2015 Local Chapter Educational Program Offerings CHAPTER PROGRAMS.pdf · 2015 Local Chapter...

2015 Local Chapter Educational

Program Offerings

Canadian Chapters Reporting: 6 Canadian Programs: 23

U.S. Chapters: 33

U.S. Programs: 154

CEBS CPE Credits: 385

Average CPE Credit Hours (1-2 Hour Program): 1.5

Average CPE Credit Hours (1/2 Day–Full Day Program): 5

December 10, 2015

CHAPTER/DATE PROGRAM ATTND SPEAKER(S) CPE

CREDIT HOURS

Albany May 14

Getting it Right-Know Your Fiduciary Responsibilities Keynote Presentation by the US DOL

41

Mary Rosen, JD, DOL John Godsoe, Esq. & Daniel Sharpe, Esq. Edward Lynch, Jr, & Charles Humphrey, Esq. Barb Danner, CPA & Michelle Sullivan, CPA

3

Albany September 22

Millennials & Employee Benefits101: Understanding, Communicating & Engaging Millennials 13

Garrett Eaton, TIAA-CREF Cynthia Meyer, Financial Finesse Kathleen Shulz, Arthur J Gallagher

2

Alberta September 17

Sanofi Canada Healthcare Survey Update 21

Art Babcoak, MBA, CEBS, VP, Aon Hewitt 1

Alberta November 18

Canadian Legal/legislative Update Speaker very well received for presentation and style.

20 Kristin Smith, Counsel, Mercer

1

Baltimore February 19

Affordable Care Act Employer Reporting under IRS Code Sections 6055 and 6056: Time to Act is Now

44 Rosanne Calzetta, CEBS, CPR, Sr. Consultant, Bolton Partners

2

Baltimore March 19

ACA Hot Topics: An Attorney’s Perspective 23

Jennifer Spiegel Berman, Holder Law Group 2

Baltimore April 16

ERISA Compliance & Surviving a DOL Audit 14

Sue Aucoin, Regional Sales, TASC

Baltimore September 17

ACA and New Requirements-Are You Prepared? 45

Henry Smith, Esq., Smith & Downey 2

British Columbia January 15

Fundamentals of Benefit and Pension Plans

13

Rupe Prasad, CEBS, PBI Actuarial Roy Wong, Actuary, PBL Actuarial Consultants Brent Delveaux, CEBS, TRG Group Benefits Kevina Hyde, CEBS, Great-West Life

3

British Columbia April 14

Fight Diabesity With Your Fork: What you put on your plate can determine your metabolic fate.

20 Desiree Nielsen, Dietitian

1

British Columbia May 14

Managing Disabilities in the Workplace 26

Ryan Anderson, Partner, Mathews Dinsdale & Clark

1

British Columbia June 11

Mental Health Awareness in the Workplace 13

Shannon Atkins, Fraser Health Monica Herrera, Fraser Health

1

British Columbia September 30

B.C Pension Regulations: A Time to Act 20

Claude Marchessault, Dentons 1

Capital March 19

Healthcare Private Exchanges: Buy or Build 24

Jin Haag, Sr Consultant, Health & Group Benefits Practice Leader, Washington, DC David Speier, Sr Benefits Consultant

1


CREDIT HOURS

Capital June 18

Half-Day Educational Program 31

J. David Johnson, MBA, VP, Sibson Jennifer Berman, Holder Lawgroup Steven Miranda, CAHRS

3

Capital September 17

Retirement Income Adequacy in the U.S.: Where Are We Today?

15 Jack VanDerhei, Ph.D., CEBS, EBRI

1

Carolinas April 30

PPACA Reporting Seminar

Mark Holloway, ERISA Attorney, Lockton 1.5

Central Indiana May 19

Health & Welfare Update 47

Christopher Sears, Esq., Tara Schulstad Sciscoe, Esq., Ice Miller

7

Central Indiana August 26

2015 Health & Welfare Update Seminar 97

Doug Feltz, CEBS Sal Tripodi

7

Central Ohio January 15

Catching up and Looking Ahead: 2015 Legal Update for Benefit Plan Professionals

19 Kim Wilcoxon, Partner, Thompson Hine

1

Central Ohio May 21

Advanced Workshop: Mastering Benefits Strategy and Value

21

Jake Cox Consultant, Findley Davies Dan Stewart, Willis Human Capital Practice Vickie Rice, GBA, Manager, Benefitfocus Cheryl Hayter, RPA, Consultant, Battelle Benefits Elizabeth Boron, President, Write On Target Amy Rohling McGee, President Health Policy

6

Central Ohio October 14

Financial Wellness: A Silver Bullet-More Benefits Bling?

