Virtual Conference

U.S. Employer Outlook: Benefit Strategies for the Future

Tuesday, September 1 - Thursday, September 10, 2020
International Foundation Training Center, Brookfield, WI
U.S. Employer Outlook: Benefit Strategies for the Future


This virtual conference is organized by topic area with a mix of live and recorded sessions. Each day of the week new sessions will be available that will focus on one of those areas. Tuesday will be sessions covering general benefits-related topics, Wednesday will be focused on health and wellness and Thursday will be pensions and retirement topics. View sessions details for description and speaker credentials.

Week 1

Tuesday September 1-General

11:00 a.m.-12:00 p.m. ET | U.S. Legislative Update (LIVE)

1:00-2:00 p.m. ET | What All Employee Benefits Professionals Should Know About the Changing Landscape of Data Privacy

3:00-4:00p.m. ET | Defensive Data Security and Risk Management in Today’s Cyberworld

Wednesday September 2-Health and Wellness

11:00 a.m.-12:00 p.m. ET | The Future of Employer-Sponsored Health Care (LIVE)

1:00-2:00 p.m. ET | HSA 2.0

3:00-4:00 p.m. ET | A Legal Perspective on PBM Contracting

Thursday September 3-Pensions and Retirement

11:00 a.m.-12:00 p.m. ET | The Mainstreaming of ESG Investing (LIVE)

1:00-2:00 p.m. ET | 401(k) Litigation Is Moving to Smaller Plans: Learn Best Practices to Avoid Being the Next Target (Concurrent Session)

1:00-2:00 p.m. ET | Global Economic Outlook (Concurrent Session)

3:00-4:00 p.m. ET | Exploring the 401(k) Plan Experience of Millennials and Baby Boomers


Week 2

Tuesday September 8-General

11:00 a.m.-12:00 p.m. ET | Discrimination in Employee Benefits . . . and the Civil Rights Act? (LIVE)

1:00-2:00 p.m. ET | Move to the Front: A Brain Science Approach to Critical Incident Stress Management

3:00-4:00 p.m. ET | Are You Considering an Unlimited Vacation Benefit?

Wednesday September 9-Health and Wellness

11:00 a.m.-12:00 p.m. ET | Mental Health—It Matters! Plan Sponsors Have a Key Role to Play. (LIVE)

1:00-2:00 p.m. ET | Indiana’s Journey Back to Health Fiscal and Physical” 

3:00-4:00 p.m. ET | Wellness and Value-Add Benefits: No Good Deed Goes Unpunished

Thursday September 10-Pensions and Retirement

11:00 a.m.-12:00 p.m. ET | What's Hot in Retirement Plans (LIVE)

1:00-2:00 p.m. ET | Retirement Life Planning: Beyond the Financials

3:00-4:00 p.m. ET | Financial Wellness Programs and Considerations in Today’s Environment (Concurrent Session)

3:00-4:00 p.m. ET | Mergers and Acquisitions in Retirement Plans (Concurrent Session)

Session Details

Who Should Attend

This virtual conference is for those responsible for employee benefits programs in the United States including:

  • Benefits professionals
  • HR professionals
  • Third-party administrators, insurance professionals and other service providers
  • HR and benefits consultants 

Virtual Conference Features

Ignite your learning experience by attending sessions throughout the week.

  • Session recordings—Not able to watch the sessions right away? Return to the virtual environment to watch recorded sessions at any time for up to one year.
  • Ask the experts— Answers to questions posed during the sessions will be posted in the virtual conference website as a resource for all attendees.
  • Session handouts and documents—Download session handouts and other resources ahead of time so that you are prepared to follow along with each presentation.
  • Access anytime—The virtual environment will be open 24/7 giving you the opportunity to access everything in the environment on your time.
  • Session format—This virtual conference includes a mix of live and prerecorded sessions. Live sessions are hosted through Zoom. After registering please watch for emails about access instructions.


  • Susan Barnhart Director of Health Analytics and Strategy State of Indiana
  • Patricia L. Beaty, CEBS Partner Taft Law
  • Scott Borden Strategic Benefits Advisor Lewer Benefits Group
  • James Broski, CEBS Senior Client Manager CIGNA Healthcare
  • Kathryn P. Brown, M.S., CEBS Principal, Leader, Center for Health Innovation Mercer
  • Carrie B. Cherveny, Esq. Senior Vice President, Strategic Client Solutions HUB International Southeast
  • Erica N. Cordova Zinkie, J.D. Vice President, Legal Counsel OneDigital Health and Benefits
  • Jordan L. Fischer, Esq. Co-Founder and Managing Partner XPAN Law Group, LLC
  • Mark Galvin President and CEO MMS Analytics Inc., d/b/a/ MyMedicalShopper
  • Samuel A. Henson, J.D., CEBS, CEBS Compliant, ISCEBS-Fellow, ASPPA-APM Senior Vice President—Director of Legislative and Regulatory Affairs Lockton Companies
  • Sarah A. Holden, Ph.D. Senior Director of Retirement and Investor Resesarch Investment Company Institute
  • Paul B. Holmes, J.D. Senior Manager, Employee Benefits & Executive Compensation Nixon Peabody
  • Leon F. Joyner, Jr., ASA, EA, FCA, MAAA Senior Vice President and Actuary Segal Consulting
  • Kristine N. Karnath U.S. Director of U.S. Benefits Moog Inc.
  • James A. Klein President American Benefits Council
  • Randall Kratz, M.S., LCSW, LPC Senior Account Manager/EAP Consultant/Counselor FEI Behavioral Health
  • Robert A. Massa, CEBS, AIF, ChFC, CPFA Managing Director Qualified Plan Advisors
  • Maureen O'Brien Vice President Segal Marco Advisors
  • Lynn Pettus Partner Ernst & Young LLP
  • Rebecca Rakoski, Esq. Co-Founder and Managing Partner XPAN Law Group, LLC
  • Julian M. Regan Public Sector Market Leader/Senior Vice President Segal Marco Advisors
  • Alan Spector Director of Worldwide Quality Assurance (Retired) Procter & Gamble Company
  • Richard A. Storms, CEBS Manager of National Plans Alerus
  • Amy S. Timmons, CFA, EA, FSA, MAAA, PMP Vice President and Senior Consultant Segal Consulting
  • Ian Toner, CFA Chief Investment Officer Verus Investments

Continuing Education

​Each session is worth one credit toward CEBS Compliance. You should self-report your attendance depending on how many full sessions you watch. You may self-report attendance for PHR/SPHR/GPHR designations and SHRM-CP/SHRM-SCP designations. No insurance continuing education credit is available for this conference.
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Registration Information
  Member Nonmember

US $695.00 US $845.00

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