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Tuesday, February 24, 2015

8:30 a.m. -
9:30 a.m. - 12:30 p.m.
1:15 p.m. - 2:45 p.m.
Pre-Conference Workshop: Telemedicine (Included with your conference registration fee)
Gregory Agle, Senior Director, CONCIERGE BENEFIT SERVICES
Todd Heiserman, Executive Director, Reseller and TPA Sales, TELADOC
3:00 p.m. - 3:15 p.m.
Welcome & Introduction
Elizabeth Galentine, Editor-in-Chief, EMPLOYEE BENEFIT ADVISER
Walt Podgurski, President, CONNECTION CAMPUS
3:15 p.m. - 4:00 p.m.
Implementing a Private Exchange – A Broker’s Perspective
Joseph A. Bucci Jr., CPA, CIC, Strategic Benefits Consultant, GBAC, INC.
4:00 p.m. - 4:45 p.m.
State Of The Voluntary Market
Bonnie Brazzell, VP, EASTBRIDGE CONSULTING GROUP, INC.
Gilbert Lowerre, President, EASTBRIDGE CONSULTING GROUP, INC.

Wednesday, February 25, 2015

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:

Unum
8:20 a.m. - 8:30 a.m.
Opening Remarks
Elizabeth Galentine, Editor-in-Chief, EMPLOYEE BENEFIT ADVISER
Walt Podgurski, President, CONNECTION CAMPUS
8:30 a.m. - 9:15 a.m.
Keynote Panel: ACA – What’s New, What’s Changed, What’s Gone?
Scott Mardis, Field Development Director, KEMPER BENEFITS
Panelist: Christopher Condeluci, Principal, CC LAW & POLICY PLLC
Panelist: Andrew Greenblatt, President and Co-Founder, BENESTREAM
10:15 a.m. - 11:00 a.m.
Keynote: New Competition Will Be the New Normal
John Sarich, VP, Corporate Strategy, VUE SOFTWARE
11:00 a.m. - 11:45 a.m.
Keynote Panel: GAP, MVP, & MEC Plans Continue To Map Record Sales
Steven Eisenberg, VP, Voluntary Benefits & Executive DI, NE Practice Leader, LOCKTON COMPANIES, INC.
Panelist: Mitchell Besvinick, President, INNOBENEFITS, LLC
Panelist: Ross Krasnow, VP, NY Operations, HAYS COMPANIES
Carlo Mulvenna, VP, PAN-AMERICAN LIFE INSURANCE GROUP
11:45 a.m. - 12:30 p.m.
Jumping Into the Private Exchange World – From Four Different Vantage Points
Jim Fries, Director, Sales, CONNECTEDHEALTH
Douglas Maher, Executive Director, Employee Benefits, EIIA
Brian Summers, Territory Sales Manager, COLONIAL LIFE
12:30 p.m. - 2:00 p.m.
2:00 p.m. - 2:45 p.m.
Track: Products & Marketing View Track An Engagement Letter Protects Both You And Your Client
James Napoli, Partner, Employee Benefits Practice Group, SEYFARTH SHAW LLP
2:00 p.m. - 2:45 p.m.
Track: Healthcare Solutions View Track Lessons Learned From Early Adopters Of Defined Contribution
Frank B. Mengert, Director, Exchange Technology, EBENEFIT MARKETPLACE
2:50 p.m. - 3:35 p.m.
Track: Products & Marketing View Track Communications Tools That Inspire
Moderator: Steve Frankel, Director, Corporate Services, FARMINGTON COMPANY
Panelist: Ciro Giué, VP – Practice Leader Voluntary & Worksite Benefits, HUB INTERNATIONAL NORTHEAST
Panelist: Matt Kuntz, Senior Account Executive - Worksite Sales, ASSURANT EMPLOYEE BENEFITS
Panelist: Monika Shvetz, Manager, Enrollment Communications, METLIFE
2:50 p.m. - 3:35 p.m.
Track: Healthcare Solutions View Track Taking the Lead in Critical Illness
Dan Kraft, VP, Product & Innovation, TRUSTMARK VOLUNTARY BENEFIT SOLUTIONS
3:35 p.m. - 3:50 p.m.
3:50 p.m. - 4:35 p.m.
Track: Products & Marketing View Track How To Win With Preferred Clients
Marlin Woods, Founder, BENEFITS PLUS CONSULTING, LLC
Panelist: Jessica Brooks, Executive Director, PITTSBURGH BUSINESS GROUP ON HEALTH
Panelist: Justin Leader, MS, CVBS, VP, Business Development, SPECIAL RISK INSURANCE SERVICES, INC. (SRIS)
Panelist: Pieter Van Hoeven, Principal, TFG PARTNERS, LLC
3:50 p.m. - 4:35 p.m.
Track: Healthcare Solutions View Track Proactive Brokers Use Private HIX to Boost Voluntary Sales
Moderator: Robert C. Gaydos, VP, Strategic Partnerships, MAXWELL HEALTH
Panelist: Chester Bullard, Executive Vice President, THE L. WARNER COMPANIES
Panelist: Brendan Sharpe, National Sales Consultant Specialty Markets, Group Insurance, GUARDIAN LIFE INSURANCE COMPANY

Thursday, February 26, 2015

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

Sponsored by:
EAP Consultants

8:30 a.m. - 9:15 a.m.
Keynote Panel: Enrollment Options For Today & Tomorrow
Moderator: Paul Kraemer, VP, National Workplace Voluntary Benefits Distribution Leader, HUMANA
Panelist: Colin Bradley, SVP, WINSTON BENEFITS, INC.
Panelist: Don Yurick, Director of Sales and Channel Development, NAVERA
10:15 a.m. - 11:00 a.m.
Wellness = Impact!
Lisa Holland, RN, MBA, CCWS, President, STAYFIT PLAN, A DIVISION OF SIMPLICITY HEALTH PLANS
11:00 a.m. -