The LIMRA and LOMA Canada Annual Conference is a key event that brings together senior executives and leaders across diverse sectors of the financial services industry as well as experts and trailblazers from related industries that convene for strategic business insights and high-level networking.
This virtual conference will be conducted in two sessions over two consecutive days.
Vice-President, Insurance Solutions – Canada, Equisoft
Senior Vice-President, Strategic Digital Automation Solutions, FastTrack
Carl Capato has held leadership positions in innovative technology organizations for over 25 years. He started his technology career in 1993 with Keynomics, Inc. in California as Senior Vice-President of Technology Productivity Partnerships for the USA. In 2006, he joined FastTrack in New Jersey as Senior Vice-President of Risk Management Strategic Partnerships. He has been instrumental in building and managing teams that primarily service insurance companies in the life, disability and health verticals, with a focus on improving productivity and quality through automated claims and decision-readiness solutions.
Senior Vice President and Head of Insurance and Annuities – U.S. and Canada, LIMRA and LOMA
John Carroll began his career at Merrill Lynch and over the course of 20 years held a variety of sales and marketing roles, culminating in Managing Director, Head of Distribution and Co-Head of Merrill Lynch Insurance Group. After Merrill Lynch, he joined Allianz Global Investors (AGI) where he was Chief Operating Officer for AGI Distributors (AGID), their U.S. Broker Dealer, and ultimately Head of U.S. Retail Distribution and served as the Chief Executive Officer of AGID. He joined LIMRA and LOMA from Epoch Investment Partners, an institutional asset management firm, where he was Head of Intermediary Client Relations. He holds a BA in economics and an MBA from Rutgers University.
Director, Sales – Canada, Broadridge
Jones is responsible for assisting clients transform their customer communications, create a superior consumer experience and achieve digital adoption and engagement mandates. Leveraging years of industry knowledge, he helps clients solve challenges in their communications journey and develop high-value solutions which derive tangible business impact.
Chief Digital Officer, Broadridge
For the past two decades, Rob Krugman has been dedicated to innovating new solutions to help businesses get the most out of emerging digital technologies. Today, as chief digital officer for Broadridge, Rob leads digital strategy and innovation. By supplementing traditional communication channels with new and emerging technology, companies can improve customer engagement, reduce business costs and make every touchpoint more meaningful. Rob frequently presents (e.g., Money20/20, Health Plan Consumer Experience & Retention Summit, Digital Marketing Summit); is quoted in industry publications; and writes about the future of omni-channel engagement, consumer preferences, identity management and brand digitization strategies.
Head of Wealth Sales, Wealth and Asset Management, Canada, Manulife
Catherine Milum guides Manulife’s National Sales team of more than 100 professionals by openly imparting her knowledge and experience to help advisors grow their business. She has spent her career learning, training and making customers’ decisions easier and their lives better. As a customer-obsessed sales powerhouse, her creative approach has earned her a reputation as a top practice management leader and sales trainer in the industry. Recognized as one of “Canada’s Most Powerful Women” by the Women’s Executive Network, and a 2019 “Champion of Change” recipient by Women in Capital Markets, Milum is a trailblazer in the wealth industry. She is passionate about growing strong relationships and developing the abilities of talented team members — with a specific focus on women in the industry.
Executive Vice-President, Advisory Network and Industry Affairs, Canada Life
Sales Leader, Individual Insurance Sales, Life and Living Benefits, Manulife
Nic Pascoe creates sales ideas and helps design marketing plans and strategies tailored to his clients’ individual needs. He helps Manulife’s distribution partners grow their insurance sales and build a strong relationship between their firms and Manulife. He joined Manulife in 2003 and has held various posts in dealer relations, internal wholesaler roles for life and wealth management sales teams and an external wholesaler position on the insurance sales team. Pascoe has learned how advisors and distribution partners like to be supported in the life and wealth management aspects of their business. He is an Economics graduate from Wilfrid Laurier University.
Managing Principal and Co-Lead, Insurance Practice – Canada, Capco
Assistant Vice President and Executive Director, LIMRA and LOMA Canada
Senior Vice President and Head of Insurance and Annuities – U.S. and Canada, LIMRA and LOMA
Executive Vice-President, Advisory Network and Industry Affairs, Canada Life
Managing Principal and Co-Lead, Insurance Practice – Canada, Capco
Director, Sales – Canada, Broadridge
Chief Digital Officer, Broadridge
The COVID-19 pandemic has altered most companies’ digital strategies, and almost all are planning to expand their use of APIs to connect with more external stakeholders and exchange additional types of data. As they undertake a digital transformation, many are still navigating fragmented legacy IT ecosystems, siloed data and disjointed processes. Leading companies are realizing the benefits and opportunities fueled by open platforms. These API-driven platforms break monolithic capabilities into individual services, unlocking flexible features that historically have been difficult to access and implement. Krugman and Jones will explain how to accelerate your digital transformation and reimagine the customer experience with the use of open platforms. Learn how to enable personalized policyholder experiences that can be deployed quickly, and leverage existing technology investments while developing a practical roadmap to support your digital initiatives.
Assistant Vice President and Executive Director, LIMRA and LOMA Canada
Senior Vice-President, Strategic Digital Automation Solutions, FastTrack
Vice-President, Insurance Solutions – Canada, Equisoft
Head of Wealth Sales, Wealth and Asset Management, Canada, Manulife
Sales Leader, Individual Insurance Sales, Life and Living Benefits, Manulife
During this global pandemic, how do you overcome investor challenges, including swinging from panic to overconfidence? Manulife’s Catherine Milum, Head of Wealth Sales and Nic Pascoe, Sales Leader, Individual Insurance Sales will use behavorial insights to shed light on the psychological biases impacting consumer financial decision-making at this time. They will describe perceptions on seeking and following financial advice, the value of relationships and trust, the benefits of working with an advisor and the likelihood of working with an advisor in the future, as well as provide actionable recommendations grounded in the science of decision-making.
Register by April 19, 2021
LIMRA/LOMA Member: CD$310 + HST
Non-member: CD$470 + HST
Register after April 19, 2021
LIMRA/LOMA Member: CD$415 + HST
Non-member: CD$625 + HST
Refund Policy
All cancellations and refund requests must be received in writing. These requests carry a CD$125.00 administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, LOMA will refund the total registration fee. However, LOMA will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted in writing to meetings@loma.org.
