May 5-7, 2024 | Banff

Join us from May 5th to 7th at the Fairmont Banff Springs Hotel to explore the new and changing landscapes of the broker channel. IBAA’s 2024 Convention will connect insurance leaders and vendors to discuss changing technology, communication best practices, and the challenges surrounding attracting and keeping new talent. Learn new strategies, make lasting connections, and discover what’s on the horizon for brokers in 2024. Click the button below to register or explore this page for more event information.

Attendees will be eligible for up to 11.5 CE hours for general licenses.

Convention 2024 Registration Now Closed

Location

Banff Springs

Located in the heart of a UNESCO World Heritage Site, the Banff Springs hotel is a landmark of the picturesque town of Banff, Alberta. Canada's "Castle in the Rockies," has been providing legendary hospitality to their guests for more than 130 years. Convention participants are responsible for booking their own accommodation. If you are interested in staying at the Fairmont, book early as rooms sell out very quickly. You must be a registered convention attendee in order to book a room within the IBAA hotel block.

Booking information will be provided in your convention registration confirmation email. Click the button below to learn more about the Banff Springs Hotel.

Shane Feldman

Future-Proof Passport: Build Better Relationships in a Changing Landscape

In today's changing landscape, your competitive edge is how effectively and efficiently you connect with others. In this empowering, forward-looking talk, famed entrepreneur and anthropologist Shane Feldman goes beyond the hype and speculation to reveal a fundamental truth: In today's unpredictable landscape, community and relationships are what will set you apart.

New disruptive business models, new flexible work arrangements, new tech-fueled innovation are all part of the future of work. Shifting perceptions of entrepreneurship and moving beyond tech-fueled competition, Shane will help you re-focus, re-connect, and elevate your impact.

Read More

Event Sponsors

Award Logo

During our reformatted President’s Gala, we want to showcase how our brokers build positive change within the culture, direction, and best practices of the communities they serve and Alberta’s insurance industry. Nominate your brokerage for one of the four available award categories to participate in the inaugural IBAA Awards for Excellence. Awards will be presented during Gala 2024. Click the button below for more information.

Trade Show Logo

Trade Show

Tuesday, May 7th

The IBAA Convention Trade Show is an opportunity for brokers and industry partners to create lasting connections. We are excited to invite brokers and vendors from all across the province to come together on May 7th to expand horizons and build a more connected community. Access to the trade show is part of participant registration for those who are attending on May 7th. If you are a vendor looking to register a booth, click the button below.

Schedule

9:00AM-12:00PM | Golf

26th Annual IBAA Golf Tournament

Our annual IBAA golf tournament, hosted on the Banff Springs Golf Course. Click here to read more or register.

11:00PM-12:00PM | Meal

Lunch

Join us for lunch in the Riverview lounge before the events truly kick off.

12:00PM-1:00PM | Education

Sales/Marketing

1 CE hour toward general, and adjuster licenses.

You know that friend who is always by your side to have fun and cheer you on, but will also be the one to tell you like it is? Well, that’s me I am here to be THAT friend for the insurance industry. Join me as we discuss some of the biggest challenges in our industry. Read More

1:15PM-2:15PM | Education

Artificial Intelligence

1 CE hour toward general, and adjuster licenses.

The insurance industry is rapidly evolving with technological advancements. Understanding Generative AI is crucial for brokers to stay competitive and relevant in the market. Read More

2:30PM-3:30PM | Education

Leadership

1 CE hour toward general, and adjuster licenses.

There is no doubt that mental health challenges have been on the rise. Leaders and employees in the insurance industry are facing a multitude of issues, including heavy workloads, financial/economic uncertainty, and higher stress levels in customers/clients. Read More

3:45PM-4:45PM | Education

Technology

1 CE hour toward general, and adjuster licenses.

Canadian brokers have been losing personal insurance market share to direct writers for much of the last two decades. With their large marketing budgets and a population that increasingly seeks insurance online, are brokers doomed to continue to lose share? Read More

7:00PM-12:00AM | Event

Peace Hills Party

Arriba! Let’s taco ‘bout a fiesta like no otro as we celebrate Cinco De Mayo at the 2024 IBAA convention! Just in queso you need a reason to get your guac on, join your amigos from Peace Hills for a night of Mexcellent food, drinks, and music! It’s sure to be un poco loco! People are encouraged to dress in the colours of the Mexican flag; red, white, and green.

7:30AM-9:00AM | Meal

Breakfast

Prepare for the keynote session with breakfast in the Van Horne Foyer.

