Certificate Series
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.
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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.
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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.
Required Courses
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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.
Required Courses
Elective Courses
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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.
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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.
Required Courses
Elective Courses
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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.
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
Steven Grieb J.D., CEBS Compliant
Senior Compliance Counsel, Gallagher Fiduciary Advisors, LLC
Milwaukee, WI
Jay Egelberg ASA, EA, FCA, MAAA
Consulting Actuary, First Actuarial Consulting, Inc. (FACT)
New York, NY
Margaret Lemkin Ph.D.
President, Health Benefit Strategies, LLC
Rio Verde, AZ
Rae Anne Beaudry
Senior Vice President/Regional Employee Benefits Practice Group Leader, USI Insurance Services
Brookfield, WI
Douglas Tapp
Reward Consulting Leader, Human Capital Consulting Practice, Deloitte Consulting LLP
Kansas City, MO
Lewis Devendorf
Consultant, Mercer Human Resources (Retired)
Rio Verde, AZ
Dawn Lichtner CEBS
Client Success Executive, The Vanguard Group
Valley Forge, PA
Alicia Mohn JD
Director of Regulatory Services, Empower
Milwaukee, WI
Bruce Schobel CEBS, CLU, FSA, MAAA
Consulting Actuary
Winter Garden, FL
Paula Krupa CEBS Compliant
Global Benefits Leader, Vialto Partners
Bradenton, FL
Barbara Healy M.B.A., AIF, CFP, CFS, CRC
Senior Consultant, NFP Retirement Division
Scottsdale, AZ
Matthew Miler CPA, CFP
Managing Partner, McCarthy Grittinger Financial Group LLC
Milwaukee, WI
Uche Enemchukwu Esq.
Chief Executive Officer, Nelu Diversified Solutions
Chicago, IL and London, UK
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
Abbey Hendricks CEBS
Vice President, Aon
Portland, OR
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