canadian workplace pensions forum - 2015 brochure

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REGISTER NOW | 1-877-927-7936 | www.CanadianInstitute.com/Pensions EARN CPD HOURS @CI_Legal #CIPensions The Canadian Legal Network Top Speakers Mahmood Nanji Associate Deputy Minister, Ontario Retirement Pension Plan Administration Secretariat Ministry of Finance Martha Varinsky Assistant Vice President, Human Resources and Communications Healthcare of Ontario Pension Plan Dani Goraichy Vice President, Actuarial Services and Plan Policy OPSEU Pension Trust Evan Howard Vice President, Pension Management CAAT Pension Plan Lucie Dutil, FSA FICA Heather Wolfe Managing Director, Client Relationships Defined Benefit Solutions Sun Life Financial September 29–30, 2015 | InterContinental Toronto Yorkville Hotel The Canadian Institute’s Canadian Workplace Pensions Forum Co-Chairs Susan G. Seller Partner, Head of National Pension and Benefits Practice Bennett Jones LLP Mitch Frazer Partner, Chair of Pensions and Employment Practice Torys LLP Why You Should Attend Keep abreast of critical pension law reforms in Canada and Ontario Learn about best practices for plan governance and de-risking strategies from the executives of leading pension plans in Canada Enhance your pension member communication strategies to improve the financial literary and engagement of your members Build Sustainable Pension Plans in Light of New Pension Reform Media Partner:

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REGISTER NOW | 1-877-927-7936 | www.CanadianInstitute.com/Pensions

EARN

CPDHOURS

@CI_Legal #CIPensionsThe Canadian Legal Network

Top SpeakersMahmood NanjiAssociate Deputy Minister, Ontario Retirement Pension Plan Administration SecretariatMinistry of Finance

Martha VarinskyAssistant Vice President, Human Resources and CommunicationsHealthcare of Ontario Pension Plan

Dani Goraichy Vice President, Actuarial Services and Plan PolicyOPSEU Pension Trust

Evan Howard Vice President, Pension ManagementCAAT Pension Plan

Lucie Dutil, FSA FICA

Heather Wolfe Managing Director, Client RelationshipsDefined Benefit SolutionsSun Life Financial

September 29–30, 2015 | InterContinental Toronto Yorkville Hotel

The Canadian Institute’s

Canadian Workplace Pensions Forum

Co-ChairsSusan G. Seller Partner, Head of National Pension and Benefits PracticeBennett Jones LLP

Mitch Frazer Partner, Chair of Pensions and Employment PracticeTorys LLP

Why You Should Attend Keep abreast of critical pension law reforms in Canada and Ontario

Learn about best practices for plan governance and de-risking strategies from the executives of leading pension plans in Canada

Enhance your pension member communication strategies to improve the financial literary and engagement of your members

Build Sustainable Pension Plans in Light of New Pension Reform

Media Partner:

This program can be applied towards 9.5 of the 12 hours required for annual Continuing Professional Development (CPD) by the Law Society of Upper Canada. The 9.5 hours of CPD credits will include 2 Professionalism Hours and 7.5 Substantive Hours. Members will also receive 3 Substantive Hours for attending the post-conference Master Class.

This program has been approved by the Law Society of Saskatchewan for 9.5 CPD hours for the conference. The 9.5 hours of credits will include 2 Ethics Hours and 7.5 CPD Hours. Members will also receive 3 CPD hours for attending the post-conference Master Class.

The same number of hours may be applied toward your continuing legal education requirements in British Columbia.

The Barreau du Quebec automatically recognizes the same number of hours for this training activity, the latter having been accredited by another Law Society subject to MCLE.

Attendance at this program by members of the Law Society of Alberta may be submitted to the Law Society for Continuing Professional Development credits.

CO-CHAIRS

Susan G. Seller Partner, Head of National Pension and Benefits Practice, Bennett Jones LLP

Mitch Frazer Partner, Chair of Pensions and Employment Practice, Torys LLP

SPEAKER FACULTY

Mahmood NanjiAssociate Deputy Minister, Ontario Retirement Pension Plan Administration Secretariat Ministry of Finance

Michael LongSenior Policy AnalystPension Policy, Pension DivisionFinancial Services Commission of Ontario

Andrew Hatnay Partner, Pensions and BenefitsKoskie Minsky LLP

Jane DietrichPartner, Restructuring and Insolvency Cassels Brock & Blackwell LLP

Douglas Rienzo Partner, Pensions and BenefitsOsler, Hoskin & Harcourt LLP

Theresa Grosso Senior Counsel, Law Group, Royal Bank of Canada

Tejash (TJ) Modi Principal, Morneau Shepell Ltd.

