Canadian Benefits Summit

CONFERENCE AGENDA
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Wednesday, April 02, 2008

 
7:45 AM - 8:15 AM
Continental Breakfast in Exhibit Hall



8:15 AM - 8:30 AM
Chair's opening remarks

Sheryl Smolkin, LLB. LLM.
Editor-in-Chief
Employee Benefits News Canada



8:30 AM - 9:30 AM
Keynote: Recruiting the facebook generation

They're fickle, media-savvy, highly-connected and living on the cutting-edge of technology. The Facebook generation knows it is in the driver's seat in the workforce these days. Employers worldwide are scrambling to understand what makes this unique generation tick. If your organization thinks grooming your future leadership is about placing stale ads in papers and using old-school recruiting techniques, there's a nasty shock in store. Leading edge companies are harnessing and exploiting the powerful networking forces in social media Web sites like Facebook, MySpace, and YouTube to find and recruit the future workforce. In this presentation, Tod Maffin walks audiences through the minefield of challenges involved in this new world of talent management and delivers invaluable insights into the future generation of workers: where to find them, how to attract them, and, perhaps most importantly, how to keep them engaged, motivated and fully productive.

Tod Maffin
Social Media Futurist

Tod Maffin is "one of Canada's most influential futurists" according to The Globe and Mail. He is an international authority on the strategic use of social media, such as blogs, podcasting, online video, user-generated content, and social networking sites.




9:30 AM - 10:30 AM
Pension and benefits litigation coming to a courtroom near you

A U.S. attorney will join Canadian management and labour side lawyers to discuss recent pension and benefits litigation on both sides of the border and whether it could be coming to a court room near you. Some of the topics to be covered include:
  • Current developments in pension and benefits class action lawsuits
  • What are the risks of offering employer stock as a plan investment option?
  • Is U.S.-style investment fee and expense litigation coming to Canada?
  • Could you be successfully sued for breaching the CAP guidelines?
  • Can you retroactively cap retiree health benefits?


Elizabeth Brown
Partner
Hicks Morley

Ari Kaplan
Partner
Koskie Minsky, LLP

Heidi Winzeler
Counsel
Osler, Hoskin & Harcourt LLP (New York)



10:30 AM - 11:00 AM
Refreshment Break in Exhibit Hall



Concurrent Sessions 11:00 AM - 12:00 PM

11:00 AM - 12:00 PM
Health Care Track: Managing drug benefit costs: Do generics really make a difference?

As drug plan costs continue to rise with higher utilization and more expensive drugs on the horizon, interest in more managed approaches to plan design is growing. Generic substitution plans are one example. Although the impact to date has been modest, the opportunities for such plans have the potential to grow as provincial legislation supports off-formulary interchangeability and more generics are available. This session will explore:
  • Trends in generic utilization in Canada
  • Future forecast for potential drug plan savings
  • Considerations when considering a managed formulary approach such as a generic substitution plan
  • The role of the drug benefit plan in promoting employee health and productivity - what other options are available?


Mary Johannesson
Director of Sales & Marketing
Express-Scripts, Inc.

Marilee Mark
VP Marketing Services, Group Benefits
Manulife Financial



11:00 AM - 12:00 PM
Retirement Track: Beyond target date funds: A future of opportunity

Target date funds and other managed investment products are clearly here to stay. However, the size of the market for target date funds and the seemingly universal interest by plan sponsors in offering them as DC investment options, mandates their continued evolution. This session will consider:
  • The current landscape
  • Pros and cons of offering target date funds
  • Should they be your default option?
  • Governance and measurement challenges. Future changes that can improve their viability


Jeff Gray
Vice President
Proteus Performance Management, Inc.

Matthew Rotenberg
Senior Consultant, Communications, Group Savings and Retirement Marketing
Standard Life Canada



12:00 PM - 1:30 PM
Lunch Speaker: Healthcare fraud and your bottom line

Health care fraud is not just a criminal offence. Every dollar lost as a result of health care fraud is a dollar that is no longer available to pay for for employee benefits. Find out about common forms of health care fraud and how much they are costing you. Learn how enlisting your employees as partners in the battle to combat health care fraud can help you improve your benefits balance sheet.

Jeff Alcock
Manager, Business Integrity
Manulife Group Benefits



Concurrent Sessions 1:30 PM - 2:30 PM

1:30 PM - 2:30 PM
Health Care Track: Flexible benefits - The next generation

Canadian organizations are faced with a rapidly changing workplace. Mergers and acquisitions, globalization, as well as demographic shifts from a workforce dominated by baby boomers to one made up of web-savvy and diverse Gen-X and Gen-Y employees are leading organizations to revisit how they offer benefits. This session will look at what an organization needs to consider to determine if a flexible benefits programs is the right solution. Also, a case study for an organization that has recently designed and successfully implemented a brand-new flexible benefits program will be presented.

Cinzia Booth
Vice President, National Human Resources
CB Richard Ellis

Riza Sychangco
VP
Aon Consulting Canada



1:30 PM - 2:30 PM
Retirement Track: What you need to know about your frozen DB plan

This session will provide insights into some of the key questions facing sponsors of maturing Defined Benefit pension plans, particularly those that are frozen or closed to new members:
  • What options do plan sponsors have to manage these plans efficiently and effectively?
  • What needs to be considered in implementing an investment strategy for a frozen plan?
  • What are the practical issues involved in the transition of the plan as it matures?
  • Is the sale of a closed pension plan to a corporation a viable alternative to annuitization in Canada?


