Agenda
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4:45 PM - 6:30 PM
Session ID: KNA
OPENING SESSION—The Inclusion Revolution: When We Choose to Include, We All WinCategory: Keynote
Location:
Together, we thrive when we embrace the power of inclusion. Drawing from my own experiences, I illustrate how each of us—whether as individuals or as part of an organization—can actively choose to foster a culture of inclusion.
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Chantal Petitclerc, CC, CQ, MSM
8:00 AM - 9:15 AM
Session ID: KNB
KEYNOTE SESSION—TRUST Starts With You—A Blueprint for ExcellenceCategory: Keynote
Location:
Trust is in crisis, and earning trust has never been more imperative than it is now. Trust reduces risk, improves culture and increases innovation to prepare for an uncertain future. Master the five qualities that set trusted leaders apart from the rest:
- T ransparent communication—Learn how to establish stability and security in times of uncertainty without overcommunicating or micromanaging.
- R espect for self and others—Discover how best to use emotional intelligence in life’s most challenging moments.
- U nimpeachable decisiveness—People do not trust the indecisive or constant change in direction. Learn proven strategies to take you and your team from chaos to cohesion.
- S elf-confident communication cues that increase rapport and decrease conflict anywhere, anytime.
- T act and compassion—Why these traits are scientifically proven to inspire your people to take risks and push beyond their self-imposed limits.
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Pamela Barnum, M.P.A., J.D.
8:00 AM - 9:15 AM
ID de la session: FR01
De 60 Minutes à TikTokCatégorie: Français
Salle:
Comment la communication politique et la couverture politique ont-elles évolué depuis 50 ans? Jusqu’à quel point les stratégies pour faire passer efficacement les messages ont-elles changé dans le demi-siècle? Comment le journalisme politique s’est adapté, passant d’un monde dominé par les médias de masse dits « traditionnels » à un environnement éclaté de médias sociaux et de nouvelles plateformes? Martine St-Victor, stratège en communications et directrice générale d’Edelman Québec, et Yves Boisvert, chroniqueur au quotidien La Presse, répondent à ces questions.
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Martine St-Victor
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Yves Boisvert
9:30 AM - 10:30 AM
Session ID: MP01
FEATURED SESSION—Economic Outlook 2026Category: General Topics
Location:
The U.S. administration imposed tariffs on their trading partners to bring manufacturing production back to the U.S. Looking back at 2025 and discussing the most likely economic scenario for 2026, this presentation will answer the following questions:
- What was the impact on U.S. growth and inflation?
- Given the current state of the economy, what can we expect for 2026 in terms of growth, inflation and monetary policy from the Federal Reserve?
- What have been the impacts of tariffs on the Canadian economy so far?
- What should we expect in terms of monetary policy and the likely direction of the currency?
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Yanick Desnoyers
9:30 AM - 10:30 AM
ID de la session: FR02
Action précoce, économies durables : une gestion plus intelligente des invaliditésCatégorie: Français
Salle:
Découvrez un modèle d’intervention précoce et proactive qui accompagne les employés grâce à la gestion de cas et à la réadaptation avant même qu’une demande d’invalidité ne soit déposée. Cette approche, déjà adoptée par un groupe d’employeurs du secteur des services communautaires, a donné des résultats impressionnants : aucune augmentation des taux d’invalidité de longue durée sur deux ans et une baisse de 40% de l’incidence des invalidités. Au cours de cette session, vous apprendrez comment :
- un investissement précoce dans le rétablissement des employés permet de réaliser des économies à long terme;
- les employeurs peuvent influencer directement les résultats en matière d’invalidité;
- le soutien aux employés et la réduction des coûts peuvent aller de pair.
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Stéphanie Clément, M.Ed.
10:45 AM - 11:45 AM
Session ID: MP02
FEATURED SESSION—Legal/Legislative Developments Across CanadaCategory: Legal/Legislative Update
Location:
This panel will discuss proposed and recently passed legislation and regulations as well as court decisions affecting pension and health and welfare plans.
10:45 AM - 11:45 AM
ID de la session: FR03
Développements légaux récents – Québec, Fédéral et ailleurs au CanadaCatégorie: Français
Salle:
Ce panel discutera des projets de loi et des réglementations récemment adoptés, ainsi que des décisions judiciaires ayant une incidence sur les régimes de retraite, de santé et d'assistance sociale.
1:15 PM - 2:15 PM
Session ID: C01-1
Shift Happens: Mastering Communication for Meaningful Organizational ChangeThis session is repeated on November 24, 2025
Category: Communication
Difficulty Level: Introductory
Location:
The world is changing—It’s time to change with it. Effective communication is vital to navigating the complexities of transformation. This session focuses on enabling leaders and change agents to communicate with clarity and purpose, ensuring that stakeholders are aligned with your organization’s vision. By emphasizing the importance of understanding the human experience during change, we explore strategies to engage employees, address concerns and build resilience. You will learn how to craft and deliver messaging that resonates, fostering a sense of shared purpose and commitment throughout the change journey.
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Christopher Lee -
Mary Budgell
1:15 PM - 2:15 PM
ID de la session: FR04
Monsieur NetCatégorie: Français
Salle:
Vous disposez d’un bon régime de retraite, mais n’avez jamais évalué son efficacité à remplacer vos revenus d’emploi, sur une base nette? Comment savoir s’il sera suffisant pour maintenir votre niveau de vie à la retraite? Cette session offre un aperçu des autres sources de revenus après la retraite (RPC/RRQ, Sécurité de la vieillesse, épargne-retraite au-delà de votre régime de retraite d’employeur), des diverses retenues salariales qui cesseront et de l’évolution à prévoir de vos dépenses à la retraite. On y présentera des comparaisons après impôts à l’aide de quelques études de cas typiques et des conseils visant à sensibiliser vos employés à tout cela.
1:15 PM - 2:15 PM
Session ID: F01-1
Evolving Accounting and Auditing Standards for Pensions and Other Employee Benefit PlansThis session is repeated on November 24, 2025
Category: Governance
Difficulty Level: Advanced
Location:
This session will focus on:
- Changes to Pension Plans, Section 4600 in Part IV of the CPA Handbook, including
- Accounting for DB and DC contribution matters
- Updated disclosure requirements with respect to investment holdings and investment income
- Guidance on splits and amalgamations
- Accounting for buy-in and buy-out annuity contracts
- Audit approach and best practice disclosures with respect to investment vehicle holdings
- Public interest entity (PIE) considerations for pension plans.
