AGENDA 

Monday June 15, 2020

*** schedules presented in Eastern Time Zone (ET)
9:45 ET - 10:45 AM ET

Et si l’adhérant était aux commandes de ses soins de santé?

Pierre Marion, Vice-président régional, Développement des affaires, Medavie Croix bleue

Les informations médicales étant facilement accessibles à l’aide d'un simple clic, les consommateurs n'ont jamais été aussi bien informés - ou n'ont jamais eu autant d'attentes à l'égard de leurs soins de santé. Nous sommes passés de l'expression « le médecin va vous voir maintenant » à « le patient va vous voir maintenant ». La maturation du consumérisme nous invite alors à réimaginer l'avenir des soins de santé, en développant des systèmes plus pertinents et plus adaptés aux réalités d'aujourd'hui et aux défis de demain.



 

11:30 AM ET - 12:30 PM ET

The Future of Talent in Finance(English session) 

Panelists: 
Benoit Desgroseillers, MBA, CRHA, PPCC, Senior Director, Finance Montreal

Fay Aroub, Senior Director- Talent management and HR operations at Caisse de dépôt et placement du Québec (CDPQ)

Jérôme Bourgon, CPA, CMA, Director, Financial Projects, Robert Half Management

Nathalie Aemisegger, CRHA, B.Comm, Senior Manager, Human Resources, TD Insurance

Moderator: 
Ron Cheshire, CIM, MBA, Professional Leadership & Strengths Coach, Sabourin Consult Group Inc.

A recent report from McKinsey claims that, in the next couple of years, machines will be capable of performing 30% of the current work at banks. The accelerated pace of change is disrupting every aspect of our financial ecosystems.

Adapting and embracing new challenges in attracting, retaining and engaging talent has become even greater priority for the organization of the future. Changing roles, changing skills & careers and changing organizational contexts & cultures means the people models and business models of the past will be transformed.

A presentation of findings from the recent report commissioned by Finance Montréal on the topic will be followed by a panel discussion of the following themes:

  • Digitalization and the Impact of Artificial Intelligence on the Transformation of the Workforce and the Workplace
  • Diversity and Collective Intelligence
  • The Shortening Talent Cycle
  • Future Skills Outlook & Individual Talent versus Social Talent
  • The New Generation of Workers

Attend to learn:

1) How will the digitalization of finance and what effect will AI have on the transformation of work and the workplace? How will this impact individuals and which organizations will deliver financial services in the future?

2) With shortening of the talent cycle, what strategies can organizations deploy to ensure they attract and retain top talent?

3) With careers becoming less linear, is it hard to know what skills people need, what will be the most valuable skills for a finance professional in the future?

4) Unique from previous generations, what can we do help engage and retain the new generation of workers?


  
12: 45 PM ET - 1:15 PM ET

Overall Health: The key to employee well-being during and after the pandemic   (English session)

Speaker:

William Lindsay, Plan Sponsor Service Advisor for Disability Management and Prevention, Desjardins Insurance

Covid-19 has seriously shaken things up for Canadians, both in their professional and personal lives. With our new normal, which—for many of us—means teleworking and homeschooling, we're seeing an uptick in health problems that organizations and insurers need to address and adapt to. How can we take care of our employees from a distance? What health problems are we talking about, exactly? Are compassion and caring now central to the employer-employee relationship?

In this webinar, we'll be looking at how overall health culture, which includes physical, mental and financial health, is especially important during a crisis. And how going forward, this culture will be an integral part of group plans

  
1:30 PM ET - 2:30 PM ET

Protecting Pension Funds from the Evolving Cyber threat (English session)

Speaker: 
Peter Dewar, Linea Secure, USA

Pension funds have evolved over the years to relying on technology to run and manage fund operations. This has created opportunities to receive timely employer reporting and creating new ways to engage members with self-service access allowing for changes to addresses, beneficiaries, and distribution accounts. Cloud services are facilitating the continuance of fund operations in the current remote operating environment brought on by the response to COVID-19. This means that the surface area that requires protection has grown exponentially. As a fiduciary how do you determine your fund's full exposure and what do you do about it?

