2014 IHC FORUM WEST Workshops

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Register for 2014 FORUM WEST


  • 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

Tuesday, November 11th, 2014 • 10:30 a.m. – 11:30 a.m.

LEARN SESSION 101 – The Future of Private Insurance Exchanges: How the increased demand for self-funded options is redefining the traditional private exchange model

Expanding the definition of a private exchange to accommodate the changing needs of employers has created tremendous opportunity.

Since the Affordable Care Act was passed, a surge of employer interest in self-funded plans has surfaced. Employers simply want choices beyond what the fully-insured plans have to offer—but do self-funded plans and private exchanges work well together? And if so, how? Ernie Harris, EVP of Exchange Solutions at Maestro Healthcare Technology, and David Wierkiewicz, Client Advocate at Human Capital Practice, Willis of Wisconsin Inc., address questions like this and offer insight into this exciting opportunity that is revolutionizing the private exchange market.

During an interactive session with these dynamic co-presenters, attendees will be provided with an overview of current exchange solutions as a precursor to exploring how self-funded products with a turn-key service model will create an entirely new value proposition for 2015 and beyond.

Speakers: Ernie Harris, NPDP, EVP of Exchange Solutions, Maestro Healthcare Technology, David Wierkiewicz, Client Advocate, Human Capital Practice, Willis of Wisconsin, Inc.

Questions? Submit your questions for this Workshop.

LEARN SESSION 102 – You Don’t Have to Wait Five Years: Challenging the Corporate Wellness ROI Myth

Wellness programs are now considered a significant corporate strategy, and are widely used by corporations of all sizes. However, despite their popularity, most wellness programs are not reaching the anticipated financial returns. In fact, recent studies suggest that realizing any return on investment could take from 3 to 5 years. Learn how to design your wellness engagement program to begin managing direct costs within the first six months, and potentially reach a cost-neutral status by the end of the second year.

Learning points included in this session:

  • Uncovering common design flaws
  • Creating faster ROI with 3 surefire strategies
  • Incorporating 2 secret ingredients to enhance wellness program success

Speaker: Don Doster, President, CEO, gBehavior

Questions? Submit your questions for this Workshop.

CONNECT SESSION 103 – 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, SHARE 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

Questions? Submit your questions for this Workshop.

CONNECT SESSION 104 – A Session for Brokers: Best Practices – “A Broker’s Role in Supporting Consumerism and Patient Accountability”

Four of the nation’s top brokers and advisors will deliver a five-to-seven minute update on the ever-changing market and how they are evolving to meet those changes, as well as their clients’ needs. The panel will discuss the impact of exchanges; their involvement with ‘population health’; the emergence of tools to help ‘consumers/employees’ such as ‘transparency solutions’; and more.

An interactive discussion with the attendees and panelists will conclude this CONNECT SESSION. These questions will be explored during the session:

  • Are brokers supporting consumerism because they believe in it or because clients are asking for it?
  • How can brokers convince clients to be more active in promoting patient accountability?
  • What are the best methods you have seen to effectively implement consumerism into groups? We will consider Communication, technology, plan design, incentives, etc.
  • What innovative approaches are carriers bringing to the market?
  • Is the ACA causing employers/plan sponsors to be more aggressive towards their requirements on patient accountability and consumerism?
  • Are you seeing an increase in use of biometric screening and health risk assessments to drive patient and plan behavior? How are your clients using the data?

At the conclusion of this session, brokers will leave with best practices that they can implement now to broaden their role in the health care consumerism movement, which embraces all of these areas.

Moderator: Chris Campbell, Vice President, Health and Benefits Division, Cragin & Pike

Panelists: Barb Vasko, Vice President, Aon Hewitt, Georges Maalouf, Executive Vice President, Brown & Brown Insurance of Nevada, Brad Davis, Certified Employee Benefits Specialist (CEBS), Wraith, Scarlett, and Randolph Insurance Services, and Past President Sacramento chapter, National Association of Health Underwriters (NAHU), Don Cooper, MBA, ACBC, President, TriFlex Corporation

SHARE SESSION 105 – Panel Discussion – Retail Health Clinics 2.0: An In-Depth Discussion of 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 high-quality.

