2016 Private Exchange FORUM Dallas – Panelists and Speaker Profiles

Opening General Session – Day One

Doug Field

Doug Field

CEO, The Institute for HealthCare Consumerism

Conference Opening Welcome

Moderator: Opening General Session – Day One, Isf It Worth It? Consultants Analyze the Move to a Private Exchange

Workshop 104: Decision Support and Engagement: Helping Employees "Right-size" Benefits Selection

Workshop 202: What to Put on the Shelf? Supplemental Health Benefit Considerations

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

Conference Co-Chairs


Ron Bachman

Ronald E. Bachman FSA, MAAA, CHCC

Chairman, Editorial Advisory Board, The Institute for HealthCare Consumerism

Pre-Conference: IHC University Course on Health Care Consumerism

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

John Young, CHCC

John Young, CHCC

Conference Co-Chair, CEO, Consumerdriven, LLC

Moderator: Afternoon General Session – Day One, Friendly Feud: Exchange Leaders "Battle" Emerging Players

Workshop 103: Defined Contribution Health Care: A Hands-on Workshop

Workshop 201: Retiree Health Care and Private Exchanges: Key Considerations

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

Ernie Harris

Ernie Harris, NPDP

EVP of Business Development, Maestro Health

Moderator: Closing General Session – Day One, Rapid Fire Innovation Demos: What’s on the Horizon?

Workshop 101: Health Management: Crucial to Private Exchange Success?

Workshop 205: Private Exchanges for the Middle Market: A Rapidly Emerging Area

Ernie Harris is the Executive Vice President of Business Development for Maestro Health. Prior to joining Maestro, Ernie served as the General Manager for Alegeus Technologies exchange business unit. Over the course of his 25-year career Ernie has been at the heart of transformation in several industries. In 1995 while at Baltimore Gas & Electric he built one of the first turn-key managed desktop solutions responsible for maintaining more than 10,000 nodes. During the early 2000’s Ernie worked with TDAmeritrade to build one of the first global real-time data streaming services capable of distributing trillions of messages to millions of users concurrently.

Today Ernie divides his time between evangelizing the virtues of the online benefits marketplace to insurers, brokers, TPAs, employers and individuals and working with those same constituents to define and deploy an industry leading solution that meets the needs of all in a single platform. He is a proud graduate of the University of Maryland where he earned a degree in Computer Science, an avid off-road enthusiast and an active member in his community helping to support organizations that protect the environment.

Pre-Conference

Barbara Gniewek

Barbara Gniewek

Principal, GHRS, PricewaterhouseCoopers

Pre-Conference: The ABCs of Private Exchanges: An Introductory Crash Course

Panelist: Opening General Session – Day One, Is It Worth It? Consultants Analyze the Move to a Private Exchange

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

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

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

Jonathan Har-Even

Jonathan Har-Even

Consultant, GHRS, PricewaterhouseCoopers

Pre-Conference: The ABCs of Private Exchanges: An Introductory Crash Course

Jonathan Har-Even is a consultant in PwC’s Global Human Resources Services practice where he advises employers and investors on health and welfare benefits with a specific focus on Private Exchanges. Since joining PwC, Jonathan has managed several Private Exchange RFP projects. In addition to direct employer and transaction-related work, he helps manage the Private Exchange Evaluation Collaborative. Previously, Jonathan served in a healthcare advisory and business development role where he performed analysis on healthcare markets and sub-sectors, employer benefits and new care delivery and procurement models. He also spent several years at large benefits consulting firms. Jonathan started his career working for the head of Human Resources at NYU. He earned a B.A. from Skidmore College and an MPA in Health Management from New York University.

David A. Osterndorf, FSA

David A. Osterndorf, FSA

Partner and Chief Actuary, Health Exchange Resources (HER)

Pre-Conference: Private Exchange Experts: An Advanced Analysis

Workshop 103: Defined Contribution Health Care: A Hands-on Workshop

Dave is a Partner and Chief Actuary at HER, providing strategic advice and quantitative analysis on all facets of the health insurance exchange (HIX) market place. Dave brings over 30 years of experience in employer-sponsored health care, including design, implementation and ongoing financial management expertise associated with comprehensive employer health strategies for both active and retired employees. Dave has worked extensively in the HIX space, having been heavily involved with companies that were some of the earliest adopters of this strategy and was recently in a lead role designing and operationalizing one of the largest private exchanges for active employees.

Prior to HER, Dave worked for Towers Watson/Towers Perrin, including serving in a role as the firm’s Chief Health Actuary for many years. He had previously worked at two other consulting firms and at Aetna Life and Casualty in their health insurance operation.

Dave is an acknowledged industry leader and frequent speaker at programs sponsored by organizations such as the Conference Board, the International Foundation of Employee Benefit Plans and the Society of Actuaries. Dave is a member of the Patient Centered Outcomes Research Institute (PCORI) workgroup on High Deductible Health Plans. He is quoted frequently in the trade and business press including USA Today, the New York Times, Business Insurance and many others.

In addition, Dave was appointed to the Department of Defense Board of Actuaries for the Medicare-Eligible Retiree Health Care Fund in 2010. He holds a BS-Honors degree in Mathematics from the University of Wisconsin-Milwaukee and is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.

Jennie Korth

Jennie Korth

Partner and Co-Founder, Health Exchange Resources (HER)

Pre-Conference: Private Exchange Experts: An Advanced Analysis

Jennie is a Partner and Co-Founder of HER, providing strategic consulting support and “hands on” implementation support to organizations seeking to evaluate, design, source and/or implement health insurance exchange (HIX) solutions. Jennie brings over 16 years of experience with employer-sponsored health care programs, having worked with dozens of Fortune 500 firms on comprehensive program design and strategy, including 8 years dedicated to employer-based HIX strategies. She has collaborated with over 40 employers and exchange operators to successfully transition more than 150,000 individuals from traditional group-sponsored plans into the new HIX space. Jennie’s “in-the-trenches” expertise, combined with her dedication to operational excellence, have made her a trusted advisor and key resource to employers struggling to find clarity in the rapidly changing world of health care benefits.

Prior to co-founding Health Exchange Resources, Jennie spent eight years at Towers Watson (formerly Towers Perrin) as a Principal in their Health and Group Benefits consulting practice. In this role, she served as strategic advisor to numerous mid and large-size employers across a wide spectrum of active and retiree health care issues, including plan design optimization, plan/vendor management, cost management and pricing, and wellness/incentive program design. In 2008, she co-founded the organization’s Retiree Medical Transition Solutions (RMTS) business, which focuses on consulting to employers specifically on health care outsourcing opportunities and partnerships with insurance exchanges. Jennie served as a member of the RMTS leadership team with responsibilities for managing the Exchange partnerships, the design and management of RMTS client operations, and served as a national HIX subject matter expert for Towers Watson consultants and clients.

