Past Event: Benefits and Pension Summit

April 11-12, 2017
Sheraton Centre Toronto Hotel

Interested in the Benefits and Pensions Summit?

Benefits Canada is proud to present details of the 2017 Benefits & Pension Summit (BPS).

The theme of this year's Summit is: Creating The Winning Plan

All plan sponsors want to create winning benefits and pension plans, to help plan members reach their goals and lead successful lives. At the 2017 Benefits and Pension Summit, you will gain actionable information related to group benefits and defined contribution pension plans that will shed insight into key issues such as plan design, sustainability, innovation, communications and more. Attendees can customize their experience as there will be two simultaneous streams-for benefits and pensions. The sessions will feature plan sponsor case studies, expert panels and thought-leaders.

This Summit is designed for senior-level personnel within plan sponsor organizations in both the public and private sectors to discuss common challenges and acquire solutions.

This event sells out annually. Register early to avoid disappointment.

Event price: $736 + HST
Early bird price (register before March 1, 2017): $551

Benefits Canada has a limited block of rooms available at the Sheraton Centre Toronto Hotel at the rate of $195 + HST per night.



Continuing Education Credit

CE credits will be offered at this event.

Contact Information

Please contact Lauren Harris, Conference Editor at Lauren Harris or by calling 647-638-5041.
For sponsorship opportunities, contact Alison Webb, publisher, Benefits Canada.
For registration questions, contact Joanne Boccia, experience manager.

Join the conversation! @BenCanMag #BPSTO17


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BENEFITS AND PENSION SUMMIT AGENDA



Tuesday, April 11, 2017



7:30-8:00 a.m.

 

 

8:00-8:30 a.m.

 

 

 

 

 

 

 

 

 


8:00-8:55 a.m.

Custom Breakfast and Registration

 

 

Custom Breakfast Session: How can plan members navigate a health crisis?

The breakfast presentation will start at 8:00 a.m. sharp and conclude at 8:30 a.m.

This session includes a hot breakfast and is free for attendees.
Anyone interested in attending must register for this breakfast in advance on the conference registration page.

How can plan members navigate a health crisis?

When an employee or their loved one receives a diagnosis of cancer, cardiovascular disease, neurological condition or musculoskeletal diagnosis causing chronic pain how will that impact their personal and working life? How can employers best support plan members navigating a health crisis? What does it look like for them to get the answers they need to receive the right treatment?

Speaker:
Don Thomson, president and co-founder, SOS Resource Group
(This session was made possible by CAREPATH)

 

 

Breakfast and Registration (for main conference attendees)




8:55-9:00 a.m.
Opening Remarks



9:00-10:00 a.m.

Opening Keynote Speaker

The Champion’s Code: Life Lessons from the Sports World to the Business World
In this session, sports author, Ross Bernstein, will draw upon over six years’ worth of research to explain the metrics and characteristics that are common among champions in sports and peak performers in business. While interviewing more than 1,000 professional athletes and coaches, Ross noticed some fascinating trends. Among these, he found that for certain unique individuals, or “champions,” it wasn’t always about winning, but rather it was about following their moral compass. This allowed them to play the game the right way, with respect and integrity, in order to achieve success. As Ross learned, champions have a very unique DNA, and in this session, he invites audience members to re-think their own DNA. Learn what it takes to be a peak performer in business, and how to create a winning workplace.

Speaker:
Ross Bernstein, sports author and business speaker




10:00 -10:30 a.m. Networking Break



DC Stream

Group Benefits Stream


10:30-11:15 a.m.

From Planners to Pokémon
How Can We Inspire People to Save for the Future? 


Over the years, the retirement industry has come up with a lot of different ideas to improve financial literacy and encourage employees to save – from online tools and videos, to augmented reality and gamification. But do these tools deliver as promised? What works and what doesn’t? In this presentation, we’ll share proven strategies to inspire employees to plan for – and protect – their financial future.

Speakers
:
Kelly Harper, director, customer experience learning, BMO
Alyssa Hodder, senior communications consultant, Eckler Ltd.

Good Health and Good Fortune

The 2016 Sun Life Financial Canadian Health Index shows that almost one-third (29 per cent) of Canadians are distracted at work as a result of their financial situation. In this session, Sun Life will use their research findings to help plan sponsors understand the impact of financial stress on their workforce. Hamilton Health Sciences will then present a case study on how they used a nine-week “Financial Fitness” course to approach financial stress among their employees. Learn more about what the course offers and the results employees have achieved.

Speakers:
Marie-Hélène Pelletier, assistant vice-president, workplace health, integrated health solutions, Sun Life Financial
Jessica Galopoulos, healthy workplace coordinator, Hamilton Health Sciences




11:15 a.m.-12:00 p.m.

Expert Panel - DC Legal Issues and Trends

The legal environment for defined contribution (DC) plans continues to evolve. Plan sponsors need to stay current when it comes to legal issues facing DC plans as well as understanding what the trends are. In particular, the panellists will discuss the regulatory environment, CAPSA’s policies, decumulation and communication, as well as DC litigation trends they are seeing and hearing about in the US.

Moderator:
Jana Steele,
partner, pensions and benefits, Osler

Panelists:
Amanda Darrach, partner, leader of the pension and benefits group, Cavalluzzo Shilton McIntyre Cornish LLP
Mitch Frazer
, partner, Torys LLP

A Healthy Balance at Work

For those with a busy schedule, leading a well-balanced lifestyle can be a challenge. This session will discuss tried and true methods of incorporating healthy habits in companies of all sizes. Hear from plan sponsors who encourage workplace wellness through initiatives such as healthy cooking demos, lunch and learn sessions with dieticians, yoga classes and a variety of corporate-wide challenges. Learn how promoting healthful living can not only improve the morale of your workforce, but can also minimize costs and maximize performance. 

Speakers:
Heather Coy-Robinson, human resources manager, CARproof
Stephanie Enright, director, talent management and administration, Lakeside Process Controls
Niven Al-Khoury, president and chief executive officer, Sanofi Canada





12:00-12:45 p.m.

Fixed Income: The Next Generation

Traditional fixed income investments are underperforming due to rates rising from historic lows, but there is still money to be made with smart fixed income solutions. This session will explore solutions that still provide traditional fixed income values of capital appreciation, low volatility and stable returns. It will also discuss coping with rising rates, explore how smart money is investing in fixed income in 2017 and evaluate risks for non-rate sensitive solutions.

Speakers:
Paul Fahey
, independent institutional investment consultant
Angela Lam, director, fundamental credit, OMERS Capital Markets
Andrew Torres, founding partner and chief investment officer, Lawrence Park Asset Management

Mindful HR Practices

Strikingly low employee engagement, workplace stress, and record unhappiness is putting enormous pressure on organizations and their benefit programs. Companies need to reframe HR as we know it. They need to acknowledge that people-focused needs have deeply changed, and will continue to change. Introduce Mindful HR. Beth Corcoran and Gary LeBlanc will dive into this trending concept and why every company needs to embrace this progressive philosophy. Mindful HR is about awareness, presence and a conscious state of being. It is purposeful and agile, and always mindful of organizational culture. Attendees will leave this seminar feeling inspired by the stories, and empowered with key takeaways. Deliverables will be items that can be immediately applied to their workplaces.

Speakers:
Katie Clarke,
human resources director, The Marketing Store
Beth Corcoran, managing director, Corcoran Consulting
Gary LeBlanc,
chief executive officer, Ikkuma




12:45 -1:45 p.m.
Lunch



1:45-2:30 p.m.

Investment Options for Boosting Member Outcomes

This session will explore how defined contribution plan sponsors can use effective plan and investment design together to create successful outcomes for members. The use of both auto solutions and target date funds are rising in Canada and we will see the dramatic impact they can have on member’s balances at retirement, particularly when used together. Through the eyes of a plan sponsor we will also review the challenges in the selection and evaluation of target date funds and providers. These options are complex and unlike any other investment option in the plan in that they straddle both benefits and investments; their true success depends on member savings.

Speakers:
Alain Malaket
, chief executive officer, Multi-Sector Non-Profit Benefit Plan Administrators
Ruthann Pritchard,
institutional portfolio manager, Fidelity Investments

 

Tackling Mental Health Challenges in Ontario’s Workplaces

It has been approximately one year since the provincial government passed presumptive Post-Traumatic Stress Disorder (PTSD) legislation for Ontario’s First Responders - putting a new focus on prevention, treatment and return to work for those suffering from PTSD . In this session, Ontario’s Workplace Safety and Insurance Board (WSIB) will share its journey in implementing the legislation to provide coverage and work with employers and healthcare professionals to address the unique challenges associated with PTSD. Panelists will discuss the importance of addressing mental health in the workplace, emerging trends, lessons learned and what is next.

