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56th Annual Canadian Employee Benefits Conference

56th Annual Canadian Employee Benefits Conference

Sunday, September 10 - Wednesday, September 13, 2023
Palais des congrès de Montréal, Montréal, QC

Join us in person at the 56th Annual Canadian Employee Benefits Conference in Montréal, Québec to gain the latest tools, ideas and strategies for making effective decisions on behalf of your plan members. Hear from experts in the industry, network with benefits professionals and share strategies on managing the funds you serve in this ever-changing world.

The International Foundation is committed to helping you meet any upcoming challenges, providing a source for unbiased, impartial information on the key issues you face while supporting your pension and benefit funds.

Monday Morning Featured Sessions

Economic Outlook—What’s Ahead and What to Watch For

9:30-10:30 a.m.

Jovanka Charbonneau, M.Sc.
Senior Economist
BDC (Canada’s Business Development Bank)
Montréal, Québec

Legal/Legislative Developments
Across Canada

10:45-11:45 a.m.

Lisa C. Chamzuk
Partner
Lawson Lundell LLP
Vancouver, British Columbia

Hugh Wright
Partner
Miller Thomson LLP
Halifax, Nova Scotia

Mark Zigler
Senior Partner
Koskie Minsky LLP
Toronto, Ontario

Tuesday Morning Featured Sessions

The Collaborative Economy—Much More Than Uber and Airbnb

9:15-10:15 a.m.

Guillaume Lavoie, MPA (ENAP)
Senior Fellow
C.D. Howe Institute
Montréal, Québec

Relieving Work-Related Stress with Humour

10:30-11:30 a.m.

Judy Croon
Comedian
Toronto, Ontario

Conference Sessions

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Sunday September 10, 2023
4:45-6:30 p.m. ET
Leadership éthique — Une approche humaniste
4:45-6:30 p.m. ET

Les présentations inspirantes du général Dallaire encouragent les leaders à adopter de nouvelles formes de communication avec leurs équipes, en leur donnant la confiance nécessaire pour aller au-delà de la perception de leurs propres capacités. La longévité professionnelle, l’avantage concurrentiel et l’épanouissement personnel attendent ceux qui placent la qualité de vie pour eux-mêmes et pour leur équipe au premier plan.

Category: French
Lieutenant-général à la retraite, l’honorable Roméo Dallaire
Conférencier
Lieutenant-général à la retraite, l’honorable Roméo Dallaire
Fondateur
Institut Dallaire pour les Enfants, la Paix, et la Sécurité
4:45-6:30 p.m. ET
Opening Keynote: Ethical Leadership—A Humanistic Approach
4:45-6:30 p.m. ET

Dallaire’s inspirational presentations encourage leaders to embrace new forms of communication with their team, giving them the confidence to go beyond the perception of their own abilities. Professional longevity, a competitive edge and personal fulfillment are awaiting those who put the quality of life for themselves and their team at the forefront.

Category: Keynote
The Honourable Romeo Dallaire
Speaker
The Honourable Romeo Dallaire
Lieutenant-General (Ret'd)
Founder, The Dallaire Institute for Children, Peace and Security
Monday September 11, 2023
8:00-9:15 a.m. ET
Diversity Without Division
8:00-9:15 a.m. ET

Diversity, equity and inclusion (DEI)—The phrase is everywhere. But doing DEI in a way that actually unifies people is far less understood. Enter Irshad Manji. In her riveting keynote, the New York Times bestselling author will reveal:

  • What “honest diversity” means and how it differs from dishonest diversity
  • Why practicing honest diversity will equip you to build relationships with game-changing results at work, at home and beyond
  • How Bruce Lee, the martial arts icon, can inspire all of us to turn contentious issues into constructive conversations.

After her keynote, join Manji for a breakout workshop in which she’ll teach the skills to achieve diversity without division—because good ideas don’t work unless we work them!

Category: Keynote
Irshad Manji
Speaker
Irshad Manji
The New York Times Best-selling Author
Founder, Moral Courage College
8:00-9:15 a.m. ET
La diversité sans la division
8:00-9:15 a.m. ET

« Diversité, équité et inclusion » — Cette expression est omniprésente, mais pratiquer la DEI d’une manière qui unifie réellement les gens est beaucoup moins bien compris.

C’est là qu’intervient Irshad Manji. Dans son discours liminaire captivant, l’auteure de best-sellers du New York Times révélera :

  • ce que signifie la « diversité honnête » et en quoi elle diffère de la diversité malhonnête ;
  • pourquoi la pratique de la diversité honnête vous permettra d’établir des relations qui changeront la donne au travail, à la maison et ailleurs ;
  • comment Bruce Lee, l’icône des arts martiaux, peut nous inspirer à transformer les questions litigieuses en conversations constructives.

Après son allocution, rejoignez la journaliste et professeure Manji pour une séance en petits groupes au cours de laquelle elle vous enseignera les compétences nécessaires pour parvenir à la diversité sans division. Parce que les bonnes idées ne fonctionnent que si nous y travaillons !

Category: French
Irshad Manji
Conférencière
Irshad Manji
Auteur de best-sellers du New York Times
Fondatrice, Moral Courage College
9:30-10:30 a.m. ET
Economic Outlook—What’s Ahead and What to Watch For
9:30-10:30 a.m. ET

Join Charbonneau as she outlines the current economic situation and its implications for what’s ahead.

  • What’s in store for inflation and interest rates?
  • How are labour scarcity and international economic context changing the economic environment?
  • What to watch for moving into 2024
Category: General Topics
Jovanka Charbonneau, M.Sc.
Speaker
Jovanka Charbonneau, M.Sc.
Senior Economist
BDC (Canada's Business Development Bank)
9:30-10:30 a.m. ET
Perspective économique — Ce qui s’en vient et ce qu’il faut surveiller
9:30-10:30 a.m. ET

Charbonneau présente la situation économique actuelle et ses implications pour l’avenir.

  • Que nous réservent l’inflation et les taux d’intérêt ?
  • Comment la rareté de la main-d’œuvre et le contexte économique international modifient-ils l’environnement économique ?
  • Que faut-il surveiller à l’aube de 2024 ?
Category: French
Jovanka Charbonneau, M.Sc.
Conférencière
Jovanka Charbonneau, M.Sc.
Économiste principale
BDC (Banque de développement du Canada)
10:45-11:45 a.m. ET
Legal/Legislative Developments Across Canada
10:45-11:45 a.m. ET

This panel will discuss proposed and recently passed legislation and regulations as well as court decisions affecting pension and health and welfare benefit plans.