This session will expand on the session from Forum East and delve further into the value proposition for employers and provide case studies detailing the various strategic partnerships between retail clinics and employers. Benefits of these partnerships will be explored and include the divergence from high cost utilization sites such as emergency room departments and chronic disease care management which may reduce the risk of disease exacerbations requiring a higher cost level of care. Panelists will discuss the services offered with a focus on wellness and preventive care and the use of point of care testing and advance technology to increase employee access to care and cost savings.

At the end of the session, attendees will:

  • Understand the different strategic partnerships between retail clinics and employers;
  • Understand the services offered by retail clinics and their impact on employee health and wellness;
  • Understand the innovative technology used by retail clinics to increase employees access to care and cost savings to employees and employers alike.

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

Panelists: Kevin P. McMahon, Director of Urgent Care, Retail Clinics, & FED’s, McKesson Medical & Surgical, Cynthia Graff, CEO, Lindora Clinics

Questions? Submit your questions for this Workshop.

SHARE SESSION 106 – 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: Sander Domaszewicz, Principal, Mercer

Panelists: Lisa Sanders, Director, Compensation & Benefits, McCarthy Building Companies, J. Phil Belcher, Health and Welfare Manager, Eastman Chemical Company, Adam Johnson, Chief Operating Officer, Compass Professional Health Services, Donna Smith, Executive Director, Business Development, FAIR Health, Inc.

Questions? Submit your questions for this Workshop.

Track # 2 – Workshops

Tuesday, November 11th, 2014 • 2:30 p.m. – 3:30 p.m.

LEARN SESSION 201 – Trends Review: Outcomes-based Strategies that Lower Costs, Improve Satisfaction and Increase Productivity

Sniper Focus: Visualize success of reduced cost and greater productivity by focusing your healthcare decisions on outcome assessments and patient satisfaction. Current literature documents musculoskeletal conditions as a lead cause of disability worldwide due to prevalence and economic burden. Mounting evidence suggest that when the first line of treatment is non-invasive care, the cost of care can be significantly lowered. Develop a targeted approach to your benefit strategy by utilization of current trends of clinical and financial outcomes using non-invasive chiropractic services for musculoskeletal issues, such as neck and low back pain. This session will provide focused, targeted and on point evidence to support the consideration of chiropractic services as a trifecta solution: reduced cost, improved patient satisfaction and increased productivity.

Speakers: Dr. Sherry D. McAllister M.S.(Ed), D.C, McAllister Chiropractic, Dr. Ross M. Miller, MD, MPH, Medical Executive, Cerner Corporation

Questions? Submit your questions for this Workshop.

LEARN SESSION 202 – A Case Study on Benefits for the Entire Workforce

“Experience + Analytics: Using Data and Decision Support to Drive HDHP and Wellness Participation”

You’re offering high-deductible health plans but not getting the participation you’d like. You’ve started wellness programs but they’re just rewarding the least at-risk members of your workforce. How do you drive positive participation in these consumer-driven programs without going the full-replacement, "mandatory" participation routes? By marrying your data with decision support tools that make for informed, empowered consumers.

In this session, you will learn

  • What challenges have companies faced when evolving toward consumer-driven health, and what have they employed to respond to the challenges?
  • What is choice architecture and how will it impact the benefits business?
  • How do you access the data you need to unlock the potential and avoid the pitfalls of your self-funded medical insurance model?

Join Shan Fowler and Tom Dugan from Benefitfocus as they speak with Cheryl Hayter, Senior Benefits Analyst of Battelle, a large employer client of Benefitfocus’, about new tools that are unlocking the engagement (and cost-reducing) potential of data and user experience.

Speakers: Shandon Fowler, Director of Product Management for Marketplaces, Benefitfocus, Tom Dugan, Enterprise Architect, Benefitfocus, Cheryl Hayter, Senior Benefits Analyst, Battelle

CONNECT SESSION 203 – ACA Compliance & Strategies Update

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

Questions? Submit your questions for this Workshop.

