Benefits And Pensions Monitor Event Summaries
Date: February 27, 2020
‘Developing an investment policy’ and ‘How to structure your portfolio into equities’ will be examined at Quebec CPBI session. Pierre Caron, president of Conseil Phialex, will cover, in a practical way, the various steps that are undertaken when developing an investment policy, the most important element of which is the target allocation. He will then discuss establishing an action plan. It takes place February 27 in Montreal, QC.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Québec/2020/02-27-Option-2-Atelier-Élaboration-d-une
Date: March 3, 2020 - March 5, 2020
In partnership with the HRPA, the Canadian Pension and Benefits Institute will offer a certificate program in benefits this spring. The ‘HRPA Canadian Benefits Certificate provides a comprehensive understanding of the many components of Canadian group benefits. It takes place March 3 to 5 in Toronto, ON.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Ontario/2020/03-03-CPBI-Ontario-Canadian-Benefits-Certificate
Date: March 3, 2020
The ‘CPBI Pacific: Legal Update 2020’ will highlight noteworthy legal developments from the last year that will be of interest to those who deal with pension and employee benefit issues. Speaker is Scott Sweatman, a partner at Dentons Canada LLP. It takes place March 3 in Vancouver, BC.
For more information visit: http://cpbi-icra.ca/Events/Details/Pacific/2020/03-03-CPBI-Pacific-Legal-Update-2020
Date: March 4, 2020 - March 5, 2020
The Saskatchewan Region CPBI’s ‘Pensions, Beyond the Basics’ will address in-depth aspects of pension plans, current trends, and emerging issues. Sessions and speakers include Troy Milnthorp, senior managing director, corporate fund services, at the Saskatchewan Teachers’ Federation, on pension plan design and financing; Kenneth E. Burns, a partner at Lawson Lundell LLP; on pension law, litigation, and legislation; and John Myrah, associate partner, investment consulting practice, at Aon, on pension plan investing. It takes place March 4 and 5 in Regina, SK.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Saskatchewan/2020/03-04-Pensions-Beyond-the-Basics-2-Day-Seminar
Date: March 4, 2020
The Canadian Group Insurance Brokers (CGIB) ‘March 2020 Toronto Seminar’ will feature a legal reviews, a discussion on contract wording, and a view from pharmacy. Laura K. Williams, of Williams HR Law Professional Corporation, will look at ‘Employment Law ‒ A Year in Review and Trends to Watch for in 2020.’ Dave Patriarche, of Mainstay Insurance Brokerage Inc., will explain ‘Contract Wording ‒ What you Need to Know to Avoid Trouble.’ ‘A View from the Pharmacy ‒ What you should know’ will be the focus of a talk by Mike Sullivan, of Cubic Health Inc. It takes place March 4 in Woodbridge, ON.
For more information visit: http://www.cvent.com/events/cgib-march-2020-toronto-seminar/event-summary-6f51f33c88d74b9ab832082aa9e2f8f4.aspx?i=136edf64-0e89-486f-bba4-6153b04a5230
CFA Vancouver, CAIA Victoria, AIMA Canada
Date: March 10, 2020
A liquid alts workshop and panel discussion will be featured at the ‘11th Annual Alternative Investment Outlook Forum.’ The event, hosted by CFA Vancouver, CAIA Victoria, and AIMA Canada, will also look at the evolution of alternatives and private assets. It takes place March 10 in Victoria, BC.
For more information visit: http://campaign.r20.constantcontact.com/render?m=1116729122741&ca=d09468b7-1d36-48be-8a1e-686aca5c62bf
CFA Vancouver, CAIA Vancouver, AIMA Canada
Date: March 11, 2020
A liquid alts workshop and panel discussion will be featured at the ‘11th Annual Alternative Investment Outlook Forum.’ The event, hosted by CFA Vancouver, CAIA Vancouver, and AIMA Canada, will also look at the evolution of alternatives and private assets. It takes place March 11 in Vancouver, BC.
