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Open Enrollment Readiness

Open enrollment (OE) season is here — and getting the compliance foundation right first is what makes the rest of the season run smoothly. Before you finalize communications, timelines, and vendor coordination, it's worth confirming the compliance pieces are in place.

Join this webinar for a practical look at the compliance checkpoints that are easy to overlook before OE launch — and the readiness tactics that make execution smoother once they're handled.

What you’ll learn:

  • Which documents need updating before enrollment opens — and the trigger events that mean it's time to act

  • How to run a dependent eligibility audit that actually holds up, and why now is the ideal window to do it

  • A rundown of the OE compliance punch list — SBCs, COBRA notices, HIPAA special enrollment notices, and nondiscrimination testing — so nothing falls through the cracks

  • Practical execution tactics: building your project timeline backward from launch, avoiding common communication missteps, and quick tips to keep your season on track

Hosted by First Nonprofit in partnership with Mineral. Presented by Mineral's Angie Surra, Principal Benefits Expert.

You'll leave with a clear compliance-first framework for a smoother, lower-risk enrollment season.

Event Details

  • 🗓 Dates: September 10, 2026

  • Time: 11:00 AM – 12:00 PM MT

  • 💻 Format: Online (Zoom)

  • 💵 Cost: Free

🎟 Registration required

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Santa Fe Regional Nonprofit Gathering