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Past Seminars

 

DateTypeLocationSponsor(s)Topic(s)Speaker(s)
September 2020Full Day EventVancouverGroupQuest, BBD, Equitable, MaximumEmployment Law – The Risks Employers Face in Benefits
An Advisors Perspective
Building and Using a Plan Administration Checklist
When Tech Meets Benefits		Cameron R. Wardell – Mathews, Dinsdale & Clark LLP;
Laurie MacNeil – MacNeil Benefits;
Dave Patriarche – Mainstay Insurance;
Chris Gory – Orchard Benefits
September 2020Full Day EventCalgaryGroupQuest, BBD, MP Benefits, MaximumEmployment Law – The Risks Employers Face in Benefits
An Advisors Perspective
Building and Using a Plan Administration Checklist
When Tech Meets Benefits		Shane King – McLeod Law LLP;
Lori Power – MP Benefits Inc.;
Dave Patriarche – Mainstay Insurance;
Chris Gory – Orchard Benefits
September 2020WorkshopTorontoDesjardinsBuilding and Using a Plan Administrators ChecklistDave Patriarche – Mainstay Insurance Brokerage Inc.
March 2020Full Day EventTorontoBeneplan, National HealthClaim, Business Career CollegeEmployment Law – A Year in Review and Trends to Watch for in 2020
Contract Wording – What You Need to Know to Avoid Trouble
A View from the Pharmacy – What You Should Know
Doing Disability Benefits Right		Laura K. Williams – Williams HR Law Professional Corporation;
Dave Patriarche – Mainstay Insurance Brokerage Inc.;
Mike Sullivan – Cubic Health Inc.;
Lawrence Ian Geller – Geller Insurance
November 2019Full Day EventTorontoGroupQuest Benefit ResourcesWhat’s the Future of Pharmacare?
Advisor Risk & Liability, Where Insurers Put your Client at Risk		Marilee Mark – Marilee Mark Consulting;
Jim Bullock – Expert Witness;
Dave Patriarche – Mainstay Insurance Brokerage Inc.
October 2019–TorontoThe Benefits TrustGroup Benefits from a P&C Perspective & Why I Think Change is your FriendBlake Waddell – Waddell Insurance;
Dave Patriarche – Mainstay Insurance Brokerage Inc.
August 2019WorkshopTorontoBest Doctors InsuranceBuilding and Using a Plan Administrators Checklist WorkshopDave Patriarche – Mainstay Insurance Brokerage Inc.
June 2019–TorontoGroup Force Benefits Inc.Benefits, Administration & Communication – A Broker PanelAllison Brown – Thorpe Benefits;
Michael Greenwood – Pelorus;
Chris Gory – Insurance Portfolio Financial Services;
Justin James – Harry James Group;
Cheryl Jones (CJ) – Corporate Benefit Consult.
May 2019WorkshopTorontoBest Doctors InsurancePrice vs Value & Adding Value Using CGIB WorkshopDave Patriarche – Mainstay Insurance/CGIB
April 2019–TorontoMaximum BenefitPrivate Plan Drug Cost Drivers & Forecasting & Public/Private Payor IntegrationJoe Farago – Innovative Medicines;
Brad Millson – IQVIA Canada;
Denise Balch – Connex Health
March 2019–TorontoCollage Technologies Inc.Humans Behind the Benefits?Andrew Lawlor – Livewire Communications Inc.;
Bill Zolis – The Penmore Callery Group;
Denise Desrosiers – Human Resources Consultant;
Dave Patriarche – Canadian Group Insurance Brokers
November 2018–TorontoCollage Technologies Inc.Generic Pricing Reductions and Biosimilars – Where Employers can Benefit
CGIB Survey Results – Where Are We and Where Are We Going?		Jim Keon – Canadian Generic Pharmaceutical Association (CGPA);
Leigh Doyle – Digital Journal Group;
Dave Patriarche – Canadian Group Insurance Brokers
October 2018–TorontoGroupQuest, JungoHRYour Clients Don’t Need a Golf Tournament. Give them HR
Sharing the Client Experience – An HR Leaders View		Ariane Laird – ConnectsUs HR;
Sabrina Mattiucci, CHRL
August & September 2018WorkshopTorontoBenefits By Design (BBD)Building and Using a Plan Administrators ChecklistDave Patriarche – CGIB
June 2018–TorontoGroup Force Benefits Inc.Medical Marijuana – An HR Perspective – Are You Ready?
