2014 FORUM & EXPO 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

Workshop 407: Share Session: Panel Discussion on Defined Contribution / Private Exchanges: Leading Experts Discuss the Models, the Current Experiences and What is Coming for 2015, including Updates on Public Exchanges

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


John Goodman, PhD

John Goodman, PhD

President and CEO, National Center for Policy Analysis

Opening Keynote Address, Day One, “Health Reform 2.0: The Great Debate”

John Goodman is president and CEO of the National Center for Policy Analysis and author of the new book, Priceless: Curing the Healthcare Crisis. He is widely known as the “Father of Health Savings Accounts” and Modern Healthcare named him as one of four people who have most influenced the modern health care system. He is also the Kellye Wright Fellow in health care. The mission of the Wright Fellowship is to promote a more patient-centered, consumer-driven health care system.

Kenneth Thorpe, Ph.D.

Kenneth Thorpe, Ph.D.

Robert W. Woodruff Professor and Chair of the Department of Health Policy & Management, Rollins School of Public Health, Emory University

Opening Keynote Address, Day One, “Health Reform 2.0: The Great Debate”

Kenneth Thorpe, Ph.D., is the Robert W. Woodruff Professor and Chair of the Department of Health Policy & Management, in the Rollins School of Public Health of Emory University, Atlanta, Georgia. Dr Thorpe is a member of the International Advisory Board for APCO Worldwide. In addition, he serves as the Chairman of the Partnership to Fight Chronic Disease (PFCD). As Chairman of PFCD), Thorpe works with an international coalition organizations consisting of patients, providers, community organizations, business and labor groups, and health policy experts to raise awareness of the negative impact chronic disease has on health and economy. He is also co-chair of the Partnership for the Future of Medicare, a bipartisan group designed to ensure the sustainability of the program. Dr. Thorpe is also a member of the International Advisory Council for APCO Worldwide, a global communication firm.

In addition to holding a number of faculty positions, Thorpe was Deputy Assistant Secretary for Health Policy in the U.S. Department of Health and Human Services from 1993 to 1995. In this capacity, he coordinated all financial estimates and program impacts of President Clinton’s health care reform proposals for the White House. He also directed the administration’s estimation efforts in dealing with Congressional health care reform proposals during the 103rd and 104th sessions of Congress.

As the Chairman of the PFCD and respected health care expert, Thorpe regularly testifies before numerous committees in the U.S. Congress and in front of governments around the world on the aspects of health care reform, including disease prevention, wellness and coordination of care.

Thorpe received his Ph.D. from the Pardee Rand Graduate School, an M.A. from Duke University and his B.A. from the University of Michigan.

Opening General Session – Day Two


Ron Bachman

Ron Bachman

Chairman, Editorial Advisory Board, The Institute for HealthCare Consumerism

Moderator: Opening General Session – Day Two, "An Outstanding Panel of Leading Physicians discuss “Healthcare Consumerism: the

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

Workshop 106: Connect Session: The Fundamentals of Health Care Consumerism and the Principles Behind The Institute for HealthCare Consumerism

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”.

Hal C. Scherz

Hal C. Scherz MD, FACS, FAAP

President and Founder- Docs 4 Patient Care, VP Georgia Urology, Assoc Clinical Professor of Urology- Emory University and Children’s Healthcare of Atlanta

Panelist: Opening General Session – Day Two, "An Outstanding Panel of Leading Physicians discuss “Healthcare Consumerism: the Solution for Health Reform"

Pre-Conference: “A Dose of Reality” – A Panel of 8 Leading Physicians Report on the State of Healthcare in America

Dr. Hal C. Scherz is a renowned Pediatric Urologist practicing in Atlanta Georgia. His training has taken him from New York to Texas to California at some of the most well regarded institutions in American Medicine. He is a full time practicing urologist at Children’s Healthcare of Atlanta, and is an Asst. Professor at Emory University. He has one of the few fellowship training programs in Pediatric Urology in the US and serves as a principal investigator on numerous studies in his field of expertise and a reviewer for several peer reviewed journals in Urology.

Dr. Scherz has significant medical executive experience currently serving as the managing partner of Georgia Pediatric Urology. He is a former president of the American Association of Pediatric Urologists. He is currently on the executive boards of the Children’s Healthcare of Atlanta Ambulatory Surgery Center, the Children’s Healthcare Network of Atlanta, and the Children’s Subspecialty IPA.

He is a highly sought after speaker in regards to healthcare issues having appeared on numerous national TV news programs and nationally syndicated radio shows. In his specialty, Dr. Scherz has published over 70 articles and 6 book chapters. He has been named by Atlanta Magazine as one of the leading doctors in Atlanta each year since 2005. In the area of the national health care debate he has published editorials in some of the leading publications of the nation.

Jeffrey B. English, MD

Jeffrey B. English, MD

President- Docs 4 Patient Care, Georgia Chapter, Director of Clinical Research, Multiple Sclerosis Center of Atlanta, Medical Director, Sports Concussion Institute at Atlanta

Panelist: Opening General Session – Day Two, "An Outstanding Panel of Leading Physicians discuss “Healthcare Consumerism: the Solution for Health Reform"

Pre-Conference: “A Dose of Reality” – A Panel of 8 Leading Physicians Report on the State of Healthcare in America

Jeffrey English was raised in Southern California. He went to Boston College and received his Bachelor of Arts Degree in Psychology in 1991. He subsequently went on to Dartmouth Medical School, graduating in 1995. He did his post medical training in Internship, Residency and Fellowship at the University of Maryland in Baltimore. He was the Chief Resident in Neurology at the University of Maryland in 1999.

Dr. English is board certified by the American Board of Psychiatry and Neurology with sub-specialty training in neuromuscular disorders. He also holds a subspecialty certification in Neuroimaging through the United Council for Neurological Subspecialties.

Dr. English is the Director of Clinical Research at the Multiple Sclerosis Center of Atlanta. He is a national speaker on health care economics and the delivery of care to the multiple sclerosis population. He is the President of the Georgia Chapter for Docs 4 Patient Care

Dr. Brian E. Hill

Dr. Brian E. Hill

Urology Specialists of Atlanta, Member, Docs4PatientCare, Treasurer, Emory HealthCare Network

Panelist: Opening General Session – Day Two, "An Outstanding Panel of Leading Physicians discuss “Healthcare Consumerism: the Solution for Health Reform"

Pre-Conference: “A Dose of Reality” – A Panel of 8 Leading Physicians Report on the State of Healthcare in America

Dr Brian E Hill is a practicing physician with Urology Specialists of Atlanta at St. Joseph’s Hospital. He obtained his undergraduate degree at Eastern Mennonite University and graduated as a member of the Alpha Omega Alpha Medical Honor Society from the Medical College of Virginia. He completed his residency at the University of Maryland Medical System before joining his current practice.

Dr Hill is active in the medical community in metro Atlanta. He is on the board of the Medical Association of Atlanta. He also serves on the Executive Board of the Emory Clinically Integrated Network (CIN), a cohort of over 1800 physicians spread amongst 7 hospitals who are working in concert to find methods to create greater interconnectivity in medicine, decrease healthcare costs and improve patient outcomes. He is on the local board of the CIN at St Joseph’s Hospital as well. He is a member of the Southeast Regional Physician Advisory Committee for Coventry Health Care, the American Urologic Association, the Southeastern Section of Urology, the Medical Association of Georgia and Docs4PatientCare.

Brian has been involved in the healthcare reform debate at the national level. He has written a book entitled Stop the Noise: A Physician’s Quest to Silence the Politics of Health Care Reform along with multiple articles assessing the ability of the current reform model to reach its stated end while also presenting alternative treatment options. He is on the Board of Regents for the Conservative Policy Leadership Institute and works closely with the Georgia Public Policy Foundation in presenting healthcare policy initiatives to the state legislature. He has spoken nationally on CNN and FOXNews, is interviewed regularly on radio, and routinely speaks to a wide range of business, political and civil groups including Merck, IBM, and Americans for Prosperity.

Afternoon General Session – Day Two

Jody L. Dietel

Jody L. Dietel, AFCFCI, CAS

Chief Compliance Officer, WageWorks, Inc.

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

Workshop 306: 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.

J. Kevin A. McKechnie

J. Kevin A. McKechnie

Executive Director, The ABA HSA Council, & Senior Vice President & Director, The ABA Office of Insurance Advocacy, American Bankers Association

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

J. Kevin A. McKechnie, Executive Director of the Health Savings Account (HSA) Council and the American Bankers Associations’ Office of Insurance Advocacy ealth Savings Account (HSA)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.

Closing General Session – Day Two

John Young

John Young

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

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

Pre-Conference: The Power of Employee Choice: The Game Changing Combination of Private Exchanges and HSAs

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.

Reese K. Feuerman

Reese K. Feuerman

CFO, ConnectYourCare

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

Reese is the Chief Financial Officer of ConnectYourCare. He oversees all areas of finance including financial planning, accounting, tax, and treasury as well as human resources and legal. Reese also serves as secretary to the company’s Board of Directors.

Prior to joining ConnectYourCare in 2013, Reese served as Vice President of Operational Finance at Constellation Energy and brings 25 years of experience in financial leadership as well as public company experience to ConnectYourCare. At Constellation, Reese served in a number of senior financial roles including Vice President of Finance, Treasurer, Chief Accounting Officer, and Controller. Most recently, he had responsibility for overseeing supply chain, shared services, enterprise sourcing and cost management. He was also a member of Constellation’s operating committee.

Previously, Reese was Vice President and Controller for XO Communications. He began his career with KPMG and later moved on to MCI Communications.

Reese is a member of the Advisory Board of the Robert H. Smith School of Business at the University of Maryland and the Dean’s Advisory Council of the Merrick School of Business at the University of Baltimore. He is also a member of the American Heart Association’s Baltimore Board of Directors and the Howard County Spending Affordability Advisory Committee. He has also served as a member of Northwestern Mutual’s 2011 Policy owner’s Examining Committee and board member of the 2011 Baltimore City U.S. Conference of Mayors.

Chris Goff

Christopher V. Goff, JD, MA

CEO, Employers Health

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

Pre-Conference: Helping Employers Understand Defined Contribution and Private Exchanges

In his role as CEO and General Counsel of Employers Health, Chris works with the Board of Directors to chart the organization’s overall strategy. Having worked for the organization for nearly nineteen years, he actively counsels plan sponsors and purchasing collectives in the area of employee benefits design and contracting, with particular expertise in pharmacy benefits management. Employers Health serves over 300 clients, domiciled in 28 states and covers 3,000,000 lives. Chris is also a co-founder of the Private Exchange Evaluation Collaborative (PEEC), a collaborative formed among four of the country’s leading business groups on health and PricewaterhouseCoopers (PwC) for the express purpose of educating employers on private insurance exchanges and evaluating their merits relative to an employer’s benefits strategy. Chris is also an Adjunct Professor of Law at The University of Akron School of Law where he teaches health law.

Chris currently serves as Chairman of the Board for the Health Policy Institute of Ohio. He also serves on the boards of the Health Foundation of Greater Massillon, the Academy of Managed Care Pharmacy Foundation and the Jackson Local Board of Education in Massillon, Ohio, a district ranked 16th out of 610 Ohio public schools for academic performance. He is a frequent speaker on the topic of the Affordable Care Act, is an advisor to many pharmaceutical manufacturers and has served on editorial boards related to pharmaceuticals and biotechnology.

Chris served as an advisor to the Centers for Medicare and Medicaid Services for Part D pharmacy implementation during his tenure as a member of the Booz Allen Hamilton consulting team. These activities resulted from the Medicare Modernization Act of 2003. He previously served on the faculty of the College for Advanced Management of Health Benefits, affiliated with Thomas Jefferson Medical College’s department of health policy, where he taught the pharmacy benefits management track. He also served as an adjunct faculty member at Zane State College, where he taught Business Law, Government and Business and Macroeconomics. Chris also served on the inaugural URAC PBM accreditation committee. URAC accreditation is now widely sought after by pharmacy benefit managers.

His previous management experience includes working for Anthem Blue Cross Blue Shield, Medical Mutual and PacifiCare. He also served as the interim CEO of the National Business Coalition on Health in Washington, DC for a six month period in 2003.

Chris earned his undergraduate degree in business administration, with a major in finance, from Ohio Northern University, a Master’s degree in political science from The University of Akron and a Juris Doctor from The University of Akron School of Law. Chris is a member of the American Bar Association, the American Health Lawyers Association, the Ohio State Bar Association and the Stark County Bar Association, where he serves as chair of the health law committee.

Don Garlizt

Don Garlitz

Executive Director, Exchange Solutions, bswift

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

Don brings important strategic and operational leadership to bswift’s Exchange Solutions division. Prior to joining bswift, Don served as vice president and partner for FirstWest Benefit Solutions, a leading employee benefit consulting firm based in Utah. At FirstWest, Don co-authored the white paper used by Utah’s legislative leadership as an outline for the creation of the Utah Health Exchange’s defined contribution model. He served on the Utah Health Exchange Advisory Board, which advises on exchange operations, transparency and consumer issues, and received a formal commendation from Utah Governor Gary Herbert for outstanding work as a health reform consultant to the Governor’s Office of Economic Development. Earlier in his career, Don worked in the insurance industry in sales roles with Beneficial Life and Aflac, and also as an independent agent. Don was recognized as the Utah Underwriter of the Year in 2007 by industry peers at the Utah Association of Health Underwriters. Don holds a BS from Brigham Young University and is recognized by the American College as a Registered Health Underwriter.

Barbara Gniewek

Barbara Gniewek

Principal, GHRS, PricewaterhouseCoopers

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

Pre-Conference: Helping Employers Understand Defined Contribution and Private Exchanges

Barbara Gniewek is a Principal in PwC’s Global Human Resource Services practice. Barbara practices nationally but resides in our New York City office consulting with large employers and health plans on strategy, operational excellence, product design, cost savings, funding, communications and health reform.

Barbara has over 25 years of health care consulting experience. Her broad experience includes a variety of consulting engagements focused on areas such as: developing health care plan design and strategies, evaluation of private health exchanges (HIX), evaluating the impact of the Affordable Care Act on benefits, workforce and bottom line, providing vendor strategy and management services, performing claim, operational and customer service assessments, identifying cost reduction opportunities, and assisting with compliance activities. Barbara is a leader in evaluating and understanding private exchange strategies, and was a co-founder of Private Exchange Evaluation Collaborative (PEEC). She has also worked on several health plan engagements providing claim and operational assessments / improvements, cost reduction strategies, product development, exchange strategies, and turn around services.