CONNECT SESSION 204 – Evaluating a Private Exchange: What Should Brokers and Employers Look For?

Whether you are a broker looking to adopt a private exchange strategy for your organization or you are an employer group looking to see if a private exchange presents an opportunity for the way you deliver employee benefits, this is a session you don’t want to miss.

Benefit firms nationwide are facing some tough challenges in determining how they will survive in this new era of distribution. There are those that will be forced to merge or risk closing their doors. And there will be those who align themselves with a strategic partner who can provide the technology solutions needed to compete in this new market.

Organizations looking to control costs, ease the burden of administration and increase the benefits choices offered to their employees in order to retain and attract top talent are taking a hard look at a private exchange. But many are still unsure what differentiates one from the other.

Join us for a lively discussion that will cover what to look for from both a broker and employer perspective. We will attempt to help you simplify the decision making process.

During this session you can expect to learn:

  • Plan Choices and Promoting Consumerism – Giving employees “skin in the game” with multi-plan selection options – but how much is too much?
  • Employee Experience – Making informed decisions about crucial coverage means having the right tools — online tools that streamline the whole process by being intuitive and easy-to-use, from Plan Management, Decision Support, Communication and Resources.
  • Defined Contribution – How flexible is the technology controlling this strategy and is this a long term solution to control costs? Or just a cost shift?
  • Voluntary Benefits – The shift to voluntary products is on the rise. Brokers can learn how to increase cross-selling and employers can enhance their benefits package.
  • ACA Compliance Tools – why you shouldn’t rely on spreadsheets, in-house reporting or manual processes and how an exchange may help.

Speaker: Frank B. Mengert, Partner & Director of Exchange Technology, ebenefit Marketplace

Questions? Submit your questions for this Workshop.

SHARE SESSION 205 – 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 and solutions providers 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: Jill Marie Chapman, Senior Director, Benefits, Office DepotMax, Inc., J. Phil Belcher, Health and Welfare Manager, Eastman Chemical Company, Bryan Pruden, Senior Director, Commercial and Central Operations, Care Innovations

Questions? Submit your questions for this Workshop.

SHARE SESSION 206 – Panel Discussion on TeleHealth: Improving Access Through On-Site Solutions, Telemedicine and Technology

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: Doug Field, CEO, The Institute for HealthCare Consumerism

Panelists: Henry DePhillips, MD, FAAFP, Chief Medical Officer, Teladoc, Inc., Lena Cheng, MD, VP of Medical Affairs, Doctor on Demand, Inc., Greg Strauss, Executive Vice President, MDLIVE, Dr. Peter Antall, Medical Director, American Well

Track # 3 – Workshops

Tuesday, November 11th, 2014 • 3:30 p.m. – 4:30 p.m.

LEARN SESSION 301 – CDH and The Private Marketplace

As ACA employer mandates continue to take effect over the next couple years, many companies are replacing their traditional defined benefits health care plan with more cost-controlled options, including CDH and defined contribution plans. There are a number of different options to consider when structuring this next generation of employee benefits and ensuring employers’ needs to reduce healthcare costs, provide employees with more options, simplify plan administration, and engage and empower members are met. This session will discuss the drivers toward defined contribution models, engagement and member retention challenges, and provide insights into how account-based plans and defined contribution models can be leveraged in both the private and public marketplaces.

Speaker: Nitra LaGrander, Vice President, Strategic Markets, Evolution1

Questions? Submit your questions for this Workshop.

LEARN SESSION 302 – Defined Contribution Health Care — Why Do It, How To Do It and What To Do In Renewal Years

Defined Contribution in a very important development in employee benefits. Why? Improving health is maximized with account based plans, and account based plans are adopted much more frequently in Defined Contribution Strategies in Private Exchanges. Bottom line – Defined Contribution does much more than merely helping employers budget for health care and other benefits. It builds better consumers, and better health.

