HORAN - Education Catalog January to June 2016

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H O RAN Ed u ca t i o n C a t a l o g J a n u a r y t o J u n e 2 01 6

CHARTING THE COURSE OF YOUR FUTURE THROUGH EDUCATIONAL OPPORTUNITIES In Pursuit of What Matters Most.


January to June 2016 Course Offerings

The following is a selection of HORAN’s educational offerings. Please visit our website at www.horanassoc.com for additional education opportunities.

HORAN Health Management Best Practices Symposium FEB 9

February 9, 2016 HORAN will reveal the findings of the 2015-2016 HORAN Health Management Best Practices Survey. More than 100 organizations, spanning 13 industries and representing over 75,000 employees, recently participated in the first ever comprehensive regional survey of its kind. The symposium will feature a keynote presentation from one of the world’s most influential people in health and wellness—Dr. David Katz, the Founding Director of Yale Prevention Research Center, President of the American College of Lifestyle Medicine and Director of the Integrative Medicine Center.

Approved for 2.5 HRCI credits The Cintas Center Xavier University 1624 Herald Avenue Cincinnati, Ohio 45207 8:30 AM to 11:30 AM

Onsite Clinics: Turning an Upfront Investment into Long-Term Savings MAR 10

March 10, 2016

Utilizing Technology to Enhance Health Benefits Delivery APR 6

A panel will discuss case study examples that detail best practices, trends, results and key learnings from the implementation of employer-sponsored clinics. Attendees will also learn how to address the challenges of employerprovided clinics.

8:30 AM to 11:00 AM

This seminar will provide an overview of trends and solutions to improve and increase efficiency in the delivery of health benefits. 1.5 HRCI credits pending The Cintas Center Xavier University 1624 Herald Avenue Cincinnati, Ohio 45207

2.0 HRCI credits pending DoubleTree by Hilton Hotel Cincinnati Airport 2826 Terminal Drive Hebron, KY 41048

April 6, 2016

8:00 AM to 10:00 AM

Business Succession PlanningCreating a Strategy to Protect the Future Growth of Your Business APR 29

April 29, 2016 This seminar is designed to provide insights on how to create a formal plan to ensure continuation of a closely held business and protect the interests of business owners upon the death or disability of an owner, partner or key employee. Topics will include Buy-Sell Agreements, Business Valuation, Estate Tax Planning and Key Person Insurance. 1.5 HRCI credits pending; 1.5 CPE credits approved Metropolitan Club 50 East Rivercenter Boulevard #1900 Covington, KY 41011 8:00 AM to 10:00 AM


Special Education Series Watch for an invitation to these special opportunities in your email inbox.

Kentucky Roundtable Series Strategic Use of Qualified Retirement Plans for Beneficial Tax Purposes MAY 5

May 5, 2016

Affordable Care Act and Compliance Update JUN 16

This seminar is designed to provide insights on efficient-use of the tax code to design retirement plans for privately-held organizations. 1.5 HRCI credits pending; 1.5 CPE credits approved

June 16, 2016 This seminar is designed to provide you with information to help you understand the employer mandate reporting required by applicable employers and other employer disclosure requirements. 1.5 HRCI credits pending

Hyde Park Country Club 3740 Erie Avenue Cincinnati, Ohio 45208

Cooper Creek 4040 Cooper Road Blue Ash, Ohio 45241

8:00 AM to 10:00 AM

8:00 AM to 10:00 AM

Innovative Solutions to Positively Global Mobility: Building A Impact Health Care Cost Trends Globally Competitive Talent and Mitigate Risk Organization MAY 19

May 19, 2016 This seminar will provide an overview of reporting requirements, technology solutions to increase efficiency in the delivery of health benefits, global mobility & international benefits, health management strategies and employer-sponsored clinics. 2.5 HRCI credits pending Dayton Racquet Club (8:30 AM to noon) 40 North Main Street Dayton, OH 45423 Fort Piqua Plaza (1:00 PM to 4:30 PM) 308 North Main Street Piqua, OH 45356

Economic & Market Update MAY 26

May 26, 2016 Dr. Abdur Chowdhury, Chief Economist at Capital Market Consultants, Inc. and HORAN’s Economic Research Partner will speak about the most pressing fiscal issues as well as discuss the future economic outlook. Time and Location TBD

JUN 23

June 23, 2016 HORAN is sponsoring a global mobility symposium with the European American Chamber of Commerce for companies of all sizes who have employees traveling internationally. The seminar will cover the importance of building a global mobility strategy to include talent management, best practices, risk mitigation and corporate policy. 2.5 HRCI & CLE credits pending, 2.5 CPE credits approved Queen City Club 311 East Fourth Street Cincinnati, OH 45202 8:00 AM to 11:00 AM

The Kentucky Roundtable series is designed to provide Kentucky businesses with an intimate forum on a quarterly basis to discuss topics such as Wellness in the Workplace, Reference Based Pricing and Reporting Requirements and Deadlines. All roundtables take place in the HORAN Conference Room at the Northern Kentucky Chamber of Commerce.

Small Business Solutions Roundtable Series The Small Business Solutions Roundtable series is an educational forum designed exclusively for organizations with fewer than 100 employees. Past topics have included Making Wellness Work for Your Organization and Health Care Reform’s Impact on Renewal Strategy. The roundtables take place on a quarterly basis at HORAN Corporate Headquarters.

Health Management Roundtable Series The Health Management Roundtable is designed to create an educational forum for employers to discuss best practices for employer-sponsored wellness programs. Past topics have included Addressing Your Company’s Wellness Priorities and Establishing the Proper Foundation for a Successful Wellness Program.

United Benefit Advisors (UBA) Webinars The United Benefit Advisors (UBA) webinars are available free of charge for HORAN clients and friends of the firm as a result of HORAN’s partnership with UBA. These webinars occur throughout the year and cover a variety of topics such as FMLA, Managing Benefit Costs and Getting the Most Out of Your Vision Benefit. Each webinar is submitted to the Human Resource Certification Institute to qualify for 1.25 recertification credit hours. HORAN is committed to being proactive in educating our clients, partners and friends of the firm on timely and relevant topics. As a result, HORAN’s Education Catalog is subject to change. HORAN reserves the right to add and cancel seminars if necessary.


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