Canadian Insurance Accountants Association upcoming events

CIAA Southwestern Ontario Spring 2026 Seminar (7 May 2026)

Thu, 07 May 2026 18:30:00 GMT

CIAA Southwestern Ontario 2026 Seminar

The CIAA Southwestern Ontario Seminar is back! Join us for an afternoon of sessions followed by a networking cocktail reception on Thursday, May 7th, 2026 at OMIA Office in Cambridge, Ontario.

Tickets

Members: $100.00

Non-Member: $140.00

A cancellation fee of $25.00 applies until April 29th, 2026 after which no refunds will be provided. Substitutions will be allowed at no additional charge.

Schedule

2:30 PM to 3:00 PM: Registration

3:00 PM to 3:45 PM: Session #1

4:00 PM to 4:45 PM: Session #2

5:00 PM to 5:45 PM: Session #3

5:45 PM to 7:00 PM: Reception

Session Details

Session #1: Together towards tomorrow: Key trends shaping the future of the insurance industry

This session will highlight the key trends shaping the future of the Canadian insurance industry, including how insurers are responding to advances in AI, evolving regulatory expectations, economic and geopolitical uncertainty, climate pressures, and changing customer expectations. The discussion will focus on what these trends mean for competitiveness, resilience, and growth as insurers plan for the years ahead.

Speaker: Bobby Thompson, Partner, Audit and Office Managing Partner, Waterloo

Bobby is a Partner in the Audit Practice of KPMG Canada focused on financial institutions in the insurance sector. Bobby provides assurance and accounting advisory services for clients ranging from listed global conglomerates to private monoline insurers. Clients have included those in life and health, property and casualty, reinsurers, mortgage and specialty lines. He has also served banks and broker dealers. Experience includes IFRS, US GAAP and ASPE reporting frameworks, as well as regulatory reporting frameworks for OSFI (LICAT, MCT, MICAT, BCAR) and IIROC. Bobby serves many clients in Canada and globally on their IFRS 17 implementations – the new insurance accounting standard. He participates with industry working groups, including the Canadian Life and Health Insurance Association, OSFI and Canadian Institute of Actuaries. He has contributed to and authored a number of thought leadership pieces and regularly presents at conferences in Canada.

Session #2: Beyond the Appointed Actuary: Turning Actuarial Insight into Business Advantage

For many insurers—particularly farm mutuals—the actuarial function is primarily accessed through an external Appointed Actuary. In practice, this often means that actuarial work is viewed as a regulatory requirement: annual reports, reserve opinions, and capital testing.

However, this perspective significantly underutilizes the value that actuarial insight can provide.

The same analyses used to support financial reporting and regulatory compliance—such as reserving, capital modeling, and Financial Condition Testing—contain critical information that can directly inform business decisions around growth, underwriting strategy, reinsurance, and profitability.

This session will explore how insurers can move beyond a "check-the-box" view of the Appointed Actuary and instead leverage actuarial work as an ongoing strategic input into the business.

We will cover:

Where actuarial work is most often under-leveraged in organizations that outsource the function

How to extract actionable insights from existing actuarial deliverables without increasing cost or complexity

Practical examples of how actuarial analysis can support decisions on growth, capital management, and risk appetite

What a more strategic relationship with your actuarial advisor looks like in practice

Designed for finance, accounting, and insurance leaders, this session will provide practical, non-technical guidance on how to get more value from your actuarial partners—and use that insight to drive better business outcomes.

Speaker: David Mamane, Partner, P&C Actuarial Services Practice Leader, Insurance Industry Senior Analyst, RSM Canada

David Mamane is a Partner in RSM Canada's Financial Consulting practice and leads the firm's Property & Casualty Actuarial Services offering. He works closely with Canadian insurers—particularly small to mid-sized and mutual companies—to support Appointed Actuary mandates while helping organizations extract greater strategic value from their actuarial work.

David's experience spans reserving, capital modeling, and pricing, with a strong focus on translating actuarial analysis into practical business decisions. He regularly advises executive teams and Boards on capital management, growth strategy, and risk appetite, and is known for helping organizations move beyond compliance-driven actuarial processes toward more proactive, insight-driven decision-making.

He currently serves as Chair of the Property & Casualty Financial Reporting Committee of the Canadian Institute of Actuaries and is a Fellow of the Canadian Institute of Actuaries, and the Casualty Actuarial Society.

Session #3: Making Sense of the Numbers: Turning Data Into Actionable Financial Insight

This session explores how insurers can move beyond simply reporting results to truly understanding the story their data is telling. We will walk through practical approaches for gathering company and industry insights that support decision making. Topics include identifying signals vs. noise with IFRS 17, uncovering emerging trends, and using comparative analytics to strengthen strategic planning. Attendees will leave with a clearer sense of how to extract meaningful intelligence from the data they already have and how to communicate that insight effectively within their organizations.

Speaker: Nevina Kishun, Chief Executive Officer

Nevina Kishun is the CEO of MSA Research, Canada’s leading provider of independent financial analysis and industry intelligence for the insurance sector. She brings a distinctive mix of healthcare, retail, and insurance experience, with a strong track record in strategy and business transformation.