Category: Legal/Legislative Update
Hugh H. Wright
Panelist
Hugh H. Wright
Partner
Miller Thomson LLP
Lisa C. Chamzuk
Panel Facilitator
Lisa C. Chamzuk
Partner
Lawson Lundell LLP
Mark Zigler
Panelist
Mark Zigler
Senior Partner
Koskie Minsky LLP
1:15-2:15 p.m. ET
Basics in Financial Performance Benchmarking
1:15-2:15 p.m. ET

This session will introduce the keys to understanding your plan’s financial performance and making the right decisions. The discussion will include:

  • The links between performance monitoring and your investment policy
  • Performance benchmarks
  • Using performance monitoring to make the right decisions as trustees.
Category: Investments
Mike F. Neheli
Facilitator
Mike F. Neheli
President
Manion Wilkins & Associates Ltd.
Peter C. Hayes, FCIA, FSA
Speaker
Peter C. Hayes, FCIA, FSA
Co-Chair, Board of Trustees
UPEI Jointly Sponsored Pension Plan
1:15-2:15 p.m. ET
Building Partnerships and Trust—Addressing the Skilled Trades Crisis and the Goals of Reconciliation
1:15-2:15 p.m. ET
The historic underrepresentation of Indigenous peoples in the skilled trades requires new strategies to ensure access and success and ultimately further the goals of economic reconciliation. The main considerations leading this conversation include:
  • Lessons learned to ensure meaningful participation of Indigenous workers in the skilled trades
  • Effectively building partnerships and trust to collaboratively address the skilled trades shortage and economic reconciliation
  • How can employment and skills training programs adapt to be more accessible and ultimately be more successful in training Indigenous workers?
Category: Training and Education
Gabrielle Slowey, Ph.D.
Panel Facilitator
Gabrielle Slowey, Ph.D.
Associate Professor, Department of Politics
York University
Jim Jacobs
Panelist
Jim Jacobs
Indigenous Relations Coordinator
International Union of Operating Engineers Local 793
Kevin Deer
Panelist
Kevin Deer
Indigenous Elder
Kris Mullaly, PMP
Panelist
Kris Mullaly, PMP
Project Manager, Inuit Training Initiatives
Qikiqtani Inuit Association
Michelle Francis-Denny, M.B.A.
Panelist
Michelle Francis-Denny, M.B.A.
Indigenous Relations Manager
Bird Construction
1:15-2:15 p.m. ET
Case for Global Small Cap—It’s a Whole Other Universe
1:15-2:15 p.m. ET
The need for growth is at the forefront of many investors’ minds. By extending the investment opportunity set beyond global large cap equities, investors can tap into an attractive universe of possibilities. This session will review:
  • The unique growth opportunities offered by the global small cap market
  • How they can play a complementary role to global developed large cap portfolios
  • Why the market offers attractive added value potential
  • How different investment styles can provide an efficient return experience.
Category: Investments
Jean-Eric Parisien, CFA
Co-Speaker
Jean-Eric Parisien, CFA
Manager, Client Relationships
Global Alpha Capital Management Ltd.
Sain Godil, M.Sc., CFA
Co-Speaker
Sain Godil, M.Sc., CFA
Portfolio Manager
Global Alpha Capital Management Ltd.
1:15-2:15 p.m. ET
DEI Workshop—Diversity Without Division
1:15-2:15 p.m. ET
Following the morning keynote, come for a workshop to develop the skills to achieve diversity without division. Good ideas don’t work unless we work them!
Category: General Topics
Irshad Manji
Speaker
Irshad Manji
The New York Times Best-selling Author
Founder, Moral Courage College
1:15-2:15 p.m. ET
Hope Is Not a Plan—Bringing More Strategic Discussion Into the Boardroom
1:15-2:15 p.m. ET
This session is intended for board trustees who are interested in learning about strategic planning for pension and benefit plans. In this introductory session, we will cover:
  • Why strategic planning is a core responsibility of pension and benefit plan boards
  • Elements of strategic planning
  • Getting strategic planning onto the board agenda.
Category: Governance
Laurie L. Hutchinson, C.Dir.
Co-Speaker
Laurie L. Hutchinson, C.Dir.
Chief Executive Officer
OMERS Sponsors Corporation
Tommaso Iannucci, M.B.A.
Co-Speaker
Tommaso Iannucci, M.B.A.
Vice-President, Governance and Strategy
Colleges of Applied Arts and Technology (CAAT) Pension Plan
1:15-2:15 p.m. ET
Leading Governance, Risk Management and Communication Practices of DB MEPPs in Ontario
1:15-2:15 p.m. ET
In 2020, FSRA conducted a thematic review of DB MEPPs under its supervision, leading to the publication in 2021 of leading practices guidance covering governance, risk management and communications activities. Hear the latest updates from FSRA regarding:
  • A benchmarking exercise over the last two years with all DB MEPPs in Ontario
  • Current vs. leading practices
  • Aggregated, sector-level insights.
Category: Pension
Paul Martiniello, I.M.B.A., CIM
Speaker
Paul Martiniello, I.M.B.A., CIM
Director, Relationship Management and Regulatory Effectiveness
Financial Services Regulatory Authority (FSRA)
1:15-2:15 p.m. ET
Learning From Canadians’ Views on Retirement Security
1:15-2:15 p.m. ET
This panel will discuss the use of research and how pension plans can use findings to inform organizational strategies. The panel features experts from two leading Canadian research firms and a large public sector plan who will discuss highlights from recent polling on retirement security followed by a discussion on what plans can take away from these results. The session will cover:
  • The importance of market research
  • Highlights from the 2023 Canadian Retirement Survey
  • Highlights from the 2023 Canadian Employer Pension Survey.
Category: Public Plans
Daniel Oettl
Panel Facilitator
Daniel Oettl
Associate Director, Pension and Market Research
Healthcare of Ontario Pension Plan (HOOPP)
David Coletto, Ph.D.
Panelist
David Coletto, Ph.D.
Chief Executive Officer and Founder
Abacus Data
Demetre Eliopoulos
Panelist
Demetre Eliopoulos
Senior Vice President and Managing Director, Research Services
Angus Reid Group
1:15-2:15 p.m. ET
Legal/Legislative Update—Atlantic Canada
1:15-2:15 p.m. ET
This update provides an overview of proposed and recently passed legislation and regulations as well as court decisions affecting pension and health and welfare benefit plans specific to Atlantic Canada.
Category: Legal/Legislative Update
Hugh H. Wright
Speaker
Hugh H. Wright
Partner
Miller Thomson LLP
1:15-2:15 p.m. ET
Rethinking Cancer in the Workplace—Enhanced Patient Outcomes and Working Toward Optimizing Patient Care
1:15-2:15 p.m. ET
  • Lessons learned from the pandemic and the current cancer landscape
  • Evolution of cancer and its impact in the workplace
  • Ensuring timely access to novel treatments and “moving at the speed of cancer”
Category: Health & Wellness
Gerald Batist, MDCM, C.M., C.Q., FRCP(C), FACP, FCAHS
Speaker
Gerald Batist, MDCM, C.M., C.Q., FRCP(C), FACP, FCAHS
Director, Segal Cancer Centre; Chief, Department of Oncology, Sir Mortimer B. Davis-Jewish General Hospital
Director, McGill Centre for Translational Research in Cancer
2:30-3:30 p.m. ET
Drug Management—Striking the Right Balance Between Member Access and Plan Sustainability
2:30-3:30 p.m. ET
For most plans, drug spend accounts for the majority of total claim spend (~75%). High-cost targeted specialty medications, among others, for the treatment of both rarer and more common health conditions are continuing to drive this trend. This session will focus on:
  • Access to medications, including high-cost specialty drugs
  • Formulary management and drug plan design features that can improve plan sustainability
  • Approaches to help plan sponsors achieve greater therapeutic and financial value for their plans while supporting member access to quality care.
Category: Health & Wellness
Marie-Helene Dugal
Speaker
Marie-Helene Dugal
Manager, Pharmacy Benefit Strategy
Medavie Blue Cross
2:30-3:30 p.m. ET
Fiduciary Wellness and Resilience
2:30-3:30 p.m. ET
In this session, you will learn:
  • The theory of compassion fatigue and the “cost of caring” in the financial services sector
  • The benefits of creating protected space to meaningfully reflect on your personal and professional well-being
  • Introductory mindfulness skills and practices to support you and your members moving forward.
Category: General Topics
Ari Kaplan, LL.B., LL.M., Q.Med
Speaker
Ari Kaplan, LL.B., LL.M., Q.Med
Principal
Kaplan Law
2:30-3:30 p.m. ET
How to Help Members Access and Appreciate the Value Offered Through Their Benefits
2:30-3:30 p.m. ET
In this session, we will help plan members within multi-employer plans access and appreciate their benefits by reviewing the following service challenges and leveraging the latest best practices:
  • Managing the enrollment process, including incomplete forms
  • Delinquent and self-payment issues affecting plan member benefits
  • Educating plan members on their benefits plan.
Category: Communication
Michael Lee-Flynn
Speaker
Michael Lee-Flynn
Director, Benefits Administration
TELUS Health (Canada) Ltd.
2:30-3:30 p.m. ET
Ignorance Was Bliss
2:30-3:30 p.m. ET
In good times and with cheap money, it’s easy to feel good about your finances; however, the current economic environment is leading to higher financial stress for many Canadians. This session will:
  • Look at how Canadians are doing financially amidst high inflation and interest rates
  • Discuss what plan sponsors can do to support their members and help reduce their financial stress
  • Examine how workplace financial wellness programs can create win-win scenarios that benefit both plan members and plan sponsors.
Category: Pension
Roland Chiwetelu, CFP
Speaker
Roland Chiwetelu, CFP
Associate Director, Financial Wellness
Eckler Ltd.
2:30-3:30 p.m. ET
Infrastructure Investing in a Fractured World
2:30-3:30 p.m. ET
This session is an examination of the impact and resiliency of infrastructure investments amidst an ever-changing economic environment as well as how infrastructure can provide stability in balanced portfolios. This session will cover:
  • Emerging trends and future outlook for infrastructure investing
  • Macroeconomic conditions driving infrastructure opportunities
  • Infrastructure investment case study
  • Benefits of infrastructure investing in balanced portfolios.
Category: Investments
Carl Elia, M.B.A., CFA
Speaker
Carl Elia, M.B.A., CFA
Vice President and Director, Infrastructure Investments
TD Asset Management
2:30-3:30 p.m. ET
Legal/Legislative Update—Central Canada
2:30-3:30 p.m. ET
This update provides an overview of proposed and recently passed legislation and regulations as well as court decisions affecting pension and health and welfare benefit plans specific to Central Canada.
Category: Legal/Legislative Update
Mark Zigler
Speaker
Mark Zigler
Senior Partner
Koskie Minsky LLP
2:30-3:30 p.m. ET
Perspectives on Asia
2:30-3:30 p.m. ET

