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Webinar: Economic and Investment Risk in Retirement Plans - Governance Considerations (Preceded by ISCEBS Alberta Chapter AGM)
November 26, 2020 - 8:45 am MST
Please join the Alberta Chapter ISCEBS for the chapter's Annual General Meeting (AGM) and election of the 2021 Board positions, followed by an presentation on retirement and pension plan governance (details to follow at a later date).
In accordance with Article V of the Alberta Chapter bylaws, the Nominating Committee is pleased to announce the following nominations for the offices of President, Vice President, Secretary/Treasurer, and Directors for 2021. Only CEBS designees can hold officer positions, students may serve as Directors.
- Past-President - Cherri Bevilacqua, CEBS
- President - Heather Shaw, CEBS
- Vice-President - Vacant
- Secretary - Christopher Kitching, CEBS
- Treasurer - Vacant
- Debbie Liska, CEBS
- Jo-Ann Curtis, CEBS
- Rick Achtymichuk, GBA
- Gaurav Singh, GBA
- Demetra Lykidis, RPA
Election of officers and members of the board shall take place at the AGM on November 26, 2020. Should the candidates stand uncontested as of the date of the AGM, they will be acclaimed through a motion presented by the current board at the AGM. The elected Officers and Directors will assume their duties on January 1, 2021.
Our speaker, Gerry Wahl, Managing Director, The Pension Advisor, will speak about the current economic and investment situation which is potentially risky for pension plan sponsors, particularly DC and RSPs plan sponsors. DC and RRSP member accounts have been severely impacted in many cases: they will be looking for accountability.
The presentation will be of interest to Capital accumulation plan (CAP) sponsors and pension plan committee members focusing on governance and risk minimization.
Topics and take-aways will include:
1) Fatal flaw in CAPs
2) Key CAP risks
3) Sponsor Risk minimization - governance
4) A governance framework
Gerry Wahl, B. Comm (Actuarial Science), CMA, MBA
Gerry has a background in accounting, taxation, treasury, and pension administration. He has hands on experience as a CRA business tax auditor, mine controller, treasurer, and assistant treasurer for a large global mining company.
As assistant treasurer Gerry was the Investment Manager for the company's pension programs (~C$2.3 billion in 8 DB plans, 23 CAPs and RCA's in 8 companies in Canada, the US and UK). A primary responsibility was developing and organization pension governance frameworks and monitoring on-going pension performance and DB plan funding.
Gerry has also served on several pension and charitable organization boards and committees. He does pension seminars for the CMAs, CGAs, CPAs, Federated Press, and has published several articles on pension issues (Canadian Investment Review and Benefits Canada.)
He is also an active member of the Financial Executive Institute Pension Committee, the College and University Retiree Associations of Canada Pension Committee and, has been actively involved in pension reform proposals in Canada.
Implementing effective pension governance frameworks and on-going reporting structures is a key focus of Gerry's practice.
Thursday, November 26, 2019