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PRE-CONFERENCE WORKSHOP

Pre-Conference Workshop: How to Develop Strategic Alliances Between Banks and Insurance Companies

November 1, 2006
3:00 PM - 5:00 PM

Between March 2005 and January 2006, participation in HSA qualified high deductible plans tripled to 3.2 million. 70,000 new HSA accounts are being established every month at high deductible premiums 20% - 30% lower than non-HDHP plans (AHIP 2006 survey). Come hear how banks, financial institutions and insurers offering high deductible health plans can foster relationships with each other to make administration seamless and friendly to employers and account holders.

This workshop will provide an industry overview by Plan Service Providers, LLC and BearingPoint Consulting. A panel discussion of various financial institutions, insurers and interface providers led by Bank of America will then describe how a relatively seamless HSA, HRA and FSA transactional environment can be developed.

You can’t miss expert testimony about essential strategic alliances from TWO of the LARGEST BANKS/CREDIT CARD ISSUERS at the HSA Pre-conference Workshop.


PRE-CONFERENCE SPEAKERS

James Dean
CDH Leader
BearingPoint Consulting

Steven Gerst, MD
CEO
Plan Service Providers, LLC

C. Thomas Joseph
SVP and Business Development Executive
Bank of America

David Josephs
VP and Head, Cosumer Directed Health Care
JP Morgan Chase

James (Jim) Ludwig
Plan Service Providers, LLC

Kirsten Trusko
CDH Leader
BearingPoint Consulting

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