Conference Agenda

Sunday, September 25, 2011

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Cost Containment Health Care Wellness Employee Engagement Legal & Regulatory Retirement and Personal Finance Voluntary Benefits CFO Centric Pre-Conference: Financial Wellness at Work Pre-Conference Workshop: CFO
08.00 AM -
REGISTRATION OPENS
9:00 AM - 9:05 AM
Welcome and Opening Remarks-Financial Wellness at Work Pre-Conference Workshop
Moderator: David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Judith Cohart, President and CEO, PERSONAL FINANCE EMPLOYEE EDUCATION FOUNDATION
9:05AM - 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 - 11:20 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.
Panelist: 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–Making the Connection Between Financial and Physical Well-Being and the Effect on Health Care Costs
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 - 1:45 PM
Track: Pre-Conference: Financial Wellness at Work View Track Luncheon Keynote: Black, White and Read-Communicating the Need for Financial Literacy – How to Explain Work Force Needs and Generate Buy-In From Employees and Senior Management.
Janet N. Parker, SPHR, GPHR, Chief Global Membership Officer, HUMAN RESOURCE MANAGEMENT (SHRM)
2:00 PM - 4:00 PM
Track: Pre-Conference Workshop: CFO View Track CFO PRE-CONFERENCE WORKSHOP: Employee Benefit Plan Audits - CFO's Responsibilities (2 CPE Credits)
Gary Broder, Senior Partner, SALIBELLO & BRODER
Hosanna Custodio, Audit Manager, SALIBELLO & BRODER
Bob Hamilton, Senior Audit Manager, SALIBELLO & BRODER
2:00 PM - 2:50 PM
Track: Pre-Conference: Financial Wellness at Work View Track Panel Discussion: Best Practices in Financial Education–Experts Outline Specific Steps Toward Improved Employee Engagement and Positive Bottom-Line Results
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 - 4:00 PM
Planning Benefits Strategically: A Case Study
Beverly Beattie, Founder & CEO, SELDEN BEATTIE BENEFITS ADVISORS
Jack Kwicien, CLU, ChFC, Managing Partner, DAYMARK ADVISORS, LLC
2:50 PM - 3:10 PM
Track: Pre-Conference: Financial Wellness at Work View Track Afternoon Refreshment Break
3:10 PM - 4:00 PM
Track: Pre-Conference: Financial Wellness at Work View Track Panel Discussion: Tracking Success – Measuring What You Manage - The Impact of Financial Education at Work
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
4:00 PM -
Pre-Conference Concludes
4:30 PM -
MAIN CONFERENCE BEGINS
4:30 PM - 4:45 PM
Conference Chairs Welcome Address
David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Kelley Butler, Editor in Chief, EMPLOYEE BENEFIT NEWS