Prior to Towers Watson, Jennie worked as a Senior Benefits Analyst for Johnson Controls, where she was actively involved in all facets of managing a broad portfolio of group health plans for active employees and retirees. In working for a large corporation, Jennie gained valuable inside knowledge of employer health care programs and challenges – insights which she has been able to effectively leverage in her consulting career.

Jennie graduated with highest honors from Western Michigan University where she earned a Bachelor of Business Administration (B.B.A.) degree in Finance. She is a frequent speaker at industry conferences and is a licensed health and life insurance agent in Wisconsin.


Don Cooper, MBA, ACBC, CHCC

Don Cooper, MBA, ACBC, CHCC

President, TriFlex Corporation

Pre-Conference: IHC University Course on Health Care Consumerism

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

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

Opening General Session – Day One


Sean Clem

Sean Clem

Vice President, Technology, Marketplace and Engagement Solutions, Pacific Resources

Panelist: Opening General Session – Day One, Is It Worth It? Consultants Analyze the Move to a Private Exchange

Sean Clem is responsible for overseeing the vetting and implementation of new technology, marketplace (exchange) and consumer engagement solutions. Sean joined Pacific Resources from Aon Hewitt, where he spent more than 14 years consulting on a variety of employee benefits topics and working in a number of areas including benefits plan design, pricing, contributions, union bargaining, Medicare Part D, health care exchanges and benefits administration.

Most recently Sean was a Vice President in the Health and Benefits Practice at Aon Hewitt’s Chicago office. During his time with Aon Hewitt, he worked on multiple Fortune 25 clients. As the Practice Revenue Manager for the New England, New York and Chicago markets, he was responsible for over $38M in revenue annually. Prior to his work in the Health and Benefits practice, Sean was part of Aon Hewitt’s Outsourcing Practice, where he worked on many Aon Hewitt internal process control projects and he created significant process and technology efficiencies. Sean’s experience prior to joining Aon Hewitt (Hewitt Associates) includes roles in the pharmaceutical and pre-hospital clinical setting and serving as a director of data management and technology at Indiana University. Sean holds an A.S. in Emergency Medical Science from Fayetteville Technical Community College and a B.A. in Criminal Justice from Indiana University.

Christian Moreno

Christian Moreno

Vice President, Lockton Companies, Lockton Dunning Benefits

Panelist: Opening General Session – Day One, Is It Worth It? Consultants Analyze the Move to a Private Exchange

Christian Moreno is an expert in health and welfare plans for mid – large size employers. With more than 18-years of specialized industry experience, he has both implemented exchanges – and assisted employer exits from them over the most recent years of his career. He speaks frequently to human resource professionals and corporate financial managers throughout the United States on a wide range of topics.

In 2006, Christian co-founded Health at Work Wellness Actuaries LLC, an actuarial and health and welfare consulting firm. Following the 2007 purchase of Health at Work Wellness Actuaries by Cooper Aerobics Center, Christian served as vice president, executive director and practice leader of Cooper Benefits. In his role, he developed the business model for innovative consulting for Cooper Aerobics Center’s entrance into group employee benefits consulting; and led the practice until 2011.

Early in his career, Christian gained international experience working with NMG Consultants and Actuaries in South Africa and Southeast Asia where he implemented consumer-driven health plans (CDHPs) and wellness solutions for employers well before the launch of similar insurance models in the United States. Christian went on to implement some of the first CDHPs in the United States. Together, these positions laid the foundation for the consulting methodology Christian employs today.

Christian holds a Bachelor of Science degree in finance from Duquesne University in Pennsylvania. He frequently serves as a subject matter expert and source for local and national publications. He serves on the Board of Directors for Junior Achievement of North Texas and lives in Richardson TX with his wife and 3 children.

Joshua Tauber

Joshua Tauber

Strategy Senior Manager, Accenture

Panelist: Opening General Session – Day One, Is It Worth It? Consultants Analyze the Move to a Private Exchange

Josh is an Accenture Strategy Senior Manager working in the Health and Public Service practice. He has developed and executed growth strategies for payers, providers, and public health organizations to build new capabilities, enhance collaboration, and navigate reform.

Josh has focused his consulting work on insurance sales and marketing, distribution, and enrollment. His clients include a variety of leading public and private health insurance exchange sponsors, carriers and technology providers. He also has responsibility for Accenture’s market-leading research series that has been highlighted by the Harvard Business Review and Wall Street Journal.

Josh earned both his MBA and BS in Applied Economics from Cornell University.

Opening Keynote Panel – Day One


Dan Graovac

Dan Graovac

Principal, Health Exchange Solutions, Buck Consultants LLC, A Xerox Company

Panelist: Afternoon General Session – Day One, Friendly Feud: Exchange Leaders "Battle" Emerging Players

Dan Graovac is a Principal in the Health and Productivity practice at Buck Consultants and is currently focused on the strategy and evolution of RightOpt, Buck’s private health insurance exchange. Dan has more than 15 years of experience in health and welfare benefit plan consulting with a primary focus on strategy, data analytics, and wellness. He received his Bachelor’s degree in Biology from the University of Rochester and his Masters in Health Services Administration from the University of Michigan. On a more personal note, Dan is an accomplished Ironman Triathlete and professionally coaches aspiring and experienced athletes to become successful triathletes and distance runners.

Sherri Bockhorst

Sherri Bockhorst

Managing Director, Group Exchange, Willis Towers Watson

Panelist: Afternoon General Session – Day One, Friendly Feud: Exchange Leaders "Battle" Emerging Players

Sherri Bockhorst is a managing director for Willis Towers Watson’s Group Exchange business. With over 20 years of experience working for both health insurers and professional services firms, Sherri has acquired considerable knowledge and expertise in employee benefit strategy, health care delivery and consumer engagement. She began her career as an actuary working in product development for small group health plans and then joined a professional services firm to focus on data analytics. This background has afforded Sherri the opportunity to work with both the Human Resource and Finance teams of many Fortune 1000 companies to determine strategies in the areas of cost containment, vendor efficiency, labor negotiations, health engagement and now health reform.

