Plan Sponsor Week

August 10-13, 2020

PLAN SPONSOR WEEK

August 10-13, 2020

 

Plan Sponsor Week is a four-day virtual event hosted by Benefits Canada and the Canadian Investment Review. Designed for Canadian benefits and pension decision-makers, the event will provide valuable insights from industry thought leaders on developments in the design and delivery of group benefits and retirement programs for a changing workforce.

 

Continuing education (CE) credits will be applied where applicable.

 

FOR SPONSORSHIP OPPORTUNITIES
FOR AGENDA
INFORMATION
FOR REGISTRATION INFORMATION

 

Francesca Allman
francesca.allman@tc.tc

Robert Martins
robert.martins@tc.tc

Cassandra Williamson-Hopp
cassandra.williamson-hopp@tc.tc
Katerina Galkina
katerina.galkina@tc.tc


Join the conversation @BenCanMag @InvestReviewCA


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PLAN SPONSOR WEEK

August 10-13, 2020

 

Please note: the agenda is subject to change.

*All times reflect Eastern Standard Time

 

Aug. 10: Group benefits day

11:30 a.m. – 12:00 p.m.
Rising to globally mobile workforce needs in the new normal

The coronavirus pandemic has transformed both home and work life, while also impacting employee well-being. This is true for globally mobile employees that are situated overseas and face more personal and professional challenges than their domestic peers. Organizations need to take care of these employees, especially during this challenging time. During this session, Nancy Brown will address this new reality and how it impacts these workers by drawing perspectives from MetLife’s 18th annual U.S. employee benefit trends study. She will help attendees gain valuable insights into the current state and work-life balance expectations, how holistic health has become a necessity and what programs and strategies are necessary for the success of expat benefits plans.

Speaker:
Nancy Brown, national sales director, Canada, MetLife Worldwide Benefits

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12:00 – 12:30 p.m.
Plan simulation: Data in the driver’s seat
Lack of data integration is a serious pain point when it comes to illustrating the full picture in benefits management. In most cases, benefits data sits in silos and is often manually collected and manipulated to derive valuable information about a benefits plan. What if it didn’t need to be this way? Plan sponsors require a sophisticated method of tracking program cost drivers and future employee health risks, not to mention the sustainability of the current benefits plan. During this session, Shawn O’Brien will help attendees learn how to harness the power of data to better understand and leverage the goldmine they possess.

Speaker:
Shawn O'Brien, principal, data enablement and drug, health, dental product roadmap, TELUS Health

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12:30 – 1:00 p.m.
Q&A with Scotiabank’s Simone Reitzes
Scotiabank, a double winner at Benefits Canada’s 2019 Workplace Benefits Awards, has nearly 40,000 employees across Canada and 97,000 globally, serving customers in North America, Latin America, the Caribbean, Central America, Europe and Asia-Pacific. During this Q&A, Simone Reitzes will discuss supporting global employees, mental health and workplace diversity, as well as benefits plans in the age of coronavirus and beyond.

Speaker:
Simone Reitzes, vice-president, global pension and benefits, Scotiabank


 

Aug. 11: Defined contribution pension day


11:30 a.m. – 12:00 p.m.
Session to be announced

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12:00 – 12:30 p.m.
Session to be announced

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12:30 – 1:00 p.m.
Q&A with Rogers Communications’ Jason Traetto and Mureth Rhone
Telecommunications and media giant Rogers Communications Inc. has about 25,000 employees and provides wireless communications, cable television, telephone and internet connectivity across Canada. During this Q&A, Jason Traetto and Mureth Rhone will discuss moving from a defined benefit to a defined contribution plan and keeping employees engaged in their retirement savings.

Speakers:

  • Jason Traetto, director, benefits, wealth and recognition programs, Rogers Communications Inc.
  • Mureth Rhone, senior manager, benefits and wealth, Rogers Communications

 

Aug. 12: Defined benefit pension day


11:30 a.m. – 12:00 p.m.
Q&A with HOOPP’s Jeff Wendling

The Healthcare of Ontario Pension Plan manages $94.1 billion in net assets and serves Ontario’s hospital and community-based health-care sector, with more than 590 participating employers and more than 381,000 active, deferred and retired members. During this Q&A, Jeff Wendling will discuss a broad array of topics, including how the fund has navigated past economic crises, what’s different this time and how it’s managing investments through the pandemic with a focus on the long term. The conversation will dig into the HOOPP’s investment strategy and span asset classes, including private markets.

Speaker:
Jeff Wendling, president and chief executive officer, HOOPP

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12:00 – 12:30 p.m.
Session to be announced

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12:30 – 1:00 p.m.
Q&A with UBC IMANT's Dawn Jia
The UBC Investment Management Trust Inc. manages just over $4.4 billion, including approximately $1.8 billion in assets for the UBC Staff Pension Plan. During this Q&A, Dawn Jia will provide an overview of the UBC IMANT and its target-benefit plan, investment strategy and how it fared through the coronavirus crisis. She will dig into the challenges of managing investments through the market turmoil and speak to how the fund approached rebalancing decisions. Further, as the lower interest rate environment is likely to remain after the coronavirus, Jia will share how the UBC IMANT is positioning itself for the future.

