Employee Benefits Whiteboard Event

Strategies to Lower Costs, Improve Benefits, and Recruit & Retain

EARN 2 SHRM & HRCI CREDITS

Eye-opening and strongly contrary to conventional wisdom, this new session will provide powerful insights into key compliance concerns and health plan myths and misconceptions being pushed in the market today. Employers will learn how to build a benefits plan that is in the best interest of both their employees and companies’ long-term success. 

When Compliance Catastrophes Cost Cash

Part I of this seminar is a cautionary tale about common compliance errors that have cost employers significant dollar amounts and how to help avoid them. You will learn:

  • Common mistakes associated with the Employer Mandate and the reporting that goes with it
  • Plan document failures; SPDs, their distribution and their eligibility terms
  • The snake in your boot that is the COBRA general notice
  • Extended leaves of absence and their pitfalls
  • Life insurance errors and their consequences

Risk Pool Management

Part II will dive into a different way of thinking about benefits and will cover:

  • Why employers are failing at health plan management
  • How to structure your medical offerings to increase the value of benefits and reduce costs
  • How “best practices” are repelling the best talent and souring corporate culture
  • Why the industry benchmarks are wrong and are driving the costs of your health plan higher

When

Tuesday, July 18th, 2023

1:00 PM – 3:30 PM

Where

Tulsa Botanic Garden

3900 Tulsa Botanic Dr, Tulsa, Oklahoma 74127

Amanda Olimb
Vice President | Regulatory and Legislative Strategy Group

Amanda Olimb, J.D., delivers a refreshing take on the regulatory and legislative topics that impact employee benefits programs. With nearly a decade of experience in employee benefits, she helps support customers by delving into their specific employee benefits questions and breaking down new and existing regulatory and legislative topics. Olimb also provides in-person and virtual training so customers deeply understand key issues. Her hands-on style provides listeners with practical ways to approach compliance topics.

Olimb joined Brown & Brown in 2021. She graduated magna cum laude from William Mitchell College of Law and is a Mitchell Fellow.

 

Dave Ross
Executive Vice President & Director of Underwriting Services at Brown & Brown

David’s role is to provide guidance and leadership that fosters each office’s ability to satisfy their growth objectives. David is a key player in defining Brown & Brown's macro initiatives and providing the vision, tools and education to support those objectives.

David’s secondary role is the Director of Underwriting Services where his primary responsibilities include the development and maintenance of financial tools and methodologies that improve clients’ ability to effectively manage their employer-sponsored health plans.  David’s role keeps him actively involved in the management of key accounts, representing over 300,000 members.

Additionally, David acts as a National resource and the primary source of both internal and external education and support regarding efficient health plan structure.  David spends much of his time traveling around the country educating consultants, employers, and legislative bodies on the many counter-intuitive and nuanced components of effective health care cost management.

Prior to joining Brown & Brown in 2004, David worked as an Underwriting Strategist at Blue Cross Blue Shield of Minnesota where he designed pricing methodologies that satisfied Blue Cross Blue Shield’s strategic objectives.  During his tenure, David acted as an internal liaison between actuarial, underwriting and sales and assisted with BCBS’s lobbying efforts to expand the HDHP marketplace.

David has periodically taught statistics at Minnesota State University where he earned his bachelors degree in Finance.

This program is approved for:

2 HRCI Credits

2 SHRM Credits

Brown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm, delivering risk management solutions to individuals and businesses since 1939. With over 14,000 teammates in more than 400 locations across the U.S. and select global markets, we are committed to providing innovative strategies to help protect what our customers value most.

For more information or to find an office near you, please visit BBrown.com.