2:00 PM - 4:15 PM

WORKSHOP A: Employee Economic Recovery Plan

• Learn what you can do to provide real economic relief for your entire team right Now!
• From the basement to the boardroom, every person in your organization will benefit from this Personal Bailout Plan course.
• This readily available nationwide program is for any organization and available to your entire team.

G.W. "Coach" Campbell

Senior Corporate Trainer

Dave Ramsey's Financial Peace

2:00 PM - 4:15 PM

WORKSHOP B: Effective Leadership: Mastering Essential Skills to Lead with Confidence & Purpose

• Apply Communication Techniques to build on your talents and strengths to become more effective, confident and successful so your ideas are never again drowned out by louder voices during meetings.
• Discover how to disagree firmly but tactfully without backing down.
• Know how to reverse specific unwanted behaviors
• Learn to successfully delegate and build skills fast to become a highly competent, inspiring leader!

Patsy Writesman

CEO

Company CoPilots.com

2:00 PM - 3:00 PM

WORKSHOP C: Employee Payment Preferences and What They Mean for the Success of Your Program

• Innovation is shaping programs with new options such as electronic payments along with updated research that shows one's thought processes
• The more payments made via a card, the greater benefit to the self-administration of the program
• TPAs eliminated checks and now use a card system that consumers already carry for payments from tax-advantaged accounts to eliminate bills and later payments with the Auto Debit system.
• Mobile Access to Web-based to Support standardized MCC codes with real-time expenses.

Ralph Bernstein

SVP, Healthcare Payment Solutions

U.S. Bank

Daniel Cohen

Vice President, Healthcare Solutions

Mastercard Worldwide

Mark O'Leary

SVP Business Development

TSYS Healthcare

2:00 PM - 3:00 PM

WORKSHOP D: Web 2.0 and the Workplace: Building a Social Media Strategy for Employee Benefit Communications

• The emerging role of social media in employee communication and engagement
• How all generations of Americans are using blogs and tools like Twitter, not only to stay in touch with friends and family, but also to get their jobs done
• Strategies for capitalizing on social media to enhance workplace productivity and send targeted employee benefit messages

Ken Groh

Vice President

Aon Consulting

3:15 PM - 4:15 PM

WORKSHOP E: Harnessing Healthcare Benefits for a Better Bottom Line: In Tough Times, All It Takes Are The Right Moves

• Learn how to give employees access to more information through technology.
• Increase transparency of healthcare for employees so they know the true cost of healthcare
• Facilitate greater engagement by employees so they make better purchasing decisions by using the right tools.

Chris Hartnett

EVP, Benefits

Roussel & Assoc

Christoper Parks

Co-Founder & CEO

Change:Healthcare, Inc.

3:15 PM - 4:15 PM

WORKSHOP F: Benefits in a Recession: Reducing Costs Without Sacrificing Quality

• Leverage Global Data to make strategic decisions.
• Learn the five ways to reduce costs.
• Reduce your health care spend in today's economy
• International Benefit Design

Joanne Armenio

Director of Global HR

Kraft Foods

Peter Hirano

Principal

HighRoads

Nancy Lazgin

Director of Global Benefits

Staples

9:30 AM - 10:30 AM

Cost Containment

Predicting Future Health Care Costs

• Find out what's driving your company's health care costs
• How predictive modeling can help prevent illness
• Case study: Time Warner controls costs and manages risk

Marc Bilodeau

Senior VP, Employee Benefits

Willis HRH

Paul Gilles

Group VP, Compensation Benefits

Time Warner Cable

9:30 AM - 10:30 AM

Health Care

No More Free Coffee: Managing Benefit Cutbacks

• How to avoid undermining employee morale
• Assessing the perceived value of benefits
• "Invisible" ways to save: health plan funding, vendor resources and more

George Lane

Principal

Mercer

Maia Lucier, PHR

Director of Compansation & Benefits

Dimension Data Americas

9:30 AM - 10:30 AM

Wellness

Ten Characteristics of Successful Wellness Plans

• Deciding how comprehensive your program should be
• Tailoring the plan to meet employee needs and maximize participation
• Measuring ROI: The economic benefits of wellness programs

Don Powell

President and CEO

American Institute for Preventive Medicine

9:30 AM - 10:30 AM

Employee Engagement

New Strategies for Employee Engagement

• Implementing a multi-channel approach to annual enrollment
• The personal touch: road shows, one-on-one sessions, online chats and more
• How Intel achieved a 20% reduction in co-pay plan enrollment

