Conference Agenda

Sunday, September 25, 2011

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Pre-Conference: Financial Wellness at Work Health & Wellness Regulatory Compliance Health Reform Impact on Brokers Voluntary Benefits Broker Business Tools
8:00 AM -
REGISTRATION OPENS
9:00 AM - 9:05 AM
Track: Pre-Conference: Financial Wellness at Work View Track Welcome and Opening Remarks
David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Judith Cohart, President and CEO, PERSONAL FINANCE EMPLOYEE EDUCATION FOUNDATION
9:05 AM - 9:55 AM
Track: Pre-Conference: Financial Wellness at Work View Track Secrets for Building the Most Successful Employer Financial Education Programs
Panelist: Annette Grabow, Manager of Retirement Benefits, M.A. MORTENSON COMPANY, 2010 BENNY AWARD WINNER
9:55 AM - 10:15 AM
Track: Pre-Conference: Financial Wellness at Work View Track Morning Break
10:15 AM - 11:15 AM
Track: Pre-Conference: Financial Wellness at Work View Track Panel Discussion: Retirement Employee Education Focus- Surveying the Landscape
Panelist: Alice Whinnery, CEO, LFE INSTITUTE
Panelist: Robert West, ERISA Attorney, HAYNES BENEFITS PC, ATTORNEYS AT LAW
Panelist: Trisha Brambley, President, RETIREMENT PLAYBOOK, INC.
Skip Massengill, (CREdu™), CEO, RETIREMENT EDUCATION INSTITUTE, CREDU™
11:20 AM - 12:20 PM
Track: Pre-Conference: Financial Wellness at Work View Track Panel Discussion: Healthy People, Healthy Bottom Line
Moderator: Susan Windham, CEO, THE EDSA GROUP
Panelist: Carol Klusek, Head of Retirement and Financial Benefits, AETNA, INC.
Panelist: Jeff Rubleski, Director of Sales Strategy, BLUE CROSS BLUE SHIELD
Panelist: Gil Manzano, Chief Administrative Officer, ACI SPECIALTY BENEFITS
12:30 PM - 1:50 PM
Track: Pre-Conference: Financial Wellness at Work View Track Pre-Conference Luncheon Speaker: Black, White and Read- Communicating the Need for Financial Literacy
2:00 PM - 2:50 PM
Track: Pre-Conference: Financial Wellness at Work View Track Panel Discussion: Best Practices in Financial Education
Moderator: Liz Davidson, Founder & CEO, FINANCIAL FINESSE
Panelist: Annette Grabow, Manager of Retirement Benefits, M.A. MORTENSON COMPANY, 2010 BENNY AWARD WINNER
Panelist: David D. Mancl, Director of the Office of Financial Literacy, WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS (DFI)
Panelist: Becky MacDicken, Workplace Financial Education Specialist, PENNSYLVANIA OFFICE OF FINANCIAL EDUCATION
2:00 PM - 2:50 PM
Track: 09/25/2011 View Track BROKER PRE-CONFERENCE WORKSHOP A- Not All Advisers are Created Equal: Making the Most of Your Designations to Become a Trusted Adviser
Sharon Pivirotto, AIF, PPC, COO, FINANCIAL SERVICE STANDARDS, LLC
Don Settina, President and CEO, FINANCIAL SERVICE STANDARDS, LLC
2:50 PM - 3:10 PM
Track: Pre-Conference: Financial Wellness at Work View Track Afternoon Networking & Refreshment Break
3:00 PM - 4:00 PM
Track: 09/25/2011 View Track Adviser/Broker Pre-Conference Workshop B: The Seven Agency Success Factors
Panelist: Nelson Griswold, Managing Director, AGENCY GROWTH MASTERMIND NETWORK
3:10 PM - 4:00 PM
Track: Pre-Conference: Financial Wellness at Work View Track Panel Discussion: Tracking Success–Measuring What You Manage
Moderator: Joe Saari, President & CEO, PRECISION INFORMATION
Panelist: Nancy Lazgin, Director, Global Benefits, STAPLES, INC.
Panelist: Tim O’Neill, Manager, Employee Health & Financial Wellness, MEREDITH
Panelist: Aimee Prawitz, Ph.D., Director of Research, PERSONAL FINANCE EMPLOYEE EDUCATION FOUNDATION
4:30 PM - 4:45 PM
Conference Co-Chair's Welcome Address
Kelley Butler, Editor in Chief, EMPLOYEE BENEFIT NEWS
David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
4:45 PM - 5:45 PM
KEYNOTE ADDRESS: Positive Leadership: Restoring a Culture of Confidence
Shawn Achor, Harvard Researcher & Positive Psychology Expert
5:45 PM - 7:30 PM
Opening Reception in Exhibit Hall

