Past Seminars

Date Nov-17
Sponsor The Benefits trust
Topic(s) EMPLOYMENT LAW UPDATE: Existing Statutory Obligations
And New Employment Standards Obligations Under Bill 148 (Jan 1 / 18)
Employer Policy Changes, Updated Leaves, Increasing Minimum Wage and more
Speaker(s) George Vassos – Littler Global
Bonni Titgemeyer – The Employers’ Choice Inc.
Date Nov-17
Sponsor Maximum Benefit
Topic(s) The Ontario Exceptional Access Drug (EAP) Program is Improving
Threats/Challenges to your Business
Speaker(s) 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
Date Oct-17
Sponsor Equitable Life – My Flex Benefits
Topic(s) Customer Relationship Management (CRM) Tools and Why YOU Need Them
Changing Tech and the Things Brokers NEED to Know
Speaker(s) Aly Dhalla – Finaeo
Julie Einarson – BBD
Chris Gory – Insurance Portfolio
Date Jun-17
Sponsor Group Quest Benefit Resources
Topic(s) Benefit Plan Renewals
Top 20 NEW Things Brokers Need to Know
Speaker(s) Al Kaminstkas – Net Worth, Jeremy Stankov – PBL
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date May-17
Sponsor BenefitsGenius.ca
Topic(s) Managing Benefit Risk, Employment Law
Roles and Responsibilities of the Benefits Business
Speaker(s) George Vassos – Littler Global
Mark Sylvia – Empire, Brent Collett – GWL, Rob Crowder – Benefits trust, Allan Sabat – Consulting House
Date Mar-17
Sponsor PPI Benefits
Topic(s) Ontario Assistive Devices Program
Speaker(s) Selling Value, Not just Price
Joan Stevens – Ontario MOH&LTC
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Dec-16
Sponsor Mainstay Insurance
Topic(s) Building & Using a Plan Admin. Checklist
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Nov-16
Sponsor Equitable Life
Topic(s) A Broker Panel: Present and Future, Where are we going?
The Ontario Trillium Drug Program – a Refresher
Speaker(s) Sophia Nizamuddin, Tim Spark, Peter Demangos, Jay Sharkey
Menzies Jardine – Ministry of Health & Long-Term Care
Date Oct-16
Sponsor Group Quest
Topic(s) Fraud, Waste and Abuse in Health Care
Amending Contracts – Why Can’t Insurers Wait Until Renewal?
Speaker(s) Joel Alleyne – Alleyne Inc.
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Sep-16
Sponsor BBD
Topic(s) Building & Using a Plan Admin. Checklist
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Jun-16
Sponsor Associum/MDM
Topic(s) Understanding the Divide Between Short-Term and Long-Term Disability
Speaker(s) Disability Claims – Looking Behind the Curtain
Penny Buckner – Disability Management Consultant
Peter Gove – Green Shield Canada
Date Apr-16
Sponsor CarePath
Topic(s) Group Benefits – Back to Basics
The Death of a Salesman
HR & Administration Issues around Benefits
Speaker(s) Harry Matheis – Matheis Financial Group
Joanne Patriarche – Apotex Inc.
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Mar-16
Sponsor Maximum Benefit
Topic(s) Food For Thought When Implementing Drug Plan Changes
Drug Caps? Do We or Don’t We?
Speaker(s) Suzanne Lepage – Private Health Plan Strategist
Margie Lambert – CIB Financial Services Inc.
Chris Pryce – Human Capital Benefits
Date Dec-15
Sponsor CIGNA
Topic(s) A Year in Review
TPA’s, the new reality
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Scott Southward – BBD
Date Oct-15
Sponsor Maximum Benefit
Topic(s) Legal Issues for Advisors
Employer Liability in Plan Admin.
Speaker(s) Jim Bullock – Expert Witness
Elizabeth Forster – Blaney McMurtry LL.P
Date Sep-15
Sponsor Equitable
Topic(s) Building & Using a Plan Admin. Checklist
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Jun-15
Sponsor Benecaid
Topic(s) Buying & Selling a Group Business
Speaker(s) Adrian Chandran – BMO
Roberta Tasson- Magnes Group
Glenn Pittman – PeopleCorp
Date May-15
Sponsor Beneplan
Topic(s) Rising Drug Costs
Ontario Trillium Drug Plan
Speaker(s) Barb Martinez – Great West Life
Cathy Fuchs – White Willow
Rob Campbell – MOHLTC – EAP
Date Mar-15
Sponsor Group Quest
Topic(s) Building a Group Business
Best Practices in Group Insurance
Speaker(s) Chris Gory – Insurance Portfolio
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Jeff Stinchcombe – Peoplecorp/HSP
Drew Hubbard – Hubbard Financial
Date Nov-14
Sponsor Group Force
Topic(s) What You Miss, May Be What Gets You!
A Unique Perspective on the Business of Dentistry
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Dr. Rollin Matsui D.D.S., LL.B
Date Oct-14
Sponsor NFP
Topic(s) Group MGA’s
What they offer, Who they are,
How they work and more
Speaker(s) Neil Iddon – Associum Partners
Mario Malatesta – GroupQuest Benefits Resources Inc.
Vince Carmada – Group Force Benefits inc.
Date Jun-14
Sponsor Associum Group Guru
Topic(s) Marketing Group Insurance
A Marketing Package
Educational Seminars
Staying Top of Mind
Centres of influence
WHY we blog?
Speaker(s) Nick Acocella – ProBenefits
Zoltan Barzso – Accurate Design Benefits
Peter Demangos – PDF Financial
Jennifer Estall – WSC Insurance
Bill Zolis – The Callery Group
Date Apr-14
Sponsor Merck
Topic(s) Private Insurance Spending on Drugs, Dental & Vision in Canada
Selling Value, NOT Just Price
Speaker(s) Brett Skinner – Health &
Economic Policy – Rx&D
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Mar-14
Sponsor Manulife Financial
Topic(s) Group: Then and Now + Small Group Renewals
Patient Choice Cards – Pros & Cons – A discussion
Speaker(s) Mike Duggan – Duggan Insurance
Bill Adams – Smart STI
Jeff Connell – CGPA
Date Nov-13
Sponsor Wellknit
Shepell-fgi
Topic(s) CLHIA Drug Policy & Pooling Report
Trillium: Where are we now?
Speaker(s) Stephen Frank- CLHIA
Shirley Leong – CDIPC
Barb Martinez – GWL
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Oct-13
Sponsor Charter RX
Topic(s) Changing Travel Coverage
Benefit Plans & CRA IT Bulletins
Speaker(s) Robin Ingle – Ingle Int’l.
Scott Maclagan – Maclagan Inc.
Date Jun-13
Sponsor Wawanesa
Topic(s) 3 Companies, 3 Plans, 3 Stories
CRA changes on Independent Contractors
Speaker(s) A panel of policy holders
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Apr-13
Sponsor ESORSE Corp.
Topic(s) Building & Using a Plan Admin. Checklist
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Mar-13
Sponsor Maximum Benefit
Topic(s) A Pound of Cure
An Ounce of Prevention
Speaker(s) Allan Stordy – Arete Human Resources Inc.
Chris Bonnett – H3 Consulting
Date Nov-12
Sponsor BBD
Topic(s) Long Term Disability Pricing – How’s it work
Forecasting or Fortune Telling – Things to Consider
Speaker(s) Ron Smitko – Senior Acct Exec with SSQ Financial Group
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Oct-12
Sponsor Accerta
Topic(s) Employer Liability in Plan Administration
Human Rights issues in Insurance
Speaker(s) Elizabeth Forster – Blaney McMurtry LLP
Maria Kotsopolus – Blaney McMurtry LLP
Date Jun-12
Sponsor Maximum Benefit
Topic(s) The New WSIB – Surviving the Changes
Avoiding Fraud in Employee Benefits
Speaker(s) Dr. Liz R. Scott PhD. – Organizational Solutions Inc.
Joel Alleyne – Canadian Health Care Anti-fraud Association
Date Apr-12
Sponsor Wawanesa
Topic(s) Overview of Private Payer Drug Pooling Framework
Ontario Trillium Drug Program
Speaker(s) Stephen Frank – CLHIA
Doug Whitefield – Exceptional Access Program Branch MOHLTC
Date Mar-12
Sponsor Empire Life
Topic(s) How to Have a Successful Renewal and Keep your Clients
Speaker(s) Dave Patriarche & Tammy Rahman
Date Nov-11
Sponsor Mainstay
Topic(s) Written Employment Contracts
‘Independent Contractors’
Offers, Terms & Independent Contractors
Speaker(s) William Anderson – Blaney McMurtry LLP
Barry Prentice – Blaney McMurtry LLP
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Oct-11
Sponsor Mainstay
Topic(s) Drug Cost Issues faced by Plan Sponsors
Speaker(s) Mike Sullivan – Cubic Health Inc.
Date May-11
Sponsor Accerta
Topic(s) Building & Using a Plan Admin. Checklist
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Apr-11
Sponsor Maximum Benefit
Topic(s) Administrative Services Only- ASO
The Illness Continuum- Approvals, Pitfalls & Perils
Speaker(s) Craig Terry – Corporate Benefit Consult.
Dr.Liz Scott – Organizational Solutions Inc.
Date Mar-11
Sponsor Empire Life
Topic(s) Group Insurance Policies & Contracts
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Nov-10
Sponsor Norfolk Mobility
Topic(s) Ontario ADProgram
Good Faith Claims
Speaker(s) Joan Stevens – Ministry of Health
Rod Winsor – Blaney McMurtry
Date Oct-10
Sponsor Accerta
Topic(s) Group Travel Insurance
Speaker(s) Robin Ingle – Ingle Intl.
Date Jun-10
Sponsor Associum
Topic(s) Trillium Program E&O Claims
Speaker(s) Doug Whitefield – Exceptional Access Program MOHLTC
Roger Horst – Blaney McMurtry
Date May-10
Sponsor Accerta
Topic(s) Building & Using a Plan Admin. Checklist
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Apr-10
Sponsor Mainstay
Topic(s) Marketing Group
Life After Work
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Joan Lowden
Date Mar-10
Sponsor Empire Life
Topic(s) Technology
Effective Communications
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Joan Lowden
Date Oct-09
Sponsor Mainstay
Topic(s) Building & Using a Plan Admin. Checklist
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.
Date Sep-09
Sponsor Empire Life
Topic(s) Liability in Benefit Admin.
LTD Benefits
Speaker(s) Elizabeth Forster – Blaney McMurtry
Lawrence Ian Geller – Geller Insurance Agencies Ltd.
Date Apr-09
Sponsor Mainstay
Topic(s) Building & Using a Plan Admin. Checklist
Speaker(s) Dave Patriarche – Mainstay Insurance Brokerage Inc.