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Earn 3 CE Credits

Gain a strong technical knowledge of the rules and regulations pertaining to various types of voluntary/worksite products and proven methods for communicating those options to employers and employees in a compelling way. Read More>>


Workplace Benefits Renaissance Location
Trump Taj Mahal
1000 Boardwalk
Atlantic City, NJ 08401

Monday, February 24, 2014

8:30 a.m. -
9:30 a.m. - 12:30 p.m.
Pre-Conference Workshop: Voluntary Worksite Course (Additional Fee Applies)
Scott Mardis, Field Development Director, KEMPER BENEFITS

Presented by:


Sponsored by:

Trustmark Benefit Solutions

1:15 p.m. - 2:45 p.m.
Pre-Conference Workshop: Has ACA Shifted The Role Of The Broker - Are You Failing Your Clients? (Included with your conference registration fee)
Panelist: Diane Goldman, VP, NEW AGENCY PARTNERS, LLC
Panelist: Kimberly Landry, Analyst, Group Insurance Research, LIMRA
3:00 p.m. - 3:15 p.m.
Welcome & Introduction
Moderator: Walter Podgurski, Publisher, Conference Co-Chair, INSURANCE BROADCASTING, WBA, SOURCEMEDIA
3:15 p.m. - 4:00 p.m.
Opening Keynote: Employers and the ACA
John Sarno, President & General Counsel, EMPLOYERS ASSOCIATION OF NEW JERSEY (EANJ)
4:00 p.m. - 4:45 p.m.

Tuesday, February 25, 2014

Click on any of the track details below to view a detailed explanation
7:30 a.m. -
7:30 a.m. - 8:15 a.m.
Coffee in the Foyer

Sponsored by:


8:15 a.m. - 8:30 a.m.
Opening Remarks, Welcome, and Introduction
Moderator: Walter Podgurski, Publisher, Conference Co-Chair, INSURANCE BROADCASTING, WBA, SOURCEMEDIA
8:30 a.m. - 9:30 a.m.
Keynote Presentation: Introduction to the SHOP Exchanges
Ryan Howells, VP and General Manager of State Programs, CONNECTURE
9:30 a.m. - 10:30 a.m.
10:30 a.m. - 11:15 a.m.
Keynote Presentation: Private Health Exchange Strategies
11:15 a.m. - 12:00 p.m.
Track: Growth & Innovation View Track Consultative Selling of Benefits
Vinnie Daboul
11:15 a.m. - 12:00 p.m.
Track: Benefits Solutions View Track Beyond Health Care: Affordable Voluntary Benefits for Small & Midsize Businesses
Mike Rague, Worksite Voluntary Specialist, HUMANA SPECIALTY BENEFITS
Moderator: Robert Shestack, EVP, Voluntary Benefits Practice Leader, AMWINS GROUP BENEFITS
12:00 p.m. - 12:45 p.m.
Track: Growth & Innovation View Track Trending Employee Benefit Technologies
Moderator: Philip Donegan, President, HAMPTON CONSULTING
Panelist: Robert Paterson, MBA, ACCI, AIFP, CEO, AFINIUM
Panelist: Vincent Pinto, President, HR CLOUD CONSULTING
Panelist: Victoria Tchistiakova, District General Agent, COLONIAL VOLUNTARY BENEFITS
12:45 p.m. - 1:45 p.m.
Industry Innovative Luncheon: Identity Theft: How The Name Game Has Changed
Johnny May, CPP, CITRMS, Independent Security Consultant & Trainer, SECURITY RESOURCES UNLIMITED, LLC

Sponsored by:

LifeLock Benefits Solutions

12:45 p.m. - 2:15 p.m.
2:15 p.m. - 3:00 p.m.
Track: Growth & Innovation View Track Advising the Employee
Christopher Bernardine Sr., Chief Operating Officer, ADVANCED VOLUNTARY CONCEPTS
Panelist: Deborah Buck, Director, Marketing, KEMPER BENEFITS
Howard Gerver, President & Founder, HR BEST PRACTICES
2:15 p.m. - 3:00 p.m.
Track: Benefits Solutions View Track Business Owner Panel: The ACA Financial Challenge to Employers
Moderator: George V. Duczak, President, THE AMERICAN WORKER PLANS
Panelist: Susan Carrero, Owner, 7 STAR HOSPITALITY
Panelist: Chris Holland, Director of Sales/Partner, NEW CENTURY HEALTH SOLUTIONS
Panelist: Anthony Martinelli, Owner and Senior Partner, CLARITY BENEFITS AND CREATIVE FINANCIAL
3:00 p.m. - 3:45 p.m.
Track: Growth & Innovation View Track Is It Time To Turn Bullish On Voluntary Benefits?
Moderator: Renee Brooks, Managing Principal, STRATEGIC BENEFIT SOLUTIONS
Panelist: Philip G. Brimer, CLU, Principal, BRIMER BENEFITS
Panelist: John Mason, Managing Director, PREFERRED BENEFIT SOLUTIONS LLC
Panelist: Dan Robson, East Region Director, Workplace Voluntary Benefits, HUMANA
3:45 p.m. - 4:00 p.m.
4:00 p.m. - 4:45 p.m.
Track: Growth & Innovation View Track Keynote: Pay-To-Play Will Be Back This Year – Are You Ready?
Peter Marathas, Jr., Partner, PROSKAUER ROSE LLP
9:00 p.m. - 11:00 p.m.
Renaissance After Hours

Sponsored by:

5 Star Life Insurance

Wednesday, February 26, 2014

7:30 a.m. -
7:30 a.m. - 8:15 a.m.
8:15 a.m. - 9:00 a.m.
Keynote Panel: Workplace Benefits Insurance Solutions
Lori Black, National Voluntary Benefits Practice Leader, BUCK CONSULTANTS, A XEROX COMPANY
Panelist: Joseph Alfonsi, Partner, TRIBEN INSURANCE SOLUTIONS INC.
Panelist: Phillip Caldwell, Founder and Principal, ARCHER BENEFITS
10:00 a.m. - 10:45 a.m.
Keynote Presentation: 2014: Is This The Year of Defined Contribution?
Jim Fries, Director, Sales, CONNECTEDHEALTH
10:45 a.m. - 11:30 a.m.
LinkedIn Artistry
Warren Benoit, President, BENOIT AND ASSOCIATES INC.
Moderator: Walter Podgurski, Publisher, Conference Co-Chair, INSURANCE BROADCASTING, WBA, SOURCEMEDIA
11:30 a.m. -