Think 2023

Our annual client conference, Think, is back!

Join us on Wednesday, November 1, 2023, at RattleSnake Point Golf Club in Milton, Ontario, to hear the latest from the Cowan team and industry experts on the topics and themes that matter most in Group Benefits today. We will also welcome special guest Keynote Speaker Eric Termuende, Future of Work and Leadership Expert.

Contact your Cowan representative to learn more, or register now for the event. Space is limited.

 

Registration Closed

Location & Date

Wednesday, November 1, 2023 – 7:30 a.m. to 2:00 p.m.
RattleSnake Point Golf Club
5407 Regional Rd 25
Milton, ON L9E 0L1

Buffet Breakfast and Lunch will be served. 
Full details and agenda will be sent to all registered guests one week prior to the event.

 

Speakers

Eric Termuende

Keynote:

Eric Termuende, Future of Work and Leadership Expert

A globally recognized thought leader, bestselling author, and keynote speaker, Eric Termuende brings a fresh perspective to the future of work, leadership, workplace culture, and talent management.

 

Lianne Clarke

Lianne Clarke

Principal, Vice President, Wellness & Disability Innovation and Growth, Cowan Insurance Group

lianne.clarke@cowangroup.ca

Integrating data - connecting the dots

Integrating Data - Connecting the Dots

Presentation (PDF)

Video:
Organizational "dot connectors"

Video:
The pandemic and benefits costs

Video:
Connect the dots to wellness

Video:
Support employee wellness

Video:
Collect data for health indicators

Video:
Client case study

Lianne is accountable for the strategic priorities, initiatives, innovation and growth of our Return to Health® wellness and disability practice. As an industry expert in workplace wellness and disability, she uses data integration to help clients identify their organizational health risks and develop targeted wellness and disability program initiatives with a goal of reducing absenteeism and improving the health of employees.

Adam Diamond

Adam Diamond

Vice President Business Development Group Benefits, Cowan Insurance Group

adam.diamond@cowangroup.ca

Panelist – 5 Generations in the workforce

See panel discussion videos

An industry expert in benefits solutions, Adam is a member of the Group Benefits leadership team.  Adam is accountable for the growth of our benefits practice and developing strategic partnerships to enhance our service delivery and offering.

Tari Duguay

Tari Duguay

Principal Consultant and Practice Lead, National Benefits Consulting, Cowan Insurance Group

tari.duguay@cowangroup.ca

Drug review

Drug Review

Presentation (PDF)

Video:
Cost containment strategies

Video:
Supporting plan members with diabetes

Video:
Biologic Switching

Video:
Supporting productivity and vitality

Tari's expertise in improving the effectiveness of employee benefits programs and her outstanding ability to collaborate with multiple industry stakeholders enables her to provide the best possible financial arrangements and client service delivery.

Jacquie Fritsch

Jacquie Fritsch

Principal Consultant, Global Benefits, Cowan Insurance Group

jacquie.fritsch@cowangroup.ca

Panel Facilitator – 5 Generations in the workforce

See panel discussion videos

With over 20 years of experience with multinational clients and appropriating global benefits philosophies into the Canadian marketplace, Jacquie is integral to our National consulting team and global partnership practice.

Ryan Haffner

Ryan Haffner

VP Operations, Wellness and Disability, Cowan Insurance Group

ryan.haffner@cowangroup.ca

Panelist – 5 Generations in the workforce

See panel discussion videos

With over a decade of experience in wellness and disability, Ryan has worked in various progressive leadership roles. Ryan is responsible for our wellness and disability operations and supporting our clients with their absence and leave management products and services.

Shelly Redwood

Shelly Redwood

Principal Consultant, Pension and Retirement Consulting, Cowan Insurance Group

shelly.redwood@cowangroup.ca

Supporting financial wellness in volatile times

Supporting Financial Wellness in Volatile Times

Presentation (PDF)

Video:
Effects of financial stress on employees

Video:
Group retirement savings motivate employees

Video:
Diversification and staying the course

Video:
Enhance benefit offerings with little cost

Video:
Increase employee wealth with Make Sense

As a pension and retirement solutions expert and a National Consulting leadership team member, Sherry's accountabilities include retirement plan goal alignment for employers and employees at some of our company's key clients.

Karen Williamson

Karen Williamson

Consultant, Benefits Consulting, Cowan Insurance Group

karen.williamson@cowangroup.ca

Panelist – 5 Generations in the workforce

See panel discussion videos

Karen specializes in the technology sector and is an industry expert in domestic and global benefits solutions.  She is accountable for managing programs like TechLife that support Canada’s leading Innovation Companies.

Penny Zanussi

Penny Zanussi

Principal Consultant, National Group Benefits, Cowan Insurance Group

penny.zanussi@cowangroup.ca

Panelist – 5 Generations in the workforce

See panel discussion videos

Specializes as an industry expert of employee benefit plans that attract and retain employees in a diverse workforce and uncertain economy.

Lindsay Reid

Lindsay Reid

Pension and Retirement Consultant, Cowan Insurance Group

lindsay.reid@cowangroup.ca

Panelist - 5 Generations in the workforce

See panel discussion videos

With a passion for financial wellness, Lindsay helps clients, plan sponsors, and human resource departments, develop and manage group retirement programs that best fit their needs.

Seann McAleese

Seann McAleese

Davies Ward Phillips and Vineberg, LLP 

The hybrid work environment - is it the new normal?

Known for his in-depth employment knowledge and business-minded focus, he advises clients on the full spectrum of employment challenges, from restrictive covenants and employment standards to workplace policies, successor rights and executive compensation. 

Questions?

Contact Jennifer Green, Manager, Event Marketing, Cowan Insurance Group, at jennifer.green@cowangroup.ca.

About Cowan Insurance Group

As a prominent Canadian-owned and operated independent insurance brokerage and consulting firm, Cowan Insurance Group provides real value in insurance and risk management solutions to businesses, organizations and individuals. With over 500 employees and operating out of eight locations across Canada, we partner with leading national and international insurance companies to advise on and create retirement, group benefits, and international benefits programs for employee groups.

We offer a full range of disability management return-to-work support, including short-term disability and medical leave of absence management, long-term disability coordination, and disability management consulting services. We also offer wealth and asset management and financial and succession planning services to individuals, and specialize in property, casualty and credit insurance. Visit cowangroup.ca