59th Annual Canadian Employee Benefits Conference

59th Annual Canadian Employee Benefits Conference

59th Annual Canadian Employee Benefits Conference
Sunday, August 30 - Wednesday, September 2, 2026

Halifax, NS

Agenda

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4:45 PM - 6:15 PM

Session ID: KNA

OPENING KEYNOTE—Breaking the Mold: Leadership That Redefines What’s Possible

Category: Keynote

Difficulty Level: All

Location:

In this powerful keynote, Commander Paul Smith unpacks what it means to lead when you don’t fit the mold, as well as how individuals, teams and organizations can lead with clarity, influence with integrity and perform under pressure, even when the stakes are high and the spotlight is on. This is more than a leadership talk. It offers a challenge to every audience: Don’t just lead the way it’s always been done—Lead in a way that redefines what’s possible.

7:45 AM - 9:00 AM

Session ID: KNB

KEYNOTE SESSION—The Shifting Canadian Political Landscape

Category: Keynote

Difficulty Level: All

Location:

Discussing the shifting Canadian political landscape requires navigating a volatile environment defined by a major leadership change, intense U.S.–Canada relations and a realignment of voter priorities. In this session, Chantal Hébert, a renowned journalist and political commentator, will share her view of the increasingly complicated landscape.

Chantal Hébert présentera une session en français.

8:00 AM - 9:00 AM

Session ID: FR03

Surmonter le stress financier pour renforcer le bien-être mental au travail

Category: Français

Location:

  • L’impact du stress financier sur la santé mentale
  • Lien entre endettement et bien-être des employés
  • Reconnaître les signes de détresse financière
  • Ressources et stratégies pour soutenir les employés

9:30 AM - 10:30 AM

Session ID: MP01

FEATURED SESSION—A Rupture—Not a Transition: Navigating Economic Uncertainty in a Time of Chaos

Category: General Topics

Difficulty Level: All

Location:

This economic outlook will set the stage for the day, exploring key forces of disruption facing Canadian trustees and plan sponsors, organized in three parts.

  • Part 1: Major Disruptors
    • Global geopolitical instability
    • Fractured Canada–U.S. trade relations and rising tariffs
    • Climate‑driven extreme weather events
    • Rapid technological disruption, especially AI
  • Part 2: Canada’s Economic Landscape
    • Consensus forecast for national real GDP
    • Labour market prospects
    • Inflation trends and potential Bank of Canada interest rate moves
  • Part 3: Futureproofing in Turbulent Times
    • Essential tools to navigating uncertainty

Une session sur la perspective économique pour 2027 sera offerte en français par un autre conférencier.

9:30 AM - 10:30 AM

Session ID: FR04

Prestations familiales : évolution des besoins et des régimes

Category: Français

Location:

  • Types de prestations familiales offertes (fertilité, adoption, etc.)
  • Conception des régimes et options des assureurs
  • Coûts et considérations financières
  • Enjeux administratifs et réglementaires

11:00 AM - 12:00 PM

Session ID: F01

Artificial Intelligence and Fiduciary Duty: What Every Board Should Know

Category: Fiduciary Responsibility

Difficulty Level: Advanced

Location:

  • Understanding the board’s role in overseeing AI, where it is used, what decisions it influences and how oversight may change
  • Identifying key risks, including fiduciary duty, data privacy, bias, cybersecurity and third-party vendors, and how these inform the board’s approved risk appetite
  • Understanding the evolving regulatory landscape in Canada and the growing expectation that boards understand and oversee both the risks and opportunities of AI, even without a clear set of rules
  • Practical approaches to evaluating, approving and monitoring AI, including how boards may use AI to support their own oversight

11:00 AM - 12:00 PM

Session ID: P05-1

Balancing Income and Flexibility: A Holistic Approach to Retirement
This session is repeated on August 31, 2026

Category: Pension

Difficulty Level: All

Location:

  • Retirement income sustainability and flexibility
  • Decumulation, timing and risk trade-offs
  • Coordination of pensions, benefits and personal savings
  • Predictable income for essential expenses
  • Access to savings for changing needs
  • Plan design and governance for better outcomes

11:00 AM - 12:00 PM

Session ID: I02

Basics in Financial Performance Benchmarking

Category: Investments

Difficulty Level: Introductory

Location:

  • Define appropriate benchmarks for pension plan performance.
  • Select effective performance monitoring tools.
  • Identify common benchmarking pitfalls.
  • Compare plan performance to relevant peer groups.
  • Improve oversight of investment results and benchmarks.

