Read the Annual Report. - Insurance Institute of Canada

2013/2014
Insurance Institute
of British Columbia
Annual Report
Insurance Institute of BC
Governing Council 2013-2014
Jan Brownridge, BA Hons, FCIP, CRM President
Mark Francis, FCIP, ACS 1st Vice President, Academic Division
Jennifer Perry, CHRP, CPM
2nd Vice President, Professional Division
Kerry McLaughlin, CIP, ACS Secretary/ Treasurer
Pierre Chavigny, CIP, 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, CIP
Chair, Seminars
Manjit Biring, MBA, FCIP
Chair, Education
Lynne Vetter, FCIP Chair, Events
Janna Smart, CIP Chair, Okanagan
Staff
Danielle Bolduc, BComm, CIP
Manager
Ayla Collins, BA (Hons)
Seminars & Events Coordinator
Amy Lemieux, BA, CHRM, CIP
Education Coordinator
Donna Salahor, CIP
Marketing Coordinator,Vancouver Island
Sarah Timewell
Education Administrator
Sixty-Eighth Annual Report
Table of Contents
President’s Report.............................................................. 2
Report of the Academic Division...................................... 5
Report of the Professional Division.................................. 9
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 2014 AGM............................................... 25
Financial Statements........................................................ 29
Instructors 2013-2014...................................................... 41
Past Presidents................................................................. 42
Foundation Fellows & Associates.................................... 44
Honourary Life Members................................................ 44
Donors 2013-2014........................................................... 45
Convocation Sponsors..................................................... 45
1
2013-2014 President’s Report
Good afternoon and welcome to the
Insurance Institute of B.C.’s Annual General
Meeting, your support and presence today is
appreciated.
The new executive and council worked very
well together accomplishing and delivering
on the items within their individual mandates.
As a result of this hard work the membership
of the IIBC grew from 4458 members to 4501, an increase just shy
of 5%. This is the first time that the Insurance Institute of B.C. has
exceeded 4500 members. Well done everyone!
My 2013-2014 term has gone by quickly and I am pleased to report
that we had another productive and most importantly, successful
year. It is exciting to look back at the many accomplishments that
have occurred during the year which include:
• Three CIP golf tournaments in Vancouver, Victoria and
Kelowna;
• 5th annual Battle of the Insurance Bands;
• First wine tasting networking event;
• Introduced our first virtual licensing course;
• Diversified our advertising and for the first time, advertised at
the Vancouver airport;
• Exceeded GIE (licensing), seminars and membership targets;
• Achieved a surplus.
During the term we again were able to hold three successful golf
tournaments with good support from attendees and sponsors for
all three. The tournaments continue to be popular amongst those
in the industry, with the Vancouver tournament selling out.
In October I attended with Mark Francis, FCIP, ACS and Wayne
Coates, BA, CIP the Insurance Institute of Canada’s 60th AGM
held in Toronto. 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 truly establish some camaraderie amongst the group.
2
In November I had the opportunity to attend the Institutes’
three convocation ceremonies, first Vancouver, then Victoria
and Kelowna. There is a tremendous amount of preparation that
goes into each event in order to make it special for the graduates,
their employers and their families. Each convocation is unique
with its own special traditions. In Vancouver we held a luncheon
attended by 431 people and in Victoria a dinner for 124 with their
famous raffle, with many going home with a prize. Kelowna had a
luncheon with a smaller group where everyone in the room knows
one another; there is a real sense of community felt in the room.
Attending the convocation allowed me a chance to mingle and
get to know others from different parts of the province with an
interest in the Insurance Industry and Institute. This was truly
one of the highlights of my time as President.
In January, Vancouver can be a rainy, dull month so we decided
this would be a good time to hold our Annual Wine Tasting
Networking Event. The venue chosen was a wine room in
Gastown. The event was a success and will be held again in the
fall.
In February we held an Instructor Day at the Hyatt that saw a
good turnout. We started with lunch followed by a session run by
Dennis Huber, CIP, ACS of ICBC.
Our instructors are a key part of the Insurance Institute and
contribute to its success through their dedication. The Institute
now offers an Instructor Certification Program designed to help
instructors build a positive learning environment for a broad
spectrum of CIP students, using a variety of contemporary media
and teaching approaches.
The one-year program consists of four courses, each of which
is three months long. Courses address how people learn;
instructional design; evaluation of CIP student progress; and
virtual and in-class content delivery. This is so important as it
helps with consistency in the teaching of our courses. I am happy
to report that we have 4 instructors that have graduated from this
Program and 10 are currently enrolled.
This spring the Institute hosted the 5th Annual Battle of the
Insurance Bands at the Fan Club on Granville Street. I love
attending this event but I really started to feel old this year when
I commented to someone that the music was too loud. As a result
3
of this well-attended event we were able to donate net proceeds
from ticket sales and sponsorships in the amount of $6,416 to the
Greater Vancouver Food Bank.
