Read the Annual Report. - Insurance Institute of Canada

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2014/2015
Insurance Institute
of British Columbia
Annual Report
Insurance Institute of BC
Governing Council 2014-2015
Mark Francis, FCIP, ACS
President
Jennifer Perry, CHRP, CPM 1st Vice President, Academic Division
Kerry McLaughlin, CIP, ACS
2nd Vice President, Professional Division
Manjit Biring, MBA, FCIP Secretary/Treasurer
Jan Brownridge, BA Hons, FCIP, CRM Past President
Wayne Coates, BA, CIP President, Vancouver Island Chapter
Debra Copeland, BA, FCIP Chair, Marketing & Communications
Sharon Knotts, CBA, FCIP Chair, Future Directions
Lianne Crawford, CTDP, CIP
Chair, Seminars
Sharon Craver, BAA, CIP, CRM
Chair, Education
Sarah Tung, Bcom, FCIP, CRM Chair, Events
Terry Leibel, CIP, CAIB Chair, Okanagan
Staff
Danielle Bolduc, BComm, CIP
Manager
Winnie Hon, DipT
Seminars & Events Coordinator
Christine Chan, BA
Education Coordinator
Donna Salahor, CIP
Marketing Coordinator,Vancouver Island
Claire Hurl, BA
Education Administrator
Sandra Enriquez, BA (Hons)
Administrative Assistant
Sixty-Ninth Annual Report
Table of Contents
President’s Report.............................................................. 2
Report of the Academic Division...................................... 4
Report of the Professional Division.................................. 8
Vancouver Island Chapter Report................................... 12
Award Winners................................................................ 14
Graduating Fellows.......................................................... 16
Graduating Chartered Insurance Professionals............... 17
Seminar Report................................................................ 22
CIP Society Report.......................................................... 23
Student Enrollment.......................................................... 24
Minutes of the 2015 AGM............................................... 26
Financial Statements........................................................ 30
Instructors 2014-2015...................................................... 41
Past Presidents................................................................. 42
Foundation Fellows & Associates.................................... 44
Honourary Life Members................................................ 44
Donors 2014-2015........................................................... 45
Convocation Sponsors..................................................... 45
1
2014 -2015 President’s Report
Good afternoon and welcome to the Insurance
Institute of B.C.’s Annual General Meeting,
your support and presence today is greatly
appreciated.
Reflecting back on the past year, I am proud
of the work of this executive and council, as
we worked very well together accomplishing
and delivering on the items within individual
mandates. As a result of this hard work the membership of the
IIBC grew from 4501 members to 4591, an increase of over 2%.
This is the first time that the Insurance Institute of B.C. has
exceeded Quebec’s membership number to become number two
in Canada, only trailing Ontario. Well done everyone!
You have heard the reports of our Vice Presidents, outlining the
highlights and success of the various Committees, led by an
exceptionally capable group of individuals.
In addition to the great outcomes Jennifer and Kerry have
reported, I would like to take a few minutes to touch and report on
the IIC AGM and Western Regional meetings I had the privilege
of attending.
In October, I attended the Insurance Institute of Canada’s AGM
in Winnipeg with Glenda Ouellette, BA, MBA, FCIP, Vice
Chair IIC Western Region, Jennifer Perry, CHRP CPM, and
Wayne Coates, BA, CIP. This event is a great opportunity for
us to exchange ideas with others from Insurance Institutes across
Canada and of course, partake in social activities that bring
everyone together and helps create some camaraderie amongst the
group. It was very informative and we heard about:
• The computer based exam initiative
On April 13th and 14th of this year, Glenda, Jennifer, Wayne and
I attended the Western Regional Meeting also in Winnipeg. You
can imagine my excitement at the prospect of being able to attend
back to back meetings in Winnipeg!
However, it did present an opportunity to hear about the strong
work of the other Western Institutes, and reconnect with those
colleagues. Clearly, all the Western Institutes are having great
financial results and we came away with an idea for a new approach
to seminars – the Boardroom Seminar approach developed by
Southern Alberta, which we have incorporated into our toolkit.
So, another busy year for the Institute has come to an end. I’d
like to take this opportunity to thank Danielle Bolduc for her
support and dedication throughout the year as well as the other
members of the Insurance Institute team Winnie Hon, Claire
Hurl, Sandra Enriquez and Donna Salahor.
The Executive and Council have been great to work with and bring
a wealth of experience and enthusiasm to our meetings, and their
individual roles. This team, along with Danielle and her team,
and all of the other volunteers are the reason for our success and I
know I am leaving this role as President, to a woman of amazing
talent and energy and whom I deeply respect – Jennifer Perry.
Being President of the Insurance Institute of BC has been a
privilege and very rewarding experience that I will never forget.
I believe it will also make me more effective in my day job, with
ICBC…although several times this year I did hear the phrase,
“don’t quit your day job”! Thanks again to all the volunteers and
staff that continue to contribute in making this Institute a success.
Respectfully submitted,
Mark Francis, FCIP, ACS
President, Insurance Institute of BC
• Two new products – the Risk Management Certificate program
and the Advanced CIP Program
• The mobile portal application development, and
• The new mentoring initiative
2
3
Report of the Academic Division
Education
I would like to take this opportunity to thank everyone here
today for showing your support of the Insurance Institute of BC.
I know you all have busy schedules and your attendance is much
appreciated. It also provides me with the opportunity to recognize
and thank Danielle Bolduc, BComm, CIP, office manager, who
works hard and takes care of all the details to make sure the
IIBC runs successfully. So, thank you Danielle, and to your ever
changing team, Winnie Hon, Claire Hurl, Sandra Enriquez
and Donna Salahor.
Sharon Craver, BAA, CIP, CRM, of ICBC chaired our Education
Committee and had a busy and successful year.
Our 2014 winner of the prestigious Instructor of the Year Award
was Terri Johnson.
For Education Week, we offered our free Study Skills seminar
and had a daily trivia contest on the website.
The committee coordinated two fantastic professional half day
sessions for our instructors. The winter event was a Chinese New
Year theme which was a big hit! The topics keep getting better
and better – well worth the time to attend.
Also, a big thank you to Mark Francis, FCIP, ACS, for his great
job as President this year, as well as our Executive and Council.
Mark has a lot of responsibility and travel, not to mention change
at ICBC, and was still able to excel in his commitment, dedication,
attendance and participation in our many meetings and events.
Okanagan Committee
Our Thompson-Okanagan Committee was chaired by Terry
Leibel, CIP, CAIB, of Capri Insurance Services for the first time.
Terry totally and completely excelled in her role!
Course Registrations
No seminar was in held in Kelowna in 2014 -2015.
We’ve seen an increase in ICBC students this year: 236 in 2014
compared to 283 in 2015. Thanks to Glenda Ouellette, BA, MBA,
FCIP, Vice Chair IIC Western Region, and Kerry McLaughlin,
CIP, ACS, Vice President, Professional Division, IIBC, as well as
Mark Francis and others at ICBC for their positive steps to make
this happen.
