2012 FORUM West Workshops

Track No. 1 Workshops

Thursday, September 6, 2012 • 11:00 am – 12:00 noon

101 — NAHU Advanced Consumer-directed Health Care Certification Course: Part 1

Employing a Consumer-Driven “Benefits” Solution continuing with the Pre-Conference Certification Program, this course is a in-depth review of the environmental factors that brought upon the emergence of the current health care delivery system and accompanied reform. Learn about new strategies that will allow you to lower your client’s premium costs, while minimizing employees out-of-pocket expenses without sacrificing your commissions. Tax-advantage savings accounts integrated with voluntary programs can unlock the key to the health care consumerism conundrum.

Speaker: Scott Mardis, Senior VP Business Development, AmeriFlex

102 — Fifty Bits: Moving Beyond Patient Engagement to Achieve Better Health and Lower Cost

Why do people earnestly plan to do what’s in their long-term interest, but fail to deliver when it’s time to act? Come hear recent findings documenting a significant gap between what patients want and how they behave, in which the underlying desires of most patients are aligned with plan sponsors’ goals. We’ll also discuss multiple case studies showing how to close this “belief / behavior” gap, driving greater program effectiveness with high member acceptance.

Speakers: Jamie Spriggs, Founder of ConnectYourCare; and Robert F. Nease, PhD, Chief Scientist, Express Scripts

103 — SHARE Session: First Step to Health Care Consumerism

Health care consumerism is a megatrend that is not going away. The number of employers moving away from the traditional employer-sponsored health plans and moving to a health reimbursement account (HRA) or a full-replacement with a health savings account combined with a high-deductible health plan is continuing to gain momentum. But how do you get your c-suite executives to see the benefits of a health plan redesign? In this interactive workshop you will LEARN, CONNECT and SHARE with three leading employers on how to effectively communicate the value of health care consumerism, and how it will result in a strong ROI and help the bottom line. Active participation is encouraged.

Moderator: Ron G. Barlow, Managing Director of PricewaterhouseCoopers

Speakers: Sam Shallenberger, Chief Financial Officer for RJ Young Company, Inc.; Nate Randal, Benefits Manager at Tesla Motors; Jennifer Jung, Director of Benefits for Bridgepoint Education

104 — The Future of Lowering Health Care Costs

As health exchanges come to fore in 2014, many employers are decreasing or eliminating health benefits and coverage, which spells disaster for controlling health costs and improving health and productivity. Referencing case studies, this session explains:

  • Why it is vital that employers retain health coverage for employees
  • How to leverage health benefits to stimulate productivity-increasing health behavior change
  • How to gain a competitive advantage by centralizing your health and wellness program
  • Why it is vital that employers remain paternal providers of health coverage for employees
  • How to leverage health benefits to stimulate health behavior change
  • How to centralize health and wellness activities that add synergy and momentum

Speaker: R. John Kaegi, Chief Corporate Strategist, Healthstat, Inc.

105 — Health Care Consumerism: Pressing Ahead

Dave Racer explores concrete practical options to control and reduce the price of health care that result from and encourage consumerism. How are physicians, clinics, and hospitals dealing with consumerism? What more can and should employers do? What does this mean to brokers?

Speaker: Dave Racer,President, Coalition for Healthcare Redesign

106 — Engaging. Rewarding. Containing Costs. All for a Healthier World

Through innovative incentives, MedEncentive helps employers, health insurers and governments of all types contain health care costs while engaging physicians and patients in ways that fundamentally change their behaviors and lead to better health for everyone. They believe that once our society understands all the benefits of motivating people to better health—and, in turn, happier, more satisfying lives—we will not only revolutionize our health care system, we’ll also help create a healthier world. In this workshop, attendees will learn about the best and most innovative health care incentive systems that deliver true value to customers, while producing an attractive return on investment to investors and creating an excellent work environment for employees.

Speaker: Cecily Hall, Executive Vice President of MedEncentive

107 — Creating Employee Consumerism: Driving Change in Your Organization

As the health care landscape continues to dramatically shift, employers are exploring new innovations in benefit design – but are they ready for them? This session will outline change management strategies that have helped companies successfully implement new benefit designs and sustain behavior changes that help improve the cost and quality of employee’s health care.

