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Rotman-ICPM Board Effectiveness Program for Pension and Other Long-Horizon Investment Institutions

Explore unique challenges and opportunities.

Improve your board performance for pension and other long-horizon investment institutions by developing your capacity to navigate the growing complexities of the sector.

Overview

The Board Effectiveness Program for Pension and Other Long-horizon Investment Institutions (BEP) is offered in partnership with Rotman’s International Centre for Pension Management (ICPM), and focuses on board performance support for pension and other long-horizon investment institutions. This learning program communicates the critical role these pivotal societal financial giants hold in providing economic security for their beneficiaries. The program is designed to develop the Board’s ability and capacity to navigate the growing complexities of the sector and improve business processes while continuing to build equity.

TESTIMONIALS

Board Chair Harry Keiley and I truly enjoyed the BEP program. It was one of the best educational courses we have participated in thus far. We look forward to sending other CalSTRS Board members in the future.

Sharon Hendricks, Vice Board Chair, CalSTRS (United States)

The program offers effective research, practical solutions, group networking, training sessions and access to skilled professionals, both academic and business, to guide the learning.

Bob Scheuber, Board Chair, QSuper (Australia)

The Rotman ICPM Board Effectiveness Program gave me new insights both from the academic presentations and the stimulating case study discussions. Here in Sweden, I have started to implement some ideas to increase the efficiency of the board that I chair.

Urban Karlström, Board Chair, Första AP-Fonden (Sweden)

A solid, comprehensive program delivered by top faculty members and strong business leaders. Senior participants from around the world bring diverse experience and perspective.

Micheline Bouchard, Board Member, Public Sector Pension Investment Board (Canada)


In partnership with:

Rotman’s International Centre for Pension Management


This program is recognized as a Green Course by the Sustainability Office, University of Toronto for the 2016-17 academic year.

This is a Green Course

Who Should Attend

This intensive, highly-interactive, strategic program was developed specifically for members and interns of the supervisory boards of ICPM’s 32 Research Partner organizations. 

Applicant Selection

The admission committee will consider applications from individuals of non-ICPM organizations to the degree that

  • there is room in the BEP offering
  • the applicant has a relevant skill/experience set
  • the applicant's organization is a substantial player in the pensions world


Each program offering is limited to 35 people.

Key Benefits

This program offers participants:

  • An integrated framework to critically examine the following key strategic issues that have emerged:
    • organizational mission
    • roles of boards vs. management
    • investment beliefs
    • management of risk
    • organization design
    • human resource management
    • compensation
  • A toolkit for boards that enhances excellence and success in their pension organization
  • A clear understanding of the Board’s role in addressing key pension issues

Benefits for graduates of the Rotman – ICD Directors Education (DEP) Program


The Rotman-ICPM Board Effectiveness Program equips participants to handle the very specialized governance issues faced by pension funds around the world.  It builds upon the general governance components covered in the DEP.  After a brief overview of key governance topics including board effectiveness, board dynamics and fiduciary duty, the program quickly focuses on increasingly complex and challenging governance issues faced by pension boards including;

  • Risk oversight challenges specific to pension plans
  • The investment function and financial disclosure in DB plans
  • The future of pension management and its sustainability
  • Investment beliefs and organizational design

The program attracts pension plan board members from around the world which provides valuable insight into a wide variety of pension governance issues and the opportunity to build a global network of like-minded individuals.


This program has been approved for 28.5 continuing professional development (CPD) hours under Section A of the continuing professional development (CPD) log of the Human Resources Professionals Association (HRPA).

HRPA Seal

Schedule

Topics include:

  • Introductions, Aspirations and current Board Challenges
  • Organizational Governance
  • Rethinking Fiduciary Duty
  • Boardroom Dynamics
  • Organization’s Investment Beliefs and its applications in differing contexts
  • Organization Design and its applications in differing contexts
  • Financial Disclosure in DB Plans
  • Measuring Financial Performance
  • The Board and Pension Plan Sustainability
  • Evolution of Risk Management at OTPP
  • Compensation Policy and Management Effectiveness
  • Enhancing Board Effectiveness
  • Developing Solutions to major Board Challenges
  • Presentations: Discussing and Evaluating Solutions to major Board Challenges

For more information about this program and details of each module visit the International Centre for Pension Management (ICPM) website.

Rotman Executive Program faculty are known for their ability to translate the latest research into practical applications for the workplace, and to transmit skills to participants with the best teaching techniques. Industry leaders contribute to our programs to bring your the most up-to-date best practices and a wealth of real-world experience.

Meet the faculty and instructors teaching in the Rotman-ICPM Board Effectiveness Program for Pension and Other Long-Horizon Investment Institutions

Keith Ambachtsheer

Keith Ambachtsheer »

Rob Bauer

Rob Bauer »

David Beatty

David Beatty »

Alexander Dyck

Alexander Dyck »

Claude Lamoureax

Claude Lamoureux »

Geoffrey Leonardelli

Geoffrey Leonardelli »

Richard Powers

Richard Powers »

Ed Waitzer

Ed Waitzer »

Eric M. Wetlaufer

Eric Wetlaufer »

Barbara Zvan

Barbara Zvan »

   

Apply Now

Fee: $6,950 CAD + HST

Included in program fee*:

  • tuition
  • all program materials and supplies
  • completion certificate
  • class-day meals (breakfast, lunch and snacks)

Apply NowRotman-ICPM Board Effectiveness Program
for Pension and Other Long-Horizon Investment Institutions


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Dates and FeesMark your calendar

4.5-day strategic program

Calendar

Dates:
November 27–December 1, 2017

Home

Location:
Rotman School of Management, Toronto, Ontario

Persons

Participant profile:
Sector executives and senior management, next-generation leaders

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Fee:
$6,950 CAD + HST

PDFs

Download our Program Information Sheet »

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For more information and to apply
Tel: 416.925.4153
Fax: 416.925.7377
Email: icpm@rotman.utoronto.ca

International Centre for Pension Management
Rotman International Centre for Pension Management (Rotman ICPM)
105 St. George Street, Room 457
Toronto , Ontario,
M5S 3E6 CANADA

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