14 Michael Olah, J.D., LL.M., Retirement Benefits Group

1.5

Central PA February 4

DOL Update

J Scott Gehman, CEBS, ERPA, Conrad Siegel Norman Jackson, DOL-EBSA Stephanie Thimodo, EBSA

1.5

Central PA May 6

De-Risking Defined Benefit Pension Plans

Abigail Fortina, Partner, Conrad Siegel Tara Lashack-Behny, Pres, Conrad Siegel

2

Central PA August 5

Specialty Pharmacy: Trends and Solutions 10

Joe Cirrincione, Highmark Pharmacist 2

Chicago January 21

Webinar-Discovering the Differences Between ISCEBS and IFEBP and the Value They Offer

Jennifer Mathe, GBA, ISCEBS

0

Chicago March 19

Rx PBM Insights – Learn the Different Ways that PBMs Price and Define their Formularies

Brett Blue, Sales Director, BCBS of IL

1


CREDIT HOURS

Chicago April 30

Webinar: Mistakes Happen – IRS and DOL Correction Programs

41 Frank Del Barto, CEBS, Attorney, Masuda, Funai, Eifert & Mitchell

1

Chicago July 16

Benefits Communications Made Easy (Webinar) 28

Jennifer Weatherly, VP, Write On Target 1

Chicago September 22

Webinar: Health Benefit Trends: What’s New for 2016?

16 David Cooke, CEBS, VP, Lockton Cos

1

Chicago October 6

Webinar: ACA Reporting Requirements-Are You Ready?

Brad Urhausen, Wine Sergi Sara Tountas, J.D., Acrisure

1

Chicago November 18

Value Based Care Programs

Lee McGrath, Sr. Director, BCBS of IL 1

Colorado March 25

LTC 101 – A Crash Course in Long-Term Care

Tucker Maxwell, Sr Acct Exec, LTC Solutions 1

Colorado April 23

10 Steps DC Plan Sponsors Should Consider in 2015

Wayne Roth, Sr Advisor, Mercer 1

Colorado May 27

Behavioral Health Strategies for Cost Containment in Self-Insured Groups

Dr. Robert Mines, Dr. Daniel Kimlinger

1

Colorado June 24

Telemedicine

Rick Gailunas, Director, Teladoc 1

Colorado July 8

2015 Benefit Update Conference (w/MSEC) 83

6

Colorado July 14


6

Colorado July 16


6

Colorado July 21


6

Colorado August 19

Generational Workforce Shifts: Are You Ready? 29

Saralyn Crock, VP, Arthur J Gallagher 1

Colorado September 23

7 Trends Impacting Wellness in 2015 18

Kelly Hawker, Regional Manager, Interactive Health

1

Dallas/Ft. Worth January 8

Building a Sustainable Wellness Strategy 2015 36

Leah Scoggins, Higginbotham Kim Wilborn-Haygood, HR, Reynolds Co.

1


CREDIT HOURS

Dallas/Ft Worth February 12

Reducing Security Concerns in the Workplace 32

Jeff McKissack, President, Defense by Design 1

Dallas/Ft. Worth March 12

Building a Better Brain and Legislative Update 46

Todd Whitthorne, President, ACAP Health Consulting Kirsten Garcia, Hynes and Boone

1

Dallas/Ft Worth April 9

Employee Engagement in the Age of Social Media 35

Robin McCasland, FRSA, Tenet Healthcare 1

Dallas/Ft Worth May 7

Continuing Education (CE) Day 60

6

Dallas/Ft Worth June 11

The ABCs of Healthcare Reform Reporting 46

Chris Heinefield, COO, UnifyHR Claire Pancerz, Holmes Murphy

1

Dallas/Ft Worth August 13

From Security to Flexibility: Multi Generations in the Workplace

23 Glenna Hecht, President, Humanistic Consulting

1

Dallas/Ft. Worth September 10

Is Your Team Gellin’? (Build Your Team-They’ll Build You)

