CPBI Ontario: Canadian Pension Certificate Program

March 5 - 7, 2019 8:30 AM to 4:30 PMYorkville Conference Center, Toronto, Ontario
Area of Interest: Pensions, Networking Format: In Person
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In Partnership with the HRPA, the Canadian Pension and Benefits Institute is pleased to offer the Pension Certificate Program again for the Spring 2019!

Pensions and retirement savings used to be a relatively straightforward area for HR professionals.

Not anymore.

While still a very important element of employee compensation, the landscape of pension and retirement savings has become much more complex.

Longer life expectancies and workplace demographics that often skew toward the more mature end of the spectrum are also complicating factors. And as pension law and regulation continue to evolve, a good understanding of the legal framework, best practices and risk management is critical to successful plan administration.

In this certificate course, master one of the most important elements of employee compensation, and learn how to make your firm's programs as efficient as possible. This is an invaluable opportunity to further your career and enhance your company's effectiveness by becoming an expert in the area of pension and retirement savings.

Develop your understanding of the basics of plan administration and governance, including:

  • Learn about the key elements of plan administration, including the key legal obligations.
  • Gain a valuable, practical understanding of retirement savings plans and plan governance.
  • Understand best practices in risk management, particularly for day-to-day plan administration.

Complete all three levels and receive your Pensions Program Certificate.

Each day builds on the knowledge and skills of the previous level. Successful graduates will have completed all three levels.

Price 

HRPA and/or CPBI Members: $1500 + Taxes 
Non-Members: $1800 + Taxes

***CPBI Members are able to register at a discounted rate. Please contact the CPBI Ontario Regional Office for the discount code - ontario@cpbi-icra.ca

Please note: The promo code entitles you to the HRPA Member rate. If you are an HRPA member, you will automatically receive the HRPA Member rate without having to apply the promo code. Registrants are allowed only one discount per registration, equivalent to the HRPA Member rate.


Course Topics:

Level 1: Introduction to the key elements of retirement savings plans and plan governance

  • The three pillars of retirement savings
  • An overview of government administered pension programs
  • Types of employer sponsored retirement plans
  • Basic principles of plan governance
  • Risk management and best practices in plan governance

Level 2: Key principles of plan funding and investments

  • An overview of the tax rules
  • Actuarial funding and valuations
  • Funding arrangement options
  • Investment rules and regulations
  • De-risking options and trends

 

Level 3: Regulatory compliance and best practices in plan administration and communications

  • An overview of the complex web of legislation applicable to pension plans
  • Minimum standards governing member entitlements
  • Consequences of regulatory non-compliance
  • Identify common administration pitfalls
  • The importance of getting clear and accurate communications

 

Learning objectives:

  • Gain an understanding of the legal and regulatory framework that applies to pension and other retirement savings plans.
  • Learn tips on best practices in plan administration and governance.
  • Get strategies to reduce risk and liability in plan administration.

Who should attend?

HR professionals, pension committee members, boards of trustees, c-suite executives.

Speakers:

Kim Ozubko

Kim Ozubko is a Partner in the Toronto office of Miller Thomson’s Pension and Benefits Group. A frequent speaker and author in the areas of pensions and benefits law, Kim advises clients in all areas of the firm’s pensions and benefits practice. Prior to joining Miller Thomson, Kim practiced pensions and benefits law at several international law firms and at an international pension consulting firm. Her current practice focuses on all legal and regulatory matters relating to the implementation, administration and governance of pension, group benefit and other retirement savings plans.

This includes advising clients on the development of pension and other employee benefit plans as well as on plan mergers and conversions, pension fund investment, fiduciary duties and ongoing regulatory compliance. She also advises clients on a full range of benefit issues in the employment law and unionized context including the implementation of employee communication strategies. Kim has been recognized as a leading lawyer in the 2018 Canadian Legal Lexpert Directory in the area of Pensions and Employee Benefits.

