Congratulations to the Newest CEBS® Graduates!

New CEBS Graduates

Do you recognize anyone? Below are the most recent CEBS graduates. Be sure to celebrate your peers with a personal note or shout-out on social media, tagging #CEBSgoals. Earning the CEBS is a major career and personal achievement, and having peers recognize the work and demonstrated knowledge only sweetens the accomplishment.  

Congrats to the newest CEBS grads!

Aleksandr A. Razloga, CEBS
Alexander Rohlfs, CEBS
Alexandra L. Then, CEBS
Amanda Dodell, CEBS
Amy Meadows, CEBS
Ana K. Torrescano, CEBS
Andres M. Alarcon, CEBS
Andrew Germann, CEBS
Andrew Logan MacQueen, CEBS
Andrew Pujol, CEBS
Angela Tang, CEBS
Baylee Landowski, CEBS
Brenn M. Ritchie, CEBS
Brittany Dickens, CEBS
Cara Holland, CEBS
Catherine Sheedy, CEBS
Charles Azu, Jr., CEBS
Cheryl B. Thomas, CEBS
Chip Weule, CEBS
Cody Kramschuster, CEBS
Daniel Kuosman, CEBS
Daniel Yager, CEBS
Diane R. Chopp, CEBS
Drew Danieley, CEBS
Emily E. Cronin, CEBS
Emily Livingston, CEBS
Emily Welch, CEBS
Erin Wolthusen, CEBS
Gina Pettigrano, CEBS
Grant Goff, CEBS
Haley A. Smith, CEBS
Jasmin Pierre-Paul, CEBS
Jason T. Stacy, CEBS
Jay (Shaya) Rose, CEBS
Jayson Curtis, CEBS
Jennifer Castellano, CEBS
Jennifer White, CEBS
Jessica L. Morrison, CEBS
Jessica Ropelato, CEBS
John Gobel, CEBS
Joseph Andreas, CEBS
Joseph Berumen, CEBS
Julie Fender, CEBS
Kellee Garcia, CEBS
Kenneth Miller, CEBS
Kimberly M. Johnson, CEBS
Kitty Stone, CEBS
Kristen Mills, CEBS
Kristina Quirante, CEBS
Laura Stucky, CEBS
Laurie Orazine Cooper, CEBS
Leah Marie Barraza, CEBS
Lisa Miller, CEBS
Lori A. Kischinevzky, CEBS
Lynn A. Waltermire, CEBS
Mark T. Myers, CEBS

Matthew Leff, CEBS
Matthew W. Richard, CEBS
Megan Jay, CEBS
Melissa D. Rayborn, CEBS
Melissa Fuesting, CEBS
Michael S. Lee, CEBS
Mikel Van Cleve, CEBS
Nan Morehouse, CEBS
Nancy Mathiesen, CEBS
Nari Shin, CEBS
Nicole Cecil, CEBS
Olivia Walty, CEBS
Patti Toller, CEBS
Rachal Stone, CEBS
Rebecca Kangas, CEBS
Regina Wasik, CEBS

Richard E. Childs, CEBS
Richard Walton, CEBS
Ryan O’Deen, CEBS
Ryan Pratt, CEBS
Samantha Brown, CEBS
Sarah E. Penheiter, CEBS
Sarah Giselman, CEBS
Shaun Hurm, CEBS
Spencer Kelly, CEBS
Stacey J. Barker, CEBS
Stephani Terhorst, CEBS
Stephanie Smitka, CEBS
Stephanie Spanja, CEBS
Sully Dawson, CEBS
Susan E. Flynn, CEBS
Suzanne L. Bondor, CEBS
Tammy Pitts, CEBS
Tammy Richardson, CEBS
Tara Molina, CEBS
Taylor Cherry, CEBS
Tom Byrne, CEBS
Walter Waldin, CEBS

Now picture yourself on this list! Continue on your journey to earning your CEBS designation.

