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13 th Annual Canadian Corporate Insurance Captives Strategies Summit & The Strategy Institute presents Risk Managers: Maximize Insurance ROI, Mitigate Risks and Reduce Costs Monday June 5th, and Tuesday, June 6th, 2017 | One King West, Toronto, ON www.CaptivesInsurance.com Take Away Key Strategies to: Develop Global Risk Management Strategies Reduce Costs Evaluate the Pros and Cons of Captives Select a Domicile Maximize Insurance ROI Manage Long-term Value Navigate Regulations Meet + Network + Learn From: Gordon Anderson, President, Cidel Trust Company Dan Kugler, VP Enterprise Risk Management, The REV Group Gary Pearce, Vice President Risk Management, Kelly Services, Inc. Jason Keyfitz, National Captive Solutions Practice Leader, Marsh Canada Silver Sponsor Gold Sponsor Bronze Sponsor Partners Cynthia Johansen, Registrar/CEO, College of Registered Nurses of British Columbia Zach Finn, Director, Davey Risk Management & Insurance Program, Butler University Leading RISK MANAGERS share their strategies

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13th Annual Canadian

Corporate InsuranceCaptives

Strategies Summit

&

The Strategy Institute presents

Risk Managers: Maximize Insurance ROI, Mitigate Risks and Reduce Costs

Monday June 5th, and Tuesday, June 6th, 2017 | One King West, Toronto, ON

www.CaptivesInsurance.com

Take Away Key Strategies to:

• Develop Global Risk Management Strategies

• Reduce Costs

• Evaluate the Pros and Cons of Captives

• Select a Domicile

• Maximize Insurance ROI

• Manage Long-term Value

• Navigate Regulations

Meet + Network + Learn From:

Gordon Anderson, President, Cidel Trust Company

Dan Kugler, VP Enterprise Risk Management, The REV Group

Gary Pearce, Vice President Risk Management, Kelly Services, Inc.

Jason Keyfitz, National Captive Solutions Practice Leader, Marsh Canada

Silver SponsorGold Sponsor Bronze Sponsor Partners

Cynthia Johansen, Registrar/CEO, College of Registered Nurses of British Columbia

Zach Finn, Director, Davey Risk Management & Insurance Program, Butler University

Leading RISK MANAGERS share their strategies

Who You Will Meet:

VPs, Directors & Managers in Risk/Insurance, Chief Risk Officers, CFOs & Controllers, Treasurers, Captive Owners (Current and Future)

• Mitigate new risk exposures

• Achieve lower costs and increased revenue

• Explore new fronting strategies to save money and lower risk

Captive Managers, Brokers, Service Providers, Consultants, Reinsurers and Fronting Carriers

• Respond to the needs of risk managers

• Deliver your solutions to industry’s emerging concerns

• Connect with current and potential captive owners

Start the Conversation Before the Summit!

TwitterSpread the word and engage in discussions about captive insurance by tweeting your thoughts and following @RiskInsuranceCA.

LinkedInJoin the conversation before meeting up at the conference. Become a member of our LinkedIn Community today: Canadian Captives & Corporate Insurance Strategies

Acquire Critical Insightfrom 8+ Leaders

New This Year

Welcome to the 13th Canadian Captives & Corporate

Insurance Strategies Summit!

As the only gathering of its kind in Canada it is the must-attend event for risk

managers, current and prospective captive owners, captive managers, and

others working in risk management and corporate insurance.

Whether you’re just considering a captive or looking to fine tune your captive

strategy, this conference has something to offer you. Compare and contrast

different options, hear first hand what drives captive formation, and gain

insights into captive optimization.

Keep abreast of regulatory changes, tax updates and innovative investment

strategies. Ensure the operational excellence of your captive to protect your

parent company through governance, policies and increased audit vigilance.

Stand on the shoulders of giants; gain insights from the successes – and

challenges – of other captives. Source new insights to strengthen your captive

as a risk management tool at a lower cost.

We look forward to seeing you there!

Your Canadian Captives &

Corporate Insurance Strategies Summit Team

Strategy Institute

Register today by calling: 1 866 298 9343 x 200

▼ More risk managers than ever before

▼ Interactive speed networking

▼ More VP and C-level speakers

▼ Public and private captive owners

▼ Content on all parts of the captive lifecycle: forming, developing and closing out

Explore your benefits and book your overnight stay today!

One King West is the hotel of choice for successful, savvy business travelers who seek high quality modern condo suites. Ideally located, One King West connects you to the city’s business, entertainment and shopping

districts. One King West truly stands alone in Downtown Toronto, offering guests such unrivalled benefits as…

Directly connected to the city’s famed underground “PATH” network, a veritable underground city, linking 16 miles of shops, services and offices. Most of Toronto’s favourite attractions are mere steps away.