Allyson Marta, Associate, the Pensions & Benefits Group, Stikeman Elliot LLP

Allyson Marta is an associate in the Pensions & Benefits Group at Stikeman Elliot LLP. Her practice focuses on pensions and benefits issues relating to corporate transactions, creditor/debtor agreements, and bankruptcy and insolvency matters, as well as pension plan compliance and administration.
Prior to joining Stikeman Elliott, Allyson was a legal consultant at the Toronto office of one of the leading global human capital and management consulting firms. As a consultant, she advised on a broad range of administrative, compliance and strategic matters related to pension plans, and employment-related matters.

Before joining the consulting firm, Allyson practiced pensions and benefits law at a human resources law firm in Calgary, Alberta, advising employers and a large public sector pension plan, on a variety of pensions and benefits matters.
Allyson is a member of the Law Society of Ontario and the Law Society of Alberta, the Canadian Bar Association, the Ontario Bar Association, and sits on the Ontario Regional Council of the Association of Canadian Pension Management.

Natasha Monkman, Partner

Natasha Monkman is a partner in Hicks Morley’s Pension Benefits and Executive Compensation practice group. She regularly advises private and public sector employers on a variety of plan administration, compliance and governance matters relating to their employee benefit plans and pension plans, including with respect to the administration of marriage breakdown and death benefit entitlements. She also regularly advises employers under going significant transactions and with respect to pension plan funding issues.

Caroline Helbronner

Caroline Helbronner practices exclusively in the areas of pensions, employee benefits and executive compensation. Caroline advises on all areas of the implementation, administration, funding taxation and wind-up of pension, group benefit, profit-sharing and deferred compensation arrangements. Caroline has deep experience advising clients in respect of pension, tax, trust and benefit issues arising in connection with cross-border situations, corporate transactions, insolvencies, ongoing compliance with regulatory requirements, the development and documentation of pension and employee benefit plans, de-risking, pension governance, investment and funding and custody arrangements.

Caroline’s clients include private and public sector pension plan sponsors and administrators, financial institutions and service providers.

Leroy Sequeira

Leroy is a manager in Deloitte’s Actuarial, Rewards and Analytics group. Prior to joining Deloitte, Leroy was an actuarial consultant at the Toronto office of a large Global HR consulting firm where he focused on pension and post-retirement benefit issues across public and private sector clients. He served his clients from various angles including but not limited to plan design studies, funding strategy for clients, and technical review.

He is currently an Associate of the Society of Actuaries and the Canadian Institute of Actuaries and is working towards his Fellowship designations in both actuarial bodies.

Sukhvinder Dulay

Sukhvinder Dulay is a pension and benefits lawyer in Hicks Morley’s Toronto office. She assists clients with all aspects of pension and retirement plan administration, including design, governance, and member communications. She also has experience advising on tax issues related to compensation and benefits. Sukhvinder has advised multiple clients on the strategy and implementation of complex plan design changes for both provincially and federally regulated pension plans, including plan mergers and asset transfers. Sukhvinder also regularly assists clients with plan documentation, day-to-day pension plan administration for both defined benefit and defined contribution plans, and governance issues.

Sukhvinder’s advice on pensions, benefits and executive compensation is informed by her background in consulting and work experience in public sector human resources departments. She earned a Bachelor of Commerce and law degree from the University of Toronto and has previously worked at a large consulting firm and the Ontario public service.

Jason Vary

Jason is President of Actuarial Solutions Inc. He has practiced in defined benefit pension and retiree health plans for over twenty years.  He has experience with many plan designs including single-employer, multi-employer, jointly-sponsored, private sector, government, unionized, non-unionized, as well as registered and non-registered executive plans.  He also provides clients with independent due diligence services with respect to mergers and acquisitions, and expert independent advice on matters before arbitrators and the courts.  Jason is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries and is also an active volunteer with in the actuarial profession, currently serving on the Board of Directors for Canadian Institute of Actuaries.


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Cancellation Policy

Fees and Registration
Membership TypesRegular Price
Regular membership$1,500.00 CDN
Plan Sponsor Individual Membership$1,500.00 CDN
Associate$1,500.00 CDN
Student$1,500.00 CDN
Non Member$1,800.00 CDN