Before joining MSA, Nevina served as Vice President of Strategy, Compliance, and Sustainability at Valani Global, where she helped drive the acquisitions of MSA Research and JSCP, expanding Valani’s presence in actuarial consulting and financial analytics.

She holds an Executive MBA from Cornell and Queen’s University, a Doctor of Pharmacy from the University of Florida, and degrees from the University of Saskatchewan and the University of Guelph. Nevina also serves on the boards of Hospice Toronto and Lauremont School, underscoring her commitment to community leadership.

Contact

Feel free to email events@ciaa.org should you have any questions or concerns.

CIAA 2026 Advanced Course (10 May 2026)

Sun, 10 May 2026 04:00:00 GMT

WE'RE BACK!

Join industry experts, along with guest speakers, in this 5 day-long intensive program May 10-14, 2026. This course attracts professionals from across Canada and typically has a waiting list. It offers an ambitious business program that covers it all, from strategic planning, to product pricing and underwriting, to investment management and sales and distribution. A variety of proven instruction methods, presentations by industry experts, to interactive sessions and group activities, including a computer simulation model – keep you engaged and challenged.

Held every two years, this year will be held at the Hilton Meadowvale Hotel in Mississauga, Ontario. This course hones your skills and increases your proficiency in financial management. It’s designed to help you understand where the industry is going, the challenges it faces and how you can prepare. A certificate is awarded upon successful completion of the course.

If you are a CPA, this course may qualify for your professional development credits. Please contact your association for information.

Dates
From: Sunday, May 10th - program begins at 4:00pm
To: Thursday, May 14th - program ends ~5:00pm

Venue

Hilton Meadowvale
6750 Mississauga Rd, Mississauga, ON L5N 2L3

Registration Fee

Early Bird - Extended until March 29, 2026!

$3600 (Plus HST)*

Regular Rate until May 1, 2026

$3800 (Plus HST)*

* Registration fee includes accommodations for 4 nights, course materials, meals, and refreshments.

Cancellation Policy

A cancellation fee of $300.00 applies until March 13, 2026. Between March 14 - May 1, 2026, a cancellation fee of $1500.00 will be charged. Following May 1, 2026 there will be no refunds issued. Substitutions will be allowed at no additional charge.

For questions, please contact the CIAA Office:

(416) 840-5662 or events@ciaa.org

CIAA Virtual Fundamentals of Insurance Accounting Course 2026 (4 Jun 2026)

Thu, 04 Jun 2026 15:00:00 GMT

CIAA Virtual Fundamentals of Insurance Accounting

This workshop provides a comprehensive study in the application and theory of insurance accounting.

The Fundamentals of Insurance Accounting Course is our marque learning and development program that attracts insurance finance professionals from all over Canada. This course provides our attendees with a look at every facet of the insurance business industry and how each function works together. You'll be challenged by experienced instructors and peers throughout the course. The program outline demonstrates our commitment to providing superior L&D opportunity to both our members and our industry as a whole. This course is a valuable investment for both you and your company. - Patrick Espeut, Former President, CIAA

CIAA 2026 Fundamentals of Insurance Accounting Schedule

June 4^th	11AM - 4PM ET	Introduction and Premiums, Instructor Session
June 8^th	12PM - 4PM ET	Premiums: Tutoring Sessions (Small Groups)
June 10^th	12PM - 2PM ET	Premiums Assignment
June 11^th	12PM - 4PM ET	Claims, Instructor Session
June 15^th	12PM - 4PM ET	Claims: Tutoring Sessions (Small Groups)
June 17^th	12PM - 2PM ET	Claims Assignment
June 18^th	12PM - 4PM ET	Annual Return, Instructor Session
June 22^nd	12PM - 4PM ET	Annual Return: Tutoring Sessions (Small Groups)
June 24^th	12PM - 3PM ET	Annual Return Assignment

INDIVIDUAL REGISTRATION

Early Bird Rate: $1800.00 plus HST (*Available until May 14, 2026)

Regular Rate: $2100.00 plus HST

GROUP REGISTRATION

Take advantage of the group rate and purchase 5 tickets for the price of 4 tickets:

Group Rate Early Bird (5 tickets): $7200.00 plus HST (*Available until May 14, 2026)

Group Rate Regular (5 tickets): $8400.00 plus HST

COURSE TIMELINE

Registration fee includes:

Industry required course content focused on insurance accounting
Cost of instruction and materials
A two-year complimentary CIAA membership
(promo code to be provided after the course)
Meal Delivery Voucher for the networking social

* Attendees must have access to a laptop computer and strong internet for the duration of the course as materials will be accessible online only.

* All instructions and tutor sessions will be run online. Registered students will receive login instructions and access to pre-read materials in advance.

CANCELLATION POLICY

A cancellation fee of $350.00 applies after June 1, 2026. Substitutions will be allowed at no additional charge.

CONTACT

Please feel free to email events@ciaa.org should you have any questions.