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April 28-29, 2014Marriott Eaton CEntrE HotEl, toronto
benefitscanada.com/bps2014
Register Now!Register Now!
2014
2014
Jackie Goldman Canadian Tire
Bill robson C.D. Howe Institute
Catherine Jackman Phillips, Hager & North
CONFirMED SpEAKErS:
Zaheed Jiwani Greystone Managed Investments
Jillian Kennedy Mercer
Pat leo Sun Life Global Investments
Maureen long Sun Life Financial
David Mather Integrated Asset Management
Marc-antoine Morin Standard Life
SEE THE confErEncE AgEndA >>>
anna PagliucaStandard Life
Jaime Storrow NorthLeaf Capital Partners
Denise Balch Connex Consulting
Mike Sullivan Cubic Health
Zev Frishman Open Access Ltd.
Janice Holman Eckler Ltd.
Jacqueline taggart Aon Hewitt
Max Valiquette Bensimon Byrne #BpSTO
Jean Masson TD Asset Management
Kevin SorhaitzMorneau Shepell
Jeff aarssen Great-West Life
Duncan artus Allan Gray Ltd.
Kathryn Bush Blakes, Cassels & Graydon LLP
laler DeCosta Invesco Real Estate
Doug Dickson BP Canada Energy
David Horsager Business strategist and author
Melissa Barton Mount Sinai Hospital
Chris anderson Medaca Health Group
Colleen FalcoNiagara Casinos
Don Ezra Russell Investments
Caroline Blouin RBC
Joe FaradayBaillie Gifford
anita lieberman Desjardins Insurance
Scott Hunter JLT Canada
Sarah Donahue MFS
Ken Millard Great-West Life
Michael Millns Towers Watson
Julie HoldenBuck Consultants
David lawson WCB - Alberta
Janet rabovsky Towers Watson
Sue reibel Manulife Financial
Blair richards Halifax Port ILA/HEA Pension Plan
liz Scott Organizational Solutions Inc.
ryan taliaferro Acadian Asset Management
John Welch CIBC World Markets
neil Crawford Aon Hewitt
KEYNOTE SpEAKErS:
Jana SteeleOsler
Jim KeohaneHOOPP
Gus Marcelino Yahama Canada Music Ltd.
Ken Choi Towers Watson
Beth Ewing FedEx Corp.
Virginie Bastien Macadamian
Kristi Farmer DJ Galvanizing Corp.
rob almeida MFS
Marlene Puffer Twist Financial
tim Mark RBC
Matt Miles Manulife Financial
7:15 – 8:00 a.m.
oPtional BrEaKFaSt SESSionS opportunities in lengthening the investment time Horizonrobert M. almeida, Jr., institutional Portfolio Manager, MFS (made possible by mFs investment management Canada)
Rob Almeida will delve into how the mismatch between investor and client time horizons have evolved over time and how this dynamic presents unique investment opportunities going forward.
Patient Choice Cards: How Supplementary Drug Programs Can immediately Benefit Your Drug PlanSteve nicolle, CEo, Sti technologies limited (made possible by innoviCares)
The InnoviCares supplementary drug coverage program complements managed drug plans and health spending accounts. While containing costs, patient benefit programs improve plan satisfaction and overall health outcomes through greater medication adherence.
7:45 – 8:15 a.m. GEnEral BrEaKFaSt
8:15 a.m. oPEninG rEMarKS
8:20 – 9:35 a.m. oPEninG KEYnotE SESSion: David Horsager, business strategist and best-selling authorthe trust Edge: What top leaders Have and Eight Pillars to Build it YourselfTrust is a fundamental, bottom-line issue. Without it, leaders lose teams, salespeople lose sales and organizations lose reputation, retention of good people, relationships and revenue. But with trust, individuals and organizations enjoy greater creativity, productivity, freedom and results. Through academic research and first-hand experience, David Horsager has learned what it takes to gain—and keep—trust. Attendees will walk away with concrete steps they can immediately use to improve their ability to engage employees and other key stakeholders.