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, Ayla Collins, Sarah Timewell,
Donna Salahor and our newest, Winnie Hon. Amy Lemieux
recently left the Institute to fulfill her dream of travelling and we
thank her also.
The Executive and Council have been a pleasure to work with and
did a wonderful job. IIBC did close the fiscal year with a surplus.
We purchased a much needed copier and a scanner to mark the
licensing exams.
Being President of the Insurance Institute of B.C. has been an
honour and a rewarding experience that I will never forget. Thanks
again to all the volunteers and staff that continue to contribute in
making this Institute a success.
Respectfully submitted,
Jan Brownridge, BA Hons, FCIP, CRM
President, Insurance Institute of BC
4
Report of the Academic Division
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, our office manager,
who works hard and takes care of all the extra details to make
sure the IIBC runs successfully. So, thank you Danielle and to
your team, Ayla Collins, Sarah Timewell, Donna Salahor, Amy
Lemieux and Winnie Hon.
Also, a big thank you should also go out to Jan Brownridge, BA
(Hons), FCIP, CRM for her great job as President this year, as
well as our Executive and Council. Jan has a lot of responsibility
and travel with her organization, Munich Re, but demonstrated
an exceptional amount of commitment and dedication with her
attendance at many meetings and events.
Membership and Course Registrations
This past year, IIBC set a membership record of 4501 members as
of March 31, 2014, which is great news. However, our CIP program
was slightly shy of target with 1103 students, where our target was
1150. This continues to be related to the significant changes at
ICBC in 2012-2013 – another 16% lower this past year, but ICBC
has taken some positive steps to reverse this trend (thanks largely
to Glenda Ouellette, BA, MBA, FCIP, Vice Chair IIC Western
Region and Kerry McLaughlin, CIP, ACS Secretary-Treasurer
IIBC).
We continue to offer CIP classes in various formats: fast track,
evening and full virtual in various locations: Vancouver, New
Westminster, Surrey, North Vancouver, Victoria, Nanaimo and
Duncan.
Additional good news on the GIE licensing program front –
we exceeded our target of 300 by 4% with 312 students – this
represents a significant improvement over the 278 last year. This
year, we introduced a virtual licensing class which is very helpful
to our out of town students whom in the past only had the home
study option. We continue to offer the GIE licensing course in
Vancouver, New Westminster, Victoria and Nanaimo, and as a
5
home study program.
Education & Career Connections
Manjit Biring, MBA, FCIP of Intact chaired our Education
Committee and had a busy and successful year.
In Vancouver, we hosted the 9th annual “Feed the Minds of
Youth” with 50 attendees (including parents & students).
Our 2013 winner of the prestigious Instructor of the Year Award
was Greg Thierman.
For Education Week we offered the following free seminars: Study
Skills, CIP “What’s in it for me” and Insurance 101 from Broker
to Adjuster, although we are looking to refresh that offering for
next year.
The committee coordinated two professional half day sessions for
our instructors.
Okanagan Committee
Our Okanagan Committee was chaired by Janna Smart, CIP
of Southern Interior Claims Service. Jan Brownridge, Peter
Hohman and Danielle Bolduc attended this year’s Convocation
Luncheon in Kelowna. The turnout for the event was solid at 51,
and enjoyed by all.
We held 2 seminars in Kelowna: Subrogation and Equipment
Breakdown Insurance. The committee also coordinated a
successful networking cocktail event this January.
The Okanagan Committee held their 2nd Annual Golf Tournament
in September with 70 attendees, a slight increase over last year’s
67. The event was a success; however, due to golf being a very
common and competitive type of event, the Committee has
arranged for a Boat Cruise set up for July 11th in Kelowna.
Marketing and Communications
Debra Copeland, BA, FCIP of Intact chaired our Marketing and
Communications Committee for the first time and did a fantastic
job! In March, we sent out our annual mailing to over 110 CAIB
Grads which includes a congratulatory letter, a CIP syllabus, and
a credit transfer form.
6
We continue to advertise and promote the designation and the
brand.
As in the previous years, advertisements included:
• 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 ads in the Vancouver Sun, the Province
and BC Broker magazine;
• Bronze sponsorship of the Salute dinner;
• Full page CIP ad in Western Living magazine.
We did a 2 month Transit advertising campaign that provided
expansive coverage and included:
• 4 posters at the Sea Bus terminal
• 9 Skytrain platform posters
• 40 posters in the Canada Line interiors
We also placed a digital billboard ad in Squamish during the BC
Brokers’ convention in Whistler held in May.
A highlight of our new advertising this year was the four ads at
the baggage carousels at YVR in March and April to target both
Spring and Easter breaks. Two were in the domestic terminal and
two in the international terminal.
