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 Speaker Biographies 

Joe Alfonsi
Unum

Joe Alfonsi has been a Sales Representative for Unum for 10 years. He is a perennial award winner and multiple Sales Rep of the Year award winner. His interviewing and qualifying techniques have made their way across the country as he has conducted training for brokers and sales reps nationwide. Prior to his career at Unum, Joe was a police officer for 10 years in a municipal police department in PA. His police and professional certifications include Interviewing and Negotiations from the FBI and Penn State University. Joe has found a unique way to bring his prior training and techniques into the field of insurance and maximize his sales results. He is a graduate of St. Joseph’s University with a Bachelor of Science degree in Information Systems. He is married and has five children.

Gerard Birdi
Commuter Benefits

Gerard Bridi is president, Commuter Benefits at Accor Services. He boasts more than 25 years of experience in the field of service management. He brings a wealth of knowledge surrounding the areas of strategic planning, business development and partnership building. Spanning an 18-year career within the services and hospitality industry, Gerard managed numerous businesses on behalf of the company with various public and private organizations with sales exceeding $400 million. Gerard joined Accor Services USA in 2003, and as EVP, is responsible for leading the organization through its current high-growth mode.

Bonnie Brazzell
Eastbridge Consulting Group

Bonnie is a leading expert on worksite marketing of financial services products. After graduating from Columbia College ( South Carolina), she joined Colonial Life & Accident, a major voluntary benefit insurer. At Colonial, Bonnie moved steadily through the ranks, serving in a variety of underwriting and product development positions before being named assistant vice president in 1988. In 1992, she became assistant vice president for market development, managing a major strategic reorganization of Colonial’s sales and marketing functions. In this capacity, Bonnie developed a customer retention program that increased revenues by over $25 million in the first year. A year later, she was promoted to vice president, marketing services, assuming overall responsibility for national accounts, market research, proposals, market development, and marketing information systems. During her tenure, national accounts sales increased by double digits each year. Bonnie’s most recent Colonial position was vice president of customer marketing, in which she was responsible for management of customer and competitor knowledge and for developing effective tools for new account acquisition, account penetration, and customer retention.At Eastbridge, Bonnie focuses on worksite marketing. She manages worksite marketing consulting projects and oversees a variety of research consortia designed to improve the marketing of voluntary products.

George Conmy
Conmy Consulting

George Conmy is a consultant for ARMSRx a leading PBM consulting firm. George has more than 20 years experience working with brokers to satisfy the needs of their clients.

Jim Davidson
EOI Service Company

Jim Davidson is President of EOI Service Company, Inc. The focus of EOI Service Company is working with employers in the design, communication, implementation and servicing of voluntary benefits programs. EOI takes credit for designing and implementing the first Universal Life program used as an employee benefit in 1981. Since that time, EOI has worked on the implementation of voluntary benefit programs with over three hundred employers. They continue to be a national leader and innovator in these programs. Jim Davidson is recognized as an expert in voluntary benefit programs, publishing articles on related issues. He has been a featured speaker in both life insurance and benefits industry association meetings nationwide. He is a past director of the Chicago Association of Life Underwriters, and a past member of the Employee Benefits Committee of the Illinois CPA Society. Jim is also a past President of the International Society of Certified Employee Benefit Specialists.


Barry Eagle
Gen Re Life Health

Barry has spent almost 35 years in direct sales and marketing management, including fifteen years in the Canadian group market.  During his career, Barry has been responsible for life and health field operations, regional and national account management, direct LTC marketing and product management.  He presently has marketing responsibility across  product centers within the Health Division.  Working with direct writing clients, he assists in developing products for selected health product niches, suited for both their distribution system and target markets. These products include long-term care, limited benefits health products and critical illness, which he has been involved with for over ten years.

Jeff Fritz
Storyworks Media
Jeff Fritz is the founder and Executive Chairman of Storyworks Media. He began his career in the early 1990’s working for industry giant Principal Financial. After gaining valuable expertise in the field, Jeff founded his first business, an employee benefits firm that reached multi-million dollar revenues within three years. In 2002, Jeff designed a custom technology solution for a third party administrator that used a hosted application model. As the President and CEO of Lighthouse1, Jeff grew the company triple digits year over year, resulting in the organization becoming one of the leaders in the consumer directed healthcare industry.


