Insurance-Canada.ca Conference Topics and Speakers
Insurance-Canada.ca Conference Topics and Speakers
“Innovation: A Business and Technology Partnership”
Wednesday, February 27, 2008
Hosted by Insurance Canada
the premier Internet reference site for insurance in Canada
Media Sponsor: CI - Canadian Insurance Magazine
Canada's leading Insurance Magazine
Our fourth annual P&C Insurance Technology Conference will provide the information required for technology professionals to anticipate the changes in the business, and allow business professionals to understand the competitive advantage of innovative technology solutions, that cross the various disciplines within insurance organizations, with a focus on Distribution and Claims.
8:00 8:45: Registration and Coffee
Wayne Beck, Vice President, CGI
Wayne is the V.P. Consulting Services and CIO for the Insurance Business Services (IBS) division of CGI. In this role he is responsible for developing and delivering a range of services to the insurance industry. As the CIO for IBS Canada he is also charged with looking for ways to leverage technology for his own internal clients. Wayne has been active in the creation of CGI’s enterprise product strategy and creation of the "integrated insurance operation" direction. A key component of this strategy was to bring the INSideOUT product to the Canadian marketplace as well as the launching of CGI industry claims portal – SMART.
James (Jamie) Bisker, Global Insurance Practice Leader, Institute for Business Value, IBM Global Business Services
Jamie joined IBM Global Business Services IBV (Institute for Business Value) in October of 2004 and his major focus is on developing thought leadership for the global insurance industry. Specifically, Jamie's focus is on researching and describing the future state of the business climate for insurance.
Prior to joining IBM, Jamie worked for 5 years at TowerGroup in the Insurance Practice where he was most recently Director of Research. He has 28 plus years of experience in information systems with over 22 years in the insurance industry, including 14 years with the Nationwide Insurance Enterprise.
Kevin Campbell, President, Policy Works Inc.
When Kevin Campbell co-founded Policy Works with his father in 1991, the two had a vision to link brokers and insurers electronically, and a vision to provide brokers with a single tool to manage all of their commercial lines business.
For over a decade, Kevin has provided vision and guidance to his exceptional team to help make this vision a reality. Kevin believes that it is people, passion, and processes that make Policy Works the leading commercial management system in Canada.
Byron Cook, Vice President of Data Analytics, DriveCam
Bryon Cook leads DriveCam’s data analytics initiative. His duties include in-depth testing, analysis and development of optimization methodologies leveraging data from DriveCam’s global database of events reflecting risky driving behaviors across driver and vehicle types in commercial, consumer and government industry sectors.
With analytics, DriveCam is leading the Driver Risk Management revolution by leveraging driving behavior data to help fleets mitigate risk and directly impact their bottom lines while improving the overall safety of their mobile workforces.
Mr. Cook has researched, designed and developed 27 mission-critical B2B products over the past 12 years encompassing over 200 functional releases and 500 data updates in a multitude of environments including financial, insurance, and IT sectors. Mr. Cook previously served as Director of Product Management and Quality Systems at Mitchell International. He was in charge of product management, program management, marketing and quality assurance for the medical division. He also served as Director of Product Management for Equative, Inc. and Sr. Product Manager for HNC Software. Mr. Cook earned an MBA and a BS in Business Administration from Washington University in St. Louis.
Wendy Correoso, Director, Financial Services, Pitney Bowes MapInfo Canada
Wendy is a Sales Director at Pitney Bowes MapInfo in Canada. She has had responsibility for managing over thirty key client accounts within the finance and insurance sectors, including Aviva, Allstate, TD Canada Trust, Royal Bank, Allstate and Manulife Financial. With over 15 years experience in the location intelligence industry, she has detailed knowledge of predictive analytics and modeling to increase business profitability and performance. Wendy’s ability to think strategically and manage expectations helps clients develop location-based solutions to better manage their assets, risks and customers.
Brian Desmond, Vice President, Marketing – Guidewire Software
Guidewire Software, is a leading global provider of technology solutions to P&C and workers’ compensation insurers. As Vice President of Marketing, Brian Desmond is responsible for the development and execution of global marketing strategy, including demand creation, positioning, branding, public relations and product marketing.
Brian brings extensive experience in corporate and product marketing to the company. Prior to joining Guidewire, Brian served as Vice President of Marketing for PeopleSoft's Supply Chain solutions, where he led global marketing efforts for a division with $300M in annual revenue. Prior to PeopleSoft, Brian led marketing at Ketera Technologies, playing a key role in establishing Ketera as a leader in the “software as a service” space. Prior to Ketera, Brian served in a variety of product marketing roles at Ariba and Tradex Technologies (acquired by Ariba). Brian began his career at Accenture, and managed project teams implementing SAP R/3 at Fortune1000 companies.
