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Employee Benefit News' Benefits Forum and Expo

Employee Benefit News' Benefits Forum and Expo

Travel & Venue Info

Conference Agenda

Monday, August 1, 2011

Click on any of the track details below to view a detailed explanation
Voluntary Benefits Selling Core Benefits / Products / Services Benefits Communication
7:00 AM - 5:30 PM
Registration Desk Open
7:30 AM - 8:30 AM
Continental Breakfast in General Session-Moulin Rouge
8:30 AM - 8:35 AM
Welcome
David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Walter Podgurski, Publisher, Conference Co-Chair, INSURANCE BROADCASTING, WBA, INSURANCE MEDIA ASSOCIATION, SOURCEMEDIA
8:35 AM - 9:25 AM
Keynote: The Need for an Extreme Makeover for the House of Benefits
Larry Boress, President & CEO, MIDWEST BUSINESS GROUP ON HEALTH
9:25 AM - 10:15 AM
Keynote Panel: Is There A Silver Lining To PPACA?
Moderator: Rob J. Thurston, President, HR CONSULTING GROUP
Panelist: Larry Grudzien, JD, LLM, Attorney at Law, LARRY GRUDZIEN ATTORNEY AT LAW
Panelist: John Connor, Principal, TRANSITION ASSIST
Lisa Collins Carlson, J.D., Area Vice President, Compliance Consultant-North Central Region, GALLAGHER BENEFIT SERVICES, INC.
10:15 AM - 10:30 AM
Morning Networking Break in General Session-Moulin Rouge
10:30 AM - 11:20 AM
Track: Voluntary Benefits View Track How to Better Manage Your Relationships With Your Employer Clients
Donna Joseph, CEO, RHODES-JOSEPH & TOBIASON ADVISORS, LLC
Pete Tobiason, President & Co-Founder, RHODES-JOSEPH & TOBIASON ADVISORS, LLC
10:30 AM - 11:20 AM
Track: Selling Core Benefits / Products / Services View Track The Future Agency
Brett Rosen, SVP Mergers and Acquisitions, DIGITAL INSURANCE
10:30 AM - 11:20 AM
Track: Benefits Communication View Track "Yes" to Benefits Communication and Counseling/"No" to Enrolling
Jay Hutchins, VP Broker Marketing & Sales, COLONIAL LIFE
11:20 AM - 12:10 PM
Track: Voluntary Benefits View Track Solutions For Today’s Challenges–Embracing Tomorrow’s Opportunities
John Penko, VP, KEMPER BENEFITS
11:20 AM - 12:10 PM
Track: Selling Core Benefits / Products / Services View Track Mini-COBRA Mandates are Gaining Ground
Robert Meyers, Founder/President, COBRAGUARD
11:20 AM - 12:10 PM
Track: Benefits Communication View Track When "Face-To-Face" Is Not A Benefits Communication Option
Pat Cleary, Vice President of Sales, BENEFITVISION, INC.
Jordan Nadel, President, FALCON TECHNOLOGIES, INC.
12:10 PM - 1:30 PM
Exhibit Hall Grand Opening/Lunch
1:30 PM - 2:20 PM
Keynote Panel-Putting Wellness On Your Radar
Panelists: Ginger Panepinto, National Director Sales Implementation MetLife Resources Workplace Benefits, METLIFE
Daniel Johnson, Vice President, Sales and Marketing, TRUSTMARK VOLUNTARY BENEFIT SOLUTIONS
Panelist: Robert M. Kramer, PhD, Vice President, Business Development, CERIDIAN
Moderator: Bart Sheeler, Vice President, NURTUR ONLINE HEALTH SOLUTIONS
2:20 PM - 3:10 PM
Keynote: Getting to Win Win-What Brokers Want, What Employers and Employees Need
Moderator: Christopher Bernardine Sr., WBC, CONSULTANT
3:10 PM - 3:20 PM
Afternoon Refreshment Break in General Session-Moulin Rouge
3:20 PM - 4:00 PM
Track: Voluntary Benefits View Track Legal Plans Expert Panel
Moderator: Steve Eisenberg, Executive Vice President, TG ENROLLMENT SERVICES
Panelist: Robert Heston, CEO/President, LEGAL ACCESS PLANS, LLC
Panelist: David Murray, President & CEO, ARAG
Panelist: Donald Rowe, VP, Employee Benefits, LEGAL CLUB OF AMERICA
3:20 PM - 4:00 PM
Track: Selling Core Benefits / Products / Services View Track Everyone Needs Life Insurance
Steve Worley, Vice President, TEXAS LIFE INSURANCE COMPANY
3:20 PM - 4:00 PM
Track: Benefits Communication View Track Panel: When Avatar’s Speak-Are We at the Point Yet Where Virtual Communication Really Works?
Walter Podgurski, Publisher, Conference Co-Chair, INSURANCE BROADCASTING, WBA, INSURANCE MEDIA ASSOCIATION, SOURCEMEDIA
Daniel Freund, President, COMMON CENSUS
Troy Underwood, CEO, BENEFITSCONNECT
4:00 PM - 4:45 PM
Hall of Fame Welcome Reception-Members Only Please
4:00 PM - 4:30 PM
Track: Selling Core Benefits / Products / Services View Track Understanding Limited Medical Plans Will Help Your Income To Go Up
Panelist: Jimmy Hersman, EVP Healthcare, HAMMERMAN & GAINER, INC.
Ken Holderbaum, III, Managing Partner, KEY BENEFIT RESOURCES
4:00 PM - 4:30 PM
Track: Voluntary Benefits View Track How To Make Vision and Dental Profitable
Panelist: Roger Skinner, Sr. Vice President,, IHC
Mel Schlesinger, Sales Coach, THE RAINMAKERS GROUP, LTD.
4:00 PM - 4:30 PM
Track: Benefits Communication View Track The Art of Case Set-Up
Lance Erickson, Regional Specialty Leader - Group & Workplace Benefits, HUMANA SPECIALTY BENEFITS
Suzelle Josey, Senior Partner, BENEFIT ADVISORS GROUP
4:30 PM - 6:00 PM
Wine and Cheese Reception-Exhibit Hall
5:45 PM - 6:45 PM
Private Receptions
7:30 PM - 9:30 PM
House of Blues Dinner-By Invitation Only
10:00 PM -
House of Blues Entertainment

