Regional Online Recordings

Did you miss an Online Regional Event?

Not to worry, you can find them all listed here! Simply register to the event you are interested in and you will receive the link to the recording via email (registration fees apply).

Looking for more content? View our library of On-Demand Videos from past events and our National Webinar Series (FREE FOR MEMBERS).

Not a CPBI member? Learn more about member benefits and how you can become a member.

Standing UPP - University Pension Plan Ontario's Journey to Day One and Beyond

(held July 13, 2021)

It’s not every day that a new jointly sponsored pension plan is established! With the launch of the University Pension Plan Ontario (UPP) on July 1, 2021, two of UPP’s managing directors will share the Plan’s journey to Day One and describe their experience in setting up the UPP.

This session is hosted by CPBI Ontario

Member Rate $25

Non Member Rate $62.50

Student $15

Change Management – Strategies for Success

(held June 23, 2021)

We live in a world that is in a constant flux of change, which causes disruption to people and organizations. Understanding change management allows sponsors to be better prepared in supporting employees, establishing the necessary steps for change and monitor pre/post change activities to ensure successful implementation.

During this session you will hear from two experts that will cover the science and theory for change management and how it can be applied in practice within your organizations.

Leah Eggen, Senior Organization Change Management Consultant, will share the critical components required for change to be successful. She will outline strategies to assess the impacts of change, engage stakeholders of the change, and manage resistance to gain buy-in.

Leah will be joined by Mike Mousseau, National Well Being & Engagement Consultant, who will discuss how to understand the neuroscience of change and what specifically is happening in our brains during this time, so you can manage change resistance and develop strategies to maximize our brain’s capacity for neuroplasticity.

This session is hosted by CPBI Southern Alberta

Member Rate $25

Non Member Rate $40

Assurance collective - 2 jours : choisir son assureur ou son mode de gestion

(held June 8-9, 2021 in french)

Cette formation s’adresse aux personnes qui désirent se familiariser avec les principes de bases en assurance et rentes collective et qui doivent prendre des décisions par rapport aux fournisseurs de services retenus.

On y explorera les types d'ententes de services qui peuvent exister, le mécanisme d'appel d'offres et comment choisir son assureur et interpréter les tarifications proposées. On discutera aussi de la gestion générale du dossier d'assurance collective.

* Une attestation vous sera remise à la fin de ce cours.

This session is hosted by CPBI Quebec

Member Rate $175

Non Member Rate $280

Student $90

Formation - Placement de base - 2 jours

(held June 2-3, 2021 in french)

Cette formation s’adresse aux personnes qui désirent se familiariser avec les principes de bases en placement. Nous ferons un survol des concepts suivant: les classes d'actif, le rendement/risque, la gestion d'un portefeuille de placement et le choix des gestionnaires.

* Une attestation vous sera remise à la fin de ce cours.

This session is hosted by CPBI Quebec

Member Rate $175

Non Member Rate $280

Student $90

Online Webinar Fraud & Abuse – Detection & Prevention

(held May 26, 2021)

A learning session to gain an understanding of how fraud happens, who commits fraud, how to report it and how to prevent fraud.

Learning objectives:
• How fraud happens
• Who commits fraud?
• Collusion fraud – what’s trending
• Results of an effective anti-fraud strategy
• Fraud Risk Management – what you can do?

Who should attend?
Plan sponsors, advisors, HR, service representatives, account executives, plan members, etc.

This session is hosted by CPBI Ontario

Member Rate $25

Non Member Rate $62.50

Student $15

Exchange Traded Funds

(held May 12, 2021)

Exchange Traded Funds have been used across all investment segments. The mechanism is highly efficient, providing low cost and liquid exposure for Pensions & Endowments to integrate into their portfolio construction.

Mark Webster from BMO will discuss how ETFs can be used in three key areas:

• Factor Investing – the bridge between Active & Index investing;
• Fixed Income – using Exchange liquidity to lower execution costs in a constrained asset class;
• ESG – the benefits of using an Index methodology to integrate ESG into the investment process.