8:30AM-9:30AM | Keynote

Keynote Session

1 CE hour toward general, and adjuster licenses.

In today's changing landscape, your competitive edge is how effectively and efficiently you connect with others. In this empowering, forward-looking talk, famed entrepreneur and anthropologist Shane Feldman goes beyond the hype and speculation to reveal a fundamental truth: In today's unpredictable landscape, community and relationships are what will set you apart. Read More

9:45AM-10:45AM | Education

Executive Panel

1 CE hour toward general, and adjuster licenses.

Join high-level leaders from Aviva, and SGI for a moderated discussion around key industry topics and current events.

11:00AM-12:00PM | Education

Cyber

1 CE hour toward general, and adjuster licenses.

Our aim here is to equip brokers with some knowledge and skills to be able to offer a strong value proposition to their customers and clients. Read More

12:00PM-1:00PM | Meal

Buffet Lunch

Join us for lunch in the Van Horne Ballroom.

1:00PM-2:30PM | Education

Broker Exchange & Board Swearing In

1.5 CE hour toward general, and adjuster licenses.

This session is your opportunity to share your concerns and perspectives about the industry with your peers. Come prepared to ask questions. The 2023-2024 IBAA Board will also conduct their official swearing in and member dedication during the session.

2:45PM-3:45PM | Education

Talent Acquisition

1 CE hour toward general, and adjuster licenses.

This presentation takes a practical look at the current job market and discusses the steps needed to attract, hire, and keep great staff. We'll explore how hiring practices have evolved to reach this point and focus on actionable strategies for employee engagement. Read More

6:00PM-7:00PM | Gala

Champagne Reception

Join your fellow industry professionals in the Van Horne foyer in preparation for the night's big event. Drinks will be served and a photographer will be present.

7:00PM-10:00PM | Gala

President's Gala

Join us for an ‘Around the World’ themed evening designed to celebrate the 2024 incoming board president and the IBAA broker channel. The first annual IBAA Awards for Distinction will be presented after dinner. Doors open at 6:30 p.m. Van Horne Ballroom A&B The Gala 2024 is themed around our incoming President's favourite travel destinations: Thailand, England, Morocco, Italy and Hawaii. In keeping with the theme, we encourage Gala attendees to dress in semi-formal evening attire with international flair. Celebrate your own culture through your outfit in a respectful and elegant way.

Examples

10:00PM-12:00AM | Event

The After Party: Destination Wawanesa

As your President’s Gala adventure draws to a close, make your next destination the Wawanesa After Party, a perfect night cap to your evening. Music, cocktails, and soft seating await your arrival.

7:30AM-9:30AM | Meal

Breakfast

Start your day off right with a hot meal and some early morning networking during our buffet breakfast in the Alberta Room.

8:30AM-9:30AM | Education

Wawanesa Seminar

1 CE hour toward general, adjuster, and life licenses.

A review of and deeper dive into the cross-sell opportunities across the insurance spectrum and for which is a rising strategic initiative for many brokerages. Click Here to Read More

9:45AM-10:45AM | Education

Regulators

1 CE hour toward general, and adjuster licenses.

Staff from both the Superintendent of Insurance and the Automobile Insurance Rate Board will provide a regulatory update. Read More

11:00AM-12:30PM | Broker Discussions

Broker & Insurer Connect

Take your networking game further by participating in our newest addition to the Convention program—Broker Connect! This year, Sandbox, Travelers, Opta and Intact will be available for small-group connection sessions. Select the 30 minute sessions you want to attend and have fun learning more about those markets. Come prepared to talk! 

12:30PM-4:30PM | Trade Show

Trade Show

Meet with industry vendors and services during the 2024 trade show hosted in the Van Horne Ballroom and the President’s Hall. Lunch and drinks will be served. If you'd like to register a booth click here.

6:00PM-9:00PM | Event

Hospitality Night

Come with us to the Alberta Room as we bring the events to a close with our Hospitality Party. Dinner and drinks will be served.

9:00PM-12:00AM | Event

SGI After Party

Booyah! Come get jiggy at SGI CANADA’s trippin’ 90s-themed party in the Cascade ballroom, 9 p.m. to midnight. Heading straight to bed after convention is over? As if! Don’t be a buzzkill, friends – this night’s gonna be da bomb!

Golf

Sunday, May 5, 2024

Join brokers and sponsors for an 18-hole (team scramble format) round of golf at the 26th Annual IBAA Golf Tournament. Eat, visit, putt, and play! Registration opens at 9:00 a.m. with a 10:00 a.m. Shotgun start. RAIN or SHINE, golfers of all skill levels and abilities are welcome.

