2011 Conference: Topics and Speakers

“Business Results Through Informed Action”
2011 Insurance-Canada.ca Technology Conference

Toronto Sheraton Centre – Monday, February 28th, 2011

ICTC2011 was held Monday, February 28, 2011.
ICTC2012 will be held Monday, March 5, 2012.

Business Results Through Informed Action: Conference logo breakdown

2011 Conference Overview
Topics & Speaker Details

Agenda at a Glance (PDF)
Photos from the conference

Conference Topics and Speakers - Summary

RIBO Hours: 6.5 Management Category

7:30 - Registration and Coffee

8:30 - Introduction

Welcome
- Patrick Vice, Director - Information Technology, Frank Cowan Company Limited.

8:45 - Leadership Panel

Leadership Panel: Objectives, Issues, and Opportunities 2011
Panellists:
- Dale Avis, Vice President and Chief Information Officer, Crawford and Company (Canada)
- Colin Smith, SVP and CIO, The Economical Insurance Group
- Rick Orr, President-Elect, Insurance Brokers Association of Ontario
- Jack Ott, SVP and CIO, Intact Insurance Financial Corporation
Moderator:
- Patrick Vice, Director - Information Technology, Frank Cowan Company Limited

9:30 - Leadership Sessions (Set 1)

"Powerful Interaction Points: Connecting With Customers" (Details)
- Christian Bieck, Global Leader, Insurance Practice, IBM Institute for Business Value, IBM Global Business Services

"Overcoming the Legacy System Barrier" (Details)
- Vic Guyan, Chief Strategy Officer, Accenture Inc.

"Claims Operations; Leading the Corporate Charge to Performance Excellence -- Who Me?" (Details)
- Karen Pauli, Research Director, TowerGroup

10:20 - Networking Break

10:40 - Focus Sessions (Set 1)

"Broker Technologies Special Report: The Road To Better Broker-Carrier Collaboration" (Details)
- Gordon Alexander, Insurance Industry Architect, IBM Canada

"Developing a P&C Analytics Framework: How Insurers Around the World are Applying Analytics to Solve Business Challenges" (Details)
- David Hartley, Director of Insurance Solutions, SAS

"Your growth needs to be organic; shouldn't your CRM be organic, too? Leveraging Cloud to Grow your Business." (Details)
- Tony Jacob, Director, Industry Solutions, Insurance, Worldwide Financial Services, Enterprise & Partner Group, Microsoft Corporation

"IT Benchmarking and Accountability" (Details)
- Rob Garmaise, VP - Research and Product Strategy, Info-Tech Research Group Inc.

11:30 - Focus Sessions (Set 2)

"Enhancing Customer Communications with Analytics: Study Results" (Details)
- Mark Breading, Partner, SMA Strategy Meets Action

"Technologies that Make a Difference in Insurance" (Details)
- Christina Colby, Vice President, Global Business Intelligence Leader for Insurance, Capgemini

"Road Map For Strategic Exploitation Of Insurance Business Information" (Details)
- James Barber, North American Sales Director, P&C Data Warehouse Solutions, Information Builders

12:15 - Networking Lunch & Exhibits

1:15 - Showcase Sessions (Set 1)

"Commercial Lines: What's Next? (Part 1)" (Details)
- Doug Johnston, Vice President Partner Relations and Product Innovations, Applied Systems, Inc.

"Modeling Product Definition: Model-Driven Development in Insurance Automation" (Details)
- Andrew Yohn, Chief Technology Officer, Duck Creek Technologies

"ITV Actionable Intelligence" (Details)
- Jeff Sutton, National Director, iClarify
- Panelists: Colin Smith, Economical; Matthew Turack, CAA

"Software Search and Selection for Insurance: a Best Practice Approach" (Details)
- Bill Garvey, Principal, Eastern Shore Consulting
Sponsored by Sapiens

1:50 - Showcase Sessions (Set 2)

"Commercial Lines: What's Next? (Cont'd with Panel)" (Details)
- A vendor and carrier panel to be announced

"Relevance of Cloud Computing and SaaS to Core Insurance Systems Implementations" (Details)
- Philippe Lafreniere CIP, VP Insurance Solutions & Field Marketing, Exigen Insurance Solutions

"Simplify, Optimize and Secure every Stakeholder Communication" (Details)
- Lorne Gladstone, Managing Partner & CTO, Centtric Marketing Systems

"Maximizing Data Quality to Build Profitable Customer Relationships" (Details)
- Navin Sharma, Director Global Product Strategy, Data Quality, PBBI

"Claims Vendor Management: Expense Management versus Best Practices. What's the difference?"(Details)
- Wayne Nykyforchyn, President, Allegient Systems

2:25 - Showcase Sessions (Set 3)

"Top Technology Trends to Make Brokers More Competitive " (Details)
- Pat Durepos, President, Keal Technology

"New Business Upload - Portal-Free Efficiency" (Details)
- J.R. (Bob) Tisdale, President, Pembridge Insurance
- Charles Samolczyk, Vice President - Product Sales, Brovada

"Why Policy Administration Replacement Projects Succeed or Fail" (Details)
- Neil Betteridge , Director - Product Marketing, Guidewire Software, Guidewire Software

"Interactive Channels for Insurance Carriers: Making the transition" (Details)
- Greg Black , Principal - Insurance, HCL

"Effective Risk Decisioning using Location Based Perils and Scorecards" (Details)
- Arthur Berrill , VP Product Development, DMTI Spatial

2:55 - Networking Break

3:15 - Leadership Sessions (Set 2)

"The Social Web and Insurance: Lessons Learned And How to Find Success With Social Networking" (Details)
- Rick Morgan, VP - New Media, Aartrijk

"Clearing the Air: SaaS and Clouds" (Details)
- Donald Light, Senior Analyst, Celent

"Is Data Addiction Fulfilling Your Information Needs? Building Fact-Based Decision Environments In Insurance" (Details)
- Mark Gorman, CEO & Founder, The Gorman Group

4:05 - Keynote

"Balancing Tradition and Innovation: The Evolving Insurance Market" (Details)
- Kimberly Harris-Ferrante, Vice President and Distinguished Analyst, Gartner

4:50 - Closing Statements

Conclusions and Close
- Doug Grant, Insurance-Canada.ca

5:05 - Networking Reception & Exhibits

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. See a more extensive biography.

Doug Grant MBA CIP, Consultant, Insurance-Canada.ca

A keen analyst of computer and networking evolution for more than 30 years, Doug is cognizant of the changes that are occurring in the Internet insurance world and their impact on the industry. As a frequent industry speaker, columnist and consultant, as well as a principal in the Insurance-Canada.ca Web site, he brings a unique perspective to the session. Read a more extensive biography.

Patrick and Doug will be hosts of the conference 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.

