Understanding the Impact of Health Care Reform

Health care reform will impact all employees. Get the information you need now.

Faculty

Oklahoma City, OK • November 9, 2010 • ID# 386810

Continuing Education Credit• CPP/FPC 6.50 • OK CLE (Pending) • HRPD 1.0 • CPE 8.0 • PACE 8.0

• HR Certification Institute 6.50For more detailed CE credit information, visit us at www.lorman.com/ID386810 or contact us at 866-352-9540.

Moderator:Sarah E. Cain, PremierSource

Teah R. Corley, SPHR, IAR, PremierSourceBill G. Freudenrich, McAfee & TaftBrandon P. Long, McAfee & TaftPolly E. Mills, PremierSourceJames C. Prince, McAfee & Taft

BRING A

COLL E AGUE

Bring a Colleague – Save $50 –(Includes Free Manual)

Keeping You Current.Helping You Succeed.®

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A DIVISION OF LORMAN BUSINESS CENTER, INC.

2510 Alpine Road • P.O. Box 509 • Eau Claire, WI 54702-0509866-352-9539 (general information)customerservice@lorman.com • www.lorman.com

Your Course AgendA

Sarah E. Cain

Vice president of administration and marketing of PremierSourceResponsible for the coordination and implementation of all client account management services, project management services and vendor marketing effortsServes as a client legislative and regulatory liaison coordinating closely with the labor, employment and employee benefit legal teams to provide proactive compliance management support to clientsMember of the Society for Human Resource Management, the Southwest Benefits Association and the Oklahoma Health Underwriters AssociationB.B.A. degree in finance, University of Oklahoma

Teah R. Corley, SPHR, IAR

President and co-founder of PremierSourceResponsible for the management and operations of PremierSource and its various business unitsExperienced in the coordination and development of strategic benefits, risk management and human resources strategiesCompleted extensive research in the areas of group health plans, pharmacy benefit management and wellnessB.A. degree, Cameron University

Bill G. Freudenrich

Of counsel with McAfee & TaftExpertise in retirement plan design, deferred compensation, mergers and acquisitions, plan terminations, leased employees, self-insured medical plan design, COBRA and HIPAA complianceAchievements in the area of ERISA/employee benefits law have earned him inclusion in Oklahoma Super LawyersJ.D. degree, University of TulsaB.S. degree, Oklahoma State University

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Brandon P. Long

Attorney with McAfee & TaftPractices in the area of employee benefits lawAdjunct professor at several collegesGuest legal columnist for The Journal Record business newspaper and a contributing author to the Oklahoma Employment Law LetterAchievements have earned him inclusion in Oklahoma Rising StarsJ.D. degree, summa cum laude, Oklahoma City UniversityB.S. degree, University of Central Oklahoma

Polly E. Mills

Senior account executive with PremierSourceExpertise in successful client management, strategic marketing and business developmentMore than 10 years of experience in the health care industry with five of those years in managed carePresented to numerous health care employees and physician office staff members on health care topicsB.S. degree, University of Central Oklahoma

James C. Prince

Shareholder and practice group leader with McAfee & TaftConcentrates on representation of employers, employee benefit plans and individuals primarily in the areas of ERISA, taxation and corporate lawExperience and expertise have earned him inclusion in The Best Lawyers in America and Oklahoma SuperlawyersFrequent speaker at seminars and conferences on employee benefit related topicsJ.D. degree, Order of the Coif , University of OklahomaB.S. degree, Oklahoma State University

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8:00 am – 8:30 am Registration

8:30 am – 10:10 am Brandon P. Long, and Bill G. Freudenrich

Overview of Health Care Reform and Immediate Changes Required

Impact of Reform 2010-2013Changes Effective for Plan Years Beginning 6 Months from Date of EnactmentDetailed Reform Obligations and Time Lines – Design of Plans, Administration, Employee CommunicationsEmployee NotificationsTemporary Reinsurance Programs for Early Retirees

10:10 am – 10:20 am Break

10:20 am – 12:00 pm James C. Prince, and Bill G. FreudenrichLong-Term Requirements and Implications

Impact of Reform 2014-2018New Reporting and Notification Obligations for EmployersRequired Disclosures to State and Federal AgenciesTax Implications and Exchange VouchersDetailed Reform Obligations and Time Lines – Design of Plans, Administration, Employee Communications

12:00 pm – 1:00 pm Lunch (On Your Own)

1:00 pm – 2:30 pm Teah R. Corley, SPHR, IAR, and Polly E. Mills

How Can I Audit My Health Plan to Create a Custom Action Plan for Health Care Reform?

Internal Audit Checklist

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Is My Plan Grandfathered?How Long Can I Maintain My Grandfathered Status?What are the Implications of NOT Being Grandfathered? What Can I do Now to Plan for Required Administrative and Reporting Changes?