Conclusion
This past year proved once again to be a busy year with many
activities. I appreciated the opportunity to attend IIC’s 60th
Annual AGM held in Toronto with Jan Brownridge, Wayne
Coates, BA, CIP 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 Jennifer Perry, CHRP, CPM and Wayne Coates, BA, CIP –
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. It also gave
us an opportunity to spend time with Margaret Wasserman, the
7
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,
Mark Francis, FCIP, ACS
1st Vice President, Academic Division
Insurance Institute of BC
8
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’d
also like to acknowledge the great work of the IIBC office staff –
Danielle Bolduc, Sarah Timewell, Amy Lemieux, Ayla Collins
and Donna Salahor. And of course, we’re very grateful for all the
contributions of our volunteers.
Congratulations to Jan Brownridge, BA Hons, FCIP, CRM
for her good work as President this past year. Jan cares deeply
about protecting and respecting the interests of our members and
providing value for the membership dollars they spend. I have no
doubt Mark Francis will have to work hard to fill her shoes.
Events Committee
• Lynne Vetter, FCIP, Chair (retired) Wawanesa Insurance
• Mary Dehod stepped in as Chair the last couple of
months
• Succeeded by Sarah Tung, BCom, FCIP, CRM, Chair,
Intact Insurance
•Co-Chair Mary Dehod, FCIP, CRM, Wawanesa Insurance
Lynne has put so much time, energy, effort and care into
coordinating her teams and organizations very successful events
over the years. We appreciate and deeply value the contribution
Lynne has made to the IIBC and our members. While we are sad
to lose her as part of our team, we wish her a happy and healthy
retirement.
We’re also excited to give the opportunity to lead this Committee
to another very qualified person, Sarah Tung.
Battle of the Bands
On March 6th, the 5th Annual Battle of the Insurance Bands, CIP
Charity event was held at the Fan Club for the 2nd time. This year,
we invited all previous winners back for an “All Star” competition.
We are very pleased to have raised a record $6,416 for our charity,
the Greater Vancouver Food Bank – reflecting our ‘net proceeds’
policy. By all accounts it was an exceptionally fun event and over
250 in attendance (up over 20% of last year).
9
CIP Society Golf Tournament
In May 2013, we hosted our 11th annual CIP golf tournament in
Vancouver. The Vancouver Golf tournament always sells out; this
year we had 152 players. We continue to offer the wine theme
which is highly regarded by our attendees. Every year, we feature
a different local winery. Our wine 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
Convocation was held on November 21, 2013, at the Hyatt
Regency Hotel. We had 431 attendees 120 CIP Grads and 18 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.
Wine Tasting Event
In February, we hosted our first wine tasting networking event; we
sold out in 1 week with 52 attendees.
Due to its popularity, we are planning to offer it twice a year.
Future Directions
• Sharon Knotts, CBA, FCIP, The Guarantee Company of
North America
• Carlos Caceres, BA, CIP, Co-Chair, Gore Mutual
Insurance
Sharon and a very dedicated committee spearheaded an initiative
to obtain data on the insurance market in the Okanagan and
Interior regions so we could have a better idea of our membership
penetration rates. This team has also done a very thorough review
of our by-laws and prepared recommendations. These folks just
do not lose their enthusiasm! After the by-law review, they’ve
started to take a fresh look at a broker strategy to increase our
membership within the broker community. Thanks Sharon for
your continued dedication and leadership!
10
Seminars
• Lianne Crawford, CIP, Gore Mutual Insurance
This Committee is on fire!! They organized some great seminars
for our members and are well into planning for the upcoming year.
This past year included:
• Academic Seminars – 11 (target of 10) – 489 attendees
• CIP Society Seminars – 13 (target of 12) – 440 attendees
Our seminar attendance increased by 23% over last year. Our top
three seminars were Earthquake (103 attendees), Strata (72) and
Subrogation (63).
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 5th Annual Volunteer Appreciation lunch for the
Executive, Council Chairs and committee members at Steamworks
on March 14th. This was a well-attended event as it always is.
It was my first time attending the Western Regional Meeting
hosted by the Insurance Institute of Saskatchewan and it was a
pleasure to be there. It was very apparent that the BC Institute
leads the pack in so many ways. Our Institute is the envy of the
others largely due to Danielle’s efforts and dedication.
On a final note, I’d like to express thanks to Sarah, Amy, Donna
and Ayla 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.
Respectfully submitted,
Jennifer Perry, CHRP, CPM
2nd Vice President, Professional Division
Insurance Institute of BC
11
Vancouver Island Chapter
President’s Report
The following report was presented by Wayne Coates at the
Vancouver Island Chapter’s Annual General Meeting and
Election of Officers on June 12, 2014.
The Vancouver Island Chapter of the Insurance Institute of
BC continues to maintain our membership presence with 596
members. Our strong number of memberships ensures that our
input on both the Provincial and National levels is heard.
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 eight
seminars during the 2013 -2014 term. We have already started
planning topics and lining up presenters for the 2014 -2015 term.
