Financial Analysis for Health/Benefits Plan Design

Tailored for Brokers/Employers

Tuesday, May 24, 2016 • 11:15 a.m. – 1:15 p.m.

Complexities imposed by the ACA and other federal/state compliance regulations have made the technical aspects of benefits plan design and implementation more difficult. It has also made long-range financial analysis a critical aspect for decision making. It’s essential to create an accurate budgetary forecast for the employers’ decision-making process analysis of multiple business and employee financial criteria. This course gives employers and brokers a detailed look at all the factors that must be considered in developing a budgetary analysis.

Key Takeaways:

  1. Accurate analysis of financial criteria is critical to CDHC decision making.
  2. Understanding of the financial criteria to evaluate.
  3. Practical understanding of the application of budgetary data.

Speaker: Don Cooper, MBA, ACBC, CHCC, President, TriFlex Corporation

Cost: $89

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Approved For

2 Hours HR (General) Recertification Credit

The HR Certification Institute has pre-approved this activity for recertification credit towards the aPHR®, PHR®, PHRca®, SPHR®, GPHR®, PHRi® and SPHRi® certifications. The content of the activity submitted has met the criteria of the Approved Provider Program.

The use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met HR Certification Institute’s criteria to be pre-approved for recertification credit.


Two hours insurnace Life & Health General Continuing Education Credit. Approved in CA, DE, FL, NC, SC, TN & TX. CE Pending in GA. Sponsored by The Institute for Healthcare Consumerism University in affiliation with TriFlex Corporation, a national insurance education provider.