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Conference Agenda

Tuesday, July 17, 2012

9:00 a.m. - 6:00 p.m.
Registration Opens

Sponsored by:

12:00 p.m. - 2:00 p.m.
Pre-Conference Workshop: Wellness A-Z (included in conference registration fee)
Moderator: Kimberly Darling, Founder & President, COMPETITIVE HEALTH, INC.
Panelist: Stewart Levy, President, HEALTH PROMOTION SOLUTIONS
Moderator: Bart Sheeler, Vice President, NURTUR ONLINE HEALTH SOLUTIONS
Panelist: Steve Tonelli, Director of Broker Accounts, HEALTHENTIC INC.
2:45 p.m. - 3:00 p.m.
Main Conference Begins: Welcome and Introduction
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
3:00 p.m - 4:00 p.m.
Opening Keynote: How To Sell Massive Amounts Of Life Insurance Through Payroll Deduction
David Cirulis, Vice President, Voluntary Workplace Strategy, LINCOLN FINANCIAL GROUP
Daniel Johnson, Vice President, Sales and Marketing, TRUSTMARK VOLUNTARY BENEFIT SOLUTIONS
4:00 p.m. - 6:00 p.m.
Opening Reception in the Exhibit Hall

Wednesday, July 18, 2012

Click on any of the track details below to view a detailed explanation
Practice Evolution Voluntary Benefits Solutions
7:30 a.m. - 8:30 a.m.
Continental Breakfast in the Foyer
7:30 a.m. - 7:00 p.m.
Registration Opens

Sponsored by:

8:30 a.m. - 9:15 a.m.
Health Care Reform – The Effect on the Market, Employers, Consumers, Carriers and Brokers
Rodger Bayne, RHU, Vice President of Sales & Marketing, GROUP BENEFIT SERVICES, INC. (GBS)
9:15 a.m. - 10:00 a.m.
Keynote Presentation: The 10th Annual Metlife Study Of Employee Benefit Trends: Opportunity In Shifting Times
Ronald Leopold, MD, MBA, MPH, SVP, WELLS FARGO INSURANCE
10:00 a.m. - 10:30 a.m.
Networking & Refreshment Break in the Exhibit Hall

Sponsored by:

10:30 a.m. - 11:15 a.m.
Track: Practice Evolution View Track Leveraging Compliance For Consumer Driven Health Plans To Attract And Retain Clients
Kevin J. Boyle, Chief Operating Officer, FLEX FACTS
10:30 a.m. - 11:15 a.m.
Track: Voluntary Benefits Solutions View Track Examining Current And Future Benefits Trends That Will Affect Businesses In 2013 And Beyond
Ron Fields, Vice President, AFLAC BROKER SALES
11:15 a.m. - 12:00 p.m.
Track: Practice Evolution View Track Working With HR and The C-Suite
Trisha Zulic, CM, SPHR, Region I Client Human Resource Director, EFFICIENT EDGE HR & BENEFIT ENROLLMENT SERVICES, INC.
11:15 a.m - 12:00 p.m.
Track: Voluntary Benefits Solutions View Track Growing Your Business With Strategic Carrier Assessment Strategies
Moderator: Michael Martocci, VP, Head of Worksite Markets, GUARDIAN
12:00 p.m. - 1:00 p.m.
Worksite Marketing Hall-Of-Fame Inductions Luncheon (All attendees are invited)

Sponsored by:

1:00 p.m. - 2:15 p.m.
Coffee & Dessert in the Exhibit Hall

Sponsored by:

2:15 p.m. - 3:00 p.m.
Track: Practice Evolution View Track Mandatory Coverage - Lessons Learned from the Massachusetts Experiment
Patrick J. Haraden, Principal, LONGFELLOW BENEFITS
2:15 p.m. - 3:00 p.m.
Track: Voluntary Benefits Solutions View Track Benefits Technology: All of the Above, but Not One Size Fits All
Tony Huffman, Senior Account Executive & VB Specialist, UNUM
Richard Shaffer, Senior Account Executive & VB Specialist, UNUM
3:00 p.m. - 3:30 p.m.
Networking & Refreshment Break in the Exhibit Hall

Sponsored by:

3:30 p.m. - 4:15 p.m.
Track: Practice Evolution View Track Defending Against the PEO Threat
John G. Kelly, CEBS, Director of Strategic Partnerships, CERIDIAN
3:30 p.m. - 4:15 p.m.
Track: Voluntary Benefits Solutions View Track Selling Voluntary Benefits to Skeptical Consumers - The Millennial
Chris Cicchetti, Assistant Director, Voluntary Market, THE HARTFORD GROUP
4:15 p.m. - 5:00 p.m.
Worksite Marketing Hall-Of-Fame Members Only Reception
4:15 p.m. - 5:00 p.m.
Track: Practice Evolution View Track Worksite Clinics - The Next Generation
Jonathan Spero, M.D., President & CEO, INHOUSE PHYSICIANS
4:15 p.m. - 5:00 p.m.
Track: Voluntary Benefits Solutions View Track How Voluntary Benefits Are Revolutionizing The Compensation/Total Rewards Equation For Employers
Donna Joseph, CEO, RHODES-JOSEPH & TOBIASON ADVISORS, LLC
Pete Tobiason, President & Co-Founder, RHODES-JOSEPH & TOBIASON ADVISORS, LLC
5:00 p.m. - 7:00 p.m.
Reception in the Exhibit Hall
9:30 p.m. - 11:30 p.m.
Mania After Hours

Thursday, July 19, 2012

Click on any of the track details below to view a detailed explanation
Practice Evolution Voluntary Benefits Solutions
7:30 a.m. - 12:00 p.m.
Registration Opens

Sponsored by:

7:45 a.m. - 8:45 a.m.
Workplace Benefits Association Advisory Board Breakfast
7:45 a.m. - 8:45 a.m.
Continental Breakfast in the Exhibit Hall

Sponsored by:

8:45 a.m. - 10:00 a.m.
Special Keynote Panel: Building Equity Value in your Firm
Moderator: Jack Kwicien, CLU, ChFC, Managing Partner, DAYMARK ADVISORS, LLC
Panelist: Perry Braun, President, BENEFIT ADVISORS NETWORK
Panelist: Robert (Bob) Chapman, Managing Director, CORPORATE FINANCE ADVISORS, LLC
Panelist: Wayne Walkotten, Executive Vice President, MARSHBERRY
10:00 a.m. - 10:30 a.m.
Networking & Refreshment Break In Exhibit Hall

Sponsored by:

10:30 a.m. - 11:15 a.m.
Keynote Panel: Three Dynamic Non-Insurance Products Clients Love
Panelist: Bowie Ballard, Director -Business Accounts, LEGALSHIELD
Panelist: Ryann Smith, National Account Manager - Broker Division, LUTHERSALES
Panelist: Tina Valgemae, EVP Corporate Relations, PET ASSURE
11:15 a.m - 12:00 p.m.
Closing Keynote: Stop Selling Rates and Start Selling Strategy
Gregg A. Dennis, President, IIS Benefits, IIS BENEFIT ADMINISTRATORS
12:00 p.m. -
Door Prizes / Meeting Adjourns