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Investments and advisory services offered through CBIZ Financial Solutions,
Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ
Retirement Plan Advisory Services. CBIZ Financial Solutions, Inc. is a
subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)
College and University Professional Association for Human Resources (CUPA-HR) since 2012
– Attendees of these
conferences are from the Higher Education industry and 87% of them influence or make the final decision on
purchasing HR products and services. We sponsor CUPA-HR at National, Regional and Local levels and have attended
conferences across the USA.
o
Midwest Region CUPA-HR
- Member, Conference Sponsor and Exhibitor
o
Eastern Region CUPA HR-
Member, Conference Sponsor and Exhibitor
o
Southern CUPA-HR
- Member, Conference Sponsor and Exhibitor
o
National CUPA-HR Expo
- Member and Exhibitor
o
Numerous State Chapters CUPA-HR
- Member, Conference Sponsor and Exhibitor
Council of Independent Colleges, Conference: Catalysts for the Common Good 2013
– Independent colleges and
universities have remarkable track records of preparing engaged citizens and experts in fields of national priority.
Attendees of these conferences learn about independent college’s commitment to the liberal arts, reasoned debate,
and participatory decision making, and how independent colleges and universities serve the needs of society. They
also discuss the needs of these institutions and offer information about the different HR resources available.
Healthcare Financial Management Association (HFMA)
- With more than 40,000 members, the Healthcare Financial
Management Association (HFMA) is the nation's premier membership organization for healthcare finance leaders.
HFMA builds and supports coalitions with other healthcare associations and industry groups to achieve consensus on
solutions for the challenges the U.S. healthcare system faces today. Working with a broad cross-section of
stakeholders, HFMA identifies gaps throughout the healthcare delivery system and bridges them through the
establishment and sharing of knowledge and best practices.
National Association of Independent Schools (NAIS) -
The National Association of Independent Schools (NAIS) is a
nonprofit membership association that provides services to more than 1,800 schools and associations of schools in
the United States and abroad, including more than 1,500 independent private K-12 schools in the U.S.
National Business Officers Association (NBOA)
- NBOA is the only national association focused exclusively on
supporting independent school business officers and business operations staff, and fostering financial and operational
excellence among independent PK-12 schools.
TIAA Consultant Advisory Council 2013-2016
– This council was established in September 2013 as a forum through
which senior representatives of our consultant partner firms could meet with the TIAA senior management to discuss
topics of mutual interest.
Employee Benefits Institute 2013: 27th Annual Conference
– The Employee Benefits Institute (EBI) is a not-for-profit
organization that works in collaboration with the University of Missouri-Kansas City School of Law Continuing Education
to provide educational forums for employee benefits, human resources, legal and other business professionals.
CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. market investment advisory,
third party administration, actuarial and other corporate retirement plan services. Investments and advisory services
offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ
Retirement Plan Advisory Services. CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)
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