2011 Attendee Testimonials


"I came to network and meet new people in the industry, as well as catch up with old friends. This event far exceeded my expectations."

"Workplace Benefits Mania was very timely, informative, applicable, and of excellent value."

"You guys are always a pleasure to see and I always make great contacts for our business at your conferences. Thanks for the opportunity!"

Travel & Venue Info

Conference Agenda

Monday, February 27, 2012

9:00 a.m - 1:00 p.m.
NAHU Consumer Directed-Healthcare Certification Course (CDHC)
Workshop Leader: Stephen Honig, President, O.C.A. BENEFIT SERVICES, LLC

Sponsored by:
 

2:00 p.m. - 4:00 p.m
NAHU Wellness Certification Course
Workshop Leader: Stephen Honig, President, O.C.A. BENEFIT SERVICES, LLC

Sponsored by:

2:00 p.m. - 4:00 p.m.
Strategic Business Planning: Morphing Your Agency Business Model for Growth and Profitability
Jack Kwicien, CLU, ChFC, Managing Partner, DAYMARK CAPITAL ADVISORS, LLC

Tuesday, February 28, 2012

Click on any of the track details below to view a detailed explanation
Managing Uncertainty: Protecting Key Business Creating Opportunity: Positioning for the Future
7:00 a.m. - 5:00 p.m.
Registration Opens

Sponsored by:

8:30 a.m. - 9:15 a.m.
Track: Managing Uncertainty: Protecting Key Business View Track Claim & Medical Bill Audits: New Business For You, Big Savings For Clients
John Webb, National Sales Director, HMS
8:30 a.m. - 9:15 a.m.
Track: Creating Opportunity: Positioning for the Future View Track Key Trends: Voluntary Benefits
Patricia (Pat) Cronin, Assistant Vice President, LIMRA
Ron Neyer, Assistant Research Director, LIMRA
9:15 a.m - 10:00 a.m.
Track: Managing Uncertainty: Protecting Key Business View Track Hottest Benefit: Defined Contribution Flex Benefits Plans
Moderator: Rob J. Thurston, President, HR CONSULTING GROUP
Panelist: Joshua Hilgers, President, HEALTH PARTNERS AMERICA
Panelists: Robert Shestack, WBC, Managing Director National Sales Leader, Employer Benefits Business, MARSH U.S. CONSUMER, A SERVICE OF SEABURY & SMITH, INC.
9:15 a.m. - 10:00 a.m.
Track: Creating Opportunity: Positioning for the Future View Track Innovations in Personalized Benefits Communications
Mark Holland, CEO, BENEFITHELP
10:00 a.m. - 10:15 a.m.
Networking & Refreshment Break

Untitled Document

Sponsored by:

10:15 a.m - 10:30 a.m
Welcome & Introduction
David Albertson, Employee Benefits Group Editorial Director and Conference Co-Chair
Moderator: Walter Podgurski, Publisher, Conference Co-Chair, INSURANCE BROADCASTING, WORKPLACE BENEFITS ASSOCIATION, SOURCEMEDIA
10:30 a.m - 11:15 a.m
Keynote Presentation: Forecasting the Future of Health Care Reform and Broker Community Response
Denise Hanna, Partner, LOCKE LORD STRATEGIES LP
11:15 a.m - 12:00 p.m.
Keynote Panel: The Role Of The Broker In An Exchange Environment
Moderator: Greg Troupe, Director, VOLUNTARY BENEFITS GROUP BENEFIT SERVICES
Rodger Bayne, RHU, Vice President of Sales & Marketing, GROUP BENEFIT SERVICES, INC.
Panelists: Allen Bress, President, MERCHANTS BENEFITS ADMINISTRATION
Panelists: Bradley Vernon, Principal and Consulting Actuary, BENEFIT INNOVATORS, INC.
12:00 p.m. - 1:30 p.m.
Exhibit Hall Grand Opening - Lunch in Exhibit Hall

Sponsored by:

1:30 p.m. - 2:15 p.m.
Track: Managing Uncertainty: Protecting Key Business View Track How To Set Yourself Apart From Your Competition
Moderator: Steven Eisenberg, Vice President, Voluntary Benefits, NE Practice Leader, LOCKTON COMPANIES, LLC
Panelists: Dennis Arizin, Senior Vice President, TOWERS WATSON
Panelists: Lisa Perri, District Sales Manager, COLONIAL LIFE
Dan Robinson, President, ADVANCED VOLUNTARY CONCEPTS INC.
1:30 p.m. - 2:15 p.m.
Track: Creating Opportunity: Positioning for the Future View Track Debit Card Technology: The Key to Success with Consumer Driven Health Plans
Mark Keck, President, HEALTHCARE HAMMERMAN & GAINER, INC
Scott Mardis, Senior Vice President Sales, AMERIFLEX
2:15 p.m. - 3:00 p.m.
Track: Managing Uncertainty: Protecting Key Business View Track Payroll Services
Moderator: Larry Kropp, Regional Vice President-MD, DC, PA, OH, TRANSAMERICA WORKSITE MARKETING
Panelists: Raymond Didia, Chief Executive Officer, THE TEAM SOLUTION, INC
Panelists: Jim McSweeney, President, DAVINCI CAPITAL MANAGEMENT, INC.
Panelists: Douglas Snowman, President, PAYPLANS & BENEFITS, INC.
2:15 p.m. - 3:00 p.m.
Track: Creating Opportunity: Positioning for the Future View Track Viewing Enrollment as a Strategic Advantage
Moderator: Valerie Cyr, Regional Director, Worksite Marketing, ING EMPLOYEE BENEFITS, NORTHEAST/NEW ENGLAND
Panelists: Tracey Hinrichs, President, ENROLLMENT BENEFIT CONCEPTS, LLC
William (Tinker) Kelly, President and CEO, VOLUNTARY EMPLOYEE BENEFIT ADVISORS
3:00 p.m. - 3:30 p.m.
Networking & Refreshment Break

