Benefits Basics Bootcamp

I am planning a half-day retirement session

US
Sample Sessions
Benefits Morning

Greater Pittsburgh Chapter Presentation
November 1, 2018

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What's on the Horizon for Health Care and Retirement Benefits

Presented by: Magan Warzinski, Henderson Brothers

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Benefits Morning

Greater Pittsburgh Chapter
November 1, 2018

Topics included Retirement Benefits

Benefits Morning Flyer

Canada
Sample Sessions

TBA

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TBA

I am planning a full-day retirement session

US
Sample Sessions

2018 Employee Benefits Seminar

Twin Cities Chapter Presentation
May 23, 2018

This seminar is the Twin Cities Chapter's perennial event for gaining integral knowledge in the field of employee benefits. Their knowledgeable speakers provided interactive sessions on a variey of subjects that were informative and topical. (Click here to view the full brochure.) The seminar consisted of two tracks: Fundamentals of Employee Benefits and Contemporary Issues in Employee Benefits. Some of the sessions included:

  • How to Speak Retirement Plans
  • Legal Framework
  • Plan Administration and Design

Benefits Morning
Greater Pittsburgh Chapter

November 1, 2018

What's On the Horizon for Retirement Benefits

Presented by: Megan Warzinski, Henderson Brothe

Sample Marketing

2018 Employee Benefits Seminar

Twin Cities Chapter Presentation
May 23, 2018

Topics included How to Speak Retirement Plans, Legal Framework and Administration and Design.

View the brochure.

2018 Retirement Plan Seminar

Central Indiana Chapter
August 15, 2018

Topics included Washington and ERISA Update, Covering Coverage, Automatic Enrollment, Ethics and Controlled Service Groups

Benefits 360

New York Metro Chapter
September 26, 2018

Topics included Common Financial

Benefits 360 flyer

Benefits Morning

Greater Pittsburgh Chapter
November 1, 2018

Topics included What's on the Horizon.

Benefits Morning flyer

Canada
Sample Sessions

Fundamentals of Pensions

Southwestern Ontario Chapter Presentation
October 3, 2017

Introduction to Social Programs & Private Plans

Presented by: Michelle Oram, CEBS, Fellow, Director, Product Development, Manulife

Plan Governance and Administration

Presented by: Kim Francis, GBA, Director Training and Professional Development, Sun Life Financial

Investments 101

Presented by: Scott Hustwitt, Wealth Advisor and Paul Weber, Pension Consultant with Cowan Insurance Group

Member Education & Communication

Presented by: Karen Keast, Pension Consultant, The Williamson Group

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Fundamentals of Pensions

Southwestern Ontario Chapter Presentation
October 3, 2017

This full-day seminar is designed for someone who is looking for a quick overview of employee benefits.

I am planning a half-day group benefits/health session

US
Sample Sessions
Wellness Roadmap-The Journey to a Culture of Health and Welfare

Northeast Ohio Chapter Presentation
September 27, 2018

Introduction to WELCOA's 7 Benchmarks

Presenters: Emily Brainierd and Diane Bober, Gallagher

Compliance Considerations

Presenter: Jim Pshock, Bravo Wellness

The Cleveland Clinic's Journey < /p>

Presented by: David Pauer, Cleveland Clinic

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Wellness Roadmap-The Journey to a Culture of Health and Welfare

Northeast Ohio Chapter Presentation
September 27, 2018

Topics included WELCOA's 7 benchmarks, Compliance Consideration, The Cleveland Clinic's Journey and a panel discussion.

Benefits Morning

Greater Pittsburgh Chapter Presentation
November 1, 2018

Topics included information on engaging the workforce, what's on the horizon for benefits, HR automation and FMLA and ADA

Presentation flyer

Canada
Sample Sessions
Mental Well-being - How are we doing?

Southwestern Ontario Chapter Presentation
March 1, 2018

The Medicalization of Unhappiness

Presented by Peter Gove, Health Management

The Impact of Fiancial Wellness

Presented by Lindsay Bell, Manulife

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Mental Well-being - How are we doing?

