2012 FORUM East Featured Speaker Profiles
Ron Bachman
FSA, MAAA, Sr. Fellow Center for Health Transformation, President of Healthcare Visions & Chairman of The Institute for HealthCare Consumerism Editorial Advisory Board
General Sessions: Opening General Session – Day One, “The Journey to HealthCare Consumerism”, Morning General Session – Day Two, “Health Care Reform: A Potential Pothole on the Journey to HealthCare Consumerism”.
Ronald E. Bachman is a Senior Fellow of the Center for Health Transformation (CHT) and a respected actuary with extensive experience in healthcare strategy for payers, providers and employers. Bachman comes to CHT from PricewaterhouseCoopers where he was a partner who consulted with a broad range of clients including: employers, HMOs, hospitals, physicians, indemnity carriers, BlueCross BlueShield plans, as well as State and Federal Agency clients. Bachman is the author of several publications, including “Consumer-Driven Healthcare,” “The Future is Now” and “Giving Patients More Control” published by the National Center for Policy Analysis. He has written numerous articles such as, Boomers Will Revise an Aged, Ineffective System and “Consumer-centric Medicare,” both co-authored with Newt Gingrich, founder of the Center for Health Transformation. As an advisor to the Wye River Group on Health (WRGH), Bachman was instrumental in two seminal reports entitled “An Employer’s Guide to Patient-Directed Healthcare Benefits” and “An Employer’s Guide to Pharmaceutical Benefits.” Bachman is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He obtained a Masters in Actuarial Science from Georgia State University and a Bachelor of Science in Applied Mathematics from the Georgia Institute of Technology.
Dr. Wendy Lynch
Co-director, Altarum Center for Consumer Choice in Health Care
General Session: Opening General Session – Day One, “The Journey to HealthCare Consumerism”.
For 25 years, Dr. Wendy Lynch has studied human and business performance. Her career includes faculty positions at the University of Colorado and Principal at Mercer Consulting. Now Dr. Lynch runs her own consulting firm and serves as Co-director of the Center for Consumer Choice in Health Care at the Altarum Institute. She also holds an adjunct position of Assistant Professor at IUPUI. She holds a Doctorate in Research Methodology, and has produced pivotal studies in productivity assessment and human capital management. A regular speaker and blogger, Dr. Lynch is also an author of the books “Aligning incentives, Information and Choice” and “Who Survives? How Benefits Costs are Killing Your Business.”
Roy Ramthun
President, HSA Consulting Services, LLC; Former Senior Health Policy Advisor to President George W. Bush
General Session: Morning General Session – Day Two, “Health Care Reform: A Potential Pothole on the Journey to HealthCare Consumerism”.
Roy Ramthun is a nationally-recognized expert on Health Savings Accounts and consumer-directed health care issues. He led the U.S. Treasury Department’s implementation of HSAs after they were enacted into law in 2003. President George W. Bush then tapped Ramthun to be his health care policy advisor at the White House, where he developed the President’s proposals to expand HSAs while overseeing the implementation of the Medicare prescription drug benefit (Part D). As President of HSA Consulting Services, LLC, he continues to be an advocate for consumerism in health care and is a frequent speaker at conferences and seminars around the country. Ramthun has over twenty years of health care and public policy experience, both in government and in the private sector. He has served on the staff of the U.S. Senate Committee on Finance and the U.S. Health Care Financing administration (now known as the Centers for Medicare & Medicaid Services). He also spent eight years with Humana Inc. Ramthun holds a Master of Science degree in Public Health from the University of North Carolina, and a Bachelor of Science degree from the University of Michigan. He is also a Visiting Fellow at the Council for Affordable Health Insurance and serves on the boards of several companies and foundations. Ramthun is the 2008 recipient of the Pioneer in Public Policy awarded by Consumers for Health Care Choices. He and his family have had an HSA since 2005.
John Hickman
Partner, Alston + Bird LLP
General Session: Morning General Session – Day Two, “Health Care Reform: A Potential Pothole on the Journey to Health Care Consumerism”.
John Hickman is head of the Alston + Bird, LLP Health Benefits Practice where he leads five attorneys devoted exclusively to new health care reform issues under PPACA, HIPAA privacy, flexible benefits, and other health and welfare benefit issues. Hickman has been a pioneer in the consumer directed health care arena and has worked closely with health plans, financial institutions and employers as well as the IRS, Treasury, and DOL in developing guidance for tax-favored health reimbursement arrangements (HRAs) and health savings accounts (HSAs). Hickman has been listed in The Best Lawyers in America (Woodward/White) and Who’s Who Legal in the employee benefits area. Hickman has lectured widely and published articles on HIPAA, ERISA litigation, cafeteria and health plan issues. He is co-author of the "Cafeteria Plans Manual," "HIPAA Portability and Privacy" and "Consumer-Driven Health Care" (published by the Employee Benefits Institute of America). Hickman is head of the Technical Advisory Committee and is on the board of the Employers Council on Flexible Compensation (ECFC). Hickman is also an adjunct professor of law at Emory University School of Law.
Jon Comola
CEO and Chairman, Wye River Group and Founder of Foundation for American Healthcare Leadership
General Session: Closing General Session – Day Two, Employer Panel: “What Health Care Consumerism Means to You”.
