Events
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February 10 - 12, 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. -
February 11, 2025 3:00 PM - 4:30 PM
Strategic Moves: Navigating the Volatile Economy of 2025 -
February 12, 2025 3:00 PM - 4:30 PM
Menopause in the Workplace: An Emerging Wellness Practice -
February 13, 2025 12:00 PM - 1:15 PM
The Compelling Need for Financial Literacy Workshops in the Workplace -
February 20, 2025 3:00 PM - 4:30 PM
Roadmaps for Success: Indigenous Skilled Workers Tell Their Stories -
February 24 - 26, 2025
Canadian Health and Wellness Innovations ConferenceThe Canadian Health and Wellness Innovations Conference offers targeted and timely sessions on the most pressing topics impacting plan sponsors and participants. -
February 24 - 25, 2025
401(k) PlansThe backbone of the United States retirement system has become the 401(k) plan; therefore, having a solid understanding of this type of plan is essential. This course will cover a full range of 401(k) plan topics including eligibility, testing, auditing, plan design and more. Gather with peers and experts for two days to discuss hot topics such as how to avoid compliance failures; bolstering cybersecurity; and environmental, social and governance (ESG) policy issues from the DOL and SEC. Dive deep into plan design and fiduciary issues to strengthen plans and help employees reach their retirement goals. -
February 24 - 25, 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. -
February 24 - 25, 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. -
February 24 - 25, 2025
Basics of Employee Benefits Administration -
February 24 - 28, 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. -
February 25 - 26, 2025
Customer Service Skills Workshop: Creating Polished ProfessionalsThe past few years have created a new working environment for many organizations, altering where and how we perform our work. With so much of our communication occurring over the phone and online, customer service skills have never been more important. Register today and attend this workshop to hone your customer service skills for this new world we live in. Learn about vocal qualities, call framework and strategies that polished professionals use every day to deliver exceptional customer service. -
February 26 - 27, 2025
Basic Compensation ConceptsThe last few years have seen various challenges for compensation planning and management. The economic factors we face today make it increasingly difficult to meet the core objectives of attracting and retaining talent. This course is designed to help you find best practices that work as you learn lessons from real-life case studies that you can apply to your compensation program. Join your peers and experts for two days of learning and networking, and walk away with action plans for your organization! -
February 26 - 27, 2025
Communicating Employee BenefitsA common challenge in employee benefits is effectively communicating the benefits in place for participants. With more channels than ever for relaying information, clear communication requires knowledge and skills in strategies and measurements. This course will explore best practices and new strategies in communicating benefits to plan participants and measuring the plan for success. Take a deep dive into communication budgets, new technology, measuring results and more! Gather with your peers and experts in the field for two days of learning these strategies, what has worked for others and how to implement these ideas into your own plans. Gain confidence that your plan communication is on the right track, and find new ways to improve through networking and learning from experts when you attend this course! -
February 26 - 27, 2025
Health Care Cost ManagementRising health care costs, new technology, new drugs and changes in participants' health status have led to coverage challenges never faced before. This makes it even more critical to understand industry challenges and how to address them within plan documents. This two-day course explores the entire landscape of health care cost trends and cost-containment strategies, with special emphasis on today's emerging complexities. Gather with your peers and experts in the field to take a deep dive into the subjects and issues that affect health care plan costs and the evolving environment of health care management, plan design and coverage. Take the opportunity to network with and learn from others and exchange real-time ideas to implement in your organization. -
February 26 - 27, 2025
Investment BasicsThe environment of investing is rapidly changing. Having a solid understanding of investing is essential for avoiding costly mistakes and long-term issues. This course serves as an opportunity to efficiently build the simple investment framework required to help better understand and follow best practices and suitable investment structures. The content of this course will be beneficial for various backgrounds and levels of experience to revisit the basic investment framework with the goal of creating a better investment experience for participants and those they interact with. Gather with your peers and experts for two days of investment learning and networking to learn what is working and how others find success, giving you takeaways to implement at your own organization. -
February 26, 2025 11:00 AM - 2:00 PM
Strategic Planning: Driving Organizational Success With Purpose and PrecisionUnlock the power of strategic planning to elevate your organization's impact and achieve long-term success. This workshop is designed to equip trustees, HR professionals, and organizational leaders with the skills and knowledge needed to effectively implement strategic planning within their organizations. -
February 26, 2025 1:00 PM - 2:15 PM
Ensuring Compliance and Mitigating Risks in Retirement Plan Management -
February 28 - March 1, 2025
Retirement Plan BasicsThe rules around administering retirement plans are in constant fluctuation. With regular changes in regulatory guidance, it's extremely important to have a solid handle on the basics. Understanding fiduciary duties and responsibilities regarding retirement plans put those who administer retirement plans in the best positions to minimize risks and maximize plan value for participants. This course explores the entire landscape of defined benefit and defined contribution retirement plans, with a special emphasis on today's emerging challenges. Join your peers and industry experts to network and learn from each other while gaining insights to take back to your organization and apply to your plans -
February 28 - March 1, 2025
Funding and Finance of Health Benefits