F14-Agenda

 

Agenda 

Speakers 

Receptions & Dinner

Accommodations

Tours


FORUM 2014 Agenda         

   Download a PDF version

     Monday May 26 2014

11:00 - 6:00Registration
2:00 - 3:30Freedom Trail Tour (Optional activity)
3:00 - 4:20Duck Boat Tour (Optional activity)
7:00 - 9:00Welcome Reception at the Top of the Hub

    Tuesday May 27, 2014

7:00 - 6:00Registration
7:00 - 5:00Exhibition
7:00 - 7:45Breakfast
7:45 - 8:45


Welcome & Opening Keynote
What's Happening with Our Workforce: Making Generations Work!
Jim Carroll, Futurist, Trends, Creativity & Innovation Expert



Have your book signed by the author !
 
All delegates will be given a complimentary copy of Jim Carroll's The Future Belongs To Those Who Are Fast.  

A book signing session will take place after the keynote session.
9:00 - 10:45Is There a Looming Pension Crisis in Canada?
Hon. Wes Sheridan, PEI Provincial Treasurer, Minister of Finance, Energy and Municipal Affairs;
Jim Leech, President and CEO, Ontario Teachers' Pension Plan;
Malcolm Hamilton, Senior Fellow; C.D. Howe Institute;
René Beaudry, Co-founder, Normandin Beaudry;
Moderator: Don Bisch, Director, Corporate Communications, Equitable Life of Canada
10:45 - 11:15Health Break and Exhibition
11:15 - 12:15Simultaneous Sessions (4)
Session 1Is Social Security In Worse Shape than Detroit's Pension System?
Laurence J. Kotlikoff, Professor, Boston University, Research Associate, National Bureau of Economics Research; President, Econonic Security Planning Inc.
Session 2Understanding and Applying the Health “Reformation”
Carlos Balarezo, Chief Executive Officer, Genescient;
Robert Paterson, President, Renewal Consulting Group Inc, former Senior Advisor to the President, Canadian Institute for Advanced Research.
Session 3Global Fixed Income - Global Opportunities in a Rising Rate Environment
Elsa Goldberg, Vice President, Senior Product Manager, Franklin Templeton, San Mateo, California
Session 4Les médias sociaux : une stratégie et non un canal
Sophie Bellemare, Associate Vice-President, Digital Strategy, Standard Life
Karrina Dusablon, National Director, Education and Training , Desjardins Financial Security 
12:30 - 2:00Lunch & Speaker
BOOMERS: The Future of Financial Services and Retirement
Brent Green, Author of « Marketing to Leading-Edge Baby Boomers: Perceptions, Principles, Practices, Predictions » and « Generation Reinvention: How Boomers Today Are Changing Business, Marketing, Aging and the Future »
2:15 - 3:15Simultaneous Sessions (4)
Session 5The D’Amours Report and its Intriguing Longevity Pension
René Beaudry, Co-founder, Normandin Beaudry
Session 6Oh What a Life...On Drugs
David Willows, Vice-President, Strategic Market Solutions, Greenshield
Session 7The Alternative Solution
Peter Muldowney, Senior Vice President, Institutional Strategy, Connor, Clark & Lunn Financial Group;
Colin Spinney, Treasurer, Dalhousie University
Session 8Titres à revenu fixe mondiaux – Des occasions à l’échelle mondiale dans un contexte de hausse des taux d’intérêt
Elsa Goldberg, Vice President, Senior Product Manager, Franklin Templeton, San Mateo, California
3:15 - 3:45Health Break and Exhibition
3:45 - 4:45Simultaneous Sessions (3)
Session 9A New Approach in Underwriting High-Cost Drugs
Jonathan Bohm, Consultant, Benefits, Normandin Beaudry;
Nicolas-Pierre Bergeron, Partner, Group Benefits, Normandin Beaudry
Session 10Government and Healthcare: Preparing Plan Sponsors to Weather the Storm
Tim Clarke, Chief Innovation Officer, Canadian Health & Benefits Consulting, Aon Hewitt
Session 11Surmounting Political Barriers to Infrastructure Investment in Canada
John-Christian Bourque, Senior Consultant, StrategyCorp Inc.
6:00 - 7:00Cocktail Reception
7:00 - 9:30Gala Dinner

    Wednesday May 28, 2014

7:00 - 13:00Registration
7:15 - 8:00Breakfast
8:00 - 9:00Keynote
Chasing Bernie Madoff
Harry Markopolos, Madoff Whistleblower

Have your book signed by the author ! 

Purchase a discounted copy of Harry Markopolos' book No One Would Listen when you register for the CPBI FORUM 2014. 

A book signing session will take place after the keynote session. A copy of the book will be given only to those delegates who have purchased their copy when registering for FORUM 2014.
9:15 - 10:15Is It Time to Rethink the Role of Benefit Plans?
Brian Lindenberg, Senior Partner, Mercer; 
Sarah Beech, President, Pal Benefits; 
Marilee Mark, Vice-President, Market Development, Group Benefits, Sun Life Financial
10:15 - 10:45Health Break and Exhibition
10:45 - 11:45Simultaneous Sessions (4)
Session 12Pensions 2.0
Will Sandbrook, Director of Strategy, Research and Analysis, UK, National Employment Savings Trust (NEST);
Robert Brown, President, International Actuarial Association, former President, Canadian Institute of Actuaries
Session 13Social Media: A Strategy, Not a Channel
Sophie Bellemare, Associate Vice-President, Digital Strategy, Standard Life
Karrina Dusablon, National Director, Education and Training, Desjardins Financial Security 
Session 14
Understanding the Connections: Health, Financial Well-Being and the Workplace
Matt Miles, Vice-President, Product & Marketing, Group Benefits & Retirement Solutions, Manulife Financial
Session 15A Tonic for Interest Rate Headaches?
Philip Falls, Senior Consultant, PBI Actuarial Consultants Ltd.
Steve Morris, Managing Director and Portfolio Manager, Liability Driven Investments, Sun Life Financial
12:00 - 1:00Closing Remarks & Speaker
Lessons for Private Sector Retirement Security from Australia, Canada and the Netherlands
John A. Turner, Director, Pension Policy Center (US)
1:00Lunch
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