This is a no charge event, but registration is required for security purposes.
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Best Practices for 401(k) Financial Wellness
Understanding your Fiduciary Responsibilities and examining the changing landscape of retirement plans
Hosted by The Maddelena Group at Morgan Stanley
Promotional Sponsor: Westchester Women's Bar Association
· ERISA, IRS and DOL requirements
· The Implications of signing the 5500
· Preparing for a DOL audit
· Trends for 401(k) and other qualified retirement plans
· Risk Mitigation techniques to reduce personal liability as a plan sponsor
· Selecting and monitoring service providers
· How to help your employees become financially fit
Program Moderated by:
Lawrence W. Bahr, CFP®, CRPS®
Corporate Retirement Director; Financial Advisor,
The Maddalena Group, Morgan Stanley Wealth Management
Jim Kais, Managing Director, Retirement Practice Leader Transamerica
“Asset pooling: A new era for retirement plans”
Ruben Gonzalez, Retirement Director, Janus Capital Group
“Recent Case Studies in Fiduciary Failures: Why Plan Sponsors Are Being Sued and the Importance of Process”
Timothy J. Desmond, CPA, Partner, Director of Employee Benefit Services PKF O'Connor Davies, LLP,
“Pointers for Fiduciaries from the Auditor”
Historically, fewer women than men have chosen careers in STEM fields. The good news is that with greater public awareness of this disparity, attitudes may be changing. And with Westchester County emerging as a significant biotech and health tech hub, the Westchester County Association (WCA), Westchester’s preeminent business leadership association, is working hard to encourage women to enter STEM careers.Two years ago, the WCA inaugurated the...
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Take advantage of this great opportunity to enter an engaging, in-demand field! This online CPC course, offered through AAPC, includes all course preparation leading up to the CPC Certification Exam - the gold standard for medical coding in a physician office setting. Additionally, this course includes the Practicode CPC-A module, which upon completion, will remove the "A" (Apprentice) designation from the certification.
Online Registration is now closed, walk-ins are welcome.
One of the biggest hurdles entrepreneurs face is getting your innovative products and ideas before the people who can actually buy them. Now, health tech entrepreneurs, developers, and startups get to pitch their Big Ideas to the region’s leading healthcare decision makers and get co constructive feedback in real time. This type of access is happening in Westchester County, where the Westchester County Association, healthcare, biotech, business, and education sectors are all collaborating to grow the region’s vibrant Innovation Economy.
Here's your chance to brush up on Big Data and Healthcare Analytics! Back by popular demand, The Hudson Valley Workforce Academy is offering its previously sold-out course--Healthcare Analytics. This course focuses on the rich clinical and business sources of ‘Big Data’ available in the healthcare industry. Participants will learn the value of using data to make informed business decisions in the areas of operations management, planning, and strategic initiatives.
The course is designed for healthcare managers with little-to-no experience with analytics, and will be taught by various faculty and industry experts over a 5-week period at 1133 Westchester Avenue in White Plains, running Wednesdays June 29, 2016 through July 27, 2016.
Classes will explore specific topics such as the difficulties of managing and building data environments; the use of value-added classification systems; and the queries upon which decision support, epidemiology, and research capabilities are built. The fee is $595 per participant for this 5-week session.