Events
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May 14 - 15, 2025
Canadian Legal and Legislative Update -
May 19 - 20, 2025
Washington Legislative UpdateDiscover the key issues and players that are driving legislative and regulatory initiatives that impact your plans and plan participants. Walk away with actionable takeaways to keep your plan in compliance and strategically plan for the future. Engage with experts, insiders and your fellow peers as you learn best practices, solutions and the latest issues impacting your plans -
May 29, 2025 7:45 AM - 6:30 PM
Seminaire sur la gestion des caisses de retraitePour tout savoir sur la gestion des caisses de retraite. -
June 17 - 20, 2025
Total Rewards CertificateLearn how to to design, develop and implement an effective and sustainable total rewards strategy. -
June 21 - 22, 2025
Trustees Institute - Level II: Concepts in PracticeBuild on your knowledge of being a multiemployer trustee by attending the Trustees Institute—Level II: Concepts in Practice. This institute is for trustees with three or more years of experience, expanding on the concepts provided at the New Trustees Institute—Level I: Core Concepts. Discover best practices, identify possible solutions and recognize critical issues by attending this interactive program. -
June 23 - 25, 2025
New Trustees Institute - Level I: Core ConceptsThis foundational curriculum will provide you with an understanding of your role, your responsibility as a fiduciary, and an overview of the technical aspects of serving as a trustee on a health, retirement or other ERISA plan. Learn best practices, legal requirements and the current issues that the benefits industry faces. -
June 23 - 25, 2025
Accounting and Auditing Institute for Employee Benefit PlansThe Accounting and Auditing Institute for Employee Benefit Plans offers focused learning on the technical topics of greatest concern to the accounting and auditing profession. Learn best practices, interact with other professionals who face similar issues and fulfill your need for continuing professional education. -
June 23 - 25, 2025
Advanced Trustees and Administrators InstituteFor nearly five decades, this program has served as the cornerstone of education for multiemployer trustees and administrators. Sessions are designed to meet the needs of both trustees and administrators, whether they are fairly new to serving on a fund or have decades of experience. Attended by hundreds, this conference is large enough to offer choices of sessions yet small enough that you won’t get lost in the crowd. Developed by active trustees, administrators and professional advisors, each session is designed to address current issues, providing the relevant context and information for you to make sound decisions for your fund. Keep informed of the latest industry trends, legal and regulatory changes, and best practices. Take away new ideas and a deeper understanding of how to run your pension and health and welfare funds. Don't miss this time-honored educational event. -
June 23 - 25, 2025
Accounting and Auditing Institute for Employee Benefit Plans Virtual ConferenceThe Accounting and Auditing Institute for Employee Benefit Plans offers focused learning on the technical topics of greatest concern to the accounting and auditing profession. Learn best practices, interact with other professionals who face similar issues and fulfill your need for continuing professional education. -
June 24 - 26, 2025
EVOLVE Benefits and Workforce Strategies SummitAn innovative conference for Canadian HR, pensions and benefits leaders covering the latest trends and strategies to attract, retain and support your workforce. -
July 8, 2025 11:00 AM - 3:00 PM
Financial Wellness WorkshopUnlock the potential of a financially healthy workforce in our comprehensive workshop on financial wellness. This session will delve into the critical aspects of financial wellness, from defining the concept to understanding its impact on retirement planning and employee stress. Explore how employers are currently delivering financial wellness programs and discover innovative strategies using behavioral finance to enhance engagement and outcomes. -
July 14 - 15, 2025
Multiemployer Plan Administration -
July 14 - 15, 2025
Organizational Strategies for Health and Financial WellnessThe complexities of managing and retaining talent at your organization have increased in the past few years. This course is designed to explore the importance of financial literacy and wellness in your organization and discuss effective ways to measure and identify what works and what doesn't in attracting and retaining your organization's employees. Discover new ways to handle situations such as succession planning and communication strategies in this two-day course with your peers and experts in the field. Ensure your organization is on the right track for success, and network with others to gain new insights while gaining take-home action items to improve your organization's strategies for health and financial wellness. -
July 14 - 18, 2025
Certificate in Global Benefits ManagementGain the comprehensive knowledge needed to administer and manage a global benefits program. You’ll gain a solid foundation of international benefits and an enhanced understanding of the benefits offered around the world. -
July 14 - 15, 2025
Health Benefit Plan BasicsToday's competitive world places a high value on attracting and retaining global talent, especially in the current economic environment. Prospective and current employees need to look closely at employee compensation strategies and health benefit plans. This course provides the essential framework, knowledge, competencies and tools to evaluate and enhance existing plan designs. Using case studies and classroom interaction with peers, this two-day course presents a systematic way to evaluate how plans can remain robust and become a leading-edge total benefits program. Join your peers and experts to gain insight related to the latest legislative, regulatory and marketplace challenges that accompany health and welfare plan design and administration. -
July 14 - 15, 2025
Basics of Employee Benefit AdministrationNavigating the complexities of managing and administering employee benefit plans in today's environment requires knowledge and skills in a variety of areas. Having a solid understanding of the basics of employee benefits administration is more important than ever in this ever-changing landscape. Gather with your peers for this two-day course to learn and network while gaining insights and understanding on how to run your plans. Take a deep dive into the fundamentals of employee benefits administration with instructors who are experts in the field. Walk away with a more solid understanding of the basics as well as strategies to use at your organization to better implement successful plans. View Course Outline -
July 14 - 15, 2025
Fraud Prevention Institute for Employee Benefit PlansFraud Prevention Institute for Employee Benefit Plans will uncover emerging trends in fraud prevention, share the latest in cybersecurity and deterrence of data breaches, and provide instructive guidance for internal controls and risk prevention. -
July 15 - 16, 2025
Understanding Negotiated Employee BenefitsThis course will help you understand both the employee benefits industry and the collective bargaining process so you can engage strategically as you bargain in good faith, yielding productive outcomes for your stakeholders -
July 15 - 16, 2025
Public Plan Trustees Institute – Level I -
July 16 - 17, 2025
Funding and Finance of Health BenefitsMethods for funding and financing employee health benefits are complex and have changed over time. Rising health care costs, combined with new options for self-insuring or self-funding benefits, provide an environment with many choices for decision makers to consider. This course explores the various options for funding health benefits, emphasizing how to select methods that will work best for employees and the organization. Gather with your peers and experts in the field for two days of learning best practices and real-world knowledge to help manage your organization's health care dollars efficiently. Learn what has worked for others and take a deep dive into funding, assessing and managing funds to create successful outcomes.