During his presentation, Peter will discuss how pension funds should approach the task of determining the risks in various areas of fund operations including providing services to plan members and employers, protecting investment and financial information, and securing confidential communications with trustees. Three takeaways from Peter's presentation will be:

. Understanding the changed landscape in the COVID-19 world and beyond

. Determining your level of cybersecurity risk

. Implementing a framework that assists in mitigating cybersecurity risks


  
2:45 PM ET - 3:45 PM ET

Researching Glidepath Approaches: It starts with a Great Ending (English session)

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

This session will provide particularly useful information for plan sponsors and members interested in learning how glidepath construction approaches contribute to plan member success and meeting their financial goals, as well as for consultants responsible for making informed recommendations and comparisons of glidepath constructions.

Marie walks you through relevant key risk and return considerations when assessing a glidepath approach that works for your members.

Attend to learn:   

  • Why taking an investor’s view point requires tailored multi-dimensional risk return analysis,
  • How reverse engineering optimal member outcomes can change the shape of relevant glidepaths;
  • Where forward looking views and tactical asset allocation are instrumental in defining the appropriate goals, designing the relevant paths, and delivering on members’ retirement goals.

Tuesday June 16, 2020

9 AM ET - 9:30 AM ET


Les nouveautés en matière de régimes complémentaires de retraite au Québec (French session)

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

Dans le contexte découlant de la pandémie de COVID-19, trois mesures d'assouplissement temporaires sont mises en place afin de venir en aide aux administrateurs de régimes complémentaires de retraite et aux participants de ces régimes. Les mesures proposées sont : la prolongation des délais de certaines obligations réglementaires et législatives, la mise à jour du degré de solvabilité à prendre en compte pour les acquittements (transferts et remboursements) dans un régime de retraite à prestations déterminées ainsi que l’assouplissement des règles de décaissement des sommes immobilisées.
Cette présentation a pour but de présenter ces mesures ainsi que les questions les plus fréquemment posées.
  
9:45 AM ET - 10:45 AM ET

La Fraude dans les regimes de soins de santé (French session)

Speaker:
Louis-Philippe Corbeil, Conseiller en assurance et rentes collectives, Gestion Tim Cummings Inc.

La fraude dans les soins de santé: un survol de la fraude et de l'abus dans les soins de santé pour en comprendre les enjeux et les meilleures pratiques pour protéger l'expérience des régime d'avantages sociaux.


 
11:30 AM ET - 12:00 PM ET

Live Q&A with Pablos Holman (English session)

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

Pablos is a hacker, inventor and technology futurist with a unique ability to distill complex technology into practical tools. Always building the future, his projects include cryptocurrency in the 1990s; AI for stock market trading; building spaceships at Blue Origin for Jeff Bezos; the world’s smallest PC and 3D printers at Makerbot. Pablos helped start the Intellectual Ventures Lab for Nathan Myhrvold to support a wide range of invention projects, including a brain surgery tool; a machine to suppress hurricanes; a nuclear reactor powered by nuclear waste; and a machine that can shoot mosquitoes out of the sky with lasers – part of an impact invention effort to eradicate malaria with Bill Gates. A member of the most prolific team of inventors in the United States, Pablos has over 70 patents.

A world-renowned expert in 3D Printing, Artificial Intelligence, Big Data, Robotics, Automated Manufacturing, & Cryptocurrency, Pablos has contributed to visions for the future of urban transportation, entertainment, education, energy, manufacturing, health care, food delivery, sensor networks, payment systems & cloud computing.

Currently, Pablos is working to rearchitect industries with the superpowers of automation, robotics & machine learning. He is on the faculty of Singularity University, founder of Bombsheller and an advisor to data.world & Glowforge.

