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Mar
25
National Webinar - Environmental, Social and Governance Factors in the Investment Governance Process March 25, 2015 1:00 PM to 2:00 PM Broadcasted Webinar, Eastern Standard Time (EST) Area of Interest: Investments Format: Web
Mar
18
Privacy Update - March 18, 2015 March 18, 2015 7:30 AM to 9:00 AM Royal Mayfair Golf and Country Club, Edmonton, Alberta Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person This session will examine the state of information access and protection of privacy practice, pitfalls, and legislation in the Alberta context. Recent decisions and case law will be discussed as well as the emerging implications of related copyright and enhanced security measures undertaken at the federal level. Presenter, Maggie Shane, The Alberta Teachers' Association Host: Sharon Vogrinetz, The Alberta Teachers' Association
Feb
26
National Webinar - Update on Canada’s Anti-Spam Initiative February 26, 2015 1:00 PM to 2:00 PM Broadcasted Webinar, Eastern Standard Time (EST) Area of Interest: Pensions, Benefits Format: Web
Feb
18
Understanding Solvency Funding - February 18, 2015 February 18, 2015 7:30 AM to 9:00 AM Royal Mayfair Golf and Country Club, Edmonton, Alberta Area of Interest: Pensions, Investments, Networking Format: In Person Julianna Spiropoulos is an Associate Partner in Aon Hewitt’s Financial Risk Consulting group in Calgary. She will present you with information on solvency funding, recent experience, options to consider for managing pension risk and a financial economics view. The information will be of interest to attendees who are responsible for either private or public sector pension plans. Julianna provides investment advice to private and public sector pension plans, foundations and endowments and is responsible for coordinating and delivering risk management projects for clients based in Western Canada. She is also the Investment Consulting Market Lead for Alberta. As a member of Aon Hewitt’s Financial Risk Consulting group, Julianna focuses on helping clients diagnose and manage their pension investment risk including asset-liability management, dynamic asset solutions, risk monitoring, de-risking and derivatives overlay strategies, liability driven investment solutions and delegated investment services. Julianna joined Aon Hewitt in 2011, bringing over 17 years of pension investment and corporate treasury experience with a major integrated oil and gas company. She holds a Bachelor of Science degree in Actuarial Science, an MBA and a Chartered Financial Analyst (CFA) designation. Host: Chris Archibald, Alberta Corporate Human Resources.
Jan
29
National Webinar - Temporary Foreign Worker Program Update January 29, 2015 1:00 PM to 2:00 PM Broadcasted Webinar, Eastern Standard Time (EST) Area of Interest: Pensions, Benefits Format: Web
Jan
21
Economic Forecast 2015 - January 21, 2015 January 21, 2015 7:30 AM to 9:00 AM Royal Mayfair Golf and Country Club, Edmonton, Alberta Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person Angus Watt will provide a summary and forecast for the year ahead locally, regionally and globally. Angus graduated from York University in 1974 with a degree in Political Science, and immediately entered the investment industry. Currently, he is Managing Director, Individual Investor Services, National Bank Financial. His expertise is in assisting with long term Financial Planning, Estate Planning, and Group Benefits. He is a past recipient of the Investment Dealers Association ‘Program of Distinction Award’ for the Prairie Region. Angus and his group manage over $800,000,000 in assets, have over 130 years of combined market experience, and are specialists in Investment Management as well as Portfolio Strategy, Financial Planning, Individual Insurance, Group Insurance and Benefits planning. As Central Alberta’s Business Authority, Angus broadcasts over 50 times per week on Global TV and 630 CHED. Angus is Chair, Alberta Order of Excellence Council; Honorary Consul of the Kingdom of the Netherlands; Honorary Lieutenant Colonel of the South Alberta Light Horse regiment, and Member, The Senate of the University of Alberta. Angus is currently a Director at Large for The Lieutenant Governor’s Circle on Mental Health Foundation, and Board Member of the American Chamber of Commerce in Canada. He also serves as an advisor to Little Warriors and The Hearing Foundation of Canada. Previously, Angus was Chair of The United Way of Northern Alberta (two terms), Chair of The Minerva Foundation, The Support Network, and The Support Network Foundation. Angus is a past Director (and past Chair), Edmonton Police Foundation, past board member, TELUS Edmonton Community Board, David Foster & Friends Edmonton Committee, City of Edmonton Food & Agriculture Advisory Committee, and a past advisor to The Canadian Cancer Society, He is a past recipient of the “Paul Harris Fellow”, awarded by the Rotary Club of Canada. In 2012, Angus received The Queen Elizabeth II Diamond Jubilee Medal Host: Elaine Shannon, Alberta School Employee Benefit Plan
Jan
15
National Webinar - Forecasting Drug Costs January 15, 2015 1:00 PM to 2:00 PM Broadcasted Webinar, Eastern Standard Time (EST) Area of Interest: Benefits Format: Web
