Events

Nov

Pension Trends: Debunking Myths & Charting a CourseNovember 24, 2011 11:45 AM to 1:30 PMCasino Nova Scotia, Halifax, Nova Scotia Format: In PersonMember Appreciation Event: Members may bring guests at the member price.

Nov

Mental Health in the WorkplaceNovember 24, 2011 7:30 AM to 9:00 AMRoyal Mayfair Golf and Country Club, Edmonton, Alberta Format: In PersonMental Health in the Workplace is discussed. Host: Donna McPherson, Great West Life. Presenter: TBA. Prices below do not include GST

Event: 30 of 80 Registered

Nov

What Are Retiring Canadians Thinking?November 22, 2011 11:45 AM to 1:00 PMSuite 2010, 1111 West Georgia Street, Vancouver, British Columbia Format: In PersonCPBI Roundtable As the bulk of the baby boom generation starts to move towards retirement, employers are going to be forced to design benefit plans that appeal to this segment of the workforce to retain them (e.g. flexible work schedules, etc). The first annual “Horizons Report” prepared by Rogers Group Financial was conducted with Canadians aged 49 – 64 who expect to retire within the next three to seven years and have investable assets of $500,000 or more. This survey will give you an idea of what employees are thinking as they approach retirement and what is important to them. Speaker: Clay Gillespie, Managing Director, Rogers Group Financial Clay will present on: • Around the Corner: A glimpse at when Canadians expect to retire. • Dreams and Fears: How do Canadians feel about retirement? • Financial Roadmaps: How do Canadians plan to get there? • New Horizons: What will Canadians do in the next chapter of their lives?

Event: ‘Event Full’

Nov

"Y Size" Your Group Benefits PlanNovember 22, 2011 7:30 AM to 9:30 AMCalgary Chamber of Commerce Ballroom, Calgary, Alberta Format: In Person"Y Size" Your Group Benefits Plan, presented by Dave Jones, Sun Life Financial

Nov

Will Baby Boomers Ever Retire? – Tips to Manage a Multigenerational WorkplaceNovember 17, 2011 11:30 AM to 1:15 PMRadisson Hotel Saskatoon, Saskatoon, Saskatchewan Format: In PersonThis presentation will focus on the changing needs in the workplace due to managing baby boomer expectations and the expectations of the up and comers. There are different approaches to engage and motivate which will be explored. We will also discuss HR practices which you can take back to your workplace. Speaker: John Ferris, Managing Director, STRATA Business Solutions

Nov

Best Practices in Pension AdministrationNovember 17, 2011 8:00 AM to 12:00 PMDelta Victoria, Ocean Pointe, 45 Songhees Road, Victoria, British Columbia Format: In PersonThis session will review best practices in pension plan administration that help to avoid making pension administration mistakes. This session will focus on aspects of plan administration which are commonly misunderstood and/or overlooked, and which potentially expose the plan sponsor to unintended risk if not handled according to sound business practices. This session will cover the following topics: • Plan governance • Plan design • Member communication • Data governance • Administration of benefits • Legislative/tax compliance • Risk Management Speakers: Aaron Walker Duncan and Colin Hanson, BC Pension Corporation

Nov

Leaving on a Jet Plane: The Ins and Outs of Travel Health InsuranceNovember 17, 2011 7:30 AM to 9:30 AMHotel Fort Garry, Winnipeg, Manitoba Format: In PersonThis session will provide attendees with a better understanding of travel insurance benefits, cost drivers, plan features and various carrier options available in the marketplace. This session will be of interest to advisors, HR professionals, insurance representatives or anyone who travels or who has family members who do.

Event: ‘Event Full’

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Nov

Will Baby Boomers Ever Retire? – Tips to Manage a Multigenerational WorkplaceNovember 16, 2011 11:30 AM to 1:15 PMHotel Saskatchewan Radisson Plaza, Regina, Saskatchewan Format: In PersonThis presentation will focus on the changing needs in the workplace due to managing baby boomer expectations and the expectations of the up and comers. There are different approaches to engage and motivate which will be explored. We will also discuss HR practices which you can take back to your workplace. Speaker: John Ferris, Managing Director, STRATA Business Solutions

Oct

A Lawyer's PerspectiveOctober 27, 2011 7:30 AM to 9:30 AMCalgary Chamber of Commerce Ballroom, Calgary, Alberta Format: In PersonDevelopments and Trends in Pensions, Benefits and Executive Compensation.

Oct

Benefits, Beyond the BasicsOctober 25 - 26, 2011 9:30 AM to 3:00 PMHotel Saskatchewan Radisson Plaza, Regina, Saskatchewan Format: In PersonJoin us for a full program addressing in-depth aspects of Group Benefits Plans, current trends and emerging issues. This 2-day seminar will provide a comprehensive framework that will enhance your understanding of benefits, act as a primer for the CEBS program, and offer valuable continuing education credits. This is also an excellent opportunity to network with fellow participants and event speakers. In addition, attendees will receive a binder of presentation material and certificate of completion.

Oct

Gala Evening of the 2011 Ontario Regional ConferenceOctober 20, 2011 5:30 PM to 9:30 PMWestin Ottawa Hotel, Ottawa, Ontario Format: In PersonThis Time - It's Different

Oct

How Well Do Your Members Understand and Value Your Benefits Plans?October 20, 2011 11:30 AM to 1:15 PMRadisson Hotel Saskatoon, Saskatoon, Saskatchewan Format: In PersonSponsors make a substantial investment in the development and implementation of pension and benefit plans. But how well do their members understand and value these plans? This presentation highlights Mercer’s latest engagement drivers for Canadian workers, identifying how they rank pay, retirement and group benefits. It showcases innovative strategies for communicating your unique value proposition as well as your health and retirement plans, and identifies key metrics to determine the overall effectiveness of your communication in terms of its return on investment. Speaker: Judy Williams, Mercer. Judy is a Principal and Communication practice leader for western Canada.

Oct

DB/DC Pension Plan ConversionOctober 20, 2011 7:30 AM to 9:30 AMHotel Fort Garry, Winnipeg, Manitoba Format: In PersonThis session will examine the redesign of a pension plan, from decision factors and plan design considerations through to process and implementation.

Event: ‘Event Full’

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Oct

2011 CPBI ONTARIO REGIONAL CONFERENCEOctober 19 - 21, 2011 6:00 PM to 2:00 PMWestin Hotel, Ottawa, Ontario Format: In Person.

Oct

How Well Do Your Members Understand and Value Your Benefits Plans?October 19, 2011 11:30 AM to 1:15 PMHotel Saskatchewan Radisson Plaza, Regina, Saskatchewan Format: In PersonSponsors make a substantial investment in the development and implementation of pension and benefit plans. But how well do their members understand and value these plans? This presentation highlights Mercer’s latest engagement drivers for Canadian workers, identifying how they rank pay, retirement and group benefits. It showcases innovative strategies for communicating your unique value proposition as well as your health and retirement plans, and identifies key metrics to determine the overall effectiveness of your communication in terms of its return on investment. Speaker: Judy Williams, Mercer. Judy is a Principal and Communication practice leader for western Canada.

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