CPBI Ontario Canadian Pension Certificate Program Online

CPBI Ontario Canadian Pension Certificate Program Online

March 22 - 31, 2021 9:30 AM to 4:00 PMOnline - Eastern Time
Area of Interest: Pensions, Networking Format: Web

>> Register here <<

In Partnership with the HRPA, the Canadian Pension and Benefits Institute is pleased to offer the Pension Certificate Program

March 22, 2021 to March 31, 2021 - Online - 21 Hours


Pensions and retirement savings used to be a relatively straightforward area for HR professionals. Not anymore.

While still a very important element of employee compensation, the landscape of pension and retirement savings has become much more complex.
Longer life expectancies and workplace demographics that often skew toward the more mature end of the spectrum are also complicating factors. And as pension law and regulation continue to evolve, a good understanding of the legal framework, best practices and risk management is critical to successful plan administration.

In this certificate course, master one of the most important elements of employee compensation, and learn how to make your firm's programs as efficient as possible. This is an invaluable opportunity to further your career and enhance your company's effectiveness by becoming an expert in the area of pension and retirement savings.


HRPA and/or CPBI Members: $1650 + Taxes  
Non-Members: $2060 + Taxes

***CPBI Members register at discounted rate. Please contact the CPBI Ontario Regional Office for the promo 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.

Join CPBI-ICRA now! (regular membership $300 + taxes)

What is the course format?

Intro/Welcome – Monday March 22nd, 2021 (9:30 am – 10:00am EST)

Module 1 - Monday March 22nd, 2021 (10:00 am – 12:00 pm EST)

Module 2 - Monday March 22nd, 2021 (2:00 pm – 4:30 pm EST)

Module 3 – Wednesday March 24th, 2021 (10:00 am – 12:00 pm EST)

Module 4 - Wednesday March 24th, 2021 (2:00 pm – 4:30 pm EST)

Module 5 – Monday March 29th, 2021 (10:00 am – 12:00 pm EST)

Module 6 - Monday March 29th, 2021 (2:00 pm – 4:30 pm EST)

Module 7 – Wednesday March 31st, 2021 (10:00 am – 12:00 pm EST)

Module 8 - Wednesday March 31st, 2021 (2:00 pm – 4:00 pm EST)

What will you learn?

After completing the certificate program, participants will have the skills and information required to:

  • Gain an understanding of the legal and regulatory framework that applies to pension and other retirement savings plans.
  • Learn tips on best practices in plan administration and governance.
  • Get strategies to reduce risk and liability in plan administration.
  • Develop an understanding of investment and plan structure principles across different plan types

Who should attend?

HR professionals/Executives, VPs/Directors/Managers of Human Resources, HR generalists, Pension Committee Members, Boards of Trustees, C-suite Executives. Head of Finance, Finance Managers, Analysts, Pension Specialists, HR Consultants, Business Owners.


What is covered?

During this four-day, eight-module virtual experience designed for HR practitioners, participants will collaborate with peers through instruction, case studies, scenarios and simulations that include:

Key Concepts – DC Plans, DB Terminology, Plan Funding, De-Risking, Actuarial Assumptions
- An overview of the terminology and tax rules
- Actuarial funding and valuations
- Investment rules and regulations
- De-risking options and trends

Key Concepts - Defined Contributions & Retirement Savings Plans
- Overview of plan types and considerations for each
- Defined Contribution plan sponsor best practices
- Global & Canada DC Industry Trends
- Improving Member outcomes

Investment Concepts Explained - for DB & DC Plans

- Investment asset classes & strategies explained
- DB vs. DC plans, from an investment perspective
- Investment fund/manager selection for DB plans
- Investment fund/manager selection for DC plans
- Investment trends and insights

Best Practices in Plan Administration & Communications

- Administration & communications overview
- Best practices for all organization types & size
- Identify common administration pitfalls
- The importance of getting clear and accurate communications
- Communications in a post-COVID world

Plan member’s transition to retirement

- The state of the plan member today
- Helping your members address the retirement gap
- Decumulation product trends and insights
- Improving Member outcomes
- Communications policies and best practices for retiring employees

