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February 2021


February 24 @ 12:00 pm - 1:00 pm UTC-4

Presented by Corrina Nation & Josh Hoover

The year 2020 was filled with many ups and downs. One of the positives was BTR’s first-ever HR Technology survey was released!  During this webinar, the HR tech experts at BTR will be reviewing the data collected in their mid-market client survey and talk through the key findings.
HR professionals will be able to learn new insights around how other employers are using HR tech, how much they’re paying, and which vendors are the most highly ranked.
Other topics will include how employers can use this data to drive digital transformation, how they can leverage tech to streamline their processes, and more.

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February 10 @ 12:00 pm - 1:00 pm UTC-4

Presented by Stacy Barrow

Join Stacy H. Barrow, Esq. for an overview of HIPAA’s Privacy and Security Rules. During this webinar Stacy will review the different types of entities subject to HIPAA, take an in-depth look at Protected Health Information (PHI), individual rights under HIPAA, and what to do when there is a breach of PHI.
Key takeaways include:
  • Understanding which entities and types of plans are subject to HIPAA’s Privacy rule;
  • Understanding which information is protected under HIPAA;
  • Learn the permitted uses and disclosures of PHI under
This webinar satisfies HIPAA training requirements for members of an employer’s HIPAA workforce who handle Protected Health Information (PHI) as part of their job duties.
Note: Many employers with fully insured plans (i.e., no health FSAs or HRAs) will have limited obligations under HIPAA.
This webinar should be attended by employers with self-insured plans or those with fully insured plans that create, maintain, or receive PHI under HIPAA.

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January 2021


January 27 @ 12:00 pm - 1:00 pm UTC-4

Presented by Corrina Nation & Josh Hoover

With so many options in the market, how do you know which benefits administration system is best for you?
Join the experts at BTR as they discuss the current state of the benefits administration industry, the key functionality differences between leading benefits platforms, where the market as a whole is headed, and how that impacts you as an employer or HR professional.
In this webinar, attendees will learn how to improve their employees’ experience through the power of a benefits administration platform, tips on leveraging these systems as part of an ongoing communication strategy, and learn questions to ask a vendor before signing on the dotted line.

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Overview of ACA Reporting Requirements

January 13 @ 12:00 pm - 1:00 pm UTC-4
In this webinar Stacy H. Barrow, Esq. provides an overview of 2020 ACA reporting requirements that are applicable for both large employers and self-insured plans. Stacy will review the various reporting forms (1094-B, 1095-B, 1094-C, and 1095-C), indicator codes, and affordability safe harbors. Other topics covered in this webinar include how to report for waiting periods / initial measurement periods, COBRA participants and post-employment coverage, and how to correct reporting mistakes. Stacy will also address common questions and provide best practices.
Key takeaways include: 
  1. How to complete the reporting forms for the calendar year 2020 reporting;
  2. Which indicator codes and safe harbors apply to various employment situations (e.g., waiting periods, changes in cost, changes in employment status);
  3. How to address other situations, such as opt-out payments, union employees, conditional offers of coverage to spouses, and ICHRAs.
Presenter:  Stacy H. Barrow, Esq., Legal & Compliance Director
Stacy Barrow is BAN’s Director of Compliance and a partner at Marathas Barrow Weatherhead Lent LLP. Mr. Barrow is a sought-after speaker on all aspects of employee benefits law, including the Affordable Care Act. He has published numerous articles and has been widely quoted on issues arising under the Affordable Care Act. He is widely recognized by clients, opposing counsel, and national law firm ranking organizations as among the best in the field.

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December 2020

End of Year Compliance Roundup

December 9, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenter:  Stacy Barrow, Esq.
(Registration link coming soon!)

During our final webinar of our 2020 Educational Webinar Series, Stacy H. Barrow, Esq. provides an overview of significant compliance topics in 2020, along with a look at what to expect in 2021. Stacy will review legal and regulatory changes under the ACA in 2020, a review of other agency guidance in 2020 applicable to health and welfare plans, an update on recent court cases affecting health and welfare plans, and what to expect in 2021.

