| Date | Type | Location | Sponsor(s) | Topic(s) | Speaker(s) |
|---|---|---|---|---|---|
| November 2025 | Full Day Event | Toronto | TAG, The Benefits Trust, GroupQuest, RMA, National Healthclaim | Things to Consider when Changing Carriers Client Building for Keeps The Ontario Trillium Drug Program Adding Value to your Benefits Clients | Blake Waddell; Mark Kempf; Doug Whitefield; Joanne Patriarche |
| October 2025 | Full Day Event | Toronto | TAG - The Advisor Group | Employee Benefit Plans: Reducing Plan Sponsor Liability | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| June 2025 | Full Day Event | Calgary | TAG, GroupForce, GroupQuest | Benefit Plan Renewals The People Behind the Claims Employee Benefits and Taxation: Important Details You Didn't Even Know Existed Price OR Value – Which are YOU Selling? Growing your Group Business Without a Single New Sale | Jay Nadler; Hilary Becker; Jason Watt; Dave Patriarche |
| May 2025 | Full Day Event | Toronto | TAG, Sprout, Waddell Insurance, GroupForce, Wawanesa | Employee Benefits and Taxation: Important Details You Didn't Even Know Existed Price OR Value – Which are YOU Selling? Employee Benefits Fraud – Learn to Identify Fraud and Protect your Clients Growing your Group Business Without a Single New Sale | Justin Jones – Elevation CPA; Dave Patriarche – Mainstay/CGIB; Chris Gory – Orchard Benefits |
| April 2025 | Workshop | Moncton | PC-GroupQuest | Price OR Value – Which are YOU Selling? Growing your Business Without a Single New Sale | Dave Patriarche – Mainstay Insurance |
| November 2024 | Full Day Event | Toronto | MEDCAN, PeopleCorp, Arcora, Simply Benefits | Employee Benefit Plan Renewals Creating Lasting Value: Building a Future-Proof Business Everything You've Ever Wanted to Know About Long-Term Disability Claims What's happening in the Canadian health care system Navigating the Canadian Drug Space CDIPC Report on High Cost Drug Claims Employer Panel on Benefits | Suzanne Lepage – Private Health Plan Strategist; Erica McGuinness CPA, CA, CBV – Sequeira Partners; Penny Buckner RN; Dave Patriarche – Mainstay/CGIB |
| June 2024 | Workshop | Calgary | Wawanesa Life | Building and Using a Plan Administration Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| June 2024 | Full Day Event | Vancouver | MEDCAN, PeopleCorp, Wawanesa, Simply Benefits | A Year in Review and a Look Forward Group Renewals – The Math and more... Employer Panel on Benefits | Dave Patriarche; Jay Nadler; Sean Carberry; Heather Gherman; Joanne Patriarche |
| June 2024 | Workshop | Toronto | Wawanesa | Building and Using a Plan Administration Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| June 2024 | Workshop | Calgary | Desjardins | Building and Using a Plan Administration Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| May 2024 | Full Day Event | Toronto | The Benefits Trust, Mapol, National Health Claim, RMA Inc., Simply Benefits | Employee Benefit Plan Renewals Navigating the Canadian Drug Space CDIPC Report on High Cost Drug Claims Employer Panel on Benefits | Anthony Feher; Dan Berty; Matthew Garrison; Sabrina Mattiucci; Joanne Patriarche |
| March 2024 | Workshop | Halifax | PC-GroupQuest | Building and Using a Plan Administration Checklist | Dave Patriarche – Mainstay Insurance |
| November 2023 | Full Day Event | Toronto | National Health Claim, medcan, PC-GroupQuest, Maximum Benefit | The People Behind the Claims Creative Plan Designs Client Leadership A Year in Review and a Look Forward | Hilary Ballantyne; Gordon Hart & Gavin Mosley – Selectpath / Mosley Benefits; Brad Kotowich – Focussed Leadership Group; Dave Patriarche – Mainstay Insurance |
| June 2023 | Workshop | Vancouver | Best Doctors Insurance | Building and Using a Plan Administration Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| May 2023 | Workshop | Toronto | PC-GroupQuest | Building and Using a Plan Administration Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| April 2023 | Workshop | Toronto | Best Doctors Insurance | Building and Using a Plan Administration Checklist Ontario Employment Law Update | Dave Patriarche – Mainstay Insurance Brokerage Inc.; Aleksandra Pressey – Williams HR Law LLP |
| October 2022 | Full Day Event | Toronto | PC-GroupQuest, Maximum Benefit, Vumi Canada, Business Career College | Know Your (Group) Client Selling on Value, not just Price Changes in the Dental space in Ontario Disability cases gone wrong | Rob Crowder – The Benefits Trust; Dave Patriarche – Mainstay Insurance Brokerage Inc.; Dr. David Stevenson – Ontario Dental Association; David Share – Share Lawyers |
| October 2022 | Full Day Event | Vancouver | PC-GroupQuest, Equitable, Maximum Benefit, Business Career College | 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? | Dave Patriarche – Mainstay Insurance; Cameron R. Wardell – Mathews, Dinsdale & Clark LLP; Derrek Quon – Arbutus Financial Services Ltd |
| October 2022 | Full Day Event | Calgary | PC-GroupQuest, Equitable, Maximum Benefit, Business Career College | Selling on Value, not just Price Concerning trends in benefits Employment Law update Ethics in Group benefits | Dave Patriarche – Mainstay Insurance; Shane King – McLeod Law LLP; Jason Watt – Business Career College |
| March 2022 | Workshop | Toronto | Desjardins | Building and Using a Plan Administration Checklist Ontario Employment Law Update | Dave Patriarche – Mainstay Insurance Brokerage Inc.; Aleksandra Pressey – Williams HR Law LLP |
| October 2021 | Full Day Event | Toronto | PocketPills | Benefit Advisor Panel An Employer's View Everything about E&O | Sarah Becker – Barill & Company; Maureen Campbell – Flashlite Benefits; Sam Pasternak – Alliance Income; Yafa Sakkejha – Beneplan; Roberta Tasson – Magnes Group |
| Date | Type | Location | Sponsor(s) | Topic(s) | Speaker(s) |
|---|---|---|---|---|---|
| September 2020 | Full Day Event | Vancouver | GroupQuest, BBD, Equitable, Maximum | Employment Law – The Risks Employers Face in Benefits An Advisors Perspective Building and Using a Plan Administration Checklist When Tech Meets Benefits | Cameron R. Wardell – Mathews, Dinsdale & Clark LLP; Laurie MacNeil – MacNeil Benefits; Dave Patriarche – Mainstay Insurance; Chris Gory – Orchard Benefits |
| September 2020 | Full Day Event | Calgary | GroupQuest, BBD, MP Benefits, Maximum | Employment Law – The Risks Employers Face in Benefits An Advisors Perspective Building and Using a Plan Administration Checklist When Tech Meets Benefits | Shane King – McLeod Law LLP; Lori Power – MP Benefits Inc.; Dave Patriarche – Mainstay Insurance; Chris Gory – Orchard Benefits |
| September 2020 | Workshop | Toronto | Desjardins | Building and Using a Plan Administrators Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| March 2020 | Full Day Event | Toronto | Beneplan, National HealthClaim, Business Career College | 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 | Laura K. Williams – Williams HR Law Professional Corporation; Dave Patriarche – Mainstay Insurance Brokerage Inc.; Mike Sullivan – Cubic Health Inc.; Lawrence Ian Geller – Geller Insurance |
| November 2019 | Full Day Event | Toronto | GroupQuest Benefit Resources | What’s the Future of Pharmacare? Advisor Risk & Liability, Where Insurers Put your Client at Risk | Marilee Mark – Marilee Mark Consulting; Jim Bullock – Expert Witness; Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| October 2019 | – | Toronto | The Benefits Trust | Group Benefits from a P&C Perspective & Why I Think Change is your Friend | Blake Waddell – Waddell Insurance; Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| August 2019 | Workshop | Toronto | Best Doctors Insurance | Building and Using a Plan Administrators Checklist Workshop | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| June 2019 | – | Toronto | Group Force Benefits Inc. | Benefits, Administration & Communication – A Broker Panel | Allison Brown – Thorpe Benefits; Michael Greenwood – Pelorus; Chris Gory – Insurance Portfolio Financial Services; Justin James – Harry James Group; Cheryl Jones (CJ) – Corporate Benefit Consult. |
| May 2019 | Workshop | Toronto | Best Doctors Insurance | Price vs Value & Adding Value Using CGIB Workshop | Dave Patriarche – Mainstay Insurance/CGIB |
| April 2019 | – | Toronto | Maximum Benefit | Private Plan Drug Cost Drivers & Forecasting & Public/Private Payor Integration | Joe Farago – Innovative Medicines; Brad Millson – IQVIA Canada; Denise Balch – Connex Health |
| March 2019 | – | Toronto | Collage Technologies Inc. | Humans Behind the Benefits? | Andrew Lawlor – Livewire Communications Inc.; Bill Zolis – The Penmore Callery Group; Denise Desrosiers – Human Resources Consultant; Dave Patriarche – Canadian Group Insurance Brokers |
| November 2018 | – | Toronto | Collage Technologies Inc. | Generic Pricing Reductions and Biosimilars – Where Employers can Benefit CGIB Survey Results – Where Are We and Where Are We Going? | Jim Keon – Canadian Generic Pharmaceutical Association (CGPA); Leigh Doyle – Digital Journal Group; Dave Patriarche – Canadian Group Insurance Brokers |
