Upcoming Speaking events

 

Westwood Conference Center

Wausau, Wisconsin

May 13, 2020

Self-Funding Tutorial:   Basic Concepts through Advanced Tactics

 

This all-inclusive, three-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics for risk mitigation. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to discounted provider networks, stop loss protection, claims administration, case management, pharmacy, data analytics, domestic medical travel and digital medicine. Gain an understanding of the emerging use of group captives along with the new level-funded and reference-based pricing arrangements.  Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Discuss real-world examples and walk away from this session well-grounded in the concepts of self-funding and partial self-funding for employers/plan sponsors with 35 or more employees. Space is limited and advance registration required: lknick@coalitionservices.com

Westin River North

Chicago, Ilinois

June 14, 2020

Pre-Conference: 

Self-Funding Forum:   Basic Concepts, Advanced Tactics and Compliance Insights

 

This all-inclusive, five-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics for risk mitigation. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, case management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. Gain an understanding of the emerging use of group captives along with the new level-funded and reference-based pricing arrangements. A seasoned employee benefits attorney also provides an overview of key compliance requirements and considerations. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Discuss real-world case studies and walk away from this session well-grounded in the concepts of self-funding and partial self-funding.

 

Self-Funding: What You Need to Know About Stop Loss Contracts and Underwriting

 

This one-hour session is geared towards benefit managers, chief financial officers HR support staff who are currently experienced the concept of partial self-funding group health plans. This session provides an in-depth review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18—terminal liability. Mr. Hoffman will provide information to smooth out potential gaps and help facilitate the renewal process. Among the topics covered are the selection of appropriate specific and aggregate stop loss funding levels as well as the new and renewal underwriting process, including the use of stop loss lasers. Also discussed is the emerging use of group captives for stop loss along with a review of how actuaries establish COBRA rates and “incurred but not reported” (IBNR) claim liability. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss funding level.

Hyatt Regency

Austin, Texas

September 13, 2020

Pre-Conference: 

Self-Funding Forum:   Basic Concepts, Advanced Tactics and Compliance Insights

 

This all-inclusive, five-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics for risk mitigation. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, case management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. Gain an understanding of the emerging use of group captives along with the new level-funded and reference-based pricing arrangements. A seasoned employee benefits attorney also provides an overview of key compliance requirements and considerations. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Discuss real-world case studies and walk away from this session well-grounded in the concepts of self-funding and partial self-funding.

 

 

Self-Funding: What You Need to Know About Stop Loss Contracts and Underwriting

 

This one-hour session is geared towards benefit managers, chief financial officers HR support staff who are currently experienced the concept of partial self-funding group health plans. This session provides an in-depth review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18—terminal liability. Mr. Hoffman will provide information to smooth out potential gaps and help facilitate the renewal process. Among the topics covered are the selection of appropriate specific and aggregate stop loss funding levels as well as the new and renewal underwriting process, including the use of stop loss lasers. Also discussed is the emerging use of group captives for stop loss along with a review of how actuaries establish COBRA rates and “incurred but not reported” (IBNR) claim liability. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss funding level

Conference Archive

HBCE Wrap Video ~ January 2019

https://www.youtube.com/watch?v=rFUngonJJVY

The Swan Hotel Disney

Disney World, Florida

May 3, 2020

Pre-Conference: 

Self-Funding Forum:   Basic Concepts, Advanced Tactics and Compliance Insights

 

This all-inclusive, five-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics for risk mitigation. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, case management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. Gain an understanding of the emerging use of group captives along with the new level-funded and reference-based pricing arrangements. A seasoned employee benefits attorney also provides an overview of key compliance requirements and considerations. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Discuss real-world case studies and walk away from this session well-grounded in the concepts of self-funding and partial self-funding.

Self-Funding: What You Need to Know About Stop Loss Contracts and Underwriting

 

This one-hour session is geared towards benefit managers, chief financial officers HR support staff who are currently experienced the concept of partial self-funding group health plans. This session provides an in-depth review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18—terminal liability. Mr. Hoffman will provide information to smooth out potential gaps and help facilitate the renewal process. Among the topics covered are the selection of appropriate specific and aggregate stop loss funding levels as well as the new and renewal underwriting process, including the use of stop loss lasers. Also discussed is the emerging use of group captives for stop loss along with a review of how actuaries establish COBRA rates and “incurred but not reported” (IBNR) claim liability. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss funding level.