Leadership Panel

"Leadership Panel: Objectives, Issues, and Opportunities 2011"
panellists:
- Dale Avis, Vice President and Chief Information Officer, Crawford and Company (Canada)
- Colin Smith, SVP and CIO, The Economical Insurance Group
- Rick Orr, President-Elect, Insurance Brokers Association of Ontario
- Jack Ott, SVP and CIO, Intact Insurance Financial Corporation
moderator:
- Patrick Vice, Director - Information Technology, Frank Cowan Company Limited

Modern Technology, Social Media, Business Intelligence: Are these the best or worst of times for technology in the insurance industry in Canada?

Consider:

This panel - consisting of senior managers on the technology and user side - will discuss the tough issues they face at the intersection of technology and business. You will have your opportunity to pose questions to our experienced panelists at the session and throughout the day. Grab a coffee and join the conversation early.

Dale Avis, Vice President and Chief Information Officer, Crawford and Company (Canada)

Dale Avis

Dale brings a solid base of more than 30 years of experience in information systems and technology, business management and planning, operations, process optimization and financial analysis to this leadership role.

A graduate of the University of Western Ontario's Business School and a Chartered Insurance Professional (CIP), Dale joined Crawford in 1999.

During his career he has held senior management positions in fields such as information systems and technology, project management, operations, procurement and financial control.

Colin Smith, Senior Vice President and Chief Information Officer, The Economical Insurance Group

Colin Smith

Colin applies more than 17 years of experience in business planning, execution, operations and information technology to this leadership role.

Colin brings an interesting perspective to the business of technology in the insurance industry, having spent much of his career building, integrating and managing businesses that served the industry, and now holding a strategic business/technology position in an insurance company. During his career he has held the positions of CEO, COO, and CIO at several insurance related corporations. Throughout, Colin has consistently driven profitable growth through the motivation and engagement of people and the application of technology to business.

Colin holds a Bachelor of Mathematics from the University of Waterloo.

Rick Orr, President-Elect, Insurance Brokers Association of Ontario

Rick Orr

Rick joined Orr Insurance Brokers in 1992. Along with his brother Jeff they are fourth generation owners of Orr Insurance Brokers Inc. in Stratford.

Rick is active in both the industry and the community. He is President-Elect of the Insurance Brokers Association of Ontario, a board member of CSIO and a member of the IBAC Technology Committee. He also sits on a number of local boards including the Hospital and the Parks Board.

He believes that technology is critical to the future success of the independent insurance brokerage distribution system. Rick believes that companies cannot compete based on their ability to transmit data with their brokers. We all need to work together to achieve a meaningful solution.

Jack Ott, Senior Vice President and CIO, Intact Insurance Financial Corporation

Jack Ott

Jack Ott is the Senior Vice-President and Chief Information Officer at Intact Financial Corporation. Prior to his appointment, he was Vice President of Applications Development. He was responsible for providing IT services to the company’s Central and Atlantic Region, as well as supporting national systems for Claims, Commercial Lines, Personal Lines and Data Warehousing.

Prior to its acquisition, Mr. Ott was Senior Vice President and CIO of Allianz Canada. He joined the company in 2005 and played an important role in the successful integration of the Information Technology teams of the two companies. He has overseen the implementation of a new Claims system at Intact and championed the development of key projects to support Intact’s distribution strategy.

Previously, Mr. Ott worked in the Information Technology group at Munich Reinsurance (Canadian Life Branch). There he progressed through various leadership roles before assuming overall responsibility for IT in 1991. In 1997 he moved to Allianz Canada.

He is a graduate of the University of Toronto and studied Business Administration at Ryerson Polytechnic University. He is active in the community and served on the Foundation Cabinet of George Brown College.

Patrick Vice, Director - Information Technology, Frank Cowan Company Limited

Patrick Vice

Patrick has more than 20 years of experience enabling technology and electronic commerce in the risk management and insurance communities. He presently serves as Director - Information Technology for the Frank Cowan Company Limited, Canada's premier provider of public entity risk management and insurance services, where he carries management responsibility for all information technology development, infrastructure, and support. Prior to his current role, Patrick held positions of increasing scope and responsibility with insurance companies, consulting firms, and technology solution providers.

Patrick is a founding partner of Insurance-Canada.ca. Patrick holds a Bachelors of Arts and a Masters of Public Administration. Both degrees were taken at Wayne State University in Detroit, Michigan.

Leadership Sessions 1

"Powerful Interaction Points: Connecting With Customers"
- Christian Bieck, Global Leader, Insurance Practice, IBM Institute for Business Value, IBM Global Business Services

When thinking about how to connect with consumers, insurers — and consultants — often talk about the "channel strategy," but this terminology is indicative of the problem. A "channel" infers a one-way communication from insurer to customer, and today's customers don't think that way. If insurers are serious about getting closer to their customers, they should forego conventional "channel" strategy development and instead focus on quality interactions.

The IBM Institute for Business Value (IBV) surveyed more than 21,000 consumers in 20 countries worldwide to find out how they actually interact - and want to interact - with their insurance providers. This study was the largest ever done for insurance by the IBV. The presentation will focus on main findings and discuss what the elements of a successful interaction strategy are and how to get there.

Christian Bieck, Global Leader, Insurance Practice, IBM Institute for Business Value, IBM Global Business Services

Christian Bieck

Christian Bieck is the global leader of the Insurance Practice of the IBM Institute for Business Value (IBM Global Business Services). In this role, he conducted extensive research and authored several papers on trends and implications in various areas of insurance.

Starting his career in 1993, Christian learned the insurance trade at Allianz Life Insurance in Stuttgart, Germany, filling a broad range of roles from programming corporate pensions schemes to selling personal insurance. He joined IBM in July 1999 as an account partner and process consultant. He gradually moved to more international roles, joining the IBM Institute for Business Value in 2006.

Christian is a frequent speaker on thought leadership and innovation at insurance events and workshops globally.

"Overcoming the Legacy System Barrier"
- Vic Guyan, Chief Strategy Officer, Accenture Inc.

There is no doubt that virtually all companies will have to replace their core systems at some point in the future. The questions are "When?" at "What risk and cost?" and "How do I launch these projects and still sleep at night?" As companies ponder replacing their core systems, they are faced with a daunting challenge of highly complex projects with significant risk and high potential for significant cost overruns. Vic will lead a discussion on the fundamentals for replacing core systems. He will draw upon personal experience to list the characteristics essential for a successful project, including steps that senior executives can take to increase the likelihood of success.

Vic Guyan, Chief Strategy Officer, Accenture Inc.

Vic Guyan

Mr Vic Guyan has more than 25 years of experience working with Property and Casualty Policy Administration and Claims solutions in North America. He is currently responsible for leading Accenture’s P&C software assets in the role of Chief Strategy Officer and lead solution designer.

Prior to joining Accenture, Vic ,held several senior executive positions at Chubb Group of Insurance Companies as VP Personal Lines Policy Administration, VP & Commercial Automation Manager and VP Claims Administration; and at Progressive Insurance Company as Regional Claims Manager, Ohio Casualty as Branch Claims Manager and Safeco Insurance company as Claims Office Manager.