For more information visit: http://www.cvent.com/events/11th-annual-alternative-investment-outlook-forum/event-summary-36527cbc7aac4c358a80d537afb415f6.aspx
CPBI Southern Alberta
Date: March 19, 2020
‘Retirement Plan Communication: A Case Study’ is the focus of a CPBI Southern Alberta Region session. Brenda Mullen, an employee retirement plans consultant at BELAY Advisory, and Michel Cantin, regional sales director, western Canada, at iA Financial Group will use a case study approach to show how the same communication materials and strategies were positioned with each client yet deployed differently. It takes place March 19 in Calgary, AB.
For more information visit: http://cpbi-icra.ca/Events/Details/Southern-Alberta/2020/03-19-Retirement-Plan-Communication-A-Case-Study
Date: March 23, 2020 - March 27, 2020
CPBI Saskatchewan is offering a ‘Pension Plan Administration Certificate (PPAC) 2. This is the second of three modules in the PPAC program offered in partnership with Humber College. It is designed for anyone from pension plan administrators to HR professionals in the industry and pension committee members. It takes place March 23 to 27 in Regina, SK.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Saskatchewan/2020/03-23-Pension-Plan-Administration-Certificate
Date: March 23, 2020 - March 24, 2020
The Quebec CPBI will hold a session for people who wish to learn general knowledge about all aspects of pension management and administration. Speakers will include Félix Poulin, a pension consultant; Lorraine Allard, of Royal Trust; and Jean-François Poitras, of Desjardins. It takes place March 23 and 24 in Montreal, QC.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Québec/2020/03-23-Formation-régimes-de-retraite-niveau-1
Date: March 31, 2020
‘Employment Law – The Risks Employers Face in Benefits’ is among the topics at the ‘CGIB 2020 Calgary Seminar.’ Shane King, of McLeod Law LLP, will provide insight into the law that affects employee benefits and employment law in general including actual cases that set the precedents that shape employer-employee relationships and responsibilities around plan administration. ‘Building and Using a Plan Administration Checklist’ will be presented by Dave Patriarche, of Mainstay Insurance Brokerage Inc. He will explain how to create a checklist to utilize when new cases are installed, to train new plan administrators, and to conduct client renewals. Other presentations are on ‘When Tech meets Benefits,’ with Chris Gory, of IPFS; and ‘An advisors perspective, with Lori Power, of MP Benefits Inc. It takes place March 31 in Calgary, AB.
For more information visit: http://www.cvent.com/events/cgib-2020-calgary-seminar/event-summary-7c447a4a73a94a66b7692cef07156268.aspx
CFA Society Toronto
Date: April 1, 2020
The theme of the CFA Society Toronto’s ‘2020 Annual Spring Pension Conference’ is ‘The Next Decade and Beyond.’ Featured speakers include Heather Cooke, chief investment officer at the Woodbridge Company Limited; James Davis, chief investment officer at OPTrust; and Robert Cultraro, chief investment and pension officer at Hydro One Inc. It takes place April 1 in Toronto, ON.
For more information visit: https://www.cvent.com/events/2020-annual-spring-pension-conference/event-summary-f2aaefad90d247d1b0bfb09ca1a773ed.aspx?_cldee=amhvcm55YWtAcG93ZXJzaGlmdC5jYQ per cent3d per cent3d&recipientid=contact-a222de83b615e811a958000d3af44134-a9f82fb74d9547799e4990f933de7c72&utm_source=ClickDimensions&utm_medium=email&utm_campaign=20Programming&esid=8214b56b-f648-ea11-a812-000d3af46fff
Date: April 2, 2020
The ‘Canadian Group Insurance Brokers 2020 Vancouver Seminar’ will feature Melanie Vipond, of Gall Legge Grant Zwack LLP, who will discuss ‘Employment Law – The Risks Employers Face in Benefits. ‘Building and Using a Plan Administration Checklist’ will be presented by Dave Patriarche, of Mainstay Insurance Brokerage Inc. He will explain how to create a checklist to utilize when new cases are installed, to train new plan administrators, and to conduct client renewals. Other presentations are on ‘When Tech meets Benefits,’ with Chris Gory, of IPFS; and ‘An advisors perspective,’ with Laurie MacNeil, of MacNeil Benefits. It takes place April 2 in Richmond, BC.