Moderator:
Glenn Kauth,
editor, Benefits Canada

Panellists:
Scott Bujeya, vice-president of health services division, Workplace Safety and Insurance Board
Althea Monteiro,
psychology professional practice lead, Workplace Safety and Insurance Board
Pamela Steer
, chief financial officer, Workplace Safety and Insurance Board
Thomas Teahen, president and chief executive officer, Workplace Safety and Insurance Board




2:30-3:15 p.m.

Global Plan Designs Trends, Issues and Case Study

With so many changes to pension plan designs around the world to address pension adequacy and sustainability, what can we learn from other countries and how did one company handle a global move to DC? This session will help you to become aware of global trends for DC pension plan designs, discuss how John Wiley & Sons Ltd. addressed these changes in Canada, UK, and US and the learnings for Wiley and the consultant.

Speakers:
Jason Riley,
vice-president, finance, John Wiley & Sons Canada, Ltd.
Faisal Siddiqi,
principal, consulting actuary, Buck Consultants, a Conduent company

Benefitting from the Future

A strong benefits plan is key to attracting and retaining talent in today’s workforce. However, with increasing costs and an ever-growing digital landscape, what will the future of benefits plans looks like? What technological innovations are on the horizon? How will this affect plan sustainability? What new types of benefits will become available in an age of increased flexibility and customization? This moderated session will engage plan sponsors in discussion using live polling technology.

Sample topics to be discussed:
• The role of technology in benefits plans of the future
• The sustainability of current benefits plans in the future
• The influence of generational needs on benefits offerings 

Moderator:
Sarah Beech, president, Accompass

Panellists:
Kate Beckett, senior director, total rewards and human resources, Indigo Books and Music
Lisa Callaghan, vice-president, strategy, marketing and communications, Manulife
Anne Nicoll, vice-president, business development, Medavie Blue Cross
Mark Rolnick, vice-president, payor partnerships and plan sponsor innovation, Shoppers Drug Mart




3:15-3:45 p.m. Networking Break



3:45-4:30 p.m.

Finding Balance: How CAA South Central Has Navigated the Changing Pension Landscape

Over the past several years, CAA South Central Ontario has evolved its retirement offering to adapt to the changing pension landscape while continuing to enhance the organization’s overall value proposition to employees. Listen as the speakers share a story of transitioning from a defined benefit to a defined contribution arrangement to meet organizational objectives and the financial needs of members and how they overcame the challenges of reaching deferred vested members to encourage active decision-making with regards to accumulated benefits. The change enhanced member education and communication to increase engagement in the pension plan and optimized members’ savings and learn how they integrated financial literacy in the organization’s wellness strategy and programs to better prepare members and help ensure their financial well-being.

Speakers:
Mara Notarfonzo, director of HR operations and totals rewards, CAA South Central Ontario
Isabelle Landry, principal, national practice leader, communication consulting, Morneau Shepell

Will Employers be Able to Withstand the $5.6 Billion Dollar Price Tag for Specialty Drugs?

Revolutionary new treatments are saving lives. Diseases once considered fatal are being transformed into manageable chronic illnesses; however, the costs of these treatments are often substantial and create a financial risk for plan sponsors, employees and their families. This session will provide you with a startling look at the research insights that will give you a true picture of the prescription drug benefit spend in Canada and the potential threat of high-cost specialty drugs. This session also includes a case study where you will also hear firsthand from John A. Law, Director of Global Benefits and Total Rewards for the Americas, Pitney Bowes, who has taken steps to ensure employees have access to innovative, life-saving drugs while ensuring the sustainability of their prescription drug plan.

Speakers:
Michael Biskey, president, Express Scripts Canada
John A. Law, director of global benefits and total rewards for the Americas, Pitney Bowes

 




5:30 p.m.


Optional Dinner- Hy's Steakhouse

To attend this dinner you must register in advance on the conference registration page. Dinner will take place at Hy's Steakhouse at 120 Adelaide Street West, Adelaide Room.





Wednesday, April 12, 2017



7:30-8:00 a.m.

 

 

8:00-8:30 a.m.

 

 

 

 

 

 

 

 

 

 

 

 

 

8:00-8:55 a.m.

Custom Breakfast and Registration

 

 

Custom Breakfast Session: Promising practices released! Implement the National Standard of Canada for Psychological Health and Safety in the Workplace

The breakfast presentation will start at 8:00 a.m. sharp and conclude at 8:30 a.m.

This session includes a hot breakfast and is free for attendees.
Anyone interested in attending must register for this breakfast in advance on the conference registration page.

Promising practices released! Implement the National Standard of Canada for Psychological Health and Safety in the Workplace

In 2014, Mental Health Commission of Canada began a three year implementation study (Case Study Research Project) aimed at understanding promising practices among Canadian employers to implement the National Standard of Canada for Psychological Health and Safety in the Workplace (the Standard). Released in 2013, the Standard is a voluntary set of tools provided to employers at no cost. The Standard allows organizations to systematically promote and protect mental health of their employees. Downloaded over 35,000 times, the Standard is being adopted by all types of organizations. The breakfast session will allow delegates to learn about the Standard and hear about promising practices that have enabled these 40 leading organizations from across Canada to implement the Standard in their unique environments.

Speaker:
Karla Thorpe,
director, prevention and promotion initiatives, Mental Health Commission of Canada

 

 

Breakfast (for main conference attendees)





DC Stream


Group Benefits Stream


9:00-10:00 a.m.

Panel: Revelations from the 2016 CAP Member Survey

As concerns over retirement income adequacy mount, the role of the plan member in making decisions about their pension investments is a growing concern. Some plan members want some level of control over their pension investments, while others would like to hand decision-making to someone else. But what do they mean and why do they feel the way they do? Through the 2016 CAP Member survey, Benefits Canada sought to create a clearer understanding of plan members’ perceptions and expectations around their level of knowledge and how much help and guidance they need. The panel will delve further into the results to get a better understanding of members’ perspectives.

Moderator:
Joe Nunes
, president, Actuarial Solutions Inc.

Panelists:
Amanda Fickling, director, GRS marketing and communications, Great-West Life
Matthew Williams, SVP, head of defined contribution and retirement, Franklin Templeton Investments
Burk Humphrey, associate partner, retirement and investment, Aon Hewitt
Janice Holman, principal, Eckler Ltd.

Spotlights on Sleep

With sleep being one of the top health risk factors affecting today’s workforce, it’s important plan sponsors understand its connection to personal performance. Desjardins Insurance will present key findings from a sleep disorder study that will provide insight into the impact this issue poses on individuals, as well as offer possible solutions. The Royal Bank of Canada will then discuss their 2015 mental health campaign, “Quiet Your Mind,” which aimed to teach employees techniques for achieving a quality sleep, a focused mind and improved mental health. This session will highlight the journey of designing the program, participant response and key considerations in implementing a wellness program focused on sleep health.

Speakers:
Josée Dixon,
senior vice-president, group and business insurance, Desjardins Insurance
Andrejka Massicotte, director, Canadian benefits and wellness, Royal Bank of Canada




10:00-10:30 a.m. Networking Break



10:30-11:15 a.m.

Getting the Best of Both Worlds - How to Enjoy the Advantages of A DB pension At the Cost and Risk Level of A DC Plan

With the continuing trend of conversions to DC pension plans, many employers have seen the average retirement age of workers rise by several years as employees become increasingly nervous about their financial security in retirement. Legal risks to employers of offering a DC plan are also on the rise. This session will review the option of offering the attributes of a DB pension without the key financial risks associated with the traditional single-employer DB plan. These attributes include, improved workforce management, high-value retirement pension program, and reduced employee stress. Come to learn about the opportunities available with jointly sponsored pension plans which offer employees a highly-desired DB pension, while giving employers DC-plan like accounting treatment and contribution stability.

Speakers:
Derek Dobson,
CEO, CAAT Pension Plan
Burk Humphrey, associate partner, retirement and investment, Aon Hewitt

65 Years Young: Are Employees Getting the most out of Delayed Retirement?

Whether due to personal finances or because people are healthier and living longer than ever before, the number of employees choosing to work beyond the standard age of retirement is on the rise. However, while this number continues to increase, employers are still under no legal obligation to provide employee benefits and insurance for workers once they reach the age of 65. In this session, expert panellists will analyze this issue from a variety of perspectives. Discussion topics include current legislation, trends in employee benefits and the implications of a potential benefits reduction on the workforce.

