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.
Director, Financial Risk and Regulatory Practice, PwC Canada
With more than 17 years of experience advising organizations on governance, risk, internal audit, and regulatory compliance, Ali is a recognized leader in modernizing audit and risk functions through innovation and technology. As PwC Canada’s AI Innovator, he leads the firm's efforts to identify and prioritize transformative AI opportunities, helping teams reimagine service delivery, accelerate productivity, and unlock greater value for clients. By combining deep risk expertise with emerging technologies, he helps shape practical AI solutions that are changing the future of professional services.
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.
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. She 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.
Dutt frequently speaks on topics such as governance and control, strategic internal audit functions, and organizational culture and conduct risk. She supports her community as a Board member, having completed multiple terms for the Children’s Aid Society of Toronto, and currently as Vice-Chair of the Board of Wilfrid Laurier University.
Senior Director, Analytics and Automation, Audit and Advisory Services, Manulife
Naresh Gupta leads a team responsible for advancing the use of data, analytics, automation, and artificial intelligence to enhance how internal audit delivers assurance and risk insights. Over the past few years, he has led the development of innovative capabilities that support auditors throughout the audit lifecycle and improve the quality, consistency, and scalability of audit activities. His work focuses on combining technology and audit expertise to help teams make better-informed decisions and operate more effectively in an increasingly complex risk environment.
Sohana Inderlall leads the Canadian internal audit function and oversees the Professional Practice Group to strengthen alignment between audit methodology and execution. She brings more than 25 years of experience in audit, compliance, and financial crimes risk management. Prior to Sun Life, she served as Vice-President, Financial Crimes Compliance (Canada) at TD Bank and spent 14 years with PwC and EY, advancing to Partner. She began her career as Director of Internal Audit at Standard Bank of South Africa and is a CPA, CA in both Canada and South Africa.
Senior Information Technology Auditor, Internal Audit, iA Financial Group
Franck Kamgang is an audit, risk, and data management professional with more than six years of experience in information systems audit, risk management, information security, and data governance. He holds dual degrees in IT engineering and information systems management from CESI EXIA in France and has earned industry-recognized certifications, including CISA, ISO 27001 Lead Implementer, CDMP Associate, MCSE in Data Management and Analytics, MCSA in BI Reporting, and MCP. Kamgang specializes in IT audit, internal controls, risk management, and data management, helping organizations strengthen governance, improve compliance, and enhance the effectiveness of their technology and data environments.
Tracie Marquardt helps chief audit executives and their teams transform audit results through communication, leadership, and productivity. She addresses audit's core challenge: deriving and communicating results that add value to stakeholders. She guides teams in redesigning outdated audit report templates and building the capability to deliver exceptional reporting at the intersection of human judgment and AI-driven communication. Marquardt has trained 13,000+ internal auditors across industries and continents and keynotes conferences worldwide. She was a 2024 and 2025 Beacon Award recipient and is the host of Inspiring Women in Audit, the industry podcast amplifying women's voices, anchoring a LinkedIn community of over 600 professionals.
Partner, Cybersecurity, Privacy and Financial Crime Practice, PwC Canada
Asif Qayyum has over 21 years of experience advising organizations on cybersecurity, risk management, compliance, and technology transformation across North America and Asia. He specializes in cybersecurity strategy, governance, risk, and controls, helping clients across various industries strengthen security, compliance, and technology risk management. He also helps organizations adopt AI responsibly, enabling risk and internal audit teams to use AI across the audit lifecycle while ensuring robust governance, security, privacy, and compliance. His focus is on practical AI use cases that deliver value while maintaining trust and control. Qayyum launched South Asia’s first regional payment gateway and has served on advisory committees for the Ontario Securities Commission and CPA Canada.
Since being appointed Foresters Financial’sCRO in 2023, Caroline Rendall has assumed increasing levels of responsibility in the Enterprise Risk Management function and has been instrumental in building and strengthening key elements of its risk framework. Prior to that, she held various actuarial roles inthe company, leading teams in Valuation, Pricing, and Business Planning. Rendall is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries and has volunteered in various capacities on industry committees.
Director, IT Risk Audit and Data Analytics, iA Financial Group
Khalled Toukourou leads technology risk audits and advances the use of data analytics across the internal audit function. He has over 20 years of professional experience in audit, risk, technology, and data, including more than 10 years specializing in IT audit, cybersecurity, IT risk management, and assurance services. Prior to joining the industry, he held senior leadership roles in consulting, leading IT audit, third-party assurance, and risk assessment for global organizations. Combining a strong accounting background with deep technology expertise, Toukourou is enthusiastic about leveraging data analytics to enhance audit assurance, insight generation, and risk coverage.
