Employee Health Schedule

​​​​​​​​​​​​​​Note: Part II courses can be taken before Part I courses.

Part I

Day One


  • Role and purpose of public employee health plans
  • Governing documents
  • Duties and responsibilities of fiduciaries
  • Overview of strategic planning process
  • Ethical decision making
  • Establishing best practices

Legal Environment

  • Fiduciary liability
  • ERISA applicability
  • Litigation
  • Legal representation

Day Two


  • Explanation of general, federal and state legislative approaches to health plan regulation
  • Federal legislation that is applicable to governmental plans
  • Overview of laws that impact health plan design
  • The issues likely to be debated in the current Congress

Actuarial/Financial Principles

  • Basic methods and assumptions
  • Prefunding concepts (retiree health)
  • Benefit costing: relevant data
  • Data analysis
  • Rate setting
  • Short-/long-term projections

Part II

Day One

Administrative Strategies

  • Identifying and satisfying customer expectations
  • Staff competencies and training
  • Reporting procedures and data dissemination
  • Integrating advanced technology
  • Request-for-proposal process

Concepts of Group Health Plans

  • Health plan design
  • Retiree health plan design
  • Plan performance management strategies
  • Advantages/disadvantages of designs
  • Financial/funding options
  • Tomorrow’s models

Day Two

Employer Strategies/Options

  • Key trends
  • Design options
  • New assessment systems
  • Discretionary areas
  • Risk reduction strategies
  • Strategic responses to new models

Emerging Issues

  • Data-based decision making and purchasing evaluation
  • Changes in workforce demographics
  • Workers’ compensation/24-hour coverage
  • Voluntary benefits
  • Work life benefits
  • Demand management strategies