Kim Ozubko Counsel, Pensions and BenefitsBlake, Cassels & Graydon LLP

Leanne Hull Senior Counsel, Legal, Corporate, and Compliance Group, BMO Financial Group

Evan Howard Vice President, Pension ManagementCAAT Pension Plan

Jana Steele Partner, Pensions and BenefitsOsler, Hoskin & Harcourt LLP

Ian EdelistPrincipal, Eckler Ltd.

Jo-Ann HannahDirector, Pensions and Benefits, Unifor

Mark Firman Associate, Pensions, Benefits, and Executive Compensation, McCarthy Tétrault LLP

Mariette Matos Counsel, Pensions and Benefits, Bennett Jones LLP

Andrea Boctor Partner, Pensions and BenefitsStikeman Elliott LLP

Heather Wolfe Managing Director, Client RelationshipsDefined Benefit Solutions, Sun Life Financial

Dani Goraichy Vice President, Actuarial Services and Plan Policy, OPSEU Pension Trust

Lucie Dutil, FSA FICA

Martha VarinskyAssistant Vice President, Human Resources and CommunicationsHealthcare of Ontario Pension Plan

Peggy McCallum Partner, Pensions and BenefitsFasken Martineau DuMoulin LLP

POST-CONFERENCE MASTER CLASS LEADERS

Jessica Bullock Partner, Pensions and Benefits Davies Ward Phillips & Vineberg LLP

Mary Picard Partner, Pensions and BenefitsDentons Canada LLP

The pension landscape in Canada continues to evolve as legislative changes across the country address concerns surrounding retirement readiness and the sustainability of employer-sponsored pension plans. Canada’s aging

workforce, low interest rates, and a volatile stock market are among the top challenges faced by plan administrators and sponsors today.

The Canadian Institute’s Canadian Workplace Pensions Forum, designed in tandem with a host of leading experts, promises to deliver timely discussions on pension reform in Canada.

PROGRAM HIGHLIGHTS:

Pension reform in Canada and the future of pensions

Critical updates on federal and provincial legislation

Emerging issues in pension and insolvency litigation

Best practices for plan governance and administration

Addressing alternatives in plan design

Developing effective pension member communication strategies

De-risking defined benefit plans

Marriage breakdown rules

Pension design from a union perspective

PRACTICAL COMPLIANCE TRAINING:

Extend your learning by joining us for a half day post-conference Master Class on Meeting your Fiduciary Duties. Leave equipped with practical compliance training on meeting common law and statutory requirements, managing conflicts of interest, facilitating retirement readiness, understanding and implementing the statement of investment policies and procedures (SIPP), and issuing statements for members and retired members.

Join us as we gather some of Canada’s top pension executives and experts to ensure that you have the critical information you need to meet your professional duties and responsibilities.

Register now and save $200! Reach us by calling 1-877-927-7936 or emailing [email protected].

CONNECT WITH US @CI_Legal #CIPensionsThe Canadian Legal Network

EARN

CPDHOURS

Media Partner:The Human Resources Professionals Association (HRPA) is the professional regulatory body and the professional association for Human Resources professionals in Ontario. It oversees more than 20,000 members in 28 chapters across the province. Its members represent over half of the organized HR community in Canada.

REGISTER AT 1-877-927-7936 (416-927-7936) or www.CanadianInstitute.com/Pensions

11:20 Pension Division Rules: Dealing with Spousal Entitlement

Douglas Rienzo Partner, Pensions and BenefitsOsler, Hoskin & Harcourt LLP

Theresa Grosso Senior Counsel, Law Group Royal Bank of Canada• Administration issues on marriage breakdown

- Defined benefit plans and defined contribution plans• Practical guidance on valuation, disclosure, and

division of pensions• Implications arising from Carrigan v. Carrigan Estate• Amendments to the Ontario Pension Benefits Act• Pension splitting rules for federally regulated companies• Recent cases and regulatory developments• Trends surrounding post-retirement divorces

12:20 Networking Luncheon for Speakers and Delegates

1:30 Best Practices for Plan Governance and Administration

ModeratorSusan G. Seller Partner, Head of National Pension and Benefits PracticeBennett Jones LLP

PanelTejash (TJ) Modi PrincipalMorneau Shepell Ltd.

