Founding Partner, Innovative Benefit Planning, LLC, a UBA Partner Firm
Terriann Procida is a founding partner of the employee benefits firm, Innovative Benefit Planning, LLC, and has more than 25 years’ experience in the insurance industry, providing employee benefit services to business owners and executives nationally. Her experience working with diverse businesses throughout the region has helped Terriann to identify key challenges that employers face. As a business owner herself, Terriann brings a valued perspective when assisting her clients in their benefit decisions. She has received many accolades from her clients and colleagues over the years, including Samaritan Healthcare & Hospice's "Circle of Excellence Award." Terriann is also a member of Vistage International.
In her spare time, Terriann immerses herself in many professional and volunteer activities, including serving on the Samaritan Healthcare & Hospice gala committee. She is a well-known speaker on topics of healthcare reform and the Patient Protection and Affordable Care Act, and was chosen to speak at Tri-State Human Resource Management’s 27th Annual Conference.
Josie Martinez, J.D.
Senior Partner and General Counsel, EBS, a UBA Partner Firm
Josie Martinez specializes in advising employers on legal and compliance matters that arise relating to ERISA, COBRA, HIPAA, and other employee benefits related issues, as well as consulting on health and welfare plans. As an attorney for the past 19 years, Josie brings a breadth of experience as an advisor on risk assessment, business strategies, contract negotiations, government investigations, and regulatory compliance.
Josie received her Juris Doctor (J.D.) at Northeastern University School of Law and a bachelor’s degree from Boston College. She currently serves on the Compliance Committee for United Benefit Advisors (UBA) and the Board of The Boston Home and the Association of Latino Professionals in Finance and Accounting (ALPFA-Law).
UBA has experts available on the most relevant topics, including:
- Health care reform
- Insurance exchanges
- Wellness plans
- Self funding
- Changing role of brokers