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LABOUR ARBITRATION AND
POLICY
CONFERENCE
Calgary

Presented by: Lancaster House,
University of Calgary
&
Industrial Relations Research Group

Thursday, June 12, 2008
7:00 p.m. to
9:00 p.m.
&

Friday, June 13, 2008

8:30 a.m. to 4:30 p.m.

The Westin Calgary
320 Fourth Avenue SW, Calgary, AB, T2P 2S6

 
Registration Information Hotel Information

Directions to the Westin

 
CONFERENCE CO-CHAIRS
 
 

Bill Armstrong

Employer Counsel
Laird Armstrong

     
 

Gwen Gray

Union Counsel
Chivers Carpenter

     
 

Andrew Sims

Arbitrator/Mediator

 
CONFERENCE ADVISORY COMMITTEE
 
 

Leanne Chahley

Union Counsel
Blair Chahley Seveny


 
 

Ray Domeij

Union Representative
Alberta Union of Provincial Employees

 
 

Barbara Johnston

Employer Counsel
Stikeman Elliott

 
 

Frank Molnar

Employer Counsel
Field Law

 
CONFERENCE PROGRAM AND TOPICS
 

Opening Plenary:
KEYNOTE ADDRESS
Thursday, June 12, 2008
7:00 p.m. – 9:00 p.m.


 

BUILDING AN EFFECTIVE DISPUTE RESOLUTION PROCESS: LESSONS FROM A LIFE IN LABOUR LAW

 
GUEST SPEAKER
     
 

Warren K. Winkler – Chief Justice of Ontario

Ontario's Chief Justice Warren K. Winkler grew up in Pincher Creek, Alberta, before attending university in Manitoba and law school in Toronto. He was a founding partner of one of Canada’s leading management-side labour firms, Winkler, Filion & Wakely, before being appointed to the bench in 1993. Mr. Justice Winkler has made his mark as a judge, particularly in the development of class action jurisprudence, while at the same time resolving a number of high-profile multi-party disputes, including the dispute between Ontario Hydro and the Power Workers' Union, and the restructuring of Air Canada, where he successfully mediated a deal between the company and key unions in order to keep the airline in business. In April 2006 he was awarded the University of Toronto's Bora Laskin Award for outstanding contributions to labour law. He was appointed Chief Justice of Ontario in June 2007.

     
INTRODUCTION BY
     
 

Allen Ponak

Arbitrator/Mediator

   

Morning Plenary:
MAJOR CASE LAW UPDATE 2008
Friday, June 13, 2008
8:30 a.m. – 9:30
a.m.

 
SPEAKERS    
     
 

Damon Bailey

Management Counsel
McLennan Ross

     
 

Peter Barnacle

Union Counsel
Woloshyn & Company

     
 

Emily Burke

Arbitrator/Mediator

     
 

Mort Mitchnick

Author
Leading Cases on Labour Arbitration

     
TOPICS    
 

Leading labour and management counsel, together with a prominent arbitrator, will discuss the most significant decisions dealing with critical issues in labour, human rights and privacy law issued during the past year by arbitrators, courts, and tribunals. The selection of cases for this perennially popular session takes place a few weeks before the conference and so up-to-the-minute coverage can be assured, but cases to be addressed will include the B.C. Health Services decision and its progeny.

   
BREAK
9:30 a.m. – 10:00 a.m.
   


Concurrent Sessions:
10:00 a.m. – 11:10 a.m.

 
1. REVISITING FOUNDATIONAL DECISIONS IN LABOUR ARBITRATION: SEVEN KEY CASES
 
SPEAKERS    
     
 

Vern Bartee

Labour Relations Consultant
Bartee Consulting Services

     
 

Tim Mitchell

Employer Counsel
Laird Armstrong

     
TOPICS    
 

New decisions come down every day, but there are seminal cases that everyone involved in labour relations needs to understand. This session provides an in-depth analysis of leading decisions that continue to influence arbitral jurisprudence. Whether you are new to the field or a seasoned veteran, don’t miss this chance to hear the experts discuss what these cases say, why they remain important today and how the principles they established have developed over time. The cases to be discussed will be announced a few weeks before the conference.

