2013 FORUM West Panelist and Speaker Profiles

Opening General Session – Day One

Doug Field

Doug Field

CEO, The Institute for HealthCare Consumerism and Producers of IHC Forum

Conference Opening Welcome

Friday Morning Opening Welcome

Moderator: Workshop 305: SHARE SESSION: Healthcare Transparency – Our Journey or Just Some Far-Off Destination?

Moderator: Workshop 405: SHARE SESSION: Exchanges or Marketplace? Whatever it’s Called, Get to Know it

Doug Field offers an in-depth knowledge of the health and benefit management industry and the growing health care consumerism world. Through building The Institute for HealthCare Consumerism, a collaborative environment that connects the various parts of the industry, Field has been a significant leader in the health care consumerism mega-trend. Under the umbrella of The Institute, he brings meaningful multi-media content to readers and a valuable social network platform to various stakeholders. Field has molded The Institute for HealthCare Consumerism into the only multi-platform, collaborative environment focused exclusively on innovative health and benefit management. It’s a place for employers (including HR and benefits managers, wellness executives and C-suite executives), TPAs, brokers/advisors, consultants and health plan adminstrators to “LEARN, CONNECT and SHARE”. Through The Institute’s publication, HealthCare Consumerism Solutions, its bi-annual conference series, the IHC FORUM, and its related media properties, Field has served as a catalyst for the growth of the health care consumerism movement. Field has accumulated more than 25 years of business building experience having 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. In this span of time, he has acted as chief executive officer, chief operating officer and president of businesses in a diverse set of industries. He is graduate of Ohio State University.

Opening General Session – Day One


Ron Bachman

Ron Bachman

Chairman, Editorial Advisory Board, The Institute for HealthCare Consumerism

Keynote Speaker: Opening General Session – Day One, “Making Health Care Consumerism Work”

Pre-Conference: Making Health Care Consumerism Work: The Steps and Plan

Moderator: Workshop 205: SHARE SESSION: Health Care Access: When You Want It, How You Want It

Ronald E. Bachman has been at the center of U.S. health care transformation, advancing free market consumer-based solutions to lower the number of uninsureds, improve mental health coverage, and advance employer introductions of healthcare consumerism. Currently he is the President and CEO of Healthcare Visions, a thought leadership firm dedicated to advancing ideas and policy initiatives that are impacting the U.S. health care market. Bachman is also a Senior Fellow of the National Center for Policy Analysis, the Wye River Group on Health, and the Georgia Public Policy Foundation (GPPF). As an actuary, he has extensive experience in healthcare strategy for payers, providers and employers. Ron is Chairman of the Editorial Advisory Board for Field Media and the Institute for HealthCare Consumerism. Bachman is also on boards for Skyland Trail, Bryan University, the Georgia Charity Care Network, HINRI Labs, and Jacobs Ladder Autism Center. Formerly, Bachman was a principle with PricewaterhouseCoopers, where he consulted to a broad range of clients including: employers, HMOs, hospitals, physicians, indemnity carriers, BlueCross BlueShield plans, as well as State and Federal Agency clients. Over the years Bachman has worked on health policy issues and market transformation ideas. He worked closely with the Bush White House and Treasury on the language and principles of the 2002 Health Reimbursement Arrangement (HRA) guidelines, provided policy input on Health Savings Accounts (HSA), and consulted with various government agencies on national health issues and legislative and regulatory proposals. Working across the political aisle Ron has worked with the Carter Center, Senator Kennedy, and Senator Wellstone on mental health issues. He testified on over 30 states and before Congress in support of mental health parity. He has served as a designated expert on actuarial issues to the Centers for Medicare and Medicaid Services (CMS), the Congressional Budget Office (CBO), the Department of Labor (DOL), the National Institute of Mental Health (NIMH), the Substance Abuse and Mental Health Services Administration (SAMHSA) and several members of Congress. Bachman is a graduate of Georgia Tech with a BS in Applied Mathematics and has a M.A.S. from Georgia State University. A sampling of his writings include: “Consumer-Driven Healthcare – The Future is Now”, “Giving Patients More Control”, “An Employer’s Guide to Patient-Directed Healthcare Benefits”, “An Employer’s Guide to Pharmaceutical Benefits”, “A Legislator’s Guide to Creating an HSA State”, “Lowering the Uninsured During an Economic Down Turn”, “An American Solution to Healthcare”, “Depression is Bottom Line Issue – If CEO’s Only Knew”, “Corporate Readiness for Healthcare Consumerism”, and “Web 2.0 and the Next Generation of Healthcare Consumerism”.

Opening General Session - Keynote Address


Bob Chapman

Bob Chapman

CEO, Barry-Wehmiller Companies, Inc.

Keynote Speaker: Opening General Session – Day One, “Truly Human Leadership: Inspiring Wellbeing in a Caring Culture.”

Bob Chapman is CEO and Chairman of Barry-Wehmiller Companies Inc., a $1.5 billion provider of manufacturing equipment and engineering consulting for the corrugating, packaging and paper converting industries. Founded in 1885 in St. Louis, MO, Barry-Wehmiller Companies Inc. has grown to nearly 7,000 associates among 65 locations worldwide. Considered a powerhouse within the capital equipment manufacturing realm, visionary Chapman prefers to talk about the company’s most important mission: building great people through its commitment to people-centric leadership. The company’s Guiding Principles of Leadership sum up the firm’s unique approach to business: We measure success by the way we touch the lives of people.

Afternoon General Session – Day One

Jody L. Dietel

Jody L. Dietel, AFCFCI, CAS

Chief Compliance Officer, WageWorks, Inc.

Moderator: Afternoon General Session – Day One, “Health Care Reform and Compliance Issues”

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.

John Hickman

John Hickman

Partner, Alston + Bird LLP

Panelist: Afternoon General Session – Day One, “Health Care Reform and Compliance Issue”

Moderator: Workshop 304: CONNECT SESSION: ACA Compliance & Strategies Update – Open Discussion

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.

Roy Ramthun

Roy Ramthun

Founder, HSA Consulting Services, LLC and “Mr. HSA”; Former Senior Health Policy Advisor to President George W. Bush

Panelist: Afternoon General Session – Day One, “Health Care Reform and Compliance Issues”

Moderator: Workshop 204: CONNECT SESSION: At the 10th Anniversary of HSAs, Here’s What’s Ahead! – Panel Discussion

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.

Closing General Session – Day One

John Young

John Young

President, Consumerdriven, LLC, Former Senior Vice President, Consumerism, CIGNA

Moderator: Closing General Session – Day One, “Defined Contribution and Public/Private Exchanges: a Panel Discussion with Leading Experts”

Panelist: Workshop 204: CONNECT SESSION: At the 10th Anniversary of HSAs, Here’s What’s Ahead! – Panel Discussion

Mr. John Young is President, Consumerdriven, LLC, an organization devoted to improving Consumer Driven Health Plan strategies and the customer experience through all stakeholders – health plans, employers, benefit advisors, policy makers, banks, and doctors and hospitals. Prior to this, John was Senior Vice President, Consumerism for CIGNA Healthcare. John served as a primary resource for driving CIGNA’s consumer driven health strategy through national mid-market sales and service regions. In December 2012, John received the John J. Robbins Senior Memorial HealthCare Consumerism Leadership Award from the Institute of HealthCare Consumerism (theihcc.com) and in 2010, John was recognized as Health Plan Innovator by IHC Solutions Magazine in their Consumerism Industry Superstars Issue. John has 27 years of employee benefits industry experience, with 12 years devoted to consumer driven healthcare. In 2000, 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, John also served as technical lead for the division. John also served as office head of Great-West Healthcare in Minneapolis as well as their national consumer driven health expert. John also was Vice President of Employee Benefit Consulting divisions of Marsh and Sedgwick Noble Lowndes. Today, John serves on the Board of Directors of the HSA Council of the American Bankers Association, and participates on the IHC Solutions Editorial Advisory Board. John is a former Executive Board member for Consumers for Health Care Choices, which represented the views of the health care consumer to policy makers and industry leadership. John also served as Chair of the Industry Advisory Committee of the HSA Coalition, and has testified to the United States Department of Labor on the consumer driven health care movement. John received his bachelor’s degree from Bethel University. He is an Adjunct Professor at the University of St. Thomas teaching employee benefit courses in their masters programs, and assists at the University of California San Diego teaching consumerism to Human Resources professionals.

Chris Covill

Chris Covill

Exchange Product Leader and Partner, Mercer

Panelist: Closing General Session – Day One, “Defined Contribution and Public/Private Exchanges: a Panel Discussion with Leading Experts”

Christopher Covill (Atlanta) is the Exchange Product Leader and Partner in Mercer’s Employee Health & Benefits business. He is responsible for the design and deployment of our core and voluntary exchange products. Previously, he was the National Specialty Practice Leader for Mercer Integrated Benefits. Chris has over 26 years experience in financial and insurance service-related businesses. He has a proven record of strategic planning, initiatives design and tactical execution that has consistently improved the financial, market and operational performance of those organizations. Most recently, Chris was a managing director and led new business development for Marsh’s Affinity Group Services division that offers voluntary benefits, executive benefits, expatriate programs and business process outsourcing. Chris received his undergraduate degree from Ithaca College, Ithaca, New York, and has completed post-graduate work at Russell Sage College/State University of Albany, Troy/Albany, New York.