November 2020

HR for 2021

November 18, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenter:  Bobbi Kloss

Join Bobbi Kloss for a special webinar on HR for 2021. Bobbi's webinar provides insight in developing a culture to attract and retain employees, regulatory updates including the EEOC and the DOL, and HR best practices. Educate yourself on how to maintain your employer of choice status, top trends in Human Capital Management (HCM), and what you should be focusing on for your workforce needs in the upcoming year.

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HR Technology Trends

November 11, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenters:  Josh Hoover and Corrina Nation

During this webinar Josh Hoover and Corrina Nation help attendees become more familiar with the different trends in HR Technology, and how to best utilize their current systems (or potentially evaluate new systems).

Keep a close watch on this webinar as the final topics will likely not be verified until a few weeks prior to the webinar date considering how fluid the HR technology industry is.

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October 2020

How Reference Based Pricing can Reduce Medical Costs by Creating Custom Built Network Pricing

October 28, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenter:  John Marshall

Join John Marshall, Senior Actuary and Principal at Windsor Strategy Partners, as he provides an in-depth presentation on creating custom built network pricing to reduce medical costs for your clients with Reference Based Pricing.

The presentation will cover:
1. The history, evolution and current status of RBP;
2. Why RBP is the new wave of transparent medical pricing;
3. How to apply RBP;
4. When to apply RBP;
5. Effect of RBP on plan costs and stop loss costs;
6. Risks and pitfalls associated with RBP;
7. The future of RBP.

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

October 14, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenter: Stacy Barrow, Esq.

Join BAN's Director of Compliance, Stacy H. Barrow, Esq. for an informative webinar on Consumer Directed Healthcare and Account-Based Plans. Webinar attendees will gain an understanding on the background of Consumer Directed Healthcare, HSA eligibility and contribution rules, how HSA funds may be used, and how employers may contribute to HSAs. Stacy will also discuss HRAs and FSAs under the Affordable Care Act.

Key takeaways include:
1. An understanding of the rules surrounding high deductible health plans (HDHPs);
2. How HSAs, FSAs and HRAs can coordinate with HDHPs;
3. How HSAs, FSAs and HRAs have changed under the ACA.

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September 2020

Compliance and Security Standards

September 23, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenter: Matt Jones 

It's not just about employee and customer information, it’s also the employer data and intellectual property data businesses have everywhere, from documents to email to cloud storage to accounting, attacks could cripple small businesses.

This webinar will focus on:
1. Multifactor Authentication
2. Security Audits and Experts
3. Compliance Updates
4. Everyone’s Job

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HCM TRENDS: Catalyst To Conversation Diversity & Inclusion

September 17, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenters:  Andrea Dunn, Michelle Filler, and Bobbi Kloss
Events shaping our country today:
  • #MeToo Movement
  • Black Lives Matter
  • Disparate impact of Black and Latino populations affected by COVID-19
  • Supreme Court decision in BOSTOCK v. CLAYTON COUNTY, GEORGIA recognizing sexual identity within the LGQBT community as a protected sexual discrimination class
Bring a reality of the truth that an honest appraisal of diversity and inclusion in the workplace should occur.   Join us for the conversation and the release of our HCM Trends: Catalyst to Conversation – Diversity & Inclusion white paper.    

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HR Tech & Compliance Best Practices

September 16, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenters:  Josh Hoover, Corrina Nation, and Stacy Barrow, Esq.

Join Josh Hoover and Corrina Nation from BTR and Stacy H. Barrow, Esq., BAN’s Director of Compliance in this cohosted webinar on the intersection of technology and compliance.

Takeaways will include:
1. Importance of data security;
2. A better understanding of how technology and compliance are complimentary;
3. Insight into managing your technology to remain compliant.

