Certificate in Global Benefits Management

Monday, September 19 - Friday, September 23, 2022
The Westin Washington, D.C. City Center, Washington, DC
Certificate in Global Benefits Management

From understanding the power of world views to defining your company strategies, the Certificate in Global Benefits Management provides the comprehensive knowledge needed to administer and manage a global benefits program. By participating in a preprogram survey, attendees have the opportunity to steer which countries receive the most emphasis during the regional overview sessions. Build your network of peers and industry experts by interacting in class and during a networking reception.




Topics/Agenda


  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Monday September 19, 2022
8:00 a.m.-12:00 p.m. ET
Cross-Cultural/Diversity: The Power of Worldviews
8:00 a.m.-12:00 p.m. ET
  • 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
  • Impact of diversity and inclusion on team performance
Category: Global
Damian Lipani, PMP
Instructor
Damian Lipani, PMP
Health Client Leader
Alight Solutions
1:00-5:00 p.m. ET
Developing a Global Benefits Strategy
1:00-5:00 p.m. ET
  • Employee benefits in a global perspective
  • Understanding your needs: Company, market and talent
  • Management blueprint
  • Diligence and efficiencies
Category: Global
Bert D. Defever
Instructor
Bert D. Defever
Principal, Multinational Client Group
Mercer
Tuesday September 20, 2022
8:00-10:00 a.m. ET
Benefit Issues Relating to International Assignments (Expatriates)
8:00-10:00 a.m. ET
  • 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
Category: Global
Allen C. Koski, CEBS
Instructor
Allen C. Koski, CEBS
President and Chief Innovation Officer
Insured Nomads
10:15 a.m.-12:00 p.m. ET
International Health Care Systems and Wellness Trends
10:15 a.m.-12:00 p.m. ET
  • ACA and the legal position of expatriate health plans
  • Global health challenges
  • Comparative health care models
  • Developing a global health and well-being strategy
Category: Global
Allen C. Koski, CEBS
Instructor
Allen C. Koski, CEBS
President and Chief Innovation Officer
Insured Nomads
1:00-4:00 p.m. ET
Multinational Pooling and Offshore Retirement Plans
1:00-4:00 p.m. ET
  • 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
Category: Global
Wilfredo J. Gaitan, ASA, CCP, EA, FCA, MAAA
Instructor
Wilfredo J. Gaitan, ASA, CCP, EA, FCA, MAAA
Global Benefits Consulting Practice Leader
HUB International Limited
Wednesday September 21, 2022
8:00 a.m.-12:00 p.m. ET
Europe: Regional and Country Overview
8:00 a.m.-12:00 p.m. ET
  • 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
Category: Global
Nicholas C. Dobelbower, Ph.D., CEBS, DipIEB, GPHR
Instructor
Nicholas C. Dobelbower, Ph.D., CEBS, DipIEB, GPHR
Senior Vice President, Director, Global Benefits Practice
Lockton Companies
1:00-5:00 p.m. ET
Latin America: Regional and Country Overview
1:00-5:00 p.m. ET
  • 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
Category: Global
Eduardo M. Jauregui Morales
Instructor
Eduardo M. Jauregui Morales
Global Consultant Partner and Latin America Multinational Client Group Leader
Mercer
Thursday September 22, 2022
8:00 a.m.-12:00 p.m. ET
Asia Pacific: Regional and Country Overview
8:00 a.m.-12:00 p.m. ET
  • 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
Category: Global
Jison Kim
Instructor
Jison Kim
Director, Global Services and Solutions
Willis Towers Watson
Regina Chu
Instructor
Regina Chu
Director, M&A, Integrated and Global Solutions Practice
Willis Towers Watson
1:00-4:00 p.m. ET
Case Studies and Application
1:00-4:00 p.m. ET

(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.