Do you need guidance on your CEBS journey? Whether you’re about to take your first step or getting close to reaching your designation, we’re here to help! Give us a call at (800) 449-2327, option 3, or email cebs@ifebp.org.

Incoming—A New Generation of Industry Professionals

Employment for a number of positions in the employee benefits and related industries is projected to grow much faster than expected from 2020 to 2030, according to the U.S. Bureau of Labor Statistics. Increased openings for financial managers, compensation and benefits specialists, actuaries, and risk managers are expected to result from retirements of seasoned professionals across the industries.

How will these positions be filled? Who will replace those leaving and how will they be prepared to meet the health and retirement plan needs of employees and clients? Today’s reality makes these questions even more important. The benefits landscape changes rapidly in “normal” times. The pandemic has elevated the importance of providing support for employees’ physical, emotional, mental and financial well-being, and the need for on-going education regarding benefits.

The future of the industry points to university students and early professionals. Gamma Iota Sigma, a professional fraternity with chapters in over 95 universities and more than 20 alumni groups, helps prepare students and recent graduates for careers in the benefits and related industries. Gamma Iota Sigma engages and connects top talent with the insurance industry through education, industry partnerships, and networking opportunities.

How can you help engage and prepare the industry’s future professionals?

  • Reach out to universities and alumni groups, and offer to speak or attend their career fairs
  • Share your story and experiences with these students
  • Provide examples of positions available in the industry
  • Help them understand the importance and satisfaction of this work
  • Explain the value of professional designations like CEBS® that are available to help them prepare for and excel in these positions.

This is a great way to spotlight your organization and opportunities there, pay it forward and continue to support the benefits industry!

A Power Point presentation with specific information on the benefits of earning the CEBS designation as a student or early career professional is available for speaking events. Please contact Sandy Tellefson, CEBS, at sandyt@ifebp.org.

Sandy Tellefson, CEBS
Manager, Education Services CEBS/ISCEBS

What’s Your CEBS Story? George Morin, CEBS

Earning your Certified Employee Benefit Specialist (CEBS) designation is a learning journey. Along the way, you acquire valuable employee benefits knowledge and relevant new skills. As you apply what you’ve learned to your work, you can forge a unique career pathway that is truly your own. Here’s a designee’s CEBS story.

A Chat With George Morin, CEBS

George Morin, CEBS, AICB, PFP
Relationship Manager
RBC Royal Bank

George Morin, CEBS
Could you share some insight about how pursuing your CEBS designation demonstrates that you are a lifelong learner and an expert in your profession?

When I introduce myself as a CEBS designation holder, I have instant credibility as an employee benefits expert. This has opened the door to new business opportunities and has plan sponsors more readily accepting my recommendations for member financial advice presentations and individual financial counselling sessions in the workplace for the betterment of the members and overall plan health. The CEBS designation in my email signature line is recognized by many of the plan sponsors I support and has resulted in those sponsors reaching out to me for support with areas of their employee benefits that are delivered by other providers, allowing me to enhance my relationship with them and earn additional business. This instant credibility and seeking me out for support confirm to me the power of the designation, four letters that are so powerful within the employee benefits industry.”

Could you share a story about how you prepared for your CEBS exams and applied what you learned to your work?

“I found preparing for my CEBS exams supported my daily advice to plan sponsors and made my meetings with sponsors more impactful. I incorporated the Study Materials into my strategy of advice for plan sponsors and built my sponsor meeting agendas around the opportunities I had uncovered, utilizing the CEBS key learning to reinforce my advice. This experiential learning of integrating the Study Materials into my daily activities with plan sponsors allowed me to connect the theories and knowledge covered in the modules to real-world situations. This enabled me to retain the knowledge for the exams and made me a better advisor at the same time. Honestly, it did not feel like I was studying because I was actually working.”

Could you describe how earning your CEBS designation has supported you in your role?

