Day 1 - Tuesday, September 27, 2016

8:00
Registration Opens and Refreshments are Served
9:00
Opening Comments from the Chair
9:15
Economic Outlook and Pension Plan Trends
10:15
Networking Refreshment Break
10:30
Ontario’s Review of the Solvency Funding Framework for Ontario Defined Benefit Pension Plans
11:15
CPP Expansion: Understanding the Current State of Affairs
12:00
Discussion and Q&A
12:15
Networking Luncheon for Speakers and Delegates
1:15
Back to the Future: Remodeled Filing Requirements for SIPPs in Ontario
2:00
Case Study: Applying Good Governance to Your Pension Plan
2:45
Networking Refreshment Break
3:00
Plan Funding: Best Practices for a Sustainably Managed Pension Plan
3:45
Panel: Future of Pension Plans
4:45
Conference Adjourns

Day 2 - Wednesday, September 28, 2016

8:15
Refreshments are Served
8:45
Opening Comments from the Chair
9:00

Effective Communication Strategies

Legal Obligations and Beyond
9:25
Case Study: OPTrust – Communicating with Members in the 21st Century
10:20
Networking Refreshment Break
10:50
Case Study: HOOPP – Building a Pension Ambassador Program
11:10
Market Leadership: UK’s Insights from over $180 Bn in Transferred Liabilities
11:50
Case Law Update: Assessing the Trend of Rulings in Members’ or Administrators’ Interests
12:30
Conference Concludes

Post-Conference Workshop

Maintaining Your Fiduciary Duties

Sep 28, 2016 1:30pm – 4:30pm

Speakers

Heather Di Dio
Partner
Dentons Canada

Lindsay McLeod
Associate
Blake, Cassels & Graydon LLP

Day 1 - Tuesday, September 27, 2016

8:00
Registration Opens and Refreshments are Served
9:00
Opening Comments from the Chair

Hugh Wright
Partner, McInnes Cooper
Chair, Association of Canadian Pension Management (ACPM)

9:15
Economic Outlook and Pension Plan Trends

Ron Patton
Senior Vice President, Portfolio Manager, Head of Canadian Investment Mandates
Cidel Asset Management Inc.

  • Macro-economic trends in Canada and how they affect your pension plans
    • Bank of Canada rate changes
    • Canadian dollar value
    • Commodity prices
  • Sustainability of plans
  • Solvency projections

10:15
Networking Refreshment Break
10:30
Ontario’s Review of the Solvency Funding Framework for Ontario Defined Benefit Pension Plans

Jennifer Rook
Director, Pension Policy Branch
Ontario Ministry of Finance

  • Overview of Ontario’s pension landscape
  • Ontario’s consultation paper on possible funding reform options
  • Feedback to date and next steps

11:15
CPP Expansion: Understanding the Current State of Affairs

Hendrik Brakel
Senior Director, Economic, Financial and Tax Policy
Canadian Chamber of Commerce

  • CPP Expansion: Understanding the Current State of Affairs
    • The Changes and the Politics – what it all means
    • What Happens next and the Impact of BC’s delay
    • Implications for Business

12:00
Discussion and Q&A

  • Designated Q&A time for your questions and comments

12:15
Networking Luncheon for Speakers and Delegates
1:15
Back to the Future: Remodeled Filing Requirements for SIPPs in Ontario

Michael Long
Senior Policy Advisor
Financial Services Commission of Ontario (FSCO)

Bethune Whiston
Partner
Morneau Shepell

  • Legislative requirements
  • Experience with the filing requirements for statements of investment policies and procedures (SIPP) and the related guidance notes.
    • The Superintendent’s and administrators’ experiences and challenges
  • All SIPPs
  • DC SIPPs
  • ESG Factors
    • CAPSA Guidelines and other considerations
    • Form 14 – does it increase your risk?

2:00
Case Study: Applying Good Governance to Your Pension Plan

Brian Leck
Head of Legal and General Counsel
Toronto Transit Commission

  • Building a governance structure
  • Living up to highly set governance standards
  • Transparent decision-making processes
  • How governance standards are applied to the TTC Pension Fund

2:45
Networking Refreshment Break
3:00
Plan Funding: Best Practices for a Sustainably Managed Pension Plan

Mark Fuller
President and CEO
Ontario Pension Board

  • Decision-making that considers all stakeholders
  • Proactive funding management to anticipate threats
  • Establishing a roadmap for sustainability
  • Asset pooling to establish economies of scale
  • Risk Sharing in DBs and DCs

3:45
Panel: Future of Pension Plans

Jeff Aarssen
SVP Group Retirement Services
Great West Life

Wanda Morris
VP Advocacy and COO
CARP

Mark Fuller
President and CEO
Ontario Pension Board

Hugh Wright
Partner, McInnes Cooper
Chair, Association of Canadian Pension Management (ACPM)

  • Discuss long-term industry predictions
  • Evaluate regulatory uncertainty
  • Consider retirees’ point of view
  • Future-proof your pension plan

4:45
Conference Adjourns

Day 2 - Wednesday, September 28, 2016

8:15
Refreshments are Served
8:45
Opening Comments from the Chair

Jana Steele
Partner Pensions and Benefits
Osler, Hoskin & Harcourt LLP

9:00

Effective Communication Strategies

Legal Obligations and Beyond

James Harnum
Associate
Koskie Minsky LLP

  • Frequency of communication
  • Reestablishing contact with inactive members
  • Maintaining fiduciary duty

9:25
Case Study: OPTrust – Communicating with Members in the 21st Century

Wendy Reid
Manager
Communications OPTrust

Audrey Forbes
Vice President Member Services
OPTrust

  • Shift members to different channels of communication
  • Transition to delivering information through online and digital
  • Determine which channel is best suited depending on subject matter and circumstances
  • Examine the tools at your disposal to realize your communication strategies
  • Incorporate the member’s voice and understand the risks
  • Tried and tested strategies to take-away

10:20
Networking Refreshment Break
10:50
Case Study: HOOPP – Building a Pension Ambassador Program

Darryl Mabini
Senior Director Growth and Stakeholder Relations
HOOPP

  • Learn how HOOPP is raising awareness about the value of DB pension plans through Ambassadors.
  • HOOPP’s Ambassadors help dispel myths about DB pensions and explain why it’s important for all Ontarians to have access to a secure retirement.
  • Understand why HOOPP’s Ambassador Program has become one of its most effective grassroots communications vehicles and how Ambassadors can be mobilized in a time of crisis

11:10
Market Leadership: UK’s Insights from over $180 Bn in Transferred Liabilities

Matt Wilmington
Director of Strategic Transactions
Pension Risk Transfer

  • Update on recent trends in the derisking market
  • Impact of regulation and reinsurance on the UK pension risk transfer market
  • Managing longevity risk
  • Trends in the Global derisking journey

11:50
Case Law Update: Assessing the Trend of Rulings in Members’ or Administrators’ Interests

Ross Gascho
Partner
Fasken Martineau DuMoulin LLP

  • Assess recent cases to determine general trend: are members and their representatives prevailing or are sponsors and administrators prevailing?
  • Analyze US and UK cases for additional guidance
  • Lessons for plan administrators, sponsors and trustees from the specific cases and the general trend

12:30
Conference Concludes