Moderator:
Paul Sywulych, partner, enterprise innovation, Morneau Shepell

Panellists:
Kathryn Bush,
partner, Blake, Cassels & Graydon LLP
Lisa Citton-Battel,
director of human resources, 3M
Karen Voin,
assistant vice-president, group benefits and anti-fraud, Canadian Life and Health Insurance Association Inc. 





11:15 a.m.-12:15 p.m.


Closing Keynote Speaker

The Crazy Game: How I Survived in the Crease and Beyond

No job in the world of sports is as intimidating, exhilarating and as stress-ridden as that of a hockey goaltender. Now imagine doing that job while suffering high anxiety, obsessive compulsive disorder and depression, and having your career nearly literally cut short when a skate sliced across your neck. Clint Malarchuk, the famed former NHL goaltender, shares his extraordinary and heart wrenching life story—which includes his long battle with alcoholism and almost ending his life by a gunshot to the head—in his relentless effort to help end the stigma of mental illness and to help others who may suffer as well.

Speaker:
Clint Malarchuk, former NHL goaltender and mental-health advocate




12:15 p.m.

Closing Remarks



For information on the group benefits stream, please contact: Lauren Harris
For information on the DC pension stream, please contact: Jennifer Hughey

KEYNOTE SPEAKERS


Ross Bernstein

Ross Bernstein


Best-selling author of nearly 50 sports books, Ross Bernstein is an award-winning peak performance business speaker who’s keynoted conferences on four continents for audiences as small as 10 and as large as 10,000. Bernstein and his books have been featured on thousands of television and radio programs over the years including CNN, ESPN, Bloomberg, Fox News, and CBS This Morning, as well as in the Wall Street Journal, New York Times and USA Today. He has spent the better part of the past 20 years studying the DNA of championship teams and his program, "The Champion’s Code: Building Relationships Through Life Lessons of Integrity and Accountability from the Sports World to the Business World," which not only illustrates what it takes to become the best of the best, but it also explores the fine line between cheating and gamesmanship in sports as it relates to values and integrity in the workplace. As a working member of the media in his home state of Minnesota, Ross has a unique behind the scenes access to all of the local sports franchises in the area, including the Vikings, Twins, Timberwolves, Wild and Gophers. As such, he spends lots of his time in dugouts, club houses, locker rooms, and press boxes — and it’s here where Ross has met and interviewed thousands of professional athletes over the years.

 




Clint Malarchuk


Clint Malarchuk


No job in the world of sports is as intimidating, exhilarating, and as stress-ridden as that of an NHL hockey goaltender. Now imagine doing that job while suffering high anxiety, obsessive compulsive disorder and depression, and having your career nearly cut short by a skate slicing across your neck. Clint Malarchuk shares his extraordinary and heart-wrenching life story—which includes his long battle with alcoholism and almost ending his life by a gunshot to the head—in his relentless effort to help end the stigma of mental illness and to help others who may suffer as well. Malarchuk, who was born in Grand Prairie, Alberta, and raised in Edmonton, played junior hockey in the Western Hockey League. He went on to play professionally in the NHL for the Quebec Nordiques, the Washington Capitals, and the Buffalo Sabres, and in the IHL for the Las Vegas Thunder. He compiled a career record of 141 wins, 130 losses, 45 ties, 12 shutouts, and an .885 save percentage. After leaving the NHL as a player, he served as head coach of the IHL Las Vegas Thunder and the Idaho Steelheads. He was then a goaltending coach for the NHL Florida Panthers and the Columbus Blue Jackets. He became the goaltending consultant for the Atlanta Thrashers in 2010, going from there to the Calgary Flames, and retiring from the team in 2014. His memoir, The Crazy Game: How I Survived in the Crease and Beyond, was published in 2014.




SESSION SPEAKERS

(In alphabetical order)


Niven Al-Khoury

 

Michael Biskey


Niven Al-Khoury
 is the president and chief executive officer of Sanofi Canada. She is a graduate of the Faculty of Pharmacy at the Université de Montréal.  She worked as a pharmacist in Montreal before joining Johnson & Johnson Medical Egypt as a product specialist in 1996. At Johnson & Johnson, she combined her work experience with strong leadership and business skills to move upwards through the sales and marketing organization. She took part in two major product launches in Canada as part of a year-long international assignment. Upon her return to Egypt, in 2003, she was promoted to the company’s board of directors and eventually headed up its strategic affairs along with one of its largest business units. In 2009, Al-Khoury accepted new responsibilities as Sanofi Egypt’s director of public affairs and communications, charged with transforming the company’s culture and creating a strong, influential presence for Sanofi in the Egyptian pharmaceutical industry. Her success with this mandate led to her appointment in 2011 as general manager of Sanofi Egypt and Sudan. In this position, she continued to instill positive change and secure alignment across all business segments, building a culture of trust and pride that allowed the company to increase significantly its market penetration and deliver Sanofi’s healthcare solutions to a much larger patient population. Al-Khoury’s success as a business leader and role model earned her official recognition from Egyptian business associations and the country’s pharmaceutical industry, who cited her contribution to health care, her commitment to values, ethics and social responsibility, and her support for women’s career development. In September 2015, Al-Khoury was appointed president and chief executive officer of Sanofi Canada, overseeing the company’s pharmaceutical and consumer health operations. In January 2016, following the company’s reorganization around global business units, she assumed responsibility for Sanofi’s offerings in diabetes and cardiovascular disease, and in July, also assumed the role of country chair. Her external responsibilities include serving on the board of directors of Innovative Medicines Canada, the association representing Canada’s innovative pharmaceutical industry. In March 2016, Al-Khoury was named among the recipients of the first edition of the Sanofi Gender Balance Awards, in recognition of her successful career within Sanofi, her impact as a role model for other colleagues and her contribution to the company’s growth.





Sarah Beech

 

Sarah Beech


Sarah Beech
is the president of Accompass (formerly Pal Benefits). Working out of the Toronto office, she is responsible for the overall management and operation of the firm. Beech has more than 30 years' experience in the benefits industry. She began her career as an underwriter with a major Canadian insurance company, where she became the department supervisor within two years. In 1990, she joined Hewitt Associates, a global human resources and outsourcing firm, where she eventually led the benefits consulting practice and, later, the entire Canadian consulting operation. She joined Accompass in 2012. In her current role, Beech creates and implements the firm’s business and marketing strategies, and builds, develops and manages new and existing client and third-party relationships. Beech is a member of the advisory board of Benefits Canada magazine and is a frequent spokesperson and author on the topic of employee benefits, including articles and interviews in Benefits Canada and The Globe and Mail, and speaking engagements, such as the Economic Club of Canada and The Conference Board of Canada. Beech is a member of the Corporate Industry Council for Homeward Bound.




Michael Biskey

 

Michael Biskey


Michael Biskey
brings more than 30 years of strategic leadership, operational excellence and professional integrity to his current role as president of Express Scripts Canada. Biskey is responsible for all aspects of Express Scripts Canada’s strategic development and operational activities. By taking client and patient interests to heart and employing his strategy and leadership skills, Biskey has successfully positioned Express Scripts Canada as a leader in pharmacy benefit management. In doing so, he uncovered key issues facing Canadian health insurance plan members and sponsors, and played a pivotal role in driving strategies to reduce prescription drug waste and promote better health outcomes to help employers and employees lower drug benefit costs and preserve their overall benefit plans. Biskey also plays an active role on the senior management team of Express Scripts Canada’s parent company, Express Scripts.


Kathryn Bush



Kathryn Bush


Kathryn Bush
 is a partner at Blakes, Cassels and Graydone LLP. She is involved in all aspects of income tax as well as pension and employee benefits law. She has successfully represented many clients in all levels of courts, including the Supreme Court of Canada, and has received the highest ranking possible nationally and internationally. Bush was appointed to ACPM's National Policy Committee and was an adviser to the Ontario Expert Commission on Pensions. She is a former vice-chair of the Financial Services Commission of Ontario, the Financial Services Tribunal and the Pension Commission of Ontario. She is also a member of the International Bar Association, the International Pension and Employee Benefits Lawyers Association and the Canadian Bar Association, and is North America regional vice-chair for Lex Mundi. Bush has written on a wide range of topics in the areas of income taxation as well as pension and employee benefits. She has been the co-editor of the Canadian Bar Association Pension and Benefits Newsletter and has taught for a number of years at The Law Society of Upper Canada's bar admissions and continuing legal education courses.

