CPBI Ontario Benefits Certificate Program

October 24 - 26, 2017 8:30 AM to 4:30 PMYorkville Conference Center, Toronto, Ontario
Area of Interest: Benefits, Networking Format: In Person

In Partnership with the HRPA, the Canadian Pension and Benefits Institute is pleased to offer the Benefits Certificate Program again for the Fall 2017!

Gain a Clear Understanding of Canadian Group Benefits

Group Benefits form an important part of an employee's compensation program and play a valuable role in attracting and retaining key talent. Now you can get a comprehensive overview of benefit programs in Canada with this course.

  • Understand the basics and develop better strategies.
  • Manage your programs more effectively.
  • Keep escalating costs under control.


HRPA and/or CPBI Members: $1500 + Taxes
Non-Members: $1800 + Taxes

***CPBI Members are able to register at a discounted rate. Please contact the CPBI Ontario Regional Office for the discount code - ontario@cpbi-icra.ca

Please note: The promo code entitles you to the HRPA Member rate. If you are an HRPA member, you will automatically receive the HRPA Member rate without having to apply the promo code. Registrants are allowed only one discount per registration, equivalent to the HRPA Member rate.

This program is offered over three dates:

Level 1: October 24, 2017
Level 2: October 25, 2017
Level 3: October 26, 2017
Each day builds on the knowledge and skills of the previous level.

Participant Take-aways:

Level 1 – Introduction to the key elements of a Canadian Benefits program

Overview of the public and private benefits in Canada
Overview of plan design types (traditional, flexible benefit plans)
Underwriting & risk sharing approaches
Administration options
Technology solutions for plan members and plan sponsors

Level 2 – In-depth look into cost management and claims management strategies and pricing

Review of pricing and risk mitigation approaches
Overview of different cost management strategies for Drug, Health & Dental plans
Overview of claims management strategies for Drugs
Disability management options
Fraud management
Wellness strategies
Employee communication and member support beyond enrollment: making sure the participants understand the true value of plan

Level 3 – Drug and Disability plan landscape and sharing of practical approaches via case studies

Drug plan landscape by province
Management of high-cost drugs
Disability management case study
Wellness solutions – assessment tools, program delivery, strategy and approach

What you will gain:

Attendees can offer immediate value-add and ROI to the organization after earning certification in the following ways:

  • A comprehensive understanding of the many components of Canadian Group Benefits.
  • Insight into public and private benefits programs and individual benefit types to better formulate plans and strategies.
  • Three levels of knowledge sharing to help manage programs better and minimize costs.

Who should attend:

HR Professionals tasked with hiring, retaining talent in the organization. C-Suite executives who wish to understand Group benefits programs.

>> Register by clicking here! <<


Peter Demangos
Managing Director

Peter is the Co-Founder of Collage HR and Founder of PDF Financial Group, organizations that are actively reinventing the way Canadian businesses manage HR & Benefits.

Seen as a leader in the Employee Benefits industry, Peter is frequently quoted in Benefits Canada publications as well as a regular speaker for HR.com and the Human Resources Professional Association (HRPA).
Holding an MBA (from the Schulich School of Business), CFP and CLU designations, and a Bachelor of Commerce (from the Rotman School of Management), Peter is a strong believer in continued education.

He continues to share his experiences by also teaching the Pension & Benefits course at Humber College within the Human Resources Management Post-Graduate program.

Patrick Hill
Benefits & Health Consultant, Accompass

Patrick is a Benefits & Health Consultant at Accompass. He provides critical advice and support for a wide range of plan design, financial management, and administrative services; such as communications support, employee meetings, disability management and wellness plans for all sized organizations. Patrick has been working in the benefits industry for over 12 years on both the insurance carrier and the consulting side of business. Before joining Accompass, he was a Senior Group Underwriter at one of Canada’s major insurance providers.

Michael Moriarity

Michael is a pension and benefits communication consultant who specializes in the application of marketing techniques to communicate the complexities of pension and benefits plans. He works with both private and public sector clients to translate the language of benefits into messages that resonate with, educate and engage plan members.

As a career communicator with over 25 years’ experience in marketing and communications, Michael has served in both corporate and consulting environments. Most recently Michael worked with Eckler Ltd. as a senior communications consultant. Prior to Eckler he was the president of MME & Associates, a group insurance consulting firm that provided marketing and communications solutions for a range of association and corporate clients.

Michael is also a former publisher of Benefits Canada and Employee Health + Productivity magazine, an award-winning journal that explored the links between employee productivity and workplace wellness. In his free time, Michael teaches pension and benefits communication at Humber College’s Centre for Employee Benefits PPAC and CEB certificate programs.

Laura Pratt, B.A., C.I.M., H.I.A.A., I.C.A.
National Practice Leader, Organizational Health

Laura has worked in the Insurance Industry for over 25 years, beginning her career with London Life, now Great-West Life. The majority of that time has been spent specializing in disability management and organizational health.

Laura began her involvement in this field by working as a Case Manager. She then spent several years supervising a team of over 20 Case Managers who managed claims for large national clients.

For the last 17 years, Laura has focused on identifying and addressing the disability and wellness needs of some of Great-West Life's largest clients. This has included developing a team of 8 Organizational Health Consultants across Canada.

Laura has a degree in English from Dalhousie University in Halifax, Nova Scotia. She has a Certificate in Human Resources from Fanshawe College, and completed the Canadian Institute of Management (CIM) designation through studies at the University of Western Ontario (Western University). She has also attained industry designations from the Health Insurance Association of America (HIAA) and the International Claims Association (ICA).

Serafina Morgia
Senior Consultant, Willis Towers Watson

Serafina is a Senior Consultant in the Toronto office at Willis Towers Watson and brings over 20 years of combined insurance company, corporate and heath and benefits consulting experience to the company.

As a health and benefits practitioner, she specializes in the management and strategic development of employee benefits programs, with particular emphasis on health promotion, wellness, drug plan management and absence/disability management.

Marilyn Jung RPh, BScPhm
Pharmacy Strategy Analyst, Green Shield Canada (GSC)

Marilyn is a Registered Pharmacist who uses her sector knowledge and experience to help build drug strategies as part of GSC’s Strategic Market Solutions team (that’s marketing-speak for a team that performs product development, pharmacy services, and marketing functions). A graduate of the University of Waterloo’s School of Pharmacy, Marilyn has worked as a pharmacist for the Ontario Public Drug Programs Exceptional Access Program (EAP) within the province’s Ministry of Health and Long-Term Care. Marilyn brings a variety of experience to the health and dental benefits industry, having also worked in community pharmacy, industry, and long-term care settings. When Marilyn isn’t wearing her Pharmacist hat, you might find her trail or obstacle course running, or Dragon boating.

>> Register by clicking here! <<