Certificate Series - Funding and Finance of Health Benefits

Wednesday, July 22 - Thursday, July 23, 2020
Sheraton Boston Hotel, Boston, MA
Certificate Series - Funding and Finance of Health Benefits


Take a single course in a specific area or take three courses to earn a Certificate of Achievement in the discipline of your choice. Find solutions for today’s challenges and prepare for tomorrow’s opportunities through an enriching learning experience that combines valuable materials, outstanding instruction and networking opportunities.



  • Overview of Funding Methods
  • Determining Which Funding Method
    is Right for Your Plan(s)
  • Risk Management Strategies
  • The Roles of Plan Professionals
  • Setting Reserve Levels
  • Stop-Loss Coverage
  • Current Trends:
    What Other Plans are Doing
  • Impact of Legislation

I would recommend this Certificate Series to any trustee or administrator facing the challenges of ACA or trying to find savings while still focusing on quality of the plan and quality of health outcome.

John C. Brown Trustee

​Benefits of Attending

  • Learn from industry experts and your peers.
  • Gain valuable written materials and resources.
  • Discuss the strategies that plans are implementing today and considering for tomorrow.
  • Connect with others who are dealing with similar issues.
  • Demonstrate your knowledge through interactive exercises and case studies.

Who Should Attend

  • Benefits professionals
  • Human resource generalists who deal with plan participants
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, law and financial service
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serve


  • Steven Draper Senior Manager Ernst & Young LLP
  • Paul B. Wroblewski, ASA, FCA, MAAA Consulting Actuary First Actuarial Consulting, Inc. (FACT)


Certificate Series instructors are skilled educators, researchers and lead authorities in their field.

Complete List of Instructors

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Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 6/10/2020 US $1,275.00 US $1,495.00
After 6/10/2020 US $1,575.00 US $1,795.00