Jon Comola currently serves as Chief Executive Officer and Chairman of the Board of Directors of Wye River Group (WRGH.org). Comola founded the group in 1997 to champion new solutions and form the basis of support for a new vision for America’s health care system focused on market-based solutions and public-private partnerships. He is also the founder of the Foundation for American Healthcare Leadership, Leading Healthy Communities and the Global Knowledge Exchange Network (www.GKEN.org). Comola has more than 30 years of experience in behind the scenes relationship brokering. Prior to founding the not for profit 501 c-3 Wye River Group in 1997, Comola was appointed as VP of Government Affairs at Blue Cross and Blue Shield of Texas in 1990 and was distinguished as their youngest corporate officer. Prior to his role at Blue Cross he was Chief of Staff to now Congressman Green from Houston. Comola has also served as an informal advisor on business and public policy issues to office holders and corporate leaders, counseling them in the development and execution of strategies targeted to achieve business development and/or public affairs objectives.
Doug Field
CEO, The Institute for HealthCare Consumerism and Producers of IHC Forum
Doug Field is producer of “IHC FORUM,” CEO of The Institute for HealthCare Consumerism and CEO of FieldMedia, LLC, a leading media company with magazines, networking web communities and events to serve the Employer (www.employersweb.com) and Health Care (www.thihcc.com) markets. FieldMedia is the only media devoted exclusively to “consumer-directed health care” and Employersweb.com is vastly becoming the No. 1 marketing source for Employers wanting to better manage their workforce through benefits, compensation, work-life, recognition and career development resources. Field has owned and operated a number of business-to-business magazines and trade shows such as "Environment Today," "Employee Benefit News," Benefits Expo, "Veterinary Products News" and "Workforce Training News." He is a graduate of Ohio State University.
Trudie Nacin
Division Chief, State Health Benefit Plan Georgia Department of Community Health
General Session: Closing General Session – Day Two, Employer Panel: “What Health Care Consumerism Means to You”.
Trudie Nacin is the Division Chief of the State Health Benefit Plan, a plan that covers over 696,000 lives in Georgia with 44 percent of those lives in consumer driven health plans. Her previous positions at the state include Director of Operations as well as Deputy Chief, before her promotion to Division Chief. Prior to her role at the state, Nacin worked as the operations manager for the Managed Care division of Per Se Technologies in Atlanta. Nacin has over twenty years of prior experience in health benefit operations, including underwriting, claims, and network management. Nacin holds a B.A. from the University of South Florida and an M.B.A. from Brenau University.
John Young
Senior Vice President, Consumerism, Cigna Healthcare
General Session: Afternoon General Session – Day One, “Health Plan Provider Panel”.
John Young is Senior Vice President, Consumerism for CIGNA Healthcare. Young serves as a primary resource for driving CIGNA’s consumer driven health strategy through national mid-market sales and service regions. Young has 24 years of employee benefits industry experience, with eight years devoted to consumer driven healthcare. He was a founder of Consumer Driven Marketing, which served as the mid-market distribution system for Definity Health. Operating as regional director and sales leader, Young also served as technical lead for the division. Young also served as office head of Great-West Healthcare in Minneapolis as well as their national consumer driven health expert. Young also was Vice President of Employee Benefit Consulting divisions of Marsh and Sedgwick Noble Lowndes. Young is a former Executive Board member for Consumers for Health Care Choices, which represents the views of the health care consumer to policy makers and industry leadership. Young also served as Chair of the Industry Advisory Committee of the HSA Council.
R. John Kaegi
Chief Corporate Strategist, Healthstat Inc.
Workshop: 104 – Making the Health Commitment
R. John Kaegi, Chief Corporate Strategist: One of the health care industry’s leading innovation experts, Kaegi came to Healthstat after experiencing its benefits first hand. As chief strategy officer at Blue Cross Blue Shield of Florida, Kaegi was responsible for the development of critical business strategies and served as a member of the prestigious Harvard/Kennedy School Health Care Delivery Policy Program. After recommending the implementation of a Healthstat clinic at BCBSF company headquarters, he soon recognized its larger potential as a formidable solution for the nation’s growing health care problems. Desiring to be a permanent part of the solution, Kaegi became a part of the Healthstat team in late 2010 charged with identifying new avenues of opportunity and formulating strategy for its effective pursuit.
Dave Racer
President, Coalition for Healthcare Redesign
Workshop: 105 – Comprehensive Health Care Redesign 25 Keys to Redesign U.S. Health Care
Since 2006, Dave Racer has delivered CE courses for professional health insurance agents in more than 25 states across the country, including a CE presentation at the national conference of the National Association of Insurance and Financial Advisors. In 2011, Racer began serving as a facilitator for the Chartered Benefit Consultant designation on behalf of the National Association of Alternative Benefit Consultants. Racer authored "Comprehensive Health Care Redesign: 25 Keys to Redesign U.S. Health Care" and co-author of five other books dealing with the U.S. health care system; "Your Health Matters: What you need to know about U.S. health care,& "FACTS: Not Fiction, What really ails the U.S. health care system," "Why Health Care Costs so Much: The Solution-Consumers" and "Why Health Care Costs so Much: Governments’ Real Role." Racer is President of the Coalition for Healthcare Redesign. Chicago-based policy center, The Heartland Institute, named Racer to its Board of Policy Advisors. He serves as a Board Member of the Minnesota Physicians and Patients Alliance, and on the Advisory Board of Mindsharp, a Twin Cities-based web training educational organization. Racer is a member of the Minnesota Association of Health Underwriters and of the Health Exchange Working Group of the National Association of Health Underwriters.
Harry Gottlieb
Founder, The Jellyvision Lab, Inc.
