Workshop Legend

  • Legal, Regulatory & Fiduciary Issues
  • Plan Design & Administration
  • Employee Communication & Education
  • Evaluating & Monitoring Your Plan & Vendors
  • Investment Management & Plan Funding
  • Wellness, Disease & Case Management
  • R: Retirement | H: Healthcare
Monday, May 4, 2020
9:45 am - 10:45 am

Are you 100% confident in the operation and ERISA compliance of your defined contribution plan? Increasing IRS audit activity makes this issue more important than ever. This presentation highlights the most common ERISA compliance issues that can affect even the most conscientious plan sponsors. Learn what to look for, what to avoid, when to seek assistance, and how to utilize the IRS self-correction methods to fix these common errors. FOR DC/401(k) AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Christian D. Hancey, J.D., Nixon Peabody LLP

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Everyone has a benefits communication plan, but is it really working? Learn how to design impactful communication material that inspires employees to engage with the plans. From creating practical, imaginative communications through a variety of mediums, developing an effective communication strategy, staying on budget, and avoiding communication missteps, join us for this positive and insightful workshop! FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Connie Dong, HumanGood

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

Our world has never witnessed a time of greater promise for improving human health. Many of today’s health advances that have stemmed from scientific medical discovery efforts are now poised to change the future of health and build a solid foundation for a more individualized approach to health care. While these new breakthroughs are incredibly life-saving, they are also expensive. Are our health & welfare plan designs keeping up? This energetic presentation highlights the changes happening right now and offers attendees some thought-provoking and challenging insight on how benefit plans can change in 2020 with the vision of precision medicine! FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Marybeth Gray, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Evaluating & Monitoring Your Plan & Vendors

In light of recent litigation and legislation, a central focus for plan sponsors has been benchmarking and documenting the cost of their retirement plan. While important, plan success is defined by more than just reasonable fees. Effective retirement programs have the ability to positively impact employees lives when done well. This session explores a variety of ways to measure the success of your plan and reconnects you to the reason you have a retirement plan at all. FOR DC/401(k), DB AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Dawn van Dyck, SWBC Retirement Plan Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

11:00 am - 12:00 pm

Consumer driven healthcare has continued to evolve, including the creation of two new types of HRAs, outlined in the guidance from the U.S. departments of Health and Human Services, Labor and the Treasury. In effect as of 1/1/20, Individual Coverage HRAs (ICHRAs) and Excepted Benefit HRAs (EBHRAs) have been added to the list of available account-based health plans. This session examines the key features of the new options, how they fit into the current landscape of HRAs, FSAs and HSAs and addresses issues you should consider for a sustainable health plan design for your company. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Kate U. Saracene, J.D., Katten

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

The selection of a QDIA has the potential to shape participants’ retirement outcomes in a way no single asset class investment decision can. This session examines how big data can help plan sponsors evaluate questions around ‘suitability’ and discusses how a deeper understanding of your participants can help drive decision making in both the accumulation and decumulation phases. FOR 401(k) PLANS. INTERMEDIATE.

Speakers:
Allen Hunter, J.P. Morgan Asset Management
Niles Monica, J.P. Morgan Asset Management

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Plan Design & Administration

With 10,000 baby boomers turning 65 each day and approximately one in four working past 65, it’s become ever more important for human resources to understand the rules, costs, and options around Medicare. This session provides an in-depth view of Medicare and how to utilize that knowledge in order to better assist employees, drive engagement, and reduce costs.

Speaker:
John Z. Luo, MD, Doctor's Choice

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

The dominance of target date funds (TDFs) in defined contribution retirement plans is unmistakable. By 2022, Cerulli Associates, Inc. projects that TDFs will attract 85% of contributions and constitute 50% of total plan assets. This means that a plan may unknowingly be using TDFs that could cause significant losses, i.e., $500,000 or more, right before a participant expects to retire — potentially causing a domino effect of delayed retirements, additional workforce costs, and significant litigation risk that can quickly add up to millions of dollars. In this session, learn how plan sponsors can recognize the consequences of their decisions before it’s too late to correct them. FOR 401(k) PLANS. INTERMEDIATE.

