FORUM 2022 In-Person

FORUM 2022 In-Person

June 13 - 15, 2022 9:00 AM to 5:00 PMLe Centre Sheraton Montréal, Montreal, Québec
Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person, Web

Thank you to all participants and partners who made this year's FORUM a total success! 

If you missed a sessions you can access the full program on-demand via the FORUM 2022 online platform. 

If you didn't register for the live broadcast, you can still do so now and enjoy the whole conference on demand. 

CPBI FORUM 2022 Online Platform 

(Login using the email you used for registering)

Finally, after two years of online meetings, the CPBI National Conference - FORUM 2022 - will take place
IN-PERSON, June 13-15, 2022 
at Le Centre Sheraton Montreal Hotel in downtown Montreal, QC.

Join your industry colleagues for 3 days of face-to-face learning and networking, with all sessions being recorded and accessible on-demand after the conference.

It’s time to DITCH YOUR SCREENLEAVE your home office and RE-CONNECT!

JOIN US in Montreal to:

Engage with peers & speakers 
- Enhance your skillset
Expand your mind
Awaken your senses
Embark on new experiences

If that isn't enticing enough, the Canadian Grand Prix will be hosting some of the world’s greatest F1 racers in downtown Montreal, directly after FORUM; with festivities starting on June 16th! 






Birthdates Should Not Drive DC Pension Plans
Mark S. Yamada, President & CEO, Pur Investing


Exploring Best Practices: Are Plan Administrator Required To Consider Climate Change?
Emile Lavergne, Climate Strategist, Manifest Climate
Jonathan Wypych, Associate Osler, Hoskin & Harcourt LLP


Blue Print To A Pension Plan
Nisha Singh, Senior Consultant PBI Actuarial Consultants Ltd.


Communication in the Digital Age
Leyla Imanirad,  Chief Empowerment Officer, Pension Bar


Decumulation: The Why & How for Plan Sponsors
Frederick Vettese, Actuary and Retirement Expert
Pat Leo, VP, Longevity Retirement Solutions, Purpose Investments


A Mind for Pensions
Tim Cottee, Director, Sales Enablement, Group Retirement and Savings, Canada Life


CAPSA Initiatives
Angela Mazerolle, Vice President, Regulatory Operations; Superintendent, Pensions and Insurance at FCNB (New Brunswick)
Caroline Blouin, Executive Vice President, Financial Services Regulatory Authority (Ontario)




Employee Resilience: How to Increase It – And Strengthen Organizational Performance
JM Lavoie, Regional Vice-President, Business Develpment and Client Relationship – Group Retirement Services - Quebec
Alexandra Laflamme-Sanders, Assistant Vice-President, Products & Solutions, Group Benefits, Sun Lifea


Drug Trends Panel
Martin Chung, Assistant Vice President, Strategic Health Management, Equitable Life of Canada
Anar Dossa, Director, Pharmacy Services, Pacific Blue Cross
Suzanne Lepage, Private Health Plan Strategist


Advanced COVID-19: Legal Considerations for Return to the Office and a Litigation Update
George G. Vuicic, Associate, Hicks Morley LLP


Make Better Decisions: Applying Real World Evidence in Health and Disability Plans
Chris Bonnett, Principal Consultant, H3 Consulting
Daria O’Reilly, Lead Health Economist, Telus Health
Ned Pojskic, Vice President, Pharmacy Benefits Management, Green Shield Canada


Disability and Return to Workplace
Dan Licoppe, Director, Maximum Benefit, Johnston Group
Addie Greco-Sanchez, President, AGS Rehab Solutions Inc.


Group Benefits And Well-Being: The New Normal
Williams Lindsay, Senior Disability Management Advisor for the Disability Management and Prevention team, Desjardins Insurance


Canadian Health Equity Index: 2022 Insights
Patty Faith, Director, Brand and Communications, Medavie Blue Cross




The Value Of Risk Modelling To Diversify Your Portfolio Risk And Optimize Your Asset Allocation
David McGowan, Vice President, Strategic Asset Allocation, BCI
Daniella Vega, Vice President, Multi-Asset Class Solutions, Fiera Capital


The Impact Of Rising Inflation On Your Investments: Strategies To Combat The Impact Of An Inflationary Environment
Rachel Volynsky, Chief Investment Officer, Mercer Global Investments Canada Limited
Denise Kehler, Head of Delegated Portfolio Management, Canada, WTW and Integra Capital Limited