BMO Exchange Traded Funds is the 2nd largest ETF provider in Canada and has led the industry in asset growth for 10 successive years. Mark will discuss how the industry has grown and how the innovative mechanism can enhance asset allocation.

This session is hosted by CPBI Northern Alberta

Member Rate $20

Non Member Rate $55

Student $20

Option 2 Ateliers : Élaboration d’une politique de placement et comment structurer son portefeuille en actions

(held May 5-6, 2021 in french)

La première partie de cet atelier consistera à couvrir, de manière pratique, les différentes étapes qui sont entreprises lors de l’élaboration d’une politique de placement dont l’élément le plus important est l’allocation cible. En effet, de 85% à 90% du risque d’investissement proviendra de l’allocation cible qui aura été choisie.

Ainsi, dans un premier temps, cet atelier permettra aux participants de vivre une situation réelle d’établissement de l’allocation cible. La première étape consistera à passer en revue comment les hypothèses économiques devraient être établies. Par la suite, un rapport contenant des analyses sur différentes allocations cible sera revu en détail. Suite à des discussions sur le rapport, des éléments seront ajoutés aux analyses initiales afin d’aider à déterminer l’allocation cible qui devrait être choisie. À cet égard, une attention particulière sera portée au risque que représentent les différentes allocations. Enfin, cette partie de l’atelier portera sur la mise en place des différents autres éléments faisant partie de la politique de placement.

This session is hosted by CPBI Quebec

Member Rate $175

Non Member Rate $280

Student $90

Why Rare Disease Drugs Matter to Private Payers

(held May 4, 2021)

There are already close to 100 drugs for rare diseases (DRDs) that consume almost 10% of all prescription drug spending. By definition these drugs cost at least $100,000 annually. Industry pooling is poorly structured to address the rapid growth in these important therapies which save or extend lives. A national strategy is being developed, but it is not clear what role and responsibility private drug plans should take, and who speaks for this very diverse group. This session will explore the impact of DRDs on private plans, risk mitigation, and how private payers might influence a national DRD policy.

This session is hosted by CPBI Ontario

Member Rate $25

Non Member Rate $62.50

Student $15

Inoculating against misinformation – A case study on a successful work place Vaccination program

(held April 28, 2021)

A case study of workplace immunization program success: The Shingrix program at RSD38

Since 2018 the Richmond School District (RSD38) has partnered with Immunize.io to provide comprehensive workplace immunization services for staff. The program has resulted in an increased uptake in immunizations and significantly higher vaccination completions than the national average. This presentation is a recount of the RSD38 case study of workplace immunization program success. Employers can benefit from the insights and lessons learned from a successful workplace immunization program case example. In particular those employers who are considering this type of health service offering for their staff.

This session is hosted by CPBI Pacific

Member Rate $25

Non Member Rate $75

Legal Update

(held April 27, 2021)

Join Sean Maxwell, from Blake, Cassels & Graydon LLP as he gives an update on:

Legislative and regulatory developments over the past year of interest to administrators of pension plans with Alberta members,
Recent case law developments involving pension and benefit arrangements and potential discrimination complaints that may arise in the context of such plans, and
Considerations for employers in developing COVID-19 related testing and vaccination requirements in the workplace.

This session is hosted by CPBI Southern Alberta

Member Rate $25

Non Member Rate $40

Building Wealth with Dividend Growth Stocks

(held April 15, 2021)

In a low interest rate environment, investors more than ever are searching for ways to build and an investment portfolio that meets their income needs and provides growth to combat inflation with the least amount of risk. “Building Wealth with Dividend Growth Stocks” will take you through the concepts of dividend growth investing so you are better equipped to judge for yourself if your investment portfolio is meeting your needs for the future.

In this session we will review

What characteristics to look for in a dividend growth company
Why dividends are important.
Why not overpaying for a company is important.
Why a dividend growth focused portfolio provides more stable income with lower volatility over the long term.

