Annual Report Southern Alberta

The Insurance Institute of Southern Alberta
Annual Report
2008 - 2009
Table of Contents
Page
2 Governing Council 2008-2009
3 President’s Report – Leah Strader-Goled, FCIP
4 Academic Division Report – VP Academic - Clyde Nobbee, FCIP
4 Membership
4 Education
Web Based Courses
New Out-of-Calgary Classes
InHouse Classes
Distance Learning Statistics for IISA Territory
IISA Classroom Registrations
Instructors
Proctors
7 Career Connections – Chair, Kevin Callbeck, FCIP
Activities
Feed the Minds of Youth
8 Professional Division Report – VP Professional - Henry Miller, CIP
8 Seminars (SEP & CIP) – Chair, Trevor Grieve
SEP Seminars
CIP Society ProEDGE Seminars
9 Special Events & Communications –Chair, Lynne Fawcett, FCIP
Convocation 2008
Social Events
Newsletter
9 Finance Committee
11 Other Institute Activities
Billboard Advertising
National Education Week Events
11 Mount Royal College Report – Jim Fischer
11 University of Calgary Report – Norma Nielson
12 Graduates and Award Winners of the Institute – November 2008
GIE
CIP
FCIP
National Awards
Local Awards
Award of Merit
14 List of Active Instructors April 2008 – March 2009
15 Minutes from the AGM 07/08
16 Minutes from Special Meeting August 20, 2008
17 Notice of AGM 08/09
18 Past Presidents
19 Honorary Life & Senior Sustaining Members
20 Audited Financials 08/09
Governing Council 2008-2009
Executive Committee
President
Leah Strader-Goled, FCIP,CRM
VP Academic Division
Clyde Nobbee, FCIP,CRM, PEng
VP Professional Division
Henry Miller, BA, CIP
Past President
Louise Bevan-Stewart, AIM, CHRP, AAM
Secretary-Treasurer
Vacant but temporarily assigned to Past President
Academic Division
Education & Membership Committee

Chair: Vacant
Punam Makwana, BComm, FCIP, CRM
Career Connections Committee

Chair: Kevin Callbeck, B.Comm, FCIP
Shara Bierman, CAIB
Professional Division
IISA Staff
Seminars (SEP and CIP) Committee
Chair: Trevor Grieve Manager
Becky Wagner, CIP Caroline Logan, BComm
Special Events & Communications Education Coordinator

Chair: Lynne Fawcett, FCIP, CPIW Paula Alvarez, BA
Suzanne Thurlow, CIP
Finance and Administrative Assistant
Finance Committee Lorraine Storm, BS
Chair: Christopher Trollope
Vitaly Matyushin, RF, CIP
CIP Society Committee

Chair: Dominic Rozario, MBA, FCIP, CRM, CPCU
Ex-Officio Members
University of Calgary
Norma Nielson, Ph.D, CLU
Mount Royal College

Jim Fischer, BA, Bed, MA, MBA, FCSI
Page 2 Insurance Institute of Southern Alberta

Annual Report - Fiscal Year April 2008 to March 2009
President’s Report – Leah Strader-Goled, FCIP
It is my privilege to report that the 2008–2009 fiscal year has been a tremendous success for the Insurance Institute of
Southern Alberta. Our members have been very active in pursuing their designations as evidenced by our strong class
sizes. In the Winter semester we introduced our first WebClass and, due to its success, we are offering two more
WebClasses in the current Spring semester with even more to follow in the Fall. We are also thrilled to once again be
offering classes in Lethbridge, Medicine Hat, and Red Deer - thank you to those who have helped make these classes a
reality. FastTrack classes are continuing in their popularity and we have an excellent core group of Instructors willing to
instruct in any format. Our Instructors have done a fantastic job with their classes and we appreciate the amount of
time and dedication that is required to fulfill this commitment.
Our membership for 2008–2009 has remained strong and we are pleased that, despite the downturn in the economy,
our industry partners remain committed to the education of their employees. At Convocation on November 20, 2008,
we celebrated the achievements of 5 GIE graduates, 76 CIP graduates, and 22 FCIP graduates and, in total, 335 people
enjoyed the Convocation event held once again at the Palomino Room at the Roundup Centre. It began with Graduate
photos of which every graduate got to take theirs home that same day. It then merged into the Industry Trade Show &
Graduate Reception followed by the delicious meal and the graduate certificate presentations and award presentations.
We also had a very special and extremely prestigious National Award presented by Peter Hohman to Louise Bevan-
Stewart of Wawanesa (and IISA Past President) for long-term dedication and commitment in sharing and promoting the
Insurance Institute’s vision of continual educational and professional development. In addition, the IISA Council and
staff are very proud and offer our congratulations to Louis Bevan-Stewart as she was nominated and elected to be the
Regional Vice Chair for the Western Provinces.
Wanting to stay actively in touch with our members, we were pleased to have released 3 successful newsletters in the
last 12 months offering better content, format and an overall more professional appearance. As our Academic and
Professional Divisions will report, 2008–2009 has been a very successful year in terms of seminars topics and
attendance, our exposure in career fairs and ambassadorship, our social event with Natalie McMaster and the CPO, CIP
courses being offered, and our Convocation ceremonies.
Our Board has always been focused on the educational needs of our members and being able to exceed our member’s
expectations of customer service. I believe we accomplished this. When our customers needed us, we were there, and
they truly felt that as an Institute, we had given them that special personal interaction that we are all seeking in the
business world. I would like to personally thank the IISA Board for their continued dedication and service to the Institute
and to our industry. Clyde Nobbee, Louise Bevan Stewart, Henry Miller, Lynne Fawcett, Kevin Calbeck, Trevor Grieve,
Vitaly Matyushin, Suzanne Thurlow, Becky Wagner, Jim Fischer, Norma Nielson, Christopher Trollope, Dominic Rozario,
and Punam Makwana gave of their valuable time to serve on our Board or as an advisor and my thanks go out to each
one of them.
The dedicated efforts of IISA staff members Caroline Logan, Paula Alvarez and Lorraine Storm are indescribable and the
number of times when they have put the needs of IISA, its members, and volunteers ahead of their own are immense. It
is they who hold everything together and functioning. We extend our most sincere thanks to each of you as well as to
the staff at the IIC for their ongoing support and efforts in promoting our vision of being the premiere educational body
within the insurance industry. I would also like to thank all of our industry partners for supporting the IISA and allowing
their employees to take the time to attend our seminars, classes, proctor the exams, and volunteer to be on the Council.
It has been an honour and a pleasure to serve as President for the last 2 1/2 years. I would like to extend my
congratulations to Clyde Nobbee as he steps in to fill the role of President. To those leaving Council this year, I’d like to
thank you for your efforts and hope to keep in touch through our future social and academic events. To the remaining
Council Members as well as new members, I look forward to working with you in the coming year as I move in to the
role of Past President.
Respectfully submitted,
Leah Strader-Goled, FCIP

