Employee Benefits Courses
Formerly Certificate Series
Advance your career with these expert-led courses
Stay ahead in managing and supporting your benefits and compensation plans with confidence! These in-person courses offer an immersive, hands-on learning experience designed to empower you with knowledge and insights. Dive deep into the history, evolution and latest trends in benefits through engaging, interactive lectures and real-world case studies. Gain the expertise you need to make impactful decisions and elevate your organization’s understanding of employee benefits.
What You Gain From Employee Benefits Courses
Two-Day Courses
Designed to fit the education you need in two days, making it possible to take more courses throughout the week, or not miss a whole work week in the office.
Case-Study Work
Each course features case studies, designed to apply what was learned and get creative to find innovative solutions to challenges commonly faced in benefits.
Take Home Resources
Bring the resources referenced in your classwork home with you, to use as a reference when you need it in your day-to-day role.
Network With Your Peers
Take the opportunity to get to know your fellow course attendees. Learn from what worked for them in their organizations and develop strong networks for the future.
Ask the Experts
Courses are taught by industry leaders and subject matter experts. Ask questions and get insight into solutions and innovations you can apply in your role at your organization.
Work Towards a Certificate
Earn a Certificate in Achievement when you take the designated courses. Receive your certificate to hang on your wall and show off your dedication to education and achievement.
Instructors
Laura Earley CEBS, CEBS Compliant
Employee Benefits Department Manager–Colorado, AssuredPartners
Denver, CO
Douglas Tapp
Reward Consulting Leader, Human Capital Consulting Practice, Deloitte Consulting LLP
Kansas City, MO
Uche Enemchukwu Esq.
Chief Executive Officer, Nelu Diversified Solutions
Chicago, IL and London, UK
Barbara Healy M.B.A., AIF, CFP, CFS, CRC
Senior Consultant, NFP, An Aon Company
Scottsdale, AZ
Matthew Miler CPA, CFP
Managing Partner, McCarthy Grittinger Financial Group LLC
Milwaukee, WI
Lewis Devendorf
Consultant, Mercer Human Resources (Retired)
Rio Verde, AZ
Margaret Lemkin Ph.D.
President, Health Benefit Strategies, LLC
Rio Verde, AZ
Rae Anne Beaudry
Senior Vice President/Regional Employee Benefits Practice Group Leader, USI Insurance Services
Brookfield, WI
Steven Draper
Senior Manager, Ernst & Young LLP
Dallas, TX
Paula Krupa CEBS Compliant
Global Benefits Leader, Vialto Partners
Bradenton, FL
Robert Whited CFA, CEBS
Managing Director, Creative Planning Retirement Services
Los Angeles, CA
Dawn Lichtner CEBS
Client Success Executive, The Vanguard Group
Valley Forge, PA
Alicia Mohn JD
Director of Regulatory Services, Empower
Milwaukee, WI
Jay Egelberg ASA, EA, FCA, MAAA
Consulting Actuary, First Actuarial Consulting, Inc. (FACT)
New York, NY
Bruce Schobel CEBS, CLU, FSA, MAAA
Consulting Actuary
Winter Garden, FL
Douglas Nistetter ASA, MAAA
Senior Vice President, Houston Market Leader, Aon
Houston, TX
Jake Stevens
Vice President, Health Solutions, Aon
Dallas, TX
Mark Dunlop CEBS, AEP, AFC, CFP, ChFC, CLU, FLMI, REBC, RHU
Principal, Designed Benefit Incentives
St. Louis, MO
Steven Grieb J.D., CEBS Compliant
Senior Compliance Counsel, Gallagher Fiduciary Advisors, LLC
Milwaukee, WI
Abbey Hendricks CEBS
Vice President, Aon
Portland, OR
Peter Kennedy
Principal, PRM Consulting Group
Rockville, MD
Anne Sperling CSA, LPRT
President and CEO, Vanguard Resources, Inc.
Santa Fe, NM
Mindy Harris CRA, CRC
Senior Consultant, Governmental Plans, NFP Retirement Consulting
Vancouver, WA
R. Scott Gregory FSA
President, R. Scott Gregory, Inc.
Annapolis, MD