1:15 PM - 2:15 PM
Session ID: H01-1
Managing Specialty, PLAs and Other High-Cost DrugsThis session is repeated on November 24, 2025
Category: Health & Wellness
Difficulty Level: Advanced
Location:
The number of specialty and high-cost drugs continues to increase due to drug innovation. Product listing agreements (PLAs) are being utilized to help with affordability and plan sustainability. Is this enough? This session will help attendees understand:
- Not all drugs provide equal value to all people
- Why prior authorization is necessary
- The benefits and risks of product listing agreements.
1:15 PM - 2:15 PM
Session ID: I01
Investments 101Category: Investments
Difficulty Level: Introductory
Location:
Join us to learn the fundamentals of investing, with a special focus on:
- Asset classes
- Interest rates and their impact on bonds
- Risk-and-return concepts.
1:15 PM - 2:15 PM
Session ID: I07-1
The AI Time Warp: Capital Markets in HyperdriveThis session is repeated on November 25, 2025
Category: Investments
Difficulty Level: Advanced
Location:
Artificial intelligence (AI) is disrupting everything at an accelerating pace, including traditional pension models. Learn practical frameworks for valuing investments, managing new risks and redesigning retirement strategies that protect your participants while capitalizing on technological opportunities.
1:15 PM - 2:15 PM
Session ID: I12-1
Alternative Investments Risks for DB PlansThis session is repeated on November 24, 2025
Category: Investments
Difficulty Level: Advanced
Location:
While alternative investments can offer higher returns and diversification, they also introduce unique risks that pension plans must carefully manage. This session will break down the key risks—such as liquidity, valuation challenges and complexity—and help trustees understand how to effectively evaluate and oversee these investments.
1:15 PM - 2:15 PM
Session ID: L01
Legal/Legislative Update—Atlantic CanadaCategory: Legal/Legislative Update
Difficulty Level: Advanced
Location:
This update provides an overview of proposed and recently passed legislation and regulations as well as court decisions affecting pension and health and welfare benefit plans specific to Atlantic Canada.
1:15 PM - 2:15 PM
Session ID: PE01-1
Unlocking Benefits Value Through Member Surveys: The OSSTF ELHT’s Journey to Listen and LearnThis session is repeated on November 24, 2025
Category: Public Plans
Difficulty Level: Introductory
Location:
Well-designed member surveys can drive better benefit decisions, identify communication gaps, and boost member understanding and satisfaction. In this session, we will:
- Explore best practices for designing effective surveys that produce actionable insights
- Share the OSSTF ELHT’s journey in surveying their 50,000 teacher and education worker members to guide future plan design changes
- Detail how their experiences can inform the creation of your own impactful member surveys.
1:15 PM - 2:15 PM
Session ID: T01-1
Suicide Postvention in the Construction IndustryThis session is repeated on November 24, 2025
Category: Training and Education
Difficulty Level: Introductory
Location:
Over the past decade, more and more JATCs have implemented suicide prevention and suicide intervention training programs. This session will speak to the importance of the third and (often) missing leg of the “suicide” equation . . . suicide postvention.
- What is postvention?
- Who should be engaged?
- Why should your organization get involved?
2:30 PM - 3:30 PM
Session ID: A01-1
Detecting and Combating Fraud in Benefit and Pension PlansThis session is repeated on November 25, 2025
Category: Administration
Difficulty Level: Introductory
Location:
This session will detail trustees’ fiduciary responsibilities in combating the following types of fraud:
- Cyber
- Financial
- Claims
- Investment.
2:30 PM - 3:30 PM
Session ID: C03
From 60 Minutes to TikTokCategory: Communication
Difficulty Level: Introductory
Location:
How did political communication and political coverage evolve over the last 50 years? To what extent have political strategies for reaching the electorate changed in 50 years? How did political journalism adapt—or not—to an environment dominated by “legacy” mass media to a decentralized world dominated by social media and new platforms? Martine St-Victor, general director at Edelman Montréal and communications strategist, and Yves Boisvert, columnist with Montréal daily La Presse, explore these matters.
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Martine St-Victor
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Yves Boisvert
2:30 PM - 3:30 PM
Session ID: F02-1
Running Your Board and Committee Meetings EffectivelyThis session is repeated on November 25, 2025
Category: Governance
Difficulty Level: Introductory
Location:
This session will cover the following topics:
- Preparation—Agenda and meeting materials
- Role of the chair—Facilitating reporting and decision making
- Documentation and record retention
- Self-assessment—Measuring your effectiveness.
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2:30 PM - 3:30 PM
Session ID: F04
Two Hats or More Sunglasses? Trustees’ Multiple Roles While on a BoardCategory: Governance
Difficulty Level: Introductory
Location:
Trustees often have multiple roles—both within and outside of their pension or benefits boards. While they owe a fiduciary duty to the beneficiaries of the pension or benefits funds, it can be difficult to isolate that duty from those duties they owe to other stakeholders in their other roles. While trustees are permitted to wear different hats, they are expected to recognize when those roles conflict and act accordingly. This session will review legal cases on when such conflicts arise and will provide trustees with guiding principles on how to interpret and respond to common scenarios that they may encounter.
2:30 PM - 3:30 PM
ID de la session: FR05
Comment l’investissement en prêt hypothécaire peut améliorer la performance du portefeuille?Catégorie: Français
Salle:
Alors que les investisseurs institutionnels font face à une volatilité accrue des marchés et à la difficulté de diversifié son portefeuille avec des stratégies d’investissement traditionnelles, cette session explorera les prêts hypothécaires commerciaux canadiens comme solution attrayante dans l’univers des placements alternatifs. Le conférencier examinera les distinctions entre les investissements hypothécaires et les autres stratégies de dette privée, en démontrant comment la nature tangible des garanties immobilières et le cadre juridique robuste des hypothèques au Canada génèrent des rendements ajustés au risque supérieurs. La présentation mettra l’accent sur les avantages uniques de cette catégorie d’actifs et sur sa valeur stratégique pour les portefeuilles institutionnels dans un contexte économique incertain où les corrélations traditionnelles entre actifs se sont détériorées.
