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Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line


Total Credits: 2 including 2 Personnel/Human Resources - Non-technical

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Not yet rated
Categories:
ACPEN Industry Institute |  Human Resources |  Personal Development
Faculty:
William Kyle Minick, MBA, GBA, QEBS
Course Levels:
Intermediate
Duration:
2 Hours
License:
Expires 30 day(s) after program date.

Dates


Description

Go in-depth to understand the three main components of self-funded plans: Stop Loss, Third Party Administrators (TPA), and Pharmacy Benefit Managers (PBM). This section will review both Specific and Aggregate Stop Loss as a concept while also providing in-depth knowledge of contract terms and risk management. It will discuss the key components of a TPAs/PBMS and show examples of admin agreements. The instructor will also use real world examples to show how to avoid common pitfalls and use cost savings tools to ensure that waste, fraud, and abuse are eliminated from your plan structures. The end of this unit will also introduce point solutions and how they can be used to ensure peak plan performance and claims savings.

Basic Course Information

Learning Objectives
  • Stop Loss
  • Third Party Administrative Structures
  • The role of Pharmacy Benefit Managers
  • Common plan design mistakes and how to avoid them
  • Point Solution 101

Major Subjects
  • Stop Loss
  • TPA
  • PBM
  • Point Solutions

Course Materials

Faculty

William Kyle Minick, MBA, GBA, QEBS's Profile

William Kyle Minick, MBA, GBA, QEBS Related Seminars and Products


Kyle Minick, MBA has a diverse work experience spanning over several years. Kyle is currently working as the Vice President of Employee Benefits at Summit Financial Group, Inc. Kyle is responsible for leading employee benefits initiatives and focusing on diversity, equity, inclusion, and belonging. Kyle is also a thought leader, public speaker, and healthcare advocate, where they speak to organizations about the importance of healthcare coverage.

Prior to their current role, Kyle worked at Arthur J. Gallagher & Co. as an Associate Benefits Producer, Account Manager, and Benefits Support Specialist. During their time there, they gained valuable experience in sales and problem-solving, specifically in the benefits industry. This experience prompted him to pursue an MBA with a focus on Healthcare Administration.

Before joining Gallagher & Co., Kyle worked as an Executive Recruiter and IT Talent Specialist at Modis. Kyle developed a strong skill set in cold-calling and sales, but ultimately decided to return to Dallas to pursue their MBA.

Additionally, Kyle has experience as a Sales and Marketing Specialist at Checkers Industrial Safety Products, where they gained an understanding of compliance and safety concerns in various industries.

Lastly, Kyle's early work experience includes being an Eagle Scout at the Boy Scouts of America, where they developed a mindset that they apply in their professional and personal life.

Overall, Kyle Minick, MBA has a broad range of experiences in the employee benefits industry, sales, recruiting, and advocacy.

Kyle Minick earned their Master of Business Administration (MBA) with a focus in Health Care Administration from Abilene Christian University. Kyle attended the university from 2017 to 2019. Prior to that, they completed their Bachelor of Science in Business Administration and Marketing at Colorado State University, where they studied from 2008 to 2013.

In addition to their degrees, Kyle has obtained several certifications. In 2022, they earned the Group Benefits Associate (GBA) 1 certification from the International Foundation of Employee Benefit Plans (IFEBP). In 2020, they obtained the General Lines Agent - Property and Casualty certification from the Texas Department of Insurance. In 2016, they obtained the General Lines Agent - Life, Accident, Health, and HMO certification from the same institution. Furthermore, in 2007, they completed the Cursos de Lenguas - Spanish B1.2 program at Universidad de Salamanca.


Dates

Mon, Dec 01, 2025 - 12:00 PM to 1:52 PM CST
Wed, Dec 17, 2025 - 4:00 PM to 5:52 PM CST
Tue, Jan 06, 2026 - 10:00 AM to 11:52 AM CST
Mon, Feb 02, 2026 - 12:00 PM to 1:52 PM CST
Wed, Feb 18, 2026 - 4:00 PM to 5:52 PM CST
Tue, Mar 03, 2026 - 10:00 AM to 11:52 AM CST
Mon, Apr 06, 2026 - 12:00 PM to 1:52 PM CDT
Wed, Apr 15, 2026 - 4:00 PM to 5:52 PM CDT
Tue, May 05, 2026 - 10:00 AM to 11:52 AM CDT
Tue, Jun 09, 2026 - 12:00 PM to 1:52 PM CDT
Fri, Jun 26, 2026 - 2:00 PM to 3:52 PM CDT
Wed, Jul 01, 2026 - 4:00 PM to 5:52 PM CDT
Fri, Jul 17, 2026 - 8:00 AM to 9:52 AM CDT
Tue, Aug 04, 2026 - 10:00 AM to 11:52 AM CDT
Fri, Aug 21, 2026 - 12:00 PM to 1:52 PM CDT
Wed, Sep 02, 2026 - 2:00 PM to 3:52 PM CDT
Fri, Sep 18, 2026 - 4:00 PM to 5:52 PM CDT
Fri, Oct 02, 2026 - 8:00 AM to 9:52 AM CDT
Mon, Oct 26, 2026 - 10:00 AM to 11:52 AM CDT
Thu, Nov 12, 2026 - 12:00 PM to 1:52 PM CST
Wed, Nov 25, 2026 - 2:00 PM to 3:52 PM CST
Fri, Dec 04, 2026 - 4:00 PM to 5:52 PM CST
Mon, Dec 21, 2026 - 8:00 AM to 9:52 AM CST
Tue, Jan 12, 2027 - 10:00 AM to 11:52 AM CST
Wed, Jan 27, 2027 - 12:00 PM to 1:52 PM CST
Thu, Feb 04, 2027 - 2:00 PM to 3:52 PM CST
Tue, Feb 23, 2027 - 4:00 PM to 5:52 PM CST
Wed, Mar 17, 2027 - 8:00 AM to 9:52 AM CDT
Thu, Mar 25, 2027 - 10:00 AM to 11:52 AM CDT
Tue, Apr 06, 2027 - 12:00 PM to 1:52 PM CDT
Tue, May 04, 2027 - 2:00 PM to 3:52 PM CDT
Mon, May 24, 2027 - 4:00 PM to 5:52 PM CDT
Tue, Jun 08, 2027 - 8:00 AM to 9:52 AM CDT
Fri, Jun 25, 2027 - 10:00 AM to 11:52 AM CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For HR and Finance professionals
Original Recording Date 08/2025
Course Developer William Kyle Minick, MBA, GBA, QEBS
Date Added to Catalog 08/2025
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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