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October 20, 2017
Hollytree Country Club

Speaker: Carol Bailey
Course: New Push For Generics
Course #: 14767
Provider #: 32408
Course Time: 1 hour

Friday, September 15, 2017 – 11:30 a.m. – 1:00 p.m.
Hollytree Country Club
Title:  “I Want! I Want Out!  Is This a Qualifying Event”?
Speaker:  Gentrie Pool, CEBS, REBC, RHU, RPA,
VP, Mid-Market Sales, Connect Your Care
Course #45832 / Provider #32408
1 Hour CE

Education Day
Friday, August 18, 2017 – Willow Brook Country Club
3205 W Erwin St, Tyler, TX  75702
8:00 a.m. – 2:30 p.m.
4 Hours CE

Title:  “ERISA Compliance & DOL Enforcement Overview”
Speaker:  Carolyn McNairy, Sales Development Director of Compliance Services for TASC
Course #100163 / Provider #3408
2 Hours CE

Title:  “Benefits Impact Delivering Dynamic Benefits for a Loyal Workforce”
Speaker:  Rachel Huber, Sales Rep for MetLife
Course #      / Provider #
1 Hour CE

Title:  “Qualified Small Employer Health Reimbursement Arrangements”
Speaker:  Mike Smith, LTCP, President, The Brokerage Inc.
Course #108752 / Provider #32637
1 Hour CE

Friday, July 21, 2017 – 11:30 a.m. – 1:00 p.m.
Hollytree Country Club
Title:  “The What and Why of Transparency”
Speaker:  D’Ann Miller, AAI, CLTC, SGS, LPRT, Producer, Hibbs Hallmark
Course #107369 / Provider #32408
1 Hour CE

Friday, June 16, 2017 – 11:30 a.m. – 1:00 p.m.
Hollytree Country Club
Title:  “Millennials in the Work-place”
Speaker:  Matt Tibbitts, Staffing Consultant for Express Employment
Professionals
No CE

May 19, 2017 - 11:30 a.m. - 2:00 pm
Hollytree Country Club
Title:  "Ethics the NAHU Way"
Speaker:  Rusty Rice, Regional Vice President,  Avesis Inc.
Course #3101 / Provider #32408
2 Hours Ethics CE

ETAHU SYMPOSIUM
April 21, 2017
Studio Movie Grill
8954 South Broadway, Tyler, TX 75703
8:00 a.m. - 4:00 p.m.

Title: "FMLA: The Who, The What and Why I Should Even Care!"
Speaker: Stuart Bowie, TASC Regional Sales Director
Course#103737 / Provider #32408
1 Hour—CE / SHRM Certified

Title: "Employer Notification & Disclosure"
Speaker: Carolyn Goodwin, CBC, SGS, President, Goodwin Benefits Group, LLC
Course #94058 / Provider #32408
1 Hour CE / SHRM Certified

Title:  " PBM 2.0  How Special is the Specialty Market - The Wave of Specialty Drugs"
Speaker:  David Antongiovanni, CSFS - Maxor National Pharmacy Services Company, Regional Vice President of Sales
Course #107722 / Provider #32408                    
1 Hour—CE / SHRM Certified

Title: "Self Funding, A New Healthcare Solution for Small Employers"
Speaker: Michael Stephens, RHU, CBC, SGS, Tallgrass Benefits, LLC
Course#96004 / Provider#32408
1 Hour—CE / SHRM Certified

Lunch Keynote Speaker
Bryan Flanagan——Build Trust, Gain Commitment
1 Hour—SHRM Certified

March 17, 2017 - 11:30 a.m. - 1:00 pm
Hollytree Country Club
Title: Recap of NAHU Capitol Conference
Speakers: D'Ann Miller, Mary Ann Blair, Toni Melton, Wendy Bratteli & Kim Braly

February 17, 2017 - 11:00 a.m.  - 1:00 p.m.
Hollytree Country Club
Title:  "Public Safety Nets"
Speaker:  Carolyn Goodwin, CBC. SGS,  President, Goodwin Benefits Group, LLC
Course #99398 / Provider #32408
1.5 Hours CE

January 20, 2017
Hollytree Country Club
Title: "The Underlying Cost of Health Insurance"
Speaker: Joe Brining, Regional Sales Manager for Combined Affinity Markets
Course: #105848 / Provider: #32408
1 Hour CE

December 16, 2016
BJ's Brewhouse Happy Hour meeting from 4:40 to ???

