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AGENDA: DAY TWO
Wednesday, June 20, 2007

7:00 a.m.

Continental Breakfast in Exhibit Hall

8:00 a.m. Concurrent Sessions I



1.01. Health Benefit Management Track: The Benefits Reconstruction Era: Recalibrating Health and Welfare

Ronald Leopold, MD, MBA, MPH
National Medical Director and Vice President, MetLife
Alpharetta, GA



1.02. Accelerating Consumerism: Marketplace Innovations and Strategies that Work

Kathy Bartow
Director, Benefit Programs
Fujitsu America, Inc.
San Jose, CA

Alexander C. Domaszewicz
Principal and Senior Consultant
Mercer Health & Benefits
Newport Beach, CA



1.03. Retirement Plans and Personal Finance Track: How Employers can transfer virtually all of the fiduciary liability

Al Otto, AIFA, ChFC, CLU
Executive Vice President
White Horse Advisors, LLC
Atlanta, GA



1.04. ADP Client Case Study: Regency Hospital

Dawn Bading
Senior Vice President, Human Resources
Regency Hospital
Alpharetta, GA

Dara Brenner
Vice President, Product Marketing, ADP
Alpharetta, GA



1.05. Tools and Technology Track: Identity Theft and Cybercrime Risks, Liabilities and Prevention: Risks & Exposures relating to HR and Employee Benefits

Cynthia Marcotte Stamer
Glast, Phillips & Murray, PC
Dallas, TX



1.06. Supplemental Health/Voluntary Benefits Track: Seeing the Big Picture - The Benefits of Collaborative Health Management in Eyecare and Beyond

Al Schubert
Vice President, Strategic Alliances & Managed Care, VSP
Sacramento, CA

9:00 a.m.

Transition Break

9:15 a.m. Concurrent Sessions II



2.01. Health Benefit Management Track: Care Management: The Impact and Future Trends

Michael B. Garrett, MS, CCM
Vice President, Business Development
Qualis Health
Seattle, WA

Kara Trott
Chief Executive Officer, Quantum Health
Columbus, OH



2.02. Health Care Consumerism Track: A Step-by-Step Approach to Implementing Health Savings Accounts in Small to Mid-sized Companies

J. Michael Vittoria
Director of Human Resources
Bacou-Dalloz USA, Inc.
Smithfield, RI



2.03. Retirement Plans and Personal Finance Track: 401(k) Plan Fees - How does your plan compare? A Case Study

Wayne Bogosian
President & Chief Executive Officer
The PFE Group
Southborough, MA

Michael Crowley, Esq.
Associate General Counsel
National Futures Association
Chicago, IL



2.04. HR & Benefit In-sourcing/Outsourcing Track: Making the Right Outsourcing and Vendor Decisions

Patrick J. Hatfield, Esq.
Partner, Lord, Bissell & Brook LLP
Atlanta, GA



2.05. Tools and Technology Track: What Electronic Health Records (EHR) Mean to Employers

Amy Leopard, Esq.
Partner, Walter & Haverfield
Cleveland, OH

Jim Bureau
VP, Sales & Marketing
Shared Health
Chattanooga, TN



2.06. Supplemental Health/Voluntary Benefits Track: Emerging Specialty Benefits and EAPs

Ann Clark, PhD
Chief Executive Officer
ACI Specialty Benefits
San Diego, CA

10:15 a.m.

Transition Break

10:30 a.m. Concurrent Sessions III



3.01. Health Benefit Management Track: Medicare Advantage: A Retiree Health Solution

Jean LeMasurier
Director, Employer Group Practice
Gorman Health Group, LLC
Washington, DC



3.02. Health Care Consumerism Track: The Impact of Health Plan Price and Quality Transparency on Employers and Consumers

Geoffrey B. Baker, MBA
Chief Executive Officer and President, Med-Vantage, Inc.
San Francisco, CA



3.03. Retirement Plans and Personal Finance Track: The Impact of the Pension Protection Act on Employers and Plan Participants

Fred Barstein
President and Chief Executive Officer
401K Exchange
Greenacres, FL



3.04. HR & Benefit In-sourcing/Outsourcing Track: HR Outsourcing: PEOs solutions for small and mid-size companies

Layne Davlin
Chief Executive Officer, NetPEO
Lawrenceville, GA



3.05. Tools and Technology Track: Convergence of Interests: Various Stakeholders Helping Consumers with Tools to Improve Their Health

Ann Mond Johnson
Senior Vice President, WebMD Health Services
River Forest, IL



3.06. Supplemental Health/Voluntary Benefits Track: Discount Medical Cards - One part of the Solution

Terry Tullo
President, New Benefits, Ltd.
Dallas, TX

11:30 a.m.

