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Sessions Preapproved for Insurance CE Credit and State-Specific Credit Approvals in Alabama, Colorado, Delaware, Georgia, Illinois, Indiana, Kansas, Minnesota, Mississippi, Missouri, Montana, North Carolina, Ohio, Oklahoma, Tennessee, Texas, Utah and Wisconsin Administration of insurance continuing education (CE) credit is based on full attendance each day of the Symposium. You must attend one preapproved session in each time frame in order to earn credit for that day. No exceptions will be made. Submit one com- pleted continuing education form per session attended. Forms are only accepted at conclusion of the session. Sessions listed below are eligible for insurance credit in the states listed above. See next page for state-specific credit approvals. Monday, September 9, 2019 8:15-9:15 a.m. Keynote: What’s Next for the Global Economy? 9:30-10:30 a.m. U.S. Legislative Update 11:00 a.m.-12:00 noon H—Health and Welfare Compliance Traps: Are You Ready? G—Health Care Ate My 401(k) Contributions 1:30-2:30 p.m. H—Individual Policy HRAs: 2020 and Beyond G—Best Practices to Engage Employees in Voluntary Benefits 2:45-3:45 p.m. H—Using Actionable Insights From Survey Data R—Challenges of Retirement in the Future Economy 4:00-5:00 p.m. H—Using Decision Support Tools to Support HDHP G—Identifying and Responding to a Ransomware Attack According to HIPAA Best Practices Tuesday, September 10, 2019 8:30-9:30 a.m. U.S. Legal Update 10:00-11:00 a.m. H—Disrupting Health Care Through High-Value Providers G—Challenges and Effective Solutions for Small Groups of Non-U.S. Employees 11:15 a.m.-12:15 p.m. H—Employer-Led National Hospital Price Transparency Initiative R—Retirement Planning in Four Parts C—Achieving Effective Plan Design and Communicating Change 1:30-2:30 p.m. H—Mindfulness in the Workplace G—Staying Out of the CEO’s Line of Fire: Reducing Employee Benefits Project Risks 2:45-3:45 p.m. H—Partnering for Health Outcomes— How the Prescription Pass-Through Model Facilitates Saving Money G—Escape the Minefield: Navigating Paid Leave Impacts to Benefits Policies 4:00-5:00 p.m. H—Telemedicine, On-Site Clinics and Other New Plan Options: Avoid the Traps for the Unwary G—Ethical Behavioral Finance: Not an Oxymoron for Retirement and Health Plans *Ethics credit* G—U.S. Legal Update: Followup and Discussion Wednesday, September 11, 2019 8:00-9:00 a.m. Keynote: Medical Cannabis in the U.S. and Canada: What’s New and What’s Next? 9:30-10:30 a.m. H—Is Wellness Worth It? R—Using Data to See Who Is Ready to Retire (or Not) G—Is Unlimited Vacation Right for Your Company? 10:45-11:45 a.m. H—Proactive Fraud, Waste and Abuse Detection With Data Science and Machine Learning C—Virtual Health Care: Your Benefits Reality 12:00 noon-1:00 p.m. H—Using Genetics to Improve Health Outcomes for Members With Chronic Conditions G—Transforming the Total Rewards Function C—Benefits-as-a-Service: Who Wants to Go BAAS Fishing? Submit one completed continuing education form per session attended. H—Health Care R—Retirement G—General C—Canadian

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Page 1: Sessions Preapproved for Insurance CE Credit and State-Specific …€¦ · and State-Specific Credit Approvals in Alabama, Colorado, Delaware, Georgia, Illinois, Indiana, Kansas,

Sessions Preapproved for Insurance CE Credit and State-Specific Credit Approvalsin Alabama, Colorado, Delaware, Georgia, Illinois, Indiana, Kansas, Minnesota, Mississippi, Missouri, Montana, North Carolina, Ohio, Oklahoma, Tennessee, Texas, Utah and Wisconsin

Administration of insurance continuing education (CE) credit is based on full attendance each day of the Symposium. You must attend one preapproved session in each time frame in order to earn credit for that day. No exceptions will be made. Submit one com-pleted continuing education form per session attended. Forms are only accepted at conclusion of the session. Sessions listed below are eligible for insurance credit in the states listed above. See next page for state-specific credit approvals.

Monday, September 9, 2019

8:15-9:15 a.m.Keynote: What’s Next for the Global Economy?