November 18, 2016
Heartland Security Insurance Group / 1st Floor Conference Center
Title:  "Transparency and Defined Reimbursement Health Plans"
Speaker:  Ralph Weber, President and CEO of MediBid
Course:  #101067 / Provider: # 32637
1 Hour CE

October 21, 2016
Heartland Security Insurance Group / 1st Floor Conference Center
501 Shelley Drive, Tyler, Texas  75701
Title:  "The Perfect Storm - Rx Benefit 101"
Speaker:  Dave Antongiovanni, CSFS - Maxor National Pharmacy Services Company, Regional Vice President of Sales
Course #98965 / Provider#32637
1 Hour CE

ETAHU Education Day
September 16, 2016
Heartland Security Insurance Group / 1st Floor Conference Center
501 Shelley Drive, Tyler, Texas 75701
Title: "The ACA Maisma"
Speaker: Mike Smith, LTCP, President, The Brokerage Inc.
Course #104930 / Provider #32637 1 Hour CE

Title: "ERISSA's Impact on Agents and Employers"
Speaker: Gentrie Pool, Director of Sales, Sterling Administration
Course #99944 / Provider #32637 1 Hour CE

Title: "COBRA: Am I Doing It Wrong?"
Speaker: Gentrie Pool, Director of Sales, Sterling Administration
Course #99532 / Provider # 1 Hour CE

Title: "The Doctor Shortage and Market Based Solutions"
Speaker: Audra Sullivan, SGS, CBC, President, Vogue Insurance Agency, LLC
Course #102354 / Provider #32637 1 Hour CE

August 19, 2016
Heartland Security Insurance Group / 1st Floor Conference Center
501 Shelley Drive, Tyler, Texas 75701
Title: "The New Disability Insurance Markets: Generations X, Y & Z" Speaker: Andra Grava, CLU, RHU, General Agent , DI Center, A Brokerage General Agency
Course #104327 / Provider #33510 - 1 Hour CE

July 15, 2016
Heartland Security Insurance Group / 1st Floor Conference Center
501 Shelley Drive, Tyler, Texas  75701
Title:  Small Employer Health Specialty Certification - An Update
SGS Renewal - 5 Hours CE
Speaker:  Carolyn Goodwin, CBC, SGS - President, Goodwin Benefits Group,LLC
Course #87291 / Provider #32408

June 17, 2016
Hollytree Country Club
1 Hour CE
Title: "NAHU Legislative Update"
Speaker: Rusty Rice, SGS | Regional Vice President of Sales , Avesis Inc.
Course #102607 / Provider # 32408

May 20, 2016
Hollytree Country Club
1 Hour CE
Title: Healthcare Sharing
Speaker: Ralph Weber, President/CEO for MediBid
Course #103588 / Provider #32408
Panel Discussion and Presentation - 1:00 to 2:00

The one hour meeting will be about how and why agents need to view things differently as opposed to pre-ACA. The idea of the town hall panel discussion will be to share ideas with the audience who are primarily health insurance professional agents, and to help them feel better about their future in the benefits and insurance arena.

The proposed panel is as follows:

Ralph Weber – MediBid to discuss pro-active care management
Doug Thompson – bring the alternative distribution angle from a retail environment
Mike Smith – ACA individual and small group – what is the future of this business for health insurance agents? Is there a future?
Rachel Robertson – HealthFirst–bringing the self-funded aspects to the discussion – advantages of self-funding over fully insured
Michael Lee- to discuss the pros of healthcare sharing ministry programs as opposed to a ACA QHP.

April 14, 2016
Hollytree Country Club
1 Hour CE
Title: “COBRA…Am I Doing It Wrong”
Speaker: Gentrie Pool, Director of Sales for Sterling Health Services Administration
Course #99532 / Provider #45832

ETAHU March Madness
March 18, 2016

Studio Movie Grill
5 Hrs CE
8954 S. Broadway Ave, Tyler, TX 75703
Time: 8:00 a.m. to 3:00 p.m.