 



Scott Bujeya



Scott Bujeya


Scott Bujeya
is the vice-president of the occupational disease and specialized services division at the Workplace Safety and Insurance Board (WSIB). For more than two decades, Bujeya has committed his professional career to serving the needs of Ontario’s injured/ill workers and employers. Bujeya is a graduate of York University and also holds a post-graduate diploma in journalism. His focus areas of professional development have included workers’ compensation claims management, program evaluation and strategic thinking. Bujeya more recently played a leadership role in the implementation of Supporting Ontario’s First Responders Act (post-traumatic stress disorder) in 2016.

 


Lisa Callaghan

Lisa Callaghan


Lisa Callaghan
is the vice president of strategy, marketing and communications for Manulife institutional markets. Callaghan leads the teams responsible for developing institutional strategy, digital solutions, sales proposals, marketing and communications for Manulife’s Canadian group businesses. Before taking on this role, she was the assistant vice president of group benefit product. Callaghan has worked in the insurance industry for over a decade in both group benefits and group retirement, as well as individual retail wealth, filling various leadership roles including product development, marketing, client management, operations and strategy. Prior to her move to insurance, Callaghan worked in the defense manufacturing industry, where she supported a global executive team, creating business strategies and organizational redesign, as well as leading the global business process improvement team. Callaghan holds undergraduate degrees in science and physical education from Queen’s University, an master of science degree in biomechanics from the University of Waterloo and a master of business administration degree from Wilfrid Laurier University.


Lisa Citton-Battel

Lisa Citton-Battel


Lisa Citton-Battel is 3M Canada’s director of human resources. She is a 21-year veteran of the company, and a graduate of Western University and the University of Windsor, where she obtained her master of business administration in marketing and finance. Citton-Battel has held a wide range of roles at 3M since joining the company in 1995 including several in the healthcare space, as a lean six sigma blackbelt, and now a member of the management operating committee. She is the embodiment of 3M’s promise to its employees that each of them can develop an individual career path that allows them to constantly explore new opportunities and grow within the company.



Heather Coy-Robinson

Heather Coy-Robinson


Heather Coy-Robinson
is the human resources manager for CARPROOF, where she partners with the entire organization to facilitate continuous learning and drive people and culture excellence, and wellness is a critical component in all strategies. She has a wealth of experience, spending 15 years working for technology companies, in which she was responsible for talent strategies resulting in high growth and transformation. Passionate about giving and learning, Coy-Robinson is an active member of Toastmasters International, and serves as a member of her club’s executive committee. She is married with two young children, and resides in London, where she juggles family time, spin classes and play-date schedules.


Katie Clarke

Katie Clarke


Katie Clarke is the human resources director at The Marketing Store. She is a dynamic human resources professional with over 10 years of experience working primarily in small to medium size entrepreneurial organizations. Clarke has a true passion for human resources and thrives on working with organizations to find innovative and effective solutions to build a positive culture, a talented and engaged employee population and, ultimately, a competitive and cutting edge organization. With expertise in many areas of human resources, Clarke has a proven track record providing high-volume, full-cycle recruitment for entry level to executive level employees, building robust training programs, executing annual performance management programs with 100 per cent completion rates and providing high level employee relations support for all levels of the organization, including advising executives. Clarke is also not afraid to deal with the "tough stuff," having lead multiple downsizing activities and coaching managers and employees through challenging performance improvement plans. Using a consultative approach, Clarke has been recognized as a business partner to senior management, as well as a trusted advisor to employees of all levels. Clarke also has solid experience in organizational development, succession planning, benefits and compensation, change management and using/implementing technology to improve the efficiency of human resources processes. She is inspired to make a difference in organizations through her passion for people and practical approach to human resources. Clarke has received a Bachelor of Commerce degree from the University of Guelph with a major in human resources management and holds her certified human resources leader designation. She is an active board member on a charity called Lisa’s Legacy, which she helped to build. In her spare time, Clarke enjoys travelling and spending time with family and friends.

 


 

Beth Corcoran

Beth Corcoran


Beth Corcoran, managing director at Corcoran Consulting, is a business consultant and coach based out of Toronto, Canada. Corcoran has worked with thousands of employees and organizations over the last 15 years in management, and as a human resources leader, coach, advisor, professor and clinician. Her work in human resources is broad, and she has helped organizations in the area of human resources planning and strategy, and organizational development and design. She has managed and developed programs in all facets of human resources, has led organizational change and has managed human resource teams. Her senior management experience and work as a human resources leader have given her the opportunity to align human resources programs and initiatives with business strategy. Corcoran’s global human resources experience has taken her to many North American cities, and she has also worked with stakeholders in Europe and Asia. In addition, Corcoran also works as a coach and a professor at the centre for business at George Brown College, where she teaches fundamentals of human resources and organizational behaviour. She has worked as a clinician and therapist in psychological services, and this work has helped her develop deep insight and understanding about people, and their needs and challenges. Her graduate school thesis was focused on topics related to stress in the workplace. Corcoran has coached senior level management and executives, and has worked with adults in a psychotherapeutic setting. Her eclectic approach has been influenced by the work of Aristotle, Adler, Frankl, Yalom and Seligman, and she draws upon psychodynamic, cognitive behavioral therapy and mindfulness principles in her practice. Corcoran holds a bachelor of arts in psychology from Queen's University, a master of arts in psychology from the Adler School of Professional Psychology and a certified human resources leader designation. In addition, she has attended Harvard Business School Executive Education, is an Adler International Institute-trained coach and is certified in The Birkman Method Assessment Tool. She has served many organizations in both governance roles and as a hands-on volunteer. She currently serves on multiple committees at the University of Toronto/Ontario Institute for Studies in Education Dr. Eric Jackman Institute of Child Study, and is on the Advisory Board at Ikkuma. She is the former chair and president of the June Callwood Centre for Women and Families and the past co-chair of Opportunity for Advancement. She has also served on the Margaret Frazer House board of directors, and has volunteered at numerous charities, such as Casey House, Kingston Psychiatric Hospital and Kingston Immigrant Services.

 



Amanda Darrach

Amanda Darrach


Amanda Darrach is a partner and leader of the pension and benefits group at Cavalluzzo Shilton McIntyre Cornish LLP in Toronto, Ontario. Her practice focuses on civil litigation, administrative law, and pensions and benefits. She has acted as counsel in administrative and civil matters before the Ontario Financial Services Tribunal, the Ontario Superior Court, the Courts of Appeal of Ontario and British Columbia, and the Supreme Court of Canada. Darrach's pension practice focuses on the administration and governance of pension plans, with a particular focus on jointly-sponsored plans. She also represents stakeholders, including members, unions, and plan administrators, in pension related legal disputes before tribunals and courts. In the Supreme Court, she was co-counsel to the plan administrator in Re Indalex and to the union in Professional Institute of the Public Service of Canada v. Canada (Attorney General). Darrach is a member of the Financial Services Commission of Ontario's Legal Advisory Committee, as well as the Executive of the Canadian Bar Association's National Pension Section. In her litigation practice, she specializes in complex litigation, including class proceedings in the areas of pensions, employment, and securities. She is part of the plaintiffs' counsel team in Dugal v Manulife Financial, one of the largest certified securities class actions in Canada.

 



Josée Dixon


Josée Dixon


Josée Dixon has been senior vice-president of group and business insurance at Desjardins Insurance since September, 2014. Dixon has more than 25 years of experience in the group insurance industry. She has been with Desjardins Group since July 2013, holding the position of vice-president of business development for group and business insurance prior to her current role.As senior vice-president of group and business insurance, Dixon contributes to the development and expansion of Desjardins’ group and business insurance line of business across Canada.Dixon holds a bachelor’s degree in commerce, with a specialization in marketing and finance, and is the recipient of a number of certifications and awards in the group insurance industry.

