Certificate in Global Benefits Management
Monday, February 24 - Friday, February 28, 2025
8:00 AM - 12:00 PM
- 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
- The impact of diversity and inclusion on team performance
1:00 PM - 4:30 PM
- Employee benefits in a global perspective
- Understanding your needs: Company, market and talent
- Management blueprint
- Diligence and efficiencies
2:00 AM - 4:00 PM
- ACA and the legal position of expatriate health plans
- Global health challenges
- Comparative health care models
- Developing a global health and well-being strategy
8:00 AM - 11:00 AM
- 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
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Ana Alonso
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Ryan Potter
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Albert Phelps, CEBS, ASA, EA, FCA, MAAA
11:00 AM - 12:00 PM
- 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
1:00 PM - 2:00 PM
- 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
8:00 AM - 12:00 PM
- 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
1:00 PM - 4:30 PM
- 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
8:00 AM - 12:00 PM
- 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
1:00 PM - 4:00 PM
(*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.
8:00 AM - 12:00 PM
- 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