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2023 Annual Canadian Employee Benefits Conference Session Schedule

56th Annual Canadian Employee Benefits Conference

Session Selection

Build Your Agenda Before You Arrive!

Make the most of your conference attendance by planning your schedule in advance. Your early session selection also helps us coordinate conference logistics, so we can ensure the best possible experience for attendees. Need help building your itinerary? Follow this guide.

Please note: Completing your session selection does not reserve you a spot in any presentation so be sure to arrive early for your must-attend sessions!

Log in and starting building your itinerary Download Your Itinerary [PDF]
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Sunday September 10, 2023
4:45-6:30 p.m. ET
Leadership éthique — Une approche humaniste
4:45-6:30 p.m. ET
Session: KNA-FR
Room: 517D
Difficulty: 
                                                                                All
Category: French

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.

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
Session: KNA-EN
Room: 517D
Difficulty: 
                                                                                All
Category: Keynote

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.

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
Session: KNB-EN
Room: 517D
Difficulty: 
                                                                                All
Category: Keynote

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!

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
Session: KNB-FR
Room: 517D
Difficulty: 
                                                                                All
Category: French

« 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 !

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
Session: MP01-EN
Room: 517D
Difficulty: 
                                                                                All
Category: General Topics

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
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
Session: MP01-FR
Room: 517D
Difficulty: 
                                                                                All
Category: French

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 ?
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
Session: MP02
Room: 517D
Difficulty: 
                                                                                All
Category: Legal/Legislative Update

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

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
10:45-11:45 a.m. ET
Perspectives asiatiques
10:45-11:45 a.m. ET
Session: FR01
Room: 524AB
Difficulty: 
                                                                                All
Category: French

Cette présentation porte sur :

  • les questions les plus importantes en Asie aujourd’hui, et leur impact sur le monde ;
  • les principales tendances séculaires ;
  • les principaux risques.
Mark Lin, M.B.A., CFA
Conférencier
Mark Lin, M.B.A., CFA
Fondateur et chef de la direction
Gestion d’Actif Alpha-Lab Inc.
1:15-2:15 p.m. ET
Basics in Financial Performance Benchmarking
1:15-2:15 p.m. ET
Session: 502
Room: 517D
Difficulty: 
                                                                                Basic
Category: Investments

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.
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
Session: 801-1
Room: 523
Difficulty: 
                                                                                Intermediate
Category: Training and Education
Repeated: Monday, September 11, 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?
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
Session: 507
Room: 520F
Difficulty: 
                                                                                Basic
Category: Investments
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.
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
Session: G01
Room: 520DE
Difficulty: 
                                                                                Intermediate
Category: General Topics
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!
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
Session: 102
Room: 518
Difficulty: 
                                                                                Basic
Category: Governance
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.
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
Impact de l’inflation sur les obligations
1:15-2:15 p.m. ET
Session: FR02
Room: 524AB
Difficulty: 
                                                                                All
Category: French

Cette session examinera l'incidence de l'inflation sur le marché obligataire, notamment :

  • rendements
  • taux effectifs
  • écarts
  • émission.
Nicolas Desjardins, CFA
Conférencier
Nicolas Desjardins, CFA
Gestionnaire de portefeuille
Canso Investment Counsel ltee.
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
Session: 301-1
Room: 520C
Difficulty: 
                                                                                Intermediate
Category: Pension
Repeated: Monday, September 11, 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.
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
Session: 901-1
Room: 520AB
Difficulty: 
                                                                                Intermediate
Category: Public Plans
Repeated: Monday, September 11, 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.
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
Session: 401
Room: 519
Difficulty: 
                                                                                Intermediate
Category: Legal/Legislative Update
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.
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
Session: 206
Room: 525
Difficulty: 
                                                                                Intermediate
Category: Health & Wellness
  • 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”
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
Session: 203-1
Room: 517D
Difficulty: 
                                                                                Intermediate
Category: Health & Wellness
Repeated: Wednesday, September 13, 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.
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
Session: G03
Room: 520F
Difficulty: 
                                                                                Basic
Category: General Topics
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.
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
Session: 701-1
Room: 518
Difficulty: 
                                                                                Basic
Category: Communication
Repeated: Tuesday, September 12, 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.
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
Session: 305
Room: 520DE
Difficulty: 
                                                                                Basic
Category: Pension
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.
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
Session: 508
Room: 519
Difficulty: 
                                                                                Intermediate
Category: Investments
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.
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
Session: 402
Room: 523
Difficulty: 
                                                                                Intermediate
Category: Legal/Legislative Update
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.
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
Session: 515
Room: 520C
Difficulty: 
                                                                                Basic
Category: Investments

