Conference Agenda
Track Sessions
Sunday, September 21, 2008
Monday, September 22, 2008
Tuesday, September 23, 2008
Sunday, September 21, 2008
1:00 PM
Registration Opens
Sponsored by

Pre-Conference Workshops
Increase your Benefits IQ by attending one of the optional pre-conference workshops. These in-depth comprehensive seminars will give you practical solutions to the complex task of making the right choice for your employees.
2:00 PM - 4:15 PM
Pre-Conference Workshop 1
Blogs and Social Networking as New Communications Formats
- Getting your benefits blog up and running: Branding, content, features
- Tips for establishing a targeted online social network
- Evaluating Facebook, MySpace, LinkedIn and other Web sites
- Avoiding pitfalls with new communications techniques
- Using social networking in your own career
Ken Groh
Vice President
Aon Consulting
2:00 PM - 4:15 PM
Pre-Conference Workshop 2
How to Create a Successful Wellness Program
- Initial building blocks for a successful program
- Metrics that tell you how well your plan is working
- How to engage workers with the best programs and incentives
- Plan differences among small, midsize, and large companies
- Nurse lines, online health management and predictive modeling
Janet Bruno, M.D.
Medical Director
Optum Health
Jennifer Hidding
Director of Interactive Health Management of Consumer Solutions
OptumHealth
BENEFITS UNIVERSITY
An essential curriculum for newcomers to the benefits profession and those who want to advance in it. Benefits University is an Educational Program designed to cover both the basics of benefits management and advanced topics that are essential to continued professional development. Participants in Benefits University will receive Continuing Education Units (CEUs) awarded by Employee Benefit News, an authorized provider recognized by the International Association of Continuing Education and Training.
2:00 PM - 3:00 PM
Benefits University 1
Introduction to Health Cost Management Strategies
- The growing crisis in health care access and affordability
- How to engage workers through wellness programs and incentives
- Using FSAs, HRAs and HSAs effectively
- The importance of defining the right employee benefit communications strategy
- What's next after "consumer-driven" health care benefits?
Christopher Matthews
Senior Health Consultant, Vice President
Segal
3:15 PM - 4:15 PM
Benefits University 2
Legal and Regulatory Update on Health Benefits
- Defined contribution approaches to individual health policies
- HIPAA and other compliance requirements for disease management and wellness programs
- The latest from the IRS on HSAs, consumer-driven health plans, cafeteria plans, and health benefits cards
- State health reform initiatives
- New DOL fee disclosure and Form 5500 requirements
John Hickman
Partner
Alston & Bird LLP
4:30 PM
Conference Welcome
i-COMM Awards Ceremony and Opening Keynote Session: America's Health Agenda: What's Next for Health Care Reform?
The winners of the i-COMM Awards will be announced. After the ceremony, Morton Kondracke will give a keynote on how the next Administration and Congress may make major changes in the way health care is provided and paid for in this country. Following that, he will moderate a discussion on the impact of health care reform with representatives from Aetna, the Commonwealth Fund, and the US Chamber of Commerce.

Morton Kondracke
Executive Editor
Roll Call
Host:
David Albertson
Editorial Director, Employee Benefits Group
SourceMedia
Panel Members:
Sara R. Collins, Ph.D.
Assistant Vice President
The Commonwealth Fund
Katie Strong
Director, Congressional & Public Affairs
U.S. Chamber of Commerce
Elease E. Wright
Senior Vice President - Human Resources
Aetna, Inc.
5:30 PM - 7:00 PM
Welcome Reception in Exhibit Hall
Sponsored by
7:15 PM - 9:00 PM
Dinner Party by the Gaylord Pool Deck
Sponsored by

Monday, September 22, 2008
7:15 AM
Registration Opens
Sponsored by
8:15 AM
Keynote and Benny Awards Presentation
Sponsored by
Host:
David Albertson
Editorial Director, Employee Benefits Group
SourceMedia
8:15 AM
Saving Lives & Saving Money: Transforming Health Care in the 21st Century

Newt Gingrich
Founder
Center for Health Transformation
9:30 AM
Exhibit Hall Opens
Refreshment Break
Breakout Sessions 11:00 AM - 11:55 AM
11:00 AM - 11:55 AM
Do You Need a Consultant or Broker?
