1. P A C I F I C B U S I N E S S & L A W I N S T I T U T E
Essential Tasks of Pension
and Benefit Plan Trustees
February 15th
, 2017 • UBC Robson Square • 800 Robson Street • Vancouver, BC
Live Webinar also available!
Chaired by
Murray Campbell
Lawson Lundell LLP
23 rd
Annual

2. www.pREGISTER
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Faculty
Shelley Engman, FCIA, FSA, Consulting Actuary, Aon Hewitt,
Vancouver, BC. During her 33 years as a British Columbia
pensionconsultant,Ms.Engmanhasguidedmanyclientsthrough
plan designs, conversions, privatizations and reorganizations.
She is a strategic advisor to jointly-trusteed, union-trusteed and
corporately-governed pension plans in both the public and
private sectors. Ms. Engman is best known for her ability to communicate
technical information in simple and relevant terms, whether it is to boards
of trustees, boards of directors, pension regulators or plan members. She
is a frequent speaker locally and nationally on pension and benefit issues.
Paul Finch, Treasurer, BC Government and Service Employees’
Union, Vancouver, BC. Paul Finch was elected Treasurer of
the BCGEU – the second highest office – in May 2014. The
Treasurer is the Chief Financial Officer of the union, responsible
for a $50 million annual operating budget, a $52 million strike
fund, and over $108 million in assets. As BCGEU Treasurer,
Paul serves as a Trustee on the Board of Directors for the BC Public Service
and BCGEU pension plans. Prior to being elected Treasurer, Paul served
as BCGEU Vice President for a three-year term. Paul has been a long time
delegate to the Victoria Labour Council, and has served on numerous
committees with the BC Federation of Labour and the Canadian Labour
Congress. He currently serves on the Board of Directors for several non-
labour organizations, including the Metro-Vancouver Alliance. Paul has
written on economics and labour struggle, and has spoken across North
America on his experiences as a student and labour organizer, and the
broader challenges facing labour and social movements.
Nick Gubbay, FCIA, FFA, Principal, Senior Benefits Consultant
and Actuary, Eckler Consultants + Actuaries, Vancouver, BC.
Nick is an experienced group benefits consultant and actuary,
advising clients on the design and funding of their benefit
plans, and in the evaluation of liabilities associated with
retiree and self-insured disability benefits. He has consulted to
numerous single- and multi-employer benefit trusts, including with labour
representation, on a variety of benefit-related issues. Nick is currently an
instructor for the Health & Welfare Funding/Investment/Financing module
of the ATMS offered by the IFEBP.
DominiqueRoelants,ExecutiveOfficer,College,PublicService
andTeachers’PensionBoards,Victoria,BC.DominiqueRoelants
is the Executive Officer of the British Columbia College, Public
Service and Teachers’ Pension Boards, and also serves as a
director of Coastal Community Credit Union. Dominique has
a Ph.D. in Computer Science and a Bachelor of Laws from the
University of Victoria, and has been practising law part time since 2005.
Dominique was a member of the Board of Island Savings Credit Union
for six years and was chair of their Investment and Lending Committee
for three of those years. He served on the Board of the College Pension
Plan from 2001 through to 2014. For four of those years he served as the
Chair of the Board. The College Pension Board manages approximately
$4.3 billion for its over 23,000 members.
John Smith, Partner, Lawson Lundell LLP, Vancouver, BC. Mr.
Smith has a wide ranging practice covering commercial law,
securities and M&A, as well as significant trust matters. Mr.
Smith also has a long history of dealing with pension plans and
serves on the Pension Committee of a significant corporation.
A significant part of his practice is devoted to advising trustees
and other fiduciaries about the extent and discharge of their duties. Mr.
Smith is widely published, has lectured extensively, and is an adjunct
professor teaching a section of the Trusts course at University of British
Columbia Faculty of Law.
Dimitra Tsourpis, Senior Consultant, Aon Hewitt, Vancouver,
BC. Dimitra started as an actuarial analyst after graduating from
the University of Calgary with a degree in Actuarial Science.
Currently, Dimitra works as a consultant at Aon Hewitt in the
Health and Benefits practice specializing in providing advice to
multi-employerhealthandwelfaretrustsandbenefitconsortiums.
Dimitra’s experience includes: design and implementation of employee
benefit plans; managing insurer relationships with a focus on negotiating
insurance renewals, benefit contracts, and service agreements; plan
governance including financial management and vendor procurement;
and all aspects of pension, post retirement, and post employment actuarial
valuations.
23rd
Annual
Essential Tasks of Pension
and Benefit Plan Trustees
As a trustee, it is essential that you understand your
legal duties, what to watch out for, and how to limit
your exposure to liability.
Tothisend,thisconferenceassemblesleadingexperts
to educate you on your legal duties as a trustee and
how to protect yourself, to update you on recent
changes in the law, and to provide you with best
practices and practical advice to assist you in creat-
ing successful and sustainable plans.
Whether you are newly appointed or a more expe-
rienced trustee, this conference is designed to equip
you with the tools required to successfully fulfill your
duties and to assist in creating and maintaining suc-
cessful and sustainable plans.
You Will Learn:
•• The keys to being an effective pension and benefit
plan trustee
•• Yourresponsibilitiesasatrusteeandhowtoprotect
yourself from liability
•• Recent legal developments in both the regulatory
and judicial realms
•• How the CPP reform can affect your pension plan
•• Best practices in funding benefit plans
•• What’s new and emerging in the world of pooling
•• BCGEU’s real life experience of converting to a
target benefit plan
This Conference Is Designed For:
•• Pension and benefit plan trustees
•• Pension consultants, investment professionals,
lawyers and other advisors
•• Actuaries
•• Insurance professionals
Chair
Murray Campbell, Partner, Lawson Lundell LLP, Vancouver,
BC. Mr. Campbell practises exclusively in the pension and
employee benefits area, and is the head of his firm’s Pension
and Employee Benefits Group. He is legal counsel for over
two dozen multi-employer pension and health and welfare
plans, as well as numerous sponsors of single employer
arrangements. He has advised on many disputes relating to pension
and benefit plans, and is involved in all manners of compliance and
governance issues arising out of the administration of such plans. He
is a frequent speaker on pension and benefit issues.

