Insurance Systems Unite

Thank you to all of our participating clients, sponsors and users for making Insurance Systems Unite a great success.

Conference Closed

Agenda

DAY 1 - Wednesday, September 20^th, 2023	Craft Beer Market (Website )
5:00 PM - 7:00 PM	Opening Networking Reception

DAY 2 - Thursday, September 21^st, 2023	King Gallery (3^rd Floor)	Chairman's Boardroom (12^th Floor)
8:00 AM - 9:00 AM	Registration and Breakfast
9:00 AM - 9:30 AM	Opening Remarks and ISI Update By: Casey Kretz Casey Kretz Prior to his appointment of President & CEO in August of 2018, Casey had held various leadership roles during his 17 years at ISI, including Project Manager, Development Manager and VP, Operations. In his spare time, Casey sits on the Mississauga West Rotary Board as Director of Community and Vocational Services and is also actively involved in coaching his kids baseball teams. Casey is a long distance runner, a downhill skier, a craft beer enthusiast and holds a Bachelor of Mathematics from the University of Waterloo.
9:30 AM - 10:30 AM	Rethinking What You Know: Embracing Curiosity and Empowering Change Rethinking What You Know: Embracing Curiosity and Empowering Change In today's fast-paced world, it's easy to become comfortable with what we know and stick to our preconceived ideas. But the reality is that the world is evolving at a historical rate, and it is critical for us to keep an open mind and challenge our beliefs. This keynote will explore the importance of rethinking what we know and why it's crucial for personal growth and long-term organizational success. You will learn how embracing curiosity and questioning your assumptions can lead to new perspectives and breakthroughs in your thinking. You will hear inspiring stories of individuals who challenged their beliefs and embraced change, leading to remarkable results. Chick will provide practical strategies for incorporating a growth mindset and embracing lifelong learning, while also addressing the common challenges and fears that come with change. By: Chick Herbert Chick Herbert Chick Herbert has 30+ years of experience working in the public and private sectors as an executive business leader, keynote speaker, executive coach, and independent consultant. His successful career spans more than a dozen industries and provides Chick a wealth of experiential knowledge and perspective. Chick is the co-author of the popular book It Begs the Question – Learn how the best managers drive performance through Question-Centric Coaching. The concepts and tools introduced in It Begs the Question help leaders develop the critical thinking skills of their team and have been integrated into organizations across North America. In his current role as Chief Experience Officer for NCMIC Group, Inc., Chick is responsible for developing people, technology, and strategy to profitably grow the business. In his previous executive leadership role for a Fortune 20 financial services organization, Chick lead a team responsible for business strategy, digital innovation, training and customer experience. Chick has also held executive leadership roles in technology, strategy, leadership development, talent planning, business development, training, customer experience, human resources, and operations.
10:30 AM - 10:45 AM	Coffee and Networking Break
10:45 AM - 11:15 AM	Extending ISI Enterprise through Integration Extending ISI Enterprise through Integration Insurance companies today are faced with new operational and underwriting challenges. Whether it is a tightening labor market or a change the risks in the marketplace, it is more critical than ever to create efficiencies in go-to-market strategies and access information from various sources to underwrite. Ian De Souza will cover how the ISI Enterprise API can be leveraged to tackle the following: Creation of self-service customer portals to increase operational efficiency Connectivity with third party tools to aggregate data for risk analysis Push real-time data into third party applications (e.g., CRM) to support business needs outside of ISI Enterprise By: Ian De Souza Ian De Souza Ian’s journey in software development began in 2002 with a boutique consulting company. He joined ISI in 2009 as a Senior Developer on the Policy Module team and since then he has held the positions of Lead Policy Developer and Architect where he was instrumental in implementing core features within Enterprise. In Ian’s current role Director of Development & QA, he’s responsible for process improvements within the Development and Quality Assurance teams. Ian is active in the management, operations and fundraising for Horizon’s Centre, a charitable organization based in Ghana. He also enjoys traveling to exotic countries to experience different cultures.
