Canadian Benefits Certificate Program

Date and Time

Starts:10/02/2024 9:30 AM

Ends:10/11/2024 4:30 PM

Registration Closes:10/01/2024 3:00 PM

Event Type: Certificate Program

23 CPD Hour(s)


HRPA Members:
$1,870 + Taxes
$2,350 + Taxes
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Additional Information

Event Sponsor

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


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 2 –    Employment Law & Contracts

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

Module 3 –   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 5 – Drug Plan Management

  • Review of spend
  • Drug plan trends and pipeline
  • Adherence and overall management tips

Module 6 – Disability & Wellness Management

  • Trends & Challenges
  • Workplace Culture
  • Return to Work
  • Benchmarking for success
  • Looking beyond disability program

Module 7 – Group Plan Communications Strategies

  • Employee communication options
  • Member support beyond enrollment
  • Making sure the participants understand the true value of the plan

Module 8 –Managing Change in your Organization

  • Tips on successful change management of a new benefits plan design
  • Case study review - focus on executing and communicating a benefits re-design
  • Discussing various approaches to getting buy-in from your team


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.
Materials: 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 – October 2, 2024 (9:30 am – 10:00am)

Module 1 - October 2, 2024 (10:00 am – 12:00 pm)

Module 2 - October 2, 2024 (2:00 pm – 4:30 pm)

Module 3 – October 4, 2024 (10:00 am – 12:00 pm)

Module 4 - October 4, 2024 (2:00 pm – 4:30 pm)

Module 5 – October 9, 2024 (10:00 am – 12:00 pm)

Module 6 - October 9, 2024 (2:00 pm – 4:30 pm)

Module 7 – October 11, 2024 (10:00 am – 12:00 pm)

Module 8 - October 11, 2024 (2:00 pm – 4:00 pm)



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)

Speaker bio(s)
Kimberly Ferris, Organizational Health Consultant Toronto Group Sales - Consultant, Group Customer CANADA LIFE

With over 20 years in the insurance industry, Kimberly Ferris, Organizational Health Consultant at Canada Life specializes in disability 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. The Organizational Health Consultant plays an integral role within the Canada Life team to 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.

Patrick Hill, Associate Vice President in the Benefits & Health practice, Gallagher Benefit Services

Patrick is an Associate Vice President in the Benefits & Health practice 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.

Emilie Inakazu, CHRP, CHRL, Director, Benefits & Wellbeing

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.

Chris Lee, Vice President, Employee Communication Practice, Gallagher

Chris 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.

Barbara Martinez, Practice Leader, Drug Solutions Toronto 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.

Guillaume Richard, Actuary and Senior Consultant, Pension & Benefits

Guillaume is an actuary and senior consultant at Eckler Ltd., working with pension plan sponsors and group benefit plan sponsors. Guillaume’s areas of expertise include plan design, funding and accounting actuarial valuations, risk management, and compliance for retirement and group benefits plans.

Guillaume holds a bachelor’s degree in actuarial science from Laval University and is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries.

Lisa Stam, Founder, Springlaw

Lisa Stam is the founder of Springlaw​, a virtual law firm advising exclusively on workplace legal issues for employers and executives. She practices all aspects of employment, labour, 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. In addition to the day to day workplace issues from hiring to firing, Lisa frequently blogs and 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 continues to evolve employment law. Lisa spent 3 years in union-side boutiques, 7 years at the global law firm Baker McKenzie advising global employers, was a co-founding partner of an employment law boutique in 2014, and launched Spring Law in 2017. She continues to represent both employers and executives. Lisa graduated from Dalhousie Law School, after completing an undergraduate degree in medieval history at the University of Toronto.

Simon Tanguay, Manager, Claim Watch

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.

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.