2016 Group and Worksite Benefits Conference Agenda

Tuesday, September 13, 2016

1:30 pm - 2:30 pm - MEET AND GREET

Join us as the conference begins to meet and greet peers while you share ideas and common experiences. Enjoy a beverage as you renew old friendships and make new acquaintances.


2:30 pm - 3:30 pm - GENERAL SESSION 1

Inside the White House, Current Events and the 2016 Presidential Election

When the President of the United States went to work, so did Ann Compton. The veteran ABC White House correspondent’s job was to trace the president’s every step to get the stories her audiences want — and need — to hear. Taking her cue from today’s political headlines, Compton provides audiences with something they rarely get: a glimpse of what actually goes on in the West Wing, the behind-the-scenes power struggle of a hot news cycle, as well as how controversies are handled, spun and reported. Tailoring her presentation to meet the audiences’ interests, Compton draws upon her legendary career sharing her observations about current events, a look at the people shaping the future and what lies ahead in the 2016 race for the White House. Compton declares a “White House News Conference” is in session and invites her audience to pepper her with questions.

Ann Compton - Legendary ABC News White House Correspondent
(1973 – 2014)

3:30 pm - 4:00 pm - NETWORKING BREAK

4:00 pm - 5:00 pm: CONCURRENT SESSIONS

1. BIG Data…BIG Impact
DOUG MELTON, Ph.D., MPH, Director of Customer Analytics, Cigna
Moderator: ALYSSA ZABLOUDIL, FSA, MAAA, Product Performance Director, Mutual of Omaha

Learn how to turn your company’s data into insights that will inform and enhance the buying process for your customers. Attend this session for information on the following:

  • Pre-enrollment: How you can use analytics to create a campaign that will appeal to your customers
  • During enrollment: How you can use the data during the enrollment process to improve your understanding of the customer and enhance their overall shopping experience
  • Post-enrollment: What analysis can be done post-enrollment that will inform future enrollments? What data is collected for post-enrollment follow-up?

2. From Old School to New Cool
JA’NENE KANE, Vice President, Worksite Enrollment Services, MassMutual
PAT SIR, President, healthiestyou
Moderator: BRAD JOHNSON, Vice President, Specialty Product, United Healthcare

This panel will focus on how traditional carriers use non-traditional means to bring ground-breaking innovation to the marketplace. Find out how you can do the same — and how the market is responding.

6:00 pm - 7:00 pm - WELCOME RECEPTION

(All registered attendees and guests are welcome.)

Wednesday, September 14, 2016

7:30 am - 8:15 am - BREAKFAST - Sponsored by FINEOS

8:15 am - 9:30 am - GENERAL SESSION 2

A View From the Top

Every year at our event, industry leaders share their thoughts about today’s most important topics. This is your opportunity to hear what’s on the minds of these executives as they focus on profitable growth during this time of industry interruption.

Daniel R. Fishbein, M.D. - President, Sun Life Financial U.S.

Amy C. Friedrich - President, Benefits and Protection, Principal Financial Group

Eric Reisenwitz - Senior Vice President, Head of Operations and Product, Group Protection, Lincoln Financial

Gene Lanzoni, Moderator - Assistant Vice President, Thought Leadership – Group & Worksite Marketing, Guardian Life Insurance Company of America

9:30 am - 9:45 am - NETWORKING BREAK

9:45 am - 10:45 am: CONCURRENT SESSIONS

3. Executive Round Table Discussion
Moderator: GENE F. LANZONI, Assistant Vice President, Market Intelligence, Guardian Life Insurance Company of America

(This session is exclusive for CEOs, presidents, executive vice presidents, senior vice presidents, CMOs, heads of sales, heads of distribution, CFOs and COOs. Pre-registration for this session is required. See registration form for more details.)

The “A View From the Top” general session is guaranteed to be thought-provoking. Join fellow executives in a moderated roundtable discussion with the panelists to further explore key issues, share perspectives, and hear fresh ideas on the issues impacting all of us.