“Achieving the CEBS designation in April 2018 has already had a significant impact on my career, differentiating me as a top performer amongst my peers and strongly contributing to a 2019 performance recognition where I attended a nine-day Caribbean cruise with the Group Executive of the corporation I work for, which included stops in Nassau, Bahamas; George Town, Grand Cayman; and Labadee, Haiti. I am thankful that the skills, knowledge and advice capabilities acquired by earning the CEBS designation gave me the tools needed to earn a top-performer award.

It is also the designation that will benefit me for the rest of my career. When a position became available on Vancouver Island, British Columbia, with the opportunity to live in any community, I jumped at the chance to apply. Roles like mine do not become available very often in my corporation. They are career destination roles, and incumbents typically hold them until retirement. My CEBS designation helped differentiate me from other applicants for the Vancouver Island position, and I now get to live on an island in the resort community of Lake Cowichan.”

What’s Your CEBS Story? Jennifer Boyd, CEBS

What's Your CEBS Story

Earning your Certified Employee Benefit Specialist (CEBS) designation is a learning journey. Along the way, you acquire valuable employee benefits knowledge and relevant new skills. As you apply what you’ve learned to your work, you can forge a unique career pathway that is truly your own. Here’s a designee’s CEBS story.

A Chat with Jennifer Boyd, CEBS

Jennifer Boyd, CEBS

Benefits Manager

Simpson Housing LLLP

Jennifer Boyd, CEBS
Could you share some insight about how pursuing your CEBS demonstrates that you are a lifelong learner and an expert in your profession?

“By pursuing the CEBS designation, I knew that I wanted to learn and grow in my career in benefits.  I wanted to gain more knowledge and responsibilities.  The benefits industry is constantly changing and requires one to keep up to date on regulations, laws, insurance changes, new benefit offerings and more.  The CEBS designation has helped me to stay current on all these changes and when I’m unsure of how to handle something, I have a huge network of benefit professionals to reach out to as well.  I have resources beyond my imagination, and I am constantly attending webinars, conferences and taking additional courses to keep my knowledge fresh and current.  I would not be in the career I am today or have the expertise I do without my CEBS designation.  I will continue to build on that knowledge and education every chance I get to!”

Could you describe how expanding your professional network has helped you attain success?

“I started attending ISCEBS Chapter meetings to meet more individuals in my career path.  I am a benefits department of one and needed additional support and connections to grow in my career.  Meetings led to professional relationships, becoming an ISCEBS Chapter member and more.  I wanted to get more involved and was encouraged and supported to obtain my CEBS designation and to volunteer for committees and board member positions.  All of this has helped my career, my professional relationships and my desire to keep learning grow.”

Could you share a story about how you prepared for your CEBS exam and applied what you learned to your work?

“I started my CEBS journey in 2008 and didn’t earn my designation until 2015.  I want to encourage others to keep working on your designation and not give up; the feeling you get when you pass your last exam and can put those 4 letters behind your name is so rewarding!  You won’t regret it!

CEBS courses are challenging and full of information.  I knew self-study would be the right method for me due to my family and work schedule, but it requires a lot of self-discipline and dedication. 

I set aside time each day to study, plugged in my headphones and cranked on the classical music to tune out the world.  I found that studying in the morning before I started my day was better for me.  I always scheduled my exams for the morning, which is when I felt alert.  It didn’t hurt that I would treat myself to a yummy breakfast beforehand.  I found that no studying the night before, a good night’s sleep, comfy clothes for taking the exam and a mental pep talk helped me.  The best thing I had while prepping for these exams was my support system, my family and friends who encouraged me and jumped in to help with anything I needed so I could focus on studying.”

Could you describe how earning your CEBS designation has supported you in your role?

“In 2007, I embarked on a career in employee benefits, starting at the bottom and knowing very little.  It didn’t take me long to realize that I would need additional resources, support and education to help me learn and grow in my career.  I quickly found out about CEBS designation and dove into courses.   As I became more confident in my role, I was promoted and given additional responsibilities.  I worked up to a manager role.  I couldn’t have achieved this without my CEBS designation!”

Congratulations to the Newest CEBS® Graduates!

New CEBS Graduates

Do you recognize anyone?  Below are the most recent CEBS graduates. Be sure to celebrate your peers with a personal note or shout out on social media, tagging #CEBSgoals. Earning the CEBS is a major career and personal achievement, and having peers recognize the work and demonstrated knowledge only sweetens the accomplishment.  

Congrats to the newest CEBS grads!

Ashley Maidens, CEBS
Benjamin Wagler, CEBS

Eric Sang, CEBS
Heather Ross, CEBS

Janessa Cegelski, CEBS
Jessica MacDonald, CEBS
Johnny Ma, CEBS

Melissa Mesenbrink, CEBS
Michael Bonomo, CEBS
Min (Alice) Cao, CEBS
Nicola Aicken, CEBS
Nina Marcinkow, CEBS
Patrick Renaud, CEBS
Robert W. Bowness, CEBS

Now picture yourself on this list! Continue on your journey to earning your CEBS designation.

Do you need guidance on your CEBS journey?  Whether you’re about to take your first step or you’re getting close to reaching your designation, we’re here to help! Give us a call at (844) 809-2698 or email  cebs@ifebp.org.

Congratulations to the Newest CEBS® Graduates!

New CEBS Graduates

Do you recognize anyone?  Below are the most recent CEBS graduates. Be sure to celebrate your peers with a personal note or shout-out on social media, tagging #CEBSgoals. Earning the CEBS is a major career and personal achievement, and having peers recognize the work and demonstrated knowledge only sweetens the accomplishment.  

Congrats to the newest CEBS grads!

Aaron Iverson, CEBS
Aimee Davis, CEBS
Akilah Love, CEBS
Alana Ford, CEBS
Alex Vachon, CEBS

Alexandra O’Neill, CEBS
Allison Norris, CEBS
Alyssa Yingling, CEBS
Ami Cindric, CEBS
Andrew Palomino, CEBS
Anirudha Joshi, CEBS
Avi Goldstein, CEBS
Bonnie Osborn, CEBS
Brock Sigler, CEBS
Brooke Saunders, CEBS
Carolyn A. Jacobazzi, CEBS
Carrie Quirarte, CEBS
Casey Kraus, CEBS
Catherine Gooding, CEBS
Cheryl A. Powell, CEBS
Christine Hotwagner, CEBS
Claudia Lung, CEBS
Connor Johnson, CEBS

Darrecia D. Blount, CEBS
Edward Reagan, CEBS
Gisela McKenzie, CEBS
James Burgess, CEBS
Jane Linden, CEBS
Jennifer A. Chalupa, CEBS
Jennifer Spock, CEBS
Jennifer Stegemann, CEBS
Julie M. Raff, CEBS
Kari Michelle DiMauro, CEBS
Kelsey A. Woods, CEBS
Kelsey R. Johnson, CEBS
Kevin F. McGrath, CEBS
Kimberlee Carlson, CEBS
Louis N. Reaves, CEBS
Luke M. Bartak, CEBS
Mackenzie Olson, CEBS
Madison Evans, CEBS
Megan Nail, CEBS
Megan Williams, CEBS
Michael Ribaudo, CEBS
Monique Boatfield, CEBS

Nancy Solheim, CEBS
Nicole Mills, CEBS
Patti Krober, CEBS
Patty Gordon, CEBS
Rebekah L. Ross, CEBS
Rhonda M. Jackson, CEBS
Sarah C. Simpson, CEBS
Shannon Moloney, CEBS
Sung “Matthew” Kim, CEBS
Susanne Kimberland, CEBS
Suzanne Meredith, CEBS
Teresa Domek, CEBS
Theresa S. Serafimovski, CEBS
Tiffany Reese, CEBS
Troy Sage Thomas, CEBS
Yanique Sewell, CEBS

Now picture yourself on this list! Continue on your journey to earning your CEBS designation.

