Events - Grid

Carbie Royale, Orlando
Introduction to Public Sector Benefits Administration

Orlando, FL

September 30 - October 1, 2026

Carbie Royale, Orlando
Health Care Cost Management

Orlando, FL

September 30 - October 1, 2026

Carbie Royale, Orlando
Basics of Employee Benefits Administration

Orlando, FL

September 30 - October 1, 2026

Carbie Royale, Orlando
Multiemployer Plan Administration

Orlando, FL

September 30 - October 1, 2026

Carbie Royale, Orlando
Canadian Benefits Plan Administration

Orlando, FL

October 2 - 3, 2026

Carbie Royale, Orlando
Health Benefit Plan Basics

Orlando, FL

October 2 - 3, 2026

Carbie Royale, Orlando
Public Sector 401, 403 and 457 Plans

Orlando, FL

October 2 - 3, 2026

Carbie Royale, Orlando
Communicating Employee Benefits

Orlando, FL

October 2 - 3, 2026

New Orleans, LA
New Trustees Institute - Level I: Core Concepts

New Orleans, LA

October 23 - 25, 2026

New Orleans, LA
Public Plan Trustees Institute - Level I

New Orleans, LA

October 24 - 25, 2026

PC09 - Trustee and Administrator Succession Planning Workshop

New Orleans, LA

October 24, 2026 8:00 AM - 1:00 PM

Building and maintaining a positive board culture takes intention and effort. This process can be more challenging when faced with board turnover, especially if it is unexpected. In this workshop, you will learn a step-by-step approach to succession planning, including how to find new trustees and plan for administrator changes. You will learn: 1. How to amend trust agreements and/or collective agreements to support succession planning for trustees and administrators 2. How to address bias and culture on existing boards 3. How to onboard new trustees and administrators.
PC01 - Mental Health First Aid® at Work (repeated on Sunday)

New Orleans, LA

October 24, 2026 8:00 AM - 1:00 PM

By fostering a culture of mental well-being and compassion, Mental Health First Aid® (MHFA) at Work certification makes your organization a healthier place to work. You will come away with a better understanding of how to care for your well-being at work as well as a MHFA Action Plan (ALGEE) to apply to noncrisis and crisis scenarios. During this four-hour, instructor-led course, you will practice the skills needed to recognize and respond to a coworker who may be experiencing a noncrisis or crisis mental health or substance use challenge and connect them with the appropriate resources in accordance with company policies. Attendees will receive a certification in MHFA at Work after completing the instructor-led portion of the training, post-work and post-evaluation. Learning objectives include the following. 1. Describe the purpose of Mental Health First Aid® and the role of the Mental Health First Aider. 2. Explain the five steps of the MHFA Action Plan (ALGEE). 3. Determine the actions that a Mental Health First Aider should take for noncrisis situations in the workplace. 4. Discover the actions that a Mental Health First Aider should take for potential crisis and immediate crisis situations in the workplace. 5. Practice the MHFA Action Plan (ALGEE) in noncrisis and crisis scenarios in which a coworker is experiencing a mental health or substance use challenge.
PC53 - Health, Wealth and Happiness—Planning Your Path to a Successful Retirement (Attendee Only)

New Orleans, LA

October 24 - 25, 2026

Securing a healthy and successful retirement requires a holistic approach that goes beyond just having enough money. This workshop will explore tools and resources to design the “life” side of your next chapter and to boost and protect your retirement income. Attendees of all ages are encouraged to attend.
PC07 - You’ve Been Summoned—Best Practices in Litigation, Depositions and Trial Testimony

New Orleans, LA

October 24, 2026 8:00 AM - 1:00 PM

Plan trustees, professionals, administrators and staff are often involved in plan litigation with little to no experience in these legal settings. This can stem from a variety of issues from collections, contract issues, plan design disputes, and so on. Join this workshop to better understand how to prevent litigation when you can and prepare for it when it happens.
New Orleans, LA
Introduction to Public Sector Benefits Administration

New Orleans, LA

October 24 - 25, 2026

PC05 -Understanding and Using the 7 Benchmarks for a Well Workplace

New Orleans, LA

October 24, 2026 8:00 AM - 1:00 PM

Through this workshop, you'll be introduced to the Wellness Alliance’s 7 Benchmarks, a foundation for building and sustaining a results-oriented workplace wellness strategy. By using this information in your organization, you can provide a credible framework that can be tailored toward organization-specific values, mission, vision and goals for wellness. Organizations that are dedicated to the health of their workers are given a structure to help their organizations through the Well Workplace process.
New Orleans, LA
Trustees Masters Program (TMP)

New Orleans, LA

October 24 - 25, 2026

​​​The Trustees Masters Program (TMP) is for advanced-level trustees who want to gain a deeper insight into their role as well as interact with peers.
PC03 -Cybersecurity and Social Engineering Fraud

New Orleans, LA

October 24, 2026 8:00 AM - 1:00 PM

Fraud can happen at any time, in any place. You are responsible for having the tools necessary to prevent cyberattacks, data breaches and claims fraud. Join this one-day preconference to learn how to spot social engineering fraud, learn about tools and tests to be implemented to avoid fraud, review and implement the right insurance coverage, and more!
New Orleans, LA
Public Plan Trustees Institute - Level II

New Orleans, LA

October 24 - 25, 2026

New Orleans, LA
Trustees Institute - Level II: Concepts in Practice

New Orleans, LA

October 24 - 25, 2026