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TO REGISTER FOR 2019 WEBINARS: Visit www.cbiz.com and look under the “Insights & Resources”
tab. From the electronic PDF of this calendar, click here. FOR MORE INFORMATION: Email Kristen
Kosek at kkosek@cbiz.com.All information listed on these pages is subject to change.
The use of this seal confirms that each activity listed here has met the HR Certification
Institute’s® (HRCI®) criteria for recertification credit pre-approval.
B&I Webinar Series 2019The CBIZ Benefits & Insurance Services (B&I) webinar series returns in 2019 with a fresh lineup of programs to help you grow as a professional as you help to grow your business.
Our expert speakers will bring you timely information in a convenient, cost-effective format. Mark your calendar and make the connection! Sign up for free today.
Employee Benefits • Compliance • Wellbeing Solutions
Talent & Compensation Solutions • Property & Casualty • Retirement Plan Services
Workplace Wellbeing for Small and Mid-Size Businesses
Learn about the many resources and strategies available for small and mid-size
businesses – even with limited populations and limited budgets.
Presenters: Amy Howell and Anna Panzarella,Wellbeing Consultants for 		
CBIZ Wellbeing Solutions
TUES.
2|12|19
1:00 to 2:00 pm
(Central Time)
Maximizing Your Retirement Plan Goals & Mitigating Your Fiduciary Risk
Join us to learn how to help participants maximize their retirement plan goals while
limiting the risks associated with sponsoring a plan.
Presenter: Mike Ziccardi, Executive Vice President for CBIZ Retirement Plan Services
TUES.
2|26|19
1:00 to 2:00 pm
(Central Time)
The Benefits of Health Benefits: Understanding the Changing Enviornment
With a new Congress in place, what changes can we expect in the health care 		
landscape? Join us to find out!
Presenter: Karen McLeese,VP Regulatory Affairs for CBIZ Benefits & Insurance
Services, Inc.
TUES.
3|12|19
1:00 to 2:00 pm
(Central Time)
Safety Is Key: Reducing Workers’ Compensation Claims with a Safety Culture
Find out how a culture of safety can reduce workplace injuries and ultimately
improve an organization’s total cost of risk.
Presenters: Rob Kaelin, President of Midwest Operations & Mark Leetch, 	
Director of Midwest Risk Control for CBIZ Insurance Services, Inc.
TUES.
3|26|19
1:00 to 2:00 pm
(Central Time)
Interview Tips & Pitfalls
How should your organization conduct interviews to gather the best information 	
about candidates? Join us to learn how!
Presenter: Jay Meschke, President, CBIZ Talent & Compensation Solutions and 	
EFL Associates
TUES.
4|23|19
1:00 to 2:00 pm
(Central Time)
Managing Pharmacy Costs & Performance: Understanding Your 			
Costs & Opportunities
Prescription drug coverage continues to play a major role in employer-provided 	
group health benefit plans. Learn how to maximize your pharmacy benefit program.
Presenters: Mike Zucarelli, CBIZ National National Pharmacy Practice Leader, Kyle
Knoke, Sr. Pharmacy Consultant & Karen McLeese,VP Regulatory Affairs for CBIZ
Benefits & Insurance Services, Inc.
TUES.
5|7|19
1:00 to 2:00 pm
(Central Time)
Managing Your Fiduciary Responsibility as a 457 Plan Sponsor
Join us to learn how understanding fiduciary standards and implementing ERISA 	
best practices can help your organization maintain accountability, mitigate liability
and satisfy employee participants.
Presenter: Mike Glackin, President of CBIZ InR Advisory Services
TUES.
5|21|19
1:00 to 2:00 pm
(Central Time)
Mapping the Labyrinth of Leave Laws
Join our regulatory expert to learn how to ensure your internal policies and 		
procedures and benefit programs can meet the requirements of the many federal,
state and local sick, medical and family leave laws.
Presenter: Karen McLeese,VP Regulatory Affairs for CBIZ Benefits & Insurance
Services, Inc.
