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Attend all general and workshop sessions and earn up to 15 CPE (for CPAs) credits.

Attend the pre-conference workshop and earn an additional three.

Conference Workshops
A GRID for these workshops is available in PDF format.
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Monday

Tuesday

Wednesday

10:00 am11:00 am

10:15 am11:15 am

9:45 am10:45 am

11:15 am12:15 pm

1:45 pm2:45 pm

11:00 am12:00 pm

2:00 pm3:00 pm

3:15 pm4:15 pm

 

3:30 pm4:30 pm

   

Monday, 3:30 pm4:30 pm


16. Maximizing Enrollment and Optimizing Consumer Engagement and Contributions in HDHP/HSAs
D.F. Hoemke
HealthEquity, Inc.


17. Extended Definition of Dependent and Imputed Income Tax Ramifications
T. Gorskey
USI Consulting Group

18. Long Term Care Insurance: A Voluntary Benefit Enters the Mainstream
S. Hurley
John Hancock Long Term Care Insurance


19. Benefit Communications for a Diverse and Sometimes Disinterested Audience—A Success Story
M.B. Reynolds
Ohio Presbyterian Retirement Services


20. Designing Your Medical Plan to Align with Your Wellness Objectives
C.A. Mealey
Hilb Rogal & Hobbs


16. Maximizing Enrollment and Optimizing Consumer Engagement and Contributions in HDHP/HSAs
This session outlines a strategic approach to planning and implementing HDHPs and HSAs and provides a template for strategic and tactical planning. The issues to be discussed include: representative ambitions/measurable goals and objectives; typical planning and implementation timeline per marketing segment/group size; key benefit design and
financing considerations; pre-enrollment marketing communications and consumer education; engagement in enrollment and decision-making; and a post enrollment “After Action Review.”

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17. Extended Definition of Dependent and Imputed Income Tax Ramifications
Several states have amended the definition of “dependents” for medical plans so that the plans can now cover dependents beyond age 24. However, these amendments may not be consistent with the definition of dependents under IRC Code 152. Has your organization considered the tax implications that may result? This presentation explains how and
why the dependent status extension will generate imputed income for some employees and the requirement for employers and employees to pay payroll taxes on that imputed income. Learn how many employers are addressing this issue.

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18. Long Term Care Insurance: A Voluntary Benefit Enters the Mainstream
There have been many changes in the long term care insurance (LTCI) market, most notably, the popularity of the coverage as an employee benefit. This interactive discussion explores growing employer interest, plan design innovation and a study showing LTCI consumer trends. Other topics include the successful execution of plan transfers and upgrades and important employer considerations in carrier selection and plan design.
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19. Benefit Communications for a Diverse and Sometimes Disinterested Audience—A Success Story
Educating your employees on the company’s benefits can be a thankless job and a source of frustration, lost productivity and potential financial loss for all involved. And, if your audience is demographically diverse, this difficult task just gets tougher. This session presents one employer’s story on how it successfully uses a variety of communication tools and media to educate its diverse workforce on the intricacies of today’s benefit plans.
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20. Designing Your Medical Plan to Align with Your Wellness Objectives
What is a healthy employee worth? Do your benefit programs support your wellness initiative or stand in its way? If you have difficulty answering those questions, you’re not alone. Too often, health improvement strategy and benefit plan design occur separately, preventing both from maximizing results. If you've grown weary of trying to manage your benefit programs by shifting costs to employees, decreasing benefits and continually
shopping provider networks, this session offers an alternative. Discover how savvy employers are implementing the concepts of evidence-based medicine and value-based design to maximize the health of their workforce and contain health care costs.

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