This training covers strategies for nonprofit organizations to prepare for open enrollment, handling health insurance renewals, promoting wellness initiatives, and simplifying the enrollment process. It recommends evaluating benefits programs using metrics like Total Cost of Human Capital (TCHC), health insurance premiums, employee turnover, and satisfaction.

The session emphasizes analyzing current insurance plans, determining employee coverage needs, comparing carriers, and negotiating to get the best rates and coverage. It also suggests promoting wellness initiatives such as gym memberships, mental health resources, and encouraging doctor visits.

To simplify enrollment, the training recommends easy-to-understand instructions and technology tools. Finally, it stresses the need for a six-month plan for open enrollment and surveying employees to identify areas for improvement.

USI is able to offer 1 CE SHRM credit to all attendees, plus, a free guide.

Key Takeaways:

Attendees will learn: Practical strategies for preparing and handling open enrollment for their organization's benefits program.
How to evaluate their benefits program using metrics like Total Cost of Human Capital, health insurance premiums, employee turnover, and satisfaction.
Tips for vendor negotiation and comparing carriers to get the best rates and coverage.
How to promote wellness initiatives and engage employees to build a culture of wellness and trust.

This workshop will be presented by Mark Dungan, VP of Employee Benefits at USI, Andrew Clarke, VP of Employee Benefits at USI with guest speaker Yesenia Perez, ERISA & Compliance Attorney

Key Area(s) of Excellence: Human Resources, Financial Management, Planning & Evaluation

Participants who complete the post-session evaluation can receive a PDF copy of the presentation.

Not sure if your organization is a member? Check out our member directory. If your organization is not a current member of Nonprofit New York, visit our website for more information on joining.

Please Note: This meeting is open to staff and board members of current Nonprofit New York member organizations and non-member organizations. Organizations may send more than one individual to participate, HOWEVER if the event sells out registration may be limited to ONE person per organization due to space constraints.

If your organization is not a current member of Nonprofit New York, visit our website for more information on joining.

Refund policy: Registrants who cancel their registration on or before 1 week will receive a full refund. Those who cancel on or before DAY PRIOR will receive a 50% refund. No refund will be made for cancellations made on or after DAY OF. All cancellations must be submitted in writing.

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Registration is required. Please be advised that by registering for this event, unless we hear from you otherwise, we will include you as part of our regular mailing list. Please also be advised that the event will be recorded by Nonprofit New York. By enrolling for this event, you hereby: (1) give consent for Nonprofit New York or any third parties to use your photograph or image in its print, online and video publications; (2) release Nonprofit New York, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you. To revoke this waiver, please email Programs Manager, Darby Masland, dmasland@nonprofitnewyork.org.

Mastering Open Enrollment: Strategies for Nonprofit Organizations