Read the Annual Report. - Insurance Institute of Canada
Transcription
Read the Annual Report. - Insurance Institute of Canada
2014/2015 Insurance Institute of British Columbia Annual Report Insurance Institute of BC Governing Council 2014-2015 Mark Francis, FCIP, ACS President Jennifer Perry, CHRP, CPM 1st Vice President, Academic Division Kerry McLaughlin, CIP, ACS 2nd Vice President, Professional Division Manjit Biring, MBA, FCIP Secretary/Treasurer Jan Brownridge, BA Hons, FCIP, CRM Past President Wayne Coates, BA, CIP President, Vancouver Island Chapter Debra Copeland, BA, FCIP Chair, Marketing & Communications Sharon Knotts, CBA, FCIP Chair, Future Directions Lianne Crawford, CTDP, CIP Chair, Seminars Sharon Craver, BAA, CIP, CRM Chair, Education Sarah Tung, Bcom, FCIP, CRM Chair, Events Terry Leibel, CIP, CAIB Chair, Okanagan Staff Danielle Bolduc, BComm, CIP Manager Winnie Hon, DipT Seminars & Events Coordinator Christine Chan, BA Education Coordinator Donna Salahor, CIP Marketing Coordinator,Vancouver Island Claire Hurl, BA Education Administrator Sandra Enriquez, BA (Hons) Administrative Assistant Sixty-Ninth Annual Report Table of Contents President’s Report.............................................................. 2 Report of the Academic Division...................................... 4 Report of the Professional Division.................................. 8 Vancouver Island Chapter Report................................... 12 Award Winners................................................................ 14 Graduating Fellows.......................................................... 16 Graduating Chartered Insurance Professionals............... 17 Seminar Report................................................................ 22 CIP Society Report.......................................................... 23 Student Enrollment.......................................................... 24 Minutes of the 2015 AGM............................................... 26 Financial Statements........................................................ 30 Instructors 2014-2015...................................................... 41 Past Presidents................................................................. 42 Foundation Fellows & Associates.................................... 44 Honourary Life Members................................................ 44 Donors 2014-2015........................................................... 45 Convocation Sponsors..................................................... 45 1 2014 -2015 President’s Report Good afternoon and welcome to the Insurance Institute of B.C.’s Annual General Meeting, your support and presence today is greatly appreciated. Reflecting back on the past year, I am proud of the work of this executive and council, as we worked very well together accomplishing and delivering on the items within individual mandates. As a result of this hard work the membership of the IIBC grew from 4501 members to 4591, an increase of over 2%. This is the first time that the Insurance Institute of B.C. has exceeded Quebec’s membership number to become number two in Canada, only trailing Ontario. Well done everyone! You have heard the reports of our Vice Presidents, outlining the highlights and success of the various Committees, led by an exceptionally capable group of individuals. In addition to the great outcomes Jennifer and Kerry have reported, I would like to take a few minutes to touch and report on the IIC AGM and Western Regional meetings I had the privilege of attending. In October, I attended the Insurance Institute of Canada’s AGM in Winnipeg with Glenda Ouellette, BA, MBA, FCIP, Vice Chair IIC Western Region, Jennifer Perry, CHRP CPM, and Wayne Coates, BA, CIP. This event is a great opportunity for us to exchange ideas with others from Insurance Institutes across Canada and of course, partake in social activities that bring everyone together and helps create some camaraderie amongst the group. It was very informative and we heard about: • The computer based exam initiative On April 13th and 14th of this year, Glenda, Jennifer, Wayne and I attended the Western Regional Meeting also in Winnipeg. You can imagine my excitement at the prospect of being able to attend back to back meetings in Winnipeg! However, it did present an opportunity to hear about the strong work of the other Western Institutes, and reconnect with those colleagues. Clearly, all the Western Institutes are having great financial results and we came away with an idea for a new approach to seminars – the Boardroom Seminar approach developed by Southern Alberta, which we have incorporated into our toolkit. So, another busy year for the Institute has come to an end. I’d like to take this opportunity to thank Danielle Bolduc for her support and dedication throughout the year as well as the other members of the Insurance Institute team Winnie Hon, Claire Hurl, Sandra Enriquez and Donna Salahor. The Executive and Council have been great to work with and bring a wealth of experience and enthusiasm to our meetings, and their individual roles. This team, along with Danielle and her team, and all of the other volunteers are the reason for our success and I know I am leaving this role as President, to a woman of amazing talent and energy and whom I deeply respect – Jennifer Perry. Being President of the Insurance Institute of BC has been a privilege and very rewarding experience that I will never forget. I believe it will also make me more effective in my day job, with ICBC…although several times this year I did hear the phrase, “don’t quit your day job”! Thanks again to all the volunteers and staff that continue to contribute in making this Institute a success. Respectfully submitted, Mark Francis, FCIP, ACS President, Insurance Institute of BC • Two new products – the Risk Management Certificate program and the Advanced CIP Program • The mobile portal application development, and • The new mentoring initiative 2 3 Report of the Academic Division Education I would like to take this opportunity to thank everyone here today for showing your support of the Insurance Institute of BC. I know you all have busy schedules and your attendance is much appreciated. It also provides me with the opportunity to recognize and thank Danielle Bolduc, BComm, CIP, office manager, who works hard and takes care of all the details to make sure the IIBC runs successfully. So, thank you Danielle, and to your ever changing team, Winnie Hon, Claire Hurl, Sandra Enriquez and Donna Salahor. Sharon Craver, BAA, CIP, CRM, of ICBC chaired our Education Committee and had a busy and successful year. Our 2014 winner of the prestigious Instructor of the Year Award was Terri Johnson. For Education Week, we offered our free Study Skills seminar and had a daily trivia contest on the website. The committee coordinated two fantastic professional half day sessions for our instructors. The winter event was a Chinese New Year theme which was a big hit! The topics keep getting better and better – well worth the time to attend. Also, a big thank you to Mark Francis, FCIP, ACS, for