UPDATED RSVP Policy:  Please e-mail membership@smhra.net and indicate number of attendees, names and method of payment.

RSVP’s are required no later than the Monday before the luncheon.  All “yes” RSVP’s must be paid regardless of attendance (New catering policies at the Santa Maria Inn).

PayPal payments should be made at the time of RSVP (or within 24 hours) and in advance of the meetings.   Cash and checks will still be accepted at the door.  Checks by mail in advance of the meeting to the PO Box are also welcome: SMHRA P.O. Box 130 Santa Maria, CA 93456

Luncheon Fee:  $20.00 for SMHRA members, $25.00 for non-members

NEXT MEETING: Wednesday, November 16th. Title: ACA Reporting: Not dress rehearsal in 2016!

Date: Wednesday, November 16th (third Wednesday of November)

Topic: : ACA Reporting: Not dress rehearsal in 2016!

Time: from 11:45am-1:15pm  Cost: $20 members, $25 non-members

Location:The Historic Santa Maria Inn 

dr-kristin-kahle Speaker: Dr. Kristin Kahle  In 1990, Dr. Kahle began her insurance career as a sales management team member with John Hancock Insurance Company in Boston. Since then, she has served in a variety of capacities for companies including Leavitt Group (National Restaurant Division, vice president) PIS (vice president), Intercare Insurance Services (vice president), SFG Benefits Insurance Services (vice president of marketing and operations) and Lincoln Life Insurance Company (employee benefit and client services manager). Today, Dr. Kahle is the founder and CEO of NavigateHCR., a company that is focused on Healthcare Reform (HCR) compliance solutions for brokers and employers. She founded the business with one goal in mind, “Making Healthcare Reform Compliance easy”. Dr. Kahle spent 20+ years as a benefits broker and has always been dedicated to educating her groups and helping them develop best practices. Navigate has four core competencies, Compliance Communication, Exposure Analytics, Functional Data and Concierge Services. Navigate works with over 8000 brokers and has over 3000 clients. Navigate is the oldest Affordable Care Act Technology and Consulting Company dedicated to serving the broker community. Dr. Kahle received her Doctorate in Business Administration (DBA) from Argosy University. Her dissertation was on Health Care Reform of which she was the first Doctorate candidate to write about this timely topic. She is also a Certified Healthcare Reform Specialist (CHRS). Dr. Kahle was awarded twice, the 2014 and 2015 Most Influential Women in Benefit Advising, from Employee Benefit Adviser. In addition, Dr. Kahle holds a Master of Business Administration (MBA) from University of Phoenix and a Bachelor of Arts (BA) in Business Administration from Pine Manor College in Chestnut Hill, MA, where she holds multiple records in both rebounds and scoring for the Pine Manor Gators, being the only female basketball player to hold over 1000 points and over 1000 rebounds. Here is a brief summary of what to expect from the presentation:

  • Introduction and Meeting Objectives
  • ACA Reporting Overview for 2015
  • ACA Reporting for 2016
  • Templates
  • Data
  • IRS Portal
  • 1094/1095 B
  • 1094/1095 C
  • What data do you need to prepare your clients to gather for reporting?
  • Questions

  Luncheon Fee: $20.00 for SMHRA members, $25.00 for non-members Please indicate payment method in RSVP email. Payment by cash or check may be made at the door or by credit card via PayPal online at www.smhra.net within 24 hours of email RSVP.