In the rapidly-evolving world of healthcare, only two things remain clear: Costs are up, and new federal and state regulations have made the process of compliance an incredibly complex endeavor for any company.

During the CFO RoundTable’s program on Healthcare Reform, panelists will review:

• Recent developments on the 2007 Health Care Reform Act of Massachusetts, and necessary actions a company must immediately take to comply
• The details of the Federal Health Care Reform Bill, including federal reporting requirements, changes to Flexible Spending Plans, and changes in tax laws
• Conflicts between federal and state laws, and how federal law affects Massachusetts employers and employees
• The real cost of compliance and cost changes for business
• Subsidies and resources available for companies and individuals

The CFO RoundTable also welcomes special guest speaker Tim Cahill, Massachusetts State Treasurer, and candidate for Governor, to introduce the healthcare reforum discussion.

Learning Objectives:

After attending this program, participants should understand:

• The important aspects of Health Care Reform and best practices to demonstrate compliance with the law
• The financial impact of the reforms
• Tools to minimize health care costs

:Panelists:

Rob DiMase, President, Sentinel Insurance Agency, Inc.
Rob DiMase is the Executive Vice President of Sentinel Benefits & Financial Group and President of Sentinel Insurance Agency, Inc. As a 17 year industry veteran, Rob specializes in the design, implementation, communication and administration of all types of employee benefits plans.

 
Rob began his career as an account executive with Great West Life Assurance and Annuity Company where he was responsible for marketing fully insured and self-funded Health, Dental, Vision, Life and Disability insurance; Flexible Spending Account programs and 401(k) plans. He joined Sentinel Benefits as a sales representative in 1993. In 1998 he became a partner in the organization.

Rob holds a Bachelor of Science degree in Finance and a concentration in Marketing from Boston College. He is a Board member of the Massachusetts Association of Health Underwriters and an active member on Blue Cross Blue Shield of Massachusetts and Harvard Pilgrim broker advisory boards.

Rob holds FINRA Series 6, 63 and 65 securities licenses. He is also a licensed Life & Health insurance agent.

Joshua Meltzer, Executive Vice President, Compliance, Sentinel Benefits & Financial Group President, Sentinel Securities, Inc.
Joshua Meltzer has been in the benefits administration, compliance, and investment business since 1983 when he worked as a consultant to North American Life (now merged into Manulife Financial) to develop its popular Venture Variable Annuity. He has also worked with several large institutions including: Massachusetts Mutual Life as a Pension Specialist, Manager of an “Investment Centre” for Liberty Mutual, a Pension Specialist at Union Central Life, and a registered representative with Raymond James. Josh most recently served as the President of International Advisors, Inc., a full service benefits consulting company, before its merger with Sentinel Benefits & Financial Group in 1996.

Joshua has the following educational background and certifications:

• American College in Bryn Mawr, PA - Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefits Consultant (REBC).
• American Society of Pension Actuaries - Qualified Pension Administrator (QPA), Certified Pension Consultant designation (CPC), Qualified Plan Financial Consultant (QPFC)
• General Securities Principal, Municipal Securities Principal, Financial and Operations Principal and Options Principal, with the FINRA
• Co-founder of MIA securities
• Commonwealth of Massachusetts and several other states - Licensed Insurance Broker (all lines)
• Commonwealth of Massachusetts - Licensed Real Estate Broker
• Syracuse University School of Management - BS in Management
• Newhouse School of Public Communications - BS in Communications

Joshua holds FINRA Series 4, 7, 24, 27, 63 and 53 securities licenses.

Other Information:

• Program Level: Advanced
• Recommended CPE: 2.0
• Program Prerequisites: None
• Advanced Preparation: None
• Delivery Method: Group – Live

The CFO RoundTable is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.  Website: www.nasba.org