Date | May-24 – FULL DAY EVENT – Toronto |
Sponsor | Maximum Benefit/MEDCAN/PeopleCorp/Arcora/Simply Benefits |
Topic(s) | Employee Benefit Plan Renewals Everything You've Ever Wanted to Know About Long-Term Disability Claims Navigating the Canadian Drug Space |
Speaker(s) | Suzanne Lepage - Private Health Plan Strategist Dave Patriarche - Mainstay/CGIB |
Date | May-24 – FULL DAY EVENT – Toronto |
Sponsor | The Benefits Trust/ Mapol/ National Health Claim/RMA, Inc./Simply Benefits |
Topic(s) | Employee Benefit Plan Renewals Navigating the Canadian Drug Space |
Speaker(s) | Anthony Feher |
Date | March-24 – WORKSHOP – Halifax |
Sponsor | PC-GroupQuest |
Topic(s) | Building and Using a Plan Administration Checklist |
Speaker(s) | Dave Patriarche - Mainstay Insurance |
Date | November-23 – FULL DAY EVENT – Toronto |
Sponsor | National Health Claim/medcan/PC-GroupQuest / Maximum Benefit |
Topic(s) | The People behind the Claims Creative Plan Designs Client Leadership A Year in Review and a Look Forward |
Speaker(s) | Hilary Ballantyne Gordon Hart & Gavin Mosley - Selectpath / Mosley Benefits Brad Kotowich - Focussed Leadership Group Dave Patriarche - Mainstay Insurance |
Date | October-23 – WORKSHOP – Vancouver |
Sponsor | Best Doctors Insurance |
Topic(s) | Building and Using a Plan Administration Checklist |
Speaker(s) | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
Date | May-23 – WORKSHOP – Toronto |
Sponsor | PC-GroupQuest |
Topic(s) | Building and Using a Plan Administration Checklist |
Speaker(s) | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
Date | April-23 – WORKSHOP – Toronto |
Sponsor | Best Doctors Insurance |
Topic(s) | Building and Using a Plan Administration Checklist Ontario Employment Law Update |
Speaker(s) | Dave Patriarche – Mainstay Insurance Brokerage Inc. Aleksandra Pressey - Williams HR Law LLP |
Date | October-22 – FULL DAY EVENT – Toronto |
Sponsor | PC-GroupQuest / Maximum Benefit / Vumi Canada / Business Career College |
Topic(s) | Know Your (Group) Client Selling on Value, not just Price Changes in the Dental space in Ontario Disability cases gone wrong |
Speaker(s) | Rob Crowder - The Benefits trust Dave Patriarche - Mainstay Insurance Brokerage Inc. Dr. David Stevenson - Ontario Dental Association David Share - Share Lawyers |
Date | October-22 – FULL DAY EVENT – Vancouver |
Sponsor | PC-GroupQuest / Equitable / Maximum Benefit / Business Career College |
Topic(s) | Selling on Value, not just Price Concerning trends in benefits Employment Law update Building a practice, being approached, and then merging. Is there life after? |
Speaker(s) | Dave Patriarche – Mainstay Insurance Dave Patriarche – Mainstay Insurance Cameron R. Wardell – Mathews, Dinsdale & Clark LLP Derrek Quon - Arbutus Financial Services Ltd |
Date | October-22 – FULL DAY EVENT – Calgary |
Sponsor | PC-GroupQuest / Equitable / Maximum Benefit / Business Career College |
Topic(s) | Selling on Value, not just Price Concerning trends in benefits Employment Law update; Ethics in Group benefits |
Speaker(s) | Dave Patriarche – Mainstay Insurance Dave Patriarche – Mainstay Insurance Shane King – McLeod Law LLP Jason Watt – Business Career College |
Date | March-22 – WORKSHOP – Toronto |
Sponsor | Desjardins |
Topic(s) | Building and Using a Plan Administration Checklist Ontario Employment Law Update |
Speaker(s) | Dave Patriarche – Mainstay Insurance Brokerage Inc. Aleksandra Pressey - Williams HR Law LLP |
Date | October-21 – FULL DAY EVENT – Toronto |
Sponsor | PocketPills |
Topic(s) | Benefit Advisor Panel An Employers View Everything about E&O |
Speaker(s) | Sarah Becker – Barill & Company Maureen Campbell - Flashlite Benefits Sam Pasternak - Alliance Income Yafa Sakkejha - Beneplan Roberta Tasson - Magnes Group |
Date | September-20 – FULL DAY EVENT – Vancouver |
Sponsor | GroupQuest/BBD/Equitable/Maximum |
Topic(s) | Employment Law – The Risks Employers Face in Benefits An advisors perspective Building and Using a Plan Administration Checklist When Tech meets Benefits |
Speaker(s) | Cameron R. Wardell – Mathews, Dinsdale & Clark LLP Laurie MacNeil – MacNeil Benefits Dave Patriarche – Mainstay Insurance Chris Gory – Orchard Benefits |
Date | September-20 – FULL DAY EVENT – Calgary |
Sponsor | GroupQuest/BBD/MP Benefits/Maximum |
Topic(s) | Employment Law – The Risks Employers Face in Benefits An advisors perspective Building and Using a Plan Administration Checklist When Tech meets Benefits |
Speaker(s) | Shane King – McLeod Law LLP Lori Power – MP Benefits Inc. Dave Patriarche – Mainstay Insurance Chris Gory – Orchard Benefits |
Date | September-20 – WORKSHOP |
Sponsor | Desjardins |
Topic(s) | Building and Using a Plan Administrators Checklist |
Speaker(s) | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
Date | March-20 – FULL DAY EVENT |
Sponsor | Beneplan – National HealthClaim – Business Career College |
Topic(s) | Employment 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 |
Speaker(s) | Laura K. Williams – Williams HR Law Professional Corporation Dave Patriarche – Mainstay Insurance Brokerage Inc. Mike Sullivan – Cubic Health Inc. Lawrence Ian Geller – Geller Insurance |
| |
Date | November-19 - FULL DAY EVENT – Toronto |
Sponsor | GroupQuest Benefit Resources |
Topic(s) | What’s the Future of Pharmacare? Advisor Risk & Liability, Where Insurers put your Client at Risk |
Speaker(s) | Marilee Mark – Marilee Mark Consulting Jim Bullock – Expert Witness Dave Patriarche – Mainstay Insurance Brokerage Inc. |
Date | October-19 |
Sponsor | The Benefits Trust |
Topic(s) | Group Benefits from a P&C perspective & Why I think change is your friend |
Speaker(s) | Blake Waddell – Waddell Insurance Dave Patriarche – Mainstay Insurance Brokerage Inc. |
Date | August-19 – WORKSHOP |
Sponsor | Best Doctors Insurance |
Topic(s) | Building and Using a Plan Administrators Checklist Workshop |
Speaker(s) | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
Date | June-19 |
Sponsor | Group Force Benefits Inc. |
Topic(s) | Benefits, Administration, & Communication – A Broker Panel |
Speaker(s) | Allison Brown – Thorpe Benefits / Michael Greenwood – Pelorus Chris Gory – Insurance Portfolio Financial Services Justin James – Harry James Group / Cheryl Jones (CJ) – Corporate Benefit Consult. |
Date | May-19 – WORKSHOP |
Sponsor | Best Doctors Insurance |
Topic(s) | Price vs Value & Adding Value using CGIB Workshop |
Speaker(s) | Dave Patriarche – Mainstay Insurance/CGIB |
Date | Apr-19 |
Sponsor | Maximum Benefit |
Topic(s) | Private Plan Drug Cost Drivers & Forecasting & Public/Private Payor Integration |
Speaker(s) | Joe Farago – Innovative Medicines Brad Millson – IQVIA Canada Denise Balch – Connex Health |
Date | Mar-19 |
Sponsor | Collage Technologies Inc. |
Topic(s) | Humans Behind the Benefits? |
Speaker(s) | Andrew Lawlor – Livewire Communications Inc. Bill Zolis – The Penmore Callery Group Denise Desrosiers – Human Resources Consultant Dave Patriarche – Canadian Group Insurance Brokers |
Date | Nov-18 |
Sponsor | Collage Technologies Inc.t |
Topic(s) | Generic Pricing Reductions and Biosimilars…Where employers can benefit CGIB survey results. Where are we and where are we going? |
Speaker(s) | Jim Keon – Canadian Generic Pharmaceutical Association (CGPA) Leigh Doyle – Digital Journal Group Dave Patriarche – Canadian Group Insurance Brokersh |
Date | Oct-18 |
Sponsor | GroupQuest/JungoHR |
Topic(s) | Your Clients Don’t Need a Golf Tournament. Give them HR Sharing the Client Experience – An HR Leaders view. |
Speaker(s) | Ariane Laird – ConnectsUs HR Sabrina Mattiucci, CHRL |
Date | Aug & Sep-18 – WORKSHOP |
Sponsor | Benefits By Design (BBD) |
Topic(s) | Building and using a Plan Administrators CheckList |
Speaker(s) | Dave Patriarche – CGIB |
Date | Jun-18 |
Sponsor | Group Force Benefits Inc. |
Topic(s) | Medical Marijuana – An HR Perspective – Are You Ready? The Pills that Killed the Plan (not) – Prozac to Pot & Adding Value to your Benefit Clients” |
Speaker(s) | Jason Fleming – Med Releaf David Patriarche – CGIB |
Date | May-18 |
Sponsor | Maximum Benefit |
Topic(s) | G19 Compensation Disclosure – An Update When a Disability Claim Goes Wrong Avoiding the Disability Claim going Wrong |
Speaker(s) | Erica Hiemstra – CLHIA - David Share – Share Lawyers Liz Scott – Organizational Solutions |
Date | Feb-18 |
Sponsor | Havern Benefits Strategies |
Topic(s) | What Happens When an Employer asks About a Drug Claim? |
Speaker(s) | Suzanne Lepage – Private Health Plan Strategist Blair Rutledge – Cameron Stewart Life Science |
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 Kaminskas – 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 Selling Value, Not just Price |
Joan Stevens – Ontario MOH<C 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 – WORKSHOP |
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. |