2:30 pm – 2:40 pm Break

2:40 pm – 4:00 pm Teah R. Corley, SPHR, IAR, and Polly E. Mills

Financial Implications of the Environment Surrounding Health Care Reform

Big Picture Financial Impact of ReformImpact of Medicare on Industry and Employer CostsCarrier Responses in Health Insurance Benefit Designs and OfferingsChanging Face of Medical Loss RatiosImpact of Reform on Wellness Programs and the Changing Role of Wellness in Health CareShift in Employer Health Benefit Strategies Now and Over Time

4:00 pm – 4:30 pm Teah R. Corley, SPHR, IAR, Bill G. Freudenrich, Brandon P. Long, Polly E. Mills and James C. Prince

Panel Discussion, and Questions and Answers

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Your seminAr LeAders

Your Benefits of Attending

GeNeral INfOrmatION: This seminar qualifies for 8.0 contact hours. • This seminar may be recorded by Lorman. • If you need special accommodations, please contact us two weeks in advance of the program. • Lorman Education Services is not approved to offer self-study CPE credit for accountants; therefore, no CPE will be given for this program if ordered as a self-study package.CaNCellatIONs: Substitute registrants can be named at any time. A full refund, less a $20 service charge, will be given if notification is given six or more business days in advance. Notification of less than six business days will result in a credit that can be applied to any Lorman products or services. If you do not cancel or attend, you are responsible for the entire payment. © 2010 Lorman Education Services. All rights reserved.

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Where Is It?Hyatt Place-Oklahoma City Airport 1818 South Meridian Avenue405-682-3900Oklahoma City, OK

Health care reform will impact all employees. Get the information you need now.

After months of debate, Congress pushed through the most significant health care reform legislation since the creation of the Medicare program in the 1960s. Register now and learn what this legislation means to you. This is an opportunity for employers to assess best-practice programs and make the decisions necessary to develop plans that work with the new requirements. This seminar is designed to give you, the employer, the information you need to move forward in addressing the issues associated with health care and to give you some insight into the health care movement and what it means for employers.

Benefits for YouKnow your obligations and when you need to complyLearn practical strategies for managing administrative requirementsBecome aware of the financial implications created by health care reformUnderstand and manage the financial impactStay up-to-date with the latest legal and legislative guidance and developments

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Seminar Tuition (includes free manual with attendance)Yes! I would like to attend. ($329 per person) Yes! I would like to bring a colleague. ($279 per each additional registrant) Yes! I would like the Best Value discount. ($428 per package [$329] plus CD recording [$99*] of this seminar)

I am unable to attend but I am interested in: CD/Manual Package* ($349) Manual Only* ($119)

Amount Enclosed$ __________ Tuition Subtotal$ __________ Shipping & Handling ($7.95 first item, $1.00 each additional)

$ __________ Sales Tax (If tax-exempt, please include your certificate.)$ __________ TOTAL

*Add $7.95 shipping & handling plus applicable sales tax to product orders. Please allow four to six weeks after the date of the seminar for delivery.

How Do I Register?email: customerservice@lorman.comwebsite: www.lorman.com/ID386810 telephone: 866-352-9539 fax: 715-833-3953mail: Mail this form with payment information to:

Lorman Education Services Dept. 5382, P.O. Box 2933 Milwaukee, WI 53201-2933

RegisteR nowwww.lorman.com/ID386810

Who Will Be There?This seminar is designed for human resource managers, benefits administrators, business owners, office managers, CFOs, controllers, accountants, payroll managers, insurance professionals, tax managers and attorneys.

Oklahoma City, OK November 9, 2010 386810DISCOuNT CODE

FREEManual

with attendance

Take $50OFFwhen you register a second attendee

Keeping You Current. Helping You Succeed.®

EDUCATION SERVICES

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A DIVISION OF LORMAN BUSINESS CENTER, INC.

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Understanding the Impact of Health Care Reform

$119 Value!

Continuing Education Credit• CPP/FPC 6.50 • HRPD 1.0• OK CLE (Pending) • CPE 8.0• PACE 8.0 • HR Certification Institute 6.50For more detailed CE credit information, visit us at www.lorman.com/ID386810 or contact us at 866-352-9540.

expRess RegistRation www.lorman.com/ID386810

Understanding the Impact of Health Care Reform

Oklahoma City, OK • November 9, 2010 • ID# 386810

Understanding the Impact of Health Care ReformOklahoma City, OK • November 9, 2010 • ID# 386810

Full-Day Seminar

Keeping You Current. Helping You Succeed.®

EDUCATION SERVICES

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A DIVISION OF LORMAN BUSINESS CENTER, INC.P.O. Box 509 • Eau Claire, WI 54703