2016 Private Exchange FORUM Dallas – General Sessions

Opening General Session

Tuesday, February 23rd, 2016 • 2:00 p.m. – 3:00 p.m.

Is It Worth It? Consultants Analyze the Move to a Private Exchange

Private exchanges promise to be a hub of consumerism that finally leads to the elusive outcomes of improved employee engagement and reduced corporate health costs. However, there are many factors to consider whether a private exchange (and which private exchange) is right for your organization. This expert panel of consultants will help navigate through today’s private exchange maze, providing answers on the tough questions from implementation to communications obstacles to potential pitfalls. They will analyze the numbers from early adopters and investigate whether exchanges are currently delivering on their promise. By the end, you should know if a private exchange is worth it for your organization.

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

Panelists: Barbara Gniewek, Principal, GHRS, PricewaterhouseCoopers; Sean Clem, Vice President, Technology, Marketplace and Engagement Solutions, Pacific Resources; Christian Moreno, Vice President, Lockton Companies, Lockton Dunning Benefits; Joshua Tauber, Strategy Senior Manager, Accenture

Afternoon General Session

Tuesday, February 23rd, 2016 • 3:30 p.m. – 4:30 p.m.

Friendly Feud: Exchange Leaders "Battle" Emerging Players

In this friendly debate on private exchanges, leaders representing the early leaders in private exchanges (per enrollment numbers) will engage with leaders from up-and-coming private exchange innovators. The discussion will follow the format of presidential debates, with questions sometimes being posed from our moderator and in other cases from the audience. Come hear the different approaches that these players are taking with their private exchanges and learn what models or products might be the best fit for your (or your client’s) organization. Engage the players by asking your own questions. Pick a side or just come to learn.

Moderator: John Young, CHCC, CEO, Consumerdriven, LLC, Conference Co-Chair

Panelists: Dan Graovac, Principal, Health Exchange Solutions, Buck Consultants LLC, A Xerox Company; Sherri Bockhorst, Managing Director, Group Exchange, Willis Towers Watson; Jeff Yaniga, Chief Revenue Officer, Maestro Health; William Giaconia, Vice President, Healthcare Strategy, ADP, LLC

Closing General Session

Tuesday, February 23rd, 2016 • 5:00 p.m. – 6:15 p.m.

Rapid Fire Innovation Demos: What’s on the Horizon?

Looking for the latest ideas and products in the employer-sponsored health and benefits world? You have come to the right place. This session showcases the newest innovations on the landscape and how they integrate with the world of private exchanges. Watch participants feature their newest breakthroughs, demonstrating the most innovative, cutting-edge products affecting health and benefits management today.

This is a series of five-minute presentations by the latest innovators in the industry.

Moderators: Meg Murphy, PR and Marketing Associate, Maxwell Health; Ernie Harris, EVP of Business Development, Maestro Health

Presenters: Brian Ridder, Vice President, Healthcare Exchange Business Development, Evolution1; Thomas J. Dimmer, Vice President–Business Development, Individual Markets & Exchanges, Renaissance Dental, Renaissance Life & Health Insurance Company of America; Paul Ford, Founder & Chief Healthcare Engineer, OrchestraRx; Chris Shanahan, VP of Strategic Partnerships, Bravo Wellness; David Holton, Vice President, Private Exchange Business Development and Consumer Sales, HealthPlan Services

Opening General Session

Wednesday, February 24th, 2016 • 8:30 a.m. – 9:45 a.m.

The Dual Role of Health Plans: Selecting Partners and Building Proprietary Exchanges

Given the rapid growth of private exchange enrollment on (primarily) consultant-run platforms, health plans are devising their strategies for how they remain a focal point for health care consumers. According to a report from Deloitte, health plans need a “dual-pronged strategy to play defense against third party-sponsored private exchanges disaggregating and commoditizing their value proposition while also playing offense with a proprietary offering.” This session will analyze the current and upcoming private exchange offerings from some of the nation’s leading health plans and why employers/brokers may prefer this option to a consultant-run or “pure play” exchange. The panelists will also look at strategies for selecting valuable exchange partners where they can include their major medical and voluntary benefits products.

