About Us
Since 1977, we have been helping businesses maximize their investment in human capital by partnering with client companies to deliver Benefits Consulting and Brokerage Services that not only enhance employees’ lives, but also improve efficiencies and client company profits.
As a trusted consultant, CPI-HR partners with your Human Resource Department to support the management of your most valuable asset…your people. CPI-HR provides strategic and tactical solutions that help you attract, retain and empower your workforce. Whether it’s on a stand-alone basis or a more integrated employee benefit, payroll/HR, and benefits administration solution, we ensure that our services meet your goals and objectives.
Meet Our Team
People you can count on. People you can trust.
Kelly O'Donnell
Benefits Analyst
Kelly O’Donnell joined CPI-HR in 2017 as a Benefits Analyst and supports the benefits team in bringing clients unique and strategic health and welfare solutions. Kelly has a knack for delivering great service and helping clients and their employees navigate the complexities that accompany employee benefits. Kelly also manages the processes around client onboarding and renewals and prepares marketing and communication materials.
Kelly graduated from Shawnee State University with a degree in Individualized Studies with a concentration in Health Care Administration and brings with her years of experience in employee service and advocacy.
Danielle Capilla
Vice President, Compliance
Danielle is focused on enhancing Alera Group’s existing compliance capabilities and building new world class solutions for Alera Group’s employee benefits clients. Her legal background helps Alera Group clients navigate the complex landscape of healthcare legislation, regulation and reform.
Danielle was formerly the Senior Vice President of Compliance and Operations at United Benefit Advisors. In her role, she oversaw the organization’s compliance efforts and day-to-day operations, as well as evaluated the impact of long-range planning. Danielle currently serves as an adjunct professor at DePaul University College of Law and is the Federal and State Legislative Chair for the Downtown Chicago Chapter of the National Association of Health Underwriters (NAHU).
Lisa Allen, CAPPP, CAS, CFC, CHRS
Vice President of Regulatory Affairs
With 25 year of employee benefits experience, Lisa Allen is the Alera Group internal subject matter expert on legal and regulatory affairs and health and welfare compliance. Lisa manages regulatory updates and provides client council regarding the Affordable Care Act and managing employee eligibility. Lisa was recently appointed to the IRS Reporting Program Advisory Committee (IRPAC) in Washington DC.
Resources
Our Community
CPI-HR believes in being contributing members of the communities we serve. We are proud to support our clients and our community.
Youth Opportunities Unlimited
Youth Opportunities Unlimited (Y.O.U.) is a nonprofit workforce development organization based in Cleveland, Ohio that serves teens and young adults ages 14-24 living in economically distressed areas in Cuyahoga, Lorain, and Lake Counties. Y.O.U.’s programs and services are focused on ensuring these individuals are ready to pursue a path to economic self-sufficiency through mentoring, employability skills training, industry-based credential training, career exploration, jobs, and internships.
Catholic Charities
Catholic Charities – http://ccdocle.org/
As one of the largest comprehensive health and human services organizations in the region, Catholic Charities, Diocese of Cleveland carries out Christ’s healing mission here in Northeast Ohio. Catholic Charities delivers more than 150 services at 60 locations to over 400,000 individuals each year – providing help and creating hope for people of every race and religion throughout the eight counties in the Diocese of Cleveland (Ashland, Cuyahoga, Geauga, Lake, Lorain, Medina, Summit and Wayne).
LifeAct
LifeAct – http://lifeact.org/
LifeAct’s mission is to prevent suicide by teaching young people to recognize the warning signs of suicide in themselves and their peers, and to seek professional help. Our trained, credentialed instructors deliver LifeAct’s in-school educational program, Recognizing Teen Depression and Preventing Suicide, to more than 20,000 Ohio youth every year.
University School
University School – https://www.us.edu/page
University School inspires boys of promise to become young men of character who lead and serve. Our dedicated faculty, rigorous curriculum, and experiential programs foster intellectual, physical, creative, and moral excellence. University School is a diverse and inclusive community where each boy is known and loved.
