Internal Audit professionals from all career levels are invited to attend this annual meeting to gain new knowledge, share ideas and network with their industry peers.
Topics for this event may include:
This meeting offers Continuing Professional Education (CPE) credits.
Vice-President, Chief Audit Officer Co-operators Group Limited
Margaret-Ann Brooks has responsibility for strengthening internal controls and governance while also promoting fraud and risk awareness. Over 20 years ago, she joined Co-operators as a senior IT auditor. In 2019, she was seconded to Distribution, where she was integral in bringing about evolutionary change, including leading the first implementation of Salesforce. She returned to Audit Services in 2023 to take on the position of CAO.
In addition to attaining the FLMI, CISA and CRISC designations, Brooks achieved the Certificate in Co-operative Management from St. Mary’s University. She is a mental health champion and published a children’s book, “Grampa’s Butterfly”, to help children deal with grief.
Partner, Advisory, KPMG Canada
Garvin Deokiesingh possesses extensive expertise in insurance and internal audit. He has held senior leadership positions at a large worldwide insurance company, as well as at major Canadian asset managers and infrastructure organizations. His knowledge and breadth of risk services spans across multiple aspects of the financial services sector including asset management, banking, insurance, and pension funds. Deokiesingh brings significant experience in assessing risk and reducing exposure on a global scale. He is a CFA, CPA and CA designee.
Partner, Enterprise Risk Services, MNP LLP
Catharine Dutt provides risk management and internal audit advisory services to clients across a wide range of industries, with a specialty in global financial services. Prior to joining MNP, she was a senior audit executive at a global financial institution, focused on enterprise risk management, internal audit transformation and internal controls. She was also the chief audit executive for a U.S. national bank. Most recently, she was a risk consulting practice leader for Canadian business and technology risk, internal audit and internal controls services. Dutt has worked with clients across a variety of sectors, including banking, insurance, government, municipalities, healthcare, telecommunications, and transportation.
Dutt is a frequent speaker at industry events. She has supported her community as a board member with the Children’s Aid Society of Toronto and a member of the Finance, Investments and Property Committee of the board of Wilfrid Laurier University. She holds a Master of Accounting and the CPA, CA, CPA (Delaware), and CGMA (U.S.) designations.
Global Head of Advanced Audit Analytics and Digital Enterprise Audits, Sun Life
Pranav Kapoor is a seasoned professional with over 17 years of experience in driving digital innovation, AI, and analytics strategy. His expertise includes integrating business strategy, analytics, and technology to deliver strategic and financial goals. Currently, he is responsible for building the next-generation analytics strategy, goals, and roadmap on digital integration.
Prior to Sun Life, Kapoor held leadership posts at Manulife, where he was the AVP and Head of Advanced Analytics for Wealth and Asset Management, and at Ernst & Young, where he served as a vice-president in the Decision Analytics practice. He was a Stars of Excellence nominee for Best High Performing Teams across Manulife globally and was recognized for his work on machine learning-based AML initiatives for continuous auditing. He is actively involved in community service, including with the IIM Canada Community Services and the Canada India Tech Forum. He graduated with an MBA.
Partner, National Leader, Environmental, Social and Governance, MNP LLP
Edward Olson leads MNP’s ESG practice and the Enterprise Risk Services practice for the BC Okanagan region. With more than two decades of Canadian and international experience in both public practice and industry, he delivers practical and meaningful business advice to clients in both the private and public sectors. He helps his clients with ESG sustainability awareness and adoption, including identification, measurement, management and reporting of financially material issues. He also provides ERM, internal audit, corporate governance, regulatory compliance, process efficiency, performance improvement and value for money audits.
Olson works directly with executive leadership teams, boards, internal audit and compliance departments, as well as with industry regulators. He has deep industry experience in utilities, financial services, educational services, the public sector and government and government agencies. He has earned the CPA, CA, CIA, CFE and the Global ESG Competent Boards (GCB.D) designations.
Partner, Advisory, KPMG Canada
Dinaish Singh is a partner in KPMG Canada’s Advisory Risk Services practice. He has over 14 years of experience working with a plethora of internal audit teams across Canada and globally in the insurance industry and other financial institutions. Singh is also a part of KPMG’s Digital, Data and Analytics leadership team, bringing insights to augment internal audit practices. He is a CPA and CA designee.