11:15 AM - 12:00 PM	Achieving Digital Transformation of the Customer Experience Achieving Digital Transformation of the Customer Experience Strategic rationale behind the digital transformation of the customer experience for carriers, and the design thinking best practices to guide your innovation roadmap. By: Garrett Harvey, Praxent Garrett Harvey, Praxent Garrett is an Associate Delivery Director at Praxent, a fintech product agency that delivers custom software solutions for the financial services industry. As a certified product owner, over the past 16 years he has helped to deliver complex software solutions across a variety of industries, including leading several initiatives to build policyholder and broker websites that seamlessly integrate with ISI Enterprise. Driven by a passion to bring intuitive experiences to technology, today Garrett leverages a design-centric approach to explore, ideate and launch products for the Insurtech and Fintech industry that foster digital transformation and customer satisfaction.
12:00 PM - 1:00 PM	Lunch
1:00 PM - 1:45 PM	Navigating Core System Transformation and New Projects Navigating Core System Transformation and New Projects Cameron will discuss the best practices for approaching full system transformation projects as well as additional enhancement projects with ISI. It is also an opportunity for the audience to engage and discuss success stories and lessons learned on their projects. By: Cameron Scott & Customers Cameron Scott & Customers During Cameron's 10 years with ISI, he has worked in project management, sales, marketing and operations. Today, Cameron manages the sales process and works actively with the full ISI team on implementing ISI Enterprise. Being a Certified Agile Software Development Scrum Master, Project Management Professional and actively involved in industry conferences, Cameron was awarded Top 30 Under 30 by the Insurance Accounting Systems Association (IASA) and Young Guns 2019 by Insurance Business Canada. Cameron plays more golf than his handicap would suggest and spends his winters on the slopes.	Commercial Lines Roundtable Commercial Lines Roundtable Jason will moderate a casual roundtable discussion in a breakout room. The session will focus on industry challenges facing commercial carriers and potential corresponding ISI Enterprise solutions. Please submit any agenda topics in advance. Moderator: Jason Ilagan, ISI Jason Ilagan, ISI Director, Production Support
1:45 PM - 2:30 PM	Insuring The Ultimate Customer Experience: Agile Ops, CSS & Digital Payments Insuring The Ultimate Customer Experience: Agile Ops, CSS & Digital Payments The digital customer experience encompasses all mobile and web-based interactions. Everything from account information, education, purchasing, service, payments, complaints, returns and overall customer satisfaction is implicitly linked to your digital presence -- making it more important than ever to deliver a simple, seamless and intuitive experience. Digital platforms are the link between the customer’s digital experience and the organization’s ability to respond with the same speed. Linking these two under the same platform is the digital equivalent of a championship team. If your data, delivery systems and technology isn’t internally on par with your customer experience, you are simply pushing the problem forward. This session will discuss opportunities in optimizing customer satisfaction by visiting industry trends of digital payments and their adoption, customer self-service tools and the efficiencies for both internal and external customers, and the importance of partnership and integrations to ensure smooth implementations and drive the value of your existing investments. By: Houston Andreades, Paymentus Houston Andreades, Paymentus Houston Andreades is a Sr. Partner Manager at Paymentus with a successful background in process improvement, business strategy optimization, technology solution enablement, change management and customer service. She works with her partners and colleagues to find innovative approaches to help businesses accomplish short and long range goals, while providing internal and external customers with the best user experience possible. Houston had over 16 years of industry experience in risk management, finance, software and municipal government.	Professional Liability Roundtable Professional Liability Roundtable Frosina will moderate a casual roundtable discussion in a breakout room. The session will focus on industry challenges facing professional liability carriers and potential corresponding ISI Enterprise solutions. Please submit any agenda topics in advance. Moderator: Frosina Kuzmanovska, ISI Frosina Kuzmanovska, ISI Project Manager
2:30 PM - 2:45 PM	Coffee and Networking Break
2:45 PM - 3:15 PM	Building an Insurance Company from the Ground Up Building an Insurance Company from the Ground Up Coming Soon... By: Mike George, Tokio Marine Canada Mike George, Tokio Marine Canada Mike George is a proven insurance executive, having built several specialty lines insurers from the ground up. Most recently, Mike was a co-founder, and ultimately CEO, of Trisura Guarantee Insurance Company, until his departure from the organization in 2019, following Trisura Group going public on the Toronto Stock Exchange in 2017. Mike has been involved in the insurance industry for over 30 years, starting as a financial analyst in the surety business with Guarantee Company of North America in 1988, before joining fledgling Wellington Guarantee in 1990, which became London Guarantee Insurance Company in 1995. London Guarantee Insurance Company was acquired by The St. Paul Companies Inc. in 2002, at which time Mike was responsible for field and branch operations of both the surety and insurance businesses. He stayed with The St. Paul Companies Inc. (which soon after merged with Travelers Property Casualty Corp.) for 3 years following the acquisition, during which time he was appointed to the boards of both St. Paul Guarantee Insurance Company and Northern Indemnity, until those companies amalgamated in 2004, before becoming Travelers Guarantee Insurance Company. Mike left Travelers in 2005 to start Trisura.
