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Proven Source for Building a Strong Foundation in International Benefits
Certificate in Global Benefits Management
June 8-12, 2015 | Chicago, IllinoisOctober 19-23, 2015 | San Francisco, California
www.ifebp.org/global
Early Registration Discount Ends April 27 for June
Offering—Save $250
2 Cert i f icate in Global Benef i ts Management | www. i febp.org/g lobal
The complexity and ever-changing environment of international benefits continues to challenge multinational companies. A good global benefits strategy requires knowing the details of your existing international plans and how they compare with local practices as well as adhere to your organization’s strategies and guidelines. This course will provide you with the latest information from a faculty of global industry experts while you earn a Certificate in Global Benefits Management.
Earning a Certificate in Global Benefits Management This program gives you the opportunity to document what you have learned with a Certificate of Achievement from the leading benefits educator—the International Foundation of Employee Benefit Plans. Earning a certificate demonstrates your expertise and recognizes your commitment to your profession. A limited class size provides you with an environment where you get answers to your specific questions and attention to your unique needs. You’ll find an un-matched training opportunity for live, hands-on learning and dialogue with industry thought leaders.
Who Should AttendCourse curriculum is designed to provide optimal education for• Professionals working in benefits, compensation and/or human
resources who have recently assumed responsibility for global benefits
• Professionals currently working internationally who are interested in expanding their global knowledge base
• Professionals working for organizations providing global benefit services to multinational employers.
Key Takeaways• Obtain a solid foundation in international benefits and an
enhanced understanding of the differences in benefit packages offered in other regions.
• Attend training concentrated over 4½ days of instruction—allowing you to complete the certificate program in one trip.
• Network with other benefits professionals who are facing the same challenges.
In order to earn a certificate, you must attend 9 of the 10 sessions offered. Please make your travel plans accordingly.
Certificate in Global Benefits Management
3Cert i f icate in Global Benef i ts Management | www. i febp.org/g lobal
Chicago, IllinoisJune 8-12, 2015 The University of Chicago Gleacher CenterHotel Accommodations Contact the hotel directly for reservations. Sheraton Chicago Hotel & Towers Phone: (312) 464-1000 Daily Rate: $269 single/double Reservation deadline: May 18, 2015 Mention International Foundation for special rate.
San Francisco, CaliforniaOctober 19-23, 2015 Sheraton Fisherman’s Wharf HotelHotel Accommodations Contact the hotel directly for reservations. Sheraton Fisherman’s Wharf Hotel Phone: (415) 362-5500 Daily Rate: $269 single/double Reservation deadline: September 28, 2015 Mention International Foundation for special rate.
2015 Offerings
4 Cert i f icate in Global Benef i ts Management | www. i febp.org/g lobal
Certificate in Global Benefits ManagementJune 8-12, 2015 | October 19-23, 2015
DAY ONE —Monday—8:00 a.m.-4:30 p.m.
Cross-Cultural/Diversity: The Power of World Views• Understand how to work efficiently across
cultures to enhance the work that you do.• Understand how our own world view shapes
our beliefs and behaviors.• Learn the developmental model of
intercultural sensitivity (DMIS) and how to use the model in your daily work environment.
• Develop strategies for managing cross-cultural diversity.
Developing a Global Benefits Strategy• What is a global benefits strategy?• Why you should be concerned about
developing this strategy• The current environment• Understanding your needs• A management blueprint• Diligence and efficiencies
12:00 noon-1:00 p.m.—Luncheon
Benefit Issues Relating to International Assignments (Expatriates)• Types of global assignments and benefits
provided—Permanent, temporary and short term
• Typical benefit programs offered to expatriates• Approaches used to provide benefits• Factors impacting benefits for international
transfers• Issues, policies and options for welfare
benefits, retirement and social security• Financing programs for globally mobile
employees• Overview of a case study
4:30-5:30 p.m.—Reception
“
”
This is such a great way to understand benefits globally. The discussions among fellow colleagues and industry subject matter experts allow you to absorb the information efficiently.
Renu Chhabra Global Benefits Manager
CBRE Dallas, Texas
5Cert i f icate in Global Benef i ts Management | www. i febp.org/g lobal
Certificate in Global Benefits ManagementJune 8-12, 2015 | October 19-23, 2015
DAY TWO—Tuesday—8:00 a.m.-4:00 p.m.
Multinational Pooling and Offshore Retirement Plans • Understand how to finance employee benefit
programs more efficiently through insurance risk pooling and captive arrangements.
• Understand the obstacles to implementing these programs.
