Events - Grid

Executive Compensation Essentials: Key Concepts, Trends, and Regulatory Insights

April 30, 2025 1:00 PM - 3:00 PM

The Executive Compensation virtual course covers an overview of executive compensation in the private sector, with an emphasis on publicly traded companies that are registered with the Securities & Exchange Commission.

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Smooth Transitions: Workplace Accommodations and Rights for Employees and Employers

May 7, 2025 3:00 PM - 4:30 PM

Portfolio Concepts and Management

Philadelphia, PA, US

May 12 - 15, 2025

Join Wharton faculty this spring to learn about managing your fund’s investments.

Canadian Legal and Legislative Update

Winnipeg, MB, CA

May 14 - 15, 2025

Washington Legislative Update

Washington, DC, US

May 19 - 20, 2025

Discover the key issues and players that are driving legislative and regulatory initiatives that impact your plans and plan participants. Walk away with actionable takeaways to keep your plan in compliance and strategically plan for the future. Engage with experts, insiders and your fellow peers as you learn best practices, solutions and the latest issues impacting your plans

The Inflation Puzzle: Understanding and Managing Its Impact on Pension Plans

May 20, 2025 3:00 PM - 4:30 PM

Optimizing Drug Plan Management: An Update on Cost-Containment Strategies

May 27, 2025 3:00 PM - 4:30 PM

Seminaire sur la gestion des caisses de retraite

Montréal, QC, CANADA

May 29, 2025 7:45 AM - 6:30 PM

Pour tout savoir sur la gestion des caisses de retraite.

Creating a Culture of Ownership in the Era of AI

May 29, 2025 3:00 PM - 4:30 PM

Well-Being at Work Virtual Conference

Online, ,

June 3 - 4, 2025

A virtual conference highlighting specific experiences that shape women's and men's health and well-being. Sessions will cover topics of aging, social connection, and financial security.

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Customer Service Skills - Creating Polished Professionals

June 10, 2025 10:00 AM - 12:00 PM

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.

Total Rewards Certificate

June 17 - 20, 2025

Learn how to to design, develop and implement an effective and sustainable total rewards strategy.

Class Actions in Canada: Key Cases and Lessons for Trustees

June 17, 2025 3:00 PM - 4:30 PM

Actions collectives en valeurs mobilières au Canada : dossiers marquants et leçons pour les fiduciaires

June 19, 2025 3:00 PM - 4:30 PM

Trustees Institute - Level II: Concepts in Practice

Nashville, TN, US

June 21 - 22, 2025

Build on your knowledge of being a multiemployer trustee by attending the Trustees Institute—Level II: Concepts in Practice. This institute is for trustees with three or more years of experience, expanding on the concepts provided at the New Trustees Institute—Level I: Core Concepts. Discover best practices, identify possible solutions and recognize critical issues by attending this interactive program.

New Trustees Institute - Level I: Core Concepts

Nashville, TN, US

June 23 - 25, 2025

This 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.

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Accounting and Auditing Institute for Employee Benefit Plans Virtual Conference

Nashville, TN, US

June 23 - 25, 2025

The 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.

Advanced Trustees and Administrators Institute

Nashville, TN, US

June 23 - 25, 2025

For nearly five decades, this program has served as the cornerstone of education for multiemployer trustees and administrators. Sessions are designed to meet the needs of both trustees and administrators, whether they are fairly new to serving on a fund or have decades of experience. Attended by hundreds, this conference is large enough to offer choices of sessions yet small enough that you won’t get lost in the crowd. Developed by active trustees, administrators and professional advisors, each session is designed to address current issues, providing the relevant context and information for you to make sound decisions for your fund. Keep informed of the latest industry trends, legal and regulatory changes, and best practices. Take away new ideas and a deeper understanding of how to run your pension and health and welfare funds. Don't miss this time-honored educational event.

Accounting and Auditing Institute for Employee Benefit Plans

Nashville, TN, US

June 23 - 25, 2025

The 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.

Niagara-on-the-Lake, ON (White Oaks Resort and Conference Centre)

EVOLVE Benefits and Workforce Strategies Summit

Niagara-on-the-Lake, ON, CANADA

June 24 - 26, 2025

An innovative conference for Canadian HR, pensions and benefits leaders covering the latest trends and strategies to attract, retain and support your workforce.