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Canadian Legal and Legislative Update

May 15 - 16, 2024
The Westin Nova Scotian |
Halifax, NS

Will your pension and benefit strategies weather the tides of legal and legislative issues impacting your organization?

Stay up to date on the latest legal and regulatory updates impacting your plans by attending the Canadian Legal and Legislative Update. This conference is relevant for trustees, plan sponsors, public employees and service providers. You will not want to miss the conference providing the latest updates on need-to-know information that will help your organization sail smoothly throughout the upcoming year.

Benefits of Attending
  • Focus on the critical information you need to know now with fresh and relevant topics.
  • Gain a deeper understanding of the issues affecting the pensions and benefits industry and their impact on your funds.
  • Take advantage of opportunities to network with your peers.
Who Should Attend

This program is especially designed for labour and management trustees, public service trustees, professional advisors and corporate plan sponsors.

Preconference Option

We invite you to join us for this year's preconference session Board Succession Planning. Join us before the start of the Canadian Legal and Legislative Update on Tuesday, May 14th from 1-5 p.m. to equip yourself with strategic insights and tools necessary to ensure a smooth transition of leadership within your organization.

I have always felt that this program helps me to meet my compliance and regulatory obligations. And the program introduced me to the "new" best practices.

Laurie Caforio

ATB Financial


Through April 3, 2024


CD Member


CD Non-member

After April 3, 2024


CD Member


CD Non-member

Join the Foundation!
More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education.
Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.

Learn More



Lisa Chamzuk


Lawson Lundell LLP

Daniel Garrie

Founder, Law and Forensics; Neutral, JAMS ADR; Adjunct Faculty, Harvard Extension School

Jung, Joanne

Joanne Jung

Pharmacy Practice Leader


Natasha Monkman


Hicks Morley

Rival, Michelle

Michelle Rival

Senior Consulting Lawyer


Sary, Cristelle

Cristelle Sary

Counsel and Director of Strategy and Market Intelligence

McCarthy Tetrault

Kiersten Amos


McInnes Cooper

Celine Chiovitti

Chief Pension Officer


Lai-Fatt, Paul T.

Paul Lai Fatt

Director, Pension Solutions

CAAT Pension Plan

Susan Nickerson

Partner and Head of the Pensions, Benefits & Executive Compensation Group

McCarthy Tétrault LLP

Kevin Rozek

Senior Vice President, Canadian Business Leader


Tara Anstey

Director, Business Development Client Value

Medavie Blue Cross

Donelle, Andrew

Andrew Donelle

Senior Director, Deferred Income Plans

Department of Finance Canada

Murray Gold

Senior Partner

Koskie Minsky LLP

McKeown Guerette, Sarah

Sarah McKeown Guerette

Senior Consultant

SAI Actuarial Services

Karen Reed


Eckler Ltd

Sanders, Barbara

Barbara Sanders

Associate Professor, Department of Statistics and Actuarial Science

Simon Fraser University

Hugh Wright


Miller Thomson LLP

Patrick Baillie

Psychologist and Lawyer

Calgary Police Service

Guiton, Mark

Mark Guiton

Chief Executive Officer

IWA-Forest Industry Pension Plan

Wolpert, Michael

Michael Wolpert


Fasken Martineau DuMoulin LLP

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2.