Recent Updates

9/3/14 - See Who’s Attending the 2014 Summit

8/26/14 - Download the Updated Summit Brochure

7/16/14 - View the Updated Agenda

Workplace Benefits Summit Brochure

Book your room at the Boca Raton Resort & Club

Interested in Sponsoring?

Sponsorship Opportunities

Questions?

Contact Austin Hart at (212) 803-8388 or Paul Himberger at (212) 803-6091 for questions or to register.

Monday, September 29, 2014

8:00 a.m. -
Registration Opens

Sponsored By:

Aetna
10:00 a.m. - 12:00 p.m.
Pre-Conference Workshop - Brokers: Expand Your Horizons (Included with your conference registration fee)
Beverly Beattie, Founder and CEO, SELDEN BEATTIE
Jamie Hawkins, President, CEO and Founder, BENEFIT TECHNOLOGY RESOURCES, LLC
12:00 p.m. - 1:00 p.m.
Welcome Center

Sponsored By:

eBenefit Marketplace
1:00 p.m. - 1:15 p.m.
Welcome and Opening Remarks
Gary Earl, Health & Well-being Ambassador and Co-Chair, ANTHEM INC.
1:15 p.m. - 2:15 p.m.
General Session - Benefits and HR Trends to Watch in 2015
Teresa White, EVP; COO, AFLAC COLUMBUS
2:15 p.m. - 3:00 p.m.
Keynote Address - Wearable Devices: The Future of Wellness?
Amy McDonough, Director, Fitbit Wellness, FITBIT, INC.
3:00 p.m. - 3:15 p.m.
Break in the Foyer

Sponsored By:

VSP Vision Care
3:15 p.m. - 4:30 p.m.
3:15 p.m. - 3:30 p.m.
EBN Live 1: A Personalized Health Concierge in Your Pocket
Matt Halle, Senior Vice President of Sales, WELLTOK
3:30 p.m. - 3:45 p.m.
3:45 p.m. - 4:15 p.m.
4:15 p.m. - 4:30 p.m.
4:30 p.m. - 5:00 p.m.
Keynote Address - The Power of Creativity and Innovation in Human Resources
Scott Haverlock, Senior Manager, Talent & Total Rewards, NIAGARA BOTTLING, LLC

Tuesday, September 30, 2014

Click on any of the track details below to view a detailed explanation
6:30 a.m. - 7:30 a.m.
Fun Run

Sponsored By:

Sun Life Financial
7:30 a.m. -
Registration Opens

Sponsored By:

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

Sponsored By:

MDVip
8:15 a.m. - 8:25 a.m.
Conference Chair Remarks
Moderator: Elizabeth Galentine, Editor-in-Chief & Co-Chair, EMPLOYEE BENEFIT ADVISER

2014 Employee Benefit Advisor Awards

8:25 a.m. - 9:00 a.m.
Keynote - Never, Ever Give Up
Diana Nyad, Record-Holding Swimmer

Sponsored By:

LifeLock
9:00 a.m. - 10:00 a.m.
10:00 a.m. - 11:00 a.m.
Track: Benefits Solutions View Track The Future of Technological Innovation
Troy Underwood, CEO/Founder, TRUBENEFITS
10:00 a.m. - 11:00 a.m.
Track: Growth and Innovation View Track Using the “Agent Of Record” Letter To Build Your Business
Brian Drummond, CBC, CPIA, VP, Benefits, THE WALTON GROUP
11:10 a.m. - 12:10 p.m.
Track: Benefits Solutions View Track Selling and Implementing a Wellness Program
Yale Mallinger, Project Director, HMC - HEALTHWORKS
11:10 a.m. - 12:10 p.m.
Track: Growth and Innovation View Track Become a Game Changer in Voluntary Benefits
Lori Black, National Voluntary Benefits Practice Leader, BUCK CONSULTANTS, A XEROX COMPANY
Jeff Caldwell, Marketing Director, TRANSAMERICA
12:15 p.m. - 1:00 p.m.
Industry Innovation Luncheon - The Road To Regulated Retail
Robert Steele, President, QUADRANT 4 HEALTH, A DIVISION OF QUADRANT 4 SYSTEMS CORPORATION

Sponsored By:

Quadrant 4 Health The Affordable Healthcare Act has created confusion, frustration and even anger among almost everyone that has been affected by the new healthcare law. "The Road to Regulated Retail" is a speech that will outline the good, the bad and the ugly of the law and how it will affect each of the constituents including employers, employees, consumers, brokers, health plans and insurance companies. Chaos almost always brings opportunity. Getting on the Road to Regulated Retail is about surviving and even thriving as a result of the ACA.
12:15 p.m. - 1:00 p.m.
Industry Innovation Luncheon - Death by Cubicle: How Financial Stress and Poor Work-Life Balance are Killing Your Bottom Line

Sponsored By:

Purchasing Power Your employees’ overall well-being should matter to you. After all, aren’t they one of your most important assets? According to a recent PwC survey, one-third of respondents admitted that personal financial issues have been a distraction at work, and 97% of these respondents spend time at work either thinking about or dealing with issues related to their personal finances. Don’t you think it’s time that we all start doing something to help employees get on the right financial track and stay there? Join this session to learn: • How employee health & wellness changes the game • Address the financial concerns of each worker generation • How to quickly implement programs and benefits to re-engage your employees and bring them back to life
12:15 p.m. - 2:00 p.m.
2:00 p.m. - 3:00 p.m.
Track: Benefits Solutions View Track Home TeleHealth Solutions
Moderator: Robert Shestack, EVP, Voluntary Benefits Practice Leader, AMWINS GROUP BENEFITS
Panelist: Greg Schlatter, EVP, Business Development, NEW BENEFITS
Panelist: Glenn Szana, President, GROUP HEALTHCARE CONSULTANTS, INC.
2:00 p.m. - 3:00 p.m.
Track: Growth and Innovation View Track Nothing Changes If Nothing Changes!
Trisha Zulic, SPHR, Director, Human Resources-Region I, EFFICIENT EDGE
3:05 p.m. - 3:50 p.m.
Track: Benefits Solutions View Track Success With Exchanges - The Cure For An ACA Headache!
Moderator: Richard Pfadenhauer, President, PAYLOGIX
Russ Blakely, President, RUSS BLAKELY & ASSOCIATES
Holley Maher, Partner, MRCT
Panelist: Bob Neil, National Practice Leader, Specialty Markets, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Panelist: Susanne Radek, Partner, DAYMARK ADVISORS
3:05 p.m. - 3:50 p.m.
3:50 p.m. - 4:05 p.m.
4:05 p.m. - 5:05 p.m.
General Session - Power Brokers: The Most Influential Women in Benefit Advising
Moderator: Elizabeth Galentine, Editor-in-Chief and Chairperson, EMPLOYEE BENEFIT ADVISER
Panelist: Monica Digon, Chief Sales and Marketing Officer, FBMC BENEFITS MANAGEMENT
Panelist: Kristin Kahle, MBA, CHRS, Founder and CEO, NAVIGATEHCR
Panelist: Christy Schwan, President, STELLARUS BENEFITS

Most Influential Women in Benefit Advising

5:05 p.m. - 7:00 p.m.
Exhibit Hall Bloc Party

Sponsored By:

AgencyBloc

Wednesday, October 1, 2014

Click on any of the track details below to view a detailed explanation
7:00 a.m. - 7:45 a.m.
Zumba

Sponsored By:

Bootcamp Republic
7:30 a.m. -
Registration Opens

Sponsored By:

Aetna
7:30 a.m. - 8:15 a.m.
8:15 a.m. - 9:00 a.m.
Keynote – Thinking Differently About Benefits: Boosting Creativity in Problem Solving
William Donius, Author, THOUGHT REVOLUTION: HOW TO UNLOCK YOUR INNER GENIUS
9:00 a.m. - 10:00 a.m.
10:00 a.m. - 11:00 a.m.
Track: Benefits Solutions View Track Using Voluntary Benefits for the Rapidly Growing Part-Time Workforce
Carol Bryant, Benefits Manager, GAMESTOP
Joseph Murgo, SVP and Chief Distribution Officer, AETNA VOLUNTARY PLANS
10:00 a.m. - 11:00 a.m.
Track: Growth and Innovation View Track ACA’s Premium Structure will Force Historic Shift to Online Enrollment Systems
George Reese, III CLU REBC RHU CFCI, CEO & Co-founder, EMPLOYEE NAVIGATOR
11:10 a.m. - 12:10 p.m.
General Session - Healthcare Advocacy Programs Save Time and Money
Julian Lago, President, CAREONE ADVOCATES
12:10 p.m. -