3:15 PM - 3:45 PM	Improving Business Development and Underwriter Sales Effectiveness Improving Business Development and Underwriter Sales Effectiveness Coming Soon... By: Cameron Scott, ISI Cameron Scott, ISI During Cameron's 10 years with ISI, he has worked in project management, sales, marketing and operations. Today, Cameron manages the sales process and works actively with the full ISI team on implementing ISI Enterprise. Being a Certified Agile Software Development Scrum Master, Project Management Professional and actively involved in industry conferences, Cameron was awarded Top 30 Under 30 by the Insurance Accounting Systems Association (IASA) and Young Guns 2019 by Insurance Business Canada. & Jevon VandenBerg, ISI Jevon VandenBerg, ISI Jevon has spent over 20 years in the insurance industry, 15 of which have been at ISI. His career has been focused on core insurance systems and he brings implementation experience from both the insurance company and vendor perspectives. In Jevon's current role as Director, Product he works with various stakeholders on the ISI Enterprise product direction and enhancements. He also remains involved with both sales and product implementations, which aid in developing the product strategy. Jevon holds a Bachelors of Business Administration from Wilfrid Laurier University. Outside of the office Jevon is a proud father of three children.
3:45 PM - 4:15 PM	AI Powered Submission Intake with ISI and SortSpoke AI Powered Submission Intake with ISI and SortSpoke Learn how carriers and MGAs are using AI to augment their underwriting teams and increase underwriting capacity. Featuring a demo with ISI and SortSpoke. By: Jasper Li, SortSpoke Jasper Li, SortSpoke After a decade advising financial services companies as a leading transformation consultant a PwC, Jasper founded SortSpoke to solve what he considered the hardest problem in operations, the enormous human capital that is spent on manual data extraction from highly varied, unstructured documents	Senior Leaders Roundtable Senior Leaders Roundtable Casey will moderate a casual roundtable discussion in a breakout room. Senior leaders can discuss industry trends or ask questions about ISI's business strategy. Please submit any topics in advance. Moderator: Casey Kretz, ISI Casey Kretz, ISI Prior to his appointment of President & CEO in August of 2018, Casey had held various leadership roles during his 22 years at ISI, including Project Manager, Development Manager and VP, Operations. In his spare time, Casey has held positions on the Mississauga West Rotary Board, chaired his kids end of school fundraiser, and helps coach his sons U11 baseball team. Casey was previously a barefoot runner, is an avid downhill skier, enjoys being a father of 2 and holds a Bachelor of Mathematics from the University of Waterloo. Fun Fact: Casey's family has hosted 4 exchange students since 2013, including 2 students from France, 1 from Taiwan and 1 from New Zealand. Later this year, his family will be welcoming a student from Japan into their home for 3 months.
4:15 PM - 4:45 PM	ISI Knowledge Base ISI Knowledge Base In line with our corporate vision of making lives easier for insurance professionals, we have rolled out a new Knowledge Base to allow end-users to access articles on system functionality, processes, and use. The Knowledge base was soft-launched in the second quarter of 2023 and we continue to build on the existing content. In this session we’ll go through a brief history of how we got where we are today, walk through the current content and peek into the future of the knowledge base from our perspective, as well as a getting your perspective! By: Dean Furzecott, ISI Dean Furzecott, ISI In over 30 years in the insurance industry, Dean has worked in claim handling, management, training and development, business analysis, and system implementations. Dean has been certified as a Scrum Master, a Registered Professional Trainer and is a Certified Insurance Professional with the Insurance Institue of Canada. In his current role, he provides direction for the evolution of ISI Enterprise with a focus on Claims and Security Configuration as well as assisting with implementations and supporting customers already in production.
4:45 PM - 5:00 PM	Sessions complete for the day; Please make your way to the reception.
5:00 PM - 6:30 PM	Reception in The Fifteen Hundred Room at One King West Join us for drinks, hors d'oeuvres and a spectacular view of the city from the 15th Floor of One King West Hotel.
6:30 PM	DAY 2 Closed