Speaker:
Brian Roberts, NFP

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Investment Management & Plan Funding

2:00 pm - 3:00 pm

This session will look at the most common fiduciary concerns that pension plan sponsors face, and give you concrete steps to improve your policies and procedures. No matter the state of your plan (open, closed, frozen) or how well funded it is, your plan fiduciaries need to understand the specific and unique pension plan items that they need to monitor. FOR DB PLANS. INTERMEDIATE.

Speakers:
Joe Anzalone, River and Mercantile Solutions
Lauren Meyer, River and Mercantile Solutions

Audience:
Defined benefit plans

Level:
Intermediate

Category:
Plan Design & Administration

Are your employee benefit programs working? Are you using the appropriate benchmarks and measuring the right things? This workshop helps you understand how to establish measurable goals and select the most appropriate metrics to determine the effectiveness of your benefit programs. Learn how to create metrics “dashboards” that measure results over time. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Robert J. Foley, Mutual of Omaha Insurance Company

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

In workplaces today, employee retirement and overall financial wellness programs rely heavily on oversimplified assumptions. The goal is to help employees reach better outcomes, but the truth is the programs aren’t incorporating the data that could significantly help individuals reach their desired outcomes. What could this mean for employer sponsored retirement plans as we know them? This interactive session will explore these concepts and how they can lead to real solutions for real problems. FOR 401(k) AND 403(b) PLANS. BASIC.

Speaker:
Kevin Murphy, Franklin Templeton Investments

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Basic

Category:
Employee Communication & Education

The challenges of managing healthcare benefits and corporate policies amidst the daily changes in drug legislation can be tricky. Discrepancies between state and federal laws provide little guidance to employers on how to effectively address topics like drug testing, medical and recreational marijuana, or opioid prevention. This session explores what’s happening in opioid management and drug legalization now – and what we, as employers, can do to set up our employees for success. We will review best practice approaches to implement practical solutions that prevent substance abuse, while promoting and enforcing a legally compliant, drug-free workplace. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Presented By:
Amanda O'Connell, Mutual of Omaha Insurance Company

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Wellness, Disease & Case Management

3:15 pm - 4:15 pm

One of the most central tasks for HR professionals is providing an attractive benefits package to employees. Retirement savings, pensions and health plans provide huge value to employees and prospective talent, but administering these benefits also comes with strong regulatory challenges. Employers that decide to act as retirement plan sponsors have several crucial responsibilities to keep in mind. In this workshop, learn specific ways plan sponsors get sued every day and the steps you can take to avoid this issue. Also discussed are your role as a plan sponsor, the importance of cybersecurity, and more. FOR 4O1(k), DB, AND 4O3(b) PLANS. INTERMEDIATE

Speaker:
Craig Dewey, Strategic Retirement Partners

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

This session explores the projected impact of specialty drugs and high cost generics on employer costs in 2020. Take part in an in-depth discussion about plan design features employers should consider to help manage future drug trends, including specific strategies for more effective diabetes and opioid management. You won’t want to miss this insightful session! FOR SELF-FUNDED PLANS. BASIC.

Speakers:
Gregory I. Madsen, Innovative Rx Strategies, LLC
Michael J. Staab, J.D., Innovative Rx Strategies, LLC

Audience:
Self-funded health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

Employers work hard to secure the best possible benefits and compensation for their employees, but without good communication, it can be difficult to get people to tune in. During this session, learn how to build a strong communication strategy to make sure your employees are engaged and stay up-to-date on their benefit plans. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Presented by University Conference Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

Plan and investment fees have become a battleground for investment managers and retirement plan providers. Prudent benchmarking can help you get the most out of your service providers. In this session, learn strategies for benchmarking your retirement plan against the industry, multiple providers and different investments. For plan sponsors, knowing if your fees are competitive and if you’re getting the best features for the price is a difficult task. Gain an understanding of what makes your plan competitive and how to negotiate a good fee arrangement with all of your providers. FOR DC/401(k) PLANS. INTERMEDIATE.