his great job as President this year, as well as our Executive and Council. Mark has a lot of responsibility and travel, not to mention change at ICBC, and was still able to excel in his commitment, dedication, attendance and participation in our many meetings and events. Okanagan Committee Our Thompson-Okanagan Committee was chaired by Terry Leibel, CIP, CAIB, of Capri Insurance Services for the first time. Terry totally and completely excelled in her role! Course Registrations No seminar was in held in Kelowna in 2014 -2015. We’ve seen an increase in ICBC students this year: 236 in 2014 compared to 283 in 2015. Thanks to Glenda Ouellette, BA, MBA, FCIP, Vice Chair IIC Western Region, and Kerry McLaughlin, CIP, ACS, Vice President, Professional Division, IIBC, as well as Mark Francis and others at ICBC for their positive steps to make this happen. The Thompson-Okanagan Committee held their 1st Boat Cruise with 67 attendees which replaced the Golf Tournament. The event was a huge success and will be done again this year. There’s potentially interest in both golf and a cruise event in this region. We continue to offer CIP classes in various formats: fast track, evening and full virtual in various locations: Vancouver, New Westminster, Surrey, Langley, North Vancouver, Victoria and Nanaimo. On the GIE licensing program front – we exceeded our Home Study licensing course registration target by 17%, but we were shy of our target of 300 by only 4%. In 2013 / 2014, we introduced a virtual licensing class which we thought would be very helpful to our out-of-town students whom in the past only had the home study option. We ended up cancelling the class due to low registration. We continue to offer the GIE licensing course in Vancouver, New Westminster, Victoria and now in Nanaimo, and as a home study program. We did cancel our spring course at Langara College as we didn’t have an instructor available to teach. 4 Due to a low number of graduates, we did not hold a Convocation Luncheon this past year in Kelowna. We did invite the graduates to attend the Vancouver convocation so they don’t miss out on the great event entirely. As they did not attend the Vancouver ceremony, Terry presented their certificates at their individual offices. There was a networking cocktail event that brought out 58 attendees. Marketing and Communications Debra Copeland, BA, FCIP, of Intact chaired our Marketing and Communications Committee again this year and did another fantastic job! This March, we sent out our annual mailing to 82 CAIB BC graduates. The mail out included a congratulatory letter, a CIP syllabus, a credit transfer form and a broker specific brochure. 5 We noticed that this year there were approximately 30 less CAIB grads than last year. • In March, advertised at Vancouver airport baggage carousels at the domestic terminal targeting spring-break travelers. We continue to advertise and promote the designation and the brand. Transit Advertising (2 month campaign – Feb / March): • 4 posters at the Seabus terminals (highly use by ICBC employees) • 10 Skytrain platform posters • 1 West Coast Express downtown platform • 40 posters in the Canada line interiors (train that goes from downtown to the airport) • 100 posters in bus interiors on the busiest route. Magazine / newspaper ads: • Full page CIP ad in Business in Vancouver, next to the list of top Brokers in BC • Full page CIP ad in BC Business magazine • Full page Graduate ad in the Vancouver Sun newspaper • Full page Graduate ad in the Province newspaper (free bonus this year) • Digital CIP ad on the Vancouver Sun digital paper • Full page CIP ad in Business in Vancouver magazine “Book of Lists” • Full page CIP ad in Western Living magazine • The Right Course magazine – full page Academic ad and free listing of our designation and professional association. Broker focused: • In May, IIBC tried a new advertising initiative and advertised on Pedicabs in downtown Victoria during the Brokers’ Convention. • In October, Bronze sponsorship of the Salute dinner (Insurance industry event). • Full page Graduate ad in the BC Broker magazine and free editorial page with pictures. • In February, full page ad in the Education Issue of BC Broker magazine promoting our CIP courses. • Ad on the cover of the BC Insurance Directory Vancouver Airport ads: • In April, advertised at Vancouver airport baggage carousels at the domestic & international terminals targeting Easter travelers. •In December, advertised at Vancouver airport baggage carousels at the international terminal targeting Christmas travelers. 6 Conclusion This past year proved once again to be a busy year with many activities. I appreciated the opportunity to attend IIC’s 61st Annual AGM held in Winnipeg with Mark Francis, Wayne Coates and Glenda Ouellette. As always it was well-attended and allowed us to hear about new ideas and take part in informative discussions. Additionally, I was able to attend the Western Regional Meeting with Mark Francis and Wayne Coates, also in Winnipeg, sharing ideas and success stories with the other Western Institutes. Peter Hohman commended the work and efforts from our Institutes, and noted the strong financial position of the IIBC and its contribution to the sound financial health of the IIC, as well as the many important initiatives to keep us current with our membership and the industry. It also gave us an opportunity to spend time with Margaret Wasserman, the Director of the Western and Atlantic Regions for IIC. Margaret has brought to IIC a wealth of knowledge and we look forward to continuing working with her and our local team led by Danielle Bolduc. Respectfully Submitted, Jennifer Perry, CHRP, CPM 1st Vice President, Academic Division Insurance Institute of BC 7 Report of the Professional Division I would like to take this opportunity to thank everyone here today for showing your support of the Insurance Institute of BC. I would also like to take this opportunity to recognize and thank Danielle Bolduc, BComm, CIP, our office manager, along with her office staff. As Jennifer mentioned, Danielle has done a wonderful job managing the office while managing a significant turn over in her staff. Great job as usual Danielle. a different local winery. Our wine sponsor this year was Mutual Fire and each year our sponsor hosts a wine tasting station, plus they sponsor the wine served with dinner. We also have prize sponsors who contribute to the cost of the wine given to every attendee to take home instead of the typical golf prizes. Convocation Congratulations to Mark Francis, FCIP, ACS, for his great work as President this past year. Mark has done a fantastic job leading the Executive and Council and it has been a privilege to participate on Council with him. Mark represented the IIBC at a number of events this year and even added an extra trip to Winnipeg for the Western AGM to fill in for me. Thanks again Mark. The Vancouver Convocation & Awards Luncheon 2014 was held on November 20, 2014, at the Pan Pacific Hotel. This was a brand new venue and it turned out to be a great event. We had 417 attendees, 115 CIP