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51st Annual Canadian Employee Benefits Conference

Sunday, November 18 - Wednesday, November 21, 2018
The Mirage, Las Vegas, NV
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Conference begins in:

FTMS®, ATMS™ and the NEW MTMS Program

Due to high demand, MTMS—Session A is currently filled.
Call to be waitlisted at (888) 334-3327, option 2 or email edreg@ifebp.org

Foundations of Trust Management Standards (FTMS®)

November 16-18, 2018  

Trustees play an important role in addressing the health and retirement needs of plan members. New trustees, in particular, must quickly gain an understanding of the basic principles of trust fund management as well as an awareness of knowing where to go in order to make informed decisions. Now you have a solid starting point—the Foundations of Trust Management Standards (FTMS) program. The 2½-day, assessment-based certificate program is the first International Foundation program in Canada to offer trustees an opportunity to validate their learning.

Advanced Trust Management Standards (ATMS™)

November 16-17, 2018
Choose Session A or Session B

ATMS is an assessment-based program that expands upon the four key knowledge areas covered in the Foundations of Trust Management Standards (FTMS) program (legal, administration, governance, funding/investment/finance), adding breadth and depth across all four, and deepening the pension and health and welfare applications as well as developing related skills. 
These two independent, two-day sessions are offered concurrently in one location. The two-day session approach is sequential (Session A is a prerequisite for Session B). 

  • Session A covers legal, administration and related governance issues.
  • Session B covers funding/investment/finance and related governance issues.

NEW! Master Trust Management Standards (MTMS)

November 16-17, 2018

The Master of Trust Management Standards (MTMS) is a new educational program for trustees and will build upon the key knowledge areas in FTMS and ATMS, a next step after both certificates are completed. It challenges trustees to take a leadership role in their fund and upgrade their skill set. Areas of development include strategic planning, board operations and critical thinking. Check www.ifebp.org/mtms for continuous updates.

Due to high demand, MTMS—Session A is currently filled.
Call to be waitlisted at (888) 334-3327, option 2 or email edreg@ifebp.org

Preconference Enrichment Workshops

Saturday, November 17 and Sunday, November 18, 2018

Enrich your conference experience by attending a preconference workshop. Participate in one or more sessions with content designed to foster both professional and personal growth and development.

Financial Planning

Health, Wealth and Happiness—Planning Your Path to a Successful Retirement (Part One)

Saturday, November 17, 8:00 a.m.-12:00 noon   
Registration code: PC01

What could be more important than spending some quality time planning for your future and the future of your family? This informative and motivational two-part workshop will help you understand the importance of setting a vision for your retirement and planning ahead. What will retirement mean for you? How can you ensure a successful transition, where you enjoy the freedom, relationships and activities that you've always wanted? Our panel will offer you critical information and useful tips to help you better manage your health, investments and financial plan as well as your personal legacy, all with a view to your successful retirement transition. With timely and practical insights, you'll come away with an awareness that your health, wealth and happiness are very much in your control, and taking control over them is something to get excited about!

In our first day, we'll cover the importance of:

  • Knowing what matters most to you and setting a vision for your retirement
  • Taking care of your body, mind and relationships
  • Resources that contribute to well-being and wellness
  • Investing for retirement—the basics you need to know
  • Estate planning to create a meaningful legacy
  • Setting priorities for your own financial plan


Spouses/Guests may also attend the Introduction to Financial Planning Workshop at a reduced price!
Use registration code: PC11


Financial Planning

Health, Wealth and Happiness—Living Your Best Retirement (Part Two)

Sunday, November 18, 8:00 a.m.-12:00 noon
Registration code: PC02

Changes . . . choices . . . challenges—What's in your future? Satisfaction in retirement is linked to several factors, and in part two of this workshop series we'll expand on how enjoying good health, adequate income, and meaningful relationships and roles can help you realize the retirement of your dreams, regardless of what the future holds. How will you weather uncertain and turbulent financial markets? Will you have to care for an aging relative or deal with adult children returning home? How do you want to provide for and be remembered by those you love? All of these considerations require a commitment to your planning. Learn to navigate the issues that will impact your own retirement planning with confidence and conviction. This workshop series is timely in content, comprehensive in scope and—most importantly—practical!

The program will continue with coverage of:

  • The role of wellness in retirement transition and adjustment
  • What makes people truly happy
  • Identifying activities to give your life structure and purpose
  • Financial planning in changing times
  • The evolution of retirement income planning
  • War or peace: estate planning in practice
  • Ensuring a smooth final transition.


Workshop Leaders:

Beverly Evans, CFP, CIM, EPC, TEP

Director

Wealth Management and Portfolio Manager

Richardson GMP Ltd.

Mississauga, Ontario

Hilary Laidlaw, LL.B., TEP Counsel Tax, Trusts and Estates Planning

McCarthy Tétrault LLP

Toronto, Ontario

​Robert D. Reid M.B.A., Ph.D.

Deputy Chief Division of Prevention and Rehabilitation

University of Ottawa Heart Institute Professor

Faculty of Medicine University of Ottawa Ottawa, Ontario

Spouses/Guests may also attend the Introduction to Financial Planning Workshop at a reduced price!
Use registration code: PC12


Preconference Workshop Sunday

#Me Too—Preventing and  Addressing Workplace Sexual Harassment

November 18 | 8:00 a.m.-12:00 noon

Registration code: PC04  

It is estimated that 90% of female employees in Canada will experience at least one form of sexual harassment in their workplace. Men have also claimed to have been sexually harassed at work. From front-line unionized employees to supervisors, managers and chief executive officers, workers of various levels are often unaware that their behaviours or comments could be considered sexual harassment, or worse, they are aware but are actively choosing to behave inappropriately. Without knowing the real consequences of sexual harassment, people are less likely to change their behaviour.

As a trustee, you will want to ensure that you are equipped with the tools necessary to deal with any situations that arise within your organization.

Participants will:

  • Identify sexual harassment situations
  • Consider all sides of harassment, including the victim, the accused and the organizational culture
  • Practise communication tools to assist workers to manage unwanted sexual harassment
  • Learn important actions to take when conducting an internal investigation
  • Understand the role of unions and employers in sexual harassment prevention
  • Discover how “shop talk” can lead to sexual harassment
  • Take proactive measures in order to resolve sexual harassment in the workplace


Workshop Leaders:

​Marni Johnson

President Workplace Communication & Diversity Inc.

 Mississauga, Ontario

Sara J. Malkin

Senior Associate

Mathews, Dinsdale & Clark LLP

Toronto, Ontario

Spouses/Guests may also attend the Introduction to Financial Planning Workshop at a reduced price!
Use registration code: PC14