Practice Leader, Internal Audit, iA Financial Group
Amélie Vidal is Practice Leader, Internal Audit at iA Financial Group. Before joining the company, she worked as an internal auditor for the Office of Internal Oversight Services of the United Nations in Geneva and in New York, and has compiled more than 20 years of experience in the fields of financial auditing and internal auditing. Vidal is a graduate of HEC Montréal, is a Chartered Professional Accountant and Certified Internal Auditor. She also serves as President of the Québec City Chapter of the Institute of Internal Auditors, Treasurer of the Union francophone des auditeurs internes and is a member of the Canada Advisory Committee of the Institute of Internal Auditors Canada.
Director of AI and Analytics, Retail, The Empire Life Insurance Company
Émilie Wheeler is responsible for leading the AI and business analytics initiatives in the Retail division which transform data into actionable insights to improve service and customer experience, risk selection and detection, client retention, and profitability. She has earned a Master of Management Analytics and a Master of Science in Mathematics and Statistics from Queen's University.
Registration and Breakfast
Opening Remarks
Partner, Enterprise Risk Services, MNP LLP
Partner, National Leader, Environmental, Social and Governance, MNP LLP
As the world rapidly gravitates toward greater transparency and accountability, ESG reporting is no longer just a trend—it's a necessity. Canadian companies are at a critical juncture where understanding and aligning with global standards can make the difference between staying ahead or being left behind. Dutt and Olson will present an essential guide to navigating the future of ESG reporting; address the latest in ESG reporting, with a sharp focus on what’s required now and what’s coming next; break down the implications of the IFRS/ISSB guidelines and what they mean for your business; and outline the steps Canadian companies must take to stay competitive in this evolving landscape.
Break
Partner, Advisory, KPMG Canada
Partner, Advisory, KPMG Canada
The insurance market presents burgeoning challenges for internal audit professionals, given the ongoing pressures operating globally and in Canada, heightened regulatory scrutiny and dynamic internal audit practices. Deokiesingh and Singh will expound on internal audit’s persistently vital role and share their perspective on the most pressing topics facing today’s internal auditors, as well as directional indicators for the future for insurers and internal auditors.
Global Head of Advanced Audit Analytics and Digital Enterprise Audits, Sun Life
Digital business transformation has become increasingly important for organizations, with data analytics and AI at the heart of this evolution. Kapoor will explore how auditors can leverage the power of data analytics and automation to gain valuable insights into the processes being reviewed.
Lunch
Vice-President, Chief Audit Officer Co-operators Group Limited
In this roundtable discussion, learn how the role of internal auditors will shift over the next five-to-ten years with the continued progression of technology, changing regulatory environment and growing emphasis on softer skills, such as communication, adaptability and critical thinking.
Break
Director of AI and Analytics, Retail, The Empire Life Insurance Company
Artificial intelligence is reshaping the insurance industry, from boosting productivity to navigating ethical considerations and regulatory compliance. Wheeler will untangle AI's dual function as a tool for innovation and a subject for scrutiny. She will also share strategies for how insurance auditors can adapt to AI's advancements and understand the balance between adopting new tech and upholding industry standards, so that they are empowered to excel in a swiftly expanding digital landscape.
Practice Leader, Internal Audit, iA Financial Group
The impetus for growth continues to motivate companies to merge with or acquire other companies. According to GlobalData’s Deals Database, there were 22 merger and acquisition deals in the Canadian financial services industry in the first quarter of this year. The larger the purchase or amalgamation, the more complex and multi-dimensional the deal, and the greater the need for comprehensive examination and evaluation. Increasingly, there are opportunities for Internal Audit to be more actively engaged in these transactions. Vidal will review the strategy and best practices for conducting a post-acquisition audit of the various M&A stages, including the due diligence and integration process.
Wrap-up and Closing Remarks
Early Bird Fees (by Oct. 25, 2024):
Member: CD $315.00 + $40.95 HST = CD $355.95
Non-Member: CD $475.00 + $61.75 HST = CD $536.75
Standard Fees (after Oct. 25, 2024):
Member: CD $475.00 + $61.75 HST = CD $536.75
Non-Member: CD $715.00 + $92.95 HST = CD $807.95
Cancellation Policy:
All cancellation requests must be received in writing. These requests carry a CD$75 administrative charge. Full refunds minus the administrative fee will be granted only on written requests received by November 8, 2024. No refunds will be granted if the request is received after this date.
If for any reason, a meeting is canceled, LOMA will refund the total registration fee. However, LOMA will not be responsible for any travel, hotel accommodations, or other costs incurred. Cancellation requests should be submitted to customer.service@limra.com.
Manulife
200 Bloor Street East
International ABCD Room
Toronto, ON M4W 1E5
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