City Mission
City Mission – https://www.thecitymission.org/
The City Mission is a holistic ministry that exists to serve men, women and children at their point of crisis by progressing them towards stability, employment and independent housing. Our programs function to enable those at-risk, in crisis or incarcerated to live self-sufficient lives of faith, productivity, and excellence. This dynamic ministry provides essential community services such as adult education, vocational training, job readiness training, mental health counseling, youth programming, re-entry, Spiritual direction and much more.
Leukemia and Lymphoma Society
Leukemia and Lymphoma Society – https://www.lls.org/northern-ohio
LLS is at the forefront of the fight to cure cancer. Compared to other blood cancer nonprofits, LLS is the largest funder of cutting-edge research to advance cures. We have invested more than $1.2 billion in research. We are leaders in advancing breakthroughs in immunotherapy, genomics and personalized medicine.
North Coast Community Homes
North Coast Community Homes – https://ncch.org/
North Coast Community Homes provides high quality, community-based homes throughout Cuyahoga, Summit, Lake, Stark, Erie, and Ottawa Counties for people with developmental disabilities, severe mental illness, and other disabilities. With the support of many donors, volunteers, and professionals, we have developed and manage more than 230 community-based homes serving more than 1,000 men and women since 1984.
Boys and Girls Club
Boys and Girls Club – http://www.clevekids.org/
Boys & Girls Clubs of Cleveland is a nonprofit organization providing safe, fun places for the kids who need us most. Our Clubs are open at the times when kids are most vulnerable to getting into trouble — after school, on Saturdays and during the summer. We champion academic success and healthy lifestyles as well as character and citizenship.
St. Joseph Academy
St. Joseph Academy – https://www.sja1890.org/page
Saint Joseph Academy, rooted in the spirituality of the Congregation of St. Joseph, fosters unifying relationships with God and all creation, empowers each young woman to achieve academic excellence, and inspires a life of compassionate leadership and service in a global society.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Is Tech-Enabled Brokerage Right for You?
Our experts will lay out what tech-enabled brokerage is, how it works and why it makes sense for the right organizations.
September 19, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Meeting the Needs of an Aging Workforce
Our experts will provide tips and insights about how to incorporate Medicare, menopause benefits, retirement, communications best practices and other hot topics for older workers into your program successfully and without breaking the bank.
October 17, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
When Captive Insurance Makes Sense
In this session, our experts will talk about how captives work, the advantages and disadvantages and what you need to know to determine whether they make sense for your organization.
November 21, 2024 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Property and Casualty
General Liability Insurance in 2024: Navigating a Complex Landscape
While some aspects of General Liability Insurance have largely turned a corner from a prolonged hard market, the outlook in other areas looks much less cheery. Overall, the market has finally improved after several challenging years, offering signs of stabilization.
September 12, 2024
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Employee Benefits
Preparing for 2025: Creditable Coverage, Enrolling in Medicare and HSA Contributions
With significant changes coming in 2025 to creditable coverage determinations, employers and employees may have questions on what that means for them, whether they make the decision to enroll in Medicare Part D or continue to have coverage under their group health plan.
September 5, 2024
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Employee Benefits
Webinar: Better Benefits Administration and Lower Costs
If you don’t have expert assistance to guide you and your organization in the in using a sophisticated benefits portal, you’re wasting a lot of the money your business has invested — and probably frustrating the employees you mean to serve. Working with a brokerage that offers not only a leading-edge benefits portal but also year-round support and services enables your employees to seamlessly access, understand and navigate the portal, creating a positive benefits experience.
September 5, 2024
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Medicare Part D Creditability Determinations for Non-Calendar Year Plans
In 2003, the Medicare Prescription Drug, Improvement, and Modernization Act (MMA) added a voluntary prescription drug benefit to the Medicare program. The benefit, known as Medicare Part D or “Part D,” is an optional program for Medicare beneficiaries to access covered prescription drugs at a lower cost. In 2022, the Inflation Reduction Act (IRA) was signed and set into motion changes to Part D benefits, with additional impact on employers in 2024 and 2025.
September 5, 2024
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