 

 

12:00 PM ET - 12:30 PM ET

Data in the driver’s seat: how data is deeply transforming the pension industry  (English session)

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

In a world where even basic interactions are becoming increasingly reliant on data, it was just a matter of time before the pension industry followed suit. Group retirement providers are hard at work developing solutions that fully leverage data, in order to drive sustainable outcomes for plan members and organizations.

During this session, Shawn will share how COVID-19 has impacted our industry and how data insight has helped us better support our clients.

He’ll explore the evolution of analytics, and how we’ve moved well beyond using simple data points to optimize plan member experiences and outcomes. Thanks to a case study, he’ll also demonstrate how data can go a long way in helping solve retirement plan challenges.

Through examples, you’ll not only gain a better appreciation of the key role that data plays in business growth and corporate resilience, you’ll also see how the innovative application of data and technology can benefit plan sponsors and members.

From risk management to member engagement, data is a strategic asset that the retirement industry can benefit exponentially from. Shawn will provide a glimpse at some of the key opportunities ̶ namely, open banking, which have the potential to further transform our industry.

Of course, with great data comes great responsibility. Wrapping up the agenda: how handling data with privacy top-of-mind, and recognizing the benefits of leveraging it to the fullest, are not mutually exclusive.

We look forward to your participation and the opportunity to have you weigh in during this interactive presentation.

  
12: 45 PM ET - 1:45 PM ET

Should Benefit Plans Pay for Pharmacogenomic Testing? (English session)

Speaker:  
Ned Pojskic, HonBSc, MSc, PhD, Leader, Pharmacy & Health Provider Relations, Green Shield Canada

Pharmacogenomics is an exciting new branch of genetic testing that examines the impact of individual’s genetic makeup on how they metabolize drugs. Its aims are to predict how well an individual may respond to drug therapy, help customize treatment and ultimately optimize health outcomes. Many claims have been made about the ways in which pharmacogenomics could revolutionize drug therapy regimens yet very little unbiased evidence exists about its impact on patient outcomes. Green Shield Canada, working with partner community pharmacies in Toronto launched a randomized, controlled clinical trial in 2018 to examine the impact of pharmacogenomics on patient health outcomes. This research will provide unbiased, concrete evidence on the value and impact of pharmacogenomics on patient health outcomes.

This session will feature the following topics:

- Overview of major test vendors and their offerings

- Overview of the science behind pharmacogenomics testing and how it may impact patient outcomes

- Results of GSC’s large scale clinical trial evaluating pharmacogenomics testing impacts

- Discussion on the implications of these findings for inclusion of pharmacogenomics in benefits plans.

- Potential role of pharmacy in pharmacogenomics test distribution and subsequent drug therapy optimization

  
2:00 PM ET - 3:00 PM ET

Economic Panel: Economic GLobal Outlook  (English session)

Speakers:
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)

  
3:15 PM ET - 4 PM ET

CPBI Annual General Meeting  - CPBI Members Only 

Wednesday June 17, 2020 


8:30 AM ET - 9:30 AM ET

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

La Covid-19 bouleverse considérablement les conditions de vie et de travail des Canadiens. Les nouveaux paradigmes – télétravail, école à la maison, etc. – font émerger de nouveaux enjeux de santé auxquels les organisations et les assureurs doivent s’adapter. Quels sont ces enjeux? Comment prendre soin de son personnel à distance? La bienveillance est-elle le nouveau pivot de la relation employeur-employé?

Dans ce webinaire, nous verrons en quoi la culture du mieux-être global – qui intègre santé physique, santé mentale et santé financière – est particulièrement adéquate en période de crise. Et comment elle s’imposera de façon permanente, à l’avenir, comme une nouvelle étape dans l’évolution des régimes collectifs.

