BenefitsPRO Broker Expo
 


Agenda


04/11/2017
7:00 am - 6:00 pmRegistration Open
9:00 am - 12:00 pmNAHU Pre-Conference Workshop: Benefits Technology Certification [More Info]
David Smith, Vice President, EbenConcepts
11:00 am - 12:00pmOpening Workshop: The ACA 2017 and Beyond – Post-Election [More Info]
John Haslinger, Vice President of Strategic Advisory Services, ADP
1:30 pm - 2:30 pmEducation TrackMotivation TrackAdministration TrackInnovation Track
Using a Health Savings Account to Build Long-Term Wealth [More Info]
Cris Ruiz, Vice President, UMB Healthcare Services
Agent Survival in a New Political Climate [More Info]
Ronnell Nolan, President & CEO, Health Agents for America (HEFA)
Private Exchanges Aren’t Working — Benefits Administration is Full Steam Ahead [More Info]
Frank Mengert, Director of Benefits Technology, ebenefit Marketplace
Conversations That Will Change Your Agency (Part 1 of Double Session Workshop) [More Info]
Kevin Trokey, Founding Partner and Coach, Q4intelligence
Wendy Keneipp, Partner & Coach, Q4intelligence
2:30 pm - 2:45 pmNetworking & Refreshment Break
2:45 pm - 3:45 pmEducation TrackMotivation TrackAdministration TrackInnovation Track
The Myths and Truths in Voluntary [More Info]
Nick Rockwell, Senior Consultant, Eastbridge Consulting Group
A Member’s Medical Journey: The Intersection of Medical, Voluntary, and Stop-Loss [More Info]
James Slotnick, AVP Broker Education, Sun Life Financial
How to Survive a DOL Audit [More Info]
Erika Medina, ERISA Counsel, USI Insurance Services
Evelyn King JD, Vice President - Compliance & Operations, ERISA Pros, LLC
Conversations That Will Change Your Agency (Part 2 of Double Session Workshop) [More Info]
Kevin Trokey, Founding Partner and Coach, Q4intelligence
Wendy Keneipp, Partner & Coach, Q4intelligence
4:00 pm - 5:00 pmOpening Keynote: The Future of Advanced Healthcare - Challenges & Opportunities [More Info]
Aaron Carroll, Director of the Center for Health Policy, Associate Dean for Research Mentoring & Professor of Pediatrics, Indiana University School of Medicine
5:00 pm - 7:30 pmWelcome Reception, Champagne Toast and Networking Party

04/12/2017
7:00 am - 6:30 pmRegistration Open
8:00am - 9:00am2017 Update on the Proposed Changes for the ERISA Form 5500: Workshop & Panel [More Info]
Eric Ryles, Vice President of Customer Solutions, ALM Intelligence
Lynda Taylor, Chief Operating Officer, Wrangle, LLC
8:30 am - 10:00 amBreakfast Focus Workshop: Sneak Peek - 2017 Aflac WorkForces Report Findings [More Info]
Billy Farmer, Regional Vice President, Aflac
9:00 am - 10:15 amBreakfast in Exhibit Hall
10:15 am - 11:00 amBroker of the Year Panel & Award Presentation [More Info]
Felipe Barganier, CEO, GAB International
Susan Combs PPACA, President, Combs & Company
Mark Gaunya, Principal & Chief Innovation Officer, Borislow Insurance
Justin White, Partner & Benefits Consultant, Brock and Spencer Benefits
Lisa Boucher, Vice President, Employee Benefits, Cross Insurance
11:00 am - 12:00 pmMorning Headline Keynote: Crossfire on Current Events and Today’s Divisive Political Landscape [More Info]
Nicolle Wallace, Best-Selling Author, GOP Strategist, Former White House Communications Director & Political Analyst, MSNBC
Bakari Sellers, Influential Attorney, Democratic Politician, Former Representative to South Carolina Legislature & Analyst, CNN
12:00 pm - 1:30 pmLunch in Exhibit Hall
1:30 pm - 2:30 pmAfternoon Headline Keynote: The NeuroScience of Change [More Info]
Britt Andreatta, Chief Learning Officer; Expert on Brain Science & Learning; Author of "Wired to Grow" & "Wired to Resist", Lynda.com, a LinkedIn Company
2:45 pm - 3:45 pmEducation TrackMotivation TrackAdministration TrackInnovation Track
President Trump and the Future of Health Benefits [More Info]
Brian Robertson, Executive Vice President, Fringe Benefit Group
Suzanne Spradley, SVP, Associate General Counsel & Chief Compliance Officer, NFP Corporation
Joel White, President, Council for Affordable Health Coverage
Cheryl Matochik, Senior Vice President of Strategic Resources & Initiatives, The Council of Insurance Agents & Brokers
Broker Career Paths in the “New” World [More Info]
David Contorno, President, Lake Norman Benefits
Reed Smith, SVP, Practice Leader, Benefits, CoBiz Insurance
Taylor Lindsey, Vice President, Employee Benefit Consultants, Inc.
Developing an Internal & External Strategy to Efficiently Leverage Technology with Your Customers [More Info]
George Reese, Chief Executive Officer, Employee Navigator
Health Care Consumerism and the Impact of Digital [More Info]
Ann Mond Johnson, Healthcare Executive, Innovator & Founder
3:45 pm - 4:15 pmNetworking Break in Exhibit Hall featuring Book Signing with Britt Andreatta
4:15 pm - 5:15 pmEducation TrackMotivation TrackAdministration TrackInnovation Track
Gap Plans: Separating Fact from Fiction [More Info]
Peggy Hayes, Vice President, Sales and Business Development, American Public Life Insurance Company
Winning the Health Care Race — Group Discussions [More Info]
Reid Rasmussen, Co-Founder and President, freshbenies
The Power of Integration: Connecting Employee Benefits to Increase Engagement and Value [More Info]
Dr. Abbie Leibowitz, Chief Medical Officer, Founder, and President Emeritus, West's Health Advocate Solutions
Reshaping the Voluntary Benefits Conversation in a Post-ACA Environment [More Info]
Scott Mardis, Field Development Director, Kemper Benefits
5:15 pm - 6:45 pmCocktail Reception in Exhibition Hall

04/13/2017
8:30 am - 12:00 pmRegistration Open
9:00 am - 9:30 amContinental Breakfast
9:30 am - 10:30 amEducation TrackMotivation TrackAdministration TrackInnovation Track
Is Group LTC Insurance Dead? No — It’s Just Different! [More Info]
Steve Cain, Director Sales & Business Development, LTCI Partners
What's the Good News, Ladies? [More Info]
Susan Combs PPACA, President, Combs & Company
Kristen Brown, Financial Advisor, Prudential Financial
Patricia (Pat) Griffey, Risk Management Advisor, Healy Group
Susan Rider, Consultant, Employee Benefits & Human Capital Management, Gregory & Appel Insurance
Cheryl Hughes, Financial Planner, Lincoln Financial Advisors
Getting People to Pay Attention! Employee Benefit Communication Strategies [More Info]
Kim Buckey, Vice President of Client Services, DirectPath
The Next Generation Benefits Advisor — Building Your Infrastructure for Lasting Success [More Info]
Chad Schneider, Chief Sales Officer, Code SixFour
10:45 am - 12:00 pmClosing Keynote: News from The Hill [More Info]
Marcy Buckner, Vice President of Government Affairs, National Association of Health Underwriters (NAHU)