Compliance Update with Dan & Dot is a free live and on-demand webinar series tackling the biggest benefits compliance challenges of 2020 and beyond.

Looking for Season 1? Click here to sign up & view the webinar archive.
6 New State Healthcare Reporting Requirements

With Tax Reform’s elimination of the ACA’s Individual Mandate penalty, there are now a total of six states that have implemented their own Individual Mandate laws: California, District of Columbia, Massachusetts, New Jersey, Rhode Island and Vermont (as of October 2019).

Employers with employees residing in some of those states will need to report, file and/or furnish new reporting forms in 2020.

Learn about these new reporting rules and how to stay in compliance in 2020 and beyond.

Thursday, February 27, 2020
3:00 - 4:00 p.m. ET
1 SHRM PDC & 1 HRCI Credit
Corporate Synergies is a recognized provider of recertification credits. HR Certification Institute® pre-approved this program for 1 HR (General) credit towards aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™, and SPHRi™ recertification.
Cost-reducing Benefit Strategies in an Economic Downturn

Whether we’re on the brink of a recession or not, you can still protect your organization from audits, lawsuits and other costly mistakes if you need to downsize or lay off workers.

Join benefits compliance experts Dan and Dot along with industry expert and Benefits Advisor John Crable as we discuss compliant strategies for any downsizing, reduction-in-force (RIF) or severance situation, including COBRA, coverage alternatives (ICHRAs, MEC plans) and cost containment.

Wednesday, April 1, 2020
2:00 - 3:00 p.m. ET
1 SHRM PDC & 1 HRCI Credit

1:30 - 3:00 p.m. ET
This program has been submitted to the HR Certification Institute for review.
Making Sense of the EEOC’s New Proposed Wellness Incentive Rules
The EEOC is back with a vengeance in 2020. Significant new proposed wellness incentive rules, expected in late 2019, will likely require changes to your wellness, fitness and/or in-house medical programs. Join us for a lively discussion of the future of workplace wellness.
While we [rightly so] spend much of our energy focused on the hard dollar metrics of wellness and disease management, we sometimes lose focus on other side of wellness that can positively impact our employees and company culture: stress management, financial wellness and emotional health. More and more employers are looking at these critical aspects of wellness to help them maintain or improve their employees’ health and productivity in the workplace and increase their company’s profitability.
Tuesday, July 14, 2020
2:00 - 4:00 p.m. ET
2 SHRM PDC & 2 HRCI Credit
1:30 - 4:00 p.m. ET
HAPPY HOUR 4:00 - 5:00 p.m.
2 SHRM PDC & 2 HRCI Credit | Free Parking
This program has been submitted to the HR Certification Institute for review.
The Presidential Impact on Benefits in 2021
Regardless of who sits in the oval office come January of 2021, each administration term brings new initiatives and policy agendas, including Executive Orders and calls for agency action. Any of these may bring new rules impacting the future of your benefit plans. Speakers Dan & Dot will help you make sense of it all.
Tuesday, November 10, 2020
3:00 - 4:00 p.m. ET
1 SHRM PDC & 1 HRCI Credit
2:30 - 4:00 p.m. ET
1 SHRM PDC & 1 HRCI Credit | Free Parking
This program has been submitted to the HR Certification Institute for review.
About the Experts

Daniel Kuperstein
Senior Vice President of Compliance
Dan is an attorney with experience in a broad array of sophisticated employee benefits and labor and employment matters, including matters involving ERISA, the Affordable Care Act, COBRA, HIPAA and GINA compliance. His experience includes representation of both public and private companies, as well as health and pension plans.

Dorothy Summers
Senior Compliance Consultant
Dorothy works closely with clients to identify areas of non-compliance involving health and welfare plans, including ERISA health plans, COBRA, HIPAA privacy and security, and the Affordable Care Act and assists in developing a plan to bring the group into compliance.

John Crable
Senior Vice President
John consults with private and public sector employers, non-profit organizations, and associations in the design of cost-effective, value-driven benefit plans. He specializes in reducing cost through plan design study, claim analysis, creative funding and diligent negotiations.

Gary Cassidy
Director of Employee Education, Communications and Wellness
Gary works closely with account management teams to develop communication and wellness strategies that drive positive changes in workforce behavior and help clients control benefit costs. These programs heighten benefits literacy, enabling employees to properly enroll in, understand and use their benefits.

Corporate Synergies SHRM Credits
Corporate Synergies is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP.

Corporate Synergies Continuing Education HRCI credits
HR Certification Institute’s® ( official seal confirms that Corporate Synergies meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®.