We hosted two cocktail events, one in Nanaimo on October 24,
2013 with 24 attendees, and the other in Victoria on September 26,
2013 with 59 attendees. Those in attendance enjoyed a fabulous
appetizer buffet and networking with others in the insurance
industry.
On March 1, 2013, we had our Volunteer Appreciation night at the
Six Mile Pub in Victoria. All proctors, instructors and committee
members for the past two years were invited to attend.
Our 7th Annual CIP Society Golf tournament was held on June
21, 2013 at the Glen Meadows Golf Course with 62 golfers and
an extra 12 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 8th Annual Golf tournament which is being
held on June 19, 2014 at Victoria’s Olympic View Golf Course.
We are very excited to be trying a new venue for our annual golf
tournament. Here is hoping for great weather that day as lots of
activities are planned.
12
On November 22, 2013, we held our Annual Awards Dinner
& Dance. We recognized eight CIP graduates and two FCIP
graduates. Each and every one of our graduates should be very
proud of their achievement. Congratulations to all of you.
During the past term, I had the opportunity to travel to Edmonton
for the IIC Western Regional meetings, and to Toronto 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.
On September 13, 2013, we held our 2nd Past President’s event
in Victoria. It was held at the Fireside Grill; lots of fun was had
for all who attended. We are planning to host our 3rd annual Past
President’s dinner in the fall of 2014.
I have been on the council for over five 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. I would like to thank the
Vancouver Executive Committee for their continuous support to
the Vancouver Island Chapter.
I am looking forward to another successful term as President
for the 2014 – 2015 term. During this term I look forward to the
opportunities this role entitles me such as making new contacts
and building further relationships with those working in the
insurance industry.
Respectfully Submitted,
Wayne Coates, BA, CIP
President, Vancouver Island Chapter
Insurance Institute of BC
13
Award Winners
Insurance Institute of BC Awards
Chartered Insurance Professional Awards
Leonard J. DeVito Memorial
Gold Medal Award
Shannon McEwen
Insurance Corporation of BC
Malcolm C. Simpson Memorial Bonnie Braniff
Silver Medal Award Intact Insurance
Bronze Medal Award
Yilei (Leslie) Yao
Economical Insurance
Fellow, Chartered Insurance Professional Awards
Norman Bortnick Memorial
Gold Medal Award
Etsuko Kaji-Holley
Northbridge Insurance
Silver Medal Award
Jacqueline Anne Wall
Family Insurance Solutions
Robert Yates Memorial
Bronze Medal Award
Michaela Pitt
First Insurance Agencies
Insurance Institute of Canada Awards
Chartered Insurance Professional Awards
The Frank Dougan Prize
Top Graduate of Full Time
Insurance Program
Rachel Ruxia Cheong
CMW Insurance Services
BCIT Graduate
CIP Bronze Prize
2nd Runner Up – CIP
Shannon McEwen
Insurance Corporation of BC
The Honourable Order of the Bonnie Braniff
Blue Goose International Prize Intact Insurance
3rd Runner Up – CIP
14
Fellow, Chartered Insurance Professional Awards
The Centenary Excellence
Lynda Crawford
Award
Insurance Corporation of BC
Top Student – Advanced Standing Credits
The Insurance Bureau of
Canada Prize
Runner Up – FCIP
Etsuko Kaji-Holley
Northbridge Insurance
Special BC Awards
CIP Instructor of the Year Greg Thierman, CIP, CFE
David C. Skingsley
Memorial Award Crawford & Company (Canada)
BC Volunteer of
Distinction Rose Tomlinson, CIP, ACS
Intact Insurance
Instructor Certification Program – Graduates
Manjit Biring, MBA, FCIP
Intact Insurance
Karen Graves, BA, CIP, ACS Economical Insurance
Darlene McBride, FRM, CIP Boiler Inspection & Insurance
Company of Canada
Rose Tomlinson, CIP, ACS Intact Insurance
15
Fellow, Chartered Insurance Professional
Graduates
Jennifer Appleby
Jess Bai
Harpriya Bakshi
Karin Bezurova
Jill Blacklock
Deb Bowman
Ho-Ming Cheng
Connie Desharnais
Lorraine P. Grande
Stephen H. Hawken
Eric Hung
Etsuko Kaji-Holley
Sunam Moore
Aaron Pischke
Michaela Pitt
Marnie Ramsdale
Rajeev Singh
16
Management
Western Financial Group
Risk Management
Northbridge Insurance
Management
Intact Insurance
Claims
TransLink
Management
ICBC
Management
Capri Insurance