Steve Bonnar
Actuary & Principal
Towers Perrin

Keith Walter
SVP, Marketing & Product Management
MFC Global Investment Management



Concurrent Sessions 2:35 PM - 3:35 PM

2:35 PM - 3:35 PM
Health Care Track: The Xerox journey to wellness

In 2005 Xerox reviewed company demographics and health benefits trends. As a result, the company decided to adopt a pro active approach to both help employees stay healthy and control costs. In January 2006 "Xerox Cares" was launched across the country - a three year journey towards a healthy workplace. Already the results have surpassed expectations and are contributing to our reputation as an "employer of choice."

Violette Lareau
Director of Employee Engagement and Wellness
Xerox Canada

Sean Slater
National Practice Director, EAP & Organizational Wellness
Ceridian



2:35 PM - 3:35 PM
Retirement Track: Is it time for Real Financial education?

Getting - and keeping - the talent every organization needs to succeed has never been more challenging. Financial education is one way to enhance your benefits package and make your organization an employer of choice. Hear from Christopher Cartwright of the Financial Education Institute of Canada and Larry Ketchabaw, Manager of Pensions & Benefits at Unisource about the tools and strategies you can use to help employees take ownership of the retirement savings process. You will learn how to:
  • Avoid the most common pitfalls in the "lunch n' learn" approach
  • Recognize and overcome employee resistance and disengagement
  • implement a cost-effective program that will reach all employees


Christopher Cartwright
Vice President
Financial Education Institute of Canada

Larry Ketchabaw
Pension and Benefits Manager
Unisource Canada



3:35 PM - 3:50 PM
Refreshment Break in the Exhibit Hall



3:50 PM - 4:50 PM
"Total Rewards" approach works for top Quebec employers

Senior Watson Wyatt Human Capital consultant Rick Bougie will moderate a panel of top employers who over the past several years have been highly ranked in the Défi Meilleurs Employeurs organized by ORHRI, Watson Wyatt Canada and Affaires PLUS magazine. They will discuss HR challenges faced by their organizations and how a Total Rewards approach to compensation and benefits helps them to meet these challenges.

Moderator:
Rick Bougie
Senior Consultant
Watson Wyatt

Panelists:
Judith Boisjoli
HR Manager
Couche-Tard

Jean-Christophe Gras
HR Manager
Sofitel



4:50 PM - 6:00 PM
Opening Night Reception in Exhibit Hall



Thursday, April 03, 2008

 
7:45 AM - 8:15 AM
Continental Breakfast



8:15 AM - 8:30 AM
Chair's day two remarks

James H. Luft
Director of Canadian Educational Programs
International Foundation of Employee Benefit Plans



8:30 AM - 9:45 AM
The changing face of retirement

Malcolm Hamilton will discuss The changing face of retirement.

Malcolm Hamilton
Actuary, Principal
Mercer



9:45 AM - 10:00 AM
Refreshment Break in Exhibit Hall



Concurrent Sessions 10:00 AM - 11:00 AM

10:00 AM - 11:00 AM
Health Care Track: Managing disability costs: The Pepsi QTG approach

Quaker Oats, Tropicana, Gator Aid are all member of the Pepsi Cola Canada family. To better manage costs and help get disabled employees back to work sooner, Pepsi Cola Canada and QTG embarked on a new disability management initiative over a year ago. At this session you will hear about:
  • What to consider when implementing a disability management program
  • The PQTG disability management model
  • How the company and the third party disability management company effectively work together
  • The metrics in place to monitor the program
  • The success of the program to date
  • Prognosis for the future


Bob MacArthur
President & CEO
Organizational Health Incorporated

Sally Martins
Compensation & Benefits Manager
Pepsi-QTG Canada



10:00 AM - 11:00 AM
Retirement Track: Pension expense hot spots after Kerry

What does Kerry actually say about pension plan expenses? This session will explore:
  • Can you amend your plan expenses provision? Should you have an plan expense policy?
  • What if that the plan fund has paid expenses that are not legitimate?
  • What if the employer has paid expenses that should be paid by the plan fund?
  • Tax considerations relating to payment DC pension plan expenses
  • Disclosure of expenses in a DC plan; issues under the common law and CAP guidelines
  • Dealing with service provider fees and expenses in a DC pension plan


Jeremy Forgie
Partner
Blakes

Karen Shaver
Partner
McMillan, Binch



Concurrent Sessions 11:05 AM - 12:05 PM

11:05 AM - 12:05 PM
Health Care Track: Mental health in the workplace: Turning knowledge into action

Turning Knowledge into Action is the mandate of the Great-West Life Centre for Mental Health in the Workplace. As a corporate social initiative, Great-West Life has founded a public resource for employers who understand that the mental health of their employees is a business concern and want to know what they can and/or should be doing about this issue. The resources cover workplace interventions, return-to-work, accommodation, performance management, policy and more. Mary Ann Baynton will share with you some of this work and ideas on how you can make a difference to your workers and your bottom line.

Mary Ann Baynton
Program Director
Great-West Life Centre for Mental Health in the Workplace



11:05 AM - 12:05 PM
Retirement Track: DC plan designs that drive benefits adequacy: Lessons from the U.S.

In this session, Hugh and Oma will discuss:
  • The importance of DC plan sponsors having an understanding of the retirement income their DC plans can reasonably be expected to deliver Factors that impact benefit adequacy in a DC plan
  • Recent U.S. legislative developments as they relate to benefit adequacy, and the challenges inherent in implementing similar approaches in Canada
  • What plan sponsors should be doing to assess benefit adequacy in their DC plans and to manage the expectations of their plan members


Hugh Kerr
AVP & Senior Counsel, Group Retirement Services
Sun Life Financial Inc.

Oma Sharma
DC Practice Leader
Mercer



12:05 PM
Conference Adjourns



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