Events

Incidents, whether losses or near misses, provide valuable real-life opportunities to learn from mistakes and strengthen organizational safety programs. In this practical and informative webinar, IPE's Sud Malhotra, Fleet Specialist, will explore why effective incident investigation is critical for identifying root causes, developing corrective actions, and preventing future occurrences.

The session will highlight the importance of gathering comprehensive and accurate data to support meaningful analysis and better outcomes. Attendees will gain insight into the effective use of incident reporting systems, the role of a formal review and investigation process, how to identify trends and implement targeted training, and how technology can be leveraged to support incident investigation.

Understanding how engineering expert reports are developed and used in claims and litigation can offer municipalities powerful lessons for reducing future risks. In partnership with CIMA+, this session brings together engineering expertise and insurance claims insight to explore how technical findings translate into real-world improvements in road safety, maintenance and documentation practices.

Using real case examples, the presenters will unpack how engineering expert reports, such as road condition assessments, signage and sightline reviews, collision reconstructions and human-factors analyses, are prepared, interpreted and applied in defending municipal road claims. Attendees will gain practical insight into the expert’s duty to the court, the applicable engineering standards that guide their work and how these reports inform liability outcomes.

From the claims perspective, we’ll examine how findings from expert reports are used in defending municipalities and how recurring themes from litigation can be turned into proactive risk-management strategies. The session will conclude with a discussion and audience Q&A to explore best practices and how municipalities can strengthen their programs before the next claim arises.

Risk comes in many forms: premises risk, business risk, and the significant risk of legal liability.  Waivers and contracts can be effective tools to protect against an organization’s liability exposures, but they are not foolproof. This is especially true if those documents are not written clearly or administered correctly.
 
We’ve helped countless clients with contract and waiver reviews, and now we’re bringing that know-how straight to you. Tracy Eso, Risk Assessment and Solutions Specialist will discuss the most common uses of contractual risk transfer and the elements that must be addressed to ensure its effectiveness.

 

This webinar is pending CE Accreditation for our broker partners. 
 

Meet Tracy Eso

Tracy Eso, Risk Assessment and Solutions Manager, Intact Public Entities 
With over 20 years’ experience in the insurance industry, Tracy has created risk management and claims solutions for a myriad of clients and continues to champion the belief that the best risk management practices can be determined by closely examining past claims experiences. Tracy is passionate about delivering unique customer service solutions within the risk management and risk transfer space. Tracy is an instructor for the Insurance Institute of Canada teaching future insurance professionals in the industry. She has spoken at several conferences on topics ranging from Insurance Fraud to Liability Claims.

Risk transfer is one of the most important components of an effective risk management strategy. Contractual risk transfer is so important that IPE has created this webinar series to highlight how best to effectively transfer risk using contracts and agreements. In each session, we will tackle the unique challenges of partnering with non-profits, contractors, or other municipalities and pinpoint the necessary steps to do it right.
 

Catch-up on past sessions:
Boundary Road Agreements

When municipalities share a boundary, responsibility for the roads that run along or across it can quickly become unclear without a formal agreement. A well-structured boundary road agreement is not just a tool for operational clarity—it’s a critical risk management instrument.

View the recording here.

Lease Agreements

Lease and rental agreements are as varied as the properties they govern: from large warehouses to open fields, to skate-sharpening booths at a rec facility.  Effectively transferring risk to the tenant of the space, or in some cases, the landlord, is a foundational responsibility that must be factored into any rental agreement.

View the recording here.

Successful Special Events

In the first webinar of the “Transferring Risk Intentionally” series we look at the challenges that municipalities face when organizing special events. From pop-up markets, to parades, though they enliven and bolster community spirit, they can also create unique hazards and unexpected risks that a municipality must address. Oftentimes, dealing with non-profit organizers or community groups adds complexity to the planning of these celebrations.

View the recording here.
 

Securing Safe Roads and Trails

In the second webinar of the “Transferring Risk Intentionally” series we discuss how roads and trailways are one of the most significant areas of responsibility for a municipality.  Understanding ways those exposures can be effectively mitigated by the use of contracts as well as partnerships will be the topic of this informative session.

View the recording here.

Shared Services and Mutual Agreements

Municipalities across our country share services with neighbouring communities and upper-tier municipalities in order to function effectively and within budget. The agreements between parties are often dated and not properly documented.

View the recording here

 

Children’s Aid Societies hold a profound responsibility to protect the sensitive personal information of children and families. In today’s hyper-connected world, where workflows and communication channels intersect with advanced cyber risks, safeguarding this data is a critical priority.

IPE is partnering with leading industry experts Alex Bugeye and Bud Kneller from Frontline Commercial Vehicle Solutions Inc. to bring you a practical, solutions-focused session on improving fleet compliance within the transportation sector. Designed specifically for municipal professionals, this session dives into the root causes of CVOR non-compliance and offers actionable strategies to address performance issues before they escalate. 

Learn how your municipality can strengthen their safety programs by implementing effective policies, leveraging technology, enhancing training programs, and maintaining strong record management practices to improve overall CVOR performance and operational safety. 

Whether you're managing a small fleet or a large operation, this session will equip you and your team with the tools to boost safety, accountability, and CVOR performance. 
 