Harry Gottlieb founded Jellyvision in 1989. The company had a different name then, and the international headquarters was in his bedroom, in the corner, over by the closet. In 1995, he created YOU DON’T KNOW JACK, an irreverent trivia party game franchise that sold over 5 million copies. Since then, Jellyvision has expanded into marketing and corporate communications, making learning and decision-making delightful for scores of big companies like, say, Microsoft, Comcast, Aetna and Clorox. In 2009, employee benefits caught his eye…because, well, it seemed so confusing and boring at the same time. And for Harry, that’s sort of a turn-on…in a “My Fair Lady” kind of way, if you get my drift. Anyway, ALEX™: THE JELLYVISION BENEFITS COUNSELOR was soon born. To date, over 87,000 employees have taken a survey after experiencing this program, and 91.3 percent said they understood and appreciated their benefits more thanks to ALEX.
Ernie Harris
Senior Product Manager for Consumer Directed Health Care at Ceridian
Workshop: 101 – Employee Engagement Strategies: Unlocking the Potential of Your CDHC Program
Since joining Ceridian in June 2010, Ernie Harris has been responsible for the management and future development of Ceridian’s national consumer directed health care service offering. Over the course of his 24-year career, he has served in product management roles for Raymond James, Baltimore Gas & Electric and TDAmeritrade. As an emerging thought leader on consumerism in health care, Harris is focused on how employers can best deploy their benefits resources to meet the often competing goals of offering world class health care benefits and maintaining strong balance sheets. Harris has earned numerous appellations in the product management field, including designations from the Product Management and Development Association (PDMA) and the Association of Business Process Management Professionals. He also holds a Series 7 securities license from the Financial Industry Regulatory Authority. Harris is proud graduate of the University of Maryland where he earned a degree in computer science, and is an active member in several professional and community organizations. He currently serves as president of the Tampa Bay Product Development & Management Association (PDMA) and supports community initiatives and charities focused on environmental protection including Tampa Bay Watch and the Sierra Club of Florida.
Bruce Sherman
MD, FCCP, FACOEM and Medical Director, Employers Health Coalition
Workshop: 208 – Value-Based Insurance Design and Chiropractic Care: An Unlikely Partnership?
Bruce Sherman, MD, FCCP, FACOEM, serves as Medical Director with the Employers Health Coalition of Ohio, where he brings health management strategies to member employer members, and leads the analytics strategy for the Coalition’s member health data warehouse. Dr. Sherman has particular interest in the areas of the business value of health and innovative employer approaches to healthcare delivery. Dr. Sherman is on the leadership board of the Patient-Centered Primary Care Collaborative, a multi-stakeholder initiative to advance the patient-centered medical home, where he co-chairs the Center for Employer Engagement. Dr. Sherman is also a member of the leadership Boards for the Integrated Benefits Institute and the Center for Health Value Innovation. A frequent speaker, he has presented workforce health management strategies to diverse audiences, and has published numerous related articles. Dr. Sherman received his MD from New York University School of Medicine, his MA from Harvard University and his bachelor’s degree from Brown University. He is board-certified in internal medicine, pulmonary medicine and critical care medicine. Dr. Sherman continues as a member of the clinical faculty in the Department of Medicine at the Case Western Reserve University School of Medicine.
D.W. Edington, Ph.D.
Professor, Division of Kinesiology, Director, Health Management Research Center, University of Michigan
General Session: Closing General Session – Day One, “Population Health Management Multi Stakeholder Panel”.
D.W. Edington is a Professor in the Division of Kinesiology at the University of Michigan, Director of the Health Management Research Center and a Research Scientist in the School of Public Health. Dr. Edington’s research focuses on the precursors of disease and vitality. His interest is in the relationships between healthy lifestyles, vitality and quality of life, as they benefit both individuals and organizations. He is specifically interested in how individual health promotion, worksite wellness activities and programs within organizations impact health care cost containment, productivity and human resource development. He is the author and co-author of over 700 articles, presentations and several books.
Josh Hilgers
President, Health Partners America
Josh Hilgers attended college at SAGU in Texas. After working for five years in youth ministry Hilgers began a carrier in individual health insurance sales in 2001. Hilgers has marketed health insurance in multiple states, and has become an expert in consumer driven health care and the communication of these plan designs. Hilgers started Innovative Benefits Consulting — now Health Partners America in 2007. The focus at HPA is to stay ahead of the curve in the rapidly changing insurance marketplace by understanding the ever-changing tax and legal issues as well as they latest products and designs from the nation’s leading carriers. In 2009 Hilgers created Health Partners Training to engage and train agents across the country about the defined contribution platform and how to implement it. HPA utilizes its expertise in tax and legal structure of benefit plans, plan design and carrier knowledge to provide both employers and employees the most cost effective risk management solutions. HPA’s LEARN, SELL, AMPLIFY, GROW strategy has helped increase the revenue of thousands of agents across the country. Hilgers is a frequent guest on talk radio shows and has written several articles for business and trade publications.
Jennifer Sargent
Vice President, myHealthCheck
General Session: Closing General Session – Day One, “Population Health Management Multi Stakeholder Panel”.
Workshop: 107 – Results Based Health Care Benefits – Managing Costs Through Personal Responsibility
Over 10 years of experience working in health management. Prior to joining Life Time, Jennifer Sargent served as Senior Vice President of Sales for U.S. Preventive Medicine. Her career also includes time at Matria Healthcare as Vice President of Sales and Medica Health Plans as Fitness Program Manager. Sargent’s professional experience also has included managing health enhancement programs for 3M and the University of North Dakota. She has an extensive background in presenting and training including four years experience as a Master Trainer for the National Exercise Trainers Association. A graduate of the University of Minnesota Duluth, Sargent has a Master of Science in Kinesiology and is currently pursuing her EMBA at the Carlson School of Business. Sargent has over 10 years of experience working with corporations to implement health management programs and can provide tangible examples of what has and has not worked in health management. Sargent is a dynamic speaker with experience speaking on a variety of wellness topics at events such as MN Physician’s Group, U of M Human Resources Institiute, MAHU, SHRM and World Congress.
