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  • 1. WORKFORCE BENEFITS AND EMPLOYEE LAW FORUM September 13-14, 2010 Arlington, VA Learn h o New H w the ealthca Reform re will Aff Act ect Organi Your zation WORKFORCE BENEFITS and EMPLOYEE LAW FORUM Accurately Forecast Your Employer Obligations to Ensure Cost Savings, Employee Support and Earn up to Overall Business Efficiency 24 CPE Credits COURSE ONE: Manage HR Benefits Align your Gain successful strategies to better manage and administer employee benefits Employee Improve communication with employees to highlight the value of your benefit plans Benefit Plan COURSE TWO: COBRA Compliance and Procedures with Your Understand employer’s obligations under COBRA Obtain information on the latest changes regarding COBRA subsidy law HR Strategy In Association with:
  • 2. WORKFORCE BENEFITS AND EMPLOYEE LAW FORUM Agenda-at-a-Glance DAY ONE: Monday, September 13, 2010: Manage HR Benefits 8:30 Registration and Continental Breakfast 9:00 A Review of the New Healthcare Reform Act 11:00 The Essentials of Employee Benefits 12:00 Lunch and Networking Break 1:00 Manage Your Employee Benefit Offerings Create a Comprehensive Communication Strategy to Highlight Benefit Offerings Build the Foundation for Your Strategic Benefit Plan- Interactive Exercise 4:00 Training Adjourns DAY TWO: Tuesday , September 14, 2010: COBRA Compliance and Procedures 8:30 Continental Breakfast 9:00 COBRA Fundamentals: Historical Background 10:00 COBRA fundamentals: Key Components and Basic Regulations 11:00 COBRA Premium Subsidy Law 12:00 Lunch and Networking Break 1:00 Administer and Track COBRA Usage 2:00 Interactive Exercise: Complying with COBRA Regulations 4:00 Training Adjourns COMPLIMENTARY 6 MONTH SUBSCRIPTION: Mandated Health Benefits—The COBRA Guide Author: Paul M. Hamburger; Esq. Editorial Advisory Board NEWLY REVISE INSTANT, EXPERT ANSWERS to Your Trickiest COBRA Questions — Now and in to Inclu D de the Challenging Months Ahead Guidan ce the CO on B Here are all the tools you need to quickly and accurately comply with the recent Subsidy RA changes in COBRA law and in changes that are sure to come in the months ahead. Law! The newly revised Mandated Health Benefits: The COBRA Guide brings you practical advice, helpful clarifications, easy examples, sample notices and more to help you avoid costly errors and oversights. Your complimentary subscription with event registration includes a two volume manual plus 6 months of regular update pages and newsletters that will provide you with accurate guidance on how to handle some of the most trouble-prone COBRA-related situations (Regular Published Price: $399 Annually). 2
  • 3. DAY 1 WORKFORCE BENEFITS AND EMPLOYEE LAW FORUM September 13, 2010 8:30 Registration and Continental Breakfast 9:00 A Review of the New Healthcare Reform Act: Prepare for Changes to Come The new healthcare reform legislation has some very pressing immediate affects – join in our discussion to understand what urgent changes your organization should enact to follow compliance regulations. The new law touches upon many new requirements for health insurance coverage, such as state-run insurance exchanges and expanded Medicaid coverage, as well as employer and individual coverage mandates. Review all this new information and walk away with a clear explanation of how to best prepare your team and employees for the changes ahead. Discover what are the insurance reforms and when will they take effect Discern how your current health plans will be changed due to new legislation Find out what is a grandfathered plan and which reforms do and do not apply Identify what steps you should take immediately to prepare for new mandates COURSE ONE: MANAGE HR BENEFITS 11:00 The Essentials of Employee Benefits Review legally required benefits vs. discretionary benefits Establish an understanding of various benefits plans Assess what external factors may influence your benefit offerings 12:00 Lunch Break 1:00 Manage Your Employee Benefit Offerings Develop a strategic plan to find the best fit plans Learn how to introduce new or modified benefit programs Discern helpful tactics to manage multiple vendors Create a Comprehensive Communication Strategy to Highlight Benefit Offerings Assist your employees to see the value in their benefits package Provide data and detailed information to guide employee decision making Determine which communication strategies work best with your workforce 1:00 Build the Foundation for Your Strategic Benefit Plan- Interactive Exercise Learn how to take inventory of your current benefit offerings Discover all the various stakeholders involved Outline what elements must be in place to build a solid strategic plan 4:00 Day One Adjourns WHO SHOULD Employee benefits professionals Management Consultants Employment and benefits law attorneys Staffing Directors ATTEND? Human resources professionals Human Capital Officers Business Managers and Supervisors 3
  • 4. DAY 2 WORKFORCE BENEFITS AND EMPLOYEE LAW FORUM September 14, 2010 COURSE TWO: COBRA COMPLIANCE ABOUT THE INSTRUCTOR AND PROCEDURES Donna Rhodes Joseph is an Employee Benefits Professional, Coach, Author and Speaker with more 8:30 Registration and Continental Breakfast than 30 years experience in employee benefits leadership, management, training, speaking, and COBRA Fundamentals: Historical Background coaching. A former Director of Employee Benefits at Look at the Evolution of COBRA a major global company, she is now coaching benefits Review changing COBRA rules and regulations professionals and businesses on managing employee Discuss pending court cases and possible changes that benefits. She is founder and CEO of Rhodes-Joseph & Tobiason Advisors, LLC and is the lead Principal may arrive in 2010 for the firm’s Grow Your Benefits Career™ coaching practice. Donna is passionate