  
9:45 AM ET - 10:45 AM ET

Protéger les fonds de pension de la cybermenace en évolution  (French session)

Vincent Houle, Conseiller principal, Linea Solutions 

Au fil des années, les fonds de pension ont beaucoup évolué; ils s’appuient maintenant sur la technologie pour gérer ainsi que pour exécuter leurs opérations. Ainsi, le gestionnaire de fonds reçoit plus rapidement les rapports des employeurs et les employés participent aux activités relatives à leur fonds en effectuant des modifications à leur compte (par exemple : changements d’adresse, de bénéficiaire, du compte bancaire pour le dépôt de leur rente), grâce au libre-service. En dépit du contexte actuel, où tout se fait à distance en raison de la pandémie de COVID-19, les services infonuagiques facilitent la poursuite des opérations dans les fonds de pension. En conséquence, le nombre de systèmes informatiques nécessitant une protection contre une potentielle cyberattaque a augmenté de façon exponentielle. En tant que fiduciaire, comment évaluez-vous l’exposition totale de votre fonds? Que faites-vous pour y remédier?

Au cours de sa présentation, Vincent vous expliquera comment les gestionnaires de fonds de pension devraient aborder la tâche de déterminer les risques dans les diverses sphères d’opérations relatives aux fonds (incluant la prestation des services aux participants ainsi qu’aux employeurs), la protection des investissements et des informations financières ainsi que la sécurisation des communications confidentielles avec les fiduciaires.

Les trois points principaux à retenir lors de la présentation de Vincent sont :
  • . Comprendre l’évolution de l’environnement au temps de la COVID-19 ainsi qu’après la pandémie;
  • . Déterminer votre niveau de risque en cybersécurité;
  • . Implanter une structure qui aide à atténuer les risques d’une cyberattaque.
  
11:00 AM ET - 11:45 AM ET

New Vision New Reality (English session)   

Speaker:
Louis Vachon,
President and Chief Executive Officer of National Bank of Canada

Retaining talent, increasing performance, and managing risks are just some of the areas that Louis Vachon will touch upon during his presentation. Mr. Vachon will also discuss how agility is essential in order to adapt to new realities and exceptional situations like the current pandemic we are living in.

  
12: 00 PM ET - 1:00 PM ET

Putting Plan Members in the Driver's Seat of their Health Care  (English session)

Speaker:

Alaina MacKenzie, Regional Vice President Business Development, Medavie Blue Cross

The presentation will illustrate how simplified, personalized “beyond the pill” services, from digital therapy to telemedicine, can empower Canadians to become full partners in their health care.

The presentation will demonstrate the importance of a cross-generational approach to benefit plan design that features a blend of options to retain and recruit multiple generations in the workforce.

The presentation will demonstrate how virtual care is bringing about transformative and positive change to health care by removing barriers to treatment and providing more cost-effective, easier and faster access to expert care.

Attend to learn:

  • The presentation will illustrate how simplified, personalized “beyond the pill” services, from digital therapy to telemedicine, can empower Canadians to become full partners in their health care.
  • The presentation will demonstrate the importance of a cross-generational approach to benefit plan design that features a blend of options to retain and recruit multiple generations in the workforce.
  • The presentation will demonstrate how virtual care is bringing about transformative and positive change to health care by removing barriers to treatment and providing more cost-effective, easier and faster access to expert care.

Who should attend

Brokers, Consultants, Plan Sponsors, Service Providers


1: 15 PM ET - 2:15 PM ET

Sustainable & Responsible Investing - Current and Emerging Practices (English session)  

Speakers: 
Margaret Childe, Director, ESG Research and Integration, Manulife Investment Management

Erica Barbosa, Director,Solutions Finanace, The McConnell Foundation

2:30 PM ET - 3:30 PM ET

The Use of New Communication Methods in the Pension Industry - Implications and Risks (English session)

Speaker:  
Glorie Alfred, Associate, Osler LLP

This session will review the legislative landscape across Canada relating to electronic communications in the pension sector, including the changes to the Pension Benefits Act (Ontario) which came into effect in December 2019. This session will also review the latest guidance from the Canadian Association of Pension Supervisory Authorities (CAPSA) on the topic of electronic communications as reflected in CAPSA’s Guideline No. 2 titled “Electronic Communications in the Pension Industry” which was released in May 2019. This session will also address the benefits and risks of new communication methods, including lessons for plan administrators from existing pension communications caselaw.