Speaker:
Presented by SageView Advisory Group

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

Tuesday, May 5, 2020
9:45 am - 10:45 am

Increasingly, employers have been adding or modifying employee wellness programs in an effort to control medical cost inflation. Wellness programs can take many forms, ranging from gym memberships and yoga classes to biometric screenings and tobacco testing. However, they must comply with complex and confusing regulations under numerous federal laws, including the Americans with Disabilities Act (ADA), Genetic Information Nondiscrimination Act (GINA), Health Insurance Portability and Accountability Act (HIPAA), and the Affordable Care Act (ACA), among others. Oftentimes, well-meaning employers will evolve their programs outside of the regulations and are forced to modify their wellness programs to comply. This session explains the legal requirements and how employers should design their wellness programs to ensure that they stay on the right side of the laws. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Kate U. Saracene, J.D., Katten

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Information overload and complex financial jargon can make it more challenging to reach and successfully engage your participants, but it also presents an opportunity to develop new ways to connect with people and show them the importance of saving and planning for a successful retirement. In this session, learn about innovative, unorthodox, impactful, and exciting ways plan sponsors can connect with their participants to help lower the anxiety about saving for retirement while driving better outcomes. FOR 401(k), DB, AND 403(b) PLANS. BASIC.

Speaker:
Jason Chepenik, Chepenik Financial

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Basic

Category:
Employee Communication & Education

Specialty drugs, biogenics, and bio-specifics make up only a small piece of prescribed drugs, but a large percent of most employers’ costs. Join experts from NFP’s Rx Solutions team to explore the future of this area and how employers can implement strategies to control their costs while still helping their employees. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
David Lee, NFP

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Evaluating & Monitoring Your Plan & Vendors

What is behind recent market performance? What will the impact be on your pension or defined contribution plan? In this session, Fidelity experts will examine how asset allocation and shifts in the business cycle can impact your multi-asset class investments in both pension portfolios and target date products. FOR DC/401(k) AND DB PLANS. INTERMEDIATE.

Speaker:
Presented by Fidelity Investments

Audience:
Defined contribution/401(k) plans, Defined benefit plans

Level:
Intermediate

Category:
Investment Management & Plan Funding

11:00 am - 12:00 pm

Managing disability accommodation requests in the workplace is no easy task, particularly in this age of ever-changing legal and regulatory obligations. Foundational knowledge, consistent business practices and routine assessment of corporate strategies can assist to ensure your teams remain compliant. Through case examples, trending topic discussions, process reviews, and best-practice applications, employers will learn to navigate the interactive process with ease. This session will provide realistic, budget-conscious, and practical solutions to assess the business value of accommodations in your workplace and ensure ADAAA compliance, and offer practical steps to create and leverage a more inclusive workplace for individuals with disabilities. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Presented By:
Amanda O'Connell, Mutual of Omaha Insurance Company

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Do you have guidelines for selecting/replacing committee members? What training do your committee members receive? Attend this session for take-home actionable ideas regarding how to tune up the practices and processes of your 401(k) committee. Appropriate actions could help to protect your committee members and ensure they understand their fiduciary responsibilities, their personal liability, and the prudent expert standard. FOR 401(k) PLANS. BASIC.

Speaker:
Patricia S. Beagle, Human Resources Consultant

Audience:
Defined contribution/401(k) plans

Level:
Basic

Category:
Plan Design & Administration

Helping employees with their financial problems leads to better profit margins and more loyal employees. Easier said than done, right? Wrong. Offering a financial EAP program might be just the low cost benefit option your firm has been seeking. In this session, learn how offering a comprehensive financial EAP can impact your employees stress levels, how to calculate the ROI on the program, and how a financial employee assistance program can help you stand out as an employer of choice. FOR 401(k) PLANS. INTERMEDIATE.

Speaker:
Presented by Strategic Retirement Partners

Audience:
403(b) plans, Self-funded health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

Looking for ways to curb healthcare costs is not a new task for many benefits professionals. Finding solutions that actually work often feels rarer than a unicorn sighting. In this session, explore four cutting edge trends employers are using to manage the high cost of medical coverage for their employees and their families. Hear a detailed discussion of value-based plan designs and how they can work for your plan. Walk away with a greater understanding of the current marketplace and factual examples and case studies showing real-world numbers and savings. Learn how to develop and use Narrow Networks and Centers of Excellence options. FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Marybeth Gray, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

2:00 pm - 3:00 pm

As a result of recent litigation and regulations, plan sponsors have a heightened awareness of their fiduciary responsibility surrounding retirement plan fees and how those fees are paid. In this session, hear about the legal requirements for allocating fees in retirement plans, the options available in the marketplace, and best practices for managing ERISA revenue credit accounts. FOR DC/401(k) AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Christian D. Hancey, J.D., Nixon Peabody LLP

Audience:
Defined contribution/401(k) plans, 403(b) plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

This workshop delves into various cost savings options you can implement to combat the expense of high cost and specialty drugs. The discussion examines specialty manufacturer coupons, copay assistance programs, drug importation, and medical tourism for high cost prescription drugs.  Gain a greater understanding of these intricate concepts and how you can implement them to save money. FOR SELF-FUNDED PLANS. BASIC.

