June 15 - 18, 2020 8:00 AM to 4:00 PMOnline, Eastern Time Zone
Area of Interest: Pensions, Benefits, Investments Format: Web


 Join us for the CPBI FORUM 2020 Online Learning and Networking Experience!

Each year, we look forward to hosting our members and partners from across Canada at the CPBI FORUM, to learn and exchange best practices on hot topics that affect the pension and benefits industry.

While we are disappointed that we will not be able to meet our members in-person this June, we are excited to host FORUM 2020 as an online learning and networking experience.

Come and Go as your Schedule Permits

Your registration is valid for the entire 4-day Online FORUM.

Closer to the FORUM start date, you will be granted special access to the online platform and will be able to personalise your Forum schedule.

Sessions will stream live over 4 days 

Eastern Time


June 15th


June 16th


June 17th


June 18th

8:15 AM - 11 AM

French Sessions French SessionsFrench SessionsFrench Sessions
11 AM - 4 PMEnglish Sessions English SessionsEnglish Sessions English Sessions 

All LIVE sessions. Recorded sessions will be available ON-DEMAND as well.

Learn, Network and Earn  your CE Credits 


CPBI Members: Complimentary
Non-members: $300*

*Activate a CPBI membership for $300! Attend FORUM for Free, access free monthly webinars and benefit from discounts on all CPBI events all year long. + Learn more

Cancellation Policy


Fire Side Chat with Pablos Holman

Fire Side Chat with Louis Vachon

Click here to see full Agenda  FORUM Agenda


*Be mindful of Time Zones (ET, AT, PT, CT and MT).

Economic Global Outlook

Martin Coiteux,  Head of Economic Analysis and Global Strategy, CDPQ

Bob Swanson, Senior Vice President & Portfolio Manager, Cambridge Global Asset Management

Moderator: Daniel Conti, Principal, Harbourvest Partners (Canada)

Tuesday, June 16 

  2:00 PM ET |  3:00 PM AT |
11:00 AM PT | 12:00 PM MT
1:00 PM CT

Live session  |  On-demand  

Researching Glidepath Approaches: It starts with a Great Ending

Marie-Benoîte Ould-Ferhat, Manager, Portfolio Solutions GLC Asset Management Group Ltd

Monday, June 15

2:45 PM ET | 3:45 PM AT |
11:45 AM PT | 12:45 PM MT
1:45 PM CT

Live session  |  On-demand 

Data in the Driver Seat 

Shawn Kauth, AVP, Strategy, Product & Partnerships, Group Retirement Services, Sun Life

Tuesday, June 16

12:00 PM ET | 1:00 PM AT |
9:00 AM PT | 10:00 AM MT |
11:00 AM CT

Live session  |  On-demand 

Pension COmmunication
The Use of New Communication Methods in the Pension Industry - Implications and Risks

Glorie Alfred, Associate, Osler LLP

Wednesday, June 17

2:30 PM ET | 3:30 PM AT | 
11:30 AM PT | 12 :30 PM MT |
1:30 PM CT

Live session  |  On-demand 

Should Benefit Plans Pay for Pharmacogenomic Testing?

Ned Pojskic, Leader, Pharmacy & Health Provider Relations Green Shield Canada (GSC)

Tuesday, June 16

12:45 PM ET | 1:45 PM AT | 
9:45 AM PT | 10:45 AM MT |
11:45 AM CT

Live session  |  On-demand 

ESG Investment 2.0 - Moving to a Sustainable Mind Set

Margaret Childe, Director, ESG Research and Integration Manulife Investment Mangement

Erica Barbosa Vargas, Director, Solutions Finance, The McConnell Foundation

Wednesday, June 17

1:15 PM ET | 2:15 PM AT | 
10:15 AM PT | 11:15 AM MT |
12:15 AM CT

Live session  |  On-demand 

The Future of Talent in Finance

Benoit Desgroseillers, Finance Montreal

Fay Aroub, Senior Director, CDPQ 

Jérôme Bourgon, Director, Robert Half Management Moderator:

Ron Cheshir, Leadership & Solution-Focused Coach

Monday, June 15

11:30 AM ET |  12:30 PM AT | 
8:30 PT | 9:30 MT |
10:30 AM CT

Live session  |  On-demand 

Dotor will see you know
Putting Plan Members in the Driver’s Seat of their Health Care