Before rejoining Willis Towers Watson, Sherri led the launch of the private exchange solution offered by Buck Consultants at Xerox. With Sherri’s experience and leadership in the development of the exchange industry, she will continue to help Willis Towers Watson drive innovation and outcomes to better support the needs of clients, employees and families.

Sherri is a graduate of Maryville University with a B.S. in actuarial science, and holds an M.B.A. from Washington University in St. Louis.

Jeff Yaniga

Jeff Yaniga

Chief Revenue Officer, Maestro Health

Panelist: Afternoon General Session – Day One, Friendly Feud: Exchange Leaders "Battle" Emerging Players

Currently serving as our Chief Revenue Officer, Jeff Yaniga architects Maestro’s business development, innovation and company growth. With his invaluable private exchange implementation “know-how,” he is an invaluable asset to our team. Over the past few years, Jeff has become a well-known thought leader in the private exchange space—speaking at over 30 conferences. As a trusted source in the industry, Jeff’s knowledge and experience is leading the next generation of private exchange implementation.

His impressive resume includes the development and implementation of shopping and enrollment solutions for key industry brands, such as Aon, Aetna, Cigna, Walgreens and Wal-Mart.

For nearly 5 years, Jeff held a variety of leadership roles at Connecture, most recently Vice President of Private Exchange. Pioneering sales and account management, Jeff contributed to growth and development of this newly formed division.

Prior to Connecture, Jeff worked as Business Development Executive at Pitney Bowes Management Services. Serving the Pharmaceutical, Managed Care and Higher Education industries, he led teams in the development of critical communications and held a seat on Pitney Bowes Social Media steering committee.

Maestro welcomed Jeff to the team in January of 2015 as Executive Vice President of Exchange Solutions before assuming his current role as Chief Revenue Officer. Jeff has also been named one of Maestro Health’s “Exchange Gurus.”

William Giaconia

William Giaconia

Vice President, Healthcare Strategy, ADP, LLC

Panelist: Afternoon General Session – Day One, Friendly Feud: Exchange Leaders "Battle" Emerging Players

William serves as Vice President, Healthcare Strategy, where he is charged with understanding the evolving healthcare landscape, determining opportunities, and germinating related new businesses. Focus areas have been related to ACA compliance, consumerism, and private exchanges – all in the context of integrated human capital management.

Prior to joining ADP, William was Vice President, Consumerism Products at Cigna. Over 11 years, he led Strategy, Product, and Marketing for Cigna’s CDHP, Economic Incentives, Dental and Vision Products. Finally, he led initiatives to transform the end-consumer’s experience, and Cigna’s early private exchange strategy and product development.

Prior to that, he was a Brand Manager in the consumer products industry with Unilever, and began his career as a Management Consultant with Accenture.

William earned a BS in Business Administration from Bryant University, and an MBA from Vanderbilt University.

Closing General Session – Day One

Meg Murphy

Meg Murphy

PR and Marketing Associate, Maxwell Health

Moderator: Closing General Session – Day One, Rapid Fire Innovation Demos: What’s on the Horizon?

As Maxwell’s PR and Marketing Associate, Meg is passionate about branding, buzz, and sharing Maxwell’s mission with the world.

She joins Maxwell from the content marketing team at the Aberdeen Group, where she served as a writer and editor. Her professional background includes event coordination, social media management, and content marketing. Prior to Aberdeen, Meg was also the social media manager at the Nantucket Triathlon and blogger for Nantucket Blackbook.

Originally hailing from Suffield, CT, Meg graduated from Bates College, where her passion for events and public relations began. There, she founded Bates Night in Town, a vibrant arts crawl in downtown Lewiston, Maine. New to the Boston area, Meg lives in the North End and spends her weekends running and exploring Boston’s best food, music, and sports scenes. She is currently struggling to decide who makes the best cannoli in town.

Brian Ridder

Brian Ridder

Vice President, Healthcare Exchange Business Development, Evolution1

Presenter: Closing General Session – Day One, Rapid Fire Innovation Demos: What’s on the Horizon?

Brian Ridder joined Benaissance in 2011 as Vice President of Business Development. Prior to joining Benaissance, he spent 20 years in the payments industry working for the nation’s largest privately-held bank, First National Bank of Omaha. During his tenure at First National, he served as Senior Vice President of Operations, Customer Management and Business Development of First National Merchant Solutions-the nation’s tenth largest payment processor. Through these roles, Brian oversaw product development–launching over 60 new products and upgrades, clearing and settlement of daily credit, debit and ACH payments to over 400,000 merchant locations for nearly $80 billion annually, and led a 230-person, multi-channel sales team responsible for securing and retaining customer relationships.

Since joining Benaissance, Brian has applied his sales, account management, operations, and leadership skill set to maintain an aggressive revenue growth course for Benaissance while growing the business development team. In 2013, his team significantly grew the Benaissance COBRApoint business and secured health plan, platform vendor, systems integrator, and state government contracts for the company’s SaaS solution specific to healthcare exchanges, ExchangePoint. He and his team doubled the company’s year-end revenues and continue to close new contracts with benefit administrators, health plans, and exchange decision makers—to support the premium billing and payment needs of millions of consumers, nationwide.

Brian graduated from Nebraska Wesleyan University and received a Masters in Economics and a MBA from the University of Nebraska – Omaha. He is a payment processing industry advocate who has chaired multiple industry committees, written white papers on the payment landscape, and speaks to national organizations on premium billing and payment collection in the evolving health insurance marketplace.

Thomas J. Dimmer

Thomas J. Dimmer

Vice President–Business Development, Individual Markets & Exchanges, Renaissance Dental, Renaissance Life & Health Insurance Company of America

Presenter: Closing General Session – Day One, Rapid Fire Innovation Demos: What’s on the Horizon?

Workshop 201: Retiree Health Care and Private Exchanges: Key Considerations

As one of the most successful sales executives working in the dental benefits industry, Tom placed as a finalist for best dental sales representative in the United States by Employee Benefit Advisor magazine in 2008. Today, Tom oversees Renaissance Dental’s national individual sales division and new business development efforts. As an accomplished sales leader, Tom thrives at building meaningful partnerships with the nation’s largest private healthcare exchange platforms to market individual dental product solutions. Tom has found great success in creating marketing niches in the B2B2C world and thanks to his efforts the Renaissance Dental brand is online and selling nationally, well ahead of the curve and ready for 2014.

Paul Ford

Paul Ford

Founder & CEO of OrchestraRx

Presenter: Closing General Session – Day One, Rapid Fire Innovation Demos: What’s on the Horizon?