DAY 3 - Friday, September 22^nd, 2023	King Gallery (3^rd Floor)	Chairman's Boardroom (12^th Floor)
8:00 AM - 9:00 AM	Breakfast
9:00 AM - 9:45 AM	Taking Advantage of the Latest Configuration Concepts Taking Advantage of the Latest Configuration Concepts ISI Enterprise's configuration tools allow insurance companies to meet the demands of the ever-changing market. However, the flexibility of these tools often present more than one way to configure the system to make life easier for your front end users. During this session, we will cover new and exciting ways ISI's configuration screens are being leveraged to meet business needs. Whether it is presenting information in new ways or streamlining workflows, we will show you how you can take full advantage of the latest and greatest configuration concepts to better your implementation of ISI Enterprise or bring new life to your existing production setup. By: David Mussell, ISI David Mussell, ISI David started his journey in Insurance in 2010 selling and servicing home and auto insurance. The son of insurance brokers, brother of an underwriter, and the third generation of his family to pursue a career in insurance; David’s inevitable career in insurance introduced him to a love of underwriting before discovering a passion for making life easier for other underwriters as a BA. Since joining ISI in late 2021, David has been a part of 2 successful ISI Enterprise implementations, with more on the way. David lives in Toronto with his wife and two cats and is a lover and supporter of live theater, concerts, and the arts. & Steve Peace, ISI Steve Peace, ISI Steve started his Insurance career as a Claims Adjuster in 1985. After stints as a Marketing Rep and Independent Insurance Broker, he went back to school for a Programming degree and worked in IT for various Canadian Insurance companies until he joined ISI in 2003 on a 2 month contract. He was involved in the initial setup/design of the Policy Configuration module of Enterprise and designed/developed the Underwrite process that is used for all clients setup on Enterprise. He has been involved in most of the existing client policy configuration projects that are currently live on Enterprise and continues setting up new clients today. Steve is the proud (but poor) father of 2 kids both starting University in the fall. He enjoys golf/pickleball in the summer and skiing in the winter.
9:45 AM - 10:45 AM	New Enhancements and Product Roadmap Presentation New Enhancements and Product Roadmap Presentation ISI Enterprise is constantly evolving. Staying current on the product offerings will help ensure you are able to get the most out of ISI Enterprise. Join us as we review some highlights of recent enhancements to the platform, and get some insight in to what we are planning next. This session is relevant for anyone who uses or interacts with the ISI Enterprise. By: Jevon VandenBerg, ISI Jevon VandenBerg, ISI Jevon has spent over 20 years in the insurance industry, 15 of which have been at ISI. His career has been focused on core insurance systems and he brings implementation experience from both the insurance company and vendor perspectives. In Jevon's current role as Director, Product he works with various stakeholders on the ISI Enterprise product direction and enhancements. He also remains involved with both sales and product implementations, which aid in developing the product strategy. Jevon holds a Bachelors of Business Administration from Wilfrid Laurier University. Outside of the office Jevon is a proud father of three children.
10:45 AM - 11:00 AM	Coffee and Networking Break
11:00 AM - 12:00 PM	Making the Most out of ISI Enterprise: Underutilized Functionality Making the Most out of ISI Enterprise: Underutilized Functionality The ISI Enterprise functionality is constantly evolving, sometimes faster than our customers can keep track of. Join us for a presentation on areas of the system you may not be as familiar with and functionality that could help your business by enabling it. Our Project Management Office panel will walk you through business use cases and discuss how you can get the full benefit of ISI Enterprise. By: ISI PMO ISI PMO Sarah Halliwell is a seasoned finance and accounting professional with over 10 years of experience that spans a diverse set of industries. Currently, Sarah is a Business Analyst on ISI's finance team, where she focuses primarily on Accounting and Billing implementations. Beyond her professional pursuits, Sarah is a proud parent of two young children and volunteers as a treasurer at a local community center. Brad Laberge joined ISI the way most people do, on a plane on the way home from a golf trip. Like so many people at ISI, I fell into the role and never looked back. In my past life, I was an auto, property, liability, and commercial claims adjuster for a large insurance company with 11 years experience. Currently, I am a Claims and Reinsurance Business Analyst at ISI with a degree from Wilfred Laurier University and a CIP designation. I am well-traveled having been to 26 countries and counting. Away from the office I enjoy exercising, am an avid golf and squash player and tattoo enthusiast. Eva Zjavka has been with ISI for 17 years and during her tenure she has held multiple positions within the organization including QA Analyst , UW Business Analyst and Project Coordinator. Today, as a Sr. Project Manager, Eva oversees and manages ISI’s new project implementations on the Enterprise software. She is an honors graduate from Humber College and holds a diploma in Business Management. She is a certified Scrum Master and has completed various leadership development courses. She is a mother of two young girls and on her spare time she enjoys going to the spa, working out, travelling to tropical destinations and dancing. Marc Pottier has 7 years of experience in the software industry with an extensive background in both the business and technical sides of software implementations. His journey began in banking software before making the move to insurance in early 2021 when he joined ISI's Finance team. Currently, as a Senior Business Analyst, Marc leads the Accounting and Billing streams of new implementation projects, along with numerous standardization, automation, and documentation initiatives. He is a graduate of the joint BBA/BMath double degree program at Wilfrid Laurier University and the University of Waterloo. Marc is also a proud father and an avid runner that is quickly wearing down the tires on his son's running stroller."
12:00 PM	Conference Closed