For more information visit: http://www.cvent.com/events/cgib-2020-vancouver-seminar/event-summary-4aad7b6b8c5848409568f7917f59c061.aspx
Economic Club of Canada
Date: April 6, 2020
The Economic Club of Canada will kick of its ‘Year of the Mind’ with a session on ‘Mental Wealth, Our Most Valuable Resource for Change.’ It will provide a 360-degree perspective on how to achieve and maintain good mental health from speakers including Jacques Goulet, president of Sun Life Canada; Bill Howatt, chief of research, workforce productivity for the Conference Board of Canada, former chief research and development officer for workforce productivity at Morneau Shepell; and founder of Howatt HR Consulting; and Nora Spinks, chief executive officer at the Vanier Institute.
For more information visit: https://yearofthemind.com/
Date: April 15, 2020 - April 17, 2020
In partnership with the HRPA, the Canadian Pension and Benefits Institute will offer a certificate program in pensions this spring. The ‘HRPA Canadian Pension Certificate Program’ will provide tips on best practices in plan administration and governance and strategies to reduce risk and liability in plan administration. It takes place April 2 to 4 in Toronto.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Ontario/2020/04-15-CPBI-Ontario-Canadian-Pension-Certificate
Date: April 15, 2020
The ACPM Atlantic Regional Council is presenting a session on ‘Best Practices for Plan Member Communications.’ Blair Richards, CEO of the Halifax Port ILA/HEA Pension Plan, and Hugh Wright, a partner at McInnes Cooper, will tackle the topic of member communication to provide helpful perspective, insight, and guidance that can be applied to any communication plan. It takes place April 15 in Halifax, NS.
For more information visit: https://www.acpm.com/ACPM/Events/Regional-Events/Atlantic-Council-Event.aspx
Date: April 20, 2020 - April 22, 2020
Michael Azlen, founder and CEO of Carbon Cap Management LLP, will show just how decision-makers can take action to lower climate change risk in equity and debt portfolios and generate attractive returns in the move to a decarbonized economy at the ‘20th Edition Canadian Alternative Investments for Pensions (CAiP) East Forum.’ It takes place April 20 to 22 in Niagara-on-the-Lake, ON.
For more information visit: https://www.event.insightinfo.com/caipeast
Date: April 21, 2020 - April 23, 2020
‘All-Stars 2020: Showcasing the Best’ is the theme of the ‘10th Annual CPBI Saskatchewan Regional Conference.’ The conference sessions include keynote presentations that will explore leadership and retirement, along with breakout sessions for pension and benefits topics. Featured speakers include Bruce Sellery, a financial journalist and author of ‘Moolala,’ and Hal Johnson and Joanne McLeod, healthy living experts and hosts of ‘BodyBreak.’ It takes place April 21 to 23 in Regina, SK.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Saskatchewan/2020/04-21-10th-Annual-CPBI-Saskatchewan-Regional-1
Date: April 28, 2020
CPBI Quebec will examine developing benefits plans tailored to the needs of businesses in Quebec. Louis-Philippe Corbeil Girard, an advisor at Gestion Tim Cummings, will discuss public and private sector plans and their management. It takes place April 28 in Montreal, QC.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Québec/2020/04-28-Formation-Élaborer-un-régime-d-avantages
Date: May 6, 2020 - May 8, 2020
‘Vision 20/20’ is the theme of the 2020 CPBI Ontario Regional Conference. In the keynote address, Joze Piranian, a corporate motivational speaker, will share his personal journey of transformation, from holding back immensely to performing on stages worldwide. It takes place May 6 to 8 in London, ON.
For more information visit: http://www.cpbi-icra.ca/Events/Details/Ontario/2020/05-06-CPBI-2020-Ontario-Regional-Conference
Date: May 27, 2020 - May 28, 2020
The International Foundation of Employee Benefit Plans’ ‘Canadian Health and Wellness Innovations Conference’ offers targeted and timely sessions on topics relevant to plan sponsors and participants. Sessions include ‘Critical Care ‒ What’s Happening in Our Health Care System,’ ‘Chronically Diseased ‒ How Our Environments Are Making Us Sick and What We Can Do About It,’ ‘Disability Management ‒ It’s About More Than Disease,’ and ‘Trend-Spotting ‒ New Ways of Predicting and Managing, Drug Plan Costs.’ It takes place May 27 and 28 in Nashville, TN.