Jan
13
Pension Basics Series - 2015 (5 Courses) January 13, 2015 7:59 AM to 11:30 AM Alberta Teachers' Association, Edmonton, Alberta Area of Interest: Pensions, Investments Format: In Person
Dec
11
National Webinar - Into the Great Unknown December 11, 2014 1:00 PM to 2:00 PM Broadcasted Webinar, Eastern Standard Time (EST) Area of Interest: Investments Format: Web
Nov
19
Trends in Digital Plan Member Engagement November 19, 2014 7:30 AM to 9:00 AM Royal Mayfair Golf and Country Club, Edmonton, Alberta Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person A new era: We’re living in a new era of where and how Canadians are consuming information and services and interacting with brands. It’s no longer about trends and forecasts, we’re living in a world where the vast majority of us are connecting via mobile and social media and we are experiencing the benefits of doing so. Of course this is more so for the younger folks than older employees who interact in a more traditional way but this is changing too. Are we ready: Are group providers aligning with benefit plan member expectations? Are we delivering content and experiences on platforms where the majority of plan members are - and are we providing content and functionality that is relevant and expected. Why does it matter: We’ll look at the ROI of doing mobile and social right and how we should be thinking about the costs and benefits. The topic isn't purely generational diversity as such but deals with emerging trends in consuming information and services, largely due to a new generation but not solely. Paul is Director of Digital Solutions for Group Benefits at Sun Life Financial Canada. He has worked in eBusiness and Digital Marketing for the past 10 years. Paul currently leads digital technology product development, as well as digital marketing strategies and best practices. He is a Certified Employee Benefit Specialist and has gained a breadth of experience and perspective working in other areas of the group benefits business, including Operations and Business Development. Host: James Foremsky, Alberta Blue Cross
Event: 33 of 80 Registered
Oct
15
The Business Value of a Healthy Workforce October 15, 2014 7:30 AM to 9:30 AM Royal Mayfair Golf and Country Club, Edmonton, Alberta Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person Canadian employers have long relied on their benefit programs to help keep their workers healthier and to stem the tide of higher health, absence and disability costs. According to Towers Watson’s latest study of organizational health and productivity practices, many employers are now working to refine the efficiency of their plans by better engaging employees in their own health maintenance and directly linking organizational health strategy to the employee value proposition. Research findings from their Staying@Work research on high-effectiveness health and productivity programs will be discussed as well as the types of strategies employers are utilizing to improve employee health and financial results. During this session, strategies will be explored for employers to: implement employee health engagement strategies; manage key lifestyle risks such as stress, lack of physical activity and obesity; increase participation rates in lifestyle change and support programs; improve health awareness and disease prevention (including mental and emotional health); apply health and productivity effectiveness benchmarks; and compare your organization’s health and productivity against your peers. Julia joined the Calgary office of Towers Watson as a Senior Consultant in 2011 and has over 18 years of experience working in the health and insurance industry. Julia leads Towers Watson’s Absence, Disability and Health Management Practice for Western Canada where she consults to clients on a broad range of strategic issues in the areas of attendance management, disability management, health measurement as well as wellness program design and execution. She has worked with a wide range of organizations across Canada in both the public and private sectors, including leaders in the energy, retail, transportation, education, construction and manufacturing industries. Julia holds an MBA from the Haskayne School of Business at the University of Calgary as well as an Honours B.A. from the University of Guelph in Psychology and Business Administration. She is also a licensed life insurance agent. Sylvana recently joined the Calgary team of Towers Watson as a Consultant in the Health & Group Benefits practice. She has over 25 years of experience working in the area of corporate health and wellness and has served on various Advisory Committees. Sylvana’s programs have been recognized both at the provincial and national level. Sylvana consults to Towers Watson’s clients on a broad range of strategic issues related to employee health and productivity including program design, integration and implementation as well as health measurement. Sylvana has a degree in Kinesiology and a Certificate in Adult Learning. She holds a Professional Certification with the Canadian Exercise Physiology Association. Host: Damon Callas, Aon Hewitt.