Risk Management
ICBC
Risk Management
Gore Mutual Insurance Management
ICBC
Risk Management
Munich Reinsurance Company Risk Management
Economical Insurance
Management
Northbridge Insurance
Management
Gore Mutual Insurance Risk Management
Mardon Insurance Brokers (Surrey)
Management
First Insurance Agencies Management
Peter F Pook Ins Agencies Broker
ICBC
Mary-Ann Toi
Randi Weiss
Risk Management
Munich Reinsurance Company
Management
ICBC
HONOURS GRADUATES
Lynda Crawford
Risk Management
ICBC
Jacqueline Anne Wall Management
Family Insurance Solutions
Chartered Insurance Professional
Graduates
Justin Abella
AON Reed Stenhouse Don Abney
Granite Claims Solutions
Sudi AdenCNS
Dave AndrewICBC
Lori AstlesICBC
Alveena Awan
Gore Mutual Insurance Bijender Singh Balhera Granite Claims Solutions
Ajsa Besic
Can-Sure Underwriting Kirsten Brandreth
Northbridge Insurance
Janiece Brown
City of Surrey
Neff Campos
Economical Claims/Family Insurance
Jerlyne Joyce Casem A-WIN Insurance Network
Marco CastrucciCNS
Fiona Wing Man Chan Wawanesa Mutual Insurance Shannette ChanCNS
Wayland Chan
HUB International Insurance Brokers
Cecilia Wai Sin Cheung Marsh Canada
Jin Choo
Pemberton Insurance Corporation
David ClancyICBC
Vincent Co
Intact Insurance
17
Robert Craig
Insurance Council of BC
Lianne Crawford
Gore Mutual Insurance Michael Deol
Family Insurance Solutions Tracey Deschênes
Intact Insurance
Noella D’Mello
Canadian Direct Insurance Eric Einarson–
Dane A. R. ElliottICBC
Heather EricksonICBC
Sontina Espey
Vancouver Island InsuranceCentres
Christina EvansICBC
Aleisha FazekasICBC
Sandra Fernandes
Jardine Lloyd Thompson Canada
Derek Feswick
Pemberton Insurance Corporation
Chris Ford
FM Global
Edward Forrester
Northbridge Insurance
Doug FramstICBC
Junichi Fujii
Intact Insurance
Simmi GillICBC
David Gontovnick–
Nelson GonzalezICBC
Stephanie Gooch
HUB International Insurance Brokers
Chris Gray
Economical Insurance
Vesela GregovICBC
Jessica Hall
Wawanesa Mutual Insurance Robert HannaICBC
John Hannay
BFL CANADA Insurance Services Paula Hardie
Willis Canada
Cathie Hardy
Cunningham Lindsey International
Chris HardyICBC
Meghan Hawkshaw Integro Insurance Brokers
Melissa HeilmanICBC
Jennifer HetteICBC
Mandy HoICBC
Laurie HohlbeinICBC
18
Jared Hoogendoorn Intact Insurance
Sarah Hudson
Can-Sure Underwriting Raveen S. Janjua
Zurich Elisabeth Jensen
HUB International Barton Ins. Brokers
Christopher Jones
Charles Taylor Adjusting
Jane Jones
Barnescraig & Associates
Jeremy Jones
National Home Warranty Group Jayne Joseph-NiduaICBC
Thomas Kewell
Bird Construction Tatiana Komaricheva CNA Canada
Phyllis LaiCNS
Karen Lauzon
The Co-operators
Daryl LearnedICBC
Tanya LeClair
Aviva Canada Edward Lee–
DJ Lehal
Economical Claims/Family Insurance Hayley LelandICBC
Mandy Leung
Adams-Cambie Insurance Services
Shelley Xiao Lin
Pacific Place Insurance Services
Rendrega Lins
Federated Insurance
Olga Litvinov
Northbridge Insurance
Phoenix Fang Liu
Park Georgia Insurance Agency
Warrick Liu
Aviva Canada Walter Lok
Marsh Canada Vivian Yi Ping Lu
LeGear Pelling Insurance Agencies
Fai Ly
BFL CANADA Insurance Services Jennifer MackayCNS
Udaya MadanayakeICBC
Daniel McCliggott
Coast Capital Insurance Services
Debbie McMillanICBC
Shari Melanson
AON Reed Stenhouse Teena MolsonClaimspro
Carmen Monroy
Intact Insurance
Beverly Morris
HUB International TOS Ins. Services
19
Murray Munroe–
Frazer Murray-Hall Wawanesa Mutual Insurance Breanne NakaCNS
Lily Ngo
Pemberton Insurance Corporation
Jaskiran Nibber
Westland Insurance
Michael Olson
Intact Insurance
Kirsten OsbergRSA
John Angelo Paiero Wawanesa Mutual Insurance Elisabeth Panduro
Megson FitzPatrick Insurance Services
Jon Poliquin
Northbridge Insurance
Bruce Powell
Associated Independent Adjusters
Adam PowleyICBC
Dian Prasetyo
Jardine Lloyd Thompson Canada
Edith ReidICBC
Kathy ReillyICBC
Michael Renowden Coast Capital Insurance Services
John Riddle
Murrick Insurance
Karen Ringdahl
Vancouver Island InsuranceCentres
Rosemary Savio-Hopkins Canadian Direct Insurance Shelley Schnell
Okanagan Valley Insurance Services
Richard Scrabuik
Canadian Direct Insurance Daniel Sera
The Co-operators
Mikhail Serov
Crawford & Company (Canada) Kathy Shuan
Intact Insurance
Jim Shynkaryk
Canadian Direct Insurance Patricia SimonICBC
Natalee Marie Sinclair Jones Brown Inc.
