LOMA Canada Annual Conference

KEYNOTE PRESENTATION:
Working Smarter: Part Deux!

Dr. Nick Bontis, Ph.D.

Director, Institute for Intellectual Capital Research

Back by popular demand, Dr. Nick Bontis follows-up from his 2006 keynote presentation with an outstanding session that is sure to please. Known as one of Canada’s leading up-and-coming management gurus, Dr. Bontis is recognized by the former editor of Harvard Business Review and Fortune Magazine as “a pioneer and one of the world’s real experts in intellectual capital.” Maclean’s magazine has rated him as one of “McMaster University’s most popular business professors for six years in a row!” 3M has just awarded him the National Teaching Fellow as one of Canada’s top outstanding professors.

Time is never on your side when you constantly feel that you don’t have enough. With ever-increasing work pressures and unrelenting competition, can you ever find that personal moment for yourself? During this interactive and enlightening action-packed presentation you will learn how to cope with information bombardment and improve your ability to manage change while working smarter not harder. That way, you can establish the type of work/life balance that seems to elude us all.

INDUSTRY SPEAKER:
Paul Grimes, Senior Vice President Individual Sales
Industrial Alliance

The Canadian Financial Services Landscape – What Is On the Horizon
Grimes will explore current and emerging issues facing the Canadian industry with an emphasis on how employees can best position themselves to be highly valued performers.

These Industry Education Sections will be meeting at the conference:

Agency and Market Conduct

Claims Administration

Financial Management

Internal Audit

Group Benefits and Retirement Services (GBRS)

Human Resources

Learning and Management Development

New: Critical Illness

New: Distribution

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André Mailhot Awards Program

2008 National Corporate Awards Program
Best Practices in Learning & Development
Within the Canadian Life, Health &
Financial Services Industry

In Memory of André Mailhot, 1942 – 1994

About André Mailhot

Application instructions and form

Contact information

General Information
The André Mailhot award recognizes and shares the best existing or new practices in learning and development (team or individual) in the life, health and financial services business in Canada , and promotes excellence in education for the overall improvement of our industry.

Companies that apply for the award will supply information about a specific learning and development initiative, developed by the corporation that successfully enhanced learning and employee development.

Up to two Awards will be given in each year. No Award will be given if the high standards of the Awards program are not met. Winning companies are required to share their successful initiative(s) with other member companies. Winning companies may publicize and advertise receipt of the Award.

The Award is in the form of a plaque and will be presented to the winning company’s appointed representative at the LOMA Canada Annual Conference June 12, 2008.

Eligibility
Life Insurance Companies domiciled in Canada and fully paid-up members of the LOMA Canada and LOMA may apply for the Award. Subsidiaries of parent companies – public or mutual – may also apply for the Award.

Benefits of the Award
A winning company will be recognized for its success in demonstrating an industry “best practice” in learning and employee development. Promotion of winning companies will include press releases, an article profiling the winning companies will appear in LOMA’s Resource magazine and information will be included about the winning companies on LOMA Canada’s web site.

Any feedback received by the company will be objective and should help the company to continue to develop initiatives that encourage employee learning.

Award Classification
Applications will be judged in two main categories. The first category is for small to medium sized companies with a staff complement of up to 500 employees. The second category is for large member companies that have a staff complement of over 500 employees. Note that a maximum of two (2) awards will be selected in any given year.

Application Process
Companies are encouraged to submit more than one application for each educational initiative that they wish to have judged as an industry best practice. Companies are also invited to re-submit past applications. Applications should be limited to a one-page document that follows the template outlined in the enclosed application form. Bullet points are acceptable. Companies are welcome to submit supplementary materials that support the formal application.

Confidentiality
The application(s) and all information pertaining to the applicant companies are regarded as proprietary and will be kept confidential. The information will only be made available to those individuals who serve on the Award Selection Panel and LOMA Canada Council. Panel and Council members will follow strict conflict-of-interest rules and will only receive information that is pertinent to the Awards process.

