Resilience: How to save money on group benefit plans

February 15, 2018 11:30 AM to 1:30 PMFairmont Palliser, Calgary, Alberta
Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person

Please join us for lunch on Thursday February 15, 2018 at the Fairmont Palliser Hotel, 133 – 9 Ave. SW Calgary.

Cancellation Policy

 This session will be presented by:


Caroline Kugelmass   
Founder, Excel Benefit Consulting Inc.

Caroline is the founder of Excel Benefit Consulting Inc. with 20 years’ experience in the group benefits field and a prior 10 years’ experience in healthcare, administration and customer service.  

Caroline brings a wealth of knowledge to HR professionals regarding Employee Benefits.   She is passionate about building a partnership with clients based on the Excel vision of inspiring mental, physical and financial well-being.

The seminar focuses on the importance of resilience in organizations.  As companies have undergone downsizing and are now re-strategizing, dealing with the challenges in the marketplace and the issue of resilience has become more important than ever.


As group benefit consultants, we are passionate about helping employers manage resilience in terms of costing on their group benefit programs and in this session we look at some interesting case studies in terms of how a number of organizations (Sun Life and NAV Canada) further integrated resilience within their organizations including Mental Health Peer Support programs that not only allowed for a more resilient organization but also impacted costs in terms of lowering disability claims.


The importance of good resources in terms of claims adjudication, Employee Family Assistance Programs (EFAPs) and how a strong culture can create further resilience within your organization is also discussed.


Who Should Attend:

  • Human resource professionals
  • Mental health professionals
  • Health and safety professionals
  • Benefit professionals/administrators
  • Wellness professionals
  • People leaders
  • Others who are involved in the overall management of benefit programs 


March 15, 2018-Pension Longevity Risk: What you need to know for a sustainable future 
April 11 – 13, 2018- Western Regional Conference, Rimrock Resort, Banff 
May 17, 2018- Pension 101 

In recognition of the continued support of our members, we will be showing our appreciation by drawing for a $50 gift card.  All members in attendance at program luncheons will be entered in the draw.



Thursday February 15, 2018        
11:30 am to Noon - Registration and Buffet Lunch                        
Noon to 1:30 pm - Presentation and Questions         



Fairmont Palliser Hotel                        
133 9th Avenue SW                        
Oval Room








Registration Fee

CPBI Members: $ 69                         
Future Members: $ 129                         
Table of 8: $ 699                      
GST #106865330 RT0007



Krista Esau                        
Phone: (587) 435-2724