Event: 17 of 80 Registered
Sep
17
Sanofi Canada Healthcare Survey September 17, 2014 7:30 AM to 9:00 AM Royal Mayfair Golf and Country Club, Edmonton, Alberta Area of Interest: Benefits, Networking Format: In Person The annual Sanofi Canada healthcare survey is a recognized Canadian instrument that provides valuable information to plan sponsors and employers. The 2014 survey responses have been compiled. The results provide information for sponsors and employers to consider as they review their benefits and wellness programs and determine specific initiatives to ensure a healthy workplace and provide supports to employees. The CPBI Northern Alberta Council is pleased to welcome Art Babcock of Aon Hewitt Consulting to present the survey results. Art is a member of the sanofi-aventis Healthcare Survey Advisory Board. Art is Vice-President at Aon Hewitt in Edmonton and has provided benefits advisory services to public and private sector plan sponsors for over 28 years. He is active in the industry as an educator, author and speaker and in addition to CPBI, holds membership in The International Society of Certified Employee Benefits Specialists, and the International Foundation of Employee Benefit Plans. Art has a Master's degree in Business Administration as well as the CLU and CEBS designations. Benefit plan sponsors, human resources and benefits professionals who are responsible for benefit plan design and policy development, strategic initiatives for competitive benefits as an attraction and retention tool and health and wellness promotion within their organization are encouraged to attend this session.
Event: 36 of 80 Registered
Jun
18
DC Plan Retirement: The Shift from Accumulation to Decumulation June 18, 2014 7:30 AM to 9:00 AM Royal Mayfair Golf and Country Club, Edmonton, Alberta Area of Interest: Pensions, Investments, Networking Format: In Person During working years, employers spend time, money and effort to make sure that plan members participate in a competitive, well run retirement plan, with appropriate investments and low fees. However, in many cases, neither employers nor employees know if the accumulation of assets will lead to a pension that’s good enough to retire on. And, just when employees need the most help in putting their retirement puzzle together, many employers step aside. This discussion will highlight how some of the new investment products and services will get plan members through retirement, not just to retirement; what some employers are doing to help employees get ready; comparing the current offerings from plan record keepers and what we might see from regulators going forward. Burk has 30 years’ experience in the pension and investment industry. He has been involved in almost every aspect of retirement and savings plan design, investment and manager selection, monitoring and governance. He has worked with some of Canada’s largest retirement plans, providing guidance and advice to companies, unions, boards of trustees and pension investment committees. As a member of Aon Hewitt’s Investment Consulting practice, Burk is also the DC Practice lead for Western Canada and provides clients with investment selection and monitoring services, as well as guidance on plan design, governance best practices, charter documents and other policy statements. For a number of years, Burk has been working with his clients on plan member purchase of retirement products, education in the pre-retirement corridor, and developing best practices in this area. He has a degree from the Sauder School of Business at the University of British Columbia and is a Past Chair of the Canadian Pension and Benefits Institute’s National Board. Host: Damon Callas, Aon Hewitt
Event: 23 of 80 Registered
May
27
CPBI FORUM 2014 - LIVE WEB STREAMING May 27, 2014 7:45 AM to 4:45 PM Online Area of Interest: Pensions, Benefits, Investments Format: Web For industry professionals who cannot attend in person, the CPBI FORUM Live Online Channel is a great opportunity to experience the first day of FORUM 2014; attend 6 sessions live and earn CE credits, download resources, chat and exchange with peers, all without leaving the comfort of your seat.
May
26
CPBI FORUM 2014 - Practical Solutions for a Turbulent World May 26 - 28, 2014 8:00 AM to 3:00 PM The Westin Copley Place, Boston, Massachusetts Area of Interest: Pensions, Benefits, Investments Format: In Person, Web The 45th annual national conference, FORUM 2014, of the CPBI will convene May 26th - 28th, 2014 in Boston at the Westin Copley Hotel.
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