Insurance & Finance Intensive Registration | Chicago, IL
Friday, August 26, 2022

University of Illinois Chicago | Free to Attend
Registration: 8:30am – 9:00am CT | Program: 9:00 am – 5:00 pm CT
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

If you are having trouble completing this form, please complete this .pdf version and email it back to


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


TimeSessionLearning Outcomes
9:00am – 9:50am CTIntroduction 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.
9:50am – 10:40am CTAn 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
10:40am – 10:55am CTBreak
10:55am – 12:15pm CTEmployer-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.
12:15pm – 12:45pm CTLunch
12:45pm - 1:40pm CT Employer-Sponsored & Individual Health Insurance Continue See above.
1:40pm – 2:40pm CTGovernment 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.
2:40pm – 2:55pm CTBreak
2:55pm – 4:55pm CTNavigating 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.
4:55pm – 5:00pm CTClosing


COVID-19 Policy

The health and safety of our community is our top priority. Triage Cancer is excited to be hosting an in-person Insurance & Finance Intensive, but we recognize that there may be concerns about gathering in person during an ongoing pandemic. As a community with immunocompromised members, we must prioritize a culture of caution and care for ourselves and others. Below are the COIVD policies that will be in place for the event.

  • All attendees must provide proof of vaccination or documentation of a medical or religious exemption with a negative PCR test. 
    • Attendees must provide proof of vaccination or documents for exemption at the registration table on the day of the event.
    • Any exempt, unvaccinated attendees must provide proof of negative PCR test results received within 48 hours of check in at the registration table.
  • Masks are required to be worn over the nose and mouth at all times during the event when not actively eating or drinking.
    • If you do not have a mask upon arrival, we will provide you with a mask.

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.

We expect attendees to respectfully abide by these policies as we strive to maintain the safety and well-being of our community and staff. We appreciate your understanding and cooperation on these policies.

If you prefer not to abide by these policies, we invite you to join us for one of the upcoming online Insurance & Finance Intensives. You can find the full schedule of upcoming events at

Event Location: University of Illinois Chicago

The Insurance & Finance Intensive will be held at the:
University of Illinois Chicago
Student Center West, Thompson Rooms, 2nd Fl.
828 S. Wolcott Ave., Chicago, IL 60612

Parking & Other Logistics

Parking is available at UIC for $15 a day with the parking ticket that they received upon entering the parking lot/structure. The following parking lots/structures are available to park at for the event:

  • Lot B2 at 900 S. Wolcott
  • Lot C4 at 1119 S. Wolcott
  • WSPS at 1100 S. Wood
  • PSPS at 915 S. Paulina

For more information about parking, please visit the UIC website.

The University of Illinois Chicago is accessible by nearby CTA train stops, Blue Line UIC-Halsted and Racine stops. Find more information about public transportation to the University of Illinois Chicago here.

Nearby Hotel Options

The following hotels are located near the University of Illinois Chicago:
• Holiday Inn & Suites Chicago – Downtown, (312) 957-9100
• Crowne Plaza Chicago West Loop, (312) 829-5000
• Chicago Parthenon Hostel, (312) 258-1399
• Hotel Chicago West Loop, (312) 243-2900
• La Quinta Inn & Suites by Wyndham – Chicago Downtown (312) 558-1020
• Hyatt Place Chicago Downtown – The Loop (312) 955-0950

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 credit.

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-ACE2006.20220826.

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 Complaints may be filed via fax (424) 258-7064, email or by mail to 6348 N. Milwaukee Ave., #136, Chicago, IL 60646.




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