The Cosmopolitian

Las Vegas, Nevada

March 15, 2020

Pre-Conference: 

Self-Funding Forum:   Basic Concepts, Advanced Tactics and Compliance Insights

 

This all-inclusive, five-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics for risk mitigation. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, case management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. Gain an understanding of the emerging use of group captives along with the new level-funded and reference-based pricing arrangements. A seasoned employee benefits attorney also provides an overview of key compliance requirements and considerations. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Discuss real-world case studies and walk away from this session well-grounded in the concepts of self-funding and partial self-funding.

Self-Funding: What You Need to Know About Stop Loss Contracts and Underwriting

 

This one-hour session is geared towards benefit managers, chief financial officers HR support staff who are currently experienced the concept of partial self-funding group health plans. This session provides an in-depth review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18—terminal liability. Mr. Hoffman will provide information to smooth out potential gaps and help facilitate the renewal process. Among the topics covered are the selection of appropriate specific and aggregate stop loss funding levels as well as the new and renewal underwriting process, including the use of stop loss lasers. Also discussed is the emerging use of group captives for stop loss along with a review of how actuaries establish COBRA rates and “incurred but not reported” (IBNR) claim liability. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss funding level.

The Kalahari

Wisconsin Dells, Wisconsin

October 18, 2019

Partial Self-Funding, Level Funding and Reference Based Pricing; are they right for your firm?

This session is geared towards Business Owners, HR Professionals, Benefit Managers, Chief Financial Officers and their support staff who are either new or seasoned in the concept of self-funding group health plans.  This session begins with the basics of self-funding a health and welfare plans and progresses to more advanced topics. Mr. Hoffman breaks down Third Party Administrative (TPA) and Administrative Services Only (ASO0, Level Funding (LF) and Reference Based Pricing (RBP)  funding models into easy-to-understand segments and explains the “plug and play” approach to claims administration; stop loss, disease management, pharmacy plan, direct provider contracting and data integration tools. He also provides a review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18—terminal liability. Mr. Hoffman will provide information to smooth out potential gaps and help facilitate the renewal process. Self-funding group health plans is not a new concept for larger employers; however many smaller employers with 10 employees or more  are seeking this funding method as result of healthcare reform and the Affordable Care Act.  Those new small group stop loss contracts and Level Funded and Reference Based pricing products will be addressedAdd News Story here

Omni Nashville Hotel

Nashville, Tennessee

September 15, 2019

Pre-Conference: 

Self-Funding Forum:  Basic Concepts and Advanced Tactics in Self-Funding

 

This all-inclusive four-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics to help mitigate risk. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, care management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. The emerging use of group captives will be discussed along with the new level-funded and reference based pricing arrangements. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Real-life case studies will be considered, allowing participants to walk away from this session well-grounded in the concept of self-funding and partial self-funding.

Self-Funding: What You Need to Know About Stop Loss Contracts and Underwriting

 

This one (1) hour session is geared towards agents, brokers, consultants and benefit agency support staff who are currently experienced the concept of partial self-funding group health plans. This session provides an in-depth review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18—terminal liability. Mr. Hoffman will provide information to smooth out potential gaps and help facilitate the renewal process. Among the topics covered are the selection of appropriate specific and aggregate stop loss funding levels as well as the new and renewal underwriting process, including the use of stop loss lasers. Also discussed is the emerging use of group captives for stop loss along with a review of how actuaries establish COBRA rates and “incurred but not reported” (IBNR) claim liability. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss funding level

Chicago, Illinois

Chicago, Illinois

June 3, 2019

Pre-Conference: 

Self-Funding Forum:  Basic Concepts and Advanced Tactics in Self-Funding

 

This all-inclusive four-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics to help mitigate risk. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, care management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. The emerging use of group captives will be discussed along with the new level-funded and reference based pricing arrangements. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Real-life case studies will be considered, allowing participants to walk away from this session well-grounded in the concept of self-funding and partial self-funding.

