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Webinars

Date Presenter Description
How to Prepare for a Department of Labor Welfare Plan Audit 04/12/2017

Speaker: Stacy Barrow, Esq.

Stacy Barrow is BAN’s Co-Director of Compliance and a partner at Marathas Barrow Weatherhead Lent LLP.  Mr. Barrow is a sought after speaker on all aspects of employee benefits law, including the Affordable Care Act.  He has published numerous articles and has been widely quoted on issues arising under the Affordable Care Act.  He is widely recognized by clients, opposing counsel and national law firm ranking organizations as among the best in the field.  

What agencies audit? Who do they aduit? When and why? Where and how? What does the DOL Welfare Plan audit?

Join Stacy Barrow, Esq. for a special webinar that answers those question, and discusses how prepare for a DOL Welfare Plan audit. Attendees will gain insight to the audit process, learn how plans get selected for audit, and best practices for audit survival.

12:00 pm - 1:00 pm EDT Password: WPA0412

Best Practices for an HCM Implementation 04/26/2017

 

 

 

 



Speaker: Josh Hoover

Josh Hoover is the Strategic Client Manager for Benefit Technology Resources. His broad experience spans more than a decade of Consulting, Human Resources, Business Development, Sales and Marketing. He offers a unique perspective in HR Technology Consulting as someone who has managed payroll, sold payroll, programmed databases, and developed an HRIS solution. As such, he has seen the process from every angle. Working with clients to find technology that can solve their problems and streamline their processes is where he excels. Developing long-term, strategic relationships with his broker partners is paramount to offering exceptional consulting service and solutions to their clients.

 

 

 

 

 

 

Speaker: Jamie Hawkins

Jamie Hawkins is the President and CEO of Benefit Technology Resources, LLC and an independent technology consultant. She has been instrumental in helping employers identify how the technology in today’s marketplace can streamline the way they administer their entire HR “back-office” functions and stay compliant with health care reform. She has 17 years of industry experience and over 13 years specializing in Employee Benefits technology solutions for employer groups with 100-8,000 employees. With over 300 providers in the HR technology sector, she has the unique skills to help employers identify and vet the solutions which best fit their needs, budget and timing.

Best Practices for an HCM Implementation: This presentation will be focused on the challenges associated with any HR Technology implementation and how to mitigate some of those challenges and make your life easier. Key topics include: taking a phased approach, building your timeline, Change Management, managing expectations, and not rushing.

12:00 pm - 1:00 pm EDT Password: HCM0426

Handbooks - A Deeper Dive 05/10/2017

Speaker: Bobbi Kloss

With more than 20 years of Human Resource Generalist & Executive Level HCM Management experience, Kloss serves as the Director for the Human Resources Management Department for Benefit Advisors Network (BAN). With a deep understanding of the increasingly complex and diverse HR industry, Kloss provides her expertise to BAN’s employee benefit brokerage members as well as their employer clients.  She oversees all HR-related functions for the association, initiating pro-active, strategic compliance practices, which limits exposure in all areas of potential liability for BAN members and their clients. 

Bobbi Kloss offers an overview of NLRB issues in this special webinar. You'll be exposed to the core concepts of developing a handbook; tying policies to the mission and culture of your organization and maintaining compliance. 

Takeaways: 

  • Understand why a handbook is a critical communication tool for the mission and culture of the organization
  • How to develop, implement and update their handbook to maintain relevancy as well as compliance.

12:00 pm - 1:00 pm EDT Password: HDD0510

ID Theft: Your Employees and your Company 05/17/2017

Speaker: Larry Lee

Over 8 years ago Larry became an expert in identity theft. He started and owns YIG Administration specifically to enroll and administer ID Theft protection services as an employee benefit. Larry has been a large group benefits consultant for the past 37 years.  Because of his results based approach to saving clients’ money he became interested in the impact of Identity Theft on employees and therefore employers.

Larry Lee, of LifeLock, discusses how data breaches and identity theft cause absenteeism, presenteeism, turnover, accidents and other problems that affect your company and what you need to know to recognize and do something about it.

12:00 pm - 1:00 pm EDT Password: IDT1705

Steps to Creating a Small Insurance Company for Privately Held Employers 05/24/2017

Speaker: David Konrad

David Konrad has over 20 years of financial sales, management, and operations experience. Dave is responsible for the program development, design, structure, sales, and marketing of various P&C and Employee Benefit group, single parent, DRP, 831(b), voluntary benefits and other captive programs. 

Dave holds a Masters of International Business Administration from Baldwin Wallace College and a Bachelor’s of Business Administration in Finance and International Business from The Ohio State University.