Tami Graham

Global Benefits Manager

Intel Corporation

9:30 AM - 10:30 AM

Legal & Regulatory

Overcoming Legal and Compliance Hurdles in Wellness Plans

• Challenges facing wellness plans under HIPAA, ERISA, and tax law
• New concerns under the Genetic Information Nondiscrimination Act (GINA)
• Legal strategies to make your wellness plan a success

John Hickman

Partner

Alston & Bird

Randall Price

Health and Productivity Manager

UPS

9:30 AM - 10:30 AM

Retirement and Personal Finance

How to Fix Your Company's 401(k)

• Why most 401(k) plans aren't working well
• The impact of the economic crisis on employee retirement savings
• Implementing better oversight, design and fee structures

Joshua Itzoe

Principal

Greenspring Wealth Management

9:30 AM - 10:30 AM

Paycheck Extenders

Top Trends in Voluntary Benefits

• Survey results: What employers and employees want
• Enriching the benefit plan with low and no-cost voluntary benefits
• How payroll deduction adds value to the plan

Mark Parabicoli

Associate VP & Managing Director, Employee Benefits

Liberty Mutual

10:45 AM - 11:45 AM

Cost Containment

Developing a Strategic Plan to Manage Benefit Costs

• Assessing the total cost of your benefit plan
• Deciding which benefits are most and least valuable to employees
• Managing costs by aligning the plan to corporate strategy

Jack Kwicien

Managing Partner

Daymark Advisors

10:45 AM - 11:45 AM

Health Care

What Employers Need to Know about Personal Health Records

• The rapid growth of PHRs in the health care marketplace
• Best practices for employers in adopting health information technology
• Reducing costs through improved access, health and productivity

Jan Oldenburg

Sr. Practice Leader, Health Portfolio, Internet Services Group

Kaiser Permanente

10:45 AM - 11:45 AM

Wellness

Using Data to Drive Health Management Success>

• Keys to identifying prospective wellness plan participants
• Using existing data to support health management initiatives and measure ROI
• Coordinating disease management, Rx compliance and total care

Greg Stein

CEO

Avista Health Management Solutions

10:45 AM - 11:45 AM

Employee Engagement

Effectively Communicating Benefit Changes

• Identifying a change management strategy for your organization
• The "greening" of benefits: new communications technologies
• Case study: Home Depot maximizes vendor partnerships

Lesley Leiserson

Director, Benefits

The Home Depot

10:45 AM - 11:45 AM

Legal & Regulatory

Legislative and Regulatory Update

• The latest developments in benefit plan compliance
• State and federal legislation and mandates that affect health plans
• New twists: QMSCOs, genetic non-discrimination and more

David Uyemura

Principal & Owner

Regulatory Compliance Resources

10:45 AM - 11:45 AM

Retirement and Personal Finance

New Tools to Help Employees Grow Their Nest Eggs

• The importance of financial planning benefits in today's economy
• Helping employees prioritize short- and long-term financial goals
• Case study: EMC improves worker financial literacy

Ed Golitko

Senior Director of Human Resources

EMC Corporation

Adam Stavisky

Senior Vice President

Fidelity Investments' Consulting Services

10:45 AM - 11:45 AM

Paycheck Extenders

The Competitive Edge with Employee Benefits

• Assessing the competitive value of benefits to drive business goals
• Four ways to clarify attraction and retention opportunities
• Challenging traditional approaches; mapping resources to strategy

Ronald Leopold, M.D.

VP & National Director, Institutional Business

MetLife

2:30 PM - 3:30 PM

Cost Containment

Reducing Benefit Costs through Dependent Eligibility Audits

• How ineligible dependents can drive up health care costs
• Steps in conducting an effective audit of dependents on your plan
• Tools for success, whether you self-audit or hire a pro

Tony Schy

Partner

Chapman Kelly

2:30 PM - 3:30 PM

Health Care

Evaluating PBM Program Offerings

• The array of PBM service enhancements
• Case studies: Which programs work and which don't?
• Contract language to help measure outcomes against goals

Kay Curling

Director, Human Resources

Serco

Mike Medel

Pharmacy Consultant

PSG

2:30 PM - 3:30 PM

Wellness

Winning against Obesity with "The Biggest Loser"

• Winner of NBC's The Biggest Loser shares his story
• Tips for motivating employees to diet and exercise
• Creating a successful approach to employee wellness and weight loss