However, although popular in concept, it is estimated Defined Contribution Health Care is implemented in only 20% of private exchange strategies. Why? Because there is a fair amount of confusion of what it is and how it works.

The fact is, the Defined Contribution concept is still somewhat formless and confusing to employee benefit professionals. And, since the adoption and implementation of anything innovative goes hand-in-hand with a solid understanding and trust in that innovation, confusion is one of the factors creating a hesitation with employers to initiate a Defined Contribution Health strategy.

This Learn Session will unscramble the eggs of Defined Contribution. What it is, What it looks like, How to do it, How Renewal Years are treated. You will hear from an employer, an advisor, a health plan DC pricing actuary, and a technology solution provider – all with a great deal of experience with Defined Contribution Health Care and Private Exchanges.

Moderator: John Young, President, Consumerdriven, LLC, Former Senior Vice President, Consumerism, CIGNA

Panelists: Michelle Murray, Manager of Benefits, Tennant, Jeff Bakke, Chief Strategy Officer, Evolution1, Barb Vasko, Vice President, Aon Hewitt, Rich Sykora, VP & General Manager, Commercial Finance & Underwriting, Medica Health Plans

Questions? Submit your questions for this Workshop.

CONNECT SESSION 303 – 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: Doug Field, CEO, The Institute for HealthCare Consumerism

Panelists: Kathryn Mowry, Employee Benefits and Wellness Manager, Brownstein Hyatt Farber Schreck, LLP, Craft Hayes, Partner and Market Leader, Bernard Health, Lisa Sanders, Director, Compensation & Benefits, McCarthy Building Companies, Jason Jones, Vice President, Human Capital Practice, Willis Insurance Services of California, Inc.

Questions? Submit your questions for this Workshop.

CONNECT SESSION 304 – A Panel Discussion on US Domestic Medical Travel: The Opportunities and Challenges for Self-Insured Employers

While international medical travel has been highly publicized over the past several years, domestic medical travel has been more quietly gaining traction among a growing number of self-insured employers. This session will explore the latest trends in domestic medical travel and what employers need to consider when evaluating whether to incorporate this strategy as part of their health plans.

Three industry experts articulate the value of domestic medical travel benefits as an essential element of an employer’s benefit plan portfolio. Laura Carabello, Editor and Publisher of www.USDomesticMedicalTravel.com, will speak regarding industry trends and employer expectations for quality care. Additionally, the leaders at the City of Las Vegas — Cheryl Smith (Medical & Wellness Tourism Manager, Las Vegas Convention and Visitors Authority) and Doug Geinzer (Chief Executive Officer, HEALS) will share their plans to capture market share.

Moderator: Laura Carabello, Principal, CPR Strategic

Panelists: Cheryl Smith, Medical & Wellness Tourism Manager, Las Vegas Convention and Visitors Authority, Douglas T. Geinzer, Chief Executive Officer, HEALS, Joyce Malaskovitz, PhD, RN, CDE, Director of Health and Wellness, Desert Springs Hospital

SHARE SESSION 305 – Employer Panel: Employee Engagement and the Importance of Good Employer Communications

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? 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. Once defined, how do employers encourage higher levels of engagement? What messages do they deliver to successfully encourage and empower consumerism skills?

In this session, Wendy Lynch, 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. Additionally, representatives from several employer organizations will showcase how they successfully communicate with their employees to promote higher levels of engagement.

Moderator: Dr. Wendy Lynch, Director, Center for Consumer Choice in Health Care, Altarum Institute

Panelists: Sheila Viswanathan, EdD, RD, Manager, Health Education and Research, Safeway Inc., Jeff Noordhoek, Chief Executive Officer, Nelnet, Inc., Bob Merberg, Wellness Program Manager, Paychex, Inc.

Questions? Submit your questions for this Workshop.

SHARE SESSION 306 – 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 SHARE SESSION, employers and solutions providers alike 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. Solution providers will discuss the latest techniques and technologies that can be used to engage consumers and make shopping for health and healthcare services a more powerful, rewarding and easier experience.