Laura Smart
Coast Capital Insurance Services
Cathy Su
Park Insurance Agency Frederick Szlachcic Family Insurance Solutions Angela TaylorICBC
Andrea Thomsen
CMW Insurance Services Lan TranICBC
Diana Valdez
Wawanesa Mutual Insurance 20
Stacy WeissICBC
Gregory WirchICBC
Brandon WongRSA
Constance Wong
Intact Insurance
Brent Wyse
Intact Insurance
Victor Yi Yang
Intact Insurance
Yilei (Leslie) Yao
Economical Insurance
Maria YueICBC
Stacey ZeleniskiICBC
Lu (Cathy) Zhou
Northbridge Insurance
HONOURS GRADUATES
Bonnie Braniff
Intact Insurance
Shannon McEwenICBC
21
Seminar Report
Vancouver
SEMINAR TITLE
DATE
ATTENDANCE
Earthquake: Reinsurance,
Regulation, and Modelling
Commercial Marine Insurance
Subrogation Bootcamp:
From Loss to Recovery
Emerging Issues in
Strata Ownership
Canadian Fire Grade Index
April 18, 2013
103
April 24, 2013
May 2, 2013
60
63
September 24, 2013
72
October 3, 2013
19
Vancouver Island
SEMINAR TITLE
DATE
ATTENDANCE
Anatomy of a Claim – Victoria April 4, 2013
Commercial Marine Insurance – October 3, 2013
Victoria
Subrogation Bootcamp: From
November 14, 2013
Loss to Recovery – Victoria
14
19
20
Kelowna
SEMINAR TITLE
DATE
Subrogation Bootcamp:
From Loss to Recovery
November 7, 2013
ATTENDANCE
25
Surrey
SEMINAR TITLE
DATE
Motor Truck Cargo
March 4, 2014
ATTENDANCE
55
Free Education Week Seminars
SEMINAR TITLE
DATE
Insurance 101: From Adjuster
to Broker – Surrey
Study Skills – Victoria
Study Skills Webinar
February 27, 2014
11
February 27, 2014
February 28, 2014
13
27
22
ATTENDANCE
CIP Society Report
CIP ProEdge Seminars
Vancouver
SEMINAR TITLE
DATE
Class Action Lawsuits
Top Legal Cases & Industry
Developments
Equipment Breakdown
Environmental Risk
Advanced Business Interruption
Water Damage Mitigation
Global Change, Catastrophic Loss
May 9, 2013
June 6, 2013
ATTENDANCE
55
51
October 16, 2013
November 7, 2013
February 12, 2014
February 19, 2014
March 18, 2014
32
24
55
26
32
Vancouver Island
SEMINAR TITLE
DATE
ATTENDANCE
Environmental Risk – Victoria
Broker Liability & Bad Faith
Claims – Nanaimo
Condo & Cooperatives – Victoria
September 19, 2013
October 24, 2013
19
14
January 23, 2014
50
Kelowna
SEMINAR TITLE
DATE
Equipment Breakdown
February 6, 2014
ATTENDANCE
11
Webinar (Online Seminar)
SEMINAR TITLE
DATE
Broker Liability
Liquor Host Liability
July 9, 2013
December 12, 2013
ATTENDANCE
18
60
CIP Events
EVENT
DATEATTENDANCE
Golf Tournament – Vancouver
Golf Tournament – Victoria
Golf Tournament – Kelowna
Cocktail Event – Victoria
Cocktail Event – Nanaimo
Cocktail Event – Kelowna
Wine Tasting – Vancouver
Battle of the Insurance Bands
May 24, 2013
June 21, 2013
September 20, 2013
September 26, 2013
October 24, 2013
January 16, 2014
January 23, 2014
March 6, 2014
152
62
70
52
21
29
52
253
23
Student Enrollment
CIP Program
In-Class
2013 - 2014
2012 - 2013
2011 - 2012
Lower Mainland
Evening classes
Downtown Vancouver
414
464
392
Surrey
52 6963
North Vancouver
25
0
34
Langley
30 1725
New Westminster
6
6
9
Fast Track classes 376 325435
(various locations)
Total Lower Mainland
903881
958
Vancouver Island
Victoria
34 2340
Duncan/Nanaimo 11 65
Total Vancouver Island
45
29
45
Kelowna
5 08
Total In-Class
953
910
1011
Online Class
148 239166
Total IIBC Classes
1101
1149
1177
Distance Learning
752 686763
Total CIP Enrollment
1853
1835
1940
General Insurance Essentials Program
Level 1 Brokers’/Adjusters’ Licensing Program (GIE)
2013 - 2014
2012 - 2013
2011 - 2012
In-Class (Vancouver &180 155170
Victoria)
Home Study
140
123
165
Total
320
278
335
24
Minutes of the
2014 Annual General Meeting
Wednesday, June 18, 2014
The Insurance Institute of BC
1110 - 800 West Pender
Vancouver, BC
A quorum being present, the President, Jan Brownridge, called the meeting to
order at 4:03 pm. Those in attendance were:
Executive and Staff
President
1st Vice President
2nd Vice President