 




Jennifer Del Vecchio


Jennifer  Del Vecchio


Jennifer Del Vecchio
is an associate in the pension, benefits & executive compensation group for McCarthy Tétrault in Toronto. Del Vecchio advises on the legal and regulatory aspects of pension, retirement and other employee group benefit plans, including plan design, administration, governance and compliance with minimum standards legislation, as well as issues relating to plan mergers, wind ups, surplus and the purchase and sale of a business and other reorganizations. She has experience advising employers in both the private and public sectors across Canada. Her recent experiences include advising employers on the following matters; the CCAA restructuring of a leading Canadian steel producer, the negotiation of a withdrawal from a multi-employer pension plan for unionized employees of a large beverage corporation, the implementation of a defined contribution pension plan for a federal Crown corporation and contribution freeze arrangements for certain provincial public sector jointly-sponsored pension plans. Del Vecchio speaks regularly at pension and benefit conferences and seminars, along with client pension committee meetings. Her writing has been featured in Benefits Canada and the American Bar Association's International Labor & Employment Law Committee Newsletter. She is also a member of the International Pension & Employee Benefits Lawyers Association. She received her BA (Honours with High Distinction) from the University of Toronto in 2007, and her JD from the University of Western Ontario in 2010. Throughout her academic career, Del Vecchio received numerous academic awards and distinctions, including two awards for achieving the highest standing in Labour Law. Del Vecchio was called to the Ontario bar in 2011. Before joining McCarthy Tétrault, she practiced pension and benefits law at a large labour and employment law firm. Since joining the firm, she completed a secondment in the legal department at a national human resources’ consulting company.





Derek W. Dobson


Derek W. Dobson


Derek W. Dobson is CEO and plan manager at CAAT Pension Plan. He is a tireless advocate for shared-risk defined benefit (DB) pension plans and is dedicated to providing pension benefit security to the college sector in Ontario. Created at the same time as the Ontario college system in 1967, the CAAT Pension Plan assumed its current jointly sponsored governance structure in 1995. The CAAT Plan is a modern DB pension plan with equal cost sharing. Decisions about benefits, contributions, and investment risk are also shared equally by members and employers. The CAAT Plan has assets of $8.6 billion and serves over 43,000 members from the college system. In its valuation as at January 1, 2016, the CAAT Plan is 110.4% funded on a going-concern basis with a funding reserve of $1.2 billion. The CAAT Plan’s well-diversified investment portfolio has earned a 5-year average annual rate of return of 9.6%, net of investment management fees. During the past few years, the CAAT Plan has been in discussions with DB, defined contribution (DC) and hybrid single employer pension plans in Ontario’s broader public sector interested in joining with the CAAT Plan. The Royal Ontario Museum (ROM) pension plan recently merged with the CAAT Plan. Such mergers would benefit all stakeholders concerned by creating predictable costs and more secure benefits at a lower risk. The CAAT Plan is securing benefits by employing prudent and realistic actuarial assumptions, and is guided by a balanced funding policy. Dobson joined CAAT as CEO and plan manager in 2009 and has used his more than 20 years of pension experience to build an organization that is today fully funded and recognized for its good governance and risk management practices, and solid investment performance. He has an undergraduate degree in mathematics from the University of Waterloo, and is an Associate of the Society of Actuaries. Dobson is Co-Chair of the Canadian Public Pension Leadership Council (CPPLC) and a member on the ACPM (Association of Canadian Pension Management) Board of Directors.




Stephanie Enright


Stephanie Enright


Stephanie Enright
is the human resources manager for the Lakeside Group of companies, a member of Canada’s best-managed companies since 2002 and platinum since 2008. The Lakeside Group of companies consists of Lakeside Process Controls Ltd., Lakeside Performance Gas Services Ltd., Valve Automation Center Inc. and Arctic Combustion Ltd. Enright, certified human resources professional, is a graduate of the University of Toronto and holds a post-graduate certificate in human resource management from Sheridan College. In 2008, Enright started her professional career in human resources as a co-op student with Lakeside Process Controls. Since then, she has quickly progressed her career, now playing a lead role in Lakeside’s human resources practices. She has a key role in the evolution of Lakeside’s corporate employee engagement strategy, including program development and engagement measures. Of primary focus is her creation of wellness programs in the workplace, specifically using creative platforms to stimulate interactions, promote mental health and control benefit costs. She also recently completed her yoga teacher training and is a certified yoga teacher through Yoga Alliance.

 




Paul Fahey

Paul Fahey


Paul Fahey
is an independent institutional investment consultant. He was NAV CANADA's vice-president, pension investments from September 2010 until January 2016. In this role, he led a team that was responsible for designing and executing the investment strategy and controlling the risk associated with NAV CANADA's defined benefit pension plans. Since his retirement from NAV CANADA, he has continued to devote time to the volunteer sector and various investment management activities. Prior to joining NAV CANADA, Fahey was a founder and managing partner with Aurion Capital Management, a Toronto based institutional investment counseling firm. In this role he was responsible for all aspects of fixed income portfolio management for Aurion’s institutional clients. He was also a member of Aurion’s senior team responsible for strategic direction and firm management. Prior to joining Aurion in 1994, Fahey was the vice-president, fixed income at Barclays McConnell, a Toronto based institutional investment manager. He holds a Bachelor of Commerce degree from McGill University and a Masters of Business Administration degree from Concordia University. He also is a Chartered Financial Analyst charterholder. Fahey is currently the Chairman of the Independent Review Committee of Canso Investment Counsel, a Richmond Hill based investment management firm. He also currently serves on boards of directors of both non-profit and investment counselling organizations. He has also served as a member of the executive committee of the Toronto CFA Society and the CFA Institute’s Presidents Council.


 




Colleen Falco

Colleen Falco

Colleen Falco is the director of human resources services at Niagara Casinos, where she has been part of the human resources team since 1997. Responsible for total rewards, wellness, safety and prevention, disability management and human resource information systems for this employer of 4,200, Falco has used her extensive experience in organizational development and program design to drive change in how compensation and benefits supports the business. Falco has held a number of human resources management positions in human resources operations; organizational development and learning and associate relations. Prior to that, she served as program manager for Hospice Niagara, where she was responsible for community based palliative care programs. Falco has participated on advisory boards for the Ministry of Long Term Care, Niagara College and is an active member of Hospice Niagara Board of Directors. Falco is a member of the Society for Human Resource Management (SHRM) and the Canadian Society for Training and Development (CSTD). Falco holds bachelor degrees in social studies (University of Ottawa) and education (Brock University) and has earned her Ontario Teaching Certification. Her focus on adult learning has made her a regular presenter at industry events, Niagara College and Brock University on both human resources and palliative care related topics.




 

Amanda Fickling

Amanda Fickling

Amanda Fickling is director, marketing and communications for Great-West Life Group Retirement Services. In this role, Fickling is a key member of the leadership team that oversees the administration of 18,000 group retirement and savings plans, as well as 1.3 million member accounts. With her team of talented professionals, she partners with others in GRS to support the driving of new sales and retention, growth in new market segments, investment solutions, first-to-market innovation, member engagement, brand visibility and thought leadership. She is a graduate of Western University with a Bachelor of Arts in English, and of Conestoga College, with a Diploma in Journalism. Her over 10 years with the Great-West Life organization include providing marketing expertise and leadership for both Freedom 55 Financial and the Canada Life organization. From her work with large networks of financial security advisors, she has gained a full understanding of the retail side of the Canadian savings marketplace, which she brings to the group experience.



 

Mitch Frazer

Mitch Frazer

Mitch Frazer is a partner and the chair of the Pensions and Employment Practice at Torys LLP. His practice focuses on all aspects of pension, benefits and employment law. He is the founder of the National Institute on Ageing at Ryerson University’s Ted Rogers School of Management, an Adjunct Professor at the University of Toronto Faculty of Law and a former Adjunct Professor at Osgoode Hall Law School at York University. Frazer publishes and speaks regularly on pension, benefits and employment law matters and has been interviewed on television, radio and in print. He is the author of A Practical Guide to Private Pension Plans in Canada published by Canada Law Book and the co-author with Ari Kaplan of the second edition of "Pension Law" published by Irwin Law. Frazer is a former chair of the International Pension and Employee Benefits Lawyers Association, the Canadian Bar Association Pension and Benefits Section and the Ontario Bar Association Pension and Benefits Section and the Association of Canadian Pension Management’s National Policy Committee and National Conference Committee. Over the past several years, Frazer has been named in Chambers & Partners' Chambers Global: World's Leading Lawyers for Business, The Client's Guide as a leading practitioner in pension and benefits law, in Lexpert/Thomson Reuters’ Canadian Legal Lexpert Directory as a repeatedly recommended practitioner in pensions and employee benefits and in Woodward White's Best Lawyers in Canada as a leading lawyer in employee benefits law. Frazer is also chair of Toronto French School’s Board of Directors, vice-chair of Ryerson University’s Board of Governors, a former vice-chair of the North York General Foundation Board and a former member of the Board of Trustees of the Ontario Science Centre. Frazer was named by Lexpert Magazine as one of Canada's leading lawyers under 40 and was the recipient of one of Precedent Magazine’s Inaugural Precedent Setter Awards, Wilfrid Laurier University’s MBA Outstanding Executive Leadership Award, North York General Foundation Chair’s Award, Western University Law School’s Ivan Rand Alumni Award and a Queen Elizabeth II Diamond Jubilee Medal.