4. The Ideal Service Model: Self-Service and Personal Engagement
CHRISTOPHER RYAN, Vice President, Strategic Advisory Services, ADP
Moderator: DAYNA KIRK, Assistant Vice President Voluntary Business Development, The Standard

Personal engagement has become critical in our business. For two decades, the delivery model for administering employer group benefits has focused on self-service, driving lower administrative cost but also a more generic consumer experience. But with the onset of consumer directed health, voluntary benefits, and financial literacy, it’s never been more important to keep your customers engaged. Explore emerging service delivery models that permit both Self-Service and Personal Engagement, resulting in smarter benefit choices, more effective use of benefits, and optimal health spending for each consumer.

5. The Very Latest in Product Ancillary Design, Underwriting, and Enrollment
KAMRAN MALIK, Consulting Actuary, Wakely Actuarial
JAMES A. RANICAR, Assistant Vice President, Market Intelligence, Lincoln Financial
DEBORAH VANDEVENTER, Vice President, Voluntary Benefits Underwriting and Consumer Solutions Group, Unum
ALYSSA ZABLOUDIL, FSA, MAAA, Product Performance Director, Benefits Solutions Division, Mutual of Omaha
Moderator: BARBARA S. STEWART, CFP, President, Washington National

Discover how these trends are affecting profitability:

  • Understand macro trends in the marketplace and how Medical, Group & Worksite carriers are responding to product design and pricing, case underwriting, and enrollment strategies
  • Learn what new products and benefits are on the drawing board, as well as product bundling and other techniques to drive ancillary product sales
  • Gain a greater understanding of key assumptions and trends in actuarial and underwriting risk
  • Compare notes on challenges carriers are facing with new market entrants and competitors gaining market share through aggressive pricing

10:45 am - 11:00 am - NETWORKING BREAK

11:00 am - 12:00 pm: CONCURRENT SESSIONS

6. The Impact of Startups on Our Industry
ANDREW PITZ, Associate, Transamerica Ventures;
GORDY STEAD, Vice President, Investments, Gibraltar Ventures, the VC Group of Prudential
Moderator: HOLLY LEAN, MBA, ALMI, Senior Manager, Strategic Planning, AFLAC

It’s not enough anymore for carriers to only look within the “traditional walls” of our industry when sizing up the competition. Leave this workshop with a better understanding of:

  • Which startups are making an impact in our space today and who is on the horizon?
  • Besides technological advantages, how else are new entrants differentiating themselves in the marketplace?
  • How do traditional carriers stay ahead of this fast changing landscape?

7. Thinking Outside the Product Box
AMBER BINFORD, Product Development, Assistant Director, The Hartford
BILL BADE, FSA, MAAA, Consulting Actuary, Milliman
ELIZABETH INCZE, SPHR, CLU, ChFC, Vice President, Product Development, Aetna
SHARON PARSONS, Integration Product Category, Humana
ModeratorKEVIN KEARNEY, GBA, CMS, Director, Service Operations, Aetna Life Insurance Company

Value-added services are a hot topic in the worksite industry today. Is your company taking advantage of the opportunity to differentiate itself while avoiding regulatory troubles? Join us for a panel discussion of topics including:

  • How value-added services and other product line enhancements are becoming key differentiators for insurance providers.
  • How to evaluate a value-added service vendor and align with your core products and purpose. When to move forward and when to say thank you and walk away.
  • How other carriers view value adds and how they are navigating the legal landscape.
  • Whether voluntary products can subsidize the cost of value-added services (or vice versa).

12:00 pm - 1:15 pm - LUNCHEON "HOT TOPICS"

1:15 pm - 2:15 pm: CONCURRENT SESSIONS

8. Employee Benefit Budgets — The Choice Between Retirement & Healthcare Spending
VINAY GIDWANEY, Co-Founder & Chief Product Officer, Maxwell Health
DR. STEVE NEELEMAN, Founder & Vice Chairman, Health Equity
JAMES OCAMPO, Assistant Vice President, MassMutual
ModeratorALAN MARSHALL, Vice President, E-Commerce, Transamerica

The two worlds of Retirement and Medical (Core Enrollment) are colliding. Technology is helping to bridge the gap to what used to be ‘disconnected’ enrollments. This session is designed to discuss the impact they’re having on one another and how employers can prepare for the future’s ‘combined enrollment.’