- Deciding when you need outside benefits expertise
- Assessing potential performance: How to evaluate fees and services
- Benefit managers share how they selected brokers and consultants
Moderator:
Leah Shepherd
Managing Editor
Employee Benefit News
Speakers:
Bob Arnoff
President
Arnoff & Associates
Diane Flanders
Senior Director of Compensation and Benefits
Erickson Retirement Communities
Talin Spenjian
Assistant Director of Employment Policy and Practice
Research Foundation CUNY
Michael Vittoria
Vice President, Human Resources
Sperian Protection
11:00 AM - 11:55 AM
Leveraging Technology to Reduce Health Plan Risk and Save Costs
- Developing sustainable specialty pharmacy benefits
- Biotech drugs: effective use versus rising costs
- Case study: Effectively managing prevalent conditions
Keith Bruhnsen
Assistant Director, Benefits Office
University of Michigan
Dana Felthouse
President
Pharmacy Benefit Management Institute
11:00 AM - 11:55 AM
Maximize the Effectiveness of Your In-House FMLA Program
- Common FMLA "conflicts" in HR policies and procedures
- What to look for in tracking software
- Leveraging regulations to prevent FMLA abuse and overuse
Linda Southard
President
Work & Well
11:00 AM - 11:55 AM
Recession-Proof Your Benefits Package
- How economic conditions affect employee benefits
- Designing health and retirement plans with built-in recession triggers
- Communicating the impact of rising benefit costs to employees
George Lane
Senior Vice President and Employee Benefits Leader
Marsh
Philia Swam
Director, Health Benefits and Employee Insurance
Lafarge North America
11:00 AM - 11:55 AM
Tips and Trends in Implementing Wellness Plans
- Why employers care more than ever about health management
- Case study: How Dollar General's benefits department "sold" its wellness plan to its CFO
- Case study: The University of Alaska shares three years of results
Kristy Arciszewski
Director, Health and Productivity Practice
Buck Consultants
Mike Humphrey
Director of Benefits
University of Alaska
Chandra Matthews
Director of Benefits
Dollar General Corporation
Erika Van Flein
Benefits Administrator
University of Alaska
11:55 AM - 1:30 PM
Luncheon and Interaction in the Exhibit Hall
12:00 PM - 1:30 PM
Industry Innovation Session
Healthy Vision and Healthy Bottom Lines
The IIS is taking place in Annapolis 2 Room.
Sponsored by

1:30 PM - 2:25 PM
Peer-Driven Working Networking Sessions
Choose from five sessions, moderated by Employee Benefit News editors:
- Large companies: This session will focus on the employee benefit concerns of companies with 1,000 or more employees.
- Small & Mid-Size Companies: This session will focus on the employee benefit concerns of companies with up to 1,000 employees.
- Public sector organizations: This session will focus on the employee benefit concerns of companies in the public and government sectors.
- Non-profit organizations: This session will focus on the employee benefit concerns of non-profit and tax-exempt organizations.
- New benefit products: This session will focus on new and emerging employee benefit products for businesses of all sizes.
2:25 PM
Exhibit Hall Closes
Breakout Sessions 2:35 PM - 3:30 PM
2:35 PM - 3:30 PM
401(k) Auto Enrollment: Early Results and Impact
- Case study: Nationwide implements auto enrollment
- Results: Participation, deferral rates and worker preparedness
- Current and proposed 401(k) auto enrollment regulations
Jack Towarnicky
Associate Vice President, Benefits Planning
Nationwide
Gretchen Young
Vice President, Government Affairs
Aon Consulting
2:35 PM - 3:30 PM
Building a Culture of Health across the Company
- A multi-year strategy to build health awareness
- How to integrate multiple health management programs into a single approach
- Case study: Intel's "Health for Life" program goes global
Tami Graham
Global Benefits Manager
Intel Corporation
2:35 PM - 3:30 PM
Keys to Effective Employee Communication
- Equating your company's values with its benefits
- Ensuring clarity and consistency in communications
- Case study: Harris Teeter's methodology for benefits enrollment
Ron Kleiman
President
BenefitVision
Kerry Simmons
Benefits Manager
Harris Teeter
2:35 PM - 3:30 PM
Supplemental Benefits and Collaborative Health Management
- Window on overall health: Clues from your employees' eyes and teeth
- Ensuring quality physician care and effective data sharing
- How to build better employee education - and lower costs
Maxwell Anderson
Delta Dental
National Dental Consultant
Warren Laird
Senior Account Executive, Managed Care
VSP Vision Care
2:35 PM - 3:30 PM
Value-Based Design Strategies for Your Benefits Plan
- Early results: Are value-based benefit designs working?