Previous Experience – Deloitte Consulting (National practice leader for the Integrated Health Group and Human Capital Healthcare Industry leader). KPMG (New York practice leader). William M. Mercer, Home Life Insurance (Group Underwriter).
Affiliations – Founding member of PEEC, Past Board of EBRI, Past Board Member of National Committee for Quality Healthcare

Opening General Session – Day Three

Tony Holmes

Tony E. Holmes, FSA, MAAA, FCA

Partner, Mercer

Moderator: Opening General Session – Day Three, “Healthcare Reform: Creating Better Consumers of Health and Healthcare through Improvements in Plan Design, Transparency, Engagement and More”

Tony is a Partner in the Atlanta office of Mercer Health and Benefits (“Mercer”). He is Mercer’s Consumerism Practice Leader for the South, and a national and local spokesperson and subject matter expert for healthcare reform, health management, survey, emerging strategies, innovations and best-practices with large organizations.

Tony assists clients with healthcare strategies and innovations, health care reform, emerging market solutions, and financial analysis, as well as alignment with their broader strategic HR and total rewards programs. Tony was recognized nationally in 2012 as the year’s “Most Innovative Partner/Consultant” by the Institute for HealthCare Consumerism.

Tony has consulted in Atlanta for over twenty years on health care, human resource and employee benefits to private and public organizations in all industries, ranging in size from a few thousand to several hundred thousand employees. He has held senior management positions with a health insurance company. He was formerly a Principal/Partner in Atlanta with two other prominent consulting firms, where he also held office and regional practice leadership roles.

Tony received a Master of Actuarial/Mathematics degree, and a Bachelor in General Studies degree with high distinction from the University of Michigan. He is a Fellow of the Society of Actuaries, Fellow of the Conference of Consulting Actuaries, and a Member of the American Academy of Actuaries. Tony is a regular speaker on strategic, technical, health care reform, innovation trends, consumerism, engagement and health management issues. He routinely presents to associations and at events, and is a contributing speaker at numerous financial, HR, consumerism and health management conferences. Tony is routinely quoted in national and regional publications.

Janice Rahm

Janice Rahm

Executive Vice President, Product Innovation, Interactive Health

Panelist: Opening General Session – Day Three, “Healthcare Reform: Creating Better Consumers of Health and Healthcare through Improvements in Plan Design, Transparency, Engagement and More”

Janice Rahm is responsible for product development at Interactive Health. Under her direction, Interactive Health has launched several new wellness services, including Smart Testing, expanded health coaching intervention outreach, and enhanced engagement through challenges and healthy activities. These new services enable Interactive Health to customize their wellness programs to meet the unique wellness goals of each client.

Over a twenty year career, Ms. Rahm is a proven innovator in product development for healthcare services companies. Prior to joining Interactive Health, she was President of SeeChange Health Solutions, a private equity backed company that provides value-based benefit plans, administrative services and supporting technologies to employers, insurers, and third party administrators. At Prodigy Health Group, her creative product designs allowed the company to establish early leadership in the then nascent health and wellness arena. Ms. Rahm has been one of the industry’s innovation leaders having served as a co-founder and Senior Vice President, Operations & Systems Development at Definity Health, which was a pioneer in consumer directed health plans and successfully sold to United Healthcare in 2004. Previously she was also a founding partner of a consultancy specializing in Consumer-Directed health care, and more broadly, the emerging role of consumers in health care.

Ms. Rahm also serves as Managing Director, Service Innovation of InTandem Capital, a partner of Interactive Health. She holds a BA degree in Marketing/Communication from Augsburg College, Minnesota, and is a member of the International Association of Business Leaders.

Torben Nielsen

Torben Nielsen

General Manager, HealthSparq

Panelist: Opening General Session – Day Three, “Healthcare Reform: Creating Better Consumers of Health and Healthcare through Improvements in Plan Design, Transparency, Engagement and More”

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.

Bonnie Sawdey

Bonnie Sawdey

Vice President, Human Resources, Crawford & Company

Panelist: Opening General Session – Day Three, “Healthcare Reform: Creating Better Consumers of Health and Healthcare through Improvements in Plan Design, Transparency, Engagement and More”

Bonnie has been with Crawford & Company since 1989. She has more than 20 years experience in benefits strategic planning, design and management. Crawford & Company is based in Atlanta, Ga., and is the world’s largest independent provider of claims management solutions to the risk management and insurance industry as well as self-insured entities. In her role as Vice President – Human Resources, Bonnie has responsibility for managing all employee benefits programs, the Human Resources Information System (HRIS) function and serves as the senior human resources executive for Crawford’s Broadspire division. She also serves on the Board of Crawford Cares, Inc., a non-profit organization that provides financial assistance to Crawford employees and is Chairman of the company’s plan administration committee. Bonnie is active with various professional organizations including SHRM and WEB. Under her leadership , the company transitioned their medical plans from self-insured PPO and EPO plans to total replacement consumer-directed, high-deductible health plans (with HSA or HRA) effective January 1, 2014.

Keith Cox

Keith Cox, CPA

Accounting Manager/Research Analyst, State Employees’ Insurance Board, State of Alabama

Panelist: Opening General Session – Day Three, “Healthcare Reform: Creating Better Consumers of Health and Healthcare through Improvements in Plan Design, Transparency, Engagement and More”

Keith is an accounting manager with the Alabama State Employees’ Insurance Board (SEIB). A Certified Public Accountant, his job duties have evolved to include more data analysis and analytic research than accounting functions. At the same time, Keith is still very involved in preparing and reviewing the SEIB financial statements in advance of the external audit.

Keith received his BSBA in Accounting and a Masters in Accountancy – Information Systems from Auburn University. After college, he worked for four years at Jackson Thornton & Co., a southeastern CPA firm, performing audits and processing tax returns. After a short time as the controller of a small subcontractor, Keith was hired by the SEIB as the accountant overseeing the State Employees’ Health Insurance Plan. With his education in accounting information systems, Keith is now the primary go-to person to perform claims analysis and analytic review for the SEIB.

In addition to his CPA license, Keith is also a Certified Public Manager as well as a Chartered Global Management Accountant. He is a member of the American Institute of Certified Public Accountants. Keith has been a guest presenter at the State and Local Government Benefits Association Annual Meeting as well as the Truven Health Analytics Healthcare Advantage Annual Conference.

Closing General Session – Day Three

Jon Comola

Jon Comola

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

Moderator: Closing General Session – Day Three, Employer Panel: “Healthcare Consumerism: The Solution for Health Reform – What Leading Employers are Doing Now!”

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.

Jamie Benton

Jamie Benton

Director of Total Rewards, RaceTrac Petroleum

Panelist: Closing General Session – Day Three, Employer Panel: “Healthcare Consumerism: The Solution for Health Reform – What Leading Employers are Doing Now!”

Workshop 205: Connect Session: Employer Panel Discussion: Moving to Consumerism – Selling the C-Suite

Jamie Benton, is the Director of Total Rewards with RaceTrac Petroleum, spent his childhood in Atlanta, GA. He received his Bachelors in Business Education from the University of Georgia in 2001 and his Masters in Health Promotions from the University of Alabama in 2002. He joined RaceTrac as a Benefits Manager in 2009. Prior to joining RaceTrac, Jamie was an employee at EMS Technologies for 5 years.

Mr. Benton strives to make HR a strategic business partner and he enjoys the opportunity he has to impact the thousands of people that RaceTrac employs across the southeast. Through Mr. Benton’s leadership, RaceTrac has had zero percent trend in per employee heathcare cost over the past 3 years by aggressive plan design and wellness activities.

Jamie is a member of The Society for Human Resource Management, World at Work and a founding member of Employers Like Me. He enjoys spending time with his wife Kelly and their three children Walker, Dixon and Rosemary.

Helen Nelling

Helen Nelling

Director, Compensation and Benefits, Wayne Farms LLC

Panelist: Closing General Session – Day Three, Employer Panel: “Healthcare Consumerism: The Solution for Health Reform – What Leading Employers are Doing Now!”

Helen Nelling has been the Director of Compensation and Benefits for Wayne Farms LLC, a privately-held integrated poultry processor headquartered in Oakwood, Georgia, for 5+ years. She has more than 20 years experience in compensation and benefits strategic planning, design and management. Helen has previously held the top compensation and benefits position in manufacturing, pharmacy management and retail sectors, including Express Scripts, Solutia, Inc., Kellwood Company and Hussmann Corporation. Helen is active various professional organizations including SHRM, WorldatWork, WEB, and the St. Louis Business Health Coalition, serving on local boards, as well as holding the position of Vice President-Affiliates for the National Human Resources Association. She has also served as a Strategic Business Plan Facilitator, Community Connections, US State Department and a speaker for World Affairs Council-U.S. State Dept. Business Exchange, Saratov, Russia. She holds a lifetime SPHR designation. She received her Master of Arts in Human Resources Management from Washington University, a Master of Arts in Russian History from the University of Colorado, and a Bachelor of Arts in History (summa cum laude with honors in history) from the University of Colorado. She is a member of Phi Beta Kappa.

Jennifer McMurray

Jennifer McMurray

Director, Healthcare Products and Services Team Member Benefits & Well-Being, Walgreens

Panelist: Closing General Session – Day Three, Employer Panel: “Healthcare Consumerism: The Solution for Health Reform – What Leading Employers are Doing Now!”

As Director of Health Care Products and Services, Jennifer is responsible for the successful strategic planning, integration and promoting of products and services into the Walgreen employee health care programs. This includes assessing and prioritizing company initiatives and working closely with product delivery areas to deliver products/services to the employee population. Additionally, also has an integral role in the definition, implementation, enhancement, data management and outcome reporting processes. Previously, she worked as Vice President of Clinical Sales developing Walgreens Health Initiatives (WHI) clinical sales strategy for employers and managed care organization that used WHI as their PBM. In addition, she worked as Director of Professional Relations, responsible for educating the consultant community on WHI’s products and services. She also was the Clinical Director responsible for identifying and managing WHI’s client specific clinical needs. Her areas of focus included analyzing prescription medication trends, clinical cost-containment strategies (i.e. Medication Management, Drug Utilization Review, Care Management, Specialty Pharmacy) and Formulary Analysis.

In addition, Jennifer completed the ASHP/AMCP accredited Managed Care Pharmacy Practice Residency with Walgreens Health Initiatives. She received her Pharm.D. from the University of Illinois at Chicago.

Pre-Conference

Amy Bergner

Amy Bergner

Managing Director, GHRS, PricewaterhouseCoopers

Pre-Conference: Helping Employers Understand Defined Contribution and Private Exchanges

Amy Bergner is an attorney and Managing Director in PricewaterhouseCoopers’ Global Human Resource Solutions practice. Amy is a nationally recognized expert on the Affordable Care Act (ACA), helping employers and their vendors, insurers and other stakeholders to understand developments, analyze the impact on their organizations, and develop and execute strategic and operational implementation plans. She is a frequent speaker and author on the ACA and related topics, including private health insurance exchanges. Amy also leads PwC’s national regulatory and compliance services for health and welfare benefits.

Amy has specialized in employee benefits for over twenty-five years. She has a broad range of experience working on benefit strategy and day-to-day operation and compliance issues of health and group benefits and wellness programs, as well as communications, fiduciary issues, governance, and mergers and acquisitions. In addition, she has focused on state law regulation of health-related insurance products.

Before re- joining PwC in 2012, she was a Partner at Mercer, an attorney with the Washington, DC office of Reed Smith, and was previously a Director in PricewaterhouseCoopers’ global human resources practice. She started her legal career in the Internal Revenue Service’s Employee Plans Division national office. Amy has a BA in Government from Smith College and a JD from American University. She is a member of the District of Columbia Bar.

Donald Weber

Donald Weber

Managing Director, PricewaterhouseCoopers’ Human Resource Services Group

Pre-Conference: Helping Employers Understand Defined Contribution and Private Exchanges

Donald P. Weber is a Managing Director in the Atlanta office of PricewaterhouseCoopers’ Human Resource Services Group. Mr. Weber specializes in the employee benefits field dealing with public and private employers, labor/management plans, payers, pharmacy benefit managers and providers. His 30 years in the health care field include experience in establishment of on-site clinics and pharmacies, development of “consumer” oriented health and productivity programs including absence management, compliance assessments, managed care contracting, strategic planning, analysis of pharmacy benefit managers, analysis of employee health care costs, mental health programs, hospital operations and financial management.

Prior to joining PricewaterhouseCoopers, Mr. Weber served in a regional management position with a national health care management firm. He also served as a hospital chief executive officer and a chief financial officer in both general medical and psychiatric hospitals.

Mr. Weber earned a MBA from the University of North Florida and a Bachelor of Science degree in Health Care Administration from Bowling Green State University.

Susan Hayes

Susan Hayes

Principal, Pharmacy Outcomes Specialists

Pre-Conference: Pharmacy Benefit Management (PBM) – Employer Forum on Prescription Drugs

Workshop 307: Share Session: Pharmacy Benefit Management: The Value to Employees and 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.

Candace Davis

Candace Davis

Director, Total Rewards, United Stationers Supply Co.

Pre-Conference: Pharmacy Benefit Management (PBM) – Employer Forum on Prescription Drugs

Workshop 307: Share Session: Pharmacy Benefit Management: The Value to Employees and Consumers Can Be Significant

Candace has been with United Stationers as its Director of Total Rewards since 2012. She is an attorney with over 25 years of experience in compensation and benefits and employment law.

Candace was Vice President of Compensation, Benefits and HRIS for Siemens Healthcare Diagnostics Company in Deerfield, Il. She previously served as Vice President of Compensation, Benefits and HRIS for Dade Behring Inc., a medical diagnostics company in Deerfield, Il as well as serving in its Law Department and as Assistance Corporate Secretary. She worked for ten years with Amoco/BP Amoco as a benefits attorney and HR benefits director. Her experience also includes five years with the law firm of Vedder Price Kaufmann and Kammholz in Chicago specializing in employee benefit law as well as consulting experience in the compensation and benefits and employment law areas.

Candace is a graduate of Northwestern University School of Law and the University of Illinois School of Social Work. She has both a BSW and a MSW and is Certified in Healthcare Privacy Compliance (CHPC) by the Health Care Compliance Association. She and her husband reside in Evanston, Illinois.