9. Designing Benefits Products for Tomorrow’s Workplace
CARLOS BELLO, Director, Product and Market Development, Unum
JOCELYN GREGA, Assistant Vice President, Unum
ANITA POTTER, Assistant Vice President, Insurance Research, LIMRA
ModeratorBARBARA NASH, Vice President, Corporate Research, Unum

We all know that the workplace of today is very different than it was even ten years ago. How can the products we design keep pace? In this session you will learn:
  • How the characteristics of workers have changed and will continue to change in terms of demographics, workplace status (FT/PT, contract), and attitudes
  • How to communicate about your benefits in a way that employees can understand and appreciate
  • Ideas for re-designing products to better fit the needs of the changing employee population

2:15 pm - 2:30 am - NETWORKING BREAK

2:30 pm - 3:30 pm: CONCURRENT SESSIONS

10. Can You Keep Up? Disability Freakonomics
MARTI CARDI, Esq., Vice President of Product Compliance, Matrix Companies
KRISTIN TUGMAN, Ph.D., CRC, LPC, Vice President, Health & Productivity Analytics and Consulting Practice, Prudential Group Insurance
ModeratorJENNIFER PARMELEE WITT, FLMI, ACS, Director, Competitive Analysis, Prudential Group Insurance

The legal and regulatory environment is ever-changing. With five generations populating the workplace in varying states of health and wellness, the importance of understanding the disability and absence management landscape has never been greater. In this session you will:

  • Learn about employment trends and trends in disability that are impacting the workplace
  • Gain an overview of the legislative landscape and understanding of how the 2016 election will impact the current state
  • Discover how big data is influencing the implementation and administration of disability and absence management programs
  • Examine Return-to-Work programs and what options are available to employers beyond leave
  • Hear about best practices in plan design, how to overcome practical barriers, and how to measure success

11. Responding to “The Ask”: The Economics of Enrollment
JOE MITCHELL, Assistant Vice President, Enrollment Technology & Member Services, Lincoln Financial Group
STEVE PITZER,FLMI, CSP, Director, Workplace Voluntary Benefits, Humana, Inc.
ARMAND WRAY, Director, Sales Operations & Enrollment, Sun Life Financial
ModeratorJAMIE RANICAR, Assistant Vice President, Market Intelligence, Lincoln Financial Group

Carriers today are faced with regular requests to support the various costs associated with enrollment (benefit administration, communications, enrollment companies, etc.) — The ‘Ask.’ As the market continues to evolve, these requests will evolve as well. Carriers must determine how they can respond to ‘The Ask’ in a way that is both sustainable and profitable. This session will provide insight into various philosophies around responding, as well as the considerations behind the approaches. Session attendees will gain information and insights to help them define their own funding programs/practices.

3:30 pm - 3:45 pm - NETWORKING BREAK

3:45 pm - 5:00 pm - GENERAL SESSION 3

Value of Innovation From the Consultant's Perspective

There’s no shortage of new ideas and technology in the workplace benefits space. But what works for one company won’t be the right fit for everybody. Hear from a panel of benefits consultants on what innovation and capabilities they would like to see from carriers and which is important to them. Listen as these experts share what they are seeing for group and worksite benefits innovations, discuss which ones have the most potential, and reveal how they can help you grow your business.