The Thompson-Okanagan Committee held their 1st Boat Cruise
with 67 attendees which replaced the Golf Tournament. The event
was a huge success and will be done again this year. There’s
potentially interest in both golf and a cruise event in this region.
We continue to offer CIP classes in various formats: fast track,
evening and full virtual in various locations: Vancouver, New
Westminster, Surrey, Langley, North Vancouver, Victoria and
Nanaimo.
On the GIE licensing program front – we exceeded our Home
Study licensing course registration target by 17%, but we were shy
of our target of 300 by only 4%. In 2013 / 2014, we introduced a
virtual licensing class which we thought would be very helpful to
our out-of-town students whom in the past only had the home study
option. We ended up cancelling the class due to low registration.
We continue to offer the GIE licensing course in Vancouver, New
Westminster, Victoria and now in Nanaimo, and as a home study
program. We did cancel our spring course at Langara College as
we didn’t have an instructor available to teach.
4
Due to a low number of graduates, we did not hold a Convocation
Luncheon this past year in Kelowna. We did invite the graduates
to attend the Vancouver convocation so they don’t miss out on
the great event entirely. As they did not attend the Vancouver
ceremony, Terry presented their certificates at their individual
offices.
There was a networking cocktail event that brought out 58
attendees.
Marketing and Communications
Debra Copeland, BA, FCIP, of Intact chaired our Marketing
and Communications Committee again this year and did another
fantastic job!
This March, we sent out our annual mailing to 82 CAIB BC
graduates. The mail out included a congratulatory letter, a CIP
syllabus, a credit transfer form and a broker specific brochure.
5
We noticed that this year there were approximately 30 less CAIB
grads than last year.
• In March, advertised at Vancouver airport baggage carousels at
the domestic terminal targeting spring-break travelers.
We continue to advertise and promote the designation and the
brand.
Transit Advertising (2 month campaign – Feb / March):
• 4 posters at the Seabus terminals (highly use by ICBC
employees)
• 10 Skytrain platform posters
• 1 West Coast Express downtown platform
• 40 posters in the Canada line interiors (train that goes from
downtown to the airport)
• 100 posters in bus interiors on the busiest route.
Magazine / newspaper ads:
• Full page CIP ad in Business in Vancouver, next to the list of
top Brokers in BC
• Full page CIP ad in BC Business magazine
• Full page Graduate ad in the Vancouver Sun newspaper
• Full page Graduate ad in the Province newspaper (free bonus
this year)
• Digital CIP ad on the Vancouver Sun digital paper
• Full page CIP ad in Business in Vancouver magazine “Book of
Lists”
• Full page CIP ad in Western Living magazine
• The Right Course magazine – full page Academic ad and free
listing of our designation and professional association.
Broker focused:
• In May, IIBC tried a new advertising initiative and advertised
on Pedicabs in downtown Victoria during the Brokers’
Convention.
• In October, Bronze sponsorship of the Salute dinner (Insurance
industry event).
• Full page Graduate ad in the BC Broker magazine and free
editorial page with pictures.
• In February, full page ad in the Education Issue of BC Broker
magazine promoting our CIP courses.
• Ad on the cover of the BC Insurance Directory
Vancouver Airport ads:
• In April, advertised at Vancouver airport baggage carousels
at the domestic & international terminals targeting Easter
travelers.
•In December, advertised at Vancouver airport baggage
carousels at the international terminal targeting Christmas
travelers.
6
Conclusion
This past year proved once again to be a busy year with many
activities. I appreciated the opportunity to attend IIC’s 61st Annual
AGM held in Winnipeg with Mark Francis, Wayne Coates and
Glenda Ouellette. As always it was well-attended and allowed us
to hear about new ideas and take part in informative discussions.
Additionally, I was able to attend the Western Regional Meeting
with Mark Francis and Wayne Coates, also in Winnipeg, sharing
ideas and success stories with the other Western Institutes.
Peter Hohman commended the work and efforts from our
Institutes, and noted the strong financial position of the IIBC
and its contribution to the sound financial health of the IIC, as
well as the many important initiatives to keep us current with
our membership and the industry. It also gave us an opportunity
to spend time with Margaret Wasserman, the Director of the
Western and Atlantic Regions for IIC. Margaret has brought to
IIC a wealth of knowledge and we look forward to continuing
working with her and our local team led by Danielle Bolduc.
Respectfully Submitted,
Jennifer Perry, CHRP, CPM
1st Vice President, Academic Division
7
Report of the Professional Division
I would like to take this opportunity to thank everyone here today
for showing your support of the Insurance Institute of BC. I would
also like to take this opportunity to recognize and thank Danielle
Bolduc, BComm, CIP, our office manager, along with her office
staff. As Jennifer mentioned, Danielle has done a wonderful job
managing the office while managing a significant turn over in her
staff. Great job as usual Danielle.
a different local winery. Our wine sponsor this year was Mutual
Fire and each year our sponsor hosts a wine tasting station, plus
they sponsor the wine served with dinner. We also have prize
sponsors who contribute to the cost of the wine given to every
attendee to take home instead of the typical golf prizes.
Convocation
Congratulations to Mark Francis, FCIP, ACS, for his great work
as President this past year. Mark has done a fantastic job leading
the Executive and Council and it has been a privilege to participate
on Council with him. Mark represented the IIBC at a number of
events this year and even added an extra trip to Winnipeg for the
Western AGM to fill in for me. Thanks again Mark.
The Vancouver Convocation & Awards Luncheon 2014 was
held on November 20, 2014, at the Pan Pacific Hotel. This was
a brand new venue and it turned out to be a great event. We had
417 attendees, 115 CIP Grads and 24 FCIP Grads. This event
represents the accomplishments of not only the students, but the
family and employer support that’s needed to successfully achieve
the designations. Everyone takes great pride in arranging and
participating in this event, as it is the centrepiece for the education
programs delivered by the Institute.
Events Committee
Wine Tasting Event
The Events Committee was chaired this year by Sarah Tung,
BComm, FCIP, CRM, of Intact Insurance. This was Sarah’s first
year as Chair and she did a great job. We had a number of very
successful events this past year.
This year we hosted 2 wine tasting networking events (one in
fall and one in winter) and both events sold out in 1 week. These
events are always a hit.
Battle of the Bands
The 6th Annual Battle of the Insurance Bands, CIP Charity event,
was held on March 5th, at The Blarney Stone in Gastown. This
was the first time the event has been held at this location. The
event sold out and was a huge success. We had a total of 304
attendees. Attendance was up by 20% over last year. Thanks
to our bands, volunteers, guests, sponsors and 50/50 draw, we
raised $5400 for four local charities: Covenant House, Downtown
Eastside Woman’s Centre, Greater Vancouver Food Bank Society
and BC SPCA.
CIP Society Golf Tournament
The 12th Annual CIP Society Golf Tournament was held at
Hazelmere Golf Course on June 5th.