This session is hosted by CPBI Manitoba

Member Rate $25

Non Member Rate $65

Student $25

Régimes de retraite niveau 1 - Modules 1 à 8

(held April 15-23, 2021 in french)

Cette formation s’adresse aux personnes qui souhaitent acquérir des notions générales sur l’ensemble des aspects entourant la gestion et l’administration des régimes de retraite.

* Donne 12 UFC en ACP à la Chambre de la Sécurité financière et 12,25 heures de formation reconnues par le Barreau du Québec

** Un nombre minimum d'inscriptions est requis pour que le cours soit offert

This session is hosted by CPBI Quebec

Member Rate $260

Non Member Rate $400

Student $130

Shining A Light on Mental Health

(held April 7, 2021)

The mental health of Canadians has been significantly lower than prior to the COVID-19 pandemic! The level of mental health continues to be a concern as it indicates that the working population is currently as distressed as the most distressed one per cent of working Canadians, prior to 2020! Join us for this session as Paula Allen talks to the impact lockdowns have had on employer programs and how those programs have been able to support clients during this pandemic.

This session is hosted by CPBI Northern Alberta

Member Rate $20

Non Member Rate $55

Student $20

The Drug Triad That Could Overwhelm Plans

(held March 30, 2021)

Reformulary Group CEO and former Ontario ‘drug czar’ Helen Stevenson joins CPBI to talk about new and existing therapies that could overwhelm employer benefit plans – gene therapies, cancer drugs and diabetes treatment. Would it surprise you to know that a gene therapy costing more than $2.8 million per patient has recently been approved in Canada, or that some private plans are paying claims for cancer drugs that are typically covered by cancer agencies? As more and more expensive drugs roar up the regulatory pipeline, understanding their cost and how plans can be informed and manage their impact has never been more important.

This session is hosted by CPBI Pacific

Member Rate $25

Non Member Rate $75

Investment Outlook - Beyond the Pandemic

(held March 18, 2021)

During this session Ian Riach, from Franklin Templeton Investments, will help us visualize beyond the pandemic by examining first principles that will be important a year + from now. These include:

Issues and opportunities including home county bias,
Diversifying in a low rate environment,
Renewable energy and
How cyclical markets could all contribute to our New Normal.

Mason Gregory, from MFS, will explore the forces shaping Environmental Social Governance (ESG) & sustainable investing, and what this changing dynamic means for major financial markets and leading economic sectors.

This session is hosted by CPBI Southern Alberta

Member Rate $20

Non Member Rate $55

An Explanation of The Pension Benefits Act, 1992 and The Pension Benefits Regulations, 1993

(held March 17, 2021)

The Pensions Division of the Financial and Consumer Affairs Authority (FCAA) ensures pension plans comply with the Act and the Regulations. In this session, Holly Ballan will provide an overview of the Pensions Division of the FCAA, the Act, and the Regulations. Topics will include the regulatory environment, different plan types, minimum standards, multi-jurisdictional plans, unlocking and termination, and retirement options.

Holly Ballan has worked with the Financial and Consumer Affairs Authority for the past 5 years. She has been the Director of Pensions since July 2020. Holly has extensive experience in the pension sector, previously working for the Public Employees’ Pension Plan, the Saskatchewan Healthcare Employees’ Pension Plan, and the University of Regina.

This session is hosted by CPBI Saskatchewan

Member Rate $20

Non Member Rate $55

Student $20

Serving Consumers & Building Sector Confidence: An Introduction to the Ombudservice for Life and Health Insurance (OLHI)

(held March 16, 2021)

There are 29 million Canadians with health and life insurance in Canada. The overwhelming majority of their claims are successfully approved and paid out by Canada’s Life and Health insurance companies every year. The Ombudservice for Life and Health Insurance (OLHI) exists for those who have questions, concerns or just want a second opinion regarding a final decision about a claim. This is why OLHI was established in 2002, under the supervision of the insurance regulators across Canada and funded by insurance companies - to build confidence in the sector by providing consumers a free-of-charge, independent, impartial and timely dispute resolution service. OLHI is governed by a Board, the majority of whom are independent directors.