Booking your room at the hotel gives you advantages...• Location: Prime location, within walking distance to Toronto’s business, entertainment, sports, and shopping districts.

• Upscale Amenities: One King West offers the finest in personalized boutique hotel amenities, including full concierge services, valet parking, a business centre, and a modern rooftop fitness centre.

• Networking: Maximize your relationship building by staying at the same hotel as the conference! Special onsite social activities will be arranged. Don’t miss out.

Save travel time and money. Take advantage of our conference rate of $239.00/night, plus taxes. Mention “Strategy Institute – Captives” when you make your reservation. Call 1-866-470-KING (5464).

Location: One King West Hotel & Residence 1 King Street West, Toronto, ON, M5H 2M9www.onekingwest.com

Your Conference Venue!

Reserve Your Room Today! | Phone: 1-866-470-KING (5464)

SPECIAL GUEST RATES:

Take Away 8 Solutions to Your Challenges:

1. Ensure ROI: Improve your corporate insurance return

2. Benchmarking: Meet industry standards

3. Domicile selection: Identify the best location for your captive and parent

4. Launching a captive: Evaluate how to create a captive

5. Captive growth: Manage risk to ensure captive growth

6. Generate profits: Discover how to benefit

7. Captive lifecycle: Anticipate changes in uncertain times

8. Investment strategies: Maximize returns

Register Today

Arrow Transportation Systems • Canada Cartage • Canada Post Corporation • Canadian Dental Service Plans Inc • Eldorado Gold Corporation • General Motors • Giant Tiger • Hudbay Minerals Inc. • Lundin Mining Corporation • Mainroad Group • Nestle • Newalta • Nexen Inc • Premium Brands Holding Company • Rio Tinto • TDL Groups Corp. • TransCanada Corporation • Vale • Vancouver Island Health Authority • Winnipeg Airports Authority Inc.

Past Attendees Include

Register online at: www.CaptivesInsurance.com

Get all the updates you need on captive insurance

Save your spot now for Canada’s largest conversation on captive insurance.

1-866-298-9343 x 200

[email protected]

www.captivesinsurance.com

Take away key insights from world leaders.

A first class venue very suitable for learning and networking.

DAY ONEMonday, June 5th, 2017

8:00 AM Registration & Continental Breakfast

8:45 AM Opening Comments from the Chair

11:45 AM Networking Lunch

11:15 AM Industry Expert

Evaluate Reinsurance Options to Mitigate Your Risk ProfileCaptives can make use of reinsurance to save you money without added risk. Acquire new strategies on how your organization can lower insurance premiums. Create a roadmap to:

• Determine the best reinsurance options for your captive • Prepare your captive for regulatory changes in

reinsurance agreements • Monitor current and forecasted reinsurance trends

affecting your captive

Enable access for your organization into the reinsurance market.

9:45 AM Interactive: Speed Networking

Source Best Practices from Experienced Captive ManagersNetwork with your peers and hear about the innovative ways that they are using captives as part of their risk management strategy. Sources insights you won’t hear anywhere else in candid and off-the-record discussions.

Follow us on Twitter @RiskInsuranceCA

9:00 AM Opening Address

Implement Guidelines to Benchmark your Captive and Boost Performance Established captives require continual management to ensure high performance. Investigate how to measure the quality of your captive’s policies and programs. Master the success factors to:

• Identify potential problems, trends and patterns in your captive

• Benchmark your captive structure and policies against financial risks

• Examine market trends and typical losses for your company

Keep your captive performance robust and stable.

Jason Keyfitz, National Captive Solutions Practice Leader, Marsh Canada

10:00 AM Mid-morning Networking Break

2:45 PM Mid-afternoon Networking Break

1:00 PM Power Panel – Maximize Performance

Assess How to Use Captives to Manage Risks and Increase your ROI Captives can mitigate risks and provide financial returns. Maximize your captive’s performance based on best practices. Master the success factors to:

• Create greater value from your captive • Protect your organization against risks • Respond to your company’s changing needs

Walk away with a plan to attenuate risk and improve the ROI of your captive.

Wayne Nishimura Sr., Director, Risk Finance, FirstGroup America

Zach Finn, Director, Davey Risk Management & Insurance Program, Butler University

2:00 PM Case Study: Kelly Services

Deploying a Global Enterprise Risk Management Program to Deal with New RisksERM provides a framework to manage risks through captives and other mechanisms. Explore how to deploy your ERM to manage new and emerging risks. Sources insights on ERM for:

• Responding to the US/EU Privacy Shield program and the EU General Data Protection Regulation

• Maintaining compliance and mitigating cyber risks • Meeting social responsibility obligations

Keep emerging risks in check with a systematic approach to risk management.

