Certificate in Global Benefits Management

7:00 AM - 11:00 AM

Cross-Cultural/Diversity: The Power of Worldviews

The path to cross-cultural competence
Using the DIN (Describe, Interpret, Navigate), DMIS (Developmental Model of Intercultural Sensitivity) and IDI (Intercultural Development Inventory) models in your everyday interactions
The seven dimensions of culture
The impact of diversity and inclusion on team performance

Damian Lipani, PMP
Health Client Leader
Alight Solutions

12:00 PM - 3:30 PM

Developing a Global Benefits Strategy

Employee benefits in a global perspective
Understanding your needs: Company, market and talent
Management blueprint
Diligence and efficiencies

Bert Defever
Senior Principal, Multinational Advisory Team
Mercer/Mercer Marsh Benefits

7:00 AM - 9:00 AM

Benefit Issues Relating to International Assignments (Expatriates)

Who: Globally mobile definitions and international terminology
What: Global vs. U.S. programs, long- and short-term insurance needs
Why: Standards of care, unforeseen risk, preparation and duty of care
Where: BRICs, CIVETS, etc.
When: Predeparture, assignment, repatriation
How: Building an RFP

Allen Koski, CEBS
President and Chief Innovation Officer
Insured Nomads

9:15 AM - 11:00 AM

International Health Care Systems and Wellness Trends

ACA and the legal position of expatriate health plans
Global health challenges
Comparative health care models
Developing a global health and well-being strategy

Allen Koski, CEBS
President and Chief Innovation Officer
Insured Nomads

12:00 PM - 3:00 PM

Multinational Pooling and Offshore Retirement Plans

What is a multinational pool?
What benefits are poolable?
Key steps in establishing a pool
From concept to reality—Practical steps for implementation
Offshore retirement plans: Terminology, design and trends

Stephen Barry
Director, Strategic Relationships and Global Solutions
Voya Financial

7:00 AM - 11:00 AM

Europe: Regional and Country Overview

Economic, workforce and political trends
Overview of Europe and the European Union (EU): Growth, institutions, key legislation, cross-border pensions, works councils, Social Security
Subregional perspectives: Central Europe, Eastern Europe, Nordic Region
Country perspectives

12:00 PM - 3:30 PM

Latin America: Regional and Country Overview

Economic, workforce and political trends
HR trends overview, including the prevalence in benefits offered in different countries
Comparing and contrasting countries in the region
Country perspectives

Eduardo Jauregui Morales
Global Consultant and Partner, Multinational Advisory Latin America Leader
Mercer Marsh Benefits

7:00 AM - 11:00 AM

Asia Pacific: Regional and Country Overview

Economic, workforce and political trends
Trends in the HR, compensation and benefits environment
Prevalence of benefits offered in different countries
Employer view vs. employee view
Country perspectives

12:00 PM - 3:00 PM

Case Studies and Application

(*Required Session*)

Apply what has been learned this week in a variety of mock case study scenarios, review outstanding questions and have the opportunity to learn from your peers in this interactive session.

*In order to earn a Certificate of Achievement, you must attend eight of the nine sessions offered. The Case Studies and Application session is required as one of the eight sessions. Please make your travel plans accordingly.

Edward Cha
Senior Vice President, Global Practice Leader
Newfront Insurance, Inc.

7:00 AM - 11:00 AM

Middle East/Africa: Regional and Country Overview

Economic, workforce and political trends
Unique aspects of conducting business in the Middle East
Gulf Cooperative Council (GCC) countries’ distinctive features and demographics
Country perspectives