 

Jessica Galopoulos

Jessica Galopoulos

Jessica Galopoulos is the healthy workplace coordinator for the Shine Employee Wellness Program at Hamilton Health Sciences (HHS). She has a bachelor of arts degree in honours health studies from McMaster University, and a master of public health degree from the University of Waterloo. Her mission at HHS is to promote a healthy workplace culture that will help employees achieve optimal well-being, enhance their quality of life and better serve patients. Galopoulos is a teacher at heart. She loves empowering those around her to become the absolute best they can be. That’s why educating people about how to handle money and achieve financial wellness excites her so much! She is also a personal trainer and shares her passion for wellness by coaching busy soccer moms, brides-to-be and hardworking professionals to work out smarter (not harder) and reach their fitness goals one healthy habit at a time. Although she loves to teach, Galopoulos also loves to learn. Whether she’s out for a walk, at the gym, cooking at home or commuting to work, Galopoulos is almost always listening to a podcast or audiobook. Her favourite topics include: personal finance, business and leadership, fitness and nutrition and spiritual growth. Beyond how she spends her work and leisure time, she mostly wants to be known as a loving wife, a grateful daughter and a loyal friend.





Alyssa Hodder

Alyssa Hodder


Alyssa Hodder
is a senior communications professional at Eckler Ltd. with 15 years of industry experience. Her current responsibilities span both client communications consulting and marketing/business development initiatives. Before joining Eckler in 2016, she was director, knowledge resource centre with Buck Consultants, responsible for building and maintaining an infrastructure to keep consultants and clients informed on legislative changes and industry developments. Prior to that, Hodder spent eight years as editor/managing editor of Benefits Canada—the country’s premier pension and benefits magazine—responsible for managing its print and online editorial operations, and responding to the diverse needs of the magazine’s readership within the pension, benefits and investment community. She also previously worked at Buck Consultants as a communications consultant with both internal and external client mandates. Hodder has completed the Canadian Securities Course, and she holds both a Master of Arts and a Bachelor of Arts from Queen’s University in Kingston, Ont. She is also a frequent moderator and speaker at industry events.






Janice Holman

Janice Holman


Janice Holman is principal and leader of the defined contribution consulting group at Eckler. Her unique professional background contributes to her expertise in all key areas affecting CAPs. Holman began her career in investments more than 20 years ago, as a fixed income analyst. She then worked directly with members as an education and communications manager, and spent several years with two leading insurance companies as an investment executive before joining Eckler over a decade ago. This broad range of experience allows her to provide clients with a comprehensive approach to DC consulting. Holman is passionate about helping clients and their members maximize the value of their CAPs. To achieve the best possible retirement outcomes, she works with clients to establish governance structures, create and refine plan design, select and monitor record keepers, develop and adjust investment offerings over time, and create compelling and engaging member communications. She works with some of the largest Canadian organizations and is committed to the CAP industry. She regularly contributes to industry publications, is a frequent speaker at industry conferences and has been a member of CPBI’s Ontario Regional Council and an instructor for the CEBS program through Humber College. Holman graduated from Bishop’s University with a Bachelor of Business Administration and holds the Chartered Financial Analyst designation (1999) and the Certified Financial Planner designation (2010).




Burk Humphrey

Burk Humphrey

Burk Humphrey is associate partner with Aon Hewitt. He has over 30 years of experience in the pension and investment industry and joined Aon Hewitt in 2013. He has worked with some of Canada’s largest retirement plans, providing service to companies, unions, boards of trustees and retirement plan investment committees. As a member of Aon Hewitt’s Retirement and Investment Consulting practice, Humphrey specializes in Capital Accumulation Plan consulting, providing clients with recordkeeper and investment selection and monitoring, as well as guidance on plan design, governance best practices, and mergers and acquisitions. For a number of years, he has been working with his clients to find innovative and customized solutions for plan administration, member communication, decumulation and investments. Humphrey has a degree from the Sauder School of Business at the University of British Columbia, and is a Past Chair of the Canadian Pension and Benefits Institute’s National Board. In 2014, he was inducted into the Canadian Pension and Benefits Institute’s Hall of Fame for his contribution to the industry. He is a frequent speaker on capital accumulation plan issues and has spoken at the Benefits & Pensions Summit, the Canadian Pension & Benefits Institute, the TE Wealth Advanced Financial Planning Conference, the Association of Canadian Pension Management and internal Aon Hewitt events.



  

Angela Lam

Angela Lam


Angela Lam
is a director of fundamental credit with OMERS Capital Markets. She has more than 25 years of investment experience in fixed income and private debt. She leads the private debt team which makes investments in various sectors including infrastructure, project finance, utilities, REITS and pipelines. Lam is a member of the credit committee which oversees a growing fundamental credit portfolio of more than $9 billion. OMERS Capital Markets manages the public investments for the OMERS pension plan, which has over $85 billion in assets under management and provides defined pension benefits to the more than 460,000 hard-working municipal government employees, retirees and beneficiaries throughout Ontario.




Isabelle Landry

Isabelle Landry

Isabelle Landry is principal and national practice leader, communication consulting with Morneau Shepell. She leads Morneau Shepell’s National Communication Consulting Practice. She has 20 years of experience planning, developing and executing communication strategies around all aspects of organizational and human resources changes. She has proven expertise in creating effective strategies designed to engage various audiences across generations in both the private and public sectors. Her expertise also includes the development of communication materials for various platforms, as well as meeting facilitation and project management. Landry has led many large projects for complex and/or global organizations, for example, for oil and gas – developed and implemented national communication strategy to support introduction of new retirement program and developed HR and total rewards branding to support HR strategy and improve attraction, retention and engagement. Landry has a Bachelor of Arts in journalism and political science from Concordia University and a change management certification from Prosci®. She is a member of the International Association of Business Communicators (IABC).


 

John A. Law

John A. Law


John A. Law
holds dual roles as both the global director of benefits, as well as the director of total rewards for the Americas at Pitney Bowes, the global e-commerce solutions company. As director of total rewards, Law he oversees the design and administration of benefits and compensation programs in Canada and Latin America; and as the global director of benefits, he has been responsible for the development of Pitney Bowes’s health and welfare strategy, and he provides governance and oversight on local and regional benefit plan designs, new program implementation and renewals for voluntary benefit plan offerings around the world. Pitney Bowes of Canada embarked on a journey of redesigning its voluntary benefit plan, a complex task requiring the achievement of a balance between both corporate and employee goals. Finding ways to improve the employee value perception of the available programs, while also ensuring the consistent use of current cost containment strategies, is not a single point-in-time exercise, but an ongoing process. Law and his team regularly review employee feedback and their plan experience; trying to dive well beyond the numbers in efforts to understand and satisfy the needs of the program stakeholders. With nearly 25 years of human resources management experience, Law has also held leadership HR roles in world-class organizations such as Sodexo Group, Citigroup, CIBC and Rogers Communications. He is very passionate in implementing strategies that improve the employee experience and well-being, drive stronger performance and engagement, and in turn, serve to enhance organizational value.


 

Gary LeBlanc

Gary LeBlanc

Gary LeBlanc is the chief executive officer of his company, Ikkuma Inc., where he is focused on living his purpose by helping people be SuperHuman. He is recognized as an international thought leader, and he coaches individuals towards finding their purpose. Although, LeBlanc found success in the corporate world, his former career as a vice-president for a Tier 1 company left him searching for his own purpose. When a close friend was diagnosed with cancer, LeBlanc realized that helping people live their best life was more than just an interest–it was his passion. Spending the better part of 20 years researching the latest diet, health and fitness trends, LeBlanc now empowers people to live their purpose. A McGill university engineering and master of business administration graduate, LeBlanc is also a certified coach practitioner, personal trainer and most recently, a published author, with his book titled Ikkuma: Evolution of Vitality. Between dreaming about SuperHumans, making awesome smoothies and researching, LeBlanc FaceTimes his beyond-cool niece and nephew. He is an in-demand speaker and author, who has now found his true purpose: helping you be your SuperHuman.





Alain Malaket

Alain Malaket


Alain Malaket
is chief executive officer for INBenefits (previously Multi-Sector Non Profit Benefit Plan Administrators), providing pension and benefits management and administrative solutions to clients. Malaket has more than 25 years of experience in the industry, having worked in third-party administration, consulting, as a pension regulator with FSCO and senior corporate roles. He has experience managing pension and benefit plans in both Canada and the United States, has served as chair of multi-employer pension plans and sat on advisory committees for FSCO.