Once again, our Vancouver Golf tournament sold out. We had a
total of 154 in attendance. We continue to offer the wine theme
that is highly regarded by our attendees. Every year we feature
8
Future Directions
The Future Directions Committee was chaired this year by
Sharon Knotts, CBA, FCIP, The Guarantee Company of North
America, and co-chaired by Carlos Caceres, BA, CIP, Gore
Mutual Insurance.
This year the Committee focused on the broker strategy to
increase our membership within the broker community.
The project included:
• Determining the size of the broker market and level of
penetration by IIBC
• Reviewing the current activities of IIC and IIBC
• Comparing the services offered by IIBC and the Insurance
Brokers Association of BC (IBABC) and assessing the relative
strengths and weaknesses of the organizations
•Interviewing representative brokers to determine their
educational needs and level of satisfaction with IIBC services
9
• Identifying and analyzing potential strategies and marketing
tactics for IIBC
The committee concluded that the Institutes’ current marketing
approach to brokers is basically appropriate for maintaining
its current share of the broker market. It seems to work well in
reaching employees of organizations with IIBC members and
a tradition of supporting Institute programs and membership –
primarily companies, adjusters and major brokers. The strategy
can be less effective in reaching the majority of brokers whose
educational needs are substantially met by IBABC and company
programs, but who know little or nothing about the scope and
value of the Institutes’ programs.
Three strategic recommendations resulted from the project:
1. To continue to regard IBABC as a respected competitor and
not as a potential partner.
2. To continue and enhance the present approach of directly
marketing the Institutes’ programs to individual brokers as a
superior resource for licensing and continuing education, and
professional growth—making maximum use of the existing
membership network.
3. To explore the cost and benefits of strategies for capturing a
significantly expanded share of the broker market.
attendees) and Course of Construction (70 attendees).
Volunteer Acknowledgement
The accomplishments of the Professional Division are the result of
many dedicated, hard-working and committed volunteers. We’ve
been so fortunate to have Chairs & Co-Chairs with tremendous
leadership abilities. We truly value what our volunteers do for the
IIBC and for our members year-after-year.
As a thank you to all of our Council & Committee volunteers,
we hosted our 6th Annual Volunteer Appreciation lunch for
the Executive, Council Chairs and committee members at
Steamworks. This was a well-attended event as it always is.
On a final note, I’d like to once again thank the IIBC staff for all
they do from the office to support our members and our volunteers.
Each of these women is truly amazing and very much part of the
success of our local Institute.
2nd Vice President, Professional Division
Seminars
The seminars committee was chaired this year by Lianne
Crawford, CTDP, CIP, HUB International Insurance Brokers.
This Committee continues year-over-year to produce amazing
results. They organized some great seminars for our members and
are well into planning for the upcoming year.
This past year included:
• Academic Seminars – 7 (target of 8) – 286 attendees with an
average of 41 attendees per seminar
• CIP Society Seminars – 10 (target of 8) – 479 attendees with an
average of 48 attendees per seminar
Our seminar attendance increased by 5% over last year. Our top 3
seminars were Commercial General Liability: Back to the Basics
(77 attendees), Earthquakes in Canada: The Risk Realities (76
10
11
Vancouver Island Chapter
President’s Report
at the Victoria Golf Club. We recognized 9 CIP graduates. In addition
to the CIP diplomas there were also 4 awards handed out. Each and
every one of our graduates should be very proud of their achievement.
Congratulations to all of you.
The Vancouver Island Chapter of the Insurance Institute of BC continues
to maintain our membership presence with 600 members. Our strong
membership number ensures that our input on both the provincial and
national levels is heard.
During the past term, I had the opportunity to travel to Regina for
the IIC Western Regional meetings and to Winnipeg for the Board of
Governors and National AGM. I’ve come back with valuable insight
on how we compare to other chapters within the Insurance Institute of
Canada.
We have a strong team of council members on the Island. We could not
have offered the many seminars, events, and classes without each of the
committee members’ valuable time contribution. I feel very fortunate
to have had the opportunity to work with a great group of council and
committee members and develop friendships with each of you.
I’m pleased to report that we were able to successfully offer 6 seminars
during the 2014 -2015 term.
In lieu of holding a Volunteer Appreciation night in 2014, gift cards
were hand-delivered or mailed to 31 individuals who volunteered their
time to IIBC as proctors, instructors or committee members for the past
year. We truly appreciate all the support provided to IIBC, without it our
programs would not be the success that they are.
Our 8th Annual CIP Society Golf tournament was held on June 19, 2014,
at Olympic View Golf Club with 91 golfers and an extra 14 attendees for
the dinner. This event is always lots of fun. This is of course in large part
due to the generosity of all our sponsors who help make this a successful
event. We look forward to seeing you at the 9th Annual Golf tournament
which is being held on June 24, 2015, at Victoria’s Olympic View Golf
Course. We hope to see you on the Greens!
We hosted two cocktail events, one in Nanaimo at the Grand Hotel on
September 18, 2014, with 34 attendees, and the other in Victoria at the
Bard & Banker Pub on October 30, 2014, with 64 attendees. Those in
attendance enjoyed a fabulous appetizer buffet and networking with
others in the insurance industry.
On September 26, 2014, we held our 3rd Annual Past President’s event
at the Fireside Grill in Victoria. What an honour it was to have Barrie
Bate (President 1965-1966) and Dudley Blaschek (President 19661968) in attendance at this past year’s dinner. We hope to see them and
many more out to our 4th annual Past President’s dinner this fall.
I have been on the council for over six years and have enjoyed it each
year. I have made many new friends and learned more than I could have
possibly thought I would.
I am honoured to work with a great group of council members who
have volunteered their time, energy and expertise to plan each seminar,
event and CIP class. For the upcoming term we have some shuffling
amongst the Chair positions. I would like to take this opportunity to
give a heartfelt thanks to Tracy Malone for all the great work she has
done as our Events Chair. A role she took over in January 2013. Sylvia
Bernat will be taking over as Events Chair, thank you Sylvia. Melissa
Stedman will move from Seminar Chair to Secretary-Treasurer in
preparation of being our next President in 2 years’ time. Thank you
Melissa for all the work you put in the past 2 years as seminar chair. I
will be stepping back into the role as Seminar Chair.
Of course, a huge thank you to all of our committee members, and
to Donna Salahor, our Vancouver Island Marketing Coordinator, for
her help and guidance to our entire committee and in particular to me
throughout my time as President. I would like to thank the Vancouver
Executive Committee for their continuous support to the Vancouver
Island Chapter.
After enjoying my two-year term as President, I am looking forward
to my role as Past President for the 2015 – 2016 term. I know that Dale
Rogoza will do an outstanding job as our new President over the next
two years.
