CPBI Ontario Seminar - Future-Proofing Benefits: AI Integration in Employee Benefits and Pension Plans

CPBI Ontario Seminar - Future-Proofing Benefits: AI Integration in Employee Benefits and Pension Plans

October 30, 2024 8:00 AM to 12:00 PMOne King West Hotel - Austin Gallery, Tor, Ontario
Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person
Join us for an insightful exploration into the future of employee benefits and pension plans, as we delve into the transformative potential of AI integration. Discover how artificial intelligence is reshaping these critical areas, and how to ensure a more secure and innovative approach to employee welfare.  

It's rare to find an organization not inundated with questions about AI. 

Join us for an engaging panel discussion on the future of benefits and pension administration, focusing on the latest technological advancements and the transformative impact of Artificial Intelligence (AI). 

Our expert panellists include a benefits carrier, an HR professional overseeing HR Systems and an HRIS provider, who will share insights on leveraging technology to improve plan member experiences and streamline benefit plan administration. 

This event is essential for HR professionals, benefits administrators, and organizational leaders who want to stay ahead in a rapidly evolving field. 

  • Understand how AI-driving tools can enhance decision making, personalize member experiences and improve overall plan efficiency. 
  • Learn about the latest HRIS solutions and their role in integrating various benefits systems for streamlined administration and better data management.  
  • Gain insights into the steps required to future proof benefit programs, ensuring they remain relevant and effective in a technology-driven landscape.
Who should attend?
  • HR professional responsible for overseeing HR systems, benefits and pension plans seeking to enhance their knowledge of technological advancements. 
  • Benefits Administrators managing program administration and looking to optimize their processes. 
  • Organizational leaders interested in understanding strategic implications of AI and technology on employee benefits and pension administration. 
  • Technology providers, financial advisors and consultants who aim to understand client needs and industry trends
  • Benefits and Pension advisors and consultants
Presentations & CE credits:

CPBI Ontario provides copies of the speaker presentations following the session. This will be sent to all attendees by email, as well as an evaluation survey. Continuing Education Attendance Certificates will be available for this seminar.


8:00 am - 9:00 am 
Registration, breakfast, and networking

9:00 am - 10:00 am 

Session One - Safe AI in the Workplace: Top 14 Policies for Employees and Businesses to Adopt Today

How "safe" is computer technology? What does it mean for it to be unsafe? We look at 14 examples - from technology selection to ethical considerations - that drive the need to consider 14 practices for employees to adopt when adopting, implementing, controlling and ultimately trusting AI in the Workplace.

presented by Claudiu Popa, Cybersecurity Strategist & Educator

10:00 am - 10:30 am 
Networking Coffee & Snacks Break
10:30 am - 11:45 am 
Session Two - Panel Discussion facilitated by Michelle Moore

During this conversation, the panellists will cover the following topics:

  • AI integration in benefits administration and its potential to enhance member engagement and experiences
  • Practical advice on managing and implementing technology to support benefits and pension administrators.
  • Integrations and staying updated on technological advancements in HRIS, as well as their relevance in adapting to the changing landscape of AI in relation to member experiences with benefit plans.
11:45 am - 12:00 pm 
Closing Remarks & Networking



Early bird Fee

by July 31

Regular Fee

after July 31

Individual Member

$ 90.00

$ 105.00

Plan sponsor Member

$ 76.00

$ 90.00

Individual Non Member

$ 142.00

$ 167.00

Plan sponsor non member

$ 121.00

$ 142.00

Table of 8 – Member

$ 581.00

$ 683.00

Table of 8– Non Member

$ 872.00

$ 1,024.00

Table of 8 - Plan sponsor Member

Contact us to receive an additional discount code and for assistance

Table of 8 - Plan sponsor non member

Are you interested in boosting your visibility at this event and on our website? Contact our team!

Email [email protected] to request this event's sponsorship kit and explore your options.

The package includes one complimentary table for eight.

 Keynote Speaker

Claudiu Popa

Security, Privacy and Cyberfraud Risk Advisor

Claudiu knows what it takes to protect data and digital information: he has lectured at major academic institutions, presented lectures on privacy at the University of Toronto, and created Canada's first course on fintech cybersecurity. He created Canada's first methodology for information security assessment in healthcare and has introduced security awareness education to companies of all sizes.
Claudiu is a published author, frequent guest, and technology contributor to national media on cybersecurity, privacy, and online safety.

