Download
Brochure

Sponsors

Active Health Management

Aetna

ARAG

Health Dialog

Interactive Health

limeade

MERCER

new benefits

Aetna

sedgwick

Sub Life Financial

The Hartford

Virgin health Miles

VISA


Past Attendee Testimonials

By attending the Forum, I am able to stay on top of all emerging trends around this topic – including regulatory changes, consumer trends, plan enrichment, wellness, retirement planning, and overall best practices. Because of this depth of coverage, I require our senior HR managers to attend as well."
   —Rich Antoneck, CFO,
       Veritext Deposition &
       Litigation Services

View what other past attendees have to say about their Benefits Forum & Expo experience.

Sunday, September 22, 2013

9:00 a.m. -
Registration Opens

Sponsored By:

Aetna Logo
10:00 a.m. - 12:00 p.m.
Pre-Conference Workshop – Career Development (Additional Fee of $99 Applies or Attend Both Workshops for $149)
Georgette Geller, ChFC, CLU, EVP,, AXA ADVISORS, LLC
Donna Joseph, CEO, RHODES-JOSEPH & TOBIASON ADVISORS, LLC
Pete Tobiason, President & Co-Founder, RHODES-JOSEPH & TOBIASON ADVISORS, LLC
12:30 p.m. - 3:15 p.m.
Pre-Conference Workshop – Financial Wellness at Work (Additional Fee of $99 Applies or Attend Both Workshops for $149)
Moderator: David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Joe Saari, Founder, FINANCIAL FITNESS GROUP
Panelist: Lisa Blasdale, Senior Benefits Manager, STAPLES, INC.
Panelist: Victoria Dolan, SVP, Human Resources Director, RIVER CITY BANK
Panelist: Lee Manale, Benefits Communication, GULFSTREAM AEROSPACE CORPORATION
Panelist: Tammy Norgard, Benefits Analyst, PRIME THERAPEUTICS
Panelist: Elaine Schamber, President, SCHAMBER GROUP
Panelist: Phil White, Director, Racker Rewards, RACKSPACE
Panelist: Amber Wisely, U.S. Retirement Benefits, INTEL
1:00 p.m. - 3:00 p.m.
3:15 p.m. - 3:45 p.m.
PLEASE…Not Another Biggest Loser Contest!
Mary Pitman, Manager, HEALTH PROMOTIONS,, NORFOLK SOUTHERN CORPORATION
4:00 p.m. - 4:15 p.m.
Welcome and Opening Remarks
David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
4:15 p.m. - 5:15 p.m.
Opening Keynote - Why Managing Sucks and How to Fix It
Jody Thompson, FOUNDER, CULTURERX
CO-CREATOR, RESULTS-ONLY WORK ENVIRONMENT (ROWE)
5:15 p.m. - 6:00 p.m.
Featured Session - Exchanges 101
Moderator: John Hickman, Partner, ALSTON & BIRD LLP
Rodger Bayne, President, BENEFIT INDEMNITY CORPORATION
Panelist: Jody Dietel, Chief Compliance Officer, WAGEWORKS
Panelist: Tina Provancal, HealthCare Exchange Product Development Leader, AON HEWITT
6:00 p.m. - 7:30 p.m.

Monday, September 23, 2013

Click on any of the track details below to view a detailed explanation
7:30 a.m. -
Registration Opens

Sponsored By:

Aetna Logo
7:30 a.m. - 8:15 a.m.
8:15 a.m. - 8:20 a.m.
Conference Chair Remarks
David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Moderator: Elizabeth Galentine, Editor-in-Chief and Chairperson, EMPLOYEE BENEFIT ADVISER
8:20 a.m. - 9:00 a.m.
10:00 a.m. - 10:45 a.m.
Featured Session: Where the Rubber Hits the Road: Experiencing Health at the Street Level
Moderator: David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Panelist: Peter Dandalides, MD, CEO, TREND TECH LLC
Gary Earl, VP, Health & Well-being Ambassador, ANTHEM INC.
Panelist: David Whitehouse, MD, Chief Medical Officer, UST GLOBAL
10:45 a.m. - 11:30 a.m.
Track: Health Care View Track Ownership and Incentives: Combining HSAs and HRAs with Targeted Incentive Channels
Beth Griffin, Global Business Leader, Healthcare & Insurance, Global Prepaid Product and Solutions, MASTERCARD WORLDWIDE
Erin Hatzikostas, Head, Strategy & Business Development, AETNA CONSUMER FINANCIAL SOLUTIONS AT AETNA
10:45 a.m. - 11:30 a.m.
Track: Wellness View Track Is Your Wellness Program Really Working? A Healthmatters Wellness Journey at American Airlines
Christine Morris, Specialist Health Resources, People Department, AMERICAN AIRLINES
10:45 a.m. - 11:30 a.m.
Track: Employee Engagement View Track Harnessing the Power of the Crowd
Preston Lewis, Co-Founder & Director, BONFIRE COMMUNICATIONS
10:45 a.m. - 11:30 a.m.
Track: Regulatory & Compliance View Track COBRA and Other Post Employment Continuation Coverage Under ACA
Charles R. Tantillo, Jr. CEBS, President, THE TABEN GROUP
11:30 a.m. - 12:15 p.m.
Track: Health Care View Track Private Exchange in Action
Randy Spicer, NRA Health Services- Consultant, NATIONAL RESTAURANT ASSOCIATION
11:30 a.m. - 12:15 p.m.
Track: Wellness View Track Building a Culture of Wellness Without Breaking the Bank
Christi Loring, Benefits Director, C&K MARKET, INC.
Kate Wilkinson, General Counsel & Director, HUMAN RESOURCES, C&K MARKET, INC.
11:30 a.m. - 12:15 p.m.
Track: Employee Engagement View Track PeoplesBank Focuses on Building a High Performance Culture Through Employee Engagement
Janice Mazzallo, EVP and Chief Human Resources Officer, PEOPLESBANK
11:30 a.m. - 12:15 p.m.
Track: Regulatory & Compliance View Track Landmines of Pre-tax Benefits
Nancy Dantzman, VP & Sales, EFLEXGROUP, INC.
Lori Gesick, RHU, CIC, CISR, Team Lead, Employee Benefits, FLOOD & PETERSON
12:15 p.m. - 1:30 p.m.
Industry Innovation Luncheon: Designing a Wellness Program that Delivers Measurable Results
Erin Gerred, Director of Administration, FOND DU LAC COUNTY
Sandi Eskew, Senior Wellness Strategist, INTERACTIVE HEALTH