Gary Pearce, Vice President Risk Management, Kelly Services, Inc.

10:30 AM Case Study: College of Registered Nurses of British ColumbiaWinding up your Captive to Meet your Changing NeedsDue to the cyclical nature of the insurance industry, captive owners should have an exit strategy. This session will explore a situation in which closing a captive was the right strategic move. The session will provide information about:

• Assessing the risks and benefits of your captive• Exploring alternative means of managing risks• Preparing to wind up your captive and transition

stakeholders impacted by the change

Develop a plan for all stages of your captive’s lifecycle.

Cynthia Johansen, Registrar/CEO, College of Registered Nurses of British Columbia

10:00 AM Case Study: Lafarge

Optimize the Use of your Captive to Create Value Across Market Cycles Deciding to utilize a captive requires a clear understanding of when a captive makes good financial sense and when it doesn’t. Build your captive strategy by assessing the value of a captive and how to use it effectively. Achieve a step-by-step action plan to:

• Maximize the benefits and minimize the limitations of your captive

• Protect yourself against unforeseeable financial risks • Provide tax efficiencies that preserve your

organization’s capital

Understand where your captive can have the most potential and manage its limitations.

3:15 PM Industry Expert

Applying Analytics to Optimize Risk Management and Captive Returns Analytics allow captive managers to improve their strategies and decision-making. Implement analytics to make your captive more efficient and maximize your financial returns. Take back to your office strategies to:

• Source data to enhance your company’s decision- making capacities

• Apply analytics to analyze scenarios facing your organization

• Redeploy capital in your organization to improve financial performance

Strengthen your risk management strategies with analytics to improve your investment returns.

3:45 PM Case Study: The REV Group

Covering Third-party Risks to Create a Profit Centre Out of your CaptiveCaptives are intended to cover high-frequency, low-severity risks to the parent – but they can also serve as a source of revenues. Cover third-party risk to diversify your portfolio and generate income. Explore strategies to:

• Identify sources of additional revenue• Work with third parties as part of your captive• Prepare for the requirements to cover related and

unrelated risks

Turn your captive into a revenue generator by insuring third parties.

Dan Kugler, VP Enterprise Risk Management, The REV Group

4:30 PM Conference Adjourns to Day Two

4:35 PM Executive Evening Networking Reception

Register online at: www.CaptivesInsurance.com

DAY TWOTuesday, June 6th, 2017

8:15 AM Registration

9:00 AM Opening Comments from the Chair

9:15 AM Opening Address:

Develop Investment Strategies for your Captive to Preserve Capital and Maximize Returns Your organization’s ability to retain risk will depend on the captive’s financial viability. Determine what you want to get out of your investments, what options are available to your captive, and how to work with your investment manager to create a portfolio that meets your current and future needs. Establish a roadmap to:

• Determine your asset allocation according to your risk profile and stage in captive lifecycle

• Evaluate the current capital market outlook and expected returns on your investments

• Maximize your captive’s investment return

Maximize the financial benefit of your captive with a solid investment strategy.

Gordon Anderson, President, Cidel Trust Company

10:45 AM Mid-morning Networking Break

Invaluable relationship building and that will bode well for years to come.

1:30 PM Case Study: Province of Nova Scotia

Using a Risk Register to Improve your Risk Management StrategyBefore you can manage risk, via captives or other tools, it’s essential to understand the value of those risks. Using a risk register can help quantify your risks in order to better inform your risk management. Source insights to:

• Understand major corporate categories of risk• Frame the risk question• Assess and select appropriate treatment plans

Quantify your risk to know what needs to be covered by your captive.

Bruce Langille, Managing Director of Risk Management & Security Services, Province of Nova Scotia

4:00 PM Case Study: FICOM

Gauge Your Captive With Financial Ratios to Assess PerformanceIn order to benefit from a captive it’s important to have a barometer for its performance. Using key financial ratios can allow you to measure your performance against best practices. Develop a plan to:

• Identify relevant financial ratios• Benchmark your captive against ratios• Develop a strategy around financial measures

Apply objective measures to assess the financial performance of your captive.

Doug Mclean, Deputy Superintendent, Financial Institutions Commission of British Columbia

2:15 PM Industry Expert

Take Advantage of Opportunities Within the Tax Framework to Maximize your ValueTax implications have a major influence on your organization’s captive strategy. Stay on top of the latest developments in international tax regulations to minimize your risks. Source your plan of action to:

• Take advantage of changes in tax rules for your organization

• Prepare your company for tax audits • Address your tax implications for parent companies

Understand the impact of tax incentives and implications to raise your captive’s value.

