2014 IHC Forum & Expo Workshops

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Register for 2014 FORUM & EXPO


  • LEARN sessions introduce you to emerging innovations, solutions and services.
  • CONNECT sessions are where you collaborate with peers on industry strategies, best practices and case studies.
  • sessions allow for open discussions on the most current industry topics of interest.

Track # 1 – Workshops

Wednesday, May 7th, 2014 • 4:45 p.m. – 5:45 p.m.

LEARN SESSION 101 – Drive Behavior Change with Year-Round Engagement

Stakeholders across healthcare agree that increased transparency and consumer engagement are required to move the needle on cost and quality. But there’s not a simple solution or “one-size-fits-all” approach for effectively engaging consumers. Join Truven Health Analytics as we share real-life examples of how our employer and health plan clients have turned passive participants into active healthcare consumers. The speakers will highlight innovative strategies to guide individuals to their best-fit plan, alert them about gaps-in-care, help them plan for out-of-pocket expenses before undergoing treatment, and more. You’ll also learn how to improve outcomes and lower costs by engaging consumers in the critical issues affecting their care through proactive, year-round engagement.

Speakers: Jody Amodeo, VP of Practice Leadership, Truven Health Analytics, and Matthew Collins, Director, Product Management, Truven Health Analytics

LEARN SESSION 102 – The Future of Private Insurance Exchanges:  How Deeper Service Offerings and Technology Change the Consumer Experience

As private insurance exchanges continue to evolve, it becomes clear that true market differentiation lies in an exchange’s ability to broaden its service offerings – going beyond traditional benefit packages by adding other supplemental, non-traditional benefits.

How does this concept, in addition to what we know about behavioral change and financial incentives, play into the future of insurance exchanges? Ernie Harris, NPDP, VP Product and Strategy, Alegeus Technologies, addresses these questions and offers insight into how private insurance exchanges will grow and evolve as their popularity increases.

During this session, Harris illustrates how insurance exchanges, when integrated with other core benefits delivery systems, can dramatically change participant behavior and consumption trends – helping participants make educated, financially-advantageous decisions.

Speakers: Ernie Harris, NPDP, VP Product and Strategy, Alegeus Technologies,

LEARN SESSION 103 – Four Surefire Ways to Jump Start (or Reinvent) Your Wellness Initiatives

Whether you are just beginning your wellness program or your program results are disappointing, Don Doster shares four surefire principles and practices that eliminate the barriers to engagement. Turn your initial enrollment peak into ongoing engagement, with measurable and repeatable outcomes in program participation and success.

Included in this session:

  • Measuring the ‘health’ of your wellness initiative
  • Eliminating holes in your engagement plan with 4 surefire strategies
  • Sharing proof – Real world examples of dynamic program growth

Speakers: Don Doster, President, CEO, gBehavior

CONNECT SESSION 104 – Session for Brokers: Defined Contribution – The CDHC Trifecta

A “Defined Contribution” payment methodology can have a dramatic impact on Consumer Driven Health Care (CDHC) marketing, and the future of healthcare consumerism.

The cost control benefit has long been understood. However, the employees’ recognition of the “cost-shifting” has limited widespread utilization of this mechanism. New creative plan design strategies can now give employees a “trade-off” for accepting the greater financial responsibility imposed. Enhanced through the use of “flex credits” and other creative design options, defined contribution can be the perfect “Trifecta”- benefiting the Employer, the Employee and the Broker.

  • The Employer controls costs, and often saves money in benefits they provide to their employees.
  • The Employee engages more in his/her own benefits plan, because of better flexibility in the utilization of employer contributions which empowers them to tailor benefits to their individual needs.
  • The Broker can more effectively “leverage” tax savings and current employer contributions into higher participation in employer sponsored benefits, expansion into ancillary and voluntary products, and thus new revenue streams.

Defined Contribution is critical to being competitive in marketing CDHC programs and, when used innovatively, can be a true differentiator for the Broker. At the end of the session, attendees will have gained the following takeaways:

  • Why development of an employer/employee partnership is critical to your success.
  • Why employee education is required to properly utilize their benefits.
  • Why defined contribution strategies are essential to the successful implementation of healthcare consumerism.

Moderator: Jodie E. Braner, RHU, Vice President, Employee Benefits Consulting, Hays Companies of Georgia, and President Elect for GAHU (Georgia Associations of Health Underwriters)

Speaker: Don Cooper, MBA, ACBC – President, TriFlex Corporation

Produced in Conjunction with

CONNECT SESSION 105 – Panel Discussion: Supplemental Health in the Changing Health Care Benefits Landscape

This session will include an expert panel from among many of the foremost insurance providers. The discussion will center on supplemental health and the ongoing impact regarding such benefits, due to the changing benefits environment we are experiencing.