In this session, we will cover:

  • The most important issues in Asia today and how they impact the world
  • Major secular trends
  • Key risks.
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
Qu’est-ce que les taux d’intérêt élevés signifient pour les régimes de type prestations déterminées ?
2:30-3:30 p.m. ET
Session: FR03
Room: 524AB
Difficulty: 
                                                                                All
Category: French

Contrairement à ce que les parties prenantes peuvent penser lorsqu’elles regardent la performance d’investissement, 2022 n’était pas une tempête parfaite pour les régimes de retraite.

Avec des taux d’intérêt élevés, viennent des passifs et des coûts plus bas. Explorez ce que cela signifie pour votre régime et vos participants.

Maurice Parent, FICA, FSA
Conférencier
Maurice Parent, FICA, FSA
Président et associé
Services actuariels SAI
2:30-3:30 p.m. ET
Running Your Board and Committee Meetings Effectively
2:30-3:30 p.m. ET
Session: 104
Room: 520AB
Difficulty: 
                                                                                Basic
Category: Governance
  • Preparation—Agenda and meeting materials
  • Role of the chair—Facilitating reporting and decision making
  • Documentation and record retention
  • Self-assessment—Measuring your effectiveness
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
Session: 504
Room: 525
Difficulty: 
                                                                                Basic
Category: Investments
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.
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
Session: 503
Room: 519
Difficulty: 
                                                                                Intermediate
Category: Investments

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.
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
Session: 801-2
Room: 525
Difficulty: 
                                                                                Intermediate
Category: Training and Education
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?
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
Session: 516
Room: 520F
Difficulty: 
                                                                                Advanced
Category: Investments

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.
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
Session: 501
Room: 520AB
Difficulty: 
                                                                                Basic
Category: Investments

This session will discuss:

  • Asset classes
  • Interest rates and the impact on bonds
  • Risk-and-return concepts.
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
Session: 301-2
Room: 523
Difficulty: 
                                                                                Intermediate
Category: Pension
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.
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
Session: 901-2
Room: 520C
Difficulty: 
                                                                                Intermediate
Category: Public Plans
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.
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
Session: 403
Room: 517D
Difficulty: 
                                                                                Intermediate
Category: Legal/Legislative Update
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.
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
Session: 306
Room: 520DE
Difficulty: 
                                                                                Basic
Category: Pension
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.
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
Repenser le cancer en milieu de travail : améliorer les résultats pour les patients et travailler à l’optimisation des soins
3:45-4:45 p.m. ET
Session: FR04
Room: 524AB
Difficulty: 
                                                                                All
Category: French

Cette présentation porte sur :

  • les leçons tirées de la pandémie et l’état actuel du traitement du cancer ;
  • l’évolution du cancer et son impact en milieu de travail ;
  • garantir un accès rapide aux nouveaux traitements et « avancer à la vitesse du cancer ».
Gerald Batist, MDCM, C.M., C.Q., FRCP(C), FACP, FCAHS
Conférencier
Gerald Batist, MDCM, C.M., C.Q., FRCP(C), FACP, FCAHS
Directeur, Centre de recherche translationnelle sur le cancer, Université McGill
Professeur, Département d’oncologie, Université McGill
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
Session: 202
Room: 518
Difficulty: 
                                                                                Basic
Category: Health & Wellness
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.
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
Session: KNC-EN
Room: 517D
Difficulty: 
                                                                                All
Category: Keynote

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.

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
Session: KNC-FR
Room: 517D
Difficulty: 
                                                                                All
Category: French

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.

Pablos Holman
Conférencier
Pablos Holman
Hacker, inventeur et prospectiviste technologique
9:15-10:15 a.m. ET
La grande pénurie de main-d’œuvre au Canada : comment s’adapter à la situation
9:15-10:15 a.m. ET
Session: FR05
Room: 524AB
Difficulty: 
                                                                                All
Category: French

Après avoir été fortement secoué par la pandémie, le marché du travail a repris rapidement, mais cela a apporté son lot de défis sur le plan de la gestion de la main-d’œuvre pour les entreprises. Joignez-vous à Charbonneau, économiste principale à la BDC, pour découvrir :

  • les tendances actuelles du marché du travail ;
  • leurs implications pour l’avenir ;
  • comment s’adapter à ces grands enjeux.
Jovanka Charbonneau, M.Sc.
Conférencière
Jovanka Charbonneau, M.Sc.
Économiste principale
BDC (Banque de développement du Canada)
9:15-10:15 a.m. ET
The Collaborative Economy—Much More Than Uber and Airbnb
9:15-10:15 a.m. ET
Session: MP03
Room: 517D
Difficulty: 
                                                                                All
Category: General Topics

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.