3. pbli.com
Essential Tasks of Pension and Benefit Plan Trustees
February 15th
, 2017
R TODAY!
pbli.com
1:20 Canada Pension Plan Reform – How Does it
Affect Your Pension Plan?
Dominique Roelants
Pension Board Secretariat
• The CPP reforms
• How will the CPP reforms affect pension plan design?
• Examples in action – the College and Teachers’ plans
2:05 Questions and Discussion
2:30 Best Practices in Benefit Plan Funding
Nick Gubbay
Eckler Consultants + Actuaries
• How are contribution rates established and changed?
• How to treat different benefits
• What reserves should be held and how much should be
held in each reserve?
• Funding retiree benefits
3:15 Questions and Discussion
3:25 Converting a DC Plan into a Target Benefit
Plan: the Wave of the Future? The BCGEU
Plan Conversion: A Case Study
Shelley Engman
Aon Hewitt
Paul Finch
BC Government and Service Employees’ Union
• An in-depth look at the BCGEU conversion from a
defined contribution plan to a target benefits plan
4:10 Questions and Discussion
4:20 Networking Reception Sponsored
by Lawson Lundell LLP
9:00 Welcome and Introduction
Murray Campbell
Lawson Lundell LLP
9:10 The Keys to Being an Effective Pension and
Benefit Plan Trustee: Trustee Responsibilities
and Trustee Protection
John Smith
Lawson Lundell LLP
• What is a trust?
• Trust law as it applies to pension and benefit plans
• What are the core duties of a trustee?
• Liability for other trustees’ actions
• Use of professional advisors
• Indemnity clauses and insurance
• Advice and direction
10:15 Questions and Discussion
10:40 Recent Legal Developments
Murray Campbell
Lawson Lundell LLP
• Latest pension and benefits case law
11:25 Questions and Discussion
11:35 The Future of Pooling
Dimitra Tsourpis
Aon Hewitt
• The mechanics of various pooling methods
• How the pooling methods are best applied to
different types of benefits
• Current trends in pooling contracts and charges
• Best practices for plan sponsors regarding high
cost claims
12:20 Questions and Discussion
12:30 Networking Lunch
2:15 Refreshment Adjournment
10:25 Refreshment Adjournment

4. Please recycle
Registration Form
Pacific Business & Law Institute
Unit 2 - 2246 Spruce Street
Vancouver, BC Canada V6H 2P3
Telephone: 604-730-2500; Fax: 604-730-5085
E-mail: registrations@pbli.com
Information
Materials: The faculty will prepare papers and/or other materials explaining many
of the points raised during this program. Materials will be available for pick up at
the program. Please contact us at registrations@pbli.com if you are unable to attend
the program and wish to purchase a set of materials.
Your Privacy: We will keep all information that you provide to us in strict
confidence, other than to prepare a delegate list containing your name, title,
firm and city for our faculty and the program delegates. We do not share our
mailing lists with any non-affiliated organization.
Cancellations: Full refunds will be given for cancellations (less a $60.00
administration fee) if notice is received in writing five full business days prior to the
program (February 7th
, 2017). After that time we are unable to refund registration
fees. Substitutions will be permitted. We reserve the right to cancel, change or
revise the date, faculty, content, availability of webinar or venue for this event.
Essential Tasks of Pension
and Benefit Plan Trustees
February 15th
, 2017
UBC Robson Square, 800 Robson Street
Vancouver, BC
 In person  Live webinar
How did you hear about this Program?
 Brochure  Email  Colleague  PBLI Website  Other
Course Accreditation: Attendance at this course can be listed for up to
6 hours of continuing professional development with the Law Societies of
BC and Upper Canada.
Four Ways to Register:
1. Telephone us: 604-730-2500 or toll free: 1-877-730-2555
2. Fax us: 604-730-5085 or toll free: 1-866-730-5085
3. Mail your registration form with payment
4. Register at www.pbli.com/1318
Registration: The registration fee is $770.00 plus GST of $38.50 totalling $808.50
covering your attendance at the program (in person or by live webinar), written
materials, a light breakfast, a networking lunch and refreshments throughout the day.
Early Bird Discount: Register by January 16th
, 2017 and receive a $100 discount
on registration fee ($670.00 plus GST).
Group Discount: Register four persons from the same organization at the same
time and you are entitled to a complimentary fifth registration. Early Bird and
Group Discount cannot be combined.
Payment: You may pay by VISA, MasterCard or cheque. Cheques should be
made payable to the Pacific Business & Law Institute. Registration fees must be
paid prior to the program.
When and Where: Check-in begins at 8:30 a.m. The program starts at 9:00 a.m.
UBC Robson Square is located at the basement level of 800 Robson Street in
Vancouver, BC. Please visit http://robsonsquare.ubc.ca/find-us/ for directions.
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Firm/Company
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Register today at www.pbli.com/1318