CPBI Ontario Benefits Certificate Program

CPBI Ontario Benefits Certificate Program

November 5 - 7, 2019 8:30 AM to 4:30 PMYorkville Conference Center, Toronto, Ontario
Area of Interest: Benefits, Networking Format: In Person

>> Register here <<

In Partnership with the HRPA, the Canadian Pension and Benefit Institute is pleased to offer the Benefit Certificate Program again for the Fall 2019! 

The Key to Attract and Retain Key Talent!

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 - [email protected]

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.

Complete all three levels and receive your Benefits Program Certificate.
Each day builds on the knowledge and skills of the previous level. Successful graduates will have completed all three levels.

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

If you are a CEBS graduate, this CPBI Seminar complies with CEBS CPE policy guidelines.
You may be interested to report the content of the present CPBI professional development activity and apply for CPE credit.

>>Check CPE policy guidelines HERE<<

>> Register by clicking here!  <<


Cancellation Policy


Peter Demangos, Managing Director, PDF Employee Benefits

Peter is the Founder and President of PDF Employee Benefits and Co-Founder of Collage HR, organizations that are actively reinventing the way Canadian businesses manage Benefits and HR.
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, teaching and creating content for the HRPA Canadian Benefits Program Certificate, and a frequent guest lecturer for the York University HR Master’s Program.

Shelley Frohlich, Director of Fraud Risk Management

As the Director of Fraud Risk Management in Sun Life’s Group Benefits division, Shelley is responsible for investigating, detecting and preventing fraud through strategic direction and fraud risk management.

Under her leadership, the team uses intelligence-led anti-fraud strategies to focus on the profiling of medical and dental providers and facilities, including the investigation into large collusion schemes and organized crime.
Shelley has been with Sun Life since 2010 and has worked in the investigation field within the insurance industry for the last 17 years, including participating in court and regulatory hearings pertaining to fraud.

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.

Stephanie Lue-Kim, Organizational Health Consultant

Stephanie has over 20 years of experience in the group benefits industry, 9 of which are in her current role as an Organizational Health Consultant. Stephanie works closely with large Great-West Life customers and their advisors to develop and implement health, wellness and disability management.

Stephanie is a graduate of McMaster University and holds a number certifications in the health, wellness and fitness industry. She has attained industry designation from the International Foundation of Employee Benefits Plans, Group Benefits Associate.

Leila Mandlsohn, Product Specialist, PBM, Green Shield

Leila is a Pharmacy Consultant in the GSC Pharmacy and Market Strategy Team. In this role, she is responsible for all facets of drug claims, including drug evaluations, formulary design and maintenance, pharmacy provider and stakeholder relations, drug pricing and policy.

Leila brings a valuable mix of pharmacy experience from key roles in Canada and the US, from eight years of community pharmacy experience at various independent and chain pharmacies, including Walgreens, to ten years in hospital pharmacy practice at Toronto General Hospital. While working in the US, Leila also developed pharmacy benefit management expertise at Medco.

A graduate of the Massachusetts College of Pharmacy and Health Sciences (BScPharm), Leila also completed a Doctor of Pharmacy (PharmD) degree at the University of Kansas. She is a licensed pharmacist in Ontario (Part A) and Massachusetts, and a member of the Ontario Pharmacist Association and the Canadian Society of Hospital Pharmacists.

Christopher Lee, Vice President, Marketing

Chris cuts through the clutter with boldness, simplicity, and an appreciation for the information that clients find most valuable. Chris plays a key role in keeping Accompass’ clients up to date on the latest industry trends, news, and developments that matter to our clients. Chris is responsible for managing the firm’s brand, advertising, sponsorship, event management, communications, digital marketing and social media, thought leadership, PR and media relations, design, presentations, and email marketing.

He has 20 years of experience in the financial services industry, most recently as Director, Corporate Brand & Marketing at one of Canada’s largest insurance companies, where he was for six years, before joining our firm in 2014. He managed an in-house creative team, and played a leadership role in building and managing the brand and its standards. He has also been an account director for one of Canada’s largest banks at a Toronto-based creative agency.

Chris serves on the Board of Directors for the Greater Toronto Area Rewards Association as Vice President, Communications.
Chris has published articles in Canadian HR Reporter, Plans & Trusts Magazine, and has been featured as a speaker at various conferences, including HRPA, CPBI, WorldatWork Total Rewards, IFEBP, Benefits Breakfast Club, GTA Rewards Association, CUHR, Presidents of Enterprising Organizations, and Conference Board of Canada.

Michael Macoun

Clients appreciate Mike’s refreshing authenticity and desire for making a difference. Prior to joining Accompass in 2016 Mike worked at one of Canada’s largest insurance companies supporting many national clients.

He develops long-term value for Accompass clients through his roles in both client management and business development. Mike has been a member of the CPBI Ontario regional council since 2017 and currently is the chair of programming for all CPBI Ontario events.
Mike has a BBA from Wilfrid Laurier University and a Masters in International Business from Queen’s University.

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