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Michaël Beaupré, CFA
2:30 PM - 3:30 PM
Session ID: G02
Equity, Diversity, Inclusion and Investments: What Approaches Work in Indigenous Contexts?Category: General Topics
Difficulty Level: Introductory
Location:
As more workplaces implement frameworks to promote DEI within their organizations, questions are emerging about the relevance and effectiveness of these measures for Indigenous clients. Learn how to begin a discussion on this topic while taking into account the realities of First Nations peoples. This session will also address the integration of Indigenous considerations into ESG strategies, as well as the specificities of investments directed or led by Indigenous communities.
2:30 PM - 3:30 PM
Session ID: P03
New CAPSA Guideline No. 3 Includes You!Category: Pension
Difficulty Level: Introductory
Location:
Do you offer a voluntary RRSP or TFSA to your membership? If you do, or if you have a defined contribution pension plan, you’ll want to attend this session to learn about the new CAPSA Guideline No. 3. CAPSA clarified your role by explicitly including retirement and savings plans sponsored by a union or board of trustees. Learn more about what is included in the Guidelines, what CAPSA expects of plan sponsors and how you can become compliant.
2:30 PM - 3:30 PM
Session ID: H03
Beyond Burnout: The Overlooked Health Factor Driving Attrition and CostCategory: Health & Wellness
Difficulty Level: Introductory
Location:
Rising drug and absence claims, burnout and workforce exits are impacting women in their 40s and 50s. This session will explore:
- How the demands of work, home and caregiving—amplified by midlife hormonal changes—are fueling these challenges
- How new clinical insights are helping employers and insurers connect the dots
- Solutions and metrics that show measurable improvements in health, productivity and cost reduction.
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Sasha Lipskaia, M.A., ICF, MHC, PN-L1
2:30 PM - 3:30 PM
Session ID: I02
Basics in Financial Performance BenchmarkingCategory: Investments
Difficulty Level: Introductory
Location:
Understanding how to benchmark your plan’s financial performance can be complex, and not all benchmarks are created equal. This session will answer key questions, such as:
- What are the appropriate performance monitoring tools?
- What are the pitfalls of performance monitoring?
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Michelle Richardson, CFA
2:30 PM - 3:30 PM
Session ID: L02
Legal/Legislative Update—Central CanadaCategory: Legal/Legislative Update
Difficulty Level: Advanced
Location:
This update provides an overview of proposed and recently passed legislation and regulations as well as court decisions affecting pension and health and welfare benefit plans specific to Atlantic Canada.
3:45 PM - 4:45 PM
Session ID: C01-2
Shift Happens: Mastering Communication for Meaningful Organizational ChangeThis session is repeated on November 24, 2025
Category: Communication
Difficulty Level: Introductory
Location:
The world is changing—It’s time to change with it. Effective communication is vital to navigating the complexities of transformation. This session focuses on enabling leaders and change agents to communicate with clarity and purpose, ensuring that stakeholders are aligned with your organization’s vision. By emphasizing the importance of understanding the human experience during change, we explore strategies to engage employees, address concerns and build resilience. You will learn how to craft and deliver messaging that resonates, fostering a sense of shared purpose and commitment throughout the change journey.
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Christopher Lee
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Mary Budgell
3:45 PM - 4:45 PM
ID de la session: FR06
Derrière la brèche : Comment les cybercriminels exploitent les systèmes de pension et d’avantages sociauxCatégorie: Français
Salle:
Cette session examine comment les acteurs de la menace ciblent l’écosystème des données financières, avec un accent tout particulier sur l’exploitation des plateformes de retraite et d’avantages sociaux. La session couvrira la façon dont les données personnelles et institutionnelles sont monétisées, le rôle des groupes cybercriminels opérant sur le dark web, et les méthodes d’attaque standard utilisées. Des exemples concrets, des captures d’écran du dark web et des échantillons de données volées illustreront l’ampleur de la menace.
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Johan Maccès, CPA, CA
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Bertrand Milot, CCISO, CDPSE, CISM, CRISC, SCCISP
3:45 PM - 4:45 PM
Session ID: F01-2
Evolving Accounting and Auditing Standards for Pensions and Other Employee Benefit PlansThis session is repeated on November 24, 2025
Category: Governance
Difficulty Level: Advanced
Location:
This session will focus on:
- Changes to Pension Plans, Section 4600 in Part IV of the CPA Handbook, including
- Accounting for DB and DC contribution matters
- Updated disclosure requirements with respect to investment holdings and investment income
- Guidance on splits and amalgamations
- Accounting for buy-in and buy-out annuity contracts
- Audit approach and best practice disclosures with respect to investment vehicle holdings
- Public interest entity (PIE) considerations for pension plans.
3:45 PM - 4:45 PM
Session ID: P05
What Is a Pension Plan Actuarial Valuation?Category: Pension
Difficulty Level: Introductory
Location:
Actuarial valuations are an important part of managing a pension plan and are required by law to ensure the plan is sufficiently funded. This session will educate trustees on:
- The purpose of an actuarial valuation
- How actuarial valuations work
- How assumptions are set
- How to understand the results and what to do with them
- Questions trustees should be asking their actuary.
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Stuart Morgan, C.Act, FCIA, FIA, ICD.D
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Euan Reid, FCIA, FIA
3:45 PM - 4:45 PM
Session ID: H01-2
Managing Specialty, PLAs and Other High-Cost DrugsThis session is repeated on November 24, 2025
Category: Health & Wellness
Difficulty Level: Advanced
Location:
The number of specialty and high-cost drugs continues to increase due to drug innovation. Product listing agreements (PLAs) are being utilized to help with affordability and plan sustainability. Is this enough? This session will help attendees understand:
- Not all drugs provide equal value to all people
- Why prior authorization is necessary
- The benefits and risks of product listing agreements.
3:45 PM - 4:45 PM
Session ID: I10
Do Alternatives Fit in a Defined Contribution Plan?Category: Investments
Difficulty Level: Introductory
Location:
As defined contribution (DC) plans grow, many trustees are exploring whether alternative investments—like private equity, private debt, real estate and infrastructure—can help improve member outcomes. This session will discuss the potential benefits and challenges of including alternatives in DC plans, and what trustees need to consider before adding them to their plans.