A certified professional across many facets of information technology and data protection, Claudiu Popa is also an academic researcher who speaks authoritatively on diverse topics ranging from social media ethics to immediately applicable advice for preventing catastrophic situations.

Claudiu has a knack for explaining complex topics in a way that's easy to understand, cutting through the jargon to deliver substance. His presentations are always timely, shining a spotlight on today's most important trends and helping audiences stay ahead of the curve and be prepared for future shifts.
Claudiu's career has been driven by a deep passion for protecting the intangible assets that power the world's economies. He's a big-thinker who understands the details of technological innovation and has the unique ability to captivate and entertain while educating his audience on a wide range of fascinating topics.

Speakers' Panel

Michelle Moore, Moderator

Managing Director
HORN – A Division of Gallagher Benefits Services (Canada) Group Inc.  

Michelle Moore is the Managing Director at HORN. She has over 25 years of experience helping organizations solve complex business problems through the effective use of human capital.

She has consulted on and frequently speaks about topics like innovation, transformation, and leadership. She is a Business-IT alignment expert, with a unique and insightful perspective on the impact of technology on organizations, teams, and people.


Tracey Riccardi

Vice-President, Compensation, Benefits and HR Systems
Gateway Casinos & Entertainment Limited

With over 30 years of extensive experience in Human Resources, Tracey Riccardi brings a wealth of expertise to her current role as Vice-President of Compensation, Benefits and HR Systems at Gateway Casinos & Entertainment Limited, one of the largest and most diversified gaming and entertainment companies in Canada. At Gateway she is also a member of the Human Resources Leadership Committee playing a pivotal role in jointly overseeing HR strategies, standards and frameworks that support the current and future business objectives of the company.

Consistently seizing opportunities for hands-on learning, advancement, and personal development, Ms. Riccardi’s expertise encompasses the full spectrum of HR, showcasing proficiency in benefit plans, retirement programs, total compensation, pay equity, contract administration and HR systems.

Her professional journey began at Caesars Windsor, where she initially held finance positions. She subsequently made a seamless transition to HR in key roles such as Manager of Compensation & Benefits and Senior Manager, HR Engagement & Contracts before venturing into the benefits industry. During her tenure as Manager of Client Services at Greenshield Canada she expanded her knowledge by overseeing benefit service teams across three provinces before returning to her HR and gaming industry roots.

Tracey shares her knowledge and passion for Compensation and Benefits as a faculty member at St. Clair College. She previously served several years as a member of the CPBI Council. Tracey also served as a board member of the Welcome Centre Shelter for Women and Families. Ms. Riccardi holds a Bachelor of Arts Degree in Psychology from the University of Windsor.

Tracey is committed to creating a positive impact by prioritizing the needs of others, recognizing the significance of a synergistic team in fostering organizational and professional success. 


Parama Ray

AVP AI & Data Analytics
Canada Life

Parama is an experienced leader who has held key leadership roles in both business and tech in leading innovation initiatives for product development, digital experiences and modernizing operations. She is currently focused on using aata and advanced analytics capabilities with the key goals of unlocking insights so that employees do the highest value work and customers have the best experience.

Parama has advanced degrees in computer science, data science and management.

For the foreseeable future, AI solutions will work alongside humans with highly augmented capabilities. To create sustained value, we need an ecosystem and partnership from all stakeholders – internal and external. This is what excites Parama working in this field, to create together positive outcomes in our personal lives, businesses and society. 


Jim Konandreas

Vice President of Product and Engineering for Integrations


Jim Konandreas is the Vice President of Product and Engineering for Integrations at Dayforce. With over 20 years of experience in the HR, Workforce Management (WFM), and Payroll space, Jim has not only built innovative products but has also implemented and supported customers, ensuring they achieve their business goals. Jim 's extensive expertise and commitment to customer success drive the continuous improvement and excellence in Dayforce's integration solutions.

Cancellation Policy
By continuing to use this website, you are agreeing to our use of cookies.