Guillaume Lavoie, M.P.A.
Speaker
Guillaume Lavoie, M.P.A.
Senior Fellow
C.D. Howe Institute
10:30-11:30 a.m. ET
Développements juridiques récents au Québec et au Fédéral : ce que les promoteurs et administrateurs de régimes de retraite devraient savoir
10:30-11:30 a.m. ET
Session: FR06
Room: 524AB
Difficulty: 
                                                                                All
Category: French

Nos trois invités (Tina Hobday, François Parent et Julien Ranger) et Sonia Massicotte (qui animera le panel) discuteront des développements juridiques récents qui ont été adoptés, ou qui sont en voie de l’être prochainement, au Québec et au Fédéral, tels que :

  • les aspects liés à la protection des renseignements personnels et la vie privée ;
  • le projet de loi C-228 ;
  • les lignes directrices de l’ACOR en matière de gestion des risques (Cyber risque et ESG) ;
  • d’autres sujets.
François Parent, LL.B.
Conférencier
François Parent, LL.B.
Associé
Aon
Julien Ranger, LL.B., LL.L.
Conférencier
Julien Ranger, LL.B., LL.L.
Associé, Régimes de retraite et avantages sociaux
Osler, Hoskin & Harcourt
Sonia Massicotte, LL.B.
Conférencière
Sonia Massicotte, LL.B.
Avocate et Conseillère
PBI Conseillers en actuariat
Tina Hobday, B.C.L., LL.B.
Conférencière
Tina Hobday, B.C.L., LL.B.
Associée
Langlois Avocats
10:30-11:30 a.m. ET
Relieving Work-Related Stress With Humour
10:30-11:30 a.m. ET
Session: MP04
Room: 517D
Difficulty: 
                                                                                All
Category: General Topics

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.
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
Session: 512-1
Room: 520DE
Difficulty: 
                                                                                Intermediate
Category: Investments
Repeated: Tuesday, September 12, 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.
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
Session: 303-1
Room: 520AB
Difficulty: 
                                                                                Basic
Category: Pension
Repeated: Wednesday, September 13, 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.
Nisha Singh, FCIA, FSA
Speaker
Nisha Singh, FCIA, FSA
Senior Consultant
PBI Actuarial Consultants Ltd.
1:00-2:00 p.m. ET
Construire des portefeuilles résilients grâce aux investissements privés
1:00-2:00 p.m. ET
Session: FR07
Room: 524AB
Difficulty: 
                                                                                All
Category: French

Nous examinons comment les actifs privés se sont historiquement comportés dans des environnements de marchés difficiles, et leur rôle critique dans la construction de portefeuilles. Notamment :

  • la résilience des marchés privés ;
  • la thèse de l’investissement (tient-elle toujours la route ?) ;
  • les implications pratiques pour les investisseurs.
Caroline Grandoit, CERA, CFA, FSA
Conférencière
Caroline Grandoit, CERA, CFA, FSA
Cheffe mondiale des solutions de portefeuilles
Corporation Fiera Capital
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
Session: 701-2
Room: 517D
Difficulty: 
                                                                                Basic
Category: Communication
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.
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
Session: 101-1
Room: 518
Difficulty: 
                                                                                Basic
Category: Governance
Repeated: Tuesday, September 12, 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.
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
Session: 208-1
Room: 522
Difficulty: 
                                                                                Intermediate
Category: Health & Wellness
Repeated: Wednesday, September 13, 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.
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
Session: 513
Room: 525
Difficulty: 
                                                                                Advanced
Category: Investments
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?
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
Session: 204-1
Room: 519
Difficulty: 
                                                                                Intermediate
Category: Health & Wellness
Repeated: Tuesday, September 12, 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?
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
Session: G04
Room: 523
Difficulty: 
                                                                                Basic
Category: General Topics
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.
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
Session: 510-1
Room: 520C
Difficulty: 
                                                                                Intermediate
Category: Investments
Repeated: Wednesday, September 13, 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.
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
Session: 802-1
Room: 520F
Difficulty: 
                                                                                Basic