Susan graduated with her B.A. in Economics (Dean’s List) from York University. She was one of the first Canadians to achieve the Canadian CEBS designation. Susan was the first Canadian to achieve the Fellowship status in the International Society of Certified Employee Benefit Specialists. (ISCEBS).
Susan earned her HIA (American Health Insurance Associate) designation. She graduated from the Rotman School of Management, University of Toronto, Institute of Corporate Directors with the ICD.D designation signifying understanding of best practices in board governance and management oversight.
Susan has been a speaker, moderator and panelist at past Canadian and American conferences of the IF. She has spoken on such topics as:
- Advisor selection and monitoring
- Cost containment
- Plan administration
- Trustee governance issues
Susan has also been engaged by clients to present at industry conferences and many member education seminars.
She is the Past Chair of the International Foundation of Employee Benefit Plans’ Canadian Education Committee, Past Chair of the Canadian Board and Advisory Director and continues to serve on many IF boards and committees.
Susan served as the Chair of the World Pension Alliance (WPA) a global organization with members in Canada, the US, Europe, Australia and South America representing over $10 trillion USD and 400 million plan participants.