Southwestern Ontario Chapter Presentation
March 1, 2018

Topics: The Medicalization of Unhappiness and The Impact of Financial Wellness

I am planning a full-day group benefits/health session

US
Sample Sessions
2018 Employee Benefits Seminar

Twin Cities Chapter Presentation
May 23, 2018

This seminar is the Twin Cities Chapter's perennial event for gaining integral knowledge in the field of employee benefits. Their knowledgeable speakers provided interactive sessions on a variey of subjects that were informative and topical. (Click here to view the full brochure.) The seminar consisted of two tracks: Fundamentals of Employee Benefits and Contemporary Issues in Employee Benefits. Some of the sessions included:

  • Fundamentals of Employee Benefits Sessions
  • Contemporary Issues in Employee Benefits
  • How to Speak "Health and Welfare"
  • ACA Developments
  • Health & Welfare Legal Framework and Compliance
  • Preparing for and Surviving a DOL Audit
  • And More!
Benefits Day

Greater Pittsburgh Chapter Presentation
May 31, 2018

Addressing the Opioid Epidemic Through Benefit Design

Presenter: Rachel Jones, Highmark Health

Investing in Absence Management

Presenter: Renee Mattaliano, HUB International

Value-Based Benefits Approaches

Presenter: Norm Kerr, Conduent Benefits

Legislative Update

Presenter: Ben Conley, Seyfarth Shaw, LLP

Advanced Welfare Benefit Plans Course

Kansas City Chapter Presentation
September 6, 2018

COBRA Administration: Regulations and Addressing Common Issues

Presenter: Fran Gray, U.S. DOL

Paid Sick Leave/Family Leave

Presenter: David Setzkorn, The Standard

Prescription Drug Management: Emerging Trends and Solutions

Presenter: John Gardynik, PharmD, Blue Cross and Blue Shield

Sample Marketing
2018 Health & Welfare Update Seminar

Central Indiana Chapter Presentation
May 16, 2018

This seminar included topics on: ACA, Legal Aspects of Wellness Programs, Health Plan Compliance and other topics.

2018 Employee Benefits Seminar

Twin Cities Chapter Presentation
May 23, 2018

This seminar is the Twin Cities Chapter's perennial event for gaining integral knowledge in the field of employee benefits. Our knowledgeable speakers provide interactive sessions on a variey of subjects that are informative and topical. The seminar consisted of two tracks: Fundamentals of Employee Benefits and Contemporary Issues in Employee Benefits.

Seminar Flyer

Fundamentals of Healthcare

Kansas City Chapter Presentation
May 30, 2018

The seminar included sessions on: DOL/EBSA Update, Plan Design, Pharmacy Benefits, Legislative Update and Non-Medical Benefits.

Benefits Day

Greater Pittsburgh Chapter Presentation
May 31, 2018

This presentation included sessions on: the Opioid Epidemic, Absence Management, Defined Contribution Plans, Value-Based Benefit Approaches and Legislative Update.

Seminar Flyer

Advanced Welfare Benefit Plans Course

Kansas City Chapter Presentation
September 6, 2018

This presentation included sessions on: Wellness Programs, COBRA Adminsitration, Paid Sick Leave/Family Leave and Prescription Drug Management.

Benefits 360

New York Metro Chapter Presentation
September 26, 2018

This presentation included sessions on: Cost of College, Engaging Millennials, Reimbursement Strategies, Managing Pharmacy Plan Risk and Common Financial Sense.

Canada
Sample Sessions
Fundamentals of Group Benefits

Southwestern Ontario Chapter Presentation
October 3, 2017

Introduction to Employee Benefits

Presented by: Tammy Phelps, CEBS, Practice Lead, The Williamson Group-A Cowan Company

Benefit Plan Provisions and Considerations

Presented by: Susan Healey, CEBS, Senior Consultant, Arthur J. Gallagher Canada

Benefit Administration

Presented by: Carol Parsons, Senior Consultant, Cowan Insurance Group

Underwriting 101

Presented by: Bryan Jaklitsch, Senior Underwriter, Fenchurch General Insurance Company

Sample Marketing
Fundamentals of Group Benefits

Southwestern Ontario Chapter Presentation
October 3, 2017

This full-day seminar is designed for someone who is looking for a quick overview of employee benefits.