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 CONFERENCE AGENDA
Wednesday, November 01, 2006
 Pre-Conference Workshop: How to Develop Strategic Alliances Between Banks and Insurance Companies 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. 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 James Purcell Principal Plan Service Providers, LLC President Georgia Healthcare Leadership Council Kirsten Trusko CDH Leader BearingPoint Consulting
Thursday, November 02, 2006
Registration and Continental Breakfast 8:45 AM - 9:30 AM Keynote: Consumer-Driven Health Care: What's Next on the Horizon? The largest service industry in the United States is undergoing a massive transformation that will release both providers and consumers from the strictures of managed care. How will this transformation affect you as a user, payer, or provider of health care? What can you do to help it along? Professor Herzlinger will answer these questions in her presentation. Regina E. Herzlinger Nancy R. McPherson Professor of Business Administration Harvard Business School 9:30 AM - 10:15 AM Financial Institutions as the Ultimate Winner in HSAs With financial institutions already ahead of the game in customer service and asset management capabilities, HSAs offer another explosive opportunity to increase revenue growth and multi-product sales potential, form partnerships with the insurance industry and explore retail customer acquisitions. Hear from national, specialty, local and investment institutions as they share their experiences with HSA trends and growth and get their perspectives on the future. Find out how to capitalize on your institution's strengths with this new product offering. Larry Deegan HSA Administrator American Chartered Bank Jeff Seglem Program Manager Vanguard June St. John SVP and Product Manager of HSAs Wachovia Bank 10:15 AM - 10:45 AM Refreshment Break 10:45 AM - 11:30 AM Financial Intitutions: Market Growth, Opportunities and Trends HSAs offer banks an opening to draw $94 billion in new deposits by 2010. Further, these accounts enable the cross selling of other offerings, building new relationships and capturing other opportunities. A look at what consumers are saying about choosing custodians, setting up accounts, and planned usage. A short-term analysis of what will happen in 2007 and beyond. Which banks will be the winners and why. JoAnn Laing President Information Strategies, Inc. 11:30 AM - 12:15 PM Ensuring Customer Satisfaction In this presentation, Nathaniel Brinn, CEO, HSA Bank, will cover the following topics: Identifying your customer: The accountholder is not your only customer; the role of education in the customer experience; what expectations do customers have for an HSA provider? How an integrated approach improves the customer experience; and best practices for providing superior customer service. Nathaniel C. Brinn CEO HSA Bank 12:15 PM - 1:45 PM Lunch 1:45 PM - 2:30 PM Making It All Work: Payment Solutions As the world turns cashless, more and more healthcare offices are accepting cards as payment, making plastic dominant in the HSA marketplace. Consumers now have options to open HSAs tied to debit/prepaid and credit cards, as well choose traditional checking accounts. Explore the advantages of each payment option with the experts from card-issuing banks and credit card companies to determine which option is right for your institution to offer it's customers. Ryan Julian Senior Manager, Emerging Markets Discover Financial Services, LLC Matthew Lanford VP, Prepaid Healthcare MasterCard Worldwide Stacy Pourfallah VP, Prepaid Healthcare Products VISA USA John Reynolds Metavante 2:30 PM - 3:00 PM Refreshment Break 3:00 PM - 4:00 PM Regulatory, Legal and Compliance Update Join Ashley Gillihan and Craig Keohan as they discusses legal traps and pitfalls that each employer, plan sponsor, administrator, insurer and HSA custodian should be aware of regarding consumer-driven health care plans such as health reimbursement arrangements and HSAs. The topics include: plan design issues; ERISA application; prohibited transaction issues; discrimination issues; and reimbursement issues. Ashley Gillihan Partner Alston & Bird, LLP E. Craig Keohan President First Horizon MSaver, Inc. Chairman American Bankers Association, HSA Council 4:00 PM - 4:45 AM Effective Marketing and Sales Strategies with Health Plan Providers, Brokers/Agents and Consultants This session will present effective ways to market your Health Savings Account services by integrating your sales and marketing strategies with employers and their human resource departments, carriers, brokers, payroll providers, third party administrators, and Health Savings Accounts banks. James L. Hogg, RHU, REBC, PAHM VP, Sales Executive, Health Benefit Services Wells Fargo Ric Turnquist VP, Technical Sales Consulting, Health Benefit Services Wells Fargo 4:45 PM - 5:30 PM Succeed Through Target Marketing There are several key audience segments within the HSA marketplace that can be profitably mined by banks to maximize marketing dollars. Attention will be paid to what these segments are; how an consumer views the process of choosing a custodian; when and through which channels consumers act; and messages that work best for financial institutions. Donald P. Mazzella COO & Publisher Information Strategies, Inc., HSA Finder.com 5:30 PM - 6:45 PM Reception
Friday, November 03, 2006
Continental Breakfast 9:00 AM - 9:45 AM The Retail HSA Bank of America is a front-runner in the HSA industry. Come hear from the experts on their strategies on offering its retail HSA product, allowing the company to leverage its strengths in product development, marketing and servicing to provide an additional financial solution to consumers. Justin Raniszeski SVP and Benefits Solutions Product Executive Bank of America 9:45 AM - 10:30 AM How to Simplify the HSA Product for the Consumer With bank employees rapidly becoming the "first contact" in the HSA process, it is important that they know as much as possible about both the healthcare and financial aspects of these vehicles. How they can be educated not only to open accounts but to develop a strong relationship with depositors is the focus of this session. Panelists will discuss their experiences; provide tips on how to best provide the needed information and strategies for cross selling other products. Real life examples and suggestions based on their experiences will be offered. Phil Micali President and CEO B Well International Deborah Stewart President Finity Communications, Inc. William J. Thomas CLU, EVP The PerfectHealth Insurance Company James Yocum Senior Vice President DesintationRx 10:30 AM - 11:00 AM Refreshment Break 11:00 AM - 11:45 AM First-Hand Experience: The Employer's Perspective Health insurance premiums have skyrocketed over the last few years for employers and employees with projected costs tipping the scales. Find out the decision making process of EOS Airlines, a single class premium airline, and hear the reasons why they offered HSAs to its employees and follow their thinking process in choosing the right insurance company and financial institution to meet their specific needs. Pam Armstrong Vice President of Benefits Administration EOS Airlines 11:45 AM - 12:30 PM Key Strategies for Financial Institution-Readiness James Knight will discuss the following strategies to insure your institution is on-track with the latest HSA trends:
James (Jim) Knight Chairman First Pacific Bank of California CEO Consumer Directed Health Care 12:00 PM Conference Concludes |
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