29 Tony Petrill, Regional VP, TBG Solutions

1

Dallas/Ft Worth October 8

Focus on Financial Management 24

Frances Gardner, Armor Wealth Management 1

Dallas/Ft. Worth November 4

ERISA Fiduciary Basics and Best Practices 35

Scott Thompson, Haynes & Boone 1

Des Moines May 12

Leave Management 32

Christina Mack, Hartford School of Ins. 1.5

Des Moines July 8

One-Day Employee Benefits Symposium

83

Anthony Ranallo, Merrill Lynch Doug Ommen, State of Iowa Tim O’Neil, CEBS, Meredith Corp. Darson Grantham, BenefitSource Susan Free, Davis Law Firm

6

Des Moines September 16

Regulations on Classifying Employees 32

Becky Knutson, Davis Brown Law 1.5

Des Moines December 15

Dimensions of Employee Well-Being

Jennifer Becker, beBetter Health Jennifer Dunlevy, Employee & Family Resources Brian Hood, Legacy Financial Group

1

Detroit February 17

Employee Engagement and Personal Responsibility in Health Care

10 Aleksandar Tomic, Sr. Consultant, Towers Watson

2

Detroit June 18

Results from the 2014 Mercer Healthcare Survey 20

Jerome Konal, Principal, Mercer Mike Vaught, MAAA, Partner, Mercer

3


CREDIT HOURS

Detroit December 2

Mobile Engagement for Workforce Communications

Jesse Lahey, SPHR, Aspendale Communications

2

Georgia February 26

Emerging 401(k) Trends and How to Stay Ahead of the (k)urve

Evan Melchr, Sr Consultant, FiduciaryVest

1

Georgia March 19

Wellness Compliance: Recent Lawsuits Involving the EEOC and ACA

24 Ruth Michels, Ogletree Deakins

1.5

Georgia May 14

ACA Impact on Absence and Productivity 16

Kimberly Mashburn, Wellness Consultant, The Hartford

1.5

Georgia August 19

15th Annual Alston & Bird Health & Welfare Compliance Update

75 John Hickman, Alston & Bird Ashley Gillihan, Alston & Bird

3

Greater Philly June 9

TPSU Plan Fiduciary Training

6


TPSU Plan Fiduciary Training

6


Global Mergers & Acquisitions

Sid Forrest, VP HR, EnerSys Frank Palmieri, Attorney, Palmieri & Eisenberg

2

Great Philly September 17

w/GPBCH – 2015 Annual Wellness Summit

7

Greater Philly September 22

w/TPSU – Plan Fiduciary Training Half-Day Program

6

Great Philly October 21

2015 Philadelphia Fiduciary Summit w/Xponential Growth Solutions

3

Greater Boston April 30

An Employer’s Guide to Health Plan Funding & Catastrophic Claims Management

25 David Ross, VP, Hays Cos

2

Greater Boston June 11

Exploring the Myth & Misconceptions of Employer Sponsored Healthcare Plans

25 David Ross, VP, Hays Cos

2

Greater Boston September 10

An Employer’s Guide to Plan Design Tools, Tactics and Strategies: How to Create a Winning Health Plan Now!

David Ross, VP, Hays Cos

2

Greater Boston October 14

ACA Reporting & ERISA Topics 25

Mary Rosen, DOL 1

Greater Boston October 29

Wellness Workshop 20

Mimi Tun, Consultant, Worksite Wellness Council 3


CREDIT HOURS

Greater Pittsbgh May 14

Benefits Day

Megan Warzinski/William Beale, Henderson Colleen Walsh/Roseann DeGrazia, UPMC Health Mike Gorfin, Provant Mary Jane Broglia, Highmark Marc Machiz, US DOL Jesse Southworth, HealthSparq Steve Solman, Buck Consultants Hollis Hurd, Esq., The Benefits Department

8

Halifax March 10

CEBS Basics-An Introduction to Benefits, Pension, and Total Compensation 30

Matt Maclean, Aon Hewitt Paula Boyd, Morneau Shepell Lori Park, Mercer

2

Halifax April 21

Webinar: Executive Compensation 101 15

Jason McQuaid, Executive Compensation Manager, Emera

1

Halifax May 8

Webinar: Mental Health Awareness in the Workplace 8

Cynthia Green 1

Halifax June 22

Pension Education 27

Level Chan, Partner, Stewart McKelvey Paul Lai Fatt, Partner, Morneau Shepell

2

Halifax September 29

Our Aging Population: Challenges and Opportunities in the Workplace – A Panel Discussion