Grads and 24 FCIP Grads. This event represents the accomplishments of not only the students, but the family and employer support that’s needed to successfully achieve the designations. Everyone takes great pride in arranging and participating in this event, as it is the centrepiece for the education programs delivered by the Institute. Events Committee Wine Tasting Event The Events Committee was chaired this year by Sarah Tung, BComm, FCIP, CRM, of Intact Insurance. This was Sarah’s first year as Chair and she did a great job. We had a number of very successful events this past year. This year we hosted 2 wine tasting networking events (one in fall and one in winter) and both events sold out in 1 week. These events are always a hit. Battle of the Bands The 6th Annual Battle of the Insurance Bands, CIP Charity event, was held on March 5th, at The Blarney Stone in Gastown. This was the first time the event has been held at this location. The event sold out and was a huge success. We had a total of 304 attendees. Attendance was up by 20% over last year. Thanks to our bands, volunteers, guests, sponsors and 50/50 draw, we raised $5400 for four local charities: Covenant House, Downtown Eastside Woman’s Centre, Greater Vancouver Food Bank Society and BC SPCA. CIP Society Golf Tournament The 12th Annual CIP Society Golf Tournament was held at Hazelmere Golf Course on June 5th. Once again, our Vancouver Golf tournament sold out. We had a total of 154 in attendance. We continue to offer the wine theme that is highly regarded by our attendees. Every year we feature 8 Future Directions The Future Directions Committee was chaired this year by Sharon Knotts, CBA, FCIP, The Guarantee Company of North America, and co-chaired by Carlos Caceres, BA, CIP, Gore Mutual Insurance. This year the Committee focused on the broker strategy to increase our membership within the broker community. The project included: • Determining the size of the broker market and level of penetration by IIBC • Reviewing the current activities of IIC and IIBC • Comparing the services offered by IIBC and the Insurance Brokers Association of BC (IBABC) and assessing the relative strengths and weaknesses of the organizations •Interviewing representative brokers to determine their educational needs and level of satisfaction with IIBC services 9 • Identifying and analyzing potential strategies and marketing tactics for IIBC The committee concluded that the Institutes’ current marketing approach to brokers is basically appropriate for maintaining its current share of the broker market. It seems to work well in reaching employees of organizations with IIBC members and a tradition of supporting Institute programs and membership – primarily companies, adjusters and major brokers. The strategy can be less effective in reaching the majority of brokers whose educational needs are substantially met by IBABC and company programs, but who know little or nothing about the scope and value of the Institutes’ programs. Three strategic recommendations resulted from the project: 1. To continue to regard IBABC as a respected competitor and not as a potential partner. 2. To continue and enhance the present approach of directly marketing the Institutes’ programs to individual brokers as a superior resource for licensing and continuing education, and professional growth—making maximum use of the existing membership network. 3. To explore the cost and benefits of strategies for capturing a significantly expanded share of the broker market. attendees) and Course of Construction (70 attendees). Volunteer Acknowledgement The accomplishments of the Professional Division are the result of many dedicated, hard-working and committed volunteers. We’ve been so fortunate to have Chairs & Co-Chairs with tremendous leadership abilities. We truly value what our volunteers do for the IIBC and for our members year-after-year. As a thank you to all of our Council & Committee volunteers, we hosted our 6th Annual Volunteer Appreciation lunch for the Executive, Council Chairs and committee members at Steamworks. This was a well-attended event as it always is. On a final note, I’d like to once again thank the IIBC staff for all they do from the office to support our members and our volunteers. Each of these women is truly amazing and very much part of the success of our local Institute. Respectfully submitted, Kerry McLaughlin, CIP, ACS 2nd Vice President, Professional Division Insurance Institute of BC Seminars The seminars committee was chaired this year by Lianne Crawford, CTDP, CIP, HUB International Insurance Brokers. This Committee continues year-over-year to produce amazing results. They organized some great seminars for our members and are well into planning for the upcoming year. This past year included: • Academic Seminars – 7 (target of 8) – 286 attendees with an average of 41 attendees per seminar • CIP Society Seminars – 10 (target of 8) – 479 attendees with an average of 48 attendees per seminar Our seminar attendance increased by 5% over last year. Our top 3 seminars were Commercial General Liability: Back to the Basics (77 attendees), Earthquakes in Canada: The Risk Realities (76 10 11 Vancouver Island Chapter President’s Report at the Victoria Golf Club. We recognized 9 CIP graduates. In addition to the CIP diplomas there were also 4 awards handed out. Each and every one of our graduates should be very proud of their achievement. Congratulations to all of you. The Vancouver Island Chapter of the Insurance Institute of BC continues to maintain our membership presence with 600 members. Our strong membership number ensures that our input on both the provincial and national levels is heard. During the past term, I had the opportunity to travel to Regina for the IIC Western Regional meetings and to Winnipeg for the Board of Governors and National AGM. I’ve come back with valuable insight on how we compare to other chapters within the Insurance Institute of Canada. We have a strong team of council members on the Island. We could not have offered the many seminars, events, and classes without each of the committee members’ valuable time contribution. I feel very fortunate to have had the opportunity to work with a great group of council and committee members and develop friendships with each of you. I’m pleased to report that we were able to successfully offer 6 seminars during the 2014 -2015 term. In lieu of holding a Volunteer Appreciation night in 2014, gift cards were hand-delivered or mailed to 31 individuals who volunteered their time to IIBC as proctors, instructors or committee members for the past year. We truly appreciate all the support provided to IIBC, without it our programs would not be the success that they are. Our 8th Annual CIP Society Golf tournament was held on June 19, 2014, at Olympic View Golf Club with 91 golfers and an extra 14 attendees for the dinner. This event is always lots of fun. This is of course in large part due to the generosity of all our sponsors who help make this a successful event. We look forward to seeing you at the 9th Annual Golf tournament which is being held on