Sam Fleet

AmWINS Group Benefits

With more than 20 years of health and benefit experience, Samuel Fleet has proven his unmatched expertise with the rapid rise of his company from a small regional organization to one of the most successful third-party insurance administrators in the country. Fleet founded National Employee Benefit Companies, Inc. (NEBCO) in 1991. Now known as AmWINS Group Benefits Division, the company is a leading provider of wholesale retiree and employee health benefits and professional services. Fleet is sought after for his knowledge and experience as a speaker at conferences of the Professional Insurance Mass-Marketing Association, the National Association of Life Underwriters and other organizations. Fleet’s success has been recognized in such prestigious industry publications as Employee Benefit News, Business Insurance, and Best’s Review, in the form of both media coverage and by-lined articles. He has also pioneered a groundbreaking online platform, which provides a custom-branded benefit website to each client. Fleet is responsible for overall business development, client acquisition and operations. Over the past several years, he has positioned his company as a leading industry administrator and authority of group retiree medical programs and solutions for clients across varied industries throughout the country.

Maureen Gleason
American Behavioral
Maureen Gleason is Vice President of Operations for American Behavioral, a Birmingham, Alabama-based behavioral healthcare and employee assistance program provider. Gleason has more than 20 years of professional experience in the business and health care industries. Prior to this position, Gleason was Senior Vice President of Business Development for a human resources consulting firm. She is a licensed professional counselor in Alabama and a National Certified Counselor, and holds counseling supervisor status. Gleason is a member of the Birmingham Society for Human Resource Managers and Phi Beta Kappa.

Scott Halford
Complete Intelligence, LLC

Scott Halford is an Emmy Award-winning writer and producer. Halford relates his worldwide encounters through captivating storytelling that takes his audiences to destinations they may have never been physically, mentally or emotionally. Combined with his extensive research into human performance and achievement, he offers participants a rewarding learning experience that will positively impact their success throughout their personal and professional lives.

Eric Johnson
Regional Sales Manager, First Horizon Msaver

Eric Johnson works for First Horizon Msaver as a regional sales manager covering the Texas and Louisiana markets. He brings more than 12 years of insurance sales experience to the organization. Eric specializes in consumer-driven health care, educating health insurance professionals and assisting in the implementation of the company’s health savings account program. A recognized industry leader, Eric is a past president of the Fort Worth Association of Health Underwriters and a national instructor for NAHU’s Consumer Directed Health Care certification course. He is a frequent speaker at insurance conferences and association meetings across the country and was recently honored with the William G. Wetzel Award for Excellence in Public Speaking by the National Association of Health Underwriters. He also writes a monthly column for Benefits Selling called “On Second Thought.”

Craig Keohan
First Horizon Msaver, Inc.

Craig Keohan is considered a pioneer in the consumer-driven health care community. He has more than 24 years of professional leadership experience, with a focus in health care and banking. In 1997, Craig saw the future of consumer-driven health care and established the organization that would eventually be known as First Horizon Msaver, Inc. Since then, he has guided Msaver to become one of the leading administrators of consumer-driven financial products. Craig has also received numerous accolades for his expertise and many contributions to the consumer-driven health care industry. In 2007, he was awarded the CDHC CEO Leadership Award as part of the annual CDHC Awards presented by Prepaid Media, and was a finalist for the award in 2008. He also serves as Chairman Emeritus of the American Bankers Association HSA Council. In 2006, Craig was invited to the White House to attend a Health Savings Account strategy session led by President George W. Bush and his senior staff.


Jack Kwicien

Daymark Advisors

Mr. Kwicien has over 30 years of executive management experience. He has founded several entrepreneurial ventures and has significant experience in insurance, benefits, and worksite marketing, negotiating strategic alliances, financing transactions and mergers and acquisitions. Mr. Kwicien co-founded Daymark Advisors LLC, a Baltimore-based consulting and advisory services firm in 2001. Exclusively serving the insurance, benefits, financial services and workforce management market sectors, Daymark Advisors provides strategic consultancy on a retained basis and is a merger and acquisition intermediary with clients on both the buy and sell side. He is also the co-developer of the SMART Benefits Strategic Planning Toolkit (www.smartadvisors.biz). He previously founded RewardsPlus; a national employee benefits company that leveraged Internet technology and worksite-marketing strategies to deliver customized core and voluntary benefits solutions to employers and employees. He led RewardsPlus as President and CEO until he successfully exited the company in 1999. In 2007, Hewitt Associates purchased that company. Mr. Kwicien also was the founder a private equity fund that invested in early stage technology companies. In addition, Mr. Kwicien spent over 20 years in the insurance and financial services industry and held executive positions principally in sales and marketing with Prudential, Crum & Forster and Zurich Insurance Group. While an executive with Zurich, he founded a worksite marketing business unit, Group Sales, that successfully marketed property and casualty insurance using payroll deduction billing. Under Mr. Kwicien’s direction, the business unit grew to $42 million in sales in 2.5 years. Mr. Kwicien serves on the Advisory Board for the Workplace Benefits Association, is a frequent guest speaker at insurance industry conferences, and writes a monthly column for Employee Benefit Adviser and Employee Benefit News, both Source Media publications. He holds a degree from the University of Notre Dame and serves on the executive committee of the Life and Breath Foundation.