Do you need guidance on your CEBS journey? Whether you’re about to take your first step or you’re getting close to reaching your designation, we’re here to help! Give us a call at (800) 449-2327, option 3, or email cebs@ifebp.org.

Course Corner: Upcoming CEBS Course Revisions

CEBS Course Updates

As the employee benefits industry evolves, the CEBS® designation’s curriculum is updated to reflect this reality. The Canadian RPA 1 and RPA 2 courses are currently being fully revised to meet the changing retirement plans landscape. These new CEBS courses will help you gain valuable skills that you can put into practice on the job today as well as provide the emergent, cutting-edge knowledge that will prepare you for future roles.

Study Materials for RPA 1 and RPA 2, including new Study Guides and textbooks, will be available for purchase in late 2021. You’ll be able to write exams for the new courses beginning in the first Testing Window of 2022. Online Study Groups With Instructor Support for the new courses will be offered for the first time during the spring 2022 session.

Below are tentative outlines of the new Canadian courses:

RPA 1—Managing Retirement Plans Part 1

  • Module 1: Designing Registered Pension Plans
  • Module 2: Designing Non-Pension Registered Retirement Plans
    • Benefits in Action #1: Should we implement a registered pension plan?
  • Module 3: Leveraging the Tax Regime in Plan Design
  • Module 4: Complying With Pension Standards Legislation
  • Module 5: Establishing Effective Governance
    • Benefits in Action #2: What should you know about governance before introducing a workplace pension plan?
  • Module 6: Administering Retirement Arrangements
  • Module 7: Optimizing Plan Funding and Financial Reporting
    • Benefits in Action #3: What do financial statements reveal about pension costs and obligations?
  • Module 8: Managing Retirement Plan Assets
  • Module 9: Addressing Special Provisions: Multi-Employer Pension Plans
  • Module 10: Managing Special Situations—Plan Terminations, Surplus in Ongoing Plans and Business Reorganizations
  • Module 11: Other Employer-Sponsored Plans
    • Benefits in Action #4: What type of executive pension arrangement do we need to attract and retain senior-level talent?
  • Module 12: Capstone Case:  Managing Retirement Plans in Accordance With Organizational Goals

RPA 2—Managing Retirement Plans Part 2

  • Module 1: Navigating the Investment Environment of Employer-Sponsored Retirement Plans
  • Module 2: Inventorying the Major Asset Classes
    • Benefits in Action #1: What should you know about your DC plan investment options before enrolling?
  • Module 3: Managing Investment Risk and Return
  • Module 4: Constructing an Investment Portfolio—Part 1
  • Module 5: Constructing an Investment Portfolio—Part 2
    • Benefits in Action #2: How do we decide on the assets to include in our pension fund?
  • Module 6: Assessing the Impact of Investor Behaviour and Market Anomalies on Active Management
    • Benefits in Action #3: “How does behavioural finance impact DB plan investment policy setting?
  • Module 7: Evaluating Active Management Performance
  • Module 8: Leveraging Managed Funds to Achieve Investment Objectives
    • Benefits in Action #4: How can we use managed funds to meet tests of investment prudency?
  • Module 9: Complying With Legislative and Best Practices in Plan Asset Investment
  • Module 10: Developing the Statement of Investment Policy
  • Module 11: Implementing the Defined Benefit Pension Plan Investment Policy
  • Module 12: Implementing the Capital Accumulation Plan Investment Policy
  • Module 13: Capstone Case:  Managing Pension Plan Investments in Accordance With Governance and Regulatory Requirements

What Does This Mean for You?

