Welcome to The Benefits Trust Zoomcast!
An HR Specialist’s Perspective on Employee Benefits in 2024 (1.0 CE Credit)
Time: 10:00 am – 11:00 am EST
How do benefits influence an employee’s decision to work for or stay with a company? How are benefits viewed as a part of the overall compensation philosophy? How can they influence performance?
Attend this Zoomcast to gain valuable insights from a seasoned HR professional specializing in small and mid-sized businesses in order to have valuable conversations with your clients and prospects and separate yourself from the competition.
In this Zoomcast we’ll look at:
- Benefits plans as a recruitment advantage
- How performance management can be directly tied to benefits
- Best practices around benefits and absence management
- How corporate culture and benefits must align
- Q & A
This Zoomcast will be presented with Luisa De Jesus, CHRP, CHRL, Founder & President of LD Human Resources, an HR firm with over 20 years of experience helping Small and Mid-Sized businesses, and The Benefits Trust, Canada’s largest independent third-party administrator.
Creating the Sticky Client with Creative Plan Design Ideas (1.0 CE Credit)
Time: 10:00 am – 11:00 am EST
Customized plan designs often result in strong long-term client relationships. They’re also associated with higher employee satisfaction and retention. True plan customization is not available for small and mid-sized businesses with most mainline insurance carriers.
Attend this session to find out who is the perfect prospect for a customized plan design.
In this Zoomcast we’ll look at:
- How to assess the perfect prospect for creative plan designs
- Client needs analysis
- Understanding the risks and how to manage them
- Case studies
- Taxation considerations
- Q & A
This Zoomcast with be presented by The Benefits Trust, Canada’s largest independent third-party administrator.
The Ins and Outs of Group Travel Insurance (1.0 CE Credit)
Dates: November/December 2023 TBD
Time: 10:00 am – 11:00 am EST
Emergency travel insurance is one of the most confusing and contentious issues in an employee benefits plan. The stakes are high and the rules are often misunderstood.
Attend this session to gain a better understanding of Emergency Travel Insurance so you can better advise your clients.
______________________________________________________
Tuesday, September 26, 2023
10 a.m. ET / 11 a.m. AT
Dr. Les Kertay
Clinical and Consulting Psychologist
Tara Anstey
Director, Business Development, Client Value,
Medavie Blue Cross
Olivier Pagé
Director, Group Disability
Management Operations Medavie Blue Cross
Emerging Strategies for Disability Management
Join us for our next Insights webinar of 2023 when we take an in-depth look at how the data trends and public policy changes are impacting benefit plans, and the latest strategies in disability management. We’ll share how Medavie Blue Cross is raising the industry bar by integrating our drug, health and disability data insights and investing in an industry-leading system to support case management, measurement, and design and payment flexibility.
Don’t miss this free, information-packed, CE-accredited session to learn how mining the data, leveraging the latest technology, and collaborating with all stakeholders, are resulting in effective return-to-health-and-work strategies.
______________________________________________________
2023 ADVISOR ROADSHOW
Benefits solutions and insights for a changing world
Register now!Our Group Benefits Advisor Roadshow returns to a city near you this fall. Take advantage of this opportunity to: - Learn about the forces shaping our industry;
- Network with your peers; and
- Earn CE credits.
NEW CITY ADDED: We’re excited to announce that we’ve added Halifax as one of the stops on our tour this year.
Agenda
AI and benefits fraud: A double-edged sword
Emerging technologies, such as Artificial Intelligence, have the potential to revolutionize the way we live and work. Insurers are using a variety of these technologies to detect and control benefits fraud. But they can also be leveraged for nefarious purposes – including benefits fraud. This presentation will discuss some of the technologies that are becoming commonplace today and explore the potential for their use and misuse in the future. It will also examine what group insurers can do to harness these technologies while minimizing the risks.