11:00 AM - 12:00 PM

Session ID: H03-1

Beyond Burnout: Reimagining Mental Health in the Global Workplace
This session is repeated on September 2, 2026

Category: Health & Wellness

Difficulty Level: All

Location:

  • Draw on the latest research and global trends to understand the evolving definition of burnout and the hidden organizational costs.
  • Treat burnout as a systemic issue—shaped by workload, culture, leadership practices and the evolving demands of hybrid work.
  • Equip leaders with clear, evidence-informed strategies they can apply immediately to strengthen resilience, belonging and mental health.
  • Evolve from reactive support to proactive, human-centred prevention.

11:00 AM - 12:00 PM

Session ID: T02-1

Helmets to Hardhats for Success
This session is repeated on August 31, 2026

Category: Training and Education

Difficulty Level: All

Location:

  • Connecting transitioning service members to apprenticeship opportunities
  • Translating military training into career pathways
  • Addressing common challenges veterans face
  • Supporting veterans
    • Mental health
    • Transitioning challenges

11:00 AM - 12:00 PM

Session ID: I11-1

Investing in Agricultural Opportunities and Technology
This session is repeated on August 31, 2026

Category: Investments

Difficulty Level: All

Location:

  • Survey of agricultural investments
  • Food demand and supply trends
  • Technology in modern agriculture
  • Farmland as a long-term asset
  • Portfolio diversification benefits

11:00 AM - 12:00 PM

Session ID: I06-1

Investing in Commodities
This session is repeated on August 31, 2026

Category: Investments

Difficulty Level: Advanced

Location:

  • Historical market supply and inventory trends
  • Commodities’ role in portfolio diversification
  • Inflation hedging strategies
  • Assessing potential over the next decade

11:00 AM - 12:00 PM

Session ID: P03-1

Target Benefit Regulatory Update
This session is repeated on August 31, 2026

Category: Pension

Difficulty Level: Advanced

Location:

  • Target benefit framework
  • New rules for multi-employer pension plans
  • Conversion considerations
  • Funding and benefits policy requirements
  • Provisions for adverse deviation (PfADs)
  • Oversight, supervision and governance

11:00 AM - 12:00 PM

Session ID: PE02-1

The Cost of Doing Nothing
This session is repeated on August 31, 2026

Category: Public Plans

Difficulty Level: All

Location:

  • Financial and health impacts of inaction on benefit plans
  • How to assess and manage costs when designing a plan
  • How envy can pose a risk to your own plan

11:00 AM - 12:00 PM

Session ID: A02

Understanding Your Financial Statements

Category: Administration

Difficulty Level: All

Location:

  • A practical walk-through of common financial statement components with an emphasis on changes in CPA Canada Handbook, Section 4600
  • How these changes show up in disclosures and audit approaches, especially around alternative investments

11:00 AM - 12:00 PM

Session ID: FR05

Utilisation des excédents de régime : principes et considérations clés

Category: Français

Location:

  • Évaluer les améliorations de prestations et autres options
  • Comprendre le rôle des marges de financement
  • Assurer l’équité entre les participants et la durabilité
  • Outils pour soutenir des décisions

1:30 PM - 2:30 PM

Session ID: I03

Alternative Investments 101

Category: Investments

Difficulty Level: Introductory

Location:

  • Define alternative investments and core strategies.
  • Understand fee structures.
  • Evaluate liquidity constraints and capital calls.
  • Assess pacing, commitments and cash flow impact.
  • Diversification and risk strategies
  • Questions to ask before investing

1:30 PM - 2:30 PM

Session ID: C01

Communicating Difficult Decisions

Category: Communication

Difficulty Level: All

Location:

  • What defines an organizational crisis, including a labour strike, and its psychological impact?
  • Best practices for crisis management and communication
  • Communicating benefit reductions, funding shortfalls and plan changes
  • Balancing fiduciary duty with member expectations
  • Clear, compliant messaging aligned with pension standards legislation

1:30 PM - 2:30 PM

Session ID: A01

Fraud: The Invisible Risk in Governance

Category: Administration

Difficulty Level: All

Location:

  • Fraud risk is often addressed through policies, controls and risk registers.
  • Why fraud risk is so difficult for boards to see
  • How power dynamics and organizational culture contribute to blind spots
  • What trustees can do to strengthen oversight without turning governance into investigations, including pension and benefits plans

1:30 PM - 2:30 PM

Session ID: G02

From Frenzy to Focus: Finding Clarity and Calm in a Chaotic Economy

Category: General Topics

Difficulty Level: All

Location:

  • With the rules of geopolitics being rewritten, Canada’s economy is in unfamiliar and unpleasant territory.
  • A fractured Canada–U.S. trade relationship
  • Tariffs and what they could mean for supply chains and macro disruption
  • Extreme weather events and their economic impact
  • The path forward for interest rates and inflation
  • Technological disruption, especially artificial intelligence

1:30 PM - 2:30 PM

Session ID: I04

From Reaction to Strategy: A Rational Investment Approach

Category: Investments

Difficulty Level: All

Location:

  • Geopolitical events and market impacts
  • Avoiding emotion-driven investment decisions
  • Disciplined investment decision making
  • Global diversification strategies
  • Long-term perspective during market uncertainty

1:30 PM - 2:30 PM

Session ID: I13-1

Investing in Canada’s Energy and Natural Resources
This session is repeated on September 1, 2026

Category: Investments

Difficulty Level: All

Location:

  • Canada as a major global energy supplier
  • AI growth on demand
  • Areas of opportunity
  • Hydroelectric and nuclear energy advantages
  • Critical minerals
  • Natural gas
  • Examples of domestic energy projects

1:30 PM - 2:30 PM

ID de la session: FR01

L’évolution du paysage politique canadienne

Catégorie: Français

Salle:

L’état des lieux sur la scène politique canadienne à l’avant-veille d’un scrutin décisif pour la suite référendaire des choses au Québec et d’un plébiscite sur l’indépendance en Alberta sur fond de sables mouvants canado-américains. Au cours de cette session, l’analyste politique Chantal Hébert présente un tour d’horizon des enjeux de la rentrée politique 2026 au Canada.

1:30 PM - 2:30 PM

Session ID: H05

Navigating Financial Stress to Strengthen Workplace Mental Well-Being

Category: Health & Wellness

Difficulty Level: All

Location:

  • How financial stress is a major source of distress
  • The link between debt and mental health
  • Recognizing signs of stress and referring members to resources
  • Supporting financial and mental well-being at work
  • Resources, where to find them and what questions to ask

1:30 PM - 2:30 PM

Session ID: F04

Running Your Board and Committee Meetings Effectively

Category: Fiduciary Responsibility

Difficulty Level: Introductory

Location:

  • Preparation—Agenda and meeting materials
  • Role of the chair—Facilitating reporting and decision making
  • Self-assessment—Measuring your effectiveness
  • Attendees will receive an FAQ/checklist resource.

1:30 PM - 2:30 PM

Session ID: P07

The Long View: Managing Intergenerational Equity for Pension Plans

Category: Pension

Difficulty Level: Advanced

Location:

  • Defining intergenerational equity
  • Identifying drivers of generational imbalance
  • Funding policy impacts across generations
  • Evaluating surplus decisions and long-term effects
  • Tools to monitor and manage equity

3:00 PM - 4:00 PM

Session ID: P05-2

Balancing Income and Flexibility: A Holistic Approach to Retirement
This session is repeated on August 31, 2026

Category: Pension

Difficulty Level: All

Location:

  • Retirement income sustainability and flexibility
  • Decumulation, timing and risk trade-offs
  • Coordination of pensions, benefits and personal savings
  • Predictable income for essential expenses
  • Access to savings for changing needs
  • Plan design and governance for better outcomes

3:00 PM - 4:00 PM

Session ID: H06

Family Benefits: Meeting Evolving Needs With Modern, Meaningful Plans

Category: Health & Wellness

Difficulty Level: All

Location:

  • Emerging trends in Canada aimed at expanding the range of benefits
  • Benefits include fertility treatment, egg freezing, adoption, and legal and administrative fees
  • Typical plan design, including maximums and coinsurance
  • How do benefit plan innovations create cultures that support career growth and personal well-being?

3:00 PM - 4:00 PM

Session ID: T02-2

Helmets to Hardhats for Success
This session is repeated on August 31, 2026

Category: Training and Education

Difficulty Level: All

Location:

  • Connecting transitioning service members to apprenticeship opportunities
  • Translating military training into career pathways
  • Addressing common challenges veterans face
  • Supporting veterans
    • Mental health
    • Transitioning challenges

3:00 PM - 4:00 PM

Session ID: C02

Innovation in Member Engagement Opportunities

Category: Communication

Difficulty Level: All

Location:

  • How pension plans engage with their members
  • Understand the modern user experience (UX), segmentation/personas, different communication channels and opportunities to enhance retirement literacy.
  • Case study evaluations and lessons learned along the way

3:00 PM - 4:00 PM

Session ID: I11-2

Investing in Agricultural Opportunities and Technology
This session is repeated on August 31, 2026

Category: Investments

Difficulty Level: All

Location:

  • Survey of agricultural investments
  • Food demand and supply trends
  • Technology in modern agriculture
  • Farmland as a long-term asset
  • Portfolio diversification benefits

3:00 PM - 4:00 PM

Session ID: I06-2

Investing in Commodities
This session is repeated on August 31, 2026

Category: Investments

Difficulty Level: Advanced

Location:

  • Historical market supply and inventory trends
  • Commodities’ role in portfolio diversification
  • Inflation hedging strategies
  • Assessing potential over the next decade

3:00 PM - 4:00 PM

Session ID: I01

Investments 101

Category: Investments

Difficulty Level: Introductory

Location:

  • Institutional investing fundamentals
  • Asset classes
  • Interest rates and their impact on bonds
  • Risk-and-return concepts

3:00 PM - 4:00 PM

Session ID: FR09

Prévenir la fraude : comprendre et contrer les nouvelles menaces

Category: Français

Location:

  • Tendances émergentes en matière de fraude et d’IA
  • Rôles et responsabilités des fiduciaires et des promoteurs de régimes
  • Bonnes pratiques de prévention et de détection

3:00 PM - 4:00 PM

Session ID: P03-2

Target Benefit Regulatory Update
This session is repeated on August 31, 2026

Category: Pension

Difficulty Level: Advanced

Location:

  • Target benefit framework
  • New rules for multi-employer pension plans
  • Conversion considerations
  • Funding and benefits policy requirements
  • Provisions for adverse deviation (PfADs)
  • Oversight, supervision and governance

3:00 PM - 4:00 PM

Session ID: F03-1

The Brain Science of Decision Making
This session is repeated on September 1, 2026

Category: Fiduciary Responsibility

Difficulty Level: All

Location:

  • Explore cognitive biases that shape judgment and risk assessment
  • Brain-based strategies to build consensus and reduce conflict
  • Common mistakes that derail sound governance decisions

3:00 PM - 4:00 PM

Session ID: PE02-2

The Cost of Doing Nothing
This session is repeated on August 31, 2026

Category: Public Plans

Difficulty Level: All

Location:

  • Financial and health impacts of inaction on benefit plans
  • How to assess and manage costs when designing a plan
  • How envy can pose a risk to your own plan

8:00 AM - 9:00 AM

Session ID: KNC

KEYNOTE SESSION—The New AI Power Shift: Risks, Rewards and Readiness for 2026 and Beyond

Category: Keynote

Difficulty Level: All

Location:

Amber Mac is an award-winning podcaster, bestselling author and media host on the topic of AI and emerging technology. A new AI power shift is underway, reshaping how we work, lead and compete. To navigate this shift with confidence, Amber provides a practical blueprint for making smarter decisions, building resilient teams and leading responsibly in an AI-driven future. The real opportunity isn’t just adopting AI, but ensuring more people are empowered to participate in this transformation.

8:00 AM - 9:00 AM

Session ID: FR02

Perspective économiques 2027

Category: Français

Location:

  • Analyse des principales tendances économiques mondiales et canadiennes à surveiller en 2027.
  • Impact de l’inflation, des taux d’intérêt et des politiques monétaires sur les marchés financiers.
  • Enjeux géopolitiques et leur influence sur la croissance économique et les décisions d’investissement.
  • Points de vigilance et stratégies pour naviguer dans un environnement économique incertain.

9:30 AM - 10:30 AM

Session ID: FR06

Équité intergénérationnelle : mesurer, comprendre et agir

Category: Français

Location:

  • Facteurs pouvant créer des inégalités entre générations
  • Impact des politiques de financement et des décisions sur les excédents
  • Cadre et outils pour évaluer la durabilité et l’équité à long terme des régimes

11:00 AM - 12:00 PM

Session ID: I07-1

Bonds Bootcamp
This session is repeated on September 2, 2026

Category: Investments

Difficulty Level: Introductory

Location:

  • Explain the current value of bonds in portfolios
  • Understand interest rate dynamics and bond performance
  • Compare active and passive bond strategies
  • Risk management
  • Diversification to strengthen portfolios
  • Building portfolios in current market conditions

11:00 AM - 12:00 PM

Session ID: F05-1

CAPSA Guidelines No. 3 and No. 10
This session is repeated on September 1, 2026

Category: Fiduciary Responsibility

Difficulty Level: All

Location:

  • Key principles from the Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 3: Guideline for Capital Accumulation Plans
  • Updates and expectations under CAPSA Guideline No. 10: Guideline for Risk Management for Plan Administrators
  • Integrating enterprise risk frameworks into board oversight