 
2. EMPLOYEES IN CYBERSPACE: MEETING THE CHALLENGE OF THE DIGITAL AGE
 
SPEAKERS    
     
 

Philip Fodchuk

Senior Manager, Analytic and Forensic Technology
Deloitte Touche

     
 

Allen Ponak

Arbitrator/Mediator

     
TOPICS    
 

Employees have unprecedented access to information in the workplace and easy access to the internet. Employers are increasingly faced with questions about how to monitor and prove employee misconduct in cyberspace, while unions and employees need to understand how to challenge the veracity and implications of the information collected. On this panel an expert in forensic computer investigation and an experienced arbitrator will explore key questions from the digital frontier, including:

   
 
  • What information is available on computers, servers, telephones (mobile and fixed), the Internet and through biometrics? Where does information linger?
  • How does one find out what is being said, where, and by whom? About the employer and its brand? About employees or prospective employees?
  • How can information be monitored, captured and preserved so that it is admissible and reliable evidence? What can we know about how information has changed over time? How can the inadvertent alteration of data be avoided?
  • What policies should be in place concerning the monitoring, collection, use, disclosure and destruction of digital data? How can policies be structured to anticipate evolving technology?
  • How is the use of technology affecting the way arbitrations are conducted?
 
3. ACCOMMODATING FAMILY STATUS IN THE WORKPLACE: NEW RIGHTS AND OBLIGATIONS
 
SPEAKERS    
     
 

Joseph Hunder

Employer Counsel
Fraser Milner Casgrain

     
 

Kris Farkas

Union Counsel
United Nurses of Alberta

     
 

W. Robert Pelton

Arbitrator/Mediator

     
TOPICS    
 

The case law concerning workplace discrimination on the basis of family status continues to evolve, as workers increasingly seek accommodation for family responsibilities and employers struggle with the competing interests that come with such requests. While most workers have family obligations that occasionally clash with work, the cases suggest that not every obligation will give rise to the duty to accommodate. Panelists will explore the latest case law and legislative changes governing the accommodation of workers' family and parental responsibilities.

   
 
  • What is the difference between "ordinary" family obligations, and those which trigger the duty to accommodate?
  • What obligations do employers have to accommodate workers' familial obligations? 
  • Is the meaning of "undue hardship", as a limit on the duty to accommodate, different in a case involving family status?
  • Can workers insist on particular hours of work, shifts, or part-time hours based on childcare or other family responsibilities such as breast-feeding?
  • Compassionate care, emergency leave, and family responsibility leave: How do statutory entitlements in different jurisdictions intersect with collective agreement rights?
 
4. ASSESSING DISCIPLINE: THE LATEST TRENDS
 
SPEAKERS    
     
 

Lenore Neudorf

Employer Counsel
Province of Alberta

     
 

Pat Nugent

Union Counsel
Chivers Carpenter

     
 

James Dorsey

Arbitrator/Mediator

     
TOPICS    
 
Decisions about how to respond to employee misconduct and to tailor appropriate disciplinary penalties have become more challenging in recent years as human rights law and other legal developments have altered traditional approaches. A panel of expert practitioners and arbitrators will discuss the key issues which have attracted arbitral attention.
   
 
  • "Last chance" agreements: When are they enforceable? To what extent can the parties limit the jurisdiction of an arbitrator to assess cause and/or substitute penalties?
  • Zero-tolerance policies: Are these policies consistent with the requirements of just cause? When and how will they be considered by arbitrators?
  • Post-discharge evidence: When will it be admitted? For what reasons?
  • Criminal or professional discipline proceedings: What impact do they have on the discipline process?
  • "Sunset" provisions: When do they prevent prior discipline from being considered?
 
BREAK
11:10 a.m. – 11: 20 a.m.
   

Concurrent Sessions:
11:20 a.m. – 12:30 p.m.


 
1. REVISITING FOUNDATIONAL DECISIONS IN LABOUR ARBITRATION: SEVEN KEY CASES
 
SPEAKERS    
     
 

Vern Bartee

Labour Relations Consultant
Bartee Consulting Services

     
 

Tim Mitchell

Employer Counsel
Laird Armstrong

     
TOPICS    
 
New decisions come down every day, but there are seminal cases that everyone involved in labour relations needs to understand. This session provides an in-depth analysis of leading decisions that continue to influence arbitral jurisprudence. Whether you are new to the field or a seasoned veteran, don’t miss this chance to hear the experts discuss what these cases say, why they remain important today and how the principles they established have developed over time. The cases to be discussed will be announced a few weeks before the conference.
 