President
Insurance Institute of Southern Alberta

Academic Division Report – VP Academic - Clyde Nobbee, FCIP
Membership
As at March 31st, 2009 the IISA member roster totals just over 2,500 individuals. This is up from the May 31st , 2008
number of 2,329 and represents a 7% increase in membership. This is likely due to the concerted membership renewal
efforts by the IIC Customer Service Team, the excellent student registrations for CIP classes, as well as seminar offerings
which require a current membership to attend.
Education
Web Based Courses
We are absolutely thrilled to report that IISA ran its first WebClass during the Winter 09 semester - C13-Insurance
Against Liability with Barb Exton. There were 16 students – interestingly almost all of whom were from Calgary. The
format received good reviews from the students and for Spring 09 we are offering C16-The Business of Insurance with
George Cooper as well as C120-Underwriting Essentials with Leah Strader-Goled. We will continue our attempts at
encouraging the out-of-Calgary students to take advantage of this Web opportunity.
To further spread the opportunity to students across the province, we have also invited IINA students to join in although
as of yet we have had no takers. Details are not finalized but preliminary discussions see IINA also recognizing their
share of student revenue and then sharing proportionately in the cost. This type of collaborative arrangement with
WebClasses will benefit the members of Alberta as a whole province as it will increase their options.
New Out-of-Calgary Classes

It has been many many years since our Red Deer members have had the opportunity to take a class in their city. After a
near miss in Fall 08, in Winter 09 IISA was finally successful in achieving just that. Jim Johnson, a reactivated instructor,
led C14-Automobile Insurance for 11 Red Deer Students. Although not a new class, Don Tetrault once again led a C14
class in Medicine Hat for 10 students.
In Fall 09, we hope to offer another Red Deer class as well as in Lethbridge (the first in many years also).
InHouse Classes
InHouse classes at employer sites have proven to be popular again in 08/09 contributing just shy of 200 students – this
means that almost 1/3 of our students have taken advantage of this incredibly convenient learning opportunity. The
top employer contenders for offering this convenience to their employees are TD Meloche Monnex (54 students), ING
(53 students), and Cooperators (24 students). We have begun to promote this opportunity – encouraging students to
talk to their employers and for their employers to, in turn, contact IISA to discuss the possibilities and logistics. We also
believe that the convenience and benefits of this offering could sway some individuals from Distance Learning.
As a note, in 07/08, approximately 210 students took InHouse classes – as a percentage of total 07/08 students (547) this
amounted to 39%.
Distance Learning Statistics for IISA Territory

07/08 DL registrations were approximately 472. DL CT GIE
Jul-07 117 1 2
08/09 DL registrations were approximately 529.
Dec-07 179 3 2
There has been a 12% increase in DL from 07/08 to 08/09. Apr-08 161 0 7
Jul-08 134 1 5
Dec-08 181 3 10
Apr-09 189 1 5

IISA Classroom Registrations
Overall course registrations (all formats) was up to almost 650 students for 08/09 from 547 students for 07/08. This
represents an additional 100 students year over year and an almost 19% increase.
Term Course Instructor Format Students

Spring 08 #1 C11 Becky Wagner InClass 28
Spring 08 #2 C12 George Cooper InClass 18
Spring 08 #3 C13 Ross Bucsis InClass 3
Spring 08 #4 C14 Brenda Bell InClass 13
Spring 08 #5 C120 James Setch InClass 6
Spring 08 #6 C16 George Cooper FastTrack 7
Spring 08 #7 C36 Wayne Fatteicher FastTrack 12
Spring 08 #8 C48 Leah Strader-Goled FastTrack 5
Spring 08 #9 C14 Cooperators Leah Strader-Goled InHouse 13
Spring 08 #10 C11 ING Neil Nason InHouse 12
Spring 08 #11 C110 Crawford Lauren Howieson InHouse 4
Compare to Spring 07
S08 total 121
132 students
Fall 08 #1 C11 GeorgeCooper InClass 41
Fall 08 #2 C12 Becky Wagner InClass 29
Fall 08 #3 C12 Becky Wagner InClass 13
Fall 08 #4 C13 Ross Bucsis InClass 28
Fall 08 #5 C14 Leah Strader Goled FastTrack 24
Fall 08 #6 C16 George Cooper FastTrack 16
Fall 08 #7 C110 Peadar Mulhull InClass 7
Fall 08 #8 C120 James Setch FastTrack 13
Fall 08 #9 C130 GeorgeCooper InClass 10
Fall 08 #10 C32 David Stark FastTrack 15
Fall 08 #11 C40 Kevin Copeland InClass 6
Fall 08 #12 C13 RBC Barb Exton InHouse 5
Fall 08 #13 C32 TDIMM Cam Holt InHouse 12
Fall 08 #14 C14 TDIMM Cam Holt InHouse 10
Fall 08 #15 C120 Cooperators Leah Strader Goled InHouse 11
Fall 08 #16 C38 ING Neil Nason InHouse 7
C38 - cancelled Barb Exton InClass 0 Compare to Fall 07
F08 total 247 232 students
Winter 09 #1 C11 GCooper InClass 41
Winter 09 #2 C11 TDMM CHolt InHouse 15
Winter 09 #3 C110 PMulhall InClass 13
Winter 09 #4 C110 Crawford Lauren Howieson InHouse 8
Winter 09 #5 C12 Becky Wagner InClass 16
Winter 09 #6 C120 Leah Strader-Goled FastTrack 17
Winter 09 #7 C13 Barb Exton InClass 14
Winter 09 #8 C13 Web Barb Exton Web 16
Winter 09 #9 C130 Ross Bucsis InClass 7
Winter 09 #10 C14 Leah Strader-Goled FastTrack 26
Winter 09 #11 C14 ING Becky Wagner InHouse 25
Winter 09 #12 C14 Red Deer Jim Johnson InHouse 11
Winter 09 #13 C14 Med Hat Don Tetrault InHouse 10
Winter 09 #14 C16 David Stark FastTrack 10
Winter 09 #15 C36 ING Neil Nason InHouse 9
Winter 09 #16 C39 Brian Speirs InClass 10
Winter 09 #17 C39 TDMM Cam Holt InHouse 17
Winter 09 #18 C111 Crawford Lauren Howieson InHouse 8
C72 cancelled InClass 0 Compare to Winter 08
W09 total 273 183 students