3:45 PM - 4:45 PM
Session ID: I12-2
Alternative Investments Risks for DB PlansThis session is repeated on November 24, 2025
Category: Investments
Difficulty Level: Advanced
Location:
While alternative investments can offer higher returns and diversification, they also introduce unique risks that pension plans must carefully manage. This session will break down the key risks—such as liquidity, valuation challenges and complexity—and help trustees understand how to effectively evaluate and oversee these investments.
3:45 PM - 4:45 PM
Session ID: L03
Legal/Legislative Update—Western CanadaCategory: Legal/Legislative Update
Difficulty Level: Advanced
Location:
This update provides an overview of proposed and recently passed legislation and regulations as well as court decisions affecting pension and health and welfare benefit plans specific to Western Canada.
3:45 PM - 4:45 PM
Session ID: PE01-2
Unlocking Benefits Value Through Member Surveys: The OSSTF ELHT’s Journey to Listen and LearnThis session is repeated on November 24, 2025
Category: Public Plans
Difficulty Level: Introductory
Location:
Well-designed member surveys can drive better benefit decisions, identify communication gaps, and boost member understanding and satisfaction. In this session, we will:
- Explore best practices for designing effective surveys that produce actionable insights
- Share the OSSTF ELHT’s journey in surveying their 50,000 teacher and education worker members to guide future plan design changes
- Detail how their experiences can inform the creation of your own impactful member surveys.
3:45 PM - 4:45 PM
Session ID: T01-2
Suicide Postvention in the Construction IndustryThis session is repeated on November 24, 2025
Category: Training and Education
Difficulty Level: Introductory
Location:
Over the past decade, more and more JATCs have implemented suicide prevention and suicide intervention training programs. This session will speak to the importance of the third and (often) missing leg of the “suicide” equation . . . suicide postvention.
- What is postvention?
- Who should be engaged?
- Why should your organization get involved?
8:00 AM - 9:00 AM
Session ID: KNC
KEYNOTE SESSION—Mindfulness for TrusteesCategory: Keynote
Location:
Join us for this unique fireside chat! The head of mindfulness for the Calm app and the narrator of The Daily Calm, Tamara Levitt, will be interviewed by her high school friend, Ari Kaplan, a pension lawyer, MTMS® instructor and author of The Toronto Method Mindfulness Handbook. Learn how mindfulness can improve your life and how and why it is an important tool for trustees to more effectively navigate an increasingly complex world.
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Tamara Levitt
8:00 AM - 9:00 AM
ID de la session: FR07
Médicaments coûteux pour maladies rares : enjeux et strategiesCatégorie: Français
Salle:
Survol des défis entourant l’accès aux traitements innovants pour les maladies rares et stratégies de gestion des coûts pour assurer la pérennité des régimes.
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Gabrielle Côté, Pharm.D.
9:15 AM - 10:30 AM
Session ID: MP03
FEATURED SESSION—Beyond Savings: Crafting a Sustainable Retirement Income ExperienceCategory: Retirement
Location:
Join us for an enlightening panel session that shifts the focus from accumulating savings to effectively navigating the decumulation phase—transforming a lifetime of savings into a reliable monthly income stream that can endure for over 30 years. This research-backed discussion will provide attendees with a comprehensive understanding of the retirement journey, equipping them with actionable insights to enhance retirement outcomes.
9:15 AM - 10:30 AM
ID de la session: FR08
Perspectives économiques 2026Catégorie: Français
Salle:
L’administration américaine a imposé des droits de douane à ses partenaires commerciaux afin de ramener la production manufacturière aux États-Unis. En se penchant sur 2025 et en examinant le scénario économique le plus probable pour 2026, cette présentation répondra aux questions suivantes :
- Quel a été l’impact sur la croissance et l’inflation aux États-Unis?
- Compte tenu de l’état actuel de l’économie, à quoi pouvons-nous nous attendre pour 2026 en termes de croissance, d’inflation et de politique monétaire de la part de la Réserve fédérale?
- Quels ont été les effets des droits de douane sur l’économie canadienne jusqu’à présent?
- À quoi devons-nous nous attendre en termes de politique budgétaire et de trajectoire probable de la monnaie?
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Yanick Desnoyers
10:45 AM - 11:45 AM
Session ID: MP04
FEATURED SESSION—Trump, Tariffs and CanadaCategory: General Topics
Location:
Is this the end of North American integration, or are we renewing our marriage vows?
Using empirical trend graphs from Stats Canada, Global Affairs Canada and various U.S. government agencies, this featured session will review the trading relationship—including tariffs—between Canada and the U.S. up to November 2025.
An evaluation of the longer term outlook for the U.S.–Canada relationship will also be included.
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Ian Lee, Ph.D.
10:45 AM - 11:45 AM
ID de la session: FR09
Équité, diversité, inclusion et investissements : quelles approches en contexte autochtones?Catégorie: Français
Salle:
Alors que de plus en plus d’institutions de travail ont mis en place des structures visant à favoriser l’EDI au sein de leur milieu, plusieurs réflexions font surface quant à la pertinence et l’efficacité de ces mesures auprès des clientèles autochtones. Voyez de quelle manière amorcer une réflexion sur le sujet en tenant compte des réalités des Premiers Peuples. Cette session abordera également l’intégration des considérations autochtones dans les stratégies ESG, ainsi que les particularités liées aux investissements dirigés ou portés par les communautés autochtones.
1:15 PM - 2:15 PM
Session ID: A02
Behind the Breach: How Cybercriminals Exploit Pension and Benefits SystemsCategory: Administration
Difficulty Level: Advanced
Location:
This session examines how threat actors target the financial data ecosystem, with a particular focus on the exploitation of pension and benefits platforms. The session will cover how personal and institutional data is monetized, the role of cybercriminal groups operating on the dark web and the standard attack methods being used. Real-world examples, dark web screenshots and stolen data samples will illustrate the scale of the threat. From the vantage point of assurance services and financial audits, the session will also address how these cyber risks intersect with financial reporting, internal controls and audit practices.
