Virtual Conference

53rd Annual Canadian Employee Benefits Conference

Tuesday, September 29 - Thursday, October 8, 2020
International Foundation Training Center, Brookfield, WI
Accounting and Auditing Institute for Employee Benefit Plans

Opening Session

Day 1- Week 1

11:00 a.m. ET | Tuesday September 29, 2020

A Conversation about Racial Inequality in Canada

In light of recent events in the U.S., organizations in Canada are talking about equity, diversity and inclusion in their workplaces.  Many organizations have issued solidarity statements in support of BLM and now the question is what to do next.   

Join us in a conversation about racial inequality with leaders from the BlackNorth Initiative and learn how organizations can contribute to the efforts to address systemic racism with concrete steps and actions. 

The panel discussion will include Wes Hall, executive chairman and founder of Kingsdale Advisors and the chair of the BlackNorth Initiatives Board of Directors, Rola Dagher, global channel chief at Dell Technologies and co-chair of the BlackNorth Initiatives, Jaqui Parchment, CEO of Mercer Canada, and a member of the Board of Directors of the BlackNorth Initiative, and Tim Shortill, COO of Healthcare of Ontario Pension Plan (HOOPP).  Susan Hunter, equity, diversity and inclusion consultant, will facilitate and moderate the discussion.

Register for Free


Each year, the curriculum is carefully developed by active trustees and administrators along with the industry’s leading authorities in investments, fund management, legal and consulting businesses, and top government and regulatory officials.

Download the complete schedule

Week 1

Tuesday, September 29-Health and Wellness

12:30-1:30 p.m. | The Cost of Caring—Sustaining Long-term Care for an Aging Population 

2:00-3:00 p.m. | Employee Assistance Programs in the Canadian Workplace—#Winning


Wednesday, September 30-Pensions and Investments

11:00 a.m.-12:00 noon | Investments 101

12:30-1:30 p.m. | Human vs. Machine—How Technology Is Changing the Global Investment Management Industry

2:00-3:00 p.m. | PfADs—What They Are and Why They Are Necessary


Thursday, October 1-General Topics

9:30-10:30 a.m | The Evolution of Ransomware, or Darwin's Survival of the Fittest

11:00 a.m.-12:00 noon | Legal/Legislative Developments Across Canada

12:30-1:30 p.m. | The Move to Paperless Plan Administration

2:00-3:00 p.m. | From Communication to Engagement—How to Establish Meaningful Connections with Members


Friday, October 2-Pensions and Investments

9:00-10:00 a.m. | Global Asset Owners Survey—Managing Through Uncertainty

1:00-2:00 p.m. | The Impact of COVID on Credit Markets


Week 2

Monday, October 5-Pensions and Investments

9:00-10:00 a.m. | Governance and Responsible Investing in a COVID-19 Context


Tuesday, October 6-Health and Wellness

11:00 a.m.-12:00 noon | Virtual Care – A Patient First Approach Can Change Lives

12:30-1:30 p.m. | There Is No Victimless Crime—The Dynamics of Fraud on Health Benefit Plans

2:00-3:00 p.m. | Termination Age and LTD—What You Should Think About


Wednesday, October 7-Pensions and Investments

11:00 a.m.-12:00 noon | Instant Actuary

12:30-1:30 p.m. | Looking Forward and Backward—Stress Testing Your Portfolio Can Improve Decision Making

2:00-3:00 p.m. | Basics in Financial Performance Monitoring


Thursday, October 8-General

11:00 a.m.-12:00 noon | If There's Something Strange in Your Main Network, Who Ya Gonna Call?

12:30-1:30 p.m. | Running Your Board and Committee Meetings Effectively

2:00-3:00 p.m. | Impact of COVID-19—Open Forum on Managing Your Benefit and Pension Plans

Session Details

53e Conférence annuelle canadienne sur les  avantages sociaux

Maintenant 9 sessions présentées en français!


Ignite your learning experience by attending sessions whenever it is convenient for you.

  • Session recordings—Not able to watch the sessions right away? Return to the virtual environment to watch recorded sessions at any time for up to one year. (Please note: attendees must watch sessions live in order to receive CE credit for the session.) 
  • Ask the experts—Answers to questions posed during the sessions will be posted in the virtual conference website as a resource for all attendees.
  • Session handouts and documents—Download session handouts and other resources ahead of time so that you are prepared to follow along with each presentation.
  • Access anytime—The virtual environment will be open 24/7 giving you the opportunity to access everything in the environment on your time.
  • Session Format—This virtual conference includes a mix of live and prerecorded sessions. Live sessions are hosted through Zoom. After registering please watch for emails about access instructions.

Benefits of Attending

Attend the Annual Conference to stay current with the latest regulatory and legislative changes, learn about approaches to improve your funds and network with others outside of your typical industry or trade.

