TAHU ACTIVE COURSE WITH EXPENSES. Page 1
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1 Texas Association of Health Underwriters #32408 Update: 2/13/2018 Active Course List Let Course Expire Pending renewal Credit Course# Course Name Hours Effective Expiration Approved Speaker(s) Phone# Status Health Ins. Legislation-Snoozer or Game Changer? 1 08-Jun Jun-19 Shannon Meroney shannon@meroneypublicaffairs.com How Do We Make Texas Great Again? 1 08-Feb Feb-20 Shannon Meroney shannon@meroneypublicaffairs.com ACA-It's Not As Ugly As Your Christmas Sweater 1 27-Oct Oct-18 Audra Sullivan audra@vogueinsuranceagency.com ACA Reporting 2 01-May May-19 Alicia Haff alicia@etctracking.com Are Your Ethics Compliant? 2 03-Jan Jan-20 Carla Adams x 4960 carla.adams@tasconline.com Basics of Small Group Self-Funding 1 16-Apr Apr-18 Dan Meylan dmeylan@alliednational.com Benefit Account Management: Your guide to benefit market trends 2 11-May May-18 Carla Adams x 4960 carla.adams@tasconline.com Benefit Account Management: The tools you need to help FSA HSA HRA all ge 1 11-May May-18 Carla Adams x 4960 carla.adams@tasconline.com Benefit Continuation: COBRA & FMLA, The Common & Costly Mistakes 1 27-Feb Feb-19 Carla Adams x 4960 carla.adams@tasconline.com Broker Responsibilities and Liabilities in Navigating Clients Through ACA 1 20-Mar Mar-18 Alicia Haff alicia@etctracking.com Broker Responsibilities/Liabilities in Navigating Clients Through ACA 2 04-Jan Jan-20 Alicia Haff alicia@etctracking.com Captive Jul Jul-18 Sam Walters swalters@roundstoneinsurance.com Robert C Hamilton x 264 rhamilton@roundstoneinsurance.com Robert Pace rpace@roundstoneinsurance.com COBRA-AM I Doing It Wrong 1 13-Mar Mar-19 Gentrie Pool gentrie@connectyourcare.com COBRA: Please Tell Me I'm Doing It Right? 2 13-Dec Dec-19 Gentrie Pool gentrie@connectyourcare.com Compliance Update: What's Changing in the world of Benefits 1 27-Feb Feb-19 Carla Adams x 4960 carla.adams@tasconline.com Current State of Affairs-Are You Ready? 2 14-Mar Mar-19 Alicia Haff alicia@etctracking.com 3089 De-Mystifying The PBM Through Transparency 1 12-Jan Jan-19 Carol Bailey, RHU cbailey@teampharmacyconsulting.com Melanie Kennedy 479/ Dental: don t get caught with your toothbrush down 1 08-Sep Sep-19 Ron Byrd ron.byrd@companionlife.com Elements of Self-Funding 1 20-Mar Mar-18 Gary Looney 210/ glooney@alamoinsgrp.com Employer Notification Requirements 2 15-Oct Oct-19 Carolyn Goodwin 972/ cgoodwin@goodwinbenefits.com Jacqueline St. Hilaire jst63@hotmail.com ERISA 2.0: Pitfalls, Penalties and Predicaments 1 07-Mar Mar-19 Carla Adams x 4960 carla.adams@tasconline.com ERISA Compliance and Healthcare Reform 2 06-Sep Sep-18 Carolyn McNairy carolyn.mcnairy@tasconline.com Carla Adams x 4960 carla.adams@tasconline.com ERISA Compliance & DOL Enforcement Overview 1 27-Apr Apr-19 Carolyn McNairy carolyn.mcnairy@tasconline.com Carla Adams x 4960 carla.adams@tasconline.com 3101 Ethics The NAHU Way 2 01-Jul Jul-19 Jackie Spragins RHU jackies@wf.net Cheryl Clark cheryl.clark@umchealthsystem.com Carolyn Goodwin 972/ cgoodwin@goodwinbenefits.com RoseMary Deininger rosemary.deininger@yahoo.com Audra Sullivan audra@employersloveus.com Reid Rasmussen reid@freshbenies.com Rusty Rice rrice@avesis.com Gentrie Pool 817/ gentrie@conectyourcare.com Denise Villagran, MBA x 173 dvillagran@entrustinc.com Tonya Booth 214/ x117 tonyab@upshaw-insurance.com Page 1
