The Evolution of the Workplace: Embracing Change, AI, and a Shifting Workforce

The Evolution of the Workplace: Embracing Change, AI, and a Shifting Workforce

September 23, 2025 3:00 PM to 5:00 PMFairmont Palliser, Calgary, Alberta
Area of Interest: Pensions, Benefits, Networking Format: In Person
  

Please join us on September 23, 2025 at the Fairmont Palliser Downtown Hotel for an afternoon presentation, followed by a networking social. 

This follow-up session from our June AI in Action: Inside ATB Financial’s Journey to a Smarter, Stronger Workplace event will aim to dive deeper into Embracing Change, AI, and a Shifting Workforce

Cancellation Policy
  

 This session will be presented by: 

 

Christie Rall
Partner Workforce Transformation

Mercer 

Christie Rall is a Partner in Mercer’s Career practice with 20 years of experience in the areas of workforce strategy, Organizational Change Management & HR Transformation.  Her work focuses on designing and delivering innovative workforce programs to improve both team effectiveness and business performance.  She has led a variety of global future of work programs, including Enterprise Agility Transformations, Digital Upskilling, people integration and strategic workforce change -  with a focus on Financial Services, Telecommunications, Technology and Manufacturing clients.

  

Alice Nicholls
Client Relationship Executive | Group Retirement Services
Sun Life Financial

Alice Nicholls is a Client Relationship Executive with Sun Life Financial’s Group Retirement Services, bringing over 20 years of experience in Defined Contribution and Defined Benefit plans. Since joining Sun Life in 2013, she has managed clients with assets from $10 million to over $1 billion, providing strategic guidance to enhance retirement programs. Based in Calgary, she holds a BBA in Management and Marketing with a minor in International Business. A strong advocate for financial literacy, Alice stays ahead of industry trends to help organizations support employees' financial well-being. 

  
 

Javier E. Cuervo  
Managing Director, People Analytics
ATB Financial

At ATB Financial for eight years, Javier currently holds the position of Managing Director of People Analytics. Leading a multidisciplinary team of data analysts, architects, scientists, and employee experience researchers, he sets the strategic vision and guides efforts in People Analytics and Team Member Experience Management. The objective is to provide proactive, actionable insights and predictive models for critical decision-making.

Previously, Javier championed the development and implementation of ATB's in-house Human Capital KPI, the Cultural Health Index (CHI). Now, his focus is on creating tools, operating models, and governance frameworks to enable self-service insights and predictive analytics about ATB's workforce and team member experience. 

These data-informed decisions will shape the future of work at ATB, supporting strategic workforce planning, organizational design, development, and HCM consulting. Javier's vision is to position ATB as a thought leader in the domain of People Analytics.

Prior to ATB, Javier's diverse experience spans technical teams in the Oil & Gas industry, business development in research funding agencies, and academic research in Nanotechnology, Machine Learning, and Quantum Mechanics. 

  
 Lisa Banack, CPP GRP BCom
Managing Director, Team Member Retirement & Investment Programs
People, Culture, Brand & Communication
ATB Financial
  
  


 

When

Tuesday Septmber 23, 2025
2:45 pm - 3:00 pm MT - Registration
3:00 pm - 4:00 pm MT - Presentation
4:00 pm - 5:00 pm MT - Social with Drinks and Appies  

 

Registration Fee

CPBI Members: $79
Future Members: $139
Sponsorship: 3 credits

Table of 6 (Members): $474

 

 

 

 

 

 

 

Where

Fairmont Palliser

133 9 Ave SW, Calgary, AB T2P 2M3

 

Who Should Attend:

  • Plan Sponsors
  • Human Resource Professionals
  • Retirement Professionals
  • Consultants and Brokers
  • Insurers and Plan Providers

 

     
  

CE Credit

CE credits will be offered in via Certificate of Attendance as well as in partnership through the Alberta, Saskatchewan, and Manitoba Insurance Councils. 

AIC CE Credits Pending

  

Questions

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

 

 


Kim Duxbury

Lisa Banack, CPP GRP BCom
Managing Director, Team Member Retirement & Investment Programs
People, Culture, Brand & Communication
ATB Financial

Lisa Banack, CPP GRP BCom
Managing Director, Team Member Retirement & Investment Programs
People, Culture, Brand & Communication
ATB Financial

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