LOMA Canada Council
The LOMA Canada Council will oversee all aspects of the Award. Council members will appoint a Selection Panel. The LOMA Canada Council will oversee the activity of the Panel, the adequacy of the criteria and the process of making the Award. An important part of the LOMA Canada Council involvement will be to see how well the Award is serving the interests of the Canadian life, health and financial services industry. It will initiate and implement any changes that may be appropriate to ensuring the integrity, credibility and esteem of the Award.

Awards Selection Panel
The Awards Selection Panel is appointed annually by the LOMA Canada Council. It will consist of representatives from the life and health insurance industry. The Selection Panel will be comprised of three to five leaders from the industry. The Awards Selection Panel will recommend the top entries for final judging by the LOMA Canada Council.

Award Cycle

File intent to apply by: February 29, 2008
File Awards application by: April 4, 2008
Award Presentation Ceremony: June 12, 2008, Toronto

Award Criteria
The application will be judged using the following criteria:

The application must be a Learning and Development program developed to improve management or technical staffs’ on the job competencies or industry knowledge
Originality
Simple/doable
Effective (e.g. impact, measurable results, cost effectiveness)
Length of time that the program has been in effect.
Measurable success in meeting business need/benefit to company

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Volunteering

Are you looking for a way to learn about the industry, meet new people and experience personal growth? Volunteering with LOMA Canada will provide you with these experiences, and more!

Because LOMA Canada is a non-profit association with a small staff, the development and delivery of high-quality, sector specific education and networking opportunities depends upon our talented and enthusiastic volunteers.

Individuals who volunteer with LOMA Canada may be:

New to the life and health insurance industry
Seeking opportunities to expand their industry knowledge base and personal skills
Looking for an opportunity to share their knowledge and expertise

LOMA Canada has a number of volunteering opportunities:

LOMA Canada Council
Committees such as the Advisory Committee and Annual Conference Planning Committee
12 Education Section Executive Committees

Comments from our Volunteers:

” Being a volunteer gave me contacts I never would have had. ”

- Pension Administration Consultant, Empire Financial Group

” Once the LIIC gets in your blood, it’s hard to get it out. ”

- Vice President Finance and Treasurer, Gerling Global Reinsurance

” Volunteering increased my confidence and boosted my career! ”

- Policyholder Tax Co-ordinator, Canada Life.

” The networking contacts I developed from my first volunteer role with the LIIC 10 years ago are still alive. The LIIC also provides development opportunities for public speaking, teamwork and many other essential skills. ”

- Senior Vice President, Creditor Business, RBC Insurance

Join our LOMA Canada volunteers for new experiences and challenges!

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LOMA Membership

Founded in 1924, LOMA is an international association through which more than 1,200 insurance and financial services companies from over 80 countries, including Canada, engage in research and educational activities to improve company operations.

Our members are involved in life and health insurance, managed care, annuities, pensions, banking, bancassurance, securities, and other financial services areas. Through its staff and network of industry volunteers, our association serves a large and influential group of companies.

We’re committed to working as partners with our members in Canada and worldwide to improve their management and operations through quality employee development, research, information sharing, and related products and services.

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About LOMA Canada

LOMA Canada is a non-profit association representing a major portion of Canada’s life and health insurance industry, in business to serve the educational and professional development needs of our membership and their employees.

The MISSION of LOMA Canada is to serve our Member Companies and their employees by encouraging and assisting individuals to acquire knowledge and understanding of the business of life and health insurance and related financial services.

The VISION of LOMA Canada is to be a valued partner in helping our Member Companies and their employees achieve their unique education and development goals.

We facilitate opportunities for educational and professional development through:

Courses and Seminars

Education Section Meetings

Annual Conference

Access to LOMA courses and LOMA conferences

Please refer to this brochure for more information about LOMA Canada’s programs, events and services.
Operations
The volunteer LOMA Canada Council is comprised of representatives from various Member Companies. The Council provides direction to LOMA staff and volunteers about educational programming and services available to our membership.

Council members

Advisory Committee members

LOMA Canada relies on the generous contributions of our volunteers who dedicate their time and expertise to develop and present our Education Section meetings, as well as other programs.

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