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If your responsibilities include advising on or making decisions on pension issues, it is critical that you are able to navigate this often complex and liability-laden area effectively. The Osgoode Certificate in Pension Law, now in its 8th year, is taught by acknowledged pension experts who will equip you with what you need.

Pension law and regulation is complex, technical and, to the unwary, a minefield of potential liability. The list of ‘must know’ topics seems endless:

  • Governance and risk management issues
  • Difficulties in dealing with funding shortfalls
  • Employment law and human rights considerations
  • Pension investment principles
  • The impact of landmark cases in pension litigation
  • Pension revorm initiatives across the country
  • Problems with handling plans during mergers, acquisitions and takeovers
  • Multi-employer plans
  • The complex technical and practical issues involved in insolvency situations and class actions

Whether you are a lawyer, pensions professional, CFO, HR Manager, consultant or executive sitting on a pension committee, you may be called upon to give advice or to make decisions concerning pension issues. It is critical that you have an up-to-date and thorough understanding of key issues, their implications, and the best strategies for addressing them. The Osgoode Certificate in Pension Law, now in its eighth year, was developed to provide a comprehensive grounding in all major areas of pension law and practice. Taught by acknowledged experts in the field, it will equip you with the practical knowledge and skills you need in your day-to-day work, along with valuable networking opportunities.

Faculty

Program Directors

  • Mark Newton, Newton HR Law
  • Jeffrey Sommers, Blake, Cassels & Graydon LLP
  • Lorraine Allard, McCarthy Tétrault LLP
  • Randy V. Bauslaugh, McCarthy Tétrault LLP
  • Susan Bird, President, McAteer Group of Companies
  • Andrea Boctor, Stikeman Elliott LLP
  • Jessica Bullock, Davies Ward Phillips & Vineberg LLP
  • Charley Butler, Managing Director, Member Experience and Innovation
  • Natalie Bussière, Blake Cassels & Graydon LLP
  • John D.R. Craig, Fasken Martineau DuMoulin LLP
  • Scott Cushing, Principal, Mercer
  • Karen DeBortoli, Director, Pension & Benefit Research, Eckler Ltd.
  • Mark Firman, Legal Counsel, Ontario Teachers’ Pension Plan
  • Lorraine Gignac, Principal, Mercer
  • Clio Godkewitsch, Goldblatt Partners LLP
  • Evan Howard, Vice President, Pension Management, CAAT Pension Plan
  • Ari N. Kaplan, Kaplan Law
  • Terra L. Klinck, Brown Mills Klinck Prezioso LLP
  • Mariana MacIntosh, Director & Associate General Counsel, Ontario Teachers’ Pension Plan
  • Sean Maxwell, Blake, Cassels & Graydon LLP
  • Christopher Mayer, Legal Counsel, Healthcare of Ontario Pension Plan (HOOPP)
  • Tejash Modi, Principal and Chair, Governance, Legal and Compliance Consulting Practice, Morneau Shepell Ltd.
  • Susan Nickerson, Torys LLP
  • Hugh O’Reilly, President & CEO, OPSEU Pension Trust
  • Kim Ozubko, Miller Thomson LLP John Prezioso, Brown Mills Klinck Prezioso LLP
  • Douglas Rienzo, Osler, Hoskin & Harcourt LLP
  • Susan G. Seller, Bennett Jones LLP
  • John Solursh, Member, Financial Services Tribunal of Ontario; Partner Emeritus Pension and Employee Benefits Group, Blake, Cassels & Graydon LLP
  • Scott Sweatman, Dentons Canada LLP
  • Lyle Teichman, Senior Consulting Lawyer, Willis Towers Watson
  • Susan M. Ursel, Ursel Phillips Fellows Hopkinson LLP
  • Deron P. Waldock, Senior Vice President, Canadian Legal Consulting Practice, Aon Hewitt

Agenda

Fees

Fees include attendance, program materials, continental breakfast, lunch and refreshments for each of the 5 days of the program. The price does not include accommodations. Please inquire about group discounts and financial assistance. Fees paid by individuals are eligible for a tuition tax credit. Dress is business casual.

Program Changes

We will make every effort to present the certificate program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Certificate of Program Completion

You will receive a certificate upon completion of The Osgoode Certificate in Pension Law. Participants must attend all program modules and pass the take-home assignment to receive a certificate.

Substitutions, Cancellations and Refunds

Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 21 days prior to the program date. If a cancellation request is made with less than 21 days notice, a $150 administration fee will apply. No other refund is available.

Program Details

Questions on program registration?
Please contact the Registration Team at osgoodepd@osgoode.yorku.ca

Questions on the program content?
Please contact the Program Lawyer:
Paul Truster at ptruster@osgoode.yorku.ca

Program Details

Date & Time

February 14, 21 & March 7, 21 & April 4, 11, 2018
In Person or Webcast

Location

Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON

Fee per Delegate

$3,795 plus HST

Register Now

Printable Registration Form

Eligible CPD Credit Hours

Questions?

Who Should Attend

  • Pension Plan Administrators, Managers and Sponsors
  • Directors and Managers of Pension and Benefits
  • Pension Lawyers in Private Practice
  • In-House Counsel
  • Members of Pension Boards and Investment Committees
  • Financial Officers and Directors
  • HR Directors and Vice Presidents
  • Pension and Benefits Consultants
  • Investment and Compensation Consultants
  • Provincial and Federal Pension Regulators
  • Advocates for Retirees
  • VP’s Directors and Managers of Labour Relations
  • VP’s Directors and Managers of Human Resources
  • Union Presidents, Officials, Business Agents, Stewards and Committee Members
  • In-House Counsel
  • Labour Relations Consultants
  • Mediators, Arbitrators, Conciliators
  • Government representatives involved in labour-related issues
  • Lawyers in private practice

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Media Sponsor

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“Excellent program. It provides comprehensive and current developments and challenges in pension law. I really appreciate the in-depth experience of the panelists”
Patricia Pacanchique, Director, Pension Policy, OMERS

“I am in-house counsel and I have been asked to advise the pension committee with very little background in pension law. This program has provided a great foundation for future learning and development. I would highly recommend it to others involved in pension administration”
Kendell Wilde, Legal Counsel, Babcock & Wilcox Power Generation Canada Corp.

“This entire program has been excellent! As a manager in accounting who primarily advises on plan administration, I will be able to use this information to better advise plan members”
Michael Humphries, Manager, Accounting Services, ETFO