- How technology can shorten the value-based timeline to an effective ROI
- Deciding if a value-based approach is right for your company
Greg Judd
Director
Center for Health Value Innovation
Breakout Sessions 3:40 PM - 4:35 PM
3:40 PM - 4:35 PM
Beyond Insurance: A Plethora of Voluntary Benefits
- How to get creative with supplemental benefits
- Where to find the best providers and brokers of non-insurance benefits
- Software solutions for managing worksite benefits
Jack Kwicien
Registered Investment Advisor and Managing Partner
Daymark Advisors
Lee Warner
Chairman & Chief Executive Officer
The L. Warner Companies
3:40 PM - 4:35 PM
Big Benefits for Small Companies
- How to maximize benefits with little money and support
- Choose business partners that manage your plans for you
- Tips for selecting the most effective small-company programs
Emily Taub
Human Resources Generalist
GFX International
3:40 PM - 4:35 PM
Legislative and Regulatory Update for Employee Benefit Plans
- The latest developments in benefit plan compliance
- State and federal legislation and mandates that affect health plans
- New twists on HIPAA, cafeteria plans, FSAs - and more
David Uyemura
Owner and Principal
Regulatory Compliance Resources
3:40 PM - 4:35 PM
On-Site Clinics and Reducing Health Care Costs
- How on-site care improves medical outcomes among high-risk workers
- Case study: Regis Corporation achieves 75% engagement rate
- Case study: San Benito ISD promotes better health through primary care
Robert Brown
Wellness Program Administrator
Regis Corporation
David Demers
Director of Strategic Planning
Marathon Health
Janie Gonzalez
Director of Risk Management
San Benito ISD
Brian Kersh
Vice President
Free First Healthcare Clinics
3:40 PM - 4:35 PM
The New CDH: Compliance-Driven Health
- The failure of the consumer-driven health care movement
- Why improving patient compliance is critical to improving health
- Successful health risk identification and management
Aaron Davis
NextLogical Benefit Strategies
Founder and President
Ashley Long
Senior Vice President of Human Resources
Symphony Health Services
Breakout Sessions 4:45 PM - 5:40 PM
4:45 PM - 5:40 PM
Boost Participation through Online Enrollment
- How to dramatically increase benefit plan participation
- Tackling issues of communication, Internet access and carrier cooperation
- Case study: National HealthCare gets 75% of its 12,000 workers to enroll online
Donna Miller
Director, Partner Insurance
National HealthCare Corporation
Brent Watkins
President
Pancoast Benefits
4:45 PM - 5:40 PM
Disease Management for Skeptics
- How to interpret conflicting data about the value of disease management
- Preparing a business case for implementing disease management
- Case study: Con-way's benefits create value after only one year
Sara Hart
Director, Corporate Pensions and Benefits
Con-way
Steven Halpern, M.D.
Senior Medical Executive
Cigna HealthCare
4:45 PM - 5:40 PM
Mitigating the Financial Risk in Your Health Plans
- Assessing your company's exposure to catastrophic health claims
- Risk management strategies that help control costs
- Case study: Barksdale engages employees to create a culture of health
Christopher Coulter, M.D.
Chief Medical Officer
Precept
C. J. Valentine
Director of Human Resources
Barksdale (A division of Crane Co.)
