Compliance Academy

The information below was for the 2015 Compliance Academy Sessions which have concluded. Planning for 2016 is in the works and, while the exact program will be different, it will cover the same kinds of topics. If you are interested in receiving more information when it becomes available contact us.

Compliance Specialist Detailed Program Compliance for Producers
Detailed Program
Faculty Bios Hotel Information


1. Compliance Specialist Boot Camp

Take your benefit compliance specialist to the next level

Who Should Attend?

Anyone in your firm whose focus is on employee benefits compliance.

June 15-17 | Minneapolis | Minnesota
$1695 per attendee

$1295 for current Benefit Comply retainer clients


Many employee benefits consulting and brokerage firms have internal staff members focused on compliance. Even firms who retain Benefit Comply find that combining our support with an in-house compliance resource can make the firm more attractive to clients. The Compliance Specialist Boot Camp is an intensive 3-day training session led by the legal and policy team at Benefit Comply. The program will give an opportunity for your compliance specialists to take an in depth look at the rules and regulations governing employee benefits. Attendees will interact with the experts from Benefit Comply, and other compliance specialists, as we discuss how your firm can help employers deal with the difficult issues they face.  The conference will include sessions on:

  • The Affordable Care Act
  • Section 125
  • Defined Benefit Arrangements
  • Plan Documents
  • HRA/HSA Rules, Controlled Group Rules
  • Discrimination Testing
  • and more

2. Compliance for Producers and Account Managers

Using compliance as a business development & revenue generation tool

Who Should Attend?

Employee benefits producers and sales staff, account managers, agency management and anyone else who wants to learn about using compliance as a sales and retention strategy.

June 18-19 | Minneapolis | Minnesota
$995 per attendee
$795 for current Benefit Comply retainer clients


Compliance has become one of the top issues employers consider when choosing a broker or consultant. This creates challenges for your firm, but also presents opportunities to attract new clients and even generate consulting revenue. Compliance for Producers and Account Managers is a fast paced 2-day program designed to provide producers, sales staff, and account managers with the knowledge they need to use compliance to their advantage. The program will provide important compliance related information but will not focus on the details and minutia of compliance rules. Instead you will learn new ideas about how to use today’s compliance challenges to grow your business.

This conference will include:

  • A high level overview of today’s most important compliance issues
  • ‘The AON Way’ – Learn how they used compliance to generate new business and additional revenue from a former AON compliance leader.
  • Case studies of compliance sales wins
  • Specific compliance ‘wedge’ ideas to use in sales
  • When is it legal advice and when isn’t it?
  • Generating revenue with compliance consulting