Speaker: Jon Sider, Director, Group Health and Dental Claims, Equitable Life
It's complicated: Mental health and disability management
No two disability cases are the same. Each comes with its own unique set of circumstances. But regardless of the cause of the disability, the claimant’s mental health almost always plays a role. Using real-life case studies, this presentation will examine the complex factors that can contribute to a claimant’s recovery and return to work, including physical and psychological co-morbidities, the workplace environment and the claimant’s financial wellbeing. The presentation will examine the resources available to bring about positive outcomes and discuss what plan sponsors can do to help prevent disability and improve the health of their workforce.
Speaker: Meredith Weldon, Director, Group Life and Disability, Equitable Life;
Jeff Alcock, Group Benefit Operations Vice-President, Equitable Life
Controlling the controllable: Managing the shift in drug trends
The last 12 months has been characterized by extreme changes – both expected and unexpected – to the Canadian drug “world”. More employers are exposed to trend volatility and risk. This session will focus on providing practical insights on what plan sponsors can do to protect themselves, and the steps that Equitable is taking to help mitigate that risk.
Speaker: Martin Chung, Assistant Vice President, Strategic Health Management, Equitable Life
Register
Click on a city below to register.
Tuesday, Oct 3
Courtyard by Marriott Halifax-Dartmouth
Spruce & Oak Room
Wednesday, Oct. 4
Ottawa Hunt and Golf Club
Thursday, Oct. 5
Thornhill Golf and Country Club
Tuesday, Oct. 10
Delta Hotels by Marriott London Armouries
Gunnery Room
Wednesday, Oct. 11
Double Tree By Hilton Kitchener
Ontario Ballroom BC
Thursday, Oct. 12
Oakville Conference Centre
Oakville A Room
Monday, Oct 16
The Westin Bayshore
(Parking will be paid for by Equitable Life)
Tuesday, Oct 17
Delta Hotels Edmonton South Conference Center
Wednesday, Oct, 18
Holiday Inn & Suites Calgary South Conference Centre
Thursday, Oct. 19
Delta Hotels by Marriott Bessborough
Friday, Oct. 20
Inn at the ForksThe sessions start at 8:30 am and run until 11:30 am. Breakfast is served beginning at 7:45 am.
______________________________________________________
Canadian Benefits Certificate Program - Fall 2023
October 3 - 12, 2023 9:30 AM to 4:00 PM
Online - Eastern Time
Canadian Benefits Certificate ProgramOnline Course offered by CPBI Ontario in partnership with the Human Resources Professionals Association
This course qualifies for 23 CPD Hour(s) and CE credits for Life Licensed individuals (Ontario only)
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
Price
HRPA and/or CPBI Members: $1,870 + Taxes
Non-Members: $2,350 + Taxes
*** CPBI Members can email ontario@cpbi-icra.ca for assistance with the registration at discounted price. 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 offline independent work (outside of the daily sessions). The in-class virtual modules will be held as follows:
Schedule:
Introduction - October 3, 2023 (9:30am - 10:00am EST)
Module 1 – October 3, 2023 (10:00 am – 12:00 pm EST)
Module 2 – October 3, 2023 (2:00 pm – 4:30 pm EST)
Module 3 – October 5, 2023 (10:00 am – 12:00 pm EST)
Module 4 – October 5, 2023 (2:00 pm – 4:30 pm EST)
Module 5 – October 10, 2023 (10:00 am – 12:00 pm EST)
Module 6 - October 10, 2023 (2:00 pm – 4:30 pm EST)
Module 7 – October 12, 2023 (10:00 am – 12:00 pm EST)
Module 8 - October 12, 2023 (2:00 pm – 4:00 pm EST)
For more information or registration please call the Toll-free number: 888 788-3185 Choose 1 for Region, then Ext. 3, or email ontario@cpbi-icra.ca
www.cpbi-icra.ca/Events/Details/Ontario/2023/10-03-Canadian-Benefits-Certificate-Program
