Insurance & Finance Intensive 201 – Registration
September 8, 2023

The online Insurance & Finance Intensive 201 is only open to health care professionals and advocates who have previously attended an Insurance & Finance Intensive. If you have not attended a previous Insurance & Finance Intensive, you are not eligible to participate in the Intensive 201. Those interested in attending should complete the application form below. Your registration does not guarantee your acceptance. Registration closes on August 28, 2023, and those accepted will be notified by that date. You must respond to the acceptance email in order to receive the Zoom link and materials.

8am-12pm PT | 10am-2pm CT | 11pm-3pm ET
(Attendees are asked to log on 10 minutes prior to the start time)

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

Meet Our Experts

Meet the legal experts presenting the Insurance & Finance Intensive 201!


Get session information, timing, and learning outcomes.

Accreditation Information

Profession-specific accreditation information, and other requirements.


Registration for this event is now closed. We close registration prior to the event to facilitate shipping of hardcopy materials. 


Monica Bryant

Monica Fawzy Bryant, Esq.
Chief Operating Officer

Read Monica's Biography

Amanda Goodstadt

Amanda Goodstadt, Esq.
Staff Attorney

Read Amanda's Biography

Nicole Jolicoeur headshot

Nicole Jolicoeur, Esq.
Staff Attorney

Read Nicole's Biography


TimeSessionLearning Outcomes
10:00am – 11:00pm Central Managing Finances After Cancer & Accessing Financial Assistance1) Outline practical tools and tips for rebuilding financial health after a cancer diagnosis. 2) Identify financial assistance options available to pay for health care and other expenses.
11:00pm - 12:15pm Central Estate Planning and Medical Decision-Making1) Articulate the various documents that make up an estate plan. 2) Describe one's options to protect their rights to make decisions about their medical care (i.e., medical decision making).
12:15pm - 12:30pm Central Break
12:30pm – 1:15pm CentralHousing1) Identify and report housing discrimination. 2) Outline the laws that protect renters and home buyers. 3) Describe how housing accommodations or modifcations can be used to provide full enjoyment of the living space. 4) Articulate legal and financial resources for renters and home buyers.
1:15pm - 2:00pm CentralEducation Rights & Financial Help1) Outline the various laws and protections available to an individual diagnosed with cancer attending school. 2) Outline how reasonable accommodations can be used to attend school during cancer treatment or return to school after treatment. 3) Identify resources to help individuals manage student loan debt.

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 3.75 contact hours.

225 minutes of instruction/60 minutes = 3.75 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: 08/26/2023 to 08/26/2026. Social workers completing this course receive 3.75 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 3.75 contact hours.

This course, Insurance & Finance Intensive 201, Approval #222604-1233, 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: Thursday, May 19, 2022 through August 31, 2024. New Jersey social workers will receive 3.75 Non-clinical CE credits for participating in this course.

Board Certified Patient Advocates

Triage Cancer (Provider Code BCPA-ACE2006) Intensive 201 “Insurance & Finance Intensive 201” is approved for 4.0 CEs by the Patient Advocate Certification Board to satisfy the requirements for Board Certified Patient Advocates (BCPA). Program Approval Code BCPA-ACE2006.20230908.

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 201 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)


In order to receive CE/contact hour/PDC, attendees must register individually. Participants who “listen in” on another participant’s phone/computer will not be eligible for credit. Participants must attend the entire event. No partial credit will be given.

Post-test & Evaluation

Participants will be emailed a link to the online evaluation and post-test one day after the completion of the Insurance & Finance Intensive and will have one week to complete both. Participants must receive a passing grade (80%) on the post-test to receive CEs/Contact Hours (please note: this is not required for patient advocates and HR professionals). Participants who do not pass the post-test will be given one opportunity to re-take the test. Instructions and a link to re-take the exam will be emailed to every participant who does not receive a passing grade on the post-test. If participants do not pass the post-test on the second attempt they will not receive credit.


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.

Pre-Requisite for Attending

Those interested in attending the Insurance & Finance Intensive 201 must have attended an Insurance & Finance Intensive in the past. In the registration form, please indicate the Insurance & Finance Intensive date(s) that you attended in the past. Your attendance at a past Insurance & Finance Intensive will be verified upon review of your application.

Technology Requirements

Triage Cancer uses the Zoom platform to host its webinars. Please see Zoom's system requirements for more information.

Web camera

Attendees are required to have a functional web camera to join this program. If you do not have a web camera please email info@triagecancer.org.


Servier: Moved by you