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CLIEDIS 2023 Annual Seminar

Event Information

Date: April 5th 2023 09:00 - 4:30
For: Members and Guests
Price: $0.00/members, $395.50/guests
Location: One King West Hotel: Grand Banking Ballroom

Overview

CLIEDIS’ 2023 Seminar: Partners In Progress

This year’s theme “Partners in Progress” builds on the relationship with our members as we unlock our full potential and work together for a stronger industry.

 

We’ve missed seeing everyone in-person, so this year, as we welcome you back, we are offering the seminar free to CLIEDIS members.  Guests are invited to attend for a nominal fee.

 

In keeping with our theme this year, we are very excited to have Heath Slawner deliver our morning keynote, Trusted Relationships, Remarkable Performance.

 

Heath’s work lies at the intersection of leadership, influence, and trust. Through in-depth and dynamic presentations, he shows audiences how to leverage proven strategies to strengthen relationships, drive performance, and achieve outstanding results. He shares his insights with individuals and teams at leading organizations around the world, including the United Nations, and some of Canada’s most iconic companies, such as Bell, Canadian Tire, and Loblaws, to name just a few.

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A block of rooms has been reserved at One King West for this event at the rate of $299 + taxes per night.  You must call the hotel directly at 1-866-470-5464, and be sure to reference CLIEDIS as the event to receive the discounted rate.


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Registration Fee: $0396 CAD
Registration Fee: $0396 CAD

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Materials

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Agenda

08:00 BREAKFAST & VENDOR SHOWCASE

 

09:00 KEYNOTE HEATH SLAWNER: TRUSTED RELATIONSHIPS, REMARKABLE PERFORMANCE

 

10:00 THE CURTAIN-RAISER

 

10:10   BREAK & VENDOR SHOWCASE

 

10:30 PARTICIPATE IN THE CONVERSATION OF OUR INDUSTRY’S FUTURE

 

10:40 NINA KAVALINAS: FAIR TREATMENT OF CUSTOMERS

 

11:10 PARTICIPATE IN THE CONVERSATION OF OUR INDUSTRY’S FUTURE

 

11:20 PHIL MARSILLO: THE CAILBA CONNECTION

 

12:00   LUNCH & VENDOR SHOWCASE

 

13:00 THE BIG REVEAL

 

13:10 PARTICIPATE IN THE CONVERSATION OF OUR INDUSTRY’S FUTURE

 

13:20 PANEL DISCUSSION: DIGITIZATION ROADMAPS, MEMBER PERSPECTIVE

 

14:00 INDUSTRY UPDATE ON DATA EXCHANGE

 

14:30   BREAK & VENDOR SHOWCASE

 

14:50 PARTICIPATE IN THE CONVERSATION OF OUR INDUSTRY’S FUTURE

 

15:00 PANEL DISCUSSION: INDUSTRY PARTNERS IN PROGRESS

 

15:40 Q & A WITH THE CLIEDIS BOARD OF DIRECTORS

 

15:50 CLOSING REMARKS

 

16:00 MEET YOUR BUSINESS PARTNERS/COCKTAIL HOUR

Sessions

Breakfast & Vendor Showcase

Please join the CLIEDIS executives for coffee, juices, fruit and baked goods.  Visit our Vendor Showcase to see how industry vendors are supporting data exchange.

 

Keynote: Trusted Relationships, Remarkable Performance

How can leaders bring teams together to achieve extraordinary results? What do all great organizations have in common, whether they realize it or not? How do we consistently and effectively get people to listen, follow, buy-in, and take the next step? Heath Slawner shows audiences that trust and purpose – based on a palpable concern for others – are what’s at the centre of it all. When we’re clear about why we’re here, where we’re going, who we serve, and how we’re getting there, people start to feel valued and fulfilled. As a consequence, we will naturally seek out ways to collaborate, execute and bring bold visions to reality.

 

Speaker: Heath Slawner, Expert on Trust-Based Leadership, Influence & Performance

 

The Curtain-Raiser

Hear about our new mission & vision, what that means for CLIEDIS and our day-to-day; review what’s changed with CLIEDIS, the industry and news in general.