ESG Integration, From Policy To Portfolio
Emily Lawrence, Director of Sustainable Investing, Northern Trust Asset Management


CIO Panel
Asif Haque, Chief Investment Officer, CAAT Pension Plan
Aaron Bennett,  Chief Investment Officer, UPP 


Alternative Investments: The Case For Domestic Versus Global Investment
Andrew Croll, Vice-President and Director, Alternative Investments TD Asset Management
David Alloune, Senior Director, Trans-Canada Capital




Keynote: Innovate Or Die!
Pablos Holman 


Head, Heart And Hands – An Inside Look At Mental Health Matters And Our Path Forward
Amy Deacon, Clinical Social Worker/Founder, Toronto Wellness Counselling
Julie Gaudry, Head of Group Benefits, RBC Insurance


Economic Forecast Panel
Carlos Leitão, Member of the National Assembly of Quebec, Member for Robert-Baldwin (Quebec Liberal Party), Chair of the Committee on Public Administration, Official Opposition Critic for Infrastructure, Official Opposition Critic for Integrity in Public Procurement, Official Opposition Critic for Public Finance, Official Opposition Critic for the Fight Against Climate Change

Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation, Fiera Capital


Mieux-être et avantages sociaux : la nouvelle donne
William Lindsay, Conseiller Service aux preneurs en gestion et prévention des invalidités, Desjardins Assurances


Résilience des employés : comment l’accroître – et renforcer le rendement organisationnel
JM Lavoie, Vice-président régional, développement des affaires, Régimes collectifs de retraite, Sun Life Québec
Alexandra Laflamme-Sanders, Vice-présidente adjointe, produits et solutions, Garanties collectives, Sun Life, Québec


Repenser l'avenir : Extraire les possibilités
Philippe Lagacé, Conseiller principal, assurance collective, Mercer Marsh Avantages Sociaux


L’Intégration ESG : de la politique au portefeuille
Emily Lawrence, Directrice nord-américaine de l’investissement durable, Northern Trust Asset Management


Strategies légales pour le retour au présentiel et mise à jour sur la jurisprudence
George G. Vuicic, Associé, Hicks Morley LLP


Reconnect. Montreal Style!

Sunday, June 12, 2022 5:30 pm to 7:00 PM - First on the Scene Hospitality Suite

Flying in early? Drinks are on us! Drop by our Hospitality Suite for cocktails and canapés.

Monday June 13, 2022 - 11:30 AM to 2:00 PM - Champagne Wall & Sugar Shack Lunch

Time to step out of your bubble and reconnect with peers at the Veuve Clicquot Champagne Wall, get your Buzz on at the Barista Coffee Bar and Sweeten the Deal with our Sugar Shack luncheon.

Make sure to join us to pick up your special welcome gift!

Monday, June 13, 2022 6:00 pm to 9:00 PM - Montreal EXPO ‘22 Reception & Dinner

Flashback to World Fair fun & games and work up an appetite for the Taste of the Nations Food Fest!

Monday, June 13, 2022 9:00 pm to 11:00 PM - Remember Montreal’s Cabarets

Calling all cellar smellers! No flat tires allowed. No coffin varnish will be served, we promise!

Follow the clues to our secret After Hours Speakeasy for some Giggle water. Brush up on your 1920’s speakeasy slang. They’ll come in handy for your drink order. 

Tuesday, June 14, 2022 6:15 pm to 9:30 PM - Revive your Senses with the best of Montreal

An evening of Mixology, Sumptuous Food and Performing Arts.

Tuesday, June 14, 2022 9:30 pm to 11:00 PM - After hours Jazz & Nightcap

Between the two World Wars, Montreal was known as the Harlem of the North. Come join us while we serve up some Jazz - Montreal style.




Plan Sponsor Member 


Plan Sponsor  

Regular Rates    

$ 1,550

$ 1,300

$ 2,100

$ 1,800

*GST, HST & PST is applicable on all FORUM 2022 rates 

***CPBI will follow provincial public health measures and safety protocols in effect at the time of the event.***

Cancellation Policy
Attending FORUM sessions allow you to earn CE credits for: La chambre de sécurité financière, The Institute of Advanced Financial Education (Advocis), Insurance council of Manitoba, Insurance of Saskatchewan, Alberta Insurance council, BC Insurance council.

To discover other fun activities that Montreal has to offer,
click on the image below.

If you prefer to attend the VIRTUAL CONFERENCE OPTION

















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