Speakers

Casey Kretz

President and CEO at ISI

Prior to his appointment of President & CEO in August of 2018, Casey had held various leadership roles during his 22 years at ISI, including Project Manager, Development Manager and VP, Operations. In his spare time, Casey has held positions on the Mississauga West Rotary Board, chaired his kids end of school fundraiser, and helps coach his sons U11 baseball team. Casey was previously a barefoot runner, is an avid downhill skier, enjoys being a father of 2 and holds a Bachelor of Mathematics from the University of Waterloo. Fun Fact: Casey's family has hosted 4 exchange students since 2013, including 2 students from France, 1 from Taiwan and 1 from New Zealand. Later this year, his family will be welcoming a student from Japan into their home for 3 months.

Chick Herbert

Chief Experience Officer at NCMIC Group

Chick Herbert has 30+ years of experience working in the public and private sectors as an executive business leader, keynote speaker, executive coach, and independent consultant. His successful career spans more than a dozen industries and provides Chick a wealth of experiential knowledge and perspective. Chick is the co-author of the popular book It Begs the Question – Learn how the best managers drive performance through Question-Centric Coaching. The concepts and tools introduced in It Begs the Question help leaders develop the critical thinking skills of their team and have been integrated into organizations across North America. In his current role as Chief Experience Officer for NCMIC Group, Inc., Chick is responsible for developing people, technology, and strategy to profitably grow the business. In his previous executive leadership role for a Fortune 20 financial services organization, Chick lead a team responsible for business strategy, digital innovation, training and customer experience. Chick has also held executive leadership roles in technology, strategy, leadership development, talent planning, business development, training, customer experience, human resources, and operations.