Ron Leopold

National Medical Director of MetLife Institutional Business

Ronald S. Leopold, MD, MBA, MPH, is Vice President and National Medical Director of MetLife Institutional Business. Dr. Leopold is an industry thought leader for MetLife focusing on the future of work, health and benefits. He is a member of the National Speakers Association and is recognized for his entertaining style that blends thought-provoking industry insight with compelling illustrations and humor. He is a Board Certified Occupational Medicine Physician who holds a Masters in Business Administration from the Wharton School of Business, the University of Pennsylvania and a Masters in Public Health from Boston University. In addition to publishing many articles on employee benefits, Dr. Leopold is the author of A Year in the Life of a Million American Workers, an almanac of absence data that provides a comprehensive picture of one million American workers and their health conditions, illnesses and absence patterns over a one-year period.


Michael Main

Oliver Wyman

Michael Main, an Oliver Wyman Health and Life Sciences Partner, brings comprehensive strategy development and implementation experience as well as sales and marketing acumen to the healthcare vertical. Michael joined Oliver Wyman (formerly ChapterHouse) in 1999. He has more than 25 years of health care experience. He honed his leadership, management, sales, and marketing skills while responsible for revenue and margin performance for a national insurance carrier.

Patrick McClelland
National Inside Sales

Patrick joined VSP in 2003, bringing more than 16 years of sales experience with him. Mr. McClelland has the overall responsibility of 30 sales staff and manages VSP’s sales and service functions throughout the country

Brian Robertson
Fringe Benefit Group

As Executive Vice President of Fringe Benefit Group, Brian Robertson has played a key role in the development and marketing of Fringe’s limited medical benefit program, Framework Health Plan, which provides benefits to leaders in the food service, temporary staffing, nursing home, retail and manufacturing industries. A graduate of Texas A&M University, Brian is dedicated to expanding limited medical plan awareness to customers nationwide by developing marketing relationships around the country. His expertise has been featured in numerous publications, including Benefits Selling, National Underwriter, Employee Benefit News, Broker World and HIU. He is called upon frequently to speak to employers, trade organizations, and brokers around the country about the changing landscape of the limited medical marketplace.


Karl Rove

Former Deputy Chief of Staff and Senior Advisor to President George W. Bush, Fox News Contributer, Wallstreet Journal Columnist & Newsweek Columnist
Karl Rove served as Senior Advisor to President George W. Bush from 2001–2007 and Deputy Chief of Staff from 2004–2007. At the White House he oversaw the Offices of Strategic Initiatives, Political Affairs, Public Liaison, and Intergovernmental Affairs and as Deputy Chief of Staff for Policy, coordinated the White House policy making process. Before Karl became known as “The Architect” of President Bush’s 2000 and 2004 campaigns, he waspresident of Karl Rove + Company, an Austin-based public affairs firm that worked for Republican candidates, non-partisan causes, and non-profit groups. His clients included over 75 Republican U.S. Senate, Congressional and gubernatorial candidates in 24 states, as well as the Moderate Party of Sweden. In addition to being a Fox News Contributor, Rove writes a weekly op-ed for The Wall Street Journal, he is a Newsweek columnist and is now wrapping up his memoirs, “Courage and Conscience,” to be published by Simon & Schuster in March.


Greg Rudisill

Careington International Corp.

Greg Rudisill is the Senior Vice President of Strategic Partnerships for Careington International Corp. He brings more than three decades of experience in employee benefits to Careington, specifically in managed health care and the group-directed eye care market. In his current role as Vice President of Strategic Partnership, Greg is responsible for developing relationships with managed care companies, insurance carriers, third party administrators and with broker/consultant organizations.