Classroom Course
Registration Comparison Budget Actual
Year over Year
07/08 # of IISA classroom courses 28 50
Year Year 08/09 # of IISA classroom courses 42 44
Course 07/08 08/09 07/08 # of classroom students 190 547
C11 152 135 08/09 # of classroom students 588 641
C12 60 76 % increase in classroom students 07/08 to 08/09 +17%
C13 56 68 07/08 InHouse students 210
C14 61 131 08/09 InHouse students 200
C16 39 34 07/08 FastTrack students 84
08/09 FastTrack students 163
C110 46 24
07/08 Distance Learning 472
C111 0 8
08/09 Distance Learning 529
C112 0 0 % increase in DL students 07/08 to 08/09 +12%
C120 42 47 07/08 total AB students (DL + classroom) 1019
C121 0 0 08/09 total AB students (DL + classroom) 1170
C122 0 0 % increase in total AB students 07/08 to 08/09 +15%
C130 29 17
C131 0 0
C132 0 0 Methods in determining course offerings and increasing registrations:
C31 0 0 - Internal reports to look for trends, particularly for out-of-Calgary
C32 0 27 locations
C35 0 0 - reaching out to industry liaisons for input on appropriate
C36 17 21 offerings
C37 0 0 - promoting IISA classroom and also DL in newsletter
- leveraging of out-of-Calgary Council representatives to promote
C38 0 7 the IISA and its offerings and to act as a voice for their area
C39 34 27 - student surveys/feedback
C40 0 6 - promoting InHouse possibilities
C43 0 0 - promoting WebClasses to out-of-Calgary areas and stressing
C45 0 0 possible benefits versus Distance Learning (ie midterm, grade out
of 300 instead of 200, etc.)
C47 0 0
- regular reminder emails to students about registration as well as
C48 0 6 reminding them about later-starting FastTrack classes
C49 0 0 - promoting adjuster/broker licence and CAIB transfer credits
C66 0 0 - reaching out to industry liaisons to not only promote IISA
C72 11 10 classroom products but also DL – aiding in making the
547 644 registration process easier for both product lines
Instructors
IISA is lucky to say that it has a number of outstanding Instructors who regularly go above and beyond in educating our
students. While we were always able to find an Instructors willing to step up to the plate, we were beginning to see that
we were spreading our Instructors thin with some teaching up to three classes in a semester. It is important that IISA
not over-strain our existing Instructors and, with our plans of promoting InHouse offerings as well as WebClass
offerings, we would be stretching things even thinner in the year to come.
With that in mind, in March 09 IISA began to recruit additional Instructors to add to our already impressive roster. On
March 28th and April 4th George Cooper facilitated Train the Trainer for 15 prospective Instructors. There was a lot of
talent at these sessions and in the months ahead Council will be undertaking a selection process to then set up
interviews – we hope to have a number of new Instructors ready for the Fall 09 semester.

Proctors
The volunteer spirit of our industry is alive and well and the Institute depends on this to ensure the national CIP exams
are carried out properly and with the highest level of integrity. We thank the following volunteers for donating their
valuable time during exam weeks:
Dominic Rozario FCIP Marsh Cindy Awamoto CIP RSA Group
Leah Strader Goled FCIP Cooperators Clyde Nobbee FCIP AXA
Becky Wagner CIP ING Darrell Verbonac FCIP AXA
Christa Rasmussen CIP Cooperators Eamon Sloan CIP Cooperators
Kevin Callbeck FCIP Cooperators Fanny Au CIP Cooperators
Michael Buzzeo FCIP SCM Janine Heiderich CIP AMA
Tamara Morris CIP ING Joel Perry CIP Trimac
Tara Dwyer Cooperators John Rogers FCIP CBL
Kathy Coward CIP Cooperators Margaret McNarry CIP Sovereign General
Amanda Nobbee FCIP Liberty Intl. Nick Behrens FCIP Cooperators
Brenda Bell CIP RBC Pat Walker FCIP AMA
Brenda Mackay FCIP TD Meloche Paulina Styczynska CIP Cooperators
Brent Blassetti CIP Iridium Risk Vishnu Premlall CIP BIICO
Vitaly Matyushin CIP Economical
Out of Town Exam Centre Supervisors and Proctors:
Lois Yanke, Cypress Insurance, Medicine Hat Debra Wattie, Cooperators, Red Deer
Robin Mills, AMA, Lethbridge Michelle Preston, Canmore
Career Connections Committee

Chair: Kevin Callbeck, FCIP
Activities:
September UofC AISEC Career Fair We are thankful for the involvement of the following
September UofLethbridge Career fair Ambassadors in helping students and job seekers
November Calgary Career Fair make the insurance connection:
November Feed Minds of Youth at IISA
September Ambassador Training at IISA Kevin Callbeck, The Co-operators
November RMIN UofC Career Night
Rhawnie Tremblay, Renfrew Insurance
February UofC Career Fair
David Le, Enbridge
Barb Exton, Alberta Lawyers Insurance Association
February SAIT Career Fair
Andrea Zess, The Co-operators
March Western Canada HighSchool Career Fair
Chad Chorney, Braemar Steege Kingston
Clyde Nobbee, AXA Pacific
There were also a number of high school presentations.
Dena Degrofft, WFG
George Cooper, Mount Royal College
Tara Dwyer, The Co-operators
Feed the Minds of Youth

On November 5, 2008 IISA hosted Feed the Minds of Youth where 11 parent/child duos were treated to a pizza lunch
and interesting insurance career stories and games. The guest speakers were Kevin Callbeck (Cooperators), Rhawnie
Tremblay (Renfrew Insurance), and David Le (Enbridge).
This event is a wonderful opportunity for employees in the insurance industry to introduce their children to what Mom
and Dad do all day at the office. Feed the Minds of Youth is very positive exposure for the Insurance Institute.