June 24, 2015, at Victoria’s Olympic View Golf Course. We hope to see you on the Greens! We hosted two cocktail events, one in Nanaimo at the Grand Hotel on September 18, 2014, with 34 attendees, and the other in Victoria at the Bard & Banker Pub on October 30, 2014, with 64 attendees. Those in attendance enjoyed a fabulous appetizer buffet and networking with others in the insurance industry. On September 26, 2014, we held our 3rd Annual Past President’s event at the Fireside Grill in Victoria. What an honour it was to have Barrie Bate (President 1965-1966) and Dudley Blaschek (President 19661968) in attendance at this past year’s dinner. We hope to see them and many more out to our 4th annual Past President’s dinner this fall. I have been on the council for over six years and have enjoyed it each year. I have made many new friends and learned more than I could have possibly thought I would. I am honoured to work with a great group of council members who have volunteered their time, energy and expertise to plan each seminar, event and CIP class. For the upcoming term we have some shuffling amongst the Chair positions. I would like to take this opportunity to give a heartfelt thanks to Tracy Malone for all the great work she has done as our Events Chair. A role she took over in January 2013. Sylvia Bernat will be taking over as Events Chair, thank you Sylvia. Melissa Stedman will move from Seminar Chair to Secretary-Treasurer in preparation of being our next President in 2 years’ time. Thank you Melissa for all the work you put in the past 2 years as seminar chair. I will be stepping back into the role as Seminar Chair. Of course, a huge thank you to all of our committee members, and to Donna Salahor, our Vancouver Island Marketing Coordinator, for her help and guidance to our entire committee and in particular to me throughout my time as President. I would like to thank the Vancouver Executive Committee for their continuous support to the Vancouver Island Chapter. After enjoying my two-year term as President, I am looking forward to my role as Past President for the 2015 – 2016 term. I know that Dale Rogoza will do an outstanding job as our new President over the next two years. Respectfully Submitted, Wayne Coates, BA, CIP President, Vancouver Island Chapter Insurance Institute of BC On November 21, 2014, we held our Annual Awards Dinner & Dance 12 13 Award Winners Insurance Institute of BC Awards Fellow, Chartered Insurance Professional Awards Chartered Insurance Professional Awards The Knollys Shield Award Top Student – Underwriting Major Leonard J. DeVito Memorial Gold Medal Award Rachel Cheong CMW Insurance Services Malcolm C. Simpson Memorial Sneha Naik Silver Medal Award Northbridge Insurance Bronze Medal Award Sheetal Lakhan Northbridge Insurance Fellow, Chartered Insurance Professional Awards Norman Bortnick Memorial Gold Medal Award Louisa Cheung Gore Mutual Insurance Silver Medal Award Anne Sundstrom Northbridge Insurance Robert Yates Memorial Bronze Medal Award Annie Leong Ecclesiastical Insurance Crystal Stroeder Wawanesa Mutual Insurance The Colin Atkinson Bing Xia Memorial Award Wawanesa Mutual Insurance Runner Up – Underwriting Major The James Richardson Award Louisa Cheung Top Student – Gore Mutual Insurance Management Major The Insurance Bureau of Annie Leong Canada Award Ecclesiastical Insurance Runner Up – Management Major New Track Fellowship Program Award Top First Year Student Suzanne Armour Province of BC Risk Management Branch Special BC Awards CIP Instructor of the Year Terri Johnson, BGS, FCIP Insurance Institute of Canada Awards Chartered Insurance Professional Awards The Ralph Sketz Prize Gold Prize Winner – Top Student Rachel Cheong CMW Insurance Services Independent Broker Prize Top Graduate – Independent Broker Rachel Cheong CMW Insurance Services David C. Skingsley Memorial Award — BC Volunteer of Distinction Graham Haigh, BA, FCIP, CAIB Wawanesa Mutual Insurance The Honourable Order of the Sneha Naik Blue Goose International Prize Northbridge Insurance 3rd Runner Up 14 15 Fellow, Chartered Insurance Professional Graduates Pari Abbassi Cecilia Do Mimi S. Eng Karin Evans Jennifer Lehman Jane Low Ena Buu Y. Ly Jennifer Ju Ou Lori Pade David Predeaux Jacqueline Sutton Rosanne M. Thachuk Sasha Todorovic Bing Xia Management Beacon Underwriting Risk Management ICBC Management ICBC Risk Management Aon Reed Stenhouse Management Peter F. Pook Ins. Agencies Risk Management Canadian Direct Insurance Management Canadian Direct Insurance Risk Management Wawanesa Mutual Insurance Underwriting Westland Insurance Group Ltd. Risk Management ICBC Risk Management Northbridge Insurance Management CNS Risk Management Federated Insurance Underwriting Wawanesa Mutual Insurance HONOURS GRADUATES Yana Bogusinski Risk Management Crawford & Company (Canada) Louisa Cheung Management Gore Mutual Insurance 16 Annie Leong Greg Leong Tara MacDougall Natasha Silen Crystal M. Stroeder Anne Sundstrom Xue Hong (Irene) Wu Management Ecclesiastical Insurance Office PLC Management Economical Claims/Family Insurance Management The Co-operators Risk Management Marsh Canada Ltd. Underwriting Wawanesa Mutual Insurance Risk Management Northbridge Insurance Risk Management Wawanesa Mutual Insurance Fellow, Chartered Insurance Professional New Track Graduate Leslie Young — Intact Insurance Chartered Insurance Professional Graduates Alfonso G. Abraham — Abel AlemBCAA Jessica Anderson Metrix Professional Insurance Bkrs Tracey Arnold Fortis BC Inc. Jason Au Northbridge Insurance Shelly A. BeagleICBC Athina Beemish CMW Insurance Services Carolyn Bigelow Coastal Community Ins. Svc. (2007) Marvin BjornsonICBC 17 Courtney Anne Elise BlairICBC Peter Brach — Leah Brambleby Can-Sure Underwriting Arles Christian BuizaCNS Theresa Cabano Aviva Canada Inc. Crystal A. Cameron Aon Reed Stenhouse Melissa Cander HUB International Insurance Bkrs Michael Caron Canadian Direct Insurance Stephen Carr Aviva Canada Inc. Rhys CarterRSA Shannon CastelICBC Pedro A. Catalan Intercon Insurance Services Tyler Tai Leung Chan Barnescraig & Associates Chris ChangCNS Aimei ChengCNS Vivien Cheung Intact Insurance Susan ChinICBC Cheryl Heng Pei Chou World Insurance Services Ltd. Audrey Chow Zurich Canada Miguel Churchill BrowneICBC Lindsay ChuteICBC Aaron ColeyICBC Melanie Davies Vancouver Island InsuranceCentres Spencer Denton Jardine Lloyd Thompson Canada Thomas Martin Dickens Zurich Canada Shannon DuffyCNS Dara-Lee Duncan BFL CANADA Insurance Services Jamie EckertCNS Angie ElhalhuliICBC Anthony Esposito BFL CANADA Insurance Services Edward Fitch CNS Insurance Company John Fitzgerald Crawford & Company (Canada) Sherri GerakICBC Aman Ghaug TSN Insurance Services 18 Sheila Gill Willis Canada Inc. Jessica L. Gojevic Economical Claims/Family Insurance Chari GrantICBC Jo Ann Guerrero Northbridge Insurance Heather Hansen Westland Insurance Group Jacqueline Dyane Harper Envision Insurance Services Delwen HarrisICBC Sarah HawkICBC Tiffany Erin Hon Intact Insurance Michelle Stephenson Aviva Canada Inc. Geri JacksonICBC Barbara Johnson Christie-Phoenix (Victoria) Ltd. Graeme Jones