Respectfully Submitted,
Wayne Coates, BA, CIP
President, Vancouver Island Chapter
On November 21, 2014, we held our Annual Awards Dinner & Dance
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13
Award Winners
Insurance Institute of BC Awards
Fellow, Chartered Insurance Professional Awards
Chartered Insurance Professional Awards
The Knollys Shield Award
Top Student – Underwriting Major
Leonard J. DeVito Memorial
Gold Medal Award
Rachel Cheong
CMW Insurance Services
Malcolm C. Simpson Memorial Sneha Naik
Silver Medal Award Northbridge Insurance
Bronze Medal Award
Sheetal Lakhan
Northbridge Insurance
Fellow, Chartered Insurance Professional Awards
Norman Bortnick Memorial
Gold Medal Award
Louisa Cheung
Gore Mutual Insurance
Silver Medal Award
Anne Sundstrom
Robert Yates Memorial
Bronze Medal Award
Annie Leong
Ecclesiastical Insurance
Crystal Stroeder
Wawanesa Mutual Insurance
The Colin Atkinson
Bing Xia
Memorial Award
Runner Up – Underwriting Major
The James Richardson Award Louisa Cheung
Top Student – Gore Mutual Insurance
Management Major
The Insurance Bureau of
Annie Leong
Canada Award Ecclesiastical Insurance
Runner Up – Management Major
New Track Fellowship
Program Award
Top First Year Student
Suzanne Armour
Province of BC Risk
Management Branch
Special BC Awards
CIP Instructor of the Year Terri Johnson, BGS, FCIP
Insurance Institute of Canada Awards
Chartered Insurance Professional Awards
The Ralph Sketz Prize
Gold Prize Winner –
Top Student
Rachel Cheong
Independent Broker Prize
Top Graduate –
Independent Broker
Rachel Cheong
David C. Skingsley
Memorial Award —
BC Volunteer of
Distinction Graham Haigh, BA, FCIP, CAIB
The Honourable Order of the Sneha Naik
Blue Goose International Prize Northbridge Insurance
3rd Runner Up
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15
Fellow, Chartered Insurance Professional
Graduates
Pari Abbassi
Cecilia Do
Mimi S. Eng
Karin Evans
Jennifer Lehman
Jane Low
Ena Buu Y. Ly
Jennifer Ju Ou
Lori Pade
David Predeaux
Jacqueline Sutton
Rosanne M. Thachuk
Sasha Todorovic
Bing Xia
Management
Beacon Underwriting
Risk Management
ICBC
Management
ICBC
Risk Management
Aon Reed Stenhouse
Management
Peter F. Pook Ins. Agencies
Risk Management
Canadian Direct Insurance
Management
Risk Management
Underwriting
Westland Insurance Group Ltd.
Risk Management
ICBC
Risk Management
Management
CNS
Risk Management
Federated Insurance
Underwriting
HONOURS GRADUATES
Yana Bogusinski
Risk Management
Crawford & Company (Canada)
Louisa Cheung
Management
16
Annie Leong
Greg Leong
Tara MacDougall
Natasha Silen
Crystal M. Stroeder
Anne Sundstrom
Xue Hong (Irene) Wu
Management
Ecclesiastical Insurance Office PLC
Management
Economical Claims/Family Insurance
Management
The Co-operators
Risk Management
Marsh Canada Ltd.
Underwriting
Risk Management
Risk Management
Fellow, Chartered Insurance Professional
New Track Graduate
Leslie Young
—
Intact Insurance
Chartered Insurance Professional
Graduates
Alfonso G. Abraham
—
Abel AlemBCAA
Jessica Anderson
Metrix Professional Insurance Bkrs
Tracey Arnold
Fortis BC Inc.
Jason Au
Shelly A. BeagleICBC
Athina Beemish
Carolyn Bigelow
Coastal Community Ins. Svc. (2007)
Marvin BjornsonICBC
17
Courtney Anne Elise BlairICBC
Peter Brach
—
Leah Brambleby
Can-Sure Underwriting
Arles Christian BuizaCNS
Theresa Cabano
Aviva Canada Inc.
Crystal A. Cameron
Aon Reed Stenhouse
Melissa Cander
HUB International Insurance Bkrs
Michael Caron
Stephen Carr
Aviva Canada Inc.
Rhys CarterRSA
Shannon CastelICBC
Pedro A. Catalan
Intercon Insurance Services
Tyler Tai Leung Chan Barnescraig & Associates
Chris ChangCNS
Aimei ChengCNS
Vivien Cheung
Intact Insurance
Susan ChinICBC
Cheryl Heng Pei Chou World Insurance Services Ltd.
Audrey Chow
Zurich Canada
Miguel Churchill BrowneICBC
Lindsay ChuteICBC
Aaron ColeyICBC
Melanie Davies
Vancouver Island InsuranceCentres
Spencer Denton
Jardine Lloyd Thompson Canada
Thomas Martin Dickens Zurich Canada
Shannon DuffyCNS
Dara-Lee Duncan
BFL CANADA Insurance Services
Jamie EckertCNS
Angie ElhalhuliICBC
Anthony Esposito
Edward Fitch
CNS Insurance Company
John Fitzgerald
Sherri GerakICBC
Aman Ghaug
TSN Insurance Services
18
Sheila Gill
Willis Canada Inc.
Jessica L. Gojevic
Chari GrantICBC
Jo Ann Guerrero
Heather Hansen
Westland Insurance Group
Jacqueline Dyane Harper Envision Insurance Services
Delwen HarrisICBC
Sarah HawkICBC
Tiffany Erin Hon
Intact Insurance
Michelle Stephenson
Aviva Canada Inc.
Geri JacksonICBC
Barbara Johnson
Christie-Phoenix (Victoria) Ltd.
Graeme Jones
Cunningham Lindsay
Christina Jones
Coast Capital Insurance Services Ltd.
Josipa Katinic
Manpreet Kaur
Insure BC
Timothy Koh
Economical Insurance
Sara Krzywicki
Riana Laakmann
Intact Insurance
Dino LaurelICBC
Connie Leung
Lauren Leupen Irvine
Island Heritage Ins. Co. Ltd.
Kelly Lewis-FearsClaimsPro
Emily Li
—
Mai Lien
Aon Risk Solutions
Lilibeth Lin
Metrotown Dason Insurance Services
Rinawati Liu
Braden Lively
Jardine Lloyd Thompson Canada
Linda Lockyer
Intact Insurance
Gelareh Matheson
Lira McCormackICBC
Melissa McKenzie
Intact Insurance
Rob McLeod
Metrix Professional Insurance Bkrs
Emma Megson
Megson FitzPatrick Ins. Services
19
Adam Mills
Kailyn MisewichCNS
Leann Mitchell
Aviva Canada Inc.
Elizabeth Murray
Intact Insurance
Dawn Ormond
Intact Insurance
Joshua ParkICBC
Kathy ParslowICBC
Tara PassmoreICBC
Andrea Alejandra Portugal Aon Reed Stenhouse
Sa’ul Powell
Intact Insurance
Cynthia Prasad
Mardon Insurance Brokers
Hui Qiu
Livleen Rai
Norm RidleyICBC
David RustICBC
Mervin Schneidmiller Inspect Right Property Inspection
Lalitha Sharma
Marsh Canada Ltd.
Adam ShauntzICBC
William Slade
Julia Steeves
Kastelein Stout Insurance Agencies
Peter Stein
Clare Mairead Stewart Mutual Fire Insurance
Pamela Stewart
Aviva Canada Inc.
