Past Seminars

Date	Type	Location	Sponsor(s)	Topic(s)	Speaker(s)
November 2025	Full Day Event	Toronto	TAG, The Benefits Trust, GroupQuest, RMA, National Healthclaim	Things to Consider when Changing Carriers Client Building for Keeps The Ontario Trillium Drug Program Adding Value to your Benefits Clients	Blake Waddell; Mark Kempf; Doug Whitefield; Joanne Patriarche
October 2025	Full Day Event	Toronto	TAG - The Advisor Group	Employee Benefit Plans: Reducing Plan Sponsor Liability	Dave Patriarche – Mainstay Insurance Brokerage Inc.
June 2025	Full Day Event	Calgary	TAG, GroupForce, GroupQuest	Benefit Plan Renewals The People Behind the Claims Employee Benefits and Taxation: Important Details You Didn't Even Know Existed Price OR Value – Which are YOU Selling? Growing your Group Business Without a Single New Sale	Jay Nadler; Hilary Becker; Jason Watt; Dave Patriarche
May 2025	Full Day Event	Toronto	TAG, Sprout, Waddell Insurance, GroupForce, Wawanesa	Employee Benefits and Taxation: Important Details You Didn't Even Know Existed Price OR Value – Which are YOU Selling? Employee Benefits Fraud – Learn to Identify Fraud and Protect your Clients Growing your Group Business Without a Single New Sale	Justin Jones – Elevation CPA; Dave Patriarche – Mainstay/��վ; Chris Gory – Orchard Benefits
April 2025	Workshop	Moncton	PC-GroupQuest	Price OR Value – Which are YOU Selling? Growing your Business Without a Single New Sale	Dave Patriarche – Mainstay Insurance
November 2024	Full Day Event	Toronto	MEDCAN, PeopleCorp, Arcora, Simply Benefits	Employee Benefit Plan Renewals Creating Lasting Value: Building a Future-Proof Business Everything You've Ever Wanted to Know About Long-Term Disability Claims What's happening in the Canadian health care system Navigating the Canadian Drug Space CDIPC Report on High Cost Drug Claims Employer Panel on Benefits	Suzanne Lepage – Private Health Plan Strategist; Erica McGuinness CPA, CA, CBV – Sequeira Partners; Penny Buckner RN; Dave Patriarche – Mainstay/��վ
June 2024	Workshop	Calgary	Wawanesa Life	Building and Using a Plan Administration Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
June 2024	Full Day Event	Vancouver	MEDCAN, PeopleCorp, Wawanesa, Simply Benefits	A Year in Review and a Look Forward Group Renewals – The Math and more... Employer Panel on Benefits	Dave Patriarche; Jay Nadler; Sean Carberry; Heather Gherman; Joanne Patriarche
June 2024	Workshop	Toronto	Wawanesa	Building and Using a Plan Administration Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
June 2024	Workshop	Calgary	Desjardins	Building and Using a Plan Administration Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
May 2024	Full Day Event	Toronto	The Benefits Trust, Mapol, National Health Claim, RMA Inc., Simply Benefits	Employee Benefit Plan Renewals Navigating the Canadian Drug Space CDIPC Report on High Cost Drug Claims Employer Panel on Benefits	Anthony Feher; Dan Berty; Matthew Garrison; Sabrina Mattiucci; Joanne Patriarche
March 2024	Workshop	Halifax	PC-GroupQuest	Building and Using a Plan Administration Checklist	Dave Patriarche – Mainstay Insurance
November 2023	Full Day Event	Toronto	National Health Claim, medcan, PC-GroupQuest, Maximum Benefit	The People Behind the Claims Creative Plan Designs Client Leadership A Year in Review and a Look Forward	Hilary Ballantyne; Gordon Hart & Gavin Mosley – Selectpath / Mosley Benefits; Brad Kotowich – Focussed Leadership Group; Dave Patriarche – Mainstay Insurance
June 2023	Workshop	Vancouver	Best Doctors Insurance	Building and Using a Plan Administration Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
May 2023	Workshop	Toronto	PC-GroupQuest	Building and Using a Plan Administration Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
April 2023	Workshop	Toronto	Best Doctors Insurance	Building and Using a Plan Administration Checklist Ontario Employment Law Update	Dave Patriarche – Mainstay Insurance Brokerage Inc.; Aleksandra Pressey – Williams HR Law LLP