Golf Logo
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Convention Pricing

Full Convention: $950 | Early Bird Pricing: $825

Full Convention No Gala: $825 | Early Bird Pricing: $725

Single Days

Sunday Only: $200

Monday Only: $500

Tuesday Only: $450

Social Attendees

Social Pass (Does not include Gala): $350

Gala Only: $275

Wednesday Breakfast: $40

Trade Show

Trade Show Booth: $2,250

Golf

Price Per Player: $350

*Pricing does not include hotel accommodations

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Dear Insurance, We Need to Talk, Your Millennial BFF

May 5th | 12:00-1:00PM

You know that friend who is always by your side to have fun and cheer you on, but will also be the one to tell you like it is? Well, that’s me- Hi I’m Ema Roloff- and I am here to be THAT friend for the insurance industry. Join me as we discuss some of the biggest challenges in our industry. We will be talking about customer relationships, the talent gap, and what it takes to implement technology in a way that allows us all to feel more human.

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Ema Roloff

Ema is a passionate educator, sales leader, and digital transformation expert with a unique background in teaching and over a decade of experience guiding companies through their digital evolution. She is the co-founder of Roloff Consulting and the Host of Leading Change. Ema has received prestigious awards and accolades, including the RISE 35 under 35 Award and recognition as an Industry Influencer by InsurTech Hartford.

Ema's diverse experience spans various industries, enabling her to identify patterns and facilitate insightful discussions that transcend industry boundaries. With over 300 expert interviews conducted in Digital Transformation and Innovation, Ema is a trusted voice in the field.

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Navigating the AI Revolution: Implications and Strategies for the Insurance Sector

May 5th | 1:15-2:15PM

This presentation delves into the transformative role of Generative AI in the insurance sector, offering a comprehensive overview tailored for insurance brokers. It begins by introducing the concept of Generative AI, highlighting its growing impact in finance and insurance. The talk then explores how AI is reshaping key areas like underwriting, risk assessment, and customer service in the insurance industry.

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Bill Syrros

Meet Bill Syrros, the Exponential Labs leader at BDO Canada. With over two decades of experience in the technology services and business sector, Bill is a seasoned professional known for his expertise in innovation and strategic leadership.

As a key member of the Senior Leadership Team, Bill has been at the forefront of innovation, consistently delivering practical results in areas such as Data, Development, IoT, and Cloud technologies throughout his 20-year career.

Bill's journey in the tech industry began with the founding of Lixar IT, a company that has excelled under his visionary leadership. Lixar has consistently provided cutting-edge technologies to prominent players in the airline, automotive, and telecommunications sectors. In 2020, Lixar IT merged with BDO Canada, forming BDO Lixar and solidifying their position as industry leaders.

Beyond his professional accomplishments, Bill Syrros is also a dedicated philanthropist who believes in the power of community. With a remarkable track record and a commitment to excellence, Bill continues to shape the future of technology and business through his innovative spirit and dedication to positive change. His journey serves as an inspiring example of what one individual can achieve when guided by passion, vision, and a strong sense of purpose.

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Fostering Mental Wellness in Today’s Organizations

May 5th | 2:30-3:30PM

There is no doubt that mental health challenges have been on the rise. Leaders and employees in the insurance industry are facing a multitude of issues, including heavy workloads, financial/economic uncertainty, and higher stress levels in customers/clients.

This evidence-based keynote, delivered through the lens of organizational psychology, will share the latest trends and proactive tools to better equip leaders to foster mental wellness in themselves and their people. Topics will include highlighting the current mental health situation, common mental health concerns and how to navigate these challenges and conversations to thrive during these uncertain times.

Learning Outcomes

  • Create a sense of psychological safety and belonging.
  • Learn tips to address and navigate mental health challenges and conversations.
  • Apply strategies to create a workplace that supports mental and emotional wellbeing.
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Dr. Laura Hambly-Lovett

Dr. Laura Hambley Lovett is an Organizational Psychologist, Keynote Speaker, Business Leader, Author, and Podcast Host of the highly acclaimed podcast Where Work Meets LifeTM. She is a sought-after thought leader on workplace psychology, the future of work and career development with nearly 25 years of experience. Dr. Laura is passionate about creating cultures that attract top talent and where people stay and thrive.

Dr. Laura has founded several psychology and consulting practices, including Canada Career Counselling in 2009, where registered psychologists help 1000s of Canadians navigate their career and workplace challenges, and support organizations with career transitions. She holds a Ph.D. in Industrial/Organizational Psychology from the University of Calgary, where she is currently an Adjunct Professor. Dr. Laura received a Canadian Women of Inspiration Award as a Global Influencer in 2018.