Lisa D’Acquisto

Lisa D’Acquisto, CEBS, PHR

Manager, Compensation & Benefits, Rady Children’s Hospital-San Diego

Workshop 307: Share Session: Pharmacy Benefit Management: The Value to Employees and Consumers Can Be Significant

Pre-Conference: Pharmacy Benefit Management (PBM) – Employer Forum on Prescription Drugs

Lisa D’Acquisto strategically manages the employee benefits and wellness for Sunrise Medical, a global leader in high quality wheel chairs. Lisa’s leadership has earned Sunrise Medical both national and regional awards for the company’s robust wellness programs as well as their benefit communications. In three short years, she transitioned the medical plans from a high cost fully insured arrangement to a self-funded plan by adding a consumer driven health plan and educating employees on how to be better consumers of health care. This resulted in a healthier and happier workforce as well as significant savings for the company. She engages her diverse employee base in fun and creative ways, such as wellness poker and weekly wellness text messages.

Lisa serves on the MIC-HR committee, a regional group of HR professionals within the manufacturing industry, as well as provide mentorship to her peers. She has her bachelor’s degree in Criminology from Fresno State and is currently pursuing her master’s degree in Human Resources at Boston University. She has earned her PHR, CEBS as well as IHC’s Certified HealthCare Consumerism Specialist (CHCS). Lisa is a leader in her profession with 12 years of benefits related experience.

Zachary French

Zachary French

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

Workshop 307: Share Session: Pharmacy Benefit Management: The Value to Employees and Consumers Can Be Significant

Pre-Conference: Pharmacy Benefit Management (PBM) – Employer Forum on Prescription Drugs

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.

Richard Armstrong

Richard Armstrong, MD, FACS

Chief Operating Officer, National Board of Directors, DOCS 4 Patient Care

Pre-Conference: “A Dose of Reality” – A Panel of 8 Leading Physicians Report on the State of Healthcare in America

Workshop 306: Connect Session: ACA Compliance & Strategies Update – Open Discussion

Dr. Richard Armstrong is a board certified general surgeon currently practicing in a critical access hospital-based multispecialty group in Newberry, Michigan.

Dr. Armstrong received his undergraduate education from Kent State University in 1973, graduating with a Bachelor of Science in Zoology. Following graduation, Dr. Armstrong was commissioned as a Lieutenant in the US Navy and attended The Ohio State University College of Medicine graduating in 1976 as a Doctor of Medicine.

After graduation he entered a 5 year general surgical residency at the Naval Regional Medical Center in Portsmouth, Virginia. Upon completion of surgical training Dr. Armstrong began active duty as the Ship’s Surgeon on the USS Nimitz which spent nine months of that year in the Mediterranean Sea. After serving on the Nimitz he received orders to the Naval Hospital Great Lakes, Illinois. While at Great Lakes Dr. Armstrong served as the acting Chief of Surgery and as Assistant Professor of Surgery at the Chicago Medical School. He was awarded the Navy Achievement Medal for his service at Great Lakes.

Dr. Armstrong left the Navy for private surgical practice in 1984 in Ironwood, Michigan. During the 18 years of ownership of Superior Surgical PC he practiced General, Thoracic, Vascular, Gynecologic and Laparoscopic surgery as well as endoscopy at Grandview Hospital. He served as President of Superior Surgical PC and 17 years on the Board of Directors of Grandview Hospital.

In 2002 he sold his interest in Superior Surgical PC and accepted his current position as a General Surgeon at Helen Newberry Joy Hospital in Newberry, Michigan. He is also an Assistant Clinical Professor of Surgery in the College of Human Medicine of Michigan State University.

Dr. Armstrong is a Fellow of the American College of Surgeons, a member of the American Society of Breast Surgeons and member of the Executive Board of Directors of Docs4PatientCare. He is also an active ATLS instructor.
Dr. Armstrong and his wife, Connie live in Newberry, Michigan with their daughter Abigail. He has two married sons, Scott of Omaha, Nebraska and Zach of Minneapolis, Minnesota. The Armstrong family spends most of their summer at their lake cabin in Michigan’s Upper Peninsula where they enjoy boating, fishing, hiking and biking.
Dr. Armstrong is an avid amateur photographer and plays guitar.

Lawrence Sanders Jr., MD

Lawrence Sanders Jr., MD

Associate Professor of Medicine, Morehouse School of Medicine

Pre-Conference: “A Dose of Reality” – A Panel of 8 Leading Physicians Report on the State of Healthcare in America

Dr. Lawrence Sanders Jr. practices internal medicine and believes that good health is the result of individuals, groups, organizations, neighborhoods and communities working to create the conditions in every neighborhood and community to foster good health. At Morehouse School of Medicine, he teaches internal medicine, business principles and patient safety/quality improvement to residents and medical students. He works with the Satcher Health Leadership Institute and the NLF Player Care Foundation Neurological Care Program. At Grady Health System, he serves as the physician advisor for clinical documentation improvement.

Dr. Sanders is active in professional associations and believes that advocacy provides input to the political processes that share the future of medicine. Dr. Sanders has served as President of the Atlanta Medical Association and the Georgia State Medical Association. As member of the National Medical Association, he has served as the Speaker of the House of Delegates and as Chair of the Committee on Financial and Administrative Affairs in the House of Delegates. Additionally, he serves a delegate for the Medical Association of Atlanta to the Medical Association of Georgia House of Delegates. Dr. Sanders has served as a member of the steering committee for the Group on Faculty Practice of the American Association of Medical Colleges (AAMC).

Dr. Sanders strives for excellence in teaching, seeks to provide top quality services for his patients and their families and to address critical determinants linked to improved health for all people.

Lee S. Gross, MD

Lee S. Gross, MD

Co-Founder, Epiphany Health, National Executive, Board Docs4PatientCare

Pre-Conference: “A Dose of Reality” – A Panel of 8 Leading Physicians Report on the State of Healthcare in America

Originally from Cleveland, Ohio, Dr. Gross received his undergraduate degree from The Ohio State University. Following 3 years of research for the Cleveland Clinic’s cardiology program, he attended Case Western Reserve University’s School of Medicine. He completed his family medicine training as chief resident at University Hospitals of Cleveland. He has been in private practice in Florida since 2002. Realizing the critical needs of the uninsured in their community, Dr. Gross and his colleagues created an affordable solution outside the boundaries of the traditional third-party payer system. Their pioneering program, Epiphany Health, provides access to affordable healthcare for those who have been missed by the system for decades. Dr. Gross serves on the board of trustees of an HCA hospital, the executive board of his county medical society, as a delegate to the Florida Medical Association, and on the national executive board of Docs4PatientCare.

Jeff Segal

Jeffrey J. Segal, M.D., J.D., FACS

Founder and CEO, Medical Justice Services, Inc. and eMerit

Pre-Conference: “A Dose of Reality” – A Panel of 8 Leading Physicians Report on the State of Healthcare in America

Dr. Segal is a board-certified neurosurgeon who trained at Baylor College of Medicine. Dr. Segal also graduated from Concord Law School with highest honors.

Dr. Segal launched Medical Justice in 2002. Medical Justice is a physician based organization focused on keeping doctors from being sued for frivolous reasons. Medical Justice also helps doctors protect and preserve their reputations – particularly online.

Dr. Segal has established himself as one of the country’s leading authorities on medical malpractice and online reputation.

Josh Umbehr

Josh Umbehr, MD

CEO, AtlasMD Concierge Family Practice

Pre-Conference: “A Dose of Reality” – A Panel of 8 Leading Physicians Report on the State of Healthcare in America

Born and raised in Alma Kansas, I met Lisa, my high school sweetheart while playing football at Manhattan High School and followed her to Kansas State University. While there, I majored in human nutritional sciences with a minor in biology in addition to extensive research on the effects of vitamin A on lung cancer. From there I went on to graduate from The University of Kansas School of Medicine and completed my Family Medicine residency at Wesley Medical Center. After completing my training and becoming a Board Certified Family Physician, I was able to open AtlasMD, a practice I have been dreaming of for nearly a decade. AtlasMD represents my ideal medical practice wherein I am able to shrug off the burdens and restrictions of government and insurance regulation so that I may focus solely on my patients and their needs.

Lisa and I now have 3 gorgeous children, Katelyn, Paige, and Cole and they keep us busy to say the least. Katelyn, our oldest, has Down Syndrome and we’re blessed every day to have her in our lives. We have happily made supporting the Down Syndrome Society of Wichita a key focus of ours and AtlasMD’s.

Todd Berkley

Todd Berkley

President, HSA Consulting Services, LLC

Pre-Conference: The Power of Employee Choice: The Game Changing Combination of Private Exchanges and HSAs

Todd Berkley has more than 20 years of experience in retail banking, investments and health care with leading companies such as OptumHealth, UnitedHealthcare, US Bank, Wells Fargo and Sit Mutual Funds. Berkley has a passion for health care consumerism and is an active member of several key industry councils, including the American Bankers Association’s HSA Council, America’s Health Insurance Plans (AHIP) HSA Leadership Council and the Employers Council on Flexible Compensation’s FSA Working Group. He received his bachelor’s degree from McKendree College, and his master’s degree from Harvard Graduate School of Business.

Workshop Speakers


Jody Amodeo

Jody Amodeo

Vice President, Practice Leadership, Truven Health Analytics

Workshop 101: Learn Session – Drive Behavior Change with Year-Round Engagement

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 101: Learn Session – Drive Behavior Change with Year-Round Engagement

Matthew Collins has been with the 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.

Terry McCorvie

Terry McCorvie

President, WealthCare Marketplace Solutions, Alegeus Technologies

Workshop 102: Learn Session: The Future of Private Insurance Exchanges:  How Deeper Service Offerings and Technology Change the Consumer Experience

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.


Don Doster

Don Doster

President, CEO, gBehavior

Workshop 103: Learn Session: Four Surefire Ways to Jump Start (or Reinvent) Your Wellness Initiatives

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.

Jodie Braner

Jodie Braner

RHU, Vice President, Employee Benefits Consulting, Hays Companies of Georgia, and President Elect for GAHU (Georgia Associations of Health Underwriters)

Workshop 104: Connect Session: Session for Brokers: Defined Contribution – The CDHC Trifecta

Workshop 204: Connect Session: Session for Brokers: Improving the Population Health through Technology

Jodie Braner is a licensed consultant and broker in Hays Companies employee benefit division. Ms. Braner’s principal areas of concentration include working with multiple industry employer groups of 100+ employees. With a focus on client development, management and business development, typical clients are headquartered in the southeast with a national and international footprint. Ms. Braner also has experience in voluntary worksite and ancillary vendor programs. Ms. Braner received her bachelor’s degree from the University of Georgia and recently completed her Registered Health Underwriter (RHU) designation.

Don Cooper

Don Cooper

President, TriFlex Corporation

Workshop 104: Connect Session: Session for Brokers: Defined Contribution – The CDHC Trifecta

Don and his wife Sandie founded TRIFLEX Corporation to help brokers develop a consultative approach to health and welfare benefits delivery. TRIFLEX provides brokers with pragmatic continuing education courses as well as consultative benefits planning and technical support (fee based).

As a nationally recognized authority, Don is sought after as a speaker on post-ACA plan design and strategies. He has also written numerous articles for national industry publications. As a member of the San Diego, California Chapter of AHU he has served as VP of Programs, PAC and Professional Development.

Kim Adler

Kim Adler

Vice President of National Accounts, Allstate Benefits

Workshop 105: Connect Session: Panel Discussion: Supplemental Health in the Changing Health Care Benefits Landscape

Kim Adler has a solid professional background in consulting and marketing management with over two decades of experience focusing on consumerism. A strong focus on putting in strategies with employers to leverage existing investments and help their employees mitigate risk, exposure and empower themselves as better consumers. This has included all facets of business development, strategic market planning, concept and brand development. She excels in all aspects of acquiring, servicing and retaining large employers, as well as establishing partnerships to maximize company profitability. Adler utilizes her experience to successfully improve sales and expand market share. She also works effectively at developing, training and supervising consultant teams. Adler is currently the Vice President of National Accounts for Allstate Benefits in Atlanta, Georgia, responsible for all facets of developing, servicing and retaining client companies with over 5,000 lives for this major insurance company.

Scott Prince

William Scott Prince

Vice President – National Accounts, Allstate Benefits

Workshop 105: Connect Session: Panel Discussion: Supplemental Health in the Changing Health Care Benefits Landscape

Scott is a Vice President of National Accounts with Allstate Benefits. He has held this position for the last five years. Prior to Joining Allstate Benefits, Scott work for Continental American Insurance Company, which was later purchased by AFLAC. During his 15 year tenure at Continental American, Scott served in many roles, to include Vice President of Sales, Vice President of Claims and Customer Service and Director of Marketing. During his time as Vice President of Sales at Continental American, Sales grew from $13 million to $90 Million, annually.

Scott is a graduate of the University of South Carolina with a BA in Business Economics and Finance. Scott is married to Ann Prince and has four teenage children, ranging in age from 13-16.

Scott Prince

Lydia G. Jilek

Vice President, Head of Voluntary Products & Insurance Exchange Strategy, US – ING

Workshop 105: Connect Session: Panel Discussion: Supplemental Health in the Changing Health Care Benefits Landscape

Lydia Jilek, vice president & head of voluntary product and private exchange strategy at ING U.S., has 15 years of experience in the employee benefits industry. In her role at ING U.S., Jilek is focused on driving the voluntary product strategy to deliver the most effective products, marketing, and processes to employers, positioning the voluntary business for accelerated growth given market opportunity. Jilek is a well-regarded industry expert on health care reform and voluntary benefits, regularly authoring articles and contributing insight in the media on issues and trends impacting the voluntary benefits industry, the changing benefits landscape and health care reform. Jilek participates on a LIMRA committee and is an active member of the American Legion Auxiliary. She has a BA from Bates College & both an MBA and a MA in Human Resources & Industrial Relations from the University of Minnesota.

Rick Wolfe

Rick Wolfe

Business Development Executive, Aflac Benefits Solutions

Workshop 105: Connect Session: Panel Discussion: Supplemental Health in the Changing Health Care Benefits Landscape

Rick Wolfe is the Business Development Executive for Aflac Benefits Solutions (ABS) in GA, AL and MS. In this position, he oversees the sales and service activities for our ABS brokers and consultants in his geographic area. His responsibilities include all pre-sale and post-sale activities related to ABS brokers/consultants and their clients.

Prior to joining Aflac in 2014, Rick worked with Mercer Consulting in Atlanta as their Regional Sales Leader focusing on large group (5,000+ employees) clients. His territory included the Mid-Atlantic and Southeast regions. Before joining Mercer, Rick spent nearly 16 years with MetLife in various positions. Over that period, his responsibilities included sales and service for all non-medical benefits at MetLife. His most recent position was to manage all Voluntary Benefits for the Southeast.