Tuesday, August 2, 2011

Click on any of the track details below to view a detailed explanation
Voluntary Benefits Selling Core Benefits / Products / Services Benefits Communication
7:00 AM - 2:30 PM
Registration Desk Opens
7:15 AM - 8:25 AM
Breakfast In Exhibit Hall
7:15 AM - 8:15 AM
Workplace Benefits Association Advisory Board Breakfast
8:30 AM - 8:55 AM
Worksite Marketing Hall-Of-Fame Inductions
Session Leader: James Ouimet, President, WORKPLACE AFFINITY
8:55 AM - 9:00 AM
Voluntary Adviser of the Year Award Presentation
David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
9:00 AM - 9:30 AM
Exchanges and the Role of the Broker
Jim Dougherty, Director, Healthcare Practice, J.D. POWER AND ASSOCIATES
9:30 AM - 10:30 AM
Morning Networking Break In Exhibit Hall
10:30 AM - 11:20 AM
Keynote: Where Do We Go From Here? MetLife Broker and Employer Research-How Brokers Plan to Work With Employers in an Era of Health Care Reform
Moderator: Ronald Leopold, MD, MBA, MPH, Employee Benefits. Health and Productivity. Thought Leadership, WWW.RONLEOPOLD.COM
11:20 AM - 12:10 PM
Track: Voluntary Benefits View Track Panel: The Class Act and Long Term Care Insurance Offered At The Worksite
Moderator: John Joseph, President, JOSEPH INSURANCE SERVICES
Panelist: Janet M. Soppe, FSA, MAAA, Director Of Sales & Marketing, STRATEGIC HEALTH MANAGEMENT CORPORATION (SHM)
Panelist: Claude Thau, President, TARGET INSURANCE SERVICES
11:20 AM - 12:10 PM
Track: Selling Core Benefits / Products / Services View Track Move Your Marketing Points
Jeff Grabiak, LUTCF, President, WORKSITE BENEFITS, INC.
11:20 AM - 12:10 PM
Track: Benefits Communication View Track Panel: When and How to Work With a Benefits Communication Firm For Maximum Participation and Profitability
Moderator: Larry Kropp, Regional Vice President-MD, DC, PA, OH, TRANSAMERICA WORKSITE MARKETING
John Allen, SVP, Strategic Marketing, EOI SERVICE COMPANY, INC
Panelist: Trina Brown, Executive Director, CAPITAL ADMINISTRATIVE SERVICES, INC. (CAS)
Panelist: Doug Mantz, Vice President Sales, THE FARMINGTON COMPANY
12:10 PM - 1:30 PM
Lunch in Exhibit Hall
1:30 PM - 2:20 PM
Building A Multi-Million Dollar Voluntary Benefits Practice
Panelist: Daniel Jund, Managing Partner, NATIONAL BENEFIT PARTNERS
2:20 PM - 3:10 PM
Closing Keynote: Buyer Beware-The Perils of Purchasing Healthcare
John Abramson, MD, Executive Director-Health Management, Lecturer in Health Care Policy-Harvard Medical School, WELLS FARGO INSURANCE SERVICES, USA
3:10 PM -
Door Prizes/Meeting Concludes