This introduction to OLHI will help Benefits Managers and HR Professionals direct their plan members in cases where claim decisions are questioned.

This session is hosted by CPBI Manitoba

Member Rate $20

Non Member Rate $65

Student $25

Do you know what is in your Environmental, Social, and Corporate Governance?

(held March 11, 2021)

Investors have steadily increased their commitment to ESG-focused strategies in recent years, but that rapid growth has not been matched by clear communication about the different approaches that various managers apply within the space. In short, many end ESG investors don’t really understand what it is that they own. In this presentation, we provide an explanation of three key approaches to ESG investing, and arm you with questions to ensure you match your own goals with that of your manager.

This session is hosted by CPBI Pacific

Member Rate $25

Non Member Rate $75

Student $25

Deux approches novatrices en santé mentale et retour au travail

(held March 10, 2021 in french)

Deux approches novatrices en santé mentale et retour au travail : Une intervention de groupe et une plateforme web multi-acteurs.

Les 3 objectifs de cette présentation sont :

Introduire les déterminants du retour au travail à la suite d’une dépression ou un autre trouble mental courant
Présenter une intervention de groupe basée sur la thérapie cognitive-comportementale, offerte à des personnes en retour au travail à la suite d’un trouble dépressif – les composantes et résultats
Présenter la plateforme web multi-acteurs intitulée PRATICAdr pour assurer un retour au travail durable et en santé – les composantes essentielles

This session is hosted by CPBI Quebec

Member Rate $35

Non Member Rate $60

Impacts to Employer Benefits Plans Due to Covid-19

(held February 24, 2021)

The pandemic is, and has, impacted our workplace, livelihoods, families, schools and socialization.

How does all of this translate into employer benefits plans experience and trends?

Join us for an informative panel discussion with Benefits Plan Providers who will discuss the impacts and trends to Disability, Health, Drugs and EFAP Plans.

This session is hosted by CPBI Southern Alberta

Member Rate $20

Non Member Rate $55

Emerging Stronger - What Covid-19 is Teaching us About Work

(held February 18, 2021)

Covid 19 has required quick reactions, and as the situation continues to evolve and exist we are more skilled at adapting and carefully responding.

In this session we will review key areas where Covid-19 has reshaped the future and provide insights into what organizations and benefit providers should be thinking about to accelerate forward through the remainder of the pandemic and be ready to adapt more effectively in the future.

This session is hosted by CPBI Manitoba

Member Rate $25 +GST

Non Member Rate $65 +GST

Student $25 +GST

Retire Happy: How to Make Retirement the Best Years of Your Life

(held February 11, 2021)

Jim Yih has spent his 30 years in the financial industry focusing on the area of retirement planning. Most retirement planning comes from the financial industry and as a result, most retirement planning is focused on money and financial aspects of retirement. In this session, you will learn that a successful retirement is about much more than just money. Despite conventional beliefs, Jim will share with you his insights on the most important issues when it comes to having a successful retirement. He believes that the most successful retirees are not the ones with the most money. So what’s the secret to success then?

This session is hosted by CPBI Saskatchewan

Member Rate $20 +GST

Non Member Rate $55 +GST

CPBI Ontario Online Seminar Pension Investment Outlook 2021

(held February 2, 2021)

In this panel discussion, we will hear insights from senior industry leaders in the pension industry as they share their perspectives as we close our 2020 and look forward to 2021 and the dawn of a new day. In this session, we will hear insights from the pension perspective where future opportunities, areas of risk, and some of the key attendee outcomes will include:

Investment perspectives on various asset classes and outlooks across the asset allocation spectrum.
Thoughtful insights from senior pension industry professionals.
Economic Outlook and market expectations for 2021.
Q&A segment to hear perspectives from panelists.

