Canadian Employer Outlook: Benefit Strategies for the Future—Session Schedule and Handouts

All times listed are in Eastern Time.

In order to download session handouts you must be logged in and registered for the program.

Session handouts will be available to registered attendees Wednesday, October 7, 2020 through Saturday, October 23, 2021.

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Wednesday, October 14

8:00 AM – 5:00 PM

GVC00  Test Your System

Access this session before attending the virtual conference to familiarize yourself with all of the features of the environment. (#10—General Topics)

HVC00  Test Your System

Access this session before attending the virtual conference to familiarize yourself with all of the features of the environment. (#32—Health & Wellness)

PVC00  Test Your System

Access this session before attending the virtual conference to familiarize yourself with all of the features of the environment. (#16—Pension)

11:00 AM – 12:00 PM

PVC01  Economic and Market Outlook for Pension Plans

Catherine Jackman, CFA Panelist
Senior Institutional Director, Portfolio Manager
Cidel Asset Management Inc.
Toronto, ON

Douglas Porter, CFA Panelist
Chief Economist and Managing Director
BMO Financial Group
Toronto, ON

Marco Dickner, FCIA, FSA Panelist
Retirement Risk Management Leader, Canada
Willis Towers Watson
Montreal, QC

What do markets have in store for us, and how can pension plans prepare? Join us for this Live Zoom Session on the economic and market outlook to learn more about how pension plans can position themselves to manage risk and maximize opportunities in a COVID-19 world.

This session is worth 1 credit toward CEBS compliance.

(#16—Pension)

1:00 PM – 2:00 PM

PVC02  Supporting Employees’ Financial and Emotional Wellness During Challenging Times

Cary List, CFP, FCA, FCPA Co-Speaker
President and Chief Executive Officer
FP Canada
Toronto, ON

Joanna Tukums, CA, CPA Co-Speaker
Chief Operating Officer
FP Canada
Toronto, ON

Recent research shows that providing financial planning to plan members not only helps prepare them for retirement but also reduces stress and improves their overall health. However, the ongoing pandemic has added some extra financial pressures and challenges. In this session, FP Canada's leadership will discuss:

  • Plan sponsors' moral obligations to their employees regarding their personal financial planning and financial literacy, particularly as it relates to their pension and retirement savings
  • What employers can do for little cost to guide their employees in this area
  • How the pandemic has impacted members' financial and psychological well-being
  • What plan sponsors are doing to support them—both in the current environment and moving forward
  • Challenges to providing advice, what FP Canada has and continues to do to support its employees during these anxious times and how it has led to greater productivity for the organization.

This session is worth 1 credit toward CEBS compliance.

(#16—Pension)

3:00 PM – 4:00 PM

PVC03  HR Trends and Impact on DC Plans

Michelle Loder, CA, CFA, CFP, CPA, RFP Speaker
Partner, DC Solutions
Morneau Shepell Ltd
Toronto, ON

What upcoming HR trends will impact DC plans and outcomes for employers and employees? Find out what DC plan sponsors really need to know to prepare their plans for the future.

This session is worth 1 credit toward CEBS compliance.

(#16—Pension)