11:00 AM - 12:00 PM

Session ID: T01-1

Changes in Funding Policy
This session is repeated on September 1, 2026

Category: Training and Education

Difficulty Level: All

Location:

  • Countrywide overview
  • Ontario funding shifts and training capacity investments
  • Alberta grants expansion
  • Nova Scotia direct supports
  • Manitoba employer incentives and grants
  • Strategies to address shortages in the trades

11:00 AM - 12:00 PM

Session ID: I09-1

From Crisis to Comeback: Institutional Investing in Commercial Real Estate
This session is repeated on September 1, 2026

Category: Investments

Difficulty Level: All

Location:

  • The pandemic’s impact on commercial real estate markets
  • Trends in commercial real estate
  • Lessons learned from institutional investor responses
  • Current market challenges
  • Strategies to achieve expected returns

11:00 AM - 12:00 PM

Session ID: FR11

Gérer les crises organisationnelles : rôles clés et communication efficace

Category: Français

Location:

  • Comprendre l’impact psychologique d’une crise organisationnelle
  • Bonnes pratiques en matière de gestion et de communication en situation de crise
  • Coordination des ressources et des intervenants internes et externes
  • Importance de la préparation et de la résilience organisationnelle

11:00 AM - 12:00 PM

Session ID: P04

Making the Most of Pension Surplus: A Framework for Fair, Sustainable Decisions

Category: Pension

Difficulty Level: Advanced

Location:

  • Governance principles for surplus decisions
  • Intergenerational equity considerations
  • Benefit improvements and contribution holidays
  • Long-term plan sustainability

11:00 AM - 12:00 PM

Session ID: H02-1

Managing High-Cost Claims: Strategies to Reduce Costs and Manage Health Outcomes
This session is repeated on September 1, 2026

Category: Health & Wellness

Difficulty Level: Advanced

Location:

  • New drugs entering the Canadian market
  • The associated high costs and financial sustainability
  • How insurers are reimbursing these drugs
  • Strategies for plan sponsors to mitigate the cost impact of these drugs within their drug plan design and ensure their appropriate use

11:00 AM - 12:00 PM

Session ID: H04-1

Proactive Strategies: Embedding Early Intervention Programs in Absence and Disability Management
This session is repeated on September 2, 2026

Category: Health & Wellness

Difficulty Level: All

Location:

  • Understand the critical role of early intervention programs in preventing prolonged absences and disability claims.
  • Learn how to design and implement intermittent absence management and proactive accommodation programs focused on prevention.
  • Explore case studies demonstrating successful early intervention strategies embedded within the continuum of health for maximized outcomes.

11:00 AM - 12:00 PM

Session ID: P01-1

Seeing Through the Noise
This session is repeated on September 2, 2026

Category: Pension

Difficulty Level: All

Location:

  • Trends, temperature check, and news and regulations
  • Understanding current markets
  • Keeping emotions out of investment decisions
  • Reviewing your investment policy statement
  • Risk management strategies

11:00 AM - 12:00 PM

Session ID: I08-1

Weathering the Storm: Climate Risk Strategies for Modern Pension Funds
This session is repeated on September 2, 2026

Category: Investments

Difficulty Level: Advanced

Location:

  • How climate risks affect pension plans
  • Impacts on returns and funding
  • Climate disclosure standards
  • Measuring and reporting climate exposures
  • Investment opportunities

1:30 PM - 2:30 PM

Session ID: PE01

Are You Ready for Business Interruption?

Category: Public Plans

Difficulty Level: Advanced

Location:

  • Explore the BC Pension Corporation labour dispute (strike) case study and business continuity plan.
  • Provide lessons learned for other administrators to consider as part of their business continuity plan.
  • Applicable for pension administrators and benefits administrators

1:30 PM - 2:30 PM

Session ID: P06-1

Bridging the Generational Divide: Rethinking Retirement Savings for a Changing Workforce
This session is repeated on September 2, 2026

Category: Pension

Difficulty Level: All

Location:

  • Workforce trends shaping plan design
  • Generational shifts in retirement expectations
  • Growth of defined contribution plans
  • Role of defined benefit plans
  • Engagement and member experience strategies

1:30 PM - 2:30 PM

Session ID: H01-1

Creating an Inclusive Benefits Plan and Workplace Culture
This session is repeated on September 2, 2026

Category: Health & Wellness

Difficulty Level: All

Location:

  • Building an inclusive environment
  • What types of benefits support a diverse population?
  • Administrative changes that remove barriers
  • New coverages available for plan members transitioning
  • How benefit plans can supplement government-sponsored programs
  • How analysing claims data can lead to a practical design framework that aligns benefits with member experience, optimizing utilization and outcomes