Meet Sud Malhotra

Sud Malhotra, Fleet Solutions Specialist, Intact Public Entities
With over seven years’ experience in the transportation industry, Sud has held various roles including Safety & Compliance Manager, and Fleet Manager. Sud began his career in the insurance industry in 2021 with Intact Insurance before transitioning to IPE a year later. As part of the Risk Management Department, Sud ensures IPE’s Municipal & Public Administration and Community Service Organization clients remain proactive and compliant with regional and provincial guidelines as they pertain to fleet and road safety. To advance his industry knowledge and expertise, Sud has received instructor training from the Ontario Safety League and holds a Commercial Driver’s License. He also completed his CRM Certificate from the University of Toronto. As an active promoter of road safety, Sud participates as a member of various industry related organizations including PMTC and the Fleet Safety Council.
 

Meet Alex Bugeya

Alex Bugeya, President, Frontline Commercial Vehicle Solutions Inc.
Prior to Frontline, Alex spent 13+ years with the Ontario Ministry of Transportation (MTO) including time spent as an enforcement officer, facility auditor, provincial audit administrator, and provincial training administrator in the Carrier Enforcement Program Office.  Alex’s experience includes being a former certified Commercial Vehicle Safety Alliance (CVSA) instructor as well as a former provincial trainer for many courses including hours of service and daily vehicle inspections.  Since leaving the MTO, Alex has maintained his involvement with CVSA where he is the Secretary for the North American Inspector’s Championship committee and works as an instructor for their Canadian Industry Roadside Inspection courses. 
 

Meet Bud Kneller

Bud Kneller, Vice President, Eastern Operations, Frontline Commercial Vehicle Solutions Inc.
Prior to Frontline, Bud spent 20+ years with the Ontario Ministry of Transportation (MTO) including time spent as an enforcement officer, facility auditor, and provincial training support administrator in the Carrier Enforcement Program Office.  Bud’s experience includes being a former certified Commercial Vehicle Safety Alliance (CVSA) instructor as well as a former provincial trainer for courses including cargo securement.  Since leaving the MTO, Bud has maintained his involvement with CVSA where he works as an instructor for their Canadian Industry Roadside Inspection courses. 

 

Does your organization have a communication plan in place in the event of a cyber incident? Kathryn Kolaczek of Alchemy Communications Inc. is here to help you understand how to develop a practical, effective communications strategy for cyber emergencies.   

Clear, timely communication is essential, not just to address the immediate situation, but to maintain public trust and protect your organization’s reputation.   

This webinar will walk you through:  
 

• How to plan ahead  
• Crafting consistent messaging  
• Coordinating with teams  
• Managing media relations  
• Maintaining your current strategy through regular exercises and reviews.   

This webinar is pending CE Accreditation for our broker partners.
 

Meet Kathryn Kolaczek

Kathryn Kolaczek is an entrepreneur and communications strategist who helps other entrepreneurs and brands grow robust revenue growth by creating conversations in communities that matter.

Alchemy Communications is a full service Public Relations firm specializing in traditional and social media strategy and integration, and strategic communications management, including crisis communications. Kathryn earned her PR and social media stripes at The Mompreneur Magazine where she served as the company's CEO and used PR as the main marketing tool for the growing company. 

Since that time, Kathryn has created and executed on crisis communications strategies for brands managing national and international product recalls, board governance issues, employee injuries and death as well as environmental crises. In times of brand stress, Kathryn serves to create and clarify the key messages, control the conversation, and offer support to media and communities in need of accurate and timely information.

The 2025 Fall Workshop takes place from October 19-21 (Sunday to Tuesday) at the picturesque Queens Landing Hotel in Niagara-on-the-Lake. It includes a mix of keynote speakers, educational sessions, quick hits, and sponsored sessions--all aimed at giving CAOs, DCAOs, and Aspiring CAOs the tools they need to be more effective. Plus we have optional events on Sunday afternoon and an offsite dinner+ tour on Monday evening.

This series of webinar presentations will bring together industry experts to discuss pressing issues on all manner of municipal liability exposures.  From legal experts discussing the importance of a Municipal Alcohol Policy, to seasoned Building Code professionals addressing how to face problems with open permits, we will interview these specialists to provide the most cutting-edge advice and viewpoints on specific liability exposures that matter to you and your municipality.  We will be fielding questions from the audience, so use this unique opportunity to get your questions answered by industry professionals. 

Catch-up on past sessions:
MAPping Your Liquor Host Liability

Municipalities routinely manage risks tied to road maintenance or slip-and-fall incidents, but alcohol service presents a different, and often overlooked, liability exposure. 

Whether it’s a beer garden, a wine tasting event, or serving alcohol in a municipally owned facility, the risks are real and potentially costly. This session will explore the hidden liability challenges municipalities face when alcohol is involved, and how to manage those risks effectively.  

Tracy Eso is joined by Cynthia Aoki, Partner, Clyde & Co. Canada LLP, to share insights on: 

• The importance of a Municipal Alcohol Policy and how that policy affects community partnerships. 
• Cases and legislation across the country that impact liquor host liability.  
• Areas where liability exposures are often missed and require attention. 
• How contractual risk transfer factors into alcohol service in municipal and community activities.