Bill Germanakos

Season 4 winner of NBC's "The Biggest Loser" and Director, Wellness Ambassador

Quest Diagnostics

Fred Williams

Director, Wellness Policy

Quest Diagnostics

2:30 PM - 3:30 PM

Employee Engagement

Better Employee Communications through Artificial Intelligence

• Personalizing "generic" employee communications
• Integrating AI solutions with data mining and employee self-service
• Applications to multiple HR practices: new hires, life events and more

Kevin Andrews

President

SmartBen

Doug Layman

Senior Vice President

GILSBAR

2:30 PM - 3:30 PM

Legal & Regulatory

New Twists in COBRA Law

• The latest laws and regulations you need to know
• Coordinating "Michelle's Law" with other continuation options
• How federal subsidies are changing your responsibilities

Ouida Peterson

VP of Education

CONEXIS

2:30 PM - 3:30 PM

Retirement and Personal Finance

Best Practices in 401(k) Automatic Enrollment

• How to help moderate- and lower-income workers save for retirement
• What to ask your plan administrator about auto enrollment
• The impact of automatic 401(k) features on employee loyalty

Peter Chandler

Associate Director, Office of Investor Education

FINRA

2:30 PM - 3:30 PM

Paycheck Extenders

Enhancing the Benefit Plan with Dental and Vision

• Getting the most value from dental and vision benefits
• Vision and dental as affordable ways to help contain health care costs
• Why voluntary benefits are more important then ever

Alexander Domaszewicz

Principal, Consumerism Practice Leader

Mercer

Nicholas Partridge

President

Pendant Health

4:30 PM - 5:30 PM

Cost Containment

Employee Finances and Your Bottom Line

• The link between employee health and financial well-being
• Promoting financial security to enhance productivity and lower costs
• Keys to successful employee education

Jennifer Hader

Director, Product & Strategy Development & Management

CIGNA

Cam Sutton

President & CEO

ARAG

4:30 PM - 5:30 PM

Health Care

Keys to Building a Culture of Health

• Achieving an integrated health management approach across the company
• Comprehensive communications: high-tech and high-touch
• Tailoring program design to health plan risk

Kim Dwyer

Director of Benefits

Advocate Health Care

Steven Schwartz, PhD

Research Director, Behavioral Science & Data Analytics

HealthMedia, Inc.

4:30 PM - 5:30 PM

Wellness

Effective and Cost-Efficient Incentives in Wellness Plans

• Targeting the right behaviors
• Determining your "aggressiveness" threshold
• Considering value-based designs

Missy Jaeger

Principal

Mercer

4:30 PM - 5:30 PM

Employee Engagement

Using Social Media to Communicate Health Benefits

• Tips for using internal blogs and wikis
• Evaluating popular Web sites: Facebook, YouTube and others
• Overcoming potential pitfalls of social media

Andrew Windham

Founder & CEO

Insurance Georgia

4:30 PM - 5:30 PM

Legal & Regulatory

Compliance in Section 125 Nondiscrimination Testing

• New laws and regulations affecting Section 125 plan testing
• Avoiding common misunderstandings about nondiscrimination rules
• Tips for the proper operation of cafeteria plans

Ric Joyner

CEO

Eflexgroup.com

4:30 PM - 5:30 PM

Retirement and Personal Finance

Giving Employees Investment Flexibility and Choice

• The advantages of an open investment platform in retirement plans
• Tailoring investments to each employee's financial situation
• Comparing discount brokerage platforms to mutual fund selections

Charles Rice

Certified Financial Planner

Frontline Financial Advisors

4:30 PM - 5:30 PM

Paycheck Extenders

High-Impact Family Friendly Benefits

• Flexible work arrangements for a skilled and diverse workforce
• Best practices in implementing adoption benefits
• 529 plans: meeting the educational needs of multiple generations

Carrie Boerio

Adoption-Friendly Workplace Director

Dave Thomas Foundation for Adoption

Jennifer Barton

National Practice Leader, HR Partner

Willis

Doug Reys

Manager of Compensation and Benefits

Franklin International

9:30 AM - 10:30 AM

Cost Containment

Take Control of Your Vendor Relationships

• Establishing a systematic process for vendor management
• Best practices from leading companies
• Case study: Fortune 100 employer shares success story

Mindy Zatto

Principal

Strategic Benefits Advisors

Brant Suddath

Director of Benefits

Home Depot

9:30 AM - 10:30 AM

Health Care

Consumerology: How to Change Employee Behavior and Lower Rx Costs

• New insights about consumer decision making
• Tailored messaging to reduce prescription benefit waste
• Applying behavioral economics to drive cost-effective decisions

Bob Ihrie

Senior Vice President of Employee Rewards and Services

Lowe's Companies, Inc.