Secretary-Treasurer
Past President
Vancouver Island President
Manager
Seminar & Events Coordinator
Other Members of IIBC
Barrie Bate
John Berg
Sharon Craver
Lianne Crawford
Graham Haigh
Andrew Janzen
Glen Kalmar
Sharon Knotts
R. Carol Kuzyk
Terry Leibel
Hugh Lindsay
Glenda Ouellette
Jan Brownridge
Mark Francis
Jennifer Perry
Kerry McLaughlin
Pierre Chavigny
Wayne Coates
Danielle Bolduc
Ayla Collins
Lilette Paje
Ian Thompson
Sarah Tung
Notice of Meeting
Proof of Notice of the Annual General Meeting e-mailed to all Members on
May 12th, 2014, was read by the Secretary-Treasurer, Kerry McLaughlin.
Report on Quorum
Kerry McLaughlin, Secretary-Treasurer, confirmed that the quorum had been
met as required by the Bylaws.
Minutes
The minutes of the 2013 Annual General Meeting were circulated to the
membership. Graham Haigh, seconded by Glenda Ouellette, moved adoption
of the minutes.
Motion carried.
Academic Division Report
Mark Francis, 1st Vice President, presented the Report of the Academic
Division. This report included information on the activities of the Education
Committee, the Okanagan Committee, and the Marketing and Communications
25
Committee. Hugh Lindsay moved for the acceptance of the report, seconded by
Sharon Knotts.
Motion carried.
Professional Division Report
Jennifer Perry, 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. Lianne
Crawford moved for the acceptance of the report, seconded by Glen Kalmar.
Motion carried.
Vancouver Island Chapter Report
The newly re-elected President of the Vancouver Island Chapter, Wayne
Coates presented the President’s report of the Vancouver Island Chapter which
was presented at their AGM on June 12, 2014. Glenda Ouellette moved the
acceptance of the report, seconded by Sharon Knotts.
Motion carried.
President’s Report
Jan Brownridge, President, submitted her report on the year’s activities. Sarah
Tung moved the acceptance of the report, seconded by Carol Kuzyk.
Motion carried.
Financial Report
Kerry McLaughlin, Secretary-Treasurer, presented the Financial Report
including the financial statements submitted by the auditors. Sharon Knotts
moved the acceptance of the report, seconded by Hugh Lindsay.
Motion carried.
Approval of Acts of Directors
It was moved by Kerry McLaughlin, 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.
Seconded by Andrew Janzen.
Motion carried.
26
Election of New Officers and Directors
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:
Officers:
President: Mark Francis, FCIP, ACS
Insurance Corporation of British Columbia
1st Vice President: Jennifer Perry, CHRP, CPM
HUB International Insurance Brokers
2nd Vice President: Kerry McLaughlin, CIP, ACS
Insurance Corporation of British Columbia
Secretary/Treasurer: Manjit Biring, MBA, FCIP
Intact Insurance
Past President: Jan Brownridge, BA Hons, FCIP, CRM
Munich Reinsurance Company of Canada
Council Members:
Sharon Craver, BAA, CIP, CRM
Insurance Corporation of BC
Lianne Crawford, CIP
Gore Mutual Insurance
Debra Copeland, BA, FCIP
Intact Insurance
Sharon Knotts, CBA, FCIP
The Guarantee
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:
Mark Francis, FCIP, ACS
Jennifer Perry, CHRP, CPM
Duly elected President of the Vancouver Island Chapter of the Insurance
Institute of British Columbia
Jan Brownridge, BA Hons, FCIP, CRM (Alternate)
The Report of the Nominating Committee was presented by Pierry Chavigny,
Past President and Chair of the Nominating Committee. Sharon Knotts moved
the acceptance of the report, seconded by Graham Haigh.
Motion carried.
Appointment of Auditors
As the newly elected secretary treasurer Manjit Biring was not present, Kerry
McLaughlin moved that:
BDO Dunwoody LLP, Chartered Accounts & Consultants, be appointed
auditors for the ensuing year at a fee to be determined.
Seconded by Ian Thompson.
Motion carried.
