Auditing Healthcare Plans: A Panel Discussion
Verracy’s Mary Breslin will be moderating
a panel of healthcare professionals
Panelist
Laura Bornyas: Healthcare Practice Leader for Synchronomics Fiduciary Services
▪️Healthcare Investigator
▪️Fiduciary Procurement & Vendor Oversight
Jamie Linkowski: Co-Founder Synchronomics Fiduciary Services
▪️The role of a 402(a) fiduciary: Shared Risk vs Outsourced Strategy
▪️Pharmacy Middleman Case Study
Mark Flores: Co-Founder AVYM Healthcare Claims Data Integrity & Legal Support
▪️Hidden Fees in Healthcare Contracts
▪️Lawsuits and Settlements Over Data Ownership
Jeff Gasser: Co-Founder of Multiple Healthcare Analytics Companies
▪️Compare and Contrast Standard Carrier Reports vs Owning your Data
▪️Independent Benchmarking for Fiduciary Due Diligence
Herman Hofman: Partner at Varnum LLP
▪️Tiara Yachts Lawsuit against Blue Cross
▪️Blue Cross Fiduciary Standing
Doug Aldeen: Nationally-Recognized ERISA Healthcare Attorney
▪️Administrative Contract Litigation (TPA/ASO)
▪️The Next Big Short
Kathy Donneson: (Former Chief Health Plan Administrator for CALpers)
▪️Managing Vendors to Align Risk Tolerance
▪️Negotiating Health Plan Contracts
Kim Carleson: Founder of US Beacon, A Medical Claims Integrity Company
▪️Auditing & Removing Ineligible Claims
▪️Experience with Healthcare Brokers
Amy Hollis: Founder of Employees First (Former Willis Towers Watson & Mercer/Marsh McClennan)
▪️Finding and Removing Unreasonable Fees in Voluntary Benefits
▪️Experience with Healthcare Brokers
Healthcare is one of the biggest expenses organizations face—yet for most internal audit functions, it remains largely unaudited. This session brings together a panel of experts to uncover the hidden risks, conflicts of interest, and governance gaps buried within self-funded health plans. Through real-world stories, case studies, and current litigation insights, you’ll learn how auditors can protect organizational funds, safeguard fiduciary responsibilities, and strengthen their own professional impact.
Key topics include:
- Conflicts of interest with trusted advisors and well-known vendors
- ERISA fiduciary and legal risks for plan sponsors and boards
- Behind-the-scenes examples from recent and past litigation
- Proven strategies that challenge industry benchmarks and deliver measurable results
Learning Objectives:
- Recognize red flags and hidden risks in self-funded healthcare contracts
- Identify governance gaps in healthcare procurement and oversight processes
- Apply employer rights under Federal CAA Transparency Laws to strengthen audit coverage and protect funds
___________________________________________________________________
CPE: 1.0 | Field: Auditing | Delivery: Group Internet Based
Level: Beginner | Prerequisites: None | Who Should Attend: Auditors that want to learn more about self-funded health program risks.
Verracy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Texas State Board of Public Accountancy, 505 E. Huntland Drive, Suite 380, Austin, Texas 78752 www.tsbpa.state.tx.us
Cancellation Policy: This is a free webinar. You may cancel at any time.
To contact Verracy: training@verracy.com