Robert Nease

Chief Scientist

Express Scripts

9:30 AM - 10:30 AM

Wellness

The ROI of Population Health Management

• Defining and quantifying return on investment
• Outcomes-based population health management initiatives
• The Top 10 strategies for maximizing ROI

Larry Chapman

Sr. VP.

WebMD Health Services

9:30 AM - 10:30 AM

Employee Engagement

Creating a One-on-One Employee Benefit Center

• New model for delivering employee benefit information
• How to offer "high touch" paperless enrollment and communication
• Case studies: Results from medium-sized and large employers

Debbie Rowson

Executive Vice President

J. Smith Lanier

9:30 AM - 10:30 AM

Legal & Regulatory

Health Care Reform and Your Benefit Plan

• Latest health care reform proposals from the federal government
• The impact of state health care reform initiatives
• How reform efforts are affecting employer-sponsored health plans

Kaye Pestaina

VP, Sr. Health Care Compliance Specialist

The Segal Company

9:30 AM - 10:30 AM

Retirement and Personal Finance

Best Ways to Engage Employees in the Retirement Plan

• Using automatic enrollment and savings features to involve employees
• Providing online tools, group education, and personal financial planning
• Case study: Tanner Health boosts retirement plan participation from 62% to 96%

Emily Talley

Benefits Manager

Tanner Health System

9:30 AM - 10:30 AM

Paycheck Extenders

Using Online "Mentors" to Guide Employees through Open Enrollment

• Why open enrollment is often a challenge for employees
• Using interactive online technology to guide enrollment decisions
• Case study: Federal government achieves high employee satisfaction

Roger Mermelstein

Head of Sales & Marketing

Aetna Federal Plans

Karen Weinseiss

Head of Innovation & Product Management for Medical, Wellness & Voluntary

Aetna Product Group

10:45 AM - 11:45 AM

Cost Containment

Strategic Benefits Management in Tough Economic Times

• Seizing your opportunity to attract top talent
• Effective retention and rewards strategies that won't break the bank
• Case study: IAP World Services contains benefit costs

Robert Arnoff

President

Arnoff and Associates, Inc.

Leah Carlson Shepherd

Managing Editor

Employee Benefit News

Mark Gow

HR Director

IAP World Services

10:45 AM - 11:45 AM

Health Care

A Savvy Employer's Guide to HSAs

• Mixed success: The track record of health savings accounts
• How HSAs can cut costs while maintaining an attractive employee benefit
• Effective communications to maximize enrollment

Justine Goode

Market Segment Manager

Wells Fargo Health Benefit Services

10:45 AM - 11:45 AM

Wellness

How to Launch a Corporate Wellness Program

• Case study: VSP Vision Care launches GetFIT program
• Achieving high enrollment and motivating behavior change
• How wellness programs lower absenteeism and health-related costs

April Bettencourt

Manager, Benefits & Payroll

VSP Vision Care

Gary Earl

Senior Vice President

Cigna Healthcare

10:45 AM - 11:45 AM

Employee Engagement

Meeting the Benefit Needs of Hispanic Employees

• Hispanic employees: A fast-growing segment of the workforce
• Cultural and language issues associated with Hispanics and employee benefits
• Practical tips on bridging the language barrier

Bilda Acuña

Assistant Vice President, Hispanic Markets

Unum

10:45 AM - 11:45 AM

Legal & Regulatory

Effective FMLA Administration

• Legal roundup: The latest court cases involving FMLA
• How to decide whether an employee's absence is protected by law
• Best practices in preventing employee leave abuse

Jennifer Barton

Willis HRH

National Practice Leader, HR Partner

10:45 AM - 11:45 AM

Retirement and Personal Finance

Retiree Medical Benefits in the 21st Century

• New market solutions for retiree medical coverage
• Case study: Nationwide improves coverage while reducing retiree contributions
• The impact of 2008 Medicare reform legislation

Jack Towarnicky

Associate VP, Benefits Planning

Nationwide

Steve Wetzell

Executive VP, Health Care Initiatives

Health Care Policy Roundtable

10:45 AM - 11:45 AM

Paycheck Extenders

Why Total Rewards are More Important than Ever

• The competition for top talent continues
• Benefits that differentiate your company as an employer of choice
• Best practices in communicating total rewards

Kathleen Strukoff

Senior VP

Aon Consulting

1:30 PM - 2:25 PM

Paycheck Extenders

Adding Value to Benefits through Health Coaching

• New advances in interactive programs and capabilities
• Tailoring behavior interventions and implementing effective incentives
• The bottom-line impact of personalized online health coaching

Janet Bruno, M.D.

