Upcoming Webinars
Check back soon for upcoming webinars!
Past Webinars
No Surprise Act: An Overview of Enforcement Responsibilities
November 4, 2025 1-2 p.m. ETPlease register here Microsoft Virtual Events Powered by Teams This webinar provides an overview of enforcement responsibilities under the No Surprises Act, with a focus on the roles of state and federal regulators. Attendees will gain...
Let us coach your team on Reviewing UM policies and procedures
October 7, 2025 10-11 a.m. MDTPlease join us! ER is kicking off our Fall Webinar series with a training session on examining Utilization Management practices. Let us coach your team on reviewing UM policies and procedures, UM criteria, Prior Authorizations, Concurrent...
Examination Resources Training Webinar: The UM Playbook – Your winning strategy
October 7, 2025 1-2 p.m. ETRegister Here ER is kicking off our Fall Webinar series with a training session on examining Utilization Management practices. Let us coach your team on reviewing UM policies and procedures, UM criteria, Prior Authorizations, Concurrent...
Driving Artificial Intelligence Understanding and Best Practice Through Collective Insight
July 31, 2025, 12-1 p.m. MDTRegister here. ER is excited to invite you to participate in the first of a series of Focus Groups on Artificial Intelligence in Insurance. This session is an opportunity to bring together regulators across the country to explore how AI is...
No Surprises Act: A Comprehensive Overview of Responsibilities, Rights and Protections in Health Care
Thursday, June 27, 2024 – 2PM ESTThe No Surprises Act (NSA) protects health care consumers from surprise billing in certain situations. The NSA applies to non-emergency, emergency, post-stabilization, and air ambulance covered services with the potential for State and...
Don’t Let the Consolidated Appropriations Act Surprise You During the 2025 Form Filing Season!
Wednesday, May 8, 2024 – 2PM EST A review of non-compliant trends found within the 2024 policy form filings. Learning Objectives: ER Policy Form Review Services Keeping up with the Consolidated Appropriations Act regulations and how it applies to policy forms A review...
NQTL Analysis: Federal and State Compliance & MHPAEA Report to Congress
Tuesday, November 28, 2023 – 2PM EST Learning Objectives: Become familiar with Non-Quantitative Treatment Limitations (NQTLs) under the Mental Health Parity and Addiction Equity Act (MHPAEA) and the Consolidated Appropriations Act, 2021; Understand the contents of an...
No Surprises Act – QPA Audit Overview
Tuesday, October 24, 2023 – 2PM EST Learning Objectives: Become familiar with the origin and key aspects of the No Surprises Act; Understand the general Qualifying Payment Amount (QPA) audit process; and Identify key examples of noncompliance and common violations....
Form Filing Compliance Tools, Review Techniques, and Best Practices
Thursday, April 6, 2023 – 2 PM EST Join us to learn about the latest changes in the rapidly changing landscape of health insurance regulation. This presentation will include developments concerning the following: Best practices for health form compliance reviews...
Mental Health Parity and Addiction Equity Act (MHPAEA) Comparative Analysis Reviews and the 2022 Congressional Report
Thursday, December 1, 2022 – 2 PM EST Join us to learn about the latest changes in the rapidly changing landscape of health insurance regulation. This presentation will include developments concerning the following: Mental Health Parity and Addiction Equity Act...
Ethical Issues in the Regulatory Workplace
Thursday, November 12, 2022 – 2 PM EST This webinar will discuss how regulators and consultants can experience potential ethical dilemmas in uncovering fraud while performing their duties analyzing company information. Ethics can be viewed as the principles and values...
Climate Risk and Resilience: The Insurance Sector’s Role
Tuesday, October 18, 2022 – 2 PM EDT The increasing societal and financial impact of natural disasters around the world due to climate risk is a constant concern of supervisors, industry, and governments. Finding a consensus on ways to improve resilience to these...
MHPAEA NQTL Audits, Qualifying Payment Amount Audits, Surprise Billing, Price Transparency
Wednesday, May 11, 2022 – 2-3 PM EDT Join us to learn about the latest changes in the rapidly changing landscape of health insurance regulation. This presentation will include developments concerning the following: Mental Health Parity and Addiction Equity Act...
