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Nonprofit Fiscal Managers Association

Health Care Reform Compliance: Is Deferment a Blessing or a Curse?

Ecotrust Conference Center, 2nd Floor 721 NW 9th Avenue
Portland

About this event

Rick Rebel, Employee Benefits Consultant
AKT Benefit Advisors LP

Presentation & Continental Breakfast at 7:30
Networking at 9:00

The Patient Protection and Affordable Care Act (PPACA) continues to move forward at an unpredictable pace with many delays and changes. Rick Rebel, NAO’s PPACA answer man, will provide the latest details on compliance as well as additional information that will give you confidence that you are making proper plans for the upcoming years. While Rick will help larger employers understand the “pay or play” mandate and provide tips on how to make certain that you are offering coverage at acceptable values and in step with the affordability calculation, an AKT CPA, who is an expert in the nonprofit sector, will discuss small employer tax credits and how they might benefit smaller employers.

In addition, Rick will address the individual mandate and the economic consequences of not having coverage. He will present a detailed description of Cover Oregon (Oregon’s insurance exchange) and discuss how it might benefit you, as an employer, as well as your staff and their dependents. Reviewing the Cover Oregon website, you will learn navigational advice on the best way to seek the information you’re looking for.

Bring your questions, as Rick discusses:

  • Knowing whether you are subject to the “pay or play” mandate (i.e., how you count employees)
  • How to manage variable hour employees
  • Navigating the Cover Oregon website
  • Benefits available inside and outside the exchange for small employers
  • And much more!

For information, resources, and FAQ about the Affordable Care Act, visit NAO’s website.

About the Presenter

Rick Rebel is a Licensed Employee Benefits Consultant with AKT Benefit Advisors in Lake Oswego, Oregon. Rick began his insurance career in 1979, and joined AKT in December 2011. He acts as the agent of record for employee benefits for many small business’ and some of the valley areas’ larger firms. He also works closely with union members in collectively bargained plans (OPEU, AFL-CIO, AFSCME to name a few) to make sure they obtain the best plan for the benefit dollar.

Rick has been active in health care reform in Oregon since 1987. He’s testified before the Oregon State Senate Bio-Ethics Committee on Health Care and participated in working groups that developed some of Oregon’s health insurance reform legislation. He testified before both Oregon Senate and House subcommittees on health reform in 2001 and 2005 and again in 2009 (on HB2116). Rick was appointed, in September 2001, to a “Waiver Application Steering Committee” to request a waiver from CMS (formerly HCFA) to expand the private market to lower income Oregonians. He was the only independent insurance agent on that committee. He recently served on Oregon’s Health Insurance Reform Advisory (HIRAC).

Rick has been a very active member in the National Association of Health Underwriters (NAHU) and was co-chair of the legislative committee that developed the NAHU Refundable Health Insurance Tax Credit proposal. He presented this solution to Senate and House staffers in Washington DC back in April 1999. Since that time, Rick has addressed many business and insurance groups across the United States on the subject of refundable tax credits. Rick also served on NAHU’s Leadership Development committee and helps local and state chapters develop the officers of tomorrow. He has been a featured speaker at many health-insurance related events at both the state and national level.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up to date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.

Become a Season Pass Holder

We encourage organizations and individuals to attend the entire series by purchasing a season pass. Season pass holders save up to $50 off of the individual session registration fees and are pre-registered for all ten network sessions (listed on the right).

Purchase a season pass today!

Register Now

 Registration is closed for this event
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Rick Rebel, Employee Benefits Consultant
AKT Benefit Advisors LP

Presentation & Continental Breakfast at 7:30
Networking at 9:00

The Patient Protection and Affordable Care Act (PPACA) continues to move forward at an unpredictable pace with many delays and changes. Rick Rebel, NAO’s PPACA answer man, will provide the latest details on compliance as well as additional information that will give you confidence that you are making proper plans for the upcoming years. While Rick will help larger employers understand the “pay or play” mandate and provide tips on how to make certain that you are offering coverage at acceptable values and in step with the affordability calculation, an AKT CPA, who is an expert in the nonprofit sector, will discuss small employer tax credits and how they might benefit smaller employers.

In addition, Rick will address the individual mandate and the economic consequences of not having coverage. He will present a detailed description of Cover Oregon (Oregon’s insurance exchange) and discuss how it might benefit you, as an employer, as well as your staff and their dependents. Reviewing the Cover Oregon website, you will learn navigational advice on the best way to seek the information you’re looking for.

Bring your questions, as Rick discusses:

  • Knowing whether you are subject to the “pay or play” mandate (i.e., how you count employees)
  • How to manage variable hour employees
  • Navigating the Cover Oregon website
  • Benefits available inside and outside the exchange for small employers
  • And much more!

For information, resources, and FAQ about the Affordable Care Act, visit NAO’s website.

About the Presenter

Rick Rebel is a Licensed Employee Benefits Consultant with AKT Benefit Advisors in Lake Oswego, Oregon. Rick began his insurance career in 1979, and joined AKT in December 2011. He acts as the agent of record for employee benefits for many small business’ and some of the valley areas’ larger firms. He also works closely with union members in collectively bargained plans (OPEU, AFL-CIO, AFSCME to name a few) to make sure they obtain the best plan for the benefit dollar.

Rick has been active in health care reform in Oregon since 1987. He’s testified before the Oregon State Senate Bio-Ethics Committee on Health Care and participated in working groups that developed some of Oregon’s health insurance reform legislation. He testified before both Oregon Senate and House subcommittees on health reform in 2001 and 2005 and again in 2009 (on HB2116). Rick was appointed, in September 2001, to a “Waiver Application Steering Committee” to request a waiver from CMS (formerly HCFA) to expand the private market to lower income Oregonians. He was the only independent insurance agent on that committee. He recently served on Oregon’s Health Insurance Reform Advisory (HIRAC).

Rick has been a very active member in the National Association of Health Underwriters (NAHU) and was co-chair of the legislative committee that developed the NAHU Refundable Health Insurance Tax Credit proposal. He presented this solution to Senate and House staffers in Washington DC back in April 1999. Since that time, Rick has addressed many business and insurance groups across the United States on the subject of refundable tax credits. Rick also served on NAHU’s Leadership Development committee and helps local and state chapters develop the officers of tomorrow. He has been a featured speaker at many health-insurance related events at both the state and national level.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up to date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.

Become a Season Pass Holder

We encourage organizations and individuals to attend the entire series by purchasing a season pass. Season pass holders save up to $50 off of the individual session registration fees and are pre-registered for all ten network sessions (listed on the right).

Purchase a season pass today!

When
October 24th, 2013 from  7:30 AM to  9:30 AM
Location
Ecotrust Conference Center, 2nd Floor
721 NW 9th Avenue
Portland, OR 97209
Multnomah
Event Fee(s)
NAO Members $22.50
Nonmembers $25.00
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City Portland
NAO Event?
Topic Diversity, Equity, Inclusion and Accessibility, Financial Oversight
Presenter Rick Rebel
Event Region Metropolitan Portland
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