CPBI Ontario Benefits Certificate Program

April 2 - 4, 2019 8:30 AM to 4:30 PMYorkville Conference Center, Toronto, Ontario
Area of Interest: Benefits, Networking Format: In Person


In Partnership with the HRPA, the Canadian Pension and Benefit Institute is pleased to offer the Benefit Certificate Program again for the Spring 2019! 



The Key to Attract and Retain Key Talent! Gain a Clear Understanding of Canadian Group Benefits.

Group 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.

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


HRPA and/or CPBI Members: $1500 + Taxes
Non-Members: $1800 + Taxes

***CPBI Members are able to register at a discounted rate. Please contact the CPBI Ontario Regional Office for the discount code - ontario@cpbi-icra.ca

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 three levels and receive your Benefits Program Certificate.

Each day builds on the knowledge and skills of the previous level. Successful graduates will have completed all three levels.

WHY you should be here:

Level 1 – Introduction to the key elements of a Canadian Benefits program. 

• Overview of the public and private benefits in Canada 
• Overview of plan design types (traditional, flexible benefit plans) 
• Underwriting & risk sharing approaches 
• Administration options 
• Technology solutions for plan members and plan sponsors 

Level 2 – In-depth look into cost management and claims management strategies and pricing. 

• Review of pricing and risk mitigation approaches 
• Overview of different cost management strategies for Drug, Health & Dental plans 
• Overview of claims management strategies for Drugs 
• Disability management options 
• Fraud management 
• Wellness strategies 
• Employee communication and member support beyond enrollment: making sure the participants understand the true value of plan 

Level 3 – Drug and Disability plan landscape and sharing of practical approaches via case studies. 

• Drug plan landscape by province 
• Management of high-cost drugs 
• Disability management case study 
• Wellness solutions – assessment tools, program delivery, strategy and approach

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.
  • Three 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


Shelley Frohlich, Director of Fraud Risk Management
As the Director of Fraud Risk Management in Sun Life’s Group Benefits division, Shelley 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. Shelley has been with Sun Life since 2010 and has worked in the investigation field within the insurance industry for the last 17 years, including participating in court and regulatory hearings pertaining to fraud.


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.


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. A 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.


Michael Moriarty
Michael is a pension and benefits communication consultant who specializes in the application of marketing techniques to communicate the complexities of pension and benefits plans. He works with both private and public sector clients to translate the language of benefits into messages that resonate with, educate and engage plan members. As a career communicator with over 25 years’ experience in marketing and communications, Michael has served in both corporate and consulting environments. Most recently Michael worked with Eckler Ltd. as a senior communications consultant. Prior to Eckler he was the president of MME & Associates, a group insurance consulting firm that provided marketing and communications solutions for a range of association and corporate clients. Michael is also a former publisher of Benefits Canada and Employee Health + Productivity magazine, an award-winning journal that explored the links between employee productivity and workplace wellness. In his free time, Michael teaches pension and benefits communication at Humber College’s Centre for Employee Benefits PPAC and CEB certificate programs

>> Register by clicking here!  <<

Cancellation Policy
Fees and Registration
Membership TypesRegular Price
Regular membership$1,500.00 CDN
Plan Sponsor Individual Membership$1,500.00 CDN
Associate$1,500.00 CDN
Student$1,500.00 CDN
Non Member$1,800.00 CDN