9:30-10:30 a.m.U.S. Legislative Update

11:00 a.m.-12:00 noonH— Health and Welfare Compliance

Traps: Are You Ready?G— Health Care Ate My

401(k) Contributions

1:30-2:30 p.m.H— Individual Policy HRAs:

2020 and BeyondG— Best Practices to Engage

Employees in Voluntary Benefits

2:45-3:45 p.m.H— Using Actionable Insights

From Survey DataR— Challenges of Retirement in

the Future Economy

4:00-5:00 p.m.H— Using Decision Support Tools

to Support HDHPG— Identifying and Responding to a

Ransomware Attack According to HIPAA Best Practices

Tuesday, September 10, 2019

8:30-9:30 a.m.U.S. Legal Update

10:00-11:00 a.m.H— Disrupting Health Care Through

High-Value ProvidersG— Challenges and Effective Solutions

for Small Groups of Non-U.S. Employees

11:15 a.m.-12:15 p.m.H— Employer-Led National Hospital

Price Transparency InitiativeR—Retirement Planning in Four PartsC— Achieving Effective Plan Design

and Communicating Change

1:30-2:30 p.m.H—Mindfulness in the WorkplaceG— Staying Out of the CEO’s Line

of Fire: Reducing Employee Benefits Project Risks

2:45-3:45 p.m.H— Partnering for Health Outcomes—

How the Prescription Pass-Through Model Facilitates Saving Money

G— Escape the Minefield: Navigating Paid Leave Impacts to Benefits Policies

4:00-5:00 p.m.H— Telemedicine, On-Site Clinics

and Other New Plan Options: Avoid the Traps for the Unwary

G— Ethical Behavioral Finance: Not an Oxymoron for Retirement and Health Plans *Ethics credit*

G— U.S. Legal Update: Followup and Discussion

Wednesday, September 11, 2019

8:00-9:00 a.m.Keynote: Medical Cannabis in the U.S. and Canada: What’s New and What’s Next?

9:30-10:30 a.m.H— Is Wellness Worth It?R— Using Data to See Who Is

Ready to Retire (or Not)G— Is Unlimited Vacation Right

for Your Company?

10:45-11:45 a.m.H— Proactive Fraud, Waste and Abuse

Detection With Data Science and Machine Learning

C— Virtual Health Care: Your Benefits Reality

12:00 noon-1:00 p.m.H— Using Genetics to Improve Health

Outcomes for Members With Chronic Conditions

G— Transforming the Total Rewards Function

C— Benefits-as-a-Service: Who Wants to Go BAAS Fishing?

Submit one completed continuing education form

per session attended.

H—Health Care R—Retirement G—General

C—Canadian

Page 2: Sessions Preapproved for Insurance CE Credit and State-Specific …€¦ · and State-Specific Credit Approvals in Alabama, Colorado, Delaware, Georgia, Illinois, Indiana, Kansas,

PARTNERS IN EDUCATIONAL EXCELLENCE

State-Specific Credit ApprovalsAlabamaMonday: 7 Life Accident & HealthTuesday: 7 Life Accident & Health OR

6 Life Accident & Health and 1 EthicsWednesday: 4 Life Accident & Health

ColoradoMonday: 7 Life Accident & HealthTuesday: 7 Life Accident & Health OR

6 Life Accident & Health and 1 EthicsWednesday: 4 Life Accident & Health

DelawareMonday: 7 Life/HealthTuesday: 7 Life/Health OR 6 Life/Health and 1 Ethics Wednesday: 4 Life/Health

GeorgiaMonday: 7 Life & Accident SicknessTuesday: 7 Life & Accident Sickness credits OR

6 Life & Accident Sickness and 1 EthicsWednesday: 4 Life & Accident Sickness

IllinoisMonday: 7 GeneralTuesday: 7 General OR 6 General and 1 Ethics Wednesday: 4 General

IndianaMonday: 6 Life Accident & HealthTuesday: 6 Life Accident & Health OR

5 Life Accident & Health and 1 EthicsWednesday: 4 Life Accident & Health

KansasMonday: 7 LHVTuesday: 7 LHV OR 6 LHV and 1 EthicsWednesday: 4 LHV

MinnesotaMonday: 7 General-ClassroomTuesday: 7 General-Classroom OR

6 General-Classroom and 1 Ethics-ClassroomWednesday: 4 General-Classroom

MississippiMonday: 7 Life Accident & HealthTuesday: 7 Life Accident & Health OR

6 Life Accident & Health and 1 EthicsWednesday: 4 Life Accident & Health

MissouriMonday: 7 Life/HealthTuesday: 7 Life/Health OR 6 Life/Health and

1 Eth/MO Law/Duty/Oblg to Dept Wednesday: 4 Life/Health

Montana Monday: 7 LifeTuesday: 7 Life OR 6 Life and 1 EthicsWednesday: 4 Life

North CarolinaMonday: 7 GeneralTuesday: 7 General OR 6 General and 1 Ethics Wednesday: 4 General

OhioMonday: 7 GeneralTuesday: 7 General OR 6 General and 1 Ethics Wednesday: 4 General

OklahomaMonday: 7 Producer/CSR GeneralTuesday: 7 Producer/CSR General OR

6 Producer/CSR General and 1 EthicsWednesday: 4 Producer/CSR General

TennesseeMonday: 7 Life/HealthTuesday: 7 Life/Health OR 6 Life/Health and 1 Ethics Wednesday: 4 Life/Health

TexasMonday: 7 GeneralTuesday: 7 General OR 6 General and 1 Ethics Wednesday: 4 General

UtahMonday: 7 GeneralTuesday: 7 General OR 6 General and 1 Ethics Wednesday: 4 General

WisconsinMonday: 7 Life Accident & HealthTuesday: 7 Life Accident & Health OR

6 Life Accident & Health and 1 EthicsWednesday: 4 Life Accident & Health

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