Cunningham Lindsay Christina Jones Coast Capital Insurance Services Ltd. Josipa Katinic BFL CANADA Insurance Services Manpreet Kaur Insure BC Timothy Koh Economical Insurance Sara Krzywicki BFL CANADA Insurance Services Riana Laakmann Intact Insurance Dino LaurelICBC Connie Leung Wawanesa Mutual Insurance Lauren Leupen Irvine Island Heritage Ins. Co. Ltd. Kelly Lewis-FearsClaimsPro Emily Li — Mai Lien Aon Risk Solutions Lilibeth Lin Metrotown Dason Insurance Services Rinawati Liu Gore Mutual Insurance Braden Lively Jardine Lloyd Thompson Canada Linda Lockyer Intact Insurance Gelareh Matheson HUB International Insurance Bkrs Lira McCormackICBC Melissa McKenzie Intact Insurance Rob McLeod Metrix Professional Insurance Bkrs Emma Megson Megson FitzPatrick Ins. Services 19 Adam Mills HUB International Insurance Bkrs Kailyn MisewichCNS Leann Mitchell Aviva Canada Inc. Elizabeth Murray Intact Insurance Dawn Ormond Intact Insurance Joshua ParkICBC Kathy ParslowICBC Tara PassmoreICBC Andrea Alejandra Portugal Aon Reed Stenhouse Sa’ul Powell Intact Insurance Cynthia Prasad Mardon Insurance Brokers Hui Qiu Wawanesa Mutual Insurance Livleen Rai Northbridge Insurance Norm RidleyICBC David RustICBC Mervin Schneidmiller Inspect Right Property Inspection Lalitha Sharma Marsh Canada Ltd. Adam ShauntzICBC William Slade Crawford & Company (Canada) Julia Steeves Kastelein Stout Insurance Agencies Peter Stein Wawanesa Mutual Insurance Clare Mairead Stewart Mutual Fire Insurance Pamela Stewart Aviva Canada Inc. Alexander Stonkus CNA Canada Susan SuhICBC Kelly Tam Sovereign General Insurance Daria Ugandeeva Economical Claims/Family Insurance Ian UrquhartICBC Brooke ValleICBC Keely Ann Vestergaard The Magnes Group Inc. Brittany Vickers GNK Insurance Clarisa Wang The Co-operators Philip Jiong Gang Wang Central Agencies Ltd. Andrew WarkentinICBC 20 Judy Wen Shannon Williams Stephen Wolfe Kim Wong Yu Cong (Lily) Xin Stephanie Yuen Lan Yau Shekib Yousofi Richmond Yu Cynthia Yuan Fiona Yung Jacqueline Q. Zhang Amanda Zhou Penn Insurance Agency Ltd. Aldergrove Insurance Aon Reed Stenhouse HUB International TOS Ins. Services University Insurance Brokers Wawanesa Mutual Insurance Canadian Direct Insurance Aviva Canada Inc. — Intact Insurance CMW Insurance Services Zurich Canada HONOURS GRADUATES Rachel Cheong CMW Insurance Services Sheetal Lakhan Northbridge Insurance Sneha Naik Northbridge Insurance Kaili SmithICBC 21 Seminar Report CIP Society Report Vancouver SEMINAR TITLE DATE ATTENDANCE Course of Construction Old Home Electrical Fire Surety Green Building Product Liability CGL April 23, 2014 May 22, 2014 May 27, 2014 September 17, 2014 October 16, 2014 March 25, 2015 70 29 19 18 40 76 Vancouver Island SEMINAR TITLE DATE ATTENDANCE Motor Truck Cargo – Victoria Fire Investigation – Nanaimo Water Damage Mitigation – Victoria Earthquake – Victoria Fire Investigation – Victoria May 28, 2014 September 18, 2014 November 19, 2014 18 15 23 January 29, 2015 February 24, 2015 33 16 New Westminster SEMINAR TITLE DATE Win/Win Negotiation May 7, 2014 ATTENDANCE 32 Free Education Week Seminars SEMINAR TITLE DATE Study Skills – Victoria Study Skills Webinar February 24, 2015 February 26, 2015 22 ATTENDANCE 8 32 CIP ProEdge Seminars Vancouver SEMINAR TITLE DATE ATTENDANCE Earthquake April 19, 2014 Cyber Liability April 29, 2014 Top Cases & Industrial DevelopmentsSeptember 9, 2014 Condos & Coop – Legal Issues September 11, 2014 Extreme Wildfires October 22, 2014 Understanding Hoarders & February 4, 2015 Managing Their Claims Reefer Madness (Illegal & February 24, 2015 Legal Grow-Ops) 76 63 41 63 15 56 59 Vancouver Island SEMINAR TITLE DATE ATTENDANCE Business Interruption – Victoria October 15, 2014 30 Webinar (Online Seminar) SEMINAR TITLE DATE ATTENDANCE Excess & Primary Liability Insurers May 21, 2014 Liquor Host Liability Law November 6, 2014 Cyber Liability February 12, 2015 24 24 40 CIP Events EVENT DATEATTENDANCE Golf Tournament – Vancouver Golf Tournament – Victoria Boat Cruise – Kelowna Cocktail Event – Nanaimo Wine Tasting – Vancouver Cocktail Event – Victoria Cocktail Event – Kelowna Wine Tasting – Vancouver Battle of the Insurance Bands June 6, 2014 June 19, 2014 July 11, 2014 September 18, 2014 September 25, 2014 October 30, 2014 January 22, 2015 January 22, 2015 March 5, 2015 154 95 67 34 52 70 58 65 304 23 Student Enrollment CIP Program In-Class 2014 - 2015 2013 - 2014 2012 - 2013 Lower Mainland Evening classes Downtown Vancouver 400 414 464 Surrey 37 5269 North Vancouver 16 25 0 Langley 24 3017 New Westminster/Burnaby 0 6 6 Fast Track classes 345 376325 (various locations) In-House classes 11 00 (various locations) Total Lower Mainland 833 903881 Vancouver Island Victoria 43 3423 Duncan/Nanaimo 5 116 Total Vancouver Island48 45 29 Kelowna 0 50 Total In-Class 881 953 910 Online Class 204 148 239 Total IIBC Classes 1085 1101 1149 Distance Learning 830 752686 Total CIP Enrollment 1915 1853 1835 General Insurance Essentials Program Level 1 Brokers’/Adjusters’ Licensing Program (GIE) 2014 - 2015 2013 - 2014 2012 - 2013 In-Class (Vancouver & 149 166155 Victoria) Virtual 0 140 Home Study 140 132 123 Total 289 320 278 24 25 Minutes of the 2015 Annual General Meeting Committee, the Okanagan Committee, and the Marketing and Communications Committee. Graham Haigh moved for the acceptance of the report, seconded by Hank Stevens. Motion carried. Thursday, June 25, 2015 Professional Division Report The Insurance Institute of BC 1110 - 800 West Pender Vancouver, BC A quorum being present, the President, Mark Francis, called the meeting to order at 4:03 pm. Those in attendance were: Executive and Staff President 1st Vice President 2nd Vice President Past President Vancouver Island President Manager Seminar & Events Coordinator Education Coordinator Other Members of IIBC Barrie Bate Pierre Chavigny Sharon Craver Lianne Crawford John Dickinson Graham Haigh Sharon Knotts Kelly Krakonchuk Terry Leibel Hugh Lindsay Phil Neame Glenda Ouellette Mark Francis Jennifer Perry Kerry McLaughlin Jan Brownridge Dale Rogoza Danielle Bolduc Winnnie Hon Sandra Enriquez David Sheppard Shaun Sinclair Hank Stevens Ian Thompson Sarah Tung Notice of Meeting Proof of Notice of the Annual General Meeting e-mailed to all Members on May 21, 2015, was read by the Past President, Jan Brownridge, on behalf of the Secretary-Treasurer, Manjit Biring. Report on Quorum Jan Brownridge, on behalf of the Secretary-Treasurer confirmed that the quorum had been met as required by the Bylaws. Minutes Kerry McLaughlin, 2nd Vice President, presented the Report of the Professional Division. This report included information on the activities of the Events Committee, Seminar Committee and Future Directions Committee. Glenda Ouellette moved for the acceptance of the report, seconded by Sharon Knotts. Motion carried. Vancouver Island Chapter Report The newly elected President of the Vancouver Island Chapter, Dale Rogoza, presented the President’s report of the Vancouver Island Chapter which was presented at their AGM on June 11, 2015. Pierre Chavigny moved the acceptance of the report, seconded by Sharon Craver. Motion