Cindy Gillespie

Cindy Gillespie

Senior Managing Director, McKenna Long & Aldridge LLP

Panelist: Closing General Session – Day One, “Defined Contribution and Public/Private Exchanges: a Panel Discussion with Leading Experts”

Cindy Gillespie is a Senior Managing Director in McKenna Long & Aldridge’s Public Policy and Regulatory Affairs practice and leads the Health Care Policy team at MLA. Her primary focus is on health care and health insurance reform where she advises clients on long-term market opportunities and business strategies. As part of her practice, she assists clients in developing and implementing legislative, regulatory and political strategies to successfully weather the ever-changing federal and state health care policy landscapes.

Ms. Gillespie also leads the Health Insurance Exchange Team at MLA, a unique cross-practice group focused on the regulatory and implementation requirements of health insurance exchanges. This first-in the-nation team is working with clients and thought-leaders to prepare for the changes that will impact the health care industry, insurers, employers and businesses as health insurance exchanges are established post-federal health care reform.

Before joining the firm, Ms. Gillespie served as counselor to former Massachusetts Governor Mitt Romney. As a key advisor to the Governor, Ms. Gillespie played a leading role in the development of Massachusetts health insurance reform. She also served as senior advisor to the governor on policy and legislative matters, including transportation and homeland security policy.

Ms. Gillespie’s recent experience also includes serving as the senior federal relations official for the 2002 Salt Lake City Olympic Winter Games and the 1996 Atlanta Olympic Games, as well as advising both the 2012 New York and 2016 Chicago Olympic Bid Committees.

Josh Hilgers

Josh Hilgers

President, Health Partners America

Panelist: Closing General Session – Day One, “Defined Contribution and Public/Private Exchanges: a Panel Discussion with Leading Experts”

Panelist: Workshop 405: SHARE SESSION: Exchanges or Marketplace? Whatever it’s Called, Get to Know it

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 the 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.

John Park

John Park

Chief Strategy Officer, Alegeus Technologies

Panelist: Closing General Session – Day One, “Defined Contribution and Public/Private Exchanges: a Panel Discussion with Leading Experts”

John Park is Chief Strategy Officer at Alegeus Technologies. Throughout his career, John has been at the forefront of the healthcare consumerism movement. Prior to joining Alegeus, John was a senior leader in the Healthcare Strategy and Marketing team for CIGNA Healthcare, responsible for developing organizational strategies for alignment and clarity across the organization. John was a founding member of Definity Health, a health plan startup responsible for pioneering the movement towards a consumer-driven marketplace for healthcare. John also served as a vice president at Fidelity Investments, responsible for various aspects of the healthcare strategy and was also responsible for developing the portfolio strategy for Fidelity Employer Services Company (FESCo). Early in his career, John worked as a management consultant with Deloitte Consulting in the Strategic Healthcare Practice working with clients including hospital systems and three of the largest national health plans. John holds Bachelors and Masters degrees from the Massachusetts Institute of Technology.

Opening General Session – Day Two

Dr. Wendy Lynch

Dr. Wendy Lynch

Co-director, Altarum Center for Consumer Choice in Health Care

Moderator: Opening General Session – Day Two, “Helping Employees Become Better Consumers of Healthcare and Health”

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.”

Jared L. Short

Jared L. Short

President, Regence Insurance Holding Corporation

Panelist: Opening General Session – Day Two, "Helping Employees Become Better Consumers of Healthcare and Health"

The needs and demands of health care consumers are changing and Jared is charged with ensuring that Cambia’s health insurance companies are delivering products and services that meet those needs. Under his leadership, Cambia’s health insurance companies are innovating to develop new customer engagement tools that help improve member experience. They are building collaborative and coordinated care partnerships with providers and patients, and they’re driving programs designed to deliver quality health outcomes at lower costs.

Jared’s oversight includes Customer Service, Claims Administration, group and individual enrollment, Government Programs and the Federal Employee Program, Account Management, Insurance Product Development, eProducts and Services, Regence market presidents, Health Care Services and the Regence subsidiaries of Healthcare Administrators Inc., Asuris Northwest Health and BridgeSpan Health Company.

Jared was named president of Regence BlueCross BlueShield of Oregon in 2009 and was responsible for Oregon sales, provider contracting, and government and community relations. He came to that position after serving as chief marketing and underwriting officer at BlueCross BlueShield of Montana.

He first joined the company in 2000 as a financial analyst. In addition to product and marketing analysis, he managed corporate research and reporting, a group responsible for research and policy development, coordination of corporate measure reporting, and strategic research intended to support tactics and resource allocation. He served as assistant director of business intelligence and led the company’s consumer-directed health systems.

Jared serves on the board of directors for Trillium Family Services, the Oregon Zoo, the Portland Metropolitan Area Boys & Girls Clubs, the Oregon Business Association, the BlueCross and BlueShield Federal Employee Plan, TriWest Healthcare Alliance, and he is also a member of the Oregon Health Improvement Plan committee. He received his Bachelor of Science degree in economics and history from Willamette University in Salem, Oregon.

Tom Russell

Tom Russell

President and CEO, Adventist Medical Center

Panelist: Opening General Session – Day Two, "Helping Employees Become Better Consumers of Healthcare and Health"

Tom Russell is the president and CEO of Adventist Medical Center and oversees the network of Adventist Health services throughout the Portland, OR Metro area. In his role, he also serves as chairman of the board for Tillamook County General Hospital and facilitates the development of Adventist Health Services in the Northwest and is a member of the Adventist Health Executive Committee. He has over 32 years of health care management experience and his leadership continues to transform and improve the delivery of healthcare. Under his leadership, Adventist Medical Center has been recognized for performing in the top 5% of hospitals in the nation for patient safety. He actively advocates for the interests of health care for patients serving as a member of the OAHHS public policy committee and serving as co-chair of the OHPAC.

Mr. Russell holds a Bachelor of Science and a Bachelor of Arts from Union College in Lincoln, NE and an M.B.A. from Southern Adventist University in Tennessee. He is a Founding Board Member of Health Share of Oregon, the largest Community Care Organization in Oregon and serves as a member of it’s Governance Committee. He received the 2012 American Hospital Association’s Grassroots Champion award and is a member of the Health Policy Committee for the Oregon Association of Hospitals and Health Systems. He is a passionate advocate for patient centered care on numerous corporate and community committees and is a member of the American College of HealthCare Executives.

Kyle Dean

Kyle Dean

Chief Financial Officer, Burgerville

Panelist: Opening General Session – Day Two, "Helping Employees Become Better Consumers of Healthcare and Health"

As Burgerville’s Chief Financial Officer, Kyle Dean is responsible for managing the company’s financial data, financial planning and record-keeping, as well as financial reporting to upper management. Dean also develops innovative ways to partner with the company’s suppliers, economic development entities and the banking community. Internally, he is leading accountability initiatives that will help people quantify their results and contributions to Burgerville’s financial structure. Dean joined the company in February, 2006 as the financial controller where he supervised cash flow management within the company. Prior to his work with The Holland, Dean spent six years in the hospitality industry with Westin Hotels and Resorts and nearly 10 years with Columbia Helicopters, Inc., where he served as a senior accountant, business analyst and senior financial analyst.

Closing General Session – Day Two

Jon Comola

Jon Comola

Founder, Wye River Group (WRG), and the Global Knowledge Exchange Network on Health Care (GKEN)

Moderator: Closing General Session – Day Two, Employer Panel: “What leading Employers are doing to Make HealthCare Consumerism Work!”

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.

Laura Lacomblé

Laura Lacomblé

Director of Human Resources, RFI Communications and Security Systems

Panelist: Closing General Session – Day Two, “What leading Employers are doing to Make HealthCare Consumerism Work!”

Laura Lacomblé is Director of Human Resources for RFI Communications and Security Systems, headquartered in the heart of Silicon Valley in San Jose, California. RFI is security systems integrator focused in security and fire/life safety and operates in five western regional offices. The company is recognized as one of the top 25 family owned businesses in Silicon Valley. Laura brings more than 20 years of employee relations and executive management experience to RFI, where she is responsible for all aspects of Human Resources and focuses on talent, change management, organizational development and benefit administration.

Laura joined RFI in 2012 after serving in the financial services industry as Vice President of Human Resources and Marketing. She was responsible for uniting human resources, marketing and business operations to prepare and deploy the workforce as well as, streamline customer points of contact. Laura has been in a senior leadership role since 1997.

She holds a Bachelor of Arts in Organizational Communication from California State University, Chico and a Master of Science in Organizational Development from the University of San Francisco.

Nate Randall

Nate Randall

Manager, Global Benefits and Employee Experience, Tesla Motors

Panelist: Closing General Session – Day Two, “What leading Employers are doing to Make HealthCare Consumerism Work!”

Nate Randall serves as Manager of Global Benefits and Employee Experience at Tesla Motors, maker of Motor Trend’s 2013 Car of the Year. With 15 years of experience, Nate’s career has spanned from retirement benefits consulting to employee fitness, productivity and healthcare. He helped to shape and monitor innovative corporate healthcare strategies for several Fortune 500 companies; he also played a role in drafting an amendment to the Affordable Care Act.

Nate’s work includes early development of medical price transparency, reference-based pricing, and health outcome incentives. By coupling the management of population health, fitness and productivity with next generation solutions, he provides focus and leadership, delivering value to the businesses he serves.