Untitled Document

Sponsored by:

3:30 p.m - 4:15 p.m.
Track: Managing Uncertainty: Protecting Key Business View Track Adviser's Top Five Compliance Challenges
Dan Bond, Principal, COMPLIANCEDASHBOARD, LLC
3:30 p.m. - 4:15 p.m.
Track: Creating Opportunity: Positioning for the Future View Track Avatars: They are Finally Ready for Prime Time!
Panelists: Steven Pappadakes, President, VISYT, INC. AND HELPMEENROLL
Panelists: Troy Underwood, CEO, BENEFITSCONNECT
4:15 p.m. - 5:00 p.m.
Keynote Presentation: Winning the Large Account
Dennis Mulligan, Managing Director, MARSH GLOBAL CONSUMER
5:00 p.m. - 6:30 p.m.
Opening Wine & Cheese Reception

Sponsored by:

Wednesday, February 29, 2012

Click on any of the track details below to view a detailed explanation
Managing Uncertainty: Protecting Key Business Creating Opportunity: Positioning for the Future
7:00 a.m. - 8:30 a.m
Worksite Marketing Hall-Of-Fame Members Only Welcoming Breakfast
7:00 a.m - 8:30 a.m
Workplace Benefits Association Advisory Board Breakfast
7:30 a.m. - 8:30 a.m.
Breakfast in Exhibit Hall with Exhibitors and Sponsors
7:30 a.m - 2:15 p.m.
Registration Opens

Sponsored by:

8:30 a.m - 9:15 a.m
Bridging the Gap Between Employer and Employee Perspectives Of Voluntary Benefits
Moderator: Brenton Burgess, Executive Vice President, THE BENEFITS COOPERATIVE
Panelists: Mike Butterfield, RSC, AFLAC
Panelists: Ginger Panepinto, National Director Sales Implementation MetLife Resources Workplace Benefits, METLIFE
Panelists: Ronald Stone, President, THE COMPREHENSIVE COMPANIES
9:15 a.m. - 10:00 a.m
Rainmaker Panel: Million Dollar Voluntary Benefits Agencies – How They Do It
Moderator: Ken Holderbaum, Managing Partner, KEY BENEFIT RESOURCES
Panelists: Chuck Eberle, President, AMERICAN INSURNET AGENCY, INC.
Panelists: Michael Kapustin, Senior Vice President, ALPHA BENEFITS GROUP, INC.
Panelists: Dan McNeill, Director of Sales, TALUS BROKERAGE SPECIALTY BENEFITS DIVISION
10:00 a.m - 10:30 a.m
Networking & Refreshment Break In Exhibit Hall

Untitled Document

Sponsored by:

10:30 a.m - 11:15 a.m
Keynote Panel: Mergers, Acquisitions, & Strategic Relationship Options
Moderator: Jack Kwicien, CLU, ChFC, Managing Partner, DAYMARK ADVISORS, LLC
Panelist: Perry Braun, President, BENEFIT ADVISERS
Panelist: Wayne Walkotten, Executive Vice President, MARSHBERRY
11:15 a.m. - 12:00 p.m.
Track: Managing Uncertainty: Protecting Key Business View Track Employee Benefit Portals
Panelists: Daniel Freund, President, COMMON CENSUS
Panelists: Chris Wrba, National Sales Director, EMPLOYEE BENEFIT SPECIALISTS, INC.
11:15 a.m. - 12:00 p.m.
Track: Creating Opportunity: Positioning for the Future View Track Advanced Concepts In Voluntary Benefits
Nelson Griswold, President, BOTTOM LINE SOLUTIONS, INC.
12:00 p.m. - 1:15 p.m.
Lunch in Exhibit Hall
1:15 p.m. - 2:00 p.m
Improve Your Internet Presence: Web, Social Media & Mobile
Walter Podgurski, Publisher, Conference Co-Chair, INSURANCE BROADCASTING, WORKPLACE BENEFITS ASSOCIATION, SOURCEMEDIA
2:00 p.m. -
Door Prizes
2:15 p.m. -
Meeting Adjourns