“Throughout my career in the insurance industry I have always had the benefit of working for an industry leader, with top talent and a quality brand. These are the same hallmarks that led me to Aflac.” -RW

Reg Goen

Reg Goen

Sr. Account Executive, Unum

Workshop 105: Connect Session: Panel Discussion: Supplemental Health in the Changing Health Care Benefits Landscape

Reg Goen’s expertise with employee-paid benefits started with voluntary disability plans more than 12 years ago. He began his career in 2002 as an Inside Sales Specialist for MAG Mutual in Atlanta, Georgia. As a Senior Account Executive with Unum, he is currently responsible for large case voluntary sales with brokers and consultants in both Georgia and Alabama. Reg works closely with employers and their advisers to design financial protection benefit programs with custom communication campaigns for employee groups over 1,000 lives. Reg is married with 2 children (soon to be 3!) and resides in Roswell, GA.

Katie Dreiling

Katie Dreiling

Regional Broker Market Manager, Southeast Region, Colonial Life

Workshop 105: Connect Session: Panel Discussion: Supplemental Health in the Changing Health Care Benefits Landscape

Katie Dreiling is Regional Broker Market Manager for the Southeast Region for Colonial Life. She is responsible for working with Colonial Life’s sales distribution to partner with the brokerage market in Alabama, Florida, Georgia, and Mississippi.

Katie joined Colonial Life in 2009 serving as an Agency Development Manager in the New York marketplace and then moving to Columbia, South Carolina as a Client Consultant where she was responsible for assisting with the acquisition of large national accounts.

Katie holds a degree in Liberal Arts from the University of South Carolina in Columbia South Carolina.

She has served as a consultant to a Governor and United States Senator and has been a guest lecturer and panel participant on various topics including voluntary benefits, ethics in business, and women in leadership. She is also active in the community as she is the CFO of VAW (Volunteers Around the World) a global nonprofit organization which brings over 250 volunteers around the world to help impoverished communities, while bringing medical attention to over 8,000 people each year.

Sarah Rosenberg, JD

Sarah Rosenberg, JD

Membership & Development Director, Convenient Care Association

Workshop 107: Share Session: Panel Discussion on Retail Health Clinics: Case Studies and Trends in Accessible, Affordable Healthcare Systems Based in Retail Locations and the Value Proposition for Employers

Sarah Rosenberg is the Membership & Development Director for the Convenient Care Association (CCA), the national trade association of over 1,600 private-sector retail clinic industry. She assists the Executive Director with business and programmatic strategy, development, and coordination and implementation.

As Membership & Development Director of CCA, Sarah Rosenberg manages all member activities and plays an integral role in facilitating continuing education programs, pilot and demonstration projects as well as organizing networking and Board events.

Outside her CCA responsibilities, Sarah Rosenberg also serves as the Membership & Development Director for the National Nursing Centers Consortium, a non-profit organization supporting the growth and development of over 250 nurse-managed health centers, serving more than 2.5 million vulnerable people across the country in urban and rural locations. Additionally, she is the Program Director for Generation NP, a verified social network that advances the role of the nurse practitioner through collaboration, education, and national visibility.

Sarah Rosenberg serves on the Board of Directors of the Pennsylvania Health Law Project and the Education Plus Academy Cyber Charter School and has co-authored multiple articles relating to her work in the for-profit sector and retail clinic industry.

She is a graduate from Millersville University with a BA in Social Work and a graduate of California Western School of Law in San Diego, CA.

Sarah Rosenberg spent several years in the social work and legal fields prior to her current roles. Some of her previous experience includes working with at-risk juveniles, adults in the criminal justice system with addiction issues, criminal defense and family law practice.

Cynthia Graff

Cynthia Graff

President & CEO, Lindora

Workshop 107: Share Session: Panel Discussion on Retail Health Clinics: Case Studies and Trends in Accessible, Affordable Healthcare Systems Based in Retail Locations and the Value Proposition for Employers

Cynthia Stamper Graff is President & CEO of Lindora, one of the largest and oldest multi-site medical weight control systems in the United States. For 25 years she has led the development of Lindora’s clinical program as well as the online and by-phone options. In 2006 she partnered with Rite Aid to open the first in-store clinics to feature weight management services. In 2012 Graff received the Excellence in Entrepreneurship Award from Orange County Business Journal. She is also the recipient of the National Association of Women Business Owners (NAWBO) Remarkable Women Lifetime Achievement Award. Graff is the author of the Lean for Life series of books that have sold nearly one million copies since first published in 1997. Her latest book, The New Lean for Life, was published by Harlequin Enterprises in January 2014.

Eileen Myers

Eileen Myers

Vice President, Affiliations and Patient Centered Strategies, The Little Clinic

Workshop 107: Share Session: Panel Discussion on Retail Health Clinics: Case Studies and Trends in Accessible, Affordable Healthcare Systems Based in Retail Locations and the Value Proposition for Employers

Eileen is currently the Vice President, Affiliations and Patient Centered Strategies for The Little Clinic, a retail healthcare company operating over 100 clinics inside Kroger grocery stores. Eileen is responsible for creating and developing clinical partnerships across the healthcare industry and is responsible for successful execution of new services in the clinics. Eileen also provides strategic direction, education and leadership in prevention and wellness services of the clinic working in close proximity with Kroger health and wellness initiatives.

Eileen received her Bachelors of Science in Nutrition from the Pennsylvania State University and her Masters in Public Health from the University of North Carolina.

Eileen is a board member of the Convenient Care Association and is a co-author of the chapter, Collaboration and Partnership in the Convenient Care Setting in the 2013 book: Convenient Care Clinics: The Essential Guide for Clinicians, Managers, and Educators, a Springer Publication.

Holly McDonald

Holly McDonald, MS, FNP

State Practice Manager Georgia, CVS Minute Clinic

Workshop 107: Share Session: Panel Discussion on Retail Health Clinics: Case Studies and Trends in Accessible, Affordable Healthcare Systems Based in Retail Locations and the Value Proposition for Employers

 

Duane Putnam

Duane Putnam

Director, Consultant/Broker Relationships, Walgreens

Workshop 107: Share Session: Panel Discussion on Retail Health Clinics: Case Studies and Trends in Accessible, Affordable Healthcare Systems Based in Retail Locations and the Value Proposition for Employers

Duane Putnam is a member of Walgreens Employer Segment as Director, Consultant/Broker Relationships. He works with national employer benefits consultants and regional brokers to inform them of the broad array of products and services Walgreens offers which may assist employers achieve their triple aim goals.

Duane came to Walgreens from Edington Associates where he was Vice President of Business Development where he directed customer relationships, grew the firm’s pipeline of products and services, and supported clients in becoming champion organizations built on cultures of health. Prior to joining Edington Associates, Duane progressed through the sales rank becoming a Regional Manager at Pfizer before joining Pfizer’s Employer Team, where for 13 years he did advocacy and influence work collaborating with jumbo employers, national consultants, top regional brokers and national and regional business coalitions, associations and organizations to advance health and productivity among employees. Additionally, Duane was co-chair of the Center for Employer Engagement within the national Patient Centered Primary Care Collaborative in Washington D.C and leader of the Change Agent Work Group, a gathering of top industry influences who focused on driving the concept of health for the employer market. Based on his performance, Duane was inducted into Pfizer’s Hall of Fame in 2006.

Duane received his BBA from Ohio University, Athens OH. Duane lives with his wife in Washington DC.

Bart Sheeler

Bart Sheeler

CEO,  GoFirst: Solutions

Workshop 108: Share Session: Panel Discussion on TeleHealth: Improving Access through On-Site Solutions, Telemedicine and Technology

Mr. Sheeler is a career entrepreneur with 32 years experience building companies from the ground up. His experience includes service industry startups, product and market development and various executive and leadership roles, including 15 years in the health and wellness industry.

In 1998, Mr. Sheeler co-founded ActivHealth International, Inc. and served as CEO from 2002 until 2010 when he negotiated the sale of ActivHealth’s products and services to Nurtur Health, Inc. He recently launched GoFirst: Solutions, a program design and product focused company representing innovative solutions that deliver proven ROI.

Mr. Sheeler is active in industry conferences, presenting, speaking and organizing panel discussions. He has authored numerous articles and trade publications, including the Corporate Wellness Specialist certification handbook “Engaging Wellness” released in 2012.

While at ActivHealth, Mr. Sheeler played an instrumental role in establishing an exclusive business partnership with the Duke Center for Living (Duke Medicine), working with the Duke faculty and staff in development of The PHD Network (Personal Health Development Network), a state-of-the-art online health management and personalized education based health and wellness platform.

Tom Wallace, Jr.

Tom Wallace, Jr.

CEO, Dr. Connection Benefits

Workshop 108: Share Session: Panel Discussion on TeleHealth: Improving Access through On-Site Solutions, Telemedicine and Technology

Tom Wallace, Jr. has been in the healthcare & employee benefit industry for 24 years. He is Nationally award-winning business owner & sales manager and professional with extensive experience in developing and growing employee benefit companies through health care and employee benefit technology, products and services for companies that range in size from 100 to 1.3 million employees.

Tom is proficient in recruiting, building and leading teams to reach their highest sales potential through proven monitoring and measuring techniques. He was promoted by Colonial Supplemental Insurance Company as the youngest Managing General Agent over sales and sales management for North and West Florida. While in that position he increased sales premium from $6.5 to $17.5 million over a five-year period with an annual growth rate of 20%. Tom was honored by Colonial at a “Leaders Conference” for seven consecutive years in a row and “Presidents Club” five years for meeting and exceeding all sales and recruiting goals. After achieving “President’s Club” five times, Tom was inducted into the Colonial Supplemental Insurance Company’s “Hall of Fame”.

Tom was also Co-Owner and Co-Founder of BenCom, LLC. At BenCom, Tom helped to develop multiple technology, concepts and services associated with electronic employee benefit communication, administration and enrollments as well as copyrighted the nationally recognized benCOMMUNICATOR that has been utilized by many Fortune 1000 and publicly traded companies nationwide. BenCom was recognized as a finalist in the Memphis Business Journal’s “Small Office of the Year Award” and the “Medium Office of the Year Award” out of 650 nominations for two separate years. Under Tom’s National Sales leadership BenCom’s annual sales exceeded $250 million.

Tom lives with his beautiful and supportive wife Tammy and two beautiful kids, Tanner & Thomas in Ponte Vedra Beach, Florida and he is an avid outdoorsman and SEC football fan, “Go Rebels”!

Adrian Davis

Adrian Davis

CEO, MyidealDOCTOR

Workshop 108: Share Session: Panel Discussion on TeleHealth: Improving Access through On-Site Solutions, Telemedicine and Technology

Adrian is a graduate of the University of Georgia where he received his degree in Microbiology. Adrian started his medical sales career with Baxter Healthcare in the IV Therapy Division. He moved on to Philips Healthcare marketing capital equipment in the Southeast. Adrian then became a founding member and Partner in United Medical Enterprises, which became a $10 Million a year company specializing in diagnostic equipment.

In 2010, Adrian was Co-Founder and CEO of MyidealCARE™, the sister company of MYidealDOCTOR™ specializing in medical supplies. With over 11 years of experience in the healthcare industry, Adrian has the knowledge to lead MYidealDOCTOR™ in its mission to become the leading telemedicine provider in the United States.

Away from work, Adrian enjoys spending his time with his wife Ellie and their two children.

Peter C. Dandalides

Peter C. Dandalides, MD

President and CEO, WORKsiteRx

Workshop 108: Share Session: Panel Discussion on TeleHealth: Improving Access through On-Site Solutions, Telemedicine and Technology

Peter C. Dandalides, MD, President & CEO – A health industry innovator, Dr. Dandalides combines more than 20 years of international senior management business experience with an extensive clinical and teaching background. He brings first-hand knowledge from all health care stakeholders: provider, payer, consumer, educator, and vendor, to help solve the world’s most challenging health related conundrums. Recently, while serving as OptumHealth’s Managing Director, Employer Strategy and Results and previously as RVP, National Medical Director for WellPoint, he gained extensive knowledge about health transformation and reform. He is now using this information to focus on supporting delivery systems’ abilities to achieve cost-effective health and business outcomes. At WORKsiteRx, Dr. Dandalides works with employer clients to develop 3-5 year plans that improve the value (cost, engagement, clinical outcomes, employee satisfaction) of their health care and workers’ compensation benefits. Concurrently, he works with health systems to ensure that their care management offerings and processes address the needs of local employers and their employees/dependents.

Dr. Jeffrey S. Durmer

Dr. Jeffrey S. Durmer

Co-founder & Chief Medical Officer, Fusion Health

Workshop 201: Learn Session: Thief in the Night: How to Stop Sleep Apnea from Robbing Your Company While You Sleep

Dr. Jeffrey Durmer is a co-founder of FusionHealth and serves as Chief Medical Officer. He is responsible for the Client Services division, outcome metrics and the medical design of technology products at FusionHealth. Dr. Durmer directs the FusionHealth clinical research program, and oversees patient outcomes for all FusionHealth sleep health management programs.

Jeff is one of the nation’s leading experts in sleep medicine focused on the effect of sleep disorders on personal wellness and corporate wellbeing. He is board certified in Sleep Medicine by both the American Board of Sleep Medicine (D.ABSM) and the American Board of Psychiatry and Neurology (D.ABP&N, Sleep Medicine), as well as in Neurology by the American Board of Psychiatry and Neurology (D.ABP&N). He holds a PhD degree in systems neuroscience from the University of Pennsylvania.

He serves the Federal Aviation Administration as an appointed expert for sleep medicine, fatigue and policies related to these areas. He served six years as a member of the Medical Advisory Board for the Restless Legs Foundation and participates on the International Restless Leg Syndrome Study Group to develop standards for diagnosis and treatment for children and adults. In the past, he served on the Medical Advisory Board of the Healthy Trucking Association of America and currently is an adjunct Professor at Georgia State University, Department of Allied Health Sciences. Dr. Durmer directed the Emory University Sleep Laboratory and Egleston Children’s Hospital Sleep Medicine program prior to his current role as the Chief Medical Officer of FusionHealth.

John Pryor

John Pryor

VP Human Resource & Safety, Southeastern Freight Lines

Workshop 201: Learn Session: Thief in the Night: How to Stop Sleep Apnea from Robbing Your Company While You Sleep

John Pryor is currently serving as the Vice President of Human Resources and Safety for Southeastern Freight Lines, Inc. in Columbia, South Carolina. John has approximately 30 years experience in the transportation industry in both TL and LTL. His past experience includes FedEx, Werner Enterprises, and Cardinal Logistics, Inc.

John received his undergraduate degree, Masters of Public Administration and Juris Doctor degree from the University of Memphis. He currently serves on the Board of Directors for the North American Transportation Employee Relations Association as well as the Riegel & Emory HR Advisory Board at the University of South Carolina.