Self-Funding: What You Need to Know About Stop Loss Contracts and Underwriting

 

This one (1) hour session is geared towards agents, brokers, consultants and benefit agency support staff who are currently experienced the concept of partial self-funding group health plans. This session provides an in-depth review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18—terminal liability. Mr. Hoffman will provide information to smooth out potential gaps and help facilitate the renewal process. Among the topics covered are the selection of appropriate specific and aggregate stop loss funding levels as well as the new and renewal underwriting process, including the use of stop loss lasers. Also discussed is the emerging use of group captives for stop loss along with a review of how actuaries establish COBRA rates and “incurred but not reported” (IBNR) claim liability. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss funding level

Boston, Massechusetts

Boston, Massachusetts

May 5, 2019

Pre-Conference: 

Self-Funding Forum:  Basic Concepts and Advanced Tactics in Self-Funding

 

This all-inclusive four-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics to help mitigate risk. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, care management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. The emerging use of group captives will be discussed along with the new level-funded and reference based pricing arrangements. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Real-life case studies will be considered, allowing participants to walk away from this session well-grounded in the concept of self-funding and partial self-funding.

Self-Funding: What You Need to Know About Stop Loss Contracts and Underwriting

 

This one (1) hour session is geared towards agents, brokers, consultants and benefit agency support staff who are currently experienced the concept of partial self-funding group health plans. This session provides an in-depth review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18—terminal liability. Mr. Hoffman will provide information to smooth out potential gaps and help facilitate the renewal process. Among the topics covered are the selection of appropriate specific and aggregate stop loss funding levels as well as the new and renewal underwriting process, including the use of stop loss lasers. Also discussed is the emerging use of group captives for stop loss along with a review of how actuaries establish COBRA rates and “incurred but not reported” (IBNR) claim liability. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss funding level

San Diego, California

San Diego, California

March 24, 2019

Pre-Conference: 

Self-Funding Forum:  Basic Concepts and Advanced Tactics in Self-Funding

 

This all-inclusive four-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics to help mitigate risk. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, care management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. The emerging use of group captives will be discussed along with the new level-funded and reference based pricing arrangements. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Real-life case studies will be considered, allowing participants to walk away from this session well-grounded in the concept of self-funding and partial self-funding.

Self-Funding: What You Need to Know About Stop Loss Contracts and Underwriting

 

This one (1) hour session is geared towards agents, brokers, consultants and benefit agency support staff who are currently experienced the concept of partial self-funding group health plans. This session provides an in-depth review of stop loss “contract types”—12/12, 15/12, 12/15, 15/18—terminal liability. Mr. Hoffman will provide information to smooth out potential gaps and help facilitate the renewal process. Among the topics covered are the selection of appropriate specific and aggregate stop loss funding levels as well as the new and renewal underwriting process, including the use of stop loss lasers. Also discussed is the emerging use of group captives for stop loss along with a review of how actuaries establish COBRA rates and “incurred but not reported” (IBNR) claim liability. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss funding level

 

Clearwater Beach, Florida

Clearwater Beach, Florida

January 28, 2019

Pre-Conference: 

Self-Funding Forum:  Basic Concepts and Advanced Tactics in Self-Funding

 

This all-inclusive four-hour session begins with the basics of self-funding your health and welfare plan and progresses to more advanced tactics to help mitigate risk. The speaker breaks down this funding arrangement into easy-to-understand segments and explains the “plug and play” approach to stop loss protection, claims administration, care management, pharmacy, data analytics, domestic medical travel, direct provider contracting and digital medicine. The emerging use of group captives will be discussed along with the new level-funded and reference based pricing arrangements. Gain insight into the variations of stop loss contracts, including recent hybrid contracts, and how they impact the employer’s risk tolerance and financial goals. Real-life case studies will be considered, allowing participants to walk away from this session well-grounded in the concept of self-funding and partial self-funding.

 

New Orleans, Louisiana

International Foundation of Employee Benefit Plans - 64th Annual Benefits Confernece

October 15, 2018

Steps in Moving From a Fully Insured to a Self-funded Health Plan

This session begins with a comparison between fully insured and partial self-funding a health and welfare plan. The speaker breaks down Third Party Administration, Administrative Services Only, Level Funding and the emerging use of Reference Based Pricing models into easy-to-understand segments. Learn about the “plug and play” approach to claims administration, provider networks, stop loss, care management, pharmacy plans and direct provider contracting and digital medicine. Receive a review of stop loss “contract types” including run in, run out, incurred and terminal liability. Partial self-funding group health plans is not a new concept for larger employers; however, many small and mid-sized employers are seeking this funding method as a direct result of the Affordable Care Act

 

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