4:45 PM - 5:40 PM
Teaching Employees How to Manage Money
- Why workers are so unprepared for life's financial "curveballs"
- The impact of their money problems on your bottom line
- Easy ways your employees can retire as millionaires
George Campbell
Senior Corporate Trainer
Dave Ramsey's Financial Peace
4:45 PM - 5:40 PM
Why It's Smart to Offer Family Friendly Benefits
- The best benefits for working parents
- Flextime and childcare policies for any company's budget
- Tips on implementing an adoption benefits policy
Carrie Boerio
Adoption-Friendly Workplace Manager
Dave Thomas Foundation for Adoption
Karen Hamilton
Manager, Benefits Administration
Wendy's International
Ariane Hegewisch
Senior Research Associate
Institute for Women's Policy Research
7:00 PM
Reception at the International Spy Museum
* Free to conference attendees. Additional fee for exhibit hall only attendees.
Sponsored by:

Tuesday, September 23, 2008
7:30 AM - 8:30 AM
Registration Opens
Sponsored by

8:30 AM
Keynote Panel
Benefit Practices at the "Best Companies to Work For" in America
Moderator:
Kelley Butler
Editor
Employee Benefit News
PANELISTS:
![]() Nancy Astorga Vice President, Compensation and Benefits Navy Federal Credit Union |
![]() Terri Nicholaou Francino Global Benefits Leader W.L. Gore & Associates |
![]() Lee Johnston Executive Vice President of Human Resources Holder Construction |
9:30 AM
Exhibit Hall Opens | Refreshment Break
Breakout Sessions 10:30 AM - 11:25 AM
10:30 AM - 11:25 AM
All About the New 403(b) Plans
- Summary of final regulations taking effect in January
- How the decline of traditional pensions affects 403(b) plans
- Case study: New York Presbyterian Hospital updates its plan
Alan Vorchheimer
Principal
Buck Consultants
10:30 AM - 11:25 AM
Best Practices in Managing Absence and Total Population Health
- Key steps in integrating disability and absence management
- Applying the best practices for success
- Case studies: Employers hold down disability and absenteeism costs
Robin Foust
Owner, President, and Health Management Specialist
Zoe Consulting
10:30 AM - 11:25 AM
Legal Compliance in Wellness Plan Design
- Understanding HIPAA non-discrimination rules
- How to ensure that health plan incentives comply with income tax rules
- Grappling with ADA participation mandates
Susan Relland
Of Counsel
Miller & Chevalier
10:30 AM - 11:25 AM
Medical Tourism and Your Benefits Strategy
- Early adopters: health care companies, employers and offshore care
- The real cost savings: surgery abroad
- How to avoid the legal pitfalls of medical tourism
Jonathan Edelheit
President
Medical Tourism Association
Renee-Marie Stephano
COO and General Counsel
Medial Tourism Association
10:30 AM - 11:25 AM
Productivity, Your Company and Behavioral Health
- The bottom-line impact of depression and stress among workers
- Insights from a four-year study of 18,000 disability claims
- Case study: Reed Elsevier reduces behavioral health impairments
Michael Millott
Welfare Plans Benefits Manager
Reed Elsevier
Kenneth Mitchell
Vice President, Health and Productivity
Unum
Breakout Sessions 11:35 AM - 12:30 PM
11:35 AM - 12:30 PM
Improving Prescription Drug Benefit Management
- Strategies for building a more effective Rx benefit plan
- Controlling costs while improving future outcomes
- Case study: One companys step-by-step approach
Kay Curling
Vice President, Human Resources (Compensation, Benefits and HRIS)
SI International, Inc.