about the value of COBRA fundamentals: Key Components and employee benefits to both employees and employers Basic Regulations and the importance of managing these programs Determine which employees are eligible recipients strategically. Throughout her career, Donna has Discern what circumstances represent qualifying events helped and coached individuals working in employee Review coverage periods and various coverage types benefits to develop their professional skills. Today she is working with businesses and employee benefits COBRA Premium Subsidy Law professionals who want to strategically manage employee benefits programs. Donna is co-author Study what new COBRA notice obligations are required of the book “Making Voluntary Workplace Benefits Learn how SPDs, election forms, etc. need to be amended Part of Every Employer’s Benefits Program”, a guide Look at the latest government guidance on COBRA subsidies that helps consultants and advisors understand the employer’s perspective on employee benefits.She 12:00 Lunch Break has been a featured speaker at employee benefits organization meetings, major employee benefits Administer and Track COBRA Usage consulting firm programs, the Conference Board Review your COBRA Timeline and a national conference on voluntary workplace Calculate COBRA premiums and payment concerns benefits. Prior to founding Rhodes-Joseph & Examine how to handle concluding COBRA issues Tobiason Advisors, a woman owned and managed business, Donna held a number of employee benefits executive positions at ITT Corporation, Interactive Exercise: Complying with COBRA a major global employer, including serving as the Regulations Director of Employee Benefits. She directed benefits Learn how to get your supervisors and senior leadership program management, design and communications involved in COBRA compliance and led the Human Resources team in mergers, Consider various scenarios related to COBRA issues and acquisitions and divestitures. She was ITT’s corporate your employees representative to national organizations of employers, Improve your COBRA management skills focusing on Employee Benefits issues. She’s currently a member of the American Benefits Council. Donna 4:30 Day Three Adjourns holds a Bachelor of Arts from Boston University. TOP FIVE PREPARE LEARN FIND OUT GATHER DETERMINE for changes how to better how to create an overview of what you need REASONS TO to your health manage various a strategic plan various state to know to and benefit benefit vendors for your benefit employee comply with ATTENTD plans due to offerings laws that may new COBRA the Healthcare affect your subsidy law Reform Act organization changes 4
  • 5. WORKFORCE BENEFITS AND EMPLOYEE LAW FORUM In-House Training One of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually eliminating travel expenses. Whether you require training for your department or for an organization-wide initiative, the advanced learning methods employed by The Performance Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization. CUSTOMIZATION: We realize that not all obstacles can be overcome by applying an “off-the-shelf” solution. While many training providers will offer you some variation of their standard training, The Performance Institute’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identification of real life examples will create a learning atmosphere that resonates with participants while at the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address specific challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, The Performance Institute also has the ability to accommodate organization-wide training initiatives. Utilizing multiple instructors, the Institute has the capacity to deliver courses to groups of up to 300 participants per day. AREAS OF EXPERTISE: On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas: Strategic Planning Workforce Management Program Evaluation Performance Measurement Performance-Based Budgeting Administrative Management Project Management Performance-Based Contracting Leadership and Change Lean Six Sigma Performance Reporting For more information about in-house training and certification options, please contact Jennifer Mueller at 202-739-9619 or email her at SPONSORSHIP OPPORTUNITIES: As a conference and training provider, The American Strategic Management Institute is an expert in bringing together leaders to share and discuss best practices and innovations. We connect decision-makers with respected solutions providers. The Institute offers four different pre-designed sponsorship packages: Event Co-Sponsor Session Sponsor Luncheon Sponsor Exhibit Booth Sponsor For more information on sponsorships or to get started, contact Meredith Mason at 202-739-9707 or email her at “The course was VERY TIMELY for our organization. I will bring back information for discussion and improvement in our processes” – JENNIFER LUTTJOHANN Deputy HR Officer, VA Health Revenue Center 5
  • 6. WORKFORCE BENEFITS AND EMPLOYEE LAW FORUM Logistics and Registration VENUE AND HOTEL: CPE CREDITS: Workforce Benefits and Employee Law Forum will be hosted Delivery Method: Group-live Program Level: Basic at The Performance Institute’s Training Center in Arlington, Prerequisites: None Advanced Preparation: VA, just one block east of the Courthouse stop on the Orange None CPE Credits: 12 per day Line of the D.C. Metro. A public parking garage is located The American Strategic Management Institute is registered with the inside of the building for $10/day. Continental breakfast and National Association of State Boards of Accountancy (NASBA) as a sponsor of refreshments will be provided for delegates on each day. continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of The Performance Institute Conference Center individual courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue 1515 N. Courthouse Rd., Suite 600 North, Nashville, TN 37219-2417. Website: Arlington, VA 22201 877-992-9521 QUALITY ASSURANCE: ASMI strives to provide you with the most productive and effective A limited number of rooms have been reserved at the Arlington educational experience possible. If after completing the course you feel there Rosslyn Courtyard by Marriott at the prevailing rate of $226.00. is some way we can improve, please write your comments on the evaluation This rate is based on the Government Per Diem and is subject form provided upon your arrival. Should you feel dissatisfied with your learning experience and wish to request a credit or refund, please submit it in to change. Please call the hotel directly and reference code writing no later than 10 business days after the end of the training to: Workforce Benefits and Employee Law Forum when ASMI: Quality Assurance making reservations to get the discounted rate. The hotel 805 15th Street, NW, 3rd Floor is conveniently located three blocks from the Rosslyn Metro Washington, DC 20005 station. Please ask the hotel about a complimentary shuttle that Note: As speakers are confirmed six months before the event, some is also available for your convenience. speaker changes or topic changes may occur in the program. The Performance Institute is not responsible for speaker changes, but will work Arlington Rosslyn Courtyard by Marriott to ensure a comparable speaker is located to participate in the program. 1533 Clarendon Blvd. If for any reason The Performance Institute decides to cancel this conference, Arlington, VA 22209 The Performance Institute accepts no responsibility for covering airfare, hotel or Phone: 703-528-2222 / 1-800-321-2211 other costs incurred by registrants, including delegates, sponsors and guests. DISCOUNTS: TUITION & GROUP DISCOUNTS: • All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount. The tuition rate for attending Workforce Benefits and • Any discounts offered whether by The Performance Institute (including Employee Law Forum is as follows: team discounts) must also require payment at the time of registration. • All discount offers cannot be combined with any other offer. Offerings Early Bird* Regular Rate • Discounts cannot be applied retroactively Course One: Manage $499 Payment must be secured prior to the conference. If payment is not HR Benefits received by the conference start date, a method of payment must be presented at the time of registration in order to guarantee your participation Course Two: COBRA $499 at the event. Compliance and Procedures Both Courses $799 $899 *For the Early Bird rate, register before July 19, 2010 For more information on group discounts for Workforce Benefits and Employee Law Forum contact: David Yerks at 706-637-5045 or email him at 6
  • 7. WORKFORCE BENEFITS AND EMPLOYEE LAW FORUM Logistics and Registration Call Fax this Form to Visit 877-992-9522 866-234-0680 REGISTRATION FORM Yes! Register me for Workforce Benefits and Employee Law Forum Register me for the following course(s) only: Course One: Manage HR Benefits Course Two: COBRA Compliance and Procedures Please call me. I am interested in a special group discount for my team DELEGATE INFORMATION Name Title Organization Dept. Address City State Zip Telephone Fax Email PAYMENT INFORMATION Check Purchase Order/Training Form Credit Card Credit Card Number Expiration Date Verification no. Name on Card Billing Address Please make checks payable to: ASMI CANCELLATION POLICY: ASMI will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to the event start date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the event start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. All cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email. I have read and accepted the Cancellation Policy above. ACKNOWLEDGED AND AGREED By: ______________________________________________________________________________________________ Date: _______________________________________ Priority Code: W248-WEB 7
  • 8. ASMI’s vision In this challenging economic landscape, organizations must develop and execute innovative strategies to survive and thrive. Performance and process improvement methodologies give managers the tools they need to run leaner, more efficient businesses. The mission of the American Strategic Management Institute (ASMI) is to connect business leaders with best-in- class practices and training to address management challenges and improve results. ASMI has grown into one of the nation’s most innovative training providers, combining market research and industry insight to deliver experiences and tools to inspire leaders and grow businesses. Through virtual sessions, national summits, training programs and consulting services, ASMI brings together leaders to share insights, ideas and actions to transform organizations. Areas of Focus: Performance Management: Using business analytics to drive strategy Process Improvement: Leaning processes for efficiency and quality improvement Financial Management: Budgeting and forecasting for better decision-making Project Management: Managing projects to deliver results on time, within scope and in budget Leadership Development: Building leadership skills to manage in times of change and conflict Services: Virtual Training Briefings 90-minute training sessions for the latest tools and techniques to deliver results. National Summits National events allowing business leaders to share best practices and strategies for success. Training Programs Methodology-based training modules in management competencies, offered publicly or custom-designed for your organization Consulting Services Field experts who can bring bold change to your workforce, planning processes. ASMI Corporate Headquarters 805 15th Street, NW, 3rd Floor Washington, DC 20005 Ph: 877-992-9522 Fax: 866-234-0680