CPBI Canadian Benefits Certificate Program Online

CPBI Canadian Benefits Certificate Program Online

February 17 - 26, 2021 9:30 AM to 4:00 PMOnline - Eastern Time
Area of Interest: Benefits Format: Web


>> Register here <<


In Partnership with the HRPA, the Canadian Pension and Benefits Institute is pleased to offer the

Canadian Benefits Certificate Program

Starts: February 17, 2021 at 9:30 AM - Ends: February 26, 2021 4:00 PM

The Key to Attract and Retain Key Talent
Gain a clear understanding of Canadian Group Benefits. 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.
What will I learn?
After completing the certificate program, participants will have the skills and information required to:

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

HRPA and/or CPBI Members: $1650 + Taxes
Non-Members: $2060 + Taxes

Join CPBI-ICRA now! (regular membership $300 + taxes)
*** CPBI Members can contact  the CPBI Ontario Administrator to receive the coupon 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 8 modules and receive your Benefits Program Certificate. Each day builds on the knowledge and skills of the previous level.

Module 1 – Key Elements of Canadian Benefit Programs

  • Overview of the public and private benefits in Canada
  • Overview of plan design types (traditional, flexible benefit plans)
  • Administration options
Module 5 – Drug Plan Management

  • Review of spend
  • Drug plan trends and pipeline
  • Adherence and overall management tips
Module 2 – Group Plan Communications Strategies

  • Employee communication options
  • Member support beyond enrollment
  • Making sure the participants understand the true value of the plan
Module 6 – Disability & Wellness Management

  • Trends & Challenges
  • Workplace Culture
  • Return to Work
  • Benchmarking for success
  • Looking beyond disability program
Module 3 – Pricing and renewal overview

  • Review of funding options
  • Pricing and renewal calculation breakdown
  • Risk mitigation approaches
Module 7 – Fraud Prevention

  • How fraud happens
  • Who commits fraud
  • Effective anti-fraud strategies
Module 4 – Trends & Qualitative Optimizations

  • Leading health and dental cost drivers
  • Common oversights
  • Managing potential waste
Module 8 – Employment Law & Contracts

  • Managing group insured benefit risks
  • Employment law considerations
  • Legal framework for employers
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.
  • Eight 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.

What is the course format?

This certificate program combines live virtual instruction with hands-on experiential learning through case studies, scenarios, group work/break out discussions and simulations.

Live Virtual Sessions:

There will be online instructor-led modules, during which practical examples and experiences will be shared.


Participants will be provided with session workbooks to follow along with the content covered in each module and to take notes, as well as additional pre-session and post-session assignments to prepare for the simulations.

Peer Learning and Group Work:

Participants will have the opportunity to learn from each other while answering questions and sharing experiences and observations during the modules, as well as through practical, hands-on exercises and simulations based on real-world labour relations events and processes.

Time Commitment:

This four-day certificate program will be delivered in eight modules. Participants will spend four (4.5) hours each day participating in the virtual sessions and accompanying exercises and simulation activities. Over the duration of the course, participants can expect to spend an additional five (5) hours completing work outside of the daily sessions, either in break out groups with peers or individually preparing for case study debriefs or simulation participation. The in-class virtual modules will be held as follows:

Intro/Welcome – Wednesday, February 17rd, 2021 (9:30 am – 10:00am)
Module 1Wednesday, February 17rd, 2021 (10:00 am – 12:00 pm)
Module 2Wednesday, February 17rd, 2021 (2:00 pm – 4:30 pm)
Module 3Friday, February 19th, 2021 (10:00 am – 12:00 pm)
Module 4Friday, February 19th, 2021 (2:00 pm – 4:30 pm)
Module 5 – Wednesday, February 24th, 2021 (10:00 am – 12:00 pm)
Module 6Wednesday, February 24th, 2021 (2:00 pm – 4:30 pm)
Module 7 – Friday, February 26th, 2021 (10:00 am – 12:00 pm)
Module 8Friday, February 26th, 2021 (2:00 pm – 4:00 pm)

For more information or assistance please call: 877 599 1414 or email [email protected] 

Cancellation Policy 

Cancellation Policy

Speakers' Bio:

Giorgio Follegati, Benefits Specialist, Benchmark Benefit Solutions
Giorgio Follegati is a solution driven group benefit professional. Prior to joining Benchmark Benefit Solutions as an Account Executive in 2016, Giorgio worked as both a Technical Underwriter and Sales Representative in the Group Benefits department at one of Canada’s largest Third-Party Administrators. In 2015, Giorgio was recognized as a “Top Young Gun” under 35, by Insurance Business Canada magazine. Since entering the industry in 2010, he has made a high-level commitment to employee benefit education, having been mentored and coached by several of the most highly acclaimed employee benefit professionals in the country. Giorgio sits on the Ontario Council of the Canadian Pension and Benefits Institute and is also an organizer of DisruptHR Vaughan, an annual event bringing together HR professionals and business leaders in the Greater Toronto Area, to discuss innovation and advancements in the world of work.
Patrick Hill,Associate Vice President, Gallagher Benefit Services
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 16 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.
Christopher Lee, Vice President, Employee Communication Practice,
Chris Lee is Vice President, Employee Communications Practice within Gallagher’s Employee Benefits Consulting Division in Canada. In this role he helpss Gallagher clients develop strategic internal communications plans to ensure organizations implement successful employee experience programs.

Chris has over 20 years of experience in the financial services industry, including his leadership of Corporate Brand & Marketing at one of Canada’s largest insurance companies.

Chris has served 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.

Chris has published articles in Canadian HR Reporter, Plans & Trusts Magazine, and has been featured as a speaker at various conferences, including CPBI, HRPA, WorldatWork Total Rewards, IFEBP, Benefits Breakfast Club, GTA Rewards Association, CUHR, Presidents of Enterprising Organizations, and Conference Board of Canada.
Peter Demangos, Managing Director, Collage HR
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.
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.
 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.
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.
Melissa Haig, Manager, Fraud Risk Management, SunLife

As the Manager in Fraud Risk Management in Sun Life’s Group Benefits division, Melissa 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.

Melissa has been with Sun Life since 2001 and has worked in the investigation field within the insurance industry for the last 10 years, including participating in court and regulatory hearings pertaining to fraud.
Lisa Stam, Employment, Labour & Contracts Lawyer, Spring Law
Lisa Stam practices all aspects of employment, labour and human rights law, and has a particular interest in legal issues involving technology in the workplace and the various methods by which people continue to mess things up with technology.
She regularly advises clients on the usual employment law fare: domestic and international employment advice, drafting offer letters and employment contracts, workplace policies and handbooks, advising on bonus and commission plans, benefits, workplace privacy issues, independent contractors, confidential and proprietary information, and discipline and terminations. She has also advised on a variety of human rights issues such as accommodating disabilities in the workplace, sexual harassment, discrimination and gender transition.
Lisa frequently speaks on and advises clients about the impact, risks and opportunities of technology in the workplace, including social media legal issues, privacy breaches, and ownership of data. She remains perplexed at humanity’s inability to more carefully set their social media privacy settings but continues to enjoy the juicy bits of evidence that could form the basis of a future best-selling novel.
Lisa is a member of the Canadian Netherlands Business and Professionals Association, Verity Women’s Business Club and various bar associations (the legal not fun kind). She graduated from the University of Toronto with a specialty in medieval history, and therefore went to law school, graduating from Dalhousie Law School in 2003, and has since been licensed to practice law by the Law Society of Ontario
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