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2011 Attendee Testimonials

"Attended to get insight into what other companies are doing for wellness, cost containment for healthcare, employee engagement and communications and education. Taking back lots of good ideas..."

"The presenters were very knowledgeable. I also appreciated the depth of the presentations. This was definitely information I’ll be able to use."
“Keynote speakers were great as well as the breakout sessions.”
“The sessions were timely and informative. Great networking opportunities.”

Highlights from 2010 Summit

Conference Agenda

Sunday, September 26, 2010

1:00 PM -
REGISTRATION OPENS
1:30 PM - 2:30 PM
Volleyball Clinic with the Florida Atlantic University Women's Volleyball Team
2:00 PM -
PRE-CONFERENCE SESSIONS BEGIN
2:00 PM - 3:00 PM
Session I: Increase Your Visibility and Explode Your Business
Marsha Friedman, Chief Executive Officer, EMS INCORPORATED
3:00 PM - 3:15 PM
REFRESHMENT & NETWORKING BREAK
3:15 PM - 4:15 PM
Session II: What Are We Really Selling.....Really?
Kent McRee, Chief Executive Officer, RESOURCE KNOWLEDGE MANAGEMENT, INC.
4:30 PM - 4:45 PM
Welcome and Presentation of Awards
4:30 PM -
MAIN CONFERENCE BEGINS
4:40 PM - 4:45 PM
Keynote Introduction: America’s Love/Hate Relationship with Health Care
John Stossel, Award-winning TV Journalist, Anchor of Fox Business Network’s, STOSSEL
4:45 PM - 5:45 PM
KEYNOTE ADDRESS: Addressing Health Care Challenges in the Workplace and Beyond
Frank Luntz, Ph.D., America's Top Pollster & Researcher, THE WORD DOCTORS, LLC
5:45 PM - 7:30 PM
Opening Reception in the Exhibit Hall

Monday, September 27, 2010

Click on any of the track details below to view a detailed explanation
Health & Wellness Broker Business Tools Success with Voluntary Benefits Financial Wellness
6:45 AM - 7:45 AM
Pilates Class and Breakfast
7:15 AM -
Registration Opens
7:30 AM - 8:30 AM
Continental Breakfast in Exhibit Hall
8:15 AM - 8:30 AM
Welcome by Conference Co-Chairs
David Albertson, Editorial Director, Employee Benefit News Group, Conference Co-Chair, SOURCEMEDIA, INC.
Kelley Butler, Editor in Chief, EMPLOYEE BENEFIT NEWS
8:30 AM - 9:30 AM
KEYNOTE PANEL DISCUSSION: Health Care Reform: The Next Horizon for True Change
Moderator: David Albertson, Editorial Director, Employee Benefit News Group, Conference Co-Chair, SOURCEMEDIA, INC.
Moderator: Kelley Butler, Editor-in-Chief, EMPLOYEE BENEFIT NEWS
Panelist: Kay Curling, SPHR, Senior Vice President, Human Resources, SALIENT FEDERAL SOLUTIONS, INC. ,BOARD OF DIRECTORS, VA STATE BOARD OF HEALTH
Panelist: Ray Fabius, M.D., FAAP, FACPE, Chief Medical Officer, THOMSON REUTERS
Panelist: Arthur Southam, MD, MBA, MPH, Executive Vice President, Health Plan Operations, KAISER PERMANENTE
Panelist: Steven E. Wojcik, Vice President, Public Policy, NATIONAL BUSINESS GROUP ON HEALTH
9:30 AM - 10:30 AM
Track: Health & Wellness View Track Panel Discussion: How to Achieve the Best ROI for Wellness Programs
Moderator: John Ortman, Editor-in-Chief, EMPLOYEE BENEFIT ADVISER
Jeff Chanin, FSA, Consulting Actuary, MILLIMAN, INC.
Zachary Meyer, Executive Vice President and General Manager, Ceridian Health & Productivity Solutions, CERIDIAN
Michael Taitel, Ph.D., Director of Health Outcomes & Analytics, WALGREENS
9:30 AM - 10:30 AM
Track: Broker Business Tools View Track Who’s Your Customer? The shift from employer to employee focus
Jay Hutchins, VP, Broker Marketing & Sales, COLONIAL LIFE
10:30 AM - 10:45 AM
Morning Break
10:45 AM - 11:45 AM
Track: Success with Voluntary Benefits View Track Four Steps to Cross-Selling Voluntary Benefits
Nelson Griswold, President, BOTTOM LINE SOLUTIONS, INC.
10:45 AM - 11:45 AM
Track: Broker Business Tools View Track The New Role of the Broker Under a Reformed Health Care System
Samuel H. Fleet, President, AMWINS GROUP BENEFITS
11:30 AM - 2:30 PM
Lunch in the Exhibit Hall
1:30 PM - 2:25 PM
Peer-to-Peer Roundtable Discussion Group
2:30 PM - 3:30 PM
Track: Health & Wellness View Track Consumer Driven Health Care – Still the Answer, But What Are the Questions?
Robert Poli, CBC, EVP, CBC, INSURANCE MARKETING CENTER, INC.
2:30 PM - 3:30 PM
Track: Broker Business Tools View Track Improving Sales Management Effectiveness
3:30 PM - 4:45 PM
Afternoon Break in Exhibit Hall
4:45 PM - 5:40 PM
Track: Financial Wellness View Track You’re Fired if My Rates Go Up Again!
George V. Duczak, President, THE AMERICAN WORKER PLANS, INC.
4:45 PM - 5:40 PM
Track: Broker Business Tools View Track The Emerging Role of the Business Adviser
Tom Carter, VP, Sales and Broker Relations, KAISER PERMANENTE
7:00 PM - 10:00 PM
GRAND CELEBRATION at the Boca Resort Pool Deck and Beach