Medical Director

Optum Health

1:30 PM - 2:25 PM

Retirement and Personal Finance

Best Practices in 401(k) Automatic Enrollment

• How to help moderate- and lower-income workers save for retirement
• What to ask your plan administrator about auto enrollment
• The impact of automatic 401(k) features on employee loyalty

Peter Chandler

Associate Director, Office of Investor Education

FINRA

1:30 PM - 2:25 PM

Cost Containment

Developing a Strategic Plan to Manage Benefit Costs

• Assessing the total cost of your benefit plan
• Deciding which benefits are most and least valuable to employees
• Managing costs by aligning the plan to corporate strategy

Nelson Griswold

President

Cross-Sell Solutions

1:30 PM - 2:25 PM

Wellness

Effective and Cost-Efficient Incentives in Wellness Plans

• Targeting the right behaviors
• Determining your "aggressiveness" threshold
• Considering value-based designs

Missy Jaeger

Principal

Mercer

1:30 PM - 2:25 PM

Employee Engagement

New Strategies for Employee Engagement

• Implementing a multi-channel approach to annual enrollment
• The personal touch: road shows, one-on-one sessions, online chats and more
• How Intel achieved a 20% reduction in co-pay plan enrollment

Tami Graham

Global Benefits Manager

Intel Corporation

1:30 PM - 2:25 PM

Legal & Regulatory

New Twists in COBRA Law

• The latest laws and regulations you need to know
• Coordinating "Michelle's Law" with other continuation options
• How federal subsidies are changing your responsibilities

Ouida Peterson

VP of Education

CONEXIS

1:30 PM - 2:25 PM

Health Care

Using Data to Drive Health Management Success

• Keys to identifying prospective wellness plan participants
• Using existing data to support health management initiatives and measure ROI
• Coordinating disease management, Rx compliance and total care

Greg Stein

CEO

Avista Health Management Solutions

2:35 PM - 3:35 PM

Cost Containment

Maximizing the Partnership with Your PBM

• Assessing whether your PBM contract is market-competitive
• Tips on expert contract negotiation and performance monitoring
• Case study: Large employer engages PBM to drive savings

Brian Bullock

President & CEO

The Burchfield Group

2:35 PM - 3:35 PM

Health Care

On-Site Medical Clinics: How Well Are They Working?

• How on-site medical clinics impact employee health management
• Case studies: Medium-sized and large employers share perspectives
• Gauging patient satisfaction with on-site clinics

Tom Rogers

Director of Business Development

Care ATC

2:35 PM - 3:35 PM

Wellness

Dual Strategy to Cut Costs: Self-Insurance and Disease Management

• When to consider moving your health plan to a self-insured platform
• Implementing aggressive disease management: mandatory health risk appraisals
• Case study: Deffenbaugh's three-year cost trend of 3%

Karrie Andes

Director of Human Resources

Deffenbaugh Industries

2:35 PM - 3:35 PM

Employee Engagement

Switching to a Health Reimbursement Account Plan

• Case study: Norwood achieves 96% participation in HRA plans and saves costs
• The importance of plan design, premium structures, and employee choice
• Effectively communicating HRAs to employees

Tracey Gavin

Associate

Mercer

Robert Keller

VP, Compensation, Benefits & Safety

Norwood Promotional Products

2:35 PM - 3:35 PM

Legal & Regulatory

Surviving a 403(b) Plan Audit

• How non-for-profit entities are affected by new 403(b) regulations
• Preparing for your first audit: How the process works
• What you need to know to achieve a clean audit opinion

James Moyna

Partner

McGladrey & Pullen

2:35 PM - 3:35 PM

Retirement and Personal Finance

The Economy's Impact on Defined Benefit Plans

• Market volatility's affect on defined benefit plan values
• The impact of 2009 accounting and funding rules
• Overview of strategies for responding to DB plan challenges

Jeanette Cooper

Consulting Actuary

The Segal Company

Christopher Teh

VP & Consulting Actuary

The Segal Company

2:35 PM - 3:35 PM

Paycheck Extenders

Adding Value to Benefits through Health Coaching

• New advances in interactive programs and capabilities
• Tailoring behavior interventions and implementing effective incentives
• The bottom-line impact of personalized online health coaching

Janet Bruno, M.D.

Medical Director

OptumHealth