Professional Division Report – VP Professional - Henry Miller, CIP
Seminars (SEP & CIP) Committee

Chair: Trevor Grieve
SEP Seminars:
Date Seminar Title Attendance

1 Negotiations 32
>Bruce Churchill-Smith
>The Honourable Ken Moore SEP stands for Supplementary Educational
16-Apr-08 >Jim McCartney Program – and, overall, our seminar offerings
2 Difficult People achieved just that and were well-received by
12-Jun-08 >Gary McDougall 27 our members. A number of exceptional
3 Reinsurance industry and industry related professionals
24-Jun-08 >Jason Arbuckle 15 were very gracious by presenting their
4 Dr Said What?? expertise for a modest honorarium. IISA is
>Sean Clarke incredibly thankful to them for their
7-Oct-08 >Dr. Myron Stelmaschuk 37 generosity. As well, IISA was able to offer our
5 Surety 101 members the opportunity to attend a seminar
>Andrew Zagorski hosted by Jeff Mowatt, an award-winning
27-Oct-08 >David Lazarenko 23 certified professional speaker, bestselling
6 Influence With Ease author, and customer service strategist.
29-Oct-08 >Jeff Mowatt 31
7 Exam Tips F08
Nov 18, 08 >Becky Wagner 14
8 Exam Tips W09
Feb 24, 09 >Becky Wagner 14
9 Exam Tips @ ING W09
Feb 26, 09 >Becky Wagner 12
10 Additional Insureds
Mar 23, 09 >Karen MacWilliam 39
11 Certificates of Insurance
Mar 23, 09 >Karen MacWilliam 36
Total SEP 280
CIP Society Seminars:
Term Seminar Tilte Attendance The IIC-led Demographics seminar in June was
1 Demographics well received by many higher-level industry
19-Jun-08 >Richard Loreto 37 professionals - it helped to open the dialogue
2 Anatomy of a Liar about what our industry faces in the coming years.
3-Mar-09 >D. Glenn Foster 85 Anatomy of a Liar was a run-away success and was
3 Micro/Macro of Op Excellence part of Glenn Foster’s Canadian Institute “western
10-Mar-09 >Laura Kennedy 12 tour” having also presented for IIBC and IINA.
Laura Kennedy was a great speaker and hopefully
Total CIP Society 134 attendance will be higher next time.

Special Events & Communications Committee
Chair: Lynne Fawcett, FCIP
Convocation 2008
Convocation 2008 was held on November 20th once again at the Palomino Room in the Roundup Centre in the
Stampede Grounds. We began the event with individual Graduate photographs – of which every Graduate took one
home that day. As well, we hosted an Industry Trade Show in which AXA, CanPro, CGI, Ecclesiastical, Mount Royal
College, RSA, Co-operators, and WICC all took booths to honour and show their support for this year’s Graduates. In
addition, ING sponsored the Graduate photos in full, the Co-operators sponsored the programs in full, and Godfrey-
Morrow sponsored the musical entertainment in full. Thank you all for your support of this great event.
For the main portion of the event, Leah Strader-Goled, President of the IISA, acted as Master of Ceremonies and we were
pleased to have Peter Hohman, MBA, FCIP, ICD.D, President and CEO of The Insurance Institute of Canada, as our special
guest and speaker.
We are delighted to report that 335 people attended. Five graduates received GIE certificates, seventy-six graduates
received CIP certificates (two with Honours) and twenty -two graduates received FCIP certificates (three with Honours).
We were also pleased to have our graduates earn four National prizes. Please see the later section in this Annual Report
for the names of this year’s honoured graduates.
This year also saw the delivery of a very special award to a very special person. Louise Bevan-Stewart, long-term
supporter and advocate of the Institute, was presented with the Award of Merit, a prestigious national award
recognizing extraordinary volunteer support and dedication.
Social Events
CIP Society Events
On December 9th IISA delivered its hugely successful second Calgary Philharmonic Orchestra event. The special guest of
the night was famous fiddler Natalie MacMaster. 60 individuals attended the event – one broker even worked it into his
office’s Season Celebration.
Everyone was also thrilled to enjoy the AXA Pacific sponsored hors d’oeuvres and wine before the performance.
Newsletter
After being silent for some time, the IISA newsletter, vIISA-vis ran its three scheduled editions: Spring 08, Fall 08, and
Winter 09. An email is sent out to the membership directing them to the web-link for the posting.
Finance Committee
Please refer to the Audited Financial Statements for the fiscal year 2008-2009 in the final section of this Annual Report.
A small deficit of $7380 has been reported for the Academic budget. However, due to some incorrect processes in
07/08, this number does include some residual 07/08 issues. The CIP Society reported a surplus.

