You're invited to join us @ HUB Phoenix 2025 Compliance and Benefits Summit, Feb 12!

As the legal and regulatory landscape continues to shift, employers and organizational leaders face mounting challenges. Staying ahead means not only understanding these changes but also implementing strategies to build an engaged workforce and maintain compliance. That’s why the HUB Arizona team is excited to invite you to the HUB Phoenix 2025 Compliance and Benefits Summit—a must-attend event for anyone looking to future-proof their organization.

Why You Should Attend

The road to compliance and benefits success is paved with complexities, but the HUB Arizona team is here to simplify the journey. This summit offers a rare opportunity to gain expert insights on key topics affecting your business today and in the future.

Here’s what you’ll take away:

• Managing Fiduciary Risk: Learn how to safeguard your health and welfare plans in an era of increased litigation and regulatory scrutiny.
• Regulatory Updates: Stay informed about the latest developments with the ACA, Mental Health Parity, the Consolidated Appropriations Act (CAA), and more.
• Preparing for Change: Gain insights into potential benefits developments as we approach a new presidential administration and policy shifts.
• Fiduciary Responsibilities Made Clear: Understand the critical duties of retirement plan fiduciaries, including investment oversight, fee management, and maintaining regulatory compliance.

Meet the Experts

This event brings together leading voices in compliance and benefits to share their expertise:

• Cory Jorbin, Esq. – Director of Compliance Consulting, HUB International West Region. Cory is an authority on navigating the complex regulatory environment and ensuring your organization remains compliant.
• Scott Schlappi, CEBS AIFA, CPFA – EVP, Retirement Plan Services, HUB International. Scott’s wealth of knowledge in fiduciary responsibilities and retirement plan strategies will empower you to make informed decisions for your organization’s future.

Build Connections Over Breakfast

Not only will you leave with actionable insights, but you’ll also enjoy a delicious breakfast at The Camby while connecting with HUB’s talented Scottsdale team. This is your chance to meet the experts who are ready to partner with you and help your organization thrive. Be sure to also connect with this team on LinkedIn - they are valuable partners to have in your network!

Connect with the Scottsdale team at HUB Southwest:

• Sean Clements, CIC,CRIS - HUB Arizona Area President
• Jessaca Latteier - Employee Benefits Practice Leader
• Jim Clements, CIC - Client Executive SVP, Commercial Lines
• Matt Mowbray - Client Executive VP, Employee Benefits
• Keith Gordon - Client Executive SVP, Employee Benefits
• Melanie Olson, CEBS - Account Executive, Employee Benefits

Earn Professional Credits

We know how important professional development is, which is why this event is pre-approved for HRCI and SHRM credits. You’ll walk away with more than just knowledge—you’ll gain recognition for your commitment to excellence.

Reserve Your Spot Today

?? Don’t miss this opportunity to engage with industry leaders, network with peers, and equip yourself with the tools you need to navigate 2025 with confidence. ?? Breakfast will be provided, so bring your appetite along with your questions!

?? Register now to secure your spot and kick off 2025 with the insights and strategies your organization needs to succeed.

With HUB International by your side, navigating compliance and benefits has never been easier. Let’s tackle the challenges of tomorrow—together.