Who:Led by Jim Farley, founder of J.P. Farley Corporation, and moderated by Julie Wohlstein, President of Centrix Benefit Administrators
What: What Benefit Advisors Need to Know When Choosing a TPA
This free HCAA webinar is geared towards Benefit Advisors to help explain what a TPA is expected to do, what is involved with managing a plan, and what benefit advisors need to know when choosing a TPA. We want to help answer that question you have, “How do I find a good TPA?”
Julie Wohlstein will take any questions that registrants would like answered in advance (please email to sayers@hcaa.org).
Speakers
 |
|
James P. Farley, President (Principal) J.P. Farley Corporation
Jim founded The J.P. Farley Corporation in 1979. Prior to that time from 1970-1979, he was a group health insurance representative. While having this experience with a large insurance carrier, he determined that Plan Sponsors could better manage their plans if they were self-funded.
Actively involved in the leadership of the Third Party Administration Industry, Jim has served as the president of The Self Funded Institute of Ohio, Chairman of the National Association of Employee Benefits Administrators, Chairman of the Society of Professional Benefit Administrators, and President of QUBIC, a consortium of third party administrators.
He has testified in legislative and rule making hearings at the state and federal levels and served on the Ohio Department of Insurance Administrators Review Board. Jim graduated from Ohio University in 1970 with a Bachelor’s degree in Communications and earned his Masters of Science degree in Financial Services at the American College, Bryn Mawr, Pennsylvania. He is also a Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (CHFC).
|
 |
|
Julie Wohlstein, President & CEO of Centrix Benefit Administrators
Julie Wohlstein brings over 40 years of comprehensive experience in business operations and employee benefits administration. She currently serves as President and CEO of Centrix Benefit Administrators, where she leads the strategic direction and operational management of the firm.
Before joining Centrix, Julie held progressively senior roles with several large Third-Party Administrators (TPAs), where she gained deep expertise in benefits administration, compliance, and client services. Her career also includes tenure in the Employee Benefits Consulting and Brokerage Division of Mercer, a global leader in health and benefits advisory.
Julie earned her undergraduate degree in Gerontology from Ohio University and holds a Master of Advanced Studies (M.A.S.) in Leadership of Healthcare Organizations from the University of California, San Diego (UCSD) School of Medicine, where she also completed a Healthcare Executive Leadership Certificate program.
Julie currently serves on the Board of Directors for the largest regional hospital system in Southern California, as well as one of its San Diego-based hospitals, where she chairs the Quality and Safety Committee. She is a licensed insurance broker, a Certified Self-Funded Specialist (CSFS), and a member of the Board of the Health Care Administrators Association (HCAA), where she is a Past President.
Above all, Julie is most proud of her role as a mother to seven wonderful children.
|
Print Page