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2025 LOMA Canada Internal Audit Annual Meeting

11/24/2025, 8:15 a.m. - 4:15 p.m. ET
Sun LIfe, Toronto, ON

Overview

Who Attends

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.

Highlights

Topics for this event may include:

  • IFRS
  • Risk culture
  • Corporate governance
  • Three lines of defence (oversight function)
  • Life insurance enterprise risk management
  • ORSA
  • Quality assurance review
  • Third party audits
  • Cyber security

Speakers

Ram Balakrishnan, CPA, CPA (Colorado), CA (India), CISA, CRMA, CGEIT
Senior Vice-President and Chief Auditor, Sun Life

Ram Balakrishnan, CPA, CPA (Colorado), CA (India), CISA, CRMA, CGEIT

Senior Vice-President and Chief Auditor, Sun Life

Ram Balakrishnan leads the global internal audit function, assisting management in continually improving Sun Life’s risk management and control environment, and providing the Board of Directors and other stakeholders with assurance over the effectiveness of internal controls. He is focused on building and achieving a strategic plan to ensure Internal Audit is a partner to the business, positively influencing change and providing assurance to the Board and Senior Management.

Previously, Balakrishnan was Managing Director at Protiviti, leading the Internal Audit and Financial Advisory solution and Financial Services Industry sector for Canada. With over 30 years of professional services and industry experience, he is a seasoned leader and skilled professional in audit, risk management, governance, and technology risk. He has served on the Boards of not-for-profit and professional organizations including the IIA Toronto Chapter, ISACA Toronto Chapter, and Oakville Parent Child Centre.

Henri Boudreau, MBA, CPA, CA
Managing Director, Insurance Supervision, Office of the Superintendent of Financial Institutions

Henri Boudreau, MBA, CPA, CA

Managing Director, Insurance Supervision, Office of the Superintendent of Financial Institutions

Henri Boudreau joined OSFI’s supervision sector in 2000, first as a senior supervisor, and shortly after, managing a team supervising a portfolio of life and general insurers. In 2003, he was appointed Director of the Private Pension Plans Division. In 2007, he assumed the post of Director leading a supervision team for a portfolio of deposit-taking institutions, and trust and loan companies. In 2010, he was appointed Director, Life Insurance Capital Division, and in 2014, he took the role of Managing Director, Insurance Capital. In 2020, he returned to the supervision sector, leading teams with portfolios of general insurers and pension plans. Since 2024, he has been directing a team and is the lead supervisor of a life internationally-active insurance group (IAIG).

Prior to joining OSFI, Boudreau was Director, Finance and Director, Internal Audit at a mutual life insurance company.

Margaret-Ann Brooks, FLMI, CISA, CRISC
Vice-President, Chief Audit Officer, Co-operators Group Limited

Margaret-Ann Brooks, FLMI, CISA, CRISC

Vice-President, Chief Audit Officer, Co-operators Group Limited

Margaret-Ann Brooks is responsible 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 transformative change, including leading the first implementation of Salesforce. She returned to Audit Services in 2023 to take on the position of CAO. She is a mental health champion and published a children’s book, Grampa’s Butterfly, to help children deal with grief.

Abhishek Chowdhury, CA, CISA, CIA
Senior Manager, Technology Risk Practice, EY

Abhishek Chowdhury, CA, CISA, CIA

Senior Manager, Technology Risk Practice, EY

Abhishek Chowdhury possesses over 15 years of experience in risk consulting and IT auditing. He specializes in internal audit, internal controls, and emerging technology risks. He has led initiatives to help organizations establish AI governance frameworks, conduct AI risk assessments, and align AI inventory management with evolving regulatory standards. His work ensures responsible AI deployment by embedding compliance and control mechanisms across the AI lifecycle. Chowdhury brings a strategic lens to technology risk, helping clients navigate the complexities of AI adoption with confidence and clarity.

Roisin Crew, CPA, CA
Specialist, Insurance Supervision, Office of the Superintendent of Financial Institutions

Roisin Crew, CPA, CA

Specialist, Insurance Supervision, Office of the Superintendent of Financial Institutions

Roisin Crew joined OSFI in 2022 where she is a supervisor for a life internationally-active insurance group (IAIG). Prior to that, she spent 15 years at a life insurance company, primarily in the internal audit department. She held various internal audit roles, including conducting and overseeing audit engagements from the planning stage through to reporting, in addition to completing the annual risk assessment process and developing annual audit plans. She also led an internal audit quality assurance and improvement program that included reviewing and updating internal audit methodology, conducting quality assurance audit file reviews, and completing self-assessments against the standards of the Institute of Internal Auditors.