Pierre Marion, Regional VP, Business Development, Medavie Blue Cross

Wednesday, June 17

12:00 PM ET | 1:00 PM AT |
9:00 AM PT | 10:00 AM MT |
11:00 AM CT

Live session  |  On-demand 


Protecting Pension Funds from the Evolving Cyber Threat

Peter Dewar, President, Linea Secure


Monday June 15

1:30 PM ET |  2:30 PM AT |
10:30 AM PT | 11:30 AM MT |
12:30 PM CT

Live session  |  On-demand 

Overall Health: The key to employee well-being during and after the pandemic

Charmaine Alexander, Senior Advisor in Disability Management, Desjardins Insurance

Monday, June 15

12:45 PM ET | 1:45 PM AT |  9:45 AM PT | 10:45 AM MT |
11:45 AM CT

Live session  |  On-demand 


Pension Panel - Delegation Without Losing Control

Randy Bauslaugh,  Partner, McCarthy Tétrault LLP

Derek W. Dobson, CEO and Plan Manager, CAAT Pension Plan

Hari Panday,  President & CEO, PanVest Capital Corporation

Thursday, June 18

11:30 AM EST | 12:30 PM AT | 
8:30 AM PT | 9:30 AM MT |
10:30 AM CT

Live session  |  On-demand  

The Business of Active Management: The Long Term Survival Plan 

Jonathan Brodie, Investment Counsellor, Orbis Investments

Joe Nakhleh, Vice President, Investment Solutions & Business Strategy, National Bank Investments

Moderator: Daniel Conti, 
Principal, HarbourVest Partners (Canada)

Thursday, June 18

2:00 PM ET |  3:00 PM AT | 
11:00 AM PT | 12:00 PM MT |
1:00 PM CT

Live session  |  On-demand  

Dany Lemay

Debunking the outsourced CIO myths

Dany Lemay, Director, Investment, Willis Towers Watson

Thursday, June 18

3:00 PM ET | 4:00PM AT | 
12:00 PM PT | 1:00 PM MT |
2:00 PM CT

Live session  |  On-demand 

Louis Vachon

New Vision New Reality 

Louis Vachon,  Chief Executive Officer of National Bank of Canada

Wednesday, June 17

11:00 AM ET | 12:00 PM AT | 
8:00 AM PT | 9:00 AM MT |
10:00 AM CT

Live session  |  On-demand 

Pablos Holman
Live Q&A Pablos Holman

Futurist, inventor, and notorious hacker with a unique view into breaking and building new technologies.

Tuesday, June 16

11:30 AM | 12:30 PM AT |  
8:30 AM PT | 9:30 AM CT |
10:30 AM MT

Live session  |  On-demand 


Santé globale : La clé du mieux-être des employés au-delà de la crise

Daniel Dufour,  Chef de produits, Prévention et gestion des invalidités, Desjardins Assurances

Wednesday, June 17

9:00 AM ET | 10:00 AM AT |   6:00 AM PT | 7:00 AM MT |   
8:00 AM CT  

Live session  |  On-demand 

Santé globale : La clé du mieux-être des employés au-delà de la crise

Ls Cybersecurité
Audits de cybersécurité pour les fonds de pension

Vincent Houle, Conseiller principal, Linea Solutions

Wednesday, June 17

9:45 AM ET | 10:45 AM AT |
6:45 AM PT | 7:45 AM MT |
8:45 AM CT 

Live session  |  On-demand 

Fraude en Soin de santé
La fraude dans les régimes de soins de santé

Louis-Philippe Corbeil Girard Conseiller en assurance et rentes collectives, Gestion TC Inc

Tuesday, June 16

9:45 AM ET | 10:45 AM AT | 
6:45 AM PT | 7:45 AM MT | 
8:45 AM CT  

Live session  |  On-demand 

Regime Complementaire
Les nouveautés en matière de régimes complémentaires de retraite au Québec

Stéphane Gamache, Directeur des régimes complémentaires de retraite, Retraite Québec

Tuesday, June 16

9:00 AM ET | 10:00 AM AT | 
6:00 AM PT | 7:00 AM MT |  
8:00 AM CT 

Live session  |  On-demand 

Démystifier le mythe des services délégués (OCIO)

Dany Lemay, Directeur principal et chef de la pratique, Investissement, Willis ­Towers Watson

Thursday, June 18

9:45 AM ET | 10:45 AM AT | 
6:45 AM PT | 7:45 AM MT | 
8:45 AM CT  

Live session  |  On-demand 

CPBI Thanks all of its Partners 


Canada Life
The Co-operators


Desjardins Insurance


MacKenzie Investment



EQ Care
CWB Trust Services



Sutton Special Risk 

Linea solutions