Welcome to the 2022 ROI Series -
“For Leaders, Change Makers & Innovators"


ISCPA is always working for you and creating ways for you to get involved and maximize your membership investment. Yes, there are always meetings on your calendar. Yes, there is a deadline looming and you have errands to run. With so many demands on your time, it’s difficult to focus on you. However, if you don't take the time to expand your abilities and push yourself to grow, who will? You've made the financial investment, now make the personal investment - and take advantage of everything ISCPA has to offer you.


Thanks to our sponsors these 10 CPE credits are
for ISCPA Members!

Hawley  iccu  Paychex


  1. All sessions will be held virtually in the ISCPA Community
  2. Presentations start at 8:55 am MT
    • Most conclude at 10 am MT
  3. Register for the entire series here
    • Please only do so if you really intend to join us each session - seats are limited in our virtual platform
  4. Register for single dates below


  • March 16 - Self-Funded Health Plans: Overview and What’s New in ‘22
  • April 20 - Advanced Care Planning
  • May 18 - A Lawyer’s Guide to Estate Planning-Essential Fundamentals
  • June 15 - Five Steps to Protect Your Firm from Catastrophic Cyber Attacks 
  • July 20 - Hot Topics in Employment Law
  • August 17 - Legal Environment of Crypto
  • September 14 - Self-Funded Health Plans Expert Panel
  • October 12 - ERISA/Employment Benefits
  • November 16 - ICF – A Great Partner for You to Serve Your Clients
  • December 21 - DEI - Why You Need to Be Involved



March 16 Self-Funded Health Plans: Overview and What’s New in ‘22
  The self-funding landscape is rapidly changing both regionally and nationally, with new and more efficient options creating viable and sustainable alternatives to traditional medical insurance plans. Join Trevor Baker, PT, DPT, GCS of Health2Business for an educational update on self-funded employer-sponsored health plans. Anyone interested in company cost-containment or how to lower net costs on healthcare will want to attend. Disclaimer: presentation will not address self-funding from compliance, ERISA, or tax standpoints.

April 20 Advanced Care Planning

Advance Care Planning is the process of thinking and talking about future medical decisions if you had a sudden event, like a car accident or illness, and could not make your own decisions.  The best time to make these decisions is when you can choose for yourself.  After discussing key factors, a sample Advance Care Directive for Health Care will be provided.

The presentation will include extensive background materials that serve as a resource for making informed choices when completing the Advance Directive.  Such materials can be provided to family members and/or co-workers as appropriate.  

May 18 A Lawyer’s Guide to Estate Planning-Essential Fundamentals
  Presented by Jason Melville, Hawley Troxell - Jason will discuss probate, healthcare, tax laws to  benefit the tax and other planning needs of clients.

June 15 Five Steps to Protect Your Firm from Catastrophic Cyber Attacks
  In this webinar, you will learn how a single cyber attack can put you out of business and the 5 critical steps to protect your business. These 5 crucial steps will dramatically increase your overall security stance and will lessen the chances of being hit by a malicious cyber attack. Cyber attacks are on the rise and continue to destroy businesses and reputations. This webinar’s for you if you want to make sure you are doing the most to protect your business and client information.

July 20 Hot Topics in Employment Law
  Topics covered will include remote work; tax issues, FMLA, and federal and state leave laws; and the myriad issues raised on a day-to-day basis with Human Resources professionals, including coronavirus and mental health concerns, and more.  Presented by Ben Ritchie, Hawley Troxell.

August 17 Legal Environment of Crypto

Today cryptocurrency and digital assets are subject to a patchwork of regulation in the United States. What kind of regulation applies and who enforces the regulation largely depends on what the entity is and what it is doing. The primary federal regulators include: the Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC), the Financial Crimes Enforcement Network (FinCEN), the Office of Foreign Assets Control (OFAC), the U.S. prudential bank regulators, the Internal Revenue Service (IRS), and the Department of Justice (DOJ). This year President Joe Biden issued an executive order calling on federal agencies to coordinate on policy for crypto. Presented by Brad Frazer & Jonathan Wheatley, Hawley Troxell.

September 14 Self-Funded Health Plans Panel of Experts

For many businesses, Q4 brings annual review and renewal of company health plans. In this Q&A session, Fernando Veloz of MS Administrative Services, Benefit Advisor Trevor Baker, PT, DPT, GCS, and Doug Hetherington of H2B will address “elephant in the room” questions about self-funded employer-sponsored health plans.

Submit your questions in advance to or ask them in real time during this interactive event.

October 19 ERISA/Employment Benefits
  Presented by John Hughes, Hawley Troxell - A review ERISA fundamentals such as fiduciary status and tax qualification issues, and touch on recent developments and specific topics of recent interest.

November 16 ICF – A Great Partner for You to Serve Your Clients

Presented by Kris Kamann, Idaho Community Foundation - Learn how the Idaho Community Foundation can help you structure a plan for your clients to give now, through their estate plans or both. You will learn about several charitable fund options provided by ICF that your clients may benefit from.

December 21 DEI - Why You Need to Be Involved

Presented by The CTR (CREDIBILITY, TRUST, and RESPECT ) Factor - 

DEI is about creating a workforce that reflects the world we live in.

  1. Employees want to work where they feel welcomed, valued and trusted a company that invests in DEI education has the ability to attract a broader applicant base of potential new employees.
  2. Highly inclusive companies are more likely to hit their financial target goals by up to 120%, so there are very strong business reasons for prioritizing DEI. - Claire Schmidt, AllVoices
  3. DEI efforts give your company access to a wealth of ideas and input you may not have thought of before.
  4. Studies show that organizations with diverse leaders and employees innovate at a faster rate, as diversity of thought fuels new product development and generates opportunity for everyone. - Kristina Johnson, Okta

 Have a topic idea? Please share! Email your ideas, comments suggestions to

All topics and speakers are subject to change without notice.