Wednesday, April 6, 2011 |
| Time/Session Details |
 2:45pm–3:45pm – The inside scoop on your competition Speaker: Eric JohnsonWhat if you had all the dirt on your competition – their average age, how long they’ve been in the business, how much money they make, what they eat for breakfast, what they’re doing right that you’re not, and what mistakes they’re making that you can capitalize on? Would it change the way you conduct your business? Would it help you sell more? That’s exactly what this session is designed to do. Eric Johnson will share all sorts of fun facts about the broker community and take a look at the best and worst practices in the marketplace so you can steal the good ideas and avoid the bad ones. |
 2:45pm–3:45pm – Upgrading health and wellness incentive programs Speakers: Mike Seethhaler and Ralph Bernstein Incentives play a critical role in driving consumer engagement and participation in healthcare programs. They are one of the only tools with positive ROI. The presentation will present the importance of incentives and the ability of incentive programs to generate improved ROI by using existing industry proven payment and rewards solutions. |
 2:45pm–3:45pm – Findings from the 9th Annual MetLife Study of Employee Benefits Trends Speaker: Dr. Ron Leopold The 9th annual MetLife Study of Employee Benefits Trends, releasing in March 2011, will offer a fresh, comprehensive, and thoughtful picture of the U.S. benefits landscape. It reflects MetLife’s long-standing commitment to providing executives, benefits professionals, brokers, and consultants with the latest knowledge and insights to maximize the effectiveness of employee benefit plans. |
 2:45pm–3:45pm – Voluntary benefit strategies in a recovering economy Speakers: Richard Carrano and Elizabeth Halkos In a recovering economy, many employers are looking for ways to keep their employees satisfied without adding costs to their organization. This new benefits landscape presents both challenges and opportunities for brokers. Offering non-traditional voluntary benefits can allow companies to differentiate their employee benefit packages and provide new revenue streams for producers, if approached the right way. This session will cover:
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4:00pm–5:00pm – Top 5 HSA myths Speaker: Duncan Van Dusen In 2011, US employers will miss out on over $1 billion in tax breaks due to under-use of HSAs by already eligible employees. Meanwhile, HSA-eligible employees will overpay $4 billion in taxes. Recapturing these lost taxes represents a huge opportunity to cut costs and increase satisfaction with consumer-directed health plans – and in many cases, it can be done retroactively. Come learn how to get your clients past 7 big HSA myths and unlock billions of dollars of tax savings for them. |
4:00pm–5:00pm – The wrong and right of worksite Speaker: Jim Christenson Jon Stewart has got nothing on Jim as he points the way through change. It time to clear out the old and bring in the new as the latest theories and practices are scrutinized. What will the next 5 years look like? |
4:00pm–5:00pm – Self funding in the wake of reform Speaker: Sam Fleet Sam Fleet talks about why there’s an increasing number of employers who are choosing to self-fund in the wake of health care reform, and how this can be seen as an opportunity for brokers. He’ll address what it takes for a client to move from fully-insured to self-funded, as well as strategies to protect self-funded plans once they’re in place. |
4:00pm–5:00pm – How will reform affect your bottom line Speaker: Bob Gaydos The workshop will focus on how Health Care Reform affects industries differently. Do you pay the penalty, drop the plan, and send your employees to the exchange? Or does your company continue to play in the benefits market and just make adjustments to the benefit package? Case studies will be provided outlining various scenarios for discussion. |
Thursday, April 7, 2011 |
| Time/Session Details |
2:15pm–3:15pm – Making the Connection Between Benefits Automation, Communication, and Market Leadership: A Broker Roadmap Speaker: Ja’Nene Kane, President & COO, benefitsCONNECT In challenging times, people look for vision and leadership. This session will show how brokers can establish and assert thought and market leadership by harnessing automation technology to dramatically improve benefits delivery–from the way benefits are communicated to the way they’re administered. Attendees will learn how they can use both technology and new communications channels to elevate themselves above a competitive market and improve operational efficiencies that lower overhead. |
2:15pm–3:15pm – Ten ways worksite’s different from group Speaker: Peggy Hayes Understanding the difference will help you to avoid potential pitfalls when entering the Worksite arena. Many group benefits brokers unnecessarily fear the Voluntary market, even as they understand that Worksite is likely the key to any future profitability under the recently enacted Health Care Reform legislation. Being armed with the proper tools to understand the difference between group and voluntary, benefits brokers can learn to successfully merge worksite into their existing business practice. It’s not just a matter of “who pays the premium” – the difference goes much deeper. |
2:15pm–3:15pm – Happy birthday, health care reform Speaker: Roger Abramson The health care reform law is one year old. This presentation will look at how the law has already evolved since its passage, and will explain why future changes are inevitable due to how the legislation is constructed. The audience will gain insight into what parts of the law will likely change or disappear while learning strategies for how to adapt and capitalize based on the most likely scenario for the law’s gradual evolution. |