Throughout his career Vic has personally experienced the trials and tribulations of large-scale solution implementations and has gained considerable insights into the keys for success. Vic is also at the forefront of leading edge technologies and innovative solutions for P&C Policy Administration and Claims solutions.

"Claims Operations; Leading the Corporate Charge to Performance Excellence -- Who Me?"
- Karen Pauli, Research Director, TowerGroup

Far more than any other part of the organization, claims operations posses the unique opportunity to cement a positive relationship between the consumer and the carrier. Yet, pulling on this goal is complexity, regulation, strained resources, and the ever present need to reduce costs. Many claims organizations have invested in modern claims administration systems. This is good – but it is only the first step in transforming a claims operation from competent to a competitive differentiator. Claims executives and managers can be the catalyst for a new and better over-all insurance organization. This session will focus on:

  • Where within claims processes are claims leaders seeking to gain new outcomes.
  • What technologies form the base upon which claims organizations can build sustainable capabilities.
  • How data, analytics, and models can transform claims operations and generate significant bottom-line financial improvement.
  • And who is going to pay for all this?!

In this presentation, Ms. Pauli will draw on extensive research and analysis she directed for TowerGroup on the current state of claims processes and technologies; desired future states as articulated by claims practitioners and executives, and best practices in place to build the desired futures.

Karen Pauli, Research Director, TowerGroup

Karen Pauli

Karen is a research director in the insurance practice at TowerGroup. She specializes in property/casualty insurance covering a wide range of topics with a focus in underwriting, claims, distribution, predictive analytics, core systems, catastrophe management, regulatory issues, and business optimization. In addition to property/casualty, Karen also covers life/annuity operations. Karen has been with TowerGroup since 2006.

Before joining TowerGroup, Karen was assistant vice president at OneBeacon Insurance, formerly Commercial Union. She directed several development projects around automated underwriting, predictive technologies, and agency point of sale functionality. Additionally, she headed up product development projects, legislative compliance efforts, and underwriter training. Prior to Commercial Union, Karen was in the home office of Crum & Forester where she headed up the underwriting audit function, establishing measures and conducting field reviews. Additional assignments took her into the development of agency management tools and claims technical consultant. Karen’s career at Crum & Forester started out as regional underwriting manager, responsible for profit and loss in 12 states and a staff of 100. Karen’s beginnings in insurance was at Safeco in personal lines underwriting, managing a team of underwriting professionals and responsible for territorial profitability.

Karen is a frequent speaker at industry events and is regularly quoted in industry periodicals. Karen graduated from Bradley University with a B.S. in history.

Focus Sessions 1

"Broker Technologies: The Road to Better Broker-Carrier Collaboration"
- Gordon Alexander, Insurance Industry Architect, IBM Canada

The business of insurance in Canada is changing. Brokers are facing increased competition, new industry regulations and higher expectations from policyholders are contributing to the rising pressures on collaboration between brokers and carriers. But are brokers and carriers willing to invest in changing the status quo and bring the innovation that needs to be made?

IBM, together with Canadian Insurance Top Broker magazine, engaged over a hundred industry participants including; carriers, brokers, and industry association members through survey and roundtable discussions to evaluate the perception of technologies used today and understand the impact of these challenges in creating business workflow efficiencies for the future.

In this session you will hear IBM's point of view on how the Canadian insurance industry can embody creative leadership, build operational dexterity and reinvent customer relationships. This will redefine how brokers and carriers collaborate to deliver insurance products by leveraging technology for real business benefits and help introduce new value-added services.

Gordon Alexander, Insurance Industry Architect, IBM Canada

Gordon Alexander

Gordon Alexander is an Industry Architect for Insurance within IBM Canada based out of Waterloo, Ontario. He has over 22 years of experience in the IT industry (12 years with IBM, 10 years working in IT for insurance and financial services). Gordon acts as a trusted advisor to his insurance clients by providing innovative thought leadership in the selection, architecture, development and recommendation of technology solutions and strategies to address business opportunities and challenges within the industry.

As an Industry Architect, he also authors Points of View on trends and directions that he sees among his various clients and areas of innovation for insurance. Gordon specializes in infrastructure architecture with a focus on the discipline of systems engineering and integration.

"Developing a P&C Analytics Framework: How Insurers Around the World are Applying Analytics to Solve Business Challenges"
- David Hartley, Director of Insurance Solutions, SAS

David will share best practices in developing a P&C analytics framework based on his 25 years of experience advising insurance companies around the world and running business analytical teams with P&C insurers in the UK. This presentation will discuss how insurers are harnessing their data assets in order to perform advanced analytics that enable fact-based decisions.

David Hartley, Director of Insurance Solutions, SAS

David Hartley

David Hartley is the Director of Insurance Solutions for SAS based in the UK but working for the SAS HQ in Cary, North Carolina, USA and has been with SAS for over nine years. Hartley is responsible for the direction and development of industry specific solutions for the insurance industry which includes pre defined packaged analytical applications suites and business intelligence architecture. The SAS Insurance Intelligence Solutions were launched in 2003 and now include solutions for customer intelligence, fraud detection and risk management solution as well as supporting actuarial and ratemaking operations. SAS now has customers for this business intelligence architecture and solutions in countries around the globe and with over 60 customers.

Hartley brings over 20 years of insurance experience to SAS. He was part of a small team that established LloydsTSB as the largest bancassurer in the UK. Prior to this he spent 7 years at Eagle Star (now part of Zurich Insurance) working on both central data repositories, the application of data intelligence (including customer intelligence, rate making and fraud detection) and running marketing teams, and was part of the management team that established their successful personal lines direct writer. In addition Hartley has worked as a consultant to over 70 financial services companies worldwide.

Hartley is a graduate in Business Studies from the University of Aston In Birmingham, England and is an Associate of the Chartered Insurance Institute of the UK, a Fellow of the Institute of Direct Marketing and also holds Diplomas from the UK’s Chartered Institute of Marketing and Marketing Research Society.

"Your growth needs to be organic; shouldn’t your CRM be organic, too? Leveraging Cloud to Grow your Business."
- Tony Jacob, Director, Industry Solutions, Insurance, Worldwide Financial Services, Enterprise & Partner Group, Microsoft Corporation

Do you buy a CRM system that’s defined for you? Or, do you buy one that works that way you work? When asked whether you want your CRM tailored, supported by data that you control, offered through the cloud, capable of supporting a mobile workforce on or off the road, or capable of delivering business insights, do you answer "all of the above?"

You want a CRM system that can help your producers deliver organic growth to your organization. It should look and feel like an insurance application, integrate into your existing systems, and deliver insights that read like an agent, broker, or adjuster speaks.

In soft market conditions, you need to maximize your opportunities for organic growth. You need to help your producers improve sales behaviors and service levels. You need improved customer insight. And you need a system your folks will use.