Brian has a Bachelor of Commerce degree in Economics and Marketing from University College of Cork, Ireland.
Dave DiPetta, AVP, Business Evolution Strategy Team, Allstate Canada Group
Dave DiPetta is the Assistant Vice President of Business Evolution Strategy Team (BEST), and is accountable for the implementation of new claims, policy and customer management systems for Allstate Canada Group (ACG). In addition, he oversees the strategic process innovation, broker portal, and business intelligence programs, as the company migrates towards a fully integrated systems solution.
Dave joined ACG in 2004 as a Business Program Director in the enterprise Program Management Office. He has more than twenty-four years of valuable experience in the property and casualty insurance industry, designing and implementing technology based solutions from both company and vendor perspectives.
Prior to joining ACG, Dave had senior roles in information technology, marketing, and investments, for notable companies such as Royal SunAlliance and Fairfax Financial.
Dave is a Mathematics graduate from the University of Waterloo.
Pat Durepos, President, Keal
Pat has been an entrepreneur since high school. After completing his post secondary education, he started an insurance brokerage that went from $18k in commissions, eventually growing to the $5M range in a small 5000 population, rural community in Northern New Brunswick. This success was accomplished in great part because of Pat’s use and love of technology. The latter probably explains why and where he is now, managing the second largest Broker Management System firm in Canada, Keal Technology.
Pat’s views on the future of brokers heading into financial services, requiring state of the art, efficient technology and his expertise in the area technology serves, make him an ideal candidate to speak on the newest of Keal’s integrations: telephony and voice over internet protocol in a broker’s day to day workflow.
Christine Haeberlin, VP, Business Development, Innovation Group
Christine Haeberlin is the Vice President of Business Development for Innovation Group, responsible for sales, services, and client satisfaction in Canada. Innovation Group provides software and outsourcing services to the insurance industry.
Christine worked first hand in the business case development, project implementation, and ongoing support for the Innovation Group Innovation Claims Management software. She is currently working with Canadian insurers, and a team operating out of Toronto, to transform claims and policy processing, using innovative, business-process-enabled software.
Christine has worked in various technology support roles implementing property and casualty solutions for over twenty-five years. She was the General Manager for HUON Canada, a supplier of P&C software, for two years, until it was acquired by Innovation Group in June 2001.
Prior to HUON, Christine was employed by IBM Canada, where for over eighteen years she supported insurers in their selection and implementation of technology hardware and software solutions. She was responsible for leading the insurance practice in the professional services group.
Christine resides in Markham, Ontario with her husband, David and their two daughters, Jacqueline and Katherine.
David Hanley, Vice President, Insurance Systems Inc.
As Vice President of Insurance Systems Inc. (ISI), a leading policy administration solutions provider to the P&C insurance industry, David is responsible for managing and executing strategic technology projects for the company and its clients. He sits on the industry relations committee for the Insurance Accounting & Systems Association (IASA) and is a member of the Insurance Loss Control Association (ILCA).
Mr. Hanley is also a major supporter of entrepreneurship in Canada, sitting on various University campus boards of Advancing Canadian Entrepreneurship (ACE) and Students In Free Enterprise (SIFE). David holds a Bachelor’s Degree in Business Administration from Wilfrid Laurier University.
Kimberly Harris-Ferrante, Research Vice President, Gartner Inc., Insurance Industry Advisory Services
Kimberly Harris-Ferrante is a Research Vice President in Gartner Research, where she is responsible for monitoring the business and technology trends within the global property and casualty and life insurance industries. She specializes in strategies and technologies to support distribution, customer relationship management, exception-based underwriting, policy administration, claims management and administration, business process management, and back office processing and optimization, as well as strategies around improving insurance IT architectures using services oriented architectures and business process management. She is an active participant in Gartner’s outsourcing community where she leads on trends and best practices in IT outsourcing and business process outsourcing in the industry.
Ms. Harris-Ferrante has been an insurance analyst with Gartner since 1998 and has been active in the research field since 1992 in areas such as social sciences, healthcare, law and information technology. In these positions, she supported quantitative research projects, including focus group support, survey creation, data entry, programming, statistical analysis, and report writing.
Ms. Harris-Ferrante earned a bachelor's degree in psychology from the University of North Carolina at Chapel Hill and a master's degree in sociology from East Carolina University. She has completed coursework for a Ph.D. at North Carolina State University. Her key areas of concentration included research methodology and statistics.