Ian De Souza

Director, Development and QA at ISI

Ian’s journey in software development began in 2002 with a boutique consulting company. He joined ISI in 2009 as a Senior Developer on the Policy Module team and since then he has held the positions of Lead Policy Developer and Architect where he was instrumental in implementing core features within Enterprise. In Ian’s current role Director of Development & QA, he’s responsible for process improvements within the Development and Quality Assurance teams. Ian is active in the management, operations and fundraising for Horizon’s Centre, a charitable organization based in Ghana. He also enjoys traveling to exotic countries to experience different cultures.

Garrett Harvey

Associate Delivery Director at Praxent

Garrett is an Associate Delivery Director at Praxent, a fintech product agency that delivers custom software solutions for the financial services industry. As a certified product owner, over the past 16 years he has helped to deliver complex software solutions across a variety of industries, including leading several initiatives to build policyholder and broker websites that seamlessly integrate with ISI Enterprise. Driven by a passion to bring intuitive experiences to technology, today Garrett leverages a design-centric approach to explore, ideate and launch products for the Insurtech and Fintech industry that foster digital transformation and customer satisfaction.

Cameron Scott

VP, Sales & Implementation at ISI

During Cameron's 10 years with ISI, he has worked in project management, sales, marketing and operations. Today, Cameron manages the sales process and works actively with the full ISI team on implementing ISI Enterprise. Being a Certified Agile Software Development Scrum Master, Project Management Professional and actively involved in industry conferences, Cameron was awarded Top 30 Under 30 by the Insurance Accounting Systems Association (IASA) and Young Guns 2019 by Insurance Business Canada. Cameron plays more golf than his handicap would suggest and spends his winters on the slopes.

Houston Andreades

Senior Partner Manager at Paymentus

Houston Andreades is a Sr. Partner Manager at Paymentus with a successful background in process improvement, business strategy optimization, technology solution enablement, change management and customer service. She works with her partners and colleagues to find innovative approaches to help businesses accomplish short and long range goals, while providing internal and external customers with the best user experience possible. Houston had over 16 years of industry experience in risk management, finance, software and municipal government.

Mike George

CEO at Tokio Marine Canada

Mike George is a proven insurance executive, having built several specialty lines insurers from the ground up. Most recently, Mike was a co-founder, and ultimately CEO, of Trisura Guarantee Insurance Company, until his departure from the organization in 2019, following Trisura Group going public on the Toronto Stock Exchange in 2017. Mike has been involved in the insurance industry for over 30 years, starting as a financial analyst in the surety business with Guarantee Company of North America in 1988, before joining fledgling Wellington Guarantee in 1990, which became London Guarantee Insurance Company in 1995. London Guarantee Insurance Company was acquired by The St. Paul Companies Inc. in 2002, at which time Mike was responsible for field and branch operations of both the surety and insurance businesses. He stayed with The St. Paul Companies Inc. (which soon after merged with Travelers Property Casualty Corp.) for 3 years following the acquisition, during which time he was appointed to the boards of both St. Paul Guarantee Insurance Company and Northern Indemnity, until those companies amalgamated in 2004, before becoming Travelers Guarantee Insurance Company. Mike left Travelers in 2005 to start Trisura.

Jevon VandenBerg

Director, Product at ISI

Jevon has spent over 20 years in the insurance industry, 15 of which have been at ISI. His career has been focused on core insurance systems and he brings implementation experience from both the insurance company and vendor perspectives. In Jevon's current role as Director, Product he works with various stakeholders on the ISI Enterprise product direction and enhancements. He also remains involved with both sales and product implementations, which aid in developing the product strategy. Jevon holds a Bachelors of Business Administration from Wilfrid Laurier University. Outside of the office Jevon is a proud father of three children.

Jasper Li

CEO at SortSpoke

After a decade advising financial services companies as a leading transformation consultant at PwC, Jasper founded SortSpoke to solve what he considered the hardest unsolved problem in operations, the enormous human capital that is spent on manual data extraction from highly varied, unstructured documents.

