Artificial intelligence is here to stay: Are we prepared?

Artificial intelligence is here to stay: Are we prepared?

November 21, 2023 1:00 PM to 2:15 PMOnline - Eastern Time
Area of Interest: Pensions, Benefits, Investments Format: Web

Artificial Intelligence (AI) is an area of significant interest and poised to have a greater impact for pensions and benefits industry participants. As this field continues to emerge, CPBI is committed to shedding light on the potential governance, legal, and regulatory implications that may arise.

The panel discussion will address the specific impact and implications of AI in the industry. Panelists will be share their perspective from human resources, legal, and regulatory points of view.

Attend this session to to learn how AI is shaping and will continue to shape the pension and benefits landscape and whether the industry is prepared for these changes.

This session is valuable for fiduciaries, plan sponsors and individuals who have a governance role in plans and those advising them in this emerging area.


Date & Time 

Tuesday November 21, 2023 at 1 PM ET 
2 PM AT | 12 PM CT | 11 AM MT | 10 AM PT

Duration: 90 minutes 

Location: online 



Member ticket: $25

Non-member ticket: $40

Members can buy a table of 6 at: $125

Non-members can buy a table of 6 at: $200

Cancellation Policy
CE Credits will be offered in partnership with The Institute of Advanced Financial Education, the Insurance council of Manitoba, the Saskatchewan Insurance Council, the Alberta Insurance council. and BC insurance council. As well, a certificate of attendance confirming education hours will be offered, with which attendees may seek corresponding accreditation via their preferred regulatory body.


Ana Garcia

Ana Garcia 
Director - Risk Quantification Division
Superintendent of Financial Institutions (OSFI)

Ana Garcia joined Office of the Superintendent of Financial Institutions (OSFI) in September of 2019 and is a Director in the newly formed Risk Quantification Division. The mandate of her team is to assess the evolution of model risk, including that from AI/ML adoption, in the Canadian Financial Industry as well as leverage advanced analytics techniques to build models for risk assessment and quantification.

For the last two years, Ana led the Artificial Intelligence and Machine Learning Working Group at OSFI. The main goal of the group was to explore how institutions are adopting these advanced techniques and understand the challenges and risks that come from their use in order to appropriately provide guidance and supervision in this space.
In her previous role in the Model Risk Division, Ana contributed to the assessment of models and model risk management practices at institutions.

Prior to joining OSFI, Ana worked for a large Canadian bank in Capital Markets Risk Management holding progressive roles in Counterparty Credit Risk, Market Risk and Model Risk. In her most recent role, she was responsible for Model Performance and Market Data for the models used in Capital Markets Risk Management.

Ana holds a Master in Mathematical Finance from University of Toronto.

Heather Whiteside
Fasken Martineau DuMoulin LLP 

As a member of Fasken’s Privacy and Cybersecurity practice group, Heather provides private and public-sector organizations with advice on compliance with federal and provincial privacy laws. She helps clients develop privacy policies and procedures, respond effectively to freedom of information requests, and negotiate contracts relating to personal information, such as data processing and data licensing agreements. She also provides privacy advice with respect various transactional matters, including corporate restructurings and share and asset purchase transactions. Heather has particular expertise in health privacy matters involving personal health information, such as the development of digital health technologies and data sharing frameworks for healthcare providers and researchers.

Heather is an IAPP Certified Information Privacy Professional (CIPP/C). She holds an LLM from Georgetown University, where she was awarded the Thomas Bradbury Chetwood, S.J. Prize for achieving the highest academic average in the National & Global Health Law program, and a BCL/JD from McGill University, where she served as the Editor-in-Chief of the McGill Journal of Law and Health. Prior to law school, Heather obtained an Honours Bachelor of Arts in History and Political Science.

Heather summered and articled at Fasken and was previously seconded to The Hospital for Sick Children.

Jason Averbook

Jason Averbook
Senior Partner, Global Leader, Digital HR Strategy

Jason is a Senior Partner and Global Leader of Digital HR Strategy with Mercer | Leapgen. From January 2018 to March of 2023, he was Co-founder and CEO of Leapgen, a digital transformation company helping organizations shape their future workplace. Now as Mercer | Leapgen he’ll continues broadening executive mindsets to rethink how to better design and deliver employee services and drive the shift from doing technology projects to being a digital function. With the new partnership of Mercer | Leapgen, he now expands the resources and reach to a global market.

Prior to founding Leapgen, Jason served as the CEO of The Marcus Buckingham Company (TMBC). In 2005, he co-founded Knowledge Infusion LLC and served as its CEO until 2012, when the company was sold to Appirio. He has also held senior leadership roles at PeopleSoft and Ceridian Corporation. Jason has more than 20 years of experience in the HR and technology industries and has collaborated with industry-leading companies in transforming their HR organizations into strategic partners.

Jason has been recognized globally as one of the top 3 thought leaders around HR technology and the future of work.

Kevin Press

Moderated by: 

Kevin Press
Kevin Press Communications

Kevin Press has more than 25 years experience in journalism, communications and marketing. He began his career in the benefits and pension industry as a magazine editor in 1996. Following that, he served a combined 17 years in marketing and communications roles at Sun Life Financial and RBC Insurance. Kevin served as a CPBI volunteer on both the Ontario Regional Council and National Board, from 1999 to 2013.

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