As a benefits leader, you’ll learn more about best practices in:

  • Program design
  • Executive alignment
  • Messaging and communications
  • Training and education
  • Monitoring of progress

Speaker: Ethan Prater, VP Product, Castlight Health

108 — Employee Engagement: A deep dive into methods of increasing employee engagement, utilizing the latest capabilities

In this session, we’ll discuss new, innovative approaches that address the core need of every TPA and employer: increasing employee engagement and accountability in managing their family’s health and wealth. Based on direct insight from many Fortune 200 employers, these unique approaches use four specific, proven methods to drive employee participation and outcomes to unprecedented levels. Learn how you can incent employees to take action based upon their unique health requirements, family history and benefit plan selections. Personalization, transparency and action are the foundations to engagement for each employee, spouse and dependent.

Specific Outcomes Include:

  1. Learn the three primary gaps that limit participation and engagement in health, wellness and prevention programs, chronic care protocol adherence and tax-advantaged accounts.
  2. Learn the four emerging innovations that are driving participation, engagement, adherence and adoption by employees and their dependents.
  3. Learn how to leverage existing employee information including claims, health and family history data to influence their future decisions and actions.
  4. Review the outcomes and return on investment of this emerging model.

Speaker: Mike Seethaler, TSYS Healthcare VP Business Development

Track No. 2 Workshops

Thursday, September 6, 2012 • 2:45 pm – 3:45 pm

201 — NAHU Advanced Consumer-directed Health Care Certification Course: It’s Your Turn

In CDHC 201 you will put your CDHC knowledge to the test as you Participate in an interactive business simulation. During this one hour course, you and a team your cohorts will be responsible for deploying your newly acquired techniques to design and implement a fully developed CDHC program for either a small, mid size or large business employer. Deploy HDHP’s, tax advantage savings accounts, voluntary plans, and implementation strategies that work in the real world. Are you ready for the challenge?

Speaker: Scott Mardis, Senior VP Business Development, AmeriFlex

202 — Controlling Costs and Expanding Choice Using Defined Contribution Health Care

Employers face an ongoing challenge of managing rising costs and continuing to offer competitive benefits that meet employees’ needs. With the Defined Contribution Health benefits model, employers simply decide the funding model and budget. Employees have access to pre-tax funds to purchase health and other types of insurance, as well as other tax-sheltered plans. The key to success is ensuring employees are given the tools to help them select plans that make the most sense for their unique circumstances. Also, by helping employees take an active role in making decisions and managing costs, these plans are creating a generation of more informed and savvy health consumers. The Defined Contribution Health model is growing in popularity, with high expectations for consumer-centric communication and education, automated processes and selection tools.

Speaker: Jeff Bakke, Chief Strategy Officer, Evolution1

203 — Successful Engagement Strategies Utilizing Incentives to Promote Compliance with Wellness and Care Management Programs

Learn how to make your wellness program work utilizing unique and innovative engagement strategies that are proven. During this work shop you will gain answers to the following questions: How do we engage our employees/membership immediately? How do we keep them engaged on a monthly, quarterly and annual basis? What types of communication tools are effective and in-effective? How can results be measured? What types of incentives really work and how are activities such as exercise and nutrition monitored?

Speakers: Don Doster, President, CEO, gBehavior; and Dawn Bading, Vice President, Human Resources for Kaiser Permanente

204 — SHARE Session: Effective Engagement & Communication

During this session, LEARN, CONNECT and SHARE with employers like yourself, as they share the best ways communicate changes in plan design to their employee population and what works to get a high percentage of employees engaged in a health care or wellness program. Three leading employers will take the platform and guide an interactive discussion on what makes good versus poor engagement and communication, as well as the importance of education, strategies and tactics. Active participation is encouraged, and we invite you to come prepared with questions.

Moderator: Kim Buckey, Principal, Compliance Communications Practice at HighRoads

Speakers: Mary Bradley, Director of Benefits for Pitney Bowes; Lisa Gomez, Supervisor and Benefits Admin for Con-Way Inc.; Lara LaRose, Manager of Boeing Health & Productivity Data Management, The Boeing Company; Nancy Lazgin, Director, Global Benefits for Staples, Inc.

