Smart Spending & Fiduciary Risk: Essential Strategies for Not for Profit & Healthcare Leaders

Join us for an insightful and engaging event designed to provide you with the latest best practices, innovative solutions, and compliance strategies in the field of employee benefits. This event will feature a series of expert-led sessions covering a wide range of topics crucial for fiduciaries, board members, and benefits professionals.

WHEN

Thursday, April 10, 2025

1:30 - 5:00 p.m. ET

Happy Hour | 5:00 - 6:00 p.m. ET

Join us after the happy hour for the Boston Bruins vs. Chicago Blackhawks hockey game!

WHERE

TD Garden

100 Legends Way, Boston, MA 02114

AGENDA

1:30 - 2:00 p.m. ET | Arrival & Check-In

2:00 - 2:05 p.m. ET | Introduction

2:05 - 2:45 p.m. ET | Session 1: Fiduciary Best Practices for ERISA Plans Educating your Board of Directors

2:45 - 3:00 p.m. ET | Plan Types & Vendor Structures

3:00 - 3:30 p.m. ET | Endowment Management

3:30 - 3:40 p.m. ET | Break

4:00 - 4:20 p.m. ET | Reverse Discrimination in Benefits

4:20 - 5:00 p.m. ET | Closing Remarks & Final Discussion

5:00 - 6:00 p.m. ET | Happy Hour & Light Snacks

6:00 p.m. ET | Enjoy the Boston Bruins vs. Chicago Blackhawks Hockey Game!