Jeff Hancock
SVP Product & Marketing, TSYS Healthcare
Jeff Hancock leads TSYS’ product efforts in the fast growing and changing world of health care payments, now estimated to be worth more than $2 trillion a year. With ownership of TSYS’ innovative My Care Card™, his goal is to make TSYS the market leading health care payment card and platform. Prior to joining TSYS, Hancock managed RelayHealth’s provider payment product suite, which included a first-to-market consumer driven healthcare payment solution for pharmacies, physicians and hospitals. Hancock’s career has included significant health initiatives. He created the consumer driven product suite for John Deere Health (now United Healthcare of the River Valley), partnering with Wells Fargo and FlexAmerica to provide FSA, HRA and HSA products. Hancock later took his employee benefit expertise to FlexAmerica, now PayFlex, one of the largest TPAs in the county. As the Southeast Regional Sales Director, Hancock worked with large employers with their consumer driven health care benefits strategy. Hancock earned a bachelor’s degree in Biochemistry from the University of Georgia. He also earned a dual masters degree with dual masters degree in Business Administration and Health Administration from Georgia State University.
Ralph Bernstein
SVP, Healthcare Payment Solutions, U.S. Bank
Ralph Bernstein is Senior Vice President of the Emerging Strategies and Innovation group for U.S. Bank’s Corporate Payment Systems business line. The group looks at new and emerging markets, as well as new products, trends and technologies with the mission of identifying opportunities and moving them from "trend spotting”" to incorporation into the broader U.S. Bank enterprise. Bernstein has more than 20 years of experience in the financial services and health care industries, including payments, credit and debit and international banking. Prior to joining U.S. Bank, he served as vice president of card solutions for Exante Financial Services (now OptumHealth Financial Services), a division of UnitedHealth Group, and as principal of RS3 Solutions, Inc. a health care, banking and payments consulting firm. Bernstein rejoined U.S. Bank in April 2008. From 1996 – 1999 he served as vice president of emerging products and markets for the bank’s Corporate Payment Systems group. He has also held leadership positions with LumenSoft USA, Gelco Expense Network and Electronic Data Systems. His background includes management positions in credit and debit card issuing, product development and management, sales, operations and finance.
Tony Holmes
FSA, MAAA, FCA, Mercer Health and Benefits LLC
Workshop: 308 – Updating your CDHP, health reform and cost strategies – A Total Replacement CDHP Case Study
Tony Holmes is a Partner in the Atlanta office of Mercer Health and Benefits (‘Mercer’). He is Mercer’s Consumerism Practice Leader for the South Zone, and a member of national health management and consumerism advisory groups, specializing in emerging ways to encourage employees to improve health cost and quality outcomes by becoming better informed and engaged in their purchase and use of health care. He is also a member on Mercer’s National Consulting Advisory Group that identifies best and emerging practices with large organizations. Areas of focus include the strategic assessment, design and pricing of employee health benefit plans and the analysis of evolving consumerism and consumer directed healthcare programs. He assists clients with strategic health management, health care reform, underwriting, network and financial analysis, as well as alignment with their broader strategic HR and total rewards programs. His broad-based and unique blend of health experience and communication, strategy and technical skills enables him to find creative, practical, and cost-effective solutions to his clients’ needs.
Kim Adler
Vice President of National Accounts for Allstate Benefits
Workshop: 103 – The Changing Role of Supplemental Health Benefits and Health Care Consumerism Initiatives
Kim Adler has a solid professional background in consulting and marketing management with over two decades of experience focusing on consumerism. A strong focus on putting in strategies with employers to leverage existing investments and help their employees mitigate risk, exposure and empower themselves as better consumers. This has included all facets of business development, strategic market planning, concept and brand development. She excels in all aspects of acquiring, servicing and retaining large employers, as well as establishing partnerships to maximize company profitability. Adler utilizes her experience to successfully improve sales and expand market share. She also works effectively at developing, training and supervising consultant teams. Adler is currently the Vice President of National Accounts for Allstate Benefits in Atlanta, Georgia, responsible for all facets of developing, servicing and retaining client companies with over 5,000 lives for this major insurance company.
Kate Crouch
Founder, Health and Welfare Benefit Services
Kate Crouch is the founder of Health and Welfare Benefit Services. Her focus is to help midsized employers navigate the ever-changing health and welfare portion of their businesses. Her philosophy is grounded in the belief that “health care costs” must be looked at as a corporate strategy. Her aim is to bring data analysis tools to mid-size companies that larger corporations utilize. Crouch has teamed up with Cambria Smith, founder of Transitions RBG to help employers convert costly “retiree benefit plans” into individual plans through a CMS approved portal that allows the retiree to shop all plan options and pick the appropriate plan based on their particular needs. Crouch holds a degree in Economics from University of San Francisco and entered into the insurance industry in the late 80s where she specialized in executive coverage, such as LTD, business overhead, buy/sell agreements and health care coverage. She has been responsible for developing relationships with employers that represent over $15,000,000 of client premium. Currently Crouch is an active member of SEBC, PLUS and the ABA Employee Benefits committee. She has served on the Aetna US Healthcare Advisory Council in addition to the Paul Revere Executive Advisory Council, and has successfully given presentations on DOL compliance for both SEBC and PLUS.