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Marketing Your Culture

September 9, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenters: Bobbi Kloss and Glenn Smith 

More than ever your company culture should be aligned as a part of your overarching business strategy. Not only is company culture part of your brand, which should be an important part of your products or services, it can either be an advocate of your vision, or your opponent.

Your culture should speak to your core values and your company’s unique “why” customers do business with you. When your employees, culture and customers are aligned, they create a community, or bond, that becomes your greatest asset.  This asset will attract the right customers, influencers, partners, and ultimately the right employees to your organization.

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August 2020

Phase II Workforce Dynamics – Best Practices in Employer Resiliency

August 19, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenters:  Bobbi Kloss, Diane Gaking, Armando Llorente

While it is unclear how long COVID-19 (or other workforce dynamic(s)) will affect business operations, employers find themselves in various stages of responsiveness: (1) temporary shutdown, (2) all employees working at physical office sites (3) employees working remotely (4) establishing protocols to safely return employees to a physical office site, (5) or some combination of all.

Affected organizations who want to strategically adapt to workforce dynamics should be prepared to follow one of these scenarios and determine what success will look like:

  • returning the workplace to its original condition
  • restructuring for growth or
  • rebuilding what may have been lost.

To learn more about strategies to help lead and foster the workforce’s adaptability, join us at noon EDT on Wednesday, August 19, for the release of Phase II in the continuing series of HCM Trends: Workforce Dynamics – Best Practices in Employer Resiliency.

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Workplace Wellness Programs and Compliance with the DOL & EEOC Rules

August 12, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenter: Stacy Barrow, Esq.

During this informative webinar Stacy H. Barrow, Esq., BAN’s Director of Compliance, provides an overview of the legal and regulatory guidelines for wellness programs under DOL and EEOC rules. Attendees will gain an understanding of how DOL and EEOC rules apply depending on the type of wellness program offered, how limits on rewards work depending on the types of wellness programs offered, and recent court cases of interest.

Takeaways include:
1. An understanding of which laws apply to wellness programs;
2. Information on how the limits on rewards apply;
3. Best practices for ensuring that wellness programs comply with applicable laws.

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July 2020

How Middle Market Employers Purchase Healthcare Like a Fortune 500

July 15, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenter:  David Konrad

For small to mid-size companies, self-funded insurance has not always been a practical option. David Konrad explains how it can be possible in this webinar. Learn how the pooling of many employers banding together to achieve the efficiency of a larger organization can result in cost savings and a way to offer affordable health benefits - all while improving employee satisfaction.

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June 2020

How to Solve the Biggest HR Tech Problems

June 24, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenters:  Josh Hoover & Corrina Nation

HR Technology can be used during the entire employee lifecycle - from candidate to COBRA. In this webinar, Josh Hoover and Corrina Nation join up to explain how employers can address some of the biggest pitfalls of HR technology.  Every HR professional wants to leverage tech to deal with the tactical aspects of their job, so they can focus on more strategic initiatives; the only way to do that is to make technology work for you, and not against you.

Find out how:
1. Effective communications can help with expectation management, relationship building, and relationship strengthening with HR tech vendors to build a better employee experience;
2. Efficient automation can build on these communications for easier use, freeing up time for more strategic tasks and manual knowledge work;
3. Non-automated tasks can be integrated with a more robust platform, and how to explore the possibilities & limitations to find programs that work for you.

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Affordable Care Act Update: What’s New with the ACA?

June 10, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presented:  Stacy Barrow, Esq.

In this informative webinar Stacy H. Barrow, Esq., BAN’s Director of Compliance, discusses the current state of the Affordable Care Act, including top compliance issues in 2020, new legal and regulatory updates in employee benefits, and a look at recent court cases of interest.

Takeaways include:
1. An understanding of the top benefits issues in 2020
2. A better understanding of new legal and regulatory issues
3. Insight into relevant court cases

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May 2020

Worker Safety and COVID-19

May 21, 2020 @ 2:00 pm - 3:00 pm UTC-4
Presenters:  Jade Simmons and Bobbi Kloss

Join Risk Management expert Jade Simmers for a webinar on worker safety and COVID-19.  