Title: “DENTAL: Don’t Get Caught With Your Toothbrush Down”
Speaker: Ron Byrd, Marketing Director, Companion Life

Title: “Meeting the New Rx Challenge – Specialty Pharmacy”
Speaker: Carol Bailey, President & CEO, TEAM Pharmacy Consulting

Title: “De-Mystifying the PBM Through Transparency”
Speaker: Carol Bailey, President & CEO, TEAM Pharmacy Consulting

Title: “Healthcare Reform: Far From Over”
Speaker: Tamela Southan, President, Benefit Solutions

Title: “The Tax Strategies for Self-Employed Insurance & Financial Advisors”
Speaker: Thomas Rick, Instructor, Tax Strategies

February 19, 2016
Hollytree Country Club
No CE
Title:  Overview of Concierge Medicine
Speaker:  Dr. Mark McDonald

January 15, 2016
Hollytree Country Club
1 Hour CE
Title: “Who Moved My PPO?”
Speaker: Mike Smith, LTCP, President, The Brokerage Inc.
Course #102315 / 32637

December 22, 2015
Lunch & Nursing Home Visit TBD

November 20, 2015
Hollytree Country Club
1 Hour CE
Title:  “ACA – It’s Not As Ugly As Your Christmas Sweater”
Speaker:  Audra Sullivan, CBC, SGS, President, Vogue Insurance Agency, LLC
Course #98230 / Provider #32408

October 16, 2015
Hollytree Country Club
1 Hour CE
Title:  “Worksite & Voluntary Benefits:  The Evolving Products and Direction of the Marketplace”
Speaker:  Christopher Della Sala, Broker Market Regional Manager, Colonial Life for the Southwest Region
Course #101321 / Provider #32408

September 18, 2015

ETAHU Education Extravaganza!
Studio Movie Grill
5 Hours CE

8954 S. Broadway Ave, Tyler, TX  75703

Time: 8:00 a.m. to 3:00 p.m.

Title:  “Marketplace Mastery”
Course #94515 / Provider #32637

Title:  “Decision -  Group Health or Medicare”
Course #83407 / Provider #32637
Speaker:  Mike Smith, LTCP, President, The Brokerage Inc.

Title:  “Understanding the Tax Implications of ACA—A Brief Perspective”
Speaker:  Laura Firestone, CPA, UnifyHR LLC
Course #99902 / Provider - #32408

Title:  “Is Self-Insurance the Right Funding Choice for your Clients”Speaker:  Chris Slezak, Sales, Optum
Course # 96938 /  Provider #33474

August 21, 2015
Hollytree Country Club
1 Hour CE
Title: “ERISA and The Fully Insured Market”
Speaker: Carolyn Goodwin, CBC, President, Goodwin Benefits Group, LLC
Course #96009 / Provider #32408

July 17, 2015
Hollytree Country Club
1.5 Hours CE
Title:  Affordable Care Act:  New Reporting Requirements
Speaker:  Misty Baker, IIAT, Director of Life & Health Insurance Information
Course #98614 / Provider #32312  

June 19, 2015                              
Hollytree Country Club             
1 Hour CE                   
11:30 – 1:00
Title: Captives 101
Speaker: David Grenell, Regional Sales Manager, Roundstone Insurance
Course #: 96121 Provider #: 3240

May 15, 2015
Hollytree Country Club
2 hours CE
Title:  Ethics the NAHU Way
Speaker:  Rusty Rice, Regional Vice President of Sales, Avesis
Course #3101 / Provider #32408

April 17, 2015
Sales Symposium
TASCA Center
4 Hours CE
Titles:  Budget Analysis – Course #98740 / Provider #92970 (1 hr)
Full Flex for Small Employers - Course #99719 / Provider #92970 (1hr)
Engaging the Consumer - Course #99718 / Provider #92970 (1 hr)
Defined Contribution, the CDHC Trifecta - Course #95031 / Provider #92970 (2hrs)
Speaker:  Don Cooper, MBA, ACBC - Triflex Corporation Co-Founder

March 20, 2015
Hollytree Country Club
1 Hour CE
Title:  2015 NAHU Capitol Conference Summary – Legislative Meeting
Speakers:  Kimberly Braly & Judith Robinson

February 20, 2015
Hollytree Country Club
1 Hour CE
Title:  “COBRA Review and ACA/COBRA Basics”
Speaker:  Ronnye Medlen, President, BY COBRA
Course # TBD/ Provider # 104265

January 16, 2015
Hollytree Country Club
1 Hour CE
Title:  “Group Disability – Professional Basics”
Speaker:  Matt Davis,  Sr. Sales Rep., Principal Financial Group
Course #PLIFE36 / Provider #32314

