top of page
Fiduciary Bootcamp for Plan Sponsors

Fiduciary Bootcamp for Plan Sponsors

Complimentary lunch provided!

Speakers:  Jamie Greenleaf
Learn About:
  • Fiduciary Responsibility

  • Legal & Regulatory Updates

  • TPA Compliance

  • Risk Management

  • Avoiding Litigation

  • Document Management

  • Following Best Practices

  • Strategic Awareness


Speakers:  Ron Templeton & Thomas Wudarski
Learn About:
  • Need for Transparency

  • Understanding Your Data

  • Continuous Monitoring

  • TPA Accountability

  • Provider Insights

  • Point Solution Oversight

  • Trends in Your Spend

  • Identifying New Opportunities

Event Brochure: 

bottom of page