The Pills that Killed the Plan (Not) – Prozac to Pot
Adding Value to your Benefit Clients		Jason Fleming – MedReleaf;
David Patriarche – CGIB
May 2018–TorontoMaximum BenefitG19 Compensation Disclosure – An Update
When a Disability Claim Goes Wrong
Avoiding the Disability Claim Going Wrong		Erica Hiemstra – CLHIA;
David Share – Share Lawyers;
Liz Scott – Organizational Solutions
February 2018–TorontoHavern Benefits StrategiesWhat Happens When an Employer Asks About a Drug Claim?Suzanne Lepage – Private Health Plan Strategist;
Blair Rutledge – Cameron Stewart Life Science
November 2017–TorontoThe Benefits TrustEmployment Law Update: Existing Statutory Obligations and New Obligations Under Bill 148
Employer Policy Changes, Updated Leaves, Increasing Minimum Wage and More		George Vassos – Littler Global;
Bonni Titgemeyer – The Employers’ Choice Inc.
November 2017–TorontoMaximum BenefitThe Ontario Exceptional Access Drug (EAP) Program is Improving
Threats/Challenges to your Business		Richard D’Iorio – Ministry of Health and Long-Term Care;
Chris Bonnett – H3 Consulting;
Denise Balch – Connex Health;
Dave Patriarche – Mainstay Insurance Brokerage Inc.;
Joan Weir – CLHIA
October 2017–TorontoEquitable Life – My Flex BenefitsCustomer Relationship Management (CRM) Tools and Why YOU Need Them
Changing Tech and the Things Brokers NEED to Know		Aly Dhalla – Finaeo;
Julie Einarson – BBD;
Chris Gory – Insurance Portfolio
June 2017–TorontoGroupQuest Benefit ResourcesBenefit Plan Renewals
Top 20 NEW Things Brokers Need to Know		Al Kaminskas – Net Worth;
Jeremy Stankov – PBL;
Dave Patriarche – Mainstay Insurance Brokerage Inc.
May 2017–TorontoBenefitsGenius.caManaging Benefit Risk, Employment Law
Roles and Responsibilities of the Benefits Business		George Vassos – Littler Global;
Mark Sylvia – Empire;
Brent Collett – GWL;
Rob Crowder – The Benefits Trust;
Allan Sabat – Consulting House
March 2017–TorontoPPI BenefitsOntario Assistive Devices Program
Selling Value, Not Just Price		Joan Stevens – Ontario MOH&LTC;
Dave Patriarche – Mainstay Insurance Brokerage Inc.
December 2016–TorontoMainstay InsuranceBuilding and Using a Plan Admin ChecklistDave Patriarche – Mainstay Insurance Brokerage Inc.
November 2016–TorontoEquitable LifeA Broker Panel: Present and Future, Where Are We Going?
The Ontario Trillium Drug Program – A Refresher		Sophia Nizamuddin;
Tim Spark;
Peter Demangos;
Jay Sharkey;
Menzies Jardine – Ministry of Health & Long-Term Care
October 2016–TorontoGroupQuestFraud, Waste and Abuse in Health Care
Amending Contracts – Why Can’t Insurers Wait Until Renewal?		Joel Alleyne – Alleyne Inc.;
Dave Patriarche – Mainstay Insurance Brokerage Inc.
September 2016WorkshopTorontoBBDBuilding and Using a Plan Admin ChecklistDave Patriarche – Mainstay Insurance Brokerage Inc.
June 2016–TorontoAssocium, MDMUnderstanding the Divide Between Short-Term and Long-Term DisabilityDisability Claims – Looking Behind the Curtain;
Penny Buckner – Disability Management Consultant;
Peter Gove – Green Shield Canada
April 2016–TorontoCarePathGroup Benefits – Back to Basics
The Death of a Salesman
HR & Administration Issues around Benefits		Harry Matheis – Matheis Financial Group;
Joanne Patriarche – Apotex Inc.;
Dave Patriarche – Mainstay Insurance Brokerage Inc.
March 2016–TorontoMaximum BenefitFood For Thought When Implementing Drug Plan Changes
Drug Caps? Do We or Don’t We?		Suzanne Lepage – Private Health Plan Strategist;
Margie Lambert – CIB Financial Services Inc.;
Chris Pryce – Human Capital Benefits

DateTypeLocationSponsor(s)Topic(s)Speaker(s)
December 2015–TorontoCIGNAA Year in Review
TPA’s, the New Reality		Dave Patriarche – Mainstay Insurance Brokerage Inc.;
Scott Southward – BBD
October 2015–TorontoMaximum BenefitLegal Issues for Advisors
Employer Liability in Plan Administration		Jim Bullock – Expert Witness;
Elizabeth Forster – Blaney McMurtry LLP
September 2015–TorontoEquitableBuilding and Using a Plan Admin ChecklistDave Patriarche – Mainstay Insurance Brokerage Inc.
June 2015–TorontoBenecaidBuying and Selling a Group BusinessAdrian Chandran – BMO;
Roberta Tasson – Magnes Group;
Glenn Pittman – PeopleCorp
May 2015–TorontoBeneplanRising Drug Costs
Ontario Trillium Drug Plan		Barb Martinez – Great-West Life;
Cathy Fuchs – White Willow;
Rob Campbell – MOHLTC – EAP
March 2015–TorontoGroupQuestBuilding a Group Business
Best Practices in Group Insurance		Chris Gory – Insurance Portfolio;
Dave Patriarche – Mainstay Insurance Brokerage Inc.;
Jeff Stinchcombe – PeopleCorp/HSP;
Drew Hubbard – Hubbard Financial
November 2014–TorontoGroup ForceWhat You Miss May Be What Gets You!
A Unique Perspective on the Business of Dentistry		Dave Patriarche – Mainstay Insurance Brokerage Inc.;
Dr. Rollin Matsui D.D.S., LL.B.
October 2014–TorontoNFPGroup MGA’s – What They Offer, Who They Are, How They Work and MoreNeil Iddon – Associum Partners;
Mario Malatesta – GroupQuest Benefit Resources Inc.;
Vince Carmada – Group Force Benefits Inc.
June 2014–Toronto–Associum Group GuruMarketing Group Insurance – A Marketing Package
Educational Seminars, Staying Top of Mind, Centres of Influence, Why We Blog?		Nick Acocella – ProBenefits;
Zoltan Barzso – Accurate Design Benefits;
Peter Demangos – PDF Financial;
Jennifer Estall – WSC Insurance;
Bill Zolis – The Callery Group
April 2014–TorontoMerckPrivate Insurance Spending on Drugs, Dental & Vision in Canada
Selling Value, Not Just Price		Brett Skinner – Health & Economic Policy – Rx&D;
Dave Patriarche – Mainstay Insurance Brokerage Inc.
March 2014–TorontoManulife FinancialGroup: Then and Now + Small Group Renewals
Patient Choice Cards – Pros & Cons – A Discussion		Mike Duggan – Duggan Insurance;
Bill Adams – Smart STI;
Jeff Connell – CGPA
November 2013–TorontoWellknit, Shepell-fgiCLHIA Drug Policy & Pooling Report
Trillium: Where Are We Now?		Stephen Frank – CLHIA;
Shirley Leong – CDIPC;
Barb Martinez – Great-West Life;
Dave Patriarche – Mainstay Insurance Brokerage Inc.
October 2013–TorontoCharter RXChanging Travel Coverage
Benefit Plans & CRA IT Bulletins		Robin Ingle – Ingle International;
Scott Maclagan – Maclagan Inc.
