803: Compliance Bootcamp - Fundamentals of HR, Leave, and Benefits

2025 Annual

The rules governing HR and benefits are confusing and complex. It is difficult to understand how they all fit together as coherent rules and how to apply them in various situations. Many learn ad hoc as the need arises leaving a confusing tangle of seemingly contradictory rules.

This session will provide a high-level overview of the basics of HR and benefits compliance. It will provide attendees an understanding of the structure of the core HR and benefits rules, how they work together, and how to apply them in specific situations.

The program will cover the core HR, leave, and benefits requirements that all HR professionals should know. The presenters will give the attendees a structure to bring some order and understanding to the seemingly arbitrary rules associated with HR and benefits compliance. Knowing the internal structure and logic of individual rules and regulations helps to broaden and clarify the rules when applying them to specific instances.

Learning Objectives:

  • Learn the overall structure, organization and methodology (versus just a recitation of specific rules) of ERISA, IRC and other laws and regulations that govern employee benefits and be able to apply to specific situations.
  • Learn the overall structure, organization and methodology of the core HR rules and requirements and be able to apply to specific situations.
  • Learn the basics of the various paid leave requirements in the various states and other jurisdictions and how they interact with the federal rules and be able to apply in specific situations.
Date(s) & Time(s): 
Sunday, June 29, 2025 - 8:00am to 12:00pm
Presenter: 

Jay M. Kirschbaum

Jay M.
Kirschbaum

Jay has more than 30 years of experience as a tax attorney specializing in employee benefits.  Prior to joining World, Jay was a Sr. VP and Senior ERISA Attorney with Lockton was previously the national practice leader for the legal and research team at WT.W

Jay served as a Peace Corps volunteer and business consultant from 1979 to 1982. 

He has an LL.M.  in taxation from New York University School of Law, J.D. with distinction from the University of Arizona College of Law and a BSBA from Washington University in St. Louis.  Jay is the former Chair of the American Benefits Council, an adjunct professor of employee benefits in the LL.M. program at Washington University School of Law.

 

 

 

 

Marina A. Galatro

Marina
Galatro

Marina Galatro brings 25 years of experience as a trusted HR advisor providing strategic consultative services. Her experience combines effective recommendations and support to companies on a variety of topics including federal and state compliance, HR and payroll outsourcing, leave of absence, compensation, paid time off, performance management, policy and procedure development, and training and development.

Marina is passionate about compliance, leave management and assisting companies to develop HR strategies that drive transformation and elevate the workforce experience. She has met with state assembly members to discuss pending workplace legislation and how it may impact the HR profession.

 

Location: 
Additional Fee and Registration Required
Session Type: 
Preconference Workshop
Intended Audience: 
Intermediate
Hide from On Demand: 
Availability: