Insurance & Finance Intensive Registration | Boston, MA
Friday, October 21, 2022

Convene at One Boston Place | Free to Attend
Registration: 8am – 8:30am ET | Program: 8:30 am – 4:30 pm ET
Participants must follow COVID-19 protocols set forth by the venue.

Content Level: Beginner
Audience: Advocates and oncology health care professionals

If you would like a copy of the event flyer to share with colleagues or your employer, it can be downloaded and printed.

Meet Our Experts

Presenting the Insurance & Finance Intensive are Triage Cancer CEO, Joanna Morales, Esq., and COO, Monica Bryant, Esq.


COVID-19 policy, directions, hotel options, & more!

Accreditation Information

Profession specific accreditation information, and other requirements.


Please complete the form to apply. Participants who need accommodations for a disability should email info@triagecancer.org.


Presenting the Insurance & Finance Intensive are Triage Cancer CEO, Joanna Morales, Esq., and COO, Monica Bryant, Esq. Throughout their careers, they have presented more than one thousand educational seminars on cancer-related legal and practical issues.

Joanna Morales

Joanna Fawzy Morales, Esq.
Chief Executive Officer

Read Joanna's Biography

Monica Bryant

Monica Fawzy Bryant, Esq.
Chief Operating Officer

Read Monica's Biography

Amanda Goodstadt

Amanda Goodstadt, Esq.
Staff Attorney

Read Amanda's Biography


TimeSessionLearning Outcomes
8:30am – 9:20am ETIntroduction to Cancer-Related Legal Issues, Cancer Survivorship, & Advocacy1) Outline how health care professionals can engage in various types of advocacy and encourage patients to be advocates.
9:20am – 10:10am ETAn Overview of the U.S. Health Care System1) Outline the different theories of health care systems; 2) Explain the various elements of a health insurance policy; 3) Define terms used in a health insurance policy
10:10am – 10:25am ETBreak
10:25am – 12:40pm ETEmployer-Sponsored & Individual Health Insurance1) Outline the various individual and employer-sponsored health insurance options available to patients; 2) Describe consumer protections included in various federal and state laws; 3) Explain the health insurance appeals process.
12:40pm – 1:10pm ETLunch
1:10pm – 2:10pm ETGovernment Sponsored Health Insurance1) Describe eligibility differences for Medicare and Medicaid; 2) Outline steps patients can take to appeal a claim denial for Medicare and Medicaid; 3) Identify resources for patients to learn more about accessing Medicare and Medicaid.
2:10pm – 2:25pm ETBreak
2:25pm – 4:25pm ETNavigating Disability Insurance & Appeals1) Outline how FMLA can be useful to patients; 2) Articulate how disability insurance can be useful to someone who can no longer work, temporarily or permanently, as a result of a cancer diagnosis; 3) Explain how disability insurance works with other leave laws.
4:25pm – 4:30pm ETClosing


COVID-19 Policy

Guests must abide by the venue's COVID-19 policy at all times.

We will continue to follow COVID-19 recommendations from the Centers for Disease Control and Prevention and the local County Public Health Department. If you are sick or have been in contact with someone who is sick, please stay home.

Event Location: Convene at One Boston Place

The Insurance & Finance Intensive will be held at:
Convene at One Boston Place
One Boston Place
Boston, MA 02108

Parking & Other Logistics

Nearby Local Transportation Options:
From the Government Center Station:

  • Blue Line
  • Green Line E
  • Green Line D
  • Green Line B
  • Green Line C

From the State Station:

  • Blue Line
  • Orange Line

For more information, visit the Massachusettes Bay Transportation Authority website.


Nearby Parking Options:
Pi Alley located
275 Washington St, Boston, MA 02108

One Beacon Street Garage
1 Beacon Street
(617) 263-0401

Nearby Hotel Options

The following hotels are located near Convene at One Boston Place:
Kimpton Nine Zero Hotel
Hyatt Centric Faneuil Hall Boston
Hilton Boston Downtown/Faneuil Hall
The Godfrey Hotel 



Accreditation Information


Triage Cancer is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation. Nurses who meet the requirements will be awarded 6 contact hours.

360 minutes of instruction/60 minutes = 6 contact hours

Social Workers

Triage Cancer, #1689, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. Triage Cancer maintains responsibility for this course. ACE provider approval period: 08/26/2020 to 08/26/2023. Social workers completing this course receive 6 continuing education credits.

Triage Cancer is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0626. Social Workers completing this course will receive 6 contact hours.

This course, Insurance & Finance Intensive, Approval #220903-1113, provided by Triage Cancer is approved for continuing education by the New Jersey Social Work Continuing Education Approval Collaborative, which is administered by NASW-NJ. CE Approval Collaborative Approval Period: Friday, April 8, 2022 through August 31, 2024. New Jersey social workers will receive 6 Non-clinical CE credits for participating in this course.

Board Certified Patient Advocates

Triage Cancer (Provider Code BCPA-ACE2006) ‘Insurance & Finance Intensive’ is approved for 7 CEs by the Patient Advocate Certification Board to satisfy the requirements for Board Certified Patient Advocates (BCPA). Program Approval Code BCPA-ACE2006.20221021.

Human Resources Professionals

Triage Cancer is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

SHRM Recertification Provider

Other Professionals

If you would like a general certificate of completion, you must indicate that when completing the Insurance & Finance Intensive evaluation form. You must attend the entire event.

Evaluation forms are emailed after the event and are required for a certificate. You will also receive a post-test, which is not mandatory, but strongly encouraged.

Requirements to Receive Credit (all professionals)

Attendance & Evaluation

In order to receive CEs/Contact Hours/PDCs, attendees must physically sign in when they arrive, return a completed evaluation, and sign out when they leave. Participants must attend the entire event. No partial credit will be given.


The relevant certificates will be emailed to eligible attendees within 4 weeks of the event.

Accreditation Questions or Grievances

Questions about Triage Cancer’s accreditation can be made by phone at 424.456.4628 or via email at CEU@TriageCancer.org. Complaints may be filed via fax (424) 258-7064, email CEU@TriageCancer.org or by mail to 6348 N. Milwaukee Ave., #136, Chicago, IL 60646.


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