2:45 PM Mid-afternoon Networking Break

4:45 PM Conference Adjourns

Join us on LinkedIn: Canadian Captives & Corporate Insurance Strategies

11:15 AM Expert Panel: Domicile Selection

Evaluate the Advantages of Domiciles to Meet your Insurance and Investment Objectives Current and potential captives can utilize many different domiciles, each with their own benefits. Create an action plan for measuring each domicile’s value for your captive. Create a roadmap to:

• Identify and strengthen the goals of your captive • Discover the optimum regulatory environment for

your captive • Maximize the tax benefits of your captive

Design an action plan to secure the best domicile for your captive.

Kester Guy, Deputy CEO, Financial Services Commission, Invest Barbados

TBC, IMAC

12:15 PM Networking Lunch

Unparalleled insights for effective decision-making and strategic direction.

Winding down at one of the breaks makes for an inspiring experience.Connecting on a personal level and sharing actionable ideas.

3:15 PM Case Study: Butler University

Developing a Student-run Captive Insurance Company to Develop New TalentThe insurance and risk management industry is expecting a talent shortage as employees retire in the coming years. A captive insurance company offers a means of working with students to fill your talent gap. Source insights on working with young professionals to:

• Develop a captive feasibility plan• Select a domicile• Determine risks and appropriate coverage

Use a captive to train new insurance professionals.

Zach Finn, Director, Davey Risk Management & Insurance Program, Butler University

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6

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Thought Leadership Room

Exhibit Room

Connect with world leading captives practitioners

Find answers to your biggest challenges!

Register online at: www.CaptivesInsurance.com

Event Sponsorship & Exhibit Opportunities at Canada’s Largest Captives SummitDevelop your business, build your brand or showcase your domicile to existing and potential captive owners. Ensure you are top of mind, as executives partner with industry experts to ensure the success of their captive.

Top 5 reasons to sponsor• Meet risk managers interested in

captive insurance

• Source insights from captive insurance thought leaders

• Improve your standing in the risk management industry as part of Canada’s only captives conference

• Speak directly to decision makers in exclusive networking sessions

• Nurture client relationships at this must-attend industry event

*Limited exhibit space and sponsorship packages are available.

Don’t Miss This Opportunity to Be at the Centre of the Action!

To learn more, contact Pierre Bennett at 416-944-9200 ext. 240 or email [email protected]*Limited exhibit space and sponsorship packages are available.

Who you Will Meet…

Corporations: 32%

Captive Managers: 19%

Reinsurance/ Insurance Brokers: 17%

Domiciles: 16%

Legal/Associations: 16%

Become a thought-leader to enhance your brand awareness.

13th Annual Canadian

Corporate InsuranceCaptives

Strategies Summit

&

www.captivesinsurance.com

ATTENTION MAILROOM: If undeliverable to addressee, please forward to: Chief Risk Officer, Risk Manager, Insurance Director, CFO, Controller/Treasurer, Tax Director

Registration Fee: Subject to 13% HST. Your investment includes luncheon, refreshments, networking breaks, continental breakfast, and original course materials. Payment is required in advance and can be made by company cheque, VISA, MasterCard, or American Express. Please make cheques payable to Strategy Institute Inc.

Group Discount: A Group Discount is offered for this conference (not in combination with any other offer). To be eligible for the Group Discount, delegates MUST register at the same time. The total discount per delegate (including applicable group discounts, etc.) MUST not exceed 25% of the regular conference costs.

Cancellations: Cancellations must be received in writing by May 22nd, 2017. Cancellations received by this date will be eligible for a prompt refund less a $495.00 (plus HST) administration fee. If you register for the program and do not attend, you are liable for the full registration fee unless you cancel according to the terms stated above. If you are unable to attend, delegate substitution is permitted up to, and including, the day of the conference.

Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permitting entry. There is no refund payable with respect to anyone refused entry. Any information obtained at the conference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference.

Evening Social Activities: Please drink responsibly. Strategy Institute shall not be liable for any consequential damages and/or personal injuries caused by excessive or irresponsible alcohol consumption.

4 EASY WAYS TO REGISTER

Tel: 1-866-298-9343 ext. 200 Email: [email protected] Web: www.captivesinsurance.comMail: Strategy Institute, 401 Richmond St, West Suite 401 Toronto, Ontario M5V 3A8

Conference Only $2,495

Regular InvestmentCONFERENCE CODE: 117011 SAVE $200Register by April 21st

SAVE $100Register by May 5th$995

Risk Manager

June 5th & 6th, 2017 | One King West, Toronto, ON

Meet + Network + Learn From

Event In Numbers

Reduce your INSURANCE COSTS!

2

7

8+

4+

Days of content

Networking sessions

Captive owners

VP/C-level speakers