the 2014 Benefits and Pension Summit Program here

2014
Register Now!
KEYNOTE SPEAKERS:
April 28-29, 2014
Marriott Eaton Centre Hotel, Toronto
benefitscanada.com/bps2014
David Horsager
Max Valiquette
Business strategist
and author
Bensimon Byrne
#BPS2014
CONFIRMED SPEAKERS:
Jeff Aarssen
Chris Anderson
Duncan Artus
Denise Balch
Melissa Barton
Caroline Blouin
Kathryn Bush
Neil Crawford
Laler DeCosta
Doug Dickson
Sarah Donahue
Don Ezra
Joe Faraday
Colleen Falco
Zev Frishman
Jackie Goldman
Janice Holman
Scott Hunter
Pat Leo
Anita Lieberman
Maureen Long
Jean Masson
Great-West Life
BP Canada Energy
Medaca Health Group
MFS
Catherine Jackman Zaheed Jiwani
Phillips, Hager & North
Greystone Managed
Investments
David Mather
Ken Millard
Bill Robson
Liz Scott
Integrated Asset
Management
C.D. Howe Institute
Great-West Life
Organizational
Solutions Inc.
Allan Gray Ltd.
Russell Investments
Jillian Kennedy
Mercer
Connex Consulting
Baillie Gifford
Jim Keohane
Mount Sinai
Hospital
Niagara Casinos
David Lawson
RBC
Open Access Ltd.
Blakes, Cassels &
Graydon LLP
Canadian Tire
Aon Hewitt
Eckler Ltd.
Invesco Real Estate
JLT Canada
HOOPP
WCB Alberta
Michael Millns
Serafina Morgia
Marc-Antoine Morin Anna Pagliuca
Standard Life
Standard Life
Janet Rabovsky
Sue Reibel
Blair Richards
Jana Steele
Jaime Storrow
Mike Sullivan
Jacqueline Taggart
Ryan Taliaferro
Fred Vettese
John Welch
Towers Watson
Osler
Buck Consultants
NorthLeaf Capital
Partners
Cubic Health
Sun Life Global
Investments
Aon Hewitt
Desjardins Financial
Security
Towers Watson
Acadian Asset
Management
Sun Life Financial
Manulife Financial
Morneau Shepell
TD Asset
Management
Halifax Port ILA/HEA
Pension Plan
>>>
CIBC World Markets
SEE THE conference Agenda
2014
Conference Agenda
Day one >>> Monday, April 28
7:45 – 8:15 a.m. General Breakfast
8:15 a.m. Opening Remarks
8:20 – 9:35 a.m. OPENING KEYNOTE SESSION: David Horsager, business strategist and best-selling author
The Trust Edge: What Top Leaders Have and Eight Pillars to Build it Yourself
Trust is a fundamental, bottom-line issue. Without it, leaders lose teams, salespeople lose sales and organizations lose reputation, retention
of good people, relationships and revenue. But with trust, individuals and organizations enjoy greater creativity, productivity, freedom and
results. Through academic research and first-hand experience, David Horsager has learned what it takes to gain—and keep—trust. Attendees
will walk away with concrete steps they can immediately use to improve their ability to engage employees and other key stakeholders.
9:35 – 10:00 a.m. Refreshment Break in Exhibitor Hall
TRACK #1:
GROUP BENEFITS
TRACK #2:
DEFINED CONTRIBUTION (DC)
TRACK #3:
DEFINED BENEFIT (DB)
10:00 – 10:55 a.m.
Session ONE:
Session ONE:
Benefits Plan Governance:
What You Need to Know
Building an Effective DC Strategy De-risking Your DB Plan
Session ONE:
Moderator: Zaheed Jiwani, Greystone Managed
Investments
Speakers: Jackie Goldman, Canadian Tire;
Caroline Blouin, RBC
Speakers: Don Ezra, Russell Investments;
Ken Choi, Towers Watson
Session TWO:
Session TWO:
Session TWO:
New Views on Drug Plan
Management
Different Approaches to TDFs
The Emerging Market Consumer
Speakers: Julie Holden and Serafina Morgen,
Buck Consultants; Kathryn Bush, Blakes
11:00 – 11:55 a.m.
Speakers: Mike Sullivan, Cubic Health;
Jeff Aarssen, Great-West Life
Moderator: Catherine Jackman, PH&N
Speaker: Tim Mark, RBC
Speakers: Duncan Artus, Allan Gray Ltd;
Joe Faraday, Baillie Gifford
11:55 a.m. – 1:00 p.m. Buffet Lunch and Networking
1:00 – 1:55 p.m.
Session THREE:
Session THREE:
Session THREE:
Winning Strategies for
Disability Claims
Retirement Planning
in a Challenging World
The Future of Fixed Income
Session FOUR:
Session FOUR:
Session FOUR:
Mental Health in the Workplace
Mitigating DC Investment Risk
Real Estate: It’s Not Just
for Big Plans
Speakers: Liz Scott, Organizational Solutions
Inc.; Maureen Long, Sun Life Financial
Speakers: Blair Richards, CEO, Halifax
Port ILA/HEA Pension Plan and Trust Funds;
Janice Holman, Eckler
Speakers: John Welsh, CIBC World Markets;
Marlene Puffer, Twist Financial
2:00 – 2:55 p.m.
Speakers: Denise Balch, Connex Consulting;
Chris Anderson, Medaca Health Group
Speakers: Pat Leo, Sun Life Global Investments;
Gus Marcelino, Yamaha Canada Music Ltd.