• Understand the information from global financial reports that are helpful in meeting corporate governance requirements.
• Identify the principal vendors in this arena and how insurance networks provide three key advantages.
• Learn the issues involved in considering an international retirement plan for career expatriates.
12:00 noon-1:00 p.m.—Luncheon
International Health Care Systems and Trends• Basic health care models• Global differences and challenges• Evolving practices and trends• Developing a global health and well-being
strategy• Emerging practices
Join our official Global Benefits Management Alumni LinkedIn group Exclusively for our participants | www.linkedin.comClick “Groups” on the top navigation bar. Search for “Global Benefits Management Alumni.”
”
“This was a fabulous Certificate Series that I believe is critical to those benefit professionals looking to gain a better understanding of the global benefits landscape.
Alecia Fish Broadcom Corporation
Irvine, California
6 Cert i f icate in Global Benef i ts Management | www. i febp.org/g lobal
Certificate in Global Benefits ManagementJune 8-12, 2015 | October 19-23, 2015
DAY THREE—Wednesday—8:00 a.m.-5:00 p.m.
Europe: Regional and Country Overview• Overview of European countries • Changes to legislation and market practice
that have been prevalent over the last few years due to the economic crises and debt challenges faced by many European countries
• The labor environment in Europe that heavily influences the benefits environment through the prevalence of unions, work councils and other employee representative bodies
• The European Union (EU) and its influence on the labor and benefit issues across Europe
12:00 noon-1:00 p.m.—Luncheon
Latin America: Regional and Country Overview• Discover how multi-Latino companies are
moving rapidly, making large acquisitions across the globe, acquiring talent and providing aggressive and flexible benefits through innovative human resource structures.
• Learn about unions in Latin American countries and how their presence, absence and degree of strength might affect your company.
• Learn in what countries you must pay termination indemnities, where there are mandatory minimum salaries, and what other programs might affect your compensation and salary program. ”
“Overall, an excellent program to attend. This program gave me a greater overview of global benefit practices.
Bhaskar Vijipura Jayanna Bangalore, India
7Cert i f icate in Global Benef i ts Management | www. i febp.org/g lobal
Certificate in Global Benefits ManagementJune 8-12, 2015 | October 19-23, 2015
DAY FOUR—Thursday—8:00 a.m.-4:00 p.m.
Middle East/Africa: Regional and Country Overview• Learn the common challenges
of designing compensation and benefit programs in developing economies in Africa—where many multinationals are experiencing rapid growth.
• Discover the key differences among the employment models in many Middle Eastern countries that are brought about by the unique nature of the oil and gas sectors.
• Learn specific practices in the design of compensation packages for the various types of imported labor that are recruited to work in the Persian Gulf countries.
12:00 noon-1:00 p.m.—Luncheon
Case Studies and Application• Have the opportunity to apply
what you have learned to real-life scenarios.
DAY FIVE—Friday—8:00 a.m.-12:00 noon
Asia Pacific: Regional and Country Overview• Learn how the labor markets are evolving
in this high-growth region and the role that employee benefits play.
• Gain a thorough understanding of the key benefit trends in the key markets of China and India and how these impact the competition for talent.
• Understand the current and rapidly changing roles that governments, employers and employees play in the provision of benefits in each of the major countries in the region, not only in China and India but in a dozen other countries.
The International Foundation reserves the right to substitute speakers or sessions due to unforeseen circumstances.
8 Cert i f icate in Global Benef i ts Management | www. i febp.org/g lobal
Course faculty includesKristin R. AshDirector of Group Development International Medical Group, Inc. Dallas, Texas
Stephen G. BarryVice President, Strategic Relationships and Global AccountsVoya Financial™, Inc.Chicago, Illinois
Edward I. ChaVice President, Global Benefits Practice LeaderABD Insurance and Financial Services, Inc.San Mateo, California | Chicago, Illinois
Nicholas C. Dobelbower, Ph.D., CEBS, GPHRVice President, Regional Practice LeaderGlobal Benefits PracticeLockton CompaniesWashington, D.C.
Thomas J. DolanSenior Vice President Willis Global Solutions (Employee Benefits)Willis North AmericaBoston, Massachusetts
Wil J. Gaitan, ASA, CCP, EA, FCA, MAAASenior Vice President, Director of Global Consulting for Midwest RegionAon HewittChicago, Illinois
Allen C. Koski, CEBSVice President, Eastern RegionCIGNA Global Health BenefitsWilmington, Delaware
Damian Lipani, PMPProject and Operations ManagerAon HewittLincolnshire, Illinois
Gerardo Pulido, MAAAConsultant, International Consulting GroupTowers WatsonHouston, Texas
Miguel Santos, CCP, GRPVice President and Global Consulting ActuaryAon HewittChicago, Illinois
Faculty
Subject to change.