In this session, we will cover:

  • The most important issues in Asia today and how they impact the world
  • Major secular trends
  • Key risks.
Category: Investments
Mark Lin, M.B.A., CFA
Speaker
Mark Lin, M.B.A., CFA
Founder and Chief Executive Officer
Alpha-Lab Asset Management Inc.
2:30-3:30 p.m. ET
Running Your Board and Committee Meetings Effectively
2:30-3:30 p.m. ET
  • Preparation—Agenda and meeting materials
  • Role of the chair—Facilitating reporting and decision making
  • Documentation and record retention
  • Self-assessment—Measuring your effectiveness
Category: Governance
Bob Romphf
Co-Speaker
Bob Romphf
Trustee
Manitoba Nurses Union
Mike F. Neheli
Panel Facilitator
Mike F. Neheli
President
Manion Wilkins & Associates Ltd.
2:30-3:30 p.m. ET
Understanding the Outsourced Chief Investment Officer (OCIO) Model
2:30-3:30 p.m. ET
An ever-increasing number of pension plans are considering the use of an OCIO investment model, but what exactly is an OCIO? How can this investment model potentially help trustees? And is it the right path for your pension plan? In this session, we will explore:
  • The Canadian OCIO landscape
  • OCIO provider selection considerations
  • Navigating oversight duties and conflicts of interest
  • Tailoring your OCIO relationship to ensure you do not get stuck in a one-size-fits-all approach.
Category: Investments
Andrew T. Kitchen, CFA, FCIA, FIA
Speaker
Andrew T. Kitchen, CFA, FCIA, FIA
Head of Delegated Solutions
Mercer
3:45-4:45 p.m. ET
Advances in Performance Monitoring and Benchmarking
3:45-4:45 p.m. ET

This practical session will explore the higher profile and greater importance of portfolio monitoring and benchmarking in institutional portfolio management, including:

  • Advances in portfolio management and the role of performance monitoring in the investment control cycle
  • Practical uses of asset performance benchmarks (e.g., evaluating performance, setting discount rates)
  • How to separate good information from “noise” when updating your investment policy or changing managers.
Category: Investments
Peter C. Hayes, FCIA, FSA
Speaker
Peter C. Hayes, FCIA, FSA
Co-Chair, Board of Trustees
UPEI Jointly Sponsored Pension Plan
3:45-4:45 p.m. ET
Building Partnerships and Trust—Addressing the Skilled Trades Crisis and the Goals of Reconciliation
3:45-4:45 p.m. ET
The historic underrepresentation of Indigenous peoples in the skilled trades requires new strategies to ensure access and success and ultimately further the goals of economic reconciliation. The main considerations leading this conversation include:
  • Lessons learned to ensure meaningful participation of Indigenous workers in the skilled trades
  • Effectively building partnerships and trust to collaboratively address the skilled trades shortage and economic reconciliation
  • How can employment and skills training programs adapt to be more accessible and ultimately be more successful in training Indigenous workers?
Category: Training and Education
Gabrielle Slowey, Ph.D.
Panel Facilitator
Gabrielle Slowey, Ph.D.
Associate Professor, Department of Politics
York University
Jim Jacobs
Panelist
Jim Jacobs
Indigenous Relations Coordinator
International Union of Operating Engineers Local 793
Kevin Deer
Panelist
Kevin Deer
Indigenous Elder
Kris Mullaly, PMP
Panelist
Kris Mullaly, PMP
Project Manager, Inuit Training Initiatives
Qikiqtani Inuit Association
Michelle Francis-Denny, M.B.A.
Panelist
Michelle Francis-Denny, M.B.A.
Indigenous Relations Manager
Bird Construction
3:45-4:45 p.m. ET
Constructing Resilient Portfolios With Private Investments
3:45-4:45 p.m. ET

We examine how private assets have historically fared in challenging environments and their critical role in portfolio construction, including:

  • Private markets resilience
  • Does the investment thesis hold up?
  • Practical implications for investors.
Category: Investments
Caroline Grandoit, CERA, CFA, FSA
Speaker
Caroline Grandoit, CERA, CFA, FSA
Global Head of Total Portfolio Solutions
Fiera Capital
3:45-4:45 p.m. ET
Investments 101
3:45-4:45 p.m. ET

This session will discuss:

  • Asset classes
  • Interest rates and the impact on bonds
  • Risk-and-return concepts.
Category: Investments
Tyler C. Smith, FCIA, FSA
Speaker
Tyler C. Smith, FCIA, FSA
Senior Institutional Client Manager
Fiera Capital
3:45-4:45 p.m. ET
Leading Governance, Risk Management and Communication Practices of DB MEPPs in Ontario
3:45-4:45 p.m. ET
In 2020, FSRA conducted a thematic review of DB MEPPs under its supervision, leading to the publication in 2021 of leading practices guidance covering governance, risk management and communications activities. Hear the latest updates from FSRA regarding:
  • A benchmarking exercise over the last two years with all DB MEPPs in Ontario
  • Current vs. leading practices
  • Aggregated, sector-level insights.
Category: Pension
Paul Martiniello, I.M.B.A., CIM
Speaker
Paul Martiniello, I.M.B.A., CIM
Director, Relationship Management and Regulatory Effectiveness
Financial Services Regulatory Authority (FSRA)
3:45-4:45 p.m. ET
Learning From Canadians’ Views on Retirement Security
3:45-4:45 p.m. ET
This panel will discuss the use of research and how pension plans can use findings to inform organizational strategies. The panel features experts from two leading Canadian research firms and a large public sector plan who will discuss highlights from recent polling on retirement security followed by a discussion on what plans can take away from these results. The session will cover:
  • The importance of market research
  • Highlights from the 2023 Canadian Retirement Survey
  • Highlights from the 2023 Canadian Employer Pension Survey.
Category: Public Plans
Daniel Oettl
Panel Facilitator
Daniel Oettl
Associate Director, Pension and Market Research
Healthcare of Ontario Pension Plan (HOOPP)
David Coletto, Ph.D.
Panelist
David Coletto, Ph.D.
Chief Executive Officer and Founder
Abacus Data
Demetre Eliopoulos
Panelist
Demetre Eliopoulos
Senior Vice President and Managing Director, Research Services
Angus Reid Group
3:45-4:45 p.m. ET
Legal/Legislative Update—Western Canada
3:45-4:45 p.m. ET
This update provides an overview of proposed and recently passed legislation and regulations as well as court decisions affecting pension and health and welfare benefit plans specific to Western Canada.
Category: Legal/Legislative Update
Lisa C. Chamzuk
Speaker
Lisa C. Chamzuk
Partner
Lawson Lundell LLP
3:45-4:45 p.m. ET
New Workforce, New Retirement—Holistic Retirement Planning Solutions
3:45-4:45 p.m. ET
In this session, we will explore how the needs and desires of preretirees are evolving and how this evolution intersects with the novel ways organizations can address talent shortages and challenges related to knowledge retention. Together, we will:
  • Identify opportunities and barriers to creating programs that enable organizations to retain the valuable wisdom and experience preretirees hold while meeting plan members’ needs
  • Discover and illuminate new ways to engage members and beneficiaries
  • Explore retirement innovations that inspire us to build win-win work experiences.
Category: Pension
Kyra Jones, Ph.D.
Co-Speaker
Kyra Jones, Ph.D.
Chief Design Officer
Adapt with Intent, Inc.
Simon Chan, M.B.A., CFP, CPRC
Co-Speaker
Simon Chan, M.B.A., CFP, CPRC
Founder and Chief Executive Officer
Adapt with Intent, Inc.
3:45-4:45 p.m. ET
Well-Being Intelligence—Using Wellness Competencies to Promote Good Mental Health at Work
3:45-4:45 p.m. ET
Wellness competency coaching is a powerful strategy to build the well-being intelligence necessary to promote good mental health at work. Using a proven wellness competency-building framework, you will learn how to:
  • Engage employees
  • Foster psychological safety
  • Promote a culture of well-being that benefits everyone in your organization.
Category: Health & Wellness
Joyce Odidison, M.A., CTDP, MCC
Speaker
Joyce Odidison, M.A., CTDP, MCC
President and Chief Executive Officer, Interpersonal Wellness Services Inc.
Founder, Global Workplace Wellness Summit
Tuesday September 12, 2023
8:00-9:00 a.m. ET
Implementing Science Fiction
8:00-9:00 a.m. ET

Many of the disruptive technologies we take for granted today were completely nonexistent not long ago. A prolific inventor and hacker, Holman built some of the most unique technologies in health care and cybersecurity. His ability to demystify and distill complex technology into practical tools helps humans thrive. Opportunities abound for innovators—Learn more about the potential they bring to the world.

Category: Keynote
Pablos Holman
Speaker
Pablos Holman
Hacker, Inventor and Technology Futurist
8:00-9:00 a.m. ET
Mettre en œuvre la science-fiction
8:00-9:00 a.m. ET

Bon nombre des technologies perturbatrices que nous tenons pour acquises aujourd’hui n’existaient pas du tout il y a peu. Inventeur prolifique et pirate informatique, Pablos Holman a mis au point certaines des technologies les plus uniques dans le domaine des soins de santé et de la cybersécurité. Sa capacité à démystifier et à distiller des technologies complexes en outils pratiques aide les humains à prospérer. Les occasions ne manquent pas pour les innovateurs. Apprenez-en plus sur le potentiel qu’ils apportent au monde.

Category: French
Pablos Holman
Conférencier
Pablos Holman
Hacker, inventeur et prospectiviste technologique
9:15-10:15 a.m. ET
The Collaborative Economy—Much More Than Uber and Airbnb
9:15-10:15 a.m. ET

The collaborative (or sharing) economy is not a fad but an irreversible societal phenomenon. It impacts (or will impact) all spheres of activity: social, economic and political. It transforms the way markets work, relations between individuals, employment status, tax policy and the very role of government at all levels. Employers and unions will reconsider operations, competition and business models.

The barriers we face are no longer technological but cultural and institutional. Imagine a world that is more productive, sustainable and entrepreneurial. The world of tomorrow will belong to those who conceive a new framework that enables both protection and prosperity.

Category: General Topics
Guillaume Lavoie, M.P.A.
Speaker
Guillaume Lavoie, M.P.A.
Senior Fellow
C.D. Howe Institute
10:30-11:30 a.m. ET
Relieving Work-Related Stress With Humour
10:30-11:30 a.m. ET

Stress is a major cause of most illnesses, and humour is an amazing way to relieve it—especially now. Harvard studies show that when you are stressed, your brain shrinks. However, when you laugh, you relax; and when you relax, you learn. This inspirational session explores seven stress-relieving ingredients during these challenging times—a positive attitude, perseverance, forgiveness, teamwork (how to deal with people who aren’t “as perfect as us”), family and friends, healthy mental activity and healthy physical activity. This session will cover:

  • How to cope with information overload
  • How to appreciate the incredible medical benefits of humour
  • Dealing with difficult people
  • Discovering how happiness is a mindset
  • How to increase your chances of surviving a heart attack by five times and increase your lifespan and quality of life by laughing
  • Increasing your brain’s reasoning and decision making
  • Learning the surprising key to motivation and the most important gift you can give your child.
Category: General Topics
Judy Croon
Speaker
Judy Croon
Canada's Keynote Humourist
1:00-2:00 p.m. ET
Accessing Alternative Asset Investments—A Big Opportunity for Pension Plans Large and Small
1:00-2:00 p.m. ET
This panel discussion will include an overview of the investment risks, governance and legal considerations for domestic and foreign alternative asset investments and will be supplemented with one or more case studies. You will learn:
  • Implementation options to participate in fund and coinvestment opportunities
  • Steps trustees can take to address fiduciary risks associated with this asset class
  • How trustees of smaller plans lacking exposure to private markets can benefit from allocations to alternative asset investments.
Category: Investments
Andrew Cogan, M.B.A.
Panelist
Andrew Cogan, M.B.A.
Managing Director and Portfolio Manager of Fengate Asset Management
Fengate Asset Management
Angela D. Austman, LL.B.
Panelist
Angela D. Austman, LL.B.
Partner
Lawson Lundell LLP
Brendan D. George, CFA, FCIA, FIA, FSA
Panelist
Brendan D. George, CFA, FCIA, FIA, FSA
Partner
George & Bell Consulting Inc.
George P. Dzuro, J.D.
Panel Facilitator
George P. Dzuro, J.D.
Partner
Koskie Minsky LLP
1:00-2:00 p.m. ET
Blueprint to the Ideal Pension Plan
1:00-2:00 p.m. ET
What have pension plans learned from the past, and what trends are we seeing today? Most importantly, how is this knowledge being factored in so that plans will be sustainable long into the future? In this interactive session, we will discuss:
  • Various moving parts of a pension plan and how to balance them
  • Plan provision pros and cons as well as industry trends
  • Possible plan designs and associated financial implications for the future.
Category: Pension
Nisha Singh, FCIA, FSA
Speaker
Nisha Singh, FCIA, FSA
Senior Consultant
PBI Actuarial Consultants Ltd.
1:00-2:00 p.m. ET
How to Help Members Access and Appreciate the Value Offered Through Their Benefits
1:00-2:00 p.m. ET
In this session, we will help plan members within multi-employer plans access and appreciate their benefits by reviewing the following service challenges and leveraging the latest best practices:
  • Managing the enrollment process, including incomplete forms
  • Delinquent and self-payment issues affecting plan member benefits
  • Educating plan members on their benefits plan.
Category: Communication
Michael Lee-Flynn
Speaker
Michael Lee-Flynn
Director, Benefits Administration
TELUS Health (Canada) Ltd.
1:00-2:00 p.m. ET
How to Manage Your Service Providers
1:00-2:00 p.m. ET
This session will highlight a soup-to-nuts case study, illustrating the steps involved in managing service providers. Topics include:
  • Developing an RFP
  • The role of trustees throughout the process
  • Scorecards and other monitoring tools.
Category: Governance
Jim Vlahos
Panelist
Jim Vlahos
Executive Director
The General Contractors’ Association of Toronto
Kiersten N. Amos
Panelist
Kiersten N. Amos
Counsel
McInnes Cooper
Lisa M. Watt, CEBS, ISCEBS-Fellow
Panel Facilitator
Lisa M. Watt, CEBS, ISCEBS-Fellow
Partner and Account Executive
Manion Wilkins & Associates Ltd.
1:00-2:00 p.m. ET
In the Shadows of Mental Health—Absenteeism and Presenteeism
1:00-2:00 p.m. ET

Though presenteeism costs three times as much as absenteeism, managers still don’t know much about it. And for good reason! It’s hard to quantify, and data is hard to come by. A recent study provides new insights into the complex relationship between absenteeism, presenteeism and mental health. This session will enable participants to:

  • Analyze the latest trends in workplace attendance in Canada and see how the pandemic affected employee behaviour
  • Explore the main causes of absenteeism and presenteeism
  • Find concrete solutions to prevent absenteeism and presenteeism from negatively impacting employers already dealing with a labour shortage.
Category: Health & Wellness
William Lindsay
Speaker
William Lindsay
Senior Disability Management Advisor
Desjardins Insurance
1:00-2:00 p.m. ET
Moving From ESG Integration to Sustainable Outcomes
1:00-2:00 p.m. ET
The UN Principles for Responsible Investment (UNPRI) has pushed signatories to drive beyond just integrating E, S or G factors into their investment processes that have a material impact on risk and return to also consider sustainability outcomes. This is often confused with impact investing, and pension plans find themselves with questions regarding where their limits are when considering their fiduciary duties. This session will explore the limits of sustainability outcomes vs. impact investing. What are the differences, and how do plan sponsors navigate these market dynamics?
Category: Investments
Catherine Isabelle, LL.B.
Co-Speaker
Catherine Isabelle, LL.B.
Senior Director, ESG Asset Management, Sustainability and Climate Innovation
PSP Investments
Milla Craig, SIPC
Co-Speaker
Milla Craig, SIPC
President and Chief Executive Officer
Millani Inc.
1:00-2:00 p.m. ET
Neurodiversity in the Workplace
1:00-2:00 p.m. ET
An issue of increasing visibility is the need to accommodate neurodivergent employees. In this panel, we hope to break down the key issues by answering the following questions:
  • What is neurodiversity?
  • How does neurodiverse talent recruitment and retention fit within employers’ overall inclusion programs?
  • What is universal design, and how can it be used to better support neurodivergent employees?
Category: Health & Wellness
Jane Hutchison, Ph.D.
Panelist
Jane Hutchison, Ph.D.
Senior Research Associate, Education and Skills
The Conference Board of Canada
Simon Margolis, J.D.
Panelist
Simon Margolis, J.D.
Knowledge Management Lawyer
Borden Ladner Gervais LLP
Wanda K. Deschamps, M.A.
Panelist
Wanda K. Deschamps, M.A.
Founder and Principal
Liberty Co
1:00-2:00 p.m. ET
The World Is Your Oyster—Trustee Education and Resources
1:00-2:00 p.m. ET
As a trustee, you must keep up to date on legislative developments and trends. Gain an understanding of the value of trustee education in key knowledge areas. Learn how the International Foundation’s programs can support you on your educational path, and explore Foundation resources, including topic web pages, customized research, survey results and curated news.
Category: General Topics
Bob Romphf
Panel Facilitator
Bob Romphf
Trustee
Manitoba Nurses Union
Bryan W. Zoran, CEBS
Panelist
Bryan W. Zoran, CEBS
Director, Educational Programs—Canada
International Foundation of Employee Benefit Plans
Julie M. Stich, CEBS
Panelist
Julie M. Stich, CEBS
Vice President, Content
International Foundation of Employee Benefit Plans
1:00-2:00 p.m. ET
Understanding Commercial Mortgages
1:00-2:00 p.m. ET

In a rising rate environment, what benefits have commercial mortgage investors experienced, and how has risk been mitigated through underwriting? The following topic points will be covered to help trustees better understand commercial mortgages:

  • Fundamentals of commercial mortgage investments
  • Assessing risk
  • Pricing risk (fixed vs. floating rates)
  • Examples of commercial mortgage investments and the underwriting standards that are appropriate for institutional investors.
Category: Investments
Lezlie D. Mintz, M.B.A.
Speaker
Lezlie D. Mintz, M.B.A.
Senior Vice President, Business Development
ACM Advisors Ltd.
1:00-2:00 p.m. ET
Women in Trades
1:00-2:00 p.m. ET
Apprenticeship registrations for women in Canada are on the rise. How do we support this trend and improve retention efforts? This session will discuss:
  • Barriers to entry into the industry
  • Successful plans and programs
  • How pension and benefit programs can help.
Category: Training and Education
j
Speaker
j'Amey Bevan, M.A., RSE
Director of National Training
Boilermakers' National Training Trust Fund
2:15-3:15 p.m. ET
Cyber Claims Management
2:15-3:15 p.m. ET
Identify and prevent common deadly sins committed before and after a cyberattack:
  • Evaluate some of the procedures that should be in place for cyberattack preparedness
  • Common mistakes that organizations make during a cyberincident and after one is discovered
  • The importance of complying with insurance policy reporting requirements and other key provisions that might lead to coverage disputes.
Category: Administration
Othmann Layati, LL.M.
Speaker
Othmann Layati, LL.M.
Vice President, National Financial Lines Technical Lead, Claims
Aon
2:15-3:15 p.m. ET
Finding Opportunity in Private Equity and Credit Markets in 2023 and Beyond
2:15-3:15 p.m. ET
  • The role of private assets in a pension trust fund portfolio
  • Uncovering pockets of opportunity in private equity investments, including buyouts, secondaries and coinvestments
  • Understanding the benefits of lending money to private companies
  • Private asset performance during periods of inflation and higher interest rates
Category: Investments
Robert P. Morgan, M.B.A.
Speaker
Robert P. Morgan, M.B.A.
Executive Vice President and Managing Director
50 South Capital
2:15-3:15 p.m. ET
Investment Policy Constraints
2:15-3:15 p.m. ET
Some asset categories are not liquid and cannot be rebalanced easily to comply with investment policy constraints.
  • Should our investment policies be brought up to date?
  • Could we use new ways to measure asset values?
  • Could illiquid assets be treated differently?
  • Category: Governance
    Mario Lavallee, Ph.D., CFA
    Speaker
    Mario Lavallee, Ph.D., CFA
    Professor of Finance
    University of Sherbrooke
    2:15-3:15 p.m. ET
    Lessons From a Nonprofit Public Sector Pension Plan on Innovating Pensions for the Private Sector
    2:15-3:15 p.m. ET
    With representatives of both plan members and employers at the helm, driving strategy to improve outcomes, the CAAT Pension Plan diversifies membership beyond Ontario colleges to the private sector across Canada. Attendees will learn:
    • How joint governance leads to a culture of innovation
    • How member and employer needs drive constant evolution from a one-size-fits-all approach to accommodate a wide variety of CAP arrangements
    • Lessons from a modern DB pension plan on evolving Canada’s pension landscape and becoming one of the fastest growing pension plans.
    Category: Public Plans
    Andrew Whale, CFA, FCIA, FSA
    Speaker
    Andrew Whale, CFA, FCIA, FSA
    Vice President, Strategic Risk Management
    CAAT Pension Plan
    2:15-3:15 p.m. ET
    Rise in Interest Rates and Inflation—Should I Review My Group Benefits?
    2:15-3:15 p.m. ET

