Pension activists, advisory committee members, union officers and trustees within the Components of NUPGE play a crucial role in securing and defending decent pensions for our members. To help protect good quality pension plans and encourage the investment of plan assets in the best interests of plan members, beneficiaries and their communities, NUPGE regularly hosts short-format webinars. This year, the webinars will consist of 30 minutes of presentations and 15 minutes of discussion.

Each webinar will feature expert presenters on a current topic and be available for on-line viewing at your convenience. The webinars are being developed in cooperation with the Shareholder Association for Research and Education (

Time and Dates for the Webinar

The time of the webinars will vary depending on the participant’s time zone.  The time is as follows:

10:00 a.m. (Pacific)
11:00 a.m. (Mountain)
12:00 noon (Central)
1:00 p.m. (Eastern)
2:00 pm. (Atlantic)
2:30 p.m. (Newfoundland)

WEBINAR #1 Defending good pension plans

Wednesday, November 29, 2017

With defined benefit pension plans at risk both across Canada and worldwide, one of the greatest challenges facing the labour movement is defending adequate, stable and secure retirements for workers. Drawing on experience in Canada and the US, this webinar will highlight strategies for building grassroots and political pressure in support of defined benefit pension plans.


CLICK HERE to watch this webinar

WEBINAR #2 Labour rights in pension investment

Wednesday, December 13, 2017

Growing evidence that decent work practices are linked to company performance and long-term value is motivating pension funds to better align workers’ interests with the management of their deferred savings. This webinar will focus on why and how investors are pushing companies to adhere to workers’ rights and labour standards.


  • Aaron Brenner,  United Food and Commercial Workers International Union (UFCW): Global and US perspectives on workers’ rights and workers’ capital
  • Shannon Rohan, SHARE: Canadian perspectives and tools to embed labour rights in investments
  • Tim Hannah, OPTrust: Trustee perspectives on bringing workers’ rights to pension boards

CLICK HERE to watch this webinar

WEBINAR #3 Pension plan design considerations

Wednesday, January 24, 2018

Pension plans face constantly changing challenges and must continually adjust plan design to preserve the retirement security plan members and beneficiaries. Across Canada, no two NUPGE plans are the same. This webinar will compare and contrast the differences in NUPGE component plans and provide perspectives on key plan design issues such as indexation, early retirement, CPP integration and longevity. This webinar will present updates, analysis and perspectives on considerations in pension plan design that respond to pressing challenges and offer alternatives to declining pension coverage.


  • Phil M. Rivard, VP, Pension Policy and Funding, Alberta Local Authorities Pension Plan Corp
  • Derek W. Dobson, CEO and Plan Manager, CAAT Pension Plan


  1. NUPGE plans: An overview
  2. Defined benefit, defined contribution and the future of conditional benefits
  3. Thinking through key plan design issues

CLICK HERE to watch this webinar

WEBINAR #4 Canadian Pension funds’ investment in infrastructure

Wednesday, April 11 2018 

Is pension fund investing in public infrastructure a Trojan horse that will undermine public services and ultimately public sector plans, or is it the answer to meeting investment targets in this challenging economic environment?  Union-appointed trustees face difficult decisions around pension fund investment in infrastructure. This webinar will take stock of the current state of infrastructure investment by Canadian pension funds both in Canada and overseas, policies and practices already in place and new initiatives to guide trustee infrastructure decision-making.


1. Current practices, principles and policies regarding Canadian pension fund investment in infrastructure in Canada and abroad

  • Andrew McNeil, National Representative at NUPGE

2.  NUPGE plans and infrastructure investment: A trustee roundtable

  • Bert Blundon, Secretary-Treasurer of the Newfoundland and Labrador Association of Public and Private Employees and Public Service Pension Plan trustee
  • Brian Schramm, Brian Schramm, Staff Representative – Pensions at British Columbia Government and Service Employees’ Union and Public Service Pension Board and Municipal Pension Plan trustee
  • Randy Marie Sloat, President of OPSEU Local 201 and OPTrust trustee
  • Moderated by Elisabeth Ballermann, Secretary-Treasurer of NUPGE

Please contact us to request a weblink to view the webinar.

WEBINAR #5 Investing for Impact: Generating financial returns with targeted social and environmental benefits

May 30

Pension fund investments have the potential to generate positive social and environmental outcomes alongside financial returns. From local efforts to create employment and housing affordability to meeting global targets set by the UN Sustainable Development Goals, pension funds are increasingly seeking added value. This webinar will explore the growing field of “impact investing” and its relevance for Canadian public sector pension funds.


  1. Investing for impact: A legal perspective
  2. Pension fund economically targeted investments in the United States
  3. New Market Funds: impact opportunities and challenges in Canada


  • Shawn Hatch, Hatch Law
  • Tom Woelfel, PCV InSight
  • Garth Davis, New Market Funds

REGISTER HERE for webinar #5 – Investing for Impact: Generating financial returns with targeted social and environmental benefits