Monthly Webinar: The Power of a Dependent Audit: Reducing Your Risk
Includes a Live Web Event on 07/22/2025 at 12:00 PM (EDT)
Date: 07/22/2025
Location: Online via Zoom
Fee: $0 (Member) / $55 (Non-Member)
Join us as Lisa Stevens, American Fidelity, will present an informative session on the value and process of conducting Dependent Verification Reviews (DVRs). We’ll explore how DVRs help ensure only eligible dependents are covered under your health plan, reduce unnecessary costs, and improve compliance with many districts mandating this as a best practice every 2–3 years.
You’ll hear directly from Melissa Swearingen, CFO of Hilliard City Schools, as she shares her district’s experience conducting a DVR, including what worked, key takeaways, and tips for successful implementation.
Lisa Stevens
Account Development Executive, American Fidelity
Lisa Stevens serves as an Account Development Executive at American Fidelity. She brings more than a decade of experience serving solely the education community.
In her role, Lisa works closely with school districts in Ohio to help develop employee benefit plans that meet their needs. She often speaks locally and nationally to associations, business managers, and superintendents on topics such as Section 125 Plan, & Other IRS Compliance, Properly Utilizing Reimbursement Accounts (HSAs, HRAs, FSAs), and Creative Strategies for Insurance Benefits. Lisa is known for her communication abilities and can simplify difficult topics and explain them in everyday language, making implementation and understanding compliance much easier.
Having been nominated by her company for six consecutive years as Account Development Executive of the year, you can be assured that Lisa is a trusted resource for you and your school district.
Melissa Swearingen
Treasurer/CFO, Hilliard City SD
Melissa earned her bachelor’s degree in Accounting from The Ohio State University and her MBA from Otterbein University. She has also earned her SFO Certification from ASBO and the CPFO certification from GFOA. She serves as Treasurer/CFO of Hilliard City SD; previously served as the Treasurer/CFO of Delaware City Schools and has prior experience as an assistant treasurer and auditor. Melissa is an OASBO member and a Past President.
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