Dean Furzecott

Director, Product - Claims at ISI

"In over 30 years in the insurance industry, Dean has worked in claim handling, management, training and development, business analysis, and system implementations. Dean has been certified as a Scrum Master, a Registered Professional Trainer and is a Certified Insurance Professional with the Insurance Institute of Canada. In his current role, he provides direction for the evolution of ISI Enterprise with a focus on Claims and Security Configuration as well as assisting with implementations and supporting customers already in production.

David Mussell

Senior Business Analyst at ISI

David started his journey in Insurance in 2010 selling and servicing home and auto insurance. The son of insurance brokers, brother of an underwriter, and the third generation of his family to pursue a career in insurance; David’s inevitable career in insurance introduced him to a love of underwriting before discovering a passion for making life easier for other underwriters as a BA. Since joining ISI in late 2021, David has been a part of 2 successful ISI Enterprise implementations, with more on the way. David lives in Toronto with his wife and two cats and is a lover and supporter of live theater, concerts, and the arts.

Steve Peace

Lead Implementation Architect at ISI

Steve started his Insurance career as a Claims Adjuster in 1985. After stints as a Marketing Rep and Independent Insurance Broker, he went back to school for a Programming degree and worked in IT for various Canadian Insurance companies until he joined ISI in 2003 on a 2 month contract. He was involved in the initial setup/design of the Policy Configuration module of Enterprise and designed/developed the Underwrite process that is used for all clients setup on Enterprise. He has been involved in most of the existing client policy configuration projects that are currently live on Enterprise and continues setting up new clients today. Steve is the proud (but poor) father of 2 kids both starting University in the fall. He enjoys golf/pickleball in the summer and skiing in the winter

Eva Zjavka

Senior Project Manager at ISI

Eva has been with ISI for 17 years and during her tenure she has held multiple positions within the organization including QA Analyst , UW Business Analyst and Project Coordinator. Today, as a Sr. Project Manager, Eva oversees and manages ISI’s new project implementations on the Enterprise software. She is an honors graduate from Humber College and holds a diploma in Business Management. She is a certified Scrum Master and has completed various leadership development courses. She is a mother of two young girls and on her spare time she enjoys going to the spa, working out, travelling to tropical destinations and dancing.

Brad Laberge

Business Analyst at ISI

Brad joined ISI the way most people do, on a plane on the way home from a golf trip. Like so many people at ISI, I fell into the role and never looked back. In my past life, I was an auto, property, liability, and commercial claims adjuster for a large insurance company with 11 years experience. Currently, I am a Claims and Reinsurance Business Analyst at ISI with a degree from Wilfred Laurier University and a CIP designation. I am well-traveled having been to 26 countries and counting. Away from the office I enjoy exercising, am an avid golf and squash player and tattoo enthusiast.

Marc Pottier

Senior Business Analyst at ISI

Marc has 7 years of experience in the software industry with an extensive background in both the business and technical sides of software implementations. His journey began in banking software before making the move to insurance in early 2021 when he joined ISI's Finance team. Currently, as a Senior Business Analyst, Marc leads the Accounting and Billing streams of new implementation projects, along with numerous standardization, automation, and documentation initiatives. He is a graduate of the joint BBA/BMath double degree program at Wilfrid Laurier University and the University of Waterloo. Marc is also a proud father and an avid runner that is quickly wearing down the tires on his son's running stroller.

Sarah Halliwell

Business Analyst at ISI

Sarah is a seasoned finance and accounting professional with over 10 years of experience that spans a diverse set of industries. Currently, Sarah is a Business Analyst on ISI's finance team, where she focuses primarily on Accounting and Billing implementations. Beyond her professional pursuits, Sarah is a proud parent of two young children and volunteers as a treasurer at a local community center.

Venue

One King West

Hotel and Residence

Special Hotel Rates are Available. Please direct all hotel reservation inquiries to Reservations Department by telephone at 416-548-8100 or by email at reservations@onekingwest.com.
Attendees should Quote: Insurance Systems Inc. or Group Code 230927INSU