Overview
Agenda
Across the Industry
TRADESHOW
FAQs

JOIN US FOR OUR 13TH ANNUAL YOUNG BROKERS CONFERENCE JUNE 7–9 IN NIAGARA.

This year we’re creating a top tier experience with the introduction of a team competition. Young brokers will engage in experiential learning, decision-making and strategic planning. They’ll work together to present a winning business case to our panel of esteemed judges for the chance to win a $5,000 grand prize from our friends at Trillium Mutual.

Young brokers will go Across the Industry, learning best practices, prices and timelines from industry experts. Teams will create a strategy and build a plan to meet defined growth targets using the tools provided. This will form the foundation of the first ever YBC Team Competition, assisting young brokers excel in 2017 and beyond.

Travelers Canada will be hosting a trivia pub night to kick things off, and our Tradeshow + Hospitality Night provides the opportunity to connect with our valued YBC sponsors and vendors.

Same great conference – better experience.

SEE YOU NEXT YEAR FOR OUR 14TH ANNUAL YOUNG BROKERS CONFERENCE JUNE 6-8 2018, HILTON NIAGARA FALLS.

CONTACT
Tracey Blouin
tblouin@ibao.on.ca
416.488.7422 x118

WEDNESDAY JUNE 7

4:00–6:00PM

HOTEL CHECK IN / REGISTRATION

HOTEL LOBBY / GRAND FALLS BALLROOM FOYER, HILTON NIAGARA FALLS 

6:00–10:00PM

TRIVIA PUB NIGHT
Sponsored by Travelers Canada

GRAND FALLS BALLROOM
HILTON NIAGARA FALLS

THURSDAY JUNE 8

7:30–8:30AM

BREAKFAST

GRAND CAFFE
HILTON NIAGARA FALLS

8:30–9:00AM

WELCOME REMARKS 

Traci Boland, IBAO President

GRAND FALLS BALLROOM
HILTON NIAGARA FALLS

9:00AM–12:00PM

ACROSS THE INDUSTRY

GRAND FALLS BALLROOM
HILTON NIAGARA FALLS 

12:00–1:00PM

LUNCH

WATERMARK RESTAURANT
HILTON NIAGARA FALLS

1:00–5:00PM

TEAM STRATEGY

BREAK OUT ROOMS AS ASSIGNED

6:00–10:00PM

TRADESHOW + HOSPITALITY NIGHT

GRAND HALL A, FALLSVIEW CASINO

FRIDAY JUNE 9

8:00–9:00AM

BREAKFAST

GRAND FALLS BALLROOM FOYER
HILTON NIAGARA FALLS

9:00–10:30AM

TEAM PRESENTATIONS

GRAND FALLS BALLROOM
HILTON NIAGARA FALLS

10:30–11:00AM

COFFEE BREAK / HOTEL CHECKOUT

GRAND FALLS BALLROOM FOYER
HILTON NIAGARA FALLS

11:00AM–12:00PM

EXECUTIVE ROUNDTABLE

GRAND FALLS BALLROOM
HILTON NIAGARA FALLS

12:00PM

$5,000 CASH PRIZE PRESENTATION BY TRILLIUM MUTUAL

GRAND FALLS BALLROOM
HILTON NIAGARA FALLS

THE ULTIMATE MARKETING MACHINE
Andrew Lo, President + Chief Operating Officer, Kanetix
Kelly Emery, Head, Kanetix Digital

How do we know how to position ourselves in the market, and more importantly, how will it affect the ever-changing ways consumers want to be engaged? Andrew and Kelly join us to discuss general consumer marketing options, the cost of implementation and timelines for creating a successful brand and digital presence.

FASTER + MORE EFFICIENT
Monica Hanna, Business Analyst, CSIO
Michael Spiar, Broker Relations + Communications Specialist, CSIO

Many technology options are available, and some brokers are seeing striking results, particularly in boosts to speed and efficiency. Learn what’s available to brokers, what average costs are and what timelines for implementation look like.

DON’T FLY BLINDLY
Adam Mitchell, Owner, Mitchell & Whale Insurance Brokers

Are you leveraging the data your brokerage collects by breaking down available growth opportunities? Learn how to calculate cost per acquisition, define sales targets and leverage sales strategies using sample costs, ultimately turning data into valuable insight.

INCREASE CLIENT RETENTION, BOOST PROFITS
Stephen Corea, Director of Sales & Business Development, Gore Mutual

We know that 20% of our existing customers generate 80% of profits. However, many customer retention efforts leave a lot to be desired. Learn how to use personalization and technology tools to retain business, accurately measure efforts and understand the costs involved.

INTERSECTION OF TALENT
Tony Pilon, HR Consultant, The T-R Group

Behind every company, whether it’s an international brokerage or the smallest startup, there’s an intersection of talent. Learn how to create culture, hire the right mix of skills and personality and the costs involved in attracting and retaining top talent.

THURSDAY JUNE 8, 6:00–10:00PM
FALLSVIEW CASINO l GRAND HALL A

FIRST GENERAL BOOTH 1
PRIMACO BOOTH 2
IFS FINANCIAL SERVICES BOOTH 3
INSURANCE INSTITUTE BOOTH 4
COMPLETE RESTORATION SERVICES BOOTH 5
TRILLIUM MUTUAL BOOTH 6
GUS BOOTH 7
A.M. FREDERICKS  BOOTH 8
ARTHUR J GALLAGHER CANADA BOOTH 9
THE GUARANTEE BOOTH 10
GAME DAY INSURANCE BOOTH 11
INTACT INSURANCE BOOTH 12
GORE MUTUAL BOOTH 13
HAGERTY CANADA BOOTH 14
KANETIX BOOTH 15
BENEFITS COORDINATORS INC BOOTH 16
ECONOMICAL INSURANCE BOOTH 17
FORTIFY NETWORK SOLUTIONS BOOTH 18
INSURANCE BUREAU OF CANADA BOOTH 19
WAWANESA INSURANCE BOOTH 20
NORTHBRIDGE INSURANCE BOOTH 21
CSIO BOOTH 22
PORTAGE MUTUAL INSURANCE BOOTH 23
HEARTLAND FARM MUTUAL BOOTH 24
BMO BANK OF MONTREAL BOOTH 25
ECHELON INSURANCE BOOTH 26
RSA BOOTH 27
SERVPRO BOOTH 28
K&K INSURANCE GROUP CANADA BOOTH 29
RESTORATION 1 BOOTH 30
EDDY HOME BOOTH 31
KEAL TECHNOLOGY BOOTH 32
How will teams be decided?

Teams will be created randomly, based on registration. Brokers with different backgrounds from different geographical locations will offer different views on interpreting data and determining strategy, adding to the learning experience.

Can I signup with a friend and be on the same team?

We will do our best to accommodate partnerships, but will only entertain team requests up to a maximum of two people. Group diversity is important (see above).

How many individuals will be on a team?

Teams will have the same number of people, but that number will depend on how many people attend the conference.

How will judges determine the winning team?

Common factors will be assessed, including:

 * Successfully identifying and discussing Case Study issues and opportunities
 * Developing a thoughtful action plan and list of recommendations
 * Leveraging appropriate analytical tools to garner best results
 * Presenting overall strategy in a professional, creative manner

How will prize money be divided?

$5,000 will be split evenly between members of the winning team.

Do I have to speak in public?

No. While every group member is expected to participate actively in discussions and strategy, final presentations can be designated to a specific team member(s).