CAILBA Information Series (CIS)

The CIS are presentations that are offered monthly either via a teleconference or a teleconference and webex only to our members. Each month the presentation offered will be based on a relevant topic. CAILBA is currently working on getting these sessions approved for CE credits. Although CIS are offered only to our Members a number of guest invitations are sent out for those organizations not yet a member of CAILBA, but considering joining. Please contact the Membership chair, Catherine Stevenson, at Catherine@millerfinancial.ca if you would like to request a guest invitation or would like to inquire about membership.

The table below lists our past and upcoming CIS, all presentations are recorded and recordings are available in our Members Only section.

 

Date:

Title:

 
7/20/2006  PIPEDA AND MONEY LAUNDERING 
8/24/2006  ADVISOR DISCLOSURE 
10/5/2006  THE UNDERWRITERS' PERSPECTIVE 
10/26/2006  E & O PROTECTION FOR MGA 
11/23/2006  CRITICAL ILLNESS - A REINSURER'S PERSPECTIVE 
1/8/2007  TECHNOLOGY - WHERE IS IT GOING?  
1/25/2007  PRACTICE MANAGEMENT AND SUCCESSFUL PLANNING 
2/22/2007  SUSTAINING AN INDUSTRY THROUGH EDUCATION - INTRODUCING THE SENECA COLLEGE FINANCIAL SERVICES PRACTIONER PROGRAM (FSP) 
4/10/2007  OUTLOOK OF INSURANCE INDUSTRY 
4/25/2007  FAIR MARKET VALUE OF LIFE POLICIES 
5/24/2007  REGULATORY UPDATE: PROFESSIONAL RESPONSIBILITIES FOR INSURANCE AGENTS 
8/30/2007  REINTRODUCING CAILBA 
9/20/2007  COMPLIANCE, TOP TRENDS AND LESSONS LEARNED FROM MUTUAL FUND TRENCHES 
12/20/2007  REGULATORY UPDATE 
1/24/2008  CHLIA SEGREGATED FUNDS WORKING GROUP 
2/21/2008  CARRIE CONTRACT WORKING GROUP - UPDATE 
7/30/2008  CONTRACT REVIEW WORKING GROUP UPDATE 
9/25/2008  NATIONAL DO NOT CALL LIST