CPBI Ontario Pension Plan Certificate Program

CPBI Ontario Pension Plan Certificate Program

September 12 - 14, 2017 8:30 AM to 4:30 PMYorkville Conference Center, Toronto, Ontario
Area of Interest: Pensions, Networking Format: In Person

In Partnership with the HRPA, the Canadian Pension and Benefits Institute is pleased to offer the Pension Plan Certificate Program again for the Fall 2017!

Designed to provide a rich understanding of pension plans and governance, this program is an intergal step in ensuring a motivated, confident, and productive workforce.

Complete all three levels and receive your CPBI/HRPA accredited certificate.

CPBI Members are able to register at a discounted rate. Please contact the CPBI Ontario Regional Office for the discount code - [email protected]

Please note: The promo code entitles you to the HRPA Member rate. If you are an HRPA member, you will automatically receive the HRPA Member rate without having to apply the promo code. Registrants are allowed only one discount per registration, equivalent to the HRPA Member rate.

This program is offered over three dates:

Level 1: September 12, 2017
Level 2: September 13, 2017
Level 3: September 14, 2017
Each day builds on the knowledge and skills of the previous level.

Compelling reasons to earn your certification:

  • Keep your employees motivated, confident and productive through their worklife.
  • Master the basics of Pension Plans and Governance Retirement Plan arrangements are under increased scrutiny from pension regulators and the corporations that sponsor them.
  • Legal issues concerning Canadian private pension plans have grown in prominence, as well as mounting issues over their adequacy in the context of an ageing population.
  • These concerns have become more acute as a result of the global economic downturn and the poor performance of pension plan investments.
  • A must-attend program for HR professionals, committee members and pension trustees
  • Learn all about the key elements of operating and administering pension plans.
  • Gain a valuable, practical overview of retirement plans, governance and how you can help manage this valuable benefit.
  • Survey the sources of legal obligations relating to pension plan administration and understand best practices to navigate the various aspects of pension plans: fiduciary duties, pension law and regulations, funding, investment management and communications.

Participant Take-aways:

Level 1 – Introduction to the key elements of a Canadian retirement arrangement and its context

Overview of the retirement system in Canada
Definitions of the various retirement plans used by employers
Regulation of retirement plans
Statutory standards and other governance guidelines of retirement plans
The role of service providers
Investment management
Asset custody

Level 2 – In-depth look into the guiding principles of retirement plans

Income Tax Act requirements
Minimum standards pension legislation
Retirement plan documentation
Actuarial funding and accounting reports
Employment and Family law issues
Investment management for Defined Benefit and Capital Accumulation plans
Employee communication and member support beyond enrollment: making sure the participants understand the true value of their group savings plan

Level 3 – Pension case studies and practical intelligence

Pension disputes
Designing governance structures
Designing governance structures
Investment policies and other governing documents
Real-life fiduciary and actuarial issues /de-risking
Investment management (non-traditional portfolio strategies, investment trends, how to drive a meeting or interview with investment managers)
Audits by regulators
Outlook: a practitioner’s look into the future

What you will gain:

Attendees can offer immediate value-add and ROI to the organization after earning certification in the following ways:

Initiate steps for good pension governance.
Avoid prospects of legal liabilities related to pension plans, particularly in an environment of economic uncertainty.
Develop an effective risk management strategy and foster a culture of knowledge and best practices among key individuals involved.
Ensure compliance with legal obligations and greatly reduce exposure to liability.

Who should attend:

HR professionals; Members of Board of Trustees; Pension Committees; C-Suite executive; Pension trustees (directly responsible for administration, governance or management of pension plans)



Jon Marin
Jon Marin practices exclusively in the pensions and employee benefits law area, providing advice on legal and regulatory issues affecting all aspects of provincially and federally regulated pension plans and other employee benefit plans.

Jon deals with issues such as plan design, governance and administration, pension de-risking, plan wind ups, plan compliance, as well as pension and benefit issues arising in corporate transactions generally, including acquisitions, divestitures, mergers and corporate reorganizations.

Jon has assisted on several conversions of registered pension plans from defined benefit to shared risk plans (a form of target benefit plan) in both the public and private sectors in the province in New Brunswick. Jon also provides ongoing advice relating to the administration of shared risk plans.

James Pierlot
Founder and principal of Pierlot Pension Law, James Pierlot provides legal and consulting advice to pension plan sponsors and administrators. He also develops and delivers educational programs on pension administration and governance for pension trustees, pension plan administrators and other organizations, including Humber College and the Human Resources Professionals Association, Ontario Branch. James is a member of the Canadian Bar Association Pension & Benefits Law Executive Committee, a past-Chair of the Ontario Bar Association Pension & Benefits Law Executive Committee, a member of the C.D. Howe Institute Pension Policy Council and a member of the Legal Advisory Committee of the Financial Services Commission of Ontario. James speaks at industry events, is frequently quoted in the press and gives radio and television interviews.

Recognized as a thought leader on retirement income security, James was awarded the Queen Elizabeth II Diamond Jubilee Medal and the John Hanson Memorial Prize from the Chicago Actuarial Foundation in 2012 for his advocacy and published work. He speaks English and French and holds degrees in tax law, civil law, common law, European law and history.

Gord Lewis
Gord joined Proteus in 1997 to bring his professionalism and business experience to the Canadian pension plan sponsor community, delivering pension governance, performance measurement, and investment manager research and search services. Gord was appointed Vice President in 2001 and became a shareholder in Proteus in 2006. 

Gord has published in major Canadian and international pension and investment publications, spoken as a subject matter expert on numerous occasions at industry conferences, sits on the Plans & Trusts Advisory Panel as well as the Board of Directors for Southlake Regional Healthcare Foundation and is the Chair of the Foundation’s Investment Committee.

Upon graduating from Western University in 1987 with a Bachelor of Economics, Gord continued his studies at Queen’s University and received an MBA in 1991.

Som Seif
Som Seif is the founder and Chief Executive Officer of Purpose Investments Inc. which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012. Mr. Seif started Claymore Investments in Canada in January 2005 and, as President and Chief Executive Officer, led implementation of the company’s business development and corporate strategies. Over its seven years of operation, Claymore Investments grew organically to $8 billion in assets and established itself as a Canadian leader in bringing intelligent, low-cost exchange-traded funds to investors through its family of thirty-four exchange-traded funds across broad asset classes. Prior to Claymore Investments, Mr. Seif was an investment banker with RBC Capital Markets, where he played a key role in developing the structured products group in both Canada and the U.S. 

Som is a Chartered Financial Analyst and has a Bachelor of Applied Science with an emphasis on Industrial and Systems Engineering from the University of Toronto. Som has a strong commitment to community and is currently a member of the Sunnybrook Hospital Foundation Board, Chair of the Art Gallery of Ontario Corporate Development Committee, a member of the Art Gallery of Ontario’s Foundation Board and University of Toronto Mechanical & Industrial Engineering Advisory Board, and a board member of The Next 36. In 2011, Som was recognized for his vision and leadership by Caldwell Partners International with the Top 40 Under 40 award.

>> Register by clicking here! <<

Fees and Registration
Membership TypesRegular Price
Regular membership$1,500.00 CDN
Plan Sponsor Individual Membership$1,500.00 CDN
Associate$1,500.00 CDN
Student$1,500.00 CDN
Non Member$1,800.00 CDN
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