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. Four 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.
  • Tools that make engagement easier.

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

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

Panelists: Jennifer Jung, Director of Benefits, Bridgepoint Education, Valerie Murzl, Senior Vice President of Human Resources/Training, Station Casinos LLC, Marcee I. Chmait, President, Spendwell Health, Susan Pippin, Senior Director, Employee Communications, Castlight Health, Panpan Wang, Director of Partnerships, Jiff

Questions? Submit your questions for this Workshop.

Track # 4 – Workshops

Wednesday, November 12th, 2014 • 11:00 a.m. – 12:00 noon.

LEARN SESSION 401 – Health Care Consumerism, Wellness, Incentives and Engagement Strategies CAN Create a Culture of Healthy, Happy and High Performing People

One of the biggest challenges to wellness is getting high participation and then maintaining high levels of positive engagement and accountability year after year. Come hear how Union Bank & Trust (UBT) has pushed the envelope on incentives, health management initiatives, outcome based approaches and communication strategies that marry health and wellbeing with the company culture in unexpected ways.

UBT started the program in 2008 with the early adoption of mandating biometrics for benefits eligibility and launched their first High Deductible Plan integrated with wellness in 2010. The engagement and cost savings results were astounding, but UBT needed to evolve the program to keep this alive. Today, wellness and informed healthcare consumerism is an integral part of their company culture. UBT has maintained 100% participation in biometric screenings for health plan participants and engages over 75% of the entire population in the wellness programs. Come hear their results – how associates have reduced tobacco use, improved cholesterol and blood sugar levels, bettered their BMIs, and reduced overall risk factors.

This session will take you on a deep dive on their journey and showcase how they continually evolve and expand the program to grow and sustain their culture of wellness. They have a total associate engagement model that leverages the latest consumer technologies, onsite programs and health clinics as well as telephonic and gamification strategies. However, the underpinnings of their success has been and will always be the visible and engaged leadership, culturally relevant incentive design and marketing and branding strategy.

Key Learning Objectives

  1. Identify the Key Elements of Building an Informed Healthcare Consumer Population
  2. Understand how to move from a Participation based wellness program to Results-based wellness program with zero disruption
  3. Deliver comprehensive measurement & evaluation that yields meaningful results


Colleen M. Reilly, MBA/MSM, President, Total Well-Being, and Chad Thies, MS, Senior Vice President of Human Resources, Union Bank & Trust

Questions? Submit your questions for this Workshop.

LEARN SESSION 402 – How to Attain the Highest Level of Health and Well-Being (without the risk of legal action)

For years, superior productivity has given American business an edge on competition. But, as productivity diminishes and healthcare costs inflate, employers are investing in health promotion. Yet, rising legal hazards and employee morale issues of wellness programs are alarming employers. Discover a comprehensive and integrated health promotion solution that engages employees in the highest level of health and well-being and delivers improved productivity and reduced healthcare cost exposure to employers… without the unpleasant downsides!

Learning points included in this session:

  • Wellness incentive programs were solution 1.0 to address health promotion, but they now pose the dilemma of balancing the good with the bad.
  • Like treating illness, health promotion is best when it is done face-to-face by professional clinicians trained in the TTM health behavior change method.
  • Worksite healthcare delivers superior patient engagement, continuity of care and behavioral change leading to healthier, more productive employees.

Speaker: R. John Kaegi, Harvard-Kennedy School Healthcare Reform think-tank; Chief Strategist, Healthstat, Inc.

Questions? Submit your questions for this Workshop.

CONNECT SESSION 403 – 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.

Speaker: Roy Ramthun, Senior Director, West Health Policy Center

Questions? Submit your questions for this Workshop.