2. EMPLOYEES IN CYBERSPACE: MEETING THE CHALLENGE OF THE DIGITAL AGE
 
SPEAKERS    
     
 

Philip Fodchuk

Senior Manager, Analytic and Forensic Technology
Deloitte Touche

     
 

Allen Ponak

Arbitrator/Mediator

     
TOPICS    
 

Employees have unprecedented access to information in the workplace and easy access to the internet. Employers are increasingly faced with questions about how to monitor and prove employee misconduct in cyberspace, while unions and employees need to understand how to challenge the veracity and implications of the information collected. On this panel an expert in forensic computer investigation and an experienced arbitrator will explore key questions from the digital frontier, including:

   
 
  • What information is available on computers, servers, telephones (mobile and fixed), the Internet and through biometrics? Where does information linger?
  • How does one find out what is being said, where, and by whom? About the employer and its brand? About employees or prospective employees?
  • How can information be monitored, captured and preserved so that it is admissible and reliable evidence? What can we know about how information has changed over time? How can the inadvertent alteration of data be avoided?
  • What policies should be in place concerning the monitoring, collection, use, disclosure and destruction of digital data? How can policies be structured to anticipate evolving technology?
  • How is the use of technology affecting the way arbitrations are conducted?
 
3. ACCOMMODATING FAMILY STATUS IN THE WORKPLACE: NEW RIGHTS AND OBLIGATIONS
 
SPEAKERS    
     
 

Joseph Hunder

Employer Counsel
Fraser Milner Casgrain

     
 

Kris Farkas

Union Counsel
United Nurses of Alberta

     
 

W. Robert Pelton

Arbitrator/Mediator

     
TOPICS    
 

The case law concerning workplace discrimination on the basis of family status continues to evolve, as workers increasingly seek accommodation for family responsibilities and employers struggle with the competing interests that come with such requests. While most workers have family obligations that occasionally clash with work, the cases suggest that not every obligation will give rise to the duty to accommodate. Panelists will explore the latest case law and legislative changes governing the accommodation of workers' family and parental responsibilities.

   
 
  • What is the difference between "ordinary" family obligations, and those which trigger the duty to accommodate?
  • What obligations do employers have to accommodate workers' familial obligations?
  • Is the meaning of "undue hardship", as a limit on the duty to accommodate, different in a case involving family status?
  • Can workers insist on particular hours of work, shifts, or part-time hours based on childcare or other family responsibilities such as breast-feeding?
  • Compassionate care, emergency leave, and family responsibility leave: How do statutory entitlements in different jurisdictions intersect with collective agreement rights?
 
4. ASSESSING DISCIPLINE: THE LATEST TRENDS
 
SPEAKERS    
     
 

Lenore Neudorf

Employer Counsel
Province of Alberta

     
 

Pat Nugent

Union Counsel
Chivers Carpenter

     
 

James Dorsey

Arbitrator/Mediator

     
TOPICS    
 

Decisions about how to respond to employee misconduct and to tailor appropriate disciplinary penalties have become more challenging in recent years as human rights law and other legal developments have altered traditional approaches. A panel of expert practitioners and arbitrators will discuss the key issues which have attracted arbitral attention.

   
 
  • "Last chance" agreements: When are they enforceable? To what extent can the parties limit the jurisdiction of an arbitrator to assess cause and/or substitute penalties?
  • Zero-tolerance policies: Are these policies consistent with the requirements of just cause? When and how will they be considered by arbitrators?
  • Post-discharge evidence: When will it be admitted? For what reasons?
  • Criminal or professional discipline proceedings: What impact do they have on the discipline process?
  • "Sunset" provisions: When do they prevent prior discipline from being considered?
 

LUNCH
  12:30 p.m. – 1: 45 p.m.

   

Concurrent Sessions:
1:45 p.m. – 3:00 p.m.

 
1. EXPLORING REMEDIES AT DISCHARGE ARBITRATION: REINSTATEMENT, DAMAGES AND SEVERANCE PAY
 
SPEAKERS    
     
 

Ritu Khullar

Union Counsel
Chivers Carpenter

     
 

Les Wallace

Arbitrator/Mediator

     
 

Mickey Woodard

Employer Counsel
McPherson Leslie

     
TOPICS    
 

One of the most important protections enjoyed by employees in unionized environments is the requirement of just cause for termination. When this requirement is not met, arbitrators have a spectrum of remedial options at their disposal.  In recent years the case law concerning remedies at discharge arbitration has become increasingly sophisticated. In this session panelists will examine the most controversial new cases in this important area of the law. Topics will include:

   
 
  • Damages in lieu of reinstatement: When is it appropriate to substitute damages for reinstatement? Is the substitution of damages becoming more common? How are arbitrators calculating the amount? Does the duty to mitigate apply? What value are arbitrators placing on the loss of collective agreement rights?
  • What other forms of damages may be awarded? Mental distress damages for breach of “psychological benefit” contracts? Compensation for bad faith discharge (Wallace damages)? Aggravated and punitive damages?
  • What is the difference between severance, termination and notice pay? What effect, if any, does employment standards legislation have on the calculation of these amounts?
  • Are interim remedies available in discharge arbitrations? If so, which have been awarded?
 