Key topics of the discussion will include the growth of full replacement programs and the disruption and projected growth of Private Exchanges. The panel will examine numerous current challenges, such as:

  • What is the VALUE of your Benefits outside of the Medical Plans to your organization?
  • How to mitigate risk for an employee using voluntary benefits to fill in the gaps we will see in high deductible plans or the Silver or Bronze plans on the Exchanges.
  • How employers are saving money by utilizing employer paid hospital indemnity and critical illness to move to an HSA Plan.
  • What are the short term and long term risks of moving to an HSA Plan and how can you prepare?
  • Are there differences between benefit administration and private exchanges?
  • How you can deploy a successful strategy when migrating employees to a private exchange?
  • The success of wellness is predicated on engagement and changing the culture of the organization. How can you deploy a successful program?
  • How does Voluntary Benefits control healthcare costs?

Moderator: Kim Adler, Vice President of National Accounts, Allstate Benefits

Speakers: William Scott Prince, Vice President – National Accounts, Allstate Benefits, Lydia G. Jilek, Vice President, Head of Voluntary Products & Insurance Exchange Strategy, US – ING, Rick Wolfe, Business Development Executive, Aflac Benefits Solutions, Katie Dreiling, Regional Broker Market Manager, Southeast Region, Colonial Life, and Reg Goen, Sr. Account Executive, Unum

CONNECT SESSION 106 – The Fundamentals of Health Care Consumerism and the Principles Behind The Institute for HealthCare Consumerism

If you are a new member with The Institute of Healthcare Consumerism, or this is your first IHC Forum & Expo conference, or you just want to get a refresher on the Fundamentals of Healthcare Consumerism, this is the workshop designed specifically for you.

First, in this one hour workshop, Ron Bachman, Chairman, Editorial Advisory Board, The Institute for HealthCare Consumerism, will overview the mission, principles and strategies established for The Institute of Healthcare Consumerism organization. You will hear why our LEARN, CONNECT, philosophies drive everything we do and stand for.

Next, you will get a good overview of the principles, vision and strategies behind Healthcare Consumerism, and learn to view it across its many generations of advancement over the past dozen years or so.

Finally, you will hear a summary of “The Steps to Making Healthcare Consumerism Work” for employers. You will learn why Healthcare Consumerism is a more inclusive and robust approach to healthcare reform (and well beyond health insurance reform)….. And you will hear thought leadership on employee engagement, behavioral change, human capital, health literacy, personalized health and healthcare, and more.

You will leave this workshop:

  • Better prepared, through timely and relevant advice, to establish an effective healthcare consumerism strategy for your company
  • Better equipped with the principles, strategies, and implementation options you need to get started with Healthcare Consumerism education within your own company
  • Better informed on the critical components needed to launch an operational program of healthcare consumerism for your employer
  • Better armed to pass the IHC “Certified in Healthcare Consumerism” (CHCC) exam

Speaker: Ron Bachman, Chairman, Editorial Advisory Board, The Institute for HealthCare Consumerism

SESSION 107 – 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

Retail clinics are medical clinics staffed by advance practice clinicians located in high-traffic areas that offer limited services for acute illnesses, wellness and preventive care, and chronic disease care. Operating under evidence-based medical treatment guidelines, these clinics are viewed by many as the first line contact with the medical system for thousands of patients who would not otherwise receive treatment. Retail clinics are expanding in numbers and scope of services and will continue to play an increasingly important role as more Americans become insured through the Affordable Care Act with a focus on access, affordability and quality.

This session will discuss an overview of retail clinics to include the high-quality care/services provided in them and the cost savings they provide, how retail clinics are different from other healthcare settings and the benefits of and opportunities to partner with employers.

At the end of the session, attendees will:

  • Understand the retail clinic model;
  • Understand the increasingly important role retail clinics will play in healthcare reform and how they fit into the overall healthcare landscape; and
  • Understand the different ways retail clinics and employers can partner and the benefits of such partnerships.

Moderator: Sarah Rosenberg, JD, Membership & Development Director, Convenient Care Association

Panelists: Cynthia Graff, President & CEO, Lindora, Eileen Myers, Vice President, Affiliations and Patient Centered Strategies, The Little Clinic, Holly McDonald, APRN, State Practice Manager Georgia, CVS MinuteClinic, and Duane Putnam, Director, Consultant/Broker Relationships, Walgreens

Telemedicine refers to the actual delivery of remote clinical services using technology. It is the use of medical information exchanged from one site to another via electronic communications to improve a patient’s clinical health status. Telemedicine includes a growing variety of applications and services using two-way video, email, smart phones, wireless tools and other forms of telecommunications technology.

