Events

Sep

Highlights of the New Pension LegislationSeptember 20, 2006 7:30 AM to 9:15 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonAmendments to the Employment Pension Plans Act and Employment Pension Plans Regulation became effective August 10, 2006. These amendments have a number of ramifications for pension plan sponsors, pension plan members, locked-in accountholders, financial institutions, and consultants. A representative of the Alberta Superintendent of Pensions will be making a presentation highlighting some of these amendments. Specifically, this presentation, among other things, will highlight amendments that will need to be made to pension plans, changes to the responsibilities of pension plan administrators, changes to forms and filing requirements for pension plans registered in Alberta, and changes to locked-in accounts. This timely seminar should be of interest to all pension plan sponsors, trustees of pension plan funds, pension committee members, pension & benefits directors of organizations and others who practice in areas affecting pension plans. There will also be plenty of time for questions.

Event: 3 of 100 Registered

Jun

Trends in Disability ManagementJune 14, 2006 7:30 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonBob MacArthur President and CEO Organizational Health Incorporated (OHI) "Trends in Disability Management"...........the benefits of integrating Employee Assistance Programs and Disability Management have been espoused for some time. At this session we will hear some real life case stories demonstrating the benefit of such programs and an example of how integration led to the creation of a new approach to drug testing in Alberta. We'll talk about some of the barriers to integration and receive tips on how to proceed. Bob MacArthur is President and CEO of Organizational Health Incorporated (OHI). OHI is an independent, Canadian health management company supplying disability case management programs, employee and family assistance programs, and worker’s compensation services to employers, union members and insurance carriers. OHI has designed a unique, integrated recovery model which is highlighted by teamwork between Disability Management staff and Employee Assistance Program professionals.

Event: 3 of 100 Registered

May

Communicating with Emotional IntelligenceMay 24, 2006 8:00 AM to 11:45 AMEdmonton Petroleum Club, Edmonton, Alberta Format: In PersonEmployees are no longer being defined by their IQs or their technical expertise alone. In many cases, these qualifications merely allow you entry into an industry and do not guarantee success. Myriad, complex forces create unprecedented challenges for businesses today which, in turn, have led to a changed profile of the successful employee. EQ is increasingly recognized as a necessary competency to compete in this new work environment. EQ is the capacity for recognizing how our feelings play a substantial role in self-motivation and self-management, and using this awareness to successfully manage relationships in the workplace. For many people, an undeveloped EQ competency is the missing link that is keeping them from greater success. This session will provide participants with the opportunity to learn more about this concept of EQ and have a first-hand experience of understanding their own.

Event: 2 of 110 Registered

Apr

National Speakers ProgramApril 19, 2006 7:30 AM to 9:30 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonA decade ago Canada's social security system was heading towards insolvency. Major reforms introduced between 1997 and 2003 to the Canada Pension Plan (and its cousin, the Quebec Pension Plan) made the systems self-financing and actuarially balanced for the next two generations. This was accomplished by dramatically increasing the CPP payroll tax and investing pension funds to maximize returns.

Event: 12 of 120 Registered

Mar

Capital Health: Now and into the FutureMarch 15, 2006 7:30 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonCapital Health is one of Canada's largest integrated academic health regions providing comprehensive health services to one million residents in the cities of Edmonton, Fort Saskatchewan, Leduc, Spruce Grove and St. Albert. CH also serves a total of 1.6 million people across central and northern Alberta, and western and northern Canada, providing specialized services such as trauma and burn treatment, heart surgery, organ transplants and high-risk obstetrics. As an academic based health system, Capital Health Works closely with the University of Alberta and other post secondary institutions to train and prepare the next generation of health professionals as well as to recruit and support leading researchers. Capital Health has earned a reputation for being one of the country's top rated health systems known for ground breaking innovations and advances in medicine. Joanne O'Gorman, Director, Office for Health Innovation, Capital Health, Edmonton, Alberta will provide an opportunity to share information about Capital Health, its services and new initiatives that are planned or underway.

