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    NOVEMBER BREAKFAST MEETING - Cost Containment Strategies in Healthcare: 2018 and Beyond - APPROVED for 1.5 HRCI Credit Hours

    Date: November 15, 2017, 7:00am – 9:00am
    Suzanne Motta
    Radisson Rockville
    3 Research Court
    Rockville, MD 20850
    Student $ 20, Member$25, Non Member $35, Walk Ins $50
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    All reports appear to point to another year of escalating health insurance rates.  Our presenters bring many years of experience to actionable strategies to address your next plan year challenges.

    Beth Robertson, SPHR, SHRM-SCP , Vice President & Senior Consultant

    Beth Robertson is a Vice President & Senior Consultant with NFP. She came to the firm with 20 years of experience in the areas of health and welfare benefit programs, human resources, financial management of ERISA plans, and benefits administration technology. The majority of Beth’s work has been in the mid and large market (200+ employees) across multiple industries, focusing on numerous employee benefit issues, including strategy planning and execution, plan design, financial analysis, market solicitations, cost containment, care management, the explosion of healthcare technology, retiree medical, collective bargaining, benefits harmonization, and employee communications.

    A key focus area over the last 12 years for Beth has been working with government contractors, with varied experience including Service Contract Act (SCA). Additionally, she has worked with several law firms, nonprofit and NGO's and understands the complexities of these sectors as well.

    Health Care Reform continues to be a primary component of Beth’s work, assisting clients with the development of multi-year strategies and compliance.  Beth’s career includes Human Resource Management, which has proven to be invaluable experience that she continues to use in her day-to-day life as a Consultant/Advisor.  Beth is a Pennsylvania native and a graduate of Penn State University.

    Alan Schulman, Vice President and Relationships Manager, Meltzer Group

     Alan started his career in 1980 as a Certified Financial Planner and transitioned into the insurance industry in 1988 to work with company owners on their employee benefits. Alan is licensed in health, life, long term care and all lines of business insurance, and assists top executives in creating and preserving wealth and a secure retirement.

    Alan is past President of The Greater Washington National Association of Health Underwriters (GWAHU) and is past President of the Maryland Association of Health Underwriters (MAHU). He is a lifetime member of the Leading Producers Round Table of the National Association of Health Underwriters (NAHU), and was appointed in 2010 sit on the Board of Directors for NAHU’s political action committee, the Healthcare Underwriters Political Action Committee (HUPAC). On March 6th, 2014 Alan testified before the U.S. Congressional Small Business Committee, representing NAHU and his client, on the impact of the Patient Protection and Affordable Care Act (PPACA, commonly referred to as “Obama Care”), on small and medium size businesses.

    Alan currently serves on the Joint Legislative Task Force in Maryland, a group of health agents who work with their association’s lobbyist, and meet with legislators in Annapolis to assist in the creation of laws that positively affect the cost of health insurance in the state of Maryland. He is also a member of the Maryland and DC Health Insurance Exchange Advisory Committees.

    Passionate about serving his community, Alan is a member of the Maryland Nonprofits Association and Maryland Association of Community Services (MACS). In 2014, he was appointed to serve on the Board of Directors for Hearts & Homes for Youth, a Maryland-based non-profit organization serving young survivors of neglect and abuse. He is also an active member of the Metro Bethesda Rotary Club.

    Tom Cogan, President, Meltzer Group

    Tom came to The Meltzer Group in 2005 after spending 15 years at Mid Atlantic Medical Services, Inc. (MAMSI), and UnitedHealthcare. While at UnitedHealthcare, Tom was President of the Large Group division and managed a team of more than 40 people responsible for all new and renewing large group business in the Washington metropolitan area.  Born in Point Pleasant, New Jersey, Tom spent most of his childhood in Medford, N.J. After graduating from Indiana University’s Kelley School of Business in 1988, he relocated to the D.C. metro area and started working in the health insurance industry with MAMSI in 1990.

    Registration is now closed.  Walk Ins welcome!