Events
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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 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 - 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
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 - 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 Benefits 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. -
July 16 - 17, 2025
Intro to Public Sector Benefits Administration -
July 16 - 17, 2025
Total Rewards and Workforce StrategiesThe complexities of managing and administering employee benefit plans in today's environment require knowledge and skills in a variety of areas, especially when it comes to total rewards and workforce strategies. This two-day course is designed to connect you with experts in the field for a deep dive into these topics. Explore current and future trends in total rewards and how to make strategies work for your organization's needs. Network with your peers and learn from their experiences to gain insights into what could work for your participants. Take the opportunity to learn ways to optimize your plan to create a successful program for your participants. -
July 18 - 19, 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! -
July 18 - 19, 2025
Health Care Cost Management -
July 18 - 19, 2025
Retirement Plan Basics -
July 20 - 21, 2025
Advanced Trust Management Standards (ATMS™) Session BDesigned for the needs of experienced trustees, Advanced Trust Management Standards (ATMS) will give you the tools you need to not only be successful in your role as a trustee, but also let you look toward the future and prepare your plan for the challenges ahead. -
July 20 - 21, 2025
Advanced Trust Management Standards (ATMS™) Session ADesigned for the needs of experienced trustees, Advanced Trust Management Standards (ATMS) will give you the tools you need to not only be successful in your role as a trustee, but also let you look toward the future and prepare your plan for the challenges ahead. -
July 20 - 21, 2025
Foundations of Trust Management Standards (FTMS®)Attend the Foundations of Trust Management Standards (FTMS) program and get the knowledge you need to help ensure your plan’s success.