Maggie Wan has over 18 years of experience in the life insurance industry and currently leads the valuation of actuarial liabilities for life insurance products to support financial reporting. She focuses on various risk management initiatives and works closely with the Chief Risk Officer to provide independent oversight of the company’s risks as well as to provide objective risk assessment and challenge to business units and central functions. Wan is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries. She is involved in the industry through working groups with the Canadian Life and Health Insurance Association and the Canadian Institute of Actuaries.
The risk landscape is changing. Risks not only emerge as standalone events – disruptions are compounding across a spectrum of risks. Concurrently, while traditional assurance remains critical, organizations are increasingly looking for independent insight into emerging risks, organizational resilience, and ERM response. Internal Audit is uniquely positioned to provide an integrated view.
Dutt will explore how Internal Audit can enhance its influence while preserving independence by:
Strengthening interactions across lines of defence
Monitoring internal/external risk indicators
Converting emerging risk signals into actionable insights
Evaluating risk mitigation and resilience strategies, and
Helping organizations identify, anticipate, and respond to rapidly evolving threats.
Khalled Toukourou, Director, IT Risk Audit and Data Analytics, iA Financial Group
Franck Kamgang, Senior Information Technology Auditor, Internal Audit, iA Financial Group
iA Financial Group performed an audit that applied data analytics techniques to evaluate accounts payable risks across more than $1 billion in supplier payments. By testing vendor records, purchase orders, invoices, payment practices, and potential duplicate transactions, the audit provided comprehensive coverage of key financial and operational risks. The analysis identified opportunities to improve payment-cycle performance, maximize supplier discounts, and enhance duplicate-payment detection through automation and dashboard-based monitoring. The engagement illustrated how the internal audit functions can use analytics to move beyond sampling, deliver deeper insights, and drive continuous improvement in financial control environments.
Naresh Gupta, Senior Director, Analytics and Automation, Audit and Advisory Services, Manulife
The use of data, analytics, automation, and artificial intelligence is advancing how internal audit delivers assurance and risk insights. Over the past few years, Gupta and his team have developed innovative capabilities that support auditors throughout the audit lifecycle and improve the quality, consistency, and scalability of audit activities. He will discuss how combining technology and audit expertise helps business partners make better-informed decisions and operate more effectively in an increasingly complex risk environment.
This panel will explore operational flexibility and endurance, including practical approaches to embedding resilience across the organization, strengthening business continuity, and integrating fortitude in day-to-day operations and decision-making.
Internal audit teams are producing more reports than ever, but greater output is not necessarily translating into action. Recommendations are closed while risks persist, findings recur, and report messaging often fails to drive meaningful change. The result is lost influence, wasted capacity, and increased regulatory risk. While AI can accelerate report production, it cannot improve outcomes if reporting is ineffective. Marquardt will pinpoint five common reporting weaknesses, including unclear findings, poorly defined root causes, and weak calls to action. You will be able to identify your own gaps and gain practical insights to strengthen reporting and support better audit committee decisions.
Zeeshan Ali, Director, Financial Risk and Regulatory Practice, PwC
Asif Qayyum, Partner, Cybersecurity, Privacy and Financial Crime Practice, PwC
Internal Audit teams are using AI‑enabled tools to work smarter across the audit lifecycle—from risk assessment and audit planning to data analysis, document review, and reporting. Qayyum and Ali will focus on practical, in-use examples, while also touching on key security and governance considerations such as data privacy, access controls, and third‑party tools. Their emphasis will be on realistic, value-adding AI applications that IA functions can adopt today.
4:15 p.m. - 4:30 p.m.
Closing Remarks and Adjournment
Registration
Early bird rate (by October 30, 2026) LIMRA or LOMA Member: CD$350 + HST Non-Member: CD$525 + HST
Regular rate (after October 30, 2026) LIMRA or LOMA Member: CD$525 + HST Non-Member: CD$790 + HST
CANCELLATION AND REFUND POLICY:
All cancellation requests must be received in writing. These requests carry a CD$100 administrative charge. Full refunds minus the administrative fee will be granted only on written requests received by November 13, 2026. 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.