Events

Jan

Current Trends in PensionsJanuary 18, 2012 7:30 AM to 9:00 AMRoyal Mayfair Golf and Country Club, Edmonton, Alberta Format: In PersonJoin us to learn about current trends in pensions. Host Robert Thiessen, Aon Hewitt. Presenter: TBA. Prices below do not include GST.

Event: 17 of 80 Registered

Jan

Investment Update: What do past crises tell us about the future?January 17, 2012 7:30 AM to 9:00 AMFour Seasons Hotel, Vancouver, British Columbia Format: In Person*Student pricing is available to CPBI members who have student status.

Jan

2012 PENSION INVESTMENT FORECASTJanuary 17, 2012 7:30 AM to 9:30 AMToronto Board of Trade, Toronto, Ontario Format: In Person.

Jan

Alberta's Economic ForecastJanuary 11, 2012 11:30 AM to 1:30 PMCalgary Marriott Downtown, Calgary, Alberta Format: In PersonRecent trends in the Canadian and Albertan Economies.

Event: ‘Event Full’

Dec

Investment Forecast 2012December 14, 2011 7:30 AM to 9:00 AMRoyal Mayfair Golf and Country Club, Edmonton, Alberta Format: In PersonWhat does all of this economic turmoil mean for Canada and for Alberta? How will commodity prices fare? And what's in store for the future? Join us for this popular session. Host/Presenter TBA. Prices below do not include GST.

Event: 37 of 80 Registered

Dec

Countdown to RetirementDecember 7, 2011 11:45 AM to 1:00 PMSuite 1800, 1055 West Georgia St., Vancouver, British Columbia Format: In PersonCPBI Roundtable This session will provide an overview of different sources of retirement income, will examine government benefits and review group retirement income options. Discussions will cover life annuities, LIFs and RRIFs. This presentation will help administrators understand the basics of the income options under various retirement programs. Speaker: Joanne Woodrow, Group Retirement Service, Great-West Life

Event: ‘Event Full’

Dec

2011 Annual Holiday ReceptionDecember 1, 2011 5:00 PM to 7:00 PMCasino Nova Scotia, Halifax, Nova Scotia Format: In PersonJoin us for our Annual Holiday Reception!

Event: ‘Event Full’

Nov

Maximizing Return-on-Investment for your Employee & Family Assistance ProgramNovember 29, 2011 7:30 AM to 9:00 AMFour Seasons Hotel, Vancouver, British Columbia Format: In Person*Student pricing is available to CPBI members who have student status.

Nov

Pension Trends: Debunking Myths & Charting a CourseNovember 24, 2011 11:45 AM to 1:30 PMCasino Nova Scotia, Halifax, Nova Scotia Format: In PersonMember Appreciation Event: Members may bring guests at the member price.

Nov

Mental Health in the WorkplaceNovember 24, 2011 7:30 AM to 9:00 AMRoyal Mayfair Golf and Country Club, Edmonton, Alberta Format: In PersonMental Health in the Workplace is discussed. Host: Donna McPherson, Great West Life. Presenter: TBA. Prices below do not include GST

Event: 30 of 80 Registered

Nov

What Are Retiring Canadians Thinking?November 22, 2011 11:45 AM to 1:00 PMSuite 2010, 1111 West Georgia Street, Vancouver, British Columbia Format: In PersonCPBI Roundtable As the bulk of the baby boom generation starts to move towards retirement, employers are going to be forced to design benefit plans that appeal to this segment of the workforce to retain them (e.g. flexible work schedules, etc). The first annual “Horizons Report” prepared by Rogers Group Financial was conducted with Canadians aged 49 – 64 who expect to retire within the next three to seven years and have investable assets of $500,000 or more. This survey will give you an idea of what employees are thinking as they approach retirement and what is important to them. Speaker: Clay Gillespie, Managing Director, Rogers Group Financial Clay will present on: • Around the Corner: A glimpse at when Canadians expect to retire. • Dreams and Fears: How do Canadians feel about retirement? • Financial Roadmaps: How do Canadians plan to get there? • New Horizons: What will Canadians do in the next chapter of their lives?

Event: ‘Event Full’

Nov

"Y Size" Your Group Benefits PlanNovember 22, 2011 7:30 AM to 9:30 AMCalgary Chamber of Commerce Ballroom, Calgary, Alberta Format: In Person"Y Size" Your Group Benefits Plan, presented by Dave Jones, Sun Life Financial

Nov

Will Baby Boomers Ever Retire? – Tips to Manage a Multigenerational WorkplaceNovember 17, 2011 11:30 AM to 1:15 PMRadisson Hotel Saskatoon, Saskatoon, Saskatchewan Format: In PersonThis presentation will focus on the changing needs in the workplace due to managing baby boomer expectations and the expectations of the up and comers. There are different approaches to engage and motivate which will be explored. We will also discuss HR practices which you can take back to your workplace. Speaker: John Ferris, Managing Director, STRATA Business Solutions

Nov

Best Practices in Pension AdministrationNovember 17, 2011 8:00 AM to 12:00 PMDelta Victoria, Ocean Pointe, 45 Songhees Road, Victoria, British Columbia Format: In PersonThis session will review best practices in pension plan administration that help to avoid making pension administration mistakes. This session will focus on aspects of plan administration which are commonly misunderstood and/or overlooked, and which potentially expose the plan sponsor to unintended risk if not handled according to sound business practices. This session will cover the following topics: • Plan governance • Plan design • Member communication • Data governance • Administration of benefits • Legislative/tax compliance • Risk Management Speakers: Aaron Walker Duncan and Colin Hanson, BC Pension Corporation

Nov

Leaving on a Jet Plane: The Ins and Outs of Travel Health InsuranceNovember 17, 2011 7:30 AM to 9:30 AMHotel Fort Garry, Winnipeg, Manitoba Format: In PersonThis session will provide attendees with a better understanding of travel insurance benefits, cost drivers, plan features and various carrier options available in the marketplace. This session will be of interest to advisors, HR professionals, insurance representatives or anyone who travels or who has family members who do.

Event: ‘Event Full’

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