ERM Symposium Seminar to be Available as a Live Webcast

Register Online

Registration ends at 11:59 PM EST, Saturday, March 12. If you wish to register after that time, please email David Core at dcore@casact.org and be ready to provide your credit card information. You may also go to the CAS website to purchase a recording of the full webcast or of individual presentations, http://www.softconference.com/cas/.

The ERM Symposium Seminar 2, “Designing and Implementing ICAAP and ORSA: Challenges and Practices,” is being made available as a live webcast on Monday, March 14 from 8:30 a.m. to 4:30 p.m. CST.

For those who are unable to attend the ERM Symposium in person, the webcast is a convenient opportunity to get continuing education. Registrants may invite their colleagues to view the webcast with them at no additional fee. Only Seminar 2 will be webcast.

This webcast qualifies for 8 CPE credits per day by the National Registry for CPE Sponsors.

About the Seminar

This full-day seminar directly addresses challenges faced by banks and insurance companies in building a robust Internal Capital Adequacy Assessment Process (ICAAP) and Own Risk and Solvency Assessment (ORSA). The ICAAP and ORSA are integral parts of the Enterprise Risk Management system of every bank, insurance, and reinsurance undertaking. Industry practitioners and supervisors will provide insightful guidance that can help companies set internal capital targets and develop strategies for achieving those targets that are consistent with their business plans, risk profiles, and operating environments. The Seminar will cover topics such as:

  • ICAAP and ORSA Frameworks
  • Supervisory expectations on design and implementation
  • Effective governance and senior management oversight
  • Sound capital assessment, planning and allocation
  • Comprehensive assessment of risks
  • Rigorous enterprise wide stress testing
  • Effective capital management
  • Independent end-to-end validation, and
  • Effective internal control and audit reviews.

Webcast participants will be able to see and hear all speakers live as they give their presentation. In addition, remote participants will be encouraged to interact with the panelists and ask questions electronically.

Please feel free to join the online professional group ICAAP & ORSA: Challenges & Practices, which was created for participants of the Seminar/Webcast, as well as for practitioners in ICAAP & ORSA areas. The Group’s open space will be used for facilitating technical discussions and asking the Faculty questions before, during and after the Seminar/Webcast. Contact Alexander Shipilov at alexander.shipilov@td.com with questions about the Group and its discussions.

Seminar Agenda, Panelist Bios and Presentations

Seminar Faculty:

Alexander Shipilov, TD Bank Group
Stuart Wason, Office of the Superintendent of Financial Institutions Canada
Alan Peng, Office of the Superintendent of Financial Institutions Canada
Bogie Ozdemir, Sun Life Financial
Anand Borawake, TD Bank Group
Dan Rodriguez, Credit Suisse
Julia Ross, Bank of Montreal
Leon Bloom, Deloitte & Touche LLP
Rodanthy Tzani, Federal Reserve Bank of New York


The early registration fee is $295 if you sign up by February 28. The fee increases to $395 after that date. Registration includes access from one computer only; additional log-ins will require separate registrations. Registrants must have Internet access for audio and video streaming, and speakers.

The webcast will be recorded and both in-person attendees as well as remote participants will have free access to the recording for one year following the Seminar.

Register Online

Contact David Core at dcore@casact.org or 703-276-3100 with any questions about the webcast.