Karen Hunt
Vice President, Paragon
Workshop: 304 – Picking a Self-Funded Claims Administrator
Karen Hunt joined Paragon Benefits in June of 1995. Prior to her appointment as Vice President, Hunt served Paragon as Manager of Marketing and Administration, and earlier as Marketing Coordinator. Her success is based on her ability to develop close relationships with representatives of client companies as well as with Brokers and Agents in the insurance arena. Hunt’s unsurpassed dedication to Paragon’s customers and high standards of excellence has been instrumental in leading Paragon to unprecedented growth. Hunt and her dedicated team of marketing and sales professionals consistently exceed corporate goals and objectives. Hunt’s team is directly responsible for quoting and assisting agents on behalf of their clients for HSA, FSA, HRA, payroll and self funded claims administrative services. Prior to joining Paragon Benefits, Hunt served in the capacity of Insurance Coordinator and Lease Administrator for a major national corporation in the entertainment industry. She was responsible for the Liability as well as Property & Casualty coverage of over 470 structures in various locations. As Insurance Coordinator, Hunt was involved with corporate attorneys in representing the company whenever lawsuits arose. During her career, Hunt has accumulated many hours of education and training, including courses in Management and Leadership Skills, technical courses in Property and Casualty Insurance, various computer software courses, Customer Service training, as well as her Life & Health & Accident insurance license.
Ethan Prater
Vice President of Product Marketing at Castlight Health
Workshop: 204 – Engaging Employees in Smart Health Care Purchasing Decisions
Ethan Prater leads Castlight’s product management and consumer marketing areas. He joined Castlight after serving in various product and marketing leadership positions at Yahoo, IGN Entertainment, DoubleClick, MyBuys and Jigsaw. As Jigsaw’s VP of Product Marketing, he oversaw the market introduction and growth of the leading consumer-contributed directory of company and contact information. Prater holds an M.B.A. from the Wharton School of the University of Pennsylvania and a B.A. in German Literature from Yale University.
Jody L. Dietel, CFCI
Chief Compliance Officer, WageWorks, Inc.
Workshop: 206 – Show me the Money: Improving Health Status with Consumer-Directed Accounts
To her role as Chief Compliance Officer, Jody L. Dietel brings years of flexible benefits industry expertise and experience. She has served as President of the Special Interest Group for IIAS Standards (SIGIS) and currently chairs the List Review Working Group. She is also active with the Employers Council of Flexible Compensation, where she is currently involved with the Conference, Education and Legislative/Lobbying Committees and is a member of the Technical Advisory Committee. She is also a frequent speaker at industry functions and is the only non-attorney to present at Employee Benefits Institute of America’s conferences. Prior to joining WageWorks, Dietel was the founder and chief executive of Creative Benefits, Inc., successful Consumer Driven Healthcare (CDH) Benefits Administrator recently acquired by WageWorks. As Creative Benefits’ chief executive, Dietel was responsible for the successful integration of the two companies’ people, products and services. As WageWorks’ compliance officer, Dietel will help the company navigate the maze of federal and state regulation and serve as a liaison between WageWorks and key industry groups and governing bodies. Before founding Creative Benefits, she held positions of responsibility at Prudential Insurance Company of America and the Wyatt Company (now Towers Watson). Dietel holds a Bachelor of Arts Degree in psychology from Bethel University in St. Paul, MN and is certified as a flexible compensation instructor through the ECFC.
Michael Cadger
Founder and CEO of Monocle Health Data
Workshop: 306 – CDHP + Price Transparency = Bigger Savings and ROI
Michael Cadger is Founder and CEO of Monocle Health Data, and is a pioneer in health care price and quality. Cadger is a former PwC Healthcare Partner. He developed the first Centers of Excellence for major employers — revealing providers with concentrated proficiency and efficiency and empowering employees to get better care at lower prices. Cadger has also been a hospital CFO and insurer CFO and CEO. He holds a MBA from the Wharton School and a BS in Finance with Honors from the University of Tennessee. He is Vice Chair of the Henry W. Grady Foundation and an active member of several organizations performing healthcare IT workforce planning.
Dan Morrill
CDHC Specialist, Co-Founder, President, Dynamic Benefit
Workshop: 205 – Taking the Fear out of High-deductible Health Plans
With 20 years of experience as a benefits consultant in both small and large firms, Dan Morrill’s success is rooted in his exceptional understanding of how technology can be used to perform detailed and complex health plan analysis. His ability to take complex analysis and break it down to easily understood reports and proposals for his employer, clients and their employees is extraordinary in a complex industry. Previous employers are still utilizing his groundbreaking approach today. Recognizing there was no specific tool designed to perform real time interactive plan design, his vision formed the basis of Dynamic Benefit Systems. His defined budget approach was integrated into a powerful software system that is replacing static spreadsheets with a state of the art real time interactive plan design tool. As a faculty speaker for Lorman Education, Dan has presented seminars on Consumer Driven Health Care (CDHC) for continuing education for Insurance Agents, Attorneys, Accountants and HR professionals. He is a member of the National Association of Health Underwriters, and has been a columnist in several business publications regarding Wellness Plans and CDHC. In 2009, he was recognized by his local newspaper for his role in developing Dynamic Benefit Systems. In addition to being recognized in 2010 as a "Superstar" in the Innovator category for "CDHC Solutions Magazine" and "Employers Web," he was also profiled in the "Consumer Driven" segment of "Benefit Selling Magazine." Morrill is a recognized national expert on CDHC plan design and has presented to Fortune 500 Companies as well as some of the top agencies in the country. True to the Dynamic Benefit Systems Servant Leadership model, Morrill stays active in his community through participation in a number of service clubs and charitable organizations. He is a proud advocate and chairs the Philanthropy Committee for the Board of Directors of NE Wisconsin Region of The American Red Cross.