Paul Ford offers well over a decade of experience in the healthcare insurance and benefits industry, and currently serves as the Founder and Chief Executive Officer of OrchestraRx, a transparent, consumer-driven Pharmacy Benefit Management (PBM) company. Prior to launching OrchestraRx, Paul was Managing Principal of Qloud Health, a healthcare technology advisory firm advising early stage healthcare technology companies that are at the forefront of innovation, helping to build solutions to curb healthcare spending and more effectively manage and analyze massive volumes of patient data.

Paul presently leads OrchestraRx, an emerging, innovative PBM helping employers, plans and consumers reduce rising prescription drug cost, utilization and improving member health through consumer & plan transparency, industry leading health management programs, and the best technology in the industry to accomplish what other PBMs say can’t be done.

Chris Shanahan

Chris Shanahan

VP of Strategic Partnerships, Bravo Wellness

Presenter: Closing General Session – Day One, Rapid Fire Innovation Demos: What’s on the Horizon?

Workshop 101: Health Management: Crucial to Private Exchange Success?

Chris Shanahan joined Bravo Wellness in 2009 as Regional Sales Director after a thriving career in the wine & spirits and financial services industries. His unique skill set in building strategic partnerships and thinking outside of the box has led to success in many undeveloped markets for Bravo, earning him a new title in 2015 as Vice President of Strategic Partnerships.

Chris is a natural at fostering relationships. His ability to easily connect with people and identify solutions for their needs allows him to serve as a resource for many brokers, insurance carriers and corporate management teams. Chris demonstrates his expertise and commitment to service with each business development interaction and has a passion for presenting innovative cost-saving solutions to employers and carriers alike.

About Bravo Wellness – Bravo Wellness has been a pioneer in outcomes-based wellness plan design, administration and compliance architecture. Born from our team’s expertise within the insurance market, Bravo has lead the industry through our technology platform’s ability to blend with any health plan design and administer results-oriented solutions.

For more information, contact Chris at 440.292.7301 or at chrisshanahan@bravowell.com.

David Holton

David Holton

Vice President, Private Exchange Business Development and Consumer Sales, HealthPlan Services

Presenter: Closing General Session – Day One, Rapid Fire Innovation Demos: What’s on the Horizon?

David has a long history of leading effective teams for major organizations that represent a variety of industries including retail, security products and contact center outsourcing. David joined HealthPlan Services in 2011, bringing his direct-to-consumer knowledge, and was instrumental in launching benefit crossroads and MyConsumerLink in 2013. In his current role he is the head of business development for Private Exchanges.

Opening General Session – Day Two


Paul Lambdin

Paul Lambdin

Exchanges and Distribution Strategy Practice Leader, Health Plans, Deloitte Consulting LLP

Moderator: Opening General Session – Day Two, The Dual Role of Health Plans: Selecting Partners and Building Proprietary Exchanges

Paul is Deloitte’s leader of the Exchanges (both Public and Private) and Distribution Strategy Practice for the Health Plan Sector. His work centers on preparing health plans for strategic, market, and operational exchange readiness, including the capabilities to serve the consumer more effectively. He is also a thought leader in distribution strategy, focusing on growth strategy in the era of health care reform. Recent engagements have included repositioning for success in the public exchange market, health plan proprietary private exchange design, producer segmentation, and retail business and distribution strategy. His clients span from single state not for profits to national carriers.

Paul joined Deloitte Consulting as a Strategy & Operations director in 2010 after more than twenty-five years in the insurance and health plan industries. Prior to Deloitte, Paul led a multi-billion dollar regional health plan, comprised of commercial, Medicare, and Medicaid lines of business. Previously, Paul led distribution and business development for the middle market segment of a national, for profit health plan company.

Paul has an MBA from New York University, Stern School of Business and a BA from Yale University. Active in his community in New Canaan, Connecticut, he currently serves as the vice chairman of the board of Silver Hill Hospital, an independent, not-for-profit, psychiatric hospital.

Lisa Feddema

Lisa Feddema

Executive Director, Exchange Management, Health Care Service Corporation (HCSC)

Panelist: Opening General Session – Day Two, The Dual Role of Health Plans: Selecting Partners and Building Proprietary Exchanges

Lisa Feddema joined Health Care Service Corporation in 2002. She currently leads the private exchange management division for Blue Cross and Blue Shield of Illinois, Texas, Oklahoma, New Mexico, and Montana. Her role as Director of Exchange Management includes developing, implementing, and optimizing HCSC’s strategy for private exchange business on both consultant-sponsored private exchanges as well as HCSC’s proprietary exchange offering – Blue Directions.

Prior to her current role, Lisa served as Chief of Staff for the Office of the Chief Medical Officer and Retail Markets Division. Lisa also spent eight years in National/Major Accounts for the BCBSIL plan. As Strategic Account Executive, Lisa managed complex National/Major accounts with 75,000 in membership and $35 million in annual revenue, and she achieved 100% retention of clients during her tenure in that role. She also has experience in National Account Implementation and began her career in PPO & HMO Contracting in BCBSIL Provider Affairs.

Lisa earned an MBA from DePaul University’s Kellstadt Graduate School of Business, and a bachelor’s degree in Community Health with a concentration in Health Planning and Administration from the University of Illinois at Urbana-Champaign.

Meg Woolley

Meg Woolley

Vice President, Private Exchanges, Cigna

Panelist: Opening General Session – Day Two, The Dual Role of Health Plans: Selecting Partners and Building Proprietary Exchanges

 

Mid-Morning General Session - Day Two


Mike Smith

Mike Smith

Director of Exchange Solutions, Lockton Benefit Group

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

Mike is Lockton Benefit Group’s Director of Exchange Solutions. He is responsible for consulting with Lockton Associates and our clients on marketplace solutions found in public and private exchanges. He presents solutions based on each company’s needs and determines whether an exchange is the best option.

As a trusted advisor, he considers all available public and private exchange options, including Lockton’s own private exchange offerings, and recommends the most appropriate exchange solutions in the market. When it is determined an exchange is a good idea for an employer, during implementation he incorporates a custom package of benefits offerings that includes communications, resources, and tools, all of which help employees as they navigate the exchange.

He is the primary resource for Lockton Associates and clients in need of expertise and advice about the overall market and the exchange landscape. Mike frequently presents around the country on exchange topics, what is available, and what changes to expect in the market.

