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2023 Symposium

Symposium Session Materials

This page is available to provide access to Symposium session materials. Session materials are available below (in .pdf format) by clicking on the session title.

Overall Evaluation

The Symposium overall evaluation is online. Please take a moment to provide your feedback.

Monday, August 21

	Health	Retirement	General Benefits	Canadian
8:00-9:15	Keynote: Gen Z Is Coming: Can Your Benefits Attract and Retain the Next Generation?
8:00-9:15	Session Evaluation Speaker Bio
9:30-10:30	U.S. Legislative Update			Canadian Legal/ Legislative Update
9:30-10:30	Session Evaluation Speaker Bio			Session Evaluation Speaker Bio
11:00-12:00	The Frightening Connection Between the Economy and Chronic Disease	Statutory and Regulatory Outlook for Retirement Plans	Caring for the Caregiver: Designing Work and Benefits That Support Your Workforce’s Many Obligations	Reexamining Benefits in a Perfect Storm of Inflation and a Tight Labour Market
11:00-12:00	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio
1:30-2:30	Successful Battles Against High-Dollar Claims: Tales From the Front Lines	How Can You Design an Emergency Savings Program to Meet the Needs of Your Diverse Workforce?	Employment Extenders: A (Labor) Force to Be Reckoned With	The Future of Companies: The Trauma-Informed Workplace
1:30-2:30	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio - Maynard Speaker Bio - Stop	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio
2:45-3:45	The Importance of Preventive Care to Employee Well-Being	Retirement Education to Drive Change—A Case Study	How to Drive the Diversity and Inclusion (D&I) Business Imperative Through Global Benefits
2:45-3:45	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio - Mielke Speaker Bio - O'Brien
4:00-5:00	WA Cares: Legislating Long-Term Care	Retirement Plan Distribution Dilemma	How Can Plans Mitigate Risk When Implementing an Infertility Benefit?	The Emergence of Plan Sponsor Pharmacies in Canada—An Innovative Approach to Expanding Access to Health Benefits
4:00-5:00	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio - Choi Speaker Bio - Hofert	Session Evaluation Speaker Bio

Tuesday, August 22

	Health	Retirement	General Benefits	Canadian
7:45-8:30	President's Report
8:30-9:30	U.S. Legal Update			Navigating the EAP Evolution
	Session Evaluation Speaker Bio			Session Evaluation Speaker Bio
10:00-11:00	A Perfect Storm: Forcing Plan Sponsors to Reevaluate Their PBM Arrangements	Retirement Plan Enforcement Update—Most Common Violations From IRS and DOL and How to Fix Them	Equity and Choice: The Importance of Lactation Benefits for New Moms in the Workforce	Reimagine and Redesign Retirement—Part 1
	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio - Chan Speaker Bio - Jones
11:15-12:15	Meeting Diversity, Equity and Inclusion Initiatives Through Your Medical Plan	DOL Investigations: What to Expect and Best Practices to Avoid ERISA Issues	EEK! We Are Being Sold! The Human Dynamics and Real-World Challenges of Acquisitions Comparative Example Due Diligence Checklist Q&A Examples	Reimagine and Redesign Retirement—Part 2
	Session Evaluation Speaker Bio - Baker Speaker Bio - Nienhuis	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio - Carter Speaker Bio - Didrikson	Session Evaluation Speaker Bio - Chan Speaker Bio - Jones
1:30-2:30	Health Equity and Disparity for Those With Obesity	Digesting New DOL Guidelines and the ERISA Litigation Landscape: Best Practices for Benefit Plan Fiduciaries	The Perks of Personalization: Building a Better Benefits Experience	The Generational Divide: The Ys and the Zs
	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio - Foster Speaker Bio - Vick	Session Evaluation Speaker Bio
2:45-3:45	Virtual Physical Therapy for a Physical Workforce	Liability Insurance in Retirement Plans, Your Risks and You	Pirates of the PHI: Identifying and Responding to a Cyberattack According to HIPAA Best Practices	Virtual Physical Therapy for a Physical Workforce
	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio - Massa Speaker Bio - Smoots	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio
4:00-5:00	How to Comply With the Mental Health Parity and Addiction Equity Act	U.S. Legal Update—Discussion and Follow-Up	Benefit Disrupters: A Facilitated Open Discussion	Let's Talk Canadian Benefits: A Facilitated Open Discussion
	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Facilitator Bio	Session Evaluation Facilitator Bio

Wednesday, August 23

	Health	Retirement	General Benefits	Canadian
8:00-9:00	Keynote The Future of Health Care and Increased Longevity
8:00-9:00	Session Evaluation Speaker Bio
9:30-10:30	Bridging the Sleep Care Gap in Chronic Disease	The Mainstreaming of ESG Investing	Payroll Administration and Traps to Avoid: What Benefits Professionals Need to Know	Bridging the Sleep Care Gap in Chronic Disease
9:30-10:30	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio
10:45-11:45	The Increasing Importance of Value-Based Care	SECUREing 401(k) Participation With Student Loan Matching Contributions	The Intersection of Leave Laws and Employee Benefits	Creating the Pension and Retirement Experience of the Future
10:45-11:45	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio
12-1	Make the Most of Your FSA, HSA or HRA Plans	Solve for Tomorrow, Not for Yesterday: A DEI Savings Solution Benefits Quarterly article	My Role Has Been Expanded to Include Global: Now What?	Gender Affirmation Benefits in the Workplace: Why It Matters, and How Plan Sponsors Can Support Their Employees
12-1	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio	Session Evaluation Speaker Bio - Bixby Speaker Bio - Phelps	Session Evaluation Speaker Bio

Overall Evaluation

The Symposium overall evaluation is online. Please take a moment to provide your feedback.

Symposium