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
Cost Containment Health Care Wellness Employee Engagement Legal & Regulatory Retirement and Personal Finance Voluntary Benefits CFO Centric Pre-Conference: Financial Wellness at Work Pre-Conference Workshop: CFO
6:30 AM - 7:30 AM
Pilates Class and Breakfast
7:15 AM -
Registration Opens
7:15 AM - 8:15 AM
Continental Breakfast in Exhibit Hall
8:15 AM - 8:30 AM
Conference Chairs 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: Cost Containment View Track Dependent Eligibility Audits Make Good Business Cents
Kim Kapfer, Benefits Manager, DICK’S SPORTING GOODS, INC.
Carrie Lopez, CFC, Benefit Delivery Manager, AON HEWITT
9:45 AM - 10:45 AM
Track: Health Care View Track PANEL DISCUSSION: What’s Next? Looking Beyond Today’s Spending Account Options to the Next Big Thing
Jeff Bakke, Chief Strategy Officer, EVOLUTION1
Ralph Bernstein, Senior Vice President, U.S. BANK HEALTHCARE PAYMENT SOLUTIONS
Jeff Hancock, VP of Product Management, TSYS
9:45 AM - 10:45 AM
Track: Wellness View Track PANEL DISCUSSION: Optimize ROI for Wellness By Creating a Culture of Health
Kelley Butler, Editor-in-Chief, EMPLOYEE BENEFIT NEWS
Panelist: Sally Luck, HR Director, Corporate Svcx and Wellness, HALLMARK CARDS
Panelist: Jennifer Norberg Patel, Director of Health & Wellness, HALLMARK BUSINESS CONNECTIONS
Panelist: Leai Spoor, MPH, Director of Health and Wellness, BAYLOR HEALTH CARE SYSTEM
Panelist: Karl Weiss, Manager, Recognition and Culture, EDDIE BAUER
9:45 AM - 10:45 AM
Track: Employee Engagement View Track Engaging Employees through Traditional and Social Media
Evan Falchuk, President and Chief Strategy Officer, BEST DOCTORS, INC.
Cindy Pulido, Sr. Manager, Global Benefits, SYMANTEC CORPORATION
9:45 AM - 10:45 AM
Track: Legal & Regulatory View Track Hear Ye! Health Plan Notice Requirements
Monica Toth, J.D., Area Vice President – Compliance, GALLAGHER BENEFIT SERVICES, INC.
9:45 AM - 10:45 AM
Track: Retirement and Personal Finance View Track What If There Was a Money Pill? Financial Security and Workplace Wellness
Ronald Leopold, MD, MBA, MPH, Employee Benefits. Health and Productivity. Thought Leadership., WWW.RONLEOPOLD.COM
9:45 AM - 10:45 AM
Track: Voluntary Benefits View Track Top Trends in Voluntary Benefits
Panelist: Erin Barfels, Chief Human Resources Officer, ARAG
Mark Parabicoli, Managing Director Auto & Home Voluntary Benefits, LIBERTY MUTUAL
9:45 AM - 10:45 AM
Track: CFO Centric View Track ESSENTIALS OF PLAN GOVERNANCE (1 CPE Credit) (HR managers are welcome to attend this session)
Gary Broder, Senior Partner, SALIBELLO & BRODER
Bob Hamilton, Senior Audit Manager, SALIBELLO & BRODER
10:45 AM - 11:00 AM
Morning Refreshment Break
11:00 AM - 12:00 PM
Track: Wellness View Track Current Trends and Best Practices in Employee Health and Wellness Solutions
Joe Woods, COO, HUMANAVITALITY, LLC
11:00 AM - 12:00 PM
Track: Cost Containment View Track Health Risk Management: Where Innovation and Strategy Meet Results
Gregg Kamas, Director of Health Risk Management, IMA FINANCIAL GROUP
Kyle Orndorff, Senior Vice President of Human Resources, IMA FINANCIAL GROUP
11:00 AM - 12:00 PM
Track: Health Care View Track The Out-of-Network Blues: How Benefit Managers Can Help
Becky Stephenson, RN, MBA, CPC, CPC-H, President & CEO, VERSACLAIM, INC.
11:00 AM - 12:00 PM
Track: Employee Engagement View Track Data Driven, Value-Based Personalized Health Communications
Susan Bailey, MS, CHES, IC®, Program Manager-Health & Wellness, DTE ENERGY
Peter Saravis, Co-Founder & CEO, EVIVE HEALTH
11:00 AM - 12:00 PM
Track: Legal & Regulatory View Track Leave Stacking: Managing Multiple Leave Entitlements Simultaneously
Linda Southard, President and Founder, HR & LEAVE MANAGERS
11:00 AM - 12:00 PM
Track: Retirement and Personal Finance View Track 401(k) Fees: Transparency & Beyond
Jack Towarnicky, Consultant, EBN ADVISORY BOARD MEMBER
11:00 AM - 12:00 PM
Track: Voluntary Benefits View Track Current Benefits Landscape: Examining Trends and Attitudes About Voluntary Benefits and the Workplace Affecting Businesses in 2011 and Beyond
Ron Fields, Vice President, AFLAC BROKER SALES
11:00 AM - 12:00 PM
Track: CFO Centric View Track CFO Keynote: The CFO Strategist (1 CPE Credit) (HR Managers invited to attend session)
John F. Dragovits, Executive Vice President, Chief Financial Officer, PARKLAND HEALTH & HOSPITAL SYSTEM
12:00 PM - 2:30 PM
Luncheon in the Exhibit Hall
12:00 PM - 2:00 PM
Industry Innovation Session: Global Group Life Insurance Solutions for Multinational Employers

The business of providing group life insurance benefits to your employees, regardless of where they are in the world, has never been easier. Together, Minnesota Life and Zurich International Life have developed a new approach for multinational employers who want to provide life coverage for their global employees. During this session, we will share our new approach to providing group life insurance coverage to your U.S. and global employees. Our discussion will include: • The coordination of administration among U.S. and multinational benefits • Benefits of local servicing for multinational employees • Multinational pooling alternatives and options The partnership between Minnesota Life and Zurich International Life can bring you the domestic and international expertise you demand as a multinational employer. Please join us for this informative discussion and let us share how the power of two group life experts can solve your multinational coverage needs. Note: Lunch will be served during the sessions and attendance will be guaranteed to the first 50 registrants. You may register near the conference registration counters. Sponsored by:

1:30 PM - 2:25 PM
Peer-Driven Networking Sessions
1:30 PM - 2:25 PM
Track: CFO Centric View Track CFO Keynote Panel: Pressing Issues, Challenging Times (1 CPE Credit) (HR Managers invited to attend)
Moderator: David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Panelist: Rich Antoneck, CFO, ACCUITY SOLUTIONS
Panelist: Steven Bassett, Associate Superintendent of Financial Services and Business Operations, SAN ANTONIO INDEPENDENT SCHOOL DISTRICT
Panelist: Jeff Saeger, CFO, AETNA VOLUNTARY
2:30 PM - 3:25 PM
Track: Cost Containment View Track Bending the Medical Trend Curve – Strategies to Increase Quality and Reduce Costs
Elyse Kaplan, Vice President, Human Resources, ADVENTIST HEALTHCARE
Erin O'Connor, Esq., Practice Leader, CAMMACK LARHETTE CONSULTING
2:30 PM - 3:25 PM
Track: Health Care View Track Results of the 2011 Health Plan Member Satisfaction Study
Jim Dougherty, Director, Healthcare Practice, J.D. POWER AND ASSOCIATES
2:30 PM - 3:25 PM
Track: Wellness View Track Develop a Wellness Dashboard
Lisa Choate, Co-Founder, Partner, ULTIMATE HEALTH MATTERS
2:30 PM - 3:25 PM
Track: Employee Engagement View Track The Art and Science of Employee Communication
Shawn Connors, President and Founder, HOPE HEALTH
2:30 PM - 3:25 PM
Track: Legal & Regulatory View Track 401(k) and 403(b) Plan ERISA Disasters
Jewell Lim Esposito, Esq., Partner-ERISA and Executive Compensation, CONSTANGY, BROOKS & SMITH, LLP
2:30 PM - 3:25 PM
Track: Retirement and Personal Finance View Track Preventing a Depression Generation: Igniting Positive Financial Behaviors Among Younger Workers
William Hunter, BANK OF AMERICA MERRILL LYNCH
2:30 PM - 3:25 PM
Track: Voluntary Benefits View Track Voluntary Financial Protection Plans: Supporting Employees in a New Economy
James Reid, President, AETNA VOLUNTARY PLANS
2:30 PM - 3:25 PM
Track: CFO Centric View Track Reducing Liability for Retirement Plan Fiduciaries 1 CPE (HR Managers Invited to Attend Session)
Jason Vavra, Managing Member, VAVRA CAPITAL MANAGEMENT, LLC
3:30 PM - 4:20 PM
Track: Cost Containment View Track It’s Not What Your Employees Know, It’s What They Act Upon That Costs You
Shub Debgupta, M.D., CEO, BENEFITS EXECUTIVES
3:30 PM - 4:20 PM
Track: Health Care View Track Consumer Directed, Value Based and Participant Centric: Making the Balance Work
Mark Weinstein, Esq., CPA, LL.M., MPH, President and CEO, INDEPENDENT COLLEGES & UNIVERSITIES BENEFITS ASSOCIATION, INC.
Robin Donovick, MSM, CEBS, Chief Operating Officer, UNIVERSITIES BENEFITS ASSOCIATION
Diane Emery, Director of Total Rewards, NOVA SOUTHEASTERN UNIVERSITY
3:30 PM - 4:20 PM
Track: Wellness View Track Fit by 14: One School District’s Quest to Improve Grades Through an Integrated Employee and Student Wellness Program
Andrew Sykes, Chairman, HEALTH AT WORK WELLNESS ACTUARIES
Ruth DeCrescentis, Head of Benefits and HR, BRIGHTON DISTRICT, COLORADO
3:30 PM - 4:20 PM
Track: Employee Engagement View Track Session and Speaker to Be Announced
3:30 PM - 4:20 PM
Track: Legal & Regulatory View Track Healthcare Reform: Building Your Financial Model to Determine the Cost Impact of “Play or Pay” in 2014
Ed Bray, J.D., Director of Compliance, BURNHAM BENEFITS
3:30 PM - 4:20 PM
Track: Retirement and Personal Finance View Track 401(k) Provider Search
Wayne Bogosian, Founder, President & Managing Director, PFE ADVISORS, INC.
Greg Limoges, CCP, CBP, Vice President, Global Compensation, Benefits and HRIS, FORRESTER RESEARCH, CAMBRIDGE
3:30 PM - 4:20 PM
Track: Voluntary Benefits View Track Voluntary Benefits to the Rescue
Ann Dieleman, Chief Marketing & Business Development Officer, ARAG
Mark Parabicoli, Managing Director Auto & Home Voluntary Benefits, LIBERTY MUTUAL
Cathy Ridley, Program Manager, US Benefits, HEWLETT-PACKARD COMPANY
3:30 PM - 4:20 PM
Track: CFO Centric View Track HR/Finance Collaboration for Employee and Shareholder Value: Real Life Examples-1 CPE (HR Managers invited to attend session)
Tami Graham, Director of Global Benefits Design, INTEL CORPORATION
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