 

Speakers: Darlys Corbitt, Executive Director, CLIEDIS & Tana Sabatino, Implementation Services Specialist, CLIEDIS

 

Participate in the Conversation of Our Industry’s Future

These small 10 minutes segments are threaded throughout the day and cover a variety of key topics.  This is your opportunity to hear directly from CLIEDIS board members. You won’t want to miss these.

10:30 – 10:40 CLIEDIS Treasurer, Julie Martin, and board members Jamie Greenfield and Heather LeBlanc discuss from a distributor’s point of view, where they are at with respect to consuming data, what their challenges are and what’s next.

11:10 – 11:20 CLIEDIS board members Jay Sankoff and Jacqueline Radix share their thoughts from a carrier perspective, on what Julie Martin, Jamie Greenfield and Heather LeBlanc shared.

13:10 – 13:20 CLIEDIS President, Mike Daicoff, and CLIEDIS Vice President, Mat Lempriere discuss the mission/vision of CLIEDIS and why CLIEDIS’ new services are needed for the future of the industry.

14:50 – 15:00 CLIEDIS board members Mike Quackenbush and Doriana Bisogni discuss why taking on a leadership role at CLIEDIS is important to them, and the benefits they get being able to partner with one another.

 

The Fair Treatment of Customers

The regulatory storm facing the industry today has its roots in the Fair Treatment of Customers and how we, as an industry need to respond to the changing environment.  This presentation will discuss how FTC is not only for Advisors, but for every aspect of the industry and how we need to adapt to the changes.

 

Speaker: Nina Kavalinas, Vice President of National Compliance @ Financial Horizons

 

 

The CAILBA Connection

CAILBA’s mission is to be a unified voice for MGAs across Canada. Hear directly from their new President Phil Marsillo on the organization’s efforts and Phil’s personal perspective of the industry today.

 

Speaker: Phil Marsillo, President, CAILBA and President & CEO @ IDC Worldsource Insurance Network

 

The Big Reveal

Present API Architecture, Capability Model and Services, Bilingual website

 

Speakers: Tana Sabatino, Implementation Services Specialist, CLIEDIS & Darlys Corbitt, Executive Director, CLIEDIS

 

Panel: Digitization Roadmaps, Member Perspective

This panel of CLIEDIS member representatives will discuss their digitization roadmaps and the hurdles faced in delivering. Industry best practices and considerations from an outside perspective will challenge our members.

 

Panelists: Mike Daicoff,Vice President, IT & CIO @ ivari, Andy Cunningham, Senior Vice President & Lead Information Technology Office @ PPI,  Mike Quackenbush, Senior Manager – Digital Enablement, MGA & National Account Relationships @ RBC and Paul Cookson, Chief Technology Officer @ Carbon Edge

Moderator: Tana Sabatino, Implementation Services Specialist, CLIEDIS

 

Industry Update on Data Exchange

Our popular implementation progress update continues.

CLIEDIS member representatives will provide an update on their active data exchange initiatives and their plans for 2023-2024.

 

Speakers: CLIEDIS Member Carriers and Vendors
Moderator
: Tana Sabatino, Implementation Services Specialist, CLIEDIS

 

Panel: Industry Partners In Progress

CLIEDIS is one of several organizations that our membership works with to set data standards. This panel will discuss plans and challenges their organizations in the insurance space face with data exchange.

 

Panelists: Dylan Friedman @APEXA, Russ White @FundServ,, Preetham Farrell @Dynacare & Brian Warkentin @CSIO

Moderator: Tana Sabatino, Implementation Services Specialist, CLIEDIS

 

Q&A with the CLIEDIS Board of Directors

CLIEDIS board members  participate in an audience Q/A about the vision and future of CLIEDIS.

 

Moderator: Darlys Corbitt, Executive Director, CLIEDIS

 

 

Meet Your Business Partners over cocktails

Join the CLIEDIS Executive Committee and fellow members over a cocktail to network and ask questions you didn’t get to ask during the day.

Vendor Showcase

We invite you to visit our Vendor Showcase. Our vendors are looking forward to showcasing their products and offerings.  Our goal is for attendees to see the technology that is available in the marketplace and how data is being utilized in practice.

Our participating vendors to date: