Past Seminars


Date October-19
Sponsor The Benefits Truste
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
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
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
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&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.