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
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2015 Local Chapter Educational Program Offerings CHAPTER PROGRAMS.pdf · 2015 Local Chapter Educational Program Offerings ... Dentons 1 Capital March 19 ... Megan Stephens, Shannex
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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
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
CHAPTER/DATE PROGRAM ATTND SPEAKER(S) CPE
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
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
CHAPTER/DATE PROGRAM ATTND SPEAKER(S) CPE
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
CHAPTER/DATE PROGRAM ATTND SPEAKER(S) CPE
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?
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
CHAPTER/DATE PROGRAM ATTND SPEAKER(S) CPE
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
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
CHAPTER/DATE PROGRAM ATTND SPEAKER(S) CPE
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
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