Monday, September 26, 2011

Click on any of the track details below to view a detailed explanation
Pre-Conference: Financial Wellness at Work Health & Wellness Regulatory Compliance Health Reform Impact on Brokers Voluntary Benefits Broker Business Tools
6:30 AM - 7:30 AM
The Pilates Class & Breakfast
7:00 AM -
Registration Opens
7:15 AM - 8:15 AM
Continental Breakfast in Exhibit Hall
8:15 AM - 8:30 AM
Conference Co-Chair's Welcome Address
David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Kelley Butler, Editor in Chief, EMPLOYEE BENEFIT NEWS
8:30 AM - 9:30 AM
KEYNOTE ADDRESS: Building Your Success--Best Practices for the Biggest Benefits Challenges
Moderator: Jennifer Benz, Chief Strategist & Founder, BENZ COMMUNICATIONS
9:45 AM - 10:45 AM
Track: Health & Wellness View Track Wellness Incentives: The Third Pillar of Engagement
David Anderson, Ph.D., SVP and Chief Health Officer/Co-Founder, STAYWELL HEALTH MANAGEMENT
9:45 AM - 10:45 AM
Track: Regulatory Compliance View Track Adviser's Top Five Compliance Challenges
Catherine Stowers, Employee Benefits and Executive Compensation Practice Group, KRIEG DEVAULT
Dan Bond, Principal, COMPLIANCEDASHBOARD, LLC
9:45 AM - 10:45 AM
Track: Health Reform Impact on Brokers View Track Business Strategies to Succeed in the New World of Health Care Reform
10:45 AM - 11:00 AM
Monday Morning Networking/Refreshment Break
11:00 AM - 12:00 PM
Track: Voluntary Benefits View Track Where Do We Go From Here? PROSPERING IN A POST-HEALTH CARE REFORM WORLD
Moderator: Ronald Leopold, MD, MBA, MPH, Employee Benefits. Health and Productivity. Thought Leadership, WWW.RONLEOPOLD.COM
11:00 AM - 12:00 PM
Track: Regulatory Compliance View Track Protecting Your Client from ERISA’s Significant Liabilities While Shoring Up Your Client Base and Expanding Your Business
Bernard Kearse III, Founder/Owner, ERISA PROS, LLC
11:00 AM - 12:00 PM
Track: Broker Business Tools View Track Optimizing Sales Results: Strategies to Increase Production and Performance
Jack Kwicien, CLU, ChFC, Managing Partner, DAYMARK ADVISORS, LLC
12:00 PM - 2:30 PM
Luncheon in the Exhibit Hall
1:30 PM - 2:25 PM
Peer-Driven Networking Session: Discussion will be led by editors of Employee Benefit Adviser
David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
2:30 PM - 3:25 PM
Track: Health & Wellness View Track The Key to Unlocking the Consumer-Driven Marketplace: An In-Depth Review of the Tools and Strategies Needed to Succeed
Scott Mardis, Senior Vice President Sales, AMERIFLEX
2:30 PM - 3:25 PM
Track: Health Reform Impact on Brokers View Track Health Care Reform – Our Present and Future
Robyn Piper, Founder & President, PIPER JORDAN, LLC
2:30 PM - 3:25 PM
Track: Broker Business Tools View Track Business Intelligence for Plan Design
Venkatesh Tadinada, CEO & President, BI ENGINES, INC.
3:30 PM - 4:20 PM
Track: Voluntary Benefits View Track Voluntary Benefits, R.I.P.
Panelist: Nelson Griswold, Managing Director, AGENCY GROWTH MASTERMIND NETWORK
3:30 PM - 4:20 PM
Track: Health Reform Impact on Brokers View Track Redefining the Broker: Health Care Reform and the New Broker Value Proposition
Kevin Trokey, President & CEO, BENEFITS GROWTH NETWORK LLC
3:30 PM - 4:20 PM
Track: Broker Business Tools View Track Panel: Broker Tools and Revenue Generators
Moderator: Rob J. Thurston, President, HR CONSULTING GROUP
Panelist: Jimmy Hersman, EVP Healthcare, HAMMERMAN & GAINER, INC.
Panelist: Roger Skinner, Sr. Vice President,, IHC
4:30 PM - 5:20 PM
KEYNOTE ADDRESS: Facing the Challenge of Building a Strong Team
Roger Staubach, Hall of Fame, Former Quarterback of the Dallas Cowboys
5:20 PM - 6:30 PM
EXHIBIT HALL MEET-N-GREET WITH ROGER STAUBACH & PHOTOS/BENEFITS BARBEQUE
6:30 PM -
Buses depart from Hyatt Regency for Morton H. Meyerson Symphony Center
7:00 PM - 10:00 PM
Opening Night Cirque Fantasy Affair at the Morton H. Meyerson Symphony Center

