Start your day right with an early buffet-style breakfast in the Van Horne Foyer. The day's sessions will all be nearby.

Start your convention experience right and check in at our registration desk. Come get your badge, your delegate giveaway, and any other goodies set aside for you. If you have any questions about the convention, need help navigating, or you just want to come meet the staff, we'll be set up each day throughout the events.

A candid discussion of Alberta's auto reform that includes government representatives and industry stakeholders. More details of this session to come.

This session provides the mindsets and tools to thrive amid uncertainty, strengthen client loyalty, and lead with impact in a world where human connection is the ultimate advantage.

Description & Objectives

The insurance industry is evolving rapidly, demanding brokerages to grow, advise, and execute amid rising complexity and technological change. Led by Seth Mattison, Founder and CEO of FutureSight Labs, Future-Ready Brokerage equips brokers to lead with confidence, elevate advisory value, and strengthen client trust in uncertain times. Drawing on decades of research into leadership and performance, this session introduces four critical mindsets—agency, alignment, expansion, and activation—to help brokers shift from reactive work to strategic partnership. Learn practical tools to turn complexity into client value, leverage AI without losing the human edge, and build trust through clear communication. Participants will leave with actionable frameworks to grow their business, activate teams, and deliver exceptional results in a fast-changing risk landscape.

• Understand the core Future-Ready competencies required of today’s high-performing brokers.
• Explore how to balance technology, AI, and human connection to elevate client value.
• Identify strategies to unlock capacity and reduce burnout through regenerative work practices.
• Build skills to communicate with clarity, influence outcomes, and strengthen client trust.
• Discover tools to activate teams around growth, execution, and aligned action.
• Gain practical tactics for leading clients through uncertainty and change.

Seth Mattison

Co-Founder & CEO

FutureSight Labs

Join top insurer executives as they discuss the state of the industry and how companies are evolving to keep pace with the changes. More details to come.

This demo will showcase how CaptiveSimple streamlines captive feasibility studies by cutting costs, reducing timelines, and providing a user-friendly platform that empowers them to confidently explore captive solutions for clients.

Lunch will be served during the demo.

Description & Objectives:

This live demo will walk brokers through CaptiveSimple, an InsurTech platform designed to simplify and modernize the early stages of captive exploration. Created specifically with brokers in mind, CaptiveSimple offers an accessible, user-friendly way to evaluate whether a captive structure may be viable for a client—without the spreadsheets, manual workflows, or uncertainty that have traditionally made captives difficult to approach.

One of the most significant impacts of CaptiveSimple is its ability to dramatically reduce both the cost and time associated with determining captive feasibility. The industry norm for a feasibility study can reach $75,000 and stretch up to 22 months. CaptiveSimple streamlines this process, reducing feasibility costs to $22,500 and compressing the timeline to 30–60 days, depending on the user’s access to required data and actuarial reporting. This shift not only makes captives more accessible to a wider range of clients, but also empowers brokers to begin these conversations with confidence and clarity.

Attendees will see how the platform supports brokerages of all sizes through real-time education, data-driven feasibility indicators, guided next steps, and a clear, standardized workflow that demystifies captive conversations. The demo will highlight key features such as data collection tools, staged reporting, claims integration, intuitive dashboards, and the platform’s unique ability to streamline collaboration among brokers, clients, and actuaries.

Whitney Benson

Founder, COO/CTO

CaptiveSimple

This session will provide brokers with everything they need to know about claim trends, as well as practical tips to help manage loss control to reduce liability.

Description & Objectives:

Modern day brokers and their teams often work under stressful conditions, serving price-conscious clients with varying needs and dealing with underwriters with different risk appetites and ever-changing policy wordings. Through the lens of a broker Errors and Omissions (E&O) case study, this session will highlight claim trends, identify E&O exposures that brokers face when providing professional services, and provide practical tips on how to control their risks to avoid lawsuits or minimize liability.

• Understanding claim trends
• Identify common red flags for errors and omissions
• Learn tips on how to control risks

Grace Leung

Claims Expert, Vice President

Swiss Re Corporate Solutions

Wear your best black tie attire and get ready to start your evening off with a bang! Mix and mingle at this cocktail hour before the President’s Gala.

More details are coming soon.

Enjoy delicious food, fantastic music, and celebrate the recipients of the IBAA Awards for Excellence on this unforgettable night.

More details are coming soon.

It’s time to let loose and have the time of your life at this extravagant themed party!

Wawanesa Party details are coming soon. Stay tuned!

Join us for a delicious breakfast before the events of our final day kick off.

Before you do anything make sure you swing by our registration desk to check in for the event. Come get your badge, your delegate bag, and any other goodies set aside for you. If you have any questions about the convention, need help navigating, or you just want to come meet the staff we'll be setup each day throughout the events.

More details coming soon!

This session gives brokers a clear, practical introduction to AI—without the hype. We break down key concepts like automation, machine learning, and LLMs using simple definitions and real brokerage examples. Participants will see how AI maps directly to everyday workflows, including renewals, client service, data entry, and claims intake. We also cover the risks and limitations of using AI in a brokerage, helping brokers understand where these tools add value and where human oversight is essential. The session includes a straightforward framework for evaluating the ROI of AI deployments—such as time saved, increased capacity, and new revenue opportunities. We finish with guidance on assessing AI vendors, including what to look for in security and data practices, how models are trained, and the pros and cons of point solutions versus multi-function platforms. Brokers will leave with a grounded understanding of AI and a simple method for evaluating tools and vendors with confidence.

Objectives:

• Gain a clear, jargon-free understanding of AI, including automation, machine learning, and LLMs, and how they apply to your brokerage.
• Identify practical AI use cases across renewals, client service, data entry, claims intake, and other core workflows.
• Learn key risks and limitations to ensure safe adoption.
• Evaluate ROI effectively using simple metrics.
• Assess AI vendors confidently with the right questions.

This session will provide attendees with an understanding of how industry trends may impact their future financial performance.

Description & Objectives

Understanding where your brokerage stands, and where the industry is headed, is essential for long-term success. This course provides a comprehensive review of historical financial benchmarks for the brokerage sector, offering participants a clear picture of how their performance compares to industry standards. The session explores current and emerging trends that could reshape these benchmarks in the years ahead. By examining these factors, you’ll learn how to anticipate potential impacts on your own business and identify opportunities for growth.

Alex Wong

Partner, CPA, CA, CBV

Smythe

Take a break and recharge with lunch in the main building at the Riverview Lounge.

Details of this event are coming soon. Stay tuned!

Create lasting connections with brokers and industry partners at the IBAA Convention Trade Show. From across Alberta, we invite brokers and vendors to join us on May 12th to connect with one another to build opportunities and a stronger community.

Access to the trade show is part of participant registration for those who are attending on May 12th. If you are a vendor looking to register a booth, either use the registration options at the top of the page or click the button below.

The IBAA Convention 2026 trade show will be an evening trade show, running from 2:30pm - 6:30pm and will take place in the Van Horne Ballroom. To see a full map of the space, please click here.

Don’t miss the incredible convention finale! Enjoy a cocktail, dance your shoes off, and close out our 100th anniversary with a bang!

More details to come soon.