If you are studying for current versions of the RPA 1 or 2 courses:

It is important that you take and pass your exam prior to the close of the testing window ending on December 15, 2021. If you do not successfully pass the exam by the close of the December 15, 2021 testing window, you will need to purchase new study materials to test in 2022.  Because of the extensive nature of these course revisions, exceptions cannot be made for additional testing opportunities.

If you are thinking about enrolling in the RPA courses:

You’ll take the new courses. Study materials will be available for purchase in late 2021.

If you have passed the current version of RPA 1, but have not yet begun RPA 2:

You’ll continue with the new RPA 2 course, which will be available for purchase in late 2021.

Questions?

If you have any questions about Study Materials or revisions to the Canadian RPA 1 or RPA 2 courses, please reach out to our CEBS Customer Service team at cebs@ifebp.org.

Meet Your CEBS Instructor: Mark Dunlop, CEBS

Meet the CEBS Instructor

Learning with others helps you gain a new perspective. Would you like to gain insights from benefits industry peers in different industries, sectors and provinces as well as from an expert instructor? Many CEBS® candidates rely on CEBS Online Study Groups With Instructor Support for extra help on their learning journeys.

CEBS​​ Online Study Groups are an optional educational resource designed to complement the self-study approach. Offered over a 12-week session, Online Study Groups set a schedule for your study efforts and are facilitated by established and experienced CEBS professionals.

What does an online instructor do?

Your online instructor has many roles, including:

  • Designing all content and activities in your class to help you retain knowledge and study for your CEBS exam
  • Facilitating live review sessions
  • Monitoring the discussion forum to provide clarification and guidance to learners
  • Creating discussion questions for each module and Benefits in Action Mini Case to stimulate engagement and enhance learning about employee benefits
  • Sharing their real-world experience about being a benefits professional
  • Answering questions that students submit via the discussion forum, email and private message.

A Chat with Mark Dunlop, CEBS

Mark Dunlop, CEBS, AEP, AFC, CFP, ChFC, CLU, FLMI, REBC, RHU
Principal, Designed Benefit Incentives
GBA 2—Directing Benefits Programs Part 2

Mark Dunlop, CEBS
How has earning the CEBS designation enhanced your career?

The CEBS program not only provided me the tools to strategically apply information and industry knowledge, but it also helped me to professionally look at issues from various perspectives, including those faced by decision leadership teams at various sizes of unions and public, corporate and nonprofit employers. It also helped to see issues from the perspectives of third-party administrators, employer or union plan administrators, board members, brokers, consultants and participants, which enabled me to easily empathize with many of the personnel involved in plan design.

What will benefits professionals learn from the GBA 2 course?

GBA 2 places a particular emphasis on managing and directing employee benefit plans while clarifying the ever-changing dynamics of the United States health care system. The course provides tools and sample case studies to help benefits professionals advance organizational objectives by enhancing benefits program design, pricing and operations. The Study Materials also consider emerging marketplace innovations in care delivery platforms and quality improvement initiatives, addressing not only opportunities and challenges in the health care arena but also in the full benefits arena, including disability, long-term care and life insurance. The course explores many considerations for plan design including how to address the changing dynamics of the U.S. health care system, rating and premium settings, and considerations for controlling risk factors. It also addresses considerations for self-funding versus being fully insured, utilizing a “private exchange” as well as capitalizing on the enhanced delivery landscape including the patient-centered medical home.

What has been a recent industry trend related to concepts your course explores?

As designing health care programs for 2022 is already underway, one can see that many concepts in GBA 2 are already being applied, especially as employers and unions are focused on safeguarding employee’s data and health. There is a renewed focus on tech-driven innovations, including health apps that offer improved safety measures and early-warning systems to reduce illnesses, mitigate issues to prevent them from becoming chronic or acute, and minimize the likelihood of contagious illnesses spreading. There’s definitely a movement toward virtual care for medical health care, including behavioral health care, as well as nonintrusive monitoring devices such as diabetic readings, sleep duty remote readings and even heart sensors.