Tuesday, September 27, 2011

Click on any of the track details below to view a detailed explanation
Pre-Conference: Financial Wellness at Work Health & Wellness Regulatory Compliance Health Reform Impact on Brokers Voluntary Benefits Broker Business Tools
7:30 AM -
Registration Opens
7:30 AM - 8:30 AM
Continental Breakfast in General Session Room
8:30 AM - 9:25 AM
KEYNOTE PANEL: Benefit Practices at the “Best Companies to Work for in America”
Kelley Butler, Editor-in-Chief, EMPLOYEE BENEFIT NEWS
Panelist: James Clark, Director Human Resources, Firm Wide Benefits, KPMG, LLP
Panelist: Tami Graham, Director of Global Benefits Design, INTEL CORPORATION
Panelist: Lisa Mrozinski, Total Rewards Manager, ROBERT W. BAIRD & CO. AND BOARD OF DIRECTORS OF THE WELLNESS COUNCIL OF WISCONSIN
Panelist: Fred Thiele, Senior Director, Global Benefits, MICROSOFT CORPORATION
9:45 AM - 10:45 AM
Track: Health & Wellness View Track Wellness Program Selection: The Right One for the Right Client
Chris Skisak, Ph.D., VP Health & Productivity Analytics, UNITED WELLNESS GROUP
Sachin Shah, MBA, President and Chief Customer Officer, UNITED WELLNESS GROUP
Lara Bunn, Wellness Consultant, USI SOUTHWEST
9:45 AM - 10:45 AM
Track: Regulatory Compliance View Track Catch and Correct the Ten Most Common Compliance Mistakes
Jewell Lim Esposito, Esq.,, Partner-ERISA and Executive Compensation, CONSTANGY, BROOKS & SMITH, LLP
10:45 AM - 11:00 AM
Morning Break
11:00 AM - 12:00 PM
Track: Voluntary Benefits View Track Selling Non-Traditional Benefits in a Down Economy
Elizabeth Halkos, Chief Marketing Officer, PURCHASING POWER LLC
11:00 AM - 12:00 PM
Track: Broker Business Tools View Track Social Media as a Marketing Strategy
Guy Madison, Employee Group Benefits Advisor, INSURICA
12:00 PM - 2:00 PM
Lunch in Exhibit Hall
2:00 PM - 3:00 PM
The Adviser of the Year & 20th Anniversary Benny Awards Red Carpet Grand Finale
David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Kelley Butler, Editor-In-Chief and Conference Co-Chair, EMPLOYEE BENEFIT NEWS
Dave Dess, Vice President, Marketing-Vision Benefits, VSP VISION CARE
3:00 PM -
Conference Concludes