FSRA Exchange 2023
Please join the Financial Services Regulatory Authority of Ontario (FSRA) and a great line up of guest speakers and panelists for the second annual cross-sectoral FSRA Exchange event. This year you have a choice to attend in-person or virtually.
Special speakers include: The Honourable Peter Bethlenfalvy, Minister of Finance; FSRA’s Board Chair, Joanne De Laurentiis; and FSRA’s CEO, Mark White.
The general morning session for all FSRA regulated sectors includes a chat with FSRA CEO Mark White, a Consumer Protection Panel and a Principles Based Regulation Panel. You have a choice of afternoon sessions focused on specific sectors: Property and Casualty Insurance; Credit Unions and Insurance Prudential; Mortgage Broker; or Pensions.
Date: January 19, 2023
Start time:
8:00 a.m. In-person continental breakfast
8:30 a.m. Meeting begins for both in-person and virtual attendees
In-person (sold out):
Cost: $120
Location: Sheraton Centre Toronto Hotel
123 Queen St W, Toronto, ON M5H 2M9
Virtual:
Cost: $70
Location: If you register to attend virtually, we will send you a link closer to the date.
Register now
Note: if you are a consumer and would like to attend, there is no charge. A definition of a consumer is anyone who is not employed by the financial services industry or providing services to any financial service company or organization. If you are a consumer, please email [email protected].
January 19, 2023 FSRA Exchange
Sheraton Centre Downtown Toronto / Virtual
|
Time |
|
|---|---|
|
8:00 a.m. |
In-person – continental breakfast outside room in lobby |
|
8:45 a.m. |
General session begins |
|
8:45 a.m. – 8:55 a.m. |
Welcome by host, Judy Pfeifer, Chief Public Affairs Officer (see bio) |
|
8:55 a.m. – 9:05 a.m. |
Greetings from FSRA’s Board Chair, Joanne De Laurentiis (see bio)and Introduction of Minister’s Greetings and Remarks by Parliamentary Assistant. |
|
9:05 a.m. – 9:10 a.m. |
Video Greetings from The Honourable Peter Bethlenfalvy, Minister of Finance (see bio) |
| 9:10 a.m. – 9:15 a.m. |
Remarks by Stephen Crawford, Parliamentary Assistant to the Minister of Finance (see bio) |
|
9:15 a.m. – 9:20 a.m. |
Introduction of FSRA CEO |
|
9:20 a.m. – 10:15 a.m. |
Fireside Chat with Mark White, FSRA CEO (see bio)Moderated by: Professor Poonam Puri (see bio) Professor of Business Law & Corporate Governance and Co-Founder and Director of the Osgoode Investor Protection Clinic, Osgoode Hall Law School, York University |
|
10:15 a.m. – 10:25 a.m. |
Break (10 min) Refreshments in lobby/ Virtual break |
|
10:25 a.m. – 10:30 a.m. |
Introduction to next session |
|
10:30 a.m. – 11:05 a.m. |
How to Reach, Engage and Protect Today’s and Tomorrow’s Consumer – for Regulators and IndustryFacilitator: Laura Tamblyn Watts (see bio) CEO of CanAge; Assistant Professor in the Factor Inwentash Faculty of Social Work, University of Toronto; Chair of FSRA’s Consumer Advisory Panel Panelists: Stephen Sargeant (see bio) Founder, Chief Web3 Officer Airdropd
Juan Carlos Izaguirre (see bio) Senior Financial Sector Policy Specialist, CGAP World Bank Group
Supriya Syal Ph.D. (see bio) Deputy Commissioner, Research, Policy and Education Financial Consumer Agency of Canada |
|
11:05 a.m. – 11:15 a.m. |
Break (10 min) |
|
11:15 a.m. – 11:20 a.m. |
Introduction to next session |
|
11:20 a.m. – 12:00 p.m. |
Effective Governance and Oversight in a Principles Based Regulatory RegimeFacilitator: Jordan Solway, Executive Vice President, Legal and Enforcement (see bio) Panelist: Dr. Cristie Ford (see bio) Professor, Allard School of Law The University of British Columbia
Gale Rubinstein, (see bio) Counsel, Goodmans LLP Chair, Board of Trustees, University Pension Plan
Tom Vandeloo (see bio) Chair of the Board of Directors, DUCA Financial Services Credit Union
Peter Stephenson (see bio) Partner, Hugessen Consulting |
|
12:00 p.m. – 12:05 p.m. |
Closing Remarks Mark White, CEO, FSRA (see bio) |
|
12:05 p.m. – 12:45 p.m. |
Lunch in Lobby or Virtual break |
|
12:45 p.m. – 12:55 p.m. |
Attendees make their way to the various Breakout Rooms for the afternoon sessions/ Virtual log-in open |
|
12:55 p.m. – 1:00 p.m. |
Introduction in each breakout |
|
1:00 p.m. – 1:45 p.m. |
Breakout Sessions … In conversation with
Session #1 – Engaging Pensions Plan MembersLearn about leading practices in pension plan member communications and engagement. Sneak peek of what FSRA is planning for Ontario’s first Pension Awareness Day on Feb. 16, 2023
Facilitator: Caroline Blouin (see bio) FSRA Executive Vice President, Pensions
Panelists: Jesusa Chow Vice President of Member Experience OPTrust
George Turpie, Senior Vice President, Group Retirement Savings and Investments Canada Life
Kim MacPherson Chief Executive Officer Toronto Electrical Industry Benefits Administrative Services (TEIBAS)
Session #2 – Auto Rate & Underwriting Regulation Reform: Fairness in Auto InsurancePanel discussion about fairness in auto insurance and why fairness matters for consumer protection.
Facilitator: Brian Sullivan Editor and Owner at Risk Information Inc.
Panelists: Roosevelt C. Mosley Jr Principal And Consulting Actuary Pinnacle Actuarial Resources
Carole Piovesan Co-Founder INQ Law and INQ Consulting
Tim Bzowey (see bio) FSRA Executive Vice President, Auto/Insurance Products
Session #3 – Governance and risk-based supervisionPanel discussion about preparing Credit Unions for the Future. The discussion will focus on governance and risk based supervision.
Facilitator: Mehrdad Rastan (see bio) FSRA Executive Vice President, Credit Union and Insurance Prudential
Panelists: Jay-Ann Gilfoy CEO, Meridian Credit Union
Pierre Dorval CEO, CP Alliance
Anthony Piscitelli Your Neighbourhood Board Chair
Session #4 – Mortgage BrokeringElevating the Professionalism of the Mortgage Brokering Sector
Facilitator: Antoinette Leung FSRA Head, Financial Institutions and Mortgage Brokerage Conduct
Panelists: Veronica Love Chair of Mortgage Professionals Canada
Sadiq Boodoo President
Huston Loke (see bio) FSRA Executive Vice President, Market Conduct
Hali Noble SVP Broker Relations |
|
2:00 p.m. – 2:45 p.m. |
Session #5 – Life & Health InsuranceFSRA Priorities for Life & Health Insurance
Fireside Chat with: Huston Loke, (see bio) FSRA Executive Vice President
Erica Hiemstra, FSRA Head, Insurance Conduct
Swati Agrawal, FSRA Director, Life and Health Insurers |