Kara Gouthro-Murgatrotd, Alzheimer’s Society Marlene Grace, Sunlife Anna MacIsaac, NSPS Disability Plan Trust Megan Stephens, Shannex

1.5

Houston January 21

w/HBCH – Accountable Care Organizations

1.5

Houston March 12

Continuing Education Day 20

8

Houston April 29

ACA Summit with Healthcare CEO’s from Aetna, Blue Cross, Cigna and UHC

75 Panel Discussion

1

Houston September 16

HIPAA Audit Survival 101

Petula Workman, J.D., CEBS, Arthur Gallagher 1.5

Houston October 22

The ABC’s of the Cadillac Tax: Announcing, Blueprints, and Compliance 18

Michael Tucker, Towers Watson Justin Coddington, J.D., Norton Rose Fulbright Amanda Pistor, Sr. Associate, Ascende

1

Kansas City March 24

Retirement Plan Governance: Best Practices in Light of Recent Court Cases & Government Actions

24 John Utz, Utz & Lattan

1


CREDIT HOURS

Kansas City May 7

Fundamentals of Qualified Retirement Plans 10

7.5

Kansas City August 20

Exchange Update, What’s Working, What’s Not and What’s Ahead

13 Mike Smith, Lockton

1

Kansas City September 22

Voluntary Benefits from an Employer’s View 12

Yvonne Frame, CEBS, Cerner Corp. 1.5

Kansas City October 15

FSA, HAS, HRA and the future of Flex Benefits

Jackie Bond, Taben Group 1.5

Los Angeles February 18

Benefit Administration: The Advantages of Outsourcing

17 Panel Discussion

1

Los Angeles May 13

Wellness Programs: Report from the Front Lines

27

John Garner, CEBS, Bolton & Co. Laureen Gonzalez, Ducommun Inc. Sarah Harris, Hydraflow USA Diane Spurlock, Karl Storz Laurie Ragusa, Karl Storz

1

Los Angeles September 16

ACA Reporting Requirements: Mandates an Challenges

14 Marilyn Monahan, Monahan Law Office

1.5

Milwaukee January 29

Retirement Plan Compliance-How Does Your Plan Measure Up?

29 Denise Falbo, QPA, QKA, CRPS, Director, CliftonLarsonAllen

1

Milwaukee March 26

The Patient Protection and ACA and how it is Affecting Wisconsin

57 Dan Schwartzer, Deputy Commissioner, Office Of the Commissioner of Insurance

1

Milwaukee May 28

Provider Collaboration Focused on Value 32

John Foley, RVP, Anthem BCBS 1.5

Milwaukee July 30

Inside Private Exchanges

Kathryn East, Employee Health & Benefits Debra Flynn, Employee Health & Benefits

1

Milwaukee September 24

Health Benefit Trends: What’s New for 2016?

David Cooke, CEBS, VP, Lockton Cos 1

Milwaukee December 10

Employee Benefits Law Update

Charles Stevens, Michael Best & Friedrich 1

Montreal May 15

Long Term Disability Issues Relating to Employment and Benefits

27 Dominique L’Heureux, Fasken Martineau

1.5

Montreal August 20

Dare to Dream: A Simple 5 Step Approach

Myriam Majjar 1

Montreal November 15

Pension Plan-The Risk of Longevity

Thierry Chamberland, Associate, Aon Hewitt 1


CREDIT HOURS

Nebraska February 18

Onsite Clinics from the Employer and Provider Perspective

29

Greg Howe, Wellness Mgr, Lincoln Industries Shara Swapp, Corp Director, Lozier Ryan Simon, Corp Mgr, Lozier Brian Lackey, Prominence Health Jeff Sealey, Regional Mgr, QuadMed

3

Nebraska May 8

A New Look at Engagement and Planning 12

Jason Christo, CFP, MetLife Michelle Ueding, Partner, Kutak Rock

3

Nebraska June 15

Retirement Part II: Participant Education: A Panel Discussion on How to Get Employees to Save for Retirement

12 Scott Holechek, CEBS, Ameritas Jay Killgore, Great-West Financial John Nownes, VP, Union Bank & Trust

2

Nebraska September 11

Resolving Challenges with the Upcoming ACA Requirements 39

James Bereman, Towers Watson Christopher Beinecke, Towers Watson Margaret Rehayem, MW Business Group