Who Should Attend

  • Multi-employer fund trustees, administrators, business managers and association leaders
  • Public sector plan trustees and staff
  • Training trust fund trustees and training directors
  • Fund administrators and managers
  • Third-party administrators (TPAs)
  • Benefits consultants
  • Lawyers
  • Accountants
  • Investment managers and consultants
  • Others who are involved in the design, management and administration of pension and benefit trust funds.

Thank you sponsors


  • Jeffrey C. Baldwin, B.B.A. (Hons.), CEBS, CPA, CA President BPA Financial Group
  • Catherine Bertheau Vice-President, Cyber Solutions Business Development Lead, Eastern Canada Aon Risk Solutions
  • David Cass Vice President, Cyber and IT Risk, Federal Reserve Bank of New York Co-Founder, Global Cyber Institute
  • Lisa C. Chamzuk Partner Lawson Lundell LLP
  • Michel Charron, CFA Investment Consultant PBI Actuarial Consultants Ltd.
  • Brian Cyr, CFA Managing Director bfinance Canada Inc.
  • Rola Dagher Global Channel Chief Dell Technologies
  • Nicolas Desjardins, CFA Portfolio Manager Canso Investment Counsel Ltd.
  • Michael A.T. Furlong, FCIA, FSA Associate Vice President, Benefits Consulting - National Accounts HUB International Atlantic Limited
  • Daniel Garrie, Esq. Co-Founder, Law and Forensics, Co-Founder, Global Cyber Institute Neutral, JAMS
  • Wes Hall, ICD.D Executive Chairman and Founder, Kingsdale Advisors Chair, BlackNorth Initiatives Board of Directors
  • Matt Handley President and Chief Operating Officer Members Health Inc.
  • Bradley Hough, ACIA, CAIA, FIA Senior Consultant PBI Actuarial Consultants Ltd.
  • Kimberly Houston, M.B.A., B.Sc., PPAC Managing Director The McAteer Group of Companies
  • Catherine Jackman, CFA Senior Institutional Director, Portfolio Manager Cidel Asset Management Inc.
  • Donald Jones, M.D. Chief Medical Officer Members Health Inc.
  • Kendra Kaake, ACIA, ASA, CFA, FRM Director of Investment Strategy SEI Investments
  • Megan Kaneen Partner Lawson Lundell LLP
  • Isabelle Landry Vice President and Leader, Communication and Change Management Solutions Morneau Shepell
  • Philippe Laplante, FCIA, FSA Principal Eckler Ltd.
  • Bonnie-Jeanne MacDonald, Ph.D., FSA Senior Research Fellow, National Institute on Ageing Ryerson University
  • Shandy S. McLean, B.S.W., M.Sc. Senior Director, Business Strategies and Professional Services Arete HR Inc.
  • Meriem Mehdaoui, CFA Vice President, Institutional Solutions PBY Capital Limited
  • Sylvie Methot, CFA Vice President, Head of Canadian Institutional Group Burgundy Asset Management Ltd.
  • Marc Milot, Ph.D. Managing Director and Consultant, Work and Health Research Lab Workreach Solutions
  • Peter Muldowney Senior Vice President Connor, Clark & Lunn Financial Group
  • Mike F. Neheli President Manion Wilkins & Associates Ltd.
  • Jaqui G. Parchment, ASA, CFA Chief Executive Officer Mercer Canada
  • Bob Romphf Chair Healthcare Employees’ Benefits Plan (HEBP)
  • Kevin Rozek, FCIA, FSA Vice President Segal Consulting
  • Tim Shortill Chief Operating Officer Healthcare of Ontario Pension Plan (HOOPP)
  • Samir K. Sinha, M.D., D.Phil., AGSF, FRCPC Director of Geriatrics Sinai Health System and the University Health Network
  • Tyler C. Smith, FCIA, FSA Senior Consultant Coughlin & Associates Ltd.
  • Suzanne Solven Associate Vice President, Audit, Investigations and Quality Assurance Pacific Blue Cross
  • Nevio Tenuta, FCIA, FSA Consulting Actuary Segal Consulting
  • Brandon Thao Senior Consultant, Communication and Change Management Solutions Morneau Shepell
  • Hugh H. Wright Partner McInnes Cooper
  • Mark Zigler Senior Partner Koskie Minsky LLP

Continuing Education

Each session is worth one credit toward CEBS Compliance. You will need to self-report your attendance, depending on how many full sessions you watch. 

Insurance Continuing Education (CE) credits are not available in Quebec. For other provinces, CE credits may be available for live sessions only, when viewed during the live airing.

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Certificate of Attendance

Certificates of Attendance will be issued to those who attend a minimum of 9 sessions.

Continuing Education (CE) Certificate:

Only certain live sessions are eligible for credit. To earn available credit, sessions must be watched live, as they air. Provincial licensing boards require that you be logged in for the entire session. Failure to be logged in for the entire session will result in a denial of credit. Documentation of the sessions approved for CE credit is posted on the conference website. 


Registration Information
  Member Nonmember

C $695.00 C $845.00

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