Doug Johnston, Vice President Partner Relations and Product Innovation, Applied Systems, Inc.
Doug joined Applied Systems in 1985 and has taken an active role in the product design and development of broker management systems, comparative rating software, insurance company systems and broker-company interface. In 1992, Doug helped in the creation of Applied Systems' Company Products Division, offering products and services exclusively to insurance companies.
In 1999, Doug spearheaded the industry's embracement of Internet-based Web services for real-time insurance transactions. Doug is one of the industry’s biggest advocates of CSIO and ACORD XML standards as the basis for the real-time interface movement, promoting their benefits and value.
Irv Kantar, Carrier Relationship Manager, Applied Systems, Inc.
Irv joined Applied Systems in January 2007 as Carrier Relationship Manager. In this role, he works with insurance carriers to help them understand how agents and brokers use their Applied Systems products in their agencies. He also assists carriers realize greater value with their relationships with agencies by leveraging Applied services including interface, consulting, education, and support.
Irv is a long time participant in the ACORD standards process, the IIABA’s Agents Council for Technology (ACT), and the ACORD User Group Information Exchange (AUGIE). He also has extensive experience with numerous carriers, IVANS and Applied Systems in all aspects of interface from download to real time. Irv came to Applied Systems from The Main Street America Group where he was their Agency Automation Manager.
Andrew Kirk, Industry Manager, Vaisala Inc.
Andy Kirk joined Vaisala in September 2004 as a Regional Account Executive for the Insurance Industry. He is responsible for the development, growth, and maintenance of the western US and Canada and is focused on the marketing and support of STRIKEnet lightning claim verification reports, lightning continuing education, and lightning safety education.
Prior to joining Vaisala he focused his work on new business development and marketing in the GPS and Data Communications Industry.
Andy received his Bachelor of Arts in History from West Virginia University in 1993.
Donald A.J. Kunkel, Assistant Vice President of Business Development, Medisys Health Group
Donald Kunkel is in charge of business development for Medisys’ Independent Medical Assessments division (IMA). He leads the development, marketing and sales of Medisys’ IMA products and services. He also manages the sales and marketing staff for Medisys’ IMA operations in Ontario and British Columbia.
Mr. Kunkel began his career in claims adjusting. He moved into product development and marketing, focusing on medical assessments for insurers as well as for industrial and corporate clients. His experience in this area spans almost two decades.
Rob McDougall, President, Upstream Works
Rob McDougall, president and co-founder of Upstream Works has been a catalyst for change within the Call Center industry for many years. With Upstream Works, he developed a successful business model that provides technology solutions to many high profile customers. He continues to be a force for ongoing strategic business development throughout the organization. Rob is the author of many of Upstream Works’ White Papers.
Prior to the creation of Upstream Works, Rob held the role of R&D Director for TSB International/Telco Research, where he was responsible for product development and the tactical direction of InterLynx CT, which was renamed and ultimately evolved into Upstream Works’ core product “eMedia CMAS”. In his distinguished 20 year career, Rob also served as the Product Development Manager for Perle Systems Ltd. He graduated as an Electrical Engineer from the University of Western Ontario.
George Nelson, Insurance Technical Strategist, Worldwide Financial Services Group, Microsoft Corporation
George is Microsoft’s Industry Technology Strategist responsible for the insurance industry worldwide. His duties are to provide the technical underpinning to help give Microsoft’s products an industry perspective. His work includes key functions such as technical aspects of Microsoft’s Insurance strategy, industry architectures, solution management, partner alignment, community building, as well as working with standards bodies such as ACORD.
George has been at Microsoft for 13 years and spent much of that time working with many of the Microsoft’s Financial Service ISV’s and SI partners as a Architect. He has helped these customers architect new systems, develop 3-5 year roadmaps, integrate with their legacy systems and provide prescriptive guidance on how to best develop on Microsoft’s platform. He has also helped many of these customers develop and deploy Mission critical applications and solutions on the Microsoft platform across data centers around the world. He has literally worked with 100’s of solutions across financial services and spent his early years prior to Microsoft in lead development roles at various companies designing and developing HR, healthcare, accounting and workflow systems.
Wayne Nykyforchyn , President, Allegient Systems
Wayne joined Allegient Systems in 1999, bringing with him over 20 years of management experience, including senior management roles with leading insurance industry outsourcing and software companies, including ADP, CGI (ISI Systems), Xerox and IBM.