205 — What Silicon Valley Can Teach us About Consumer Engagement

From booking travel online to managing bank accounts, sophisticated online tools for consumers have become the way to do business. Ten years ago, people were wary about entering their credit card information on a website. But today, over 60 percent of adults bank online. In this workshop, Silicon Valley experts will discuss how health care leaders can leverage the strategies and tactics behind the online giants that have revolutionized e-commerce. The workshop will focus on using technology to develop tools to enable consumers to manage their health care finances: platforms to understand and organize insurance claims, systems to automatically detect billing errors, and smart strategies to lower health care costs.

Speaker: Tomer Shoval, Co-founder and Chief Executive Officer of Simplee

206 — Creating Health Ownership, Controlling Costs

UnitedHealthcare and MasterCard Worldwide discuss methods to engage employees on the journey towards better health. From understanding their population to designing effective plans, programs and communications, MasterCard has taken progressive steps to encourage their employees and their families to take more responsibility for their health. In this session, you can learn from MasterCard and UnitedHealthcare best practices for providing employees with information, tools, access to resources and rewards for good decisions.

Speakers: Craig Hankins, Consumerism Lead, Product & Innovation, UnitedHealthcare; Terry Parker, Senior Business Leader of Global Workforce Programs at MasterCard Worldwide

207 — The Power of Personalized Content to Educate, Engage and Change Behavior

Looking for new ways to engage and educate employees, plus encourage them to enroll in your health and wellness programs? Join us for a discussion of “what works” — proven practices for offering employees the insights and support that help them take charge of their own health care decisions. Learn what type of content works well for online, mobile and on-demand use. Hear how leading employers, and the benefits solutions providers who serve them, are using compelling, trustworthy content to create a learning community that helps employees connect with each other, and their employers, as they take on health challenges. Find out how employers are offering straightforward ways for employees to learn directly from both health care experts and “real life” patients who are sharing their very personal, relatable, even entertaining stories of about how they dealt with similar diagnoses/challenges, and the results they achieved. Discuss how to use an engagement platform to entice your employees to use the programs and tools you provide, so you amplify your return on investment in employees’ health and wellness.

Speaker: Diana Keough, Co-founder and Editor-in-Chief of ShareWIK Media

208 — Onsite Health Clinics: Break the Financial and Clinical Burdens of Musculoskeletal Conditions

As employers seek to offset rising costs and improve employee health, the latest trends in industry point to providing an onsite clinic. Cerner Corporation, a pioneer in the onsite sector who established its onsite center in 2006, has recently published a paper that confirms the inclusion of particular services yields advancement relative to healthcare utilization and improved functional status of musculoskeletal conditions. The improved functional status indicates potential for reduced indirect costs, including absenteeism, presenteeism and productivity losses, with onsite availability. This session will deliver an insightful explanation about Cerner’s onsite clinic experience, as well as provide evidence to support consideration of particular services, such as chiropractic, as advantageous components.

Speaker: Ross M. Miller, MD, MPH, Medical Executive, Cerner Corporation

Track No. 3 Workshops

Friday, September 7, 2012 • 10:30 am – 11:30 am

301 — Insights. Innovation. Inspiration. A Roadmap to Improve Consumer Engagement

While the health care industry is moving toward embracing the need for employee engagement, creating active engagement remains a challenge. This session will address how adopting a retail mindset may help bridge the gap between talking about good health and activating it. Panelist will discuss how applying retail consumer methodologies: simplicity, connectedness, insights, inspiration and innovation in order to drive consumer engagement and action in health care.

Speakers: Doug Stukenborg, Divisional Merchandise Manager for Pharmacy, OTC and Optical, Target Corporation; and Kevin Ronneberg, M.D., Associate Medical Director, Target Corporation

302 — COBRA in the Age of Health Reform

While the coming years will bring even more changes to the American health insurance market, the requirement that employers offer continuation of group health care coverage for terminated employees (or any other Qualifying Event), as required by the Consolidated Omnibus Budget Reconciliation Act of 1985(COBRA) will not. To remain compliant, smart employers will outsource their COBRA administration to knowledgeable vendors with advanced tracking software. Insurance brokers looking to diversify their offerings in the face of market instability would be wise to consider offering COBRA administration as a source of steady revenue and stickiness to current and future clients.