Speakers: David Mather, IAM; Laler DeCosta,
Invesco Real Estate
3:00 – 3:55 p.m.
Session FIVE:
Session FIVE (DC and DB):
Employer Panel:
Wellness Strategies that Work
Expert Panel:
Pension Reform: Exploring New Solutions
Speakers: Melissa Barton, Mount Sinai Hospital;
Colleen Falco, Niagara Casinos; Doug Dickson,
BP Canada Energy Group ULC
3:55 closing Remarks
Speakers: Bill Robson, C.D. Howe Institute; Jim Keohane, HOOPP; Zev Frishman, Open Access Ltd.;
Michael Millns, Towers Watson; David Lawson, WCB Alberta
Day two >>> tuesday, April 29
7:15 – 8:00 a.m.
Optional Breakfast Session (made possible by Manulife Financial)
Making New Connections: Health, Finances and Workplace Engagement
Matt Miles, Manulife Financial
Are employees who are less anxious and distracted about their finances also more likely to be healthier and more productive in the
workplace? Join Matt Miles from Manulife Financial as he discusses groundbreaking new research results around the links between
employee health, financial well-being and workplace engagement.
7:30 – 8:00 a.m. General Breakfast
TRACK #1:
GROUP BENEFITS
TRACK #2:
DEFINED CONTRIBUTION (DC)
TRACK #3:
DEFINED BENEFIT (DB)
8:00 – 8:55 a.m.
Session six:
Session six:
Is Anybody Out There?
How to Reach DC Plan Members
Understanding Low-volatility
Strategies
Session SEVEN:
Session SEVEN:
Session SEVEN:
Getting it Right: Tailoring
Benefits Plan Communications
Panel: 2013 CAP Member
Survey Results
Are Target Benefit Plans the
Solution?
Session EIGHT:
Session EIGHT:
Session EIGHT:
How to Get—and Keep—the
Right Talent
De-accumulation: What’s Next?
Trends in Global Infrastructure
Session six:
New Media in Group Benefits
Speakers: Scott Hunter, JLT Canada;
Macadamian
Speakers: Marc-Antoine Morin, Standard Life
Speakers: Ryan Taliaferro, Acadian Asset
Management; Jean Masson, TD Asset Management
9:00 – 9:55 a.m.
Speakers: Jacqueline Taggart, Aon Hewitt;
Rupen Seoni, Environics
Speakers: Alyssa Hodder, Benefits Canada;
Anita Liberman, Desjardins Financial Security;
Ken Millard, Great-West Life; Sarah Donahue,
MFS; Anna Pagliuca, Standard Life
Speakers: Fred Vettese, Morneau Shepell;
Jana Steele, Osler
9:55 – 10:15 a.m. Networking break
10:15 – 11:10 a.m.
Speakers: Neil Crawford, Aon Hewitt
Speakers: Sue Reibel, Manulife Financial;
Jillian Kennedy, Mercer
Speakers: Jamie Storrow, NorthLeaf Capital
Partners; Janet Rabovsky, Towers Watson
11:15 a.m. – 12:15 p.m.
CLOSING KEYNOTE SESSION:
Max Valiquette, managing director of intellectual property, Bensimon Byrne
Trends With Benefits
What are the trends of today that will have the greatest impact tomorrow? And what do they mean for your business? In this
customized speech, Max Valiquette presents a series of emerging trends that are directly relevant to the benefits industry and the
people who work there. “Trends with benefits” looks at everything from demographics, to increasing productivity, to the integration
of technology into our daily lives and the rise of analogue culture.
12:15 p.m. closing Remarks
*BONUS: BIOLOGICS TRACK (OPTIONAL)
During this half-day event, attendees will have the opportunity to get a refresher on biologics versus pharmaceuticals and learn from
a case study intended to show the complexity and depth of impact on a patient’s life and work life. They will receive a tutorial on
subsequent entry biologics, with a focus on the European experience and the Canadian approval process, and hear from a consultant
on the experience of working with employers who see both the impact and value of biologics.
* Please note that the agenda is subject to change
Register today at benefitscanada.com/bps2014
2014
diamond Sponsor
re
E C dit
s
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In Partnership with
SEE REGISTRATION
SITE FOR DETAILS
Av
a il a b l e
platinum Sponsor
The 2014 agenda includes educational presentations, case studies and
in-depth panel discussions to give you the tools you need to develop new
solutions, reduce costs, improve your workforce and manage benefits risks.
You’ll also benefit from numerous networking opportunities with senior-level
professionals at both private and public sector organizations.
The conference features three learning tracks:
silver Sponsors
•TRACK #1: Group Benefits
•TRACK #2: DC
• TRACK #3: DB
>>>> The Business of Biologics (optional)
Event Highlights:
• 2 days of informative, actionable sessions
• 3 conference tracks, allowing you to tailor your conference experience
• More than 40 speakers from leading organizations
• Hundreds of industry peers to network with
This event sold out last year. Don’t miss out...register today!
benefitscanada.com/bps2014
Ticket Prices
Special early bird price: $519.00 + HST
(until April 7, 2014)
Regular price: $695.00 + HST
(April 7 to April 28, 2014)
Ask about our group rate for 10 attendees or more!
breakfast Sponsor
biologics track Sponsors
cocktail Sponsor
For agenda information
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For sponsorship opportunities
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For registration questions
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