Posts Tagged ‘Training’

Webinar Series 2013

Tuesday, April 9th, 2013

CBIZ Webinar SeriesProgramming With Your Business Growth in Mind

Welcome to our CBIZ Employee Services (ES) webinars for 2013!

Experts representing many of our ES services – from benefits, wellness, human capital services, retirement plan services and property and casualty insurance – will share information and insights on timely and important topics during one or more of the programs listed here. Whether you’re in need a refresher or just an overview of a new topic, sign up today!

TO REGISTER for upcoming 2013 webinars, click here.

April

Emerging Trends in Onsite Health Clinics

Fri., April 12 – 10:30 to 11:30 a.m. Central Time

This webinar will look at the current trend of onsite health care as a potential total rewards strategy for employers, including new models for developing onsite clinics, patient-centered medical homes, options for reaching employees located in geographically remote areas and ancillary-clinic services that can optimize an employer’s return on investment. Larger employers especially may find this program of interest, but even smaller employers may benefit from several strategies discussed.

Presenter:  Polly Thomas, Director, CBIZ Onsite Clinic Consulting

Who Should Attend:  HR Executives, COOs, CFOs, and Occupational Health and Safety Directors – especially at companies with 400 or more employees (or two or more smaller companies interested in partnering to implement these solutions)

Credit:  This program has been approved for 1 General recertification credit hour toward PHR, SPHR and GPHR recertification through the HR Certification Institute.

State of the Property and Casualty Insurance Market

Tues., April 30 – 10:30 to 11:30 a.m. Central Time

While property and casualty clients are experiencing rate increases across many industries, this webinar will look at expectations for 2013 and beyond, what this means for all companies as they budget for upcoming renewals, alternatives to the commercial insurance market, and strategies that may mitigate risk.

Presenter:  Tony Consoli, President, CBIZ Insurance Services/Mid-Atlantic Region, Damian Caracciolo, VP, CBIZ Risk and Consulting Services, and Practice Leader, CBIZ Executive and Protection Practice

Who Should Attend:  Chief Financial Officers, General Counsels, Treasurers, Risk Managers, and anyone involved in budgeting for the risk management process or insurance procurement

Credit:  This program has been approved for 1 General recertification credit hour toward PHR, SPHR and GPHR recertification through the HR Certification Institute.

MAY

Health Care Reform Update: Shared Responsibility in Focus

Tues., May 21 – 10:30 a.m. to Noon Central Time

The so-called centerpiece of the Affordable Care Act – concerning exchanges and individual and employer shared responsibility – takes effect in about half a year. Are you ready?

Presenters:  Karen McLeese, Esq., VP of Regulatory Affairs, CBIZ Benefits & Insurance Services, Inc.; Bill Smith, Esq., Managing Director, CBIZ National Tax Office

Who Should Attend:  HR Execs, COOs and CFOs

Credit: This program has been approved for 1.5 General recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute.

JUNE

Wellness for Small and Medium-Sized Employers

Tues., June 18 – 10:30 to 11:30 a.m. Central Time

Small and mid-sized employers struggling with increasing health care expenses and productivity- related costs can benefit from this webinar, which focuses on turning wellness costs into an investment that enhances the value of an organization’s workforce. The session will include a look at affordable, cost-effective actions that small and mid-sized employers can implement.

Presenter:  Gina Payne, CBIZ National Director of Wellness

Who Should Attend:  HR Managers, Benefits Managers, Executive and Financial Officers of organizations with 500 or fewer employees

Credit: This program has been approved for 1 General recertification credit hour toward PHR, SPHR and GPHR recertification through the HR Certification Institute

JULY

Data Security and Privacy Liability

Tues., July 16 – 10:30 to 11:30 a.m. Central Time

This webinar will give you an overview of the risks associated with network security, as well as the privacy liability that companies face in the digital age – and what to do to protect your organization.

Presenter:  Damian Caracciolo, VP, CBIZ Risk and Consulting Services/Practice Leader, CBIZ Executive and Protection Practice

Who Should Attend:  Chief Technology, Chief Information and Chief Financial Officers; Risk Managers, HR Executives and other corporate leaders filling these roles

Credit: This program has been approved for 1 General recertification credit hour toward PHR, SPHR and GPHR recertification through the HR Certification Institute.

AUGUST

Closing the Fiduciary Gap

Tues., Aug. 20 – 10:30 to 11:30 a.m. Central Time

This webinar will focus on strategies to lower retirement plan liability and improve plan participant outcomes. We will identify six primary risk areas involving fiduciaries, look at best practices and discuss new fee-disclosure regulations.