1:30 PM - 2:30 PM

Session ID: FR10

Gouvernance des comités : relever les défis et prendre des décisions éclairées

Category: Français

Location:

  • Défis fréquents rencontrés par les comités
  • Gestion des divergences d’opinions
  • Favoriser des discussions productives et une gouvernance efficace
  • Bonnes pratiques pour soutenir la prise de décision collective

1:30 PM - 2:30 PM

Session ID: I13-2

Investing in Canada’s Energy and Natural Resources
This session is repeated on August 31, 2026

Category: Investments

Difficulty Level: All

Location:

  • Canada as a major global energy supplier
  • AI growth on demand
  • Areas of opportunity
  • Hydroelectric and nuclear energy advantages
  • Critical minerals
  • Natural gas
  • Examples of domestic energy projects

1:30 PM - 2:30 PM

Session ID: F02

Navigating Conflicts and Board Dilemmas

Category: Fiduciary Responsibility

Difficulty Level: Advanced

Location:

  • Understanding how different roles and perspectives shape boardroom decisions and how inherent structural conflicts must be recognized and managed
  • The challenge of fiduciary duty in practice, balancing representation, loyalty and the obligation to act in the best interest of the plan as a whole
  • Why conflicts are not always obvious or intentional and how they can influence decisions even when individuals believe they are acting appropriately
  • Practical approaches to managing conflicts at the board level, including clear policies, transparency and effective oversight of areas such as reimbursements, education and related benefits

1:30 PM - 2:30 PM

Session ID: P02-1

Retirement by Design: Decisions That Shape Women’s Retirements
This session is repeated on September 2, 2026

Category: Pension

Difficulty Level: All

Location:

  • A look at gender gaps in retirement savings
  • How career breaks impact lifetime earnings
  • Longevity and retirement income needs
  • Plan design considerations

1:30 PM - 2:30 PM

Session ID: I12-1

Target-Date Funds: The Next Generation
This session is repeated on September 2, 2026

Category: Investments

Difficulty Level: All

Location:

  • Evolution of target-date funds
  • Alternative investment strategies
  • Blending public and private assets
  • Role of multimanager structures
  • Assessing target-date glidepaths

1:30 PM - 2:30 PM

Session ID: F03-2

The Brain Science of Decision Making
This session is repeated on August 31, 2026

Category: Fiduciary Responsibility

Difficulty Level: All

Location:

  • Explore cognitive biases that shape judgment and risk assessment
  • Brain-based strategies to build consensus and reduce conflict
  • Common mistakes that derail sound governance decisions

1:30 PM - 2:30 PM

Session ID: I05

The Inflation Puzzle: Understanding and Managing Its Impact on Pension Plans

Category: Investments

Difficulty Level: All

Location:

  • Inflation trends affecting pension plans
  • Impact on funding and long-term sustainability
  • Drivers behind the current inflation environment
  • Inflation mitigation strategies
  • Discussion on conditional indexation and proactive investment approaches
  • Questions trustees should be asking

3:00 PM - 4:00 PM

Session ID: F05-2

CAPSA Guidelines No. 3 and No. 10
This session is repeated on September 1, 2026

Category: Fiduciary Responsibility

Difficulty Level: All

Location:

  • Key principles from the Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 3: Guideline for Capital Accumulation Plans
  • Updates and expectations under CAPSA Guideline No. 10: Guideline for Risk Management for Plan Administrators
  • Integrating enterprise risk frameworks into board oversight

3:00 PM - 4:00 PM

Session ID: T01-2

Changes in Funding Policy
This session is repeated on September 1, 2026

Category: Training and Education

Difficulty Level: All

Location:

  • Countrywide overview
  • Ontario funding shifts and training capacity investments
  • Alberta grants expansion
  • Nova Scotia direct supports
  • Manitoba employer incentives and grants
  • Strategies to address shortages in the trades

3:00 PM - 4:00 PM

Session ID: I14

Consultants Roundtable

Category: Investments

Difficulty Level: All

Location:

This facilitated panel discussion will offer an opportunity for investment consultants to discuss hot topics in the investment landscape.