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Johan Macces, CPA, CA
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Bertrand Milot, CCISO, CDPSE, CRISC, SCCISP
1:15 PM - 2:15 PM
Session ID: C02-1
Navigating Conversations About Mental Health in the WorkplaceThis session is repeated on November 26, 2025
Category: Communication
Difficulty Level: Introductory
Location:
This session gives leaders tools to effectively initiate and navigate conversations with employees about available mental health resources. Participants will learn:
- How to create a culture where employees feel comfortable seeking help
- Key communication strategies
- Confidentiality concerns.
1:15 PM - 2:15 PM
ID de la session: FR10
Innovation en obligations de sociétéCatégorie: Français
Salle:
Cette session abordera les thèmes suivants :
- contexte;
- sources de rendement;
- capture de valeur ajoutée différenciée.
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Karin Sullivan, CFA
1:15 PM - 2:15 PM
Session ID: P01-1
Evolving Risks in Your Pension PlanThis session is repeated on November 26, 2025
Category: Pension
Difficulty Level: Introductory
Location:
CAPSA Guideline No. 10 has put a framework around what plans were already doing—identifying, evaluating, managing and monitoring risk. Topics include:
- High-level risks faced by plans today and potential risks for tomorrow
- How to grade the likelihood and severity of different risks
- What questions should you be asking to be prepared for the different risks faced by your pension plan.
1:15 PM - 2:15 PM
Session ID: P02-1
Executing Pension ImprovementsThis session is repeated on November 26, 2025
Category: Pension
Difficulty Level: Introductory
Location:
This interactive session will guide trustees through the series of decisions involved in pension benefit improvements—exploring affordability, timing, communication, and the balance between current retirees, active members and reserves.
- Affordability—Understand the various tools and measurements available to trustees
- Intergenerational equity—Known and unknown subsidies, and what is fair and sustainable
- Execution—Timing, communication, regulatory reporting
1:15 PM - 2:15 PM
Session ID: H02-1
The Pros and Cons of Covering GLP-1 DrugsThis session is repeated on November 26, 2025
Category: Health & Wellness
Difficulty Level: Introductory
Location:
The benefits industry is besieged with information about GLP-1 drugs like Ozempic®, Wegovy® and Mounjaro® touting the benefits they bring. However, the cost implications are staggering and threaten the sustainability of prescription drug plans. This session will discuss both the pros and the cons of covering these drugs on group drug benefit plans.
1:15 PM - 2:15 PM
Session ID: H07-1
Data-Driven Benefits: Turning Group Plan Data Into Smarter DecisionsThis session is repeated on November 25, 2025
Category: Health & Wellness
Difficulty Level: Advanced
Location:
Learn how trustees and plan sponsors can leverage data analytics to make evidence-based decisions around plan design, funding strategies and evolving member needs in today’s complex benefits landscape.
- Understand the role of data analytics in group benefits and how it supports strategic decision making
- Review real-world case studies demonstrating how data insights have driven plan design and cost management outcomes
- Explore practical steps trustees and plan sponsors can take to integrate analytics into ongoing governance and planning processes
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Jimmy Dang, CEBS, FCIA, FSA
1:15 PM - 2:15 PM
Session ID: I06-1
Private Equity Evolution: What Investors Need to KnowThis session is repeated on November 26, 2025
Category: Investments
Difficulty Level: Advanced
Location:
Private equity has consistently delivered higher risk-adjusted returns than public markets, but success depends on selecting the right managers and strategies. This session will explore why private equity outperforms, examine the wide range of strategies and structures available, and explain how to access top managers to maximize results.
1:15 PM - 2:15 PM
Session ID: I09-1
The Dos and Don’ts of Real Estate DevelopmentThis session is repeated on November 25, 2025
Category: Investments
Difficulty Level: Introductory
Location:
Real estate development offers attractive diversification and return potential but also comes with higher risks than traditional core real estate investments. This session will cover:
- How to invest directly or through funds
- What to look for in a development partner
- Common pitfalls to avoid
- Ways to navigate distressed projects to protect your investment.
-
Kathy Black
1:15 PM - 2:15 PM
Session ID: T02-1
Practical Approaches to Apprentice Success and RetentionThis session is repeated on November 25, 2025
Category: Training and Education
Difficulty Level: Introductory
Location:
This session explores proven, hands-on strategies to help apprentices succeed—from recruitment and onboarding to mentorship, training alignment and long-term engagement. Drawing from real-world examples and industry insights, we’ll examine what works to improve completion rates, support diverse learners and build a stronger skilled trades workforce.
2:30 PM - 3:30 PM
Session ID: A01-2
Detecting and Combating Fraud in Benefit and Pension PlansThis session is repeated on November 24, 2025
Category: Administration
Difficulty Level: Introductory
Location:
This session will detail trustees’ fiduciary responsibilities in combating the following types of fraud:
- Cyber
- Financial
- Claims
- Investment.
2:30 PM - 3:30 PM
Session ID: F03-1
Succession Planning: Attracting and Preparing New TrusteesThis session is repeated on November 26, 2025
Category: Governance
Difficulty Level: Introductory
Location:
This session will discuss the importance of board culture and sound processes in attracting and preparing new trustees. Key topics include:
- Engaging your board in the trustee appointment process
- Identifying the necessary skills
- Proactively recruiting management trustees
- Ensuring diversity.
2:30 PM - 3:30 PM
ID de la session: FR11
Réinventer la retraite : au-delà de l’épargne, vers un revenu durableCatégorie: Français
Salle:
Découvrez comment passer de l’épargne à la décumulation en toute confiance. Cette session, appuyée par la recherche, explore comment transformer une épargne accumulée au fil des ans en un revenu mensuel durable pendant plus de 30 ans. Les participants repartiront avec une compréhension claire du parcours de retraite et des stratégies concrètes pour en optimiser les résultats.
2:30 PM - 3:30 PM
Session ID: P04
Mr. NetCategory: Pension
Difficulty Level: Introductory
Location:
You have a good workplace pension plan but have never considered how well it will replace your employment earnings on a net basis. How will you know whether it will suffice to maintain your lifestyle once you retire? This session offers an overview of other sources of postretirement income (C/QPP, Old Age Security, retirement savings beyond your workplace pension plan), the various payroll deductions that will cease and how you might expect your expenses to evolve at retirement. After-tax comparisons will be presented, with a few typical case studies and tips on how to make your workforce more aware of all this.