 

David Konrad offers insight as to why Employers form a Small Insurance Company to:

  1. Gain more Control of Risk
    1. P&C
    2. EB
  2. Enterprise Asset Management
  3. Tax Advantage
  4. Risk Shifting and Risk Distribution

Takeaways:

  • Thorough understanding of 831(b) Insurance Companies
  • How to form your insurance company to manage P&C and EB risk
  • When to form your insurance company

12:00 pm - 1:00 pm EDT Password: PHE2405

Affordable Care Act Update - What's New With the ACA 06/14/2017

Speaker: Stacy Barrow, Esq.

Stacy Barrow is BAN’s Co-Director of Compliance and a partner at Marathas Barrow Weatherhead Lent LLP.  Mr. Barrow is a sought after speaker on all aspects of employee benefits law, including the Affordable Care Act.  He has published numerous articles and has been widely quoted on issues arising under the Affordable Care Act.  He is widely recognized by clients, opposing counsel and national law firm ranking organizations as among the best in the field.

Join Stacy Barrow, Esq. as he provides attendees with insight and understanding during this informative webinar. Stacy discusses top compliance issues in 2017, new legal and regulatory updates in employee benefits, and recent court cases of interest.

12:00 pm - 1:00 pm EDT Password: ACA0614

 
 
Assessing Health Claim Risk 06/28/2017

Speaker: Dr. Bruce Campbell

Dr. Campbell brings over 25 years of executive experience in healthcare, information technology, and managed care to our clients. He has held executive staff and operating positions in healthcare services companies, managed care plans, integrated delivery systems, medical groups and healthcare information technology companies.

Join Dr. Bruce Campbell for a special, two-part webinar series Assessing and Mitigating Health claims risk. In this first webinar, Dr. Campbell will discuss the keys to Assessing Risk including health risk assessment, biometrics, the general health profile of existing health membership, and the pool of high probability claimants that could generate high cost.

12:00 pm - 1:00 pm EDT Password: 

Introduction to Lead2Health 07/19/2017

John O'Connell

Speaker: John O'Connell

 
John brings strategic perspective through his service on the boards of several institutions. He serves as Co-Managing Partner and on the Board of Directors of the Benefit Advisors Network (BAN), a consortium of 65 independent benefit advisors with annual revenues of over $300 million. He also serves on the Board of the National Benefit Center, an insurance service and product distribution company headquartered in Cleveland.
 
Speaker: Susan Boucher

 
Susan is our Vice President for our Lead2Health platform.  In this role, she has total oversight of the Lead2Health platform, including long term strategic planning, management of data analytics, vendor plan performance, broker relations, implementations and governance, as well as monitoring and reporting on performance guarantees, financial results and utilization metrics.
 
 

Meet Lead2Health

Lead2Health is a health insurance program that provides companies with 50 – 1000 employees’ the solutions they have been looking for. During this seminar, speakers John O'Connell, Susan Boucher and Nancy Degroff will educate attendees on how Lead2Health can:

  • lower costs
  • help create more satisfied employees
  • provide a long term solution
  • offer state of the art tools
  • provide access to some of the most highly rated partners in the industry

12:00 pm - 1:00 pm EDT Password: LTH0719

Mitigating Health Claims Risk 07/28/2017

Speaker: Dr. bruce Campbell

Dr. Campbell brings over 25 years of executive experience in healthcare, information technology, and managed care to our clients. He has held executive staff and operating positions in healthcare services companies, managed care plans, integrated delivery systems, medical groups and healthcare information technology companies.

In the second of this 2 Part Assessing and Mitigating Health Claims Risk,  webinar series, Dr. Bruce Campbell provides guidance on Mitigating Health Risk. Attendees will gain an understanding of value based insurance design, optional programs from the health plan and pharmacy benefits manager, when it is appropriate to hire an external vendor and who they should be, and various health promotions to engage with employees and boost morale.

12:00 pm - 1:00 pm EDT Password: MCH0728

Legalities of Creative Benefit Designs: Wellness Programs that comply with DOL, ADA and GINA Rules 08/09/2017

Speaker: Stacy Barrow, Esq.

Stacy Barrow is BAN’s Co-Director of Compliance and a partner at Marathas Barrow Weatherhead Lent LLP.  Mr. Barrow is a sought after speaker on all aspects of employee benefits law, including the Affordable Care Act.  He has published numerous articles and has been widely quoted on issues arising under the Affordable Care Act.  He is widely recognized by clients, opposing counsel and national law firm ranking organizations as among the best in the field.  

Join us for an overview of the legal and regulatory guidelines for wellness programs set forth by the U.S. Department of Labor and the Equal Employment Opportunity Commission. learn how different types of wellness programs trigger application of rules under HIPAA, ADA and GINA. We'll provide a review of the limits on rewards under DOL and EEOC rules. There will be a discussion of the notice requirements applicable to wellness programs and we'll touch on recent court cases of interest.