Mike has more than 25 years of experience in employee benefits. He previously worked for ADP National Account Services as Vice President of Sales—Benefits Administration. He also worked for Workscape as the Vice President of Sales—Outsourced Benefit Administration. Mike began his career with Prudential’s Group Department in underwriting, as well as sales, and also worked in the managed care industry for Tufts Health Plan.

Scott M. Wood

Scott M. Wood

Principal & CEO, Benefit Commerce Group

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

Scott Wood, Principal and CEO of Benefit Commerce Group, is an employee benefits expert with more than 30 years of experience inside the health insurance industry. Prior to co-founding Benefit Commerce Group in 2009, Scott was COO of Independence Holding Co. (NYSE: IHC) and CEO of Insurers Administrative Corp (IAC).

Benefit Commerce Group, an Inc. 5000 firm, provides employers with sustainable strategies to lower health care costs without reducing employee benefits, integrating meaningful employee health improvement and wellness programs to enhance productivity. Benefit Commerce Group has helped its clients receive 60 awards in the last three years, including recognition from the Phoenix Business Journal’s “Healthiest Employers” program, the Wellness Council of Arizona and The Institute for HealthCare Consumerism. The company conducts an annual Arizona Employee Benefits Benchmarking survey for mid-size employers across the state.

Scott was named “Health Promotion Advocate of the Year” by the Wellness Council of Arizona and “Most Innovative Broker” by The Institute of HealthCare Consumerism. He is committed to changing the health care cost paradigm, one employer at a time.

Scott Stauffer

Scott Stauffer

Vice President, Group Operations, C.M. Smith Agency

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

Scott Stauffer is Vice President, Group Operations. He is responsible for leading and managing key C.M. Smith and Benefit Advisors Network initiatives.

Scott has over 25 years of healthcare and employee benefits experience. He spent 27 years at Aetna and most recently was Vice President of Aetna’s National Accounts Business Innovation organization. In that role, he was responsible for identifying new, revenue-generating business distribution, product and strategic partnership opportunities for the National Accounts business segment.

Scott also had leadership roles in Aetna’s National Accounts Business Development, Sales Support and Marketing areas. He served as the Financial Manager for Aetna’s Small Group business in Connecticut (delivered through the Connecticut Business and Industry Association) and was Underwriting and Administration Team Leader for Aetna’s Philadelphia Middle Market.

In 2005, Scott won Aetna’s prestigious Russell D. Fisher Spirit of National Accounts Leadership Award for his work in supporting customer sales and retention efforts.

Scott earned a BS in business administration from Elizabethtown College.

David Goldfarb

David Goldfarb

Managing Principal, Digital Benefit Advisors

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

David Goldfarb is a managing principal at Benefit Advisors, a national team of experienced, local employee benefits advisors who create greater value for employers and inspire individuals to become more engaged health care consumers.

Prior to joining Digital, Goldfarb was the founder and principal of DSG Benefits Group, LLC. He has received numerous awards, most notably, the National Association of Health Underwriters’ “Golden Eagle Award” – the industry’s highest recognition bestowed upon an individual who has demonstrated professional excellence in health and disability income insurance. 2013 will be the tenth consecutive year for Goldfarb to win this award. Always ready to share his research, knowledge and thoughts on the subject of employee benefits, he is frequently invited to speak for numerous professional associations.

Goldfarb is an active member in several industry associations that include DAHU, TAHU, NAHU, NAIFA, NAABC and NCPA. In addition to his industry involvement, he is a devoted supporter of the community, especially with nonprofit organizations. Goldfarb is a charter member of the TACA Corporate Council, an active member of The Center for Nonprofit Management and a member of the North Dallas Chamber of Commerce. He is a graduate of the University of Texas.

Afternoon General Session – Day Two

Jody L. Dietel

Jody L. Dietel, ACFCI, CAS

Chief Compliance Officer, WageWorks, Inc.

Moderator: Afternoon General Session – Day Two, Providing the Right Consumer Experience: Empowering Consumers Beyond Major Medical

To her role as Chief Compliance Officer, Jody L. Dietel brings years of flexible benefits industry expertise and experience. She has served as President of the Special Interest Group for IIAS Standards (SIGIS) and currently chairs the List Review Working Group. She is also active with the Employers Council of Flexible Compensation, where she is currently involved with the Conference, Education and Legislative/Lobbying Committees and is a member of the Technical Advisory Committee. She is also a frequent speaker at industry functions and is the only non-attorney to present at Employee Benefits Institute of America’s conferences. Prior to joining WageWorks, Dietel was the founder and chief executive of Creative Benefits, Inc., successful Consumer Driven Healthcare (CDH) Benefits Administrator recently acquired by WageWorks. As Creative Benefits’ chief executive, Dietel was responsible for the successful integration of the two companies’ people, products and services. As WageWorks’ compliance officer, Dietel will help the company navigate the maze of federal and state regulation and serve as a liaison between WageWorks and key industry groups and governing bodies. Before founding Creative Benefits, she held positions of responsibility at Prudential Insurance Company of America and the Wyatt Company (now Towers Watson). Dietel holds a Bachelor of Arts Degree in psychology from Bethel University in St. Paul, MN and is certified as a flexible compensation instructor through the ECFC.

Vinay Gidwaney

Vinay Gidwaney

Chief Product Officer & Co-Founder, Maxwell Health

Panelist: Afternoon General Session – Day Two, Providing the Right Consumer Experience: Empowering Consumers Beyond Major Medical

Vinay Gidwaney is Chief Product Officer and Co-Founder at Maxwell Health. At Maxwell, Vinay leads product and technology development, leading a team of designers, developers, and strategists focused on solving one of the Internet’s toughest problems: activating both digital engagement and real-life action. Prior to founding Maxwell, Vinay was the Chief Technology Officer and Co-Founder of Control-F1, starting the company shortly after high school. In December of 2005, Control-F1 was acquired by CA Technologies, one of the world’s largest software companies, exceeding $4 billion in sales. Vinay was also Director and a founding investor of Neurosilicon, a life science company focused on advancing healthcare research through enabling rapid, non-invasive, targeted depolarization of excitable cells using the company’s novel photoconductive stimulation technology. In early 2008, Gidwaney was invited to be a visiting researcher in the Synthetic Neurobiology Group at MIT Media Lab, an won the prestigious MIT Technology Review Magazine’s Top 100 Innovators Under 35 Award.

