Lunch & Learn Webinars

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  • Please take note of the webinar start time, which will generally be over the lunch period (11:00 a.m. - 1:30 p.m.)

  • Continuing Education credits (CE, CPE or CTLE) are an estimate based on NYSASBO's assumed length of the presentation. We reserve the right to adjust credit depending on the final duration. Webinars lasting 30 minutes will receive .5 CE credit unless otherwise indicated. Webinars lasting the full hour will provide 1 CE credit unless otherwise indicated.

  • In order for us to issue Continuing Education credit, we may require that you pass a quiz following the webinar. This especially applies to webinars granting CPE and/or CTLE. 

  • To receive continuing education credit (CPE / CTLE), all attendees must be individually registered in advance and logged in to the webinar using the unique registration code received prior to the start of the webinar. If you would like to register multiple people from the same company, please email Debbie at




Keep Current - What's trending in 403(b)

March 29, 2018 | 1:00 p.m. - 2:00 p.m. RESCHEDULED

1 CTLE credit | 1 CPE credit

Stay up to date with what’s new in the 403(b) industry:

IRS Pre-Approved 403(b) Plan Document
What is this and do I need it?

Universal Availability
Am I doing enough to meet the IRS criteria?

IRS Audit
Am I prepared in the event of an IRS audit?

Non-Elective Contributions
What is a Non-Elective and what are the benefits?

Roth Option
Do you offer this in your plan and if not what are some benefits to making it available to your employees?

Presenter: Robert McLean, President/CEO, US OMNI

FREE to members | $50 for non-members



The ACA is Here to Stay

March 20, 2018 | 11:30 a.m. - 12:30 p.m.

1 CTLE credit | 1 CPE credit

This presentation will provide a comprehensive analysis of the recent trends and developments surrounding the Affordable Care Act and Health Care Reform including any adaptations under the new administration. The speaker will enumerate the potential risks, opportunities, and pitfalls and identify how the ACA affects employers. Attendee questions will be taken and answered as time permits.

Presenter: Karlee S. Bolaños, Founding Partner and Lead Consultant, HB Solutions, LLC

FREE to members | $50 for non-members



Child Nutrition

March 28, 2018 | 11:30 a.m. - 12:15 p.m.

1 CTLE credit | 0 CPE credit

This comprehensive overview will provide you with information about all aspects of managing child nutrition programs.

Presenter: Mark Bordeau, SNS, Senior Food Service Director, Broome Tioga BOCES & Vice President, NY School Nutrition Association

FREE to members | $50 for non-members


Paid Family Leave Update and Voluntary Benefits

April 23, 2018 | 11:30 a.m. - 12:15 p.m.

1 CTLE credit | 0 CPE credit

Update on NYS Paid Family Leave and Voluntary Benefits for NYS School Districts.

Presenter: Brian Leavy, Sales Director, US Employee Benefits

FREE to members | $50 for non-members



Creating a Tax Compliance Program

April 26, 2018 | 11:00 a.m. - 12:00 p.m.

1 CTLE credit | 1 CPE credit

Do you have a tax compliance program at your school? This program will show you six steps to build one. Let Steve Hoffman, The Tax Translator, take you through the steps of: Awareness of Tax Liabilities, Identification, Compliance (Policies and Procedures, Internal Controls) Monitoring, Reporting and Building an audit defense BEFORE the audit. He brings a wealth of experience with best practices built on practical and useful tips and techniques to take you to the top of the Tax Compliance Pyramid.

Steve will show the most critical items for management to know about and learn to build a Tax Compliance Program correctly to avoid financial and media risk for your school. His content is directly aimed at educational organizations and discusses all areas of taxation for schools and districts. Tax issues are present regardless of the size or type of institution and the Six Steps can be implemented for all. The result of the Six Steps will lead to an audit defense that will provide great savings in funds and resources of the school.

Learning Objectives:
After completing this course you will be able to:
• Know the Six Steps necessary to be in tax compliance
• Begin implementing a successful tax compliance program at your school
• Learn how to build a tax team and know who to include on the tax team

Presenter: Steve Hoffman, President, The Tax Translator, LLC

FREE to members | $50 for non-members



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