Alexander Stonkus
CNA Canada
Susan SuhICBC
Kelly Tam
Sovereign General Insurance
Daria Ugandeeva
Ian UrquhartICBC
Brooke ValleICBC
Keely Ann Vestergaard
The Magnes Group Inc.
Brittany Vickers
GNK Insurance
Clarisa Wang
The Co-operators
Philip Jiong Gang Wang Central Agencies Ltd.
Andrew WarkentinICBC
20
Judy Wen
Shannon Williams
Stephen Wolfe
Kim Wong
Yu Cong (Lily) Xin
Stephanie Yuen Lan Yau
Shekib Yousofi
Richmond Yu
Cynthia Yuan
Fiona Yung
Jacqueline Q. Zhang
Amanda Zhou
Penn Insurance Agency Ltd.
Aldergrove Insurance
Aon Reed Stenhouse
HUB International TOS Ins. Services
University Insurance Brokers
Aviva Canada Inc.
—
Intact Insurance
Zurich Canada
HONOURS GRADUATES
Rachel Cheong
Sheetal Lakhan
Sneha Naik
Kaili SmithICBC
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Seminar Report
CIP Society Report
Vancouver
SEMINAR TITLE
DATE
ATTENDANCE
Course of Construction
Old Home Electrical Fire
Surety
Green Building
Product Liability
CGL
April 23, 2014
May 22, 2014
May 27, 2014
September 17, 2014
October 16, 2014
March 25, 2015
70
29
19
18
40
76
Vancouver Island
SEMINAR TITLE
DATE
ATTENDANCE
Motor Truck Cargo – Victoria
Fire Investigation – Nanaimo
Water Damage Mitigation –
Victoria
Earthquake – Victoria
Fire Investigation – Victoria
May 28, 2014
September 18, 2014
November 19, 2014
18
15
23
January 29, 2015
February 24, 2015
33
16
New Westminster
SEMINAR TITLE
DATE
Win/Win Negotiation
May 7, 2014
ATTENDANCE
32
Free Education Week Seminars
SEMINAR TITLE
DATE
Study Skills – Victoria
Study Skills Webinar
February 24, 2015
February 26, 2015
22
ATTENDANCE
8
32
CIP ProEdge Seminars
Vancouver
SEMINAR TITLE
DATE
ATTENDANCE
Earthquake
April 19, 2014
Cyber Liability
April 29, 2014
Top Cases & Industrial DevelopmentsSeptember 9, 2014
Condos & Coop – Legal Issues
September 11, 2014
Extreme Wildfires
October 22, 2014
Understanding Hoarders &
February 4, 2015
Managing Their Claims
Reefer Madness (Illegal &
February 24, 2015
Legal Grow-Ops)
76
63
41
63
15
56
59
Vancouver Island
SEMINAR TITLE
DATE
ATTENDANCE
Business Interruption – Victoria
October 15, 2014
30
Webinar (Online Seminar)
SEMINAR TITLE
DATE
ATTENDANCE
Excess & Primary Liability Insurers May 21, 2014
Liquor Host Liability Law
November 6, 2014
Cyber Liability
February 12, 2015
24
24
40
CIP Events
EVENT
DATEATTENDANCE
Golf Tournament – Vancouver
Golf Tournament – Victoria
Boat Cruise – Kelowna
Cocktail Event – Nanaimo
Wine Tasting – Vancouver
Cocktail Event – Victoria
Cocktail Event – Kelowna
Wine Tasting – Vancouver
Battle of the Insurance Bands
June 6, 2014
June 19, 2014
July 11, 2014
September 18, 2014
September 25, 2014
October 30, 2014
January 22, 2015
January 22, 2015
March 5, 2015
154
95
67
34
52
70
58
65
304
23
Student Enrollment
CIP Program
In-Class
2014 - 2015
2013 - 2014
2012 - 2013
Lower Mainland
Evening classes
Downtown Vancouver
400
414
464
Surrey
37 5269
North Vancouver
16
25
0
Langley
24 3017
New Westminster/Burnaby 0
6
6
Fast Track classes 345 376325
(various locations)
In-House classes 11 00
(various locations)
Total Lower Mainland
833
903881
Vancouver Island
Victoria
43 3423
Duncan/Nanaimo 5 116
Total Vancouver Island48 45
29
Kelowna
0 50
Total In-Class
881
953
910
Online Class
204
148
239
Total IIBC Classes
1085
1101
1149
Distance Learning
830 752686
Total CIP Enrollment
1915
1853
1835
General Insurance Essentials Program
Level 1 Brokers’/Adjusters’ Licensing Program (GIE)
2014 - 2015
2013 - 2014
2012 - 2013
In-Class (Vancouver & 149 166155
Victoria)
Virtual
0 140
Home Study
140
132
123
Total
289
320
278
24
25
Minutes of the
2015 Annual General Meeting
Committee, the Okanagan Committee, and the Marketing and Communications
Committee. Graham Haigh moved for the acceptance of the report, seconded
by Hank Stevens.
Motion carried.
Thursday, June 25, 2015
Professional Division Report
The Insurance Institute of BC
1110 - 800 West Pender
Vancouver, BC
A quorum being present, the President, Mark Francis, called the meeting to
order at 4:03 pm. Those in attendance were:
Executive and Staff
President
1st Vice President
2nd Vice President
Past President
Vancouver Island President
Manager
Seminar & Events Coordinator
Education Coordinator
Other Members of IIBC
Barrie Bate
Pierre Chavigny
Sharon Craver
Lianne Crawford
John Dickinson
Graham Haigh
Sharon Knotts
Kelly Krakonchuk
Terry Leibel
Hugh Lindsay
Phil Neame
Glenda Ouellette
Mark Francis
Jennifer Perry
Kerry McLaughlin
Jan Brownridge
Dale Rogoza
Danielle Bolduc
Winnnie Hon
Sandra Enriquez
David Sheppard
Shaun Sinclair
Hank Stevens
Ian Thompson
Sarah Tung
Notice of Meeting
Proof of Notice of the Annual General Meeting e-mailed to all Members on
May 21, 2015, was read by the Past President, Jan Brownridge, on behalf of the
Secretary-Treasurer, Manjit Biring.
Report on Quorum
Jan Brownridge, on behalf of the Secretary-Treasurer confirmed that the
quorum had been met as required by the Bylaws.
Minutes
Kerry McLaughlin, 2nd Vice President, presented the Report of the Professional
Division. This report included information on the activities of the Events
Committee, Seminar Committee and Future Directions Committee. Glenda
Ouellette moved for the acceptance of the report, seconded by Sharon Knotts.
Motion carried.
Vancouver Island Chapter Report
The newly elected President of the Vancouver Island Chapter, Dale Rogoza,
presented the President’s report of the Vancouver Island Chapter which was
presented at their AGM on June 11, 2015. Pierre Chavigny moved the acceptance
of the report, seconded by Sharon Craver.
Motion carried.
President’s Report
Mark Francis, President, submitted his report on the year’s activities. Glenda
Ouellette moved the acceptance of the report, seconded by John Dickinson.
Motion carried.
Financial Report
Jan Brownridge on behalf of Manjit Biring, Secretary-Treasurer, presented the
Financial Report including the financial statements submitted by the auditors.
Jan Brownridge moved the acceptance of the report, seconded by Graham
Haigh.
Motion carried.
Approval of Acts of Directors
It was moved by Jan Brownridge, on behalf of the Secretary-Treasurer, that:
All acts, contracts, bylaws, proceedings, appointments, elections, and
payments enacted, made, done or taken by the Governing Council,
Officers and committees of this Institute since the date of the last annual
meeting be hereby approved and confirmed.
The minutes of the 2014 Annual General Meeting were circulated to the
membership. John Dickinson, seconded by Shaun Sinclair, moved adoption of
the minutes.
Seconded by Hank Stevens.
Motion carried.
Motion carried.
Academic Division Report
Jennifer Perry, 1st Vice President, presented the Report of the Academic
Division. This report included information on the activities of the Education
26
27
Election of New Officers and Directors
Banking Resolution
In accordance with Article V, Section 5, Paragraph (a) of the Bylaws of The
Insurance Institute of British Columbia the following is a listing of proposed
Officers and Council Members for election at the next Annual Meeting:
Sharon Craver, Secretary-Treasurer, moved that:
Officers:
President: Jennifer Perry, CHRP, CPM
HUB International Insurance Brokers
1st Vice President: Jan Brownridge, BA Hons, FCIP, CRM
Munich Reinsurance Company of Canada
2nd Vice President: Manjit Biring, MBA, FCIP
HUB International Insurance Brokers
Secretary/Treasurer: Sharon Craver, BAA, CIP, CRM
Insurance Corporation of British Columbia
Past President: Mark Francis, FCIP, ACS
Council Members:
Lianne Crawford, CIP
Debra Copeland, BA, FCIP
Intact Insurance
Sharon Knotts, CBA, FCIP
The Guarantee
Kelly Krakonchuk, CIP
CNS
Terry Leibel, CIP, CAIB
Capri Insurance Services
Sarah Tung, BCom, FCIP, CRM
Intact Insurance
Duly elected President of the Vancouver Island Chapter of The Insurance
Institute of British Columbia
Representatives to the Governing Council
of the Insurance Institute of Canada:
Jennifer Perry, CHRP, CPM
Jan Brownridge, BA Hons, FCIP, CRM
Duly elected President of the Vancouver Island Chapter of the Insurance
Institute of British Columbia
Mark Francis, FCIP, ACS (Alternate)
The President, 1st Vice President, 2nd Vice President, SecretaryTreasurer, Past President, and Manager or any two of them be authorised
to sign cheques and that any one of them shall make deposits with the
bank and endorse cheques for deposit and receive all paid cheques and
other debit vouchers and give receipts thereof
and
that the Manager and any one other member of the Institute Staff sign
all cheques and other negotiable instruments given under the bank act
or other law authorising the giving of the same up to and including the
amount of $1,000.00, made, drawn, accepted, endorsed or executed in
the name of the Institute.
Seconded by Lianne Crawford.
Motion carried.
Other Business
There being no other business, the meeting was adjourned by Graham Haigh
at 4:55 pm.
Danielle Bolduc, BComm, CIP
on behalf of
Manjit Biring, MBA, FCIP
Secretary-Treasurer
The Report of the Nominating Committee was presented by Jan Brownridge,
Past President and Chair of the Nominating Committee. Hugh Lindsay moved
the acceptance of the report, seconded by Sharon Craver.
Motion carried.
Appointment of Auditors
The newly elected Secretary-Treasurer, Sharon Craver, moved that:
BDO Dunwoody LLP, Chartered Accounts & Consultants, be appointed
auditors for the ensuing year at a fee to be determined.
Seconded by Hugh Lindsay.
Motion carried.
28
29
IBDO
Tel: 905 270 7700
Fax: 905 270 7915
Toll-Free: 866 248 6660
www.bdo.ca
BDO Canada LLP
1 City Centre Drive, Suite 1700
Mississauga ON L5B 1M2 Canada
Independent Auditor's Report
To the Members of
Insurance Institute of British Columbia
We have audited the accompanying financial statements of the The Insurance Institute of British
Columbia ("the Institute") which comprise the balance sheet as at March 31, 2015 and the
statements of funds invested in capital assets, general fund, CIP society fund, revenue and
expenditures - general fund, revenue and expenditures - CIP society fund and cash flows for the
year then ended and a summary of significant accounting policies and other explanatory
information.
The Insurance Institute of
British Columbia
Financial Statements
Management's Responsibility for the Financial Statements
For the year ended March 31, 2015
Management is responsible for the preparation and fair presentation of these financial
statements in accordance with Canadian accounting standards for not-for-profit organizations,
and for such internal control as management determines is necessary to enable the preparation
of financial statements that are free from material misstatement, whether due to fraud or error.
Auditor's Responsibility
Contents
Independent Auditor's Report
312
Financial Statements
Balance Sheet
323
Statement of Funds Invested in Capital Assets
4
33
Statement of General Fund
4
33
Statement of GIP Society Fund
4
33
Statement of Revenue and Expenditures - General Fund
345
Statement of Revenue and Expenditures - CIP Society Fund
356
Statement of Cash Flows
367
Notes to Financial Statements
37
8 -11
Our responsibility is to express an opinion on these financial statements based on our audit. We
conducted our audit in accordance with Canadian generally accepted auditing standards. Those
standards require that we comply with ethical requirements and plan and perform the audit to
obtain reasonable assurance about whether the financial statements are free from material
misstatement.
An audit involves performing procedures to obtain audit evidence about the amounts and
disclosures in the financial statements. The procedures selected depend on the auditor's
judgment, including the assessment of the risks of material misstatement of the financial
statements, whether due to fraud or error. In making those risk assessments, the auditor
considers internal control relevant to the entity's preparation and fair presentation of the
financial statements in order to design audit procedures that are appropriate in the
circumstances, but not for the purpose of expressing an opinion on the effectiveness of the
entity's internal control. An audit also includes evaluating the appropriateness of accounting
policies used and the reasonableness of accounting estimates made by management, as well as
evaluating the overall presentation of the financial statements.
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a
basis for our audit opinion.
Opinion
In our opinion, these financial statements pres�nt fairly, in all material respects, the financial
position of the Institute as at March 31, 2015 and the results of its operations and its cash flows
for the year then ended in accordance with Canadian accounting standards for not-for-profit
organizations.
Chartered Professional Accountants, Licensed Public Accountants
Mississauga, Ontario
May 4, 2015
BDO Canada LLP, a Canadian limited liability partnership, is a member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO
network of independent member firms.
