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Director and CFO report IT upgrades, wellness efforts and project a $78.2M trust balance and an $85M healthcare sustainability fund surplus
Summary
Director Dodd highlighted CRM and ECM implementation, wellness programming and a firefighter health study; CFO Pamela Levin projected a trust fund balance of about $78.2M and a healthcare sustainability fund surplus near $85M at year end.
Director Dodd and Deputy Director/CFO Pamela Levin presented operational and financial updates to the board.
Director Dodd summarized administrative work including distribution of 1095/1094 forms, implementation of Salesforce CRM (tracking ~2,200 member cases), execution of an enterprise content management (ECM) contract, wellness program expansion (200+ wellness champions…
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