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Upcoming Events

Health Care Reform Compliance Update

February 28, 2017 — WEBINAR, 10:00 to 11:00 am PT. Presented by John Garner, Bolton's Chief Compliance Officer. In this webinar, you'll learn about predictions for the near future regarding efforts to repeal and replace the Affordable Care Act. You'll also learn about the current status of health care reform requirements, recent guidance on reporting requirements, cost-of-living changes, out-of-pocket limits, penalties, how to appeal notices from the Department of Health and Human Services, and much more. REGISTRATION REQUIRED


Charter Schools Forum 2017

March 3, 2017 — March 3 and May 18 at Bolton's Pasadena Headquarters. The LCAP Academy is a three-day institute (this is the 2nd of three sessions) providing guidance & training in the required update of your school's LCAP with an emphasis on an authentic, continuous improvement process aligned with charter renewal, rather than one driven by compliance alone. The Academy will cover new changes affecting how your school's LCAP is reviewed & monitored, as well as the latest changes in State accountability. Registration Fee covers up to 3 individuals from the same school. 10% off with Bolton Discount Code BOLTONCSRM17.


BAN Webinar: HR Trends

March 8, 2017 — Presented by our partner, Benefit Advisors Network. In the ever-changing world of HR Trends, Bobbi Kloss presents current information on non-traditional benefits, LOA practices, EEOC and the DOL. Educate yourself on top trends in Human Capital Management (HCM), and what should you be focusing on for your workforce needs. REGISTRATION REQUIRED


BAN Webinar: How to Prepare for a Department of Labor Welfare Plan Audit

April 12, 2017 — Presented by our partner, Benefit Advisors Network. What agencies audit? Who do they audit? When and why? Where and how? What does the DOL Welfare Plan audit? Join Stacy Barrow, Esq. for a special webinar that answers those question, and discuss how to prepare for a DOL Welfare Plan audit. Attendees will gain insight into the audit process, learn how plans get selected for audit, and best practices for audit survival. REGISTRATION REQUIRED


Bolton Foundation Throw Down 2017 in The Rose Bowl

May 9, 2017 — The Bolton Foundation is once again hosting our fundraiser ON the ROSE BOWL football field! "The Bolton Throw Down" is an official cornhole tournament that will raise money for local nonprofits. This event offers a chance to compete, mix and mingle with our partners and local business leaders while enjoying great food and drinks during the Foundation's largest annual fundraising effort! Be a sponsor, enter a team or participate as a spectator! Sponsorships & Teams are limited,and the registration deadline is 4/14/17.


BAN Webinar: Handbooks - Deeper Dive

May 10, 2017 — Presented by our partner, Benefit Advisors Network. Bobbi Kloss offers an overview of NLRB issues in this special webinar. You'll be exposed to the core concepts of developing a handbook: tying policies to the mission and culture of your organization and maintaining compliance. REGISTRATION REQUIRED


Charter Schools Forum 2017

May 18, 2017 — Bolton's Pasadena Headquarters. The LCAP Academy is a three-day institute (this is the 3rd of three sessions) providing guidance & training in the required update of your school's LCAP with an emphasis on an authentic, continuous improvement process aligned with charter renewal, rather than one driven by compliance alone. The Academy will cover new changes affecting how your school's LCAP is reviewed & monitored, as well as the latest changes in State accountability. Registration Fee covers up to 3 individuals from the same school. 10% off with Bolton Discount Code BOLTONCSRM17.


BAN Webinar: Affordable Care Act Update - What's New with the ACA

June 14, 2017 — Presented by our partner, Benefit Advisors Network. Join Stacy Barrow, Esq. as he provides attendees with insight and understanding during this informative webinar. Stacy discusses top compliance issues in 2017, new legal and regulatory updates in employee benefits, and recent court cases of interest. REGISTRATION REQUIRED


BAN Webinar: Assessing Health Claims Risk, Part 1

June 28, 2017 — Presented by our partner, Benefit Advisors Network. Join Dr. Bruce Campbell for a special, two-part webinar series assessing and mitigating health claims risk. In this first webinar, Dr. Campbell will discuss the keys to Assessing Risk including health risk assessment, biometrics, the general health profile of existing health membership, and the pool of high probability claimants that could generate high cost. REGISTRATION REQUIRED


BAN Webinar: Mitigating Health Claims Risk, Part 2

July 26, 2017 — Presented by our partner, Benefit Advisors Network. In the second of this 2 Part Assessing and Mitigating Health Claims Risk, webinar series, Dr. Bruce Campbell provides guidance on Mitigating Health Risk. Attendees will gain an understanding of value based insurance design, optional programs from the health plan and pharmacy benefits manager, when it is appropriate to hire an external vendor and who they should be, and various health promotions to engage with employees and boost morale. REGISTRATION REQUIRED


BAN Webinar: Legalities of Creative Benefit Designs: Wellness Programs that comply with DOL, ADA and GINA Rules

August 9, 2017 — Presented by our partner, Benefit Advisors Network. Join us for an overview of the legal and regulatory guidelines for wellness programs set forth by the U.S. Department of Labor and the Equal Employment Opportunity Commission. Learn how different types of wellness programs trigger application of rules under HIPAA, ADA and GINA. We'll provide a review of the limits on rewards under DOL & EEOC rules. There will be a discussion of the notice requirements applicable to wellness programs and they'll touch on recent court cases of interest. REGISTRATION REQUIRED


BAN Webinar: Introduction to Consumer Directed Healthcare and Account-Based Plans: HDHPs, HSAs, FSAs and HRAs

October 11, 2017 — Presented by our partner, Benefit Advisors Network. Stacy Barrow, Esq. offers an introduction to consumer directed healthcare including: Background on Consumer Directed Healthcare, HSA Eligibility and Contribution Rules, Using HSA Funds, Employer Contributions to HSAs, and HRAs & FSAs under the ACA, REGISTRATION REQUIRED


BAN Webinar: End of Year Compliance Round-Up

December 13, 2017 — Presented by our partner, Benefit Advisors Network. Stacy Barrow, Esq. will provide webinar attendees with an update on legal and regulatory changes under the ACA in 2017, a review of other agency guidance in 2017 applicable to health and welfare plans, updates on recent court cases affecting health and welfare plans, and what to expect for 2018. REGISTRATION REQUIRED


Please note: Seminar dates and locations are subject to change.