During this session, Jade will focus on OSHA’s two most recent guidance documents, OSHA 3989 (Preventing Worker Exposure to COVID-19) and OSHA 3990 (Guidance for Preparing the Workplace for COVID-19), covering how to prepare the workplace and avoid employee exposure to COVID-19.

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Building a Global Mental Health Strategy for Multinationals

May 20, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenter:  Petra Velzeboer

With mental health issues on the rise, companies globally are putting their attention on creating strategic change that can affect their bottom line, help them retain talent and reduce absence. In this Webinar, BAS’ mental health consultant Petra Velzeboer, maps out a framework for strategically implementing change by creating a mentally healthy work culture. 

This includes 

  • Understanding the mental health landscape
  • The impact of poor mental health on your business
  • The steps you can take to create change 
  • Advice on a mental health strategy framework 

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COVID-19 Next Steps in Workforce Dynamics

May 14, 2020 @ 12:00 pm - 1:00 pm UTC-4
Bobbi Kloss, Director of HCM Services
Shannon Uecker, PHR
Diana Gaking, PHR, SHRM-CP
Karin Tierney, PHR
Stacy Barrow, Esq., Compliance & Legal Director

The Coronavirus (COVID-19) pandemic has interrupted business operations across the country. While it is unclear how long COVID-19 will continue to affect our organizations, employers are in various stages of business operations, from temporary shutdowns, to employees working at physical office sites or contemplating the return of remote employees to a physical office site, or remaining working at remote locations. 

Join us for our HCM Trends webinar on continuing COVID-19 coverage with Industry experts from Human Resources and Compliance will be discussing the Next Steps in Epidemic/Pandemic Workforce Dynamics.  

Included in the webinar will be providing Phase I of our Employer Resource Guide.  Phase 1: Navigating Risk to Health and Safety. With strategic HCM tools and resources including: 

-  Updated Infectious & Communicable Disease Guidelines
-  Family First Coronavirus Leave of Absences policies and forms
-  Returning to the Worksite Considerations including Timelines and Survey

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Navigating the Self-Insuring Maze

May 13, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenter:  Pat Campola

The employer’s decision to self- insure their employee benefit plan requires a number of considerations, some obvious and some not so. This webinar will identify the decisions that need to be addressed and options available.

Takeaways include:
1. Financial analysis tools;
2. Claim Payer Options;
3. Plan Design Considerations;
4. Stop Loss Structure.

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How the Coronavirus Affects Employee Finances

May 1, 2020 @ 12:00 pm - 1:00 pm UTC-4

Presenter: Preston Theilig

Employees at all levels are dealing with increased financial stress. Nearly 60% of Americans say the Coronavirus has had a negative impact on their finances, according to a survey by the National Financial Educators Council. Over 40% of them are more concerned about their personal finances than they are about contracting COVID-19.  

There are a number of ways employers can support employees during the COVID-19 pandemic. Financial Wellness being one of them.

Employees want to know how the Coronavirus is going to impact their retirement savings, their monthly budget, their credit card debt, their paycheck and they want to know what they should do about it. Best Money Moves, a mobile-first financial wellness platform, just added new resources to answer employees' questions about how the Coronavirus will affect their finances.

Best Money Moves is an award-winning mobile-first, easy-to-use platform that helps employees create a budget, pay down debt, save and make better financial decisions every day. With accredited Money Coaches, unbiased articles and videos, free credit scores and smart budget guidance, BMM can make a real difference.

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April 2020

International Employee Benefits: An Introduction to Mergers & Acquisitions

April 29, 2020 @ 12:00 pm - 1:00 pm UTC-4
Presenter:  Lewis Mosley 

This webinar will focus on educating HR professionals on the challenges involved when dealing with global employee benefits as part of a multinational merger or acquisition project. The session will consider the contractual, legislative and logistical issues at play as part of any global M & A project and will serve as in introduction to understanding how to build a project plan to work through an M & A project.

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