Upcoming Market Insights Webinars
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2026-12-9 2026 End of Year Compliance Roundup
During our final compliance webinar of our 2026 Educational Webinar Series, Stacy H. Barrow, Esq. provides an overview of significant compliance topics in 2026, along with a look at what to expect in 2027. Stacy will review legal and regulatory changes under the ACA and other laws applicable to health and welfare plans and offer thoughts on what to expect in 2027.
1/13/2027 Overview of ACA Reporting Requirements
In this webinar, Stacy H. Barrow, Esq., will provide an overview of ACA reporting requirements for both large employers and self-insured plans. Stacy will review relief from furnishing forms to employees, electronic reporting requirements, the reporting forms (1094-B, 1095-B, 1094-C, and 1095-C), indicator codes, and applicable affordability safe harbors. Other topics covered include how to report waiting periods/initial measurement periods, COBRA participants and post-employment coverage, and how to correct reporting mistakes.
1/20/2027 HR Risk & Compliance Check-Up
Is your organization’s HR house ready for the year ahead?
Whether strengthening your own agency or helping a client manage risk, identify workforce, policy, and compliance changes that may require attention.
2/10/2027 HIPAA Privacy & Security Overview
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 in the event of a PHI breach.
Who are you at risk of losing—and what would make them stay? Retention is an agency issue and a client issue. Explore how to identify critical talent, understand why employees leave, and use feedback to strengthen the workforce.
3/10/2027 Performance Management
Are managers addressing performance issues consistently? Strong performance management supports agency operations and client relationships. Explore consistent approaches to coaching, documentation, accountability, and difficult conversations.
4/7/2027 2027 State of the Employee Benefits Industry
Join Perry Braun for a Business Wellness Check-Up as organizations prepare for the 2028 budgeting season. This fast-paced, data-driven briefing will spotlight the trends that matter most in 2027—separating the noise from the signal—and highlight where forward-looking leaders are placing their bets.
4/14/2027 Compensation & Pay Practices
Are your compensation practices competitive, consistent, and sustainable? Compensation affects recruiting, retention, engagement, and profitability. Examine pay practices and identify questions advisors can bring to clients.
5/12/2027 Employee Benefits Compliance Update
During this webinar, Stacy H. Barrow, Esq., BAN’s Director of Compliance, will update attendees on health and welfare plan compliance issues, including the sweeping pharmacy benefit manager (PBM) reforms enacted under the Consolidated Appropriations Act, 2026. Stacy will also discuss what fiduciaries should be doing now to prepare their PBM contracts and governance processes ahead of the 2029 effective date for calendar-year plans.
5/26/2027 Employee Experience & Engagement
What are employees telling you about their experience? Employee experience matters inside the business. Learn how to gather meaningful feedback and turn insights into action.
6/9/2027 Leadership Development
Are your managers equipped to lead the workforce you’re building? Businesses need leaders who can manage performance, navigate change, develop talent, and create accountability. Assess
leadership capabilities and development needs.
7/14/2027 Surviving a DOL Audit of Your Group Health Plan in 2027
During this informative webinar, Stacy H. Barrow, Esq., BAN’s Director of Compliance, will provide an overview of the process that occurs when the DOL decides to audit or investigate a group health plan for compliance with ERISA and other federal laws governing employee benefit plans. Attendees will gain an understanding of what the DOL looks for during an audit, how to best prepare for one, and which areas are subject to the most scrutiny.
7/21/2027 Handbook & Policy Review
Do your policies reflect how you actually operate today? Growth, technology, remote work, and changing workplace practices can quickly make policies outdated. Review whether business policies match current operations.
8/25/2027 Workforce Planning & Organizational Growth
What will your workforce need to look like 12–24 months from now? Connect growth plans to people strategy. That may mean scaling capacity and developing talent, staffing, structure, succession, or new capabilities.
9/8/2027 Overview of Section 125 Cafeteria Plans
Join BAN’s Director of Compliance, Stacy H. Barrow, Esq., for an informative webinar on Section 125 “cafeteria” plans. Stacy will discuss which benefits can and cannot be offered under a cafeteria plan, the various nondiscrimination rules that apply to cafeteria plans or FSAs, and how to correct mistakes and administrative errors. He will also review certain difficult-to-administer midyear election changes.
9/22/2027 Benefits + HR Alignment
Does your total rewards strategy support your workforce strategy?
Benefits are part of the employee value proposition. Explore how benefits, compensation, culture, and workforce priorities work together.
10/13/2027 Year-End Compliance & Risk
If you were audited tomorrow, where would you be most vulnerable? Use year-end as a proactive risk-management opportunity. Assess your HR practices and identify areas that need attention.
11/10/2027 Strategic Planning & Budgeting
What “people” priorities need to be funded next year? People strategy belongs in the business plan. Explore how businesses can prioritize HR investments, align resources with business goals, and build a practical people-focused budget.
12/8/2027 End of Year Compliance Roundup
During the final compliance webinar of our 2027 Educational Webinar Series, Stacy H. Barrow, Esq. will provide an overview of significant compliance topics in 2027, along with a look at what to expect in 2028. Stacy will review legal and regulatory changes under the ACA and other laws applicable to health and welfare plans.
12/15/2027 Year In Review & 2028 HR Strategy
What worked, what didn’t, and what needs to change? Close the year by looking at workforce results, lessons learned, and emerging priorities. Strengthen the business’s people strategy as you plan for the year ahead.
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