Technology & Innovation

- Technology's place from a plan sponsor's perspective
- Trends and insights
- Technology practices to enable the modern organizations
- Cyber Security Update & best practices

Governance & Risk Management

- Types of employer sponsored retirement plans
- Basic principles of plan governance
- Risk management and best practices in plan governance

Regulatory Compliance for Plan Sponsors & Administrators

- An overview of the complex web of legislation applicable to pension plans
- Minimum standards governing member entitlements and compliance
- Common plan administration issues
- The importance of member communications

>> click here to register  <<

 For more information or assistance please call: 877 599 1414 or email [email protected]


Cancellation Policy 

>> CPBI Ontario Upcoming Events << 

Speakers' Bio:

Jason Vary, President, Actuarial Solutions Inc.

Jason has practiced in defined benefit pension and retiree health plans for over twenty years. He has experience with many plan designs including single-employer, multi-employer, jointly-sponsored, private sector, government, unionized, non-unionized, as well as registered and non-registered executive plans. He also provides clients with independent due diligence services with respect to mergers and acquisitions, and expert independent advice on matters before arbitrators and the courts. Jason is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries and is also an active volunteer within the actuarial profession and with the Financial Services Regulatory Authority of Ontario.

Paul Rossi Investment Consultant, Eckler Ltd

Paul joined Eckler’s Investment Consulting practice in 2004, starting out as an investment analyst. Today, he serves as lead and co-lead consultant to clients of all sizes with defined contribution (DC) or defined benefit (DB) plans, working with clients in a variety of areas, ranging from governance, to investments, to record keeper selection and plan design.
Paul has been primarily focused on DC over his entire career and has extensive knowledge of investment managers and record keepers, leading various research efforts on both fronts over his tenure at Eckler. He brings a detailed approach to all his clients and specializes in helping manage their DC plans effectively.
Paul graduated from Ryerson University with an Honours Bachelor of Commerce degree and has completed level 1 of the Chartered Financial Analyst designation.

Natasha Monkman, partner, Hicks Morley’s Pension Benefits and Executive Compensation practice group

Natasha regularly advises private and public sector employers on a variety of plan administration, compliance and governance matters relating to their employee benefit plans and pension plans, including with respect to the administration of marriage breakdown and death benefit entitlements. She also regularly advises employers under going significant transactions and with respect to pension plan funding issues.

Anastasia Soldatos, pension and benefits lawyer, Principal at Mercer (Canada) Limited

Anastasia consults on all aspects of pension plan matters (DB and DC pension plans), including governance, pension plan mergers, pension plan design, ongoing pension plan administration, compliance issues and cross-Canada employee privacy issues. She is in fluent in French and has experience with Quebec pension plan matters. She also consults on capital accumulation plans. Anastasia is an executive member of the Ontario Bar Association, Pension and Benefits Law Section. She holds a Bachelor of Common Law and a Bachelor of Civil Law from McGill University and an MBA from the University of Guelph. Anastasia is a member of the Law Society of Upper Canada, the Canadian Bar Association and the Ontario Bar Association.

Joseph De Dominicis
Senior Vice President, Retirement solution leader, People Corporation

Joseph leads the retirement solutions business. In addition to his leadership responsibilities, he is focused on providing strategic advice to medium and large organizations on their workforce strategy and HR programs.

Joe has 20 years of experience as a strategic HR consultant with large multinational HR consulting firms in various geographies across Canada, US, South America, and UK across a variety of industries. He has specialized expertise in retirement and savings arrangements including benefit design, governance, risk management, funding, and accounting.

Joe is also actively involved in the industry, having served on the regional and national council of the ACPM. He also worked with the Society of Actuaries building their Canadian office and elevating their brand within Canada.

Joe holds an Honours Bachelor of Science in Commerce and Actuarial Science from the University of Toronto, where he graduated on the Dean’s List. He is a Fellow of the Canadian Institute of Actuaries and a Fellow of the Society of Actuaries.

