Evolving pension landscape and leveraging Emotional Intelligence for success

The CPBI Ontario invites you to join us on November 29th for an informative breakfast seminar at the Shertaon Hotel.  Come network with your collegues, discuss the lastest updates in Pension Legislation, learn about new findings in decumulation and dwelve into the secrets of what makes a great leader. Don't miss out and register now!

Schedule

Date: November 29, 2017
Time: 8:00 AM to 11:00 AM

7:30: Registration
8:00 to 8:30: Breakfast
8:30 to 9:00: Session 1 – Legislative update
9:00 to 10:00: Session 2 – Decumulation phase
15 minutes break
10:15 to 11:00: Session 3 – Emotional Intelligence

8:30 to 9:00: Session 1 – Pension legislative update simplified: what you need to know for 2018

Description

Are you up to date with the most recent changes to Canadian pension laws? Are you ready for 2018? Join the CPBI Ottawa Chapter for a pension update that highlights significant pension law developments across Canada. This session will break down the changes that became law in 2017 and their impact on compliance requirements and best practices for 2017.  The emphasis of this presentation is the impact of recent legislative changes on pension plans regulated under Ontario and federal pension laws.

Speaker

James Fera is a senior legal consultant in the Retirement practice at Aon Hewitt and provides legal support to pension plan sponsors and administrators in both the public and private sector. James has particular expertise in regulatory compliance, pension plan governance and pension plan administration.  In addition, James regularly provides guidance to clients relating to pension issues in the context of corporate mergers and acquisitions.

Prior to joining Aon Hewitt in 2013, James practiced pension law at a major Toronto law firm. James earned a Bachelor of Laws at Osgoode Hall Law School in 2003 and was called to the Ontario Bar in 2005. James is an executive member of the Pension and Benefits Section of the Ontario Bar Association.

9:00 to 10:00: Session 2 – Decumulation: Pros, cons, and considerations

Description

Why should DC plan sponsors, participants, and regulators care about decumulation?  Join the CPBI Ottawa Chapter for an inside look at this new approach to the final stage of DC plans.  This presentation will review the pros and cons of decumulation from the consultant and service provider perspectives.

Speakers 

Jillian Kennedy 
Partner
Mercer

Jillian Kennedy is a Partner in Mercer's Wealth Business and is responsible for leading the Defined Contribution and Financial Wellness Strategy for Canada. She is also a member of the Wealth leadership team and works closely with Mercer’s global teams. Jillian's main practice area is in supporting defined contribution pension plan and savings plans for plan sponsors and plan members. From plan design, investments, service provider management and ongoing governance support, Jillian applies a holistic approach to proactively manage plan sponsor objectives and improve the overall financial wellness of employees.

Dean Sansom 
Senior Account Executive
Great-West Life

Dean Sansom joined Great-West Life in 2002. Dean has 15 years of experience in the group retirement industry and 25 years in the financial industry. In his role as Senior Account Executive, Dean is responsible for business development for Eastern Ontario, and providing overall account management for a specific block of business in Ottawa. He holds a Bachelor of Commerce degree in Marketing and has obtained the RPA designation sponsored by CEBS. In addition he holds the: Canadian Securities Course, the Canadian Practice Handbook and Person Financial Planning courses from the Canadian Securities Institute. 

10:15 to 11:00: Session 3 – Emotional Intelligence… what all good leaders should know

Description

What makes a leader? The Power of Emotional Intelligence. Emotional intelligence (EQ) can be defined as the ability to identify and manage emotions, and the ability to recognize and identify emotions of others. Your level of emotional intelligence will have an impact on your professional success. Some might even argue that it might be even more important than your IQ in certain respect. It might influence your ability to lead in your workplace, and successfully recognize needs of stakeholders and clients. More and more organizations are implementing programs specifically to address the importance of EQ in the workplace. Please join us for a presentation by Amélie Meilleur through a reflection on emotional intelligence and its importance in the business world. Having worked as a psychologist for over 10 years and as a business leader herself, she is particularly well positioned to provide us with the key concepts on this subject.

Speaker

Amélie Meilleur

Amélie Meilleur has over 10 years of experience in disability management, working on best practices, particularly in the field of mental health disability claims management.  She has also worked with major corporations in reviewing and adapting their policies and procedures to implement prevention and early intervention strategies as well as the promotion of mental health.

Amélie holds a Masters in Psychology from the University of Montreal and worked as a clinician in the mental health field for 10 years prior to joining the insurance world. She has also been a guest speaker at conferences aiming to demystify mental health, in addition to training front-line counselors in the public sector and community organizations.