Heather Andrews

Heather Andrews

Vice President of Enterprise Partner Development, Evolution1, Inc.

Workshop 202: Learn Session: Wellness that Works

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.

Jon Watson

Jon Watson

Senior Vice President, Operations and Consulting, SeeChange Health Solutions

Workshop 202: Learn Session: Wellness that Works

Jon has been a part of the SeeChange team since its inception delivering effective and innovative solutions for clients. He has led SeeChange Health Solutions’ IT department and implemented and managed the Operations group when SeeChange Health Insurance went live. Jon is an entrepreneur in a variety of industries, including healthcare and information technology. He was involved with the design and development of one of the world’s top resorts in St. Lucia.

John Vellines

John B. Vellines

Founder and President of Health Savings Administrators

Workshop 203: Learn Session: Investing with HSA Funds

Mr. Vellines is founder and President of Health Savings Administrators, the largest provider of mutual funds for health savings accounts in the US. Founded in 1997 to administer medical savings accounts, the company switched to health savings accounts in 2004, and began offering The Vanguard Group of mutual funds. They are a full service administrator and record keeper for health savings accounts. Mr. Vellines has a BA from the University of Richmond, and is also the President and CEO of Trident National Corporation, a large national provider of drug testing and background checks for corporate America.

Ramzy Elgomayel

Ramzy ElGomayel

Senior Vice President, Southeast Region Network and Medical Economics, Aetna

Workshop 204: Connect Session: Session for Brokers: Improving the Population Health through Technology

Aetna’s network in the Southeast consists of over 120,000 physicians and 1300 hospitals across twelve states and the District of Columbia. As the head of the Southeast Network, Ramzy is responsible for leading the departments which all the states rely on for financial analysis, contract management and reporting. He also assists the local network teams in cost improvement strategies.

Ramzy led Aetna’s Georgia Network for six years. Prior to leading the Georgia team, Ramzy had increasing management responsibilities in Medical Economics and Finance for the Southeast Region. Ramzy is a six sigma black belt. Prior to transitioning into healthcare, he worked in quality management roles for a Malcolm Baldrige award winner and had personally interviewed Dr. W. Edwards Deming in his home.

Chris Duke

Chris Duke, PhD

Senior Analyst, Altarum Institute

Workshop 205: Connect Session: Somewhere Between Action and Apathy: Introducing the ACE Measure of Consumer Health Engagement

Dr Chris Duke is a Senior Analyst with Altarum’s Survey and Patient Engagement research group, with a specialty in understanding patient engagement and satisfaction. In collaboration with Wendy Lynch, Brad Smith, and Safeway Health, Dr. Duke helped develop the Altarum Consumer Engagement (ACE) Measure. The ACE Measure assesses how engaged patients are with their own health care, and successfully predicts many health care related outcomes, including current health status, health-related lifestyle behaviors, medication adherence, use of preventative care, and willingness to pay for care.

Dr Duke is a researcher for several health care survey research programs, including for the CDC, DoD, VA, and private clients. Managing Altarum’s Center for Web Survey Research, Dr. Duke helps oversee the fielding of more than 1 million health care survey research invitations each year.

Sheila Viswanathan

Sheila Viswanathan, EdD, RD

Manager, Health Education and Research, Safeway Inc.

Workshop 205: Connect Session: Somewhere Between Action and Apathy: Introducing the ACE Measure of Consumer Health Engagement

As part of Safeway’s Health Initiatives team, Sheila’s role is to implement innovative health and wellness programs for Safeway’s employees and provide consultative services to internal stakeholders seeking to develop initiatives related to health and wellness. Her primary responsibilities revolve around integrating current best practices in health promotion into benefits design and translating research into practice. Sheila has been working in the area of public health for nearly 10 years, holds a doctoral degree in Nutrition and Public Health and is credentialed as a registered dietitian.

R. John Kaegi

R. John Kaegi

Chief Corporate Strategist, Healthstat, Inc.

Workshop 206: Connect Session: Ingenuity to the Rescue. Employers Seize Control.

R. John Kaegi is applying 40 years of corporate business experience to a new focus on teaching, a life-long interest. Kaegi continues influencing the healthcare industry as chief strategist for Healthstat, a NC-based employer health management company, leveraging experience as Blue Cross and Blue Shield of Florida’s (BCBSF) chief marketing and strategy officer and his role on the prestigious Harvard-Kennedy School Health Care Delivery Policy Group, which endeavored to reform health care delivery and financing between 2005-2010.

Kaegi’s background includes four decades of marketing, communications and strategic planning experience. Prior to joining BCBSF, Kaegi held leadership positions in marketing and strategic planning at Vytra Health Plans in New York, LaQuinta Inns in Texas and Kindercare Learning Centers in Alabama. In 1994, he was named in Advertising Age magazine’s “Marketing 100,” recognizing his success in rebuilding the market value of LaQuinta Inns.

Throughout his career, Kaegi has served on the board of directors and as an advisor to philanthropic organizations including the Long Island Museum of Science and Technology, Dowling College (N.Y.), Suffolk County Council on Fitness and Health, Texas CASA, Big Brothers and Big Sisters of America and various Boy Scout troops. He also has been an advocate of United Way and the YMCA. Most recently, Kaegi served on the board of directors for the North Florida Chapter of the Juvenile Diabetes Research Foundation.

Kaegi holds a Bachelor of Science in Journalism from the University of Oregon and a Master of Business Administration from the University of Memphis.

Margaret Rehayem

Margaret Rehayem

Senior Director of Strategic Initiatives and Communications, Midwest Business Group on Health

Workshop 207: Share Session: Employer Panel on Healthcare Consumerism: Wellness, Incentives, and Engagement

Margaret Rehayem, MA is the Senior Director of Strategic Initiatives and Communications for Midwest Business Group on Health (MBGH), one of the nation’s leading non-profit business coalitions. Founded in 1980, MBGH is composed of over 110 public and private organizations which includes a number of large, self-funded employers. MBGH’s primary mission is to promote leadership, collaboration and knowledge among employers to continuously improve the quality and cost-effectiveness of health benefits, health care and the health status of their communities.

Margaret oversees many of the coalition’s research initiatives that focus on enhancing an employer’s effectiveness in health and benefits management by developing innovative value-based benefit design strategies and successful wellness/health management initiatives. She is also part of the senior team who lead MBGH’s community initiatives focused on prevention, wellbeing and the improvement of health care quality and safety.

Margaret is a national speaker on health benefits management, incentives, employee engagement, consumerism, health care reform, and the impact of health and wellbeing on organizational systems. She was recently appointed to the University of Wisconsin Health and Wellness Management Program Advisory Board. She has been an adjunct faculty member at Lewis University for the past several years where she has developed and taught classes on corporate health management, wellness and lifestyle management. She completed her MA in Organizational Systems and Leadership in 2006 through the Leadership Institute of Seattle (LIOS) offered through Bastyr University in Seattle, Washington and has facilitated a number of employer strategy sessions on organizational health.

Previously to her role at MBGH, Margaret was with College of DuPage one of the largest community colleges in the Midwest servicing 29,000+ students a year. During her 13 years at the College, she created and managed a successful, comprehensive employee wellness program for over 2,500 employees that twice won the WELCOA Gold Award.

Nate Solomon

Nate Solomon

Director of Benefits, Wolters Kluwer

Workshop 207: Share Session: Employer Panel on Healthcare Consumerism: Wellness, Incentives, and Engagement

Mr. Solomon joined Wolters Kluwer in 2006 and has responsibility for all benefits plans for their 8,000 employees in the United States. He focuses on setting the strategy for the health, welfare, wellness and retirement programs, in addition to overseeing the administration and communication of these plans. He also works on international benefit plans for their global workforce.

Prior to joining Wolters Kluwer, Nate was the Director of Benefits at The University of Chicago. He currently serves as the Chairman of the Board of Directors for the Midwest Business Group on Health.

Nate has a Bachelor of Science degree from the University of Illinois. He also has a Master of Engineering Management degree from Northwestern University.

Heather Denkert

Heather Denkert

Employee Wellness Program Manager, Edward-Elmhurst Healthcare

Workshop 207: Share Session: Employer Panel on Healthcare Consumerism: Wellness, Incentives, and Engagement

Heather Denkert is the Employee Wellness Program Manager at Edward-Elmhurst Healthcare in Naperville, Illinois. Heather received her Bachelor’s degree in Journalism from the University of Nebraska, Lincoln. Heather currently oversees employee wellness program development and delivery for over 7,000 health system employees and was previously responsible for community health promotion and prenatal education at the hospital. Prior to Edward, Heather worked at the American Cancer Society and American Heart Association in various program development, fundraising and leadership roles over a 10-year period.

Marian Chase

Marian Chase

Senior Manager, Global Benefits, Newell Rubbermaid

Workshop 207: Share Session: Employer Panel on Healthcare Consumerism: Wellness, Incentives, and Engagement

Workshop 408: Share Session: Employer Panel Discussion: Building Better Consumers of Health Care and Health

Marian Chase manages employee benefits and wellness for Newell Rubbermaid, a global leader in consumer and commercial products that touch millions of people every day where they live, learn, work and play. Newell Rubbermaid’s portfolio includes brands such as Rubbermaid, Graco, Sharpie, Paper Mate, Calphalon, Goody, Parker, Waterman, Irwin, Dymo and Levolor. Newell Rubbermaid, headquartered is in Atlanta, GA, has sales in over 100 countries and has approximately 19,000 employees.

Marian has 16 years of benefits related experience, working as an actuarial consultant for her first 10 years, before taking on a role in the total rewards team at The Coca-Cola Company. She most recently took the role of Senior Manager of Global Benefits for Newell Rubbermaid in 2012. Marian’s primary focus is managing benefit programs in the U.S., Puerto Rico, and Canada – including creating and executing a wellness strategy that aligns with business objectives, engages employees, and supports the Newell Rubbermaid total rewards strategy. Marian is a CCP and is currently pursuing her CBP designation. She holds a Bachelor’s of Science degree in Applied Math from Georgia Tech, and a Master’s of Science degree in Finance from Georgia State.

Jill Marie Chapman

Jill Marie Chapman

Senior Director, Benefits, Office Depot, Inc.

Workshop 207: Share Session: Employer Panel on Healthcare Consumerism: Wellness, Incentives, and Engagement

Jill Marie Chapman joined OfficeMax in April 2010. Jill has responsibility for benefits strategy, design and communications for the company’s retirement and health and welfare benefits. In 2011, 2012 and 2013, OfficeMax was awarded the Bronze Quill Award of Merit and the Silver Quill Award of Excellence from the International Association of Business Communicators for its healthcare communications. This year, they won the Great Beginnings Awards from Dee Edington’s organization for their wellness incentives.

Jill previously was Managing Director, Benefits Strategy at United Airlines. In her twenty plus years of experience of serving large companies in global benefits and compensation roles, Jill has worked across a wide breadth of industries— transportation, medical devise and pharmaceuticals, retail, and telecommunications.

Prior to her corporate experience, Jill practiced benefits and tax law in Michigan and Illinois. Jill is a Trustee for Lutheran Child and Family Services of Illinois, a $30 million nonprofit social services organization. She has a Certified Employee Benefits Specialist (CEBS) designation from International Foundation of Employee Benefits and Wharton Business School. She holds a J.D. from Wayne State University Law School and a B.A. in English from Calvin College.

Craig Foster

Craig Foster

President – Atlanta Chapter, Worldwide Employer Benefits (WEB Atlanta) and National Channels Director, Castlight Health

Workshop 208: Share Session: Panel Discussion on Health Care Transparency: The Facts are Obligatory!

For over 20 years, Craig has provided B2B Technology and Productivity solutions improving Employee Engagement, Healthcare Consumerism, Wellness & Benefit Promotion. Working with both Fortune 100 to Mid – Market employers, a foundation of Mr. Foster’s background is in helping businesses engage employees to become passionate towards their individual contributions.

From leading a National Benefit Communications company to supporting Worldwide Employee Benefits (WEB) Atlanta as the current President, Mr. Foster has deep domain expertise in Healthcare, Benefits, HCM Operations and the challenges facing today’s plan sponsor. Craig provides the unique ability to establish a “next generation” vision for workforce health. Craig earned a BBA in Marketing and Management from Texas Tech University. He is involved with numerous civic and social organizations such as the Atlanta Chamber of Commerce, National Retail Federation, Food Marketing Institute, Worldwide Employee Benefits Network, the Boy Scouts of America and Kingdom Racing. Craig is married and has three children in Atlanta, GA.

Rob Graybill

Rob Graybill

Chief Executive Officer, Compass Healthcare Advisers

Workshop 208: Share Session: Panel Discussion on Health Care Transparency: The Facts are Obligatory!

Mr. Graybill is an experienced executive with 15 years in the health insurance and financial services industries. He combines deep insurance knowledge with entrepreneurial experience to lead Compass Healthcare Advisers in delivering industry-leading innovation in the healthcare transparency market. He has led Compass to the fore-front of transparency that delivers measurable, meaningful cost-savings for clients through intuitive consumer-facing tools and program designs.

Mr. Graybill served in a number of leadership roles within BCBS plans and possesses an extensive knowledge of sales, marketing, product development and operations. Mr. Graybill also held various business and technical consulting positions with Andersen Consulting within the healthcare practice and Fleet Boston Financial within the leasing division.

Mr. Graybill holds a BS in Business Management from Bryant University and an MBA from Babson College. He previously served on the Board of Junior Achievement of NH, Bryant College Board of Trustees and the Amherst and SAU 39 School Boards. He also served as adjunct professor in the graduate program at Southern New Hampshire University.

Denise Ivester

Denise Ivester, CEBS

Group Health & Wellness Manager for Fieldale Farms Corporation

Workshop 208: Share Session: Panel Discussion on Health Care Transparency: The Facts are Obligatory!

Fieldale Farms is a private label company and is a major supplier to grocery and foodservice industries. Fieldale Farms processes about 3 million birds per week. We export product to more than 50 countries worldwide and employ 4600 employees in Northeast Georgia. Fieldale contracts with 600 independent growers in Georgia and South Carolina. In the past few years, Fieldale Farms began processing our own antibiotic free poultry product, labeled Springer Mountain Farms.

Mrs. Ivester has been with Fieldale Farms Corporation for 25 years in her current job capacity. She has obtained the Certified Employee Benefits Specialist (CEBS) designation.

She currently manages the health and wellness benefits and is the client liaison for two worksite clinics and one pharmacy.

Clayton Nicholas

Clayton Nicholas

VP, Strategy and Marketing, Change Healthcare Corporation

Workshop 208: Share Session: Panel Discussion on Health Care Transparency: The Facts are Obligatory!

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.