3

New York February 11

Employee Benefit Plan Audit Readiness

Patrick Hughes, Partner, UHY Advisors NY Christian Hancey, Partner, Nixon Peabody

1

New York February 25

Understanding Your Fiduciary Responsibilities Under ERISA: Part II

Nichelle Langone, Investigator, DOL

1

New York March 24

Building Better Target Date Funds 14

Brett Hammond, MSCI 1

New York May 14

Benefits 360, Spring 2015: Maximize Your Employer-Sponsored Benefits

13

Ralph Sepe & Jill Bergman, Chernoff Diamond Tyler Bradshaw, AVP, MetLife Bill Boyle, Dir Health/Fitness, HBO Ellen McCann, VP Client Mgmt, UNUM

6

New York June 9

Forms 5500 & 8955-SSA: A review of filing & audit requirements for the 2014 plan year for Employee Benefit Plans

26 Louis Librandi, CEBS, O’Connor Davies Matthew Corona, CPA, O’Connor Davies 1

New York July 28

The Affordable Care Act, 2010-2015: Where We Are Five Years Later

36 Jill Bergman, CEBS, VP Compliance, Chernoff Diamond

1

New York August 12

Section 409A: What Every Benefits Professional Needs to Know

22 William Duff, Schiff Hardin

1

New York Metro September 23

Employee Engagement: What Every Benefits Professional Needs to Know

16 Kyle Healy, VP, NFP Corp.

1


CREDIT HOURS

New York Metro October 28

Benefits 360, Fall 2015

16

Frank Nessel, Sr Consultant, Vanguard Susan Viston, Client Manager, Voya Financial Robert Worsfold, VP, Financial Engines Len Comberiate, CEBS, NASDAQ OMX

5

New York November 12

The Target Date Fund Landscape: Current Trends and Future Developments

16 Susan Viston, Client Manager, Voya Financial

1

Northeast Ohio June 11

8 Marketing Lessons Don Draper Could Teach Benefits Pros

12 Elizabeth Borton, President, Write on Target

1.5

Northeast Ohio December 3

Creative Approaches to Controlling Healthcare Spending

Kelley Korte, American Greetings Tom Heinen, Heinen’s Trice Black, Ohio Gratings

1.5

Northern CA March 24

Beyond the Buzzwords: Navigating Health Care Trends, Human Behavior and Our Evolving World

Christopher Chan, Innovation Imagineer, MercerLABS

2

Northern CA May 21

401(k) & 403(b) Retirement Plans Regulatory and Fiduciary Update | Building Futures: 2014 Retirement Plan Trends

Kevin Nolt, Trucker Huss Jennie Hunsberger, Fidelity 2

Northern CA December 8

2015 Hot Topics

Stephen Wilkes, Wagner Law Group Lia Schmidt, Arizona State University

2

Northern NJ March 25

What Every CEBS Needs to Know About Social Security

20 Everett Lo, Social Security Administration

2

Northern NJ April 15

w/SHRM Morris County Chapter – Affordable Care Act: Information Reporting Requirements

Frasier Ives, Sr VP, Employee Benefits Compliance Leader, Wells Fargo Ins

1.5

Northern NJ May 6

Evolution of Benefits Communications, Administration and Health Plan Design 24

David Pitre, Sr VP, Davis & Company Paul Cimino, Partner, Mercer Kate Genovese, Director, Buck NE Health

4

Northern NJ July 15

Government Filings: Compliance Pitfalls and Best Practices

21 Mary Andersen, CEBS, ERPA, QPS, ERISAdiagnostics

2

Northern NJ September 16

Legislative Update – Recent Regulatory Developments

Erika Medina, Esq., ERISA Counsel for USI Ins.