2:30 PM - 3:30 PM
Session ID: H04-1
The Hidden Driver of Chronic Illness in WomenThis session is repeated on November 26, 2025
Category: Health & Wellness
Difficulty Level: Introductory
Location:
Employers are seeing rising incidences of conditions like hypertension, arthritis, mental health disorders and osteoporosis in female employees—yet few know why. This session will explore:
- How the midlife health transition increases women’s risk of chronic illness
- Why traditional benefits and wellness strategies are missing this population
- What leading employers are doing to address this gap, impacting cost, productivity and retention.
2:30 PM - 3:30 PM
Session ID: H05-1
Early Action, Lasting Savings: Smarter Disability ManagementThis session is repeated on November 26, 2025
Category: Health & Wellness
Difficulty Level: Introductory
Location:
Discover a proactive early intervention model that supports employees with case management and rehabilitation before a disability claim is even filed. This approach, already adopted by a group of community services employers, has delivered impressive results—no increase in LTD rates over two years and a 40% drop in disability incidence. In this session, you will learn how:
- Early investment in employee recovery leads to long-term savings
- Employers can directly influence disability outcomes
- Supporting employees and reducing costs can go hand in hand.
2:30 PM - 3:30 PM
Session ID: I04
Can Mortgages Improve Portfolio Performance?Category: Investments
Difficulty Level: Advanced
Location:
As institutional investors navigate heightened market volatility and the breakdown of traditional diversification strategies, Canadian commercial mortgages have become a compelling alternative investment solution. This session will examine:
- Distinctions between mortgage investments and other private debt strategies
- How real estate collateral can deliver strong legal protections and superior risk-adjusted returns
- How mortgage assets have strategic value for institutional portfolios.
-
Michael Beaupre, CFA
-
Bob Fitzpatrick
2:30 PM - 3:30 PM
Session ID: I05
The Role of Energy Transition in the Battle Against Climate ChangeCategory: Investments
Difficulty Level: Introductory
Location:
The global shift toward lower carbon emissions is reshaping industries—and investment strategies. This session explores what the energy transition really means, how public energy companies and infrastructure asset managers are evolving, and where asset owners can find long-term opportunities in supporting a more sustainable economy.
2:30 PM - 3:30 PM
Session ID: I11-1
Emerging Markets: Risks, Rewards and RoadmapsThis session is repeated on November 26, 2025
Category: Investments
Difficulty Level: Advanced
Location:
This presentation explores the world of emerging market investing, providing insights for balancing risk and return when constructing diversified portfolios that include these markets, and why Canadian investors should bother.
-
Dylan Rae, CFA
2:30 PM - 3:30 PM
Session ID: PE02-1
Protecting Your Defined Benefit PlanThis session is repeated on November 26, 2025
Category: Public Plans
Difficulty Level: Advanced
Location:
Defined benefit (DB) plans play a very important role in Canada’s retirement income system, but they have been under various pressures. This session will discuss why DB plans are worth protecting and what steps can be taken to ensure their ongoing success.
-
Mark Janson
3:45 PM - 4:45 PM
Session ID: F02-2
Running Your Board and Committee Meetings EffectivelyThis session is repeated on November 24, 2025
Category: Governance
Difficulty Level: Introductory
Location:
This session will cover the following topics:
- Preparation—Agenda and meeting materials
- Role of the chair—Facilitating reporting and decision making
- Documentation and record retention
- Self-assessment—Measuring your effectiveness.
3:45 PM - 4:45 PM
ID de la session: FR12
Au-delà de l’épuisement professionnel : le facteur de santé négligé qui alimente l’attrition et augmente les coûtsCatégorie: Français
Salle:
L’augmentation des demandes de remboursement de médicaments et des absences, l’épuisement professionnel et les départs de la population active touchent les femmes âgées de 40 à 50 ans. Cette session explorera :
- comment les exigences combinées du travail, de la vie familiale et des soins aux proches, amplifiées par les changements hormonaux du milieu de la vie, alimentent ces défis;
- comment de nouvelles connaissances cliniques permettent aux employeurs et aux assureurs de mieux comprendre les enjeux;
- des solutions et des mesures qui montrent des améliorations mesurables en matière de santé, de productivité et de réduction des coûts.
-
Sasha Lipskaia, M.A., ICF, MHC, PN-L1
3:45 PM - 4:45 PM
Session ID: P06
Is It Time to Develop Your Funding Policy?Category: Pension
Difficulty Level: Introductory
Location:
A growing number of jurisdictions now require pension plans to have a formal funding policy to guide funding and benefit decisions, manage risk and promote benefit security. This session will educate trustees on:
- The importance of having a funding policy
- Key components of a policy
- How to develop and maintain an effective policy.
-
Stuart Morgan, C.Act, FCIA, FIA, ICD.D
-
Euan Reid, FCIA, FIA
3:45 PM - 4:45 PM
Session ID: H06
Harnessing Digital Wellness for a Healthier WorkforceCategory: Health & Wellness
Difficulty Level: Introductory
Location:
In today’s hyper-connected world, digital tools and technologies are integral to professional and personal life. While these innovations enhance productivity and communication, they can also contribute to stress, burnout and diminished mental well-being. This session will:
- Explore actionable strategies to strike a balance between connectivity and well-being
- Identify common digital stressors and their impact on mental, physical and occupational health
- Provide initiatives to incorporate into benefit programs to promote healthy digital habits and foster a culture of mindful technology use.
3:45 PM - 4:45 PM
Session ID: H07-2
Data-Driven Benefits: Turning Group Plan Data Into Smarter DecisionsThis session is repeated on November 25, 2025
Category: Health & Wellness
Difficulty Level: Advanced
Location:
Learn how trustees and plan sponsors can leverage data analytics to make evidence-based decisions around plan design, funding strategies and evolving member needs in today’s complex benefits landscape.
