Rethink Your Population’s Health

Employee Benefits 2025 Seminar Series

EARN SHRM, HRCI & CPE CREDITS

Tuesday, February 11 | 1:00 - 5:00 PM

Seminar I | Risk Pool Management: How to Develop a Winning Health Plan

Eye-opening and strongly contrary to conventional wisdom, this foundational seminar establishes the critical thinking necessary to effectively manage a health plan. This presentation is for plan sponsors who are serious about optimizing recruitment and retention while helping to minimize cost and maximize employee satisfaction.

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

Tuesday, April 22 | 1:00 - 5:00 PM

Seminar II | A Strategic Approach to Health Plan Funding & Catastrophic Claims Management

Whether fully insured or self-funded, employers are losing to insurers by routinely miscalculating what is in their best interest. Join us to learn how the industry is failing employers, encouraging the wrong decisions and driving insurer profits.

  • What your health risk is, and why you are measuring it incorrectly
  • How health plan funding works
  • Why medical reporting is deceptive and irrelevant
  • How to “beat the system” by using your data in a way the industry cannot

Wednesday, May 21 | 1:00 - 5:00 PM

Seminar III | The Evolving Landscape of Leave: No Signs of Slowing Down

By the end of 2024, active paid family and medical leave programs were in place in nine states, the District of Columbia and Puerto Rico, while four additional states have enacted laws with future implementation dates. Furthermore, 19 states, the District of Columbia, and Puerto Rico have established paid sick leave (PSL) laws, with numerous municipalities enacting similar legislation.

In this rapidly evolving landscape, employers are grappling with the challenges of ensuring compliance while effectively coordinating benefits that meet employee needs, maintain business continuity and remain cost-effective. Join us as we take an in-depth look at the leave of absence laws impacting employers in Oregon and Washington. We explore strategies for designing winning policies that align with these regulations and support organizational success.

Details

Earn 2.0 CPE, SHRM and HRCI credits at sessions I & II

Earn 1.5 SHRM and HRCI credits at session III

Chance to win a Dyson Supersonic hair dryer and Bose headphones!

Where

Amaterra Winery

8150 SW Swede Hill Drive, Portland, OR 97225

At Brown & Brown, David’s role is to provide guidance and leadership that fosters each office’s ability to satisfy their growth objectives. He 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 developing and maintaining financial tools and methodologies that improve clients’ ability to manage their employer-sponsored health plans effectively. His role keeps him actively involved in managing key accounts, representing more than 300,000 members.

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

Previously, 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 earned his bachelor’s degree in finance at Minnesota State University, where he now periodically teaches statistics.

This program is approved for:

 

2 HRCI Credits

 

2 SHRM Credits

2 CPE Credits

At Brown & Brown, David’s role is to provide guidance and leadership that fosters each office’s ability to satisfy their growth objectives. He 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 developing and maintaining financial tools and methodologies that improve clients’ ability to manage their employer-sponsored health plans effectively. His role keeps him actively involved in managing key accounts, representing more than 300,000 members.

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

Previously, 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 earned his bachelor’s degree in finance at Minnesota State University, where he now periodically teaches statistics.

This program is approved for:

 

2 HRCI Credits

 

2 SHRM Credits

2 CPE Credits

Ali serves as the Director of Absence Consulting at Brown & Brown Strategic Non-Medical Solutions (SNS), where she collaborates with customers and account teams to manage all aspects of absence programs. Her areas of expertise include disability, leave and family medical leave, day-one absence management, and ADA services. Ali specializes in paid family and medical leave, claims service delivery, time-off policies, plan assessment and design, comparator benchmarking, and vendor management.

With over 16 years of experience in absence and disability management, Ali brings a wealth of knowledge and leadership to the field. Prior to joining SNS, she held various roles in the vendor space, focusing on leave of absence solutions.

Ali holds a Bachelor of Geology degree from Portland State University, a Bachelor of Fine Arts degree from Moorhead State, and a Certified Professional in Disability Management (CPDM) designation from IEA Training.

This program is approved for:

 

1.5 HRCI Credits

 

1.5 SHRM Credits