Amy Fahrenkopf

Amy Fahrenkopf, MD, MPH

Vice President of Clinical Strategy and Design, Castlight Health

Workshop 208: Share Session: Panel Discussion on Health Care Transparency: The Facts are Obligatory!

Amy Fahrenkopf, MD, MPH, is Vice President of Clinical Strategy and Design at Castlight Health. She oversees a team of clinicians managing three key areas: the product’s quality measures, the product’s clinical content, and all provider-oriented efforts. Prior to joining Castlight, Dr. Fahrenkopf was an Associate Principal at McKinsey & Company. A member of the Health Services and Systems practice, she served both payors and providers on post-reform strategy, narrow network design, and provider pricing strategy.

A pediatrician by training, Dr. Fahrenkopf was previously on faculty at Harvard Medical School and was an attending physician at Children’s Hospital Boston. She received both her B.A. and M.D. from Yale University and her M.P.H. From the Harvard School of Public Health.

Darren White

Dr. Darren White, DC

CEO, ADURO, Inc.

Workshop 301: Learn Session: Outcomes-based Strategies with Incentives Result in Employer Gain

Dr. Darren White graduated from Life University, College of Chiropractic, in September 2001. After successfully passing national and state board testing he mentored under Dr. Michael Lenarz. During his mentor-ship he learned the Blair Chiropractic technique and continues to make this the foundation of his practice. Currently Dr. White owns and operates several offices in the in Puget Sound area of Washington. Staying very active in advancing the principles of Upper Cervical Care Dr. White serves on the Boards of The ICA’s Upper Cervical Council and The Blair Chiropractic society. Dr. White is also a member of the Washington Sate Chiropractic Association. Dedicated to giving back to students of Chiropractic, Dr. White also teaches the Blair Chiropractic classes or the upper Cervical Systems course at Life Chiropractic College West.

Beth Griffin

Beth Griffin

Global Business Leader – Healthcare and Insurance Global Products and Solutions, MasterCard Worldwide

Workshop 302: Learn Session: Prepaid: The New Consumer Access Point for Healthcare

As Business Leader for Healthcare and Insurance, Beth drives MasterCard’s strategy to address the healthcare and insurance payment and data needs of the market and is responsible for thought leadership, product innovation and development. She collaborates with a team of leaders to support emerging market opportunities with a strong focus on the US Market with its many opportunities. The Institute of Healthcare Consumerism recognized Beth as a 2013 Healthcare Consumerism Superstar for Innovation for her focus on moving from healthcare to health, especially leveraging innovative wellness incentive solutions. Beth joined MasterCard in August of 2011.

Beth has over 25 years of experience in the financial services and healthcare payments space. Prior to joining MasterCard, Beth was the Business Leader for Card Strategy at OptumHealth Financial Services, where she spent several years in strategic development and management of several new payment and card solutions. Previous to OptumHealth, she spent almost 13 years at Metavante (now Fidelity Information Services) in a variety of product management and emerging business development roles , culminating in the development and launch of holding company’s commercial Health Savings Account solution. She spent the prior 12 years with Firstar (now US bank), holding a variety of management and emerging development roles.

Beth holds a B.A. in Communications from St. Norbert College. She currently is on the Board and/or actively engaged in numerous industry organizations to include the American Bankers Association (ABA) Health Savings Account (HSA) Council Board, Special Interest Group for IIAS Standards (SIGIS) Board, Employers Council on Flexible Compensation (ECFC) Board, America’s Health Insurance Plans (AHIP) and National Business Group on Health (NBGH).

Jarett Lettner

Jarett Lettner

Vice President, Product Development and Management, OptumHealth

Workshop 302: Learn Session: Prepaid: The New Consumer Access Point for Healthcare

Jarett Lettner serves as vice president of product development and management for Optum Financial Services. He is responsible for account-based notional and card products, as well as broader product strategy and innovation across Optum Financial, a leading provider in financial services for every point in the health care system.

In his role, Lettner focuses on developing consumer-driven health products using human-centered design and other product lifecycle management (PLM) principles; he listens to the needs of Optum customers and the consumers they serve, and develops products and solutions to meet them.

Previously, Lettner led product development and business strategy for chiropractic and workers compensation products through Optum Physical Health. Prior to joining Optum, he worked with a number of financial institutions across the U.S. and abroad through Deloitte Consulting and Accenture, where he counseled large national bank institutions such as Wells Fargo, UBS and Washington Mutual on their large-scale information technology, consumer segmentation and engagement, and operational needs. Most recently, he was in business development and a customer experience director at Best Buy.

Lettner received his Bachelor of Arts degree in business administration and finance from the University of St. Thomas, Minneapolis, Minnesota. He is married and enjoys rehabbing old houses with his wife in his hometown of Saint Paul, Minnesota. He is also active in the community and has served on the board of directors for Camp Get-A-Well-A, a non-profit, and has been an active member of a Citizen Advisory Group called the Crosby Lake Management Plan.

Eric Zimmerman

Eric Zimmerman

Chief Marketing Officer, RedBrick Health

Workshop 303: Learn Session: Shaping Consumer Health Habits through an Intelligent Health Engagement Hub

Eric leads product strategy, market development, and the content & behavior design lab at RedBrick Health. Eric brings over two decades of experience designing and commercializing innovative technology solutions that empower consumers to take a more active role in their health and that drive better health outcomes. Prior to joining RedBrick, Eric served as chief innovation officer and GM for international business development at pharmacy care management leader Mirixa, SVP of Marketing at healthcare connectivity leader RelayHealth, and held leadership positions at StayWell, and early EHR leader MedicaLogic. Eric began his career at US Corporate Health Management, later acquired by Johnson & Johnson, where helped build one of the nation’s earliest and most successful comprehensive corporate health management companies. Eric earned a Masters in Public Health with emphasis in behavioral science at UCLA, and an MBA from Pepperdine University.

Donna D. Hill

Donna D. Hill, FLMI

Sales Executive and Compliance Director, E2E Benefit Services Inc.

Workshop 304: Connect Session: Session for Brokers: Modifying, Refining and Adapting in the Topsy, Turvy World of Small Group Health Insurance

Donna began her career in health insurance in 1980 when she went to work for Great Southern Life Insurance Company as an Administrative Assistant. She was promoted to Regional Vice President in 1985 when Great Southern was purchased by Philadelphia American Life. She was often Producer of the Month with a territory of Tennessee, South Carolina and the Savannah area.

Donna left PALICO in 1993 to form DDH Associates, LLC, an independent agency specializing in self-funded products. By 2000, DDH had focused in on the trucking and transportation industry where they provided a valuable service to an industry that presents complex enrollment and education issues.

2009 brought a new and exciting opportunity. Donna was asked by a long-time friend, Stephen Northington, to head up his bid for the office of Commissioner of Insurance and Safety Fire in Georgia. She also worked for the Maria Sheffield campaign during the election run-off.

Donna has been Sales Executive and Compliance Specialist for E2E Benefits Services, Inc. in Duluth, Georgia since January of 2013. It is in this capacity that she has gained extensive knowledge of the individual health insurance market, and where she is now branching out into the senior products market.

Donna is an active member of the National Association of Health Underwriters, where she has served as National Media Relations Chair, National Awards Chair, Regional Nominations Chair, Georgia President and is currently serving as Secretary and Programs Chair of her local chapter, the South Atlanta Association of Health Underwriters.

Having been born and raised in Tuscaloosa, Alabama and having attended the University of Alabama, Donna is a dedicated fan of the Crimson Tide. She is also an avid history buff and spends much of her free time delving into ancient history, particularly of the Middle East and the Middle Ages. She lives in Snellville, Georgia with her husband, Steve, where they are active members of Cannon United Methodist Church. They have one son, Jeff, who teaches autistic children in Gwinnett County and are owned by an 11-year old miniature dachshund, Dixie.

Raymer M. Sale, Jr.

Raymer M. Sale, Jr.

President, E2E Benefit Services

Workshop 304: Connect Session: Session for Brokers: Modifying, Refining and Adapting in the Topsy, Turvy World of Small Group Health Insurance

Mr. Raymer Sale is President of E2E Benefits Services, Inc. and E2E Resources, Inc.

Mr. Sale’s insurance career began in 1974 at The Travelers Insurance Company. In 1983 he joined Gulf Group Services Corporation as a field representative and over the next 10 years, rose through the insurance ranks, and eventually assumed the role of Vice President of Marketing for Acordia of the South. In 1993 he left the corporate world and formed Business Benefits Incorporated (currently E2E), an employee benefits and HR agency. He also developed the Parity Plus System®, a computerized benefits analysis program designed to compare multiple insurance products in a comprehensive format and assist employers in selecting the products and services that best meet their company’s needs. In 1999 Business Benefits Inc. was merged with Multiple Benefits Corporation where Mr. Sale served as President until January 2003. At that time, E2E Benefits Services, Inc. began operations in Lawrenceville, Georgia and today continues to provide employee benefits sales and services along with its sister company E2E Resources, Inc., a Human Resources company.

A forward-thinking and solutions-oriented leader, Mr. Sale is actively engaged in health care reform dialogue, and regularly shares his knowledge and wisdom with peers, customers and prospects.

Firmly committed to the advancement and wellbeing of the greater Gwinnett community, Mr. Sale also serves on the Board of Directors of the Gwinnett Chamber, where he is Past Chair, chairs the Regional Business Coalition, and serves on the Gwinnett Medical Center Foundation Board, the Gwinnett County Tax Commissioner’s Advisory Committee, the Georgia Gwinnett College Foundation Board, and is a Leadership Gwinnett Trustee. His previous community activities and involvement include leadership posts with the Rotary Club of South Gwinnett and Mosaic Rotary Club, Georgia Association of Health Underwriters, Health Strategies Board of the Department of Community Health, Atlanta Association of Health Underwriters, Creative Enterprises, Inc. and he has been commissioned a Kentucky Colonel.

Under Mr. Sale’s guidance and leadership, E2E Resources, Inc. received the Gwinnett Chamber’s prestigious Pinnacle Award in 2008 and 2010 and Mr. Sale received the Gwinnett Chamber’s Public Service Award in 2009.

Mr. Sale resides in Dacula, Georgia, with his wife, Bonnie. They have three children and five grandchildren.

Bill Lucas

Bill Lucas

President, Bill Lucas & Associates Insurance

Workshop 304: Connect Session: Session for Brokers: Modifying, Refining and Adapting in the Topsy, Turvy World of Small Group Health Insurance

William Harrison (Bill) Lucas is the current CEO and founder of Bill Lucas & Associates Inc.of the costal Empire. Better known as Bill Lucas Insurance. Established in 1985, Bill Lucas has built his successful insurance firm literally from the ground up. He has served on numerous advisory boards and councils throughout his career, one in particular, our local St. Joseph/Candler Hospital.

Licensed in seven states, Bill has earned the respect, trust, and business of not only small family owned businesses but also large, well-known businesses around Savannah and the state of Georgia. Georgia Governor Sonny Perdue Groups, past Speaker of the HouseDuBose Porter, Paula Deen and Lady & Sons, Olympia Cafe, Uncle Bubba’s Seafood & Oyster Bar, Cogdell & Mendrala Architectural Firm, Portman’s Music, Dennis Waters Development, Agrowstar, and much more…

Bill has earned an appreciated reputation as the “Insurance Guy”. Friendly, neighborly and honest, Bill has created a firm, which services over thousands of loyal and satisfied clients.

Randy Mobley

Randy Mobley

Managing Principal, ResourceSeven

Workshop 304: Connect Session: Session for Brokers: Modifying, Refining and Adapting in the Topsy, Turvy World of Small Group Health Insurance

Randy is a native Georgian and has been a resident of Fayette County for over 27 years. He and his wife of 38 years have been blessed with two daughters and four grandchildren.

Prior to his career in the insurance industry in 1992, Randy’s management skills were honed as he worked with a variety of southeastern-based service companies. His background in sales and management helped to cultivate his ability to understand his clients’ needs and to maintain longterm professional and meaningful relationships with them.

Randy’s extensive experience in Employee Benefits, Sales and Management has given him the creativity to become a pioneer in his field. Randy has successfully owned and operated two insurance agencies during the past 17 years, cultivating both long-term professional colleagues and clientele. Randy’s number one priority is to fulfill his clients’ needs with innovative plan designs and excellent customer care.

Randy strives to positively impact individuals’ lives with a compassionate outlook and a positive demeanor. He has worked for 10 years as an instructor and motivational speaker with BASICs, a program sponsored by the State Bar of Georgia that serves as an outreach program for Georgia prison inmates.

Sam Shallenberger

Sam Shallenberger

CFO, RJ Young Company, Inc.

Workshop 305: Connect Session: Employer Panel Discussion: Moving to Consumerism – Selling the C-Suite

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.

Phil Brown

Phil Brown

Senior Vice President of Human Resources, Mohawk Industries, Inc.

Workshop 305: Connect Session: Employer Panel Discussion: Moving to Consumerism – Selling the C-Suite

Phil Brown currently works as Senior Vice President of Human Resources at Mohawk Industries, Inc., a Fortune 500 international flooring manufacturer. As a Human Resources executive, he has built expertise in employee/labor relations, organizational development, training, diversity strategies, talent management and total rewards design. Prior to joining Mohawk in 2008, Brown was President of the North and South American operations for Elcoteq, Inc., a European-based electronics manufacturer. Throughout his career, Phil has successfully led operations at the business unit, plan and sub-unit levels. During his 27-year tenure with the Goodyear Tire and Rubber Company, Brown’s experiences included leading the world’s largest tire manufacturing facility, heading up Human Resources for the company’s Latin American Business Unit and working as Vice President of Human Resources for the company’s $7 billion North American Tire Unit. Brown earned his degree in Business Management at Hiram College in Ohio.

Dawn M. Bading

Dawn M. Bading

Vice President, Human Resources, Kaiser Permanente

Workshop 305: Connect Session: Employer Panel Discussion: Moving to Consumerism – Selling the C-Suite

Dawn Bading joined Kaiser Permanente’s Georgia Region in October, 2007 as the Vice President of Human Resources. She oversees all areas of compensation, benefits, recruitment, supplemental staffing, learning and organizational development, diversity, labor and employee relations. She also Sponsors the Labor Management Partnership areas of Workplace Safety, Unit Based Teams, Integrated Disability Management and Workforce Development. Prior to joining Kaiser, Bading worked as the Senior Vice President of Human Resources and Risk Management for Regency Hospital Company, a Long-Term Acute Care Hospital Company located in Alpharetta, Georgia. Regency is a privately held company with 26 hospitals located throughout the United States. She also had a 20 year history with Charter Behavioral Health Systems as was the Vice President of Human Resources. Charter owned and operated over 100 psychiatric and substance abuse hospitals throughout the United States and Europe until 2000.