Amy Hollis - Voluntary Benefits Leader, Willis Towers Watson

Karrie Nelson - Principal, Consumer Product & Brokerage Leader, Mercer

Patricia Purdy - Vice President, Global Employer Benefits Solutions, Pacific Resources

Pamela Reed - Vice President, Strategic Alliances, Allstate Benefits

5:30 pm - 8:00 pm - RECEPTION/DINNER

Thursday, September 15, 2016

7:15 am - 8:00 am - CONTINENTAL BREAKFAST

8:00 am - 9:00 am: CONCURRENT SESSIONS

12. Sales Enablement: The Ever Changing Dynamics of How to Make Sales Teams Successful in Our Evolving World
JOSEPH A. ALIZIO, Vice President, Middle Market Field Sales Development, Cigna Group Insurance
CHUCK BROUSSEAU, Vice President, Distribution, Prudential
PAUL GARDNER, Vice President, Business Optimization, Cigna
ModeratorDAVID UNDERHILL, Vice President Group and Individual Specialty Products, Cigna

In our sales world, the dynamics are changing at an unprecedented pace. There’s a greater need for specialized, consultative sales training, cross selling and generating more revenue from specialty products. And of course, technology is doing its part to shake things up. Taken together, these are fundamentally changing our business. Learn about all the sales enablement techniques that are necessary to survive in this world.

13. Rock Enroll-ment
JENNIFER KISCHELL, Vice President, Enrollment and Benefit Delivery, MetLife; GIL MURDOCK, Chief Revenue Officer & Principal, DirectPath; ModeratorTINA BECKWITH, MBA, Assistant Vice President, Marketing, MetLife

Are you getting the participation rates you desire? Employee participation is the single largest opportunity for carriers in the group insurance space. Explore the employer and employee engagement model. Find out how to ease concerns and discover how to connect with employees to achieve higher participation, leading to more engaged and financially protected workforce.
  • Hear about the needs and expectations of employers and employees during enrollment
  • Understand carrier challenges to communication and enrollment
  • Learn what is needed to successfully fill the gaps and achieve higher participation

9:00 am - 9:15 am - NETWORKING BREAK

9:15 am - 10:15 am: CONCURRENT SESSIONS

14. The Financial Wellness Imperative
DAVE FLORES, Vice President, Strategic Growth Ventures, Trustmark Insurance Company; BERNADETTE BAILEY, Director, Retirement, Investment and Savings Plans, The Hartford; JEFF BASKIN, Executive Vice President, Financial Services, EverFi; ModeratorDAN KRAFT, Vice President, Product and Innovation, Trustmark Insurance Company

What does financial wellness really mean? What do employers and employees really want? Does financial wellness pose a meaningful market opportunity for insurers?

  • Examine and define the concept of “financial wellness”
  • Understand employer and employee expectations and barriers to adoption
  • Gain insight on the capabilities needed to successfully address the financial wellness gap

15. Private Exchanges — A Changing Landscape
HOWARD LAPSLEY, Partner, Oliver Wyman
ModeratorKAREN WHITE, PMP, FLMI, Assistant Vice President, Health Care Exchange Solutions, Sun Life Financial

Private exchanges are evolving and changing. The adoption rate has been slower than anticipated and many employers are taking the “wait-and-see” approach. Come hear an industry expert share insights on the role exchanges will have in the future and what is needed to make them succeed.

10:15 am - 10:30 am - NETWORKING BREAK

10:30 am - 12:00 pm - GENERAL SESSION 4

Sales Leadership Panel: How Are the Changes in the Marketplace Shaping Your Distribution Approach?

Looking for distribution perspective on the evolving employee benefit landscape? Join us for a panel discussion with senior distribution leadership:

  • Identify key opportunities and challenges to growth
  • Hear how to achieve sales growth in a constantly changing business environment
  • Learn to evaluate and identify new distribution channels
  • Optimize resources to leverage new focus areas

Bradd M. Chignoli - Senior Vice President, National Account Sales Group, Voluntary & Worksite Benefits, The Americas, MetLife, Inc.

Gary Kirkner - President Group Sales, Middle Market and Select, Cigna

John Stanley - Senior Managing Director, Employee Benefits, Transamerica Life Insurance Company

Kirk Cooper - Product Leader, Voluntary and Exchange Administration, Reliance Standard

12:00 pm - ADJOURNMENT