What are your best study tips for CEBS students?

Years ago, Dr. Jerry Rosenbloom, an author of many CEBS program textbooks, shared some valuable wisdom with me at an instructor conference that he was facilitating in Philadelphia. I still remember a lesson he taught other instructors about adult education. He said that instructors should recognize that adult learners approach education differently than younger students do, partly because they can bring real-world experiences into perspective, which often enriches lessons and the whole learning approach. This is one of the advantages adult learners have. There’s an option to register for an Online Study Group, which encourages interaction with other benefits professionals, which helps reinforce learning. Being part of a community of learners can also reduce anxiety when folks realize they are not alone in preparing for their CEBS exams

Can you think of any CEBS success stories you would like to share?

For me, one of the nicest things about the CEBS program is the networking opportunities it offers between peer candidates, graduates and others affiliated with the program. I still remain in contact with peers I met years ago, and the network continues to help me grow in the field. I am a huge advocate for candidates and graduates to get involved in the International Society of Certified Employee Benefit Specialists, even while still studying for CEBS exams, for interaction with this peer group is quite uplifting. The peer networking with my CEBS “family” has been, and continues to be, a huge blessing for me in my career. I still remember the comfort when I moved to St. Louis, Missouri from Miami years ago and the feeling of already having a ready-made network of professionals to network with, which helped me with my geographic transition. Likewise, on several occasions when I was looking into options for a solution, I was able to tap into the CEBS peer network I’ve developed for their considerations, which helped me with the projects I was asked to research.

Learn more about CEBS and the CEBS Online Study Groups With Instructor Support.

Do you need guidance on your CEBS journey?  Whether you’re about to take your first step or you’re getting close to reaching your designation, we’re here to help!  Give us a call at (800) 449-2327, option 3, or e-mail cebs@ifebp.org.

Meet Your CEBS Instructor: Nicholas Landry, CEBS

Meet the CEBS Instructor

Learning with others helps you gain a new perspective. Would you like to gain insights from benefits industry peers in different industries, sectors and provinces as well as from an expert instructor? Many CEBS® candidates rely on CEBS Online Study Groups With Instructor Support for extra help on their learning journeys.

CEBS​​ Online Study Groups are an optional educational resource designed to complement the self-study approach. Offered over a 12-week session, Online Study Groups provide structure to your study efforts and are facilitated by established and experienced CEBS professionals.

What does an online instructor do?

Your online instructor has many roles, including:

  • Designing all content and activities in your class to help you retain knowledge and study for your CEBS exam
  • Facilitating live review sessions
  • Monitoring the discussion forum to provide clarification and guidance to learners
  • Creating discussion questions for each module and Benefits in Action Mini Case to stimulate engagement and enhance learning about employee benefits
  • Sharing their real-world experience about being a benefits professional
  • Answering questions that students submit via the discussion forum, email and private message.

A Chat with Nicholas Landry, CEBS

Nicholas Landry, CEBS, ISCEBS-Fellow, CHS
Senior Benefits Consultant, BFL Canada
GBA 2—Managing Benefit Plans Part 2

Nicholas Landry, CEBS
How has earning the CEBS designation enhanced your career?

The CEBS courses test knowledge on a large but relatively static scope of industry knowledge. Access to the ISCEBS continuing education helps with knowing what’s new and what’s developing within our industry, which keeps us ahead of our peers and hopefully two steps ahead of our relationship needs. It’s also an easy way for me to fulfill my CEBS Compliance credits.


What do you think are the biggest key takeaways from GBA 2?

Benefits in Action Mini Cases! That’s right! It’s great that you can write a test, but can you share what you’ve learned in a practical application for an audience?

What has been a recent current event related to concepts your course explores?

