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Employee Benefits Courses

Advance your career with these expert-led courses!

Employee benefits courses offer educational opportunities in each of the areas of benefits and compensation. Take a single course for education in a specific area or take three courses to earn a topic-specific Certificate of Achievement.

San Diego, CA

San Diego, CA

February 24-March 1, 2025
Andaz San Diego

  • Reservation Deadline: Monday, January 27, 2025
  • Rate: US$290.00 Single/Double Occupancy
  • Taxes & Fees (subject to change): 12.70% Room Tax
  • Destination Fee: Reduced destination fee of $10/night (standard destination fee is $30/night)
  • Hotel Cancel Policy: A fee of one (1) night room rate plus tax charged for cancellations received within 24 hours prior to arrival.
  • Hotel room availability is not guaranteed outside of scheduled program dates.
Chicago, IL

Chicago, IL

July 14-19, 2025
Fairmont Chicago-Millennium Park
Gleacher Center

  • Reservation Deadline: Friday, June 13, 2025
  • Rate: US$265.00 Single/Double Occupancy
  • Taxes & Fees (subject to change): 17.4% Room Tax
  • Urban Experience Fee: Waived
  • Urban Experience Fee Includes (subject to change):
    • Standard Internet Access
    • Premium Internet Access for Accor Live Limitless Members
    • Access to the Fairmont Fitness Center
  • Hotel Cancel Policy: A fee of one (1) night room rate plus tax will be charged for reservations cancelled within 24 hours prior to arrival.
  • Hotel room availability is not guaranteed outside of scheduled program dates.

Benefits of Attending

LEARN from industry experts and your peers.

GAIN valuable written materials and resources.

DISCUSS the strategies that plans are implementing.

CONNECT with others  dealing with similar issues.

DEMONSTRATE your knowledge through interactive exercises and case studies.

Who Should Attend

  • Benefits professionals
  • Human resource generalists who deal with plan participants
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, law and financial service
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serve

Instructors

Earley, Laura

Laura Earley CEBS, CEBS Compliant

Employee Benefits Department Manager–Colorado, AssuredPartners

Denver, CO

Robert Whited CFA, CEBS

Managing Director, Creative Planning Retirement Services

Los Angeles, CA

Steven Grieb J.D., CEBS Compliant

Senior Compliance Counsel, Gallagher Fiduciary Advisors, LLC

Milwaukee, WI

Rae Anne Beaudry

Senior Vice President/Regional Employee Benefits Practice Group Leader, USI Insurance Services

Brookfield, WI

Douglas Tapp

Reward Consulting Leader, Human Capital Consulting Practice, Deloitte Consulting LLP

Kansas City, MO

Jay Egelberg ASA, EA, FCA, MAAA

Consulting Actuary, First Actuarial Consulting, Inc. (FACT)

New York, NY

Margaret Lemkin Ph.D.

President, Health Benefit Strategies, LLC

Rio Verde, AZ

Lewis Devendorf

Consultant, Mercer Human Resources (Retired)

Rio Verde, AZ

Dawn Lichtner CEBS

Client Success Executive, The Vanguard Group

Valley Forge, PA

Alicia Mohn JD

Director of Regulatory Services, Empower

Milwaukee, WI

Bruce Schobel CEBS, CLU, FSA, MAAA

Consulting Actuary

Winter Garden, FL

Paula Krupa CEBS Compliant

Global Benefits Leader, Vialto Partners

Bradenton, FL

Barbara Healy M.B.A., AIF, CFP, CFS, CRC

Senior Consultant, NFP, An Aon Company

Scottsdale, AZ

Miler, Matthew T.

Matthew Miler CPA, CFP

Managing Partner, McCarthy Grittinger Financial Group LLC

Milwaukee, WI

Enemchukwu, Uche

Uche Enemchukwu Esq.

Chief Executive Officer, Nelu Diversified Solutions

Chicago, IL and London, UK

Steven Draper

Senior Manager, Ernst & Young LLP

Dallas, TX

Douglas Nistetter ASA, MAAA

Senior Vice President, Houston Market Leader, Aon

Houston, TX

Jake Stevens

Vice President, Health Solutions, Aon

Dallas, TX

Mark Dunlop CEBS, AEP, AFC, CFP, ChFC, CLU, FLMI, REBC, RHU

Principal, Designed Benefit Incentives

St. Louis, MO

Abbey Hendricks CEBS

Vice President, Aon

Portland, OR

Peter Kennedy

Principal, PRM Consulting Group

Rockville, MD

Anne Sperling CSA, LPRT

President and CEO, Vanguard Resources, Inc.

Santa Fe, NM

Mindy Harris CRA, CRC

Senior Consultant, Governmental Plans, NFP Retirement Consulting

Vancouver, WA

R. Scott Gregory FSA

President, R. Scott Gregory, Inc.

Annapolis, MD