9:35 – 10:00 a.m. rEFrESHMEnt BrEaK in ExHiBitor Hall
TRACK #1:GROUP BENEFITS
TRACK #2:DEFINED CONTRIBUTION (DC)
TRACK #3:DEFINED BENEFIT (DB)
10:00 – 10:55 a.m.
SESSION ONE:Benefits Plan Governance: What You need to KnowSpeakers: Julie Holden and Serafina Morgia, Buck Consultants; Kathryn Bush, Blakes, Cassels & Graydon LLP
SESSION ONE:Building an Effective DC StrategyModerator: Zaheed Jiwani, Greystone Managed InvestmentsSpeakers: Jackie Goldman, Canadian Tire; Caroline Blouin, RBC
SESSION ONE:De-risking Your DB PlanSpeakers: Don Ezra, Russell Investments; Ken Choi, Towers Watson
11:00 – 11:55 a.m.
SESSION TWO:new Views on Drug Plan ManagementSpeakers: Mike Sullivan, Cubic Health; Jeff Aarssen, Great-West Life
SESSION TWO:Different approaches to tDFs Moderator: Catherine Jackman, PH&NSpeaker: Tim Mark, RBC; Beth Ewing, FedEx Corp.
SESSION TWO:the Emerging Market ConsumerSpeakers: Duncan Artus, Allan Gray Ltd; Joe Faraday, Baillie Gifford
11:55 a.m. – 1:00 p.m. BuFFEt lunCH anD nEtWorKinG
1:00 – 1:55 p.m.
SESSION THREE:Winning Strategies for Disability Claims Speakers: Liz Scott, Organizational Solutions Inc.; Maureen Long, Sun Life Financial
SESSION THREE:retirement Planning in a Challenging World Speakers: Blair Richards, CEO, Halifax Port ILA/HEA Pension Plan and Trust Funds; Janice Holman, Eckler Ltd.
SESSION THREE:the Future of Fixed incomeSpeakers: John Welsh, CIBC World Markets; Marlene Puffer, Twist Financial
2:00 – 2:55 p.m.
SESSION FOUR:Mental Health in the WorkplaceSpeakers: Denise Balch, Connex Consulting; Chris Anderson, Medaca Health Group
SESSION FOUR:Mitigating DC investment riskSpeakers: Pat Leo, Sun Life Global Investments; Gus Marcelino, Yamaha Canada Music Ltd.
SESSION FOUR:real Estate for Plan of all Sizes Speakers: David Mather, IAM; Laler DeCosta, Invesco Real Estate
Conference Agenda
DAY ONE >>> MONDAY, APRIL 28
2014
2014
7:15 – 8:00 a.m.
oPtional BrEaKFaSt SESSion (made possible by manuliFe FinanCial) Making new Connections: Health, Finances and Workplace EngagementMatt Miles, Manulife Financial Are employees who are less anxious and distracted about their finances also more likely to be healthier and more productive in the workplace? Join Matt Miles from Manulife Financial as he discusses groundbreaking new research results around the links between employee health, financial well-being and workplace engagement.
7:30 – 8:00 a.m. GEnEral BrEaKFaSt
TRACK #1:GROUP BENEFITS
TRACK #2:DEFINED CONTRIBUTION (DC)
TRACK #3:DEFINED BENEFIT (DB)
8:00 – 8:55 a.m.
SESSION SIx:new Media in Group BenefitsSpeakers: Scott Hunter, JLT Canada; Virginie Bastien, Macadamian
SESSION SIx:is anybody out there? How to reach DC Plan MembersSpeakers: Marc-Antoine Morin, Standard Life; Kristi Farmer, DJ Galvanizing Corp.
SESSION SIx:understanding low-volatility StrategiesSpeakers: Ryan Taliaferro, Acadian Asset Management; Jean Masson, TD Asset Management
9:00 – 9:55 a.m.