    Inflation and interest rate hikes are affecting everyone. Is it time to review your group benefits? Explore this topic from several angles:

    • Group benefits
    • Employer's perspective
    • Employee experience.
    Category: Health & Wellness
    Louis-Philippe Corbeil Girard, M.Sc.
    Speaker
    Louis-Philippe Corbeil Girard, M.Sc.
    Advisor, Group Insurance and Annuity Plans
    Gestion Tim Cummings, Inc.
    2:15-3:15 p.m. ET
    The Evolution of Disability Management
    2:15-3:15 p.m. ET

    Gain new approaches to minimizing plan member absence and understand the value of being a supportive guide for plan members as they navigate governmental programs and the somewhat confusing medical system. Learn new tools and opportunities to reduce claim duration along with the resulting costs and labour shortages associated with absence due to member disabilities.

    Category: Health & Wellness
    Julie Holden, CPHSA
    Speaker
    Julie Holden, CPHSA
    President
    Carelogix Health Solutions Inc.
    2:15-3:15 p.m. ET
    The Great Canadian Labour Crunch—How to Adapt to the Situation
    2:15-3:15 p.m. ET
    After being severely shaken by the pandemic, the labour market has recovered quickly—But this has brought its share of labour management challenges for businesses. In this session, you will learn:
    • Current labour market trends
    • Implications for the future
    • How to adapt to these major issues.
    Category: General Topics
    Jovanka Charbonneau, M.Sc.
    Speaker
    Jovanka Charbonneau, M.Sc.
    Senior Economist
    BDC (Canada's Business Development Bank)
    2:15-3:15 p.m. ET
    The Rise of Relatable DC Plans
    2:15-3:15 p.m. ET
    The Canadian defined contribution (DC) landscape continues to evolve and present its own unique challenges and governance risks. Plan sponsors are getting ready for the release of revised Capital Accumulation Plan (CAP) Guidelines and regulatory changes as well as new retirement income investment strategies and products. In tandem, employees are struggling with financial concerns and inflation. In this session, we will:
    • Review the latest DC plan design trends
    • Identify ways to reinvent your DC plan for value, flexibility and sustainability
    • Explore fiduciary responsibilities related to education and support.
    Category: Investments
    Stephanie Mariamo
    Speaker
    Stephanie Mariamo
    Principal, Wealth Business
    Mercer
    2:15-3:15 p.m. ET
    Treating Members Fairly in the Midst of Shifting Demographics
    2:15-3:15 p.m. ET
    With the landscape that target benefit pension plans are currently navigating, ensuring that all generations of members are treated fairly—and no group ends up subsidizing another—is more challenging than ever. This session will educate trustees on:
    • Key causes of intergenerational inequity
    • What happens if the causes aren’t addressed
    • Steps plans can take to stay on track.
    Category: Pension
    Jeff Bradley, FCIA, FSA
    Speaker
    Jeff Bradley, FCIA, FSA
    Principal
    Eckler Ltd.
    3:30-4:30 p.m. ET
    Accessing Alternative Asset Investments—A Big Opportunity for Pension Plans Large and Small
    3:30-4:30 p.m. ET
    This panel discussion will include an overview of the investment risks, governance and legal considerations for domestic and foreign alternative asset investments and will be supplemented with one or more case studies. You will learn:
    • Implementation options to participate in fund and coinvestment opportunities
    • Steps trustees can take to address fiduciary risks associated with this asset class
    • How trustees of smaller plans lacking exposure to private markets can benefit from allocations to alternative asset investments.
    Category: Investments
    Andrew Cogan, M.B.A.
    Panelist
    Andrew Cogan, M.B.A.
    Managing Director and Portfolio Manager of Fengate Asset Management
    Fengate Asset Management
    Angela D. Austman, LL.B.
    Panelist
    Angela D. Austman, LL.B.
    Partner
    Lawson Lundell LLP
    Brendan D. George, CFA, FCIA, FIA, FSA
    Panelist
    Brendan D. George, CFA, FCIA, FIA, FSA
    Partner
    George & Bell Consulting Inc.
    George P. Dzuro, J.D.
    Panel Facilitator
    George P. Dzuro, J.D.
    Partner
    Koskie Minsky LLP
    3:30-4:30 p.m. ET
    How to Manage Your Service Providers
    3:30-4:30 p.m. ET
    This session will highlight a soup-to-nuts case study, illustrating the steps involved in managing service providers. Topics include:
    • Developing an RFP
    • The role of trustees throughout the process
    • Scorecards and other monitoring tools.
    Category: Governance
    Jim Vlahos
    Panelist
    Jim Vlahos
    Executive Director
    The General Contractors’ Association of Toronto
    Kiersten N. Amos
    Panelist
    Kiersten N. Amos
    Counsel
    McInnes Cooper
    Lisa M. Watt, CEBS, ISCEBS-Fellow
    Panel Facilitator
    Lisa M. Watt, CEBS, ISCEBS-Fellow
    Partner and Account Executive
    Manion Wilkins & Associates Ltd.
    3:30-4:30 p.m. ET
    Neurodiversity in the Workplace
    3:30-4:30 p.m. ET
    An issue of increasing visibility is the need to accommodate neurodivergent employees. In this panel, we hope to break down the key issues by answering the following questions:
    • What is neurodiversity?
    • How does neurodiverse talent recruitment and retention fit within employers’ overall inclusion programs?
    • What is universal design, and how can it be used to better support neurodivergent employees?
    Category: Health & Wellness
    Jane Hutchison, Ph.D.
    Panelist
    Jane Hutchison, Ph.D.
    Senior Research Associate, Education and Skills
    The Conference Board of Canada
    Simon Margolis, J.D.
    Panelist
    Simon Margolis, J.D.
    Knowledge Management Lawyer
    Borden Ladner Gervais LLP
    Wanda K. Deschamps, M.A.
    Panelist
    Wanda K. Deschamps, M.A.
    Founder and Principal
    Liberty Co
    3:30-4:30 p.m. ET
    Not Seeing the Forest for the Trees—How to Avoid Going Down the Wrong Path to Achieve Your Objectives
    3:30-4:30 p.m. ET
    Formal processes are key for good governance and investment success but can sometimes lead to doing things one way while missing out on superior paths to success. This session will discuss how to avoid process pitfalls and help see the forest—and not just the trees—by investigating how:
    • Committees can focus too much on recent performance of the underlying investment strategies despite asset mix having the biggest impact on the risk and return profile
    • The role of active management can influence asset-mix selection
    • The payoff for picking the right asset class vs. the right investment manager can impact success.
    Category: Investments
    Peter Muldowney
    Speaker
    Peter Muldowney
    Senior Vice President, Head of Institutional & Multi-Asset Strategy
    Connor, Clark & Lunn Financial Group
    3:30-4:30 p.m. ET
    The Importance of Records Management
    3:30-4:30 p.m. ET

