Expert Series – E&O and Cyber Insurance Coverage

Title: Expert Series - E&O and Cyber Insurance Coverage
Location: Delivered in an Interactive Zoom Environment
Start date: 28 June, 2023
Cost:$0.00 for members or $45.00 for non-members

Expert Series – E&O and Cyber Insurance Coverage: Why Do You Need It and What Coverage is Appropriate?

Presented by CMBA-BC & MBIBC

Wednesday, June 28, 2023, at 9:30AM

FREE For CMBA-BC Members

$45 + Tax for Non-Members

The world of mortgage brokering has become more complex for both brokerages and brokers. With the greater responsibilities and service demands come increased risks for the broker and brokerage. Having practical and sound E&O and Cyber Insurance is prudent, but it is not straightforward for brokers or brokerages to determine matters such as what mortgage brokering activities need to be covered, who needs to be covered, how much coverage is needed, and how far into the past or future will insurance arranged today cover. Learn from Derrick Leue how to assess the matter and how to better:

  • Protect the broker and brokerage from actual or alleged claims of professional negligence
  • Avoid a privacy breach impacting your clients, your brokerage, and your sub-mortgage brokers
  • Obtain specialized legal counsel for your personal and professional needs
  • Obtain access to comprehensive legal resources, including a guided documents portal, legal hotline, and professional contracts review

Our moderator Jason Suttie will keep the discussion focused on matters of particular importance to you, drawing not only on her considerable knowledge and experience but as informed by you and our other attendees asking questions in real time.

This webinar will make you a more informed and complete broker. It will make you better able to conduct your business. We look forward to seeing you!

SPEAKER

Derrick Leue

Derrick Leue is the President and CEO of PROLINK—Canada’s Insurance Connection, an independent insurance brokerage established in 1982. PROLINK offers tailor-made risk management and insurance solutions to Professional Associations, Canadian businesses, and individuals and has served the Mortgage industry for over 20 years.

Derrick is a registered insurance broker with an Honors degree in commerce from McMaster University and has been with PROLINK for 19 years. As the official Affinity Partner for Commercial and Personal Insurance for the Canadian Mortgage Brokers Association – British Columbia, Derrick and his team have been assisting CMBA BC members with their Errors & Omissions Liability, D&O Liability and Cyber insurance needs for over 12 years.

MODERATOR

Jason Suttie

Jason was first elected to the Board of the Mortgage Brokers Association of British Columbia back in 2008 and served as a Director for the following seven years, including two terms as Treasurer and one as Vice President. He equally played an important role in the delivery of practical education courses for Mortgage Brokers.

After stepping away from the Board in 2015 to focus on his business and other commitments, Jason was asked to reprise his role as a Director in 2017 on account of an unexpected vacancy, to which he dutifully agreed and served until 2018.

Since then, Jason has continued to promote the mission of our Association and mentor the next generation of Mortgage Brokers.

Thank you to our Sponsors

Interested in sponsorship opportunities? Please contact Victoria Tennant at events@cmbabc.ca.