If not managed effectively, healthcare becomes one of the greatest challenges to a company’s profitability and growth. CFOs today are faced with a growing dilemma of understanding evolving trends in healthcare delivery, staying current on ever-changing and complex compliance regulations, planning for the increasing trends in cost via claim and premium increases, retaining talent in the face of heightened benefit expectations, and much more.
Healthcare is the Achilles heel of many a company's growth, while a necessary cost. While the combination of unprecedented claim increases plus double-digit premium increases year-over-year have left CFOs scrambling to cover the costs. The question is, what can be done? How can CFOs, employees and HR align to better control increasing healthcare costs, and continue to stay engaged throughout the year to better plan for those increasing costs?
The CFOLC panel of experts will provide guidance to help CFOs stay ahead of the curve and lead organizations to better understand the implications of today’s changing healthcare environment, balance the need to achieve reasonable cost levels while meeting employee expectations through effective engagement.
- How and why you can stay engaged on your healthcare plans and costs throughout the year.
- The questions you should ask your healthcare broker when designing your benefit strategy.
- How to engage your employees as active participants in cost control.
- How to successfully align and partner with your HR team.
- How to effectively plan for rising future costs.
Click HERE to learn more about CFO Leadership Council.
All CFO Leadership Council workshops are FREE for members. Non-member senior financial executives are welcome to attend this program for $65.
PLEASE NOTE THAT CFOLC EVENTS ARE EXCLUSIVE TO SENIOR FINANCIAL EXECUTIVES ONLY. (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) Service providers, business development and sales executives are restricted from attending. The CFO Leadership Council reserves the right to decline any registration.
Instructional method: Group-Live
Recommended CPE Credits:1.8 Credits in Personnel/Human Resources
Experience Level: Basic
Prerequisites/advance preparation: None
The CFO Leadership Council 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 (Sponsor ID 109063). 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
For more information about this program or The CFO Leadership Council, please contact Debbie Dunn, SoCal Marketing Director, The CFO Leadership Council at firstname.lastname@example.org, or Stacy Hall, Regional Director, The CFO Leadership Council, at email@example.com.
If you would like to cancel your ticket or request a refund, please contact Debbie Dunn at email above. Refunds are available up to 48 hours prior to the program.
ABOUT THE SPEAKERS:
Jon Arima, Moderator - As a seasoned CFO and senior finance, accounting, and operations executive, Jon Arima is a CFOLC Steering Committee member. He has built a career underscored by significant contributions in generating strong top-line and bottom-line results, as evidenced by revenues tripling and EBITDA increasing 400% at the companies he served. Through roles as President, CFO, Treasurer and Strategy and Operations Executive, Jon has strived to create positive change in company culture and performance, community engagement, and local economic development. As President of Arima Business Solutions, Jon has focused on helping local small businesses, start-ups and entrepreneurs achieve their profitable growth objectives, guiding them in capturing new markets, creating profit turnaround models, and addressing cash-distressed situations.
Jon’s core competencies include business plans and strategies, cash flow projections, debt and equity funding, Board and bank relations and presentations, tax strategies, working capital and cash management, process improvements, lead generation, business development and digital marketing.
Jon currently serves as the CFO and Treasurer for ADA Supreme, a second stage small business that provides B2B ADA access advisory services to businesses. In California in particular, serial litigation against honest businesses for ADA accessibility violations has become an epidemic, and the company provides alternatives to legal defense through the court system. A leader in hiring professional Americans with disabilities, and in underserved areas, the company provides job opportunities for qualified individuals often overlooked by other employers.
Jon holds a Bachelor of Science degree in Accounting from the California State University, Northridge, has CPA and CMA credentials and is a Certified QuickBooks ProAdvisor. Jon serves on the Boards of Gruber Systems, Inc., a manufacturer of construction equipment in Valencia, CA, and the North Valley Chamber of Commerce, which covers all of CD-12.
Bruce L Braviroff, Your CFO, is a Fractional CFO working with smaller closely held companies to improve their financial reporting, to guide them to improve cash flows, save them money and to advise, assist & structure raising capital when needed. Bruce has spent over 20 years as a financial executive, working for boutique and mid-size firms setting up and overseeing operations, improving all facets of accounting and controls, managing acquisitions, restructuring financing and improving costs to greatly improve capital. Bruce is a board member of Radiant Health Centers, the largest non-profit in Orange County, CA serving the AIDS and LBGTQ communities and their unique requirements.