carried. President’s Report Mark Francis, President, submitted his report on the year’s activities. Glenda Ouellette moved the acceptance of the report, seconded by John Dickinson. Motion carried. Financial Report Jan Brownridge on behalf of Manjit Biring, Secretary-Treasurer, presented the Financial Report including the financial statements submitted by the auditors. Jan Brownridge moved the acceptance of the report, seconded by Graham Haigh. Motion carried. Approval of Acts of Directors It was moved by Jan Brownridge, on behalf of the Secretary-Treasurer, that: All acts, contracts, bylaws, proceedings, appointments, elections, and payments enacted, made, done or taken by the Governing Council, Officers and committees of this Institute since the date of the last annual meeting be hereby approved and confirmed. The minutes of the 2014 Annual General Meeting were circulated to the membership. John Dickinson, seconded by Shaun Sinclair, moved adoption of the minutes. Seconded by Hank Stevens. Motion carried. Motion carried. Academic Division Report Jennifer Perry, 1st Vice President, presented the Report of the Academic Division. This report included information on the activities of the Education 26 27 Election of New Officers and Directors Banking Resolution In accordance with Article V, Section 5, Paragraph (a) of the Bylaws of The Insurance Institute of British Columbia the following is a listing of proposed Officers and Council Members for election at the next Annual Meeting: Sharon Craver, Secretary-Treasurer, moved that: Officers: President: Jennifer Perry, CHRP, CPM HUB International Insurance Brokers 1st Vice President: Jan Brownridge, BA Hons, FCIP, CRM Munich Reinsurance Company of Canada 2nd Vice President: Manjit Biring, MBA, FCIP HUB International Insurance Brokers Secretary/Treasurer: Sharon Craver, BAA, CIP, CRM Insurance Corporation of British Columbia Past President: Mark Francis, FCIP, ACS Insurance Corporation of British Columbia Council Members: Lianne Crawford, CIP Gore Mutual Insurance Debra Copeland, BA, FCIP Intact Insurance Sharon Knotts, CBA, FCIP The Guarantee Kelly Krakonchuk, CIP CNS Terry Leibel, CIP, CAIB Capri Insurance Services Sarah Tung, BCom, FCIP, CRM Intact Insurance Duly elected President of the Vancouver Island Chapter of The Insurance Institute of British Columbia Representatives to the Governing Council of the Insurance Institute of Canada: Jennifer Perry, CHRP, CPM Jan Brownridge, BA Hons, FCIP, CRM Duly elected President of the Vancouver Island Chapter of the Insurance Institute of British Columbia Mark Francis, FCIP, ACS (Alternate) The President, 1st Vice President, 2nd Vice President, SecretaryTreasurer, Past President, and Manager or any two of them be authorised to sign cheques and that any one of them shall make deposits with the bank and endorse cheques for deposit and receive all paid cheques and other debit vouchers and give receipts thereof and that the Manager and any one other member of the Institute Staff sign all cheques and other negotiable instruments given under the bank act or other law authorising the giving of the same up to and including the amount of $1,000.00, made, drawn, accepted, endorsed or executed in the name of the Institute. Seconded by Lianne Crawford. Motion carried. Other Business There being no other business, the meeting was adjourned by Graham Haigh at 4:55 pm. Respectfully submitted, Danielle Bolduc, BComm, CIP on behalf of Manjit Biring, MBA, FCIP Secretary-Treasurer Insurance Institute of BC The Report of the Nominating Committee was presented by Jan Brownridge, Past President and Chair of the Nominating Committee. Hugh Lindsay moved the acceptance of the report, seconded by Sharon Craver. Motion carried. Appointment of Auditors The newly elected Secretary-Treasurer, Sharon Craver, moved that: BDO Dunwoody LLP, Chartered Accounts & Consultants, be appointed auditors for the ensuing year at a fee to be determined. Seconded by Hugh Lindsay. Motion carried. 28 29 IBDO Tel: 905 270 7700 Fax: 905 270 7915 Toll-Free: 866 248 6660 www.bdo.ca BDO Canada LLP 1 City Centre Drive, Suite 1700 Mississauga ON L5B 1M2 Canada Independent Auditor's Report To the Members of Insurance Institute of British Columbia We have audited the accompanying financial statements of the The Insurance Institute of British Columbia ("the Institute") which comprise the balance sheet as at March 31, 2015 and the statements of funds invested in capital assets, general fund, CIP society fund, revenue and expenditures - general fund, revenue and expenditures - CIP society fund and cash flows for the year then ended and a summary of significant accounting policies and other explanatory information. The Insurance Institute of British Columbia Financial Statements Management's Responsibility for the Financial Statements For the year ended March 31, 2015 Management is responsible for the preparation and fair presentation of these financial statements in accordance with Canadian accounting standards for not-for-profit organizations, and for such internal control as management determines is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor's Responsibility Contents Independent Auditor's Report 312 Financial Statements Balance Sheet 323 Statement of Funds Invested in Capital Assets 4 33 Statement of General Fund 4 33 Statement of GIP Society Fund 4 33 Statement of Revenue and Expenditures - General Fund 345 Statement of Revenue and Expenditures - CIP Society Fund 356 Statement of Cash Flows 367 Notes to Financial Statements 37 8 -11 Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with Canadian generally accepted auditing standards. Those standards require that we comply with ethical requirements and plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Opinion In our opinion, these financial statements pres�nt fairly, in all material respects, the financial position of the Institute as at March 31, 2015 and the results of its operations and its cash flows for the year then ended in accordance with Canadian accounting standards for not-for-profit organizations. Chartered Professional Accountants, Licensed Public Accountants Mississauga, Ontario May 4, 2015 BDO Canada LLP, a Canadian limited liability partnership, is a member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. 30 31 Insurance Institute of British Columbia Statement of Funds Invested in Capital Assets Balance, beginning of year 2014 2015 For the year ended March 31 $ 35,916 $ (12,333) Amortization for the year Balance, end of year 25,853 21,237 Transfer from General Fund $ 23,583 (11,174) $ 35,916 Statement of General Fund 2015 For the year ended March 31 Balance, beginning of year 3,000 $ Excess of revenue over expenditures for the year 2014 $ 107,108 119,326 110,108 Transfer to Funds Invested in Capital Assets (21,237) Transfer to The Insurance Institute of Canada Balance, end of year 3,000 116,326 (116,326) 3,000 $ (85,871) $ 3,000 Statement of CIP Society Fund For the year ended March 31 Balance, beginning of year 2015 Excess of revenue over expenditures for the year Transfer to The Insurance Institute of Canada Balance, end of year 6,000 $ 2014 $ 6,000 34,058 28,602 40,058 34,602 (34,058) (28,602) $ 6,000 $ 6,000 The accompanying notes are an integral part of these financial statements. 