2 Amy Adams Ethics the Yahoo Way 2 07-Dec Dec-19 Gentrie Pool gentrie@conectyourcare.com FMLA: The Who, The What and Why Should I Even Care! 1 23-Mar Mar-18 Carla Adams x 4960 carla.adams@tasconline.com Fundamentals of Account Based Plans 1 20-Mar Mar-18 Gary Looney 210/ glooney@alamoinsgrp.co, Healthcare Sharing Ministry Benefit Plan 1 29-Feb Feb-18 Ralph Weber Ralph@MediBid.com Health Insurance - In the Crosshairs Again at the 85th TX Legislature 1 17-Nov Nov-18 Shannon Meroney shannon@meroneypublicaffairs.com HIPPA Compliance for Insurance Agents and Plan Sponsors 1 19-Jan Jan-20 Carla Adams x 4960 carla.adams@tasconline.com Interplay of ACA and Other Governmental Regulatory Initiatives 2 14-Mar Mar-19 Alicia Haff alicia@etctracking.com Life Insurance You Don't Have to Die To Use 1 12-Apr Apr-18 John Bonnet jab@emsmail1.com Live from NAHU: It's Been 9 Months-What Has the Stork(Congress) Delivered 1 03-Oct Oct-19 Janet Trautwein jtrautwein@nahu.org Live from NAHU: Political and Policy Updates 1 06-May May-18 Janet Trautwein jtrautwein@nahu.org Long Term Care Oct Oct-18 Honey Leveen honey@honeyleveen.com Jackie Spragins RHU jackies@wf.net Long Term Care Current Events 1 25-Aug Aug-19 Honey Leveen honey@honeyleveen.com Long Term Care-The Perfect Storm 1 11-Oct Oct-18 Gabrielle Gelo gabrielle.gelo@acsiapartners.com Managing ACA and Other Regulatory Compliance 2 20-Mar Mar-18 Alicia Haff alicia@etctracking.com Medicare & Group: Should I Stay or Should I Go Now 1 24-Mar Mar-19 Sean Willingham sw@medicare-man.com Medicare & You Handbook: Everybody has it but nobody gets it! 1 02-Aug Aug-18 Sean Willingham sw@medicare-man.com Medicare Basics For The Agent Sep Sep-18 Ron Chapman, CLU rcdwltd@sbcglobal.net Beth Christensen beth@copelandgroupusa.com William Lee billy.lee@benefitmall.com Medicare In 60 Minutes 1 13-Sep Sep-18 Clifton Stubbs cliftonstubbs@gmail.com Obed Uribio obed.uribio@benefitmall.com Brett Bowden brett.bowden@benefitmall.com Brenda Davis bjdavis@swmail.sw.org Beth Christensen beth@copelandgroupusa.com William Lee billy.lee@benefitmall.com Medicare Solutions For Group Agents 1 22-Apr Apr-18 George Molnar georgemolnar@hismi.com Beth Christensen beth@copelandgroupusa.com Chris Martell chrismartell@hismi.com Medicare vs Group Insurance 1 09-May May-19 Jackie Spragins RHU jackies@wf.net Meeting The New Rx Challenge-Specialty Pharmacy 1 17-Feb Feb-19 Carol Bailey, RHU cbailey@teampharmacyconsulting.com NAHU Washington Update 1 30-Mar Mar-19 Janet Trautwein jtrautwein@nahu.org New Push For Generics 1 21-Mar Mar-18 Carol Bailey RHU cbailey@teampharmacyconsulting.com PBM 2.0: How Special is the Specialty Market 1 31-Mar Mar-19 David Antongiovanni dantongiovanni@maxor.com Panicked Employers & Painful Penalties, What Now? Your Guide to ACA 1 04-Jan Jan-20 Carla Adams x 4960 carla.adams@tasconline.com Penalty Assessments Partial Self-Funding For Small Group Agents 1 22-Apr Apr-18 Henry Zaks henryzaks@hismi.com Public Safety Nets Revised Mar Mar-19 Carolyn Goodwin cgoodwin@goodwinbenefits.com Reconciling Large Employer Obligations under State and Federal Law 1 