HR & Finance Educational Events

attendees at Corporate Synergies' live forum in NYC

Learn from respected employee benefits experts while you earn SHRM PDCs and/or HRCI credits for select HR & Finance continuing education events, free of charge.

View upcoming events below or view our on-demand webinar library here.

The Leave Law Lab

A 3-part webinar series on mastering FMLA, ADA, PFML & paid leave laws, responsibilities and compliance.

Sponsor
Mar
01
Sunday, March 01, 2026
12:00
p.m.

3:00
p.m.
ET

Join us in Orlando, FL at the premier gathering of independent school business leaders. Stop by our booth #519 for hands‑on fun, giveaways and exciting prizes.

Presented by:
Matthew Strain, Kelly Hoffman
Sponsor
Mar
19
Thursday, March 19, 2026
12:00
p.m.

2:00
p.m.
ET

Join us in Philadelphia, PA to learn industry best practices and connect with fellow HR professionals and business leaders. Visit us at Booth #26 for giveaways and prizes!

Presented by:
Stephen Horvat, Nick Santaniello
Forum
Mar
26
Thursday, March 26, 2026
9:00
a.m.

5:00
p.m.
ET

Join us for exceptional employee benefits and financial wellness education, including The Employer Risk Equation: managing financial, fiduciary and workforce risk across retirement and employee benefits. Our engaging and accredited Annual Forum will be presented by expert faculty, delivering usable guidance for these symbiotic HR and Finance situations: Specialty Rx Costs & Reference-Based Pricing401(k) Match StrategyCaptives and Financial ReportingA Retirement-Ready Workforceand Converging Financial Exposures in Retirement & Benefits Programs. 

Presented by:
Corporate Synergies & Advus Financial Partners
Webinar
Apr
14
Tuesday, April 14, 2026
3:00
p.m.

4:00
p.m.
ET

Panel discussion with 4 employee benefits experts discussing high-performance provider navigation programs, J-code drugs and related cost considerations, and GLP-1 medications and emerging utilization trends.

More info coming soon. Click below to be added to our invitation list.

Presented by:
Harrison Newman
Forum
Apr
29
Wednesday, April 29, 2026
9:30
p.m.

1:30
p.m.
ET

Join us at American University in Washington, D.C. for our Annual HR & Finance Forum for exceptional education on more than just employee benefits. You’ll attain CE credits and valuable networking with industry peers, including lunch and post-event reception.

More info coming soon. Click below to be added to our invitation list.

Presented by:
Corporate Synergies experts & partners
Forum
May
20
Wednesday, May 20, 2026
9:00
a.m.

5:00
p.m.
ET

Join us in New York City for our Annual HR & Finance Forum for exceptional CE accreditation on more than just employee benefits. Enjoy breakfast, lunch, and post-event reception for networking opportunities with your peers.

More info coming soon. Click below to be added to our invitation list.

Presented by:
Corporate Synergies experts & partners
Webinar
Aug
04
Tuesday, August 04, 2026
2:00
p.m.

3:00
p.m.
ET

ERISA attorney and employee benefits expert Dan Kuperstein discusses updates to employee benefits compliance transparency rules and reporting.

More info coming soon. Click below to be added to our invitation list.

Presented by:
Daniel Kuperstein
Webinar
Oct
06
Tuesday, October 06, 2026
3:00
p.m.

4:00
p.m.
ET

ERISA attorney and employee benefits expert Dan Kuperstein discusses reproductive healthcare compliance updates. More info coming soon.

Presented by:
Daniel Kuperstein

2025 HR & Finance Forums

BEYOND BENEFITS

Expand Your Horizons >>

Check back soon for more employee benefits educational events.

View on-demand webinars covering a variety
of trending employee benefits topics.

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On-Demand Events Library

As part of our commitment to educating HR & Finance professionals, we’ve made our events library accessible on demand. Click below for the recordings.

February 12, 2026

September 09, 2025

August 27, 2025

August 21, 2025

August 13, 2025

July 29, 2025

July 16, 2025

April 10, 2025

March 11, 2025

Optimizing Benefits Management: A Year-Round Strategy for Employers

Presented by: Eileen Scoggins, Director of BenefitsVIP®, Gary Cassidy, Director of Wellness and Employee Education & Communications, Brian Reuter, Senior Account Manager

Navigate the annual benefits lifecycle with ease! Join us as we explore key actions to maintain focus throughout the year, from post-enrollment debriefs to pre-renewal planning, and from strategies to enhance participant engagement to ensuring employees maximize their benefits with confidence.

Looking for Even Earlier Events?

Please contact your Corporate Synergies Account Manager or call 877.426.7779.

BenefitsVIP® ID Card Request

Matt McCuen

National Executive at Imagine360

Matt McCuen is an industry veteran, with over 30 years of experience in the self-funded space.  

As the National Marketing Executive for Imagine360, Matt works with self-funded employers across the nation to improve the benefits they offer to their employees and families. 

Imagine360 is the leading provider of employer-sponsored health plan solutions that deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration.  

Greg Santulli

CEO of Rx Valet

Greg Santulli is the CEO and Co-Founder of Rx Valet, an industry leading Pharmacy Cost Savings company. Greg has over 30 years of experience in healthcare and pharmacy. His leadership has positioned Rx Valet as the one of the leading providers of Pharmacy Cost Containment, low-cost access to medications and a successful pharmacy benefit manager. His company’s approach is to engage all parties involved to provide unprecedented results. 

Mitch Lamoriello

VP Wealth Advisor at Advus Partners

Mitchell has innovation in his bones. He understands the unique challenges and circumstances clients face in their financial lives, and is passionate about discovering new ways his family firm can help serve a changing investor and investment marketplace.

As an investment specialist, Mitchell sits on the Advus’ investment committee. He also is responsible for assisting in the firm’s qualitative and quantitative due diligence process and contributing to the research on capital markets and global economic conditions. His knowledge base in investments provides him with a strong foundation to help answer client questions and navigate issues with their portfolio. As he spends more time with clients, Mitchell understands the importance of achieving goals and has expanded his knowledge, skills and approach beyond investments to encompass holistic financial planning.

andy rhea

Andy Rhea

President of Align Risk Solutions

Andy is the President of Align Risk Solutions. Prior to the formation of Align, Andy served as General Counsel to the Captive Insurance Division for the Tennessee Department of Commerce and Insurance. He began his legal career with the Mississippi Insurance Department and in private practice. He is a licensed attorney (in both Tennessee and Mississippi) and holds the Associate in Captive Insurance designation. Andy is very active in various captive insurance associations, currently serving as the President of the Tennessee Captive Insurance Association. Andy is a graduate of Mississippi State University where he received a BBA and MBA, and he earned his law degree from the University of Mississippi. During the feasibility and formation phases of Align’s process, Andy is involved in all regulatory, business plan and application functions. Ongoing, Andy is responsible for corporate governance, regulatory matters, and client relationships. 

Andrew Zito

President/CEO – Advus Fincancial Partners

Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it. From applying technology to solve business problems to working with plan sponsors to untangle complicated situations, he thrives on finding efficient and effective solutions.

Andrew oversees the operations of Advus, translating the firm’s vision and objectives into actionable processes. His responsibilities encompass technology solutions, business processes, service standards and human resources. He also is directly responsible for the retirement plan division and settingits strategic direction.

Andrew specializes in the qualified retirement plan aspect of the Advus business. Throughout his career, he has worked with retirement plans in a variety of different capacities. He began his career as an intern at Advus (formerly LAMCO Advisory Services, Inc.) assisting with compliance testing. He then spent several years working on platform conversions for retirement plans before moving into his present consulting role. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.