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Join CBIZ & MHM, in collaboration with The Boston Consortium for Higher Education, for an afternoon update covering timely topics that higher education organizations should be monitoring, such as the Massachusetts Paid Family and Medical Leave law, opportunities for savings in healthcare plans, and a legislative update on the latest TCJA guidance and its impact on tax-exempt institutions.

Ronald Morrison, Business Unit President, CBIZ Benefits & Insurance Services, Inc.
Stéphanie Smith, Partner, Casner & Edwards  
Craig Klein, Tax Managing Director, CBIZ & MHM 


These seminars are complimentary for members of The Boston Consortium. Space for this seminar is limited and is available on a first come, first served basis. Complete and submit the form today to reserve a spot for you and other finance team members!

If you have any questions, please contact Jessica Smith, Director of Programs at The Boston Consortium for Higher Education at 339.225.3824, or Liz Cazeault, Marketing Specialist at CBIZ & MHM at 617.761.0731.  

Please note: For parking, please enter the campus at "Olin Way" and follow the road around to the left to parking lot A, which provides access to all campus buildings, including Milas Hall Auditorium.  

2.5 CPE credits will be available.

Additional Information

Cost: No fee required.

CPE: Eligible for 2.5 CPE credits, 0.5 credit of Tax and 2 credits of Specialized Knowledge.

Prerequisites: Personnel at the following levels - Chief Financial Officer (CFO), Controllers, and upper level finance staff

Who Should Attend? CFOs, Controllers, upper level finance staff

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Live

Learning Objectives: At the conclusion of this course, participants will be able to: 

  • Identify a situation where your institution may have an opportunity to save in healthcare spending
  • Discover the importance of audits in your organization’s healthcare strategy
  • Evaluate the pros and cons of opting out of the state fund
  • Assess the appropriate health insurance carrier for your organization
  • Identify areas for adjustment under the new tax reform provisions
  • Implement best practices under the tax reform provisions

For more information regarding complaint and program cancellation policies, please contact our offices at (617) 761.0600.

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:

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