Event Hosted & Sponsored by:
Wells Fargo Bank
March 11, 2015 Monthly Meeting
12:30 - 1:00 p.m. Buffet Lunch, Welcome and Introductory Remarks
1:00 - 1:50 p.m. Topic: Mitigating Trade Risks and Accelerating Cash Flow for U.S. Exporters
The global marketplace can offer tremendous opportunities for sales growth, but not without risk. In this presentation, John Duffin, Wells Fargo Trade Services Relationship Manager, will examine how U.S. exporters can minimize the risks associated with selling products internationally, and accelerate payments from overseas customers.
Speaker: John Duffin, Wells Fargo Trade Services
John Duffin is a Trade Services Relationship Manager in the Wells Fargo Philadelphia Global Bank. In this capacity John works with both public and private companies engaged in cross-border export and import trade. He consults with clients in the areas of accounts receivable risk management and best practices concerning expediting cash relating to export trade sales. John joined First Union Bank – now Wells Fargo Bank- in 1996 following trade management positions at Midlantic Bank in Southern New Jersey and Mellon Bank in Philadelphia.
2:00 - 2:50 p.m. Topic: Afordable Care Act (ACA) - Health Care Reform 101
This presentation reviews the Affordable Health Care Act in basic terms.
Speaker: Steven Rumpp, Wells Fargo Insurance
Steve brings over 17 years of experience in the employee benefits field as both a consultant and underwriter with organizations like Prudential, Aon/Hewitt and Marsh/Mercer. Steve joined Wells Fargo over 5 years ago and became the Washington DC area Practice Leader in 2012. Steve will be responsible to managing the overall client satisfaction and delivery of employee benefits consulting services.
Steve’s areas of expertise include:
• Assisting clients develop multi-year strategic benefit plans
• Advising clients of compliance updates including Health Care Reform
• Strategically evaluating client readiness for wellness programs
• Facilitating employee engagement surveys and focus groups
• Designing flexible benefit programs, including benefit plan design and pricing, for the whole spectrum of health & welfare benefits, including medical, dental, vision, life, short term disability, long term disability and paid time off programs
• Initial and renewal pricing for medical and dental plans, including cost trend projections and analysis
• Medical and dental pricing for fully insured, self insured and shared risk arrangements
• Management of RFP process for all lines of health and welfare coverage, including carrier negotiations and implementation.
• Employee contribution strategies and modeling
Education & Affiliations
- B.S. Public Health, Indiana University
- Business Foundations, Indiana University
- National Broker Advisory Council for Aetna
Please register by March 9, 2015, using our online meeting registration form (www.gwafp.org).
CPE, CAE, and CTP CREDIT INFORMATION
Course attendance recommended for 1 CPE, CAE or CTP credit per 50 minutes.
Delivery Method: Group-live
Program Level: Intermediate
Prerequisites: No Prerequisites Required
Advanced Preparation: No Advanced Preparation Required
Greater Washington Association of Financial Professionals 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, Nashville, TN37219-2417. Website: www.nasba.org.
CANCELLATION AND REFUND POLICIES
Sessions generally will be cancelled only for inclement weather. If the U.S. Government closes due to severe weather, the session will be cancelled. Every effort will be made to notify registered participants of the cancellation by email. In the event of advance payments, participants may request funds be applied to the next upcoming meeting provided 48 hours of notification are given.
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