Most consider telemedicine and telehealth to be interchangeable terms, encompassing a wide definition of remote healthcare. Patient consultations via video conferencing, transmission of still images, e-health including patient portals, remote monitoring of vital signs, continuing medical education, consumer-focused wireless applications and nursing call centers, among other applications, are all considered part of telemedicine and telehealth.

Come join the discussion on telehealth! Bring your questions for this outstanding panel and learn:

  • The Latest SERVICES to be provided through TeleHealth
  • The Latest MECHANISMS used to deliver Telehealth
  • The Latest BENEFITS Achieved through TeleHealth

Moderator: Bart Sheeler, CEO,  GoFirst: Solutions

Panelists: Tom Wallace, Jr., CEO, Dr. Connection Benefits, Adrian Davis, CEO, MyidealDOCTOR, Peter C. Dandalides, MD, President and CEO, WORKsiteRx

Track # 2 – Workshops

Thursday, May 8th, 2014 • 11:00 a.m. – 12:00 p.m.

LEARN SESSION 201 – Thief in the Night: How to Stop Sleep Apnea from Robbing Your Company While You Sleep

Employers continue to spend an inordinate amount of their healthcare dollars on a small percentage of their employees who suffer from Obstructive Sleep Apnea (OSA), and the many co-morbid diseases associated with OSA. Learn how you can cut these costs dramatically and stop being robbed of financial resources and human capital while your employees with OSA sleep. The highest prevalence of undiagnosed OSA dramatically increases the cost of healthcare, reduces productivity and jeoardizes workplace safety. Dr. Jeffrey Durmer will share with us the truth behind unhealthy sleep – and more surprisingly how the negative effects of unmanaged OSA can be mitigated so that your company does not become another victim of the night.

This session will provide the attendee with three sound takeaways:

  • Learn how you can cut these costs dramatically
  • OSA dramatically increases the cost of healthcare, reduces productivity and jeopardizes workplace safety
  • The truth behind unhealthy sleep

Speakers: Dr. Jeffrey S. Durmer, Co-founder & Chief Medical Officer, Fusion Health, John Pryor, VP Human Resource & Safety, Southeastern Freight Lines

LEARN SESSION 202 – Wellness that Works

Explore key aspects of Wellness & Health Programs that have proven success; making a real impact on improving health to create value by reducing health care costs. Takeaway points for the audience:

  • Creating Value – The Holy Grail
  • Beyond Engaging the Engaged
  • The Automated Clinician
  • Behavioral Economics – Meaningful Incentives
  • Turning the Dial Up – Intervention Intensity

Speakers: Heather Andrews, Vice President of Enterprise Partner Development, Evolution1, Inc. and Jon Watson, Senior Vice President, Operations and Consulting, SeeChange Health Solutions

LEARN SESSION 203 – Investing with HSA Funds

One of the many benefits a health savings account (HSA) provides is the opportunity to grow savings by investing HSA funds. John Vellines, President of Health Savings Administrators, a leader in Vanguard® funds, will discuss the opportunities that investment offers. Investing can provide additional needed funds to cover qualified medical expenses; and, can also serve as a way to grow account funds on a tax-deferred basis for use in retirement.

This session will provide the attendee with three powerful takeaways regarding investing strategy:

  • The power of tax-free compounding
  • HSA advantages in post-retirement healthcare planning
  • Withdrawal timing strategies

Health Savings Administrators works in conjunction with HSA Bank, who serves as the custodian of their accounts, to process all funds in and out of the account, provide tax reporting, and supply and service the debit card/checking account portion of their HSAs.

Speakers: John Vellines, President, Health Savings Administrators

CONNECT SESSION 204 – Session for Brokers: Improving the Population Health through Technology

Future health plans will further evolve quality and transparency for providers and members in health plans.

By connecting healthcare providers together across a community, and also with the insurance company, and creating aligned incentives, we are improving both quality and cost. We are also directing members to physicians and facilities that participate in these networks.

There are some roadblocks to overcome but technology will continue to play a big role in a faster delivery. Learn how Insurance plans are developing technology tools such as mobile health apps to enhance the delivery.

