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Travel & Venue Info

Monday, February 11, 2013

9:30 a.m. - 12:30 p.m.
NAHU Certification Course: Voluntary/Worksite Certification (Additional Fee Applies)
Frank Morang, Regional Sales Director, TRUSTMARK VOLUNTARY BENEFIT SOLUTIONS
2:45 p.m. - 3:00 p.m.
Welcome & Introduction
David Albertson, Employee Benefit Group Editorial Director and Conference Co-Chair, SOURCEMEDIA
Moderator: Walter Podgurski, Publisher, Conference Co-Chair, INSURANCE BROADCASTING, WBA, SOURCEMEDIA
3:00 p.m. - 4:00 p.m.
Keynote Presentation –Countdown to 2014 – How the Affordable Care Act Will Impact Your Health Care Practice
Andrew Webber, President and CEO, NATIONAL BUSINESS COALITION ON HEALTH

Tuesday, February 12, 2013

Click on any of the track details below to view a detailed explanation
7:00 a.m. - 8:00 a.m.
Coffee in the Foyer

Sponsored By:

7:00 a.m. -
8:00 a.m. - 8:15 a.m.
Welcome & Introduction
Moderator: Elizabeth Galentine, Editor-in-Chief and Chairperson, EMPLOYEE BENEFIT ADVISER
Moderator: Walter Podgurski, Publisher, Conference Co-Chair, INSURANCE BROADCASTING, WBA, SOURCEMEDIA
8:15 a.m. - 9:00 a.m.
Keynote Presentation - How You Handle Rejection Will Define Your Career
Brian Hicks, Author, SPEAKER, PERSONAL DEVELOPMENT ADVOCATE
9:00 a.m. - 10:00 a.m.
10:00 a.m. - 10:45 a.m.
What Drives Voluntary Benefits?
Bonnie Brazzell, VP, EASTBRIDGE CONSULTING GROUP, INC.
Gilbert Lowerre, President, EASTBRIDGE CONSULTING GROUP, INC.
10:45 a.m. - 11:30 a.m.
Keynote Presentation - Getting Ready For Fee Disclosure, The DOL Audit, And Other ERISA Issues
Moderator: Elizabeth Galentine, Editor-in-Chief & Co-Chair, EMPLOYEE BENEFIT ADVISER
Marcia Wagner, Esq., President/Founder, THE WAGNER LAW GROUP
11:30 a.m. - 12:15 p.m.
Track: Products, Services, & Solutions View Track Telemedicine Is In Your Future!
Christopher Bernardine Sr., Chief Operating Officer, ADVANCED VOLUNTARY CONCEPTS
Panelist: John Conkling, VP, National Accounts, FRINGE BENEFIT GROUP
Panelist: William Dardani, Regional Director, Strategic Alliances, MARSH & MCLENNAN AGENCY, LLC
Panelist: Thomas Moletto, EVP, WESTON BENEFIT CARD SERVICES,INC.
Panelist: Greg Schlatter, EVP, Business Development, NEW BENEFITS
11:30 a.m. - 12:15 p.m.
Track: Distribution & Marketing View Track Becoming Customer Centric in a Product Centric Industry
Jim Ouimet, MBA, LTCGS, WBC, President, US Marketing & Sales, AFINIUM
12:15 p.m. - 1:45 p.m.
1:45 p.m. - 2:30 p.m.
Track: Distribution & Marketing View Track Agency Survival – Post Reform Practice Strategies for Benefit Professionals
Moderator: Michael Martocci, VP, Head of Worksite Markets, GUARDIAN
Jennifer Daniel, VP Carrier Development, BUSINESSOLVER
Panelist: Jeffrey Merrill, National Manager, Enrollment Services, GUARDIAN LIFE
1:45 p.m. - 2:30 p.m.
Track: Products, Services, & Solutions View Track Group LTD: Relationship of Risk vs. Cost Premium
John Stoner, President, THE STONER ORGANIZATION
2:30 p.m. - 3:15 p.m.
Track: Distribution & Marketing View Track Working The Small Case Market
Jordan Nadel, President, FALCON TECHNOLOGIES, INC.
2:30 p.m. - 3:15 p.m.
Track: Products, Services, & Solutions View Track Productivity as a Value Proposition!
Ronald Leopold, MD, MBA, MPH, SVP, WELLS FARGO INSURANCE
3:15 p.m. - 3:30 p.m.
3:30 p.m. - 4:15 p.m.
Keynote Presentation - Becoming a Trusted Advisor to the Small Business Owner
Moderator: Lewis Schiff, Executive Director, INC. BUSINESS OWNERS COUNCIL
Panelist: George Bresler, CEO, GB COLLECTS
Panelist: Debbie Madden, EVP, CYRUS INNOVATION
Panelist: Robert Pyskadlo, Jr., Group Manager, Philadelphia Employee Benefits Group, SUN LIFE FINANCIAL
9:00 p.m. - 11:00 p.m.
Renaissance After Hours New This Year! Mix and mingle with fellow attendees and enjoy Atlantic City at this relaxed gathering.Walk away with new leads and new business.

Sponsored By:

Wednesday, February 13, 2013

7:30 a.m. -
7:30 a.m. - 8:15 a.m.
Coffee in the Foyer

Sponsored By:

8:15 a.m - 9:00 a.m.
Keynote Presentation - Brokers & The Exchange Matrix
Robert Steele, President, QUADRANT 4 HEALTH, A DIVISION OF QUADRANT 4 SYSTEMS CORPORATION
9:00 a.m. - 10:00 a.m.
10:00 a.m - 10:45 a.m.
Go Mobile - Transforming How Brokers, HR And Employees Navigate Benefits
George Reese, III CLU REBC RHU CFCI, CEO & Co-founder, EMPLOYEE NAVIGATOR
10:45 a.m. - 11:45 a.m.
Financial Wellness Programs - Needed and Appreciated
Panelist: Rich Hunt, Director of Retirement Services, MAJOR LEAGUE BASEBALL
Panelist: David Kilby, President, FINFIT
Panelist: Ross Linthicum, EVP, CARAVAN SERVICES
11:45 a.m. - 12:30 p.m.
Keynote Panel - Voluntary Benefits Scorecard
Walt Podgurski, President, SMARTFUNNELS.ORG
Panelist: Louis Faiola, VP - Sales/Marketing, EMPLOYEE FAMILY PROTECTION, INC.
Donna Joseph, CEO, RHODES-JOSEPH & TOBIASON ADVISORS, LLC
Le Phan, Founder & CEO, STRATEGIC BENEFIT SOLUTIONS
12:30 p.m. -