Events
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April 30, 2025 1:00 PM - 3:00 PM
Executive Compensation Essentials: Key Concepts, Trends, and Regulatory InsightsThe Executive Compensation virtual course covers an overview of executive compensation in the private sector, with an emphasis on publicly traded companies that are registered with the Securities & Exchange Commission. -
May 7, 2025 3:00 PM - 4:30 PM
Smooth Transitions: Workplace Accommodations and Rights for Employees and Employers -
May 12 - 15, 2025
Portfolio Concepts and ManagementJoin Wharton faculty this spring to learn about managing your fund’s investments. -
May 14 - 15, 2025
Canadian Legal and Legislative Update -
May 19 - 20, 2025
Washington Legislative UpdateDiscover the key issues and players that are driving legislative and regulatory initiatives that impact your plans and plan participants. Walk away with actionable takeaways to keep your plan in compliance and strategically plan for the future. Engage with experts, insiders and your fellow peers as you learn best practices, solutions and the latest issues impacting your plans -
May 20, 2025 3:00 PM - 4:30 PM
The Inflation Puzzle: Understanding and Managing Its Impact on Pension Plans -
May 29, 2025 7:45 AM - 6:30 PM
Seminaire sur la gestion des caisses de retraitePour tout savoir sur la gestion des caisses de retraite. -
June 3 - 4, 2025
Well-Being at Work Virtual ConferenceA virtual conference highlighting specific experiences that shape women's and men's health and well-being. Sessions will cover topics of aging, social connection, and financial security. -
June 10, 2025 10:00 AM - 12:00 PM
Customer Service Skills - Creating Polished ProfessionalsWith so much of our communication occurring over the phone and online, customer service skills have never been more important. Register today and attend this workshop to hone your customer service skills for this new world we live in. Learn about vocal qualities, call framework and strategies that polished professionals use every day to deliver exceptional customer service. -
June 17 - 20, 2025
Total Rewards CertificateLearn how to to design, develop and implement an effective and sustainable total rewards strategy. -
June 21 - 22, 2025
Trustees Institute - Level II: Concepts in PracticeBuild on your knowledge of being a multiemployer trustee by attending the Trustees Institute—Level II: Concepts in Practice. This institute is for trustees with three or more years of experience, expanding on the concepts provided at the New Trustees Institute—Level I: Core Concepts. Discover best practices, identify possible solutions and recognize critical issues by attending this interactive program. -
June 23 - 25, 2025
New Trustees Institute - Level I: Core ConceptsThis foundational curriculum will provide you with an understanding of your role, your responsibility as a fiduciary, and an overview of the technical aspects of serving as a trustee on a health, retirement or other ERISA plan. Learn best practices, legal requirements and the current issues that the benefits industry faces. -
June 23 - 25, 2025
Accounting and Auditing Institute for Employee Benefit PlansThe Accounting and Auditing Institute for Employee Benefit Plans offers focused learning on the technical topics of greatest concern to the accounting and auditing profession. Learn best practices, interact with other professionals who face similar issues and fulfill your need for continuing professional education. -
June 23 - 25, 2025
Advanced Trustees and Administrators InstituteFor nearly five decades, this program has served as the cornerstone of education for multiemployer trustees and administrators. Sessions are designed to meet the needs of both trustees and administrators, whether they are fairly new to serving on a fund or have decades of experience. Attended by hundreds, this conference is large enough to offer choices of sessions yet small enough that you won’t get lost in the crowd. Developed by active trustees, administrators and professional advisors, each session is designed to address current issues, providing the relevant context and information for you to make sound decisions for your fund. Keep informed of the latest industry trends, legal and regulatory changes, and best practices. Take away new ideas and a deeper understanding of how to run your pension and health and welfare funds. Don't miss this time-honored educational event. -
June 23 - 25, 2025
Accounting and Auditing Institute for Employee Benefit Plans Virtual ConferenceThe Accounting and Auditing Institute for Employee Benefit Plans offers focused learning on the technical topics of greatest concern to the accounting and auditing profession. Learn best practices, interact with other professionals who face similar issues and fulfill your need for continuing professional education. -
June 24 - 26, 2025
EVOLVE Benefits and Workforce Strategies SummitAn innovative conference for Canadian HR, pensions and benefits leaders covering the latest trends and strategies to attract, retain and support your workforce. -
July 8, 2025 11:00 AM - 3:00 PM
Financial Wellness WorkshopUnlock the potential of a financially healthy workforce in our comprehensive workshop on financial wellness. This session will delve into the critical aspects of financial wellness, from defining the concept to understanding its impact on retirement planning and employee stress. Explore how employers are currently delivering financial wellness programs and discover innovative strategies using behavioral finance to enhance engagement and outcomes. -
July 14 - 15, 2025
Multiemployer Plan Administration -
July 14 - 18, 2025
Certificate in Global Benefits ManagementGain the comprehensive knowledge needed to administer and manage a global benefits program. You’ll gain a solid foundation of international benefits and an enhanced understanding of the benefits offered around the world. -
July 14 - 15, 2025
Organizational Strategies for Health and Financial WellnessThe complexities of managing and retaining talent at your organization have increased in the past few years. This course is designed to explore the importance of financial literacy and wellness in your organization and discuss effective ways to measure and identify what works and what doesn't in attracting and retaining your organization's employees. Discover new ways to handle situations such as succession planning and communication strategies in this two-day course with your peers and experts in the field. Ensure your organization is on the right track for success, and network with others to gain new insights while gaining take-home action items to improve your organization's strategies for health and financial wellness.