Speaker:
Dawn Jia, president and chief executive officer, UBC IMANT


 

Aug. 13: Group benefits day


11:30 a.m. – 12:00 p.m.
Session to be announced

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12:00 – 12:30 p.m.
Can't sleep, can't work: Understanding and treating insomnia in the workplace
Session description to come

Speaker:
Atul Khullar, medical director, Northern Alberta Sleep Clinic
(This session has been made possible by Eisai)

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12:30 – 1:00 p.m.
Q&A with WSP Canada’s Chantelle Tadman
WSP Canada Inc., which was recognized for its benefits plan communications at the 2019 Workplace Benefits Awards, is a management and consultancy services provider with more than 8,000 employees. During this Q&A, Chantelle Tadman will discuss engaging employees with their benefits plan, focusing on plan design and what’s coming up next.

Speaker:
Chantelle Tadman, senior benefits analyst, WSP Canada


PLAN SPONSOR WEEK

August 10-13, 2020

 

EVENT SPEAKERS

 

Nancy Brown

Nancy Brown

Nancy Brown leads MetLife Worldwide Benefits’ sales and business development activities in Canada via Voyageur Global Benefits expatriate group benefits offerings. She oversees collaborative efforts with Canadian partners while driving strategic growth inside the Canadian marketplace for global employers seeking to provide world-class expatriate solutions to their employees. Brown joined the MetLife Worldwide Benefits team from the MetLife Americas division as global engagement director where she drove the effort to develop the U.S. broker white space through market intelligence initiatives. Prior to that role, Brown served as a national accounts executive for the MetLife auto and home retail division where she was responsible for growth and profit objectives through national affiliations and distributors. She started her career in 2002 with MetLife and has more than 20 years of progressive, consultative sales and solutions-delivery experience. Brown holds a bachelor of science degree from Post University and a masters of business administration from the University of Hartford.  


Dawn Jia

Dawn Jia

As the president and chief executive officer of UBC Investment Management Trust Inc., Dawn Jia is responsible for the overall investment activities and monitoring of the portfolios under IMANT’s oversight. She also oversees the operations of IMANT and provides strategic and operating objectives to the organization. Prior to joining IMANT, Dawn was a senior portfolio manager at the Canada Pension Plan Investment Board. At CPPIB, Dawn and her team were responsible for ensuring that the total portfolio delivered on its overall mandate, by rebalancing it to the desired systematic exposures. Before Dawn joined the CPPIB in 2013, she was vice-president and head of active equity for North America at State Street Global Advisors. Previously, she was an equity portfolio manager at Barclays Global Investors and a quantitative strategist at CIBC World Markets. Dawn is a member of the Investment Committee of the Board of Ontario Hospital Association; she also serves on the advisory board of Western University’s Master of Financial Economics program. Dawn received her MBA from the Ivey Business School and an MS in Engineering from Tianjin University in China. She is also a CFA charter holder.


 

Dr. Atul Khullar

Dr. Atul Khullar

Dr. Atul Khullar is a psychiatrist and sleep specialist who specializes in the combined management of sleep, mood/anxiety and attention deficit disorders. He also has a strong focus on the interactions of obesity, sleep apnea and mental illness. Most recently, he obtained expertise in the appropriate clinical use of medical cannabis in sleep and mental-health disorders. Dr. Khullar completed his medical school and residency at the University of Alberta, as well as a sleep and mood/anxiety disorders fellowship at the University of Toronto. Part of his fellowship included the interactions between adolescent sleep and mood disorders and he has additional pediatric sleep medicine training from the University of Pennsylvania. He is board certified in psychiatry and sleep medicine in both Canada and the United States, is a fellow of the American Academy of Sleep Medicine and a clinical associate professor at the University of Alberta. Actively involved in research, Dr. Khullar has given more than 500 invited presentations to public and professional audiences worldwide. He’s chaired a number of national CME programs in his specialized areas and is involved in guideline development for the management of co-morbid sleep disorders both provincially and nationally. Currently, he’s the medical director of the Northern Alberta Sleep Clinic in Edmonton. Dr. Khullar is also a senior consultant on topics related to the interaction between mood, anxiety, attention and sleep for the Grey Nuns Hospital, the Edmonton Oilers, and MedSleep, a Canada-wide network of community sleep clinics. He has also worked with the Canadian Winter Olympic team in the past. In his spare time, Dr. Khullar takes road trips around the world to explore his interest in various sports, as well as 20th century political and social history, specifically World War II and the Korean War.