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A Recipe for Growing Broker Market Share

May 5th | 3:45-4:45PM

Canadian brokers have been losing personal insurance market share to direct writers for much of the last two decades. With their large marketing budgets and a population that increasingly seeks insurance online, are brokers doomed to continue to lose share?

Tom doesn't think so, but how can brokers turn the story around?

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Tom Reid

Tom has spent more than a quarter of a century in a variety of senior leadership positions in the Canadian P & C industry.

His background includes digital strategy development & implementation, digital marketing, software development, finance, underwriting and business development. Tom has been the COO of a large brokerage, served as the regional head for a large carrier, and was the president of a startup digital technology firm.

Tom continues to be active in the Canadian P & C sector, consulting for various insurance clients, including leading the IBAC initiative to promote broker/carrier connectivity. Tom also spent a decade volunteering with high performance athletes, including 4 years as President of Ski Jumping Canada which was capped off with the honour of being the Canadian team leader for ski jumping at the 2018 Winter Olympics.

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Names of Seminars can be super long and obnoxious

May 5th | 10:00-11:00AM

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Future-Proof Passport: Build Better Relationships in a Changing Landscape

May 6th | 8:30-9:30AM

In today's changing landscape, your competitive edge is how effectively and efficiently you connect with others. In this empowering, forward-looking talk, famed entrepreneur and anthropologist Shane Feldman goes beyond the hype and speculation to reveal a fundamental truth: In today's unpredictable landscape, community and relationships are what will set you apart.

New disruptive business models, new flexible work arrangements, new tech-fueled innovation are all part of the future of work. Shifting perceptions of entrepreneurship and moving beyond tech-fueled competition, Shane will help you re-focus, re-connect, and elevate your impact.

Having researched community leadership and human behavior on the ground in 100+ cities, towns and villages across 6 continents, Shane Feldman will take you on a journey, illustrating the lessons learned interviewing leaders in places ranging from Vietnam and Albania, to Japan and South Africa. Shane decodes how to empower human connection and future-proof your operation through real-world examples and clear strategies you can apply right away.

Key Takeaways:

  • Build stronger relationships with anyone, anywhere
  • Design a team that will thrive through change and uncertainty
  • Break out of silos to elevate innovation
  • Amplify the why behind your work, promoting authenticity
  • Strengthen a sustainable growth mindset
Learn more about Shane
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Names of Seminars can be super long and obnoxious

May 5th | 10:00-11:00AM

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Cyber Risk and Insurance: Threats and Opportunities

May 6th | 11:00AM-12:00PM

Our aim here is to equip brokers with some knowledge and skills to be able to offer a strong value proposition to their customers and clients. Brokers sit in a unique position with their clients and customers to be able to not only work with them to obtain the most appropriate insurance but also ensure provide advice and recommendations so that that they can be resilient to a cyber-attack.

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Adil Palsetia

Adil is the KPMG Financial Services sector leader for cyber security and leads the team for Strategy & Transformation. Adil focuses on providing strategic advice to organizations, assisting them to better manage their risk as it relates to information security cyber security and technology risk.

LinkedIn

Vivek Jassal

Vivek is the KPMG Cyber Resilience Lead. He is an experienced cyber security professional specializing in helping organizations prevent, manage and respond effectively to cyber incidents. Prior to moving to Canada, Vivek was a Captain in the British Army, leading bomb disposal operations, intelligence and security.

LinkedIn 

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Names of Seminars can be super long and obnoxious

May 5th | 10:00-11:00AM

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Navigating the Talent Terrain: Insights into Modern Hiring and Employee Engagement

May 6th | 2:45-3:45PM

This presentation takes a practical look at the current job market and discusses the steps needed to attract, hire, and keep great staff. We'll explore how hiring practices have evolved to reach this point and focus on actionable strategies for employee engagement. The goal is to provide insights into the dynamics of today's job market and offer practical advice for creating a positive workplace culture that supports growth and success. By the end of the presentation, you'll have a clear understanding of what it takes to build a team that not only fits your business but also contributes to its long-term success. Let's navigate the essentials of talent acquisition, staff retention, and fostering a healthy organizational culture together.

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Shelley Tobin

In Shelley’s journey spanning more than 20 years, she has channeled this passion into various roles, each contributing to her deep understanding of the dynamics at play in the world of talent acquisition. As the owner and CEO of the award-winning recruitment agency, HireSuccess Staffing, She has helped countless businesses in securing the top talent within their respective industries.

Transitioning into the role of a hiring consultant, she continues to provide invaluable insights to organizations seeking to elevate their hiring practices.