October 2022	Full Day Event	Toronto	PC-GroupQuest, Maximum Benefit, Vumi Canada, Business Career College	Know Your (Group) Client Selling on Value, not just Price Changes in the Dental space in Ontario Disability cases gone wrong	Rob Crowder – The Benefits Trust; Dave Patriarche – Mainstay Insurance Brokerage Inc.; Dr. David Stevenson – Ontario Dental Association; David Share – Share Lawyers
October 2022	Full Day Event	Vancouver	PC-GroupQuest, Equitable, Maximum Benefit, Business Career College	Selling on Value, not just Price Concerning trends in benefits Employment Law update Building a practice, being approached, and then merging. Is there life after?	Dave Patriarche – Mainstay Insurance; Cameron R. Wardell – Mathews, Dinsdale & Clark LLP; Derrek Quon – Arbutus Financial Services Ltd
October 2022	Full Day Event	Calgary	PC-GroupQuest, Equitable, Maximum Benefit, Business Career College	Selling on Value, not just Price Concerning trends in benefits Employment Law update Ethics in Group benefits	Dave Patriarche – Mainstay Insurance; Shane King – McLeod Law LLP; Jason Watt – Business Career College
March 2022	Workshop	Toronto	Desjardins	Building and Using a Plan Administration Checklist Ontario Employment Law Update	Dave Patriarche – Mainstay Insurance Brokerage Inc.; Aleksandra Pressey – Williams HR Law LLP
October 2021	Full Day Event	Toronto	PocketPills	Benefit Advisor Panel An Employer's View Everything about E&O	Sarah Becker – Barill & Company; Maureen Campbell – Flashlite Benefits; Sam Pasternak – Alliance Income; Yafa Sakkejha – Beneplan; Roberta Tasson – Magnes Group

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Date	Type	Location	Sponsor(s)	Topic(s)	Speaker(s)
September 2020	Full Day Event	Vancouver	GroupQuest, BBD, Equitable, Maximum	Employment Law – The Risks Employers Face in Benefits An Advisors Perspective Building and Using a Plan Administration Checklist When Tech Meets Benefits	Cameron R. Wardell – Mathews, Dinsdale & Clark LLP; Laurie MacNeil – MacNeil Benefits; Dave Patriarche – Mainstay Insurance; Chris Gory – Orchard Benefits
September 2020	Full Day Event	Calgary	GroupQuest, BBD, MP Benefits, Maximum	Employment Law – The Risks Employers Face in Benefits An Advisors Perspective Building and Using a Plan Administration Checklist When Tech Meets Benefits	Shane King – McLeod Law LLP; Lori Power – MP Benefits Inc.; Dave Patriarche – Mainstay Insurance; Chris Gory – Orchard Benefits
September 2020	Workshop	Toronto	Desjardins	Building and Using a Plan Administrators Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
March 2020	Full Day Event	Toronto	Beneplan, National HealthClaim, Business Career College	Employment Law – A Year in Review and Trends to Watch for in 2020 Contract Wording – What You Need to Know to Avoid Trouble A View from the Pharmacy – What You Should Know Doing Disability Benefits Right	Laura K. Williams – Williams HR Law Professional Corporation; Dave Patriarche – Mainstay Insurance Brokerage Inc.; Mike Sullivan – Cubic Health Inc.; Lawrence Ian Geller – Geller Insurance
November 2019	Full Day Event	Toronto	GroupQuest Benefit Resources	What’s the Future of Pharmacare? Advisor Risk & Liability, Where Insurers Put your Client at Risk	Marilee Mark – Marilee Mark Consulting; Jim Bullock – Expert Witness; Dave Patriarche – Mainstay Insurance Brokerage Inc.
October 2019	–	Toronto	The Benefits Trust	Group Benefits from a P&C Perspective & Why I Think Change is your Friend	Blake Waddell – Waddell Insurance; Dave Patriarche – Mainstay Insurance Brokerage Inc.
August 2019	Workshop	Toronto	Best Doctors Insurance	Building and Using a Plan Administrators Checklist Workshop	Dave Patriarche – Mainstay Insurance Brokerage Inc.
June 2019	–	Toronto	Group Force Benefits Inc.	Benefits, Administration & Communication – A Broker Panel	Allison Brown – Thorpe Benefits; Michael Greenwood – Pelorus; Chris Gory – Insurance Portfolio Financial Services; Justin James – Harry James Group; Cheryl Jones (CJ) – Corporate Benefit Consult.
