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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

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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?

Session Evaluation
Speaker Bio

 9:30-10:30

U.S. Legislative Update

Canadian Legal/ Legislative Update

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

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

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

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

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
7:45-8:30President'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
11:15-12:15Meeting 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
1:30-2:30Health 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
2:45-3:45Virtual 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
4:00-5:00How 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
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
​​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
​Session Evaluation
Speaker Bio

Session Evaluation
Speaker Bio

​Session Evaluation
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​​Session Evaluation
Speaker Bio

12-1Make 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
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.