At the end of the session, attendees will:

  • Understand more how insurance plans will gain access to detailed cost and data
  • Be knowledgeable on the Influence and demand for quality cost containment as it impacts employer plans
  • Learn how communication to provider and patient will work

Moderator: Jodie E. Braner, RHU, Vice President, Employee Benefits Consulting, Hays Companies of Georgia, and President Elect for GAHU (Georgia Associations of Health Underwriters)

Speaker: Ramzy ElGomayel, Senior Vice President, Southeast Region Network and Medical Economics, Aetna

Produced in Conjunction with

CONNECT SESSION 205 – Somewhere Between Action and Apathy: Introducing the ACE Measure of Consumer Health Engagement

How do people decide what role to play in their health and health care? Are there specific actions that determine if someone is sufficiently, or optimally, involved in his care? Who decides what those specific actions are?

While promoting engagement has become a popular goal in corporate health, the industry lacks a collective understanding of what that means. In some cases, we equate engagement with a specific action or event. In others, we translate it to a set of perceptions that correlate with health behaviors or outcomes. Yet, two people who take great interest (e.g. highly engaged) in the same health care decision may make drastically different choices.

Further complicating matters, different stakeholders in the health industry view engagement quite differently. So, who decides what “good” engagement looks like?

In this session, Chris Duke, PhD will present insights from a new measure of consumer engagement (the Altarum Consumer Engagement measure – ACE). The measure was developed with the support of Safeway and is available to organizations interested in assessing and promoting specific aspects of engagement. Four dimensions of engagement will be explored: commitment, informed choice, navigation, and ownership. Sheila Viswanathan, EdD, RD will describe how the instrument has been applied with employees at Safeway.

Speaker: Chris Duke, PhD, Senior Analyst, Altarum Institute, and Sheila Viswanathan, EdD, RD, Manager, Health Education and Research, Safeway Inc.

CONNECT SESSION 206 – Ingenuity to the Rescue. Employers Seize Control.

Accountable care, bundled payments, consumerism, disease management, transparency, cost-shifting — the solutions proposed to fix health care are deceptively ineffective and will not achieve employers’ healthcare goals. Employers who want health improvement, higher productivity and lower costs must seize control – NOW. And PPACA provides the way!

The four key points of take-away from this session will be:

  • Employee productivity is declining as American healthcare fails to curb chronic disease
  • ObamaCare will increase (not decrease) healthcare costs for employers, compelling new, ingenious solutions
  • Many employers are driving consumerism by taking control of employee healthcare options
  • The emerging new insight is that healthcare may be essential, but caring about health is ecstasy!

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

SESSION 207 – Employer Panel on Healthcare Consumerism: Wellness, Incentives, and Engagement

The industry’s move towards consumerism has encouraged employers to take a good look at how they approach health and wellness at their organizations. With the current roll-out of the ACA requirements, an effort to get employees engaged in their health is more important than ever. This presentation will highlight approaches employers are using to promote personal responsibility and engage employees in their health and wellbeing. The session includes 5 to 10 minute perspectives of each of the panelists, some discussion questions from the moderator and then a Q&A session with the audience.

Moderator: Margaret Rehayem, Senior Director of Strategic Initiatives and Communications, Midwest Business Group on Health

Panelists: Nate Solomon, Director of Benefits, Wolters Kluwer, Heather Denkert, Employee Wellness Program Manager, Edward-Elmhurst Healthcare, Marian Chase, Senior Manager, Global Benefits, Newell Rubbermaid, Jill Marie Chapman, Senior Director, Benefits, Office Depot, Inc.

SESSION 208 – Panel Discussion on Health Care Transparency: The Facts are Obligatory!

Health care transparency means providing consumers with the reliable cost and quality information necessary to choose health care providers based on value. Reliable information empowers consumer choice; Consumer choice creates competition and incentives at all levels; Competition motivates the entire system to provide better care for less money.

Whether directed at employers, consumers or providers – the facts are in and they are awe-inspiring:

  • 64% of workers have health plans with a deductible of $1000 or more
  • 53% of consumers are oblivious to costs and tend to go along with what is suggested
  • Consumers’ out-of-pocket spending on health care, estimated at $329 billion in 2013, is projected to rise to $411 billion in 2020—a 25 percent increase.
  • Since 2000, rising prices of hospital charges, professional services, drugs, devices and administrative costs are responsible for 91 percent of the increases in health spending.
  • In 2012, nearly one of five U.S. adults was contacted by a collection agency over unpaid medical bills.
  • Preventable, adverse events in hospitals are now the nation’s third leading cause of death annually.
  • $300 billion is wasted in the U.S. every year in avoidable health care costs.

As a result, those involved in America’s health system are embracing Consumerism and Transparency ………And by doing so, we are creating a powerful force for change. Come hear from leading Employers on what they are doing and SHARE your thoughts on healthcare cost and quality transparency!