May 2019	Workshop	Toronto	Best Doctors Insurance	Price vs Value & Adding Value Using ��վ Workshop	Dave Patriarche – Mainstay Insurance/��վ
April 2019	–	Toronto	Maximum Benefit	Private Plan Drug Cost Drivers & Forecasting & Public/Private Payor Integration	Joe Farago – Innovative Medicines; Brad Millson – IQVIA Canada; Denise Balch – Connex Health
March 2019	–	Toronto	Collage Technologies Inc.	Humans Behind the Benefits?	Andrew Lawlor – Livewire Communications Inc.; Bill Zolis – The Penmore Callery Group; Denise Desrosiers – Human Resources Consultant; Dave Patriarche – Canadian Group Insurance Brokers
November 2018	–	Toronto	Collage Technologies Inc.	Generic Pricing Reductions and Biosimilars – Where Employers can Benefit ��վ Survey Results – Where Are We and Where Are We Going?	Jim Keon – Canadian Generic Pharmaceutical Association (CGPA); Leigh Doyle – Digital Journal Group; Dave Patriarche – Canadian Group Insurance Brokers
October 2018	–	Toronto	GroupQuest, JungoHR	Your Clients Don’t Need a Golf Tournament. Give them HR Sharing the Client Experience – An HR Leaders View	Ariane Laird – ConnectsUs HR; Sabrina Mattiucci, CHRL
August & September 2018	Workshop	Toronto	Benefits By Design (BBD)	Building and Using a Plan Administrators Checklist	Dave Patriarche – ��վ
June 2018	–	Toronto	Group Force Benefits Inc.	Medical Marijuana – An HR Perspective – Are You Ready? The Pills that Killed the Plan (Not) – Prozac to Pot Adding Value to your Benefit Clients	Jason Fleming – MedReleaf; David Patriarche – ��վ
May 2018	–	Toronto	Maximum Benefit	G19 Compensation Disclosure – An Update When a Disability Claim Goes Wrong Avoiding the Disability Claim Going Wrong	Erica Hiemstra – CLHIA; David Share – Share Lawyers; Liz Scott – Organizational Solutions
February 2018	–	Toronto	Havern Benefits Strategies	What Happens When an Employer Asks About a Drug Claim?	Suzanne Lepage – Private Health Plan Strategist; Blair Rutledge – Cameron Stewart Life Science
November 2017	–	Toronto	The Benefits Trust	Employment Law Update: Existing Statutory Obligations and New Obligations Under Bill 148 Employer Policy Changes, Updated Leaves, Increasing Minimum Wage and More	George Vassos – Littler Global; Bonni Titgemeyer – The Employers’ Choice Inc.
November 2017	–	Toronto	Maximum Benefit	The Ontario Exceptional Access Drug (EAP) Program is Improving Threats/Challenges to your Business	Richard D’Iorio – Ministry of Health and Long-Term Care; Chris Bonnett – H3 Consulting; Denise Balch – Connex Health; Dave Patriarche – Mainstay Insurance Brokerage Inc.; Joan Weir – CLHIA
October 2017	–	Toronto	Equitable Life – My Flex Benefits	Customer Relationship Management (CRM) Tools and Why YOU Need Them Changing Tech and the Things Brokers NEED to Know	Aly Dhalla – Finaeo; Julie Einarson – BBD; Chris Gory – Insurance Portfolio
June 2017	–	Toronto	GroupQuest Benefit Resources	Benefit Plan Renewals Top 20 NEW Things Brokers Need to Know	Al Kaminskas – Net Worth; Jeremy Stankov – PBL; Dave Patriarche – Mainstay Insurance Brokerage Inc.
May 2017	–	Toronto	BenefitsGenius.ca	Managing Benefit Risk, Employment Law Roles and Responsibilities of the Benefits Business	George Vassos – Littler Global; Mark Sylvia – Empire; Brent Collett – GWL; Rob Crowder – The Benefits Trust; Allan Sabat – Consulting House
March 2017	–	Toronto	PPI Benefits	Ontario Assistive Devices Program Selling Value, Not Just Price	Joan Stevens – Ontario MOH&LTC; Dave Patriarche – Mainstay Insurance Brokerage Inc.
