonald & Partners

This session will provide the legal framework and recent decisions by which the courts decide whether to accept expert evidence.

12:00 – 13:00 Luncheon

13:00 – 13:45 Session 5 • Changes in life expectancy due to opioid overdoses and other causes of death, and trends in mortality as reflected in the 2015/2017 life tables

Patrice Dion*, Analyst, Statistics Canada
Shirin Roshanafshar*, Senior Analyst, Statistics Canada
The most recent life tables for Canada, the provinces, and territories show no improvement over the prior year in life expectancy for men and women. Researchers from Statistics Canada will report their findings on the cause of this troubling trend by looking at the effect of different causes of death (such as drug overdoses and opioids), age, and sex on life expectancy. Further, they will illuminate the process for construction of the life tables.

13:45 – 14:30 Session 6 • Attracting new actuarial evidence practitioners

Neil Chicoine (FCIA), Consulting Actuary, Westcoast Actuaries
Ben Miclette (FCIA), Consultant, Miclette Actuarial Consulting

Promoting the AE practice, enticing new practitioners, knowledge transfer: how can we all contribute to the growth of the AE practice? Our speakers will present fresh CIA initiatives and suggestions to help new and recent entrants develop their expertise and ultimately their practice. This session will appeal to newcomers to AE work, to those looking for new areas of practice, and to experienced practitioners who want to offer advice and guidance. All ideas are welcome!

14:30 – 14:45 Networking break

14:45 – 15:30 Session 7 • Growing one’s practice


Kelley McKeating (FCIA), McKeating Actuarial Services

You’ve got the requisite knowledge and skills to do actuarial evidence work, but you’re not as busy as you’d like to be. A key element of a successful and sustainable AE practice is identifying potential clients and obtaining engagements from them. This session will provide guidance for this process, both for aspiring AE practitioners and for those with established practices. 

15:30  16:45 Session 8 • Expert testimony in life insurance litigation

Mike Kavanagh (FCIA), Principal, Townsend & Kavanagh, Actuarial Consultants

Paul Bates*, Senior Counsel, Bates Barristers
Paul Winokur (FCIA), Consulting Actuary, Winokur Consulting 

Actuaries are frequently called upon to offer expert testimony in life insurance disputes. These experts will provide examples of life insurance litigation, including class actions.

Saturday, September 21, 2019

7:30 – 11:00 Registration and CIA information desk

7:45 – 8:30 Buffet breakfast

8:30 – 9:00 Session 9 • Update from the Committee on Actuarial Evidence

Craig Allen (FCIA), Chair, Actuarial Evidence Committee

Members of the Actuarial Evidence Committee will provide an update on its recent activities and a summary of its plans and priorities for the coming year. This is your opportunity to ask questions and give comments to the committee.

9:00 – 9:45 Session 10 • Where did time go? Time use statistics derived from the 2015 Statistics Canada General Social Survey

Bruce Jones (FCIA), Western University/McKeating Actuarial Services
Kelley McKeating (FCIA), McKeating Actuarial Services

In litigation pertaining to personal injury or wrongful death, actuaries may be asked to estimate the lump sum value of lost valuable services based on population averages rather than the facts of a given situation and the expert opinion of a life care planner or occupational therapist. In recent years, Statistics Canada data from either 1991 or 2010 has been commonly used for this purpose. The speakers will present new time use tables derived from more recent 2015 data – with granularity that improves on both the 1991 and 2010 data tables. The presentation will cover the underlying data, the approach taken to creating the tables, the reliability of the data and the tables, and situations where these time use statistics would be used in an expert report.

09:45 – 10:45 Session 11 • Ethical issues in expert testimony by financial professionals 

This session will illustrate ethical principles for financial professionals providing expert testimony that optimize the overall welfare of all participants in the market for such services. Such ethical principles take account of factors beyond the conduct of individual experts, including the relationship between lawyers and their clients and the role of non-testifying experts.

Christopher Young*, Professor

10:45 – 11:00 Networking break

11:00 – 12:00  Session 12 – US developments for actuaries and litigation

Thomas L. Hutchinson*, Attorney, Bullivant Houser Bailey

Litigation trends in the US often influence developments in Canada and beyond. This session will provide an overview of recent US litigated matters involving actuaries, a survey of US cases where actuaries provided expert services, and some thoughts on how actuaries might learn from successes that US CPAs have had in developing a market for litigation services.    

12:00 – 12:15 Concluding remarks

Craig Allen (FCIA), Chair, Actuarial Evidence Committee


Sponsorship Opportunities

To learn more about sponsorship opportunities, please contact Kelly Fry.