This session is hosted by CPBI Ontario

Member Rate $35

Non Member Rate $77.50

2021 CPBI Atlantic Economic Forecast

(held January 28, 2021)

As Chief Investment Officer for Sun Life Global Investments, Sadiq will share his perspectives on the global and Canadian economies and summarize the key themes heading into 2021, such as the ongoing economic impact of the COVID-19 pandemic, the effect of the U.S. election on financial markets, and other issues related to the Atlantic Canadian economic environment.

This session is hosted by CPBI Atlantic

Member Rate $25

Non Member Rate $62.50

Student Rate $25

2021 Economic Update: Alberta, Canada & the World

(held January 20, 2021)

2020 has seen major disruptions in employment, trade, markets and politics globally, with devastating effects here in Alberta . What does 2021 and beyond have in store? Chief Investment Officer for Sun Life Global Investments, Sadiq will share his perspectives on Alberta, Canada and Global economies summarizing the key themes heading into 2021, such as the ongoing economic impact of the COVID-19 pandemic, the effect of the U.S. election on financial markets, and expectations for the energy sector both nationally and in Alberta.

This session is hosted by CPBI Southern Alberta

Member Rate $20

Non Member Rate $55

2021 CPBI Saskatchewan/Manitoba Economic Forecast

(held January 13, 2021)

Eric Theoret will offer an assessment of the macro landscape, touching upon the outlook for economic activity, central bank policy, and markets as we enter 2021. The presentation will offer a framework for understanding the economy within the context of the pandemic and will highlight the tailwinds (and headwinds) for key sectors and geographies as markets incorporate the economic policies of the next U.S. administration.

This session is hosted by CPBI Saskatchewan

Member Rate $25

Non Member Rate $65

Student Rate $25

2021 CPBI Manitoba/Saskatchewan Economic Forecast

(held January 13, 2021)

This session is hosted by CPBI Manitoba

Member Rate $25

Non Member Rate $65

Student Rate $25

2020 Economic Update - December 2020

(held December 9, 2020)

With the shock of the pandemic behind us, the world has settled into a new reality: living with COVID. The crisis is certainly not over, and most parts of the world are seeing cases rising once again. The global, Canadian, and Alberta economies are struggling under massive uncertainty. What possible scenarios could play out? And what if adjusting to a new reality -- rather than returning to life as normal -- turns out to be easier than we think?

This session is hosted by CPBI Northern Alberta

Member Rate $25

Non Member Rate $62.50

Student Rate $25

The Future of Workplace Plans: More Than Just Saving for Retirement

(held December 2, 2020)

We know there is a need for greater financial help for Canadians. Expanding workplace programs to offer solutions around student debt, cashflow management, credit counselling, and saving for your children’s education will help an employer add value to their existing pension and benefits program, and differentiate themselves in a highly competitive talent market.

Join a discussion in what the future of workplace savings and wealth programs can look like, by addressing very real problems with very non-traditional workplace solutions.

This session is hosted by CPBI Manitoba

Member Rate $25

Non Member Rate $65

Financial Wellness for the Ages: Many Generations, One Common Thread

(held November 25, 2020)

It’s a fact that when it comes to personal finances, our age dictates much about what we want to know. For example, someone new to the job is probably less interested in retirement planning than someone who already has their last day of work marked in the calendar. However, emerging trends have started to show us that the new hire and the seasoned veteran have a lot more in common than you would think: both can benefit from trends in communication – like the prominence of mobile devices, authenticity in communications, and the growing study of behavioural economics – to enhance their knowledge and ability to make sound financial decisions.

This session is hosted by CPBI Saskatchewan

Member Rate $15

Non Member Rate $50

Alberta Regional Trends Impact of change in our new working world

(held November 24, 2020)

Join members of the Gallagher Benefit Services Team as they discuss Regional trends, their impact, and ideas on how to keep teams engaged through our new world of work. The session will focus on how to leverage trend data to create a strategic plan that drives value, utilizes key HR technologies & communication tools, and creates a lasting impact on organizational & employee wellbeing.