This session will highlight demos and customer stories from insurance companies that have turned CRM from a horizontal application into a vertical solution that fits their business and their business needs by leveraging Cloud computing. Learn how CRM is easy to adopt for agents, brokers and a mobile workforce; can be tailored with embedded insurance-specific workflows for broker relationship management, policy origination and renewal, and claims servicing; and can provide a 360 degree view of the customer, improved marketing campaign execution, and business intelligence for performance management. And, it can be deployed on premises, delivered from the cloud, or both.

Tony Jacob, Director, Industry Solutions, Insurance, Worldwide Financial Services, Enterprise & Partner Group, Microsoft Corporation

Tony Jacob

Tony Jacob, a veteran business development and marketing executive, is the director of industry solutions on the worldwide insurance industry team at Microsoft. Tony’s role includes working with key Microsoft product teams to help make those products more relevant to insurance customers, interacting directly with customers and partners to discuss Microsoft-based solutions to address market and technology trends in the insurance industry, researching new solutions opportunities, and advocating Microsoft products and technologies with external audiences. Tony’s specific focus areas include policy administration systems, underwriting workflow, CRM for call centers, agents and brokers, and claims servicing solutions for both property and casualty and life and annuity insurance carriers.

Prior to becoming an industry solutions director, Tony was a business development director guiding the relationships with a number of the larger independent solutions vendors in the insurance industry, and also the global industry marketing director for the financial services team, driving the global marketing strategy across the banking, insurance, and capital markets/ securities. He has worked with many key technology providers in the insurance industry including Accenture, Avanade, CGI, CSC, MajescoMastek, SunGard and many others.

Prior to joining Microsoft, Tony worked as a consultant specializing in research, market planning, and analyst relations. Past positions also include vice president for Microsoft accounts at communications firm, SS+K; and group director at Weber Shandwick. Before that, Tony served as a senior marketing specialist supporting NASA and Lockheed Martin. Tony holds a bachelor’s degree in journalism and a master’s degree in business administration.

"IT Benchmarking and Accountability"
- Rob Garmaise, VP - Research and Product Strategy, Info-Tech Research Group Inc.

Rob will be speaking about IT Budget & Staffing Trends in the Financial Services Industry. In this session, he will be examining how the recession and recent recovery have impacted IT budgets and cost reduction efforts. The focus will be on the Financial Services Industry at large, with trends for the Insurance Sector in particular.

Rob Garmaise, VP - Research and Product Strategy, Info-Tech Research Group Inc.

Rob is Senior Vice-President of Research and Product Strategy with Info-Tech. He brings over 10 years of experience in business consulting and HR Technology.

Previous to Info-Tech, Rob led change programs for Fortune 500 clients while serving as an Associate for McKinsey & Company. This work spanned a variety of industries, including Retail, Financial Services, Manufacturing, and Utilities.

Focus Sessions 2

"Enhancing Customer Communications with Analytics: Study Results"
- Mark Breading, Partner, SMA Strategy Meets Action

This session will reveal the results of a new research study investigating how Canadian insurers and brokers can leverage information and analytics to enhance communications with customers, leading to increased retention and increased wallet share. The session will identify the current state of analytics use for customer communications, assess insurers’ IT solutions required to support customer communications and analytics, determine insurer plans for IT investment in customer analytics solutions in 2011 and beyond, and determine broker needs and plans for improving customer communications.

Mark Breading, Partner, SMA Strategy Meets Action

Mark Breading

Mark has more than 25 years of insurance and information technology experience in a variety of leadership roles. He leads the research program at SMA and specializes in strategies for marketing, customer experience, and data and analytics.

He has held both technical and business roles in sales, consulting, marketing, and business strategy, including roles as IBM’s Global Insurance Strategist, Global Insurance Marketing Leader, and Director of Global Executive Conferences for insurance and banking. In these roles, he has advised C-level insurance and IT solution provider executives around the world.

"Technologies that Make a Difference in Insurance"
- Christina Colby, Vice President, Global Business Intelligence Leader for Insurance, Capgemini

With so many emerging technologies, where should carriers focus to deliver the best value for external customers and internal stakeholders? This session will focus on the latest trends and innovations that insurance companies around the world are applying to leverage the value of social media, web 2.0 and mobility tools to help them improve customer experience, grow revenues and improve operational efficiency. Additionally, Christina will explore the value that business intelligence tools and concepts like predictive analytics can be married with these new collaborative technologies to turn the reams of data that insurers possess into insights that can drive real business value. Ms. Colby will use real case study examples from not only her client involvement but also from the collective experience of her colleagues across Capgemini.

Christina Colby, Vice President, Global Business Intelligence Leader for Insurance, Capgemini

Ms. Colby leads the North America Insurance group for Capgemini’s Financial Services Business Information Management (BIM) practice. Christina has led and overseen a variety of information management engagements for insurers, from targeted information and performance management strategies and implementations to the leverage of those capabilities to achieve greater business benefit and reduce risk in large, transformational business programs. Christina’s strategic planning and implementation experience spans key areas of business information management, including data integration, data quality, governance and stewardship, metadata management, master data management, operational repositories, data warehousing, reporting, and analytics. She focuses on delivering high-value, forward-thinking capabilities for carriers across Property & Casualty, Life, and Health insurance. She managed the solution design and architecture of Capgemini’s accelerators for performance management (reporting and analytics) and key performance indicator (KPI) methodology for Property & Casualty insurers across claims, policy, and billing. She led the team to design an approach that incorporates best practices for operational, financial, and management reporting (utilizing lagging, leading, and co-incident indicators) and predictive analytics for policy and claims information domains.

Additionally, Christina developed and led an enterprise-wide data acquisition program for the global consumer banking and insurance businesses of a major financial services company for customer data integration. She participates on the Advisory Board for Capgemini Consulting and earned a bachelor’s degree in Business Administration from Carnegie Mellon University.

"Road Map For Strategic Exploitation Of Insurance Business Information"
- James Barber, North American Sales Director, P&C Data Warehouse Solutions, Information Builders

This session will describe how to deliver a business-driven practical plan to turn data from all lines into relevant insight for your executives, underwriters, actuaries, claims and marketing teams.

Using real-life insurance case studies, James will outline key steps, critical success factors, lessons learned, common reasons insurers stumble, and the business impact of quick success. A framework to help prioritize various business analytic investment areas will be provided, along with key capabilities and examples of a strong executive dashboard for insurance.

James Barber, North American Sales Director, P&C Data Warehouse Solutions, Information Builders

James Barber

With more than 20 years of experience in executive-solution selling, Mr. Barber now leads the sales efforts of Information Builders’ most complete vertical solution. This P&C solution has seen more than 100 percent growth for each of the last three years.

