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.

The workplace is evolving faster than ever, with AI adoption, generational shifts, and changing workforce expectations redefining how organizations attract, retain, and support employees. While some companies are embracing these changes, others are struggling to adapt. This session explores who is leading the way, who is falling behind, and what it means for employee benefits and workplace culture.

Cancellation Policy
  

 This session will be presented by: 

 

Edyta Mroczkowski
Partner 

Mercer 

Edyta Mroczkowski is a Partner in the Health business in Mercer’s Calgary office who consults on a wide range of total rewards issues and specializes in the strategic design, pricing and delivery of benefit plans.  Edyta’s clients range from mid-size (2,000+ employees) single-employer groups to complex (120,000+ employees) multi-employer Trusts across various sectors, including retail, financial, telecom, education, pharmaceutical, and automotive.

Edyta has 25+ years of experience in the employee benefits field, including 21 years of consulting experience, working for a group insurer, and leading compensation, benefits and retirement portfolios at a large Canadian research university. 

Edyta takes a client-centric approach to consulting assignments, prioritizing understanding her clients' unique needs and challenges to develop tailored benefit solutions that drive employee engagement and organizational success. She believes in creativity and collaborative leadership style, fostering an inclusive environment where all team members feel empowered to share ideas and contribute to innovative solutions that benefit 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

Lisa Banack is a highly strategic Human Resources leader with a proven track record in compensation strategy and design at ATB Financial. She has consistently driven impactful, enterprise-wide initiatives, including the successful design and development of new short-term and long-term incentive plans, as well as executive compensation structures. Lisa's expertise ensures ATB attracts, retains, and motivates top talent through innovative reward strategies.

More recently, Lisa transitioned to her current role as Managing Director, Team Member Retirement & Investment Programs. Here, her team has oversight and risk management for ATB’s pension plans, collaborating with the Board-established Retirement Committee to ensure sustainable programs. She also oversees program evolution, communication, and education, significantly contributing to team member well-being and financial readiness.

A forward-thinking leader, in 2024 Lisa played a pivotal role on ATB’s past Generative AI Project Team, not only in successfully piloting Google Gemini but also in its critical scaling across the organization. Building on this, she now leads the Gen AI People Workstream, strategically integrating AI into leader practices and broader workforce strategy. Lisa’s exceptional contributions were recognized with ATB's prestigious President's League Award in 2017. She holds a Bachelor of Commerce and a Human Resources Management Certificate from the University of Alberta.

Outside of her professional life, Lisa navigates the joys and challenges of raising two children alongside her husband, striving for that elusive balance between career and family – often fueled by coffee in the morning and perhaps a glass of wine at night. 

  
  


 

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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