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

Panelists: Rob Graybill, Chief Executive Officer, Compass Healthcare Advisers, Denise Ivester, CEBS, Group Health & Wellness Manager, Fieldale Farms Corporation, Clayton Nicholas, Vice President of Strategy and Marketing, Change Healthcare Corporation, and Amy Fahrenkopf, MD, MPH, Vice President of Clinical Strategy and Design, Castlight Health

Produced in Conjunction with

Produced in Conjunction with

Track # 3 – Workshops

Thursday, May 8th, 2014 • 3:00 p.m. – 4:00 p.m.

LEARN SESSION 301 – Outcomes-based Strategies with Incentives Result in Employer Gain

It is no secret that the healthcare costs in the United States rank as the highest in the world. Through Population Health Concierge, costs can be reduced and clinical outcomes improved. This innovative model relies on three core components: break down of silos to help achieve coordinated care; engagement of patients through outcomes-incentive design; and influence of care pathways toward evidence-based interventions. When properly developed and utilized, employers are presented with great opportunity to contain healthcare costs and generate optimal patient outcomes. During this hour-long session, Dr. Darren White will lead a thoughtful discussion around Population Health Concierge and the range of outcomes-based strategies that can be applied to promote efficiency. All employers enduring the hardships of healthcare serve to benefit.

Speakers: Dr. Darren White, DC, CEO, ADURO, Inc.

LEARN SESSION 302 – Prepaid: The New Consumer Access Point for Healthcare

As regulations on health plans increase, efficiency and cost containment, as well as transparency, are becoming even more important.  Once thought of as exclusive to other shopping experiences, prepaid solutions offer a good way to provide consumers with safe and convenient access to the funds that will ultimately help to keep them healthy.  For the unbanked, for the consumer interested in tax-savings, for those seeking convenience and transparency, prepaid cards are increasingly popular solutions to consider.

In this session, employers and employees alike will learn:

  • New prepaid solutions they can leverage as healthcare consumers
  • Advantages of prepaid solutions with MasterCard
  • Value of prepaid solutions to their business

Speakers: Beth Griffin, Global Business Leader – Healthcare and Insurance Global Products and Solutions, MasterCard Worldwide, and Jarett Lettner, Vice President, Product Development and Management, OptumHealth

LEARN SESSION 303 – Shaping Consumer Health Habits through an Intelligent Health Engagement Hub

How organizations support consumers in managing their health and navigating health care is changing. With an amplified focus on “consumerism,” new services that complement and extend health and wellness initiatives are emerging. In this session, learn how applying the same behavior change principles that help consumers adopt healthy lifestyle choices can also drive desired consumer habits – such as the proper utilization of cost transparency, second opinion, treatment decision support, convenience care, telemedicine and onsite services.

The result is a unified, approachable interaction model that actively engages consumers in not only their health, but also their health care consumption.

You will leave this session having:

  • Understood the Do’s and Don’ts of Behavior Change
  • Learned how Health Reform is creating a new opportunity to provide resources to your consumers
  • Discovered how to wrap proven behavior change principles around this new wave of consumer support tools

Speakers: Eric Zimmerman, Chief Marketing Officer, RedBrick Health

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

The Affordable Care Act did more than change the provisions of small group health insurance. The end result is a complete sea change in the way business is conducted for our industry. This workshop panel will discuss the most significant ways procedures have changed and the most effective tools for operating in this new environment, so brokers have current knowledge and increased efficiency to better serve the needs of the client. On completion, participants will understand:

  • The most important ways normal operations have changed
  • Subtle changes that may have gone unnoticed
  • Ways to effectively adapt to the new procedures

Moderator: Donna D. Hill, FLMI, Sales Executive and Compliance Director, E2E Benefit Services Inc.

Speakers: Raymer M. Sale, Jr., President, E2E Benefit Services, Bill Lucas, President, Bill Lucas & Associates Insurance, Randy Mobley, Managing Principal, ResourceSeven

Produced in Conjunction with

CONNECT SESSION 305 – Employer Panel Discussion: Moving to Consumerism – Selling the C-Suite

This session will discuss the challenges to and advantages of selling the C-Suite of your organization on healthcare consumerism strategies. The discussion will start with what you (the audience, so come prepared to contribute) are currently doing, such as how far in advance you are setting new strategies with the C-Suite and how often you are reporting back progress against such strategies to executives. The group will address the challenges of and approaches to selling the executive management team, when they have little knowledge of healthcare itself. Then, after moving forward with healthcare consumerism action plans, how do you continue to garner ongoing support from the C-Suite over time. The session will close with strategies on positioning the future of healthcare within your organizations.
Come prepared with your questions and CONNECT!