Catharine Dutt, MAcc, CPA, CA, CPA (Delaware), CGMA
Partner, Enterprise Risk Services Group, MNP LLP

Catharine Dutt, MAcc, CPA, CA, CPA (Delaware), CGMA

Partner, Enterprise Risk Services Group, MNP LLP

Catharine Dutt is a business advisor and leader with over 25 years of progressively responsible experience both in industry and consulting, focused primarily in the financial services industry. Her expertise includes managing a global internal audit function for the largest Canadian financial institution, as well as being the chief audit executive for its U.S. national bank.

Dutt has significant experience working with complex organizations that are navigating evolving stakeholder and regulatory expectations across lines of defence. Much of her time is concentrated in the banking sector; however, she has also worked within the insurance, investment dealer, pension and credit union sub-sectors, as well as with clients across a variety of industries including government, municipalities, healthcare, law, not-for-profit, telecommunications, and transportation.

She is a frequent speaker on topics such as governance and control, strategic internal audit functions, and organizational culture and conduct risk. She supports her community as a Board and Audit and Risk Committee member for the Children’s Aid Society of Toronto and Wilfrid Laurier University.

Shikha Gupta, CA (India)
Director, Risk Consulting Practice , EY

Shikha Gupta, CA (India)

Director, Risk Consulting Practice , EY

Shikha Gupta has over 16 years of experience in evaluating and enhancing internal control frameworks (SOX 404, ICFR), performing risk based internal audits, and ensuring compliance with key regulatory standards. She is a subject matter expert in internal audit and regularly leads and manages a portfolio of internal audits in the insurance industry as per OSFI guidelines and IIA standards, assessing and reporting on the effectiveness of the company’s control environment.

Steven Kwasny
Partner, Consulting Services and Director of Public Affairs, MNP LLP

Steven Kwasny

Partner, Consulting Services and Director of Public Affairs, MNP LLP

As a member of the Consulting Services unit and with more than 15 years of working in or with the public sector, Steven Kwasny leads teams through complex and sensitive stakeholder environments while delivering practical results for clients, including all orders of government, Crown corporations, and regulators. As a consultant, he brings a multifaceted, collaborative perspective to help his clients set, assess, and execute on their strategic priorities. His consulting work has included program, policy, and regulatory evaluations, organizational assessments, and strategic planning. In his other capacity as Director of Public Affairs, he leads MNP’s efforts to understand Canada’s political, regulatory, and public policy environment and how it impacts the firm and its clients from coast to coast. He led the firm’s internal coordination and external engagement on COVID-19 and now leads its Tariff response.

Prior to joining MNP, Kwasny held senior roles in the Alberta Legislature, including as a ministerial chief of staff, as well as supporting the initiation of Alberta's foreign direct investment attraction agency. He has also served in government and community relations roles in the post-secondary and not-for-profit sectors, and at multiple high-profile events.

Kwasny graduated with a political science degree and earned the Certificate in Strategic Foresight from the Norman Paterson School of International Affairs (Carleton University). He is involved in the community, including serving in senior planning roles for the 2024 Special Olympics Canada Winter Games and the 2022 Papal Apology for Residential Schools.

Neil Parkinson, FCPA, FCA, ICD.D
Corporate Director, Accountant, and Consultant

Neil Parkinson, FCPA, FCA, ICD.D

Corporate Director, Accountant, and Consultant

Neil Parkinson is a corporate director, professional accountant and consultant with over 40 years of experience in serving insurance and other financial services organizations. He was a partner in KPMG LLP from 1988 to 2016, serving as national leader of the firm's insurance practice from 2004 to 2015. He was deputy chair of KPMG's global insurance accounting technical committee, chair of the Insurance Auditors Advisory Committee for the Superintendent of Financial Institutions Canada from 2009 to 2016 and was a member of the Canadian Accounting Standards Board’s Insurance Accounting Task Force from 2006 to 2016. In addition to advising insurers, he has extensive professional experience serving pension plans, entrepreneurial real estate, and manufacturing companies.

Parkinson is chair of the board of Gore Mutual Insurance Company, lead independent director and audit committee chair of Sagen MI Canada Inc., member of the board of directors of Equitable Life Insurance Company of Canada, and chair of the Actuarial Profession Oversight Board. Previously, he served on the boards of the University of Guelph and Prostate Cancer Canada, and a number of other non-profit organizations. 

Dinaish Singh, CP, CA
Partner, Advisory Risk Services, KPMG Canada

Dinaish Singh, CP, CA

Partner, Advisory Risk Services, KPMG Canada

Dinaish Singh possesses 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. He is also a part of KPMG’s Digital, Data and Analytics leadership team, bringing insights to augment internal audit practices.

 

Agenda

Registration

Early-bird rate (by October 24, 2025)
LIMRA or LOMA member: CD$335 + HST
Non-member: CD$500 + HST

Regular rate (after October 24, 2025)
LIMRA or LOMA member: CD$500 + HST
Non-member: CD$755 + HST

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 6, 2025. 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

Register

Hotel / Venue

Sun Life
1 York Street
22nd floor, Rooms A-E
Toronto, ON


Sponsors

Thank You to Our Valued Sponsor

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