For more information visit: https://www.ifebp.org/education/schedule/Pages/canadian-legal-and-legislative-update-2060.aspx
Date: May 27, 2020 - May 28, 2020
The International Foundation of Employee Benefit Plans’ ‘Canadian Legal and Legislative Update’ covers recently enacted and proposed legislation as well as regulations pertaining to pensions and benefits. Topics include ethical investing, ‘The Power and the Pain of Privacy,’ and ‘The Quest for Sustainability in Pension Plans with Contingent Benefits.’ It takes place May 27 to 28 in Nashville, TN.
For more information visit: https://www.ifebp.org/education/schedule/Pages/canadian-legal-and-legislative-update-2060.aspx
Date: June 5, 2020 - June 7, 2020
The ‘2020 FEI Canada Annual Conference’ will provide thought leadership, networking, and social activities. It takes place June 3 to 5 in Banff, AB.
For more information visit: https://www.feicanada.org/Registration/Fees
Date: June 8, 2020 - June 9, 2020
The ‘2020 RIA Conference: Responsible Investment for a Rapid and Inclusive Transition’ will offers an institutional change management track and a thematic track. The institutional change management track will offer practical steps and case studies for attendees to lead change within their institutions. The thematic track will provide the latest thinking on timely ESG (environmental, social, and governance) themes and issues.
For more information visit: https://riaconference.ca/
Date: June 9, 2020 - June 11, 2020
‘Analyze Your Health Care Purchasing Decisions and Options’ is a Harvard Medical School Executive Education Program for the International Foundation of Employee Benefit Plans (IFEBP). It explores the latest research and trends in public policy, value-based purchasing, provider pricing, quality measurement, managing population health, and engaging consumers through behavioral science concepts to help validate and influence purchasing decisions. Sessions include the social determinants of health, behavioral science and patient adherence, and workplace wellness. It takes place June 9 to 11 in Boston, MA.
For more information visit: https://www.ifebp.org/education/schedule/Pages/evidence-insight-and-strategy-for-optimizing-health-benefits-20S5.aspx?utm_campaign=Edpg_021020_Harvard per cent20Full per cent20Details&utm_medium=email&utm_source=Eloqua
Date: June 15, 2020 - June 17, 2020
Registration is now open for ‘CPBI FORUM 2020.’ It will feature four streams focused on pension, employee benefits, and institutional investment, as well as a dedicated French stream to explore the industry reality in the province of Québec. Over 30 sessions are already confirmed on the agenda, including keynotes by Pablos Holman, a futurist, inventor, and notorious hacker; and Louis Vachon, president and chief executive officer of National Bank. It takes place June 15 to 17 in Montreal, QC.
For more information visit: http://www.cpbi-icra.ca/Events/Details/National/2020/06-15-FORUM-2020
Date: August 16, 2020 - August 19, 2020
The International Foundation of Employee Benefit Plans’ ‘53rd Annual Canadian Employee Benefits Conference’ will prepare the trustees and staff of health and pension funds for today’s challenges of climate change, an aging workforce, mental health stigma, plan consolidation, cyber security risks, and fraud. It takes place August 16 to 19 in Halifax, NS.
For more information visit: https://www.ifebp.org/education/canadianannual/Pages/annual-canadian-employee-benefits-conference-2025.aspx
Date: October 1, 2020 - October 2, 2020
The ‘6th Annual AIMA Canada Investor Forum’ will feature an institutional main stage and breakout tracks covering the advisor channel, family offices, and regional focuses from across the globe. Sessions will look at key growth markets for private credit in 2021 and beyond, shareholder activism and engagement, and niche private credit strategies. It takes place October 1 and 2 in Toronto, ON.
For more information visit: https://www.aima-acif.org/?dm_i=2LZ3,1JDTW,6DGDL6,570SS,1