2

Northern NJ December 9

Employee Well-Being Programs

Michael Beaudoin, Corporate Wellness Leader 2

Orange County February 4

Compensation and Benefits for the New Cogenerational Workplace®: Understanding the Unique Motivational Profiles of the Generations

Margaret Walker Salvo, Brandman University Jim Finkelstein, FutureSense, Inc. 1


CREDIT HOURS

Orange County March 4

Highlights from Mercer’s 2014 National Survey of Employer-Sponsored Health Plans

Michael Wilson, Partner, Mercer

1

Orange County April 1

401(k) Boot Camp

Linda Bright, CRA, CKP, AIF, VP & Managing Director, Precept Advisory

1

Orange County May 6

Wellness Programs, ACA, and the EEOC

Harlan Spiva, Sr Acct Mgr, BB&T Ins Srvcs 1

Orange County June 3

Employer Strategies for Managing Specialty Drugs

Dr. Corey Belken, VP, Artemetrx 1

Orange County June 17

One-Day Seminar: Benefits Made Easy-An Introduction to Employee Benefit Plans

James Davidson, CEBS, EOI Service CO Vali Nourishad, CEBS, Mercer Laura Poszkiewicz, JD, Alliant Ins Services Marilyn Monahan, J.D., Monahan Law Office Farrukh Merchant, MD, Proview Resource Group Sander Domaszewicz, Mercer

8

Orange County September 2

Benefits Communication Strategies That Work!

Julie Adamik, CEBS, Petco 1

Orange County October 7

Health/Welfare and Retirement Plans Legal Update

Philip Koehler, Esq., ERISA Fiduciary Adminst Any Dunn, Director, Health & Productivity, Buck

3.5

Orange County November 4

401(k) Fee Equalization

Chris Giovinazzo, Consultant 1

Pacific NW April 2

Don’t Get Burned: Prepare Your Organization for DOL Audits 11

Sally Crum Wineman, JD, Area VP Nancy Kokenge, Area VP Arthur J Gallagher & Co.

1

Pacific NW July 15

Put Into Practice: Steps to ACA Compliance 14

Sally Crum Wineman, JD, Sr. VP Nancy Kokenge, VP Arthur J Gallagher & Co

3

Pacific NW November 5

2015 Benefits Legal and Legislative Update 16

Sarah Bhagwandin, Of Counsel, Davis Wright Tremaine

1.5

Phoenix February 26

Complying with the Affordable Care Act in 2015 13

Anita Baker, CPA, CEBS, CliftonLarsonAllen 1

Phoenix April 2

Mercer’s National Survey of Employer-Sponsored Health Plans in 2014

12 Denise Jewell, CPA, CLU, Lead Consultant, Mercer

1

Phoenix May 20

Private Exchange 101, More than Technology 7

Joshua Steinhaus, Acct Exec, Liazon 1


CREDIT HOURS

Phoenix November 11

Affordable Care Act Reporting in 2016 10

Anita Baker, CPA, CEBS, Managing Principal, CliftonLarsonAllen

1

Phoenix December 3

Legislative Update 14

Chuck Bassett, VP, BCBS of AZ 1

Richmond February 12

Crisis Communication 24

Hollie Cammarasana, Communications, VMLIP Thomas Bullock, Law Enforcement, VMLIP

1

Richmond April 9

Effective Strategies for Communicating Employee Benefits

20 Heidi Swecker, RHU, REBC, Marsh & McLennan

1

Richmond June 11

Health & Welfare Session (Full Day) 50

Bill Howard/Wendy Stone, Mercer Tina Stevens, VML Insurance Michelle Jackson, Unum

7

Richmond September 17

Half Day Retirement Session 19

Ken Lowe, Mercer 4

Richmond October 8

Network Security and Privacy Liability (Cybersecurity) 11

Tom Heim, BB&T 1

St. Louis April 21

Wellness Panel Luncheon

42

Jaime Aholt, Monsanto Jennifer Lamons, Edward Jones Ed Strouth, Barry-Wehmiller Karen Staten, Martiz Holding, Inc. Stacey Nevara, Interactive Health

2

St. Louis December 16

Affordable Care Act Cadillac Tax – Are You Ready for 2018?

Julie Nadolny, Peabody Energy Doris Kemp, Silgan Plastics Marla Langenhorst, Ameren Beth Biggs, Charter Communications

1

SW Ontario April 22

A New Look at Plan Member Engagement, Education and Wellness

49

Amanda Coade, Manager, Plan Member Engagement, Manulife Peter Grove, Innovation Leader, Health Mgmt., Green Shield Canada

4.5

SW Ontario June 11

Broke, Sick and Miserably Unhappy 10

Susan Cranston, CEBS, Authentika Consulting .5

SW Ontario September 15

Talent Acquisition 16

Christina Bouda, Perimeter Institute Nancy Blinkhorn-Smart, OTIP Andrea Gilbrook, Communitech