Heather A. Provino

Heather A. Provino

Chief Executive Officer, Provant

Panelist: Afternoon General Session – Day Two, Providing the Right Consumer Experience: Empowering Consumers Beyond Major Medical

Heather is an exercise physiologist and sport psychologist who translated her passion for health into creating a company that is a proven industry leader of workplace well-being solutions across North America. Her leadership has shaped Provant’s commitment to industry best practices in the form of accreditation with the National Committee for Quality Assurance, adherence to Six Sigma process management standards, and the development of customized health and wellness programs that reduce employee health risks and build cultures of well-being. Prior to Provant, Heather spent more than a decade in the health promotion and management industry. She was responsible for the operation of wellness centers in New England and New York, and provided strategic development for wellness and rehabilitative services as a consultant. Heather holds Master of Science degrees in Exercise Physiology and Sport Psychology. Heather is a member of the HERO Think Tank, a board member of the Founders Affiliate for the American Heart Association, as well as a member, and past board chairman, of the AHA’s Southern New England chapter, and is a member of the executive leadership team for Go Red for Women. She has served as a wellness expert on three TEDMED Great Challenges panels on wellness in the workplace and in the community.

Closing General Session – Day Two


Marianne Fazen

Marianne Fazen

Executive Director, Dallas-Fort Worth Business Group on Health

Moderator: Closing General Session – Day Two, To Adopt or Not to Adopt: Employers Evaluate Exchanges and Share Experiences

Marianne Fazen is Executive Director of the Dallas-Fort Worth Business Group on Health, a 145-member employer-led coalition of Dallas-Fort Worth employers and other healthcare stakeholders committed to improving healthcare quality, cost-effectiveness and patient outcomes in North Texas. Ms. Fazen also serves as President and CEO of the Texas Business Group on Health, a statewide coalition representing Texas employers’ interests in value-based healthcare purchasing and in health policy issues. Both coalitions advocate a value-driven approach to employee health benefits and rapid transformation of current healthcare delivery models into patient-centered, accountable systems of care.

Ms. Fazen currently serves on the Board of Governors (Past President) of the National Business Coalition on Health, a national organization representing 50 regional employer coalitions across the country. She also serves on the Board of Directors (Past Chair) of URAC, a national managed care accreditation organization, and on the Board of Directors (Executive Committee) of the North Texas Accountable Healthcare Partnership, a regional multi-stakeholder collaborative focused on healthcare system transformation in North Texas.

Ms. Fazen has an undergraduate degree in Medical Technology from University of Wisconsin and a Doctorate in Communications Science & Human Development from University of Texas at Dallas.

Jamie Benton

Jamie Benton

Managing Director Compensation & Benefits at Rollins, Inc.

Panelist: Closing General Session – Day Two, To Adopt or Not to Adopt: Employers Evaluate Exchanges and Share Experiences

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

Mr. Benton is new to Rollins and is already looking for ways to bring best in class health programs into the Rollins benefit plans. While at RaceTrac, Mr. Benton was able to guide the company to zero percent trend in per employee cost over 4 years by aggressive plan design and wellness activities.

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

Nancy Kerry

Nancy Kerry

City Manager, South Lake Tahoe

Panelist: Closing General Session – Day Two, To Adopt or Not to Adopt: Employers Evaluate Exchanges and Share Experiences

Workshop 105: Employer Case Studies: What’s Working? What’s Not?

 

Mark Haerr

Mark Haerr

Assistant Vice President of Benefits, Dallas Area Rapid Transit (DART)

Panelist: Closing General Session – Day Two, To Adopt or Not to Adopt: Employers Evaluate Exchanges and Share Experiences

 

Workshop Speakers

Alison Sugg

Alison Sugg

Strategic Solutions Consultant, Viverae, Inc.

Workshop 101: Health Management: Crucial to Private Exchange Success?

Alison is an integral component of Viverae’s Sales Team, acting as a consultant, resource and subject matter expert in health management and wellness solutions. She is well-versed in corporate health industry maturation, corporate culture, healthcare reform’s impact on employer-sponsored wellness programs, incentives management strategies including traditional benefits-integrated approaches, defined contribution scenarios inherent in an exchange model and creative strategies to reach unique employee populations including unions, spouses and class distinctions.

Alison has served Viverae in several capacities over the past six years, including Implementation Services Manager and Health Management Consultant. She contributes her two and a half decades of consulting experience in hospital and corporate employee wellness program development, as well as her five years of clinical healthcare case management, to the Viverae Sales Team.

Her professional experience also includes the Health + Healing Network (now Lime TV) with Dr. Andrew Weil, the Baylor Health Care System Foundation and the American Heart Association.

Alison holds a Bachelor of Arts in English from the University of North Carolina at Chapel Hill, as well as a Master of Business Management from The American University in Washington, DC. She was recognized as a Texas Business Women of Dallas Metro North Honoree, has completed Professional Health and Wellness Coach Certification training with WellCoaches, is a Certified Healthcare Reform Specialist and a Certified Corporate Wellness Specialist through the Employer Healthcare Benefits Congress. She is a member of the Institute of Functional Medicine and a graduate of the Wellness Councils of America’s (WELCOA) Well Workplace University wellness professional accreditation.

Bryan Noar

Bryan Noar

VP Marketing & General Manager, SelfHelpWorks, Inc.

Workshop 101: Health Management: Crucial to Private Exchange Success?

Bryan Noar is the VP Marketing and General Manager of SelfHelpWorks, a behavioral training company. SelfHelpWorks provides evidence-based online interventions for tough issues like obesity, tobacco addiction, chronic stress and exercise avoidance. Although Bryan began his career as a CPA, he discovered his true passion after some long-standing health issues disappeared following a change in diet and lifestyle. He abruptly made a career change and has served as a senior executive in the health and wellness industry ever since. Over the last 25 years Bryan has addressed numerous audiences about various health topics, always with the goal of empowering individuals to eat well and live a healthy lifestyle.


Barry Eyre

Barry Eyre

Vice President, Business Development, KTP Advisors

Workshop 102: What to Put on the Shelf? Voluntary Benefit Considerations

Workshop 201: Retiree Health Care and Private Exchanges: Key Considerations

Barry Eyre has been heavily involved with the development of KTP Advisors’ Private Exchange consulting practice. Barry’s work includes assisting Carrier and Employer clients to navigate the exponentially expanding Private Health Insurance Exchange marketplace. Additionally, he is working with some of the nation’s largest municipal and Taft-Hartley coalitions in the evaluation of Private Health Insurance Exchange solutions for their memberships. As head of business development, he is responsible for generating new sales opportunities and initiatives for KTP. In this capacity, he oversees national account sales. His responsibilities include identifying, building and cultivating new client engagements, with a current focus on Taft-Hartley funds and municipalities in select states. Mr. Eyre is a graduate of the Wharton School of the University of Pennsylvania and New York University.

Ryan Thomson

Ryan Thomson

Director of Private Exchanges, Group Voluntary Auto & Home, Liberty Mutual Insurance

Workshop 102: What to Put on the Shelf? Voluntary Benefit Considerations

As Director of Private Exchanges, Ryan leads Liberty Mutual’s overall strategy and distribution of its group voluntary auto and home programs in the private exchange market. In this role, Ryan works closely with leading private exchange providers as well as brokers and consultants to deliver and implement effective and innovative insurance programs to employers and their employees across the country.

Ryan has 10 years of insurance and employee benefits experience and has held various sales and business development roles for some of the most recognized firms in the industry. Prior to joining Liberty Mutual in 2014, he served as Account Executive at Liazon Corporation where he helped the firm expand into several new geographical markets on the way to becoming one of the leading private exchange providers in the country. Ryan holds a B.S. in marketing from the University of Connecticut.

Barb Vasko

Barb Vasko

Vice President, Aon Hewitt

Workshop 103: Defined Contribution Health Care: A Hands-on Workshop

Barb Vasko is a Vice President of Aon Hewitt. She has 30+ years of employee benefits background with a combination of carrier, corporate benefits and consulting experience. The fifteen years prior to joining Aon were spent managing corporate employee benefit plans, including health and welfare, retirement and savings, time off, wellness programs and executive benefits for large complex organizations. Of particular value to her clients is the broad perspective she offers, having functioned as an employee benefits manager and a consultant. Vasko consults with employers on all aspects of health and welfare benefits, including strategy, wellness, design, pricing, utilization and operational performance. Of particular interest to Vasko are innovative approaches to impact healthcare spending, and strategies to improve consumerism and health.

Nick Nyhus

Nick Nyhus

VP of Human Resources, University of Minnesota Physicians

Workshop 103: Defined Contribution Health Care: A Hands-on Workshop

Nickolas Nyhus is vice president human resources of University of Minnesota Physicians, one of the nation’s largest academic health center physician providers with over 900 physicians, 200 advanced practice providers, 1,600 health professionals and staff covering over 100 specialties and sub-specialty areas.

Nick has over 20 years’ experience in human resources in a variety of professional services firms. Prior to his current role, he held a number of senior-level human resources positions at Ameriprise Financial, U.S. Bancorp and the University of Santa Monica.

Nick holds a Master’s degree in Applied Psychology and a Bachelor’s degree in Management. He is also holds numerous certifications, including the Senior Professional in Human Resources designation.

Nitra LaGrander

Nitra LaGrander

Vice President of Strategic Markets, Evolution1

Workshop 103: Defined Contribution Health Care: A Hands-on Workshop

As Vice President of Strategic Markets at Evolution1, Nitra is responsible for a portfolio of products and services targeted at various market verticals, partnering with strategic clients to identify product needs, facilitating product development efforts, and launching new product offerings to the market. Throughout her tenure at Evolution1, Nitra fulfilled several roles including Product Director of Financial Services Products, Product Manager, and Lead Product & Business Architect, where she led the strategic planning, development and launch of product lines.

Paul Smith

Paul Smith

Chief Strategy Officer, CodeBaby

Workshop 104: Decision Support and Engagement: Helping Employees "Right-size" Benefits Selection

Paul Smith is a highly sought-after speaker in healthcare and technology for his unique vision and ability to create conversations that shift thinking. He served as an industry expert on twelve healthcare and technology panel discussions in 2015 alone. He is a driven entrepreneur with a passion for connecting companies with new, modern technology to create growth.

Paul has more than 29 years of experience in the high tech industry as a visionary thought leader, CEO, CSO and CRO. In his role as Chief Strategy and Revenue Officer at CodeBaby, he is responsible for driving innovation and strategy, and ensuring it is executed accordingly to drive company growth. His background includes the founding of BlueStreak Connect, Chief Marketing Officer for Netdelivery, Vice President of Sales, Marketing and Operations at CresSoft Inc., Vice President of Sales and Marketing for Teamshare Inc. where he grew revenue more than 300% in 2 years, and Vice President of Sales for Ziff-Davis education where he grew revenue more than 250% in 4 years. He has also held field sales and sales management positions at IBM, Control Data Corp, and Software AG.

Mr. Smith is a graduate of Fordham University, where he also played college basketball.

Michael Levin

Co-Founder & CEO, Vericred, Inc.

Workshop 104: Decision Support and Engagement: Helping Employees "Right-size" Benefits Selection

Michael Levin (luh-VIN), co-founder and CEO of Vericred, Inc., is an engineer and serial entrepreneur who has built, merged and/or sold several successful companies. Together with his colleague Dan Langevin, Mr. Levin developed a vision for the healthcare information services start-up as the trusted source for accurate, complete and accessible healthcare provider information.

Previously, Mr. Levin served as chief operating officer for Affiliates Risk Management Services (ARMS), an insurance, risk management and e-learning services provider for healthcare professionals. In this role, he recruited a new leadership team, transformed and upgraded financial operations and audit systems and led business plan development.

Mr. Levin’s work at ARMS followed 11 years of innovation in professional imaging systems. In 1999, he founded Media Sciences to disrupt the aftermarket color printer supply business. Media Sciences brought quality, value and choice to a market dominated by expensive, proprietary supplies. The company went on to drive many innovations in the imaging market including the first aftermarket solid ink products, the first corporate free color printer program and the first new-build aftermarket color toner cartridges. In 2010, Media Sciences’ two product lines were bifurcated and sold to Xerox and a private equity owned imaging company, respectively.

Prior to his work with Media Sciences, Mr. Levin enjoyed a successful career in digital imaging systems. When the first color Apple Macintosh was introduced in 1993, his company, Cadapult Graphic Systems, Inc., became one of the first to offer end-to-end desktop pre-press systems as a value-added reseller. His in-house prepress systems were adopted by national retailers such as Saks Fifth Avenue and J. Crew. Mr. Levin took the company public.

Mr. Levin has been an entrepreneur, engineer and inventor all his life. As a young man, he sold greeting cards, cut lawns and restored classic cars. As a student he used his technology and system skills to implement a computer-aided design (CAD) system for a national consumer products company. After college, he established a consulting company to help businesses select and implement PC-based CAD systems.