2:15pm–3:15pm – Disability benefits insights Speakers: Lisa Karam and Tracy Shaw What are employers are offering in Group Long Term Disability plans, what kind of compensation is covered, how variable compensation is treated within the GLTD plan, and how plans are designed for high earners, are most companies offering additional DI coverage through buy-ups or supplement offers? Find out about plan design, eligibility, gaps and shortfalls, particularly for executives. Learn first-hand the results of The American College Disability Benefits Study. We’ll also offer insight on whether employers are satisfied with their plans or planning changes. |
3:30pm–4:30pm – Drive non-insurance revenue Speaker: Mike Smith Do you have a cost containment option to minimize the impact of the increasing healthcare expenses? A solution for your toolkit that will not shift costs to your employees!2010 brought about healthcare reform which expanded coverage requirements but did not reduce costs, especially for employers. In the coming year most employers will be looking for ways to curb the roughly 9 percent increase that they are facing in their health plan expense. As they turn to their consultants and brokers for cost containment strategies and solutions, what options will they consider? A key solution that remains one of the top three cost containment tools available to employers and that delivers a compelling and measurable ROI is the verification of dependents. Unnecessary expenditures continue to waste millions of dollars every year and there is a clear solution for addressing this critical issue. Join us for an informative session where we will outline and share case examples relating to:
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3:30pm–4:30pm – Solving the Enrollment Puzzle Speaker: Marty Traynor The enrollment process is a key element to the success of any voluntary program. Making sure employers understand the process as well as the product will ensure all eligible employees are seen in the right place at the right time, and receiving the right message – these are all essential pieces to the enrollment puzzle. This presentation will provide information on how to make enrollment a beneficial experience for both the employer and the employee. The presentation will include examples of successful techniques. |
3:30pm–4:30pm – EAP Live it – Learn it – Sell it!! Speakers: Maureen Gleason, Bobbie Harris and Carol Pinkerton The American Society for Training and Development revealed that employers allocated over $45 billion to external services such as workshops, vendors and external training events in 2009. The best Employee Assistance Programs recognized the opportunity to expand their offerings beyond basic counseling services and now offer a wide variety of training programs. But don’t take our word for it: this session is intended to let you experience the kind of training a high quality EAP can provide. So join American Behavioral for Team Building. Wear comfortable clothes and be prepared to learn a lot about yourself—while getting a good laugh too! This is the type of service your clients are looking for. . . and now you know where to find it. |
3:30pm–4:30pm – CDHC plan design under health care reform Speaker: Sharon Alt As the new 105(h) non-discrimination rules and other provisions of PPACA change the landscape of benefit plan design we will explore the new rules, how to comply, and advise your clients on new healthcare plan design. |
Friday, April 8, 2011 |
| Time/Session Details |
9:30am–10:30am – Is there an expert in the house? How to Become a Known Expert in Your Industry – Shelly Plemons Speaker: Shelly Plemons Being an expert in regards to your industry and industry trends always position you steps ahead of your competition while equipping you with the expertise to better inform your clients regarding buying decisions. The point is to become “known” as someone in the industry who can be counted on as a resource to those seeking information on your type of product or service. Participants learn the keys to gathering industry knowledge and the techniques of using this knowledge to gain a loyal client base. You will learn how to:
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9:30am–10:30am – Evolution of benefits selling… Speaker: Jay Butcher Will you survive or become extinct when Payroll technology and PPACA change our world? This session will discuss the inevitable convergence of Insurance and Payroll….payroll companies WILL BE huge players in the benefits industry within 2-5 years. The trend of employers wanting to manage as many benefits as possible under one roof How payroll companies have a significant advantage when it comes to Benefits Admin, Worksite billing and Compliance. |
9:30am–10:30am – Outside of the Box Wellness Speaker: Brian Passon If a wellness program comes prepackaged and off-the-shelf…Put it Back. Much like processed foods from vending machines, they may be a quick fix, but provide little long-term nourishment or benefits.Wellness or Health & Productivity Programs are strategies that many organizations are implementing to control costs and boost productivity. However, much like any other business strategy, wellness programs must meet the unique work environment of each organization while providing the foundational components to enhance success. This session will present how to build a quality foundation for a wellness program and illustrate to brokers, agents and other professionals how to use their experience and knowledge to either directly develop or work cooperatively with vendors to create an “Out of the Box” wellness program that provides the greatest opportunity for clients to experience the Value of Investment in wellness and further see the Value of their Benefits Professional. |
9:30am–10:30am – Have you talked to HR lately? Speaker: Trisha Zulic |
2011 Education Sessions
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