Tuesday, September 28, 2010

Click on any of the track details below to view a detailed explanation
Health & Wellness Broker Business Tools Success with Voluntary Benefits Financial Wellness
6:45 AM - 7:30 PM
3RD ANNUAL FUN RUN
7:30 AM -
Registration Opens
7:30 AM - 8:30 AM
Continental Breakfast
8:15 AM -
Fun Run Awards
Gary Earl, Senior Vice President, Founding Partner - Communities of Health, CIGNA HEALTHCARE
8:30 AM - 9:25 AM
KEYNOTE PANEL: Benefit Practices at the 'Best Companies to Work for in America'
Moderator: Kelley Butler, Editor-in-Chief, EMPLOYEE BENEFIT NEWS
Panelist: Janet Baker, SVP, Director of Human Resources, AFLAC
Panelist: Sandra Porceng, Vice President, Total Rewards, JM FAMILY ENTERPRISES, INC.
Panelist: Terry Stevens, SPHR, Director of Benefits & Compensation, ALSTON + BIRD LLP
9:30 AM - 10:30 AM
Track: Health & Wellness View Track Solutions to Reduce Uncompensated Care Through Hospital Sponsorship
Jack Hill, Partner, PT INSURANCE GROUP, LLC
9:30 AM - 10:30 AM
Track: Broker Business Tools View Track The Future Business Model for the Successful Employee Benefit Broker
Robert J. Lieblein, Managing Partner, HALES & COMPANY
10:30 AM - 10:45 AM
Morning Break
10:45 AM - 11:45 AM
Track: Success with Voluntary Benefits View Track Serving the Service Industry
Mark Bailey, SVP, CIGNA VOLUNTARY
10:45 AM - 11:45 AM
Track: Broker Business Tools View Track Better Leads, More Clients & Fat Wallets!
Scott Cantrell, Sr. Consultant, BOTTOM LINE SOLUTIONS, INC.
11:30 AM - 1:30 PM
Lunch in Exhibit Hall
1:30 PM - 2:25 PM
Track: Health & Wellness View Track Recent & Anticipated Health & Welfare Legislation
Gary Blachman, Partner, THOMPSON HINE LLP
1:30 PM - 2:25 PM
Track: Financial Wellness View Track Looking Into the Future: What Your Clients—and Your Business Will Look Like
Jerry Kalish, President, NATIONAL BENEFIT SERVICES, INC.
Michael Ziccardi, National Sales Director, RETIREMENT MARKETING SOLUTIONS
2:30 PM - 3:30 PM
Track: Success with Voluntary Benefits View Track Trends in Long Term Care Cancer Treatment and Disability Needs in the Marketplace
K Bradford Wier, Managing Director, UNIVERS WORKPLACE SOLUTIONS, A GOLDMAN SACHS CAPITAL PARTNERS COMPANY
Sue Wiesing, EVP, WILLIS OF FLORIDA
2:30 PM - 3:30 PM
Track: Financial Wellness View Track The New 403(b) Plan
Christopher M. Guanciale, JD, APM, PLANMEMBER SERVICES CORPORATION
3:30 PM -
Conference Concludes