Moderator: Jamie Benton, Director of Total Rewards, RaceTrac Petroleum

Panelists: Sam Shallenberger, CFO, RJ Young Company, Inc., Phil Brown, Senior Vice President of Human Resources, Mohawk Industries, Inc, and Dawn M. Bading, Vice President, Human Resources, Kaiser Permanente

Produced in Conjunction with

CONNECT SESSION 306 – ACA Compliance & Strategies Update – Open Discussion

This session’s goal is to give attendees additional time to get their many questions answered on “Health Care Reform and Compliance Issues”. Following his participation as a key panelist from the General Session under the same title, Alston + Bird LLP legal expert John Hickman will field your questions and give you an inside look at the implications of PPACA’s impact on consumer directed health. He will be offering practical, actionable strategies your company can use immediately to be compliant with ACA regulations. The discussion will be directed toward health care reform and compliance issues relevant to attendees. Bring your questions!!!

Speaker: John Hickman, Partner, Alston + Bird LLP

SESSION 307 – Pharmacy Benefit Management: The Value to Employees and Consumers Can Be Significant

The transition is nearly complete – prescription drugs that use to be insignificant in cost and paid for straight from the patient’s own pocket are now paid for by third parties, almost exclusively. The reason – Rx accounts for more than 20% of total health care costs, and is rising. With the almost simultaneous transition to an age of healthcare consumerism, employees / consumers are now responsible for at least a portion of this expense and they are now exposed to a rising personal expense.

Pharmacy Benefit Managers, or PBMs, act as intermediaries between payors, usually insurance companies or large corporations, and everyone else in the health care system. They generally make money through service fees from large customer contracts for processing claims for prescriptions, operating mail-order pharmacies, and negotiating discounts and rebates with pharmacies and drug makers. Until recently, the value of PBMs has been to help their larger clients 1) control and cut pharmacy costs and 2) increase the efficiency of operations, including claims processing and reimbursement management.

PBMs have evolved from processing prescriptions at pharmacies to taking over the entire drug benefit portion of health plans. Today approaching 90% of all Americans get their pharmacy benefits through a PBM. As part of their evolution, the larger PBMs are moving beyond being just administrators and are working to offer new services, such as utilization and disease management, to help clients’ employees manage spending.

Join us and share your thoughts!

Moderator: Susan Hayes, Principal, Pharmacy Outcomes Specialists

Panelists: Candace Davis, Director, Total Rewards, United Stationers Supply Co. Lisa D’Acquisto, CEBS, PHR, Manager, Compensation & Benefits, Rady Children’s Hospital-San Diego, and Zachary French, Chief Sales Officer, Citizens Rx, LLC

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

The fast-growth phenomenon of US domestic medical travel — inter-state to Centers of Excellence (COEs) throughout the country, inbound to the U.S., and outbound to destinations worldwide – is capturing the attention of employers, payers, third party administrators, insurance companies and other intermediaries throughout the world. With the growth of HSAs as well as self-funding, a domestic medical travel benefit is now gaining traction among small, medium and large employer groups.

The United States is now one of the top three destinations worldwide for medical travel, and receives as many as 800,000 international patients seeking help with the most difficult health conditions. As a result, and in the new era of health reforms, Americans are witnessing:

  • Rapid adoption of domestic medical tourism: travel to another state or region within US borders
  • Employer receptivity to introducing a medical travel benefit
  • Consumer willingness to travel to other parts of the United States to access quality care with improved outcomes
  • Increased demand for more cost-effective care that meets budget requirements

There is growing interest among US hospitals, providers and Centers of Excellence to attract foreign patients. Physician-owned ambulatory surgery centers are participating in this growth trend, as well. International patients are often cash-paying customers and emanate from countries where there are significant financial resources but limited healthcare infrastructure or access to quality diagnostics or care.

This session will examine the top volume procedures for medical travel, track the growth of the industry, evaluate the positioning of provider organizations and COEs, and review initiatives by some of the nation’s largest employers to introduce domestic medical travel programs. With the implementation of healthcare exchanges, and amid mounting challenges for balancing quality and cost-savings, this discussion will help conference attendees to evaluate their participation in a medical travel program.

Moderator: Laura Carabello, Principal, CPR Strategic

Panelists: Ruth Coleman, CEO, Health Design Plus, Jason Jones, Vice President, Human Capital Practice, Willis Insurance Services of California, Inc., Jennifer Albers, Director, Mercy Medical Destinations, Spine Center, Pain Management, and Headache Management, Trisha M. Frick-Hoff, MS, RN, Asst. Director, Managed Care Contracting Office of Managed Care Johns Hopkins HealthCare LLC, Anne Meisner, President and Chief Executive Officer, Southeastern Regional Medical Center, Cancer Treatment Centers of America (CTCA)

Track # 4 – Workshops

Friday, May 9th, 2014 • 10:30 a.m. – 11:30 a.m.

