Benefits Basics Bootcamp

I am planning a half-day retirement session

US
Sample Sessions
Benefits Morning

Greater Pittsburgh Chapter Presentation

What's on the Horizon for Health Care and Retirement Benefits
Presented by: Magan Warzinski, Henderson Brothers

Sample Marketing

Benefits Morning

Greater Pittsburgh Chapter

Topics included Retirement Benefits

Benefits Morning Flyer

Canada
Sample Sessions

TBA

Sample Marketing

TBA

I am planning a full-day retirement session

US
Sample Sessions

Employee Benefits Seminar

Twin Cities Chapter Presentation

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

What's On the Horizon for Retirement Benefits

Presented by: Megan Warzinski, Henderson Brothe

Canada
Sample Sessions

Fundamentals of Pensions

Southwestern Ontario Chapter Presentation

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

Sample Marketing

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

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

Presented by: David Pauer, Cleveland Clinic

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

Southwestern Ontario Chapter Presentation

The Medicalization of Unhappiness

Presented by Peter Gove, Health Management

The Impact of Fiancial Wellness

Presented by Lindsay Bell, Manulife

Sample Marketing
Mental Well-being - How are we doing?

Southwestern Ontario Chapter Presentation

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

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

US
Sample Sessions
Employee Benefits Seminar

Twin Cities Chapter Presentation

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

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

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

Canada
Sample Sessions
Fundamentals of Group Benefits

Southwestern Ontario Chapter Presentation

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

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