Past Seminars


DateSeptember-20 – FULL DAY EVENT – Vancouver
SponsorGroupQuest/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

DateSeptember-20 – FULL DAY EVENT – Calgary
SponsorGroupQuest/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

DateSeptember-20 – WORKSHOP
SponsorDesjardins
Topic(s)Building and Using a Plan Administrators Checklist
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.

DateMarch-20 – FULL DAY EVENT
SponsorBeneplan – 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
DateNovember-19
SponsorGroupQuest 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.

DateOctober-19
SponsorThe 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.

DateAugust-19 – WORKSHOP
SponsorBest Doctors Insurance
Topic(s)Building and Using a Plan Administrators Checklist Workshop
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.

DateJune-19
SponsorGroup 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.

DateMay-19 – WORKSHOP
SponsorBest Doctors Insurance
Topic(s)Price vs Value & Adding Value using CGIB Workshop
Speaker(s)Dave Patriarche – Mainstay Insurance/CGIB

DateApr-19
SponsorMaximum 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

DateMar-19
SponsorCollage 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

DateNov-18
SponsorCollage 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

DateOct-18
SponsorGroupQuest/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

DateAug & Sep-18 – WORKSHOP
SponsorBenefits By Design (BBD)
Topic(s)Building and using a Plan Administrators CheckList
Speaker(s)Dave Patriarche – CGIB

DateJun-18
SponsorGroup 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

DateMay-18
SponsorMaximum 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

DateFeb-18
SponsorHavern 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

DateNov-17
SponsorThe 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.

DateNov-17
SponsorMaximum 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

DateOct-17
SponsorEquitable 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

DateJun-17
SponsorGroup 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.

DateMay-17
SponsorBenefitsGenius.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

DateMar-17
SponsorPPI Benefits
Topic(s)Ontario Assistive Devices Program
Selling Value, Not just Price
 Joan Stevens – Ontario MOH&LTC
Dave Patriarche – Mainstay Insurance Brokerage Inc.

DateDec-16
SponsorMainstay Insurance
Topic(s)Building & Using a Plan Admin. Checklist
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.

DateNov-16
SponsorEquitable 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

DateOct-16
SponsorGroup 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.

DateSep-16
SponsorBBD – WORKSHOP
Topic(s)Building & Using a Plan Admin. Checklist
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.

DateJun-16
SponsorAssocium/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

DateApr-16
SponsorCarePath
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.

DateMar-16
SponsorMaximum 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

DateDec-15
SponsorCIGNA
Topic(s)A Year in Review
 TPA’s, the new reality
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.
 Scott Southward – BBD

DateOct-15
SponsorMaximum Benefit
Topic(s)Legal Issues for Advisors
 Employer Liability in Plan Admin.
Speaker(s)Jim Bullock – Expert Witness
 Elizabeth Forster – Blaney McMurtry LL.P

DateSep-15
SponsorEquitable
Topic(s)Building & Using a Plan Admin. Checklist
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.

DateJun-15
SponsorBenecaid
Topic(s)Buying & Selling a Group Business
Speaker(s)Adrian Chandran – BMO
 Roberta Tasson- Magnes Group
 Glenn Pittman – PeopleCorp

DateMay-15
SponsorBeneplan
Topic(s)Rising Drug Costs
 Ontario Trillium Drug Plan
Speaker(s)Barb Martinez – Great West Life
 Cathy Fuchs – White Willow
 Rob Campbell – MOHLTC – EAP

DateMar-15
SponsorGroup 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

DateNov-14
SponsorGroup 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

DateOct-14
SponsorNFP
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.

DateJun-14
SponsorAssocium 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

DateApr-14
SponsorMerck
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.

DateMar-14
SponsorManulife 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

DateNov-13
SponsorWellknit
 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.

DateOct-13
SponsorCharter RX
Topic(s)Changing Travel Coverage
 Benefit Plans & CRA IT Bulletins
Speaker(s)Robin Ingle – Ingle Int’l.
 Scott Maclagan – Maclagan Inc.

DateJun-13
SponsorWawanesa
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.

DateApr-13
SponsorESORSE Corp.
Topic(s)Building & Using a Plan Admin. Checklist
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.

DateMar-13
SponsorMaximum Benefit
Topic(s)A Pound of Cure
 An Ounce of Prevention
Speaker(s)Allan Stordy – Arete Human Resources Inc.
 Chris Bonnett – H3 Consulting

DateNov-12
SponsorBBD
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.

DateOct-12
SponsorAccerta
Topic(s)Employer Liability in Plan Administration
 Human Rights issues in Insurance
Speaker(s)Elizabeth Forster – Blaney McMurtry LLP
 Maria Kotsopolus – Blaney McMurtry LLP

DateJun-12
SponsorMaximum 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

DateApr-12
SponsorWawanesa
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

DateMar-12
SponsorEmpire Life
Topic(s)How to Have a Successful Renewal and Keep your Clients
Speaker(s)Dave Patriarche & Tammy Rahman

DateNov-11
SponsorMainstay
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.

DateOct-11
SponsorMainstay
Topic(s)Drug Cost Issues faced by Plan Sponsors
Speaker(s)Mike Sullivan – Cubic Health Inc.

DateMay-11
SponsorAccerta
Topic(s)Building & Using a Plan Admin. Checklist
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.

DateApr-11
SponsorMaximum 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.

DateMar-11
SponsorEmpire Life
Topic(s)Group Insurance Policies & Contracts
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.

DateNov-10
SponsorNorfolk Mobility
Topic(s)Ontario ADProgram
 Good Faith Claims
Speaker(s)Joan Stevens – Ministry of Health
 Rod Winsor – Blaney McMurtry

DateOct-10
SponsorAccerta
Topic(s)Group Travel Insurance
Speaker(s)Robin Ingle – Ingle Intl.

DateJun-10
SponsorAssocium
Topic(s)Trillium Program E&O Claims
Speaker(s)Doug Whitefield – Exceptional Access Program MOHLTC
 Roger Horst – Blaney McMurtry

DateMay-10
SponsorAccerta
Topic(s)Building & Using a Plan Admin. Checklist
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.

DateApr-10
SponsorMainstay
Topic(s)Marketing Group
 Life After Work
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.
 Joan Lowden

DateMar-10
SponsorEmpire Life
Topic(s)Technology
 Effective Communications
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.
 Joan Lowden

DateOct-09
SponsorMainstay
Topic(s)Building & Using a Plan Admin. Checklist
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.

DateSep-09
SponsorEmpire Life
Topic(s)Liability in Benefit Admin.
 LTD Benefits
Speaker(s)Elizabeth Forster – Blaney McMurtry
 Lawrence Ian Geller – Geller Insurance Agencies Ltd.

DateApr-09
SponsorMainstay
Topic(s)Building & Using a Plan Admin. Checklist
Speaker(s)Dave Patriarche – Mainstay Insurance Brokerage Inc.