2. CASE STUDY – ACCOMMODATING WORKERS IN A MULTI-UNION ENVIRONMENT: THE CITY OF EDMONTON’S MODEL
 
SPEAKERS    
     
 

Michelle Hirsch

Disability Management Team Leader
Human Resources
City of Edmonton

     
 

Jay Spark

Labour Relations Consultant
Spark Consulting Services

     
 

Audrey Tosh

Business Agent
Civic Service Union 52
Edmonton

     
TOPICS    
 
The City of Edmonton is a multi-union environment where the City and all its unions have collaborated to develop a comprehensive approach to dealing with the duty to accommodate. Representatives of the parties will discuss:
   
 
  • The structure of the multi-union approach to accommodation
  • How the parties developed the multi-union protocol
  • How they incorporated expedited arbitration and mediation to solve accommodation issues before they became major problems
  • The use of agreed-upon medical and testing referrals
  • The role of education and training in the accommodation process
 
3. DISENTANGLING MISCONDUCT FROM DISABILITY: THE EXPERTS WEIGH IN ON THE HYBRID CASE
 
SPEAKERS    
     
 

Gary Clarke

Employer Counsel
Stikeman Elliott

     
 

Greg Francis

Arbitrator/Mediator

     
 

Linda Huebscher

Union Counsel
Canadian Union of Public Employees

     
TOPICS    
 

One of the most challenging situations in the workplace involves employee conduct which may be both culpable and therefore subject to discipline, and yet non-culpable as a result of a disability. Using a detailed fact scenario (which will be distributed to the audience in advance), an arbitrator, together with union and management counsel, will analyze the complex issues of accommodation and discipline in a hypothetical hybrid case involving a drug-addicted employee. Variations on the facts will further illuminate the grey areas confronting the parties as they seek a fair and practical resolution.

   

Closing Plenary:
DEALING WITH DRUGS AND ALCOHOL IN THE WORKPLACE: THE ALBERTA SOLUTION
3:15 p.m. – 4:30 p.m.


 
SPEAKERS    
     
 

Bill Johnson

Union Counsel
McGown Johnson

     
 

Barbara Johnston

Employer Counsel
Stikeman Elliott

     
 

Dr. Leo Kadehjian

Independent Biomedical Consultant

     
TOPICS    
 

Alberta is a hotbed of developments in the law governing drugs and alcohol in the workplace, as employers increasingly implement workplace testing and drug-use policies, and arbitrators attempt to strike a balance between employees' privacy rights and the employer's interest in maintaining a safe and productive workplace. In this session, experts discuss the latest cases on drug-testing as well as emerging addiction issues in the workplace, including:

   
 
  • In what circumstances can employers introduce a policy requiring random or universal drug and alcohol testing?
  • With respect to pre-access and pre-employment testing, and the testing of casual users, how should the parties deal with conflicting court decisions, e.g. Kellogg Brown & Root (Alberta) versus Entrop (Ontario)?
  • Are there special rules for “safety sensitive” industries?
  • What consequences can or should be imposed for positive tests or refusals to be tested?  
  • Are employees obligated to disclose a drug or alcohol addiction? Can employers institute a workplace drug or alcohol policy that requires mandatory self-disclosure?
  • How does the evolving technology around drug and alcohol testing effect what policies can be introduced and enforced? What can we learn from the experts?
 
CONFERENCE ENDS
4:30 p.m.
 
Also available in this Calgary conference series:
 
Pre-Conference Workshop
Thursday, June 12, 2008
 

ADDRESSING THE HUMAN RIGHTS PITFALLS IN YOUR EMPLOYMENT POLICIES AND COLLECTIVE AGREEMENTS

 

Post-Conference Workshops
Saturday, June 14, 2008

 

CONFRONTING ABSENTEEISM: CURRENT ISSUES AND INNOVATIVE APPROACHES TO ATTENDANCE MANAGEMENT

 

DEALING WITH MEDICAL INFORMATION: BALANCING PRIVACY AND THE NEED TO KNOW

 
 
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