    This session will cover:

    • Why you should have a policy
    • What are the applicable rules?
    • The trend toward eforms and what that might entail.
    Category: Communication
    Sonia Massicotte, LL.B.
    Speaker
    Sonia Massicotte, LL.B.
    Legal Consultant
    PBI Actuarial Consultants Ltd.
    3:30-4:30 p.m. ET
    There's No Health Without Mental Health—A Strategy Encouraging Employee Proactivity in Increasing Motivation and Job Satisfaction
    3:30-4:30 p.m. ET
    • Understand the impact of mental health that workers experience on professional development, career paths and organizations.
    • Recognize the cognitive and psychological factors that influence motivation and job satisfaction.
    • Identify strategies to address shared responsibility for employee motivation at work.
    Category: Health & Wellness
    Etienne P. Crevier, M.Sc.
    Speaker
    Etienne P. Crevier, M.Sc.
    Head of Business Development and Partnership
    MoCA Cognition
    3:30-4:30 p.m. ET
    Treating Members Fairly in the Midst of Shifting Demographics
    3:30-4:30 p.m. ET
    With the landscape that target benefit pension plans are currently navigating, ensuring that all generations of members are treated fairly—and no group ends up subsidizing another—is more challenging than ever. This session will educate trustees on:
    • Key causes of intergenerational inequity
    • What happens if the causes aren’t addressed
    • Steps plans can take to stay on track.
    Category: Pension
    Jeff Bradley, FCIA, FSA
    Speaker
    Jeff Bradley, FCIA, FSA
    Principal
    Eckler Ltd.
    3:30-4:30 p.m. ET
    Trustees Bear Pit
    3:30-4:30 p.m. ET
    This facilitated open forum allows trustees to discuss issues of importance to all trustees and the funds they represent.
    Category: General Topics
    Kevin P. Bryenton
    Panelist
    Kevin P. Bryenton
    Executive Director of Canadian Affairs
    Ironworkers International
    Marg Romanow, R.N., CEBS, MTMS, ICD.D, Q.Arb, Q.Med
    Panel Facilitator
    Marg Romanow, R.N., CEBS, MTMS, ICD.D, Q.Arb, Q.Med
    Pension Board Trustee on two Jointly Sponsored Pension Boards
    Richard Lyall, M.A., CAE, ICD.D
    Panelist
    Richard Lyall, M.A., CAE, ICD.D
    President
    RESCON Residential Construction Council of Ontario; President, Metropolitan Toronto Apartment Builders Association
    3:30-4:30 p.m. ET
    What Do Higher Interest Rates Mean for DB-Type Pension Plans?
    3:30-4:30 p.m. ET

    Despite what stakeholders may expect on the heels of a year of poor investment performance, 2022 was not a perfect storm for pension plans. Higher interest rates significantly lowered liabilities and costs. What does this mean for your plan and your plan members?

    Category: Pension
    Maurice Parent, FCIA, FSA
    Speaker
    Maurice Parent, FCIA, FSA
    President and Partner
    SAI Actuarial Services
    Wednesday September 13, 2023
    8:00-9:00 a.m. ET
    Drug Management—Striking the Right Balance Between Member Access and Plan Sustainability
    8:00-9:00 a.m. ET
    For most plans, drug spend accounts for the majority of total claim spend (~75%). High-cost targeted specialty medications, among others, for the treatment of both rarer and more common health conditions are continuing to drive this trend. This session will focus on:
    • Access to medications, including high-cost specialty drugs
    • Formulary management and drug plan design features that can improve plan sustainability
    • Approaches to help plan sponsors achieve greater therapeutic and financial value for their plans while supporting member access to quality care.
    Category: Health & Wellness
    Marie-Helene Dugal
    Speaker
    Marie-Helene Dugal
    Manager, Pharmacy Benefit Strategy
    Medavie Blue Cross
    8:00-9:00 a.m. ET
    In the Shadows of Mental Health—Absenteeism and Presenteeism
    8:00-9:00 a.m. ET

    Though presenteeism costs three times as much as absenteeism, managers still don’t know much about it. And for good reason! It’s hard to quantify, and data is hard to come by. A recent study provides new insights into the complex relationship between absenteeism, presenteeism and mental health. This session will enable participants to:

    • Analyze the latest trends in workplace attendance in Canada and see how the pandemic affected employee behaviour
    • Explore the main causes of absenteeism and presenteeism
    • Find concrete solutions to prevent absenteeism and presenteeism from negatively impacting employers already dealing with a labour shortage.
    Category: Health & Wellness
    William Lindsay
    Speaker
    William Lindsay
    Senior Disability Management Advisor
    Desjardins Insurance
    8:00-9:00 a.m. ET
    The Impact of Inflation on Bonds
    8:00-9:00 a.m. ET
    This session will examine how inflation is impacting the bond market, including:
    • Returns
    • Yields
    • Spreads
    • Issuance.
    Category: Investments
    Nicolas Desjardins, CFA
    Speaker
    Nicolas Desjardins, CFA
    Portfolio Manager
    Canso Investment Counsel Ltd.
    8:00-9:00 a.m. ET
    The Importance of Records Management
    8:00-9:00 a.m. ET

    This session will cover:

    • Why you should have a policy
    • What are the applicable rules?
    • The trend toward eforms and what that might entail.
    Category: Communication
    Sonia Massicotte, LL.B.
    Speaker
    Sonia Massicotte, LL.B.
    Legal Consultant
    PBI Actuarial Consultants Ltd.
    8:00-9:00 a.m. ET
    There's No Health Without Mental Health—A Strategy Encouraging Employee Proactivity in Increasing Motivation and Job Satisfaction
    8:00-9:00 a.m. ET
    • Understand the impact of mental health that workers experience on professional development, career paths and organizations.
    • Recognize the cognitive and psychological factors that influence motivation and job satisfaction.
    • Identify strategies to address shared responsibility for employee motivation at work.
    Category: Health & Wellness
    8:00-9:00 a.m. ET
    Understanding Commercial Mortgages
    8:00-9:00 a.m. ET

    In a rising rate environment, what benefits have commercial mortgage investors experienced, and how has risk been mitigated through underwriting? The following topic points will be covered to help trustees better understand commercial mortgages:

    • Fundamentals of commercial mortgage investments
    • Assessing risk
    • Pricing risk (fixed vs. floating rates)
    • Examples of commercial mortgage investments and the underwriting standards that are appropriate for institutional investors.
    Category: Investments
    Lezlie D. Mintz, M.B.A.
    Speaker
    Lezlie D. Mintz, M.B.A.
    Senior Vice President, Business Development
    ACM Advisors Ltd.
    8:00-9:00 a.m. ET
    Women in Trades
    8:00-9:00 a.m. ET
    Apprenticeship registrations for women in Canada are on the rise. How do we support this trend and improve retention efforts? This session will discuss:
    • Barriers to entry into the industry
    • Successful plans and programs
    • How pension and benefit programs can help.
    Category: Training and Education
    j
    Speaker
    j'Amey Bevan, M.A., RSE
    Director of National Training
    Boilermakers' National Training Trust Fund
    9:15-10:15 a.m. ET
    Blueprint to the Ideal Pension Plan
    9:15-10:15 a.m. ET
    What have pension plans learned from the past, and what trends are we seeing today? Most importantly, how is this knowledge being factored in so that plans will be sustainable long into the future? In this interactive session, we will discuss:
    • Various moving parts of a pension plan and how to balance them
    • Plan provision pros and cons as well as industry trends
    • Possible plan designs and associated financial implications for the future.
    Category: Pension
    Nisha Singh, FCIA, FSA
    Speaker
    Nisha Singh, FCIA, FSA
    Senior Consultant
    PBI Actuarial Consultants Ltd.
    9:15-10:15 a.m. ET
    Cyber Claims Management
    9:15-10:15 a.m. ET
    Identify and prevent common deadly sins committed before and after a cyberattack:
    • Evaluate some of the procedures that should be in place for cyberattack preparedness
    • Common mistakes that organizations make during a cyberincident and after one is discovered
    • The importance of complying with insurance policy reporting requirements and other key provisions that might lead to coverage disputes.
    Category: Administration
    Othmann Layati, LL.M.
    Speaker
    Othmann Layati, LL.M.
    Vice President, National Financial Lines Technical Lead, Claims
    Aon
    9:15-10:15 a.m. ET
    ESG Spotlight—Interconnections Between Climate Change and Human Capital Management
    9:15-10:15 a.m. ET

    Investors can get a better understanding of real economy environmental, social and governance (ESG) outcomes by focusing on links between “E” and “S” priorities as companies transition to a lower carbon economy. This session will cover:

    • A view into interconnections between climate change performance and human capital performance of companies
    • How human rights can act as a powerful driver of a “just transition”
    • A holistic view of climate change mitigation and resiliency—Emerging focus on biodiversity and nature preservation.
    Category: Investments
    Priti Shokeen, Ph.D., M.A.
    Speaker
    Priti Shokeen, Ph.D., M.A.
    Vice President and Director, Head of ESG Research and Engagement
    TD Asset Management
    9:15-10:15 a.m. ET
    Finding Opportunity in Private Equity and Credit Markets in 2023 and Beyond
    9:15-10:15 a.m. ET
    • The role of private assets in a pension trust fund portfolio
    • Uncovering pockets of opportunity in private equity investments, including buyouts, secondaries and coinvestments
    • Understanding the benefits of lending money to private companies
    • Private asset performance during periods of inflation and higher interest rates
    Category: Investments
    Robert P. Morgan, M.B.A.
    Speaker
    Robert P. Morgan, M.B.A.
    Executive Vice President and Managing Director
    50 South Capital
    9:15-10:15 a.m. ET
    Investment Policy Constraints
    9:15-10:15 a.m. ET
    Some asset categories are not liquid and cannot be rebalanced easily to comply with investment policy constraints.
  • Should our investment policies be brought up to date?
  • Could we use new ways to measure asset values?
  • Could illiquid assets be treated differently?
  • Category: Governance
    Mario Lavallee, Ph.D., CFA
    Speaker
    Mario Lavallee, Ph.D., CFA
    Professor of Finance
    University of Sherbrooke
    9:15-10:15 a.m. ET
    Lessons From a Nonprofit Public Sector Pension Plan on Innovating Pensions for the Private Sector
    9:15-10:15 a.m. ET
    With representatives of both plan members and employers at the helm, driving strategy to improve outcomes, the CAAT Pension Plan diversifies membership beyond Ontario colleges to the private sector across Canada. Attendees will learn:
    • How joint governance leads to a culture of innovation
    • How member and employer needs drive constant evolution from a one-size-fits-all approach to accommodate a wide variety of CAP arrangements
    • Lessons from a modern DB pension plan on evolving Canada’s pension landscape and becoming one of the fastest growing pension plans.
    Category: Public Plans
    Andrew Whale, CFA, FCIA, FSA
    Speaker
    Andrew Whale, CFA, FCIA, FSA
    Vice President, Strategic Risk Management
    CAAT Pension Plan
    9:15-10:15 a.m. ET
    The Evolution of Disability Management
    9:15-10:15 a.m. ET

    Gain new approaches to minimizing plan member absence and understand the value of being a supportive guide for plan members as they navigate governmental programs and the somewhat confusing medical system. Learn new tools and opportunities to reduce claim duration along with the resulting costs and labour shortages associated with absence due to member disabilities.

    Category: Health & Wellness
    Julie Holden, CPHSA
    Speaker
    Julie Holden, CPHSA
    President
    Carelogix Health Solutions Inc.
    9:15-10:15 a.m. ET
    Trustees Bear Pit
    9:15-10:15 a.m. ET
    This facilitated open forum allows trustees to discuss issues of importance to all trustees and the funds they represent.
    Category: General Topics
    Kevin P. Bryenton
    Panelist
    Kevin P. Bryenton
    Executive Director of Canadian Affairs
    Ironworkers International
    Marg Romanow, R.N., CEBS, MTMS, ICD.D, Q.Arb, Q.Med
    Panel Facilitator
    Marg Romanow, R.N., CEBS, MTMS, ICD.D, Q.Arb, Q.Med
    Pension Board Trustee on two Jointly Sponsored Pension Boards
    Richard Lyall, M.A., CAE, ICD.D
    Panelist
    Richard Lyall, M.A., CAE, ICD.D
    President
    RESCON Residential Construction Council of Ontario; President, Metropolitan Toronto Apartment Builders Association
    10:30-11:30 a.m. ET
    Le paysage politique en constante évolution
    10:30-11:30 a.m. ET

    Des questions importantes seront soulevées par la journaliste Chantal Hébert :

    • Jusqu’à présent, le Canada a été épargné par une vague de populisme à l’américaine, mais pour combien de temps ?
    • Les relations canado-américaines s’approchent-elles d’une nouvelle réinitialisation ?
    • Un aperçu des dernières tendances sur les fronts national et canado-américain, et de ce qu’elles laissent présager pour 2023-2024.
    Category: French
    Chantal Hébert, OC
    Conférencière
    Chantal Hébert, OC
    Chroniqueuse politique
    Toronto Star and L’Actualité
    10:30-11:30 a.m. ET
    The Ever-Shifting Political Landscape
    10:30-11:30 a.m. ET
    • Canada has so far been spared an American-style wave of populism, but for how long?
    • Is the Canada–U.S. relationship headed for another reset?
    • A look at the latest trends on the national and Canada–U.S. fronts and what they bode for 2023-2024
    Category: Keynote
    Chantal Hebert, OC
    Speaker
    Chantal Hebert, OC
    Political Columnist
    Toronto Star and L’Actualité

    Keynote Speakers

    All Speakers

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    Through 7/28/2023 C $2,035.00 C $2,365.00
    After 7/28/2023 C $2,335.00 C $2,665.00