Boot Camp: Self-Funding 101
An introduction to the pros and cons and ins and outs of self funding for Indiana employers.
Continuing Education Credits: 2.5 hours of CEU for HRCI and PDC for SHRM
ABOUT THIS EVENT
As an HR or business professional responsible for employee benefits, you may be curious about the potential benefits of self funding. Get up to speed fast on the ins and outs of self funding at the Apex Benefits Self-Funding Boot Camp.
After completion of this class you can expect to:
- Have a basic understanding of self-funded insurance programs
- Understand the potential benefits or pitfalls of transitioning to self funding
- Make more informed recommendations to your leadership team about self funding
- Be more confident in having self-funding discussions with your broker, payers and company leaders
Who: Anyone considering moving to self funding, or self-funded organizations seeking greater understanding
When: Thursday, March 12, 2020
- 8am: Continental breakfast and networking
- 8:30am: Program
- 11:30am: Adjourn
Defining Self-funding and Its Role in the Current Marketplace
Roles of Entities in the Management of Self-Funded Plans
Financial Components of Self-funded Plan Costs
Reinsurance Contract Provisions
Self-funding Advantages and Disadvantages
Questions? Contact Toni at firstname.lastname@example.org.
Toni Stinson, CPBS, Apex Benefits
Toni has over 19 years of experience in the employee benefits industry in various client-facing service and consulting roles at Indianapolis-area benefits consulting firms.
She entered the industry at Gardner and White in 2000 as an Underwriting Administrator, processing bill payments, enrollments and renewal documentation for a multi-state block of life, disability and dental plans. She was promoted to supervising a team responsible for the enrollment and billing for group plans in a life and disability trust. The team was also responsible for administration services for initial and ongoing claims; disability and life claims submissions including reviewing all claims documentation for completeness and following up on outstanding items; educating claimants on their disability plan design and answering questions about process and claims payments.
Toni started at Apex Benefits in 2004 as a Service Coordinator, coordinating employer paperwork, answering questions from both employees and members about enrollment, billing, benefits and claims for medical, dental, vision, life, disability and voluntary plans. She later moved into a strategic consulting role as a Senior Account Executive, which allowed her to collaborate with employers to uncover their benefits pain points and design solutions that allowed employers to create sustainable benefits programs and increase employee engagement. Toni was responsible for client retention, providing strategic renewal recommendations, and supporting Human Resource personnel and members with escalated billing, claims, enrollment and benefits resolution. Educating members about benefit plan features and costs during open enrollment and throughout the year was integral to her success in that role.
In February 2018, Toni was promoted to Director of Apex Academy and was able to focus all of her efforts at building a sustainable and scalable training and development program using her 19 years of experience to educate employees new to the industry and help develop those with years in the industry to become better consultants. She is responsible for the design of instruction in Benefits 101, a foundational introduction to employee benefits; a self-funded subject matter expert training; and the Pharmacy Benefits Lab, a hands-on lesson encouraging employers to discover ways to improve their pharmacy benefit contract language.
Toni maintains an Indiana Life and Health License and is a Certified Pharmacy Benefits Specialist (CPBS).
*This is an event exclusively intended for clients and prospective clients of Apex Benefits Group, Inc. This event is subject to registration confirmation and acceptance by Apex Benefits Group, Inc. in its sole discretion.