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AGENDA: PRECONFERENCE
Tuesday, June 19, 2007
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7:00 a.m. |
Summit Registration Commences
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Preconference Symposia (Choose one Preconference only)
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Preconference I: Consumerism 101 and Beyond: Issues for Employers
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8:30 a.m. |
Welcome and Consumerism Issues for Employers Overview
David Randall
Executive Director
The Consumer Driven Health Care Institute
Washington, DC
(Co chair)
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8:45 a.m. |
Top Ten HSA Funding Issues
Christine L. Keller, Esq.
Principal, Groom Law Group
Washington, DC
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9:45 a.m. |
Focused HSA Contribution Strategies to Maximize Voluntary Participation
Jay V. Garriss, CEBS
National Client Relations Leader
ACS HSA Solutions
Atlanta, GA
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10:45 a.m. |
Break
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11:00 a.m. |
A Wellness Story: Issues to Consider in Company Wellness Initiatives
Christy Tinnes
Principal, Groom Law Group
Washington, DC
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12:00 p.m. |
Adjournment and Lunch on Your Own
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Preconference II: 401(k) Success: Achievable or Utopia?
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8:30 a.m. |
Welcome and Retirement Plans Overview
Al Otto, AIFA, ChFC, CLU
Executive Vice President
White Horse Advisors, LLC
Atlanta, GA
(Co chair)
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8:45 a.m. |
Legal Considerations
Samuel S. Choy, Esq.
Partner, Employee Benefits Practice Group
Seyfarth Shaw LLP
Atlanta, GA
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9:30 a.m. |
Administration
Perry Wilkes, Jr., AIFA
Senior Plan Advisor, White Horse Advisors, LLC
Atlanta, GA
Don Sather
SVP Human Resources, ZC Sterling
Atlanta, GA
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10:15 a.m. |
Break
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10:30 a.m. |
Financial Aspects
Peter K. Swisher, CFP, QPA
Vice President of Wealth Management and Advisory Services
Unified Trust Company N.A.
Lexington, KY
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11:15 a.m. |
Education & Advice
R. Thomas Smith
Vice President of Sales, Retirement Plan Services
Principal Financial Group
Atlanta, GA
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12:00 p.m. |
Adjournment and Lunch on Your Own
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AGENDA: DAY ONE
Opening General Session
Tuesday, June 19, 2007
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1:00 p.m. |
Welcome and Introductions
Doug N. Field
President and Chief Executive Officer
FieldMedia, LLC
Alpharetta, GA
(Co chair)
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1:15 p.m. |
Trends in Health Benefits and the Future of Employment-based Health Benefits
Paul Fronstin, PhD
Director of the Health Research and Education Program
Employee Benefit Research Institute
Washington, DC
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2:00 p.m. |
Health Plans and Consumer Driven Care
Meredith Baratz
Vice President, Definity Health
New York, NY
Linda Schulte
Senior Vice President, Customer Segments
CIGNA
Cumming, GA
Clive Riddle
President, MCOL
Modesto, CA
(Moderator)
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2:45 p.m. |
Outcomes Evaluation and the Impact of Disease Management and Wellness with Employer Groups
Tracey A. Moorhead
President and Chief Executive Officer
Disease Management Association of America
Washington, DC
Al Lewis
President, Disease Management Purchasing Consortium
Wellesley, MA
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3:30 p.m. |
Break
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4:00 p.m. |
Pension Funds: The Regulatory Landscape
David L. Wray
President, Profit Sharing Council of America
Chicago, IL
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4:45 p.m. |
Measuring Satisfaction: The 2007 J.D. Power and Associates National Health Insurance Plan Satisfaction Study
Jim Dougherty
Executive Director, Healthcare Information
J.D. Power and Associates
Eden Prairie, MN
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5:30 p.m. |
Adjournment and Opening Networking Reception in Exhibit Hall
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