Patrick HillAssociate Vice President, Gallagher Benefit Services | | Chris LeeVice President, Employee Communication Practice, Gallagher
| Patrick is a Benefits & Health Consultant 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. | | Chris Lee is Vice President, Employee Communications Practice within Gallagher’s Employee Benefits Consulting Division in Canada. With Chris has over 20 years of experience in the financial services industry, Chris helps clients develop strategic internal communications plans to ensure organizations implement successful employee experience programs. Chris has served on the Board of Directors for the Greater Toronto Area Rewards Association as Vice President, ad has published articles in Canadian HR Reporter, Plans & Trusts Magazine. Chris is an appreciated and sought-after speaker at conferences including HRPA, CPBI, WorldatWork Total Rewards, IFEBP, and others. | | | | Gisela CarerePresident and Managing Partner, Benchmark Benefit Solutions | | Marcelina AyowVP of Group Benefits, Benchmark Benefit Solutions
| Benchmark Benefit Solutions is a full-service financial services boutique specializing in meeting the unique needs of executives and employees of public and private companies, associations, and not-for-profit groups. With over 27 years of steady and progressive industry experience proudly serving over 25,000 members, she has developed superior subject matter expertise in group benefits. Her passion for the industry has helped her hone her craft in various disciplines such as group actuary, group underwriting, benefit plan analysis, sales, training, and benefits plan communications. Gisela is a critical partner for organizations. Her insights, industry relationships, and strategies for containing benefit costs and introducing wellness initiatives contribute to healthier and stronger organizational teams. | | Marcelina Ayow has more than 40 years experience in insurance and employee benefits. Marcelina has spent the last 15 years with a leading insurance organisation in the Asia Pacific Region covering clients across 16 countries. She has gained tremendous Industry knowledge and expertise having assumed many roles in actuarial management with regional oversight responsibilities in the following areas: Product Design and Pricing (Individual, Group and Pensions) Actuarial Change Management Financial Management (Analysis, Reporting, Actuarial Liabilities and Risk-Based Capital) System Design and Implementation Risk Management
| | | | Barbara MartinezPractice Leader, Drug Solutions, Toronto Consultant, Group Customer, Canada Life | | Kimberly FerrisOrganizational 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 StamEmployment, Labour & Contracts Lawyer, Spring Law | | Steven Richardson, MAManager, 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. | | Steve Richardson is the Manager, Claim Watch. In this position, he oversees the Claim Watch unit, a team focused on the detection and prevention of fraud and abuse for a number of health insurance clients.
Steve brings unique and valuable investigative experience to the benefits fraud prevention industry from his key roles in policing and international affairs. Prior to joining Claim Watch in 2017, Steve spent 25 years with the RCMP in various positions, from uniformed policing to running a major crimes unit. His work with the RCMP earned him the RCMP long-service medal. In addition to the RCMP, Steve’s investigative past also includes work as a war crimes investigator with the Commission for International Justice and Accountability in Turkey, and as the Chief, Special Investigations Unit for the United Nations mission in the Central African Republic. In 2010, Steve was awarded the South West Asia Service medal for his service in Afghanistan as part of the Canadian Civilian Police Contingent.
| Testimonials |
“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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