CGIB Event Calendar

CGIB seminars will have a different look for 2020…

  • We are starting seminars in both Calgary and Vancouver and these will be an annual events if attendance is good, so please spread the word.
  • We are moving to a FULL-DAY seminar format so you can book for breakfast and the morning session, OR lunch and the afternoon session OR both. 
  • Each speaker provides a useful handout you can use in your practice today.
  • We will continue to be the most thought provoking, benefit focussed, advisor aimed, interactive educational events in Canada.

“Amazing seminar yesterday.

I think the best education is education that you APPLY and build into your business processes immediately. I have spent the entire day creating disclosures that will help clients get coverage that they can rely on, while protecting me from unnecessary liability.

Thank you for making me a better broker!”                RK – Advisor & CGIB Member

Sep
16
Wed
Plan Administration Checklist Workshop @ Paramount EventSpace
Sep 16 @ 8:00 am – 2:00 pm

BACK BY POPULAR DEMAND 

“Building and Using a Plan Administrator Checklist”

Dave Patriarche – President, Mainstay Insurance Brokerage Inc.

More Info/Register

This seminar is a must for those who specialize in employee benefits or that want to. Hundreds of brokers have attended this seminar with many making it an integral part of their business practices.

We will help you create a checklist to utilize when you install new cases, train new plan administrators and conduct client renewals. Information reviewed will include: taxation, privacy, administration, HR issues and other items that will help reduce both broker and client liability. The content will help you add more value to your client relationships and help to move the discussion away from price to one of added value.

If you have not attended this seminar in the past, now is the time.  If you have staff that are involved in the administration of plans, then you will want to make sure they are at this event.

We guarantee that you will learn things to help attract new clients, maintain existing relationships and improve your practice.


4.0 CE credits will be available to those that attend the FULL event.


PLEASE NOTE:  This event will include a boxed continental breakfast and boxed lunch with soup salad and sandwich in order to comply with regulations around food handling and delivery. Hand sanitizer will be available throughout the venue.


ALL ATTENDEES WILL BE REQUIRED TO BRING & WEAR MASKS DURING THE EVENT

More Info/Register


Sponsored by:

 

 

 

Please take a moment to learn more about them.

Sep
22
Tue
September CGIB Calgary Seminar @ Best Western Premier Calgary Plaza Hotel & Conference Centre
Sep 22 @ 8:00 am – 5:00 pm

More Info/Register

Agenda: 

8:00 – 8:30 am         Registration, Breakfast and Networking

8:30 – 11:00 am      Employment Law – The Risks Employers Face in Benefits – Shane King – McLeod Law LLP

11:00 – 12:00 am     An advisors perspective – Lori Power – MP Benefits Inc.

12:00- 1:00 pm        Lunch and open discussion – What matters to you.

1:00 – 3:15 pm      Building and Using a Plan Administration Checklist – Dave Patriarche – Mainstay

3:25 – 4:30 pm      When Tech meets Benefits – Chris Gory – IPFS

5:00 – 6:00 pm        Networking & Craft Beer compliments of CGIB

Sponsored By: CLICK HERE

More Info/Register

Sep
24
Thu
September CGIB Vancouver Seminar @ SANDMAN SIGNATURE VANCOUVER HOTEL & RESORT
Sep 24 @ 8:00 am – 5:00 pm

More Info/Register

Agenda: 

8:00 – 8:30am         Registration, Breakfast and Networking

8:30 – 10:50 am      Employment Law – The Risks Employers Face in Benefits – Cameron R. Wardell – Mathews, Dinsdale & Clark LLP

11:00 – 12:00 am     An advisors perspective – Laurie MacNeil – MacNeil Benefits

12:00- 1:00 pm        Lunch and open discussion – What matters to you.

1:00 – 3:00 pm       Building and Using a Plan Administration Checklist – Dave Patriarche – Mainstay

3:25 – 4:30 pm         When Tech meets Benefits – Chris Gory – IPFS

5:00 – 6:00 pm        Networking & Craft Beer? compliments of CGIB

Sponsored By: CLICK HERE

More Info/Register

Nov
4
Wed
November CGIB Toronto Seminar @ Paramount EventSpace
Nov 4 @ 8:00 am – 5:00 pm

Agenda: 

Senior Advisor Panel: Doing Business.  How you do it.  The challenges, opportunities and steps to success.

Gord Cowan – Former Pres. & Owner of GPS Consulting Group

Chris Pryce – Human Capital Benefits

Lynn Wintraub – Win-Life Insurance Agencies Inc


TO BE CONFIRMED


Dental in Ontario – Increasing claims, Fee Guides & Fraud

Ontario Dental Association – Speaker to be determined.


Questioning Techniques – Aligning Clients and Advisors

Rob Crowder – The Benefits Trust


COSTS

MEMBERS & GUESTS: $95 Breakfast and morning session, $115 for lunch and afternoon session, $200 for FULL DAY (includes HST #815938600)

NON- MEMBERS: $195 Breakfast and morning session, $215 for lunch and afternoon session, $400 for FULL DAY (includes HST #815938600)


SPONSORS

 


 

Mar
3
Wed
March CGIB Toronto Seminar @ Paramount EventSpace
Mar 3 @ 8:00 am – 5:00 pm

Junior Advisor Panel: Doing Business.  How you do it?  The challenges, opportunities and steps to success.

Sam Bligh – Harry James Group

Maureen Campbell – Flashlite Benefits

Sam Pasternak – Alliance Income

Simon Reyers- Fairway Benefit Solutions


Errors and Omissions Insurance

Roberta Tasson – The Magnes Group


Shared Experience How companies see renewals & employers view disability &  We used to get sued…how we fixed that

Yafa Sakkejha – Beneplan


COSTS

MEMBERS & GUESTS: $95 Breakfast and morning session, $115 for lunch and afternoon session, $200 for FULL DAY (includes HST #815938600)

NON- MEMBERS: $195 Breakfast and morning session, $215 for lunch and afternoon session, $400 for FULL DAY (includes HST #815938600)


SPONSORS