Cost Containment Health Care Wellness Employee Engagement Legal & Regulatory Retirement and Personal Finance Voluntary Benefits CFO Centric Pre-Conference: Financial Wellness at Work Pre-Conference Workshop: CFO
7:30 AM -
Registration Opens
8:30 AM - 9:25 AM
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: Cost Containment View Track Session Cancelled
9:45 AM - 10:45 AM
Track: Health Care View Track Creating a Culture of Total Health
Jeffrey M. Davis, MD, MPH, Medical Director, National Sales & Account Management, KAISER PERMANENTE & CHIEF MEDICAL OFFICER, AVIVIA HEALTH
Chris Stenzel, CEO, AVIVIA HEALTH FROM KAISER PERMANENTE
9:45 AM - 10:45 AM
Track: Wellness View Track The Five Myths to Performance Based Wellness
Jim Wachtel, National Sales Director, HEALTHCHECK360
9:45 AM - 10:45 AM
Track: Employee Engagement View Track Triggers and Barriers to Engagement
Larry Boress, President & CEO, MIDWEST BUSINESS GROUP ON HEALTH
9:45 AM - 10:45 AM
Track: Legal & Regulatory View Track Plan Operational Failures: What You Should Keep Your Eyes On
Hosanna Custodio, Audit Manager, SALIBELLO & BRODER
Bob Hamilton, Senior Audit Manager, SALIBELLO & BRODER
9:45 AM - 10:45 AM
Track: Retirement and Personal Finance View Track Creating Financial Inclusion
Lisa Horuczi Markus, Director, National Communication, BUCK CONSULTANTS (A XEROX COMPANY)
Linda LoRe, President, FREDERICKS OF HOLLYWOOD
9:45 AM - 10:45 AM
Track: Voluntary Benefits View Track Federal CLASS Act Evaluation
Steven Cain, Executive Vice President and National Sales Leader, LTCI PARTNERS, LLC
10:45 AM - 11:00 AM
Morning Break
11:00 AM - 12:00 PM
Track: Cost Containment View Track Private Exchanges: New Ways to Find Insurance
Ann Mond Johnson, Chairman, CONNECTEDHEALTH
11:00 AM - 12:00 PM
Track: Health Care View Track Cost Transparency: The Key to Helping Employees Make Smart Decisions with their Health Care Dollars
Christopher Parks, Founder and Chief Development Officer, CHANGE:HEALTHCARE
11:00 AM - 12:00 PM
Track: Wellness View Track Stress Resilience: A Model for Managing Workplace Stress
Richard Citrin, Ph.D., President, CITRIN CONSULTING
11:00 AM - 12:00 PM
Track: Employee Engagement View Track Most Effective Ways to Promote Health Care Accountability: Two Sides of the Coin
Wendy Sherry, Senior Director, CIGNA CORPORATION
11:00 AM - 12:00 PM
Track: Legal & Regulatory View Track COBRA: Subsidy Results and How COBRA is Changing
Ouida Peterson, VP of Education, CONEXIS
11:00 AM - 12:00 PM
Track: Retirement and Personal Finance View Track The Educated Retiree
Skip Massengill, (CREdu™), CEO, RETIREMENT EDUCATION INSTITUTE, CREDU™
Joe Saari, President and CEO, PRECISION INFORMATION
11:00 AM - 12:00 PM
Track: Voluntary Benefits View Track Chew on This: Health Care Reform Changes to Dental and Vision Benefits
Kris Hathaway, Director of Government Relations, NATIONAL ASSOCIATION OF DENTAL PLANS
Al Schubert, Vice President - Managed Care & Health Policy, VSP VISION CARE
12:00 PM - 2:00 PM
Industry Innovation Session: It's Not Your Father's Mini Med Anymore

With today’s rising health care costs, limited medical plans offer a solution to the many concerns shared by producers and employers alike. Plans can be customized to meet a wide variety of needs while providing affordable coverage for most common services. Pan-American Benefits Solutions’ director of business development, Steve Douglas is proud to conduct this informative lunch with guest speaker, Mr. William C. Hammett, President of Hammett Marketing Group LLC (formerly; HMG Benefit Services, LLC), a consulting firm providing wholesale niche insurance marketing and distribution services to employers, agents and carriers, nationwide. Please join us for this insightful and interactive luncheon. Note: Lunch will be served during the sessions and attendance will be guaranteed to the first 65 registrants. You may register near the conference registration counters. Sponsored by:

12:00 PM - 2:00 PM
Lunch in Exhibit Hall
2:00 PM - 3:00 PM
The 20th Anniversary BENNY Awards and Adviser of the Year 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