Speaker: Todd Eason, COBRA Product Specialist, DataPath, Inc., a Software Solutions for Benefit Plans

303 — SHARE Session: Population Health & Management

So your company has successfully journeyed down the road to health care consumerism — now what? In this workshop you will learn the value of adding a wellness program, using incentives to engage your employee population and build a healthier workforce population. Listen as three leading employers CONNECT and SHARE their strategies in the development, implementation and maintenance of a wellness program. Active participation is encouraged.

Moderator: Alexander “Sander” Domaszewicz, Principal and Senior Consultant at Mercer Health & Benefits Services

Speakers: Nate Randal, Benefits Manager at Tesla Motors; Crystal A. Meyer, PHR, Benefits Manager of Nelnet Inc.; and Charity Trujillo, Manager of Benefits & Compensation at Allegiant Travel Company as the extra employer

304 — Excite. Engage. Enroll. The New Future of Consumer-Directed Benefits

This workshop will focus on the future design of Consumer-directed accounts, including Health Reimbursement Arrangements, Health Flexible Spending Accounts and Employer contributions to Health Savings Account in a post-Affordable Care Act world that demands greater consumer engagement to improve health status. Wellness incentives, defined contribution HRAs to purchase private exchange coverage and employer contributions to Health FSAs will be discussed.

Speaker: Jody L. Dietel, CFCI, Chief Compliance Officer, WageWorks, Inc.

305 — SHARE Session | Broker Track: Defined Contribution and Private Exchanges: The Revolution of Small & Large Group Benefits

Small group employers are finding it increasingly difficult to provide group coverage to their employees. The costs of group insurance is made much more expensive than individual health insurance for several reasons, including federal and state mandates and more onerous in the group market. In addition to the high costs, minimum funding requirements and participation requirements make offering group insurance especially difficult for employers. However, there is an alternative option for employers—defined contribution plans. What about large groups? Health Care Reform will increase insurance and health care costs, but group health plans will remain important in attracting and retaining talented employees for mid-sized and large organizations. Now is the time for company management and employees to learn to seize control of health care costs through a comprehensive consumer-driven strategy.

Moderator: Josh Hilgers, President, Health Partners America

Speakers: Alex Tolbert, Team Member for Bernard Health; Barb Vasko, Vice President of Aon Hewitt; Scott M. Wood, Principal, Benefit Commerce Group

306 — CDHP + Price Transparency = Bigger Savings and ROI

This workshop reviews Monocle’s proprietary tool calculating employer savings and ROI from synergies of CDHPs and price transparency. Just fill in a dozen assumptions in Monocle’s worksheet and see in table and graph form: ROI, savings and premium impact. Refine assumptions repeatedly to see their impact in this interactive exercise. It’s fast, easy, accurate—making a compelling case for employees and the C-suite.

Speaker: Michael Cadger, Founder and CEO of Monocle Health Data

307 — How to Make Your Benefits Communication A LOT More Engaging

Are your employees suffering from benefits bewilderment? Are you nervous about rolling out a new plan? This workshop will illuminate ways to dramatically improve your benefits communication, leaving employees smarter about their benefits and more appreciative of you (as they should be, right? Right!). Through simple exercises and real-world examples, you will learn to banish confusion and apathy from open enrollment, excite new hires and win the beaming admiration of your leadership.

Speaker: Harry Gottlieb, Founder, The Jellyvision Lab, Inc.

308 — SHARE Session: Health Plans

Our interactive Health Plan discussion is one of our four information-rich workshops designed to help companies like yours LEARN and navigate the new health and benefits landscape. The workshop features three leading health plan experts sharing their successful practices for cost-effective plan design and implementation. This Q&A-style panel discussion also includes up-to-the-minute insights on complying with the new Supreme Court decision and on what modifications must be made with products and services. Don’t miss this critical opportunity to get answers to your most pressing health care consumerism questions.

Moderator: Brent Macy, Managing Director at The Institute for Healthcare Consumerism

Speakers: Craig Hankins, Consumerism Lead, Product & Innovation, UnitedHealthcare; John Young, Senior Vice President, Consumerism Cigna Healthcare; and Kristine Mullen, National Sales Executive at Humana