November 21, 2014
Hollytree Country Club
1 Hour CE
Title: Chip and Children’s Medicaid—A Primer
Speaker: Carolyn Goodwin, CBC, President of Goodwin Benefits Group, LLC,
Course #3073 / Provider #32408

October 17, 2014 
Hollytree Country Club
No CE
Legislative Meeting with Congressman Louie Gohmert
Members Only Event

September 19, 2014
Hollytree Country Club
1 Hour CE
Title:  “You Don’t Have an HSA? That’s So 2004
Speaker:  Gentrie Pool, Director of Sales, Sterling Health Services Administration
Course #97501 / Provider #3771

August 15, 2014
Health Education Day
9:00 a.m. – 3:00 p.m.

Hollytree Country Club
Title:  “Employer Notification Requirements”
Speaker:  Carolyn Goodwin, CBC, SGS, President Goodwin Benefits Group, LLC
Course #94058 / Provider #32408
2 Hours CE

Title:  “Health Care Reform:  Where Are We?”
Speaker:  Edward Oleksiak, Esq., Vice President, Holmes Murphy & Associates
Course #95993 / Provider #34585                                               
2 Hours CE

July 18, 2014
Hollytree Country Club
5 Hours CE
Title:  “Small Employer Health Specialty Certification (SGS) – An Update”
Speaker:  Tonya Booth, V.P., Upshaw Insurance Agency
Course #87291 / Provider #32408

June 20, 2014
Hollytree Country Club
1 Hour CE
Title:  “ERISA’s Impact on Agents & Employers”
Speaker:  Gentrie Pool, Director of Sales, Sterling Health Services Administration
Course #95269 / Provider #37719

May 16, 2014
Hollytree Country Club
No CE
Title:  Legislative Updates
Speakers:  Karen Heller, ETAHU President &
Kimberly Braly, ETAHU Legislative Chair

April 11, 2014
Hollytree Country Club
ETAHU 25th Anniversary Luncheon
Honoring Chapter Founders, Past Presidents and Members

March 21, 2014
Hollytree Country Club
1 Hour CE
Title:  “Pediatric Dental and Vision Under the ACA”
Speaker:  Tiffany Kaiser, Small Group Manager, Ameritas Group
Course #95028 / Provider #37719

February 21, 2014
Hollytree Country Club
1 Hour CE
Title:  “Inside the Dental Industry: How Oral Health Impacts Overall Health”
Speaker:  Matt Davis, Senior Sales Representative, Principal Financial Group
Course #85474 / Provider #32314

January 17, 2014
Hollytree Country Club
1 Hour CE
Title:  “Cost Effective ACA Solutions”
Speaker:  Mike Smith, LTCP    President, The Brokerage Inc.
Course# 94515 / Provider#:  32637  

December 13, 2013
Christmas Luncheon – Bruno’s
Gift delivery to 11 residents at Pinecrest Nursing Home

November 15, 2013
Hollytree Country Club
1 Hour CE
Title: “Medicare in 60 Minutes
Speaker: Brenda Davis, Sales Representative, Scott & White Health Plans
Course# 81461 / Provider# 32408

October 18, 2013
Hollytree Country Club
1 Hour CE
Title: “Looking to 2013 at the Texas Legislature
Speaker: Ron Buffum
Course #89456 / Provider# 32408

September 20, 2013

Symposium

TASCA Activity Center
5 Hours CE
Title:  Healthcare Reform:  A Refresher Course”(2 hours CE)
Course #91265 / Provider #37719

Title:  “Healthcare Reform:  The Shifting Role of Employers”    (1 hour CE)
Course #91297 / Provider #37719

Title:  “Health Reform:  Staying Compliant and Avoiding Fines” (1 hour CE)
Course #93691 / Provider #37719

Title:  “Exchange You Can Believe In :  2014 and Beyond”(1 hour CE)
Course # 91579 / Provider #37719
Speaker:  Eric Johnson, CommedyCE.com LLC

August 16, 2013
Hollytree Country Club
1 Hour CE
Title:  “Healthcare Reform State of Exchanges”
Speaker:  Tamela Southen, CDC, SGS, President, Benefit Solutions by Design
Course #89078 / Provider #32408

