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:
www.ASMIweb.com/Workforce

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 www.ASMIweb.com/Workforce

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
www.ASMIweb.com/Workforce 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 www.ASMIweb.com/Workforce

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 Jennifer.Mueller@ASMIweb.com
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
Meredith.Mason@ASMIweb.com
“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
www.ASMIweb.com/Workforce
ASMIweb.com/talent 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: www.nasba.org.
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.
www.courtyardarlingtonrosslyn.com
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 David.Yerks@ASMIweb.com
6 www.PerformanceInstitute.org/Workforce

7. WORKFORCE BENEFITS AND EMPLOYEE LAW FORUM
Logistics and Registration
Call Fax this Form to Visit
877-992-9522 866-234-0680 www.ASMIweb.com/Workforce
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
www.ASMIweb.com/Workforce 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
www.ASMIweb.com