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Education Session Schedule

Let’s Talk Insurance, Connection, and Real-World Learning— specifically designed with your role in mind!

DAY ONE is all about Broker Principals and Management. This day is all about stepping out of the day-to-day and looking at the bigger picture. We’ll dive into the challenges (and opportunities) facing brokerages today—think leadership, strategy, compliance, and how to keep your business future-ready. It’s also a great chance to connect with other leaders, share ideas, and get a fresh perspective.

DAY TWO is built for Frontline Staff and Brokers new to the industry. Expect hands-on, practical sessions packed with tools, tips, and real-world advice to help you thrive in your role and build your confidence.

Whether you're leading a team, just getting started, or anywhere in between, this two-day event is your chance to learn, connect, and get inspired. Come along, pick up some fresh ideas, and walk away ready to tackle whatever comes next in your insurance career!

Wednesday October 8, 2025

9:45am -10:45 am

Jess Chapman

E3 Consulting

Jess Chapman

The Human Advantage: Standing Out in an AI-Driven Future

This session helps participants identify their unique human strengths and shows how to blend technology with emotional intelligence, trust-building, and nuanced client care.

Learning Objectives:

  • Recognize the core human capabilities that AI cannot replicate.
  • Apply practical strategies to integrate human touchpoints with technology.
  • Adopt a growth mindset and develop adaptability for future-readiness.
  • Define actions that reinforce the value of human connection in client interactions.
11:00am – 11:45am

Economical Insurance

Mark Prosser

Economical

Risk Control – A General Overview
Lunch Break
1:30pm – 2:15pm

OPEN – Presenter to be finalized
2:30pm – 3:15pm

Ben Isotta-Riches

AVIVA Canada

Ben Isotta-Riches
Chief Distribution Officer for Aviva Canada

Aviva

Jamie Lee
Head of Fraud and Financial Crime

  

Fraud Awareness - focusing on fraud awareness, what to look for and tips for handling.
3:30pm – 4:15pm

OPEN – Presenter to be finalized

Thursday October 9, 2025

9:30am -10:15 am

Pierre Boudreau

CAA Insurance Company

Pierre Boudreau
Director Marketing at CAA Insurance Company

CAA

Social Media Strategies for the Modern Insurance Marketer

In today’s fast-evolving digital landscape, insurance marketers are balancing traditional outreach with the growing influence of social media. This session explores how to effectively use social platforms to attract and engage prospects in the insurance space.

We’ll cover:

  • Which social media platforms are most effective for lead generation.
  • What types of content—humorous, educational, or personal—capture attention and drive engagement.
  • The impact of individual broker self-promotion versus brokerage-wide advertising.

This session is designed to provide practical insights to help marketers refine their strategies and connect more meaningfully with today’s insurance consumer
10:30am – 11:15am

Travelers Canada

Property Claims and Catastrophic Events

Travelers
11:00am – 1:00pm Trade Show
1:00pm - 2:30pm Broker Panel
2:45pm – 3:30pm

OPEN – Presenter to be finalized
3:45pm – 4:30pm

OPEN – Presenter to be finalized