2

SW Ontario October 22

Is 75 the New 65? 11

Michelle Oram, CEBS, Director, Product Development, Manulife

1


CREDIT HOURS

SW Ontario November 18

Recent Developments in Canadian Benefits and Pension Law

35 Mitch Frazer, Torys

1.5

Tampa Bay May 28

Personal Financial Wellness: Preparing Employees for Healthcare Costs in Retirement

23 Sherida Ferguson, CEBS, Owner, SL Ferguson Wealth Management Services

1.5

Tampa Bay July 10

Are Your Employees (and you) Prepared for Retirement? Social Security’s Role

38 Bruce Schobel, FSA, MAAA, Consulting Actuary

3

Tampa bay October 1

Medicare Training in 60 Minutes 11

Elizabeth Vipond 2

Tampa Bay October 29

Hottest Topics in Labor and Employment Law and Best Practices for Employers

Gail Golman Holtzman, Ronald Trybus, Erin Bradford, Alicia Whiting-Bozich Kass Shuler Law

1.5

Tampa Bay November 17

w/TPSU Half-Day Plan Fiduciary Training

6

Tampa Bay December 10

Your Resume for the 21st Century

Shirley Ray, Sr. Partner, Lucas Group 1

Toronto February 12

Retirement Readiness Across Pension Plan Designs

Faisal Siddiqi, Principal, Buck Consultants James Pierlot, Founder/President, Pierlot Pension Law

2

Toronto June 18

Are Your Employees Ready to Retire? What Plan Sponsors Need to Know

42 Alyssa Hodder, Editor, Benefits Canada Leslie Byrnes, VP, CLHIA

2

Toronto November 25

Safer, Smarter Healthcare Now! The Experts Weigh in on the Future of the Canadian Drug Landscape

85 Dr. David Juurlink, Sunnybrook Health Dr. Danielle Martin, Women’s College Hospital

2

Twin Cities January 28

The 114th Congress: Will the Logjam (Finally) Be Broken?

47 Robert Davis, Deloitte

1

Twin Cities February 25

The ACA – Are You Ready for What’s Next? 62

Janis Koltun, CEBS, Aon Hewitt Jeni Simon, Won Hewitt

1

Twin Cities March 25

Diabetes Prevention in the Digital Age

Sandy Schenck, Omada Health 1

Twin Cities April 29

Own Your Future: The Employer’s Role in Preparing Employees for Retirement

47 Loren Colman, Asst Commissioner, MN Dept Of Human Services

1

Twin Cities May 20

Contemporary Issues in Employee Benefits Seminar: Topics in H&W Plans and Retirement Plans

83

8

Twin Cities August 26

Optimizing Work with Play-A Gamification Primer 43

Natalie Sintek, Aon Hewitt 1


CREDIT HOURS

Twin Cities September 30

A Success Story: Incorporating Integrative Medicine into Patient Care and Employee Health and Wellbeing

34 Dr. Courtney Jordan Baechler, Penny George

1

Twin Cities October 28

2015 Annual Defined Contribution Benchmarking Survey-Ease of Use Drives Engagement in Saving for Retirement

51 Cheryl Ouellette & Anne Slayton, Deloitte

1

Twin Cities November 18

Steps Companies are Taking to Comply with ACA

69

Allison Mano, Health E Rick Fitzpatrick, Patterson Cos Joyce Traver, City of Minneapolis Mary Komornicka, CEBS, Larkin, Hoffman, Daly

1

West Michigan February 19

Affordable Care Act (ACA) Reporting Requirements-Navigating Your Way through 2015 and Beyond

25 Connie McKeown, HR Compliance Partner, Hub

1.5

West Michigan May 28

A Fresh Look at Wellness, A 360-Degree panel Discussion 17

Mary Bauman, Attorney, Miller Johnson Karleen Stephens, Manager Health, Steelcase Tim McDonald, Sr VP, Aon Hewitt

1.5

West Michigan September 17

Retirement Income Adequacy, the REAL DEAL

Aletha Wilks, FSA, Partner, Aon Hewitt 1.5

West Michigan November 19

Legislative Updates 21

Norbert Kugele & Justin Stemple, Warner Norcross & Judd

1.5

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2015 Local Chapter Educational Program Offerings CHAPTER PROGRAMS.pdf · 2015 Local Chapter...

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