Speakers:
Gregory I. Madsen, Innovative Rx Strategies, LLC
Michael J. Staab, J.D., Innovative Rx Strategies, LLC

Audience:
Self-funded health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

In this case study session, a fellow benefits professional shares several health benefit design strategies that can help your company control costs. Hear about their bottom-line results from changes they have implemented. Discover one cost-saving idea that will work for your company and the conference will pay for itself! FOR SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Robert J. Foley, Mutual of Omaha Insurance Company

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

Are you dreading another arduous RFP process consisting of hundreds of pages of vendor capabilities? Then flip the discussion and make the process about YOU! During this session, discover a new RFP process that efficiently and effectively guides you to your new advisor or recordkeeper while empowering you with valuable insight into your retirement plan. Learn to use this new approach from start to finish and receive examples, sample tools and real-world case studies. FOR DC/401(k), DB AND 403(b) PLANS. INTERMEDIATE.

Speaker:
Sara R. Matlock, SWBC Retirement Plan Services

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

3:15 pm - 4:15 pm

This case study describes lessons learned as the Finance and HR Departments worked together throughout the process of moving from a fully insured to a self-funded health plan. Discover what the firm learned from its actions and decisions on how to address HIPAA privacy requirements, COBRA pricing, state mandates, plan design changes, in-house tracking of claims activities compared with vendor tracking, stop-loss renewal decisions, lasering, working with a third-party administrator and broker, and other issues. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Patricia S. Beagle, Human Resources Consultant

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

Are you considering a student debt repayment benefit to attract younger talent? Did you know older workers (Boomers and Generation X) typically have higher student debt balances than millennials? Hear how this benefit could appeal to even more of your employees than you realized. Gain an understanding of various plan designs and innovative contribution methods to make your plan as widely appealing as possible. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC

Speaker:
Eliza Badeau, Fidelity Investments

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Plan Design & Administration

With the rise of millennials and the lessening impact of baby boomers, generational dynamics seem to be playing a larger role in all aspects of the business world. In this presentation, discover the various needs of each generation and learn how to effectively communicate with them. Then apply these communication techniques and learn how to engage the new workforce in your efforts to control healthcare costs. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Jill A. Kopanis, Dynamic Dies, Inc.

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

During this case study by a benefits colleague, hear how a manufacturing company with 1200 employees added an on-site health and wellness clinic. Learn how, when faced with a workforce that historically underutilized doctor visits and preventive care, the company was able to drive increased utilization at the lowest possible level. Details include justification, project planning, third party partnering, staffing, marketing, overcoming obstacles, calculating return on investment and more. FOR SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Presented by Basic American Foods

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Wellness, Disease & Case Management

Wednesday, May 6, 2020
9:45 am - 10:45 am

Hear an ERISA expert discuss fourteen easy steps you can take to make sure you are fulfilling your fiduciary responsibilities. Additionally, find out about any impact the recently-passed tax legislation will have on your plans. This is also your opportunity to get all of those unanswered plan management legal questions answered by a top benefits attorney—free of charge. FOR DC/401(k) AND DB PLANS. INTERMEDIATE.

Speaker:
Ian S. Kopelman, J.D., DLA Piper US LLP

Audience:
Defined contribution/401(k) plans, Defined benefit plans

Level:
Intermediate

Category:
Legal, Regulatory & Fiduciary Issues

Do you want to help attract and retain employees who have burdensome student loan debt or who want to save in a 529 Plan for their kid’s or grandkid’s future college expenses? Learn how you can add this attractive benefit to help employees and reduce employee turnover without breaking your budget. In this tight job market, a student loan debt assistance program can help provide you with a competitive edge for hiring and retention. FOR DC/401(k) PLANS. INTERMEDIATE.

