Meeting/Event Information

Please join us for our 3rd Thursday CPE as we welcome Tiffany Davis, Area Vice President, Gallagher Benefit Services!

This event will be held in-person and via Zoom Webinar. 
When registering please select the option (in person or online), which you will be attending.

In person registration ends Friday, October 10th! 
Zoom registration ends the Wednesday, October 15th at Noon!

Presentation:  Maximizing Workforce Wellbeing and Strategic Benefits: Trends, Funding, and Broker Insights
Presented By: Tiffany Davis, Area Vice President, Gallagher Benefit Services

Presentation Objectives:

As a result of participating in this activity, learners will be able to:

1. Be informed about emerging trends in workforce benefits in 2025
2. Understand options and strategies in employer medical funding
3. Learn why employers need a dedicated insurance broker

Field of Study: IGA
Prerequisites:  None
Program Level:  Basic
Advanced Prep: None

Speaker Bios: Tiffany Davis has 25 years of experience in the health plan management and the insurance industry. Her primary focus has been as an advisor to medium and large clients in both the private and public sectors. Her career began as a Sales Executive with a regional HMO Healthcare company for 2 years before moving to the Consultant side of the industry. Prior to co-founding an Employee Benefits Consulting firm in 2015, she worked as a consultant at two Oklahoma based firms for over 15 years. Tiffany received her undergraduate degree from the University of Oklahoma with a Bachelor of Business Administration Degree in Marketing. She is currently pursuing her CEBS Certification. 

Tiffany’s responsibilities include health and welfare plan consulting focused primarily on the development and execution of health plan strategies, wellness initiatives and employee engagement. She has experience in working with both self‐funded and fully insured health plans, as well as a wide variety of ancillary benefit programs including employee advocacy. She is also responsible for establishing and maintaining strategic relationships that support the employee benefit services delivered to clients. Tiffany’s commitment to excellence is evident in her proactive approach to staying abreast of industry trends, regulations, and best practices. She has a passion for making a meaningful impact on the lives of the employees and success of the organizations she serves.

Prepaid Members - Reservations are required for each event! This ensures your meal is ordered for in person attendees and that you receive the Zoom link if joining us online. 

This event will be held in-person and via Zoom Webinar. When registering on-line please select the option (In-person or Online), which you will be attending.

Schedule and menu for in-person attendance:

Lunch Menu: 
House Salad
Airline Chicken Breast
Chive Mashed Potatoes 
Grilled Vegetable Medley
Cheesecake with Cherry Compote

Please let us know about any dietary restrictions in the comment box when registering and we will do our best to accommodate.

Schedule for Zoom Webinar attendance:

• 11:50 Zoom Webinar Opens
• 11:57 Opening Remarks
• 12:00 Speaker Presentation

• 12:50 Closing Remarks

CPE Credits are based on a 50-minute hour. Partial or nano credits are not offered for this course. State boards of accounting have final authority on the acceptance of individual courses for CPE credit. Attendees accept responsibility to determine if the course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to [email protected].

For CPE Eligibility Zoom participants must use the Zoom App or Zoom Desktop and answer the polling questions. In person attendees must sign in at the registration table and have a valid email on file to receive your CPE certificate.  

OKC-OSCPA Notice of Event Photography/Video Promotional photography and/or video may be taken at events. As a participant of this event, you consent to photos and/or video to be reproduced for promotional or educational purposes, including postings on social media and/or the OKC Chapter website.  If you do not wish to appear in photographs or be recorded, please notify the photographer or a board member on site. 

If you have any questions or need assistance with registering for this event please contact Anessa Steidley at [email protected] or by phone at 918-694-6083.