We've got five hours of quality and timely continuing education programs (including Insurance CE in the afternoon) for you on Friday, Nov. 22 - with a Zoom option available for those of you unable to attend in-person at Embassy Suites La Vista in La Vista, NE.  

AGENDA (ALL TIMES LISTED ARE CENTRAL TIME)

9:30 AM - Check-in, coffee & juice will be available
10:00-11:00 AM - Does Healthcare Have a Problem?
11:00-12 Noon - The "Code of Business Conduct" - the Team Play Driver for Achieving Your Ultimate Success - Click here for the presentation
12 to 1 PM – Lunch (buffet available for in-person attendees)
1 to 4 PM – Ethics in Action: Trust, Technology and Transparency

PROGRAM OVERVIEW

Does Healthcare Have a Problem? 

Healthcare is complex, confusing and expensive.  In this presentation, we will explore if American healthcare has a problem, talk through solutions and equip you for the next steps.

The "Code of Business Conduct" - the Team Play Driver for Achieving Your Ultimate Success

Team play is critical to the success of every Company and Family Office.  The Code of Business Conduct is the key driver for creating highly functioning teams which help to ensure this success. This program will show you how to design or enhance a Code of Business Conduct, which every Financial Advisor can quickly deploy in your own financial firm or as a high “value add” for the services you provide to your Company and Family Office Clients.  The program will cover:

Ethics in Action: Trust, Technology and Transparency

The afternoon program will provide three hours of ethics credit for Insurance (NE & IA), CLE Legal (NE), CPE Accounting, and Professional Recertification (formerly PACE), pending approvals.  It also will provide 3 hours of GENERAL CFP® credit (pending approval) – but is NOT approved for CFP ETHICS credit.  The FPA of Nebraska will offer a two-hour CFP ETHICS course as part of our March 2025 meeting, date TBA.

This program delves into the complex intersections of ethics, compliance, and regulation in today’s evolving insurance and financial services business landscape, with a special focus on the responsible integration of AI. Through engaging discussions, real-world case studies, and interactive exercises, participants will gain a clear understanding of key ethical definitions and perspectives, analyze professional codes of ethics, and explore ethical decision-making models that foster trust and accountability. The program also addresses the ethical implications and regulatory trends surrounding AI, encouraging participants to reflect on biases, risks, and responsibilities. Attendees will leave with practical insights and strategies for navigating ethical dilemmas, enhancing professional integrity, and preparing for the future of AI in business.

At the conclusion of this program, participants will be in a stronger position to:

featured speakers

Does Healthcare Have a Problem?  -- Ty Franklin, Senior Benefits Consultant & Actuary, Alera Group

Tyrone Franklin is a Senior Consultant at Alera Group, based in Omaha, Nebraska. With over 15 years of experience in the healthcare and employee benefits industry, Tyrone is committed to helping businesses navigate the complexities of healthcare plans, insurance solutions, and compliance. He specializes in creating tailored employee benefits strategies that align with organizational goals while ensuring cost-efficiency and compliance with industry regulations.

Throughout his career, Tyrone has worked with a wide range of clients, from small businesses to large corporations, providing expertise in benefits consulting, plan design, and workforce well-being initiatives. His collaborative approach and deep understanding of the ever-changing healthcare landscape have earned him a reputation as a trusted advisor in the field. 

At Alera Group, Tyrone leads a team focused on delivering innovative and data-driven benefits solutions that improve employee satisfaction and reduce employer healthcare costs. His passion for problem-solving and his dedication to providing superior client service have made him an integral part of the Omaha office.  Tyrone is resolved to educate, empower, serve, and lead employers, and their employees, through the complex healthcare ecosystem.

Tyrone holds a bachelor’s degree in business administration and is actively involved in various community and professional organizations. When he’s not consulting, Tyrone enjoys volunteering, mentoring young professionals, and spending time with his family.

   
The "Code of Business Conduct" - the Team Play Driver for Achieving Your Ultimate Success -- Nick Niemann, Family Business Continuity & Exit Planning Attorney, McGrath North Law Firm

Nick Niemann is a Family Business Continuity Attorney and a long-time partner with the Omaha-based McGrath North Law Firm.  In his work with Family Business Leaders and their Trusted Advisors around the country, he helps to design and deploy the Business, Asset Protection, Estate and Succession/Exit Planning strategies needed for families and their family businesses to achieve the ultimate success they are looking for.  He is a member of Vistage International Family Business Network, Family Firm Institute, Business Enterprise Institute, Exit Planning Institute and CEO Space International. He is a frequent speaker at national, regional and local business and professional education conferences.

Ethics in Action: Trust, Technology and Transparency -- Dr. AnnMarie Marlier, Executive Director, Business Ethics Alliance

Dr. Marlier joined our team in 2022 as VP of Leadership Development.  Currently, she is serving as the Executive Director. She has over 20 years' experience as an accomplished leader, administrator, talent developer, program/ curriculum developer, and teacher/ facilitator in face-to-face, hybrid, blended, and e-learning modalities for post-secondary, not-for-profit, and corporate organizations.

AnnMarie is a graduate of Leadership Nebraska and serves as a volunteer for several organizations including as a member of the Board of Directors of the Nebraska Early Childhood Collaborative. 

She has a doctorate in Urban Education from the University of Wisconsin-Milwaukee with a minor in Business Administration.  AnnMarie also holds a Master of Education degree in Adult Education from Carroll University and a Bachelor of Arts degree in English and Communications, Media, & Theatre from St. Norbert College. 

CE CREDITS

The morning session will provide two hours CFP® credits, CLE Legal credits (NE), CPE Accounting credits, Professional Recertification (formerly PACE) credits and Insurance credits for both NE & IA, pending approvals.  

The afternoon program will provide three hours of ethics credit for Insurance (NE & IA), CLE Legal (NE), CPE Accounting, and Professional Recertification (formerly PACE), pending approvals.  It also will provide 3 hours of GENERAL CFP® credit (pending approval) – but is NOT approved for CFP ETHICS credit.  The FPA of Nebraska will offer a two-hour CFP ETHICS course as part of our March 2025 meeting, date TBA.

reGISTRATION fee

REGISTRATION OPTIONS