Salina Shariff
Financial wellness leader, People Corporation

Salina leads the financial wellness initiative through consulting, creating, managing, and delivering member communication for clients. She has also championed the launch of a digital financial wellness platform designed to provide a holistic financial well-being strategy to assist individuals towards better financial outcomes.

Salina’s career spans over 30 years within retirement solutions, including 15 years in leadership roles. Her experience in the retirement and savings industry is founded in several of Canada’s largest insurance companies. Salina’s background in retirement administration, client relationship management and financial education makes her a subject matter expert for
colleagues and clients. The last decade of Salina’s career has focused on various components of retirement solutions to assist plan sponsors and members in achieving their retirement goals. Salina now leverages her experience in the field to build and offer financial wellness consulting solutions to clients at People Corporation.

Salina holds a Bachelor of Commerce degree, Retirement Plan Associate (RPA) designation, is Life Licensed (LLQP) and has passed exams for the Investment Funds Institute of Canada (IFIC) and Canadian Securities Course

Steve Tarling
Consultant group retirement solutions, People Corporation

Steve manages all aspects of our relationships with clients, assisting in plan implementation and design, to responding to the ongoing needs of plan sponsors throughout the partnership.

Steve has over 20 years of experience in the group retirement savings industry. He began his career in human resources and has worked in operations, sales, education and relationship management with two Insurance companies over his career.
Steve’s well-rounded back-ground provides him with a unique perspective to provide guidance and expertise for our clients’ retirement and savings plans.

Steve has successfully completed the Canadian Securities Course (CSC), as well as the Code of Ethics Exam (CPH), Canadian Financial Planning (level I and II), Branch Managers Exam, Pension Plan Administration Course PPAC (level 1 & 2), and the Investment Funds Institute of Canada (IFIC) Course. He holds his Certificate in Human Resources Management from Seneca College and his B.A. from Carleton University.

Matthew Streeter, CFA
Senior Investment Consultant, People Corporation

Matthew is part of the actuarial and investment consulting division of People Corporation, where he collaborates with pension plan sponsors, investment management teams and internal colleagues in all matters of pension investment solutions for Defined benefit and defined contribution clients. In this role he consultants with a variety of clients in optimizing their pension & retirement investment strategy. Before joining People Corporation Matthew was the Vice President of Defined Contribution & Retirement at Franklin Templeton.

He is a CFA charter-holder and brings with him twenty years of institutional investment management and banking experience and has held senior positions at global banks, asset managers and financial technology companies and brings his deep expertise in quantitative product development, investment analysis and pension consulting.

Mr. Streeter is an active volunteer in the pension and benefits industry and currently serves as a council member and treasurer for the Canadian Pension and Benefits Institute (CPBI) of Ontario and has received his bachelor of science in finance and economics from the University of Vermont.

Allyson Marta
Associate, Fasken Law Firm

Allyson Marta practises exclusively in the area of Pensions and Benefits law. Her practice focuses on pensions and benefits in corporate transactions, creditor/debtor agreements, and restructurings and insolvencies. She advises clients in both the public and private sectors with respect to pension plan compliance, governance, investments, and administration. Allyson also assists clients with navigating legal and regulatory matters related to retirement and benefit plans more broadly.
Allyson is active in pensions and benefits industry groups, including as a member of the Association of Canadian Pension Management – Ontario Regional Council and as an executive with the Ontario Bar Association – Pensions and Benefits Law Section.
Prior to joining Fasken, Allyson practiced law with a full-service national firm and was a legal consultant at the Toronto office of one of the leading global human capital and management consulting firms. In those roles, she advised on pension and benefits matters in a broad range of corporate transactions, as wells as administrative, compliance and strategic matters related to pension plans.

Jeremy Evanson
VP, Innovation and Strategic Partnerships, Retirement Solutions, Morneau Shepell

Financial wellbeing strategy. Driving solutions for employers and their people for over 20 years. Responsible for product leadership, innovation, solutions architecture, development and delivery for Retirement Solutions in Canada.

Responsible for key Canadian and US client relationships including capital accumulation plans, health & welfare, wellness, defined benefit, total rewards and various consulting mandates. Recognized for helping large and complex organizations achieve optimal, cost effective delivery of their programs.

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