30
31
Statement of Funds Invested in Capital Assets
Balance, beginning of year
2014
2015
For the year ended March 31
$
35,916
$
(12,333)
Amortization for the year
Balance, end of year
25,853
21,237
Transfer from General Fund
$
23,583
(11,174)
$
35,916
Statement of General Fund
2015
3,000
$
Excess of revenue over expenditures for the year
2014
$
107,108
119,326
110,108
Transfer to Funds Invested in Capital Assets
(21,237)
Transfer to The Insurance Institute of Canada
3,000
116,326
(116,326)
3,000
$
(85,871)
$
3,000
Statement of CIP Society Fund
2015
Transfer to The Insurance Institute of Canada
6,000
$
2014
$
6,000
34,058
28,602
40,058
34,602
(34,058)
(28,602)
$
6,000
$
6,000
The accompanying notes are an integral part of these financial statements.
32
33
34
35
Statement of Cash Flows
2014
2015
Cash was provided by (used in)
March 31, 2015
1. Significant Accounting Policies
Operating activities
- General operations
$
- CIP Society
Adjustments to reconcile excess of revenue
over expenditures for the year to cash provided by operations
Changes in non-cash working capital balances
Accounts receivable
Prepaid expenses
Accounts payable
Deferred revenue
Due to The Insurance Institute of Canada
Purpose of Organization
116,326
34,058
$
18,682
14,337
53,925
(264)
35,911
107,108
28,602
7,623
(28, 174)
(67,613)
13,731
33,930
95,207
272,975
Investing activities
Purchase of capital assets
(150,384)
(114,473)
Net change in cash during the year
122,591
. (40,503)
Cash, beginning of year
266,849
307,352
$
389,440
$
266,849
The Institute is an incorporated non-profit organization that
is dedicated to providing educational courses and
resources to the insurance industry of British Columbia.
The organization is a non-profit organization and, as such,
is exempt from income tax.
Basis of Accounting
The Institute follows the deferral method of accounting for
contributions. Revenues and expenses are recorded on
the accrual basis, whereby they are reflected in the
accounts in the year in which they have been earned and
incurred, respectively, whether or not such transactions
have been finally settled by the receipt or payment of cash.
Revenue Recognition
Membership fee revenue is recognized over the term of
the membership period. Course, seminar and other event
revenues are recognized upon completion of the event.
Other revenues are recognized upon provision of the
goods or service. Donation revenue is recognized upon
receipt. Grant revenue is recognized in the period to
which it relates or as related specific expenses are
incurred.
Capital Assets
Capital assets are recorded at cost less accumulated
amortization. Amortization based on the estimated useful
life of the asset is charged directly to Funds Invested in
Capital Assets as follows:
(21,237)
Financing activities
Transferred to The Insurance Institute of Canada
Cash, end of year
Computer equipment
4 years straight line basis
and software
Furniture and fixtures
- 10 years straight line basis
Equipment
4 years straight line basis
Leasehold improvements
over the term of the lease
on a straight line basis
Funds Invested in Capital Assets The Funds Invested in Capital Assets represents funds
used for the acquisition of capital assets. All amortization
of capital assets is charged directly to this fund.
General Fund
The General Fund of the Institute is maintained at an
amount of $3,000 as agreed upon with The Insurance
Institute of Canada. The balance of the General Fund
over the above $3,000 becomes payable to The Insurance
Institute of Canada with the exception of additional agreed
amounts appropriated to reserve accounts.
Any operating deficit is potentially recoverable from The
Insurance Institute of Canada subject to review and
approval by the Executive Finance Committee in
accordance with the Provincial Institute Financing
Guidelines.
The accompanying notes are an integral part of these financial statements.
36
37
March 31, 2015
1. Significant Accounting Policies ( continued)
Unless otherwise noted, it is management's opinion that
the Institute is not exposed to significant interest, credit or
currency risks associated with its financial instruments.
Financial Instruments
Financial instruments are recorded at fair value when
In subsequent periods, financial
acquired or issued.
instruments are reported at cost or amortized cost Jess
impairment, if applicable. Financial assets are tested for
impairment when changes in circumstances indicate the
asset could be impaired.
Transaction costs on the
acquisition, sale or issue of financial instruments are
expensed for those items remeasured at fair value at each
balance sheet date and charged to the financial instrument
for those measured at amortized cost.
2.
Awards Trust Fund
2015
Balance, beginning and end of year
Represented by
Cash
2014
$
9,000
$
9,000
$
9,000
$
9,000
The Fund was established to accumulate revenue for the purpose of distributing awards to
students in Insurance.
The Awards Trust Funds are included with the general bank account.
3.
Capital Assets
Computer equipment
and software
Equipment
Furniture and fixtures
Leasehold improvements
Cost Jess accumulated
amortization
38
2015
2014
Accumulated
Cost Amortization
Accumulated
Amortization
Cost
$
35,002
61,029
42,677
97,916
$
34,517
44,367
36,241
97,916
$
35,002
61,029
42,677
97,916
$
34,194
35,669
32,929
97,916
$
236,624
$
213,041
$
236,624
$
200,708
$
23,583
$
35,916
39
Instructors 2014 -2015
Manjit Biring, MBA, FCIP
Linda Calbick, CIP, ACS
Insurance Corporation of BC
March 31, 2015
Mary Chang, FCIP, CRM
4.
Lynda Crawford, BA, FCIP, CRM
Tracey Deschenes, BA, CIP
Intact Insurance Company
Commitment
The Institute has entered into an operating lease for its premises to March 31, 2017 with a
renewal option. The minimum annual lease payment for the next two years is as follows:
2016
2017
$
42,794
44,739
Kerry Diehl, B.Comm (H), CIP, CAIB Insurance Council of BC
Martin Dunstan, BA, FCIP —
Karen Graves, BA, CIP, ACS
Talbot Insurance Services
Graham Haigh, BA, FCIP, CAIB
Wayne Hickey, BA (Ed.), FCIP, CRM Methanex Corporation
Terri Johnson, BGS, FCIP —
Colette Justa, CIP, CAIB
Federated Insurance
Kelly Krakonchuk, CIP
RSA
Pamala Louttit, CIP
Mutual Fire Insurance Co. of BC
Christopher Marbella, BA, CIP
Darlene McBride, FRM, CIP
Boiler Inspection & Ins. Co. of Canada
Maurice McFadden, CIP
McFadden Insurance Services
John McKenzie, BA, CIP, DPSM
Catalyst Paper Corporation
Michael Mesic, BA, FCIP, CAIB
Peace Hills Insurance
Neil Nason, C.Tech, CIP, CRM
Vince Pritchard, FCIP
Royal Claims Services
Tim Provenzano, BGS, CIP, CSP(D)
London Drugs, Ins. Svc. Dept.
Shaun Sinclair, MBA, FCIP, CRM
British Columbia Inst. of Technology
Karin Singbeil, FCIP, CRM, CIA
Brad Smith, LL.B, LL.M, CIP
Bradford F. Smith Law Corporation
Gary Smith, MBA, CIP, CRM
Dennis Summerhayes, CIP, CRM
Excel Adjustco
Michael Talbot, BA, FCIP, RF
Gallagher Bassett Canada
Leanne Taylor, CIP
Greg Thierman, CIP, CFE
Rose Tomlinson, CIP, ACS, CTDP
Monica Woldring, CIP, CAIB, CCIB (BC) A-WIN Insurance Network
40
41
Past Presidents
Adam McBride......................................................................
