Monday June 5th, and Tuesday, June 6th, 2017 One King West, Toronto, ON. Risk Managers: Maximize Insurance ROI, Mitigate Risks and Reduce Costs

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The Strategy Institute presents Leading RISK MANAGERS share their strategies 13 th

Tuesday, June 6th, 2017 One King West, Toronto, ON Risk Managers: Maximize Insurance

President Risk Management, Kelly Services, Inc.

Strategies to: Develop Global Risk Management Strategies Cynthia Johansen,

Superintendent, Financial Institutions Commission Of British Columbia Zach Finn,

President, Cidel Trust Company Reduce Costs Evaluate the Pros and Cons of Captives

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

Acquire Critical Insight from 8+ Leaders Welcome to the 13th Canadian Captives & Corporate Insurance Strategies Summit!

corporate insurance. Whether you re just considering a captive or looking to fine tune your captive strategy, this conference has something to offer you.

Keep abreast of regulatory changes, tax updates and innovative investment strategies.

2 Acquire Critical Insight from 8+ Leaders 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 Start the Conversation Before the Summit! Twitter Spread the word and engage in discussions about captive insurance by tweeting your thoughts and New This Year LinkedIn Join the conversation before meeting up at the conference. Become a member of our LinkedIn Community today: Canadian Captives & Corporate Insurance Strategies Who You Will Meet: 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 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 Register today by calling: x 200

Generate profits: Discover how to benefit 7. Captive lifecycle: Anticipate changes in uncertain times 8. Investment strategies: Maximize returns Take away key insights from world leaders.

3 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 Take away key insights from world leaders. Register Today Get all the updates you need on captive insurance Save your spot now for Canada s largest conversation on captive insurance x 200 registrations@strategyinstitute.com Past Attendees Include 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. 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. Your Conference Venue! 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. A first class venue very suitable for learning and networking. SPECIAL GUEST RATES: 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 KING (5464). Location: One King West Hotel & Residence 1 King Street West, Toronto, ON, M5H 2M9 Reserve Your Room Today! Phone: KING (5464) Register online at:

4 DAY ONE Monday, June 5 th, :15 AM Registration & Continental Breakfast 9:00 AM Opening Comments from the Chair Gordon Anderson, President, Cidel Trust Company 9:15 AM Keynote Guidelines to Review and Boost Captive Performance Established captives require monitoring to ensure high performance. Investigate how to measure your captive s performance focused on key success factors. Operational Performance. Strategic Review. Comparing to Peers or Industry Trends. Keep your captive performance robust. Jason Keyfitz, National Captive Solutions Practice Leader, Marsh Canada 10:00 AM Interactive: Speed Networking Source Best Practices from Experienced Captive Managers Network 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. 10:30 AM Mid-morning Networking Break 11:00 AM Case Study: College of Registered Nurses of British Columbia Adapting Your Captive to Meet Your Changing Needs Due 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. 11:45 AM Industry Expert: Collins Barrow Turning Risk Management Concepts into a Practical Reality Many organizations are at a loss for how to incorporate risk management techniques into their day-to-day operations. See how you can elevate risk management beyond a compliance exercise and leverage it as a value-add tool. Explore creative yet practical approaches to: Transform vague concepts and beliefs about risk into something meaningful to your stakeholders Develop practical risk measures to quantify and monitor your risk exposure Integrate risk management into your operations to make sound financial decisions Take away creative approaches to use risk management to add value to your organization. Carrie Lam, Senior Manager, Collins Barrow Toronto 12:15 AM Networking Lunch 1:30 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. Valerie Cusano, Principal, Palm Insurance Canada (moderator) Wayne Nishimura Sr., Director, Risk Finance, FirstGroup America Zach Finn, Director, Davey Risk Management & Insurance Program, Butler University 2:30 PM Mid-afternoon Networking Break Cynthia Johansen, Registrar/CEO, College of Registered Nurses of British Columbia Follow us on

3:00 PM Case Study: Kelly Services Deploying a Global Enterprise Risk Management Program to Deal with New Risks ERM provides a framework to manage risks through captives and other mechanisms.