TUES.
6|4|19
1:00 to 2:00 pm
(Central Time)
Ready or Not: Ensuring Your Business is Prepared for a Disaster
Learn the importance of a written disaster plan, its key components and how it
can help you survive an unexpected disaster.
Presenter: Peter Carvajal, Southeast Director of Risk Consulting for CBIZ Insurance
Services, Inc.
TUES.
6|25|19
1:00 to 2:00 pm
(Central Time)
B&I Webinar Series 2019 Employee Benefits • Compliance • Wellbeing Solutions
Talent & Compensation Solutions • Property & Casualty • Retirement Plan Services
Popluation Health Management Using Data Analytics: How to Increase
Healthcare Quality and Decrease Costs
Learn how population health relates to the cost, quality, and personal experiences 	
of health care services delivered by healthcare providers.
Presenters: Dave Rubadue, National Director Health Care Actuarial Services for
CBIZ Employee Benefits, and Chris Davis, National Director Health Innovations for
CBIZ Employee Benefits
TUES.
7|16|19
1:00 to 2:00 pm
(Central Time)
Workplace Wellbeing Trends 2019: What’s In & What’s on the Horizon?
Discover the latest developing trends and our forecast for the future of workplace
wellbeing.
Presenters: LaTonia McGinnis,Wellbeing Account Executive, and Abby Stevenson,
Wellbeing Consultant for CBIZ Wellbeing Solutions, and Karen McLeese,VP
Regulatory Affairs for CBIZ Benefits & Insurance 	Services, Inc.
TUES.
8|6|19
1:00 to 2:00 pm
(Central Time)
Defined Benefit Cost Savings
Interested in minimizing the cost of your defined benefit plan? Join us to learn
about plan features, fiduciary and administrative issues plus best practices that
can provide cost savings.
Presenter: Bill Karbon, Executive Vice President of CBIZ Retirement Plan Services
TUES.
8|20|19
1:00 to 2:00 pm
(Central Time)
6 Considerations for Building an Effective Benefits Communication Strategy
Join us as our communication expert offers a blueprint for envisioning, planning and
implementing an effective benefits communication strategy.
Presenter: Alex Lanning, National Director of Communications for CBIZ Employee
Benefits
TUES.
9|10|19
1:00 to 2:00 pm
(Central Time)
TO REGISTER FOR 2019 WEBINARS: Visit www.cbiz.com and look under the “Insights & Resources”
tab. From the electronic PDF of this calendar, click here. FOR MORE INFORMATION: Email Kristen
Kosek at kkosek@cbiz.com.All information listed on these pages is subject to change.
The use of this seal confirms that each activity listed here has met the HR Certification
Institute’s® (HRCI®) criteria for recertification credit pre-approval.
The Importance of a Career Transition Program
Learn the benefits of investing in those leaving your organization.
Presenter: Cindy Hayward, Director, Coaching Clearninghouse for CBIZ Talent &
Compensation Solutions and EFL Associates
TUES.
9|24|19
1:00 to 2:00 pm
(Central Time)
Protecting Your Business from Contractual Risk
Whether you are the business asking vendors to sign a contract or the vendor
signing, it’s imperative to know the contents of all your contracts and how they fit
in your overall risk plan.
Presenters: Lee Nestel, President and Public Entity Practice Leader,
and Mike Hraber,VP for CBIZ Insurance Services, Inc.	
TUES.
10|08|19
1:00 to 2:00 pm
(Central Time)
Looking Beyond Performance: Assessing Risk to Build Sustainable 	
Endowments & Foundations
Discover how establishing an investment strategy to minimize volatility and 		
maintain liquidity can help trustees build sustainability for years to come.
Presenter: Maria Dean, Director of Asset Management for CBIZ Investment 	
Advisory Services
TUES.
10|15|19
1:00 to 2:00 pm
(Central Time)
Legislative Update: The Year in Review & What Employers Need to Know in 2020
Join us as we help you make sense of current laws affecting your business and 	
address additional new and relevant legislation on the books.