Dawn Bading serves on the Board for Young Audiences, Woodruff Arts Center. She also served on the host committee for the Partnership Against Domestic Violence Gala and is a member of Society of Human Resource Management (SHRM) and Human Resource Leadership Forum (HRLF). She is a graduate of the 2011 Leadership Atlanta class. She attended the University of Georgia and graduated with a BA, and completed the 2009 Executive Leadership Program at the Harvard Business School.

Laura Carabello

Laura Carabello

Principal, CPR Strategic

Workshop 308: Share Session: Panel Discussion on Medical Travel: ALL ABOARD! U.S. Centers of Excellence Banking on Employer and Payer Uptake of Domestic Medical Travel Benefits

LAURA CARABELLO, Principal and Chief Creative Officer of CPR Strategic Marketing Communications, has been an entrepreneur and a strategy consultant in both domestic and international businesses related to healthcare and technology since 1985. Her fields of experience span from healthcare and healthcare information technology to hard core technology disciplines and related infrastructure. She has a particular interest in medical travel, healthcare/healthcare information technology, managed care and employee benefits, life sciences (pharmaceuticals and medical devices), and other business-to-business and direct-to-consumer healthcare and technology companies. She has been instrumental in the growth and development of companies worldwide and has orchestrated their transition to a Web-centric world.

She served as a member of the advisory board of the International Medical Tourism Association (IMTA) and is the publisher/managing editor of Medical Travel Today, the authoritative, online business-to-business international newsletter of the medical tourism industry as well as US Domestic Medical Travel, the newsletter dedicated to US intra-state and inbound medical travel. In 2011, Carabello published Medical Travel Today: Opinions and Perspectives on an Industry in the Making.

Carabello is founder and member of the Board of Directors, Regulatory Harmonization Institute. She also serves on the editorial board for the World Korean Medical Journal (WKMJ) (World Korean Medical Journal), a global organization of more than 140,000 Korean physicians dispersed throughout the world.

Carabello conducts marketing presentations at high profile meetings and conferences where she addresses issues impacting the medical travel industry, both domestic and international. These include the European Medical Travel Conferences (EMTC) 2010 in Venice, Italy, and 2011 in Barcelona, Spain; 2011 Korean Medical Travel Meeting, Seoul, South Korea; 2011 Costa Rica Medical Travel Business Summit; and 2011 World Congress Medical Travel Track/Value-Based Purchasing. She chaired the first collaborative meeting for the Drug Information Association (DIA) and Health Information Management Systems Society (HIMSS); has presented to the American Association of Preferred Provider Organizations; Health Care Administrators Association; and a targeted presentation on medical tourism for the Self Insurance Institute of America. She has been invited by multi-national governments, hospital systems, and private sector companies to present at international meetings on medical travel and healthcare issues.

Founder and principal owner of CPR Strategic Marketing and Communications, Carabello has more than 25 years’ experience in business development, marketing, and corporate positioning. As strategy consultant, she has worked with over 1,000 companies, including public and private organizations. She also serves as a strategic advisor to public, private and not-for-profit entities, and has been invited by the US Federal Trade Commission to testify on healthcare advertising and marketing ethics.

Ms. Carabello holds a Bachelor of Science degree in Journalism from the Newhouse School of Communications at Syracuse University, and she is a candidate for a Master’s Degree. In 2009, she was honored by the American Chiropractic Association as “Humanitarian of the Year.” Carabello was invited for membership status in the Healthcare Women’s Leadership Trust, was awarded the annual citation from the NJ Association of Women Business Owners and was elected as a “Pioneer Woman of the 90s.” In 2007, she was named as a “Woman of Influence” by the YWCA of Bergen County and currently serves on the Bergen County “YW” Board of Directors.

Ruth Coleman

Ruth Coleman

CEO, Health Design Plus

Workshop 308: Share Session: Panel Discussion on Medical Travel: ALL ABOARD! U.S. Centers of Excellence Banking on Employer and Payer Uptake of Domestic Medical Travel Benefits

Prior to founding Health Design Plus in 1988, Ruth Coleman had extensive experience in HMO and hospital executive management, patient care, and nursing education. Coleman used this breadth of experience to create an organization that provides high value health benefit management for employer sponsored plans.

HDP’s ClinifiT™ product is recognized as a national leader in domestic Centers of Excellence travel surgery. Initiated in 2010, HDP manages all aspects of domestic travel surgery for Fortune 500 companies. Strategically located around the US the CoEs provide heart, spine and joint replacement surgeries. This program builds value through evidence-based quality care, collaborative decision-making, and highly competitive bundled pricing.

Jason Jones

Jason Jones

Vice President, Human Capital Practice, Willis Insurance Services of California, Inc.

Workshop 308: Share Session: Panel Discussion on Medical Travel: ALL ABOARD! U.S. Centers of Excellence Banking on Employer and Payer Uptake of Domestic Medical Travel Benefits

Jason Jones joined the Willis team in 2010. As a Client Advocate, Jason’s focus is to understand a client’s business and human resource strategy and to assist them in developing and executing the strategy to achieve the desired objectives. Jason’s goal for his clients is to aggressively manage his client’s health and benefit premiums, improve day to day administrative functions, and become a seamless extension of his client’s human resources department.

Jason has been working in the field of Employee Benefits for over eight years. Over those years, Jason has managed complex Southern California based clients ranging in size from 100 to 5,000 employees. He has been a speaker at many association meetings such as SHRM, NCPA and CBA, and has a strong background in health advocacy. His areas of specialty are working with healthcare, technology, biotechnology and pharmaceutical firms with an emphasis on data directed healthcare cost containment through thoughtful, meaningful and deliberate health advocacy programs. He has provided exceptional client service as evidenced by a retention rate of over 90%.

Prior to her current role at Willis, Jason worked at Mercer for six years as a Senior Benefits Consultant. Prior to this, he was a Senior Account Manager/Team Leader with Starwood Hotels and Resorts.

Jason has a BA in Business Administration and a Minor in Spanish from University of Nevada, Las Vegas and Universidad Del Pias Basco – San Sebastian, Spain

Jennifer Albers

Jennifer Albers

Director, Mercy Medical Destinations, Spine Center, Pain Management, and Headache Management

Workshop 308: Share Session: Panel Discussion on Medical Travel: ALL ABOARD! U.S. Centers of Excellence Banking on Employer and Payer Uptake of Domestic Medical Travel Benefits

Jennifer Albers is the Director of Mercy Medical Destinations, a Center of Excellence for spine and orthopedic surgeries balancing high quality, ethical medical care with pre-negotiated package pricing. It is a service of the Spine Center, Pain Management and Headache Management Clinic at Mercy Springfield Communities in Springfield, Missouri. Jennifer holds a Masters Degree in Healthcare Administration from Missouri State University and a Bachelors Degree in Health Care Administration from the University Wisconsin Eau Claire.

Mercy Springfield Communities is part of the Mercy health care system and is comprised of Mercy Hospital Springfield and Mercy Clinic. Mercy Hospital Springfield is a 914-bed referral center with five regional hospitals in Lebanon, Aurora and Cassville in Missouri and Mountain View and Berryville in Arkansas. Mercy Clinic is a 500-plus physician clinic with 70 locations throughout the region. Mercy is the sixth largest Catholic health care system in the U.S. and serves more than 3 million people annually. Mercy includes 33 acute care hospitals, four heart hospitals, two children’s hospitals, two rehabilitation hospitals and one orthopedic hospital. The system includes nearly 700 clinic and outpatient facilities, 40,000 employees and more than 2,100 Mercy Clinic physicians in Arkansas, Kansas, Missouri and Oklahoma. Mercy also has outreach ministries in Louisiana, Mississippi and Texas. To learn more about Mercy Medical Destinations, please visit the Medical Travel area of MercyOptions.net.

Trisha M. Frick-Hoff

Trisha M. Frick-Hoff, MS, RN

Asst. Director, Managed Care Contracting Office of Managed Care Johns Hopkins HealthCare LLC

Workshop 308: Share Session: Panel Discussion on Medical Travel: ALL ABOARD! U.S. Centers of Excellence Banking on Employer and Payer Uptake of Domestic Medical Travel Benefits

Trisha Frick, Assistant Director of Managed Care, has been with Johns Hopkins Health System, since 1986. Trisha has more than 27 years of health care experience. She started at Johns Hopkins providing direct patient care as a nurse. After providing direct care and supervision for almost a decade, she began her career in Managed Care in 1995. Since then she has created a Bundled Rates Contracting Office that is now managing over $30 million annually in Bundled Rate Contract Revenue. The current service lines for bundled rate agreements include transplants, cardiovascular and orthopedic services.

Trisha is responsible for the Travel Surgery Program with PepsiCo and the Pacific Business Group on Health. The PepsiCo agreement includes cardiovascular and joint replacement surgery. The Pacific Business Group on Health represents Walmart and Lowe’s employees and is for joint replacement procedures. These relationships are two of the few direct employer agreements in the nation where employers are paying for travel, housing and health services at identified centers of excellence in exchange for the elimination or reduction in co-pays and deductibles. Trisha is also working on the development of similar programs with other employer groups.

In addition to overseeing the Bundled Rates Contracts operations and contract negotiations, Trisha is responsible for negotiating the International Commercial Insurance Agreements and a portion of the Domestic Commercial Insurance Contracts.

Anne Meisner

Anne Meisner

President and Chief Executive Officer, Southeastern Regional Medical Center, Cancer Treatment Centers of America (CTCA)

Workshop 308: Share Session: Panel Discussion on Medical Travel: ALL ABOARD! U.S. Centers of Excellence Banking on Employer and Payer Uptake of Domestic Medical Travel Benefits

Anne Meisner is President and Chief Executive Officer of Cancer Treatment Centers of America® (CTCA) at Southeastern Regional Medical Center (Southeastern). Ms. Meisner has been serving patients at CTCA for more than 20 years. Previously, she served as President and CEO of CTCA at Midwestern Regional Medical Center (Midwestern) for six years.

Growth in patient services and the highest patient loyalty scores in the nation are hallmarks of Ms. Meisner’s tenure at CTCA. In her first year at Southeastern, Ms. Meisner steered accelerated growth of the hospital, including a major expansion project.

Under her leadership at Midwestern, she introduced numerous patient-centered programs in advanced radiation therapies, immunotherapies, cell therapies and Wisdom MedicineSM. Ms. Meisner originated the widely heralded Patient Empowered Care® model, where all services cancer patients want are delivered in one location. She also expanded Midwestern’s stem cell and cell therapy program; expanded its surgical services and tripled its surgical space; and opened a Quality of Life clinic.

Additionally, Midwestern has been recognized by the National Quality Measures for Breast Centers Program as a Certified Quality Breast Center of Excellence. It is the only breast center of excellence in Illinois and one of only 33 centers nationwide. Midwestern has also received the HealthGrades Outstanding Patient Experience Award for three consecutive years. In 2012, Midwestern was named among the Top 10 workplaces in Illinois by the Chicago Tribune and is ranked above all other hospitals in patient loyalty scores by Bain & Company.

In 2013 and 2014, Ms. Meisner was recognized in the Atlanta Business Chronicle’s “Who’s Who in Health Care” issue, which spotlights the top 100 leaders in the health care industry.

Ms. Meisner, a graduate of the University of Wisconsin, is a Masters Prepared Registered Nurse and former intensive care unit nurse. She is a member of many professional organizations, including the American College of Healthcare Executives.

Jen Piliero

Jen Piliero

Senior Product Manager, Ceridian LifeWorks

Workshop 401: Learn Session: Five Strategies for a Sustainable Wellness Program

Jen manages the EAP, work-life and wellness portfolio at Ceridian and has over 12 years experience in the industry. She has developed many of the product innovations in the LifeWorks solution, including the new Wellness platform introduced in 2013. She has a Masters degree in Counseling Psychology from Boston University.

Vineet Gulati

Vineet Gulati

CEO, HealthExpense

Workshop 402: Learn Session: Creating Engaged Healthcare Consumers

Vineet is the founder and CEO of HealthExpense. He has over 20 years experience in the Healthcare and Pharmaceuticals industries. He led Capgemini’s Western US Region Pharmaceutical & Healthcare Consulting Practice and grew the business from $3m in 2002 to $45 million in 2006.

Vineet led research and market development for a venture backed Enterprise Software Company and managed a multi-year Cooperative Research and Development Agreement (CRADA) with the Food & Drug Administration (FDA). The CRADA pioneered studies, research into implementation of ICH guidelines and regulations on quality, risk and compliance and published several studies in close cooperation with the industry.

He led several initiatives aimed at improving operations and customer acquisition for global clients and has proven success in establishing and implementing strategic supply chain, quality transformation and change management programs. Vineet led restructuring of Global Clinical Development & Operations at Novartis and improved study start-up & monitoring, CRO and protocol development processes.

Vineet has a Bachelor of Commerce in Accounting and Finance from the University of Delhi, India and he is a Chartered Accountant certified with the Institute of Chartered Accountants in England and Wales, UK.

Matt Dallahan

Matt Dallahan

SVP, Product Strategy, Evolution1

Workshop 402: Learn Session: Creating Engaged Healthcare Consumers

Senior Vice President, Strategy and Product Development, Evolution1, is responsible for product strategy, new product design and development, and enhancements to our current product offerings. Matt has 15 years’ experience in the benefits and health care industry, and was a member of the team that designed, developed and launched Evolution Benefit’s core product and service model. Prior to joining Evolution Benefits in 2001, he was a founder of a consulting firm specializing in health care system integration and was a senior consultant in Accenture’s health care practice. His experience includes working with providers, payers, and TPAs to design and implement innovative technology solutions. Matt graduated Cum Laude with a BA in Political Science and a minor in Economics from Fairfield University.

Bart Bracken

Bart Bracken

Executive Vice-President, HMC HealthWorks

Workshop 402: Learn Session: Creating Engaged Healthcare Consumers

Bart Bracken is a healthcare executive with nearly 30 years of experience in the healthcare and disability management industries as both a consultant and serving in senior leadership positions with large managed care organizations and specialty entrepreneurial companies. Bart’s broad experience includes managed care operations, strategic planning, marketing, business development, product development, and program management with both private and public sector programs.

He has a Master’s in Industrial and Labor Relations from Cornell University and a BA, magna cum laude, in Economics from St. Lawrence University.