December 2016	–	Toronto	Mainstay Insurance	Building and Using a Plan Admin Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
November 2016	–	Toronto	Equitable Life	A Broker Panel: Present and Future, Where Are We Going? The Ontario Trillium Drug Program – A Refresher	Sophia Nizamuddin; Tim Spark; Peter Demangos; Jay Sharkey; Menzies Jardine – Ministry of Health & Long-Term Care
October 2016	–	Toronto	GroupQuest	Fraud, Waste and Abuse in Health Care Amending Contracts – Why Can’t Insurers Wait Until Renewal?	Joel Alleyne – Alleyne Inc.; Dave Patriarche – Mainstay Insurance Brokerage Inc.
September 2016	Workshop	Toronto	BBD	Building and Using a Plan Admin Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
June 2016	–	Toronto	Associum, MDM	Understanding the Divide Between Short-Term and Long-Term Disability	Disability Claims – Looking Behind the Curtain; Penny Buckner – Disability Management Consultant; Peter Gove – Green Shield Canada
April 2016	–	Toronto	CarePath	Group Benefits – Back to Basics The Death of a Salesman HR & Administration Issues around Benefits	Harry Matheis – Matheis Financial Group; Joanne Patriarche – Apotex Inc.; Dave Patriarche – Mainstay Insurance Brokerage Inc.
March 2016	–	Toronto	Maximum Benefit	Food For Thought When Implementing Drug Plan Changes Drug Caps? Do We or Don’t We?	Suzanne Lepage – Private Health Plan Strategist; Margie Lambert – CIB Financial Services Inc.; Chris Pryce – Human Capital Benefits

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Date	Type	Location	Sponsor(s)	Topic(s)	Speaker(s)
December 2015	–	Toronto	CIGNA	A Year in Review TPA’s, the New Reality	Dave Patriarche – Mainstay Insurance Brokerage Inc.; Scott Southward – BBD
October 2015	–	Toronto	Maximum Benefit	Legal Issues for Advisors Employer Liability in Plan Administration	Jim Bullock – Expert Witness; Elizabeth Forster – Blaney McMurtry LLP
September 2015	–	Toronto	Equitable	Building and Using a Plan Admin Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
June 2015	–	Toronto	Benecaid	Buying and Selling a Group Business	Adrian Chandran – BMO; Roberta Tasson – Magnes Group; Glenn Pittman – PeopleCorp
May 2015	–	Toronto	Beneplan	Rising Drug Costs Ontario Trillium Drug Plan	Barb Martinez – Great-West Life; Cathy Fuchs – White Willow; Rob Campbell – MOHLTC – EAP
March 2015	–	Toronto	GroupQuest	Building a Group Business Best Practices in Group Insurance	Chris Gory – Insurance Portfolio; Dave Patriarche – Mainstay Insurance Brokerage Inc.; Jeff Stinchcombe – PeopleCorp/HSP; Drew Hubbard – Hubbard Financial
November 2014	–	Toronto	Group Force	What You Miss May Be What Gets You! A Unique Perspective on the Business of Dentistry	Dave Patriarche – Mainstay Insurance Brokerage Inc.; Dr. Rollin Matsui D.D.S., LL.B.
October 2014	–	Toronto	NFP	Group MGA’s – What They Offer, Who They Are, How They Work and More	Neil Iddon – Associum Partners; Mario Malatesta – GroupQuest Benefit Resources Inc.; Vince Carmada – Group Force Benefits Inc.
June 2014	–	�մǰ��ǲԳٴ�–	Associum Group Guru	Marketing Group Insurance – A Marketing Package Educational Seminars, Staying Top of Mind, Centres of Influence, Why We Blog?	Nick Acocella – ProBenefits; Zoltan Barzso – Accurate Design Benefits; Peter Demangos – PDF Financial; Jennifer Estall – WSC Insurance; Bill Zolis – The Callery Group
April 2014	–	Toronto	Merck	Private Insurance Spending on Drugs, Dental & Vision in Canada Selling Value, Not Just Price	Brett Skinner – Health & Economic Policy – Rx&D; Dave Patriarche – Mainstay Insurance Brokerage Inc.
March 2014	–	Toronto	Manulife Financial	Group: Then and Now + Small Group Renewals Patient Choice Cards – Pros & Cons – A Discussion	Mike Duggan – Duggan Insurance; Bill Adams – Smart STI; Jeff Connell – CGPA
November 2013	–	Toronto	Wellknit, Shepell-fgi	CLHIA Drug Policy & Pooling Report Trillium: Where Are We Now?	Stephen Frank – CLHIA; Shirley Leong – CDIPC; Barb Martinez – Great-West Life; Dave Patriarche – Mainstay Insurance Brokerage Inc.
October 2013	–	Toronto	Charter RX	Changing Travel Coverage Benefit Plans & CRA IT Bulletins	Robin Ingle – Ingle International; Scott Maclagan – Maclagan Inc.
June 2013	–	Toronto	Wawanesa	3 Companies, 3 Plans, 3 Stories CRA Changes on Independent Contractors	A Panel of Policy Holders; Dave Patriarche – Mainstay Insurance Brokerage Inc.
April 2013	–	Toronto	ESORSE Corp.	Building and Using a Plan Admin Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
March 2013	–	Toronto	Maximum Benefit	A Pound of Cure An Ounce of Prevention	Allan Stordy – Arete Human Resources Inc.; Chris Bonnett – H3 Consulting
November 2012	–	Toronto	BBD	Long Term Disability Pricing – How It Works Forecasting or Fortune Telling – Things to Consider	Ron Smitko – SSQ Financial Group; Dave Patriarche – Mainstay Insurance Brokerage Inc.
October 2012	–	Toronto	Accerta	Employer Liability in Plan Administration Human Rights Issues in Insurance	Elizabeth Forster – Blaney McMurtry LLP; Maria Kotsopolus – Blaney McMurtry LLP
June 2012	–	Toronto	Maximum Benefit	The New WSIB – Surviving the Changes Avoiding Fraud in Employee Benefits	Dr. Liz R. Scott PhD – Organizational Solutions Inc.; Joel Alleyne – Canadian Health Care Anti-Fraud Association
April 2012	–	Toronto	Wawanesa	Overview of Private Payer Drug Pooling Framework Ontario Trillium Drug Program	Stephen Frank – CLHIA; Doug Whitefield – Exceptional Access Program Branch, MOHLTC
March 2012	–	Toronto	Empire Life	How to Have a Successful Renewal and Keep your Clients	Dave Patriarche & Tammy Rahman
November 2011	–	Toronto	Mainstay	Written Employment Contracts ‘Independent Contractors’ – Offers, Terms & Independent Contractors	William Anderson – Blaney McMurtry LLP; Barry Prentice – Blaney McMurtry LLP; Dave Patriarche – Mainstay Insurance Brokerage Inc.
October 2011	–	Toronto	Mainstay	Drug Cost Issues Faced by Plan Sponsors	Mike Sullivan – Cubic Health Inc.
May 2011	–	Toronto	Accerta	Building and Using a Plan Admin Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
April 2011	–	Toronto	Maximum Benefit	Administrative Services Only – ASO The Illness Continuum – Approvals, Pitfalls & Perils	Craig Terry – Corporate Benefit Consult.; Dr. Liz Scott – Organizational Solutions Inc.
March 2011	–	Toronto	Empire Life	Group Insurance Policies & Contracts	Dave Patriarche – Mainstay Insurance Brokerage Inc.
November 2010	–	Toronto	Norfolk Mobility	Ontario AD Program Good Faith Claims	Joan Stevens – Ministry of Health; Rod Winsor – Blaney McMurtry
October 2010	–	Toronto	Accerta	Group Travel Insurance	Robin Ingle – Ingle Intl.
June 2010	–	Toronto	Associum	Trillium Program E&O Claims	Doug Whitefield – Exceptional Access Program MOHLTC; Roger Horst – Blaney McMurtry
May 2010	–	Toronto	Accerta	Building and Using a Plan Admin Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
April 2010	–	Toronto	Mainstay	Marketing Group Life After Work	Dave Patriarche – Mainstay Insurance Brokerage Inc.; Joan Lowden
March 2010	–	Toronto	Empire Life	Technology Effective Communications	Dave Patriarche – Mainstay Insurance Brokerage Inc.; Joan Lowden
October 2009	–	Toronto	Mainstay	Building and Using a Plan Admin Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.
September 2009	–	Toronto	Empire Life	Liability in Benefit Administration LTD Benefits	Elizabeth Forster – Blaney McMurtry; Lawrence Ian Geller – Geller Insurance Agencies Ltd.
April 2009	–	Toronto	Mainstay	Building and Using a Plan Admin Checklist	Dave Patriarche – Mainstay Insurance Brokerage Inc.

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