Sponsored by:

12:15 p.m. - 2:00 p.m.
2:00 p.m. - 2:45 p.m.
2:00 p.m. - 2:45 p.m.
Track: Wellness View Track Creating a Wellness Program that Fits
Henry Albrecht, CEO, LIMEADE
2:00 p.m. - 2:45 p.m.
Track: Employee Engagement View Track Innovations in Employee Engagement: Assessment of Gaming and Social Networking on Employee Health & Wellness
Rick Bruno, Sr. Director, Health and Wellness, PFIZER, INC.
2:00 p.m. - 2:45 p.m.
Track: Regulatory & Compliance View Track Compliance Challenges & Audits Under the ACA
Dan Bond, Principal, COMPLIANCEDASHBOARD, LLC
2:45 p.m. - 3:30 p.m.
Track: Health Care View Track 2020: Next Generation Workplace Wellness and EAP
Denise Kalos, VP, Wellness, THE BUCK INSTITUTE FOR RESEARCH ON AGING PROGRAMS WELLNESS
Julius Schillinger, Founder, MKS PARTNERS
2:45 p.m. - 3:30 p.m.
Track: Wellness View Track 4th Annual Optum Wellness in the Workplace Study
Beena Thomas, M.P.H., VP, Health and Wellness, OPTUM
2:45 p.m. - 3:30 p.m.
Track: Employee Engagement View Track Developing a Comprehensive Employee Communications Plan Amid Benefits Outsourcing
Kevin Lumsdon, Associate Partner, AON HEWITT
2:45 p.m. - 3:30 p.m.
Track: Regulatory & Compliance View Track 10 Things to Know Before Terminating a Defined Benefit Plan
Darlene Finzer, CPA, QKA, CSA, Principal,, REA & ASSOCIATES, INC.
3:30 p.m. - 3:45 p.m.
3:45 p.m. - 4:30 p.m.
Track: Health Care View Track Alternative Funding and Risk Management for Small and Mid Sized Employers
Chris Crawford, Founder & Managing Partner, CMC ADVISORY GROUP
Alan Handley, EVP & CFO, LAKESHORE RECYCLING SYSTEMS
3:45 p.m. - 4:30 p.m.
Track: Wellness View Track BankPlus: How to Accomplish Amazing Engagement in Wellness
Bill Lee, President & COO, WELLNESSPLUS, INC.
Bill Ray, CEO, BANKPLUS
3:45 p.m. - 4:30 p.m.
Track: Employee Engagement View Track A Wellness Program That Pays off With Clinical, Economic and Quality of Life Improvements
Patricia Achoe, Manager, Clinical Services, THE KROGER CO.
Karen Alder, Risk Manager, THE CITY OF CINCINNATI
3:45 p.m. - 4:30 p.m.
Track: Regulatory & Compliance View Track Prescription Drug Management (PDM) Transparency: Fact or Fiction
Scott Haas, VP, Integrated Health Metrics, WELLS FARGO INSURANCE
4:30 p.m. - 5:30 p.m.
4:30 p.m. - 5:30 p.m.
Track: Wellness View Track Stop Wasting Your Money on Wellness Programs! Why Wellness Programs Don’t Work Without Benefits Communication
Jaclyn Divine, Benefits Communication and Wellness Specialist, ROOMS TO GO
Bob Ruff, AVP, COLONIAL LIFE
4:30 p.m. - 5:30 p.m.
Track: Employee Engagement View Track How Employers Can Leverage Data to Engage Employees in Taking an Active Role in Their Health and Health Care
Colleen Bruce, Director, Value-Based Purchasing and Public Policy, NATIONAL BUSINESS COALITION ON HEALTH
4:30 p.m. - 5:30 p.m.
Track: Regulatory & Compliance View Track The Supreme Court Has Ruled on DOMA - So Now What for Employee Benefit Plan Sponsors
Todd Solomon, Partner, Employee Benefits Practice Group, MCDERMOTT WILL & EMERY LLP
5:30 p.m. - 7:15 p.m.
7:15 p.m. - 10:15 p.m.

