CAFII Board Meeting – December 5, 2023 – CAFII Members

CAFII Board Meeting – December 5, 2023

CAFII Board Meeting – December 5, 2023 Download

Meeting Agenda

00 – CAFII Board Meeting Agenda – December 5, 2023 v10_0 Download

Meeting Partials

1(c)(1) – Welcome to Andrew Kugler_0

1(c)(2) – Welcome to Andrew Kugler_0

2(a)(1) – Draft October 10 CAFII Board Meeting Minutes_0

2(b)(1) – Summary of Board and EOC Action Items As At November 10, 2023_0

2(c)(1) – October 2023 Regulatory_0

2(d)(1)- Consultations & Submissions Timetable As At November 10, 2023_0

2(e)(1) e 2E-REG~1_0

2(f)(1) – Committee Reports Addressing CAFII Priorities_0

2(g)(1) – Board Approved Schedule Of CAFII 2024 Meetings and Events_0

3(b)(1) – Implementation Of Board-Approved New CAFII Management Structure_0

4(a)(1) – Financial Statements as at October 31, 2023_0

4(b)(1) – Forecast for CAFII 2023 Fiscal Year As At October 31, 2023_0

4(c)(1) – 2024 Draft Operating Budget_0

5(a)(1) – CAFII Implications Of Eric Jacobs Transition_0

5(b)(1) – Peter Thompson Meeting with Éric Jacob and Christian Beaulieu

5(c)(1) 5C-PLA~1_0

5(d)(1) CAFII Atlantic Canada Regulatory Tour Summary v3_0

5(g)(1) – Welcome to Wendy Bairos

6(a)(1) – CISRO 2023 – 2026 Strategic Plan

6(b)(1) – Insurance Council of BC 2022-2023 Annual Report

6(d)(1) – CAFII Webinar on Words Matter

6(e)(1)- Responses from Atlantic Canada Regulators

6(f)(1) Financial Services Regulatory Authority of Ontario Stakeholder Audit Research -CAPSAC

6(g)(1) – CAFII Submission on FSRA Statement of Priorities 2024-2025 FINAL

6(h)(1) CAFII Letter to Huston Loke

6(i)(1) – Ontario Government Consultation 90 to 60

6(i)(2) – Ontario Government Consultation 90 to 60

6(k)(1) – FCAC Launch of Financial Literacy Month (No.1) Summary

6(o)(1) – CAFII Policy On Association Executive Staff Annual Performance Review