J.F. Parrott, FIIC ...................................................................
H.W. Winter, FIIC ................................................................
William G. Stott, FIIC ..........................................................
F. LeCouteur .........................................................................
George Bower, FIIC .............................................................
Percy H. Turner, AIIC ..........................................................
C. Anthony de Cosson, AIIC ................................................
A.E. Warrick, FIIC ...............................................................
Colin Smith, FCIS, FCII ......................................................
Peter Sloman, FCIP, AIIA ....................................................
J. Edward Lewis, AIIC .........................................................
A.H.B. Wotherspoon, FIIC ...................................................
John A. Bell...........................................................................
Frederick Ferries ..................................................................
James W. Phelps, FIIC .........................................................
John T. Hoyle, FCIP .............................................................
James C.T. McLean, BComm, CIP ......................................
Harold Duggan, FCIP ..........................................................
John Berg, BSc, FCIP ..........................................................
Bernard P. Hanby, CIP ..........................................................
Peter G. Westlake, FIIC ........................................................
Ronald E. Newcomb, CIP ....................................................
Barrie E.G. Bate, FIIC .........................................................
T. Michael Porter, FCIP, ICD.D ...........................................
Robert J. Jones, FCIP ...........................................................
Glen Kalmar, FCIP, ARM ....................................................
David R. Holbrook, FCIP ....................................................
Hugh Lindsay, FCA, CIP .....................................................
Larry McCombe, AIIC..........................................................
Michael Lofting, CIP ...........................................................
W. Ian Thompson, BSc, FCIP ..............................................
Henry Sienema, MA, AIIC ..................................................
Philip J. Neame, FCIP ..........................................................
Alan Brunskill, CIP ..............................................................
Henry (Hank) Stevens, FCIP ...............................................
John Reid, FIIC, CRM .........................................................
Tia Chisholm, FCIP, CRM ...................................................
David R. Sheppard, BA, CIP ................................................
Bruce G. McLachlan, CIP.....................................................
42
1947 - 1948
1948 - 1950
1950 - 1952
1952 - 1954
1954 - 1955
1955 - 1957
1957 - 1959
1959 - 1961
1961 - 1963
1963 - 1965
1965 - 1967
1967 - 1969
1969 - 1970
1970 - 1971
1971 - 1972
1972 - 1973
1973 - 1974
1974 - 1975
1975 - 1976
1976 - 1977
1977 - 1978
1978 - 1979
1979 - 1980
1980 - 1981
1981 - 1982
1982 - 1983
1983 - 1984
1984 - 1985
1985 - 1986
1986 - 1987
1987 - 1988
1988 - 1990
1990 - 1991
1991 - 1992
1992 - 1993
1993 - 1994
1994 - 1995
1995 - 1996
1996 - 1997
1997 - 1998
Terri Johnson, BGS, FCIP.................................................... 1998 - 1999
Patti Kernaghan, FCIP, CRM................................................ 1999 - 2000
Bruce MacDonald, MBA, FCIP, CRM.................................. 2000 - 2001
C. David Porter, LL.B., FCIP, CRM...................................... 2001 - 2002
Glenda Ouellette, BA, MBA, FCIP...................................... 2002 - 2003
Debbie Ferguson, FCIP, CCIB, CRM................................... 2003 - 2004
Phil Cunningham, BA (Hons), CIP, PgDip........................... 2004 - 2005
John Dickinson, BA, FCIP.................................................... 2005 - 2006
Carol Kuzyk, FCIP, CRM.................................................... 2006 - 2007
Andrew Janzen, BComm, FCIP, FRM, CAIB..................... 2007 - 2008
Graham Haigh, BA, FCIP, CAIB......................................... 2008 - 2009
Shaun Sinclair, MBA, FCIP, CRM....................................... 2009 - 2010
Mike Dakin, BA, CIP........................................................... 2010 - 2011
Wes Chowen, BA, CIP, CRM............................................... 2011 - 2012
Pierre Chavigny, CIP, CRM................................................. 2012 - 2013
Jan Brownridge, BA Hons, FCIP, CRM............................... 2013 - 2014
Mark Francis, FCIP, ACS..................................................... 2014 - 2015
43
Foundation Fellows
Donors 2014 -2015
Foundation Fellows – 1954
Bower, G.
Dickson, S.
Hodge, G.C.
Parrott, J.F.
Stott, W.G.
Winter, H.W.
Christie, J.D.
Hann, F.M.
MacDonald, D.
Platt, A.H.
Westgate, O.
Maintenance Fund
Foundation Associates – 1954
Atkinson, M.A.
Bale, E.G.
Hortin, R.E.
King, H.D.
Meredith, G.M.
Partridge, Wm.
Warkman, T.W.
Baird, P.
de Cossen, C.A.
Kemble, E.L.
Lanyon, W.P.
Nightingale, G.
Silva-White, R.S.
Wood, C.E.
Honorary Life Members
Bate, Barrie E.G., FIIC
Brown, Herbert P.R.
Cleland, James G.
Leigh, Robert B., FIIC
Norminton, J.A.
Rolston, Robert C.
Turner, George R.
Wickham, Bert, FIIC, CLU
Blascheck, Dudley, AIIC
Clayton, John C.
Lefever, Charles E.
Naylor, John R.
Parsons, George
Tunnicliffe, Gordon L., FIIC
Warrick, A.E., FIIC
Convocation Sponsors 2014
Vancouver
BFL CANADA Insurance Services, Inc.
CNS
ClaimsPro
Economical Insurance
Intact Insurance
Kernaghan Adjusters
Travelers Canada
44
45
Convocation Sponsors 2014 CONTINUED
Victoria
Aon Reed Stenhouse Inc.
Aviva Insurance Company
Brown Bros. Agencies Limited
Carfra & Lawton Lawyers
Christie Phoenix Insurance Ltd.
Claimspro
Claimworks
Coast Capital Insurance Services
Coast Claims Service Ltd.
Crawford & Company (Canada) Inc.
Downs Construction Ltd.
The Economical Insurance Group
Excel Adjustco Inc.
Griffin Restorations Services Inc.
Intact Insurance
Jones Emery Hargreaves Swan LLP
Megson FitzPatrick Insurance Services
Michael O’Meara & Co. Barristers
On Side Restoration Services Ltd.
Peach Hill Insurance
Rocky Cross Construction
RS Restoration Services Disaster Kleenup
Seafirst Insurance (Westshore)
46
The Insurance Institute
of British Columbia
1110-800 West Pender St.
Vancouver, BC, V6C 2V6
Phone: 604.681.5491
Fax: 604.681.5479
www.insuranceinstitute.ca
IIBCmail@insuranceinstitute.ca

Read the Annual Report. - Insurance Institute of Canada

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