Greg Scandlen

Consumers for Health Care Choices at The Heartland Institute

Greg Scandlen is a senior fellow of The Heartland Institute and founder and director of Consumers for Health Care Choices, a non-partisan, non-profit membership organization aimed at empowering consumers in the health care system. In April 2008, Heartland and Consumers for Health Care Choices merged, with CHCC becoming a program of The Heartland Institute. Scandlen is an accomplished writer, researcher, and public speaker. He is considered one of the nation’s experts on health care financing, insurance regulation, and employee benefits. He testifies frequently before Congress and appears on such television shows as the O’Reilly Factor, NBC Nightly News, ABC News, and CNN. Scandlen gives three dozen speeches a year to organizations representing employers and labor, hospitals and physicians, insurers, and pharmaceutical companies. He has published many papers on topics such as health care costs, insurance reform, employee benefits, individual insurance programs, HSAs and HRAs, and every aspect of consumer-driven health care. Scandlen has worked for several Washington-based think tanks, including the Cato Institute, National Center for Policy Analysis, and Galen Institute. He was president of the Health Benefits Group, a benefits consulting firm, and founder and executive director of the Council for Affordable Health Insurance, a trade association of insurance companies.. He also spent 12 years in the Blue Cross Blue Shield system, most recently as director of state research at the national association.


Al Schubert

VSP Vision Care

Al Schubert, Vice President-Managed Care & Health Policy, has been with VSP Vision Care Inc. since 1988 and began his career in sales and marketing in 1984. Located at the VSP Corporate Headquarters in Rancho Cordova, California, Mr. Schubert has the responsibility for two large divisions. One division includes the business development, retention and the marketing of all VSP products to Managed Care Organizations. He also leads national health policy and advocacy functions for the organization. Mr. Schubert became Vice President at VSP in 1990 and has been a major contributor to the exponential growth of the organization. He regularly speaks at industry conferences and is one of the country’s authorities on the link between eyecare delivery systems and chronic disease, utilizing strategic partnerships. Mr. Schubert focuses on the important role of preventative care in the early detection of serious health conditions manifested through the eyes–a key factor in managing disease, achieving the best outcomes, and ultimately reducing healthcare costs. Al sits on the board of directors for the American Association of Preferred Provider Organizations (AAPPO) and the National Association of Specialty Health Organizations (NASHO). He is immediate past chairman of the latter. Al is a cum laude graduate of the University of San Francisco.


Mike Smith

The Brokerage, Inc.

Mike Smith is the President of The Brokerage, Inc. in Lewisville, Texas, an insurance marketing organization specializing in Life and Health insurance products. Smith is responsible for The Brokerage’s marketing strategy, advertising, marketing operations, sales support, web site development, public relations, and business development. In 1989 Mike earned his Bachelors Degree in Business Administration from The University of North Texas. And in January 2003, Mike earned the Long Term Care Professional designation, signifying his dedication in the field of Long Term Care Insurance and other Senior related insurance products. Mike is an active member of The National Association of Health Underwriters, he currently serves as a Ft Worth AHU Trustee the Nat’l Association of Insurance and Financial Advisors – Dallas, is current President of the Brokers Health Insurance Network, the American Association of Long Term Care Insurance (AALTCI) and served on its initial Board of Directors. Mike Smith entered the insurance business in 1993 as a marketing and agent service representative at The Brokerage Inc in Dallas. Currently Mike and his wife Shannon have three children, Kayli, age 15 and Kyle, age 13, and Kinley, age 4.


Renee-Marie Stephano
Medical Tourism Association

Having a background in international marketing and relations, health law and litigation, she provides a valuable service to the Medical Tourism Association in these fields. Renee-Marie is licensed to practice law in the State of Florida, in the Commonwealth of Pennsylvania and in the State of New Jersey. Ms. Stephano speaks regularly at international conferences on the Legal Issues Surrounding Medical Tourism and in the United States to employer groups, insurance groups and physician associations. Renee-Marie consults international government ministries, private sector organizations and NGO's about the growth of the global healthcare industry and accreditation, providing marketing assistance to promote their countries high quality of care.


Marty Trussell
First Horizon Msaver, Inc.
Marty has over 25 years of experience in the health benefits industry. His career includes senior marketing and sales roles with third party benefits administrators, HMOs, and -- for over 12 years – the corporate offices of Humana, Inc. He has also been the president of a marketing communications firm specializing in health care. For the past three years, Marty has been a member of the senior management team that has propelled First Horizon Msaver to become the nation’s fastest growing HSA administrator and to be recognized by the industry as an innovator and as a model approach to banks wishing to achieve success in the HSA marketplace. Marty, a graduate of The Ohio State University, is an avid social networker and writes a well-followed blog covering innovations in health care: healthplaninnovation.com. In his spare time, you might find Marty on LinkedIn, Facebook, Twitter, or at the gym. Marty is married and he and his wife, Nancy, have four children.