Attendees will take away:

  • An understanding of which laws apply to wellness programs
  • An understanding of how the limits on rewards apply
  • Best practices for ensuring wellness programs comply with applicable law

12:00 pm - 1:00 pm EDT Password: CBD0809

Stop Loss Underwriting: A Look Under the Hood 08/23/2017

Speaker: Pat Campola

His background includes serving as a Senior Vice President of Operations and the Chief Medical Officer of a national managed care company and as the Chairperson of the Audit Committee of the Board of Directors of a public company operating Medicare Special Needs Plans and disease management programs.

The development of aggregate factors and specific rates has a number of variables  which can be influenced by the detail submitted to the underwriter and the discretion the underwriter has based on his or her experience and management level. Having knowledge of the process will help the attendee in their efforts to receive a competitive response to a proposal request. 

Take aways:

  • Knowledge of the key compenants of the underwriting process
  • Factors that can be influence based on the information submitted
  • Underwriting decision chain
  • How to leverage book of business

12:00 pm - 1:00 pm EDT Password: SLU0823

 
 
Introduction to Consumer Directed Healthcare and Account-Based Plans:  HDHPs, HSAs, FSAs and HRAs 10/11/2017

Speaker: Stacy Barrow, Esq.

Stacy Barrow is BAN’s Co-Director of Compliance and a partner at Marathas Barrow Weatherhead Lent LLP.  Mr. Barrow is a sought after speaker on all aspects of employee benefits law, including the Affordable Care Act.  He has published numerous articles and has been widely quoted on issues arising under the Affordable Care Act.  He is widely recognized by clients, opposing counsel and national law firm ranking organizations as among the best in the field.  

Stacy Barrow, Esq. offers an introduction to consumer directed healthcare including: 

  • Background on Consumer Directed Healthcare
  • HSA Eligibility and Contribution Rules
  • Using HSA Funds
  • Employer Contributions to HSA
  • HRAs and FSAs under the ACA 

Takeaways: 

  • An understanding of the rules surrounding high deductible health plans (HDHPs)
  • How HSAs, FSAs, and HRAs can coordinate with HDHPs
  • How HSAs, FSAs and HRAs have changed under the ACA

12:00 pm - 1:00 pm EDT Password: CDH1011

New & Emergingy HR Technologies 10/25/2017

Speaker: Josh Hoover

Josh Hoover is the Strategic Client Manager for Benefit Technology Resources. His broad experience spans more than a decade of Consulting, Human Resources, Business Development, Sales and Marketing. He offers a unique perspective in HR Technology Consulting as someone who has managed payroll, sold payroll, programmed databases, and developed an HRIS solution. As such, he has seen the process from every angle. Working with clients to find technology that can solve their problems and streamline their processes is where he excels. Developing long-term, strategic relationships with his broker partners is paramount to offering exceptional consulting service and solutions to their clients.

 

 

 

 

 

 

Speaker: Jamie Hawkins

Jamie Hawkins is the President and CEO of Benefit Technology Resources, LLC and an independent technology consultant. She has been instrumental in helping employers identify how the technology in today’s marketplace can streamline the way they administer their entire HR “back-office” functions and stay compliant with health care reform. She has 17 years of industry experience and over 13 years specializing in Employee Benefits technology solutions for employer groups with 100-8,000 employees. With over 300 providers in the HR technology sector, she has the unique skills to help employers identify and vet the solutions which best fit their needs, budget and timing.

Are you leveraging technology in order to improve and streamline your tactical processes? Are there any key strategic initiatives that technology can help you in accomplishing? 

New & Emerging HR Technologies: on the heels of the 2017 HR Tech Conference we will discussing what the latest industry trends are and how HR Professionals can leverage technology in both tactical processes, and forward-thinking, strategic initiatives.

12:00 pm - 1:00 pm EDT Password: HRT1025

 
 
End of Year Compliance Round-up 12/13/2017

Speaker: Stacy Barrow, Esq.

Stacy Barrow is BAN’s Co-Director of Compliance and a partner at Marathas Barrow Weatherhead Lent LLP.  Mr. Barrow is a sought after speaker on all aspects of employee benefits law, including the Affordable Care Act.  He has published numerous articles and has been widely quoted on issues arising under the Affordable Care Act.  He is widely recognized by clients, opposing counsel and national law firm ranking organizations as among the best in the field.  

Join Stacy Barrow, Esq for a review of the compliance changes in 2017.

Key Concepts: 

  • Update on legal and regulatory changes under the ACA in 2017
  • Review of other agency guidance in 2017 applicable to health and welfare plans 
  • Update on recent court cases affecting health and welfare plans
  • What to expect for 2018



12:00 pm - 1:00 pm EDT Password: YIR1712