Symposium Details

Printable version

42nd Annual ISCEBS Employee Benefits Symposium

August 20-23, 2023
The Westin Seattle
Seattle, Washington

2022 Educational Agenda

Below is the schedule for the 2022 Symposium. The 2023 agenda and schedule will be available in March 2023. All events and timeframes are subject to change.

Sunday, August 7


    • Available in person
    • Available virtually
    • Health
    • Retirement
    • Canadian
    • General

    No sessions match your selected criteria.

    Sessions will be announced soon.

     2022 Speakers

    • Lisa J. Allen, CEBS Senior Director Total Rewards Goodwill of Central & Southern Indiana
    • David Atkinson Senior Vice President, HR Strategy and Transformation Atrium Health
    • Laurel Beedon Senior Research Fellow WISER
    • Nate Black Vice President, Consumer Driven Health Voya Financial
    • Andrea Boctor Partner Osler, Hoskin & Harcourt LLP
    • Alex Boucher Principal and National Practice Leader MMB Canada
    • Virginia O. Brennan, CEBS Head of ABA Retirement Funds and Multiple Employer Solutions Voya Financial
    • Donna L. Brewer, CEBS Compliant, ISCEBS-Fellow Director of Employee Benefits Wesleyan University
    • Marti Cardi Vice President, Product Compliance Matrix Absence Management Inc & Reliance Standard Life Ins Co
    • Simon Chan, M.B.A., CFP Founder and Chief Executive Officer Adapt With Intent Inc.
    • Jenah Chandani Associate Osler Hoskin & Harcourt
    • Leonard B. Comberiate, CEBS Compliance, ISCEBS-Fellow Assistant Associate Professor New York University
    • Mary Delaney, M.S. Managing Partner Vital Incite
    • Jennifer Doss Senior Director, Defined Contribution Practice Leader CAPTRUST
    • Mike Drak Author, Speaker, Retirement Lifestyle Designer
    • Roselyn Feinsod, FSA Principal EY
    • Brian Gilmore Vice President, Lead Benefits Counsel Newfront
    • Josh Golden Senior Vice President of Strategy CapitalRx
    • Andrew Grantham Executive Director and Senior Economist CIBC Capital Markets
    • Steven E. Grieb, J.D., CEBS Compliant Senior Compliance Counsel Gallagher
    • John Griffin Principal ASC Institute
    • Patrick J. Haraden, CEBS Compliant President Lockton Companies
    • Justin M. Held, CEBS Senior Research Analyst International Foundation of Employee Benefit Plans
    • Samuel A. Henson, J.D., CEBS, CEBS Compliant, ISCEBS-Fellow, ASPPA-APM Chief Legal Officer Creative Legal Planning
    • Katherine A. Hesse, CEBS Compliant, ISCEBS-Fellow Partner Murphy, Hesse, Toomey & Lehane LLP
    • Sarah A. Holden, Ph.D. Senior Director of Retirement and Investor Resesarch Investment Company Institute
    • Patricia Jesperson Chief Curiosity Officer EmployeeEXP
    • Zaheed Jiwani, CFA Principal Eckler Ltd.
    • Rick E. Jones, FSA, EA, MAAA Senior Partner Aon
    • Richard L. Jones Executive Vice President Heritage CARES/Heritage Health Solutions
    • Tammy Kaplan Product Manager & Employer Strategy Enablement Empyrean
    • Jay M. Kirschbaum, J.D., LL.M. Sr. Vice President and Director - Benefits Compliance World Insurance Associates LLC
    • James A. Klein President American Benefits Council
    • Orly Krause Principal Mercer
    • Ronald S. Krupa, CEBS Compliant, ISCEBS-Fellow Director, Health & Benefits Consulting Willis Towers Watson
    • Katherine Lacy-Wilson, CEBS Compliant, ISCEBS-Fellow Employee Benefits Compliance Attorney USI Insurance Services
    • Suzanne M. Lepage Private Health Plan Strategist Suzanne Lepage Consulting
    • Elena Lynett, J.D. Senior Benefits Consultant Segal Co
    • Eric R. Mooney Investment Solutions Executive Sunlife
    • Christian M. Moreno Senior Vice President Lockton
    • Cheryl Nienhuis, MBA, CEBS, PHR Director, Complex Care Program Mayo Clinic
    • Ryan M. Olson, CEBS, CFP Sr. Retirement Plan Consultant Gallagher Benefits Services
    • Michelle M. Oram, CEBS Compliant, ISCEBS Fellow Product Owner, Guidance & Advice Manulife
    • Kelly Polinski MPH Brown & Brown
    • Kamila B. Polus Legal Consultant Aon Reed Stenhouse Inc.
    • Jillian Ritter AVP, Account Executive Lockton Companies
    • Ady Sharma Vice President and National Cyber Sales Operations Manager and Broker Aon
    • Susan M. Sieger Senior Compliance Consultant Employee Benefits Corporation
    • Ryan A. Siemers, CEBS Compliant, ISCEBS-Fellow Principal Aegis Risk LLC
    • Wes Smith Senior Vice President, Advisory and Consulting Certilytics Inc
    • Darren B. Steeves, M.Sc., CEP, CSCS Founder JackHabbit
    • Julie M. Stich, CEBS Vice President, Content International Foundation of Employee Benefit Plans
    • Bonni Titgemeyer, CEBS-Compliant, CHRL, CMS, SHRM-SCP, SPHR Managing Director The Employers' Choice Inc.
    • Stacey Tovrov Head of Retirement Solutions Investment Strategy BlackRock
    • Jack Towarnicky, CEBS of Counsel Koehler Fitzgerald LLC
    • Valerie Travis Founder bespoke benefit solutions
    • Meghan J. Vallis, CEBS Compliant Group Sales Vice President, Western Canada Equitable Life
    • Lisa Villalobos, CEBS Managing Consultant Aeolic Consulting
    • Mark S. Weinstein, CEBS Compliant, J.D., LL.M., M.P.H., CPA President/ CEO Independent Colleges and Universities Benefits Association (ICUBA)
    • Brent Westra Director, Complex Care Program Mayo Clinic
    • Sandra M. Wood, CEBS Compliant Chief Benefits Consultant The Benefits Academy
    • John Zutter CEO Employer Direct Healthcare