Benefits & Pension Summit

April 28, 2020
Sheraton Centre, Toronto

2020 Benefits & Pension Summit


Ramping up engagement and the health-wealth connection
As today’s workforce is increasingly focused on employee wellness, the impact of financial stability on chronic conditions and overall health is now under the microscope. It’s more important than ever for employers to understand connection — not only between well-being and wealth, but also when it comes to employees’ engagement with their benefits and pension plans. What can plan sponsors do to ensure their members are well-educated financially and supported with the right access to medications? How can employers help plan members take full advantage of their plan offerings?

How much does it cost?
$249 plus tax.

Should I attend?
This full-day conference is designed for plan sponsors who make decisions on both their employee benefits and defined contribution pension plans. It will include breakfast, lunch and networking breaks.

Continuing education (CE) credits will be offered at this event.



Francesca Allman

Cassandra Williamson-Hopp
Katerina Galkina


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Untitled Document

Benefits & Pension Summit

April 28, 2020
Sheraton Centre, Toronto

Please note: this agenda is subject to change.

You’ve got mail... and more mail... and more mail: The cost of connection and creating healthy employees/cultures in the digital age
Many employers implement family-friendly policies, such as flex time and compressed work weeks, but do not get the desired results. This can be attributed to the fact that we now live in a culture which focuses on hours of work, not output; plan sponsors and members are tethered to work by their mobile devices and expected to respond to email on a 24/7 basis. In this session, Dr. Duxbury will provide an examination of the relationship between email use and a number of well-being indicators by using data to show why employers and employees should work together to address overuse and misuse of email as a communicative form. This session will also discuss a number of suggestions about how to 'untether' plan sponsors and members from their devices.

Dr. Linda Duxbury, professor, Carleton University


Geopolitical risk and global markets
In this session, Charles Myers will discuss his predictions on the geopolitical environment and risks facing asset managers. Myers will address the implications of the Trump presidency on foreign trade, the global debt crisis, big-tech regulation and more. He will also outline his predictions for the 2020 U.S. Democratic primary and general election. As a senior member of the finance committees on the 2008 and 2012 Obama presidential campaigns, as well as Hillary Clinton's presidential campaign in 2016, Myers brings a singular perspective to these interconnected issues.

Charles Myers, founder and chairman, Signum Global Advisors


Highlighting the health-wealth connection in the 2020 CAP Member Survey
As Canadians face a changing pension landscape and competing financial priorities, they’re increasingly recognizing the connection between financial and mental well-being. While this year’s CAP Member Survey will trace Canadian capital accumulation plan members’ retirement readiness, delving into plan design, enrolment and education, it will also highlight employees’ financial priorities and how they tie into their mental health. This session will feature a panel of industry experts discussing the survey’s findings and highlighting key takeaways for CAP sponsors.

Joe Nunes, executive chairman, Actuarial Solutions Inc.

To be confirmed.


Remaining sessions to be posted shortly.

2020 Benefits & Pension Summit Speakers

April 28, 2020
Sheraton Centre, Toronto


Derek Weir

Linda Duxbury is a professor at Carleton University’s Sprott School of Business. She received a master’s degree in chemical engineering and a PhD in management sciences from the University of Waterloo. Within the past decade she has completed major studies on balancing work and family in the public, private and not-for-profit sectors. Dr. Duxbury’s currently conducting research, which evaluates the organizational and individual impacts of e-mail, mobile telephones, telework, flexible work arrangements, change management and what makes a ‘supportive’ manager. She has completed four national studies (1991, 2001, 2012, 2016) on work-life balance in which more than 100,000 Canadian employees participated. Within the business school at Carleton, Dr. Duxbury teaches MBA and PhD courses in managing change as well as the MBA course in organizational behaviour. Dr. Duxbury has published widely in both the academic and practitioner literatures in the area of work-family conflict, change management, supportive work environments, stress, telework, the use and impact of office technology, managing the new workforce and supportive management.  She’s also given more than 400 plenary talks on these issues to public, private and not-for-profit sector audiences. She also works extensively with policing services in Canada and across the globe, focusing on work-life and well-being issues within police services, sustainability of the police and how best to introduce change within police services. Dr. Duxbury’s also undertaking research with police services on how best to demonstrate the value of police work within communities. The author of two books, Dr. Duxbury’s received numerous awards throughout her academic career for her research, teaching and leadership within the community. She is also a well-known public speaker, delivering major talks related to work-life issues around the world.


Derek Weir

Charles Myers, founder and chairman of Signum Global, has more than 20 years of American political and electoral experience advising candidates in presidential, senate, house of representatives, gubernatorial and mayoral races – including Hillary Clinton’s 2016 campaign. He also has 25 years of experience in global financial markets. As Signum Global's chairman, Myers works with financial institutions and multi-national businesses to anticipate and assess policy agendas and announcements. His areas of expertise include American foreign policy and the implications of the Trump presidency worldwide. Further, Myers forecasts global trade policy, energy dynamics and regulation within the financial, energy and technology sectors in America, Europe and the UK. Formerly vice-chairman of Evercore ISI, he was the founding partner and head of the institutional equities business. Prior to that, Myers served as global head of equities and board member at Fox-Pitt, Kelton. He currently resides on the board of trustees for both the Central Park Conservancy and the mayor’s fund for New York City – and previously, he served on the NYC host committee for the 2016 democratic convention. Myers has a bachelor’s degree from Amherst College in Massachusetts and a post-graduate degree in philosophy from Cambridge University. He lives in NYC with his four children.


Event Location

The 2020 Benefits & Pension Summit will take place at the Sheraton Centre, Toronto.

Visit the Sheraton Centre Toronto Hotel website for more information

123 Queen St W, Toronto, ON M5H 2M9

Sheraton Centre Toronto