Managing Benefits™ Leadership Workshop 


Wednesday December 11, 2013 from 8:00 AM to 4:30 PM EST
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Orlando, FL 
Residence Inn
11450 Marbella Palm Ct
Lake Buena Vista, FL 32836

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Rhodes-Joseph & Tobiason Advisors 

Who Should Attend

  • HR and Employee Benefits Leaders, Managers, Directors, Analysts and Specialists
  • CFOs
  • And for smaller companies, CEOs, Owners and General Managers

Details about the Day

  • 8 AM to 4:30 PM
  • Registration and buffet breakfast at 8 AM
  • Catered lunch at noon
  • Networking breaks throughout the day

Read the Workshop Agenda

Where to Stay

You can reserve a room at the Residence Inn in Lake Buena Vista, FL.  (Phone - 407-465-0075)

Please contact the Residence Inn directly to make your reservation.  Let the hotel know you're with the Managing Benefits™ Leadership Workshop.

How to Register 

Click the REGISTER NOW! button on the right to get started.

The One Day Workshop fee is $295 per person, or $245 if you register by November 19, 2013

The workshop fee includes all materials, breakfast and lunch.  Attendees are responsible for all their travel costs and arrangements.

Cancellation Policy


We understand that plans change.  To give you flexibility, but to also be sure we're prepared for the right number of attendees, our cancellation policy is:

  • Cancellations prior to November 20, 2013 will be fully refunded except for a $50 handling fee. 
  • Cancellations between November 20, 2013 and December 2, 2013 will get a 50% refund.
  • Cancellations after December 2, 2013 will not be refunded.
  • Any amounts not refunded can be credited toward the registration fee for any Managing Benefits™ Event in 2014.
  • Attendees can designate another person to attend in their place at any time.
  • All notifications should be sent to

A Managing Benefits(TM) Event 

Event Organizer:

Rhodes-Joseph & Tobiason Advisors



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Managing Benefits™ Leadership Workshop 

rlando, FL                          December 11, 2013  

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Learn how to manage a successful, state-of-the-art Employee Benefits program.  A strategic and tactical intensive workshop for those responsible for benefits success at their organization.

If you're an experienced benefits/HR leader or if you're starting out in benefits or if you're looking to apply your business talents to a career in benefits, this is a "must-attend" program.  You’ll grow your skills as a Benefits Leader, you’ll see how to enhance your benefits program to better meet your company’s goals and you’ll deliver more value to your employees.
You'll spend a full day with Donna Joseph and Pete Tobiason, recognized leaders in Employee Benefits, as they share their practical experience as Executive benefits leaders at a Fortune 200 company.

Their exclusive Managing Benefits™ Leadership Workshop is coming to Orlando on Wednesday, December 11, 2013.

During this hands-on workshop, you’ll learn:

  • How strategic planning yields a successful benefits program 
  • How to plan your career in benefits
  • To identify resources to help you now and in the future
  • How to team effectively with your product and service vendors who support your program
  • How to lead your internal team
  • The latest trends and innovations in employee benefits
  • Tips to communicate the value of your program to increase employee engagement and appreciation
  • How to implement your strategic plan using a benefits calendar, being ready to respond with flexibility to unexpected changes
  • Tools and processes for strong plan governance and compliance

By the end of this one-day program, you’ll have the tools and techniques to manage your benefits program.  Putting them together as a complete system for your own professional development and for the benefit of your company and its employees is what we call the Managing Benefits System™.

The program is highly interactive.  Space is limited!  No more than 10 participants can be accepted. 

Special offer with admission:  Your learning doesn’t stop with the conclusion of this program.  Each attendee will receive, as a follow-up COMPLIMENTARY BONUS, a 45 minute one-on-one telephone coaching session to explore your individual opportunities and challenges.  This COMPLIMENTARY BONUS alone has a value of over $200!

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Donna Joseph is the CEO and co-founder of Rhodes-Joseph & Tobiason Advisors, an independent employee benefits coaching and consulting company helping employers and employee benefits professionals as well as brokers, vendors and service providers,  Her company’s unique Rent-A-Benefits Director™ services accelerate clients’ achievement of business and benefits goals.  Donna also leads her company’s Grow Your Benefits Career™ coaching practice,

As former Benefits Director at a major global company and former Board member of ABC, the American Benefits Council, Donna brings her wide experience and depth of knowledge to her clients.  She frequently speaks at major employee benefits conferences, including the SHRM Annual Conference, Employee Benefits Forum & Expo, Human Resource Executive Health & Benefits Leadership Conference, Benefits Selling Expo and Workplace Benefits Renaissance, and is scheduled to speak at the Employer HealthCare Congress later this year.  Twitter:  @BenefitsCoach


Pete Tobiason is an Employee Benefits Professional, Coach, Author and Speaker with more than 30 years experience in employee benefits leadership, management, training, speaking, and coaching.    A former Employee Benefits Counsel at a major global company and former Chair of ERIC, the ERISA Industry Committee, he coaches benefits professionals and businesses on managing benefits. He is President and co-founder of Rhodes-Joseph & Tobiason Advisors, LLC, the Managing Benefits™ Coaching and Consulting Company, and is a Principal in the firm’s Grow Your Benefits Career™ coaching practice,

Pete co-authored the eBook “Making Voluntary Workplace Benefits Part of Every Employer’s Benefits Program”, a guide helping brokers and benefits product providers understand the employer’s perspective on employee benefits.  Twitter:  @PeteRJTA

Rhodes-Joseph & Tobiason Advisors is the Managing Benefits™ Coaching and Consulting company providing independent employee benefits advisory services.  We focus on strategic benefits leadership and management for employers and career growth for HR and employee benefits professionals.  We partner with employers looking to effectively manage their benefits programs through our Rent-A-Benefits Director™ services.  We coach individuals looking to grow their careers in employee benefits through our Grow Your Benefits Career™ coaching practice.

Our services also include training and advisory services for benefits providers, advisors and brokers.  We bring a unique combination of employer experience and perspective to our clients, delivering value through creative, innovative and practical solutions to employee benefits challenges.

Managing Benefits™ is the employee benefits strategic leadership and management system and products, services and publications from Rhodes-Joseph & Tobiason Advisors, LLC that help transform benefits programs and benefits professionals' careers using an integrated system of tools and techniques for managing employee benefits.

© Copyright 2013 Rhodes-Joseph & Tobiason Advisors, LLC   All rights reserved 

Managing Benefits™, Managing Benefits System™, Rent-A-Benefits Director™,  and Grow Your Benefits Career™ are trademarks of Rhodes-Joseph & Tobiason Advisors, LLC.

This communication consists of information of general interest and should be viewed and used solely for informational purposes.  Rhodes-Joseph & Tobiason Advisors is an employee benefits advisory company which does not provide or engage in the practice of accounting, actuarial, brokerage, investment, legal or tax services.  This communication includes select offers of commercial services.