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  • EBPA December 2023 Educational Program

EBPA December 2023 Educational Program

  • December 07, 2023
  • 7:30 AM
  • Washington Athletic Club


Registration is closed

Approved for two (2) hours of Continuing Education*

How Consumer Directed Benefits Support Diversity Equity & Inclusion (DEI) Efforts 

HealthEquity research reveals 9 in 10 benefits leaders say DEI is key to their organization’s success. But sometimes it’s hard to know how employee benefits can tangibly support DEI initiatives. Consumer directed benefits (CDBs) can make a difference. 

Join HealthEquity to learn: 

• The unintended inequity in benefits 

• DEI and benefits research and insights 

• How CDB plan design can help meet employee needs 

• How specific accounts, including Lifestyle Spending Accounts, Commuter, Health Savings Accounts, and Dependent Care Flexible Spending Accounts can offer personalized solutions 

Janine Wilson, Regional Sales Director, Western Region for HealthEquity serves Oregon, Washington, and Alaska. She is passionate about helping Americans thrive in today’s health care system by empowering health savings, while helping employers manage benefit costs.

Janine has been in the HSA industry for nearly fifteen years and with HealthEquity for nearly ten years.

Compliance Roundups

    • Transparency in Coverage and Consolidated Appropriations Act requirements 
    • Machine Readable Files
    • RxDC reporting
    • Gag clause attestations
    • MHPAEA updates
    • Telehealth benefits updates
    • Proposed rules for fixed indemnity plans

      Manuel Mendoza serves as the Portland-based, in-House ERISA Counsel for USI’s Northwest region, advising the employee benefits practice group.  Manuel has over 10 year’s experience, primarily focusing on employment benefit legislation, compliance, and the corresponding legal challenges.

      He provides guidance regarding compliance and legal issues related to group health and welfare benefit plans for both private and public sector employers. He regularly interacts with regulatory agencies such as the DOL, IRS, CMS, HHS, and state insurance departments.

      In addition, Manuel is a regular speaker at national and state conferences sponsored by private and public employers and a contributor to employee benefit publications.

           Event Details:

      Date:  Thursday, December 7, 2023

      Location: Washington Athletic Club, 1325 6th Ave., Seattle 


      7:20 - 7:45 am - Registration, Breakfast

      7:45 - 8:35 am - Janine Wilson

      8:35 - 9:00 am - Break 

      9:00 - 9:50 am - Manuel Mendoza

      9:50 - 10:00 am - Q&A


      $70 Members - $95 Non-members/guests before 12/05

      $100 Members - $125 Non-members/guests after 12/05

      $140 New or Renewing EBPA Members + Event Registration **

      NOTE:  This event approved for two (2) hours of Continuing Education Credit by the Washington State Office of the Insurance Commissioner.  YOU MUST be seated for the presentation within 5 minutes of the session start. You can take breaks, but you must limit your time outside the presentations. The Insurance Credits are for two hours.  NO PARTIAL CREDITS awarded. You cannot sign in late or out early.   

      ** Membership paid through this registration is valid through December 31, 2024. 

      Online registration deadline is Tuesday, December 5, 2023. If you miss the online registration, call the office 206.653.7259.  No refunds or credit for future meeting granted after the deadline. 

      Thank You Event Sponsors! 



      Thank You 2023 Event Sponsors!




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