5 3:00 PM Case Study: Kelly Services Deploying a Global Enterprise Risk Management Program to Deal with New Risks ERM 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. 3:45 PM Industry Expert: Appleby Insurance-Linked Securities: Launch Your Company s Own Insurer to Offload Risk and Raise Capital Insurance-Linked Securities (ILS) is the means by which insurance risk is transferred to the capital markets. Explore how Bermuda, the domicile with more than half of the world s ILS market capitalization and one of the world s largest captive domiciles, can help you form and administer a tailored ILS structure. Develop a blueprint to: Create your company s own special purpose insurer Fully fund your company s exposure by securitizing insurance risk Consider additional ways to achieve your company s needs (including segregated accounts and listing on a public exchange) Take away experienced insight on transferring your company s risk Gavin Woods, Counsel, Appleby 4:15 PM Conference Adjourns to Day Two 4:20 PM Executive Evening Networking Reception DAY TWO Tuesday, June 6 th, :15 AM Registration 9:00 AM Opening Comments from the Chair Valerie Cusano, Principal, Palm Insurance Canada 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 10:00 AM Case Study: Palm Insurance Canada Does your Captive follow Best Practices? Captives evolve and so should their best practices. Discover emerging trends on the ways captives can ensure they are not lagging behind, with discussion on: Compliance Transfer Pricing Product Development Keep your captive at the head of the pack. Valerie Cusano, Principal, Palm Insurance Canada 10:45 AM Mid-morning Networking Break Invaluable relationship building and that will bode well for years to come. Register online at:

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,

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

6 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. Ron Sulisz, Chairman, Legislative & Regulatory Committee, Insurance Managers Association of Cayman Kester Guy, Deputy CEO, Financial Services Commission, Invest Barbados Valerie Cusano, Principal, Palm Insurance Canada (moderator) 12:15 PM Networking Lunch 1:30 PM Case Study: Province of Nova Scotia Using a Risk Register to Improve your Risk Management Strategy Before 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 2:45 PM Case Study: Butler University Developing a Student-run Captive Insurance Company to Develop New Talent The 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 3:30 PM Case Study: FICOM Gauge Your Captive With Financial Ratios to Assess Performance In 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 4:15 PM Conference Adjourns 2:15 PM Mid-afternoon Networking Break Unparalleled insights for effective decision-making and strategic direction. Winding down at one of the breaks makes for an inspiring experience. Join us on LinkedIn: Canadian Captives & Corporate Insurance Strategies

7 Connect with world leading captives practitioners Find answers to your biggest challenges! Who you Will Meet Corporations: 32% Captive Managers: 19% Reinsurance/ Insurance Brokers: 17% Domiciles: 16% Legal/Associations: 16% Event Sponsorship & Exhibit Opportunities at Canada s Largest Captives Summit Develop 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. Become a thought-leader to enhance your brand awareness. 1 6 Exhibit Room Thought Leadership Room Don t Miss This Opportunity to Be at the Centre of the Action! To learn more, contact Pierre Bennett at ext. 240 or pierre@strategyinstutite.com *Limited exhibit space and sponsorship packages are available. Register online at:

8 13 th Annual Canadian Captives Corporate Insurance & Strategies Summit June 5th & 6th, 2017 One King West, Toronto, ON Reduce your INSURANCE COSTS! Event In Numbers 2 Days of content 7 Networking sessions 8 + Captive owners ATTENTION MAILROOM: If undeliverable to addressee, please forward to: Chief Risk Officer, Risk Manager, Insurance Director, CFO, Controller/Treasurer, Tax Director 4 + VP/C-level speakers 4 EASY WAYS TO REGISTER Tel: ext registrations@strategyinstitute.com Web: Mail: Strategy Institute, 401 Richmond St, West Suite 401 Toronto, Ontario M5V 3A8 CONFERENCE CODE: Risk Manager Regular Investment SAVE $200 Register by April 21st Conference Only $995 $2,495 SAVE $100 Register by May 5th 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. Meet + Network + Learn From Cancellations: Cancellations must be received in writing by May 22nd, Cancellations received by this date will be eligible for a prompt refund less a $ (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.

Wednesday, May 25th & Thursday, May 26th, 2016 Sheraton Centre Toronto

The Strategy Institute presents Leading risk managers share their strategies 12 th Annual Canadian Captives Corporate Insurance & Strategies Summit Wednesday, May 25th & Thursday, May 26th, 2016 Sheraton