June 2013–TorontoWawanesa3 Companies, 3 Plans, 3 Stories
CRA Changes on Independent Contractors		A Panel of Policy Holders;
Dave Patriarche – Mainstay Insurance Brokerage Inc.
April 2013–TorontoESORSE Corp.Building and Using a Plan Admin ChecklistDave Patriarche – Mainstay Insurance Brokerage Inc.
March 2013–TorontoMaximum BenefitA Pound of Cure
An Ounce of Prevention		Allan Stordy – Arete Human Resources Inc.;
Chris Bonnett – H3 Consulting
November 2012–TorontoBBDLong Term Disability Pricing – How It Works
Forecasting or Fortune Telling – Things to Consider		Ron Smitko – SSQ Financial Group;
Dave Patriarche – Mainstay Insurance Brokerage Inc.
October 2012–TorontoAccertaEmployer Liability in Plan Administration
Human Rights Issues in Insurance		Elizabeth Forster – Blaney McMurtry LLP;
Maria Kotsopolus – Blaney McMurtry LLP
June 2012–TorontoMaximum BenefitThe New WSIB – Surviving the Changes
Avoiding Fraud in Employee Benefits		Dr. Liz R. Scott PhD – Organizational Solutions Inc.;
Joel Alleyne – Canadian Health Care Anti-Fraud Association
April 2012–TorontoWawanesaOverview of Private Payer Drug Pooling Framework
Ontario Trillium Drug Program		Stephen Frank – CLHIA;
Doug Whitefield – Exceptional Access Program Branch, MOHLTC
March 2012–TorontoEmpire LifeHow to Have a Successful Renewal and Keep your ClientsDave Patriarche & Tammy Rahman
November 2011–TorontoMainstayWritten Employment Contracts
‘Independent Contractors’ – Offers, Terms & Independent Contractors		William Anderson – Blaney McMurtry LLP;
Barry Prentice – Blaney McMurtry LLP;
Dave Patriarche – Mainstay Insurance Brokerage Inc.
October 2011–TorontoMainstayDrug Cost Issues Faced by Plan SponsorsMike Sullivan – Cubic Health Inc.
May 2011–TorontoAccertaBuilding and Using a Plan Admin ChecklistDave Patriarche – Mainstay Insurance Brokerage Inc.
April 2011–TorontoMaximum BenefitAdministrative Services Only – ASO
The Illness Continuum – Approvals, Pitfalls & Perils		Craig Terry – Corporate Benefit Consult.;
Dr. Liz Scott – Organizational Solutions Inc.
March 2011–TorontoEmpire LifeGroup Insurance Policies & ContractsDave Patriarche – Mainstay Insurance Brokerage Inc.
November 2010–TorontoNorfolk MobilityOntario AD Program
Good Faith Claims		Joan Stevens – Ministry of Health;
Rod Winsor – Blaney McMurtry
October 2010–TorontoAccertaGroup Travel InsuranceRobin Ingle – Ingle Intl.
June 2010–TorontoAssociumTrillium Program
E&O Claims		Doug Whitefield – Exceptional Access Program MOHLTC;
Roger Horst – Blaney McMurtry
May 2010–TorontoAccertaBuilding and Using a Plan Admin ChecklistDave Patriarche – Mainstay Insurance Brokerage Inc.
April 2010–TorontoMainstayMarketing Group
Life After Work		Dave Patriarche – Mainstay Insurance Brokerage Inc.;
Joan Lowden
March 2010–TorontoEmpire LifeTechnology
Effective Communications		Dave Patriarche – Mainstay Insurance Brokerage Inc.;
Joan Lowden
October 2009–TorontoMainstayBuilding and Using a Plan Admin ChecklistDave Patriarche – Mainstay Insurance Brokerage Inc.
September 2009–TorontoEmpire LifeLiability in Benefit Administration
LTD Benefits		Elizabeth Forster – Blaney McMurtry;
Lawrence Ian Geller – Geller Insurance Agencies Ltd.
April 2009–TorontoMainstayBuilding and Using a Plan Admin ChecklistDave Patriarche – Mainstay Insurance Brokerage Inc.