Benefits 101

May 29, 2019 7:30 AM to 11:30 AMFairmont Palliser, Calgary, Alberta
Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person
Cancellation Policy


Wednesday May 29th from 7:30 a.m. to 11:30 a.m. at the Fairmont Palliser Hotel 

Join us for our half-day Benefits 101 session! If you are new to the industry or want to gain a better understanding in the world of benefits, this session is for you.

The Benefits 101 session will cover the following topics:

  • Principles of Group Insurance
  • Components of a Benefits Plan
  • Plan Design Options
  • Underwriting, Pricing & Funding Arrangements
  • Role of the Plan Administrator
  • Employee Communication
  • On the Horizon


Who should attend:  

  • Human resources generalists
  • Executives of small to mid-size organizations who oversee benefits
  • Junior benefits staff
  • Insurance brokers and financial planners
  • Payroll administrators
  • Students
  • Anyone who wants a basic understanding of benefits fundamentals


CPBI members $105 / Non-members $165 (includes breakfast)



David Maltman

Regional Manager, Client Services



Colleen Macdonald

Account Executive, National Accounts

Sun Life Financial


Andrew Thorburn, BBAIS

Manager, Group Sales & Business Development – Alberta Region

Co-operators Life Insurance Company


Brennan Boyko

Account Executive

Industrial Alliance


Shannon Hughes

Director, Business Development

Hillcrest Financial


 What attendees are saying about our recent sessions
  • “When a presenter holds your attention with content and style and you don't realize an hour has passed, they have done an excellent job.”
  • “Really good presenter and topic of presentation is timely. The presenter made a very technical topic accessible and interesting.”
  • “Highly recommend PD day for my colleagues to attend in the future.” 


Wednesday May 29, 2019
Registration & Breakfast 7:30 a.m. to 8:00 a.m.
Presentations: 8:00 a.m. to 11:30 a.m.            



Fairmont Palliser Hotel                     
133 9th Avenue SW                     
Turner Valley Room

Registration Fee

CPBI Members: $105                    
Future Members: $165                            
GST #106865330 RT0007


Krista Frayn                     
Phone: (587) 435-2724                     
[email protected]

Upcoming Southern Alberta Events
  • April 25, 2019 - Robo Advisors & ETF’s – The Next Generation for Group Retirement & Savings Plans
  • May 29, 2019 - Benefits 101
  • June 4, 2019 - 14th Annual Golf Tournament
  • June 13, 2019 - Exploring Pharmacare Options: A Critical Analysis

Other CPBI Events 
  • April 9-11, 2019 -   0219 CPBI Saskatchewan Regional Conference
  • June 17-19, 2019 - FORUM 2019 
  • October 2-4, 2019 -  2019 CPBI Atlantic Regional Conference