This session is hosted by CPBI Southern Alberta

Member Rate $15

Non Member Rate $50

Fall Trends and Insight Online Seminar

(held November 17, 2020)

As we enter into the final months of 2020, we have seen continuous changes that have had major impacts on our industries. These changes will continue to have a major impact on supporting your clients as we enter into 2021. Please join us on November 17-19 for our multi day fall seminar where attendees have the opportunity to take part in several engaging and insightful online sessions from thought leaders across the country.

This session is hosted by CPBI Ontario

Member Rate $100

Non Member Rate $175

Manitoba Benefits Fundamentals - VIRTUAL

(held October 27, 2020)

If you are an employer or benefit plan sponsor, plan administrator, consultant, group insurance provider, or human resource professional, these sessions will be of interest to you. Whether you have been working in the benefits field for some time, or if you are new to the industry, this is your opportunity to learn more about the fundamentals of employee benefits.

This session is hosted by CPBI Manitoba

Member Rate $100

Non Member Rate $175

Student Rate $100

Workplace Mental Health: Moving beyond the checklist

(held October 22, 2020)

While workplace mental health is a more common topic in most boardrooms than a few years ago, many employers are still finding it difficult to manage the landscape and prioritize what really matters for their business. The session will review recent findings on the prevalence of mental health issues and the impact on the workplace from an organizational perspective as well as an individual perspective. Using case studies, Sylvana will provide an overview of the options and resources available to employers to help develop a sustainable mental health strategy. Carmen will wrap up the session with tips and examples of evidence based interventions to help you and your employees with difficult conversations that may arise on a day to day basis.

This session is hosted by CPBI Southern Alberta

Member Rate $25

Non Member Rate $62.50

Student Rate 25

Employers and Millennials – Charting a New Path Forward!

(held October 20, 2020)

Today’s workforce is evolving at a speed that employers can’t keep up. With so many different generations in the workforce, it’s hard to please everyone. Millennials make up a huge chunk of today’s workforce and their needs are completely different than those of the babyboomers, or even generation X.

Our panel discussion will look at what Millennials face in their everyday work life as well as the issues that employers face in trying to meet their needs, while working together to come to an understanding and continue to meet company targets with corresponding tight budgets.

This session is hosted by CPBI Northern Alberta

Member Rate $15

Non Member Rate $50

The Outlook for Financial Markets: Pandemics and Elections

(held October 15, 2020)

Strategic Themes and Tactical Opportunities: Investing in a Volatile World. Join our chief investment strategist as they explore six key themes:

Retooling Global Growth
Massive Monetary Toolkit
Stuckflation Tested
One World, Two Systems
Reimagining Capitalism
Stay Focused on Climate Risk

This session is hosted by CPBI Ontario

Member Rate $20

Non Member Rate $55

Student Member $20

Disability - Duty to Accommodate

(held October 14, 2020)

This presentation will provide an overall summary of how employers should be addressing disabilities in the workplace and properly managing their duty to accommodate. As part of this summary, the presentation will set out what the duty to accommodate actually is and how it is triggered, the lengths to which an employer's duty reaches (discussing the concept of undue hardship) and specifically looking at the challenge of accommodating mental health disabilities. The presentation will also touch on tips for properly requesting medical information pertaining to an employee's disability and best practices for managing accommodation requests.

This session is hosted by CPBI Manitoba

Member Rate $25

Non Member Rate $65

Student Member $25

Are Pension Commuted Value Changes Affecting You?

(held September 30, 2020)

On January 24, 2020, the Canadian Institute of Actuaries published revisions to its Standards of Practice which introduce changes to the calculation of commuted values. These changes will take effect by December 1, 2020.

Jared will provide an overview of:

• pension commuted values

• how commuted values are currently determined

• how commuted values would be determined under the new standard

In addition, Jared will provide commentary on considerations regarding implementation of the new standard.