Kim Ozubko Counsel, Pensions and BenefitsBlake, Cassels & Graydon LLP

Leanne Hull Senior Counsel, Legal, Corporate, and Compliance GroupBMO Financial Group

Evan Howard Vice President, Pension ManagementCAAT Pension Plan• Meeting your fiduciary obligations, whether you are

a pension committee member or board member• Ensuring that your governance model is appropriate• Overcoming challenges to good governance• Reflecting recent developments and addressing

necessary items in your governance policy• Do your investment policies and processes ensure

compliance and meet the prudence standard?• Understanding your oversight obligations respecting

member disclosure and communication • How shared governance can foster accountability,

transparency, and long-term plan sustainability

2:45 Networking Refreshment Break

3:00 Addressing Alternatives in Plan DesignJana Steele Partner, Pensions and BenefitsOsler, Hoskin & Harcourt LLP

7:45 Registration Opens and Refreshments are Served

8:45 Opening Remarks from the Co-Chair

Susan G. Seller Partner, Head of National Pension and Benefits PracticeBennett Jones LLP

9:00 Pension Reform in Ontario

Mahmood NanjiAssociate Deputy Minister, Ontario Retirement Pension Plan Administration SecretariatMinistry of Finance

Michael LongSenior Policy AnalystPension Policy, Pension DivisionFinancial Services Commission of Ontario• Ontario Retirement Pension Plan (ORPP)

- Understanding the implications for employers with existing pension plans

- Administering the ORPP and managing risks associated with the plan

• 2015 Ontario Budget and its impact on retirement security

• Investment Guidance Notes from the Financial Services Commission of Ontario (FSCO) - Prudent Investment Practices for Derivatives- Buy-In Annuities for Defined Benefit Plans

10:00 Networking Refreshment Break

10:20 Emerging Issues in Pension and Insolvency Litigation

Andrew Hatnay Partner, Pensions and BenefitsKoskie Minsky LLP

Jane DietrichPartner, Restructuring and Insolvency Cassels Brock & Blackwell LLP• The changing pension landscape and case law updates,

including General Motors of Canada Limited v. Ontario (Superintendent of Financial Services); Grant Forest Products Inc. (Re); and Nortel Networks Corp. (Re)

• Impact of case law on plan sponsors and administrators• Issues that continue to arise from Indalex• Noteworthy cases from the U.S.• What Stelco’s right to intervene in the Grant Forest

case could mean for pension law in Ontario

Day 1

September 29, 2015

CONNECT WITH US

• Provincial Updates:- Statement of Investment Policies and Procedures

(SIPP), coming into force on January 1, 2016: environmental, social, and governance factors (ESG)

- Legislative reforms in Alberta and British Columbia

10:00 Networking Refreshment Break

10:15 De-Risking Defined Benefit Plans

Moderator

Mitch Frazer Partner, Chair of Pensions and Employment Practice Torys LLP

Panel

Andrea Boctor Partner, Pensions and BenefitsStikeman Elliott LLP

Heather Wolfe Managing Director, Client RelationshipsDefined Benefit SolutionsSun Life Financial

Dani Goraichy Vice President, Actuarial Services and Plan PolicyOPSEU Pension Trust

Lucie Dutil, FSA FICA

• Sustainability of defined benefit pension plans• What to do when defined benefit plans are frozen

or closed• Converting defined benefit plans to defined

contribution plans• Purchasing annuities to reduce defined benefit plan

obligations• Impact of the new mortality table proposed by the

Actuarial Standards Board• Outsourcing investments: shifting longevity risk to an

insurance company when pensioners live longer than expected

• UK perspective: at the forefront of de-risking and governance

11:15 Do Your Pension Member Communications Strategies Meet the Mark?