Presenters:  Eric M. Endress, CFA, AIF®, CBIZ Senior Investment Analyst; Jennifer Kennedy Ontko, QKA, QPA, CBIZ Senior Retirement Plan Consultant; Kevin J. Kocsis, AIF®, CBIZ Investment Analyst; Alexandra LoPresti, CBIZ Investment  Analyst; Bradley J. Sieniawski, CBIZ Investment Analyst

Who Should Attend:  Finance and HR Executives; anyone else who makes decisions on behalf of an ERISA-regulated retirement plan

Credit: This program has been approved for 1 General recertification credit hour toward PHR, SPHR and GPHR recertification through the HR Certification Institute.

SEPTEMBER

Health Care Reform Update: The State of Shared Responsibility

Tues., Sept. 17 – 10:30 a.m. to Noon Central Time

As we approach the cusp of the Affordable Care Act’s shared responsibility requirement for individuals and employers, are you ready for new reporting Code Section 6056 and more?  Join us to explore the status of the law.

Presenters:  Karen McLeese, Esq., VP of Regulatory Affairs, CBIZ Benefits & Insurance Services, Inc. ; Bill Smith, Esq., Managing Director, CBIZ National Tax Office

Who Should Attend:  HR Execs, COOs and CFOs

Credit:  This program has been approved for 1.5 General recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute.

OCTOBER

Delivering Benefit Solutions, Not Renewals: A Look at Hybrid Funding, Self-Insured Plans and Captives

Tues., Oct . 15 – 10:30 to 11:30 a.m. Central Time

This webinar will take a look at several alternatives to traditional group health insurance plans. Learn about reducing the financial volatility of self-insured plans through captives, reducing benefit plan costs through hybrid funding, and more. Depending on the plan, groups both smaller (25 to 99 employees) and larger (100+ employees) may discover opportunities that can benefit their circumstance. Be sure to sign up to learn more.

Presenters:  Ed Belt, President, CBIZ Primarily Care; Courtney Claflin, CBIZ National Captive Insurance Practice Leader

Who Should Attend:  HR Executives and C-level Executives, especially CFOs

Credit:  This program has been approved for 1 General recertification credit hour toward PHR, SPHR and GPHR recertification through the HR Certification Institute.

NOVEMBER

Are Your Benefit Plan Ps and Qs in Order? Participant Notices and More…

Tues., Nov. 19 – 10:30 a.m. to Noon Central Time

This webinar reviews the myriad of calendar year, plan year, and other notices and disclosures applicable to welfare benefit plans. Join us for a look at the ever-changing world of welfare benefit compliance.

Presenter:  Karen McLeese, Esq., VP of Regulatory Affairs, CBIZ Benefits & Insurance Services, Inc.

Who Should Attend:  HR Directors or anyone responsible for HR compliance, COOs and CFOs

Credit:  This program has been approved for 1.5 General recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute.

TO REGISTER for upcoming 2013 webinars, click here.

Legal Disclaimer: This article is intended for informational purposes only and by no means should replace or substitute other legal documents (governmental or non-governmental) reflecting similar content or advice. If you have any questions concerning your situation or the information provided, please consult with an attorney, CPA or HR Professional.

All information listed on these pages, including dates, times, presenters and other webinar details, is subject to change without notice.

HR Education and Training Webinar – Hiring

Thursday, September 20th, 2012

Date: Friday, November 2, 2012
Time: 11 a.m. – 12:00 p.m. CST
Cost: $115

Register for this webinar:
https://student.gototraining.com/374yy/rt/1567306885774937600

Understand how key employment laws interact to ensure that your company is in full compliance and adequately protected from employer liability for hiring workers.

During this 60-minute webinar, you’ll learn about basic requirements as well as best practices.

Focus areas include:

• Job Descriptions
• Employment Applications
• Interview Questions
• Offer Letters
• Reference Checks

The webinar is designed and led by the trusted HR Pros of the HR Support Center.

Benefits of attending this webinar include:

• Copy of the presentation slides
• Handouts for additional reference
• Live questions and answers session

Legal Disclaimer: This article is intended for informational purposes only and by no means should replace or substitute other legal documents (governmental or non-governmental) reflecting similar content or advice. If you have any questions concerning your situation or the information provided, please consult with an attorney, CPA or HR Professional.

HR Education and Training Webinar – Recordkeeping

Wednesday, September 19th, 2012

Date: Friday, October 5, 2012
Time: 11 a.m. – 12:00 p.m. CST
Cost: $115

Register for the webinar:
https://student.gototraining.com/374yy/rt/4158998728954548736

HR recordkeeping is a very important topic for any company. Without appropriate records, you are less likely to “pass” government agency audits (DOL, OFCCP, IRS, etc.) and less likely to prevail in lawsuits.

During this 60-minute webinar, you’ll learn about basic requirements as well as best practices.

Focus areas include:

• Personnel Files Maintenance
• Records Retention Guidelines
• Employee Notification Requirements
• Access to Employee Records
• Policies and Procedures Administration

The webinar is designed and led by the trusted HR Pros of the HR Support Center.