Don Doster
President and CEO, gBehavior
Workshop: 203 – PBM Trends and Best Practices
Don Doster is an entrepreneur and founder of Global Behavioral Solutions, LLC "gBehavior". Doster has over 25 years of business development and leadership experience. Doster is established leader in the incentive industry and is widely regarded as an expert in incentive-based behavior management; especially in the areas of Health and Wellness and Corporate Safety. Doster is a skilled and entertaining speaker and will share his unique perspective of employee performance improvement and wellness enhancement programs.
Elizabeth Dixon
Wellness Director of Chick-fil-A
Elizabeth David Dixon focuses on the intersection of health and maximizing energy. An Orlando, Florida native, Elizabeth graduated from Liberty University with a degree in Exercise Science. After completing an undergraduate internship at Cooper Aerobics Center in Dallas, Texas, she was hired in 2004 to create a wellness program for the Chick-fil-A Corporate Headquarters in Atlanta, Georgia. The Wellness Center, having grown to a staff of 6, has exceeded industry standards with over 50% active participation. Since 2004 Chick-fil-A has been recognized annually as the Most Fit Company in Atlanta. In 2004, Elizabeth founded the Atlanta Wellness Professionals, which is a network of wellness staff representing over 30 companies. In 2008 she created the Atlanta Challenge with nine major Atlanta companies engaged in a wellness competition. Successful results provided the impetus to launch the U.S. City Challenge, providing the opportunity for major corporations across the U.S. to compete within their own cities. Besides developing new programs for Chick-fil-A, Elizabeth is able to motivate others as she is requested to speak to groups outside the company. In her leisure time she enjoys quality time with her husband, John, her family and friends, cooking, and anything outdoors…triathlons, scuba diving, hiking, and her newest interest – surfing.
Todd Eason
COBRA Product Specialist, DataPath Inc.
Workshop: 302 – COBRA in the Age of Health Reform
Since 2003 Todd Eason has been a key player in the design, training, and support of DataPath, Inc.’s DPI COBRA administration software. Eason is Certified in Flexible Compensation (CFC) and as a Cobra Administration Specialist (CAS) by the Employer’s Council on Flexible Compensation (ECFC) and holds a BS in Political Science with an emphasis in Quantitative Methodology from the University of Central Arkansas. Prior to joining DataPath, he was a Regional Project Manager and Wireless Specialist with Lucent Technologies.
Jim Priebe
Chief Growth Officer, Acclaris, Inc.
Workshop: 108 – Simplifying and Administering Consumer-directed Health Plans
Jim Priebe is a member of the Acclaris Executive Management Team and leads Sales, Client Relationship Management, and Marketing. Priebe joined Acclaris in September 2011 and is a respected health care insurance / benefits industry veteran of more than 20 years of experience and an early adopter of CDH programs and debit cards. Priebe has also played instrumental roles in helping shape legislation both at the State and Federal level for CDH. Prior to joining Acclaris, Priebe was with UnitedHealth Group’s OptumHealth Financial Services as a member of their Executive Management Team. While at OptumHealth, Priebe contributed to the company’s strategic direction as he built Innovative Products; and developed Sales, Relationship Management and Marketing teams. He was also responsible for directing and leading award-winning Health Savings Account communication and adoption programs. Priebe, who also held senior executive positions with MMSI, part of Mayo Clinic Health Solutions, and employee benefits plan Third Party Administrators Sheffield, Olson & McQueen and DCA. Priebe has a degree in Marketing Management and Communications from Concordia University.
Daniel L. Cottrell
VP, CIGNA Payer Solutions
Workshop: 304 – Picking a Self-Funded Claims Administrator
After finishing his education at California Universiy, Dan entered into the healthcare indusrty and has had the opportunity to serve in a wide variety of roles. His experience includes achieveing sales records which still stand to date at BlueCross BlueShield of TN, serving in a consulting capacity with Willis, Inc., and a variety of roles within CIGNA. Dan has been very involved in providing consumer directed healthcare solutions in the marketplace and and has a broad range of experience of working with large employers with an annual healthcare spend greater than 50M annually. Dan resides in Collierville, TN with his wife and three children.
Craig Hankins
Consumerism Lead, Product & Innovation, UnitedHealthcare
General Session: Afternoon General Session – Day One, “Health Plan Provider Panel”.
Craig Hankins holds the consumerism lead role at UnitedHealthcare. He leads and supports efforts within UnitedHealthcare promoting consumer understanding and adoption of programs that enhance consumer engagement. Prior to this role, he led the consumer-driven health product management team at UnitedHealthcare and has worked with consumer-driven health plans for seven years to the development and launch of UnitedHealthcare’s HSA product. Since that time he has led many initiatives to improve the experience and effectiveness of CDHPs for employers and consumers alike including improvements to consumer tools and plan administration. He is a passionate advocate for better understanding consumers and their relationship with their health, leading many research projects into consumer behavior both within CDHPs and overall. Hankins combines his more than 15 years of health care experience with broad expertise gained as a management and strategy consultant. He holds an M.B.A. from New York University’s Stern School of Business and a B.A. from St. Olaf College.
Mohit M. Ghose
Vice President of Public Affairs, Aetna Inc.
General Session: Afternoon General Session – Day One, “Health Plan Provider Panel”.
