ISCEBS 18700 W. Bluemound Rd P.O. Box 209 Brookfield, WI 53008-0209 Phone: (262) 786-8771 Fax: (262) 786-8650 iscebs@iscebs.org

Continuing Professional Education

Insurance Professionals | PHR/SPHR/GPHR | CPA | CFP | Attorney | Other | Canadian Insurance Professionals

Members who need continuing professional education credit for licensing or other reasons can satisfy their requirements through Symposium attendance.

The Society is a recognized sponsor of continuing education programs for  insurance professionals in both the United States and Canada, CPAs, attorneys and enrolled actuaries.

If you are interested in continuing education credit, make sure you mark the Symposium registration form. Since the policies and procedures for granting credit can vary by profession and location, it is often necessary for the Society to seek advance approval of the Symposium program. Early registration is recommended.

Continuing education attendance forms must be used to document credit hours. Personalized forms will be given to you at the meeting site if you requested credit in advance. To request confirmation of credit to be earned or to request credit IF YOU HAVE NOT ALREADY DONE SO, call the Society Continuing Education department at (262) 786-6710, option 2 or e-mail continuinged@ifebp.org. A $25 service charge, as indicated on the registration form should be paid in advance of the program taking place.

Insurance Professionals

2010 Symposium – Preapproved Insurance Continuing Education Sessions
Note: Producers licensed in CA, CO, FL, ME, MN, MS, MO, NJ, NC, SC, TX, UT, WA, WI must attend at least one session in each time frame in order to receive credit for that day. Three days of Symposium are preapproved individually – see below.

Monday - October 4
8:30-9:30 a.m.          
US Legislative Update

9:45-10:45 a.m.        
An Insider’s View of Upcoming Regulations in Health Care & Pension

11:15-12:15 p.m.      
Health Care Reform—What You Need to Do Today, Tomorrow & Beyond
Working with the Plan Auditor

1:30-2:30 p.m.          
Nuts & Bolts of Health Care Reform Workshop
The State of Retirement Income: Preparation & Future Prospects
Long-Term Care Insurance—Employers Face a Decision

2:45-3:45 p.m.
Improving Retirement Readiness in America
Cross-Border Health Care Options to Reduce Medical Costs

4:00-5:00 p.m.       
A Corporate Culture of Wellness: Embed Health in Your Business Model
Retirement Plan Oversight: Balancing Needs of Sponsor, Participants & Vendors

Tuesday - October 5
8:00-9:00 a.m.
U.S. Recent Legal Decisions

9:30-10:30 a.m.
Retirement Plan Benchmarking

10:45-11:45 a.m.
Total Health Philosophy
The Latest on Retirement Plan Regulations

1:15-2:15 p.m.
Helping Employees Navigate Retirement
Department of Labor Update

2:30-3:30 p.m.
Stop-Loss Coverage—Getting Even More Important
Target Retirement Funds—Everything You Ever Wanted to Know

3:45-4:45 p.m.
Understanding Fiduciary Liability for ERISA Health and Welfare Plans
What Women Want (and Need) in Retirement—Retirement Living From A to Z

Wednesday - October 6
9:15-10:15 a.m.
Transparent Benefit Cost Reduction in a Free-Falling Economy
Is Your Retirement Plan Successful? How Do You Know?

10:30-11:30 a.m.
Could Your Organization Be Healthier?
The Trend in Participant Fee Disclosure for Retirement Plans
Centralizing Global Benefit Programs—A Case Study

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Updated 8/31/10

*States require instructor approval. Amount of approved credit is subject to change
** Must attend session(s) of Pennsylvania approved speakers

Pennsylvania Reduced Version of Approved Insurance Sessions

Producers licensed in the state of Pennsylvania must attend all of the following pre-approved sessions per day in order to receive insurance credit. Each day has been approved as a separate course. For questions, please contact Lisa Apmann at (262)373-7642 or lisaa@ifebp.org.

Monday Symposium 2010 (180 minutes)

11:15-12:15p.m., Working with the Plan Auditor, Crystal Ekanayake, CEBS
1:30-2:30p.m., Long-Term (LT) Care Insurance—Employers Face a Decision, Dennis Healy
4:00-5:00p.m., A Corporate Culture of Wellness: Embed Health in Your Business Model, Sheila Laing
      -OR-
4:00-5:00p.m., Retirement Plan Oversight: Balancing the Needs of Sponsor, Participants and Vendors, Debra Rosenberg, CEBS, Mary Komornicka, CEBS

Tuesday Symposium 2010 (240 minutes)
                                                            