Tuesday, September 24, 2013

Click on any of the track details below to view a detailed explanation
6:30 a.m. - 7:30 a.m.
Fun Run

Sponsored By:

For race pre-registration, please click on the following link:
http://blog.healthdialog.com/register-for-health-dialog-run-at-ebn-benefits-forum-and-expo

7:30 a.m. -
Registration Opens

Sponsored By:

Aetna Logo
7:30 a.m. - 8:15 a.m.
8:15 a.m. - 9:00 a.m.
Featured Session: Implication of Consumer-Driven Healthcare
Teresa White, EVP; COO, AFLAC COLUMBUS
9:00 a.m. - 10:00 a.m.
10:00 a.m. - 11:00 a.m.
Track: Health Care View Track How Treatment Transparency Can Bend Your Trend Today: A Case Study
Leslie Courtney, SVP, Business Development, CONSUMER'S MEDICAL RESOURCES
Joyce Gooden, Manager, Health Plans and Compliance, CORNING INCORPORATED
10:00 a.m. - 11:00 a.m.
Track: Wellness View Track Disease Management at a Cross Roads
Matt Ferguson, Manager, Coaching Programs, WEBMD HEALTH SERVICES
Catherine Macpherson, MS, RD, Sr. Director, Product Strategy, WEBMD HEALTH SERVICES
10:00 a.m. - 11:00 a.m.
Track: Employee Engagement View Track Keeping Benefits and Communications Relevant
Laura Marzi, AVP, Marketing, THE HARTFORD
Lindsey Pollak, Gen Y consultant and Best-Selling Author, GETTING FROM COLLEGE TO CAREER: YOUR ESSENTIAL GUIDE TO SUCCEEDING IN THE REAL WORLD
10:00 a.m. - 11:00 a.m.
Track: Retirement & Personal Finance View Track Mobile X: Leveraging Technology to Engage Gens X and Y in Retirement Planning
Chris Augelli, VP, Product Marketing and Business Development, ADP RETIREMENT SERVICES
Anthony Girellini, AIF, CRPS, Chairman & CEO, PRINCIPLED ADVISORS, INC.
11:00 a.m. - 12:00 p.m.
Track: Health Care View Track The Evolution of Dental Benefits in an Exchange-Driven Marketplace
Chuck Misasi, SVP, Sales and Marketing, CAREINGTON INTERNATIONAL CORPORATION
11:00 a.m. - 12:00 p.m.
11:00 a.m. - 12:00 p.m.
Track: Employee Engagement View Track Digital Innovations in Consumer Directed Benefits
Panelists: Jody Dietel, Chief Compliance Officer, WAGEWORKS, INC.
11:00 a.m. - 12:00 p.m.
Track: Retirement & Personal Finance View Track Redefining Retirement Plans for 2013 and Beyond
Michael Kozemchak, AIF®, PRP®, Managing Director, INSTITUTIONAL INVESTMENT CONSULTING
Jeffrey Petrone, Managing Director, SAGEVIEW
12:00 p.m. - 12:45 p.m.
Track: Health Care View Track On the Eve of Disruption: Surprises the ACA Still Has in Store
Paul Fronstin, Director, Health Research and Education Program, EMPLOYEE BENEFITS RESEARCH INSTITUTE
Michael L. Millenson, President, HEALTH QUALITY ADVISORS LLC AND THE MERVIN SHALOWITZ
Gretchen Young, SVP, Health Policy, ERISA INDUSTRY COMMITTEE (ERIC)
12:00 p.m. - 12:45 p.m.
Track: Wellness View Track Prince George County Evolution of Wellness
Stephanye R. Maxwell, , Esq., CPM, Director, Office of Human Resources Management, PRINCE GEORGE
Julia Sanders, Benefits Manager, Office of Human Resources, PRINCE GEORGE
12:00 p.m. - 12:45 p.m.
Track: Employee Engagement View Track Unlimited Engagement: Unlocking the Full Power of Your Defined Contribution Plan
Warren Cormier, President, BOSTON RESEARCH GROUP
Laraine McKinnon, Defined Contribution Acceleration and Engagement Specialist, BLACKROCK
12:00 p.m. - 12:45 p.m.
Track: Retirement & Personal Finance View Track The Age of Reasonableness: Prudence in Determining Fairness of Fees and Services
John Hare, Regional Managing Director, FIDUCIARY PLAN GOVERNANCE, LLC
12:45 p.m. -