Thursday, March 2, 2017


11:20 a.m. - 12:30 p.m.

A Roadmap For Improving Operational Efficiencies and Boosting Profitability

John Ollis Maureen Liberati

John Ollis
VP, Sales & Marketing, IBX

Maureen Liberati
Independent Consultant, CBP

Do you make money in the small case market? Most benefits brokers donít make a profit in this market or are marginally profitable because they donít properly leverage technology or employ best practices. Many brokers donít have a standardized systemic process that they repetitively follow. The speakers will share insights gained from numerous consulting assignments analyzing the operational efficiencies of account management teams and will also address how to more profitably handle the mid-to-large case market. This session will show you the money.

2:00 p.m. - 2:45 p.m.

A Crack in the Benefits Foundation...And How to Repair It

Gene Lanzoni Jerry Horton Michael Meredith Kristin Myers

Gene Lanzoni
Assistant Vice President, Market & Customer Insights, The Guardian Life Insurance Company of America

Jerry Horton
Regional Practice Leader, Western Division, The Guardian Life Insurance Company of America

Michael Meredith
EVP, Lockton Companies

Kristin Myers
Benefits Director, TSG Resources, Inc.

Higher out-of-pocket medical costs are taking a toll on the financial wellness of working Americans. Insufficient funds, limited access to Health Savings Accounts and a lack of education are causing many workers participating in high deductible health plans to take risks with their health by skipping doctor visits, x-rays, blood tests and even surgery. In this panel discussion, hear from industry experts about practical ways your clients can identify and close the gaps in their workersí financial foundationÖwith supplemental health insurance solutions and a revolutionized benefits enrollment experience.

2:50 p.m. - 3:35 p.m.

Organizing Agency Resources to Accelerate Revenue Growth & Profitability

David Hatter

David Hatter
President, Arista Financial Group

Attendees will learn how to build and sustain their business to optimize growth and profitability. Among the issues to be explored will be: evaluating the business structure; creating a sustainable competitive advantage; organizing resources to accelerate revenue growth and increase profits; and establishing and achieving organizational goals. If you are interested in growing your firm and increasing profitability, you need to attend this session.