In a landscape where talent acquisition is undeniably a linchpin of success, Shelley believes that the ability to attract and hire the right individuals is often the pivotal factor distinguishing triumph from failure in the business arena. Her mission as a seasoned professional and industry influencer is not only to underscore this critical truth but to empower businesses and professionals alike to navigate the intricate balance of recruitment and strategic acumen.

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Names of Seminars can be super long and obnoxious

May 5th | 10:00-11:00AM

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Creating Cross Sell Value For Our P&C Partners & Members

May 7th | 8:30-9:30AM

A review of and deeper dive into the cross-sell opportunities across the insurance spectrum and for which is a rising strategic initiative for many brokerages. Individuals with home and auto insurance often have a need for Individual Life and Investment products.

Commercial businesses owners and farms with property and liability insurance often have a desire for Group benefits.

Brokers have an ability to cross sell their clients further products and thus creating retention stickiness.

Wawanesa and Wawanesa Life can provide complementary insurance products across P&C and Life that are ideal candidates for cross sell opportunities.

  • Outline the Cross-sell Opportunity; what it is and where it exists
  • Overview of the various product lines in Life insurance; Individual Life & Group benefits and their relationship to P&C counterparts; Personal Lines and Commercial
  • Complimentary Products, Discounts and Campaigns
  • Getting Started with Cross Sell - Licensing, Technology
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Scott Knight, Vice President Group Benefits Distribution

With greater than 25yrs of industry experience, Scott started out with large mutual and cooperative carriers on the property casualty insurance side of the business, prior to transitioning to the disability side of group benefits where he had been the Chief Operating Officer and EVP of Claims for 8 years at a specialty carrier. Since joining Wawanesa, Scott has worked with the team to raise the profile and product offerings in the group benefits team. Scott will say he is a “claims guy” first – but that perspective lends well to a career that touches on most aspect of insurance, internally and externally, that in the end is all about a strong customer service philosophy built to preserve and protect the viability of a program – because in the end “We are the stewards of our customers premiums with a duty to pay claims responsibly and achieve rate stability”.  Throughout his career, Scott has an entrepreneurial spirit having started and run his own medical assessment and rehabilitation firms as well as some early claims technology start-ups including participating in the development of one of the first web-based cognitive screening tools.  Scott has been past president of industry associations and presented at The Society of Actuaries conference, Caribbean Insurance Conference as well as various governmental hearings on auto insurance reform.

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Talk with Regulators

May 7th | 9:45-10:45AM

Staff from both the Superintendent of Insurance and the Automobile Insurance Rate Board will provide a regulatory update, with a Q&A session, about automobile insurance and the ‘good driver’ cap; property insurer response to applications when wildfires threaten; and the Premier’s mandate letter item to “make property insurance more affordable.”

  • Participants will better understand the road map for automobile insurance Policy review in Alberta;
  • Participants will understand more clearly the ‘good driver’ cap, common questions and issues, and how it applies or not, to renewal policies;
  • Participants will understand the Superintendent’s thinking around insurance moratoria when property is under threat from wildfire (or other hazard);
  • Participants will understand the work underway to develop recommendations for government to employ in helping make property insurance more affordable; and
  • Participants will have an opportunity to express questions and concerns to the Superintendent’s office and the AIRB.
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Laurie Balfour

Laurie Balfour is the Executive Director of the Alberta Automobile Insurance Rate Board. Prior to joining the Automobile Insurance Rate Board in 2018, she led the Prudential Supervision team within the Office of the Superintendent of Insurance for over nine years. Prior to joining the Alberta Government, she worked in the private sector as the Vice President of Corporate Services for an Alberta based non-profit organization.

She is a Chartered Professional Accountant and holds a Masters in Business Administration. Laurie actively serves on numerous national committees for the Canadian Council of Insurance Regulators (CCIR) the General Insurance Statistical Agency (GISA) and the Canadian Automobile Insurance Rate Regulators (CARR).

David Sorensen

As Deputy Superintendent, David leads a team who are responsible for regulating insurance companies operating in Alberta.

David has played key leadership roles in insurance companies in B.C. and Alberta. Before joining government as Deputy Superintendent of Insurance in 2014, David was Regional Director of Claims for a national property and casualty insurer.

David is a Fellow, Chartered Insurance Professional (FCIP), and also holds a Bachelor of Arts degree. He is a certified instructor with the Insurance Institute of Canada.

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Names of Seminars can be super long and obnoxious

May 5th | 10:00-11:00AM

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Speaker Name

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Names of Seminars can be super long and obnoxious

May 5th | 10:00-11:00AM

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