Other Institute Activities
Our marketing year started with our participation in the national billboard campaign organized by Carey-Ann
Oestreicher, B.Comm (Hons), MBA Vice President, Business Development & Communications, IIC. Several billboards
were placed in the Calgary area.
The majority of our marketing efforts are via emails to our membership and various industry lists.
Caroline Logan and her IINA counterpart Wanda Wylie attended the IBAA Convention in Calgary in May 2008 as well
both attended the PYBS Convention in October 2008 and manned an Institute booth.
National Education Week Events

New this year, IISA participated in National Education Week with a free Exam Tips seminar on Tuesday, promotion of the
National Webinar on Wednesday, and promotion of the free Webinar on the advantages of web-based learning on
Friday. We also promoted the week in our newsletter and in emails to members.
Mount Royal College Report – Jim Fischer

Mount Royal College was represented this year by Jim Fischer, Chair of the Insurance program at MRC. The college has
been moving quickly towards university status this year and the insurance program has been in transition with it. Jim
kept members updated and asked for their input on the development of an insurance minor in the college's Bachelor of
Business Administration degree in General Management. This minor would come into effect for the September 2010
academic year. Input and general acceptance of the proposal was given throughout the year by a number of members
of the IISA as well as IIC. The longer term plan is to have the minor in the BBA, as well as an insurance certificate
program, both of which would incorporate the existing CIP courses in the curriculum. The proposed program is thought
to be the only degree program in Canada that will incorporate aspects of the CIP program.
Jim Fischer
Chair: Financial Services, Supply Chain Management, Insurance, Quantitative Methods
Bissett School of Business
Mount Royal College
University of Calgary Report – Norma Nielson

This past year has been another successful one in the Risk Management and Insurance program at U of C. Many of the
events we count among our successes are the continuation of activities begun in earlier years. Important examples
include:
• Received approval as an accredited educational provider by the Financial Planning Standards Council of Canada.
As a result students who take the Personal Financial Planning concentration to take the CFP exam.
• We marked our ninth annual alumni lunch in March with approximately 50 people in attendance.
• U of C received US$3,500 “Risk Manager in Residence” award from Spencer Foundation for the 2009-2010 year and
will be hosting Edward S. Katersky, AVP Risk Management of BJ's Wholesale Club.
• Maintenance of approvals for all of our upper division courses as well as some individual modules within those
courses to receive continuing education credit from the Alberta Insurance Council. Space permitting, these classes
can be accessed by the local insurance professional who needs a few more hours of Alberta CE.
A solid group of students comprised the officers of the Association of Risk Management and Insurance (ARMI) over the
past year with Colin Wight serving as the year’s President. His effort built upon those of previous year to create good
value through the corporate partnership with ING and to launch a formal alumni mentoring program. An outstanding
executive is in place to take over the leadership of the club in 2009-2010.

The faculty members’ research efforts over the past year have produced the following publications authored by the
insurance faculty at University of Calgary:
• Hedges P. L., R. B. Lee and N. L. Nielson. “Alternatives to Cash in Ensuring the Solvency of Defined Benefit
Pension Funds” (Third Quarter 2008), Benefits Quarterly, pp. 26-33.
• Nielson, N. L. “Insurance against Plan and Sponsor Failure: The Pension Benefit Guarantee System and its
Alternatives,” forthcoming in North American Actuarial Journal, Vol. 13, No.2 (2009).
• Nielson, N. L. “Evaluating Federal and Provincial Solvency Standards in Canada” Insurance and Risk Management,
Vol. 76, No. (January 2009), pp. 39-56. An excerpt of this article appeared in the Insurance Regulation Reporter.
Research efforts that has achieved significant progress but that has not appeared in print appear as working papers on
the Haskayne School of Business web site where copyright permits. Anyone interested in monitoring our research
activity before it makes it into print, should visit:
http://haskayne.ucalgary.ca/haskaynefaculty/research/workingpapers/rmin
The Risk Studies Centre facilitated two presentations to Calgary professionals and academic colleagues:
• Dr. Dan Anderson, Leslie P. Schultz Professor of Risk Management and Insurance, presented "Sustainability Risk
Management and Business Opportunities" on February 25, 2009. The event was co-sponsored a seminar with
the Institute for Resource Industries and Sustainability (IRIS).
• Dr. Jean-François Outreville, Adjunct Professor HEC, "Internationalization, Performance and Volatility: The
World's Largest Financial Groups" on February 27, 2009.
On the personnel front, Barbara Merlihan joined us as chair secretary in early February and is working Monday-Thursday.
David Chan’s position converted from what was formerly called a “trust employee” into a regular University
appointment. Dr. Ryan Lee continues in his three-year appointment as the Associate Dean of Haskayne’s Undergraduate
Program. The selection process is underway to appoint the first Great West Life Canada Life London Life Faculty Fellow in
Personal Financial Planning.
Overall, I am pleased to report that the risk management and insurance group within the Haskayne School of Business
at the University of Calgary once again had a busy and productive year.
Respectfully submitted,
Norma L. Nielson, Ph.D., CLU

Professor and Chairholder in Insurance & Risk Management

Graduates and Award Winners of the Institute - 2008
General Insurance Essentials

Hoda Ahmed Melanie Davis Trina Kurtos
AXA Pacific Insurance Chubb Insurance Co. Wawanesa Mutual Insurance Co.
Lori Patterson Nicola Rice
The Co-Operators
Chartered Insurance Professionals

Mike Aitken Christina Angus Charlene Austin Carmen Barber
Palmer Salmon Insurance Royal & SunAlliance Alberta Motor Association Enbridge Gas Distribution Inc.
Ashley Belau Shara Bierman Sherry Bignell Brent Blasetti
ING Insurance Company Godfrey-Morrow Insurance BKI Risk Management Iridium Risk Services Inc.
Tyler Bowley Angela Bradley Jody Buchan Ben Cairney
BFL Canada Inc. ING Insurance Company Sigma Risk Management
Phillip Carswell Brian Coe Kathy Coward Brenda Crumb