- Understand the role of data analytics in group benefits and how it supports strategic decision making
- Review real-world case studies demonstrating how data insights have driven plan design and cost management outcomes
- Explore practical steps trustees and plan sponsors can take to integrate analytics into ongoing governance and planning processes
-
Jimmy Dang, CEBS, FCIA, FSA
3:45 PM - 4:45 PM
Session ID: I07-2
The AI Time Warp: Capital Markets in HyperdriveThis session is repeated on November 24, 2025
Category: Investments
Difficulty Level: Advanced
Location:
Artificial intelligence (AI) is disrupting everything at an accelerating pace, including traditional pension models. Learn practical frameworks for valuing investments, managing new risks and redesigning retirement strategies that protect your participants while capitalizing on technological opportunities.
3:45 PM - 4:45 PM
Session ID: I08-1
Deep Dive on InflationThis session is repeated on November 26, 2025
Category: Investments
Difficulty Level: Advanced
Location:
Take an in-depth look at inflation and how it affects pension plans, from funding and liabilities to member benefits. Attendees will gain a clear understanding of what inflation is, what it signals about the economy and how trustees can respond to protect plan sustainability.
-
Carolyn Kwan, CFA
3:45 PM - 4:45 PM
Session ID: I09-2
The Dos and Don’ts of Real Estate DevelopmentThis session is repeated on November 25, 2025
Category: Investments
Difficulty Level: Introductory
Location:
Real estate development offers attractive diversification and return potential but also comes with higher risks than traditional core real estate investments. This session will cover:
- How to invest directly or through funds
- What to look for in a development partner
- Common pitfalls to avoid
- Ways to navigate distressed projects to protect your investment.
-
Kathy Black
3:45 PM - 4:45 PM
Session ID: T02-2
Practical Approaches to Apprentice Success and RetentionThis session is repeated on November 25, 2025
Category: Training and Education
Difficulty Level: Introductory
Location:
This session explores proven, hands-on strategies to help apprentices succeed—from recruitment and onboarding to mentorship, training alignment and long-term engagement. Drawing from real-world examples and industry insights, we’ll examine what works to improve completion rates, support diverse learners and build a stronger skilled trades workforce.
8:00 AM - 9:00 AM
Session ID: C02-2
Navigating Conversations About Mental Health in the WorkplaceThis session is repeated on November 25, 2025
Category: Communication
Difficulty Level: Introductory
Location:
This session gives leaders tools to effectively initiate and navigate conversations with employees about available mental health resources. Participants will learn:
- How to create a culture where employees feel comfortable seeking help
- Key communication strategies
- Confidentiality concerns.
8:00 AM - 9:00 AM
Session ID: F03-2
Succession Planning: Attracting and Preparing New TrusteesThis session is repeated on November 25, 2025
Category: Governance
Difficulty Level: Introductory
Location:
This session will discuss the importance of board culture and sound processes in attracting and preparing new trustees. Key topics include:
- Engaging your board in the trustee appointment process
- Identifying the necessary skills
- Proactively recruiting management trustees
- Ensuring diversity.
8:00 AM - 9:00 AM
ID de la session: FR13
Table ronde : Avantages collectifs, retraite et enjeux juridiquesCatégorie: Français
Salle:
Une occasion unique d’échanger directement avec des experts juridiques et des spécialistes en matière de santé et d’assurance collective. Cette discussion interactive vous permettra de poser vos questions et d’obtenir des réponses concrètes adaptées aux réalités des régimes que vous représentez. Venez discuter des enjeux qui vous préoccupent, des récentes évolutions législatives et des pratiques exemplaires en matière de conformité et d’administration des régimes.
-
Gabrielle Côté, Pharm.D.
-
Sonia Massicotte, LL.B. -
Danny Martin, FICA, FSA
8:00 AM - 9:00 AM
Session ID: G01
Maximizing Your Membership: Foundation Resources and RoundtablesCategory: General Topics
Difficulty Level: Introductory
Location:
Join this session to learn about the wide array of educational options, toolkits, survey results and customized research available to Foundation members. Then discuss with fellow attendees the latest hot topics and trends impacting trustees, administrators and benefit plans in a roundtable setting.
8:00 AM - 9:00 AM
Session ID: H02-2
The Pros and Cons of Covering GLP-1 DrugsThis session is repeated on November 25, 2025
Category: Health & Wellness
Difficulty Level: Introductory
Location:
The benefits industry is besieged with information about GLP-1 drugs like Ozempic®, Wegovy® and Mounjaro® touting the benefits they bring. However, the cost implications are staggering and threaten the sustainability of prescription drug plans. This session will discuss both the pros and the cons of covering these drugs on group drug benefit plans.
8:00 AM - 9:00 AM
Session ID: I06-2
Private Equity Evolution: What Investors Need to KnowThis session is repeated on November 25, 2025
Category: Investments
Difficulty Level: Advanced
Location:
Private equity has consistently delivered higher risk-adjusted returns than public markets, but success depends on selecting the right managers and strategies. This session will explore why private equity outperforms, examine the wide range of strategies and structures available, and explain how to access top managers to maximize results.
8:00 AM - 9:00 AM
Session ID: I08-2
Deep Dive on InflationThis session is repeated on November 25, 2025
Category: Investments
Difficulty Level: Advanced
Location:
Take an in-depth look at inflation and how it affects pension plans, from funding and liabilities to member benefits. Attendees will gain a clear understanding of what inflation is, what it signals about the economy and how trustees can respond to protect plan sustainability.
-
Carolyn Kwan, CFA
9:15 AM - 10:15 AM
ID de la session: FR14
Devoir fiduciaire et son exercice en période d’incertitude : Comment être un bon fiduciaire et garder le capCatégorie: Français
Salle:
Dans un contexte marqué par la volatilité économique et géopolitique, exercer son rôle fiduciaire exige rigueur, jugement et résilience. Cette session explorera les principes clés du devoir fiduciaire et proposera des pistes concrètes pour garder le cap malgré l’incertitude.
9:15 AM - 10:15 AM
Session ID: P01-2
Evolving Risks in Your Pension PlanThis session is repeated on November 25, 2025
Category: Pension
Difficulty Level: Introductory
Location:
CAPSA Guideline No. 10 has put a framework around what plans were already doing—identifying, evaluating, managing and monitoring risk. Topics include:
- High-level risks faced by plans today and potential risks for tomorrow
- How to grade the likelihood and severity of different risks
- What questions should you be asking to be prepared for the different risks faced by your pension plan.
