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CONF I DENT I A L │ PAGE 36
Joplin Schools RFQ – Group Benefit Broker/Consultants
3. Have you or any of your employees that will be assigned to the District participated in any conferences
that pertain to governmental entities and benefit issues either as a presenter or member?
CBIZ employees consistently stay up-to-date on the latest innovations and trends in the industries they work on. The
team specifically assigned to this engagement has extensive experience in implementing health and welfare benefit
plans to public entity clients and have attended and spoken at several conferences. These include NACO, MOASBO,
MASA, School Symposiums, etc.
CBIZ supports continuing education and professional growth and development. Our associates undergo regular
education and training including:
CBIZ University
In-house seminars and webinars
Compliance newsletters and e-alerts
such as EBIA Weekly, BenefitsLink, etc.
Continuing education
Business and job-specific training
4. Has or does your firm put on any benefit seminars whereby the District could send a representative?
CBIZ aims to be constantly providing our clients with information on industry-relevant topics to keep them updated in
the ever-changing landscape of Employee Benefits. Aside from a variety of communications throughout the year that
address regulations, wellness, and a variety of industry topics, CBIZ launched the Executive Advantage Series (EAS).
These quarterly events are designed to address topics that regularly affect our clients. Topics included “The Power of
a Multi-Generational Workforce” and “Learn how to build a Thriving Work Culture.” Industry leaders are invited to
give expertise in their designated areas, and questions are encouraged throughout the events. The January seminar
was a huge success. Expert panelists addressed the opioid epidemic and how it is affecting healthcare nationally
and for local employers.
We also regularly invite our school district clients to attend our “Benefits Management Academy” where we present
on a topic of interest to Districts, and encourage our clients to share their internal practices and concerns with
members of the group. In addition, CBIZ hosts a monthly webinar series. Our 2018 topics can be found in Exhibit F.