Jim Hertel

Jim Hertel

Vice President, Culture and People Development, Barry-Wehmiller

Panelist: Closing General Session – Day Two, “What leading Employers are doing to Make HealthCare Consumerism Work!”

Jim is the Director of Culture and People Development for Barry-Wehmiller Companies, Inc., a global, multi-site organization that manufactures packaging, corrugating and paper-converting machinery and provides professional IT and Engineering consulting services. Jim’s responsibilities include all facets of Human Resources including Benefits, HRIS, Compensation and Employment.

In 2006 Jim lead the implementation of Barry-Wehmiller’s innovative wellness initiative "Take Time to Take Care" that engaged over 2400 U.S. associates who took steps to a healthier lifestyle in 2007. Jim has been involved with the Benefits and Healthcare since 1998. Jim is a St. Louis native, graduated from UM-St. Louis and started his HR career with the AAIM Management Association, a St. Louis Employer’s Association, joining Barry-Wehmiller in 1996 as their Compensation Manager.

Mary Bradley

Mary Bradley

Director of Health Care Planning, Pitney Bowes Inc.

Panelist: Closing General Session – Day Two, “What leading Employers are doing to Make HealthCare Consumerism Work!”

Mary Bradley is the Director of Health Care Planning for Pitney Bowes, a $5.4 billion global provider of custom communications management.  Mary is responsible for the development of the U.S. Health Care strategy including quality assessment of health care programs, management of health care suppliers, development and management of the health care budget, and the development and communication of plan offerings for Pitney Bowes’ 26,000 active and retired employees and their dependents.

Prior to this position, Mary was the Manager, Global Advanced Benefits Planning at Pitney Bowes where she was responsible for identifying global demographic trends, and determining emerging workforce needs and program requirements.  Mary also was responsible for the management of the in-house disability operation for case and claim management of the STD and LTD programs.

Mary is the Chair of the Board of Directors for the Northeast Business Group on Health, and serves on advisory boards for Cigna, NCQA, IFEBP, Truven, Express Scripts, Value Options and the National Business Coalition on Health’s Purchaser Advisory Council.

Mary received the 2008 Employer Award for Value Based Purchasing from the National Business Coalition on Health, and a Solutions Superstar award in 2009 and 2010.  On behalf of Pitney Bowes, she accepted the Truven 2012 Healthcare Advantage Award for performance efficiency as well as the overall performance award. In 2013, Pitney Bowes again received the Healthcare Advantage Award for performance efficiency. Pitney Bowes and UnitedHealthcare recently received an Innovation in Reducing Health Care Disparities award from NBGH and a certificate of appreciation from HHS.

Pre-Conference

Susan Hayes

Susan Hayes

Principal, Pharmacy Outcomes Specialists

Pre-Conference: Boot Camp: Pharmacy Benefit Management (PBM)

Workshop 306: SHARE SESSION: Pharmacy Benefit Management – The Value to Employees / Consumers Can Be Significant!!!

Susan has over 30 years’ experience in the health care consulting and management industry. As a founder of POS, Susan is responsible for the strategic direction of the firm and specifically sales, proposals, product pricing and development. Susan is a lead project manager for the firm’s clients, which include Health Plus of Michigan, Connecticut Coalition of Taft Hartley Health Plans, Sheet Metal Workers International (SMART Union) and USI Insurance Services. In her many years in the pharmacy benefits industry, Susan has developed a broad understanding of the market place, services offered by the pharmacy benefit managers and pricing terms that are currently available in the industry.

Prior to POS, Susan was Vice President of Marketing for Systemed Pharmacy, Inc. and Vice President, Marketing of Walgreens Healthcare Plus. In both positions, she was responsible for the strategic development of the target market and product mix for PBMs, growing retail and mail service revenues and enhancing overall client retention. For five years prior to Walgreen Co., Susan was the National Practice Leader for William M. Mercer, Inc., specializing in prescription drug auditing and bid procurement amounting to over $1 million annually in revenue. Clients included Fortune 500 employers.

She has published several articles in Business Insurance and Employee Benefit News and was recently quoted in the Wall Street Journal regarding pharmacy benefit practices. Susan is a co-producer of the Pharmacy Benefits Academy and is part of their distinguished faculty. Susan recently testified to the Committee on Oversight and Government Reform, Subcommittee on Federal Workforce, Postal Service and the District of Columbia on Transparency in the PBM Industry.

Susan has a B.S. in Criminal Justice from Northeastern Illinois University. She is a Registered Pharmacy Technician in the State of Illinois. In 2012, Susan was awarded her Accredited Health Care Fraud Investigator credentials from the National Health Care Anti-Fraud Association. She is also an esteemed member of Roosevelt University, School of Pharmacy, Professional Council.

Zachary French

Zachary French

Executive Vice President, Sales & Marketing, Citizens Rx, LLC

Pre-Conference: Boot Camp: Pharmacy Benefit Management (PBM)

Workshop 306: SHARE SESSION: Pharmacy Benefit Management – The Value to Employees / Consumers Can Be Significant!!!

Zachary French joined Citizens Rx as Executive Vice President, Sales & Marketing in July 2013 where he leads all sales and client-facing activities. Citizens Rx provides PBM services to Taft-Hartley and Public Sector clients as well as Self-Insured Employers.

Previous to joining Citizens Rx, Mr. French served in a variety of PBM industry leadership positions including Senior Vice President of Sales and Account Management at American Health Care, a Sacramento-area PBM and Disease Management firm; Vice President, PBM Transparency Initiatives for the National Community Pharmacists Association, a 114 year-old association of 23,000 independent pharmacies headquartered in Alexandria, VA were he led a consultancy that provided federal and state policy-makers with insights regarding the PBM industry.

Mr. French also served for 4 years as Senior Vice President, Sales and Client Services for Walgreens Health Initiatives where he led a national organization of 160 employees. Under his leadership, WHI grew from 2.5 million members to 9.6 million members.

Over his 25-year leadership career, Mr. French has held positions in information technology and consulting sales with a primary focus on the healthcare domain including Vice President and Director level positions at Apple, Inc., Toshiba Information Systems, Electronic Data Systems and Keane Consulting.

Chuck Gamsu

Chuck Gamsu, R.Ph., MBA

Vice President, Envision Rx Options

Pre-Conference: Boot Camp: Pharmacy Benefit Management (PBM)

Workshop 306: SHARE SESSION: Pharmacy Benefit Management – The Value to Employees / Consumers Can Be Significant!!!

Mr. Gamsu has over 20 years of experience in healthcare. He began his career as a hospital pharmacist in Connecticut and managed several retail pharmacies as a community pharmacist in Massachusetts and Connecticut. While at PCS Health Systems, currently CVS/Caremark, he advanced from; Clinical Consultant to Senior Product Manager for RxReview to Director of Strategic Alliances. Mr. Gamsu spent two years with Epocrates as Regional Vice President and the last nine years with Envision Pharmaceutical Services.

As Vice President for Envision Rx Options, Mr. Gamsu provides pharmacy benefits management services for a variety of Taft Hartley Union Funds, Medicare Part D and Medicaid health plans and self-insured employers. His strong clinical knowledge and business experience provide him with an understanding of the pharmaceutical business, the managed care industry and the new technologies used in healthcare.

Mr. Gamsu, a registered pharmacist, has an M.B.A in Health Care Management from Boston University and is a graduate of The University of Connecticut with a B.S. in Pharmacy.

Terry McCorvie

Terry McCorvie

President, WealthCare Marketplace Solutions, Alegeus Technologies

Pre-Conference: Alegeus Technologies Research Results Discussed – Employer Perceptions Regarding Private Exchanges and Defined Contribution

Workshop 405: SHARE SESSION: Exchanges or Marketplace? Whatever it’s Called, Get to Know it

Terry has spent much of his professional career researching and designing creative employee benefit solutions. He has been involved in running and administering health insurance exchanges since 1993. Beginning in 1993, Terry was named Executive Director of the Community Health Purchasing Alliance (CHPA) in Orlando. CHPA was a statewide initiative that allowed small businesses to offer individually-selected benefits to employees, enrolling 125,000 participants at its peak. It was an early forerunner of today’s online benefits markets. In 1997, Terry founded Workable Solutions to take advantage of emerging web-based technologies and bring more efficiency to benefits management. Workable Solutions has administered employee-choice programs in Florida, North Carolina, New York, Connecticut, Oregon and Washington. It currently administers several choice-based marketplaces including BeneFIT with ConnectiCare and HealthWorks. As an early pioneer in the individually-tailored benefits model, Terry has a unique perspective on what works and what doesn’t, both from the viewpoint of a program executive and as the technology provider. The Workable Choice technology platform, offered by Workable Solutions, provides an end-to-end solution for exchange operations from plan selection and enrollment, through consolidated billing and payment management.

Workshop Speakers


Michael Showalter

Michael Showalter

Chief Marketing Officer, Prime Therapeutics

Workshop 101: LEARN SESSION: Engaging Employees in the Evolving Healthcare Market

Workshop 306: SHARE SESSION: Pharmacy Benefit Management – The Value to Employees / Consumers Can Be Significant!!!