9Cert i f icate in Global Benef i ts Management | www. i febp.org/g lobal
Host a Certificate Series at Your OrganizationLet us tailor a Certificate Series course to your organization. Save on travel costs and time away from work while providing learning and development opportunities for your staff and/or cli-ents. Our custom programs draw on the expertise of our staff and experi-ence as a leading educator. We will team up with you to offer specialized programming at your own facility, or we can help coordinate a site that suits your needs. Content customiza-tion is also available.
Please contact Tom DeRoche at (262) 373-7648 or [email protected] for more information or to set up a program.
Certificate SeriesAdditional Certificate OfferingsU.S. OfferingsCertificates offered on U.S. topics are structured differently from those offered on international offerings. Certificates on inter-national topics are earned upon completion of one 4½-day course. The U.S. topics offer comprehensive educational opportunities in each of the areas of total compensation.
• Health and Welfare Plans• Retirement Plans • Benefit Plan Administration• Benefits and Compensation• Public Sector Benefits Administration• Strategic Benefits Management
Take a single course in a specific area or take three courses to earn a Certificate of Achievement in one of the above disciplines. Visit www.ifebp.org/certificateseries for more information.
Need More In-Depth Education on Canadian Benefit Plans?
Also part of the Certificate Series, the Certificate in Canadian Benefit Plans presents a 2½-day program October 5-7, 2015 in Toronto, Ontario. The
course emphasizes the unique regulations and procedures regarding Canadian benefit plans. Sessions will cover Canadian drug benefit practices, prudent investment practices, government-funded health care plans and related topics. Earn a certificate by attending the Certificate in Canadian Benefit Plans program. Visit our website at www.ifebp.org/canadacert for more information.
NEW IN 2015
1 0 Cert i f icate in Global Benef i ts Management | www. i febp.org/g lobal
RELATED READING
Benefits and Compensation Glossary 12th Edition E-bookThis comprehensive glossary contains more than 2,500 definitions of terms commonly used by employee benefits professionals in the United States and Canada. Inside you’ll find:• User-friendly explanations free of
jargon• Helpful examples drawn from legislation and everyday benefits
situations• Extensive cross-referencing to show how terms are related.A must-have tool for everyone working in benefits! (International Foundation)
206 pages. 2010. Item #6634E. $54 (I.F./ISCEBS Members: $39)
To order, see the registration form or visit www.ifebp.org/books.asp?6634E. REGISTRATION POLICIES
• See our policies regarding your registration/cancellation/refund/record retention/photo release and privacy at www.ifebp.org/policies.
• Cancellation/transfer requests must be in writing and are subject to a fee of $50 per meeting day for cancellations and $50 for transfers.
• Cancellation fee is 50% of registration fee for registrations canceled within 30 days of meeting.• Cancellations received on or after the opening day of a program are subject to forfeiture of
all registration fees.• For more information regarding administrative policies such as complaint and refund,
please contact Registrations at (262) 786-6710, option 2, or [email protected].
CONTINUING EDUCATION CREDITPrograms sponsored by the International Foundation are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification. Please note that preapproval by the governing agency is sometimes necessary. Therefore, it is important to register at least 45 days prior to the program taking place.
The Certificate in Global Benefits Management program has been approved by the Human Resource Certification Institute (HRCI) for continuing education (CE) credit. Recertification Credit Hours Awarded: 29.5; Specified Credit Hours: Global. CE credit will be offered to professionals who are PHR®, SPHR® and GPHR® certified.
The Certificate in Global Benefits Management has been preapproved by the Registered Insurance Brokers of Ontario (RIBO) for continuing education (CE) credits: five hours in the management category.
Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.For CE inquiries, please contact the Foundation’s Continuing Education Department at (262) 786-6710, option 2; or e-mail [email protected].
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REL
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Com
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12t
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CEB
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are
not
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edu
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. The
se fo
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in a
t the
pro
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CPE
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for
docu
men
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Visi
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r add
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al in
form
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porti
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EBS
CPE
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urs.
29.3
M-2
15
October 19-23, 2015 | San Francisco, California
Priority Code: 1546 E F G
Earn a Certificate in Global Benefits Management in 2015
June 8-12, 2015 | Chicago, Illinois
Register by April 27 to save $250 with the early registration discount! Visit www.ifebp.org/global to register, or call (262) 786-6710, option 2, for more information.
ED150126