Mark Agnew

Mark Agnew

Chief Marketing Officer, ClearCost Health

Workshop 403: Designing Price and Quality Transparency for Maximum Engagement and Results

Mark leads sales and marketing for ClearCost Health. He brings over 25 years of large employer HR and benefits consulting experience to the management team, having been a Principal with Watson Wyatt, Towers Perrin and a Senior Vice President with Fidelity Investments. Prior to joining ClearCost Health, Mark consulted with large plan sponsors nationwide and founded BeneTweet, a wellness messaging service for large plan sponsors using Facebook and Twitter. He received his BA in Economics from Stanford University.

James Kobar

James Kobar

Benefits Manager, Avaya

Workshop 403: Designing Price and Quality Transparency for Maximum Engagement and Results

James is a Benefits Manager at Avaya Inc., a leading global provider of real-time business collaboration and communications solutions, for the past 13 years. His primary focus is in the area of healthcare enrollment and eligibility as well as pension and unemployment administration. He is the vendor manager over the healthcare enrollment provider that services the Avaya healthcare plans for all Avaya USA employees and handles day to day administration of the plans and policy issues.

Prior to Avaya, James was a disability benefits manager at Lucent Technologies and managed disability, workers compensation and FMLA for the Lucent locations in the southeast and central states. James graduated from Georgia State University with a Bachelor of Business Administration.

Kevin W. Smith, CLU, RHU

Kevin W. Smith, CLU, RHU

Founder, KSA Insurance Agency

Workshop 404: Connect Session: Session for Brokers: Values-Based Wellness – The Power in Knowing the Why of Employee Wellness

Kevin W. Smith founded KSA Insurance Agency in January of 1986. KSA Insurance Agency is an Employee Benefits Company. He is a graduate of the University of Georgia’s Risk Management Program. Kevin is a Qualifying Member of the Million Dollar Round Table. He is a member of the National Association of Health Underwriters (NAHU) and the Sandy Springs Chamber of Commerce. He is a past president of Atlanta Association of Health Underwriters (AAHU) and the Metro Alliance of Independent Insurance Agents (MAIIA). A Georgia native, Kevin was born in Atlanta and currently resides in Sandy Springs with his wife, Deborah and his two children Parker and Peyton. When not working, Kevin enjoys the family, tennis, golf and water skiing.

Jack W. Bruce

Jack W. Bruce, Jr., PHR

Chief Operating Officer, BIS Benefits

Workshop 404: Connect Session: Session for Brokers: Values-Based Wellness – The Power in Knowing the Why of Employee Wellness

Jack W. Bruce, PHR, serves as the Chief Operating Officer for BIS Benefits, an employee benefits broker in Atlanta. As COO, Jack oversees many facets of the business’ operations including Human Resources, Finance, Strategic Management and Communications. Jack is active in the Gwinnett Country HRMA and SHRM-Atlanta where he serves as the EVP of Programming. Jack holds a PHR designation and a Georgia Life and Health License. An avid blogger at RavingWellness.com, Jack shares best practices in Employer and Corporate Wellness.

Jack Curtis

Jack Curtis

Founder & CEO, Corporate Health Partners

Workshop 405: Connect Session: Learn the Barry-Wehmiller approach “Organizational Leadership and Inspiring Employee Wellbeing”

Jack Curtis is President of CHN Health Management, LLC (CHN), based north of Atlanta. Curtis joined CHN and became a member of the CHN board on February 1, 2013, when Corporate Health Partners (the wellness company Curtis founded in 2002) merged with CHN. CHN provides comprehensive, systematic wellness programming with intensive, face-to-face health coaching for employers at their worksites. Prior to founding CHP in 2002, Curtis was President and Chief Operating Officer of LIFESIGNS, a multi-facility start-up doing comprehensive physical exams. Before his stint with LIFESIGNS, Curtis was general manager of a Berkshire Hathaway business unit. Curtis is a member of the HERO Think Tank, and chairs the Leadership Committee, one of the three committees that do the work of the Think Tank. (HERO is the Health Enhancement Research Organization, composed of thought leaders among employers and providers engaged in Employee Health Management). Curtis is also a member of the “League of Leaders” that guide IHC (the Institute for Healthcare Consumerism). In addition, Curtis is a member of WELCOA (Wellness Councils of America), NWI (the National Wellness Institute) and IAWHP (the International Association for Worksite Health Promotion). Curtis is an avid student of Employee Health Management and a frequent speaker for seminars on the subject. Curtis earned a BS in Biomedical Engineering at the University of Tennessee in Knoxville, while working as an intern at NASA in Huntsville, Alabama. He later earned an MS in Engineering Management from the University of Tennessee. In his free time, Curtis enjoys running, hiking, tennis, racquetball and seeing the world.

Jim Hertel

Jim Hertel

Director, Culture and People Development, Barry-Wehmiller Companies, Inc.

Workshop 405: Connect Session: Learn the Barry-Wehmiller approach “Organizational Leadership and Inspiring Employee Wellbeing”

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.

Lexie Dendrinelis

Lexie Dendrinelis, BS, CHPD

Wellbeing Leader, Barry-Wehmiller Companies, Inc.

Workshop 405: Connect Session: Learn the Barry-Wehmiller approach “Organizational Leadership and Inspiring Employee Wellbeing”

Ms. Dendrinelis is the Wellbeing Leader for Barry-Wehmiller Companies, Inc. a capital equipment manufacturing company operating in 65 locations worldwide. In her role, she develops strategies for advancing healthful living and ensures partner resources are available to assist associates in accomplishing their goals. Most recently, she led a group of associates to develop a vision of wellbeing to serve as the guide and definition of healthful living at Barry-Wehmiller. She works alongside a network of wellbeing champions to inspire, educate, and engage associates and family members to live a thriving life.

Previously, she has served as Regional Manager of Business Development for MediFit Corporate Services, Regional Health Coordinator/Team Leader at Union Pacific Railroad and Health Promotion Specialist at Cox Medical Centers. Her career has allowed for technical learning, hands-on learning and the opportunity to experiment for learning best practices.

She began as a group exercise instructor and personal trainer in the commercial fitness business. Following her passion for healthful living, obtained a bachelor of science degree in health promotion, certifications in dietary guidance, CPR/AED instructor and health promotion, trained as a health coach and completed several leadership courses. She believes a significant portion of our role as a leader to our children, families, communities and organizations comes from our daily choices reflected in healthful living.

Currently, she serves on three Health Enhancement Research Organization committees: Leadership, Awards, and Membership. She is the chair of the St. Louis Business Health Coalition Wellness Roundtable and participates in local community events to promote healthful living.

Roy Ramthun

Roy Ramthun

Senior Health Policy Advisor, West Health

Workshop 406: Connect Session: New Research Results: Applying Value-Based Insurance Design to High-Deductible Health Plans

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.

Rick McKellar

Michael Richard (Rick) McKellar, MHSA

Managing Director, Paladin Healthcare Capital

Workshop 406: Connect Session: New Research Results: Applying Value-Based Insurance Design to High-Deductible Health Plans

Michael Richard (Rick) McKellar, MHSA is the Managing Director at Paladin Healthcare Capital, a firm specializing in improving the operational and financial performance of healthcare providers. He recently graduated from the University of Michigan with a Master of Health Service Administration having previously graduated from Harvard College with a bachelor in economics. In addition to his work with Paladin, he continues as a research consultant in the field of healthcare policy with Harvard’s Department of Health Care Policy, the University of Michigan, and Johns Hopkins Bloomberg School of Public Health.

Mr. McKellar’s research focuses on the efficiency of resource use in the United States, with particular interest in the influence of patient and provider financial incentives. He conducted a multi-year evaluation of geographic variation in healthcare cost, utilization, and quality for commercially insured Americans. He is also involved in multiple studies assessing the impact of high-deductible health plans on the use of medical services and an ongoing project that seeks to identify factors that are underlying the recent slow-down in healthcare spending.

Gaston Gage

Gaston H. Gage, Jr.

Founder and CEO, Empowered Benefits, LLC

Workshop 407: Share Session: Panel Discussion on Defined Contribution / Private Exchanges: Leading Experts Discuss the Models, the Current Experiences and What is Coming for 2015, including Updates on Public Exchanges

With more than 30 years of experience in the health care industry, Empowered Benefits, LLC Founder and CEO Gaston H. Gage, Jr. is an expert in employee insurance benefits, business development, and client relations management.

Thanks to his vision and leadership, Empowered Benefits has created a private healthcare exchange platform that provides clients with a unique and user-friendly way to shop for benefits. Utilizing in-house web development expertise, Empowered Benefits remains a leader in this field by offering enterprise-class software married with ease of use.

From consumer-driven to BenAdmin to today’s private exchange, Empowered Benefits has been building and perfecting online tools since 2000. The company has been selected by corporations, carriers, and brokers alike to service millions of their employees nationwide.

Gage, a Charlotte North Carolina native, holds a B.A. in industrial relations from the University of North Carolina at Chapel Hill.

Josh Hilgers

Josh Hilgers

Director of Strategy and Development, VelaPoint

Workshop 407: Share Session: Panel Discussion on Defined Contribution / Private Exchanges: Leading Experts Discuss the Models, the Current Experiences and What is Coming for 2015, including Updates on Public Exchanges

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 Barkett

John Barkett

Director of Health Policy Affairs, Exchange Solutions, Towers Watson

Workshop 407: Share Session: Panel Discussion on Defined Contribution / Private Exchanges: Leading Experts Discuss the Models, the Current Experiences and What is Coming for 2015, including Updates on Public Exchanges

John Barkett is the Director of Health Policy Affairs for the Exchange Solutions line of business of Towers Watson. He previously worked for Extend Health, the nation’s largest private Medicare exchange, before it was acquired by Towers Watson in 2012. John is responsible for strategy development as it pertains to both federal and state health policy, as well as the product development and marketing of Towers Watson’s various exchange solutions.

Before to joining Extend Health, John spent two and a half years in Washington, D.C., where he contributed to the writing, passage, and implementation of the Patient Protection and Affordable Care Act. John served on the health subcommittee staff of the Ways and Means Committee in the House of Representatives in 2009 where he drafted and negotiated the final details of legislation aimed at reducing fraud in the Medicare program. After the bill’s passage, John joined the staff of the Office of Health Reform in the Department of Health and Human Services, where he helped guide the implementation of those sections of the Affordable Care Act related to delivery system reform.

Previously, John worked for athenahealth, Inc., a revenue-cycle management and electronic medical record company, and Medica HealthCare Plans, Inc., a Medicare Advantage plan.

John earned an MBA in health care management from the Wharton School of the University of Pennsylvania, where he won the Robert D. Eilers Award for health care innovation and service to the community. He graduated cum laude from Harvard College, with a bachelor’s degree in economics and a secondary field in health care policy.

Richard Mann

Richard Mann

EVP of Strategic Initiatives, PlanSource

Workshop 407: Share Session: Panel Discussion on Defined Contribution / Private Exchanges: Leading Experts Discuss the Models, the Current Experiences and What is Coming for 2015, including Updates on Public Exchanges

 

Lisa Evans

Lisa Evans

Director of Healthcare, Southwire Company, Carrollton GA

Workshop 408: Share Session: Employer Panel Discussion: Building Better Consumers of Health Care and Health

Lisa Evans is the Director of Health Care for Southwire Company located in Carrollton, Georgia. Southwire Company is one of North America’s leading manufacturers of wire and cable used in the distribution transmission of electricity.

Lisa has over 20 years of experience in managing human resource and health care operation functions. At Southwire, she manages a $35 million dollar budget that includes an onsite medical center and pharmacy that has been in place since 1993. Prior to joining Southwire, she was the Director of Benefits for Cracker Barrel Old Country Stores and Manager of Benefits Delivery/Medical Plans for BellSouth Corporation.

She has a Masters in Business Administration (MBA) and an undergraduate degree (BS) in Marketing from the University of Alabama at Birmingham (UAB).

Emily Talley

Emily Talley, CEBS, SPHR

Benefits Manager, Tanner Health Systems, Carrollton GA

Workshop 408: Share Session: Employer Panel Discussion: Building Better Consumers of Health Care and Health

Emily Talley, CEBS, SPHR, has over 12 years of experience in employee benefits and serves as Benefits Manager for Tanner Health System in Carrollton, Georgia. In this role, Ms. Talley oversees the design and administration of health, welfare and retirement programs for over 2,700 employees. Previously, Ms. Talley was operations manager for an investment management firm in Washington, DC. Ms. Talley holds a B.A. from the College of William and Mary and an M.B.A. from the University of West Georgia, where she has also taught undergraduate Human Resource Management courses.

Cindi Gatton

Cindi Gatton

Principal, Cynthia R. Gatton & Associates, LLC

Workshop 408: Share Session: Employer Panel Discussion: Building Better Consumers of Health Care and Health

Cindi Gatton is the principal of Cynthia R. Gatton & Associates, LLC, a private patient advocacy practice in Atlanta. With a career spanning over 25 years, Cindi has both clinical and business experience in the healthcare arena. After completing her undergraduate degree in education at the University of Virginia, and her master’s in speech and language pathology at The George Washington University, she practiced for 5 years before migrating to the business side of healthcare. Developing expertise in both occupational and group health and welfare benefits, she has worked for both start ups and Fortune 100 organizations, including Ceridian, WellPoint, and Walgreens. After learning the importance of patient advocacy during her only brother’s life limiting illness, she completed the post graduate program in Healthcare Patient Advocacy at the University of Wisconsin-Madison in 2013, and in addition to her practice as a private advocate, continues as a part-time clinical faculty member for that program.

Cindi resides in Atlanta, and is a mother, avid gardener, hiker, and dog-lover.

Andrea Krakower

Andrea Krakower

Manager, Wellness Development and Promotion, Scripps Health

Workshop 408: Share Session: Employer Panel Discussion: Building Better Consumers of Health Care and Health

Andrea Krakower is the Manager of Wellness Development and Promotion for Scripps Health in San Diego, CA. She is passionate about redefining how employers think about and deliver health and wellness programs to employees and their families. For the last five and a half years, Andrea has had the privilege of designing, implementing and evaluating transformative programs that have helped Scripps improve population health by 20% while keeping increases in health plan expense below the rate of inflation. Focusing on the incredible opportunity that the wellness and fitness industries have to help employers create a competitive advantage by optimizing employee potential, she has worked in partnership with stakeholders, community partners and industry peers to develop several innovative programs. Among these are a wellness champion team comprised of over 130 employees (and growing), onsite activities that include over 100 free fitness classes per week, free monthly cooking classes for employees and their families and stress management seminars offered in partnership with EAP. Throughout her career, she has been inspired by the exceptional results employers have experienced by placing employee well-being at the center of their strategy. Andrea holds her BA in Psychology from the University of California, Santa Barbara and an MS in Exercise Science and Health Promotion from Cal Poly, San Luis Obispo.


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