9:15 AM - 10:15 AM
Session ID: P02-2
Executing Pension ImprovementsThis session is repeated on November 25, 2025
Category: Pension
Difficulty Level: Introductory
Location:
This interactive session will guide trustees through the series of decisions involved in pension benefit improvements—exploring affordability, timing, communication, and the balance between current retirees, active members and reserves.
- Affordability—Understand the various tools and measurements available to trustees
- Intergenerational equity—Known and unknown subsidies, and what is fair and sustainable
- Execution—Timing, communication, regulatory reporting
9:15 AM - 10:15 AM
Session ID: H04-2
The Hidden Driver of Chronic Illness in WomenThis session is repeated on November 25, 2025
Category: Health & Wellness
Difficulty Level: Introductory
Location:
Employers are seeing rising incidences of conditions like hypertension, arthritis, mental health disorders and osteoporosis in female employees—yet few know why. This session will explore:
- How the midlife health transition increases women’s risk of chronic illness
- Why traditional benefits and wellness strategies are missing this population
- What leading employers are doing to address this gap, impacting cost, productivity and retention.
9:15 AM - 10:15 AM
Session ID: H05-2
Early Action, Lasting Savings: Smarter Disability ManagementThis session is repeated on November 25, 2025
Category: Health & Wellness
Difficulty Level: Introductory
Location:
Discover a proactive early intervention model that supports employees with case management and rehabilitation before a disability claim is even filed. This approach, already adopted by a group of community services employers, has delivered impressive results—no increase in LTD rates over two years and a 40% drop in disability incidence. In this session, you will learn how:
- Early investment in employee recovery leads to long-term savings
- Employers can directly influence disability outcomes
- Supporting employees and reducing costs can go hand in hand.
9:15 AM - 10:15 AM
Session ID: I03
Innovation in Corporate BondsCategory: Investments
Difficulty Level: Advanced
Location:
This session will cover the following topics:
- Landscape
- Sources of return
- Capturing alpha differently.
-
Karin Sullivan, CFA
9:15 AM - 10:15 AM
Session ID: I11-2
Emerging Markets: Risks, Rewards and RoadmapsThis session is repeated on November 25, 2025
Category: Investments
Difficulty Level: Advanced
Location:
This presentation explores the world of emerging market investing, providing insights for balancing risk and return when constructing diversified portfolios that include these markets, and why Canadian investors should bother.
-
Dylan Rae, CFA
9:15 AM - 10:15 AM
Session ID: PE02-2
Protecting Your Defined Benefit PlanThis session is repeated on November 25, 2025
Category: Public Plans
Difficulty Level: Advanced
Location:
Defined benefit (DB) plans play a very important role in Canada’s retirement income system, but they have been under various pressures. This session will discuss why DB plans are worth protecting and what steps can be taken to ensure their ongoing success.
-
Mark Janson
10:30 AM - 11:30 AM
Session ID: KND
FINALE SESSION—What Brought You Here Won’t Take You ThereCategory: Keynote
Location:
Growing up, Dr. Alika Lafontaine was told by school officials that he would never amount to much of anything due to his diagnosis of developmental delay with speech impediment and difficulty reading. Today, he is an award-winning physician, a social innovator and the first Indigenous physician to lead the Canadian Medical Association—the voice of Canada’s 92,000+ physicians—in its 156-year history. Through deeply vulnerable storytelling, Lafontaine illustrates how early challenges can drive us to do amazing things. Through linking his childhood experiences to his success as a national leader, he shows audiences why we must let go of the past to thrive in a changed world and become what the present needs us to be.
-
Alika Lafontaine, M.D., FRCPC
Pricing
Through October 14, 2025
C$2,150.00
Member
C$2,480.00
Nonmember
After October 14, 2025
C$2,450.00
Member
C$2,780.00
Nonmember
Speakers
Pamela Barnum, M.P.A., J.D.
Former Undercover Police Officer and Federal Prosecuting Attorney
Michael Beaupre, CFA
Managing Director, Client Relationships
Institutional Mortgage Capital (IMC)
Kathy Black
Head of Real Estate Development
Fiera Real Estate
Yves Boisvert
Journalist
La Presse
Mary Budgell
Principal Consultant, Communication Practice
Gallagher
Stephanie Clement, M.Ed.
Manager, Training and Development
Disability Management Institute (DMI)
Gabrielle Cote, Pharm.D.
Pharmacist, Pharmaceutical Expertise and High-Cost Drug Management, Group Insurance
Beneva
Jimmy Dang, CEBS, FCIA, FSA
Senior Vice President, Regional Leader, Benefits Consulting - National Accounts
HUB International Limited
Yanick Desnoyers
Chief Economic Strategist
Addenda Capital
Mark Janson
Senior Pensions Officer
Canadian Union of Public Employees (CUPE)
Carolyn Kwan, CFA
Portfolio Manager, Fixed Income
Connor, Clark & Lunn Investment Management
Alika Lafontaine, M.D., FRCPC
First Indigenous Physician and the Youngest Doctor to Lead the Canadian Medical Association (CMA)
Ian Lee, Ph.D.
Associate Professor, Management
Sprott School of Business, Carleton University
Tamara Levitt
Head of Mindfulness
Calm
Sasha Lipskaia, M.A., ICF, MHC, PN-L1
Health Coach
sanoLiving
Johan Macces, CPA, CA
Partner, Insurance Services
BDO Canada LLP
Bertrand Milot, CCISO, CDPSE, CRISC, SCCISP
Chief Executive Officer
Bradley & Rollins—Cyberdefense
Stuart Morgan, C.Act, FCIA, FIA, ICD.D
Executive Director
BC Public Service Pension Plan and BC Teachers' Pension Plan
Chantal Petitclerc, CC, CQ, MSM
Senator, Paralympic Champion
Dylan Rae, CFA
Institutional Portfolio Manager
PH&N Institutional
Michelle Richardson, CFA
Principal
George & Bell Consulting
Martine St-Victor
Communications Strategist and Executive Director
Edelman Montreal
Karin Sullivan, CFA
Vice President, Fixed Income
Trans-Canada Capital Inc.