As Chief Marketing Officer at Prime Therapeutics (Prime), Mr. Michael Showalter has overall responsibility for Prime’s marketing and product development efforts, focused on helping the company continue to grow as a leading pharmacy benefit manager. His proven expertise in consumer-oriented strategies and consumerism will help prepare Prime for success as the market evolves.

Mr. Showalter comes to Prime with a background in planning new products and building new markets, and a strong track record of success. He not only led the enterprise strategy for health care reform with his previous employer, but was also part of the original team that created the market for consumer-directed health plans. His strong product development skill set helps Prime leverage the value of pharmacy – the most frequently accessed component of the health care chain – and shape clients’ success in the consumer-centric post-reform market.

J. Kevin A. McKechnie

J. Kevin A. McKechnie

Executive Director, ABA HSA Council

Workshop 102: LEARN SESSION: Obamacare Search and Rescue: Search for HSAs and Rescue your Clients

J. Kevin A. McKechnie, Executive Director of the Health Savings Account (HSA) Council and the American Bankers Associations’ Office of Insurance Advocacy represents the HSA Council and ABA before Congress. He served as Legislative Director to former Congressman William Dannemeyer of California. He holds a BA in History and Political Science from York University in Toronto, Canada.

Hanny Freiwat

Hanny Freiwat

Business Co-founder and President, Wellero, Inc.

Workshop 103: CONNECT SESSION: Bringing a Mobile Retail Experience to Health Care

Hanny Freiwat has over 19 years of experience consulting and working in the Health insurance, system integration, and enterprise architecture fields. Prior to joining Cambia Health Solutions DHS team, Hanny spent over a year as the CTO and director of technology for RegenceRx and 5 years as an enterprise architect at Regence. He also spent 10 years as an independent senior integration consultant for numerous health plans and held multiple full-time positions in the Information technology field with Partners Health Plan, Tucson Medical Center, and PacifiCare. In addition, he designed, developed, and implemented a commercial software package for the mental healthcare industry, as well as, two financial management and lead tracking systems for two national companies.

Don Doster

Don Doster

President, CEO, gBehavior

Workshop 104: CONNECT SESSION: Five Chronic Wellness Program Problems and How to Beat Them

Don Doster, entrepreneur and founder of gBehavior, has over 25 years of business development and leadership experience. He is widely regarded as an expert in incentive-based behavior management, especially in the areas of health/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.

Deanna Baker

Deanna Baker

Vice President, Employee Development & Human Resources, InteliSpend Prepaid Solutions

Workshop 104: CONNECT SESSION: Five Chronic Wellness Program Problems and How to Beat Them

Deanna Baker and her team are responsible for driving InteliSpend’s high-performance culture initiatives and directing corporate human resources. Baker’s multi-industry (entertainment, healthcare, finance, and government) HR management experience includes HR compliance, HRMS, policy development, organizational design, performance management, compensation, recruiting, leadership development, and benefits. Prior to joining InteliSpend, Baker served in numerous HR leadership roles, including the California-based companies Disneyland Resort and Triad Financial. Baker began her career with The Boeing Company (formerly McDonnell Douglas) where her various assignments involved overhead and program finance. Baker holds a bachelor’s degree in finance from Northern Illinois University.

Bill Gibson

Bill Gibson

Vice President, National Sales, New Benefits

Workshop 105: SHARE SESSION: The Evolving Relationship between Broker and Employer and How to Benefit the most from a Partnership

Since 2003, Bill has been developing new business opportunities within existing and new distribution channels for New Benefits. His primary goal is to ensure client expectations are exceeded by providing exceptional pre and post sales support. He creates and implements corporate strategies to sell our advanced print fulfillment services. Bill executes the launch of new accounts while continuing to monitor and track the progress of existing clients. A retired Captain from the United States Air Force where he spent 21 years, he was Executive Vice President of a national PPO. He also worked for the Sandestin Beach and Golf Resort as Director of Operations and spent seven years in administration with St. Mary’s Health System in Tennessee.

Don Cooper

Don Cooper

President, TriFlex Corporation

Workshop 105: SHARE SESSION: The Evolving Relationship between Broker and Employer and How to Benefit the most from a Partnership

 

Scott Wood

Scott Wood

Principal, Benefit Commerce Group

Workshop 105: SHARE SESSION: The Evolving Relationship between Broker and Employer and How to Benefit the most from a Partnership

Scott Wood, Principal of Benefit Commerce Group, is an employee benefits expert with more than 25 years of experience inside the health insurance industry. Prior to co-founding Benefit Commerce Group in 2009, Scott was COO of Independence Holding Co. (NYSE: IHC) and CEO of Insurers Administrative Corp (IAC). Benefit Commerce Group provides employers with sustainable strategies to lower health care costs without reducing employee benefits, integrating meaningful employee health improvement and wellness programs to enhance productivity. Named “Most Innovative Broker” by The Institute of HealthCare Consumerism in December 2011, Scott is committed to changing the health care cost paradigm, one employer at a time.

Donna Joseph

Donna Joseph

CEO and co-founder, Rhodes-Joseph & Tobiason Advisors

Workshop 105: SHARE SESSION: The Evolving Relationship between Broker and Employer and How to Benefit the most from a Partnership

Donna Joseph is the CEO and co-founder of Rhodes-Joseph & Tobiason Advisors, an independent employee benefits coaching and consulting company helping employers and employee benefits professionals as well as brokers, vendors and service providers, www.rjtadvisors.com. Her company’s unique Rent-A-Benefits Director™ services accelerate clients’ achievement of business and benefits goals. Donna also leads her company’s Grow Your Benefits Career™ coaching practice, www.GrowYourBenefitsCareer.com.

As former Benefits Director at a major global company and former Board member of ABC, the American Benefits Council, Donna brings her wide experience and depth of knowledge to her clients. She frequently speaks at national employee benefits conferences and has authored and been quoted in many articles on benefits. She co-authored the eBook “Making Voluntary Workplace Benefits Part of Every Employer’s Benefits Program”, a guide helping brokers and benefits product providers understand the employer’s perspective on employee benefits.

Jim Skinner

Jim Skinner

President, JMS Benefit Solutions, L.P.

Workshop 105: SHARE SESSION: The Evolving Relationship between Broker and Employer and How to Benefit the most from a Partnership

Jim Skinner is the President of JMS Benefit Solutions, L.P. a full-service employee benefits brokerage and consulting firm located in Texas. In business for over 18 years, Jim’s firm specializes in designing and enrolling consumer-driven healthcare plans in the middle market. His firm works in both the domestic group market, as well as the international market with an emphasis on Mexico. Jim’s firm is fully bilingual.

At age 42 Jim was diagnosed with a genetic form of colon cancer that had progressed to a stage three by the time it was discovered. He underwent twelve months of chemo, a lifetime dose of radiation and colon surgery. Just four years later Jim underwent Gamma Knife surgery to treat a life-threatening tumor near his brain stem. Jim’s brain surgery left him deaf and without any balance on his left side. These medical situations have given Jim a deep-dive experience into the medical field, providing him with unusual insight into our fragmented healthcare system and how to address the problems. These experiences now influence all of his writing and training in the insurance field.

Jim is also the Founder of The Smart Patient Academy (SPA), a publishing, communications and enrollment company. The SPA vision is to transform the patient experience in a way that makes healthcare providers and insurance companies responsive to the consumer. To that end, Jim recently authored Smart Patient – Smart Money – The Simple Guide to Becoming an Educated, Empowered, Money-Saving Champion of the Healthcare You Deserve. The book has spawned the development of a pre-enrollment CDHP adoption program called “21 Days to Behavior Change.’ The series is designed to train a new healthcare consumer – a.k.a. ‘Smart Patients’ – that can easily adapt to the demands of the CDHP world.

Jim holds a Spanish degree from University of California, San Diego and a Master’s Degree in Latin American Area Studies from Georgetown University. Prior to entering into the insurance field, he served four years as a Presidential appointee for the President’s Advisory Board for Cuba Broadcasting.

Scott Decker

Scott Decker

President, HealthSparq

Workshop 106: SHARE SESSION: Empowering Employees to Shop for Healthcare Services

Prior to HealthSparq, Scott Decker was President of NextGen Healthcare, a leading developer and provider of electronic health records and financial systems. Before his tenure at NextGen, Scott founded and served as chairman of the board of directors and chief executive officer of Healthvision, Inc., a pioneer in the health information exchange (HIE) market. While there, he built and deployed one of the first Software-as-a-Service (SaaS)-based infrastructures in the healthcare industry. Scott served as the vice president of development for VHA’s health information technologies business unit previous to Healthvision, Inc. There he helped develop one of the nation’s first Intranets: VHAseCURE.net. Scott began his career at IBM Corporation, where he held a variety of sales, marketing and business development positions within the global health industry business unit. Scott leverages his 23 years of professional and management experience in healthcare information technology to provide a unique perspective on the emerging world of health information technology. Scott graduated summa cum laude from Trinity University in San Antonio, Texas, where he earned a bachelor’s degree in computer science. He has been honored twice as a finalist for the Ernst & Young Entrepreneur of the Year. In his spare time, he is an active triathlete and eight-time finisher of the Ironman Triathlon.

Brian Berchtold

Brian Berchtold

Director of Business Development, hubbub

Workshop 201: LEARN SESSION: What Happens When the Peeps Have the Keys?

An experienced leader in start-up companies in the medical and consumer products arena, Brian has a reputation for establishing businesses with explosive growth.