Martha VarinskyAssistant Vice President, Human Resources and CommunicationsHealthcare of Ontario Pension Plan

Peggy McCallum Partner, Pensions and BenefitsFasken Martineau DuMoulin LLP• Disclosure requirements in pension member

communications• Revamping your communication strategies to increase

engagement of your pension members

Day 2

September 30, 2015

Ian EdelistPrincipalEckler Ltd. • Defined benefit plan versus defined contribution

plan debate• Target benefit plan: learning from the New Brunswick

experience• Status of target benefit plans elsewhere in Canada• Pooled registered pension plan• Ontario Retirement Pension Plan• Other plan design innovations

4:00 Negotiating with Unions on Plan Design

Jo-Ann HannahDirector, Pensions and BenefitsUnifor• Why defined benefit plans still make sense• Problems with defined contribution and target

benefit plans• The better way: an enhanced CPP and QPP

4:45 Closing Remarks from the Co-Chair Conference Adjourns

8:15 Refreshments are Served

8:45 Opening Remarks from the Co-Chair

Mitch Frazer Partner, Chair of Pensions and Employment Practice Torys LLP

9:00 Critical Update on Federal and Provincial Legislation

Mark Firman Associate, Pensions, Benefits, and Executive Compensation McCarthy Tétrault LLP

Mariette Matos Counsel, Pensions and BenefitsBennett Jones LLP• Federal Updates:

- Amendments to the Pension Benefits Standards Regulations, 1985 (Canada) including the federal investment regulations (FIR), coming into force on July 1, 2016

- Federal Budget 2015

@CI_Legal #CIPensionsThe Canadian Legal Network

SPONSORSHIP & EXHIBITION OPPORTUNITIESMaximize your organization’s visibility in front of key decision-makers in your target market. For more information, contact Director of Business Development Daniel Gellman at 416-927-0718 ext. 7389, toll-free 1-877-927-0718 ext. 7389 or by email at [email protected]

• Minimizing risk by educating pension members and providing better decision-making tools and support

• Implementing a program to transition pension members from accumulation to decumulation

• Embracing mobile technology to deliver customized pension member plans and options

12:15 Closing Remarks from the Co-Chair Conference Concludes

©The Canadian Institute, 2015

YES! Register the following delegate for the Canadian Workplace Pensions Forum

CONTACT DETAILS

PAYMENT DETAILS PLEASE ADD 13% HST TO ALL ORDERS

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PLEASE ADD 13% HST TO ALL ORDERS

COMPANIES (Fee Per Delegate)

o Program (on site) $1695 $1895

o Plus Add Post-Conference Master Class $595

o Live Webcast (Program Only) $1395

GOVERNMENT & UNIVERSITY PRICING (Fee Per Delegate)

o Program (on site) $1495 $1695

o Plus Add Post-Conference Master Class $595

All program participants will receive an online link to access the program materials as part of their registration feeo Pleaseaddacopyofthe*ProgramProceedingsoBINDER or oCD-ROMtomyorderfor$295+$22.95(S+H)+applicabletaxes*ProgramProceedingsarepublishedandshipped4weeksfromtheprogram

o IcannotattendbutwouldlikeinformationonpurchasingacopyoftheProgramProceedings

o Wire Transfer ($CAD)Please quote the name of the attendee(s) and the program code 308L16 as a reference.

Beneficiary: The Canadian Institute

Bank Name: HSBC / Account #: 055319-001

Address: 150 Bloor St, Suite M100, Toronto, ON

Swift Code: HKBCCATT / Transit #: 10362 / Bank #: 016

ADMINISTRATIVE DETAILS

VENUE: InterContinental Toronto Yorkville HotelADDRESS: 220 Bloor Street West, Toronto, ONTEL.: 416-960-5200

Hotel ReservationsFor information on hotel room availability and reservations, please contact the InterContinental Toronto Yorkville at (416) 960-5200 and request the ‘Canadian Institute’s Corporate Rate’. To book online, please go to www.toronto.intercontinental.com. Enter your Arrival and Departure dates, then click the “Check Availability” icon. Click on the Corporate ID icon (located just below the Rate Preference field), enter code #100209681, and click apply. Select your Room type preference and complete your reservation with your information. Please know rates are available on a first come, first served basis.

