The 2012 Benefits & Pension Summit provides a forum for Canadian benefit and pension decision-makers to gather valuable insight from industry thought leaders on developments in the design and delivery of group benefits and retirement programs for a changing workforce.

Each stream will focus on emerging trends, issues and best practices.

Presentation toPics will include:

benefitscanada.com/benefits-and-pension-summit

APril 23–24, 2012MarrioTT EaTon CEnTrE HoTEl, ToronTo

Jennifer Gregory Great-West life

Greg Hurst Greg Hurst & associates ltd.

Joan Johannson BMo GrS

rumi Masih BnY Mellon asset Management

robin Pond Buck Consultants

Mark rolnick Sun life Financial

regina Baezner Grant Thornton llP

Dino Bourdos TD asset Management

nigel Branker Morneau Shepell

Patrice Denis PiMCo

Katherine Giordano aberdeen asset Management

• Mental health in the workplace

• Scalable wellness solutions

• Better drug plan management

• Managing DB to DC conversions

• new media strategies

• The impact of PrPPs

• Developments in emerging markets

• Surviving volatility

• Dangers of longevity risk

Peter SheahanFounder & CEo, Changelabs

D.W. EdingtonDirector, University of Michigan Health Management research Center

Craig AlexanderSenior Vice-president & Chief Economist, TD Bank Group

Douglas PorterManaging Director & Deputy Chief Economist, BMo Capital Markets

Avery ShenfeldManaging Director & Chief Economist, CiBC World Markets inc.

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register today at benefitscanada.com/benefits-and-pension-summit

7:45 – 8:15 a.m. GEnErAl BrEAKfAST

8:15 – 8:25 a.m. oPEninG rEMArKS

8:25 – 9:35 a.m. KEynoTE SESSion for All DElEGATES:Demographic Trends and Generational Change Peter Sheahan is founder and CEo of Changelabs, a global consultancy delivering large-scale behavioural change projects for clients like apple and iBM, and has been ranked as one of the best keynote speakers in the world. He will talk about understanding the changing expectations of talent and how to transform your organization into a magnet for smart and engaged people.

9:35 – 10:00 a.m. rEfrESHMEnT BrEAK in ExHiBiTor HAll

STrEAM #1: GrouP BEnEfiTS

STrEAM #2: DEfinED ConTriBuTion (DC)

STrEAM #3:DEfinED BEnEfiT (DB)

10:00 – 10:55 a.m.

KEynoTE SESSion :Health Management as a Serious Business Strategy

D.W. Edington is professor of movement science and a research scientist at the Health Management research Center

with the University of Michigan. He will talk about employee health as more of a business strategy than an expense and provide actionable information for employers.

SESSion onE:Panel Discussion: The impact of PrPPs How might pooled registered pension plans affect employers, as well as existing retirement arrangements? Hear our expert panel’s insights. Guest Moderator: Zev frishman, open access ltd. Panellists: Martin Belanger, Western University; Jean-Daniel Côté, Mercer; Sue reibel, Manulife Financial

SESSion onE:risk Management for your Planrisk management is top of mind for DB plan sponsors today. What strategies are they using to better manage their pension portfolios? speakers: Malcolm Hamilton, Mercer; rumi Masih, BnY Mellon asset Management

11:00 – 11:55 a.m.

SESSion TWo:Scalable Wellness Solutions learn how to adapt wellness initiatives to your organization’s size and culture. speakers: Jennifer Allan, The Economical insurance Group; Aldo Cundari, Cundari

SESSion TWo:new Media Strategies for DC Plans How are social media and mobile apps changing the way DC plan sponsors communicate with their members? speakers: Jackie Gallant, Sun life Financial; Plan Sponsor Case Study

SESSion TWo:Pension investing for Mid-size PlansWhat options are available for mid-size pension investors, and what are the main considerations? speakers: Jason Campbell, Eckler ltd.; Katherine Giordano, aberdeen asset Management

11:55 a.m. – 1:00 p.m. BuffET lunCH AnD nETWorKinG

1:00 – 1:55 p.m.

SESSion THrEE:The Biologics Balancing Actnew trends and data for employers on how biologics are changing the face of drug plan management. speakers: Steve Moffatt, Green Shield Canada; Plan Sponsor Case Study

SESSion THrEE:The future of Auto featuresWhat are the considerations—and the barriers—for CaP sponsors when it comes to auto-enrollment and auto-escalation? speakers: Joan Johannson, BMo GrS; TBa, Pyramis Global advisors

SESSion THrEE:infrastructure as an Alternative Strategyinfrastructure offers interesting possibilities, but is it for all pension plan sponsors? learn about the opportunities and the risks. speakers: George So, kindle Capital; Terri Troy, HrM Pension Plan

2:00 – 2:55 p.m.

SESSion four:Absence Management Across the Spectrum Practical strategies to better manage your workforce and maintain productivity. speakers: Dr. ray Baker, HealthQuest occupational Health Corp.; Karen Seward, Morneau Shepell

SESSion four:Today’s De-accumulation Trendslearn which emerging investment options can help smooth the retirement transition for DC plan members. speakers: Matthew o’Hara, Blackrock asset Management; robin Pond, Buck Consultants

SESSion four:fixed income: Safety net or opportunity?For DB plan sponsors looking for new ways to insulate their portfolios from market fluctuations, what are the current trends in fixed income? speakers: Patrice Denis, PiMCo; Dany lemay, Towers Watson

Conference Agenda

register today at benefitscanada.com/benefits-and-pension-summit

Day one >>> MonDaY aPril 23

3:00 – 3:55 p.m.