As the Director of Business Development for the innovative hubbub health portfolio launched by Cambia Health Solutions, Brian is responsible for generating and growing partnerships and opportunities.

Prior to joining Cambia Health Solutions, Brian orchestrated funding and the rapid launch of ALCiS Health, Inc’s consumer products into over 15,000 retail locations.

Brian has held key positions in the medical device industry with Alliance Medical Corporation and Collagen Corporation.  His leadership at Collagen Canada, Ltd., led to the organization’s fastest growing world-wide subsidiary, leading to additional opportunities in Europe with Collagen (UK) where he reorganized operations.

Brian’s passion for health and wellness carries through to his community involvement.  He is Board Chair for Playworks Portland, a national nonprofit that transforms schools by providing play and physical activity at recess and throughout the school day.

A graduate of Santa Clara University in Finance, Brian enjoys cooking and running.  He recently completed his third marathon in 12 months.

Rod Reasen

Rod Reasen

President, Healthiest Employer®, LLC

Workshop 201: LEARN SESSION: What Happens When the Peeps Have the Keys?

Mr. Reasen is no stranger to the wellness community.  For over ten years, he has worked hand in hand with employers of all sizes to create unique trend setting wellness programs.  In an effort to find the best and brightest, he created the Healthiest Employers® award program which is now being conducted in nearly fifty U.S. cities.  The research conducted by this program includes thousands of employers representing nearly fifty million employees. 

Healthiest Employer, LLC is a research and analytics firm focused on behavioral health and wellness.  They work directly with wellness vendors, brokers and insurers to assist with analytics in the workplace.

Mr. Reasen holds two bachelor degrees in Marketing and Finance from Bob Jones University in Greenville, SC. and has been the featured speaker at multiple universities, wellness conferences, forums and web casts.

He has authored over thirty articles in leading journals, including The Boston Business Journal, Employee Benefit Adviser Magazine and Inside the Minds – Employee Benefits Best Practices.  His wellness research has been helping employers reconsider the way they develop, deploy and administer their initiatives.

Mr. Reasen lives in Carmel, IN with his wife and four children and is an avid extreme sports enthusiast. 

Ernie Harris

Ernie Harris, NPDP

VP Strategy & Product Management, Alegeus Technologies

Workshop 202: LEARN SESSION: Online Benefits Marketplaces – More Than Just Health Insurance!

Ernie Harris is VP Strategy & Product Management at Alegeus Technologies. Ernie is a results-driven executive with experience in business development, product management, operations and marketing. Ernie is a charismatic leader with the ability to build, train, motivate, and mentor successful teams to outstanding performance. Over the course of his 25-year career, he has served in product management and business development roles for Workable Solutions, Ceridian, Raymond James, Baltimore Gas & Electric and TDAmeritrade. Ernie has earned numerous accolades in the product management field, including designations from the Product Development and Management Association (PDMA) and the Association of Business Process Management Professionals. He is a proud graduate of the University of Maryland where he earned a degree in Computer Science, and is an active member in several professional organizations and in his community. He currently serves on the board of directors for the Arizona Product Development & Management Association (PDMA) and supports community initiatives and charities focused on environmental protection.

Mark Fisher

Mark Fisher

President and Founder, Benefits Exchange Northwest LLC.

Workshop 202: LEARN SESSION: Online Benefits Marketplaces – More Than Just Health Insurance!

Since 1985 Fisher has been in the industry and has worked as a life agent, group producer, carrier rep, founder and manager of a successful boutique brokerage agency, and has built and sold a still-thriving CDH third-party benefits administration firm. Fisher’s latest endeavor is building a private benefits exchange administration company to serve the small employer and individual markets in the northwest.

Praveen Mooganur

Praveen Mooganur

Co-founder & COO, WiserTogether Inc.

Workshop 203: CONNECT SESSION: It’s Not Cost – Why Care Transparency Matters More?

Praveen co-founded WiserTogether and was appointed as Chief Operating Officer in 2010. He has responsibility for operations and commercial success of the company. Prior to WiserTogether, Praveen was responsible for sales and client service at the Corporate Executive Board and lead large teams that served C-level executives across Fortune 500 organizations. Praveen and Shub Debgupta (Founder of WiserTogether) were awarded Industry Innovators 2012 by the Institute of HealthCare Consumerism for their leadership in helping employers enable consumerism through WiserTogether’s treatment selection and shared decision support platform. Praveen graduated from the George Washington University with an MBA in Management Decision Technologies. Praveen also holds a Master’s degree in Nuclear Physics from the Bangalore University, India. He currently lives in Virginia with his wife and two children.

Steve Eno

Steve Eno

VP Marketing, WiserTogether, Inc.

Workshop 203: CONNECT SESSION: It’s Not Cost – Why Care Transparency Matters More?

Steve is WiserTogether’s Vice President of Marketing and is responsible for the company’s marketing strategy and execution. Prior to WiserTogether, Steve was responsible for health and wellness benefits for GE Capital’s US employees and also led GE wide initiatives. His primary focus was population health and fostering healthcare consumerism. Steve has also led consumer marketing teams at American Express, Citigroup, and UnitedHealthcare. He received a 2012 Institute for HealthCare Consumerism Innovative Employee Communication award for leading the creation of GE’s My Interactive Health Guide video website. Steve graduated from New York University with an MBA in Marketing. He currently lives in Connecticut with his wife and two children.

Mike Parkinson

Mike Parkinson

MD – former CMO with Lumenos

Workshop 204: CONNECT SESSION: At the 10th Anniversary of HSAs, Here’s What’s Ahead! – Panel Discussion

Dr. Parkinson is the Principal of P3 Health LLC (Prevention, Performance, Productivity) engaging employers and organizations to increase value in health and health care. He also serves as the Senior Medical Director overseeing employer health and productivity strategies for UPMC Health Plan and WorkPartners. Mike is the Past President of the American College of Preventive Medicine, the national medical specialty society of physicians trained in and committed to disease prevention, health promotion and systems-based approaches to improving health and health care. He formerly was Executive Vice President, Chief Health and Medical Officer of Lumenos, a pioneer of consumer-directed health plans and a subsidiary of Wellpoint. A retired Air Force colonel, he served as associate director of medical programs and resources in the Office of the Surgeon General where he was responsible for policy and planning for over 2 million beneficiaries, 70 facilities and a $4 billion budget. While assigned to the US Public Health Service, he provided oversight of federal programs in public health, geriatrics and preventive medicine training. He served on the National Advisory Committee of the Robert Wood Johnson Foundation Health Care Purchasing Institute assisting employers to purchase higher quality care. Mike was vice chair of the American Board of Preventive Medicine and a member of the Residency Review Committee. Other appointments included the Institute of Medicine Committee reviewing NASA employee health programs, and serving as faculty for the 14-cities Robert Wood Johnson Foundation “Aligning Forces for Quality” project. He is a member of the editorial boards of the American Journal of Preventive Medicine and the American Journal of Medical Quality. Dr. Parkinson is a recipient of the Air Force Legion of Merit, Distinguished Service Award of the American College of Preventive Medicine, and Distinguished Recent Graduate Award from the Johns Hopkins School of Public Health. He received his AB from Cornell University, MD from George Washington University, family practice training at the UCLA and his MPH, preventive medicine residency and chief residency at Johns Hopkins.

William J. West Jr., M.D.

William J. West Jr., M.D.

Senior Vice President, Business Development, HealthEquity

Workshop 204: CONNECT SESSION: At the 10th Anniversary of HSAs, Here’s What’s Ahead! – Panel Discussion

Bill West is a board certified OB/GYN physician and industry veteran whose career in health care spans more than 27 years. In 1999, Dr. West founded First MSA, which would later become First HSA, one of the nation’s leading Health Savings Account administrators. After First HSA was acquired by HealthEquity in 2011, Dr. West assumed his current role of Senior Vice President in charge of Business Development. In this role, he is responsible for fostering health plan relationships across the Eastern region, while working closely with the company’s Regional Sales Directors on sales strategy, integration, product development, and broker and employer education.

Dr. West remains actively involved in multiple industry associations, and currently serves on the ABA HSA Council, AHIP HSA Council, and the HSA Coalition. He is also a founder and current Board member of the Healthcare Choice Coalition. In 2006, Dr. West participated in a town hall meeting with President George W. Bush, and has since educated members of Congress on free market reforms within the healthcare industry. He continues to work with members of Congress, the White House, and various regulators on consumer-­‐ driven health rules and regulations.

Dr. West received his Bachelor of Science degree in Biology from Juniata College in Huntingdon, PA, and his Medical Doctorate from Jefferson Medical College in Philadelphia, PA. He completed his internship and residency in Obstetrics and Gynecology at Lankenau Hospital in Philadelphia, and is currently board certified in OB/GYN and on staff at Reading Hospital and Medical Center in West Reading, PA.

