Canadian Benefits Certificate Program - Fall 2022

Canadian Benefits Certificate Program - Fall 2022

October 4 - 13, 2022 9:30 AM to 4:00 PMOnline - Eastern Time
Area of Interest: Benefits Format: Web

Canadian Benefits Certificate Program

Online Course

offered by CPBI Ontario in partnership with the Human Resources Professionals Association

Starts: October 4, 2022 at 9:30 AM - Ends: October 13, 2022 4:00 PM

The Key to Attract and Retain Key Talent 
This course qualifies for CE credits for Life Licensed individuals (Ontario only)

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  to save $410 now and much more! (regular membership $325 + taxes)

*** CPBI Members can email [email protected] to receive their coupon code.

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.
To receive a certificate of completion at the end of the program, you must successfully complete online assessments after each scheduled module.
This program will not be recorded.  This is an intact program in which attendees must attend all of the sessions in order to qualify for the certificate.
Please advise if you require certificate of completion for Life Licensed CE Credit (Ontario only)
What is covered?

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 – Trends & Qualitative Optimizations

  • Leading health and dental cost drivers
  • Common oversights
  • Managing potential waste

Module 7 – Fraud Prevention

  • How fraud happens
  • Who commits fraud?
  • Effective anti-fraud strategies
Module 4 – Pricing and renewal overview

  • Review of funding options
  • Pricing and renewal calculation breakdown
  • Risk mitigation approaches

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:


Introduction - Tuesday October 4, 2022 (9:30am - 10:00am EST)
Module 1 – Tuesday October 4, 2022 (10:00 am – 12:00 pm EST)
Module 2 – Tuesday October 4 2022 (2:00 pm – 4:30 pm EST)
Module 3 – Thursday October 6, 2022 (10:00 am – 12:00 pm EST)
Module 4 – Thursday October 6, 2022 (2:00 pm – 4:30 pm EST)
Module 5 – Tuesday October 11, 2022 (10:00 am – 12:00 pm EST)
Module 6 - Tuesday October 11, 2022 (2:00 pm – 4:30 pm EST)
Module 7 – Thursday October 13, 2022 (10:00 am – 12:00 pm EST)
Module 8 - Thursday October 13, 2022 (2:00 pm – 4:00 pm EST)

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

Cancellation Policy 

Patrick Hill

Associate Vice President, Gallagher Benefit Services

Chris Lee

Vice President, Employee Communication Practice, Gallagher

Patrick is a Benefits & Health Consultant at Gallagher Benefit Services. 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 17 years on both the insurance carrier and the consulting side of business. Before joining Gallagher Benefit Services, he was a Senior Group Underwriter at one of Canada’s major insurance providers.

Chris Lee is Vice President, Employee Communications Practice within Gallagher’s Employee Benefits Consulting Division in Canada. With Chris has over 20 years of experience in the financial services industry, Chris helps clients develop strategic internal communications plans to ensure organizations  implement successful employee experience programs. Chris has served on the Board of Directors for the Greater Toronto Area Rewards Association as Vice President, ad has published articles in Canadian HR Reporter, Plans & Trusts Magazine. Chris is an appreciated and sought-after speaker at conferences including HRPA, CPBI, WorldatWork Total Rewards, IFEBP, and others.

Anderson Lookkin

Senior Financial Services Executive, Benchmark Benefit Solutions

Marcelina Ayow

VP of Group Benefits, Benchmark Benefit Solutions

Anderson is a senior financial services executive with a broad wealth of knowledge on insurance, employee benefits and asset management programs. He is adept at designing creative and bespoke solutions for his clients’ unique business needs.
He spent over 10 years in consulting wherein he provided advice and administrative services to both private and public sector clients. He subsequently transitioned over to the financial services industry and for the next 20 years he led strategy, business development and executive client relationship management for multinational corporate, private sector and not for profit organizations in North American and Europe. Prior to joining Benchmark, Anderson was the president of a Canadian fraternal benefits organization overseeing the Trust and Insurance assets of an Ontario based association He also authored articles on the non-traditional applications of insurance.
Away from the business of insurance, Anderson has volunteered his services to not for profit and charitable boards, enjoys fine dining, golf and coaching soccer.