32 33 34 35 Insurance Institute of British Columbia Insurance Institute of British Columbia Statement of Cash Flows For the year ended March 31 2014 2015 Cash was provided by (used in) March 31, 2015 1. Significant Accounting Policies Operating activities Excess of revenue over expenditures for the year - General operations $ - CIP Society Adjustments to reconcile excess of revenue over expenditures for the year to cash provided by operations Changes in non-cash working capital balances Accounts receivable Prepaid expenses Accounts payable Deferred revenue Due to The Insurance Institute of Canada Purpose of Organization 116,326 34,058 $ 18,682 14,337 53,925 (264) 35,911 107,108 28,602 7,623 (28, 174) (67,613) 13,731 33,930 95,207 272,975 Investing activities Purchase of capital assets (150,384) (114,473) Net change in cash during the year 122,591 . (40,503) Cash, beginning of year 266,849 307,352 $ 389,440 $ 266,849 The Institute is an incorporated non-profit organization that is dedicated to providing educational courses and resources to the insurance industry of British Columbia. The organization is a non-profit organization and, as such, is exempt from income tax. Basis of Accounting The Institute follows the deferral method of accounting for contributions. Revenues and expenses are recorded on the accrual basis, whereby they are reflected in the accounts in the year in which they have been earned and incurred, respectively, whether or not such transactions have been finally settled by the receipt or payment of cash. Revenue Recognition Membership fee revenue is recognized over the term of the membership period. Course, seminar and other event revenues are recognized upon completion of the event. Other revenues are recognized upon provision of the goods or service. Donation revenue is recognized upon receipt. Grant revenue is recognized in the period to which it relates or as related specific expenses are incurred. Capital Assets Capital assets are recorded at cost less accumulated amortization. Amortization based on the estimated useful life of the asset is charged directly to Funds Invested in Capital Assets as follows: (21,237) Financing activities Transferred to The Insurance Institute of Canada Cash, end of year Notes to Financial Statements Computer equipment 4 years straight line basis and software Furniture and fixtures - 10 years straight line basis Equipment 4 years straight line basis Leasehold improvements over the term of the lease on a straight line basis Funds Invested in Capital Assets The Funds Invested in Capital Assets represents funds used for the acquisition of capital assets. All amortization of capital assets is charged directly to this fund. General Fund The General Fund of the Institute is maintained at an amount of $3,000 as agreed upon with The Insurance Institute of Canada. The balance of the General Fund over the above $3,000 becomes payable to The Insurance Institute of Canada with the exception of additional agreed amounts appropriated to reserve accounts. Any operating deficit is potentially recoverable from The Insurance Institute of Canada subject to review and approval by the Executive Finance Committee in accordance with the Provincial Institute Financing Guidelines. The accompanying notes are an integral part of these financial statements. 36 37 Insurance Institute of British Columbia Notes to Financial Statements March 31, 2015 1. Significant Accounting Policies ( continued) Unless otherwise noted, it is management's opinion that the Institute is not exposed to significant interest, credit or currency risks associated with its financial instruments. Financial Instruments Financial instruments are recorded at fair value when In subsequent periods, financial acquired or issued. instruments are reported at cost or amortized cost Jess impairment, if applicable. Financial assets are tested for impairment when changes in circumstances indicate the asset could be impaired. Transaction costs on the acquisition, sale or issue of financial instruments are expensed for those items remeasured at fair value at each balance sheet date and charged to the financial instrument for those measured at amortized cost. 2. Awards Trust Fund 2015 Balance, beginning and end of year Represented by Cash 2014 $ 9,000 $ 9,000 $ 9,000 $ 9,000 The Fund was established to accumulate revenue for the purpose of distributing awards to students in Insurance. The Awards Trust Funds are included with the general bank account. 3. Capital Assets Computer equipment and software Equipment Furniture and fixtures Leasehold improvements Cost Jess accumulated amortization 38 2015 2014 Accumulated Cost Amortization Accumulated Amortization Cost $ 35,002 61,029 42,677 97,916 $ 34,517 44,367 36,241 97,916 $ 35,002 61,029 42,677 97,916 $ 34,194 35,669 32,929 97,916 $ 236,624 $ 213,041 $ 236,624 $ 200,708 $ 23,583 $ 35,916 39 Instructors 2014 -2015 Manjit Biring, MBA, FCIP HUB International Insurance Bkrs Linda Calbick, CIP, ACS Insurance Corporation of BC March 31, 2015 Mary Chang, FCIP, CRM Wawanesa Mutual Insurance 4. Lynda Crawford, BA, FCIP, CRM Insurance Corporation of BC Tracey Deschenes, BA, CIP Intact Insurance Company Insurance Institute of British Columbia Notes to Financial Statements Commitment The Institute has entered into an operating lease for its premises to March 31, 2017 with a renewal option. The minimum annual lease payment for the next two years is as follows: 2016 2017 $ 42,794 44,739 Kerry Diehl, B.Comm (H), CIP, CAIB Insurance Council of BC Martin Dunstan, BA, FCIP — Karen Graves, BA, CIP, ACS Talbot Insurance Services Graham Haigh, BA, FCIP, CAIB Wawanesa Mutual Insurance Wayne Hickey, BA (Ed.), FCIP, CRM Methanex Corporation Terri Johnson, BGS, FCIP — Colette Justa, CIP, CAIB Federated Insurance Kelly Krakonchuk, CIP RSA Pamala Louttit, CIP Mutual Fire Insurance Co. of BC Christopher Marbella, BA, CIP Insurance Corporation of BC Darlene McBride, FRM, CIP Boiler Inspection & Ins. Co. of Canada Maurice McFadden, CIP McFadden Insurance Services John McKenzie, BA, CIP, DPSM Canadian Direct Insurance Kerry McLaughlin, CIP, ACS Catalyst Paper Corporation Michael Mesic, BA, FCIP, CAIB Peace Hills Insurance Neil Nason, C.Tech, CIP, CRM Intact Insurance Company Vince Pritchard, FCIP Royal Claims Services Tim Provenzano, BGS, CIP, CSP(D) London Drugs, Ins. Svc. Dept. Shaun Sinclair, MBA, FCIP, CRM British Columbia Inst. of Technology Karin Singbeil, FCIP, CRM, CIA Insurance Corporation of BC Brad Smith, LL.B, LL.M, CIP Bradford F. Smith Law Corporation Gary Smith, MBA, CIP, CRM Intact Insurance Company Dennis Summerhayes, CIP, CRM Excel Adjustco Michael Talbot, BA, FCIP, RF Gallagher Bassett Canada Leanne Taylor, CIP Insurance Corporation of BC Greg Thierman, CIP, CFE Crawford & Company (Canada) Rose Tomlinson, CIP, ACS, CTDP Intact Insurance Company Monica Woldring, CIP, CAIB, CCIB (BC) A-WIN Insurance Network 40 41 Past Presidents Adam McBride...................................................................... J.F. Parrott, FIIC ................................................................... H.W. Winter, FIIC ................................................................ William G. Stott, FIIC .......................................................... F. LeCouteur ......................................................................... George Bower, FIIC ............................................................. Percy H. Turner, AIIC .......................................................... C. Anthony de Cosson, AIIC ................................................ A.E. Warrick, FIIC ............................................................... Colin Smith, FCIS, FCII ...................................................... Peter Sloman, FCIP, AIIA .................................................... J. Edward Lewis, AIIC ......................................................... A.H.B. Wotherspoon, FIIC ................................................... John A. Bell........................................................................... Frederick Ferries .................................................................. James W. Phelps, FIIC ......................................................... John T. Hoyle, FCIP ............................................................. James C.T. McLean, BComm, CIP ...................................... Harold Duggan, FCIP .......................................................... John Berg, BSc, FCIP .......................................................... Bernard P. Hanby, CIP .......................................................... Peter G. Westlake, FIIC ........................................................ Ronald E. Newcomb, CIP .................................................... Barrie E.G. Bate, FIIC ......................................................... T. Michael Porter, FCIP, ICD.D ........................................... Robert J. Jones, FCIP ........................................................... Glen Kalmar, FCIP, ARM .................................................... David R. Holbrook, FCIP .................................................... Hugh Lindsay, FCA, CIP ..................................................... Larry McCombe, AIIC.......................................................... Michael Lofting, CIP ........................................................... W. Ian Thompson, BSc, FCIP .............................................. Henry Sienema, MA, AIIC .................................................. Philip J. Neame, FCIP .......................................................... Alan Brunskill, CIP .............................................................. Henry (Hank) Stevens, FCIP ............................................... John Reid, FIIC, CRM ......................................................... Tia Chisholm, FCIP, CRM ................................................... David R. Sheppard, BA, CIP ................................................ Bruce G. McLachlan, CIP..................................................... 42 1947 - 1948 1948 - 1950 1950 - 1952 1952 - 1954 1954 - 1955 1955 - 1957 1957 - 1959 1959 - 1961 1961 - 1963 1963 - 1965 1965 - 1967 1967 - 1969 1969 - 1970 1970 - 1971 1971 - 1972 1972 - 1973 1973 - 1974 1974 - 1975 1975 - 1976 1976 - 1977 1977 - 1978 1978 - 1979 1979 - 1980 1980 - 1981 1981 - 1982 1982 - 1983 1983 - 1984 1984 - 1985 1985 - 1986 1986 - 1987 1987 - 1988 1988 - 1990 1990 - 1991 1991 - 1992 1992 - 1993 1993 - 1994 1994 - 1995 1995 - 1996 1996 - 1997 1997 - 1998 Terri Johnson, BGS, FCIP.................................................... 1998 - 1999 Patti Kernaghan, FCIP, CRM................................................ 1999 - 2000 Bruce MacDonald, MBA, FCIP, CRM.................................. 2000 - 2001 C. David Porter, LL.B., FCIP, CRM...................................... 2001 - 2002 Glenda Ouellette, BA, MBA, FCIP...................................... 2002 - 2003 Debbie Ferguson, FCIP, CCIB, CRM................................... 2003 - 2004 Phil Cunningham, BA (Hons), CIP, PgDip........................... 2004 - 2005 John Dickinson, BA, FCIP.................................................... 2005 - 2006 Carol Kuzyk, FCIP, CRM.................................................... 2006 - 2007 Andrew Janzen, BComm, FCIP, FRM, CAIB..................... 2007 - 2008 Graham Haigh, BA, FCIP, CAIB......................................... 2008 - 2009 Shaun Sinclair, MBA, FCIP, CRM....................................... 2009 - 2010 Mike Dakin, BA, CIP........................................................... 2010 - 2011 Wes Chowen, BA, CIP, CRM............................................... 2011 - 2012 Pierre Chavigny, CIP, CRM................................................. 2012 - 2013 Jan Brownridge, BA Hons, FCIP, CRM............................... 2013 - 2014 Mark Francis, FCIP, ACS..................................................... 2014 - 2015 43 Foundation Fellows Insurance Institute of BC Donors 2014 -2015 Foundation Fellows – 1954 Bower, G. Dickson, S. Hodge, G.C. Parrott, J.F. Stott, W.G. Winter, H.W. Christie, J.D. Hann, F.M. MacDonald, D. Platt, A.H. Westgate, O. Maintenance Fund Insurance Corporation of British Columbia Foundation Associates – 1954 Atkinson, M.A. Bale, E.G. Hortin, R.E. King, H.D. Meredith, G.M. Partridge, Wm. Warkman, T.W. Baird, P. de Cossen, C.A. Kemble, E.L. Lanyon, W.P. Nightingale, G. Silva-White, R.S. Wood, C.E. Honorary Life Members Bate, Barrie E.G., FIIC Brown, Herbert P.R. Cleland, James G. Leigh, Robert B., FIIC Norminton, J.A. Rolston, Robert C. Turner, George R. Wickham, Bert, FIIC, CLU Blascheck, Dudley, AIIC Clayton, John C. Lefever, Charles E. Naylor, John R. Parsons, George Tunnicliffe, Gordon L., FIIC Warrick, A.E., FIIC Insurance Institute of BC Convocation Sponsors 2014 Vancouver BFL CANADA Insurance Services, Inc. CNS ClaimsPro Economical Insurance Intact Insurance Insurance Corporation of British Columbia Kernaghan Adjusters Travelers Canada Wawanesa Mutual Insurance 44 45 Insurance Institute of BC Convocation Sponsors 2014 CONTINUED Victoria Aon Reed Stenhouse Inc. Aviva Insurance Company Brown Bros. Agencies Limited Carfra & Lawton Lawyers Christie Phoenix Insurance Ltd. Claimspro Claimworks Coast Capital Insurance Services Coast Claims Service Ltd. Crawford & Company (Canada) Inc. Downs Construction Ltd. The Economical Insurance Group Excel Adjustco Inc. Griffin Restorations Services Inc. Insurance Corporation of British Columbia Intact Insurance Jones Emery Hargreaves Swan LLP Megson FitzPatrick Insurance Services Michael O’Meara & Co. Barristers On Side Restoration Services Ltd. Peach Hill Insurance Rocky Cross Construction RS Restoration Services Disaster Kleenup Seafirst Insurance (Westshore) Wawanesa Mutual Insurance 46 The Insurance Institute of British Columbia 1110-800 West Pender St. Vancouver, BC, V6C 2V6 Phone: 604.681.5491 Fax: 604.681.5479 www.insuranceinstitute.ca [email protected]
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