Boiler Inspection & Insurance Co. The Co-Operators TransCanada Pipeline Ltd.
Linda Dang James Delegarde Larry Erhardt David Evans
The Co-Operators Royal & SunAlliance The Economical Insurance Group DeJongs Insurance Services
Shawn Fisher Peter Fong Mark Foster HONOURS Christine Freeman
ING Insurance Company Aviva Canada Inc. ING Insurance Company The Co-Operators
Eleanor Friesen Sherianne Fulford Tracy Fulton Tara Gilbart
The Co-Operators Wawanesa Mutual Insurance Co. The Co-Operators ING Insurance Company
Nola Hender Christina Hinz Lanny Hoang Ronald Hoh
Wawanesa Mutual Insurance Co. Wawanesa Mutual Insurance Co. Aviva Canada Inc.
Lucia Ignomiriello HONOURS Timothy Ince Robert Johnson Ashley Karg
The Co-Operators Marsh Canada Ltd. Iridium Risk Services Inc. EnCana Corporation
Nicole Lang Laura Lansdown Judy Lau Tia Listhaeghe
The Co-Operators Jardine Lloyd Thompson Nova Chemicals Corporation Westview Insurance
Don Mackie Theresa Mah Richard Mai Jasmine Markandu
TD Meloche Monnex The Co-Operators ING Insurance Company The Co-Operators
Katherine Marko Darren Martin Jeremy Martyniuk Jerimiah McDonald
Rogers Insurance Ltd. Wawanesa Mutual Insurance Co. Wawanesa Mutual Insurance Co. Renfrew Thompson Insurance
Shawna-Seah McDonald Richard Mueller Nomathemba Ngwenya Joni Nordin
Jardine Lloyd Thompson Airdrie Insurance Centre Ltd. TD Meloche Monnex Western Financial Group Inc.
Susan Planden Kristine Porter Ryan Price Adam Puchalski
ING Insurance Company Crawford & Company SCM Adjusters Canada Ltd. Chubb Insurance Co.
Christa Rasmussen Normand Robidoux Enille Ryanti Sunil Sabharwal
The Co-Operators Sovereign General Insurance Co Royal & SunAlliance Royal & SunAlliance
Jason Saby Jacalyn Schwindt Sarah Sikorski Eamon Sloan
CNA Canadian Operations The Co-Operators Royal & SunAlliance The Co-Operators
Paulina Styczynska Jaime Tempeny Crystal Tobin Tejal Topiwala
The Co-Operators BFL Canada Inc. The Co-Operators Chubb Insurance Co.
Khuon Tran Gary Wager Haihong Wang Andrea Watson
The Economical Insurance Group Sovereign General Insurance Co. Palliser Insurance Agency Ltd. The Co-Operators
Kristel Wilson Nancy Wong Queenie Wong Sandra Yahn
Alberta Motor Association ING Insurance Company TD Meloche Monnex The Co-Operators
Fellow Chartered Insurance Professionals
Emi Adachi Garry Aynbinder Brent Buchan Carol Butler HONOURS

Marsh Canada Ltd Dominion of Canada ING Insurance Company TD Meloche Monnex
Shane Byciuk Christine Clowser Karen Ekman Lance Fairlie
Canada Brokerlink Inc. CNA Canadian Operations Rogers Insurance Ltd Chubb Insurance Co
Pete Fung Neil Hogg Brenda Johnson Bernadette Landry
Canada Brokerlink Inc. Toole Peet Insurance Co. Ltd. AON Reed Stenhouse
Elaine Lee HONOURS Amanda Lipsey Kristopher Matheson Vitaly Matyushin
Jardine Lloyd Thompson AXA Pacific Insurance Liberty Int’l Underwriters The Economical Insurance Group
Peadar Mulhall HONOURS Amanda Nobbee Jonathon Reise Emad Rizk
Alberta Motor Association Liberty Int’l Underwriters Royal & SunAlliance Lucas & Company Insurance
Ray Tsui Tammy Wenzel-Pereira
ING Insurance Company Peace Hills Insurance

National Awards
Blue Goose International James Richardson Award
To one of the top three most deserving CIP graduates Top Student – Management Major
Lucia Ignomiriello - The Co-Operators Tammy Wenzel-Pereira - Peace Hills Insurance
Robert Fisher Clark Award RIMS – Canada Award

Top Student - Claims Major Top Student – Risk Management Major
Carol Butler - TD Meloche Monnex Elaine Lee - Jardine Lloyd Thompson
Local Awards
Toole Peet Award C.J. Campbell Memorial Award
To the most deserving student upon completion To the most deserving student in I.I.S.A. upon completion
of both parts of General Insurance Essentials of first year courses – minimum of three
Nicola Rice Geoffrey Cowling
Blue Goose Award Peter Rogers Award
To the most deserving student upon completion To the most deserving student upon completion
of the Chartered Insurance Professional Program of the Chartered Insurance Professional Program
with a minimum of three courses in the last year in the broker series
Lucia Ignomiriello - The Co-Operators Sherry Bignell - BKI Risk Management
AAIA E. Layton Memorial Award Kendra Monck Memorial Award

of the Chartered Insurance Professional Program of the Chartered Insurance Professional Program with
in the claims series the highest mark in C13 – Insurance Against Liability
Brian Coe - Boiler Inspection & Insurance Co. Jeremy Martyniuk - Wawanesa Mutual Ins. Co.
Robin Shyback Memorial Award W.L. Dickson Memorial Award

of the Chartered Insurance Professional Program of the Fellow Chartered Insurance Professional Program
in the Central Alberta region with the Management Major
Sandra Yahn - The Co-Operators Tammy Wenzel-Pereira - Peace Hills Insurance
CIAA Jeff Boyle Memorial Award SARIMS Awards

of the Fellow Chartered Insurance Professional Program of the Fellow Chartered Insurance Professional Program
with the Claims Management Major with the Risk Management Major
Carol Butler - TD Meloche Monnex Elaine Lee - Jardine Lloyd Thompson
Doug Hughesman Memorial Award

To the most deserving student upon completion
of the Fellow Chartered Insurance Professional Program in any major
Tammy Wenzel-Pereira - Peace Hills Insurance
Award of Merit
This National Award recognizes extraordinary volunteer support and dedication for a minimum period of ten years. Giving freely and
generously of their time and expertise, a recipient of this award exemplifies the selfless spirit of volunteerism and the commitment to
the continued development of industry professionals and the mandate of the Insurance Institute.
Louise Bevan-Stewart, AIM, CHRP, AAM - Wawanesa Mutual Insurance Co.