Shawn O'Brien

Dr. Atul Khullar

Shawn O’Brien is principal of data enablement and drug, health, dental product roadmap at TELUS Health. He oversees both product (health insurance and pharma analytics) and development teams while leveraging TELUS Health's business intelligence and data warehouse platform. O’Brien has nearly 25 years of experience in employee benefits consulting and group insurance/pharmacy benefit management. Prior to joining TELUS Health, he managed the business analytics practice of a large global HR consulting firm and has also held various leadership positions with major Canadian insurers. Today, he partners with carriers to develop analytics that help employers better manage their plans by identifying key cost drivers, trends and benefit optimization opportunities.


Simone Reitzes

Simone Reitzes

Simone Reitzes is vice-president of global pension and benefits at Scotiabank, where she currently leads the global pension and benefits team in HR. She also has oversight of financial reporting for the bank's global pension obligations, as well as the HR strategy for pension, benefits and well-being programs for almost 100,000 employees around the world. Reitzes leadership and vision in advancing Scotiabank’s global employee well-being strategy have made a significant impact on the physical, emotional and financial well-being of employees. She has progressed the bank’s agenda in a number of key areas, including gender-equity advancement, mental health, financial literacy and total well-being. Before joining Scotiabank in 2013, Reitzes spent the first part of her career in professional services with a multinational consulting firm. As an actuary, she consulted to private and public sector clients on the unique challenges associated with the holistic management of pension plan sponsorship. Her areas of specialization included pension plan design, asset liability risk management, financial reporting and balance sheet management, employee communications and change management strategy. Reitzes has a Bachelor of Mathematics from the University of Waterloo, is a fellow of the Society of Actuaries and a fellow of the Canadian Institute of Actuaries. She recently completed a strategic analytics certificate at Smith School of Business at Queen’s University.


 

Mureth Rhone

Mureth Rhone

Mureth Rhone is senior manager of benefits and wealth programs at Rogers Communications Inc., a telecommunications and media company with 26,000 employees across Canada. In her current role, Rhone is responsible for the compliance and governance of the company’s defined benefit and defined contribution pension plans, member communications, innovation, SME consulting with business partners, vendor relationship management and the management of strategic initiatives, including the implementation of a new DC pension plan. Before moving into a program management role, Rhone led the administration of the company’s pension plan and other wealth accumulation programs. Previously, she was responsible for client relationship management for pension clients in Jamaica. She holds a bachelor of science in management studies and accounting from the University of the West Indies in Jamaica, as well as a CEBS designation through the International Foundation of Employee Benefit Plans.


 

Chantelle Tadman

Chantelle Tadman

Bio coming soon.


 

 

 

 

 

 

Jason Traetto

Jason Traetto

Jason Traetto is the director of benefits, wealth and recognition programs at Rogers Communications Inc. In addition to leading a team of benefits, wealth and recognition professionals, he’s responsible for program design, strategy, cost, communication and education, analytics and provider relationships and operations. Through 14 years in the industry, Traetto has led many strategic change initiatives, including freezing DB pension plans, opening DC pension plans, redesigning group benefits programs and several provider changes. His passion for member experience and innovative communications has led to the successful implementation of these projects, as well as industry recognition, including Benefits Canada’s Workplace Benefits Awards (for best benefits plan communications) and the International Association of Business Communicators (awarded two Gold Quills for internal communications and human resources and benefits communications). Traetto has a bachelor of commerce degree from Ryerson University and a group benefits associate designation through the International Foundation of Employee Benefit Plans.


 

Jeff Wendling

Jeff Wendling

Jeff Wendling became president and chief executive officer of the Healthcare of Ontario Pension Plan on April 1, 2020. He has 30 years of investment management experience and has been with the HOOPP since 1998. Prior to his appointment as CEO, he served as the HOOPP’s executive vice-president and chief investment officer since 2018. Before that, he spent more than six years as co-CIO. Wendling began his career at the HOOPP as a senior portfolio manager on the public equities team. He's a proven leader of a large and sophisticated management team and has spearheaded the fund through a variety of market environments. Wendling was also heavily involved in developing the HOOPP’s liability-driven investing approach. This approach, coupled with solid investment results, has allowed the HOOPP to maintain its strong funded position, keeping plan pricing stable while providing benefit improvements to plan members. Wendling earned his BA in economics and his MBA from the University of Toronto and holds the chartered financial analyst designation. He's also a board member of the Canadian Coalition for Good Governance and is the chair of its public policy committee.


PLAN SPONSOR WEEK

August 10-13, 2020

 

Frequently Asked Questions:

Q: Is this event free?
A: Yes, this event is free.

Q: Do I have to download any software to be able to watch this event?
A: No, the platform is web-based, and you can access it from most devices.

Q: Which browser is most compatible with the platform?
A: We recommend using Firefox or Google Chrome.

Q: How do I access the virtual event platform?
A: We will send you a link to the Plan Sponsor Week virtual event platform a few days before the event goes live.

 

Please make sure to access the platform using the same email address that you registered with, otherwise you won't be able to enter.

Important: we will be sending regular email reminders leading up to the event date(s) that you have selected to attend. Please be aware that your registration is non-transferable.
If you have any questions, please contact Katerina Galkina at Katerina.galkina@tc.tc