Alan Roga

Alan Roga

Founder and Chief Executive Officer, Stat Health Services

Workshop 205: Share Session: Health Care Access: When You Want It, How You Want It

Dr. Roga is Chairman and Chief Executive of Stat Health Services, Inc providers of Stat Doctors™. Stat Doctors is telemedicine at its finest, providing an innovative solution to several of today’s health care challenges by enabling cost-effective anytime/anywhere access to ER doctors for the diagnosis and treatment of common medical conditions. Dr. Roga has served as President of Scottsdale Emergency Associates Ltd., and Chairman of the Emergency Department of Scottsdale Healthcare Shea. He is also a practicing emergency medicine physician, multi-time winner of the Phoenix Magazine top doctor in emergency medicine award, Fellow of the American College of Emergency Medicine and a Diplomat of the American Board of Emergency Medicine. He is a member of the Board and Past-President of the Arizona Chapter of the American College of Emergency Physicians. Dr. Roga completed his residency in emergency medicine at Albert Einstein College of Medicine, Bronx Municipal Hospital Center, Jacobi Hospital and he completed his internship in internal medicine at Winthrop University Hospital.

Sunil Budhrani

Sunil S. Budhrani

CEO, CareClix

Workshop 205: Share Session: Health Care Access: When You Want It, How You Want It

Dr. Sunil Budhrani is a Board Certified Emergency Medicine Physician who graduated from the University of Pennsylvania with a degree in Neuroscience and English. He went on to complete his Medical Degree at the George Washington University, where he then pursued his Masters in Public Health due to an interest in improving health care for the greater population. Subsequently, he completed his residency training in Emergency Medicine at the Tufts University School of Medicine in Massachusetts, and went on to Chair and direct Emergency Departments and Urgent Care Centers throughout the country. Dr. Budhrani recently served as the Chief Medical Officer of the Evergreen Health Cooperative Insurance for the State of Maryland and is now Chief Executive Officer of CareClix. He as well serves as the current Chair of the American Telemedicine Association’s Guidelines Committee for Practice of Primary Care and Urgent Care Telemedicine. He resides in the DC Metropolitan area with his wife and two daughters.

Ling Shao

Ling Shao

SVP Strategic Solutions, American Well

Workshop 205: Share Session: Health Care Access: When You Want It, How You Want It

Ling is responsible for developing and fostering new relationships with American Well that increase the adoption of telehealth. Prior to joining American Well, Ling spent nearly a decade in various leadership roles at UnitedHealth Group where she was most recently the Health Innovation Executive working with UHC’s largest national customers. While at UHG, she also served as a Strategic Client Executive for UHC National Accounts, lead business development efforts in turning around Evercare’s New York Medicare Advantage Plan and worked closely with Optum’s Chief Medical Officer in product management. Before UHG, Ling was a senior consultant with Booz & Co. and served in the U.S. Army as a sergeant and a nurse. Ling holds an MBA from Harvard University and BS in Nuclear Engineering from MIT.

Ben Sommers

Ben Sommers

Regional Vice President, Castlight Health

Workshop 206: SHARE SESSION: How to Engage Employees to Become Better Consumers of Healthcare

Ben Sommers is the Regional Vice President, Western U.S., for Castlight Health, a healthcare IT company that has built the first personalized shopping platform for healthcare services. At Castlight, Ben works primarily with large, self-insured employers and organizations that are on a path to create more informed and engaged healthcare consumers. Ben also works closely with regional and national health coalitions, along with regional and national consulting firms, to demonstrate the value that is created through greater transparency in the world of healthcare. Prior to Castlight, Ben served as the Vice President of Sales & Marketing at Future Point Systems, a software company focused on business and government analytics. Ben also managed a Western U.S. territory at IBM, working across all of IBM’s solution areas and focusing on healthcare IT and software clients. Ben earned his MBA from the University of California Berkeley, Haas School of Business, and received his BA in Economics from Harvard University.

Diana M. Andersen

Diana M. Andersen

SVP, Director of Corporate HR Benefits, Zions Bancorporation

Workshop 206: SHARE SESSION: How to Engage Employees to Become Better Consumers of Healthcare

Diana M. Andersen is Senior Vice President of Human Resources with a special emphasis in Benefits. Andersen oversees benefits administration for all the Zions Bancorporation employees with plan value totaling upwards of $650 million. Additionally, in this role, she co-chairs the Benefits Committee made up of the C-suite and other senior executives in the Corporation. Andersen also plays a pivotal role in keeping the C-suite informed of emerging benefit issues and legislative concerns. She provided leadership and education to employees and vendors in Zions’ move to consumer directed health care plans in 2005. She is currently focused on compliance and impact of the landmark legislation – PPACA.

Prior to her joining the Zions team in 2000, Andersen worked for Wells Fargo in the capacity of Vice President and Manager of Human Resources in the Benefits area. In this role, Andersen managed and directed the design of Health & Welfare plans including Medical, Dental, Vision, Disability, Employee Assistance Program and Life insurance coverage. She also managed the 401(k) and pension plans as well as the executive plans. She was responsible for negotiating all vendor contracts, performance guarantees and pricing for all insurance products offered in the Health & Welfare plans.

Before beginning at Wells Fargo, Andersen worked at Marsh & McLennan, the largest property and casualty insurance brokerage firm in the country as Assistant Vice President, Benefits Consulting. In this role, Andersen managed consulting relationships with eleven mid-sized businesses with over 15,000 employees.

Andersen graduated from the University of Utah with a Bachelor’s of Science degree in Finance. She later received her Masters in Business Administration degree also from the University of Utah. Andersen further received a certificate of completion in English Literature from Cambridge University, United Kingdom. She is also a Certified Benefits Professional.

Andersen is deeply involved in the community. She is a member of the Ceridian and Aetna client advisory boards. She is a volunteer for the Meals on Wheels and the Junior Achievement programs and is a member of the United Way’s Women’s Leadership Council.

Charity Trujillo

Charity Trujillo

Director of Benefits and Wellness, APi Group, Inc.

Workshop 206: SHARE SESSION: How to Engage Employees to Become Better Consumers of Healthcare

Charity Trujillo is the Manager of Benefits & Compensation at Allegiant Travel Company, a leisure travel company focused on providing travel services to residents of small, underserved cities and offering low-cost service to leisure destinations in the United States. Charity oversees benefits, leaves of absence, compensation, and leads human resources information system administration for all Allegiant Team Members and is also a member of the 401k Committee. She previously worked for a non-profit hospice and a Department of Energy project prior to joining Allegiant. She has actively participated in Allegiant’s full-conversion to consumer-driven health plans over the past two years and has accomplished unsurpassed Team Member participation in the company’s wellness program. She has firsthand experience on how consumer-driven health plans can influence Team Member behaviors and have a positive impact on claims experience.

Sam Shallenberger

Sam Shallenberger

Chief Financial Officer, RJ Young Company

Workshop 206: SHARE SESSION: How to Engage Employees to Become Better Consumers of Healthcare

Sam Shallenberger has served as Chief Financial Officer of RJ Young Company, one of the largest independent copier dealers in the United States, since 2006. Sam manages all administrative, finance, and benefit programs for RJ Young. His research into employee medical benefits for his employer led to a consumer-driven restructuring of their benefit offering in 2010 and over $1M in annual savings since for the 500 employee plan. Sam serves as an advisor to Bernard Health, an HSA and individual health broker, and is a returning panelist to IHC West. Sam earned a Master of Business Administration from Vanderbilt Owen Graduate School of Management and a Master of Science in Accountancy from the University of Phoenix. Sam is a Certified Merger and Acquisition Advisor, a Certified Glock Professional Armorer, an NRA Certified Instructor, and lives in Lebanon, Tennessee with his wife and two children.

Jennifer Forster

Jennifer Forster

HR Director, Buffalo Exchange

Workshop 206: SHARE SESSION: How to Engage Employees to Become Better Consumers of Healthcare

Jennifer Forster holds a Bachelor of Science degree in Business Management from the Eller College of Management at the University of Arizona and was recognized as a 2012 HealthCare Consumerism Superstar, receiving the “Most Effective Population Health Management Award.” Jennifer has a background in employee benefits in both the public education setting as well as private business and is dedicated to promoting wellness and healthcare consumerism as means to control costs and improve employee productivity. As the Human Resources Director for Buffalo Exchange, a nationwide resale fashion retailer, she is responsible for implementing and effectively communicating the company’s healthcare strategy and also oversees the company’s wellness program and annual biometric screening process. With 48 stores nationwide, Buffalo Exchange faces the challenge of reaching an employee group spread across the country. Through Jennifer’s leadership Buffalo Exchange has successfully controlled healthcare costs with the implementation of a high deductible health plan/HRA with 100% preventive care coverage since 2010, providing a high-value and low-cost healthcare solution to nearly 800 full- and part-time Buffalo Exchange employees.

Jody Amodeo

Jody Amodeo

Vice President, Practice Leadership, Truven Health Analytics

Workshop 301: LEARN SESSION: Consumer Engagement: The Key to a Successful Exchange

Jody Amodeo is a Practice Leader in the Analytic Consulting and Research Services group. She works mainly with large employers and is located in the metropolitan New York area. She has more than 20 years experience in health and productivity management, as well as claims audit processes, in the large employer and managed care arenas. Ms. Amodeo has proven success in strategically blending operational expertise with analytic proficiency and financial management, complimented by clinical knowledge, to execute and implement effective human capital programs. In addition, she has hands-on experience in the tactical implementation and operational oversight of highly successful disease and case management programs.

Prior to her tenure with our organization, Ms. Amodeo’s complementary experience encompasses over nine years experience in the health plan marketplace as a VP of Disease and Quality Management and, most recently, two years experience as the Senior Director of the health and productivity internal and external initiatives for a fortune 500 company.