As for disability and absence management, Canadian employers have been severely impacted by stay-at-home orders and quarantines during the pandemic. Employers are also extremely resilient and creative. Disability and absence management practices are being stress tested. In the white-collar sector, uptake of individuals working from home or remotely has directly translated to challenges for insurance carriers to adjudicate short- and long-term disability claims. Once practices adapted to meet the demands, a new and undesired outcome occurred with many employees needing ergonomic equipment at home to maintain healthy spines and minds. In the skilled trades and labor markets, personal safety concerns remain omnipresent among workers. Regional governments are applying different methodologies to curb COVID-19 exposures. A national employer may be facing challenges in keeping up with the changing science and regional restrictions to keep employees and their families safe without disrupting workflow.

What are your best study tips for CEBS students?

Keep your study sessions short, focused and frequent. An individual with industry experience will be familiar with the terminology but may have to think differently for testing purposes. Taking smaller bites of content more often usually leads to better long-term retention.

Learn more about CEBS and the CEBS Online Study Groups With Instructor Support.

Do you need guidance on your CEBS journey? Whether you’re about to take your first step or you’re getting close to reaching your designation, we’re here to help!  Give us a call at (844) 809-2698 or email cancebs@ifebp.org.

CEBS: It’s an Amazing Day to Start!

CEBS: It’s An Amazing Day to Start!

Sometimes the hardest part of something new is just getting started. You’ve given it a lot of thought, and you’ve done your research—How do you know when the time is right to dive in? If you’re waiting for a sign, here it is: Consider the fact that you’re reading this blog a sign that the time is right to start earning your CEBS.

Here are a few pointers for taking your next step toward your brighter future:

1. GBA or RPA to start?

GBA or RPA to start? When getting started in the program, you’ll need to decide whether you want to begin with the Group Benefits courses or the Retirement Plans courses. Think about your previous experiences—Which area are you most familiar with? Lead with what you know, and you’ll be off to a good start. If you are brand new to the industry, I’d suggest starting with the Group Benefits courses: You’ll be in good company with over 75% of new registrants.

2. Give some thought to how you’d prefer to learn the material for your first course.

With the Study Guide and textbook, you’ll be ready jump right in with the self-study approach. Thinking you’d like added structure and support from an instructor? Consider enrolling in an Online Study Group With Instructor Support. These groups do not meet at a set date and time—Instead, you are able to log in anytime during the 12-week session to access the instructor’s notes, review and participate in the discussion boards, test your knowledge with the additional quizzes offered and more.  These groups are optional—They have an additional charge and can be joined at any time throughout the 12-week sessions that are offered three times per year.

3. Plan ahead so you set a goal for taking your course exam.

One of the best ways to plan is to keep in mind that you will need about 14-15 weeks of study-and-review time per course from the time you start your study to the time you are ready to take the exam. This allows you to cover approximately one module of study materials per week with about 3-4 weeks for final review. You’ve selected the course you are starting with, and you’ve planned to move ahead with self-study or an Online Study

4. Now’s the time to submit your order and be proud of your commitment.

Either enroll online at www.cebs.org or submit the fillable PDF order form available on the website. Order your course materials (Study Guide and textbook), add the Online Study Group With Instructor Support if this sounds like a good fit for you and then select the testing quarter/window for taking your virtual exam. Submit the order, and our team will get started right away to get you all set up and send out your materials.

5. Remember to lean on your peers, fellow students and our team for support.

We’re here rooting for you as you work through each of the five courses to earn your CEBS designation. Send me an email with your questions at rachelo@ifebp.org, call our Customer Service team at (800) 449-2327, option 3, to talk about your next step, or get to know us better by joining us on Facebook and Twitter. We’ll meet you where it works best to support you, and we’ll be there clapping for you when you celebrate earning your designation!

Just remember that getting started is a huge first step. Give yourself a pat on the back for wanting to rise to the top with your designation and know that there is no time like the present to get started. CEBS —It’s in your future, and I know you’re ready to begin today.


Rachel Oliver, CEBS
Manager, CEBS Program Development at the International Foundation