Moderator: Paul Lambdin, Exchanges and Distribution Strategy Practice Leader, Health Plans, Deloitte Consulting LLP

Panelist: Lisa Feddema, Executive Director, Exchange Management, Health Care Service Corporation (HCSC); Meg Woolley, Vice President, Private Exchanges, Cigna

Mid-Morning General Session

Wednesday, February 24th, 2016 • 10:00 a.m. – 11:00 a.m.

Friendly Feud: What the #$@&%*! Should Brokers Be Doing?

This panel discussion will cover all angles of how benefits brokers fit into the private exchange puzzle. In the post-ACA era, there has been considerable debate on the future role of brokers in the employer-sponsored benefits landscape. With a growing number of self-service technologies available, some prognosticators called for the end of the broker. However, it’s now clear the opposite is true: brokers will continue play a major role in this market in the years ahead. Panelists in this general session will delve into the changing role of benefits broker, whether or not they should partner with a private exchange, what qualities they should look for in an exchange partner if they decide to do so and much, much more.

Moderator: Mike Smith, Director of Exchange Solutions, Lockton Benefit Group

Panelists: Scott M. Wood, Principal & CEO, Benefit Commerce Group; Scott Stauffer, Vice President, Group Operations, C.M. Smith Agency; David Goldfarb, Managing Principal, Digital Benefit Advisors

Afternoon General Session

Wednesday, February 24th, 2016 • 1:45 p.m. – 2:45 p.m.

Providing the Right Consumer Experience: Empowering Consumers Beyond Major Medical

Millennials have now taken over as the largest growing component of the U.S. workforce, and they’ve brought their digital age preferences with them. If private exchanges are to be the promised consumer-centric hub for benefits, the technology will have to meet the demands of its users. Beyond enrollment in major medical, employees are looking for other tools like cost/quality transparency, HSA account info, telehealth, wellness incentives, health advocacy and more. They want to navigate benefits in a consumer-friendly, Amazon-like experience. In this informative session, panelists will share how exchanges can expand consumer choices beyond insurance options and how embedding other solutions can create a more robust, more effective consumerism platform.

Moderator: Jody L. Dietel, ACFCI, CAS, Chief Compliance Officer, WageWorks, Inc.

Panelists: Vinay Gidwaney, Chief Product Officer & Co-Founder, Maxwell Health; Heather A. Provino, Chief Executive Officer, Provant

Closing General Session

Wednesday, February 24th, 2016 • 4:30 p.m. – 5:30 p.m.

To Adopt or Not to Adopt: Employers Evaluate Exchanges and Share Experiences

According to a recent survey of employers by the Deloitte Center for Health Solutions, 30 percent of non-adopters say they are interested in moving to private exchanges, and 62 percent say will likely move in the next one to two years. More employers than ever are either jumping on the private exchange bandwagon or are considering it. Before any employer makes the move, though, they must consider all aspects of the transition – what is involved with benefits administration, the cost and effort to switch to a private exchange, the transition and use for their employees – even fee levels for not adopting.

Employers in this general session will share their experiences with and thoughts about private exchanges. They will discuss the positives and potential shortcomings with exchanges, providing attendees with first-hand knowledge they can bring back for use in their organizations.

Moderator: Marianne Fazen, Executive Director, Dallas-Fort Worth Business Group on Health

Panelists: Jamie Benton, Managing Director Compensation & Benefits at Rollins, Inc.; Nancy Kerry, City Manager, South Lake Tahoe; Mark Haerr, Assistant Vice President of Benefits, Dallas Area Rapid Transit (DART)

Want to become Certified in HealthCare Consumerism (CHCC)?

Learn more about the IHC Certification program and how to take credits at the 2015 Private Exchange FORUM & Expo toward this designation.

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