List of Active Instructors April 2008 – March 2009
Name Designation Employer
Ross Bucsis FCIP Palliser Insurance

Leah Strader-Goled FCIP The Cooperators
Cam Holt FCIP Primum Insurance
Brenda Bell CIP RBC Insurance
Wayne Fatteicher CIP TD Meloche Monnex
James Setch CIP Economical Insurance
Kevin Copeland CA, CIP LBC International Investigative Accounting
George Cooper CIP Triple C Educational Services
Barb Exton CIP Alberta Lawyers Insurance Association
Neil Nason CIP ING Insurance of Canada
Brian Speirs FCIP
Lauren Howeison CIP Crawford and Company
Becky Wagner CIP ING Insurance of Canada
David Stark FCIP
Don Tetrault CIP Tetrault Adjusters
Jim Johnson FCIP Mooney Insurance
Peadar Mulhall FCIP AMA

Minutes from the AGM 07/08

Minutes from Special Meeting August 20, 2008
At the 07/08 AGM, a delay in the processing of the audited financial statements made the members to be unable to give
their approval of the statements at that time. As such, a Special Meeting of the Institute was convened on August 20th
for that purpose. Also on the agenda was bylaw changes.
Insurance Institute of Southern Alberta

Minutes from Special Meeting
August 20th, 2008
Attending:
>Louise Bevan-Stewart, Fred Seeley, Henry Miller, Bill Tyler, Clyde Nobbee, Paula Alvarez, Christopher Trollope, Becky Wagner, Linda
Toth, Vitaly Matyushin, Suzanne Thurlow, Leah Strader-Goled, Caroline Logan, Norma Nielson, LStorm
>The meeting was called to order by Leah Strader-Goled at 8:00 am.
>A confirmation was given to attendees that the Notice of Special Meeting was sent to all of the IISA membership on July 21st, 2008.
Audited 07/08 Financial Statements

>Improper accounting procedures caused a substantial delay in the delivery of the audited financial statements for the 2007 fiscal
year. Completed statements now show the Insurance Institute to have an accounts receivable status of $83,000, with expenses of
$31,000. Some of these expenses were accrued prior to commencement of the fiscal year, but were actually expenses that were
meant to be allocated to the 2007 fiscal report.
>BDO Dunwoody are the auditors for the Insurance Institute of Southern Alberta, as well as the Insurance Institute of Canada.
>Motion to approve financial statements as presented was moved by Caroline Logan, and seconded by Christopher Trollope.
Bylaw Changes
1. Proposal to remove the Secretary-Treasurer position from the Executive Committee roster by deleting it in clause XI(1)(a)
and deleting the responsibilities in clause XI(1)(c)(iv).
Motion tabled
Christopher Trollope expressed concern in relation to this request, and referred to the Alberta Societies Act and suggested that
to fully remove a Treasurer/Secretary position from an executive committee, the committee must first declare themselves a (1)
an advisory committee structure, as opposed to a board of director’s structure, or (2) change the bylaws to indicate that
whenever any position is vacant, it must be temporarily be taken over by the president, and efforts to replace the position must
be immediately taken. The decision was made that more direction and advice is needed from the IIC, as well as the other
Institutes, as well as the fact that more information is needed on the Alberta Societies Act.
Action Item: Christopher Trollope to gather information on the Alberta Societies Act, and distribute to the President, as well as
the Manager of the Insurance Institute of Southern Alberta.
Action Item: Caroline Logan to gain direction from IIC.
2. Proposed increase the Council size from 12 to 15 spots in clause XI(3)(a).

Motion approved
3. Proposed to add Past President to the Executive Committee in clause XI(1)(a) and description of the role’s responsibilities in
clause XI(1)(c)(iv).
Motion approved
4. Proposed to add clause describing attendance requirements of Executive Committee members as well as repercussions to
member for not adhering to such in clause XI(1)(c)(vi).
Motion Approved
5. Proposed to add clause XI(3)(d) to formalize a Council spot for member(s) from other duly constituted insurance
organizations.
Motion Approved
The Special Meeting was adjourned at 8:45 am.

Leah Strader-Goled – President

Notice of AGM 08/09 – transmitted by email May 25th and June 11, 2009

Past Presidents
The Insurance Institute of Southern Alberta
2008 – 2009 Leah-Strader Goled, FCIP
2005 – 2006 Heather Woodward, FCIP, CRM
2004 – 2005 Louise Bevan Stewart, AIM, CHRP, AAM
2003 – 2004 Louise Bevan Stewart, AIM, CHRP, AAM
2002 – 2003 G. Meyer, FCIP, CCIB
2001 – 2002 G. Meyer, FCIP, CCIB
2000 – 2001 K. Stott, BComm, CIP
1999 – 2000 G. Payson, CIP
1998 – 1999 R. Tretiak, AIIC
1997 – 1998 R. Burns, FIIC
1996 – 1997 J. Tatebe, FIIC
1995 – 1996 J. Andrus, AIIC
1994 – 1995 A. Duke, FIIC
1993 – 1994 S. Mostowy, FIIC, CAIB
1992 – 1993 B. Moran, AIIC, CLA
1991 – 1992 G. Bannerman, AIIC
1990 – 1991 A. Parkinson, FIIC
1989 – 1990 J. C. Rogers, FIIC
1988 – 1989 C.R. Little, AIIC
1987 – 1988 J.B. Brouwer, FIIC, CPIW, CEB
1985 – 1986 F.A. Lang, AIIC, CPIW
1984 – 1985 M.D. MacNeill, FIIC
1983 – 1984 P.E. Hood Kadey, FIIC
1982 – 1983 P.E. McLintock, FIIC
1981 – 1982 W.J. Love, FIIC
1980 – 1981 J.J.C. Dicey, CLU, FIIC
1979 – 1980 E.J. Kattler, FIIC
1978 – 1979 D.M. Campbell
The Insurance Institute of Alberta