SESSION SEVEN:Getting it right: tailoring Benefits Plan CommunicationsSpeakers: Jacqueline Taggart, Aon Hewitt; Rupen Seoni, Environics
SESSION SEVEN:panel: 2013 Cap member survey results Speakers: Alyssa Hodder, Benefits canada; Anita Lieberman, Desjardins Insurance; Ken Millard, Great-West Life; Sarah Donahue, MFS; Anna Pagliuca, Standard Life
SESSION SEVEN:are target Benefit Plans the Solution?Speakers: Kevin Sorhaitz, Morneau Shepell; Jana Steele, Osler
9:55 – 10:15 a.m. nEtWorKinG BrEaK
10:15 – 11:10 a.m.
SESSION EIGHT:How to Get—and Keep—the right talentSpeakers: Neil Crawford, Aon Hewitt
SESSION EIGHT:De-accumulation: What’s next?Speakers: Sue Reibel, Manulife Financial; Jillian Kennedy, Mercer
SESSION EIGHT:trends in Global infrastructureSpeakers: Jamie Storrow, NorthLeaf Capital Partners; Janet Rabovsky, Towers Watson
11:15 a.m. – 12:15 p.m.
CloSinG KEYnotE SESSion: Max Valiquette, managing director of intellectual property, Bensimon Byrne trends With BenefitsWhat are the trends of today that will have the greatest impact tomorrow? And what do they mean for your business? In this customized speech, Max Valiquette presents a series of emerging trends that are directly relevant to the benefits industry and the people who work there. “Trends with benefits” looks at everything from demographics, to increasing productivity, to the integration of technology into our daily lives and the rise of analogue culture.
12:15 p.m. CloSinG rEMarKS
DAY TwO >>> TuESDAY, APRIL 29
Register today at benefitscanada.com/bps2014
3:00 – 3:55 p.m.
SESSION FIVE:employer panel: Wellness Strategies that WorkSpeakers: Melissa Barton, Mount Sinai Hospital; Colleen Falco, Niagara Casinos; Doug Dickson, BP Canada Energy Group uLC
SESSION FIVE (DC AND DB):expert panel: Pension reform: Exploring new SolutionsSpeakers: Bill Robson, C.D. Howe Institute; Jim Keohane, HOOPP; Zev Frishman, Open Access Ltd.; Michael Millns, Towers Watson; David Lawson, WCB - Alberta
3:55 CloSinG rEMarKS
Event Highlights:• 2 days of informative, actionable sessions • 3 conference tracks: Group Benefits, DB and DC• More than 50 speakers from leading organizations • Hundreds of industry peers to network with • Cocktail reception and optional dinner on Day One • nEW For 2014: the Business of Biologics During this half-day event, attendees will have the opportunity to get a
refresher on biologics versus pharmaceuticals and learn from a case study intended to show the complexity and depth of impact on a patient’s life and work life. They will receive a tutorial on subsequent entry biologics, with a focus on the European experience and the Canadian approval process, and hear from a consultant on the experience of working with employers who see both the impact and value of biologics.
This event sold out last year. Don’t miss out...register today!benefitscanada.com/bps2014
tiCKEt PriCES
Special early bird price: $519.00 + HST (until April 7, 2014)
regular price: $695.00 + HST (April 7 to April 28, 2014)
Ask about our group rate for 10 attendees or more!
2014
2014 IN PARTNERSHIP WITH
SEE REGISTRATION SITE FOR DETAILS
CE Credits
Available
PlatinuM SPonSor
SilVEr SPonSorS
GolD SPonSor
DiaMonD SPonSor
BrEaKFaSt SPonSorS
For agenda inFormation [email protected]
For sponsorship opportunities [email protected]
For registration questions [email protected]
BioloGiCS traCK SPonSorS
CoCKtail SPonSor