LEARN SESSION 401 – Five Strategies for a Sustainable Wellness Program

This presentation is designed to provide HR/Benefits professionals (or managers charged with leading organizational wellness initiatives) five strategies that can provide the blueprint for a successful, sustainable wellness program. Attendees will learn how to develop a program that recognizes the unique characteristics of their organization’s population. In addition, the course will share strategies for gaining critical leadership support and devising a program structure to align with organizational culture and goals. Specific case studies and examples will provide deeper understanding of how these strategies are successfully put into practice for long-term change.

Three Takeaways:

  • Participants will learn about the current corporate wellness environment
  • Participants will learn the primary elements or foundation of a successful wellness program
  • Participants will learn five strategies to develop a sustainable wellness program

Speakers: Jen Piliero, Senior Product Manager, Ceridian LifeWorks

LEARN SESSION 402 – Creating Engaged Healthcare Consumers

Transparency – providing consumers with information on cost and quality of care to lower healthcare costs – has moved from a concept to a mainstream benefit offering.

However, current transparency tools depend on a flawed assumption, a model that we call the “engaged shopping” paradigm. Engagement is assumed, sometimes even an afterthought – why would consumers not choose a less expensive provider? But low engagement is a hallmark of rising healthcare costs and studies keep showing that cost is not a top driver of provider choices.

This session focuses on data innovation and design factors that move transparency tools from sterile information to must-use personal aids powering consumer decisions, which result in better health care choices and behavior trends.

Participants will:

  • Learn how a design centric and behavioral health focus for transparency can drive better healthcare choices and improved access to care.
  • Learn how to increase high performance network utilization and reduce healthcare costs using transparency data innovation and care advocate delivery.
  • Understand why provider transparency has to be more than care shopping

Speakers: Vineet Gulati, CEO, HealthExpense, Matt Dallahan, SVP, Product Strategy, Evolution1, and Bart Bracken, Executive Vice-President, HMC HealthWorks

LEARN SESSION 403 – Designing Price and Quality Transparency for Maximum Engagement and Results

Consumer-driven health care has been around for years, but consumers have lacked the ability to act as rationale buyers. Price and quality transparency has emerged to fill this void and truly empower health care consumers. If you build it, will they come? That depends on how you recognize and incorporate some key principles of behavior change. Learn how effective transparency service design, integration and incentives can make the difference between just another benefit offering and an engine that drives cost savings and plan satisfaction.

The key attributes of transparency design and implementation that will be explored include:

  • Simple – How to minimize confusion and frustration for health care consumers.
  • Measureable – How transparency can pay off for employees and employers.
  • Engaging – The keys to transparency engagement: registration… utilization… behavior change!

Speakers: Mark Agnew, Chief Marketing Officer, ClearCost Health, and James Kobar, Benefits Manager, Avaya

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

There is a surge in popularity of wellness strategies. Once only an initiative for large employers, employee wellness is rapidly growing among employers of all sizes, with the C-Suite now demanding it. This session will provide key components needed in forming, implementing and enhancing wellness programs. Participants will learn various incentives used to engage employees in wellness programs and how to avoid common barriers to successful implementation of wellness initiatives. Regardless of budget or size of your organization, practical ideas will be shared which will help you move your organization toward a healthier and more productive workplace.

Audience takeaways from this session include:

  • By understanding the key motivating factors for employee wellness, you will learn how to encourage both senior leadership and employees to embrace employee wellness.
  • You will discover the hidden costs of not having an employee wellness program.
  • You will hear real-life, current illustrations of how other organizations are implementing employee wellness.

Moderator: Kevin W. Smith, CLU, RHU, Founder, KSA Insurance Agency

Speakers: Jack W. Bruce, Jr., PHR, Chief Operating Officer, BIS Benefits

Produced in Conjunction with

CONNECT SESSION 405 – Learn the Barry-Wehmiller approach to “Organizational Leadership and Inspiring Employee Wellbeing”

As corporate wellness programs have become a healthcare consumerism strategy more employers are providing programs, incentives, etc. for their employees. Best practices, program design, methods of evaluation are all questions sought after in developing an effective wellness offering. And then, with everything in place, engagement still may be lower than desired. How do we engage in a daily practice of healthful living? In this session, learn Barry-Wehmiller’s approach – where wellbeing initiatives are designed for inspiring healthful living.

