Canadian Annual

49th Annual Canadian Employee Benefits Conference

Sunday, November 20 - Wednesday, November 23, 2016
Hilton San Diego Bayfront, San Diego, CA
Conference begins in:

​Thank you to everyone who joined ups for the  49th Annual Canadian Employee Benefits Conference - it was a great success. Your source for the solid, straightforward education you need to make the decisions that​ are in the best interests of plan members and beneficiaries, t​he Annual Conference delivers updated legislative developments, the latest cost-saving ideas, creative approaches to new challenges and collaboration with your peers who are dealing with the same issues you face.​​

​2017 Dates Announced​

Conference Dates: August 20-23, 2017
Preconference Dates: August 18-20, 2017​

Though dates have been announced, the International Foundation is still working to finalize a new location. Additional details will be posted once they are available.

2017 Conference Update

The International Foundation was recently notified that the new convention center in Halifax will not be open in time to host the 50th Annual Canadian Employee Benefits Conference. Unfortunately, the existing conference center does not have the capacity to effectively host the program. 

The International Foundation Canadian Board and staff are diligently working on finding an alternate location that will deliver the premier education experience you expect. Additional details will be posted as soon as they are available. ​

​Benefits of Attending

Attend the Annual Conference to stay current with the latest regulatory and legislative changes, learn about approaches to improve your funds and network with others outside of your typical industry or trade.   

Who Should Attend​​

  • Multi-employer and public sector plan trustees
  • Administrators​
  • Lawyers
  • Accountants
  • Actuaries​
  • Investment managers
  • Others who provide services or who are involved in the overall management and investment of labour management pension and benefit trust funds in Canada.​

I would recommend this conference because of the first class, first hand education that is available for all to partake in.

Terry Morris Lingan Builders 1996 Ltd.


The Annual Conference features over 100 sessions carefully developed by active trustees and administrators along with the industry’s leading authorities in investments, fund management, legal and consulting businesses and top government and regulatory officials. ​View a complete listing of sessions and speakers and build your personalized conference agenda by clicking the Schedule Builder button below.

Schedule Builder

​Below is a sampling of the nearly 100 topics being offered at this year's Canadian Annual Conference:​

Governance/Fiduciary Responsibility

  • Making Boards Better: A Trustee's Guide to Increased Effectiveness and Governance
  • Why We Make Investment Decisions: The Good, the Bad and the Ugly
  • The Crystal Ball of Plan Projections

Health and Wellness/Group Benefits

  • Health and Welfare Trusts: Is Your Fund at Risk of Losing Its Status?
  • The Rising Power of the Consumer
  • Employee Wellness Programs in Canada: What Is the Evidence That They Can Make a Measurable Difference?

Pensions/Retirement Security

  • Prospects for the Canadian Economy in the Short and Long Run
  • Hiding Behind Assumptions: The Problems With Aggressive Assumptions
  • Troubled Waters: Managing Intergenerational Equity in Pension Plans


  • Legal and Legislative Developments Across Canada
  • Breakout sessions for Atlantic Canada, Central Canadan, Western Canada


  • Private Debt: An Asset Class That Cannot Be Ignored
  • Benchmarking for Alternatives
  • Making Sense of Investment Strategies


  • Cybersecurity
  • Finding and Fighting Fraud in Your Trust Fund
  • The Elephants Are in the Room!—Locating Missing and Lost Plan Participants


  • Technology: Good or Evil
  • Engaging the Younger Generation in the Workplace

Apprenticeship and Training

  • Using Online Accessibility and Gamification to Introduce Financial Literacy to Apprentices
  • Will You Be Ready for the Next Construction Upcycle?
  • Apprentice Recruitment and Retention: Investing Early to Ensure Future Success

Public Plans

  • Public Sector Pension Reform in PEI
  • Early Retirement in a World of Increasing Longevity
  • New Paths to DB Pension Plan Sustainability


  • Progressive Education Track for Trustees
  • "Bear Pit" Session for Trustees

Please note: Select pension and benefits sessions will be available in French.


Attend sessions by more than 100 speakers including: inspirational speakers, professors and other specialists. Below are the keynote speakers for this year's conference.​

Michael AbrashoffFormer U.S. Navy Commander,
Best-Selling Author
Diane Francis
Editor-at-Large, National Post;
Best-Selling Author;
Senior Fellow at Atlantic Council in Washington, D.C.;
Professor, Ryerson University Ted Rogers School of Management
John Helliwell, OC, D.Phil.
Senior Fellow, Canadian Institute for Advanced Research, Professor Emeritus of Economics, University of British Columbia​
Alvin Law, CSP, HoF
Storyteller, Motivational Rabble-Rouser, Attitude Provocateur

​Preconference Sessions

Arrive early and attend a preconference course or workshop​. Preconference content is specifically designed to address the critical elements of trust fund management while at the same time, foster both professional and personal development.​ [Learn More]

Preconference Sessions Include:

  • Foundations of Trust Management Standards (FTMS​​​™)
  • Advabced Trust Management Standards (FTMS​​​™) Session A or Session B
  • ATMS​​​ Continuing Education (CE) Quality Series

​Preconference Enrichment Workshops Include:

  • Financial Planning and Well-Being - Prepare for Your Future
  • Preretirement Workshop: Planning for a Secure and Healthy Retirement
  • Taming the Beast - Dealing With Difficult People

Connect with usfacebook-icon-white-red.pngfacebook-icon-white-red.pngfacebook-icon-white-red.png #IFCanAC​​​

Continuing Education

The Annual Conference is a great opportunity to fulfill your required credit hours. For full details and to request continuing education (CE) service, visit our continuing education webpage or contact the Continuing Education Department at (262) 786-6710, option 2; e-mail:

Continuing education credit is available for:

  • Insurance Agents
  • Lawyers
  • Paralegals (Ontario only)
  • Actuaries
  • HRPA (Human Resources Professionals Association)
  • Other Professionals

Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 10/10/2016 C $1,775.00 C $2,105.00
After 10/10/2016 C $2,025.00 C $2,355.00