Michael Medel
Pharmacy Benefit Consultant
Pharmaceutical Strategies Group
11:35 AM - 12:30 PM
Incentives that Work: Motivating Employees to Live Healthy Lives
- Best practices in building a successful wellness program
- Engaging high- and low-risk employees and their dependents
- Rewards that motivate: iPods, TVs and vacation packages
Melissa Ann Lesley
Program Leader - Global Benefits
Lenovo United States
Don Powell
President and CEO
American Institute for Preventive Medicine
Stuart Slutzky
Chief Marketing Officer
Vitality
11:35 AM - 12:30 PM
Leveraging Technology to Reduce Health Plan Risk and Save Costs
Wendy Jacob
Benefits Consultant
UHY Advisors
Sreedhar Potarazu
President and CEO
VitalSpring Technologies
11:35 AM - 12:30 PM
Proven Strategies to Manage Obesity
- How diabetes and obesity are contributing to rising health care costs
- Cognitive behavioral therapy that keeps employees fit
- Case study: Indiana employees log 65 million steps in "Pikes Peak Challenge"
Jenny Hapgood
Senior Product Manager
Free & Clear
Andy Scott
Human Resources Manager
Health and Hospital Corporation of Marion County, Indiana
Hugh Straley, M.D.
President and Medical Director
Group Health Cooperative
11:35 AM - 12:30 PM
Voluntary Benefits that Meet Employee Needs
- The generations at work: Boomers, Gen Xers, and Gen Yers
- What different demographic groups require for voluntary benefits
- Case study: AOL's plan achieves high participation and worker satisfaction
Bill Brooks
CEO
Hyatt Legal Plans
Jessica Jimenez
Senior Benefits Consultant
AOL
12:30 PM - 1:30 PM
Lunch
Breakout Sessions 1:30 PM - 2:25 PM
1:30 PM - 2:25 PM
10 Tips to Cut Health Care Costs
- Simple ways to lower costs without cutting benefits
- Deciding when to reduce benefits or raise employee contributions
- Long-term strategies for managing health plan costs
Christopher Matthews
Senior Health Consultant, Vice President
Segal
1:30 PM - 2:25 PM
401(k) Fee Disclosure: Are You Ready?
- Understanding the DOL's fee disclosure regulations
- How regulations would affect plan sponsors
- Tips for ensuring plan fees are competitive - and defensible
Wayne Bogosian
President and Managing Director
PFE Advisors
Michael Crowley
Associate General Counsel
National Futures Association
1:30 PM - 2:25 PM
Avoiding COBRA Pitfalls
- Up-to-date briefing on COBRA regulations
- Why more than 90% of employers are out of COBRA compliance
- Deciding whether to outsource your benefits administration
Ouida Peterson
Vice President of Education
Conexis
1:30 PM - 2:25 PM
How Web-Based Onboarding Engages New Hires and Speeds Productivity
- The business case for Web-based onboarding
- Benefits decision support as part of the onboarding process
- Keys to effective HR transformation
Chad Flynn
Director of Compensation & HR Technology
Hannaford Bros. Co.
Barry Maxon
Executive Vice President of Product Strategy
Enwisen
1:30 PM - 2:25 PM
Is Your Employee Satisfied with Your Health Plan Choice?
- What the insurance market's shift to a retail focus means for group benefits
- Exclusive survey shows what type of health plan consumers want
- The link between worker health care benefits and employee satisfaction
Jim Dougherty
Executive Director, Healthcare Division
J.D. Power and Associates
Breakout Sessions 2:35 PM - 3:30 PM
2:35 PM - 3:30 PM
Cutting Costs through Better Benefits Education
- Creating a consistent message in multiple locations
- Getting personal: Bilingual communications, one-on-one advice
- What your employees need to know in order to save benefit dollars
Greg Morano
CEO
Univers Workplace Benefits
Bethany Spurrier
Director of Benefits
Stewart & Stevenson
2:35 PM - 3:30 PM
New Solutions for Retiree Healthcare
- How cost trends and regulations impact retiree health plans
- How to provide affordable coverage to current - and future - retirees
- Defined contribution and individual market strategies
Joe Altman
Senior Vice President
United Healthcare
2:35 PM - 3:30 PM
What's Working and What's Not in High-Deductible Plans
- Market update on FSAs, HRAs and HSAs
- Success stories: Employers save costs and keep workers happy
- Avoiding pitfalls in your high-deductible plan design
John Hickman
Partner
Alston & Bird LLP
David Josephs
Managing Director
JPMorgan Chase




