Monthly Power Lunch Series

Next Free Power Lunch Webinar will be held on:

Tuesday,  April 9, 2019 

“Data Analytics –

What Data is necessary to Build a Strong Strategy?

Key Data Elements you Need!”

On Tuesday, April 9th at 12pm ET, Marybeth Gray of Trion discusses rising cost of Healthcare and what employers are doing to better understand what is driving this cost increase.  For many employers, heath care costs are second only to payroll!  What data elements do you need to obtain and understand to build a sustaining strategy.   Hear how data can empower decisions  in this free webinar.


Event Landing Page-

Event Registration Page-



To Hear a recording of the Wednesday,  March 6, 2019  Power Lunch:  “Era of Million Dollar Drugs:  Craving out to a PBM and using a Coalition?  hear the Pros and Cons of this approach!”

Contact me at

Marybeth will be the Opening Keynote Speaker!  San Diego CA

March 24 – 26  @  The Manchester Grand Hyatt

San Diego

Join Marybeth Gray:  Name EBN’s 2017 Most Influential Women in Benefit Advising:

Opening Keynote Address 

Gearing Up for 2019 & 2020: How Benefits Strategies Affect Recruiting in an Almost Zero Unemployment World

Receive insight on plan design changes that employers are implementing and their views on the rapidly changing healthcare environment in the current climate of almost zero unemployment. Value based plan designs are driving the future of healthcare strategy—replacing the Consumer Directed Health Plan (CDHP) strategy of 2016-2018! The landscape is changing—stay on top of industry trends in this keynote session.

Closing  Keynote  Address:  Marybeth will be Presenting 

Successful Businesses Embrace and Support Strong, Smart Women—Let’s Do This Together!

This “power-briefing” session reviews the challenges women face in the workplace and how we can help each other and build our network of women executives.  Learn how to utilize relationships for mentorship and networking and hear about an effective mentorship program and how to develop one at your workplace.

Marybeth Gray is continually rated one of the “Top Best Sessions” by conference attendees!

  • Recognized leader in the design of health care cost control and quality improvement programs.
  • Presentations have been ranked by attendees as “Conference Best in Class” educationally and strategically year over year.      (484) 755-9444

Sponsored by:  

     2019   Conferences

University Conference Services, & Academic Sponsor; University of North Carolina Kenan-Flagler Business School present:

CFO Connect Conference

Las Vegas       April 14-16

Marybeth will present two sessions: 

Session One:  “How Top Performing Employers are using Healthcare Benefits as a Strategic Tool to Recruit in an Almost Zero Unemployment World”

Session Two:  “The Age of Million Dollar Drugs – What is Your Strategy?   Top strategy to stem the high cost of pharmaceuticals within your benefits program.”


Trion a Marsh & McLennan Agency offers free educational webinar:   Our 2018 Employee Benefits Compliance Webinar Series held:        Third Thursday of Each Month | 2 p.m – 3 p.m. EST

The Trion / MMA monthly webinar series is designed to educate, inform, and provide guidance on the topics that matter to you. All sessions have been approved for 1 general re-certification credit hour through the Human Resources Certification Institute (HRCI) and 1 Professional Development Credit hour through SHRM.

To register, contact Marybeth Gray :



ACA Reporting Requirements

A review of the Affordable Care Act’s employer mandate reporting requirements including Forms 1094/1095 (B and C).


FMLA and Employee Benefits

An overview of the FMLA’s interaction with employee benefit programs, including how to administer benefits while employees are on leav


Federal Continuation Coverage

An overview of continuation coverage rights applicable to certain employee benefit programs under federal law.


HIPAA Privacy and Security Training

HIPAA refresher training for employees who use protected health information as part of their job duties.

MAY 16

Wellness Programs

A review of the rules affecting wellness programs, their design, and the use of incentives.


Mid-Year Compliance Review

A mid-year update on new rules and regulations affecting employee health and welfare benefit plans and court cases of interest.


Annual Required Notices

A discussion of federal health and welfare plan notice and disclosure requirements, timing, and delivery.


Association Health Plans

An overview of association health plans including their purpose, requirements, and obstacles.


New HRA Options

An overview of the individual coverage health reimbursement arrangement and excepted benefit health reimbursement arrangement.


Health Savings Accounts

A review of the rules governing health savings accounts and other permissible/impermissible forms of coverage.


ACA Reporting Requirements

An overview of the ACA’s Applicable Large Employer and provider reporting requirements.  We’ll review Forms 1094-B, 1095-B, 1094-C and 1095-C.


Year End Checklist and Future Forecast

A review of benefits-related tasks to accomplish at the end of 2019 and early 2020 as well as a forecast of changes expected for 2020 and 2021.

To register for any of these free webinars – contact Marybeth @