At the end of the session, attendees will:

  • Understand how organizational leadership can positively impact the health of employees
  • Understand the process of a communication strategy based on inspiration, not information
  • Understand how to align and integrate resources to live to the vision

Moderator: Jack Curtis, Founder & CEO, Corporate Health Partners

Panelists: Jim Hertel, Director, Culture and People Development, Barry-Wehmiller Companies, Inc. and Lexie Dendrinelis, BS, CHPD, Wellbeing Leader, Barry-Wehmiller Companies, Inc.

CONNECT SESSION 406 – New Research Results: Applying Value-Based Insurance Design to High-Deductible Health Plans

Learn about the results of new research that provides insights into whether high deductible health plans (HDHPs) can be tailored so that chronically-ill individuals embrace these plans and save money.  Even though more employers are adjusting their benefit offerings to include HDHPs, chronically-ill individuals are reluctant to enroll in these plans given their higher expected out-of-pocket expense even when an HSA or HRA is attached and partially funded by their employer.  The research developed and priced hypothetical HDHPs that incorporate “value-based insurance design” principles to make such plans more attractive to chronically-ill individuals by reducing cost-sharing for more effective “high-value” services and providers while discouraging the use of low-value services and providers.  For example, modifying a high deductible plan to lower the patient’s out-of-pocket cost for clinically recommended diabetes treatment services has the potential to reduce health complications and overall spending. Maintaining the deductible structure for medical goods and services not affiliated with diabetes management will continue to motivate employees and their families to research and seek high-quality, necessary care. The study was conducted by leading academics at Harvard Medical School and the University of Michigan Center for Value-Based Insurance Design and was sponsored by the Gary and Mary West Health Policy Center.

Speakers: Roy Ramthun, Senior Health Policy Advisor, West Health, Michael Richard (Rick) McKellar, MHSA, Managing Director, Paladin Healthcare Capital

Long before Health Reform as we know it today had been even considered, the shift to consumerism in health, healthcare and health insurance had begun. The health industry in the U.S. is today at the point of a major transition from an employer-driven payor model to an employee-driven consumer model due almost entirely to the meteoric rise in healthcare costs and the resulting strain on employer affordability of the benefit.

Very similar to the shift from pension plans to individual retirement accounts years ago, employers are limiting health benefits to what they can afford by switching from defined benefits inside of health plans that they controlled to defined cash contributions they make to healthcare savings accounts that their employees control. The employee then makes the health insurance purchasing decisions, not the employer.

Yet with the health reform law also a consideration during this time of transition, employers want to not only control costs but remain compliant with federal mandates while still providing their employees good options to acquire value based insurance products. Therefore, private health insurance exchanges, with their defined contribution approaches, represent a significant component of the next generation of solutions, directly involving more and more individual consumers.

Bring your questions for the panel and Share Your Experience!

Moderator: Doug Field, CEO, The Institute for HealthCare Consumerism

Panelists: Gaston H. Gage, Jr., Founder and CEO, Empowered Benefits, LLC, Josh Hilgers, Director of Strategy and Development, VelaPoint, John Barkett, Director of Health Policy Affairs, Exchange Solutions, Towers Watson, and Richard Mann, EVP of Strategic Initiatives, PlanSource

Produced in Conjunction with

SESSION 408 – Employer Panel Discussion: Building Better Consumers of Health Care and Health

Your employees are not children. They want to be treated like adults and make their own decisions regarding their health and health care. However, if they do not have the proper education and decision-support tools they may not be able to make the best choices when it comes to getting care. In this SESSION, employers will discuss some very innovative ways to create more educated consumers of health care. Employers will discuss health management pathways, advocacy resources and enrollment engagement services that have a proven track record within their organizations.

As employees interact with healthcare in different ways, you must deploy different “just in time” strategies to educate and engage them on their own terms. Three things you will learn from this session are:

  • Successful engagement of employees during enrollment.
  • Employee engagement once health conditions are identified.
  • Advocacy and its role in health care decision making.

Active interaction between the panelists and attendees is encouraged! Bring your questions.

Moderator: Lisa Evans, Director of Healthcare, Southwire Company

Panelists: Emily Talley, CEBS, SPHR, Benefits Manager, Tanner Health Systems, Cindi Gatton, Principal, Cynthia R. Gatton & Associates, LLC, Marian Chase, Senior Manager, Global Benefits, Newell Rubbermaid, Andrea Krakower, Manager, Wellness Development and Promotion, Scripps Health

Produced in Conjunction with

Want to become Certified in HealthCare Consumerism (CHCC)?

Learn more about the IHC Certification program and how to take credits at the 2014 IHC FORUM & EXPO toward this designation.

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