Event: 2 of 100 Registered

Feb

Defined Benefit Pension PlansFebruary 1, 2006 7:30 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonDefined Benefit Pension Plans - what is their future? Presenter: Keith Ambachtsheer There is now a broad consensus that our workplace pension system is sick. Most pension experts think the cure is to put a DB chicken in every working Canadian's pension pot. Keith Ambachtsheer disagrees, but does not believe that DC plans are the answer either. So what is the answer? This is the question he intends to address at the CPBI Breakfast Meeting on February 1. Keith began his career as an investment analyst with Sun Life Assurance Company, advanced as a partner and research director for Canavest House, and became co-founder and partner of Pension Finance Associates. He has operated his own firm, K.P.A. Advisory Services Ltd. since 1985. He provides strategic advice on governance, finance, and investment matters to governments, industry associations, pension plan sponsors, foundations, and other institutional investors. Keith played a major role in founding of the Rotman International Centre for Pension Management (ICPM). He was recently appointed the Director of ICPM and Adjunct Professor of Finance at The Rotman School of Management, University of Toronto. He is responsible for the management, administration and external representation of the Centre and also leads the charge for shaping and executing the Center's research agenda.

Event: 2 of 100 Registered

Jan

Controlling Costs of Supp. Health PlansJanuary 18, 2006 7:15 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonControlling the Costs of Supplementary Health Plans - Speaker: Mike Sampson, Vice-President, Group Marketing, Great-West Life The costs of supplementary health plans continue to rise. Employers are faced with the challenge of containing costs and balancing employee satisfaction. The demographics of the workforce and the need to provide benefits to a diverse group of employees are only two of the issues employers are addressing. Mike Sampson will discuss these and other cost drivers. A supportive work environment and engaging employees in managing their own health will also be discussed. Mike's group benefits background and experience working with employers to address these issues will provide you with some options for consideration to control your supplementary health plan costs.

Event: 7 of 100 Registered

Dec

Legal Issues – Pensions and Marital BreakdownDecember 1, 2005 7:30 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonDino McLaughlin, will discuss the legal issues concerning division of pensions when a marriage ends, including concerns raised by new legislation. Dino has been with Field LLP since February of 1990. He spent his first years at the Bar in general practice with emphasis on criminal and general litigation. His main practice areas for the past several years has been civil litigation, with an emphasis on health law, advising local pension authorities and practicing criminal law acting primarily for teachers. Dino has been an instructor of a number of courses offered by the Legal Education Society of Alberta, taught Bar Admission Courses in Family Law and given lectures to various classes of the Faculty of Law and the Faculty of Education. Dino is involved with a number of charitable organizations as a volunteer including the Boyle McCauley Health Centre, the Bissell Centre, the Norwood Community Service Centre (Board Member), and the Edmonton Inner City Housing.

Event: 2 of 100 Registered

Nov

Economic OutlookNovember 16, 2005 7:30 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonEconomic Outlook Mr. Watt will address a variety of issues as we near the year-end and will take this opportunity to look ahead to 2006. He will examine how the Canadian and international economies will unfold, and discuss Income Trust Units, the price of oil and the city of Edmonton for the next 20 years.

Event: 3 of 100 Registered

Oct

The employees' perspective of pension plans - all options are not created equalOctober 19, 2005 7:30 AM to 9:30 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonPatrick Longhurst, CFP, FCIA Keeping it simple: Many people are confused about the choices that are available to them at retirement. Patrick Longhurst understands that the issues around retirement may seem frighteningly complex. That is why he has made a commitment to explaining pension issues and investment strategies in everyday language. When you have a clear understanding of the issues, you will be in a better position to make decisions that are right for you.

Event: 8 of 100 Registered

Sep

What you really need to know about the CAP Guidelines (and what you can forget about)September 28, 2005 7:30 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonSpeaker: Christopher Cartwright, Standard Life Hear the inside scoop from someone who was there. Find out the most essential - and often overlooked - section of the Guidelines. Discover the industry's biggest misconceptions about the Joint Forum's intentions. Have your questions about compliance answered once and for all. Christopher Cartwright, Manager, Marketing Strategy, has been in the financial services industry for over 30 years, working on all aspects of group retirement planning. He is responsible for understanding the evolving needs of plan sponsors and members and identifying effective solutions. Since 1999, Chris has been closely involved in the work of the Joint Forum of Financial Market Regulators as it pertains to the regulation of CAPs. He was a member of the CAP Committee’s Industry Task Force that helped draft the Guidelines. Throughout the process, he has drawn attention to the Joint Forum’s efforts, examining and clarifying the intent and the implications of the CAP Guidelines. His articles have been published in Benefits Canada, Benefits and Pensions Monitor and in Defined Contributor Monitor. He is also a member of a second Industry Task Force of the Joint Forum, this one dealing with differences in investment rules among pension, insurance and securities regulators. Chris is currently the Chairman of the Committee on Group Retirement Plans of the Canadian Life and Health Insurance Association.

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