3:00 PM - 4:00 PM

Session ID: A03-1

Cybersecurity
This session is repeated on September 2, 2026

Category: Administration

Difficulty Level: All

Location:

  • As a trustee, what do you need to know, and what is your role?
  • Walk through a breach process and understand who is responsible for what.
  • What expectations should a trustee have regarding cybersecurity insurance?
  • Creating awareness through a tabletop exercise and a case study

3:00 PM - 4:00 PM

Session ID: FR07

De la réaction à la stratégie : bâtir une approche d’investissement rationnelle

Category: Français

Location:

  • Comprendre l’influence des événements géopolitiques sur les marchés
  • Éviter les décisions guidées par l’émotion
  • Maintenir une stratégie d’investissement diversifiée à l’échelle mondiale

3:00 PM - 4:00 PM

Session ID: I09-2

From Crisis to Comeback: Institutional Investing in Commercial Real Estate
This session is repeated on September 1, 2026

Category: Investments

Difficulty Level: All

Location:

  • The pandemic’s impact on commercial real estate markets
  • Trends in commercial real estate
  • Lessons learned from institutional investor responses
  • Current market challenges
  • Strategies to achieve expected returns

3:00 PM - 4:00 PM

Session ID: H02-2

Managing High-Cost Claims: Strategies to Reduce Costs and Manage Health Outcomes
This session is repeated on September 1, 2026

Category: Health & Wellness

Difficulty Level: Advanced

Location:

  • New drugs entering the Canadian market
  • The associated high costs and financial sustainability
  • How insurers are reimbursing these drugs
  • Strategies for plan sponsors to mitigate the cost impact of these drugs within their drug plan design and ensure their appropriate use

3:00 PM - 4:00 PM

Session ID: G01-1

Resistance Is Futile: Dealing With Accelerating Change
This session is repeated on September 2, 2026

Category: General Topics

Difficulty Level: All

Location:

  • How do we manage to keep ourselves up and prevent our employees from being overwhelmed?
  • Recognize when it’s important to jump on the change train and when you ought to pause.
  • How to break down change into practical steps, like a coach teaching a player to hit a baseball
  • The mindset that allows for continual change without feeling scattered and off balance

3:00 PM - 4:00 PM

Session ID: I10-1

When Cash Flows Turn Negative: Governance and Investment Implications for Mature Pension Plans
This session is repeated on September 2, 2026

Category: Investments

Difficulty Level: All

Location:

  • Cash flow’s impact on plan risk profile
  • Liquidity needs and asset mix adjustments
  • Benefit payment strategies
  • Sequencing risk and derisking paths
  • Cash flow monitoring and drawdown policies
  • Alignment of funding, investment and benefit decisions

8:00 AM - 9:00 AM

Session ID: H03-2

Beyond Burnout: Reimagining Mental Health in the Global Workplace
This session is repeated on August 31, 2026

Category: Health & Wellness

Difficulty Level: All

Location:

  • Draw on the latest research and global trends to understand the evolving definition of burnout and the hidden organizational costs.
  • Treat burnout as a systemic issue—shaped by workload, culture, leadership practices and the evolving demands of hybrid work.
  • Equip leaders with clear, evidence-informed strategies they can apply immediately to strengthen resilience, belonging and mental health.
  • Evolve from reactive support to proactive, human-centred prevention.

8:00 AM - 9:00 AM

Session ID: I07-2

Bonds Bootcamp
This session is repeated on September 1, 2026

Category: Investments

Difficulty Level: Introductory

Location:

  • Explain the current value of bonds in portfolios
  • Understand interest rate dynamics and bond performance
  • Compare active and passive bond strategies
  • Risk management
  • Diversification to strengthen portfolios
  • Building portfolios in current market conditions

8:00 AM - 9:00 AM

Session ID: FR08

Investir aujourd’hui : enjeux, tendances et stratégies émergentes

Category: Français

Location:

  • Tendances actuelles des marchés et de l’investissement institutionnel
  • Nouveaux risques et occasions à surveiller
  • Stratégies et approches pour s’adapter à un environnement incertain
  • Perspectives d’experts du secteur

8:00 AM - 9:00 AM

Session ID: G03

Maximizing Your Membership: Foundation Resources and Roundtables

Category: General Topics

Difficulty Level: All

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: P02-2

Retirement by Design: Decisions That Shape Women’s Retirements
This session is repeated on September 1, 2026

Category: Pension

Difficulty Level: All

Location:

  • A look at gender gaps in retirement savings
  • How career breaks impact lifetime earnings
  • Longevity and retirement income needs
  • Plan design considerations

8:00 AM - 9:00 AM

Session ID: P01-2

Seeing Through the Noise
This session is repeated on September 1, 2026

Category: Pension

Difficulty Level: All

Location:

  • Trends, temperature check, and news and regulations
  • Understanding current markets
  • Keeping emotions out of investment decisions
  • Reviewing your investment policy statement
  • Risk management strategies

8:00 AM - 9:00 AM

Session ID: I08-2

Weathering the Storm: Climate Risk Strategies for Modern Pension Funds
This session is repeated on September 1, 2026

