Canadian Benefits Certificate Program - Spring 2024

Canadian Benefits Certificate Program - Spring 2024

April 22 - May 1, 2024 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: April 22, 2024 at 9:30 AM - Ends: May 1, 2024 4:00 PM
This course qualifies for 23 CPD Hour(s) and CE credits for Life Licensed individuals (Ontario only)

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: $1,870 + Taxes
Non-Members: $2,350 + Taxes

Join CPBI-ICRA  to save $480 and much more! (regular CPBI membership costs $325 + taxes)
*** CPBI Members can email [email protected]  for assistance with the registration at discounted price. 
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 offline independent work (outside of the daily sessions). The in-class virtual modules will be held as follows:


Introduction - April 22, 2024 (9:30am - 10:00am EST)
Module 1 – April 22, 2024 (10:00 am – 12:00 pm EST)
Module 2 – April 22, 2024 (2:00 pm – 4:30 pm EST)
Module 3 – April 24, 2024 (10:00 am – 12:00 pm EST)
Module 4 – April 24, 2024 (2:00 pm – 4:30 pm EST)
Module 5 – April 29, 2024 (10:00 am – 12:00 pm EST)
Module 6 - April 29, 2024 (2:00 pm – 4:30 pm EST)
Module 7 – May 1, 2024  (10:00 am – 12:00 pm EST)
Module 8 - May 1, 2024 (2:00 pm – 4:00 pm EST)


For more information or registration please call the Toll-free number:   888 788-3185 Choose 1 for Region, then Ext. 3,  or email [email protected] 

Cancellation Policy 

Course Facilitators


Patrick Hill

Associate Vice President, Gallagher Benefit Services

Chris Lee

Vice President, Employee Experience and Internal Communication
Gallagher Communication

Patrick is Associate Vice President 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.

CChris Lee is Vice President, Employee Experience and Internal Communication Practice at Gallagher Communication. In this role he helps employers build immersive and experiential internal brands for their employees.

Chris is the Executive Vice President on the Board of Directors for the International Association of Business Communicators Toronto Chapter, and has also served on numerous other boards.

Chris hosts a podcast called Why Does It Feel So Wrong to be Human at Work? He has also published articles in numerous publications, and is often featured as a speaker on communications, brand, and employee experience.

Emilie Inakazu

Director, Benefits, Pension & Wellbeing, KPMG Canada

Guillaume Richard

Director, Underwriting and Actuarial Services

AGA Benefit Solutions

Emilie is responsible for the management of firm-wide benefits and wellbeing which includes making recommendations to leadership on the design and evolution of these programs to ensure they remain relevant to KPMG staff. She joined the firm in 2007 and in that time has held several roles with responsibilities varying from one on one member support to leading strategic initiatives across benefits, retirement and savings and wellbeing.

She graduated from McGill University with a Bachelor of Arts and holds the CHRL and CEBS designations.

Guillaume joined AGA Benefit Solutions in 2023. At AGA, Guillaume is part of the management team overseeing the delivery of our group benefit and group retirement services and the development of solutions.

Prior to joining AGA, Guillaume worked with two national consulting firms, providing consulting services to corporate clients and other types of organizations, with a focus on both group retirement and group benefit programs. He has significant experience with plan design strategies, risk management, funding and accounting matters in the context of employee benefit programs.

Guillaume is a Fellow of the Canadian Institute of Actuaries (CIA) and the Society of Actuaries (SOA). He holds a Bachelor Degree in Actuarial Science from Laval University. Guillaume sits on the Ontario council of the Canadian Pension & Benefits Institute (CPBI) and is a licensed insurance agent in Ontario.
Guillaume is located in Toronto.


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

Simon Tanguay, CFE

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.

Simon Tanguay oversees the Claim Watch fraud prevention and management program at Green Shield Canada (GSC) for the Quebec region. He has over 15 years of experience in the group insurance industry. Early in his career, he specialized in fraud prevention and detection as Assistant Director of Healthcare Insurance Management, and Advisor in Litigation and Investigations. He took part in numerous investigations, ranging from simple abuse to major cases involving thousands of dollars in group insurance fraud.

In 2021, Simon joined GSC and took leadership of the Claim Watch program. He and his team are responsible for all program operations, including:

  • performing advanced claim data analysis;
  • designing and executing investigation and monitoring plans;
  • collaborating with various stakeholders, such as health professionals, professional associations, other insurers and law enforcement, and;
  • developing new analytical approaches and investigation protocols to prevent ever-evolving group insurance fraud schemes.
Simon holds a bachelor’s degree in Business Administration, with a specialization in Information and Systems Management, from the Université de Sherbrooke, as well as a CFE (Certified Fraud Examiner) designation. Simon also sits on various committees related to fraud prevention and detection.


“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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