SESSion fivE:Global lessons in Benefits Plan Design Finding the right plan design is important to maximize an employer’s roi. What lessons can we take from other countries? speakers: Marc-Andre Paquette, Mercer; Plan Sponsor Case Study

3:55 p.m. CloSinG rEMArKS

4:00 p.m. nETWorKinG CoCKTAil rECEPTion

7:45 – 8:15 a.m. GEnErAl BrEAKfAST

8:15 – 8:20 a.m. oPEninG rEMArKS

STrEAM #1: GrouP BEnEfiTS

STrEAM #2: DEfinED ConTriBuTion (DC)

STrEAM #3:DEfinED BEnEfiT (DB)

8:20 – 9:15 a.m.

SESSion Six:The latest Trends in BenefitsWhat does the future hold for group benefits? learn from these experts on tomorrow’s innovative trends. speakers: Stefano Biscotti, Canada Post; Kimberly Black, Manulife Financial; Julie Joyal, Canada Post

SESSion Six:Key results from the 2011 CAP Member Survey Panel discussion on Benefits Canada’s 2011 research and action steps for plan sponsors. Panellists: virginia Alderman, Manulife Financial; Anna Del Balso, Standard life; Karrina Dusablon, Desjardins Financial Security; Jennifer Gregory, Great-West life

SESSion Six:Developments in Emerging MarketsWhy emerging markets may lead the way for future growth opportunities. speakers: Zev frishman, open access ltd.; Peter Marber, HSBC

9:20 – 10:15 a.m.

SESSion SEvEn:Highlights from the 2012 Edition of The Sanofi Canada Healthcare Survey advisory board members share results from the 2012 research. speakers: Chris Bonnett, H3 Consulting; Sarah Beech

SESSion SEvEn:Global lessons in DC Plan Sponsorship What lessons can Canadian plan sponsors and the industry learn from experiences in more mature DC markets, such as the U.S. and the U.k.? speakers: Mazen Shakeel, aon Hewitt; TBa, aon Hewitt (U.k.)

SESSion SEvEn:A DB Plan Sponsor’s Guide to Surviving volatilityWhat are DB plan sponsors doing to manage portfolio volatility in their portfolios? speakers: regina Baezner, Grant Thornton; TBa, rBC Dexia

10:15 – 10:30 a.m. rEfrESHMEnT BrEAK

10:30 – 11:25 a.m.

SESSion EiGHT:Managing Mental Health in the Workplace Mental health is an issue that affects every organization. Do you know your obligations? speakers: Claude Di Stasio, Canadian life and Health insurance association inc.; Karen Soulliere, Crawford & Company inc.

SESSion EiGHT:DB to DC Conversions: Pitfalls and How to Avoid ThemWhat are the potential hazards of changing your plan design, and how can plan sponsors best mitigate the risks? speakers: Greg Hurst, Greg Hurst & associates ltd.; Plan Sponsor Case Study

SESSion EiGHT:living to 100: Dangers of longevity risklongevity is a significant concern for DB plan sponsors. How can they protect their plans? speakers: George Graziani, Swiss re; John norman, Perisen Capital Management ltd.

11:30 a.m. – 12:25 p.m.

SESSion ninE:Better Drug Plan ManagementWith cost control concerns and evolving roles for healthcare practitioners, stakeholders must work together to maximize drug plan efficiencies. speakers: Michael Biskey, Express Scripts Canada; Mark rolnick, Sun life Financial

SESSion ninE:The value of financial literacyresearch suggests that Canadians aren’t saving enough for retirement. What can employers do to help employees save an adequate retirement nest egg? speakers: nigel Branker, Morneau Shepell; Christine van Staden, Standard life

SESSion ninE:Currency Management Strategiesin a global world, what opportunities does currency offer for pension plan investors? speakers: Dino Bourdos, TD asset Management; Asif Haque, CaaT Pension Plan

12:25 p.m. CloSinG rEMArKS AnD ConfErEnCE ConCluDES

Day two >>> TUESDaY aPril 24

* aGEnDa iS SUBjECT To CHanGE

SESSion fivE: CoMBinED KEynoTE (for BoTH DB AnD DC DElEGATES)Economist Panel Discussion

Experts comment on the status of the economy and market direction for 2012. Panellists: Craig Alexander, TD Bank Group; Douglas Porter, BMo Capital Markets; Avery Shenfeld, CiBC World Markets inc.

For information regarding the agenda for the Benefits & Pension Summit, please contact Jennifer Hughey at 416.764.3958.

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For agenda inFormation, please contact jennifer.hughey@rci.rogers.com

For sponsorship opportunities, contact alison.webb@rci.rogers.com

For registration questions, contact joanne.merrick@rci.rogers.com

TiCKET PriCES

Special early bird price: $495.00 plus Hst (until March 30)

regular price: $695.00 plus Hst (March 31 to april 22)

Ask about our group rate for 10 or more!

This event features:• more than 50 thought leaders sharing

their expertise

• three insightful keynote sessions

• three conference streams, allowing you to tailor your conference experience

• valuable networking opportunities with hundreds of your industry peers

• up to ninE CE credits for attending

• one premium event with all of the information you need!

in ParTnErSHiP WiTH

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BrEAKfAST

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CE Credits

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register today at benefitscanada.com/benefits-and-pension-summit