Ms. Amodeo worked closely with senior leadership presenting the business case and program design to address the quantitative and qualitative aspects of employee health, productivity, population health, and organizational performance to successfully design and implement a program. Utilizing the power of data, she coordinated the design and execution of outcomes analysis for various programs to determine progress against baseline, return on investment, and operational efficiencies.

Ms. Amodeo directed communication strategy for program participation, reporting, and external visibility for the health plan and then directly for the employer. She managed all vendor relationships inclusive of vendor selection, contract negotiation, contract management, operational flows, and customer experience. Key to the successful management of these relationships was managing the value proposition of engagement and its correlation to return on investment.

Ms. Amodeo is a Registered Nurse with a Bachelor of Science from Adelphi University. She is also certified as a Professional in the Academy of Health and Productivity Management. Jody is on the board of the NBGH Institute on Health and Productivity and Human Capital as well as the IBI Research Committee. She has spoken at numerous industry forums and meetings.

Matthew Collins

Matthew Collins

Director, Product Management, Truven Health Analytics

Workshop 301: LEARN SESSION: Consumer Engagement: The Key to a Successful Exchange

Matthew Collins has been with Truven Health Analytics since April 2008, based out of our Ann Arbor, Michigan office. Matt is responsible for product management and solution design for employer and health plan consumer products at Truven Health. These are products that focus on assisting employees and members to make informed healthcare decisions. Prior to joining Thomson Reuters, Mr. 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. Mr. Collins also worked as a data consultant at Fidelity Investments. And before Fidelity, Mr. Collins was employed at Hewitt Associates for eight years as a project manager and systems consultant specializing in data conversions for multi-service clients. Mr. Collins holds a Master of Business Administration from the University of Florida and Bachelor of Arts in Economics from the University of Michigan.

R. John Kaegi

R. John Kaegi

Chief Corporate Strategist, Healthstat, Inc.

Workshop 302: LEARN SESSION: Beware the Great Reform Hoax

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.

Shandon Fowler

Shandon Fowler

Director of Product Management, Marketplaces, Benefitfocus

Workshop 303: CONNECT SESSION: Beyond 2014: Defining Your “Whole Workforce” Under Obamacare

Workshop 405: SHARE SESSION: Exchanges or Marketplace? Whatever it’s Called, Get to Know it

Shandon Fowler is the Director of Marketplaces at Benefitfocus, the nation’s leader in cloud-based HR benefits software solutions. As a key strategist for the organization, Fowler has worked with government agencies, major health and ancillary benefits providers, and employers to explore and launch private marketplaces for health insurance carriers and employers that stress the value of elegant, media-rich consumer experiences. Prior to becoming Director of Marketplaces, Fowler helped launch icyou, a user-generated health video website (owned by Benefitfocus) that was named both a Webby Awards Honoree and an eHealthcare Strategies Gold Medalist. Prior to joining Benefitfocus, Fowler was Senior Program Manager of Social Media Strategy and Operations for AOL. He also was one of the original employees of the Tribeca Film Festival in downtown Manhattan, where he served as Director of Media and Publications and received team recognition for excellence in branding and advertising by Communication Arts and the Effie Awards, among others. Fowler is also the author of The Groom’s Instruction Manual, which was published in 2007 by Quirk Books.

Torben Nielsen

Torben Nielsen

General Manager, HealthSparq

Workshop 305: SHARE SESSION: Healthcare Transparency – Our Journey or Just Some Far-Off Destination?

As HealthSparq’s general manager, Torben oversees product development, IT, operations, marketing and sales.

Before coming to HealthSparq, Torben served as vice president of eBusiness Strategies and Services for The Regence Group (now Cambia Health Solutions). While there, he directed consumer-focused marketing teams. He also implemented innovative, online consumer engagement solutions, including the award-winning and now national “My Blue Community” social network, cost and quality transparency solutions and other interactive features.

Prior to The Regence Group, Torben worked for Xerox Corporation where he led the North American integrated marketing communications team and oversaw print and radio advertising, online advertising and paid search, direct mail, tradeshows and events for the Office Group. He also headed up the company’s FreeColorPrinters strategic business unit and e-Commerce team.

Torben joined Xerox after serving as the Internet program manager at start-up company Inovise Medical, Inc. He started his career as a business planner for the LEGO Group, identifying online consumer engagement concepts.

Torben has an MBA from Oregon State University. He graduated from the Aarhus School of Business in Denmark with an MA in English and a BA in business affairs.

Dr. Scott Conard

Dr. Scott Conard

Chief Medical Officer, Compass Care Engineering, Compass Professional Health Services

Workshop 305: SHARE SESSION: Healthcare Transparency – Our Journey or Just Some Far-Off Destination?

Dr. Scott Conard is not only a passionate medical doctor, physician leader and business executive, but also a visionary focused on developing a sustainable and affordable US healthcare system. Presently, Dr. Conard is the Chief Medical Officer of Compass Care Engineering for Compass Professional Health Services, the leading national employee advocacy, transparency and population health management company. His career is notable for his commitment to proactive patient care (he still sees patients regularly), being the principle investigator in over 60 clinical trials, a strong focus on teaching and communication (as a clinical professor UT Southwestern for 21 years and the author of numerous papers and four books for the public), and in medical leadership (as the Chief Medical and Strategy Officer for a medical group of over 500 medical providers). Dr Conard’s mission is to add years to the life and life to the years of those he serves by empowering them to take control of their health.

Clayton Nicholas

Clayton Nicholas

VP, Strategy and Marketing, Change Healthcare Corporation

Workshop 305: SHARE SESSION: Healthcare Transparency – Our Journey or Just Some Far-Off Destination?

Clayton Nicholas brings nearly two decades of experience as a Fortune 50 executive, entrepreneur and Army Officer to his role as Vice President, Strategy and Marketing at Change Healthcare, where he leads all marketing and public relations functions, corporate strategy and product management. He has held executive positions in operations, sales, strategy and marketing at Walgreens, IBM and Healthways, where the common theme has been innovating in population health management and consumer health engagement. As an entrepreneur, he founded and sold Giving Tree, a cause-marketing based corporate incentives company. He began his career as a medical specialist and Officer in the U.S. Army, leading soldiers in deployments to Bosnia and Kosovo, and exiting service as a Captain.

Clayton holds a bachelor’s degree in engineering management from the United States Military Academy at West Point, a master’s degree in information systems from the University of Maryland and a master’s degree in business administration from Harvard Business School.

Donna Smith

Donna Smith

Executive Director of Business Development, FAIR Health

Workshop 305: SHARE SESSION: Healthcare Transparency – Our Journey or Just Some Far-Off Destination?

As Executive Director of Business Development for FAIR Health, Donna Smith provides leadership in all aspects of FAIR Health’s sales and business development strategy to many healthcare stakeholders, including health plans, TPAs, government officials, researchers, and providers. Donna has over 25 years of experience in the healthcare industry, concentrating on payer and claim technology solutions. Prior to joining FAIR Health in 2012, she was an independent consultant to a variety of entities serving the healthcare and benefits industry, including TPAs, health plans and other companies serving the health insurance payer and self-funded employer markets. Consulting services concentrated on marketing, sales and organizational strategic planning.

Earlier in her career, Donna served as Senior Vice President of Sales and Marketing for Sungard, a leading technology and services provider of business process automation, workflow and reporting tools to the employee benefits industry, and a predecessor organization, SBPA Systems.

In addition to her positions at SBPA Systems and Sungard, Donna has been an active member in several key industry associations including Self-Insured Institute of America (SIIA), Texas Association of Benefit Plan Administrators (TABA), Health Care Administrators Association (HCAA), America’s Health Insurance Plans (AHIP, also previously known as HIAA), serving in various capacities, such as participating in workshops, task work groups, committees and Board of Director appointment with SIIA.

Hilary Hanson

Hilary Hanson

Supervisor of Health Management, Hormel Employee Benefits, Hormel

Workshop 306: SHARE SESSION: Pharmacy Benefit Management – The Value to Employees / Consumers Can Be Significant!!!

As a leader of Hormel’s benefit team, Hilary has developed and executed wellness programs including biometric and health screenings, fitness challenges, flu vaccines, mammograms, fitness center and Weight Watchers® reimbursement. Hilary is the primary point of contact for all of Hormel’s healthcare and life insurance vendors all while supervising their employee benefits customer service call center.

Dr. William Meeker

Dr. William Meeker

President, Palmer College of Chiropractic-West Campus

Workshop 401: LEARN SESSION: Saving Employers Money – One Back Surgery at a Time

Bill Meeker has spent over thirty years involved in the integrative health care and CAM communities, primarily focused on the development of research capacity. He is a well-known proponent of an evidence-based approach to integrative healthcare. He was appointed president of the West Campus of Palmer College of Chiropractic in 2007. Prior to that he was vice-president for research for Palmer College of Chiropractic, and the director of the Palmer Center for Chiropractic Research (PCCR). During his 12 year tenure, the PCCR was awarded over $20 million in funding from the National Institutes of Health (NIH) and the U.S. Health Resources and Services Administration (HRSA) making it the largest and most-highly funded chiropractic research program in the world. He was the editor of the Journal of the Neuromusculoskeletal System, and now currently serves on the editorial boards of The Spine Journal, the Journal of Manipulative and Physiological Therapeutics, Explore, The International Journal of Therapeutic Massage and Bodywork, and others. Dr. Meeker has published over 50 peer-reviewed papers, books and book chapters and has made over 100 scientific or policy presentations to multidisciplinary audiences around the world. He is a former member of the National Advisory Council of the National Center for Complementary and Alternative Medicine at NIH, and a former member of the Governing Council of the American Public Health Association. He has served on ACCAHC’s Clinical and Research Working Groups. He is also on the Advisory Board for the Complementary and Alternative Medicine (CAM) Field of the Cochrane Collaboration. Dr. Meeker received his BA in political science from Wabash College in 1973, his Doctorate in Chiropractic from Palmer College of Chiropractic in 1982, and his Master of Public Health degree from San Jose State University in 1988.

