cgib.ca

Past Seminars

Date / Sponsor

Topic(s)

Speaker(s)

April 2009
Mainstay

Building & Using a Plan Admin. Checklist

Dave Patriarche, Mainstay Insurance


Sept 2009
Empire Life

Liability in Benefit Admin.
LTD Benefits

Elizabeth Forster, Blaney McMurtry
Lawrence Ian Geller


October 2009
Mainstay

Building & Using a Plan Admin. Checklist

Dave Patriarche, Mainstay Insurance


March 2010
Empire Life

Technology
Effective Communications

Dave Patriarche, Mainstay Insurance
Joan Lowden


April 2010
Mainstay

Marketing Group
Life After Work

Dave Patriarche, Mainstay Insurance
Joan Lowden


May 2010
Accerta

Building & Using a Plan Admin. Checklist

Dave Patriarche, Mainstay Insurance


June 2010
Associum

Trillium Program E&O Claims

Doug Whitefield, Exceptional Access Program MOHLTC
Roger Horst, Blaney McMurtry


October 2010
Accerta

Group Travel Insurance

Robin Ingle, Ingle Intl.


Nov 2010
Norfolk Mobility

Ontario ADProgram
Good Faith Claims

Joan Stevens, Min. of Health
Rod Winsor, Blaney McMurtry


March 2011
Empire Life

Group Insurance Policies & Contracts

Dave Patriarche, Mainstay Insurance


April 2011
Maximum Benefit

Administrative Services Only- ASO
The Illness Continuum- Approvals, Pitfalls & Perils

Craig Terry, Corporate Benefit Consult.
Dr.Liz Scott, Organizational Solutions Inc.


May 2011
Accerta

Building & Using a Plan Admin. Checklist

Dave Patriarche, Mainstay Insurance


October 2011
Mainstay

Drug Cost Issues faced by Plan Sponsors

Mike Sullivan, Cubic Health Inc.


November 2011
Mainstay

Written Employment Contracts
‘Independent Contractors’
Offers, Terms & Independent Contractors

William Anderson, Blaney McMurtry LLP
Barry Prentice, Blaney McMurtry LLP
Dave Patriarche, Mainstay Insurance


March 2012
Empire Life

How to Have a Successful Renewal and Keep your Clients

Dave Patriarche & Tammy Rahman


April 2012
Wawanesa

Overview of Private Payer Drug Pooling Framework
Ontario Trillium Drug Program

Stephen Frank, CLHIA
Doug Whitefield, Exceptional Access Program Branch MOHLTC


June 2012
Maximum Benefit

The 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


October 2012
Accerta

Employer Liability in Plan Administration
Human Rights issues in Insurance

Elizabeth Forster – Blaney McMurtry LLP
Maria Kotsopolus – Blaney McMurtry LLP


November 2012
BBD

Long Term Disability Pricing – How’s it work
Forecasting or Fortune Telling – Things to Consider

Ron Smitko – Senior Acct Exec with SSQ Financial Group
Dave Patriarche – Mainstay Insurance Brokerage


March 2013
Maximum Benefit

A Pound of Cure
An Ounce of Prevention

Allan Stordy – Arete Human Resources Inc.
Chris Bonnett – H3 Consulting


April 2013
ESORSE Corp.

Building & Using a Plan Admin. Checklist

Dave Patriarche, Mainstay Insurance


June 2013
Wawanesa

3 Companies, 3 Plans, 3 Stories
CRA changes on Independent Contractors

A panel of policy holders
Dave Patriarche – Mainstay Insurance


October 2013
Charter RX

Changing Travel Coverage
Benefit Plans & CRA IT Bulletins

Robin Ingle – Ingle Int’l.
Scott Maclagan – Maclagan Inc.


November 2013
Wellknit
Shepell-fgi

CLHIA Drug Policy & Pooling Report
Trillium: Where are we now?

Stephen Frank- CLHIA,
Shirley Leong – CDIPC
Barb Martinez – GWL
Dave Patriarche – Mainstay


March 2014
Manulife Financial

Group: Then and Now + Small Group Renewals
Patient Choice Cards – Pros & Cons – A discussion

Mike Duggan – Duggan Insur.,
Bill Adams – Smart STI
Jeff Connell – CGPA


April 2014
Merck

Private Insurance Spending on Drugs, Dental & Vision in Canada
Selling Value, NOT Just Price

Brett Skinner – Health &
Economic Policy – Rx&D
Dave Patriarche – Mainstay


June 2014
Associum Group Guru

Marketing Group Insurance
A Marketing Package
Educational Seminars
Staying Top of Mind
Centres of influence
WHY we blog?

Nick Acocella – ProBenefits
Zoltan Barzso – Accurate Design
Peter Demangos – PDF Financial
Jennifer Estall – WSC Insurance
Bill Zolis – The Callery Group


October 2014
NFP

Group MGA’s
What they offer, Who they are,
How they work and more

Neil Iddon – Associum Partners
Mario Malatesta – GroupQuest Benefits Resources Inc.
Vince Carmada – Group Force Benefits inc.


November 2014
Group Force

What You Miss, May Be What Gets You!
A Unique Perspective on the Business of Dentistry

Dave Patriarche – Mainstay
Dr. Rollin Matsui D.D.S., LL.B


March 2015
Group Quest

Building a Group Business
Best Practices in Group Insurance

Chris Gory – Insurance Portfolio
Dave Patriarche – Mainstay Insur.
Jeff Stinchcombe – Peoplecorp/HSP
Drew Hubbard – Hubbard Financial


May 2015
Beneplan

Rising Drug Costs

Ontario Trillium Drug Plan

Barb Martinez – Great West Life
Cathy Fuchs- White Willow
Rob Campbell – MOHLTC – EAP


June 2015
Benecaid

Buying & Selling a Group Business

Adrian Chandran – BMO
Roberta Tasson- Magnes Group
Glenn Pittman – PeopleCorp


September 2015
Equitable

Building & Using a Plan Admin. Checklist

Dave Patriarche – Mainstay Insurance


October 2015
Maximum Benefit

Legal Issues for Advisors

Employer Liability in Plan Admin.

Jim Bullock – Expert Witness
Elizabeth Forster- Blaney McMurtry LL.P


December 2015
CIGNA

A Year in Review

TPA’s, the new reality

Dave Patriarche – Mainstay
Scott Southward – BBD


March 2016
Maximum Benefit

Food 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


April 2016
CarePath

Group 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


June 2016
Associum/MDM

Understanding the Divide Between Short-Term and Long-Term Disability

Disability Claims – Looking Behind the Curtain

Penny Buckner
Disability Management Consultant

Peter Gove
Green Shield Canada


September 2016
BBD

Building & Using a Plan Admin. Checklist

Dave Patriarche
Mainstay Insurance


October 2016
Group Quest

Fraud, 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.


November 2016
Equitable Life

A 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 – Senior Manager – Ministry of Health & Long-Term Care


December 2016
Mainstay Insurance

Building & Using a Plan Admin. Checklist

Dave Patriarche
Mainstay Insurance


March 2017
PPI Benefits

Ontario Assistive Devices Program

Selling Value, Not just Price

Joan Stevens – Ontario MOH&LTC

Dave Patriarche
Mainstay Insurance


May 2017
BenefitsGenius.ca

Managing Benefit Risk, Employment Law

Roles and Responsibilities of the Benefits Business

George Vassos – Littler Global

Mark Sylvia – Empire, Brent Collett – GWL, Rob Crowder – Benefits trust, Allan Sabat – Consulting House


June 2017
Group Quest Benefit Resources

Benefit Plan Renewals

Top 20 NEW Things Brokers Need to Know

Al Kaminstkas – Net Worth Jeremy Stankov – PBL

Dave Patriarche
Mainstay Insur. Broker.