Category: Global
Edward I. Cha
Instructor
Edward I. Cha
Senior Vice President, Regional Managing Director, Midwest and Global Practice Leader
Newfront Insurance, Inc.
Friday September 23, 2022
8:00 a.m.-12:00 p.m. ET
Middle East/Africa: Regional and Country Overview
8:00 a.m.-12:00 p.m. ET
  • 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
Category: Global
Miguel Santos, CCP, GRP
Instructor
Miguel Santos, CCP, GRP
Global Benefits Consulting Practice Director
HUB International Limited
Wilfredo J. Gaitan, ASA, CCP, EA, FCA, MAAA
Instructor
Wilfredo J. Gaitan, ASA, CCP, EA, FCA, MAAA
Global Benefits Consulting Practice Leader
HUB International Limited

This is such a great way to understand benefits globally. The discussions among fellow colleagues and industry subject matter experts allow you to absorb the information efficiently.

Renu Chhabra Global Benefits ManagerCBRE

​Benefits of Attending

  • Gain a thorough education in the critical areas of global benefits management.
  • Receive intensive training over 4½ days of instruction, allowing you to complete the certificate program in one trip.
  • Obtain a solid foundation in international benefits and an enhanced understanding of the differences in benefit packages offered around the world.

Who Should Attend

Program curriculum is designed to provide the critical educational building blocks for professionals working in benefits, compensation and/or human resources who have recently assumed responsibility for global benefits; professionals currently working internationally who are interested in expanding their global knowledge base; and individuals working for organizations providing global benefit services to multinational employers.

 

Speakers

  • Edward I. Cha Senior Vice President, Regional Managing Director, Midwest and Global Practice Leader Newfront Insurance, Inc.
  • Regina Chu Director, M&A, Integrated and Global Solutions Practice Willis Towers Watson
  • Bert D. Defever Principal, Multinational Client Group Mercer
  • Nicholas C. Dobelbower, Ph.D., CEBS, DipIEB, GPHR Senior Vice President, Director, Global Benefits Practice Lockton Companies
  • Wilfredo J. Gaitan, ASA, CCP, EA, FCA, MAAA Global Benefits Consulting Practice Leader HUB International Limited
  • Eduardo M. Jauregui Morales Global Consultant Partner and Latin America Multinational Client Group Leader Mercer
  • Jison Kim Director, Global Services and Solutions Willis Towers Watson
  • Allen C. Koski, CEBS President and Chief Innovation Officer Insured Nomads
  • Damian Lipani, PMP Health Client Leader Alight Solutions
  • Miguel Santos, CCP, GRP Global Benefits Consulting Practice Director HUB International Limited

Instructors

Attend sessions by various speakers including: inspirational speakers, professors and other specialists. Visit our instructor page for more information. 

Past Attendees of the Certificate in Global Benefits Management

As a past attendee who earned the Certificate in Global Benefits Management, you now have the option of retaking any regional overview session at any offering of the Certificate in Global Benefits Management for a reduced, sessional fee.

Each session is four hours in length and focuses specifically on the culture, benefits and employment practices impacting benefits in that specific region. Attend one session or any combination of the four regional sessions. See the full program brochure for details.

Register online only for these July sessions.

CONNECT Global Benefits Summit

CONNECT Global Benefits Summit is your next step in global benefited education. Expert-led sessions, comprehensive case studies and a focus on networking make CONNECT a must-attend event for experienced global employee benefits professionals. Learn more and register to attend here. 

Connect with usfacebook-icon-white-blue.pngfacebook-icon-white-blue.pngfacebook-icon-white-blue.png #IFEBP

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.

​COVID-19 Safety Protocols

We’re excited to be bringing this meeting back to an in-person experience. See our safety protocol for details.

Policies
View our registration policies.


Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 8/8/2022 US $2,725.00 US $3,275.00
After 8/8/2022 US $3,025.00 US $3,575.00
 
×

In order to achieve a more secure and compliant experience, we no longer support Internet Explorer. Please use one of the browsers listed below:

  • Microsoft Edge
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari

View our system requirements for more details.