8:00-9:00a.m., U.S. Recent Legal Decisions, Katherine Hesse, CEBS
10:45-11:45a.m., the Latest on Retirement Plan Regulations, Mary Komornicka, CEBS
2:30-3:30p.m., Stop-Loss Coverage—Getting Even More Important, Eric Jacobson, CEBS
3:45-4:45p.m., Understanding Fiduciary Liability for ERISA Health and Welfare Plans, Liliana Salazar

Wednesday Symposium 2010 (60 minutes)
    
9:15-10:15a.m., Transparent Benefit Cost Reduction in a Free-Falling Economy, Michele Talka, CEBS

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PHR^®, SPHR^® and GPHR^®

The 2010 Symposium has been approved for 15 (General) recertification credit hours toward PHR®, SPHR®, GPHR® recertification through the HR Certification Institute. Recertification credits have also been awarded for Strategic Business Management and International Management – sessions for these categories are listed here. Instructions for reporting credit will be included with your continuing education certificate following the Symposium. Any HRCI questions can be directed to HRCI 1-866-898-4724 or view website policies www.hrci.org/recertify. Questions may also be directed to the Society’s Continuing Education department. The use of this seal is not an endorsement by HRCI of the quality of the program.  It means that this program has met HRCI's criteria to be pre-approved for recertification credit.

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CPAs

ISCEBS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors,150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417; Web site: www.nasba.org.

In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour, 18.5 total hours. All credit applies to the Specialized Knowledge and Applications category of credit. This is an intermediate level group-live instructional program. There are no prerequisites, and no advance preparation is required. The objective of this program is to update CPAs regarding topical concerns in the employee benefits field. You will learn about:

• Future legislative and regulatory initiatives that may impact your organization’s employee benefit plans
• Emerging trends in the employee benefits industry—in both the health and welfare and pension areas.

You will gain information and techniques needed to keep abreast of these latest trends for the benefit of your practice and clients.

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CFPs

Each of the following sessions have been preapproved for 1.0 hours by the CFP® Board of Standards

Monday - October 4
11:15-12:15 p.m.
Health Care Reform—What You Need to Do Today, Tomorrow and Beyond

1:30-2:30 p.m.
Nuts and Bolts of Health Care Reform Workshop—Short- and Long-Term Implications for Plan Sponsors
The State of Retirement Income: Preparation and Future Prospects

2:45-3:45 p.m.
Cross-Border Health Care Options to Reduce Medical Costs

4:00-5:00 p.m.
Retirement Plan Oversight: Balancing the Needs of the Sponsor, Participants and Vendors

Tuesday- October 5
9:30-10:30 a.m.
Retirement Plan Benchmarking
                                                                                    
10:45-11:45 a.m.
The Latest on Retirement Plan Regulations

1:15-2:15 p.m.
Department of Labor Update

2:30-3:30 p.m.
Stop-Loss Coverage—Getting Even More Important
Target Retirement Funds—Everything You Ever Wanted to Know

3:45-4:45 p.m.
Target vs. Asset Allocation Default Option—Balancing Choice

Wednesday - October 6
9:15-10:15 a.m.
Is Your Retirement Plan Successful? How Do You Know?

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Attorneys

The total minutes of CLE instruction for three days of Symposium is 540 minutes.Sessions recommended for Continuing Legal Education:

Monday - October 4
8:30-9:30 a.m.     
US Legislative Update

9:45-10:45 a.m.   
An Insider’s View of Upcoming Regulations in Health Care & Pension

11:15-12:15 p.m. 
Health Care Reform—What You Need to Do Today, Tomorrow & Beyond
Working with the Plan Auditor

1:30-2:30 p.m.     
Nuts & Bolts of Health Care Reform Workshop

Tuesday - October 5
8:00-9:00 a.m.
U.S. Recent Legal Decisions

9:30-10:30 a.m.
Retirement Plan Benchmarking
Contingent Workers and Benefit Concerns—A Case Study

10:45-11:45 a.m.
The Latest on Retirement Plan Regulations

1:15-2:15 p.m.
Helping Employees Navigate Retirement
Department of Labor Update

3:45-4:45 p.m.
Understanding Fiduciary Liability for ERISA Health and Welfare Plans
Do You Know Where Your Workers Are? Update on Worker Documentation

Wednesday - October 6
No sessions recommended for continuing legal education.

Note: CLE is administered based on attorney’s attendance. Please submit one continuing education attendance form at the end of each session to ensure proper documentation of attendance and reporting of credit. Direct all continuing education inquiries to the Society’s CE Department at (262)786-6710, option 2; or email continuinged@ifebp.org

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Other Professions

For information on how the Symposium could meet continuing education requirements for other professions, call the Society at (262) 786-6710, option 2.

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Canadian Insurance Professionals

Life insurance agents can earn credit in Alberta, British Columbia, Manitoba, Ontario and Saskatchewan. The program will be submitted to Quebec for approval upon request.

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