2020 Trustee Education & Wellness Workshop

Benefit Conference

The 2020 NYSUT Member Benefits Trustee Education & Wellness Workshop was held in an all-virtual format on November 14, 2020.

Every other year, Member Benefits provides training and resources designed for benefit fund trustees on a variety of related topics. This year, in light of the ongoing pandemic, we decided to add a wellness component to these workshops.

These sessions were presented by highly-qualified and credentialed individuals, including representatives from the International Foundation of Employee Benefit Plans.

Please Note: To view these pre-recorded sessions in the NYSUT Member Benefits Toolkit, you will need to log in with your NYSUT ID Number/Username and Password. If you have not previously logged in to the "My NYSUT" section of the NYSUT Member Benefits website, you will be prompted to do so.


TRUSTEE EDUCATION TRACK

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Overview of Trustee Responsibility
Presented by Katherine A. Hesse & Daniel R. Brice

Click here to view this webinar.

Katherine A. Hesse, CEBS, ISCEBS-Fellow, CEBS Compliant, is a partner in the Law Firm of Murphy, Hesse, Toomey & Lehane LLP in Boston, MA, practicing primarily in labor and unemployment and employee benefits law.

Daniel R. Brice, Esq. is a partner and co-chair of the Employee Benefits Law Practice group at the Law Firm of Blitman & King LLP in Syracuse, NY, representing
benefit funds in complex ERISA litigation and other issues.

Benefit plan trustees have a unique set of responsibilities, and new trustees have much to learn. This session will provide an overview of new trustee responsibilities, including fiduciary responsibility; good governance; administration; and communicating with plan professionals and participants.


KatherineDaniel

Health Care Trends and Developments
Presented by Katherine A. Hesse & Daniel R. Brice

Click here to view this webinar.

Katherine A. Hesse, CEBS, ISCEBS-Fellow, CEBS Compliant, is a partner in the Law Firm of Murphy, Hesse, Toomey & Lehane LLP in Boston, MA, practicing primarily in labor and unemployment and employee benefits law.

Daniel R. Brice, Esq. is a partner and co-chair of the Employee Benefits Law Practice group at the Law Firm of Blitman & King LLP in Syracuse, NY, representing
benefit funds in complex ERISA litigation and other issues.

Staying updated on trends and developments that can affect your benefit fund is an ongoing responsibility of an effective trustee. This session will cover current trends and developments in the following areas: health care costs; legal/legislative update; prescription drugs; mental health; and communication requirements and best practices.


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Trustee Best Practices & Open Forum
Presented by Katherine A. Hesse, Daniel R. Brice & Ginger B. LaChapelle

Click here to view this webinar.

Katherine A. Hesse, CEBS, ISCEBS-Fellow, CEBS Compliant, is a partner in the Law Firm of Murphy, Hesse, Toomey & Lehane LLP in Boston, MA, practicing primarily in labor and unemployment and employee benefits law.

Daniel R. Brice, Esq. is a partner and co-chair of the Employee Benefits Law Practice group at the Law Firm of Blitman & King LLP in Syracuse, NY, representing
benefit funds in complex ERISA litigation and other issues.

Ginger B. LaChapelle is a partner with Blitman & King LLP in Albany, NY and is co-chair of the firm’s employee benefits department.

Leading an effectively run benefit plan requires a solid and practical understanding of business operations and process improvement. In this session, the attendees will leave with an understanding of business improvement strategies such as strategic planning; virtual board meetings; privacy and security; and COVID-19.


WELLNESS TRACK

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Wellness Resilience during Uncertain Times
Presented by Jen Arnold, M.S., R.D.

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Jen Arnold, M.S., R.D. is a podcast host, TED speaker, and the founder and chief executive officer of Redesigning Wellness, Inc., based in Raleigh, NC.

The common knowledge around wellness requires us to set routines, make plans, share goals, and make healthy changes to our environment. But what happens when the stress and uncertainty of living in a COVID-19 world makes these tasks impossible? This session will discuss strategies for resilience and help you identify opportunities to prioritize your well-being, including understand how uncertainty affects our behaviors; identify opportunities for wellness; and challenge the limiting beliefs that prevent us from pursuing wellness in the face of adversity.


Jessica

Physical Health & Self Improvement
Presented by Jessica Matthews, D.B.H, NBC-HWC

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Jessica Matthews, D.B.H., NBC-HWC is an assistant professor and director of the Master of Kinesiology in the Integrative Wellness program at Point Loma Nazarene University in San Diego, CA.

Physical health is an important component to overall well-being, but how does it affect other areas of your life, and what can you do to ensure you stay physically well? This session will explore common health concepts and discuss what they might mean for your exercise routine, including dimensions of wellness; chronic care and disease prevention; and lifestyle medicine.


Brenton

Pursuit of Financial Well-Being
Presented by Brenton D. Harrison

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Brenton D. Harrison is a financial advisor with Henderson Financial Group, Inc. in Brentwood, TN, focusing on health care practitioners, business executives and religious leaders.

Financial concerns are looming across the country due to the impacts of COVID-19. So, what does financial wellness look like when the way we work has changed and the risks of our environment are elevated? Is it still possible to plan for retirement or save for college? This session will explore these and more commonly asked questions, along with steps you can take to continue saving for a strong financial future such as trends in financial well-being; frequently asked questions about budgeting, savings and retirement; and strategies for a strong financial future.