Certificate Series

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Advance your career with these expert-led courses!

The Certificate Series offers educational opportunities in each of the areas of benefits and compensation. Take a single course for education in a specific area or take three courses to earn a topic-specific Certificate of Achievement.

Certificate in Benefit Plan Administration
The complexities of managing and administering employee benefit plans in today’s environment require knowledge and skills in a variety of areas. The Certificate in Benefit Plan Administration provides a survey of the core operational and strategic areas, including human resource strategies, risk management, communication, technology, funding/ finance and vendor management, and it helps you adapt your total rewards strategies to your organization’s needs.

CP PE

Basic Intermediate
Required Courses
- Basics of Employee Benefits Administration
- Communicating Employee Benefits
Elective Courses
- Total Rewards and Workforce Strategies
- Funding and Finance of Health Benefits
Certificate in Benefits and Compensation
Attracting and retaining a productive workforce requires balancing the three key components of a total rewards strategy: compensation, health plans and retirement plans. The Certificate in Benefits and Compensation provides a survey of these three components as well as a chance to develop your baseline technical skills in compensation concepts.

CP PE

Basic Intermediate
Required Courses
Certificate in Health and Welfare Plans
As the legislative and regulatory landscape in health care continues to evolve, it is important to stay informed about the latest changes and trends. The Certificate in Health and Welfare Plans provides plan management strategies and plan design options, including managed care fundamentals, consumer-driven health care and valuebased strategies as well as a survey of ancillary benefit plans.

CP ME PE

Basic Intermediate
Required Courses
- Health Benefit Plan Basics
- Health Care Cost Management
Elective Courses
- Funding and Finance of Health Benefits
- Ancillary Benefit Plans
Certificate in Public Sector Benefits Administration
The public sector has unique characteristics that impact how employee benefits are managed. Financing, politics, and the legal and regulatory environment pose challenges and opportunities that require professionals to understand how public plans operate. The Certificate in Public Sector Benefits Administration is earned by taking one core class that provides a survey of public sector benefits administration and two elective courses. Select your elective courses to tailor your learning to your specific needs.

PE

Basic Intermediate
Required Courses
- Introduction to Public Sector Benefits Administration
Elective Courses
Certificate in Retirement Plans
The challenges of funding for retirement have brought a host of changes in the laws, regulations and trends that impact retirement plans. The Certificate in Retirement Plans provides a survey of defined benefit and defined contribution retirement plans, Social Security, investment principles, and the legal and regulatory environment—from a historical perspective through today.

CP ME PE

Basic Intermediate
Required Courses
- Investment Basics
- Retirement Plan Basics
Elective Courses
- 401(k) Plans
- Public Sector 401, 403 and 457 Plans
Certificate in Strategic Benefits Management
The complexities of managing total rewards programs in today’s changing landscape require a broad, strategic perspective as well as the ability to align programs with overall business needs and human resource goals. The Certificate in Strategic Benefits Management will help you define your objectives for attracting, motivating, supporting and retaining talent in your organization. Receive tools to measure the effectiveness of your programs— in both return on investment and the impact on your company culture.

CP PE

Intermediate Advanced
Required Courses

Benefits of Attending

LEARN from industry experts and your peers.

GAIN valuable written materials and resources.

DISCUSS the strategies that plans are implementing.

CONNECT with others dealing with similar issues.

DEMONSTRATE your knowledge through interactive exercises and case studies.

Who Should Attend

Benefits professionals
Human resource generalists who deal with plan participants
Administrative and customer service staff
Representatives of insurance companies and third-party administrators
Professionals in all service areas, including consulting, law and financial service
Communication, marketing and sales professionals
Benefit plan trustees who need to understand the technical aspects of the plans they serve

Instructors

Laura Earley CEBS, CEBS Compliant

Account Executive, IMA Financial Group

Denver, CO

Robert Whited CFA, CEBS

Managing Director, Creative Planning Retirement Services

Los Angeles, CA

Douglas Tapp

Reward Consulting Leader, Human Capital Consulting Practice, Deloitte Consulting LLP

Kansas City, MO

Uche Enemchukwu Esq.

Chief Executive Officer, Nelu Diversified Solutions

Chicago, IL and London, UK

Rae Anne Beaudry

Senior Vice President/Regional Employee Benefits Practice Group Leader, USI Insurance Services

Brookfield, WI

Dawn Lichtner CEBS

Client Success Executive, The Vanguard Group

Valley Forge, PA

Matthew Miler CPA, CFP

Managing Partner, McCarthy Grittinger Financial Group LLC

Milwaukee, WI

Alicia Mohn JD

Director of Regulatory Services, Empower

Milwaukee, WI

Jay Egelberg ASA, EA, FCA, MAAA

Consulting Actuary, First Actuarial Consulting, Inc. (FACT)

New York, NY

Bruce Schobel CEBS, CLU, FSA, MAAA

Consulting Actuary

Winter Garden, FL

Steven Draper

Senior Manager, Ernst & Young LLP

Dallas, TX

Douglas Nistetter ASA, MAAA

Senior Vice President, Houston Market Leader, Aon

Houston, TX

Jake Stevens

Vice President, Health Solutions, Aon

Dallas, TX

Mark Dunlop CEBS, AEP, AFC, CFP, ChFC, CLU, FLMI, REBC, RHU

Principal, Designed Benefit Incentives

St. Louis, MO

Steven Grieb J.D., CEBS Compliant

Senior Compliance Counsel, Gallagher Fiduciary Advisors, LLC

Milwaukee, WI

Paula Krupa CEBS Compliant

Global Benefits Leader, Vialto Partners

Bradenton, FL

Lewis Devendorf

Consultant, Mercer Human Resources (Retired)

Rio Verde, AZ

Margaret Lemkin Ph.D.

President, Health Benefit Strategies, LLC

Rio Verde, AZ

Abbey Hendricks CEBS

Vice President, Aon

Portland, OR

Barbara Healy M.B.A., AIF, CFP, CFS, CRC

Senior Consultant, NFP Retirement Division

Scottsdale, AZ

Peter Kennedy

Principal, PRM Consulting Group

Rockville, MD

Anne Sperling CSA, LPRT

President and CEO, Vanguard Resources, Inc.

Santa Fe, NM

Mindy Harris CRA, CRC

Senior Consultant, Governmental Plans, NFP Retirement Consulting

Vancouver, WA

R. Scott Gregory FSA

President, R. Scott Gregory, Inc.

Annapolis, MD