04-Oct Oct-19 Alicia Haff alicia@etctracking.com Reference Based Pricing Health Plans 1 23-May May-18 Ralph Weber Ralph@MediBid.com Re-Reforming Health Care Workshop 1 08-Jun Jun-19 Reid Rasmussen reid@freshbenies.com 3135 Rising Costs of Pharmacy-Why? 1 11-Sep Sep-18 Carol Bailey RHU cbailey@teampharmacyconsulting.com Self-Funding - A New Healthcare Solution 1 14-Apr Apr-18 Michael Stephens RHU mike@tallgrassbenefits.com Self-Funding for Smaller and Medium Sized Employers 1 02-Aug Aug-18 Adam Brackemyre abrackemyre@siia.org Small Employer Health Benefit Plan Specialty Certification 8 04-Mar Mar-18 Alison Burkholder 210/ burkholdera@aetna.com Carolyn Goodwin cgoodwin@goodwinbenefits.com Tim Tucker tim.tucker@benefitmall.com Polly Harris polly@pollyharrisins.com Linda Behrens 210/ linda_behrens@bcbstx.com Pat Martin 281/ patmartin2007@comcast.net Tonya Booth 214/ x117 tonyab@upshaw-insurance.com Small Employer Health Specialty Certification - An Update 5 28-Feb Feb-18 Carolyn Goodwin 972/ cgoodwin@goodwinbenefits.com Polly Harris polly@pollyharrisins.com Pat Martin 281/ patmartin2007@comcast.net Alison Burkholder 210/ burkholdera@aetna.com Nicole Scott nicole_e_scott@uhc.com Tonya Booth 214/ x117 tonyab@upshaw-insurance.com The ACA's Employer Mandate: Current State of Affairs/Impact 2 18-May May-19 Alicia Haff alicia@etctracking.com The Affordable Care Act: Scope of Agent Consulting 1 22-Apr Apr-18 Dan Meylan dmeylan@alliednational.com The Basics of Self-Funding 1 11-Oct Oct-18 Dan Meylan dmeylan@alliednational.com The Eyes Have It And So Do the Teeth 1 27-Feb Feb-19 Nedra Clingan nedra.clingan@gmail.com Tedd Klovstad tklovstad@renaissancefamily.com The Other Side of ACA - Another Perspective 1 08-Apr Apr-19 Audra Sullivan audra@vogueinsuranceagency.com Page 2
3 Toby Meason The Perfect Storm-RX Benefit Mar Mar-19 David Antongiovanni dantongiovanni@maxor.com The Three C's of Benefit Accounts, Cost Containment, Creativity and Complian 1 23-Jan Jan-20 Carla Adams x 4960 carla.adams@tasconline.com The Underlying Cost of Accessing Healthcare 1 31-Aug Aug-18 Joseph Brining joseph.brining@combined.com The What & Why of Transparency 1 06-Apr Apr-19 Derella (D'Ann) Ann Miller dann.miller@hibbshallmark.com Transparency and Defined Reimbursement Health Plans 1 24-Jul Jul-19 Ralph Weber Ralph@MediBid.com Washington Update 1 29-Feb Feb-18 Janet Trautwein jtrautwein@nahu.org What every TAHU Member should know about QSEHRA's 1 04-Oct Oct-19 Jessica Watts jessica.watts@frostinsurance.com Why Drugs Cost So Much 1 12-Feb Feb-20 Carol Bailey cbailey@teampharmacyconsulting.com NON TAHU CE Types of CE Company Name Contact Phone Medicare, Life, DI The Brokerage, Inc. Mike Smith mike@thebrokerageinc.com Various Comedy CE Eric Johnson eric@comedyce.com Compliance/PPACA Zynia Business Solutions Julie Hulsey julie@inpro1.com Page 3
4 EXPENSES = Travel Expense / CE Expense Yes Travel Expenses Yes Travel Expenses YES Travel Expenses if outside DFW area / No CE Fee Page 4
5 YES Travel Expenses if outside HOUSTON / No CE Fee YES Travel Expenses if outside HOUSTON / No CE Fee YES Travel Expenses POSSIBLE / No CE Fee YES Travel Expenses if outside DFW area / No CE Fee Page 5
6 Website Page 6
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