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

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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

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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.

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1:30 PM - 2:25 PM

Peer-Driven Working Networking Sessions

Choose from five sessions, moderated by Employee Benefit News editors:

  1. Large companies: This session will focus on the employee benefit concerns of companies with 1,000 or more employees.
  2. Small & Mid-Size Companies: This session will focus on the employee benefit concerns of companies with up to 1,000 employees.
  3. Public sector organizations: This session will focus on the employee benefit concerns of companies in the public and government sectors.
  4. Non-profit organizations: This session will focus on the employee benefit concerns of non-profit and tax-exempt organizations.
  5. 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

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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

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