Benefits of attending this webinar include:

• Copy of the presentation slides
• Handouts for additional reference
• Live questions and answers session

Legal Disclaimer: This article is intended for informational purposes only and by no means should replace or substitute other legal documents (governmental or non-governmental) reflecting similar content or advice. If you have any questions concerning your situation or the information provided, please consult with an attorney, CPA or HR Professional.

Free Workshops on Health Care Reform Legislation and Qualified Plan Regulations

Wednesday, September 19th, 2012

Right ChoiceSmall business owners are facing immediate challenges in Health Care Reform and new Qualified Plan Regulations.  If you are a business owner, these complimentary financial workshops are not to be missed!  Come and learn how to navigate a minefield of rules and regulations that can affect your business.

Health Care Reform Legislation

 What does it mean to my company and employees?  When will it impact my business?  What can I do about it?

Gary Helm, Director of Employee Benefits with Bearance Management Group — a leader in property and casualty, surety bonds and employee benefits insurance — will provide strategic insight and counsel into Heath Care Reform and your business.

  • What do the new laws mean to your employees and their coverage?
  • How to prepare for open enrollment and the implementation of requirements scheduled to take effect for your next plan year.
  • Put in place a mechanism to track the value of employer-provided coverage so you can report it on W-2s.
  • Experience a Health Care Reform Benefit Cost Analysis.
  • Determine whether pooling with other employers may benefit your organization.

Successful Qualified Plan Design Amidst New Regulations

Juhl Stoesz, Associate Counsel, and Jason Bolstad, Consultant, at TSC, Inc — the largest independent retirement plan administration firm in the Upper Midwest — will guide you through the myriad of new regulations in retirement plan compliance and fiduciary responsibilities.

  • What are the issues being addressed by the disclosure initiatives?
  • Who is impacted by the disclosure initiatives & what do the disclosure initiatives require?
  • What is the regulatory framework?
  • When do the requirements need to be met & what are the timing requirements for the disclosures?
  • Plan design to maximize benefits for key employees.
  • Assisting you in providing to your employees the wherewithal to retire.

Tuesday, October 2:  10:00 – 11:30 a.m. at Rush Creek Golf Club

Thursday, October 4:  4:00 – 5:30 p.m. at Golden Valley Country Club

Tuesday, October 9:  4:00 – 5:30 p.m. at The St. Paul Grille

Registration:  Space is limited so register today!  Contact Amanda J. Johnson at 952-258-5260 or ajohnson@minneapolis.nef.com

Sponsored by:  Payroll Control Systems, Bearence Management Group, StoneCreek Financial and TSC.

Marketing Sponsor:  Marketing Mavericks

Legal Disclaimer: This article is intended for informational purposes only and by no means should replace or substitute other legal documents (governmental or non-governmental) reflecting similar content or advice. If you have any questions concerning your situation or the information provided, please consult with an attorney, CPA or HR Professional.

Securities products offered through New England Securities Corp (NES), (member FINRA/SIPC). Stone Creek Financial is not affiliated with NES. NES nor StoneCreek Financial provide tax or legal guidance. Please contact your tax advisor or attorney for such guidance. 301 Carlson Parkway, Suite 300 Minnetonka, MN 55305. Payroll Control Systems, Bearence Management Group and TSC, Inc. are not affiliated with StoneCreek Financial and are solely responsible for the information provided.

HR Education and Training Webinar – Benefits

Thursday, August 16th, 2012

Date:    Friday, September 7, 2012
Time:   11:00 a.m. – 12:00 p.m. CST
Cost:    $115

Register for this webinar

While certain benefits and related requirements may exist, employers may also leverage various benefit options in an effort to recruit and retain the best qualified workforce.

During this 60-minute webinar, you’ll learn about basic requirements as well as best practices.

Focus areas include:

• Health Care Reform
• Required Benefits
• Optional Benefits
• Benefits Continuation
• HIPAA Provisions

The webinar is designed and led by the trusted HR Pros of the HR Support Center.

Benefits of attending this webinar include:

• Copy of the presentation slides
• Handouts for additional reference
• Live questions and answers session

Legal Disclaimer: This article is intended for informational purposes only and by no means should replace or substitute other legal documents (governmental or non-governmental) reflecting similar content or advice. If you have any questions concerning your situation or the information provided, please consult with an attorney, CPA or HR Professional.

Training on Reports and Report Writer

Wednesday, May 30th, 2012

ReportsIn past newsletters, we’ve highlighted some of the standard reports available in Pay Entry and Millennium 3.

The Standard reports, along with our system’s Report Writer tool, offer many options for reporting capabilities. If you’re interested in further exploring the Reports module, or have a desire to learn the process of creating your own reports in Report Writer, you may request training on either or both of these reporting functions.

We do offer monthly introductory classes on Reports and Report Writer. These are held in the PCS training room. Space is limited and classes tend to fill quickly. If you are interested, please contact Pam Clifford at 763-746-1936 or email by clicking here to check on class availability and get registered! If preferred, training options outside of the monthly classes are also available.