Mohit creates and executes programs in corporate communications, national media relations, grassroots advocacy and coalition building that serve to enhance Aetna’s brand and reputation as a thought leader in health care. Working with Aetna’s business leadership, Mohit helps the company respond to legislative, public policy, regulatory and public relations challenges and opportunities, including all aspects of health care reform. Mohit also serves as an advisor for client-facing groups within Aetna to enhance the company’s responsiveness to clients around health care policy changes and their impact on Aetna products. Mohit works with Aetna’s account management and sales teams to engage Aetna clients, broker and consultant partners and prospects in an ongoing dialog about Aetna’s vision for a better health system that will help consumers live healthier lives and deliver better value for money. Mohit is an Aetna spokesman on public policy and also leads internal efforts on employee political education and engagement through the Aetna Citizen Action Network. ACAN now comprises close to 11000 employees who have volunteered their time and effort to advocate for workable laws and regulations on critical health policy challenges facing our country and Aetna clients. He holds a Bachelor of Arts from Franklin and Marshall College in Lancaster, Pa. He currently resides in West Hartford, Conn., with his wife, Francie, and son, Mason.
William R. Boyles
Founder, Interpro Publications Inc.
Workshop: 307 – Population Health & Wellness Workshop
William R. Boyles is the founder of a media company that publishes two specialized newsletters: Consumer Driven Market Report and HealthPlanMarkets. The company also performs industry-wide market research. Mr. Boyles has worked for over 40 years as a trained professional journalist and standing member of the U.S. House and Senate Periodical Press Galleries. He started in health care in 1971 as a medical claims review analyst for Blue Shield of Michigan, and worked in 1974 at the national Blue Shield Association (Chicago). He earned an M.A. in specialized communications from the University of Michigan, and began covering the U.S. Congress and health industry in 1976. Interpro published the first specialized newsletter on the HMO product, the first newsletter on PPOs, and in the first newsletter on consumer-driven health care.
Jeff Bakke
Chief Strategy Officer, Evolution1
Workshop: 202 – Controlling Costs and Expanding Choice with Defined Contribution Health Care
Jeff Bakke is incredibly passionate about creating business results through the use of technology. As Chief Strategy Officer at Evolution1, he leads the charge in setting the strategic direction for the company’s products and services. As a recognized technology leader in the consumer-driven healthcare market (CDH), Evolution1 – a world-class customer service organization – is dedicated to reducing costs and simplifying the business of healthcare. Jeff’s commitment and vision for delivering on Evolution1’s mission is evident through the company’s innovative technology solutions, highly successful partnerships and services relationships, and improved operations and infrastructure processes. Jeff’s career in business and technology management with healthcare and financial services companies spans more than 20 years and includes working with Blue Cross and Blue Shield of Minnesota, Medica Health Plans, Allianz, and American Express.
John Reynolds
President, FIS Healthcare Solutions
General Session: Opening General Session – Day One, “The Journey to HealthCare Consumerism”.
John Reynolds is president of FIS’ Healthcare Solutions division. He was named to this position in January 2006. In this role, Reynolds is responsible for setting and overseeing strategic marketing, sales, product development, operations and technology. John’s division incorporates several companies acquired by FIS, as well as other internally developed products and services. Prior to joining FIS, Reynolds was senior vice president and business director for Institutional Custody, Benefits Consulting and Health Benefits Services at Wells Fargo & Co. Reynolds has over 25 years of banking experience in trust services, treasury management, employee benefits, banking systems and software. Previously he managed Global Trust & Custody and was also responsible for Bryan, Pendleton, Swats & McAllister, LLC, an employee benefits consulting business with a national client base. He also managed sales and customer service within the Global Cash Management department of Mellon Bank Corporation in Pittsburgh, Pennsylvania. Reynolds has a bachelor’s degree in economics, aeronautical engineering and speech communications from the University of Minnesota. He holds a master’s degree in management and administration from Metropolitan State University in St. Paul, Minn. Additionally, Reynolds earned his Ph.D. in organization and management from Capella University in Minneapolis, Minnesota. Reynolds is a certified flight instructor and has been an adjunct instructor of aeronautical science at the University of Minnesota. He has been a frequent speaker at national financial services conferences and has published numerous articles on treasury management, electronic commerce, customer loyalty and related topics.
Kristine Hackbarth-Horn
Chief Operating Officer of People, Goodwill of North Central Wisconsin
General Session: Closing General Session – Day Two, Employer Panel: “What HealthCare Consumerism Means to You”.
Kristine Hackbarth-Horn comes to Goodwill of North Central Wisconsin with more than 20 years of HR management and leadership experience. In her current role of chief operating officer of people, she is responsible for working with more than 1,400 team members, program participants and volunteers in the organization to insure fulfillment of Goodwill NCW’s number one core value of “Putting People First.” She has severed SHRM at the local chapter and state levels for more than 10 years, her last role was as our WI State SHRM Council Director in 2009 – 2010. In 2008 – 2009 she chaired the New North Diversity Committee and is currently a member of the Governs Council on Financial Literacy. Hackbarth-Horn also has her Senior Professional in Human Resources (SPHR) Certification, Certified Compensation Professional (CCP) and Certified Benefits Professional (CBP) designations from the World at Work.
Wolf Kirsten
Founder and President of International Health Consulting
General Session: Closing General Session – Day One, “Population Health Management Multi Stakeholder Panel”.
Wolf Kirsten is Founder and President of International Health Consulting based in Tucson, Arizona and Hamburg, Germany (www.wolfkirsten.com). His consulting portfolio is truly global, advising companies on health and well-being strategies such as Johnson & Johnson, Cisco, Siemens and Novartis in many regions of the world. In addition, he consults the World Health Organization (WHO) on developing global guidelines for Healthy Workplaces. He has also been advising the governments of the Kingdom of Bahrain and Mongolia on the development of a national strategy and infrastructure for health promotion. Mr. Kirsten has published extensively on the global aspects of health promotion and wellness including the recently published book “Global Perspectives in Workplace Health Promotion”. He currently is the President-Elect of the International Association of Worksite Health Promotion (IAWHP). Mr. Kirsten received his Master of Science in Health Promotion Management from American University in Washington, DC. He is a German native and lived many years abroad (United States, England, and China).