Marcelina Ayow has more than 40 years experience in insurance and employee benefits. Marcelina has spent the last 15 years with a leading insurance organisation in the Asia Pacific Region covering clients across 16 countries.

She has gained tremendous Industry knowledge and expertise having assumed many roles in actuarial management with regional oversight responsibilities in the following areas: Product Design and Pricing (Individual, Group and Pensions) Actuarial Change Management Financial Management (Analysis, Reporting, Actuarial Liabilities and Risk-Based Capital) System Design and Implementation Risk Management


Barbara Martinez

Practice Leader, Drug Solutions, Toronto Consultant, Group Customer, Canada Life

Kimberly Ferris

Organizational Health Consultant, Toronto Group Sales - Consultant, Group Customer, Canada Life

As the National Practice Leader, Drug Solutions in Canada Life’s Toronto Office, Barbara A. Martinez supports sales offices across Canada on prescription drug management initiatives. She plays a key role in supporting advisors and their clients, including designing and managing drug benefit plans with Canada Life Drug Solutions programs.
Barbara joined Canada Life in 2012 after 10 years at Mercer, where she led the Canadian drug benefits consulting team. She’s a regular speaker at industry forums and a frequent commentator on employer drug programs. Her past experience also includes 13 years in the pharmaceutical industry, where she worked in sales and marketing as well as government and professional affairs.

With over 20 years in the insurance industry, Kimberly Ferris, Organizational Health Consultant at Canada Life specializes in disabili ty management and organizational health and wellness.  As an Organizational Health Consultant,  Kimberly focuses on understanding the unique health needs and absence risk areas of an organization and delivering services tailored to control rising health costs and absenteeism trends. Her role is crucial in support the financial, physical and mental well-being of millions of Canadians. 

Kimberly has a Bachelor of Arts, Honors, in Kinesiology and Health Science, Group Benefit Administration Certification through International Foundation of Employee Benefits Plans and recently completed certification for Mindful Leadership offered through Mindful Employer Canada.


Lisa Stam

Employment, Labour & Contracts Lawyer, Spring Law

Steven Richardson, MA

Manager, Claim Watch

Lisa Stam is the founder of Springlaw. She practices all aspects of employment, labor, privacy, and human rights law, with a particular interest in legal issues arising from technology in the workplace. Lisa’s practice includes a wide range of entrepreneurs in the tech space, as well as global companies with smaller operations in Canada.
Lisa frequently speaks on both the impact, risks, and opportunities of social media and technology issues in (and out of) the workplace, as well as the novel ways in which changing expectations of privacy continue to evolve employment law. Lisa graduated from Dalhousie Law School, after completing an undergraduate degree in medieval history at the University of Toronto.

Steve Richardson is the Manager, Claim Watch. In this position, he oversees the Claim Watch unit, a team focused on the detection and prevention of fraud and abuse for a number of health insurance clients.  

Steve brings unique and valuable investigative experience to the benefits fraud prevention industry from his key roles in policing and international affairs. Prior to joining Claim Watch in 2017, Steve spent 25 years with the RCMP in various positions, from uniformed policing to running a major crimes unit. His work with the RCMP earned him the RCMP long-service medal. In addition to the RCMP, Steve’s investigative past also includes work as a war crimes investigator with the Commission for International Justice and Accountability in Turkey, and as the Chief, Special Investigations Unit for the United Nations mission in the Central African Republic. In 2010, Steve was awarded the South West Asia Service medal for his service in Afghanistan as part of the Canadian Civilian Police Contingent.


  • “Excellent presentation and happy that the administration aspect was covered at the end as well. Good, clear delivery of the message. I appreciate that the speaker was considerate of my lack of core experience in the field and entertained my questions and thoughts.”
  • “The speaker engaged the group in different ways: breakout rooms, larger discussion. This worked well!”
  • “The breakout sessions made this a great interactive session. The topic is very relevant as it is a challenge that most employers face when socializing their benefit offerings.”
  • “I liked that the speaker heard everybody's opinions. I liked the idea of using breakout rooms to help smaller groups come together and discuss.”
  • “Great topic and helps you think about both the organizational and employee needs and how to structure benefit offerings for today and into the future.”
  • “The speaker was extremely knowledgeable and provided really practical information that really help provide a broader understanding of premiums rates, etc.”
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