Bill Caswell is the senior vice president and chief operating officer, for Kaiser Foundation Health Plan and Hospitals in Southern California. Since 2006, he has overseen hospital operations for seven of the Region’s medical centers – Los Angeles, West Los Angeles, South Bay, Baldwin Park, Woodland Hills, Panorama City, and Kern. He also has accountability for the Region’s Health Plan strategic growth objectives, business development, marketing and sales.
From July 2017 to May 2018, Caswell also served as interim president for Kaiser Foundation Health and Hospitals’ Hawaii Region.
Caswell joined Kaiser Permanente in 2004, as vice president for Marketing and Business Development for Southern California. In this role, he worked closely with regional operations on product development, account management and sales, marketing, advertising, and pricing strategy to help expand the organization’s market share in an area that extends from San Diego to Bakersfield, and currently includes more than 4.3 million Health Plan members.
Before his career at Kaiser Permanente, Caswell served in the dual role of executive vice president, Southern California Healthcare Systems, and vice president, Strategic Business Development, for Huntington Memorial Hospital. He held senior management positions for NYL Care Health Plan, Maxicare Health Plans, and UniHealth America where he worked with all aspects of the Southern California marketplace from both the plan and provider sides of the health care business.
Caswell earned master’s degrees in public health and business administration from the University of California, Los Angeles, and bachelor’s degrees in economics and biology from Stanford University.
Caswell served as chairman of the Los Angeles Chamber of Commerce in 2015 and is currently a board member for the California Hospital Association, California Business Roundtable, and the Integrated Healthcare Association.
Mark W. Dundee, JD, LLM, Ed.D. is a Senior Vice President in Aon’s Health Solutions Practice in Los Angeles, California. Prior to joining Aon, Mark served as Senior Policy Advisor to the United States Secretary of Labor in Washington, DC, where he focused on healthcare policy, rulemaking, regulation interpretation, and enforcement.
Previously, he served as the Western Division Leader for Willis Towers Watson’s Benefits Advisory & Compliance Group, the National Practice Leader for Buck Consultants/Conduent’s Tax & Legal Group, and a Senior Tax Attorney at KPMG. Additionally, he has authored several nationally acclaimed books on retirement and health benefits and has been cited by the California Supreme Court as the national
expert on employee benefits.
Mark’s expertise includes collaborating with clients on health & benefit policy issues that help clients mitigate rising health care costs and improve employee health and wellbeing. Mark has worked closely with a variety of large public and private sector organizations in the areas of strategic planning, fiduciary responsibilities, compliance, audit, governance, and plan administration.
While a law student, Mark was selected to attend comparative law studies at Oxford University (England) and Beijing University’s Normal College (China). Mark received his Doctorate in Education from Pepperdine University, and his post-doctorate credentials from Harvard Law School, Wharton Business School, MIT’s Sloan School of Business, and St. Andrews University (Scotland). Mark is a member of numerous state and federal bars, holds the Certified Regulatory Compliance Professional “CRCP” designation from the Financial Industry Regulatory Authority (FINRA) and a California college teaching credential in seven subjects.
Mark holds a Bachelor's in Business Administration from Loyola Marymount University, a Bachelor's in Science in Organizational Behavior from the University of San Francisco, a Master's of International Relations from the University of San Diego, a Master's of International Business Management from Schiller “Heidelberg” Universitat (Germany), a Master’s of Laws in Taxation from University of San Diego School of Law, a Master’s of Laws in European Union Law from the University of Leicester School of Law (England.)
Leslie McKee is a senior vice president located in Aon’s Los Angeles office. Leslie manages large, complex client relationships helping employers identify and implement strategies to support organization need.
Leslie joined Aon in 2015. Throughout her career, she has worked with large, complex companies to develop and implement total rewards strategies and benefit strategies that balance employee retention and engagement strategies with financial and operational business objectives. Leslie’s consulting background includes leading benefit administration, communication, compensation, total rewards, health, and retirement design and delivery projects.
During Leslie’s career, she has supported public, not for profit and private sector organizations.
Leslie has served as member of the board of Pennsylvania, New Jersey, and Delaware employee benefits and compensation associate and chair of the Work Experience Board of World at Work.
Leslie earned a bachelor’s degree in business administration from Boston College, and an MBA from Fordham University. She was also a member of the Beta Gamma Sigma honor society Leslie received a certificate in Six
Sigma from Villanova University.