Benefits Forum & Expo Agenda

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9 HRCI credits available at Benefits Forum & Expo

Monday, September 29, 2014

8:00 a.m. -
Registration Opens

Sponsored By:

Aetna
9:00 a.m. - 12:00 p.m.
Pre-Conference Workshop: Financial Wellness at Work (Additional fee of $99 applies)
Moderator: Professor John Hoffmire, UNIVERSITY OF WISCONSIN–MADISON
Moderator: Joe Saari, CEO, EDUCATED INVESTOR
Panelist: Eva Chavis-Cumming, AVP/Director, Retirement Plans, FIDELITY NATIONAL FINANCIAL, INC.
Panelist: Donna Cole, Benefits Consultant, INTEGRYS GROUP
Panelist: John "Chip" Harkins, VP, Investment and Fiduciary Consulting, THE NEWPORT GROUP
Panelist: Rich Hunt, Director of Retirement Services, MAJOR LEAGUE BASEBALL
Panelist: Tami Kucera, Director, Employee Benefits, USG CORPORATION
Panelist: Evan Thoman, Health and Wellness Coordinator, CHARLESTON AREA MEDICAL CENTER
9:00 a.m. - 12:00 p.m.
Pre-Conference Workshop: Healthcare Exchange Strategies (Additional fee of $99 applies)
Steven Graybill, Partner and Exchange Solutions Leader, MERCER
Richard Kaufman, VP, AON HEWITT
Michael Thompson, Principal, PRICEWATERHOUSECOOPERS LLP
Don Garlitz, Executive Director, Exchange Solutions, BSWIFT
Scott Osler, VP, Business Development, GETINSURED
10:00 a.m. - 12:00 p.m.
Pre-Conference Workshop - Brokers: Expand Your Horizons (Included with your conference registration fee)
Beverly Beattie, Founder and CEO, SELDEN BEATTIE
Jamie Hawkins, President, CEO and Founder, BENEFIT TECHNOLOGY RESOURCES, LLC
12:00 p.m. - 1:00 p.m.
Welcome Center

Sponsored By:

eBenefit Marketplace
1:00 p.m. - 1:15 p.m.
Welcome and Opening Remarks
Gary Earl, Health & Well-being Ambassador and Co-Chair, ANTHEM INC.
1:15 p.m. - 2:15 p.m.
Benefits and HR Trends to Watch in 2015
Teresa White, EVP; COO, AFLAC COLUMBUS
2:15 p.m. - 3:00 p.m.
Wearable Devices: The Future of Wellness?
Amy McDonough, Director, Fitbit Wellness, FITBIT, INC.
3:00 p.m. - 3:15 p.m.
Break in the Foyer

Sponsored By:

VSP Vision Care
3:15 p.m. - 4:30 p.m.
3:15 p.m. - 3:30 p.m.
EBN Live 1: A Personalized Health Concierge in Your Pocket
Matt Halle, Senior Vice President of Sales, WELLTOK
3:30 p.m. - 3:45 p.m.
3:45 p.m. - 4:15 p.m.
4:15 p.m. - 4:30 p.m.
4:30 p.m. - 5:00 p.m.
Keynote: The Power of Creativity and Innovation in Human Resources
Scott Haverlock, Senior Manager, Talent & Total Rewards, NIAGARA BOTTLING, LLC

Tuesday, September 30, 2014

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6:30 a.m. - 7:30 a.m.
Fun Run

Sponsored By:

Sun Life Financial
7:30 a.m. -
Registration Opens

Sponsored By:

Aetna
7:30 a.m. - 8:15 a.m.
Coffee in the Foyer

Sponsored By:

MDVip
8:15 a.m. - 8:25 a.m.
Conference Chair Remarks
Moderator: Elizabeth Galentine, Editor-in-Chief & Co-Chair, EMPLOYEE BENEFIT ADVISER
8:25 a.m. - 9:00 a.m.
Keynote Address: Never, Ever Give Up
Diana Nyad, Record-Holding Swimmer

Sponsored By:

LifeLock
9:00 a.m. - 10:00 a.m.
10:00 a.m. - 11:00 a.m.
Track: Health Care View Track Washington Update: Strategic Planning in a Constantly-Changing Environment
William Hembree, CEO, HEALTH RESEARCH INSTITUTE
Douglas Smith, Of Counsel, ARNALL GOLDEN GREGORY LLP
Jennifer Wyant, Corporate VP, Compensation & Benefits, REPUBLIC NATIONAL DISTRIBUTING COMPANY, LLC
10:00 a.m. - 11:00 a.m.
Track: Wellness View Track Domino's Pizza: Evolving Wellness Strategy Into Business Strategy
Sandra Lollo, Director, Benefits and PeopleFirst Communications, DOMINO'S PIZZA
Shelly Papadopoulos, Product Manager, QUEST DIAGNOSTICS
10:00 a.m. - 11:00 a.m.
Track: Employee Engagement View Track The Dangers of Jargon: How to Create Clear, Concise Communication to Enhance Employee Comprehension
Nolan Sundrud, Director, ROI COMMUNICATIONS
10:00 a.m. - 11:00 a.m.
Track: Retirement & Personal Finance View Track Using a Health Savings Account to Build Long Term Wealth
Renee Lutzen, Senior Director, Prepaid Products, VISA, INC.
Dennis Triplett, CEO, UMB HEALTHCARE SERVICES, A DIVISION OF UMB FINANCIAL CORPORATION
10:00 a.m. - 11:00 a.m.
Track: Cost Containment View Track Lafarge's Innovative Ways to Minimize and Defer Excise Tax
Dave Ratcliffe, Principal, BUCK CONSULTANTS, A XEROX COMPANY
Philia Swam, Director, Health, Wellness and Group Benefits, LAFARGE US
11:10 a.m. - 12:10 p.m.
Track: Health Care View Track Budgetary Analysis – Doing the Math
Don Cooper, President, TRIFLEX CORPORATION
11:10 a.m. - 12:10 p.m.
Track: Wellness View Track Gamify Wellness: How to Challenge Employees to Lead Healthier Lives
Brian Berchtold, Vice President Sales & Marketing, HUBBUB HEALTH
Ashley Shreeve, AVP of Human Resources, GOLDENWEST FEDERAL CREDIT UNION
11:10 a.m. - 12:10 p.m.
Track: Employee Engagement View Track The Hefty Cost of Not Communicating Well
Amy Plasha, VP, Compensation, Benefits, HRIS & Payroll, PERFORMANCE FOOD GROUP
Mary Schafer, VP, Strategic Advisory Services, ADP, INC.
11:10 a.m. - 12:10 p.m.
Track: Retirement & Personal Finance View Track Creating Successful Retirement Plan Outcomes
Alexander Assaley, III, Managing Principal, Retirement Plans, AFS 401(K) RETIREMENT SERVICES
11:10 a.m. - 12:10 p.m.
Track: Cost Containment View Track The New Look of Eligibility Management: Working Spouse and Pre-Enrollment Dependent Screening
Cathy Houck, Risk Management Technician, PINELLAS COUNTY PUBLIC SCHOOLS
Steve Noury, MHP National Director of Sales, HMS, INC.
12:15 p.m. - 1:00 p.m.
Industry Innovation Luncheon - The Road To Regulated Retail
Robert Steele, President, QUADRANT 4 HEALTH, A DIVISION OF QUADRANT 4 SYSTEMS CORPORATION

Sponsored By:

Quadrant 4 Health The Affordable Healthcare Act has created confusion, frustration and even anger among almost everyone that has been affected by the new healthcare law. "The Road to Regulated Retail" is a speech that will outline the good, the bad and the ugly of the law and how it will affect each of the constituents including employers, employees, consumers, brokers, health plans and insurance companies. Chaos almost always brings opportunity. Getting on the Road to Regulated Retail is about surviving and even thriving as a result of the ACA.
12:15 p.m. - 1:00 p.m.
Industry Innovation Luncheon - Death by Cubicle: How Financial Stress and Poor Work-Life Balance are Killing Your Bottom Line

Sponsored By:

Purchasing Power

Your employees’ overall well-being should matter to you. After all, aren’t they one of your most important assets? According to a recent PwC survey, one-third of respondents admitted that personal financial issues have been a distraction at work, and 97% of these respondents spend time at work either thinking about or dealing with issues related to their personal finances. Don’t you think it’s time that we all start doing something to help employees get on the right financial track and stay there? Join this session to learn: • How employee health & wellness changes the game • Address the financial concerns of each worker generation • How to quickly implement programs and benefits to re-engage your employees and bring them back to life
12:15 p.m. - 2:00 p.m.
2:00 p.m. - 3:00 p.m.
Track: Health Care View Track Harnessing Online Open Enrollment to Promote Healthcare Cost Clarity
Moderator: Robin Gelburd, President, FAIR HEALTH, INC.
2:00 p.m. - 3:00 p.m.
Track: Wellness View Track 20 Characteristics of Successful Worksite Wellness Programs
Don Powell, Ph.D., President and CEO, AMERICAN INSTITUTE FOR PREVENTIVE MEDICINE
2:00 p.m. - 3:00 p.m.
Track: Employee Engagement View Track Reinventing Communication to Engage Employees
Alison Davis, CEO & Founder, DAVIS AND COMPANY
2:00 p.m. - 3:00 p.m.
Track: Retirement & Personal Finance View Track 401K Metrics: What Plan Sponsors Need to Know about Leadership, Stewardship and Governance
Steve Branham, Rear Admiral, USCG (retired), and Co-founder, ETHOS
2:00 p.m. - 3:00 p.m.
Track: Cost Containment View Track Are Those Procedures Really Necessary? The Pros and Cons of Second Opinion Services
Chris Dollins, Co-founder, EMPLOYER FLEXIBLE
Clinton Phillips, Founder and CEO, 2NDMD
3:05 p.m. - 3:50 p.m.
Track: Health Care View Track Private Exchange Strategies
Panelists: Jody Dietel, Chief Compliance Officer, WAGEWORKS, INC.
Michael Weiskirch, Principal, EMPLOYEE TECH
3:05 p.m. - 3:50 p.m.
Track: Wellness View Track Workplace Wellness Success Stories
Mark Goble, President/COO, GA COMMUNICATION GROUP
Jeff Hyman, CEO, RETROFIT
3:05 p.m. - 3:50 p.m.
Track: Employee Engagement View Track Driving Engagement With Employee Appraisals & Job Descriptions
Timothy McNamara, SVP, Human Resources, UPPER ALLEGHENY HEALTH SYSTEM
3:05 p.m. - 3:50 p.m.
Track: Retirement & Personal Finance View Track The Art of Understanding, Documenting and Negotiating Plan Fees
Trent Grinkmeyer, CRPC, AIF, Financial Consultant, GRINKMEYER AND LEONARD WEALTH MANAGEMENT
3:05 p.m. - 3:50 p.m.
Track: Cost Containment View Track The Business Value of a Healthier Working Population
Ronald Leopold, MD, MBA, MPH, National Practice Leader, WILLIS GROUP
3:50 p.m. - 4:05 p.m.
4:05 p.m. - 5:05 p.m.
Track: Health Care View Track ACA Plan Sponsor Compliance Roundup – 2014 Compliance Challenges and What’s In Store for 2015
Moderator: John Hickman, Partner, ALSTON & BIRD LLP
4:05 p.m. - 5:05 p.m.
Track: Wellness View Track Elkay Manufacturing: Tune Up Your Wellness Program
Sandi Eskew, Senior Wellness Strategist, INTERACTIVE HEALTH
Carol Partington, Corporate Manager, Compensation and Benefits, ELKAY MANUFACTURING COMPANY
4:05 p.m. - 5:05 p.m.
Track: Employee Engagement View Track Workforce Profiling: What Makes Different Employee Populations Tick?
Moderator: Ben Dattner, CONTRIBUTOR OF PSYCHOLOGY TODAY MAGAZINE AND CONSULTANT OF ORGANIZATIONAL BEHAVIOR
Panelist: Heidi Reeder, AUTHOR, COMMIT TO WIN; ASSOCIATE PROFESSOR, BOISE STATE UNIVERSITY
Panelist: Judith Sills, Ph.D., Media Psychologist, Keynoter, Workplace Consultant and Author, EXCESS BAGGAGE: GETTING OUT OF YOUR OWN WAY
Panelist: Hitendra Wadhwa, FOUNDER, INSTITUTE FOR PERSONAL LEADERSHIP, AND DIRECTOR OF E-LEARNING, COLUMBIA BUSINESS SCHOOL
4:05 p.m. - 5:05 p.m.
Track: Retirement & Personal Finance View Track The 401(k) As a Lifetime Financial Instrument
Jack Towarnicky, LLM, JD, MBA, BBA, CEBS, Employee Benefits Attorney, WILLIS NATIONAL LEGAL AND RESEARCH GROUP
4:05 p.m. - 5:05 p.m.
Track: Cost Containment View Track Should You Self-Fund Your Employee Health Benefits?
Samuel Fleet, President and CEO, AMWINS GROUP BENEFITS
Paul Mackey, VP, Human Resources, ALLIANCE RESOURCE PARTNERS, L.P.
5:05 p.m. - 7:00 p.m.
Exhibit Hall Bloc Party