What you will learn 

1. the current framework for electronic communications across Canada, including the most recent draft legislation on the topic.

2. How electronic communications can be used in the pension industry and the benefits and risks of using such communications.

3. Lessons  from the communications case law, and best practice recommendations for the use of electronic communications.

Who should attend

Professionals in the pension industry including, pension plan administrators, communications professionals in the pension industry, third party service providers, lawyers advising plan administrators, regulators.


Thursday June 18, 2020 


9:45 AM ET - 10:45 AM ET 

Démystifier les services d’investissements délégués

Dany Lemay, FSA, CFA, Directeur principal, Investissements, Willis Towers Watson


 
11:30 AM ET - 12:30 PM ET

Pension Panel - Delegation Without Losing Control (English session)

Speakers:
Randy Bauslaugh, Partner, McCarthy Tétrault LLP

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

Hari Panday, President & CEO, PanVest Capital Corporation

Corporate boards of directors and trustees of pension plans bear ultimate personal legal responsibility for every aspect of proper plan administration. In most cases, these fiduciaries are not pension experts and they meet infrequently.  They must rely on effective delegation.  In this session an expert panel with significant board and CEO experience will identify key principles for effective delegation, such as practicality, accountability, sub-delegation, board reporting and continued oversight.

  
12:45 PM ET - 1:45 PM ET

 The Business of Active Management: The Long Term Survival Plan (English session)

Speakers:
Jonathan Brodie, Investment Counsellor, Orbis Investments

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

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

At first, few noticed the trickle of money out of funds run by star active money managers into cheaper index products. But now, no one can ignore the flood. That’s pushing the industry, with $74 trillion in assets as measured by Boston Consulting Group in 2019, towards a shakeout where only the strongest will survive. This exodus from active funds has sent fees lower and led to the loss of thousands of jobs and forced large-scale consolidation among firms.

In this session we will underscore the evolution of active management and the lifecycle of the active manager, as we highlight some of the key ill behaviours of asset owners, the impact of these mistakes have on returns and how these mistakes can create issues and opportunities for active managers. The discussion will provide ways for investors to diagnose these behaviours in their asset managers, as well as methods to avoid ill behaviours of their own.

2:00 PM ET - 3:00 PM ET

Innovations in Virtual Care: A New Paradigm of Impact on Disability in Mental Health Through Prevention

Speaker:
Roee Ben-Eli, Mental Health Program Manager, EQ Care

With disability claims costs in mental health increasing and accelerating, it’s time to question the traditional preventative and curative approaches to this growing, systemic issue before it’s too late. We will present new ideas and approaches that will start the conversation on where the new models of care are evolving and how we can all collaborate to get us there faster.

1. Learn how Virtual Care approaches create new capacity in the health care system

2. Understand how this new capacity, if channeled effectively, helps stem the tide of increasing mental health claims costs across the industry

3. Apply the latest Virtual Care innovations to address increasingly complex issues in the workplace health landscape

3:15 PM ET- 4:15 PM ET

Debunking the outsourced CIO myths (English session)

Speaker: 
Dany Lemay, Director - Investment, Willis Towers Watson


    

Friday June 19, 2020

1:00 PM ET - 2:00 PM ET

Overall Health: The key to employee well-being during and after the pandemic    (English session)

Speaker: 

William Lindsay, Plan Sponsor Service Advisor for Disability Management and Prevention, Desjardins Insurance

Covid-19 has seriously shaken things up for Canadians, both in their professional and personal lives. With our new normal, which—for many of us—means teleworking and homeschooling, we're seeing an uptick in health problems that organizations and insurers need to address and adapt to. How can we take care of our employees from a distance? What health problems are we talking about, exactly? Are compassion and caring now central to the employer-employee relationship?

In this webinar, we'll be looking at how overall health culture, which includes physical, mental and financial health, is especially important during a crisis. And how going forward, this culture will be an integral part of group plans