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Planning and Conducting
Educational Programs

Choosing a Topic
One of a chapter's goals (and perhaps its most visible) is providing continuing education opportunities through educational programs. Choosing timely and relevant topics is a challenge many chapters face at some point. Most have found that popular topics held annually (e.g. Fundamentals of Health and Welfare, Fundamentals of Retirement Plans, Form 5500 Basics, Legislative Update) along with topics of a more specific, time-sensitive or advanced nature provide a wide variety that appeals to a diverse membership.

See what other chapters have been doing for their education programs - as well as reported attendance numbers. The Society is compiling a list of these events and it is available here.

Don't see your chapter's latest program listed? Contact the Society and let us know how it went!

Templates and Ideas
Many chapters use form letters or templates when requesting speakers for education programs. These form letters may be modified for each individual chapter.

The New York Metro Chapter has utilized speakers from the Department of Labor. The DOL has spoken at several education programs for free due to the tax exempt status of the chapter. Theform letter is a great way to quickly make a request for a speaker.

Other program suggestions include marketing ideas and program topic ideas.

Feedback is one of the most important aspects to Educational Programs. It is important to offer programs that are well received by attendees so future programs are also successful.

Here is a sample program feedback form. Chapters may add their own logo/information to personalize the form.

Continuing Education With International Foundation Coordination
The International Foundation of Employee Benefit Plans can provide assistance with submission of programs to various organizations and state insurance programs for continuing education (CE) credits. Click here for the guidelines.

Meeting Planning Checklist
Educational seminars have the same basic components meeting after meeting. This checklist is a great way to ensure the chapter is prepared for any upcoming programs.

Submitting a program flyer
Among the services available to chapters is the creation and mailing of promotional flyers for chapter programs. If your program's details have been confirmed and you're ready to produce a flyer, you can quickly and easily submit the details to the Society.