Speaker:
Presented by Strategic Retirement Partners

Audience:
Defined contribution/401(k) plans

Level:
Intermediate

Category:
Plan Design & Administration

Since 2010, the costs associated with voluntary employee turnover have nearly doubled — and current trends project it will continue to rise. Everyone wants a workforce that is motivated and will stick around to accomplish company objectives. The key lies in thinking beyond surface-level “engagement.” In order for employees to take a holistic approach to their work, companies must take a holistic approach to how they partner with their employees. This session will explore the employee experience model as a critical component to retention objectives. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. INTERMEDIATE.

Speaker:
Natalie Burge, NFP

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Plan Design & Administration

Well-designed benefit programs are critical to bringing in new talent and increasing employee loyalty, but health insurance is now the second largest business expense behind payroll. It is critical to understand the cost drivers in pharmacy and the dynamic changes occurring in the marketplace that effect current and future costs. In this workshop, learn how to analyze costs, explore coalition opportunities for mid-size employers and how they can help lower the medical/pharmacy trends in your benefit plan strategy. Learn the ins and outs of coalitions for leveraged purchasing and how to best influence terms and pricing. FOR SELF-FUNDED AND FULLY INSURED PLANS.

Speaker:
Marybeth Gray, Trion

Audience:
Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Intermediate

Category:
Evaluating & Monitoring Your Plan & Vendors

11:00 am - 12:00 pm

Can your M&A team uncover costly issues and compliance risks related to 401(k), health coverage (including self-funded health), perks, and other benefits? Have you encountered “surprises” after an M&A closing? Understand where to look to uncover costs and potential compliance concerns. Find benefit-related issues before the deal is signed so you can work with legal counsel to protect your organization. Know what to look for in benefits contracts in order to save costs after the closing. If you are the seller, this information can help you get your house in order before the sale. FOR DC/401(k), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Patricia S. Beagle, Human Resources Consultant

Audience:
Defined contribution/401(k) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Legal, Regulatory & Fiduciary Issues

This session is for new or seasoned plan sponsors who wish to learn the intricacies of stop loss contracts, underwriting and risk transfer. It provides an in-depth review of stop loss “contract types”—12/12, 15/12, 24/15, 15/18, terminal liability features and stop loss contract variations that are available to plan sponsors who choose to partially self-fund their group health plan. Among the topics covered are guidelines for the selection of appropriate specific and aggregate funding levels for those considering or renewing to this alternate funded arrangement. Also included are insights into the underwriting process and the onerous use of stop loss lasers. In addition, there will be a review of how COBRA rates and IBNR (Incurred But Not Reported) claim reserves are established. Leave this session with a better understanding of the stop loss function, contract variations and how to select the appropriate stop loss level that helps meet your financial goals. FOR SELF-FUNDED PLANS. ADVANCED.

Speaker:
Dean M. Hoffman, Dean M. Hoffman, LLC

Audience:
Self-funded health and welfare plans

Level:
Advanced

Category:
Plan Design & Administration

As leaders and human resource professionals, we have the opportunity to impact those around us. Impactful leadership shifts the dynamics from merely overseeing a workforce, to creating a positive and sustainable impact in our corporate culture. Through this engaging session, learn to lead authentically through vulnerability-based trust to make a long-lasting, meaningful and positive contribution with those you lead. Uncover the six steps toward becoming an impactful leader and identify the tools and strategies needed to drive a sustainable culture in your organization. FOR DC/401(k), DB, 403(b), SELF-FUNDED AND FULLY INSURED PLANS. BASIC.

Speaker:
Jill A. Kopanis, Dynamic Dies, Inc.

Audience:
Defined contribution/401(k) plans, Defined benefit plans, 403(b) plans, Self-funded health and welfare plans, Fully insured health and welfare plans

Level:
Basic

Category:
Employee Communication & Education

“Population Health” has become a buzz phrase in the healthcare industry. This session covers the essential role of case management on the inpatient and outpatient basis, the alignment of value and quality in a healthcare organization, a review on the specifics of the “Triple Aim” and how it is driving enhanced quality care in America. Attendees will participate in a discussion regarding opportunities to improve the employee engagement in wellness and prevention. FOR SELF-FUNDED PLANS. INTERMEDIATE.

Speaker:
Laura S. Manning, R.N., The Guthrie Clinic

Audience:
Self-funded health and welfare plans

Level:
Intermediate

Category:
Wellness, Disease & Case Management