Past Meetings

Bringing Benefits Back: Smart Ways to Cut Costs Without Cutting Coverage
A 1 hour CE course that revisits proven “old?school” supplemental health strategies to help brokers and employers control rising 2026 costs, stay compliant, and deliver stronger benefits without overspending.

Mental Health Matters: Insights, Impacts & Innovative Solutions (GREATER PHOENIX)
CASA Training Room
7878 N 16th Street
Phoenix, AZ 85020
In this course, we spotlight the true cost of inaccessible mental health care and the tangible solutions reshaping outcomes for individuals and employer groups.

Mental Health Matters: Insights, Impacts & Innovative Solutions (TUCSON)
San Xavier Conference Room
5210 E. Williams Cir., Ste. 150
Tucson, AZ 85711
In this course, we spotlight the true cost of inaccessible mental health care and the tangible solutions reshaping outcomes for individuals and employer groups.

Foundations of Financial Protection and Term Life Policies
CASA Training Room
7878 N 16th Street
Phoenix, AZ 85020
Foundations of Financial Protection and Term Life Policies is a one-hour workshop that provides a clear, practical framework for protecting income, understanding term life insurance and employer benefits, and applying core financial and investment princip

Understanding Mercer’s National Survey Results

Personal Branding for Benefits Professionals: From Strategy to Execution
CASA Training Room
7878 N 16th Street
Phoenix, AZ 85020
This course provides benefits professionals with a practical, industry-specific framework to define their personal brand and create a clear, realistic LinkedIn content strategy that supports both marketing and sales goals.

Happy Hour & Member Awards Following Arizona Day at the Capitol
Arizona Wilderness Brewing Co
201 E. Roosevelt St
Phoenix, AZ 85004
Venue website

Day at the Capitol
League of AZ Cities and Towns
1820 W Washington Street
Phoenix, AZ 85007
Join us for a powerful Day at the Capitol as we come together to share our one voice. Engage with Senators, House Representatives, and legislative experts shaping policy—and be part of a unified message that drives real impact.

How to Win More Clients in 2026 | A Sales Acceleration Session
Zoom - Follow "Registration Link" to enroll
This session is open to all members and is designed for brokers looking to strengthen their sales skills, improve client acquisition, and drive sustainable growth in the year ahead.

Ethics the NABIP Way - 3 Ethics CE Credits
CASA Training Room
7878 N 16th Street
Phoenix, AZ 85020
A three-hour ethics course using the NABIP framework to strengthen ethical judgment and elevate professional conduct.