Mr. Barber helps North American insurers implement pre-built business intelligence and data management solutions in a way that stays focused on the business and provides real insight to executives, actuaries, underwriters, claims, and finance at the point of decision. This includes helping customers: assess their current environments, envision how information can better support changing business models, and build practical plans to get there. Additionally, Mr. Barber is responsible for the P&C solution’s go-to-market plans, collateral, and references. He is a thoughtful statesman and frequent speaker at P&C industry events extolling the business impact of attaining a single view to the P&C business.

Mr. Barber joined Information Builders in 1999 as an insurance account executive, leading research into insurance information delivery best practices. Prior to Information Builders, he worked for IBM for 10 years where he was responsible for large account sales. Mr. Barber holds a degree in Electrical Engineering from the University of Waterloo and an MBA from Wilfrid Laurier University.

Showcase Sessions 1

"Commercial Lines: What's Next? "
- Doug Johnston, Vice President Partner Relations and Product Innovations, Applied Systems, Inc.

The marketing of Commercial Lines insurance between independent brokers and carriers represents both tremendous challenges and tremendous opportunities.

The challenges we face are the result of decades of paper-based communication, proprietary websites, redundant broker and carrier workflows, and a general inefficiency in an end-to-end process. The antiquated workflows are too costly for both brokers and carriers, resulting in too little commercial lines business entering our independent broker distribution channel. Quite simply, we do not have an effective and efficient means for growing this critical part of our market place.

Our opportunity is to come together in a greenfield initiative, architecting the foundations and frameworks for a winning and lasting strategy. In order to do that, we need to discuss our current and future capabilities, agree upon the design and use of standards, create a framework for industry implementation, and agree to a process for cooperation.

A lot of work has already been done on all sides of these issues. Joining us in this discussion are some of the most respected individuals in our industry, representing carriers, vendors and standards. Listen and participate as we discuss the issues and opportunities facing carrier and vendors in delivering true commercial lines efficiencies to our broker partners.

"Modeling Product Definition – Model-Driven Development in Insurance Automation"
- Andrew Yohn, Chief Technology Officer, Duck Creek Technologies

The Model-driven approach is certainly not new. It began back in the 1980’s with Computer Aided Software Engineering (CASE) tools. Throughout its existence, the model-driven approach has been plagued by doubts of its true effectiveness. Many perceived its lofty goals as impractical. It was also generally believed to only be practical for huge product line engineering scenarios. More recently with improved technology and backing from the largest software vendors, model-driven development popularity has grown and is applicable to nearly any size project. The time is now to take advantage of these tools.

The configuration or design of an insurance product, particularly rating and underwriting rules, is an ideal use case for the model-driven approach. The innovators that fully harness the substantially improved set of tools available in this arena stand to gain order of magnitude improvements in productivity. For insurance product definition, this means market agility but the benefits of a model-driven approach don’t stop there. Establishing formal models for insurance products drives architectural quality and consistency. And finally, models and associated domain-specific languages offer a conduit for communication and collaboration between business stakeholders and IT.

Andrew Yohn, Chief Technology Officer, Duck Creek Technologies

Andrew Yohn

Andy is a co-founder of Duck Creek Technologies and is involved in the overall architecture and technical strategy of software applications and products. Andrew also spends significant time working with the sales team as the technical lead for sales support.

Andrew has been involved in software design and development for the insurance industry for over 22 years. Prior to Duck Creek Andy had a thirteen year tenure with AMS Rating Services. Andy holds a bachelor’s degree in Computer Science with minors in Mathematics and Music.

"ITV Actionable Intelligence"
- Jeff Sutton, National Director, iClarify
Panelists:
- Colin Smith, SVP and CIO, The Economical Insurance Group
- Matthew Turack, Director, Product, Pricing & Risk Management, CAA Insurance (Ontario)

The session will commence with a brief introduction of the visual and quantifiable intelligence provided by iClarify and how industry professionals can leverage this data to efficiently impact their business. A demo of the online property valuation tool will be used to showcase the various data offerings available in a single report. The session will demonstrate iClarify’s ability to run an insurance company’s entire policy book to determine, down to the individual policy number, which homes are underinsured and by how much.

The executive panel will discuss how this new technology has impacted the way the industry including insurers, brokers and the call centre/direct writer channel does business.

The presentation will include a Q & A session and a brief preview of how the service will continue to evolve in 2011 with iClarify Commercial and the integration of a Water Damage Score.

Jeff Sutton, National Director, iClarify

Jeff Sutton

Jeff oversees all aspects of the day-to-day operations of iClarify across Canada. He is responsible for the consistent enhancement of iClarify services along with the overall promotion of new business.

Jeff has provided information services and solutions to the Canadian Property and Casualty, Financial Services and Private Corporation market since 2000.

Jeff holds a Business Degree from the University of Western Ontario and is currently working towards his MBA designation.

Matthew Turack, Director of Product, Pricing and Risk Management for CAA Insurance (Ontario)

Matthew Turack

Matthew Turack, is the Director of Product, Pricing and Risk Management for CAA Insurance (Ontario). CAA Insurance Company (Ontario) was founded in 1974 and is part of CAA South Central Ontario. With over 1.7 million Members, CAA South Central is the largest CAA Club in Canada. CAA Insurance Company (Ontario) provides auto and property insurance to clients in Ontario and the Maritimes. With over 11 years progressive management experience, he led the development and implementation of advanced technologies which are enabling CAA to leverage business intelligence to improve production, while maximizing profitability and reducing the combined ratios in its insurance operations through targeted risk selection.

Matthew is a high-energy professional, possessing strong management and numerate skills with a focus on bottom-line profitability. Proactive in identifying opportunities and seeking creative but practical solutions to drive business results. He possesses proven business strategy development expertise and highly effective presentation skills. His exceptional leadership abilities motivate and inspire commitment within a team and across an organization.

Colin Smith, Senior Vice President and Chief Information Officer, The Economical Insurance Group

Colin Smith

Colin applies more than 17 years of experience in business planning, execution, operations and information technology to this leadership role.

Colin brings an interesting perspective to the business of technology in the insurance industry, having spent much of his career building, integrating and managing businesses that served the industry, and now holding a strategic business/technology position in an insurance company. During his career he has held the positions of CEO, COO, and CIO at several insurance related corporations. Throughout, Colin has consistently driven profitable growth through the motivation and engagement of people and the application of technology to business.

Colin holds a Bachelor of Mathematics from the University of Waterloo.

"Software Search and Selection for Insurance: a Best Practice Approach"
- Bill Garvey, Principal, Eastern Shore Consulting
- Greg Thornton, VP P&C Global Sales, Sapiens

Selecting software for your business, whether the software is a core system or a lesser component, is a major challenge. Not only can the selection process be time consuming and expensive, but at the end of the day, making a less than optimal choice can cost your business a lot in the future.

Bill will present a "best practice" approach to making the best choice, by touching on:

  • The pros and cons of an RFP vs RFI
  • How broad the vendor search should be and why
  • What Decision Criteria are right for you
  • Drafting requirements that get best responses from vendors
  • Demos - what to do and NOT to do
  • Value of a Bidder's Conference and when to conduct them
  • Proofs of Concept - planning for success
  • Selection Criteria - making the best choice
  • Contract negotiations - getting what's right for your organization

This session is sponsored by Sapiens and Bill will be introduced by Greg Thornton.

Bill Garvey, Principal, Eastern Shore Consulting

Bill Garvey, originally from Massachusetts, lives and works in Halifax, Nova Scotia. He runs his own insurance consulting firm after a successful 30 year career in the insurance industry. He received his undergraduate degree from the University of Massachusetts, and his Masters Degree from New England College.

Bill has worked for carriers across the United States, and held senior level management positions in Operations and Information Technology. Bill leads initiatives to search for and install industrial strength software, and has helped insurers change the paradigm for how they conduct software searches. He believes the true experts in this field reside within the vast knowledge of an insurance organization. His process taps that knowledge and uses it to make the most informed decisions. Bill provides more than software analysis. He has installed major insurance systems, often as an early adopter. He understands "buyer's remorse" and the complexities involved in acquiring operational software.

Bill knows the software vendors in the Property/Casualty and Life/Health space. Of Bill's search process, many vendors have said it was the most rigorous process they'd been through. Vendors and insurance clients have come to appreciate Bill's direct, honest and to-the-point style.

Showcase Sessions 2

"Commercial Lines: Panel"
- Doug Johnston, Vice President Partner Relations and Product Innovations, Applied Systems, Inc.

Panel discussion continued from the previous time period.

"Relevance of Cloud Computing and SaaS to Core Insurance Systems Implementations"
- Philippe Lafreniere CIP, VP Insurance Solutions & Field Marketing, Exigen Insurance Solutions

Insurance companies are paying close attention to the various applications of cloud computing for their enterprises, including core systems operations such as policy administration, billing and claims. Insurance CIOs recognize that cloud computing could provide a number of potential benefits for their companies, including better economies of scale, elastic scalability, more flexible sourcing options and more efficient use of financial and human resources. At the same time, they are concerned about the potential risks of depending on external sources to provide computing infrastructure and technology platforms, as well as application software and services.

This session attempts to provide a well-defined conceptual model to facilitate the understanding of the technology and implementation models, as well as robust decision frameworks to support evaluation of whether (and which) cloud computing model is pertinent for consideration, and whether (and when) SaaS as an implementation platform is suitable for Core Insurance Systems.

Philippe Lafreniere CIP, VP Insurance Solutions & Field Marketing, Exigen Insurance Solutions

Mr Philippe Lafreniere has been in the insurance and insurance technology field for 18 years. Philippe started his career in insurance sales and underwriting for a national insurer, followed by positions in systems and product development. As a software executive, Philippe has held leadership positions in Product Management, Product Marketing and Sales for various leading software vendors. During his technology career he has worked with both large and small insurers globally to assist them in deploying modern technology solutions and undergoing legacy transformation.

Philippe is a graduate of the Insurance Institute of Canada with the designation of C.I.P. as well as being an accomplished speaker, having presented at multiple insurance industry conferences. Philippe has also contributed to several print articles on Underwriting, Legacy Modernization and Policy Administration in several trade journals.

"Simplify, Optimize and Secure every Stakeholder Communication"
- Lorne Gladstone, Managing Partner & CTO, Centtric Marketing Systems

The Insurance Industry depends on documents such as policies, notifications and statements to acquire, service and retain customers. Creating these documents has never been easy, and producing them has never been economical. Today’s stakeholders – consumers, agents, brokers and partners – all demand clear, easy to read documents. Today, there’s a new twist. More and more people want digital delivery options. So you have to accommodate both. Sadly, digital delivery introduces a new problem – how to secure the documents and prevent fraud.

This session provides some lessons to address these challenges, and describes methods and technologies for delivering complex, highly customized and secured communications. This session shows insurers and their channel partners how to deliver communications consistently, reliably, economically, and securely.

In brief, this session will cover the 3 lessons to Simplify, Optimize and Secure your stakeholder communications. The 3 lessons are:
1. The key to simplifying your communication strategy
2. How to ensure that you choose the best technology for YOUR organization,
3. How to secure your communications, and prevent tampering.

Lorne Gladstone, Managing Partner & CTO, Centtric Marketing Systems

For over 30 years, Lorne Gladstone has helped clients take full advantage of technology, while avoiding the pitfalls.

Lorne founded Centtric in 1994, to bring new technology to an old field – customized and personalized document preparation and delivery. Years ago that was called ‘fulfillment’. Today, Centtric’s Document Generation world has expanded to include building customer-specific documents in multiple languages and in multiple output channels from email to hardcopy.

Centtric has focussed on the insurance marketplace, and greatly enhanced the depth of its technology offerings. Centtric is thrilled to introduce the Canadian Insurance industry to the best document generation product we’ve ever seen in the goal to “Optimize every customer contact” through the creative blending of technology, marketing, efficient workflow and document production.

"Maximizing Data Quality to Build Profitable Customer Relationships"
- Navin Sharma, Director Global Product Strategy, Data Quality, PBBI

Leading Insurance companies of every size are leveraging customer information in order to maximize return on investment (ROI) opportunities. On the surface, the recipe for success appears straightforward: interact with customers, collect valuable data, compile 360-degree views of individual customers and utilize the information to build rich relationships that get smarter—and more profitable—over time.

As experience shows, however, this is easier said than done. Countless companies collect customer data, but collection is just the beginning. A number of additional challenges must be addressed before the value of customer data can be unlocked: How do I deal with multiple and disparate data formats? How do I consolidate duplicate information and ensure accuracy? How do I mine the data and determine what’s actionable for better, more accurate Insurance decisions? How do I place it in the hands of key customer-facing employees? These are the strategic and technological data conundrums that many companies have yet to unravel.

This discussion will identify how to generate ROI by providing stakeholders from across the enterprise with the right customer data at the right time. As we shall uncover, those companies leading the way can reap substantial returns in revenue growth, improved efficiency and reduced cost.

Navin Sharma, Director Global Product Strategy, Data Quality, PBBI

Navin Sharma, the Director of Global Product Strategy, Data Quality, has more than 10 years of experience in data management and helping companies with modeling, analysis, design and implementation of their data management strategies. Mr. Sharma manages the ever-expanding Pitney Bowes Spectrum™ Technology Platform products and solutions.

"Claims Vendor Management: Expense Management versus Best Practices. What's the difference?"
- Wayne Nykyforchyn, President, Allegient Systems

In an ever-competitive insurance world where customer expectations continue to increase, the performance of an insurer while handling a claim is crucial to corporate image and results.

Although the management of a claim is a responsibility of the claim department, so much of the delivery of services while restoring the claimant to pre-loss condition is dependent upon the services provided by others.