Registration FeeThe fee includes the program, all program materials, coffee breaks and lunches.

Payment PolicyPayment must be received in full by the program date to ensure admittance. All discounts will be applied to the Program Only fee (excluding add-ons), cannot be combined with any other offer, and must be paid in full at time of order. Group discounts available to 3 or more individuals employed by the same organization, who register at the same time. For more information on group rates, please call 1-877-927-7936.

Cancellation and Refund PolicyYou must notify us by email at least 48 hrs in advance if you wish to send a substitute participant. Delegates may not “share” a pass between multiple attendees without prior authorization. If you are unable to find a substitute, please notify The Canadian Institute in writing no later than 10 days prior to the program date and a credit voucher will be issued to you for the full amount paid. Credit Vouchers are valid for 1 year and are redeemable against any other program by The Canadian Institute. If you prefer, you may request a refund of fees paid less a 25% service charge. No credits or refunds will be given for cancellations received after 10 days prior to the program date. The Canadian Institute reserves the right to cancel any program it deems necessary and will, in such event, make a full refund of any registration fee, but will not be responsible for airfare, hotel or other costs incurred by registrants. No liability is assumed by The Canadian Institute for changes in program date, content, speakers or venue.

Call 1-877-927-7936 for Group or Special Industry Pricing Options

CALL, EMAIL, VISIT OUR WEBSITE, OR REGISTER BY MAILING/FAXING FORM BELOW: PROGRAM CODE: 308L16-TOR

To receive exclusive discounts, program updates and offers, join our email list at www.canadianinstitute.com/emaillist

POST-CONFERENCE MASTER CLASSSeptember 30, 20151:30 – 4:30 pmRegistration Opens at 1:00 pm

MEETING YOUR FIDUCIARY DUTIESJessica Bullock Partner, Pensions and Benefits Davies Ward Phillips & Vineberg LLP

Mary Picard Partner, Pensions and Benefits Dentons Canada LLP

• Exactly who is required to adhere to a fiduciary legal standard? When is it not required to adhere to a fiduciary legal standard?

• Is a fiduciary legal standard required when deciding how to comply with the new Ontario “environmental, social and governance” requirements for statements of investment policies and procedures (SIPPs)?

• Does the fiduciary standard require a “funding policy” for a pension plan?

• Does “meeting your fiduciary duties” really matter in the real world? Has anyone been challenged for not complying with their fiduciary obligations?

1175580

ATTENTION MAILROOM: Ifundeliverabletoaddressee,pleaseforwardto: Counsel,Partner,PensionDirectororManager,Board/CommitteeMember,Actuary,HR,FinancialAdvisor

5 Easy Ways to Register

PHONE: 1-877-927-7936 or 416-927-7936

EMAIL: CustomerService@ CanadianInstitute.com

ONLINE: www.CanadianInstitute.com/ Pensions

FAX: 1-877-927-1563 or 416-927-1563

MAIL: The Canadian Institute 1329 Bay Street, Toronto Ontario M5R 2C4

Toexpediteyourregistration,pleasementionyourRegistrationCode

308L16.S

The Canadian Institute’s

WHO SHOULD ATTEND Pension plan administrators

and managers

Pension plan sponsors

Executives of pension boards

Executives of pension plan investment committees

Pension lawyers

In-house counsel

HR directors and vice-presidents

Directors and managers of pensions

Financial officers and directors

Pension consultants

Retirement and group annuity service providers

Provincial and federal pension regulators

Union business managers and trustees

Pension fund investment specialists

The Canadian Institute’s

Canadian WorkplacePensions ForumBuild Sustainable Pension Plans in Light of New Pension Reform

September 29–30, 2015InterContinental Toronto Yorkville Hotel

TOP REASONS TO ATTEND1 LEARN from and network with interdisciplinary experts

in an interactive forum

2 GAIN insight into plan designs adopted by various jurisdictions across Canada

3 KEEP ABREAST of critical pension law reforms in Canada and Ontario

4 ENSURE best practices for plan governance and administration at your organization

5 INSULATE your company by learning how to de-risk your pension plan

Canadian WorkplacePensions ForumBuild Sustainable Pension Plans in Light of New Pension Reform

September 29–30, 2015 | InterContinental Toronto Yorkville Hotel