Events

Feb

Defined Benefit Pension PlansFebruary 1, 2006 7:30 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonDefined Benefit Pension Plans - what is their future? Presenter: Keith Ambachtsheer There is now a broad consensus that our workplace pension system is sick. Most pension experts think the cure is to put a DB chicken in every working Canadian's pension pot. Keith Ambachtsheer disagrees, but does not believe that DC plans are the answer either. So what is the answer? This is the question he intends to address at the CPBI Breakfast Meeting on February 1. Keith began his career as an investment analyst with Sun Life Assurance Company, advanced as a partner and research director for Canavest House, and became co-founder and partner of Pension Finance Associates. He has operated his own firm, K.P.A. Advisory Services Ltd. since 1985. He provides strategic advice on governance, finance, and investment matters to governments, industry associations, pension plan sponsors, foundations, and other institutional investors. Keith played a major role in founding of the Rotman International Centre for Pension Management (ICPM). He was recently appointed the Director of ICPM and Adjunct Professor of Finance at The Rotman School of Management, University of Toronto. He is responsible for the management, administration and external representation of the Centre and also leads the charge for shaping and executing the Center's research agenda.

Event: 2 of 100 Registered

Jan

Controlling Costs of Supp. Health PlansJanuary 18, 2006 7:15 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonControlling the Costs of Supplementary Health Plans - Speaker: Mike Sampson, Vice-President, Group Marketing, Great-West Life The costs of supplementary health plans continue to rise. Employers are faced with the challenge of containing costs and balancing employee satisfaction. The demographics of the workforce and the need to provide benefits to a diverse group of employees are only two of the issues employers are addressing. Mike Sampson will discuss these and other cost drivers. A supportive work environment and engaging employees in managing their own health will also be discussed. Mike's group benefits background and experience working with employers to address these issues will provide you with some options for consideration to control your supplementary health plan costs.

Event: 7 of 100 Registered

Dec

Legal Issues – Pensions and Marital BreakdownDecember 1, 2005 7:30 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonDino McLaughlin, will discuss the legal issues concerning division of pensions when a marriage ends, including concerns raised by new legislation. Dino has been with Field LLP since February of 1990. He spent his first years at the Bar in general practice with emphasis on criminal and general litigation. His main practice areas for the past several years has been civil litigation, with an emphasis on health law, advising local pension authorities and practicing criminal law acting primarily for teachers. Dino has been an instructor of a number of courses offered by the Legal Education Society of Alberta, taught Bar Admission Courses in Family Law and given lectures to various classes of the Faculty of Law and the Faculty of Education. Dino is involved with a number of charitable organizations as a volunteer including the Boyle McCauley Health Centre, the Bissell Centre, the Norwood Community Service Centre (Board Member), and the Edmonton Inner City Housing.

Event: 2 of 100 Registered

Nov

Economic OutlookNovember 16, 2005 7:30 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonEconomic Outlook Mr. Watt will address a variety of issues as we near the year-end and will take this opportunity to look ahead to 2006. He will examine how the Canadian and international economies will unfold, and discuss Income Trust Units, the price of oil and the city of Edmonton for the next 20 years.

Event: 3 of 100 Registered

Oct

The employees' perspective of pension plans - all options are not created equalOctober 19, 2005 7:30 AM to 9:30 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonPatrick Longhurst, CFP, FCIA Keeping it simple: Many people are confused about the choices that are available to them at retirement. Patrick Longhurst understands that the issues around retirement may seem frighteningly complex. That is why he has made a commitment to explaining pension issues and investment strategies in everyday language. When you have a clear understanding of the issues, you will be in a better position to make decisions that are right for you.

Event: 8 of 100 Registered

Sep

What you really need to know about the CAP Guidelines (and what you can forget about)September 28, 2005 7:30 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonSpeaker: Christopher Cartwright, Standard Life Hear the inside scoop from someone who was there. Find out the most essential - and often overlooked - section of the Guidelines. Discover the industry's biggest misconceptions about the Joint Forum's intentions. Have your questions about compliance answered once and for all. Christopher Cartwright, Manager, Marketing Strategy, has been in the financial services industry for over 30 years, working on all aspects of group retirement planning. He is responsible for understanding the evolving needs of plan sponsors and members and identifying effective solutions. Since 1999, Chris has been closely involved in the work of the Joint Forum of Financial Market Regulators as it pertains to the regulation of CAPs. He was a member of the CAP Committee’s Industry Task Force that helped draft the Guidelines. Throughout the process, he has drawn attention to the Joint Forum’s efforts, examining and clarifying the intent and the implications of the CAP Guidelines. His articles have been published in Benefits Canada, Benefits and Pensions Monitor and in Defined Contributor Monitor. He is also a member of a second Industry Task Force of the Joint Forum, this one dealing with differences in investment rules among pension, insurance and securities regulators. Chris is currently the Chairman of the Committee on Group Retirement Plans of the Canadian Life and Health Insurance Association.

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