Governance Pressure Points, Trends, and Practice Points in the Pensions, Benefits, and Institutional Investment Industry

Governance Pressure Points, Trends, and Practice Points in the Pensions, Benefits, and Institutional Investment Industry

September 15, 2022 12:00 PM to 1:00 PMOnline Pacific Time
Area of Interest: Pensions, Benefits, Investments, Networking Format: Web

An online seminar hosted by CPBI Pacific

The pandemic and other world events over the past couple of years have had significant and varied impacts on pension and benefit plans and institutional investors. Issues such as mental health and wellness, climate change, reconciliation, racial injustice, innovation, and supply chain pressures are now at the forefront and have implications for this sector like never before. This, in turn, has created unique pressure points for the governance of such plans and their investments. In this engaging panel, senior leaders will highlight emerging trends affecting boards in this sector and discuss the corresponding implications and practice points for governance. Topic areas for discussion may include:

  •         How emerging issues in the broader context are impacting pension and benefits plans and institutional investors in different ways
  •         Implications for board responsibilities and composition, including Trustee appointment and succession
  •         Re-thinking how to set Trustees up for success in their roles through orientation, ongoing development, and meeting practice design
  •         Considerations for ensuring strong Board oversight of critical areas impacting plans and investments (including strategy, risk, ESG, innovation, and other critical areas)
Cancellation Policy
 

Georgina Villeneuve, B.Comm, MBA, TEP, MTI – VP, Trust Services


Georgina brings a wealth of knowledge and experience in the administration and settlement of First Nation Trusts. Georgina has over 24 years of experience in the trust industry and has been administering First Nation trusts for over 19 years. Georgina is a member of Wesley First Nation.

Georgina earned an undergraduate degree in commerce from the University of Calgary and an MBA from the University of Regina. She obtained her MTI (Member Trust Institute) designation through the Institute of Canadian Bankers. Georgina has been a past member of the Regina Estate Council, a former consultant for the Agriculture Institute of Management in Saskatchewan (AIMS), and is currently a member of the Estate Planning Council of Edmonton, STEP, NATOA, CANDO and AFOA.

Georgina successfully completed the AFOA Harvard Business School program – Leading People and Investing to Build Sustainable Communities. Georgina prides herself on her dedication to developing strong governance documents supported by proven communication strategies. Georgina has written numerous governance papers.

Currently, Georgina wrote and is teaching the curriculum for administering Indigenous Estates both on and off reserve.

  

Manijeh Colabella

Manijeh is a senior governance consultant and lawyer at WATSON Advisors Inc. where she helps boards of directors and their committees through governance reviews, board and director evaluations, and policy manual development. Manijeh also advises boards with respect to governance structures, frameworks and capacity assessments and is a facilitator in WATSON’s Governance Academy delivering governance education programs to both individual directors and boards. Manijeh has over 25 years of experience in governance and law working with pension and benefit plans, private and public companies, regulatory bodies, not-for-profit organizations, member-based organizations, and Crown and public sector organizations.

As a former Chief Legal Officer and Corporate Secretary of a TSX-listed equity capital provider to private companies across North America, Manijeh has a passion and unique expertise for navigating private companies and their investors through transition and growth. With extensive experience as a director, corporate secretary and general counsel and a deep knowledge of emerging governance issues, including environmental, social and governance (ESG) and diversity, equity, and inclusion (DEI) initiatives, Manijeh provides thoughtful insight and expertise to boards and management teams that are practical, effective and enhance their organization’s success. She is also a seasoned tax and corporate law specialist, with extensive experience advising public, private and family enterprises of varying size, complexity, and stage of transition with respect to governance, business succession and continuity.

Manijeh holds a Bachelor of Laws and a Bachelor of Commerce (Accounting Concentration) and is a member of the law societies of British Columbia and Alberta. She also has her ICD.D certification through the Institute of Corporate Directors as well as her TEP (Trusts and Estates Practitioner) designation through the Society of Trusts and Estates Practitioners. She is past co-chair and current volunteer with the Vancouver steering committee of WCM (Women in Capital Markets) and sits on the boards of White Rock Museum & Archives and the VSO School of Music.

 

Attend to learn:

  • coming soon

  


 

When

Thursday September 15, 2022
12:00 pm  1:00 pm PT - Education session
Certificate of Attendance quiz to follow

  

Registration Fee

CPBI Members: $25
Future Members: $75

 
     
 

Where

Online Workshop

Access information will be sent to all registrants one day in advance of the online session.  Please plan to log in 10 minutes prior to the start of the session. This session will be recorded and available to registrants.

 

Who Should Attend:

- Coming soon

 
     
 

CE Credit

Certificates of Attendance confirming education hours will be offered, with which attendees may seek corresponding accreditation via their preferred regulatory body.

 

Questions

Krista Frayn
Phone: (403) 888-3185
[email protected]

 
     


  

Kim Duxbury

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