His claims knowledge has been instrumental in leading the Allegient team in the design and development of their market leading claims eBilling solution – The Expense and Performance Management Suite. While at ADP, he played an influential role in developing and delivering state-of-the-art business process outsourcing services and software products to support ADP's claims solutions. His accomplishments include the design and implementation of Pen Pro, ADP's successful auto and property damage estimation product and he was a member of the acquisition team of Integrated Medical Solutions, a leading provider of medical bill review services to the P&C industry.
Wayne is a graduate of Ryerson University in Toronto.
Dave Patrick, Vice President Business Development, iter8 Inc.
Dave Patrick joined iter8 in 2007 as the Vice President of Business Development responsible for iter8’s expansion into the US and for sales into specific Canadian insurers. Formerly Dave was CEO at the Centre for Study of Insurance Operations (CSIO). From CSIO Dave brings valuable experience to iter8 in the area of standards implementation, the value of standards, and the potential for efficiency and service gains in the broker insurance distribution channel. Prior, Dave was SVP at CGI responsible for the Insurance Solutions and Services practice.
Ismail Pishori, Vice President, Financial Services Marketing, TELUS
As Vice President, Financial Services Industry Marketing, Ismail brings an impressive wealth of industry experience and knowledge to this role. Ismail develops and champions the financial services industry vertical marketing strategy and take-to-market plans, creates and drives thought leadership in strategic areas for the vertical, leverages current capabilities and solutions that exist within TELUS, and position them in the vertical. Working with the Product Management and Solutions Development teams, Ismail drives vertical solutions from ideas into action.
Ismail is a fifteen-year IT industry veteran – mostly focused on the financial services industry - with management, sales, marketing, business development, solution development, corporate development, merger integration, and alliance management experience. Most recently, he was Worldwide GM, Financial Markets Segment, Financial Services Industry, at Hewlett-Packard.
Ismail holds an MBA from the Richard Ivey School of Business, an Industrial Engineering degree from the Technical University of Nova Scotia, as well as a diploma in Engineering from Dalhousie University.
James R. Swayze, President and Chief Executive Officer - Symbility Solutions Inc.
President and Chief Executive Officer of the Corporation since May 31, 2004.
Mr. Swayze was previously the President of Insource Limited, a consulting firm dedicated to financial services marketing, owned by GE Capital. In 1997, Mr. Swayze concurrently held the position of Senior Vice-President, Business Development of GE Employers Reassurance Canada (GE ERC) and in 2000 he was appointed Vice-President, Sales & Marketing, North America for the United States parent company of GE ERC.
Peter L. Walker, Executive Vice President - Munich Reinsurance Company of Canada and Temple Insurance Company
Mr. Walker has strategic and management responsibilities for the Information Services, Human Resources, Office Services and Real Estate departments within Munich's Canadian non-life operations.
Peter joined the Munich Re in 1978 in the Information Services department and subsequently assumed positions of increasing authority. He has over 29 years of experience in the insurance industry and a broad base of both technical and management experience.
Mr. Walker is an alumnus of the University of Toronto with a Bachelor of Science degree with a major in Computer Science, is a Fellow of the Insurance Institute of Canada and also holds the Information Systems Professional and Canadian Risk Management designations.
Michael Wright, Vice President of Business Development, Brovada
Mr. Wright has been with Brovada since May of 2006. He has been instrumental in the growth of their flagship product Nexisys as well as working to continually evolve Brovada’s product suite.
Mr. Wright holds both a Bachelor of Business Administration as well as a Bachelor of Computer Science from the University of New Brunswick. Prior to joining Brovada, he spent the previous 7 years as a consultant in the Telecommunications and Healthcare Verticals.
Hosts and Moderators
Patrick Vice, Director - Information Technology, Frank Cowan Company Limited.
Patrick has over 20 years experience enabling technology and electronic commerce in the risk management and insurance communities. For a more extensive biography.
Doug Grant MBA CIP, Consultant, Insurance-Canada.ca
As a keen analyst of computer and networking evolution for more than thirty years, and the opportunity and impact on the insurance industry, frequent industry speaker, columnist, and consultant. Doug is cognizant of the changes that are occurring in the Internet insurance world. As a principal in the Insurance-Canada.ca Web site, he brings a unique perspective to the session. For a more extensive biography.
Patrick and Doug will be hosts of the seminar and will welcome and set the stage, build the links between topics, and then provide conclusions and points to ponder at the end of the session.
(Examples will be used throughout)
Questions? call Doug Grant 416-921-7756 or email at firstname.lastname@example.org
See a list of our Previous Seminars.