Luncheon in Exhibit Hall

1:30 p.m. Concurrent Sessions IV



4.01. Health Benefit Management Track: On Site Clinics and Convenient Care Clinics: their Emerging Role in Benefit Design

Mike LaPenna
Principal, The LaPenna Group, Inc.
Grand Rapids, MI

Charles "Chuck" Peck, MD
Chief Medical Officer
Take Care Health Systems
Conshohocken, PA



4.02. Health Care Consumerism Track: Legal Perspectives: Evaluation, Design and Administration of Consumer Driven Health Care

Cheryl Risley Hughes, Esq.
Principal, Sanders, Schnabel & Brandenburg, PC
Washington, DC

Susan Nash, Esq.
Partner, McDermott Will & Emery
Chicago, IL



4.03. Retirement Plans and Personal Finance Track: Lawsuits are filed attacking fiduciaries - The Prudent Response

Chip Hunt
Accredited Investment Fiduciary
Prime Trust Advisors
Greenville, SC



4.04. HR & Benefit In-sourcing/Outsourcing Track: Outsourced Benefits Administration Enables HR to focus on Strategic Initiative While Improving Service to Employees

Daryl Ashley (Invited)
Executive Vice President, Workscape
Marlborough, MA



4.05. Tools and Technology Track: Value Based Purchasing: Tools for Health Plan Performance Measurement

Dennis White
Executive Vice President
National Business Coalition on Health
Washington, DC



4.06. Supplemental Health/Voluntary Benefits Track: Ten Characteristics of the Most Successful Worksite Wellness Programs

Don R. Powell, PhD
President and Chief Executive Officer
American Institute for Preventive Medicine
Farmington Hills, MI

2:30 p.m.

Transition Break

2:45 p.m. Concurrent Sessions V



5.01. Health Benefit Management Track: Managing your Benefit Plan with Accreditation or Certification

J. Rosie Burke
Director of External Relations
The Joint Commission
Oakbrook Terrace, IL



5.02. Health Care Consumerism Track: HSA, HRA and Consumerism use in Collective Bargaining

Pete Kaehler
Chief Executive Officer, Vende' Inc.
Saint Paul, MN



5.03. Retirement Plans and Personal Finance Track: Retirement Is Just Not Going to Work for 401k Participants...Until You Fix It

Dennis Ackley
President, Ackley Associates
Kansas City, MO



5.04. Supplemental Health/Voluntary Benefits Track (A): With the Changing Face of Healthcare and Workforce Demographics What is the Role of Voluntary Benefits, including Supplemental Medical, Long Term Care, Critical Care, Dental, Vision and Hearing?

Richard A. Storms, CEBS
Senior Associate, Mercer Health & Benefits
Chair, International Society of Certified Employee Benefit Specialists
Minneapolis, MN



5.05. Tools and Technology Track: Think holistically, not Transactionally - Control Your Costs by Controlling the Data

Christopher Mile
Consultant, Solution, Integration & Design
Highroads
Woburn, MA



5.06. Supplemental Health/Voluntary Benefits Track (B) Vision Benefit Administrative and Financial Issues

John Davis
Vice President, Opticare
Rocky Mount, NC

3:45 p.m.

Refreshment Break in Exhibit Hall


4:15 p.m.

OPM Benefit Management Challenges

Daniel A. Green
Deputy Associate Director
Center for Employee and Family Support
Strategic Human Resources Policy Division
Office of Personnel Management
Washington, DC

4:45 p.m.

Benefits Managers Roundtable: What are the Greatest Upcoming Challenges in Benefits Management, and How do we Address Them?

Karen Kay Barnes, Esq.
Managing Counsel, McDonald's Corporation
Oak Brook, IL

Kathy Bartow
Director, Benefit Programs
Fujitsu America, Inc.
San Jose, CA

Daniel A. Green
Deputy Associate Director
Center for Employee and Family Support
Strategic Human Resources Policy Division
Office of Personnel Management
Washington, DC

Richard A. Storms, CEBS
Senior Associate, Mercer Health & Benefits
Chair, International Society of Certified Employee Benefit Specialists
Minneapolis, MN
(Moderator)

5:45 p.m.

Adjournment





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