Andrejka Massicotte

Andrejka Massicotte


Andrejka Massicotte
is the director of Canadian benefits and wellness in RBC’s corporate human resources pension and benefits group. Located in Toronto, she is currently responsible for the oversight of RBC’s Canadian benefit programs, representing over 58,000 active employees and 16,000 retirees. She also manages the wellness and employee assistance programs for 79,000 employees globally. Prior to her role at RBC, Massicotte spent over 10 years as a group benefits consultant at two Canadian consulting firms, working with clients on a broad range of issues, including active benefit plan management (design, pricing and financial management) and postretirement benefit valuation and design. Massicotte is also a fellow of the Society of Actuaries and a fellow of the Canadian Institute of Actuaries.




 

Althea Monteiro

Althea Monteiro

Althea Monteiro
is the current psychology professional practice lead at the Workplace Safety and Insurance Board (WSIB).  She is licensed to practice in the areas of clinical and rehabilitation psychology. Monteiro has worked in a variety of settings, specifically with somatic symptom disorder with predominant pain, Post-traumatic stress disorder, acquired brain Injury, severe mental illness and a variety of other mood and anxiety disorders.  She is interested in research on cultural factors impacting psychopathology and treatment, and training in rehabilitation psychology. 





 

Anne Nicoll

Anne Nicoll


Anne Nicoll is the vice-president of business development at Medavie Blue Cross. She has more than 25 years of experience in the health management field working with organizations across Canada to improve the value and impact of benefit solutions. In her role, Nicoll oversees the group business growth and client development strategy for Medavie Blue Cross. Nicoll and her team partner with clients and advisors to ensure plan sponsors achieve their benefit plan goals. She also oversees the organization’s drug management and group product solutions teams in support of Medavie’s vision to help shape the future of health care in Canada. Since joining the not-for-profit organization in 2013, Nicoll has contributed to Medavie Blue Cross’ growth, drawing on her broad level of experience gained through working with a variety of organizations including a national benefits consulting house, a private health care organization, and workplace insurance. Nicoll is a certified management consultant, and a licensed life and health insurance agent with an undergraduate degree in engineering and a master of business administration majoring in finance and strategic management. 

 


Mara Notarfonzo

Mara Notarfonzo

Mara Notarfonzo
is the director of HR operations and rewards at CAA South Central Ontario. In this role, she oversees the design, development and delivery of programs to enhance the organization’s overall value proposition to employees. Notarfonzo has more than 15 years of experience creating innovative programs that achieve business and people objectives. Her broad expertise spans all aspects of HR operations and rewards, including benefits, pension, disability management, compensation, wellness, recognition, and health and safety. Her collaborative approach and deep understanding of how rewards programs support business outcomes results in effective and sustainable programs that support the overall well-being of employees.

 


Joe Nunes

Joe Nunes


Joe Nunes
is president of Actuarial Solutions Inc, and has practiced in defined benefit pensions, defined contribution programs and retiree health plans for 30 years. He is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries. He is a graduate of the University of Waterloo. Nunes is a frequent contributor to the actuarial profession and actively participates in professional meetings. He contributes to organizations outside the profession where actuarial expertise is valued. In addition, he regularly shares his views on the pension industry through industry publications and events.

 


 




Marie-Hélène Pelletier

Marie-Hélène Pelletier

Marie-Hélène Pelletier is assistant vice-president, workplace health, integrated health solutions at Sun Life Financial. Throughout her career in business management and psychology, Pelletier has spearheaded a national dialogue on the crucial issue of workplace health. Her work continues to this day. In her current role at Sun Life Financial, Pelletier oversees the organization’s mental health strategy for its Canadian group clients. She also oversees the financial and physical health pillars of the company’s integrated health solutions mandate. Born and raised in Québec City and based in Vancouver, Pelletier brings a truly national perspective to her work. She also brings an inter-disciplinary approach to helping organizations and their employees thrive. She holds a doctorate in counseling psychology from the University of British Columbia and a master of business administration from the University of British Columbia Sauder School of Business. With her unique background in both psychology and business, she continues to evolve business and human resources strategies to critical new areas – most recently to the integration of financial, physical and mental health. She is a director on the board of International Association of Applied Psychology and past chair of the board and director at Dress for Success Vancouver, an international non-profit organization that promotes the economic independence of women. Pelletier’s work has earned her numerous academic and industry awards, most recently as recipient of the Industry Leadership Award from Benefits Canada.



 

Ruthann Pritchard

Ruthann Pritchard

Ruthann Pritchard is an institutional portfolio manager in the Global Asset Allocation (GAA) group at Fidelity Investments. In this role, Ruthann serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, and contributing to investment thought leadership in support of the team. She is also a principal liaison for portfolio management to a broad range of current and prospective clients and internal partners, providing detailed portfolio reviews and serving as a key conduit of client objectives, requirements, and marketplace insight back to the investment team. Ruthann’s focus is on Target Date strategies. Prior to assuming her current position in January 2014, Ruthann was vice president, investment consultant, in Personal Workplace Investments (PWI), a unit of Fidelity Investments, from 2006 to 2014. Before joining Fidelity in 2006, she was a vice president at JPMorgan Asset Management and JPMorgan Retirement Plan Services from 2000 to 2006, an associate investment consultant at Evaluation Associates from 1996 to 2000, and a research analyst at Target Investors from 1993 to 1996. Previously, Ruthann worked as an associate at First Boston from 1987 to 1991, and as an analyst/associate at Goldman Sachs from 1984 to 1987. She has been in the investments industry since 1984. Ruthann earned her bachelor of science degree in applied mathematics and mechanical engineering from Yale University. She also holds the Financial Industry Regulatory Authority (FINRA) Series 6, 63, 7, and 3 licenses.

 


 

Jason Riley

Jason Riley


Jason Riley
is the vice-president, finance for John Wiley & Sons Canada, Limited. He has been at Wiley for more than 17 years and in his current role for 10 years. In his current role, Riley oversees the finance function for the Canadian operation and serves as a director. He manages the corporate accounting, tax, reporting, compliance and treasury functions including serving as the pension plan administrator. As pension plan administrator, he balances the responsibilities for compliance and plan performance with protecting the needs of the members in retirement planning and he played a leading role in a recent redesign of the company pension plan structure with an eye to managing costs while maintaining a strong retirement benefit program. Riley remains active in the publishing industry having previously served for five years as the treasurer for the Canadian Publishers’ Council. He is also an advisory committee member for the accounting and finance program at Seneca College. Riley is a Certified General Accountant (CPA, CGA).

 



Mark Rolnick


Mark Rolnick

Mark Rolnick is the vice-president of payor partnerships and plan sponsor innovation at Shoppers Drug Mart. Rolnick is responsible for leading the strategy and development of innovative sustainable solutions to help employers manage their drug plans and improve the health and wellness of their employees. Rolnick and his team work in partnership with insurance carriers, benefits consultants and advisors to implement and execute these initiatives. Prior joining Shoppers Drug Mart, Rolnick spent over five years at Sun Life Financial in leadership roles within the group benefits product development area with a portfolio that included pharmaceuticals, disability, and health and wellness. Mark also spent over 11 years at AstraZeneca holding a number of roles with increasing responsibility including market access, sales, marketing, strategic planning, and business development. Rolnick practiced pharmacy for many years, and also has a master of science in health economics and a master of business administration.

 



Faisal Siddiqi


Faisal Siddiqi


Faisal Siddiqi is a principal and consulting actuary with Conduent Human Resource Services in Toronto.  He is the National Leader of the Wealth Practice which covers both the investment services and retirement services’ groups within Canada. He has been with the company since September 2010 and has been consulting on pension matters for over 25 years. In his role, Siddiqi specializes in pension plan accounting, design, funding, risk management, and special events for defined benefit and defined contributions plans (mergers, windups, conversions, acquisitions, and divestitures). Siddiqi has worked on pension plans in the multi-employer, public sector and private sectors.  He has helped many clients on the governance of their defined benefit and defined contribution arrangements to ensure company risks are minimized and pension committees operate using best practices. Siddiqi is a 1991 graduate of the University of Waterloo with a Bachelor of Mathematics degree in Actuarial Science with a minor in Statistics. Following graduation, he became a Fellow of the Society of Actuaries and Canadian Institute of Actuaries in 1996. He has participated in and is currently a member of many Society of Actuaries and Canadian Institute of Actuaries professional exam and pension industry committees: member of FSCO’s actuarial advisory panel, vice-chair of the CIA’s Practice Committee reviewing standards, and chair of the Society of Actuaries retirement exams on funding and investments. He is a frequent speaker at industry events (Benefits Canada, International Foundation, actuarial meetings), has taught on pensions at various post-secondary institutions, and has written many articles and blogs on pensions.