Presenter: Karen McLeese,VP Regulatory Affairs for CBIZ Benefits & Insurance
Services, Inc.
TUES.
11|12|19
1:00 to 2:00 pm
(Central Time)

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CBIZ 2019 Webinars

  • 1. TO REGISTER FOR 2019 WEBINARS: Visit www.cbiz.com and look under the “Insights & Resources” tab. From the electronic PDF of this calendar, click here. FOR MORE INFORMATION: Email Kristen Kosek at kkosek@cbiz.com.All information listed on these pages is subject to change. The use of this seal confirms that each activity listed here has met the HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval. B&I Webinar Series 2019The CBIZ Benefits & Insurance Services (B&I) webinar series returns in 2019 with a fresh lineup of programs to help you grow as a professional as you help to grow your business. Our expert speakers will bring you timely information in a convenient, cost-effective format. Mark your calendar and make the connection! Sign up for free today. Employee Benefits • Compliance • Wellbeing Solutions Talent & Compensation Solutions • Property & Casualty • Retirement Plan Services Workplace Wellbeing for Small and Mid-Size Businesses Learn about the many resources and strategies available for small and mid-size businesses – even with limited populations and limited budgets. Presenters: Amy Howell and Anna Panzarella,Wellbeing Consultants for CBIZ Wellbeing Solutions TUES. 2|12|19 1:00 to 2:00 pm (Central Time) Maximizing Your Retirement Plan Goals & Mitigating Your Fiduciary Risk Join us to learn how to help participants maximize their retirement plan goals while limiting the risks associated with sponsoring a plan. Presenter: Mike Ziccardi, Executive Vice President for CBIZ Retirement Plan Services TUES. 2|26|19 1:00 to 2:00 pm (Central Time) The Benefits of Health Benefits: Understanding the Changing Enviornment With a new Congress in place, what changes can we expect in the health care landscape? Join us to find out! Presenter: Karen McLeese,VP Regulatory Affairs for CBIZ Benefits & Insurance Services, Inc. TUES. 3|12|19 1:00 to 2:00 pm (Central Time) Safety Is Key: Reducing Workers’ Compensation Claims with a Safety Culture Find out how a culture of safety can reduce workplace injuries and ultimately improve an organization’s total cost of risk. Presenters: Rob Kaelin, President of Midwest Operations & Mark Leetch, Director of Midwest Risk Control for CBIZ Insurance Services, Inc. TUES. 3|26|19 1:00 to 2:00 pm (Central Time) Interview Tips & Pitfalls How should your organization conduct interviews to gather the best information about candidates? Join us to learn how! Presenter: Jay Meschke, President, CBIZ Talent & Compensation Solutions and EFL Associates TUES. 4|23|19 1:00 to 2:00 pm (Central Time) Managing Pharmacy Costs & Performance: Understanding Your Costs & Opportunities Prescription drug coverage continues to play a major role in employer-provided group health benefit plans. Learn how to maximize your pharmacy benefit program. Presenters: Mike Zucarelli, CBIZ National National Pharmacy Practice Leader, Kyle Knoke, Sr. Pharmacy Consultant & Karen McLeese,VP Regulatory Affairs for CBIZ Benefits & Insurance Services, Inc. TUES. 5|7|19 1:00 to 2:00 pm (Central Time) Managing Your Fiduciary Responsibility as a 457 Plan Sponsor Join us to learn how understanding fiduciary standards and implementing ERISA best practices can help your organization maintain accountability, mitigate liability and satisfy employee participants. Presenter: Mike Glackin, President of CBIZ InR Advisory Services TUES. 5|21|19 1:00 to 2:00 pm (Central Time) Mapping the Labyrinth of Leave Laws Join our regulatory expert to learn how to ensure your internal policies and procedures and benefit programs can meet the requirements of the many federal, state and local sick, medical and family leave laws. Presenter: Karen McLeese,VP Regulatory Affairs for CBIZ Benefits & Insurance Services, Inc. TUES. 6|4|19 1:00 to 2:00 pm (Central Time) Ready or Not: Ensuring Your Business is Prepared for a Disaster Learn the importance of a written disaster plan, its key components and how it can help you survive an unexpected disaster. Presenter: Peter Carvajal, Southeast Director of Risk Consulting for CBIZ Insurance Services, Inc. TUES. 6|25|19 1:00 to 2:00 pm (Central Time)