This session is hosted by CPBI Manitoba

Member Rate $25

Non Member Rate $65

Student $25

Drug plan management 2020

(held September 24, 2020)

A look at prescription drug plan spending and trends in 2019 including the impact of COVID-19 on drug plans from March-August 2020. We will also take a deep dive into Expensive Drugs for Rare Diseases (EDRDs) and discuss the upcoming changes in how drugs are priced in Canada by the Patented Medicine Prices Review Board (PMPRB)

This presentation will contain three parts, first a look at drug spending and utilization in Canada Life drug plans in 2019, this will be followed by a deep dive into Expensive Drugs for Rare Diseases (EDRDs) in Canada and lastly will look at the impact of COVID-19 on drug benefit spending.

This session is hosted by CPBI Ontario

Member Rate $20

Non Member Rate $55

Student Member $20

2020 Sanofi Canada Health Care Survey: Future Forward: Frontline Perspectives on Health Benefit Plans

(held September 16, 2020)

The Sanofi Canada Healthcare Survey is Canada’s premier and longest-running survey of private employer-sponsored benefit programs. The 2020 survey – Future Forward: Frontline Perspectives on Health Benefit Plans – analyzes the changing opinions of plan members and plan sponsors as they relate to workplace wellness, health concerns and the impact of chronic disease.

This session is hosted by CPBI Northern Alberta

Member Rate $25

Non Member Rate $62.50

Student Member $25

Regulatory Updates Across Canada: COVID-19 and Beyond

(held September 15, 2020)

In this webinar, Kenneth MacDonald, Manager, SMB, Western Canada, Morneau Shepell will use his own personal journey with chronic pain to illustrate:

As the Canadian pension regulatory framework continues to evolve, legislation and regulatory guidance is simultaneously shifting. While there have been many changes in these turbulent times in response to the COVID-19 pandemic, industry players must also be aware of other regulatory updates as well. This session will accordingly provide an overview of key recent legislative, regulatory and caselaw updates across the country, including COVID-19-related updates, to assist plan administrators, plan sponsors and service providers navigate the changing regulation of pensions.

This session is hosted by CPBI Ontario

Member Rate $20

Non Member Rate $55

Student Member $20

Retirement Plan Communication: A Case Study

(held September 10, 2020)

Michel and Brenda will share the retirement plan communication strategies for two of their shared clients. One established a brand new plan for their employees and the other undertook a detailed marketing and carrier search. Using a case study approach they will share how the same communication materials and strategies were positioned with each client yet deployed differently. How did it turn out? Join us to hear of the successes, challenges and lessons learned from all perspectives – insurer, consultant, employer and employee.

This session is hosted by CPBI Southern Alberta

Member Rate $15

Non Member Rate $50

Pensions, Benefits and Return to the Workplace: adapting to our "new landscape"

(held July 15, 2020)

Session One: Ready, Set, Return – Pandemic impacts on employee benefits and wellbeing
presented by: Leigh-Ann Ing - Principal, Total Health Management - Mercer Marsh Benefits™

Session Two: Embracing innovation in Canadian health benefits
presented by: C.J. Gordon - Senior Associate - Mercer Marsh Benefits™

Session Three: OSFI Actions to Address Issues Stemming from COVID-19
presented by: Tamara DeMos - Managing Director of the Private Pension Plans Division, Office of the Superintendent of Financial Institutions (OSFI)

This session is hosted by CPBI Ontario

Member Rate $20

Non Member Rate $55

Student Rate $20

Virtual Healthcare: Embracing Innovation & Bridging the Gaps

(held June 30, 2020)

Society has evolved to expect an on-demand digital experience. Workplaces have transformed to have satellite offices, remote locations and more people working from home. How will healthcare keep up with the changing dynamics and our multi-generational workforce? Join us for a moderated panel session with 3 virtual healthcare providers in Canada, to learn more. Discover how organizations are evolving to meet the health and wellness needs of a digital savvy work force.