Sponsored By:

AgencyBloc

Wednesday, October 1, 2014

Click on any of the track details below to view a detailed explanation
7:00 a.m. - 7:45 a.m.
Zumba

Sponsored By:

Bootcamp Republic
7:30 a.m. -
Registration Opens

Sponsored By:

Aetna
7:30 a.m. - 8:15 a.m.
8:15 a.m. - 9:00 a.m.
Keynote: Thinking Differently About Benefits: Boosting Creativity in Problem Solving
William Donius, Author, THOUGHT REVOLUTION: HOW TO UNLOCK YOUR INNER GENIUS
9:00 a.m. - 10:00 a.m.
10:00 a.m. - 11:00 a.m.
Track: Health Care View Track Public Exchange Strategies: A Strong Value Prop for Many Employers
John Barkett, Director, Health Policy Affairs, TOWERS WATSON
10:00 a.m. - 11:00 a.m.
Track: Wellness View Track Hallmark Business Connection: How a Creative Company Does Wellness
Jennifer Patel, Director, Wellness Engagement, HALLMARK BUSINESS CONNECTIONS
10:00 a.m. - 11:00 a.m.
Track: Employee Engagement View Track How Nielsen Solved the Employee Engagement Paradox
David Mait, Product Marketing Manager, CASTLIGHT HEALTH
Liliana Merizalde, Manager, Health and Wellness Plans, NIELSEN
10:00 a.m. - 11:00 a.m.
Track: Regulatory & Compliance View Track DOL Audit: Is Your Compensation Plan Ready?
Cassandra Faurote, President, TOTAL REWARD SOLUTIONS
10:00 a.m. - 11:00 a.m.
Track: Wearable Wellness View Track Are We What We Wear? The Evolving World of Health Tracking Devices
Moderator: Fran Melmed, Founder & CEO, CONTEXT COMMUNICATION CONSULTING
Panelist: Doug McClure, EVP of Product Marketing, FITLINXX
Panelist: Hiran Perera, CEO, WALKINGSPREE
11:10 a.m. - 12:10 p.m.
Track: Health Care View Track The Missed Opportunities of Narrow Networks
Michael McMillan, Executive Director, Market and Network Services, CLEVELAND CLINIC
Scott Wallace, Visiting Professor, Family and Community Medicine, DARTMOUTH’S GEISEL SCHOOL OF MEDICINE
11:10 a.m. - 12:10 p.m.
Track: Wellness View Track Next Generation Wellness: Social Wellness Programs
Glen Evelyn, Florida Area President, GALLAGHER BENEFIT SERVICES
11:10 a.m. - 12:10 p.m.
Track: Employee Engagement View Track Leading Your Team During Times of Extensive Change
Starla West, Founder and President, STARLA WEST INTERNATIONAL
11:10 a.m. - 12:10 p.m.
Track: Regulatory & Compliance View Track COBRA & Retirement Benefits in a Post ACA World
Teresa Cutler, Compliance Director, EMPLOYEE BENEFITS CORPORATION
11:10 a.m. - 12:10 p.m.
Track: Wearable Wellness View Track Wellness Doesn’t End at 5pm
Evan Thoman, Health and Wellness Coordinator, CHARLESTON AREA MEDICAL CENTER
12:10 p.m. -