The claims department then is responsible for managing those services providers. One element of that is expense incurred against vendor performance expectations. This session will compare “expense management” to “best practices” as they relate to vendor performance.

The discussion will be based on three "core" concepts:

  • Creating Expectations - guidelines, etc
  • Deploying Technology - standardization, efficiency, speed, etc.
  • Measuring and Altering Performance - demystification, data (the new ally)

And looking at the results one would expect.

Wayne Nykyforchyn, President, Allegient Systems

Wayne Nykyforchyn joined Allegient Systems in 1999, bringing with him over 20 years of management experience, including 12 years in senior executive roles with leading insurance industry outsourcing and software companies, including ADP, ISI Systems, Xerox, and IBM.

While at ADP, Wayne served as head of the company’s North American Sales and Service Organization, managing an organization of over 100 field sales and service professionals delivering a family of claims-related products and services, as well as General Manager for Canadian Operations. He played an influential role in developing and delivering state-of-the-art business process outsourcing services and technology 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 a member of the Audatex product family and the acquisition 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, where he earned a B.S. in Business & Finance. In addition, he completed the Executive Development Program at The Wharton School at the University of Pennsylvania.

Showcase Sessions 3

"Top Technology Trends to Make Brokers More Competitive "
- Pat Durepos, President, Keal Technology

Technology should be an enabler, but for many brokers, they aren’t staying current or even aware of how their technology choices could be helping or harming their business results. If brokers want to aggressively compete, especially with direct writers, they must adopt top technology trends, including:

  • Integrated call recording
  • Website and broker management system integration
  • Insurance company and 3rd party integrations
  • Incorporated into enhanced workflows

Pat Durepos, President, Keal

Pat Durepos

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 how paperless workflows can have a direct impact to your bottom line.

"New Business Upload - Portal-Free Efficiency"
- J.R. (Bob) Tisdale, President, Pembridge Insurance
- Charles Samolczyk, Vice President - Product Sales, Brovada

This session will be a continuation of last year’s discussion exploring Pembridge Insurance Company’s implementation of a non-portal approach to real-time transactions using Brovada’s NexExchange product suite. Bob Tisdale, President and COO of Pembridge Insurance Company, will discuss the business impacts and broker feedback associated with Pembridge’s roll-out of real-time New Business upload. Bob will be joined by Charles Samolczyk, Brovada’s Vice President of Product Sales.

J.R. (Bob) Tisdale, MBA, FCIP, CRM, President, Pembridge Insurance

J.R. (Bob) Tisdale

Bob Tisdale is President and Chief Operating Officer of both Pembridge Insurance Company and Pafco Insurance Company and is Vice President of Allstate Canada Group.

Bob has been honored by the Insurance Industry with the James Richardson Award and the Centennial Award and was named Fellow of Distinction by the CIP Society in 2006.

Bob is currently on the Board of Directors of the Facility Association; is chair of the CIP society for Chair of the Professional Division of the Insurance Institute of Canada and past President of the Insurance Institute of Ontario. He also participates on the IBC National Auto Steering Committee.

He has taught insurance institute courses in both Canada and the USA. He has conducted numerous seminars for the government and the hospitality industry. He authored several articles for publications in both countries.

Charles Samolczyk, Vice President, Product Sales, Brovada

Charles joined Brovada in early 2009 as Vice President of Product Sales and has been instrumental in the growth and success of Brovada's NexExchange product suite. In his position, Charles works closely with Brovada's insurer clients to understand their vision and add value into their day-to-day operations. Charles is a key driver of the development roadmap and implementation activities to ensure client satisfaction and product adoption.

Charles completed a 5-year Electrical Engineering and Management degree at McMaster University and began his career in telecommunications delivering large-scale service implementations. He subsequently moved into software solution sales providing connectivity for physicians and patients within the North-American healthcare industry.

"Why Policy Administration Replacement Projects Succeed or Fail"
- Neil Betteridge, Director, Product Marketing, Guidewire Software

If 'success' is defined as the "achievement of original project goals within original timeframes and costs", the vast majority of policy administration replacement projects fail.

Why is this, and what can you do to avoid the same fate? There are definite patterns to look for when contemplating or embarking on new policy administration system projects. These patterns can send you down a path towards success or failure.

Session attendees will learn:

  • Why policy administration replacement projects so often fail;
  • Where to focus when justifying your project;
  • How to build a better kind of business case;
  • Strategies to ensure project success.

Neil Betteridge, Director, Product Marketing, Guidewire Software

Neil Betteridge

As Guidewire’s Director of Product Marketing, Neil Betteridge plays a key role in the marketing strategy, positioning, and direction of Guidewire’s insurance product suite.

Neil has more than 20 years of professional experience with the last 14 years focused on technology solutions in the insurance industry.

Prior to Guidewire, Neil served in product management and marketing executive roles with Skywire Software (now Oracle) and InSystems. Earlier in his insurance industry career, Neil held a variety of positions planning, developing and implementing core property/casualty insurance applications. Neil is based in Toronto.

"Interactive Channels for Insurance Carriers – Making the transition"
- Greg Black, Principal – Insurance, HCL

All carriers realize that they have to move beyond their traditional web sites into other Interactive Channels. But how to do this without alienating brokers or customers, all while keeping costs down makes some carriers reticent to begin this journey beyond the pilot phase. Today’s presentation will look at what is working and not working for carriers as they move beyond the traditional customer/broker interactions into web, mobile and social media based channels.

In this presentation we will review:

  • The business justifications for developing Interactive Channel capabilities;
  • The challenges and risks carriers face in making the transition to Interactive Channels;
  • And recommendations to ensure your Interactive Channel activities are successful.

Greg Black, Principal – Insurance, HCL

Greg Black

Mr. Black is a Principal – Insurance for HCL. His role is to provide executive level insurance domain expertise to HCL and its’ clients. In this capacity he has led joint Innovation Initiatives as well as strategic planning engagements for HCL Insurance industry customers.

Over Mr. Black’s 35-year insurance industry career he has held numerous IT and operations management roles with insurance carriers, including his most recent role as Chief Information Officer for a publicly traded commercial lines carrier. In that role he was responsible for all technology initiatives, including the corporate IT transformation and strategic planning. He also served as a member of the corporate executive management committee.

On the consulting side, Mr. Black started the North American Insurance Practice for both Valtech and ThoughtWorks, two international IT services companies and worked with Xerox Global Services as their insurance SME for seven years providing leadership to transformation projects at insurance accounts such as MetLife and Travelers.

Mr. Black has also been a featured speaker at various industry conferences around the globe.

"Effective Risk Decisioning using Location Based Perils and Scorecards"
- Arthur Berrill, VP Product Development, DMTI Spatial

What if you could predict the risk of a property for the likelihood of flooding, or a catastrophic weather event? What if you could assign a score to every property in Canada using a set of perils to derive more precise address level ratings enabling you to charge the right premium based on the complete risk picture?

