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Preconference Information​

We are pleased to offer three preconference options at the 2020 program.

Organizational Strategies for Health and Financial Wellness
Sunday, January 19- Monday, January 20, 2020

HBCE is proud to offer a certificate course in partnership with the International Foundation of Employee Benefit Plans​.

This course is an intergral part of the Certificate in Strategic Benefits Management​
Find solutions for today's challenges and prepare for tomorrow's opportunities through an enriching learning experience that combines valuable materials, outstanding instruction and networking opportunities.​


  • ​Health literacy and well-being programs
  • Financial literacy and well-being programs
  • Individual and population retirement income management
  • Making the business case for implementation of programs
    • ​​Return on investment
    • ​Impact on organizational workforce and succession planning​
  • ​Identifying what can and cannot be measured
  • Tailoring solutions to your population's demographics
  • Communication with plan members at different life phases

Benefits of Attending

  • ​Learn from industry experts and your peers.
  • Gain valuable written materials and resources.
  • Discuss the strategies that plans are implementating today and considering for tomorrow.
  • Connect ​with others who are dealing with similar issues.
  • Demonstrate your knowledge through interactive excersises and case studies.

Morning Preconference Session

Legally Compliant Communications—And the Consequences of Miscommunication

Monday, January 20, 2020 | 8:30-11:30 a.m.

Marilyn A. Monahan

Monahan Law Office

Join this interactive discussion to learn what employers have to do, and what they should do, both to ensure employees understand the terms of their health plan and to limit the employer's exposure to liability. The program will review the disclosure (and distribution) rules in ERISA and other key laws governing health plans, with a particular emphasis on best practices, and how legal requirements have changed in light of the ACA. Common misconceptions and traps for the unwary will be discussed—including a look at the potential consequences of the miscommunication of plan terms.

Afternoon Preconference Session

Creating a Thriving Culture: It's a Two-Way Street

Monday, January 20, 2020 | 1:00pm-4:00 p.m.

Michelle Spehr, M.A., M.Ed., MCHES, CWWPC, CWF

Health and Wellness Consultant
The Benefit Services Group

Rebecca Johnson, MS

Co-Founder and Chief Operations Officer
ViDL Solutions

When it comes to creating a high-performing organization that can sustain the test of time, business leaders, HR and well-being professionals often focus on efforts to improve the health and productivity of individual employees. While this is clearly an important part of the equation, developing a thriving organization is a two-way street. Not only do employees need resources and tools that support self-care and are in alignment with the latest thinking on health and human nature, the cultural norms of the organization must authentically support personal and professional well-being. While most HR and wellness professionals recognize this truth, many struggle to lead their organizations away from outdated approaches and into new paradigm approaches.

This preconference intensive will explore the reciproical relationship between individual well-being and organizational health through the lens of a simple framework. It is a workshop experience designed so participants leave with information (data, resource and case studies), inspiration (interactive learning exercises, opportunities for collaboration and space for self-reflection) and practical strategies (actionable takeaways, tools and resources) so they can have greater impact and influence in their organizations and on the lives of those they serve.


​Register Early! Preconference sessions consistently sell out.