CONNECT SESSION 404 – The Impact of Healthcare Consumerism Initiatives on Supplemental Health Care Benefits & the Resulting Latest Trends for 2014

Supplemental Health Benefits (SHB) is playing an increasingly prominent role in helping employees meet their health care needs and contributing to overall financial wellness. In addition to augmenting employers’ core health care programs, SHB programs help to reduce employee health care costs while offering the opportunity for employees to customize their benefits for their particular circumstances. At the same time, SHB programs are making an increasingly positive contribution to employer profitability by reducing companies’ health care costs. Thus, (SHB) provide a win-win for both employees and employers.

Next to the continuing saga on health care reform itself, one of the biggest stories in 2014 around employee benefits is the movement that traditional and non-traditional voluntary benefits are making toward the forefront of the benefits package that employers will offer this year. Specifically, trends in SHB for 2014 include:

  1. Voluntary benefits will be indispensable.
  2. Employees want an array of voluntary benefits that meet their diverse needs.
  3. Non-traditional voluntary benefits will become more main stream.
  4. Employers will add more financial wellness benefits to their voluntary benefit offerings.
  5. Non-traditional voluntary benefits will continue to diversify.

This session will engage an expert panel from among many of the foremost insurance providers. The discussion will center on supplemental health, these trends, and the ongoing impact of healthcare consumerism on changing the benefits industry.

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

Panelists: Carlos Ferrera, Chief Operating Officer, Solstice Benefits and the Solstice Marketplace, Thomas J. Dimmer, Vice President–Business Development, Individual Markets & Exchanges, Renaissance Dental, Renaissance Life & Health Insurance Company of America, Diana M. Andersen, Executive VP & Corporate Benefits Director, Zions Bancorporation

SESSION 405 – Leading Experts on Private Exchanges Discuss the Models, the Current Experiences and What is Coming for 2015, Including Updates on Public Exchanges

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: Bob Gaydos, Vice President, Strategic Partnerships, Maxwell Health, Shandon Fowler, Director of Product Management for Marketplaces, Benefitfocus, George K. Reese, III CLU CFCI REBC RHU, President & CEO, Employee Navigator, LLC., Rob Butler, CEO, Maestro Healthcare Technologies, Nancy Vasta, Business Lead, Proprietary Retail Exchange, Cigna

Questions? Submit your questions for this Workshop.

SESSION 406 – Expert Panel: The Next Generation of Health Savings Accounts, Sponsored by ABA HSA Council

Health Savings Accounts are experiencing a renewed acceleration of growth, having survived the threat of health reform; they are now thriving as employers embrace a growing body of evidence of substantial cost savings and improved health engagement and move toward full replacement HSA programs and private exchange strategies.

This session will help employers, brokers, health plans to manage this critical component by addressing the latest trends in the dynamic Health Savings Account market as leading HSA administrators invest in improved consumer experience, health plan connections pivot, and smaller players bring innovative new ideas. Our moderator, Todd Berkley, President of HSA Consulting Services, has written extensively about the Next Generation of HSAs and on the explosive growth opportunities presented by the rise of Private and Public Exchanges.

Our panelists will explore several areas of emerging innovation to create a true consumer HSA experience:

  • Anytime, anywhere convenience features including claims crossover options, trustee transfer services, mobile access, and other modern banking innovations.
  • Consumer education regarding the CDH experience and how the health savings account affords unparalleled convenience, tax advantage, and saving for the future.
  • Investment options and advice to assist the average HSA consumer cross the threshold to true investment capabilities
  • Receipt Management and IRS Audit Support to help consumers manage health spending inside and outside the account and prepare to prove what they spent if audited.
  • Improved Reporting and Best Practice Support to assist employers and brokers to build successful HSA programs.
  • Connections to health services such as Wellness and Prevention and to understand health care options and costs

Moderator: Todd Berkley, President, HSA Consulting Services, LLC

Panelists: Arjun Sandhu, Vice President, HSA Product Management, Optum, William J. West Jr., M.D., Senior Vice President, Business Development, HealthEquity, Abbygayl George, Director, Health Solutions Product Management, Fidelity Investments, Patricia J. Chouanard-McAdam, Senior Vice President / Manager of Product Management and Marketing, Health Benefit Services, Wells Fargo

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