Fiduciary Training and Learning

Enhance your team’s understanding and compliance with CAA requirements through our tailored training curriculum. Designed for benefits, compliance, finance and leadership teams, our program covers critical aspects of CAA compliance including gag clauses, governance oversight, transparency requirements and more.

Service Details:

  • Comprehensive Development and Delivery of Customized Curriculum:
    • In-depth exploration of fiduciary duties roles and responsibilities.
    • Detailed coverage of standards of conduct, communication policies, procedural rules and processes, documentation standards and risk mitigation strategies.
    • Extensive guidance on service provider and vendor oversight principles.
    • Emphasis on CAA responsibilities, health care affordability opportunities and using fiduciary governance as a defense against CAA litigation.
  • Strategic Alignment:
    • Ensure organizational alignment on strategic health benefit compliance requirements, fostering a cohesive understanding across various departments.

Download Service Descriptions

Contact

Won Andersen
Chief Operating Officer
wandersen@pbgh.org