1977 – 1978 R.E. Farries (Calgary)
1976 – 1977 G.L. Elgood, AIIC (Edmonton)
1975 – 1976 J.E. McNaul, FIIC (Calgary)
1974 – 1975 A.A. Lamoureaux, FIIC (Edmonton)
1973 – 1974 T.E. Ward, AIIC, (Calgary)
1972 – 1973 S.A. Scudder, FIIC (Edmonton)
1971 – 1972 J.F. Garner, FIIC (Calgary)
1970 – 1971 D.L. Shaw, AIIC (Edmonton)
1969 – 1970 H.J. Busby, AIIC (Calgary)
1968 – 1969 T.E. Newitt (Edmonton)
1967 – 1968 T.K. Young (Calgary)
1966 – 1967 F.J. King, AIIC (Edmonton)
1965 – 1966 T.R. Egggertson, FIIC (Calgary)
1964 – 1965 F. Payne, FIIC (Edmonton)
1963 – 1964 R.J.B. Garland (Calgary)
1962 – 1963 H.G. Sharp, AIIC (Edmonton)
1961 – 1962 C. Ross Campbell, FIIC (Calgary)

The Insurance Institute of Alberta (Calgary Chapter)
1977 – 1978 D.M. Campbell, FIIC
1976 – 1977 J. Simonot, FIIC
1975 – 1976 R. Leah, FIIC
1974 – 1975 P. Jones, FIIC
1973 – 1974 J.P.C. Klemp, FIIC
1972 – 1973 C.G. Dobson, FIIC
1971 – 1972 J.E. McNaul, FIIC
1970 – 1971 R.E. Farries
1969 – 1970 T.E. Ward, AIIC
1968 – 1969 W.L. Dickson, FIIC
1967 – 1968 J.J. Owen
1966 – 1967 J.F. Garner, FIIC
1965 – 1966 J.A. Wymes, AIIC
1964 – 1965 H.J. Husby, AIIC
1963 – 1964 T.K. Young
1962 – 1963 T.R. Eggertson, FIIC
1961 – 1962 R.J.B. Garland
1960 – 1961 R.B. Bannerman, FIIC
1959 – 1960 F.J. Sherlock
1958 – 1959 F.L.G. Bermingham, AIIC
1957 – 1958 C.R. Campbell, FIIC
1956 – 1957 C.G. Grosland, FIIC
1955 – 1956 J.M. Dowler, FIIC
1954 – 1955 J.D. Mason, FIIC
1953 – 1954 J.A.W. Blake, FIIC
Honorary Life & Senior Sustaining Members

Honorary Life Members of the former Insurance Institute of Alberta, and effective June 1979, The Insurance
Institute of Southern Alberta
Bartman, P.H. Love, W.J.
Busby, H.J. Mackid, B.
Butler, E.M. Mason, John D.
Campbell, D.M. McIvor, G.C.
Dicey, J.J.C. McNaul, J.E.
Eggertson, T.R. Molloy, P.M.
Farries, R.E. Simonot, J.L.
Garland, R.J. Thompson, Thomas
Garner, J.F. Ward, T.E.
Haughey, T.D. Youle, John
Kattler, E.J. Young, T.K.
King, F.J.
Senior Sustaining Members

R.E. Abernethy, FIIC W.H. Lefevre, FIIC
R.B. Bannerman, FIIC T.W. Meagher, FIIC
R.M. Bermingham, FIIC R.K. Morgan, FIIC
J.D. Clay, FIIC J.A. Rettie, FIIC
T. Hull, AIIC A. Holbrook, AIIC
A.E. Legge A.L. Strachan, AIIC
B. Burtwell, AIIC A. Hague, FIIC
R. Ries, AIIC M. Wedekind, FCIP, BA, LLB

Audited Financials 08/09


Annual Report Southern Alberta

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The Insurance Institute of Southern Alberta

Education & Membership Committee

Career Connections Committee

Special Events & Communications Education Coordinator

CIP Society Committee

Mount Royal College

Page 2 Insurance Institute of Southern Alberta

Leah Strader-Goled, FCIP

Page 3 Insurance Institute of Southern Alberta

New Out-of-Calgary Classes

Distance Learning Statistics for IISA Territory

Page 4 Insurance Institute of Southern Alberta

Term Course Instructor Format Students

Page 5 Insurance Institute of Southern Alberta

Page 6 Insurance Institute of Southern Alberta

Career Connections Committee

Feed the Minds of Youth

Page 7 Insurance Institute of Southern Alberta

Seminars (SEP & CIP) Committee

Date Seminar Title Attendance

CIP Society Seminars:

Page 8 Insurance Institute of Southern Alberta

Page 9 Insurance Institute of Southern Alberta

National Education Week Events

Mount Royal College Report – Jim Fischer

University of Calgary Report – Norma Nielson

Page 10 Insurance Institute of Southern Alberta

Norma L. Nielson, Ph.D., CLU

Page 11 Insurance Institute of Southern Alberta

General Insurance Essentials

Chartered Insurance Professionals

Phillip Carswell Brian Coe Kathy Coward Brenda Crumb

Fellow Chartered Insurance Professionals

Emi Adachi Garry Aynbinder Brent Buchan Carol Butler HONOURS

Page 12 Insurance Institute of Southern Alberta

Robert Fisher Clark Award RIMS – Canada Award

AAIA E. Layton Memorial Award Kendra Monck Memorial Award

Robin Shyback Memorial Award W.L. Dickson Memorial Award

CIAA Jeff Boyle Memorial Award SARIMS Awards

Doug Hughesman Memorial Award

Page 13 Insurance Institute of Southern Alberta

Ross Bucsis FCIP Palliser Insurance

Page 14 Insurance Institute of Southern Alberta

Page 15 Insurance Institute of Southern Alberta

Insurance Institute of Southern Alberta

Audited 07/08 Financial Statements

2. Proposed increase the Council size from 12 to 15 spots in clause XI(3)(a).

The Special Meeting was adjourned at 8:45 am.

Page 16 Insurance Institute of Southern Alberta

Page 17 Insurance Institute of Southern Alberta

The Insurance Institute of Alberta

Page 18 Insurance Institute of Southern Alberta

Honorary Life & Senior Sustaining Members

Senior Sustaining Members

Page 19 Insurance Institute of Southern Alberta

Page 20 Insurance Institute of Southern Alberta

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