Craig Hankins

Craig Hankins

Vice President, Consumer Engagement Products, UnitedHealthcare

Workshop 402: LEARN SESSION: Modernizing Your Health Plan: Proven Solutions to Engage Employees with their Health through Programs & Tools

Craig Hankins holds the position of Vice President, Consumer Engagement Products at UnitedHealthcare. Craig brings his passion for consumer health, product design and technology to advance innovations in health care that benefit all industry participants. With over 9 years of consumer-driven health (CDH) plan experience leading UnitedHealthcare’s market-leading CDH products, he regularly advises employers and industry participants on trends and best practices in CDH plans. He also has responsibility for UnitedHealthcare’s value-based plan products including the Diabetes Health Plan and leads UnitedHealthcare’s mobile strategy including the award-winning Health4Me mobile application. Craig combines his over 15 years of broad health care experience with 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.

Brent Hines

Brent Hines

Founder and Chairman, Foundation for Financial Wellness

Workshop 403: CONNECT SESSION: Creating Connections that Last; Effective Financial Wellness Programming

Brent Hines is the founder and Chairman of the non-profit organization, Foundation for Financial Wellness. Brent’s vision has led to the expansion of the Foundation’s curriculum. Some of today’s most popular classes are budgeting & debt elimination, personal risk mitigation, investment basics, retirement planning, tax planning, estate planning, executive coaching and “Entrepreneurship 101”. Brent regularly acts as a spokesman for The Foundation for Financial Wellness delivering motivational presentations to corporations, workforce boards, churches, groups and associations offering real-world financial solutions to thousands of individuals and the organizations they are members of. Brent earned his degree in Finance and Management from the University of Colorado and lives in Parker, CO with his wife, Amy and their two children, Grayson and Lily.

Karen Meyers

Karen Meyers

Wellness Program Director, Foundation for Financial Wellness

Workshop 403: CONNECT SESSION: Creating Connections that Last; Effective Financial Wellness Programming

Karen is the Wellness Program Director for the Foundation for Financial Wellness. Karen mentors organizations on their journey to employee productivity and health. By analyzing worksite educational programs, she is able to effectively integrate the Foundation’s offerings in alignment with key organizational objectives. Karen’s previous position was as Wellness Project Manager at the NASA Johnson Space Center, where she designed wellness programs and deepened program integration across the organization. Karen’ background spans wellness, engineering and medicine including project management and engineering at NASA, and clinical medicine and biomedical research at Georgetown University and the National Institutes of Health.

Heather Andrews

Heather Andrews

Vice President of Enterprise Partner Development, Evolution1, Inc.

Workshop 404: CONNECT SESSION: Defined Contribution, Version 2014

As Vice President of Enterprise Partner Development at Evolution1, Heather strives to ensure every Partner, whether sales distribution or administrative, has the tools to succeed and grow their business through their partnership with Evolution1. With over 17 years of experience in the employee benefits industry, Heather creates, communicates, and implements business solutions for Evolution1 and our Partners to enhance business performance and growth potential. Prior to Evolution1, Heather ran a professional services firm providing consultation to clients, including Technology Firms, Benefits Brokers, Administrators, and Human Resources/Benefits Management Departments. Heather also helped launch a third party administration service organization and managed retirement accounts.

Dr. John Reynolds

Dr. John Reynolds

Chief Executive Officer, Cielostar

Workshop 405: SHARE SESSION: Exchanges or Marketplace? Whatever it’s Called, Get to Know it

Dr. John Reynolds is Chief Executive Officer of Cielostar a Healthcare Payment and Benefit Technology company with a nationwide customer base that is capitalizing on the healthcare consumerism movement and emerging technology including private exchanges. He was named to this position in August 2012 after leading the successful sale of the FIS Healthcare Division to Lightyear capital that same month. In his previous role as President of FIS Healthcare, Government and Biller Solutions, Reynolds was responsible for achieving a market leadership position (#1 or #2 Nationally) in all business lines. He drove all aspects of the businesses including full P&L, operations, technology, sales, marketing and relationship management. John’s divisions incorporated 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 Trust & Custody, Benefits Consulting and Health Benefits Services at Wells Fargo & Co. Reynolds has over 28 years of banking, healthcare, benefit consulting and payment technology experience. Previously he managed Wells Fargo & Co.’s Global Trust & Custody business and additionally was 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 holds 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, Minnesota. 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 healthcare and financial services conferences and has published numerous articles on consumer directed healthcare, B2B healthcare payment technology, accountable care organizations (ACO’s), treasury management, electronic commerce, customer loyalty and related topics.

Sander Domaszewicz

Sander Domaszewicz

Principal, Mercer

Workshop 406: SHARE SESSION: Building Better Consumers of Health Care and Health

Sander is a Principal and Senior Consultant working to “fix healthcare” housed in the Mercer Health & Benefits Services (Mercer) Irvine, California office. He leads Mercer’s Health Innovation Council that develops and implements non-traditional solutions that reshape the marketplace. He also heads up Health Consumerism and Health Engagement efforts for Mercer’s Total Health Management group. His work revolves around emerging benefits and ways to encourage groups to become involved and informed around health care cost and quality. Areas of focus include solving client problems, health care strategy and transformation, consumer directed health care, health management, and benefit decision support tools.

Sander’s prior experience includes project management in the Health & Group Benefits Delivery Services group at a large multi-national consulting firm for benefits administration outsourcing. In this capacity he addressed benefits-related outsourcing issues, systems integration, design, and testing as well as database administration and training. Prior to benefits outsourcing project management, Sander managed a hearing health care facility in Southern California, giving him exposure to issues from the provider perspective.

Sander is a frequent presenter at health care and benefits-related events and has published articles in Benefits Quarterly, Employee Benefit News, HR Magazine, Workforce and HR Executive. His consulting assignments include work with many large and small public and private organizations in both the benefits and product development areas.

Sander holds a Bachelor of Science degree in Mechanical Engineering from San Diego State University, a Masters degree in Business Administration from the University of Phoenix and a certificate in Human Resources Management from Cornell.

Jennifer Jung

Jennifer Jung

Director of Benefits, Bridgepoint Education

Workshop 406: SHARE SESSION: Building Better Consumers of Health Care and Health

Jennifer Jung is Director of Benefits for Bridgepoint Education, a provider of innovative solutions that advance learning. In this role, Ms. Jung is responsible for developing and administering employee benefit programs, education benefits and a Best In Class Wellness program. Her most recent passion has been focused around educating employees about the importance of taking ownership of their health and becoming true consumers in the healthcare market. She has successfully taken an HMO centered employee base and turned them into true consumers with a goal of full replacement CDHP next year.

Ms. Jung’s professional experience spans over 15 years and includes various human resources positions in compensation and benefit administration, human resource information systems, employee management and relations, policy design and implementation, and training and development. Prior to joining Bridgepoint Education, Ms. Jung served as Benefits Manager for Kratos Defense & Security Solutions, Inc. Before that, she was a Human Resources Consultant for HR Innovative Services, Inc.

Ms. Jung earned her BS in business administration with an emphasis in management from the University of Northern Colorado. She also holds a Human Resources Management Certification and PHR Certification from University of California, San Diego.

Shannon Swanson

Shannon Swanson

Director of Benefits and Wellness, APi Group, Inc.

Workshop 406: SHARE SESSION: Building Better Consumers of Health Care and Health

Shannon manages the health and welfare benefits for US employees of APi Group, Inc., a diverse family of construction companies with over 100 offices throughout the country. She assumed responsibility for the company’s benefit programs in 2007. Prior to that time, she was an administrative assistant at APi Group as well as API Construction, one of its subsidiaries. Shannon received a 2012 IHC Superstar Award for Most Innovative Employee Empowerment as a result of her efforts to bring education, self-service, consumerism and transparency to the employees of APi Group. Shannon studied psychology at the University of Minnesota and is working towards a CEBS designation. She currently lives in Minnesota with her fiancé and their first “child” – a wild puppy named Kira.

Terri Byron

Terri Byron

Benefits Manager, Sonic Automotive

Workshop 406: SHARE SESSION: Building Better Consumers of Health Care and Health

Terri Byron is the benefits manager at Sonic Automotive, one of the nation’s largest automotive retailers operating in 14 states. Terri joined Sonic in 2007 and was instrumental in the rollout of the company’s first biometric screening program the same year. She is responsible for the management and administration of the retirement and health and welfare plans and has implemented several wellness programs at Sonic as well as throughout her career. Terri spent several years in HR outsourcing at Hewitt prior to joining Sonic. She earned her Bachelor of Science in Business Administration from the University of North Carolina at Charlotte and holds the CEBS designation.