Jana Steele

Jana Steele


Jana Steele is a partner in the pensions and benefits group at Osler, Hoskin & Harcourt LLP. She has extensive experience regarding target benefit plans and other innovative plan designs. She has appeared as a pension expert on CBC’s former show, the Lang and O’Leary Exchange and on BNN and has published articles in numerous publications. Steele is a member of FSCO’s legal advisory committee and a former member of C.D. Howe’s Pension Policy Council and has been a guest lecturer at the University of Toronto law school, University of Calgary and York University. Steele is a frequent speaker and has given numerous seminars on pension issues and is frequently recommended in the Canadian Legal Lexpert Directory, has been recognized as a leading lawyer for employment benefits law in The Best Lawyers in Canada publication and is recognized for pension and benefits in Chambers Canada and Chambers Global.




Pamela Steer

Pamela Steer


Pamela Steer
is the chief financial officer at the Workplace Safety and Insurance Board (WISB), one of the largest insurance organizations in North America. She is also the vice chair of the Chartered Financial Analyst Society Toronto, treasurer of the Ontario Association of Naturopathic Doctors and sits on the advisory board of the University of Waterloo’s school of accounting and finance. Steer was recently appointed to the Global Advisory Council for the accounting for sustainability project under The Prince of Wales’s Charitable Foundation. She participates actively in her community through mentorship and has been honoured with a fellowship in her name at the University of Waterloo where the “Pamela Steer Fellow” is pursuing studies in the accounting and financial management program. Steer holds a master of accounting degree from the University of Waterloo, is accredited as a chartered accountant and holds the chartered financial analyst and Fellow of Chartered Professional Accountants designations. She lives in Toronto with her husband and young son.




Paul Sywulych

Paul Sywulych


Paul Sywulych is Morneau Shepell’s vice-president of enterprise innovation. In this capacity, he is responsible for developing integrative solutions which bring together the breadth of financial, physical, mental, and workplace health capabilities of the firm to maximize value for employees and employers. Sywulych has been with the firm for 22 years. Prior experience includes a key role in building Morneau Shepell’s North American benefits administration solutions and working with a broad range of public and private sector clients to implement benefit and pension administration solutions. He currently resides in Toronto, and continues to work with Canadian and international clients to fit their evolving needs.

 



 

Thomas Teahen

Thomas Teahen


Thomas Teahen
is the president and chief executive officer of the Workplace Safety and Insurance Board (WSIB). He has devoted most of his professional life to bringing together the interests of workers, employers and all Ontarians. Teahan began his career as a labour and employment lawyer. After nearly a decade of practice, his interest in public service led him to Queen’s Park, where he served as chief of staff to the minister of labour, and later the minister of education. In those roles, Teahan took a collaborative approach to a wide range of issues that are important to workers and employers across the province. He joined WSIB in 2010 as the chief of corporate services, leading seven business divisions. In 2013, Teahen returned to government, this time as chief of staff to the premier of Ontario. He led the development of all critical elements of the Government’s mandate, including the province’s fiscal plan and budget; and he forged strong relationships with key stakeholders across many sectors. A native of St. Marys, Ontario, Teahen has a bachelor of arts degree from the University of Western Ontario, and received his law degree from Queen’s University. He returned to the WSIB in 2016 as president and chief executive officer.



 

Don Thomson

Don Thomson


Don Thomson
oversees the strategic alliance partnerships for CAREpath. CAREpath is a Canadian healthcare navigation company that complements provincial health services and guides employees and their families to the right treatment, at the right time and at the right place. Offered as a group benefit, CAREpath has over 14 years of experience in navigating Canadians through the healthcare system.  Thomson, who also is president of SOS Resource Group, works closely with large employers, third-party administrators and insurance companies to help them integrate health services more effectively into their benefit plans and to help ensure better outcomes for plan members and their families. He draws on over 25 years of experience in medical and financial services and has participated in roundtable discussions regarding the future of health care in Canada. Thomson has been interviewed by The Financial Post, CBC Television and Radio, The Canadian Press, The Medical Post, Benefits Canada and The Insurance Journal




 

Karla Thorpe

Karla Thorpe


Karla Thorpe
is the director of prevention and promotion initiatives at the Mental Health Commission of Canada. In this role, she leads the Commission’s work in the areas of workplace mental health promotion, suicide prevention, recovery-oriented practice, housing and homelessness and first responders. Prior to joining the Mental Health Commission, Thorpe was a director with the leadership and human resources research division of The Conference Board of Canada, and she led the organization’s workplace health and wellness practice. Thorpe has a master of science in statistics from Queen’s University, as well as a bachelor of commerce from Carleton University.








Andrew Torres


Andrew Torres

Andrew Torres is founding partner and chief investment officer with Lawrence Park Asset Management. He is a 25-year bond market veteran who has built and run successful trading businesses in the largest financial centres around the world. Torres began his career in 1991 with TD Securities in Toronto. In 2000, he relocated to New York to launch a new corporate bond trading business. In 2004, while based in London, U.K., he was named vice-chair and Global Head of Credit Trading, overseeing a $30 billion trading and investment platform. In 2006, he joined Aladdin Capital as a Partner and Senior Portfolio Manager for their European Relative Value Credit Fund. After returning to Toronto with his young family in 2009, Torres founded Lawrence Park Asset Management as a boutique fund manager with a mission to provide smart global fixed income solutions to Canadian investors.





Sharon Vanderwerff


Sharon Vanderwerff


Sharon Vanderwerff
 recently joined the Sun Life Financial team in Western Canada. As regional vice-president, Western region, Vanderwerff leads a team of client relationship executives and sales professionals responsible for providing plan sponsors with dedicated service to ensure their plans run smoothly at all times – a keystone of the service offering from Sun Life Financial’s group retirement services. Vanderwerff has over 20 years’ experience in the pension industry, bringing extensive domain expertise to her role. Prior to joining Sun Life Financial, Vanderwerff was a senior consultant at a leading global human resources consulting firm.






Karen Voin


Karen Voin


Karen Voin
 is assistant vice-president of group benefits and anti-fraud at the Canadian Life and Health Insurance Association (CLHIA). In her current role, Voin provides leadership to assist in developing and advocating policy issues on behalf of the industry related to disability, drug, health and dental benefits, including electronic claims and anti-fraud issues. Voin joined CLHIA in 2011 and during this time has worked as director of health and dental policy, and more recently as director of anti-fraud and electronic claims prior to moving into her current role. Prior to joining CLHIA, Voin worked in several life and health insurance organizations in a leadership capacity primarily focused on health and dental claims, anti-fraud, and administration.





Matthew Williams


Matthew Williams


Matthew Williams
is the head of institutional and client service for Franklin Templeton Investments in Canada. Joining FTI in April 2013, he is responsible for setting and executing the institutional strategy, sales efforts and leading client service. He has more than 20 years of experience in the commercial activities of wealth and institutional investment management in Australia, Canada and across Asia. While in Asia, Williams advised sovereign and quasi sovereign institutions on the development of their pension models and wrote a regular investment column for the Hong Kong Economic Journal. Williams also lectured at the Securities Institute of Australia and contributed to various industry committees in Australia and Hong Kong. He is also a member of the Defined Contribution Institutional Investment Association (DCIIA) global committee. His industry experience is coupled with a Master of Commerce (majoring in financial planning) from the University of Western Sydney and an M.B.A. from Southern Cross University, Australia. He has also completed the Hong Kong Securities Course for Responsible Officers and the Canadian Securities Course.




 

To discuss the agenda, please contact Lauren Harris, Conference Editor by calling 647-638-5041

Location

The 2017 Benefits and Pensions Summit will take place at the Sheraton Centre Toronto Hotel, perfectly located near all of Toronto's attractions and connected to the financial and entertainment districts by way of the PATH, a 16-mile underground network of shops and services. More information about the venue can be found at http://www.sheratontoronto.com/.

Toronto Sheraton

Optional Dinner- April 11, 2017
Hy's Steakhouse

You must register in advance for the option dinner on the conference registration page.

Time: 5:30 p.m.
Address: 120 Adelaide Street West, Adelaide Room
Website: http://hyssteakhouse.com/gallery/?location=4

With further inquiries about the event please contact Joanne Boccia, Senior Event Manager, at Joanne.Boccia@tc.tc.