  • 2. B&I Webinar Series 2019 Employee Benefits • Compliance • Wellbeing Solutions Talent & Compensation Solutions • Property & Casualty • Retirement Plan Services Popluation Health Management Using Data Analytics: How to Increase Healthcare Quality and Decrease Costs Learn how population health relates to the cost, quality, and personal experiences of health care services delivered by healthcare providers. Presenters: Dave Rubadue, National Director Health Care Actuarial Services for CBIZ Employee Benefits, and Chris Davis, National Director Health Innovations for CBIZ Employee Benefits TUES. 7|16|19 1:00 to 2:00 pm (Central Time) Workplace Wellbeing Trends 2019: What’s In & What’s on the Horizon? Discover the latest developing trends and our forecast for the future of workplace wellbeing. Presenters: LaTonia McGinnis,Wellbeing Account Executive, and Abby Stevenson, Wellbeing Consultant for CBIZ Wellbeing Solutions, and Karen McLeese,VP Regulatory Affairs for CBIZ Benefits & Insurance Services, Inc. TUES. 8|6|19 1:00 to 2:00 pm (Central Time) Defined Benefit Cost Savings Interested in minimizing the cost of your defined benefit plan? Join us to learn about plan features, fiduciary and administrative issues plus best practices that can provide cost savings. Presenter: Bill Karbon, Executive Vice President of CBIZ Retirement Plan Services TUES. 8|20|19 1:00 to 2:00 pm (Central Time) 6 Considerations for Building an Effective Benefits Communication Strategy Join us as our communication expert offers a blueprint for envisioning, planning and implementing an effective benefits communication strategy. Presenter: Alex Lanning, National Director of Communications for CBIZ Employee Benefits TUES. 9|10|19 1:00 to 2:00 pm (Central Time) TO REGISTER FOR 2019 WEBINARS: Visit www.cbiz.com and look under the “Insights & Resources” tab. From the electronic PDF of this calendar, click here. FOR MORE INFORMATION: Email Kristen Kosek at kkosek@cbiz.com.All information listed on these pages is subject to change. The use of this seal confirms that each activity listed here has met the HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval. The Importance of a Career Transition Program Learn the benefits of investing in those leaving your organization. Presenter: Cindy Hayward, Director, Coaching Clearninghouse for CBIZ Talent & Compensation Solutions and EFL Associates TUES. 9|24|19 1:00 to 2:00 pm (Central Time) Protecting Your Business from Contractual Risk Whether you are the business asking vendors to sign a contract or the vendor signing, it’s imperative to know the contents of all your contracts and how they fit in your overall risk plan. Presenters: Lee Nestel, President and Public Entity Practice Leader, and Mike Hraber,VP for CBIZ Insurance Services, Inc. TUES. 10|08|19 1:00 to 2:00 pm (Central Time) Looking Beyond Performance: Assessing Risk to Build Sustainable Endowments & Foundations Discover how establishing an investment strategy to minimize volatility and maintain liquidity can help trustees build sustainability for years to come. Presenter: Maria Dean, Director of Asset Management for CBIZ Investment Advisory Services TUES. 10|15|19 1:00 to 2:00 pm (Central Time) Legislative Update: The Year in Review & What Employers Need to Know in 2020 Join us as we help you make sense of current laws affecting your business and address additional new and relevant legislation on the books. Presenter: Karen McLeese,VP Regulatory Affairs for CBIZ Benefits & Insurance Services, Inc. TUES. 11|12|19 1:00 to 2:00 pm (Central Time)