Certificate Series - Health Benefit Plan Basics

Monday, July 20 - Tuesday, July 21, 2020
Sheraton Boston Hotel, Boston, MA


Take a single course in a specific area or take three courses to earn a Certificate of Achievement in 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.


  • History, philosophy and ob​​jectives
  • Types of employer-sponsored plans
  • Health care delivery systems
  • Health care reform
  • Wellness
  • Prescription drug overview
  • Managed mental health
  • Retiree medical
  • Financing mechanisms
  • Case study​

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. BrownTrusteeSAG PPHP

​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

  • New or seasoned benefits professionals
  • Human resource professionals
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, legal and financial services
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serve
  • Corporate and single employer benefit plans
  • Multiemployer benefit plans
  • Public sector/government benefit plans


  • Mark J. Dunlop, CEBS, AEP, AFC, CFP, ChFC, CLU, FLMI, REBC, RHU Principal Designed Benefit Incentives


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