27
Banking Resolution
Kerry McLaughlin, past Secretary-Treasurer, moved that:
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 Glenda Ouellette.
Motion carried.
Other Business
There being no other business, the meeting was adjourned by Glen Kalmar at
4:46 pm.
Respectfully submitted,
Kerry McLaughlin, CIP, ACS
Secretary-Treasurer
Insurance Institute of BC
28
30
31
32
32
33
34
35
36
37
29
30
31
32
33
34
35
36
37
38
39
40
Instructors 2013-2014
Sylvia Bernat FCIP
Intact Insurance Company
HUB International Insurance Brkrs
Manjit Biring MBA, FCIP
Shawn Blennerhassett CIPClaimworks
Insurance Corporation of BC
Linda Calbick CIP, ACS
Alexandra Cavasin CIPInsurance Corporation of BC
Lynda Crawford FCIP
Economical Insurance
Ian Dalgleish CIP, CRM
Wawanesa Mutual Insurance
Mary Dehod FCIP, CRM
Intact Insurance Company
Tracey Deschenes CIP
Insurance Corporation of BC
Martin Dunstan BA, FCIP
Pacific Blue Cross / BC Life & Casualty
Donald Elder FCIP
Economical Insurance
Karen Graves BA, CIP, ACS
Wawanesa Mutual Insurance
Graham Haigh BA, FCIP, CAIB
Wayne Hickey BA(Ed), FCIP, CRM Methanex Corporation
Terri Johnson BGS, FCIP–
Federated Insurance
Colette Justa CIP, CAIB
Insurance Corporation of BC
Kelly Krakonchuk CIP
Mutual Fire Insurance Co. of BC
Pamala Louttit CIP
Insurance Corporation of BC
Christopher Marbella BA, CIP
Boiler Inspection & Insurance Co.
Darlene McBride FRM, CIP
Maurice McFadden CIP–
Susan McFarlane CIP–
Canadian Direct Insurance
John McKenzie BA, CIP, DPSM
Aviva Canada
Sara Mehrjou BA, CIP, CRM, ACS
Michael Mesic BA, CIP, CAIBTransLink
Insurance Corporation of BC
Kevin Munt BA, CIP
Intact Insurance Company
Neil Nason CIP
Christie-Phoenix (Victoria) Ltd.
Tara Parr CIP, CAIB
City of Vancouver
Rick Pickens FCIP, CRM, CCIB
Special Risk Insurance Managers Ltd.
Vince Pritchard FCIP
Insurance Services Dept., London Drugs
Tim Provenzano BGS, CIP, CSP
Dale Rogoza, CIP, CRMClaimspro
British Columbia Institute of Technology
Shaun Sinclair MBA, FCIP, CRM
Insurance Corporation of BC
Karin Singbeil FCIP, CRM
Coast Capital Insurance Services
Muriel Sitter CIP, CRM, CAIB
Bradford F. Smith Law Corp.
Brad Smith LL.B, LL.M, CIP
Wawanesa Mutual Insurance
Elizabeth Strocel CIP
Excel Adjustco Inc.
Dennis Summerhayes CIP, CRM
Gallagher Bassett Canada
Mike Talbot BA, FCIP, FRM
Crawford & Company (Canada)
Greg Thierman CIP, CFE
Intact Insurance Company
Rose Tomlinson CIP, ACS
Monica Woldring CIP, CAIB, CCIB (BC) A-WIN Insurance Network
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
43
Foundation Fellows
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.
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
44
Blascheck, Dudley, AIIC
Clayton, John C.
Lefever, Charles E.
Naylor, John R.
Parsons, George
Tunnicliffe, Gordon L., FIIC
Warrick, A.E., FIIC
Insurance Institute of BC
Donors 2013-2014
Maintenance Fund
Insurance Corporation of British Columbia
Insurance Institute of BC
Convocation Sponsors 2013
Vancouver
CNS
Economical Insurance
Family Insurance Solutions
The Honourable Order of the Blue Goose
Granite Claims Solutions
Intact Insurance
Insurance Corporation of British Columbia
Jardine Lloyd Thompson
Kernaghan Adjusters
Travelers Canada
Wawanesa Mutual Insurance
45
Insurance Institute of BC
Convocation Sponsors 2013 CONTINUED
Victoria
Aon Reed Stenhouse Inc.
Associated Independent Adjusters
Aviva Insurance Company
Belfor Restoration Services
Boorman Investment Company Ltd.
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.
Economical Insurance
Excel Adjustco Inc.
Griffin Restorations
Insurance Corporation of British Columbia
Intact Insurance
Jones Emery Hargreaves Swan LLP
Megson FitzPatrick Insurance Services
Michael O’Meara & Co. Barristers
On Side Restoration Services Ltd.
Rocky Cross Construction
RS Restoration Services Disaster Kleenup
Servicemaster of Victoria
SmartWay Restorations
Wawanesa Mutual Insurance
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