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If your responsibilities include advising and 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 9th 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.

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.

Topics covered in this course include:

  • 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 reform 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

The Osgoode Certificate in Pension Law 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 providing valuable networking opportunities.

Faculty

Program Directors

  • Mark Newton, Newton HR Law
  • Jeff Sommers, Blake, Cassels & Graydon LLP

Advisory Board

  • David Gordon, Deputy Superintendent, Pensions Financial Services Commission of Ontario [retired]
  • Janet Downing, Lawyer/Senior Consultant, Towers Watson [retired]
  • Malcolm Hamilton, Senior Fellow, C.D. Howe Institute
  • John M. Solursh, Member, Financial Services Tribunal of Ontario; Partner Emeritus, Pension and Employee Benefits Group, Blake Cassels & Graydon LLP
  • John Poos, Vice President, Pensions and Benefits, George Weston Ltd. And Loblaw Companies Ltd.
  • Mark Zigler, Koskie Minsky LLP

Faculty

  • Randy Bauslaugh, McCarthy Tétrault LLP
  • Susan Bird, CEBS, Fellow ISCEBS, ICD.D, Chair, World Pension Alliance & President, The McAteer Group of Companies
  • Andrea Boctor, Stikeman Elliott LLP
  • Jessica Bullock, Davies Ward Phillips & Vineberg LLP
  • Natalie Bussière, Blake Cassels & Graydon LLP
  • Charley Butler, Managing Director, Member Experience and Innovation, Ontario Teachers’ Pension Plan
  • Level Chan, Stewart McKelvey
  • John D.R. Craig, Fasken Martineau DuMoulin LLP
  • Scott Cushing, Principal, Mercer
  • Karen DeBortoli, B.A., LL.B., Director, Knowledge Research Centre, Buck
  • Mark Firman, Director and Legal Counsel, Ontario Teachers’ Pension Plan
  • Clio Godkewitsch, Goldblatt Partners LLP
  • Elana Hagi, FSA, FCIA , Principal, Mercer
  • Stephanie J. Kalinowski, Hicks Morley Hamilton Stewart Storie LLP
  • Ari N. Kaplan, Kaplan Law
  • Terra Klinck, Brown Mills Klinck Prezioso LLP
  • Hrvoje Lakota, FSA, CFA, FCIA, Principal, Mercer Global Investments, Canada Limited
  • Mariana MacIntosh, Director & Associate General Counsel, Pension Administration, Ontario Teachers’ Pension Plan
  • Sean Maxwell, Blake, Cassels & Graydon LLP
  • Christopher Mayer, Legal Counsel, Healthcare of Ontario Pension Plan (HOOPP)
  • Tejash (TJ) Modi, B.A., J.D., M.B.A., Principal & Chair, Governance, Legal and Compliance Consulting Practice, Morneau Shepell Ltd.
  • Susan Nickerson, Torys LLP
  • Kim Ozubko, Miller Thomson LLP
  • John Prezioso, Brown Mills Klinck Prezioso LLP
  • Douglas Rienzo, Osler, Hoskin & Harcourt LLP
  • Idan Shlesinger, Executive Vice President and President, Retirement Solutions, Morneau Shepell Ltd.
  • Susan G. Seller, Bennett Jones LLP
  • Scott Sweatman, Dentons Canada LLP
  • Susan Ursel, Ursel Phillips Fellows Hopkins LLP
  • Barry E. Wadsworth, Associate Counsel, Unifor
  • Deron P. Waldock, McCarthy Tétrault LLP
  • Michael Wolpert, Lawson Lundell LLP

Agenda

Fees

Fees include attendance, program materials, lunch and break refreshments for each of the 6 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. To receive the certificate, participants must attend all program modules (either in-person, via webcast or on-demand) and achieve a passing grade on the take-home multiple choice exam.

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:
Alison Hurst at ahurst@osgoode.yorku.ca

Program Details

Date & Time

February 13, 20, 27 & March 6, 20, 27, 2019
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 for Course

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