Matthew Collins
Director, Product Management, Thomson Reuters
Matthew Collins has been with the Healthcare business of Thomson Reuters since April 2008, based out of our Ann Arbor, Michigan office. Collins is responsible for product management and solution design for employer consumer products at Thomson Reuters. These are products that focus on assisting employees to make informed healthcare decisions. Prior to joining Thomson Reuters, Collins was Director of the customer interface group at Diversified Investment Advisors. In this role, he was responsible for the group that managed the ongoing client relationships and was accountable for the management of the data team. While at Diversified Investment Advisors, Collins was responsible for the development of a proprietary data auditing system that allowed the data team and client interface group to audit and maintain the cleanliness of administrative data. Collins also worked as a data consultant at Fidelity Investments. And before Fidelity, he was employed at Hewitt Associates for eight years as a project manager and systems consultant specializing in data conversions for multi-service clients. Collins holds a Master of Business Administration from the University of Florida and Bachelor of Arts in Economics from the University of Michigan.
Michael Taylor, MD, FACP
Vice President and National Business Medical Leader for Thomson Reuters
Michael Taylor, MD, FACP, a board certified internist, currently serves as a vice president and National Business Medical Leader for Thomson Reuters, the world’s leading source of intelligent information for business and professionals. In this role, he provides clinical expertise and consultation to the Thomson Reuters Employer market, providing a client- focused leadership role. His responsibilities include a concentrated approach with Thomson Reuters clients, helping them with population health issues. This includes developing, evaluating and maintaining health and wellness efforts as well as thought leadership, strategy and expertise in innovation and product development. Dr. Taylor most recently served as the Medical Director for health promotion and disease management for Caterpillar Inc. He was directly responsible for Caterpillar’s wellness program, with over 100,000 participants in the US. This comprehensive program includes employee health promotion exams, biometric screening, tobacco cessation and diabetes prevention and management programs. This program is part of the overall effort that successfully managed the healthcare cost trend at Caterpillar. Dr. Taylor has recently served on the boards of the Integrated Benefits Institute (IBI) and the Midwest Business Group on Health (MBGH), and as the Chairman of the Board for The Center for Health Value Innovation. Dr. Taylor graduated from the University of Illinois College of Medicine in 1980, and completed an Internal Medicine residency at the University of Illinois College of Medicine in Peoria in 1983. Dr. Taylor was a co-owner of a five person medical group for 14 years, practicing outpatient and hospital-based primary care in Pekin, Illinois. He was Chief of Medicine and Chief of Staff at that hospital. He later served for 3 years as the Chief Medical Officer for Pekin Hospital and Progressive Health Systems, involved in quality improvement, developing and implementing a hospitalist program, and served as Medical Director for the Pharmacy/Therapeutics committee for the hospital and health plan. Dr. Taylor is a Fellow in the American College of Physicians and a member of the American College of Occupational and Environmental Medicine.
Donald P. Weber
Managing Director, PricewaterhouseCoopers’ Human Resource Services Group
General Session: Closing General Session – Day One, “Population Health Management Multi Stakeholder Panel”.
Donald P. Weber is a managing director in the Atlanta office of PricewaterhouseCoopers’ Human Resource Services Group. He is currently the Southeast Practice Leader for the Health & Welfare Benefit Practice and the Market Leader for the Pharmacy Benefit Practice and co-leader for the Vendor Performance Groups. Weber specializes in the employee benefits field dealing with employers, payors, pharmacy benefit managers and providers. His 30 years in the health care field include experience in managed care contracting, strategic planning, analysis of pharmacy benefit managers, analysis of employee health care costs, mental health programs, hospital operations and financial management.
Todd Berkley
Vice President, Consumer Driven Accounts, OptumHealth
Todd Berkley has more than 20 years of experience in retail banking, investments and health care with leading companies such as OptumHealth, UnitedHealthcare, US Bank, Wells Fargo and Sit Mutual Funds. Berkley has a passion for health care consumerism and is an active member of several key industry councils, including the American Bankers Association’s HSA Council, America’s Health Insurance Plans (AHIP) HSA Leadership Council and the Employers Council on Flexible Compensation’s FSA Working Group. He received his bachelor’s degree from McKendree College, and his master’s degree from Harvard Graduate School of Business.
Eddie Reeves, SPHR, CBP, CCP
Director, Human Resources Operations, Shaw Industries Inc.
Workshop: 308 – Updating your CDHP, health reform and cost strategies – A Total Replacement CDHP Case Study
Eddie Reeves serves as Director of Human Resource Operations for Shaw Industries and has served in this capacity since 2003. Reeves is responsible for Payroll, HRIS and Benefits. During his tenure working with HR Operations, Shaw has transitioned from a paternalistic organization "providing" for their associates to an organization that enables their associates to make decisions and find information for themselves. In the early stages, Shaw moved to a "self-service" model with HR Systems enabling associates to view paychecks and make Benefit elections on-line, as well as make changes to their personal information, which provided a good start to an engaged associate. More recently, the Benefits team has led associates out of the old way of providing healthcare to a new consumerism model, with associates becoming more engaged in their health care decisions. Shaw believes that health care decisions must rest with consumers and is continuously working to make that possible for their associates. Reeves holds a Bachelor of Business Administration degree in Management with an emphasis in Human Resources Management from Georgia Southern University.