July 19, 2013
Legislative Update with Texas District 6 Representative Matt Schaefer.
Hollytree Country Club – no CE

June 21, 2013
Title:  “Rising Costs of Pharmacy—Why?”Hollytree CC
1 Hour CE
Speaker:  Carol Bailey, Senior Pharmacy Benefit Consultant,  Action Rx
Course #3135/ Provider #32408

May 17, 2013
Title:  “Ethics the NAHU Way”
Hollytree CC
2 Hour CE
Speaker:  Rusty Rice, Regional Vice President of Sales, Avesis
Course #3101 /  Provider #32637

April 19, 2013
Title:  “The Un-Affordable Care Act”
Hollytree CC
1 Hour CE
Speaker:  Mike Smith, LTCP, President, The Brokerage Inc.
Course #90808 / Provider #32637

Title:  “Health Care Reform”
Hollytree CC
1 Hour CE
Speaker:  Mike Smith, LTCP, President, The Brokerage Inc.
Course #87734 / Provider #32637

March 15, 2013
Title:  “Tricks and Scams Equals Insurance Fraud”
Hollytree C C
1 Hour CE
Speaker:  D’Ann Miller, Threlkeld & Company Insurance
Course #89356 / Provider #32408

2013 Health Education Awareness Day

February 12, 2013
TASCA Activity Center
2 Hours CE
Title:  “Healthcare Reform with Implementation Timeline”
Speaker:  Rusty Rice, Regional Vice President of Sales, Avesis
Course #32408 / Provider #32408

February 12, 2013
TASCA Activity Center
2 Hours CE
Title:  “Interplay of ACA and Other Governmental Regulatory Initiatives”
Speaker:  Alicia Haff, Attorney, Employer Consultant, Haff Consulting Services, LLC
Course # TBD / Provider #32408

February 12, 2013
TASCA Activity Center
1 Hour CE
Title:  “COBRA Basic”
Speaker:  Aaron Fraser, Training and Education Specialist, Conexis
Course # 66091 / Provider #88653

January 18, 2013
11:30 – 1:00
Hollytree Country Club
1 Hour CE
Title:  “Past, Present and Future of Technology and Information Group”
Speaker:  Dave Johnson, Marketplace Strategy Consultant, MetLife
Course #89328 / Provider #32408

December 14, 2012
1:00 – 2:30 - Membership lunch at Carino’s
2:30 – 5:00 - Pinehurst Nursing Home Christmas Party & Gift Exchange.

November 16, 2012
11:30 – 1:00 Hollytree Country Club
Title: “Voluntary Benefits / Flexible Benefits Program”
Speaker:  Joe Conley, District General Agent, Colonial Life
Course #32534 / Provider #18133 - 1 Hour CE

2012 Symposium
October 29, 2012
TASCA Center
9:00– 10:00
Title:  “Group Insurance – Understanding Tax Implications”  
Speaker:  Matt Davis, Senior Sales Representative, Principal Financial Group
Course #45634 / Provider #32314 / 1 hour CE

10:30 – 11:30
Title:  “Medicare in the New Millennium”  
Speaker:  Mike Smith, The Brokerage Inc.
Course #87744 / Provider #32637 / 1 hour CE

12:45 – 1:45
Title:  “Healthcare Reform”  
Speaker:  Mike Smith, The Brokerage Inc.
Course #87734 / Provider #32637 / 1 hour CE

2:00 – 3:00
“Healthcare Coverage Options for Texans”  1 Hour  CE
Speaker:  Carolyn Goodwin, Goodwin Benefits
Course #14567 / Provider # 32408 / 1 hour CE

September 21, 2012
Hollytree Country Club
11:30 – 1:00
Title:  “EAP Best Practices and Health Care”
Speakers:  Barbara Wilson & Rick Dielman
Course #85805 / Provider #32408 / 1 hour CE

August 17, 2012
Hollytree Country Club
11:30 – 1:00
Title:  "Healthcare Reform from the Hospital Point of View"
Speaker:  Mary Elizabeth Jackson, V.P.Trinity Mother Frances Hospitals and Clinics / President, Trinity Mother Frances Foundation

July 20th, 2012
Hollytree Country Club
Title:  Employer Health Benefit Plan Specialty Certification – An Update
Speaker:  Carolyn Goodwin, President, Goodwin Benefits
Course # 87291 /  Provider #32408  / 5 hours CE




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