Today's leading insurance carriers are turning to DMTI Spatial to help them weather the storm of risk and uncertainty. Our location intelligence technologies provide new insights into the marketplace and improve strategic decision-making capabilities. We help insurers minimize risk; more importantly, we help boost efficiency and maximize profitability.

With powerful visualization software, comprehensive industry datasets and professional services from DMTI Spatial, corporate risk managers, underwriters, actuaries, and claims managers, make their insurance companies more competitive and profitable.

Join Arthur Berrill, DMTI Spatial’s VP of Technology to learn how Location Based Perils and Indices can help you avoid underwriting risks that can lead to catastrophic loss in your book of business.

Leadership Sessions 2

"The Social Web and Insurance – Lessons Learned And How to Find Success With Social Networking"
- Rick Morgan, VP - New Media, Aartrijk

This "Talking Heads" session is an overview of the lessons learned over the past 18 months and the best practices brokers can use to help insure a successful experience with social networking. Intended for not only those who are still new to social networking but also for anyone who wants to hear "real life" strategies and tactics brokers, insurers and industry experts have found to be most successful.

Rick Morgan, Rick Morgan Consulting

Rick Morgan

As an independent consultant, Rick has worked on advancing the success of the Independent Agency System for over 30 years. He owned his own insurance agency in Boulder, Colorado, was co-founder, and served as publisher and editor of the TAAR (The Automated Agency Report). He is the originator of "Transactional Filing", co-developer of Silver Plume, served as Sr. Vice President of ConfirmNet and Sr. Vice President of Marketing for Applied Systems.

In addition to his own consulting, presenting, and meeting facilitation, he is VP New Media at Aartrijk and work with Peter van Aartrijk and his team of brand strategists, designers, marketing-communications experts and publishing professionals as a Social Web and New Media strategist and adviser.

Rick is currently serving as Chair of the IIABA Agents Council for Technology (ACT) Social Web Workgroup. He is also a Director At-Large for IIABNY and serves on the Board of Directors for the Personal LInes Growth Alliance and is a member of the advisory board of wahve (Work At Home Vintage Employees).

From July 2009 until June 2010 Rick served as the Interim CEO of ASCnet (Applied Systems Client Network). In 2010 he was honored by being named to Insurance Newscast's 2009 list of the 100 Most Powerful People in the Insurance Industry - North America.

"Clearing the Air: SaaS and Clouds"
- Donald Light, Senior Analyst, Celent

Recently no IT topics have generated as much buzz as SaaS and Cloud Computing. Few, if any, vendors do not claim to have a SaaS offering and cloud capabilities. And few insurance IT shops do not have a point of view they can share with senior management. Perhaps predictably, all of this discussion has led to a lack of clarity about: what SaaS and Cloud Computing are; how they are related to one another and to established delivery modes such as Outsourcing and ASP; and most importantly, what are their (realistic) value propositions.

In this session, Celent Senior Analyst Donald Light will clear the conceptual air, and suggest how insurers should evaluate where SaaS and Clouds belong in their operational and strategic plans.

Donald Light, Senior Analyst, Celent

Donald Light

Donald Light, based in Celent’s San Francisco office, is a Senior Analyst in the firm’s insurance group. His research and consulting focus on underwriting, policy administration, claims, and reinsurance; enterprise solutions, including business rules, BPM, and accounting; and technology strategy for insurers and technology firms.

Mr. Light's recent consulting work includes developing a strategic IT plan for a specialty insurer, a build vs. buy analysis for core systems, assessing market demand for BI and predicative analytics solutions, and vendor selection advisory work for rating, policy administration, and claims.

Prior to joining Celent, Mr. Light was a consultant with Sapient and for his own firm Donald Light Consulting, where he advised senior managers at major insurers and other financial institutions. He has also worked in the Allstate Insurance Research and Planning Center. Mr. Light has been widely quoted in the press and media, including The Wall Street Journal, The New York Times, Financial Times, The Economist, NBC and CBS Evening News, CNBC, National Public Radio.

Mr. Light has a B.A. cum laude in economics from Princeton University, and an M.B.A. from the University of California, Berkeley. He is a CPCU and has served as Chair of the National Society’s Research Committee.

"Is Data Addiction Fulfilling Your Information Needs? Building Fact-Based Decision Environments In Insurance"
- Mark Gorman, CEO & Founder, The Gorman Group

The trend toward employing fact-based decisions in insurance is gaining momentum and having impact beyond the pricing-precision focus of early applications. This trend often requires changes in people, process and technology to enable insurance organizations to rapidly adopt value-creating functionality. This session will share the results of research compiled over the past year regarding how insurers can expand their utilization of fact-based decisioning both across the insurance life cycle and within all the components of the combined ratio calculation.

This session is kindly sponsored by SAS.

Mark B. Gorman, CEO & Founder, The Gorman Group

Mark B. Gorman

Mark Gorman is a principal with Mark B. Gorman & Associates. With more than 25 years of industry experience, Mark's focus is on assisting both insurance carriers and vendors in furthering the adoption of emerging technologies in the insurance market.

As a former executive in the insurance market, Mark has been responsible for setting strategic direction in identifying, developing and executing on new products and services to achieve success. While doing so, Mark has gained deep experience and expertise in helping insurers bridge the gap between business requirements and technology capabilities. He is now committed to helping insurers take advantage of emerging data and technology solutions that will drive profitability, revenue growth, operational efficiency, and customer satisfaction.

Before forming Mark B. Gorman & Associates, Mark set strategic direction in the insurance market for a vendor of software that was primarily utilized in underwriting predictive analytic processes. He also developed the marketing alliances required to enhance a point solution into an integrated solution by combining CRM capabilities, third-party data acquisition software, and rating engine software.

Mark received an MBA from University of Minnesota. He is a Chartered Life Underwriter, Chartered Financial Consultant, and has held NASD Series 7, 63, 24, 65 licenses.

Keynote Session

"Balancing Tradition and Innovation: The Evolving Insurance Market"
- Kimberly Harris-Ferrante, Vice President and Distinguished Analyst, Gartner

According to some experts, 2010 marked not so much a return to normal, as a new beginning, especially in insurance and technology. The future is being created now by individuals and organizations which understand the drivers and requirements.

The pressure points will come from new demands for profitability combined with new social values and consumer expectations. The workforce of the future will present skills that may not be easily exploited through traditional employment relationships and with traditional deployments of technology. Traditional sales and marketing will be supplemented, if not supplanted by collaboration and communication.

In this presentation, Ms. Harris-Ferrante will draw on extensive work by Gartner internationally, supplemented by a commissioned study in Canada on the forces of change impacting Insurance and Technology professionals in this country. The new research will be revealed for the first time at the 2011 Insurance-Canada Technology Conference.

Kimberly Harris-Ferrante, Vice President and Distinguished Analyst, Gartner

Kimberly Harris-Ferrante

Kimberly Harris-Ferrante is a Vice President and Distinguished Analyst 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.