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2024 Annual Seminar: Changing the Game

Event Information

Date: April 10th 2023 0800 - 1700
For: Members and Guests
Price: $169.50/members, $395.50/guests
Location: One King West Hotel: Grand Banking Ballroom, Toronto ON

Overview

CLIEDIS’ 2024 Seminar: Changing the Game

 

We are excited to announce our 2024 Seminar, Changing the Game.

While we continue to work on the agenda, we are thrilled to announce two very exciting sessions:

 

Strategy in a World of Disruption with Shawn Kanungo

 

The business world has fundamentally changed forever. The growth and adoption of new technologies is at a dizzying pace. Customer and employee expectations have been pushed forward 10 years due to the pandemic. We are now looking for organizations to be fearless in a changing world.

 

These drivers are forcing everyone to reimagine their entire organizations. How do we survive? How do we disrupt ourselves before someone else does? How do we deliver better experiences to our clients, customers, and teams? Today, we need to be bold, brave and experimental.

 

The Digital Evolution of the MGA

 

This fireside chat is one you will not want to miss!  Join us as we get down to the nitty gritty with:

 

  • Jamie Greenfield, COO & EVP @HUB
  • Cathy Hiscott, President @PPI 
  • Phil Marsillo, President & CEO @IDC Worldsource

 

A block of rooms has been reserved at One King West for this event at a rate of $299 plus 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 rates.

 


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AN INVOICE WILL BE SENT TO YOU SEPARATELY.

Materials

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Agenda

08:00 BREAKFAST & VENDOR SHOWCASE

 

09:00 “GAME ON” WITH DARLYS & TANA

 

09:15 KEYNOTE SHAWN KANUNGO: STRATEGY IN A WORLD OF DISRUPTION

 

10:15 “WHAT’S MY LINE” WITH MIKE DAICOFF

 

10:20   BREAK & VENDOR SHOWCASE

 

10:40 “WHAT’S MY LINE” WITH MAT LEMPRIERE

 

10:45 DATA – THE BIG PICTURE

 

11:20 “WHAT’S MY LINE” WITH HEATHER LEBLANC

 

11:25 DEFINING YOUR ROADMAP 2024 & BEYOND – THE VENDOR PERSPECTIVE

 

12:00   LUNCH & VENDOR SHOWCASE

 

13:00 KEYNOTE KIMBERLY HARRIS-FERRANTE: INSURANCE- SUPPORTING TRANSFORMATION THROUGH TECHNOLOGY INNOVATION

 

14:00   BREAK & VENDOR SHOWCASE

 

14:20 “WHAT’S MY LINE” WITH MICHELLE NELLES

 

14:25 ADVANCES IN DATA: SUCCESSES AND CHALLENGES

 

15:00 THE DIGITAL EVOLUTION OF THE MGA

 

15:45 CLOSING REMARKS & COCKTAIL HOUR

Sessions

Breakfast & Vendor Showcase

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

 

Game On

Darlys & Tana will chat about the changes for CLIEDIS since we last met face-to-face.

 

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

 

Keynote: Strategy In A World Of Disruption

In this awe-inspiring talk, Shawn Kanungo provides an optimistic roadmap for the future. He explores how we can take unexpected approaches to innovation to remain competitive and relevant.

 

Speaker: Shawn Kanungo, A globally recognized innovation strategist and bestselling author.

 

 

Data, The Big Picture

At this session, we will discuss how APIs fit in the insurance space and alongside data feeds, what the opportunities and promises are, and what it all means to the future of CLIEDIS.

 

Speakers: Brett Mulligan, AVP Information Systems @Manulife; Mike Daicoff, VP IT & CIO @ivari and Tana Sabatino, Implementation Services Specialist, CLIEDIS

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What’s My Line

These short 5 minute segments are threaded throughout the day and cover a variety of topics.  This is your opportunity to hear directly from CLIEDIS board members.  You won’t want to miss these.

 

Defining Your Roadmap – 2024 & Beyond: The Vendor Perspective

Vendors’ capabilities in the insurance space are crucial to the industry’s success. Much of CLIEDIS’s initiatives put the vendor right in the critical path. At this session we will explore their reality and discuss their future direction.

.

Speakers: Charlie Conron @LDA, Grace Apea @Equisoft, Diana McKay @iPipeline and Tim Fitzpatrick @ VirtGate.

 

 

Afternoon Keynote: Insurance: Supporting Transformation Through Technology Innovation

As the insurance industry evolves, it is becoming increasingly important that insurers successfully harness the power of new technology to support business transformation. This session will review how emerging technologies such as AI/genAI, metaverse and other leading technologies are helping insurers prepare for and respond to industry pressures.

 

Speaker: Kimberly Harris-Ferrante, VP & Distinguished Analyst @ Gartner

 

Advances in Data: Successes and Challenges

The CITS feeds impact many constituents across the industry and we continue to learn more as their use expands. Tana will provide an update on the CLIEDIS CITS Implementation Progress and chat with Erin from an advisor perspective on both the success and challenges experienced in using data to better one’s practice. We will also include an update from the CAILBA Technology Committee on their discussions regarding feeds and APIs and the challenges they are tackling for service levels surrounding them.

 

Speakers: Erin McKee, President of Insurance | Vice President, Wealth Services @ Echelon Wealth Partners, Partners; Tana Sabatino, Implementation Services Specialist, CLIEDIS; Julie Martin, PPI representing the CAILBA Technology Committee

 

The Digital Evolution of the MGA

This fireside chat is one you will not want to miss!  Join us as we get down to the nitty gritty with:

 

  • Jamie Greenfield, COO & EVP @ HUB
  • Cathy Hiscott, President @ PPI 
  • Phil Marsillo, President & CEO @ IDC Worldsource

 

Moderator: Andy Cunningham, SVP & Lead Information Technology Officer @ PPI

 

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.