Form A Reviews – Acquisition of Control of or Merger with a Domestic Insurer
Thursday, June 24, 2021 – 2-3 PM EST This session will provide a high level understanding of the Form A review process and what is being seen currently in the marketplace. During 2020, pre-COVID, M&A activity in the insurance sector was at its highest rate in the...
Recent Legislative Actions Concerning Pharmacy Benefits and Pharmacy Benefit Managers (PBMs)
Thursday, March 25, 2021 – 12 PM EST This session will provide a high level understanding of recent legislative actions regarding prescription drugs and the role that PBMs play in the prescription drug cycle. During 2020, State legislatures in more than 40 states...
COVID-19: Analysis and Exam Considerations
Thursday, November 5, 2020 – 2 PM EST Covid-19 is one of the biggest operational risk events in history. As economies shut down, rebound and the re/insurance sector struggles with a new work paradigm, regulators are changing their procedures to cope with the...
Cloud Governance & Data Security
Thursday, October 29, 2020 – 2 PM EST Cloud governance is about making critical decisions regarding performance, availability, capacity, data security and portability. Regardless of whether a Company maintains a data center or outsources to a cloud service provider,...
TESTIMONIALS
What our team says about us
Cynthia M. Fitzgerald, AIRC, ACS, AIAA, CICSR, CFE(Fraud), CIE, MCM, PHAM, ITP, CCP
Director
Working at ER has allowed me to develop my leadership skills to elevate my team in the Health Consulting Services space. Consistent and meaningful engagement with executive leadership at ER is incredibly supportive and collaborative. At ER, we foster a creative work environment where everyone feels valued and heard. ER leadership is committed to professional development and work life balance. I enjoy the opportunity to lead a strong team with vision and purpose as we support state and federal regulators with dynamic and creative solutions. One of the attributes I like most about working at ER is the opportunity to work closely with other leaders in other areas of insurance regulation. This opportunity is only possible when leaders feel trusted, supported and equipped with the tools necessary to be successful. At ER, we take care of our clients, our team and each other as we deliver on our mission.
Craig Leonard, CIE, CPCU, CCP, FLMI, ARC, AIAF, ARM, MCM
Senior Director Market Conduct
Working at ER has been an incredible experience that allows me to lean into my strongest skills as a thought leader who is always looking to raise the bar and find better ways to improve market regulation processes. ER’s commitment to quality, efficiency, and first-rate representation creates an environment where innovation thrives, and continuous improvement is the standard. Our firm’s streamlined structure ensures prompt attention to clients at all levels, enabling me to partner with them in meaningful ways and consistently exceed their expectations. In my 34 years being involved in market regulation, I have never worked with a more knowledgeable, dedicated team. With deep knowledge and dedication to the NAIC’s Market Regulation Handbook, combined with our ‘out-of-the-box’ thinking, we identify critical findings often overlooked by others. I take immense pride in the work we do and the value we provide to our clients every day.
Mark Ossi, CPA, CFE, AMCM, CFE (Fraud)
Director Financial Analysis
In my previous position as a state regulator, ER was one of our trusted contracting firms. I felt like they were a strategic partner in the Department’s insurance regulatory oversight and was happy to have them be part of our team for the seventeen years I was employed at the Georgia Department. In 2019, I joined the ER Team and have been even more impressed with ER’s professionalism, culture and commitment to assisting our client’s mission of regulatory oversight of the insurance industry with the goal of safeguarding policyholders.
We'd love to hear from you! Share what services you are interested in and how we can work together to achieve your goals.
We value your perspective. Share your thoughts, suggestions, or experiences with our team anytime at feedback@examresources.net.
CORPORATE HEADQUARTERS
20 10th Street NW, Suite 803
Atlanta, GA 30309-6197
Office: 404.816.6188
Fax: 404.816.6197
UTAH OFFICE
10619 S. Jordan Gateway, Suite 335
South Jordan, UT 84095
Office: 801.562.5748
VIRGINIA OFFICE
145 N. Main Street
Stuart, VA 24171
Office: 276.694.3806
Fax: 404.816.6197