This session is hosted by CPBI Southern Alberta

Member Rate $15

Non Member Rate $50

Pension and Institutional Investing for the New Normal

(held June 25, 2020)

Soheil Mahmoodzadeh, Chief Econometrician for CWB Financial Group, will be providing Canada economic update. He will also discuss deflation/inflation and negative interest rates.

Michelle Richardson, Consultant for George & Bell Consulting, will discuss the impact of the current environment on institutional investors and address some of the asset allocation questions that investors are facing.

This session is hosted by CPBI Pacific

Member Rate $25

Non Member Rate $70

Student Rate $25

Learning from crisis, and the world’s best marketers to communicate total rewards

(held June 23, 2020)

Every year most companies invest hundreds of thousands, if not millions of dollars into their benefit and retirement programs. It’s an important signal for how much your organization cares for your employees’ lives outside of work: their health, their loved ones, their financial future, their feeling of wellbeing.

This session is hosted by CPBI Ontario

Member Rate $20

Non Member Rate $55

Student Rate $20

Legal and Pension Update

(held June 9, 2020)

This session will focus on recent legislative changes and case law developments in Western Canada and their impact on retirement and benefit plans. While some of the areas of discussion will overlap with developments specific to the COVID-19 environment, the presentation will cover pension regulation, changes to CRA policies, employment standards and benefits continuation, recent caselaw and broader legal developments impacting retirement and benefits plans. The session will focus on the implications of these changes for plan sponsors and administrators with plans located in Western Canada.

This session is hosted by CPBI Northern Alberta

Member Rate $25

Non Member Rate $62.50

Student Rate $20

Employee Financial Wellness - A Post-Pandemic Priority

(held June 2, 2020)

Financial health is now employees’ greatest wellness concern in light of the coronavirus pandemic. Offering a financial wellness proposition is no longer a luxury - it’s imperative.

Saijal will dispel the myths surrounding financial wellness and highlight the top mistakes employers make when thinking about, or offering such programs. She’ll present how to build financial wellness plans that are effective, empowering and deliver results to the corporate bottom line.

This session is hosted by CPBI Ontario

Member Rate $20

Non Member Rate $55

Student Rate $20

Assurances et Pharmacie (in French)

(held May 21, 2020 in french)

La place occupée par les médicaments dans le coût des assurances collectives ne cessant d’augmenter, cette présentation traitera de la différence de prix entre le régime privé et public ainsi que de la nouvelle entente maintenant en vigueur depuis 2020 entre l’AQPP, les assureurs et les tiers payeurs. La nouvelle entente offrant de nouvelles possibilités, la présentation traitera également des moyens existant pour limiter les problèmes reliés aux assurances médicaments que peuvent vivre les assurés lors d’un changement de plan ou pendant la durée de celui-ci. Finalement, qu’en est-il d’une pharmacie en ligne et de ses enjeux pendant cette nouvelle période de pandémie.

This session is hosted by CPBI Quebec

Member Rate $25

Non Member Rate $65

Barry LaValley - What Every Plan Sponsor and Member Should Understand About Retirement

(held May 7, 2020)

Barry LaValley will help attendees understand the key issues that Plan Members face as they look at their retirement; he will also focus on critical ways that Sponsors can help ease that transition and take the stress out of the retirement decision.

This session is hosted by CPBI Pacific

Member Rate $25

Non Member Rate $90

Student Rate $25

Redefining The Narrative of Older Workers

(held April 15, 2020)

Life expectancy is increasing at a pace that may sustain beyond the actual age of retirement, and some people will not be ready to retire until an advanced aged. In addition, today even if recruiting all of the young people out of school, we will still have a shortage of workers.

What does this mean for employers and extended benefits providers? Older workers will stay longer at work. Knowledge retention and loyalty are a plus, but multiple complexities may be present as well. Some of these workers will require support that is likely going to come through the employer’s support directly or through an extended benefits provider, to be able to continue working.

This session is hosted by CPBI Pacific

Member Rate $25

Non Member Rate $90

Student Rate $25

This session is hosted by CPBI Saskatchewan