The Future of Talent in Finance(Séance en anglais) 

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, Directrice Principale, Ressources Humaines TD Assurance

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?

Overall Health: The key to employee well-being during and after the pandemic  (Séance en anglais)

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.

Protecting Pension Funds from the Evolving Cyber threat (Séance en anglais)

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

Researching Glidepath Approaches: It starts with a Great Ending (Séance en anglais)

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.

New Vision New Reality (Séance en anglais)

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.

Putting Plan Members in the Driver's Seat of their Health Care   (Séance en anglais)

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

ESG Investment 2.0 - Moving to a Sustainable Mind Set (Séance en anglais)  

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

Erica Barbosa, Director,Solutions Finanace, The McConnell Foundation

The Use of New Communication Methods in the Pension Industry - Implications and Risks (Séance en anglais)

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.

Pension Panel - Delegation Without Losing Control (Séance en anglais)

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.

The Business of Active Management: The Long Term Survival Plan (Séance en anglais)

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.

 Innovations in Virtual Care: A New Paradigm of Impact on Disability in Mental Health Through Prevention (Séance en anglais)

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

Debunking the outsourced CIO myths (Séance en anglais)

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

Overall Health: The key to employee well-being during and after the pandemic (Séance en anglais)

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.