Stay up-to-date with our Upcoming Events!

You’re invited to join your Shirazi Benefits team in learning more about the industry and the professionals in it. We hope you’ll attend the following events!

In-Person Events

ACA—New Developments & Observations Lunch-and-Learn
Thursday, August 24 | 11:00 a.m. — 1:00 p.m

PETER J. MARATHAS JR., ESQ is a nationally recognized expert on the Affordable Care Act and partner with the premier employee benefits, executive compensation and employment law firm, Marathas Barrow Weatherhead LLP. Peter is the go-to lawyer who provides clear, no-nonsense advice on the development and design of employee benefits and executive compensation programs. Peter will review the latest up-dates and developments on the ACA from Washington, including topics such as ACA Epic Fail and HHS Subsidy Notification Letters, ACA Reporting Guidance, The Cadillac Tax—It’s Bloated and It’s Headed Your Way and more. He will also discuss what employers may do to address ACA related trends and adjust to them.

Click Here to Register

2017 Webinar Series

Our Webinar Series is Designed to Present You with the Latest Updates on Health & Welfare Compliance Strategies and Human Capital Management Trends.

All webinars are eligible for HRCI, SHRM and CEBS credits unless noted otherwise.

APRIL 12, 2017

How to Prepare for a Department of Labor Welfare Plan Audit

Speaker: Stacy Barrow

What agencies audit? Who do they audit? When and why? Where and how? What does the DOL Welfare Plan audit?

Join Stacy Barrow, Esq. for a special webinar that answers those question, and discuss how prepare for a DOL Welfare Plan audit. Attendees will gain insight to the audit process, learn how plans get selected for audit, and best practices for audit survival.

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APRIL 26, 2017

Best practices for an HCM Implementation

Speakers: Josh Hoover, Jamie Hawkins

Best Practices for an HCM Implementation: This presentation will be focused on the challenges associated with any HR Technology implementation and how to mitigate some of those challenges and make your life easier. Key topics include: taking a phased approach, building your timeline, change management, managing expectations, and not rushing.

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MAY 10, 2017

Handbooks – Deeper Dive

Speaker: Bobbi Kloss

Bobbi Kloss offers an overview of NLRB issues in this special webinar. You’ll be exposed to the core concepts of developing a handbook: tying policies to the mission and culture of your organization and maintaining compliance.

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MAY 17, 2017

ID Theft: Your Employees and your Company

Speaker: Larry Lee

How Data Breaches and Identity Theft cause absenteeism, presenteeism, turnover, accidents and other problems that affect your company and what you need to know to recognize and do something about it.

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MAY 24, 2017

Steps to Creating a Small Insurance Company for Privately Held Employers

Speaker: David Konrad

David Konrad offers insight as to why employers form a small insurance company to: Gain more Control of Risk — P&C and EB; Enterprise Asset Management; Tax Advantage; Risk Shifting and Risk Distribution.

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JUNE 14, 2017

Affordable Care Act Update – What’s New with the ACA

Speaker: Stacy Barrow

Join Stacy Barrow, Esq. as he provides attendees with insight and understanding during this informative webinar. Stacy discusses top compliance issues in 2017, new legal and regulatory updates in employee benefits, and recent court cases of interest.

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JUNE 28, 2017

Assessing Health Claims Risk

Speaker: Bruce Campbell

Join Dr. Bruce Campbell for a special, two-part webinar series assessing and mitigating health claims risk. In this first webinar, Dr. Campbell will discuss the keys to Assessing Risk including health risk assessment, biometrics, the general health profile of existing health membership, and the pool of high probability claimants that could generate high cost.

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JULY 19, 2017*


Speakers: Susan Boucher, Nancy DeGroff, John O’Connell

Lead2Health is a health insurance program that provides companies with 50 –1000 employees’ the solutions they have been looking for:

  • Lower costs
  • More satisfied employees
  • A long-term solution
  • State of the art tools
  • Some of the most highly rated partners in the industry

*This webinar is not available for HRCI, SHRM or CEBS credit.

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JULY 28, 2017

Mitigating Health Claims Risk

Speaker: Bruce Campbell

In the second of this 2 Part Assessing and Mitigating Health Claims Risk, webinar series, Dr. Bruce Campbell provides guidance on Mitigating Health Risk. Attendees will gain an understanding of value based insurance design, optional programs from the health plan and pharmacy benefits manager, when it is appropriate to hire an external vendor and who they should be, and various health promotions to engage with employees and boost morale.

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AUGUST 9, 2017

Legalities of Creative Benefit Designs: Wellness Programs that comply with DOL, ADA and GINA Rules

Speaker: Stacy Barrow

Join us for an overview of the legal and regulatory guidelines for wellness programs set forth by the U.S. Department of Labor and the Equal Employment Opportunity Commission. Learn how different types of wellness programs trigger application of rules under HIPAA, ADA and GINA. We’ll provide a review of the limits on rewards under DOL and EEOC rules. There will be a discussion of the notice requirements applicable to wellness programs and we’ll touch on recent court cases of interest.

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AUGUST 23, 2017

Stop Loss Underwriting: A Look Under the Hood

Speaker: Pat Campola

The development of aggregate factors and specific rates has a number of variables which can be influenced by the detail submitted to the underwriter and the discretion the underwriter has based on his or her experience and management level. Having knowledge of the process will help the attendee in their efforts to receive a competitive response to a proposal request.

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OCTOBER 11, 2017

Introduction to Consumer Directed Healthcare and Account-Based Plans: HDHPs, HSAs, FSAs and HRAs

Speaker: Stacy Barrow

Stacy Barrow, Esq. offers an introduction to consumer directed healthcare including:

  • Background on Consumer Directed Healthcare
  • HSA Eligibility and Contribution Rules
  • Using HSA Funds
  • Employer Contributions to HSAs
  • HRAs and FSAs under the ACA

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OCTOBER 25, 2017

New & Emerging HR Technologies

Speakers: Josh Hoover, Jamie Hawkins

Are you leveraging technology in order to improve and streamline your tactical processes? Are there any key strategic initiatives that technology can help you in accomplishing? New & Emerging HR Technologies: on the heels of the 2017 HR Tech Conference we will discuss what the latest industry trends are and how HR Professionals can leverage technology in both tactical processes, and forward-thinking, strategic initiatives.

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DECEMBER 13, 2017

End of Year Compliance Round-Up

Speakers: Stacy Barrow

Stacy Barrow, Esq. will provide webinar attendees with an update on legal and regulatory changes under the ACA in 2017, a review of other agency guidance in 2017 applicable to health and welfare plans, updates on recent court cases affecting health and welfare plans, and what to expect for 2018.

Click Here to Register