Benefit Plan Sustainability: Time for Action - Where to Start? (Half-Day am) - April 20, 2016

Benefit Plan Sustainability: Time for Action - Where to Start? (Half-Day am) - April 20, 2016

April 20, 2016 7:30 AM to 11:30 AMRoyal Mayfair Golf and Country Club, Edmonton, Alberta
Area of Interest: Benefits, Networking Format: In Person

Benefit Plan Sustainability: Time for Action – Where to Start?

Perry Dorgan from Aon Hewitt will moderate this informative and interactive learning session in collaboration with guest speakers Jennifer Carson (ASEBP), Mike Sullivan (Cubic Health), Shandy Reed (ASEBP), and Steve Long (S. Long Consulting).





Introduction and Context

Perry Dorgan


The Importance of Collaboration in the Sustainability of Benefit Plans

Jennifer Carson


Step 1 – The Cornerstone: Health & Benefits Charter

Shandy Reed/

Perry Dorgan


Step 2 – What Private Health Benefit Plans Can Learn from Provincial Drug & Health Care Plans

Steve Long


Coffee/Snack Break



Step 3 – Private Sector Health Benefits Cost Sustainability – Action Steps that Work

Jennifer Carson/

Mike Sullivan


Summary – The Roadmap to Sustainability for Your Benefit Plan

Perry Dorgan/

Sharon Vogrinetz


Fees and Registration
Membership TypesRegular Price
Regular membership$142.86 CDN
Associate$142.86 CDN
Student$95.24 CDN
Non Member$190.48 CDN
CE Credits through AIC will be requested.

Benefit Plan Sustainability: Time for Action – Where to Start?

This half-day session will provide you with interesting and exciting “ready to implement” suggestions for improved health outcomes, and a more sustainable future for your benefit plan. This program is designed for plan sponsor decision makers and/or trustees, employer finance and HR specialists, and employee/member representatives.

Perry Dorgan (Moderator)

Perry Dorgan is Senior Vice President, Innovation Lead, Health and Benefits, with Aon Hewitt based in Edmonton. Perry is an innovative and results-oriented benefits consultant with a strategic focus on “the big picture”. He provides advice that positions the client organization benefit plan management and delivery to support their organizational and individual health goals. Perry has a marketing, group sales and consulting background spanning over 35 years in the benefits field, with previous stops in Vancouver, Calgary, Winnipeg and Toronto. Perry was recognized as a Power Broker in 2013 and 2014 by Risk & Insurance Magazine (Chicago) as one of the top Consultants in North America working in the education sector. Perry is a graduate of the University of Saskatchewan.


Jennifer Carson

Jennifer Carson has held her current position as Chief Executive Officer at the Alberta School Employee Benefit Plan (ASEBP) for over five years, following three years as a Director. Jennifer has held senior positions in benefits administration and health services for over 25 years, and has additional work experience in finance, human resources and strategic management. A passionate champion for public health and population health initiatives, Jennifer has rounded out her career with previous experience in the health unit and long-term care environments and non-profit organizations in Alberta. Jennifer has a Bachelor of Business Administration (Honours), as well as education in financial administration, leadership, human resources and benefits administration.


Steve Long

Steve has broad experience in pharmacy services and health care. He started his career in hospital pharmacy and took on increasing responsibility in management and direction of services, progressing to Director, Pharmacy Services, Calgary Health Region. From hospital pharmacy, Steve moved to take on the challenge of managing drug policy and programs for the Government of Alberta. During his five year tenure of responsibility he helped to reshape pharmacy compensation and reimbursement to better align with expanded scope of practice and streamline review processes to improve access to drugs funded through provincial programs. As the former National Director, Public Policy, for Shoppers Drug Mart, Steve developed a better understanding of the business of pharmacy. He anticipated and interpreted public policy directions of governments to advise senior management on strategies to attain business certainty and evolve the role of pharmacists in the health care system. In 2013, Steve created S. C. Long Consulting Ltd. to offer consultation and advice to others seeking to better understand pharmaceutical policy and the Canadian health system.

Mike Sullivan

Mike is one of the co-founders of Cubic Health. Previously, he worked within the generic pharmaceutical industry, as an independent consultant within the insurance and benefits consulting industries, and as a community pharmacist. Mike continues to maintain an active pharmacy license with the Ontario College of Pharmacists. He is a frequent speaker within the health care and benefits industries, including programs sponsored by the International Foundation of Employee Benefit Plans (IFEBP), International Society of Certified Employee Benefit Specialists (ISCEBS), Canadian Pension and Benefits Institute (CPBI), Human Resources Professional Association (HRPA), and Benefits Canada.

Mike writes a regular benefits column for Benefits Canada’s Online Expert Panel. He is also a Clinical Lecturer at the University of Toronto, and previously served as an Adjunct Professor at the University of Waterloo. Mike graduated from the College of Pharmacy at the University of Saskatchewan, and completed his Master of Business Administration degree at the Schulich School of Business at York University, where he specialized in finance.

Shandy Reed

As the Division Manager for Health Strategies & Stakeholder Engagement with ASEBP, Shandy supports ASEBP’s ongoing efforts to engage and support relationships with ASEBP’s stakeholders including organizational parent bodies, school jurisdiction and employer group leadership, government and its agencies and other identified plan partners. Supporting strategic health initiatives and overseeing ASEBP’s organizational communications are also part of her role. Prior to joining ASEBP, Shandy coordinated a provincial advocacy coalition focused on healthy public policies, and co-led many health strategies within both the provincial and federal government. Shandy has a degree in Social Work from the University of Calgary, a Master of Science degree in Health Promotion at the University of Alberta and an Advanced Executive Certificate in General Management from Queens University.

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