Theodore R. Carlson, CEBS

President
Carlson's Consulting
Houston, Texas

Mr. Carlson is president of Carlson’s Consulting, a nationwide management consulting practice that provides clients with objective and unbiased advice on the cost-effective design and administration of welfare benefit plans. His expertise spans vendor performance audits, request-for-proposal (RFP) issuance/evaluation, benefit cost analysis, insurance placement, employee benefits training and expert witness testimony. Mr. Carlson has over 35 years’ experience in his field and has authored numerous articles on employee benefits. In addition, he served on the curriculum committee of the Certified Employee Benefit Specialist® (CEBS®) program, wrote the International Foundation’s e-learning class titled Introduction to Health Care and Group Benefit Plans, designed and instructed the first Health Benefits Plan Basics Certificate Series course, and currently instructs the Health Care Cost Management class. Mr. Carlson is a certified employee benefit specialist, and a fellow of the International Society of Certified Employee Benefit Specialists for 22 years and past president of its Governing Council. He has been quoted in various publications and interviewed on TV regarding HMO quality-of-care issues. Mr. Carlson has taught health care economics, the design and administration of employee benefit plans, and accounting and finance for the nonfinancial executive at the University of Houston. Previously, he taught at Roosevelt University. Mr. Carlson is a certified management consultant (CMC) and a fellow of the Institute of Management Consultants (IMC); and has served as a national director of IMC. He has held various senior management positions ranging from chief operating officer of a third-party administration/managed care organization to marketing and managing employee benefit programs for 220,000 members with Blue Cross/Blue Shield. Additionally, as vice president of benefits/compensation, Mr. Carlson designed, implemented and administered benefit and compensation plans in private industry.

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