| October 2018 | – | Toronto | GroupQuest, JungoHR | Your Clients Don’t Need a Golf Tournament. Give them HR Sharing the Client Experience – An HR Leaders View | Ariane Laird – ConnectsUs HR; Sabrina Mattiucci, CHRL |
| August & September 2018 | Workshop | Toronto | Benefits By Design (BBD) | Building and Using a Plan Administrators Checklist | Dave Patriarche – CGIB |
| June 2018 | – | Toronto | Group Force Benefits Inc. | Medical Marijuana – An HR Perspective – Are You Ready? The Pills that Killed the Plan (Not) – Prozac to Pot Adding Value to your Benefit Clients | Jason Fleming – MedReleaf; David Patriarche – CGIB |
| May 2018 | – | Toronto | Maximum Benefit | G19 Compensation Disclosure – An Update When a Disability Claim Goes Wrong Avoiding the Disability Claim Going Wrong | Erica Hiemstra – CLHIA; David Share – Share Lawyers; Liz Scott – Organizational Solutions |
| February 2018 | – | Toronto | Havern Benefits Strategies | What Happens When an Employer Asks About a Drug Claim? | Suzanne Lepage – Private Health Plan Strategist; Blair Rutledge – Cameron Stewart Life Science |
| November 2017 | – | Toronto | The Benefits Trust | Employment Law Update: Existing Statutory Obligations and New Obligations Under Bill 148 Employer Policy Changes, Updated Leaves, Increasing Minimum Wage and More | George Vassos – Littler Global; Bonni Titgemeyer – The Employers’ Choice Inc. |
| November 2017 | – | Toronto | Maximum Benefit | The Ontario Exceptional Access Drug (EAP) Program is Improving Threats/Challenges to your Business | 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 |
| October 2017 | – | Toronto | Equitable Life – My Flex Benefits | Customer Relationship Management (CRM) Tools and Why YOU Need Them Changing Tech and the Things Brokers NEED to Know | Aly Dhalla – Finaeo; Julie Einarson – BBD; Chris Gory – Insurance Portfolio |
| June 2017 | – | Toronto | GroupQuest Benefit Resources | Benefit Plan Renewals Top 20 NEW Things Brokers Need to Know | Al Kaminskas – Net Worth; Jeremy Stankov – PBL; Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| May 2017 | – | Toronto | 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 – The Benefits Trust; Allan Sabat – Consulting House |
| March 2017 | – | Toronto | PPI Benefits | Ontario Assistive Devices Program Selling Value, Not Just Price | Joan Stevens – Ontario MOH<C; Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| December 2016 | – | Toronto | Mainstay Insurance | Building and Using a Plan Admin Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| November 2016 | – | Toronto | 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 – Ministry of Health & Long-Term Care |
| October 2016 | – | Toronto | GroupQuest | 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. |
| September 2016 | Workshop | Toronto | BBD | Building and Using a Plan Admin Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| June 2016 | – | Toronto | 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 |
| April 2016 | – | Toronto | 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 Inc. |
| March 2016 | – | Toronto | 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 |
| Date | Type | Location | Sponsor(s) | Topic(s) | Speaker(s) |
|---|---|---|---|---|---|
| December 2015 | – | Toronto | CIGNA | A Year in Review TPA’s, the New Reality | Dave Patriarche – Mainstay Insurance Brokerage Inc.; Scott Southward – BBD |
| October 2015 | – | Toronto | Maximum Benefit | Legal Issues for Advisors Employer Liability in Plan Administration | Jim Bullock – Expert Witness; Elizabeth Forster – Blaney McMurtry LLP |
| September 2015 | – | Toronto | Equitable | Building and Using a Plan Admin Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| June 2015 | – | Toronto | Benecaid | Buying and Selling a Group Business | Adrian Chandran – BMO; Roberta Tasson – Magnes Group; Glenn Pittman – PeopleCorp |
| May 2015 | – | Toronto | Beneplan | Rising Drug Costs Ontario Trillium Drug Plan | Barb Martinez – Great-West Life; Cathy Fuchs – White Willow; Rob Campbell – MOHLTC – EAP |
| March 2015 | – | Toronto | GroupQuest | Building a Group Business Best Practices in Group Insurance | Chris Gory – Insurance Portfolio; Dave Patriarche – Mainstay Insurance Brokerage Inc.; Jeff Stinchcombe – PeopleCorp/HSP; Drew Hubbard – Hubbard Financial |
| November 2014 | – | Toronto | Group Force | What You Miss May Be What Gets You! A Unique Perspective on the Business of Dentistry | Dave Patriarche – Mainstay Insurance Brokerage Inc.; Dr. Rollin Matsui D.D.S., LL.B. |
| October 2014 | – | Toronto | NFP | Group MGA’s – What They Offer, Who They Are, How They Work and More | Neil Iddon – Associum Partners; Mario Malatesta – GroupQuest Benefit Resources Inc.; Vince Carmada – Group Force Benefits Inc. |
| June 2014 | – | Toronto– | 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 Benefits; Peter Demangos – PDF Financial; Jennifer Estall – WSC Insurance; Bill Zolis – The Callery Group |
| April 2014 | – | Toronto | 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 Insurance Brokerage Inc. |
| March 2014 | – | Toronto | Manulife Financial | Group: Then and Now + Small Group Renewals Patient Choice Cards – Pros & Cons – A Discussion | Mike Duggan – Duggan Insurance; Bill Adams – Smart STI; Jeff Connell – CGPA |
| November 2013 | – | Toronto | Wellknit, Shepell-fgi | CLHIA Drug Policy & Pooling Report Trillium: Where Are We Now? | Stephen Frank – CLHIA; Shirley Leong – CDIPC; Barb Martinez – Great-West Life; Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| October 2013 | – | Toronto | Charter RX | Changing Travel Coverage Benefit Plans & CRA IT Bulletins | Robin Ingle – Ingle International; Scott Maclagan – Maclagan Inc. |
| June 2013 | – | Toronto | Wawanesa | 3 Companies, 3 Plans, 3 Stories CRA Changes on Independent Contractors | A Panel of Policy Holders; Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| April 2013 | – | Toronto | ESORSE Corp. | Building and Using a Plan Admin Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| March 2013 | – | Toronto | Maximum Benefit | A Pound of Cure An Ounce of Prevention | Allan Stordy – Arete Human Resources Inc.; Chris Bonnett – H3 Consulting |
| November 2012 | – | Toronto | BBD | Long Term Disability Pricing – How It Works Forecasting or Fortune Telling – Things to Consider | Ron Smitko – SSQ Financial Group; Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| October 2012 | – | Toronto | Accerta | Employer Liability in Plan Administration Human Rights Issues in Insurance | Elizabeth Forster – Blaney McMurtry LLP; Maria Kotsopolus – Blaney McMurtry LLP |
| June 2012 | – | Toronto | 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 |
| April 2012 | – | Toronto | Wawanesa | Overview of Private Payer Drug Pooling Framework Ontario Trillium Drug Program | Stephen Frank – CLHIA; Doug Whitefield – Exceptional Access Program Branch, MOHLTC |
| March 2012 | – | Toronto | Empire Life | How to Have a Successful Renewal and Keep your Clients | Dave Patriarche & Tammy Rahman |
| November 2011 | – | Toronto | Mainstay | Written Employment Contracts ‘Independent Contractors’ – Offers, Terms & Independent Contractors | William Anderson – Blaney McMurtry LLP; Barry Prentice – Blaney McMurtry LLP; Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| October 2011 | – | Toronto | Mainstay | Drug Cost Issues Faced by Plan Sponsors | Mike Sullivan – Cubic Health Inc. |
| May 2011 | – | Toronto | Accerta | Building and Using a Plan Admin Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| April 2011 | – | Toronto | Maximum Benefit | Administrative Services Only – ASO The Illness Continuum – Approvals, Pitfalls & Perils | Craig Terry – Corporate Benefit Consult.; Dr. Liz Scott – Organizational Solutions Inc. |
| March 2011 | – | Toronto | Empire Life | Group Insurance Policies & Contracts | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| November 2010 | – | Toronto | Norfolk Mobility | Ontario AD Program Good Faith Claims | Joan Stevens – Ministry of Health; Rod Winsor – Blaney McMurtry |
| October 2010 | – | Toronto | Accerta | Group Travel Insurance | Robin Ingle – Ingle Intl. |
| June 2010 | – | Toronto | Associum | Trillium Program E&O Claims | Doug Whitefield – Exceptional Access Program MOHLTC; Roger Horst – Blaney McMurtry |
| May 2010 | – | Toronto | Accerta | Building and Using a Plan Admin Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| April 2010 | – | Toronto | Mainstay | Marketing Group Life After Work | Dave Patriarche – Mainstay Insurance Brokerage Inc.; Joan Lowden |
| March 2010 | – | Toronto | Empire Life | Technology Effective Communications | Dave Patriarche – Mainstay Insurance Brokerage Inc.; Joan Lowden |
| October 2009 | – | Toronto | Mainstay | Building and Using a Plan Admin Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |
| September 2009 | – | Toronto | Empire Life | Liability in Benefit Administration LTD Benefits | Elizabeth Forster – Blaney McMurtry; Lawrence Ian Geller – Geller Insurance Agencies Ltd. |
| April 2009 | – | Toronto | Mainstay | Building and Using a Plan Admin Checklist | Dave Patriarche – Mainstay Insurance Brokerage Inc. |