Category: Investments

Difficulty Level: Advanced

Location:

  • How climate risks affect pension plans
  • Impacts on returns and funding
  • Climate disclosure standards
  • Measuring and reporting climate exposures
  • Investment opportunities

9:30 AM - 10:30 AM

Session ID: P06-2

Bridging the Generational Divide: Rethinking Retirement Savings for a Changing Workforce
This session is repeated on September 1, 2026

Category: Pension

Difficulty Level: All

Location:

  • Workforce trends shaping plan design
  • Generational shifts in retirement expectations
  • Growth of defined contribution plans
  • Role of defined benefit plans
  • Engagement and member experience strategies

9:30 AM - 10:30 AM

Session ID: H01-2

Creating an Inclusive Benefits Plan and Workplace Culture
This session is repeated on September 1, 2026

Category: Health & Wellness

Difficulty Level: All

Location:

  • Building an inclusive environment
  • What types of benefits support a diverse population?
  • Administrative changes that remove barriers
  • New coverages available for plan members transitioning
  • How benefit plans can supplement government-sponsored programs
  • How analysing claims data can lead to a practical design framework that aligns benefits with member experience, optimizing utilization and outcomes

9:30 AM - 10:30 AM

Session ID: A03-2

Cybersecurity
This session is repeated on September 1, 2026

Category: Administration

Difficulty Level: All

Location:

  • As a trustee, what do you need to know, and what is your role?
  • Walk through a breach process and understand who is responsible for what.
  • What expectations should a trustee have regarding cybersecurity insurance?
  • Creating awareness through a tabletop exercise and a case study

9:30 AM - 10:30 AM

Session ID: FR12

Médicaments et régimes collectifs : naviguer les nouvelles réalités

Category: Français

Location:

  • Tendances émergentes en matière de médicaments
  • Facteurs influençant les coûts des régimes
  • Nouveaux traitements et innovations
  • Stratégies de gestion des coûts et d’accès aux soins

9:30 AM - 10:30 AM

Session ID: H04-2

Proactive Strategies: Embedding Early Intervention Programs in Absence and Disability Management
This session is repeated on September 1, 2026

Category: Health & Wellness

Difficulty Level: All

Location:

  • Understand the critical role of early intervention programs in preventing prolonged absences and disability claims.
  • Learn how to design and implement intermittent absence management and proactive accommodation programs focused on prevention.
  • Explore case studies demonstrating successful early intervention strategies embedded within the continuum of health for maximized outcomes.

9:30 AM - 10:30 AM

Session ID: G01-2

Resistance Is Futile: Dealing With Accelerating Change
This session is repeated on September 1, 2026

Category: General Topics

Difficulty Level: All

Location:

  • How do we manage to keep ourselves up and prevent our employees from being overwhelmed?
  • Recognize when it’s important to jump on the change train and when you ought to pause.
  • How to break down change into practical steps, like a coach teaching a player to hit a baseball
  • The mindset that allows for continual change without feeling scattered and off balance

9:30 AM - 10:30 AM

Session ID: I12-2

Target-Date Funds: The Next Generation
This session is repeated on September 1, 2026

Category: Investments

Difficulty Level: All

Location:

  • Evolution of target-date funds
  • Alternative investment strategies
  • Blending public and private assets
  • Role of multimanager structures
  • Assessing target-date glidepaths

9:30 AM - 10:30 AM

Session ID: I10-2

When Cash Flows Turn Negative: Governance and Investment Implications for Mature Pension Plans
This session is repeated on September 1, 2026

Category: Investments

Difficulty Level: All

Location:

  • Cash flow’s impact on plan risk profile
  • Liquidity needs and asset mix adjustments
  • Benefit payment strategies
  • Sequencing risk and derisking paths
  • Cash flow monitoring and drawdown policies
  • Alignment of funding, investment and benefit decisions

11:00 AM - 12:00 PM

Session ID: KND

FINALE SESSION—The Importance of Teamwork

Category: Keynote

Difficulty Level: All

Location:

Toronto Argonauts general manager (and former coach and player) Michael (Pinball) Clemons exemplifies the capabilities of teamwork and leadership while demonstrating what it means to beat the odds. Michael’s tireless community involvement and participation in countless charitable causes exemplify the qualities he possesses. His presentations are captivating and empowering and clearly demonstrate the capabilities of teamwork.

Pricing

Through July 20, 2026

C$2,225.00

Member

C$2,555.00

Nonmember

After July 20, 2026

C$2,525.00

Member

C$2,855.00

Nonmember