Conference Agenda
Wednesday, November 12, 2008
10:00 AM - 12:30 PM
Optional Pre-Conference Workshop
Beyond Banking: How to Deliver a Total Member Care Experience
HSA account holders expect and deserve total member care experience. This workshop will inspire attendees with new ideas of how to approach greater HSA adoption, improve delivery systems, enhance HSA related services and ultimately learn how to gain HSA market dominance, including tips on how to:
- Meet industry demand
- See beyond financial transactions
- Shift your mindset
- Bridging consumers and market share with technology
Pradeep Goel
CEO
Consumer Health Technologies
1:30 PM
Conference Begins
1:30 PM - 1:45 PM
Opening Remarks by Chairperson
Mark O'Leary
SVP, Business Development
TSYS Healthcare
1:45 PM - 2:30 PM
Keynote: The Impact of The Election on Healthcare
Just one week after the most-watched Presidential election in recent history, Roy Ramthun, "Mr. HSA," former White House advisor at the National Economic Council, and President of HSA Consulting Services, will recap the impact of the election on health savings accounts and give his predictions on their stability now and their future growth under the new Administration.
Roy Ramthun
President
HSA Consulting Services
2:30 PM - 3:15 PM
HSA Market Trends and Economics: A Look Inside The Banks
In this session, attendees will gain an inside look at the performance of HSA custodial banks. Going beyond accounts and balance growth statistics, this presentation will share bank performance metrics such as revenue and cost per account, offering attendees a way to benchmark their own portfolios. Insight of banks' HSA distribution strategies will also be shared, including ere and how HSA sales are sourced.
Red Gillen
Senior Analyst
Celent
3:15 PM - 3:45 PM
Networking Break
3:45 PM - 4:45 PM
Hedging Your Healthcare Product Strategy
Although HSAs receive the most press, they are only a slice of the entire health account opportunity. Significant revenue streams exist in fee-based income form other types of spending, saving and notional accounts. You can take advantage of the new trend in employer retirement offerings including VERBA Trusts, Retirement Medical Savings Accounts and HSAs. Learn how a regional and a jumbo bank made their healthcare product go-to-market decision based on a hedge strategy enabled by stewardship from ConnectYourCare.
Erin Cotey
Vice President
SunTrust Bank
J. Marc Palmer
CEO
ConnectYourCare
Douglas Whitney
Vice President, Treasury
Eastern Bank
4:45 PM - 5:30 PM
Brick and Mortar: Utilization of Your Branch Banking Systems
Michael Fontana
HCMA Consulting
Scott Stamps
HSA Coordinator
First Federal
5:30 PM - 6:30 PM
Opening Night Reception
Thursday, November 13, 2008
7:45 AM - 8:15 AM
Continental Breakfast with "Birds of a Feather" Features
8:15 AM - 8:30 AM
Day One Recap
8:30 AM - 9:15 AM
Healthcare Banking: A Market Driven Pay-Provider Model
This session will explore why building a relationship between FIs and healthcare are important to your overall business. To be discussed:
- Overview HSA Bank and BCBS SC partnership
- Market forces driving claims payment platform creation(large employer groups)
- What the future holds (ideas on improving claims payment platform) member can designate a non HSA account to partial or fully pay the claim
James Peterson
AVP, Business Development
HSA Bank
9:15 AM - 10:00 AM
Education Roundtable
The number one question banks and FIs need to ask themselves is how much they are willing to invest in both capital and people to educate their potential customers. This panel will discuss:
- Whose job is it to educate the consumer?
- How do you change the current the mindset of the consumer to accept HSAs?
Moderator:
Megan Morgan
Senior Product Manager, HSA Solutions
Wolters Kluwer Financial Services
Panelists:
Jill Kelly
Senior Vice President
The Bancorp Bank
James G. Knight, MD
CEO
Consumer Directed Health Care, Inc.
William West
President & CEO
First HSA
10:00 AM - 10:30 AM
Networking Break
10:30 AM - 11:15 AM
The Convergence of Banking and Health Care
The intersection of banking and health care provide an opportunity to drive inefficiency out of the revenue payment cycle while creating consumer stewardship with respect to personal consumer health care expenditures. In this session the ABA Council's Chairman will discuss:
- The council, its mission and efforts in Washington legislative arena and current/proposed legislation
- An example of what a bank is doing to address the revenue cycle and how bank applied technology could save millions of dollars for consumers and health plans
James Gandolfo
Senior Director & Vice President
PNC Global Investment Servicing
Chairman
American Bankers Association HSA Council
11:15 AM - 12:00 PM
Customer Profile with Sterling HSA
This panel of employers will discuss forces that drive employee adoption of HSAs and barriers that make adoption difficult.
Cora Tellez
President & CEO
Sterling HSA
12:00 PM - 12:45 PM
Where is the HSA Market Going?
The main concern for Banks and FIs is growing their HSA accounts. This session will explore some different aspects on how to do that with building partnerships with companies; new technology on the horizon; as well as finding new demographics.
Devon Herrick, PhD
Senior Fellow
National Center for Policy Analysis
Jim Yocum
Executive Vice President
Destination Rx
12:45 PM - 1:15 PM
Turning Plastic Into Green: How Card-Based Systems are Evolutionizing the Healthcare Industry
This session will explore:
- Five steps to implementing a card program for account-based benefit plans
- Update on latest developments in self-substantiation (IIAS)
- Turning Plastic into Green - Increasing revenue and reducing healthcare costs through card-based systems
- Turning Plastic into Green - how the reduction of paper transactions and movement toward card-based payment and claims adjudication has a positive impact on the environment
Kim Darling
CEO
Competitive Health
Mark O'Leary
SVP, Business Development
TSYS Healthcare
Craig Keohan
President & CEO
First Horizon mSaver