CERTIFIED EMPLOYEE BENEFIT SPECIALISTS CINCINNATI/DAYTON CHAPTER ISCEBS
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  • Welcome
  • About Us
  • Board of Directors
  • Membership
  • Events Calendar
    • Past Programs
  • Annual Symposium
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Picture
Past Speakers Bios and Programs
jack_towarnicky_bio_12.2017.pdf
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rocke_blairk_bio_11.2016.docx
File Size: 12 kb
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steve_vonwahlde_bio.docx
File Size: 12 kb
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laura_ryan_bio_6.2016.pdf
File Size: 83 kb
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tim_ruge_bio_6.2016.docx
File Size: 15 kb
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rick_chouteau_bio_11.2015.pdf
File Size: 241 kb
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kim_wilcoxon__thompson_hine_11.2015.pdf
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Winter of 2017

Legal Update on PSCA’s Activities in addressing Student Debt via Qualified Plans, the Creation of MEPs and the Creative use of HSAs.
 
  • Improving the Financial Attractiveness of your Retirement Plan & the Financial Well-Being of your Workforce

When:                 Thursday, December 7th, 2017
Where:                Interact for Health Conference Center 
                              3805 Edwards Rd #500, Cincinnati, OH 45209
                             (513) 458-6600
 
2 Session Program - 2 hours SHRM Credits (Activity 17-UTS5Y)   2-hour Ohio Insurance Continuing Education credit applied/pending.

 Schedule:
  • Registration:      (2:30 – 3:00pm)
  • Welcome Greeting and Annual CEBS Meeting (3:00pm)
  • Session: (3:15-5:15pm) PSCA Legislative Initiatives to Benefit Employers & Employees, i.e., Student Debt, MEPs, HSAs                                  
  • Speaker:              Jack Towarnicky at Plan Sponsor Council of America (PSCA)
                                              Executive Director; Chicago, Ill
 
                                **Holiday Social to follow at The Pub in Rookwood.

Summer of 2017
The latest trend in Wellness Programs


Session 1 will provide a Legal Perspective on Trends within Retirement Plans
Session 2 addresses Health, Wealthy & Wise
  • Improving the Financial & Healthy Well-Being of your Workforce
 
When:                 Tuesday, June 13th, 2017
Time:                   8:00 – 11am    
Where:                Interact for Health Conference Center 
                              3805 Edwards Rd #500, Cincinnati, OH 45209
                                 (513) 458-6600
 
2 Session Program - 2 hours SHRM Credits (Activity ID: 17-KSAY5) and 
 ​
Winter 2016
Come join us as we explore the latest trend in Retirement Plans and Planning – Behavioral Finance

The Cincinnati/Dayton Chapter of ISCEBS is hosting an educational program on Retirement Plans.  How is your organization driving appropriate behavior when it comes to your retirement plans?  What should you be doing?  What should your advisors be telling you?  This program will be of interest to Human Resource Professionals, Accounting Department, CEO and CFOs, alike.  
 
Session 1 will provide a Legal Perspective on Trends within Retirement Plans
Session 2 addresses Best Behavioral Finance Practices
  • How behavioral finance can help the Defined Contribution crisis
    • Best practices to increase participation, savings rates and participant investment knowledge
  • Why behavioral Finance Matters to Your Organization
    • Improving Plan Outcomes
    • Mitigating ‘non-retirement’ liability
 
When:                 Friday, November 18th, 2016
Time:                   8:00 – 11am    
Where:                Interact for Health Conference Center 
                              3805 Edwards Rd #500, Cincinnati, OH 45209
                               (513) 458-6600
 
2 Session Program - 2 hours SHRM Credits (Activity ID: to come) and 
2 Ohio Insurance CE Credits (Course ID: to come) applied for.  No Exam Required
 
Schedule:
  • Registration (8:00 – 8:30am)
  • Welcome Greeting and Annual CEBS Meeting (8:30am)
  • Session 1:            (9-10am) Legal Perspective on Retirement Plans
                                          Steve Von Wahlde, ERISA Counsel at Macy’s
                                          Vice President, Assistant General Counsel

  • Session 2:            (10-11am) Best Behavioral Finance Practices
                                          Rocke Blair, MBA, CEBS, CBFA and Practice Leader
                                          White Oak Advisors, and
                                          Ed Isakson, PHR ,CCP
                                          HR Director of the Roman Catholic Archdiocese of Indianapolis


​Summer 2016

Department of Labor Overtime Updates and

ERISA Fiduciary Best Practices and new DOL Rule
 
How is your Organization handling these changes?   What should you do to prepare and stay compliant?
 
The Cincinnati/Dayton Chapter of ISCEBS is hosting a Department of Labor Overtime Update and
Fiduciary Best Practices and new DOL Rule Program.  With recent ACA reporting in our rear-view mirrors, it is now time to tackle changes from the DOL in Overtime Rules and the updated ERISA Fiduciary requirements.   What should you be doing?  What should your advisors be telling you?  This program will be of interest to Human Resource Professionals, Accounting Department, CEO and CFOs, alike.  
 
When:                 Tuesday, June 28th, 2016
Time:                    8:30 – 11am (Registration begins at 8:30am) 
Where:                Interact for Health Conference Center
3805 Edwards Rd #500, Cincinnati, OH 45209
                                (513) 458-6600
 
2 Session Program - Approved for 2 hours SHRM Credits (Activity ID: 16-WW0SW)
and 2 Ohio Insurance CE Credits (Course ID: 52092): No Exam Required
 
Schedule:
  • Registration (8:30 – 8:50am)
  • Welcome Greeting and Introduction (8:50am)
  • Session 1:            (9-10am) Department of Labor Proposed Overtime Rules
Tim Ruge, MBA
Paycor HR Leader | DOL Overtime Expert

  • Session 2:            (10-11am) ERISA Fiduciary Best Practices and new DOL Rule
Laura Ryan, JD
Partner, Practice Group Leader, Employee Benefits & Executive Compensation
Thompson Hine Law Firm, Cincinnati

Winter 2015

Hot Topics in Benefits and
ACA Reporting - What do you need to do?

 
The Cincinnati/Dayton Chapter of ISCEBS is hosting a Hot Topics in Benefits and ACA Reporting seminar. This information-packed program is perfect timing as we close out 4th quarter and face new ACA reporting requirements in 2016.  This program will be of interest to Human Resource Professionals, Accounting Department staff and CFOs, alike.  
 
Social at The Pub, Rookwood following - lite-bites and drinks provided.

  • When:                 Thursday December 10th, 2015
  • Time:                    3pm - 5pm (Registration begins at 2:30)  *Social at The Pub, Rookwood - following
  • Where:                Interact for Health Conference Center
                                          3805 Edwards Rd #500, Cincinnati, OH 45209
                                          (513) 458-6600
 
2 Session Program - Approved for 2 hours SHRM Credits (Activity ID: 15-W3QF2)
and 2 Ohio Insurance CE Credits (applied): No Exam Required
 
Schedule:
  • Registration ( 2:30pm - 3pm)
  • Welcome Greeting and Introduction - 3pm sharp
  • Session 1: 3-4pm, Kim Wilcoxon, Thompson Hine LLP
                   Legal Update: Hot Topics in Benefit Law.  ACA Topics, Cadillac Tax, Cybersecurity and more.
  • Session 2: 4-5pm, Rick Chouteau, Paycor Senior Vice President, Channel Development
            ACA IRS Filing - What’s Required?  What do you need to do?
 


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