Michael received his Bachelors of Science in Mechanical Engineering (BSME) degree from Lehigh University. He and his wife Nancy have four sons and live in Saddle River, N.J.

Michael Trilli

Michael Trilli

Senior Analyst, Aite Group

Workshop 105: Employer Case Studies: What’s Working? What’s Not?

Workshop 205: Private Exchanges for the Middle Market: A Rapidly Emerging Area

Michael Trilli is a senior analyst with Aite Group, specializing in health insurance and payments. He brings to Aite Group 15 years of experience in product management, strategic partnerships, market research, and business strategy in the financial services and payments industries. Prior to joining Aite Group, Mr. Trilli was a director of product development and information management at American Express. In this capacity, he led the software development strategy and execution for point-of-sale products; he also consulted with stakeholders to deliver data and analysis, supporting wide-ranging global initiatives across compliance and product development. Prior to that, he was a director of product management at TSYS Acquiring Solutions, where he focused on revenue growth for proprietary and strategic partnership products, including healthcare, mobile, data security, and prepaid. He has also worked at American Express in various roles, including positions in project management for database marketing capabilities and corporate card operations, product development of customer experience tools and reporting, client consulting, and fraud risk management. Mr. Trilli received his B.S. in Industrial Engineering from Purdue University and holds an M.B.A. from Arizona State University. He is a certified Six Sigma Green Belt.

Steve Gedestad

Steve Gedestad

Municipality Practice Leader, Keenan

Workshop 105: Employer Case Studies: What’s Working? What’s Not?

 

Jake Cleer

Jake Cleer

Director of Benefit Solutions, New Benefits

Workshop 106: Going Beyond Enrollment: Embedding Telehealth, Transparency and Other Solutions

As Director of Benefit Solutions at New Benefits, Jake is responsible for tailoring non-insured benefit programs to a number of the top 50 brokerage and consulting firms around the country. He works closely with the sales and account management teams to embed telehealth, advocacy, and other products so their clients can enhance the employee benefit offering while keeping costs down.

Jake graduated from Northern Illinois University majoring in Human Resources Management. After spending a portion of his career as an Account Manager for both an international brokerage and national health plan, Jake has a seasoned understanding of the instrumental role that telehealth and other non-insured benefits can provide within an employer’s benefit offering.

Andrea Comporato

Andrea Comporato

Senior Vice President, Health Plan & Employer, American Well

Workshop 106: Going Beyond Enrollment: Embedding Telehealth, Transparency and Other Solutions

Andrea is a seasoned executive with extensive experience developing partnerships in the healthcare marketplace. Prior to joining American Well, Andrea served in leadership capacities at Extend Health (Towers Watson) and United Health Group where she successfully built relationships with some of the largest health plans and employer groups in the US. Prior to UHC, Andrea served as national Health & Productivity practice leader for Medstat, working closely with national employers, and supported the development of a new health plan division at Medstat with an emphasis on consultative solution sales. Andrea currently works with payer and employer accounts to develop relationships, develop strategies, and guides clients through the process of introducing new technologies into their organizations. Andrea earned a Bachelors degree from University of California, Los Angeles.

Melissa Marrero

Melissa Marrero

Partner and Co-Founder, Health Exchange Resources (HER)

Workshop 201: Retiree Health Care and Private Exchanges: Key Considerations

Melissa is a Partner and Co-Founder of HER, offering a balanced perspective in helping employers assess HIX-based programs for active and retired employees. She has worked on all sides of the employer health insurance industry, including: benefits consulting at Towers Watson/Towers Perrin and Mercer, corporate Human Resources with General Electric, and strategy and insurance product development at UnitedHealthcare. She has over 15 years of experience advising Fortune 500 employers, leading national insurance companies and third party administrators on health insurance program strategies, product design, outsourcing and administrative solutions. She has spent the last eight years of her career focused on the development of the private HIX space and has acquired an extensive working knowledge of exchange vendors, models and operations.

As a Senior Consultant in Towers Watson’s Health & Group Benefits consulting practice, she helped develop and manage their national employer retiree medical purchasing coalitions and draft the business plan that led to the eventual acquisition of a leading private Medicare exchange. She was responsible for supporting the metro New York market as a retiree medical subject matter expert, advising employers on retiree medical strategies and overseeing transitions to private Medicare exchanges.

As VP of Product Strategy and Business Development at UnitedHealth Group, Melissa served as a member of the executive leadership team for United Retiree Solutions. She co-authored the company’s strategy for retiree product development, recommending an integration plan for all of United’s retiree medical-related administrative services, financial and insurance offerings (including AARP’s individual Medicare Supplement plans) to meet the needs of national employers. She trained sales, account management and individual insurance operations staff about supporting employer group business and helped develop UnitedHealthcare’s Connector Model, a single-carrier private Medicare exchange.

Melissa holds a B.A. in Classics and Biology and an M.B.A. in Health Systems Administration from Union College, where she received academic honors for an interdepartmental thesis on the gynecological treaties of the Hippocratic Corpus. She completed formal executive training at the Center for Creative Leadership and Wharton Business School. She is also a licensed health and life insurance producer in New York, New Jersey and Connecticut.

Jon Andrews

Jon Andrews

West Division Sales Leader, Exchange Solutions, Willis Towers Watson

Workshop 201: Retiree Health Care and Private Exchanges: Key Considerations

Jon Andrews is the West Division Sales Leader for OneExchange, based in Dallas, TX. Jon is responsible for business development of the Retiree and Access solutions from OneExchange in the West. Prior to joining the firm in 2010, Jon led business development activity in the Southwest for Hewitt Associates and Mercer, spanning over 10 years with those firms, with specific focus on benefit administration outsourcing for Health & Welfare and Retirement plans.

His expertise spans all areas of benefit administration with specific expertise working with employers to help them optimize the value of retiree medical plans. Jon’s assignments have included:

  • Lead a team of professionals working with large employers to evaluate and implement benefit strategies leveraging individual products facilitated via the Towers Watson private exchange
  • Analyze group benefit plans to evaluate value from individual market
  • Educate employers on the design and value potential from a private exchange
  • Develop communications and change management strategies for implementing a private exchange
  • Create and present business case for senior buyers (C-Suite)

Jon has helped an array of leading companies in the oil & gas, transportation, utilities, construction, media, insurance, higher education, mining, labor, not for profit and public sector organizations.

Jon has a BBA in Finance from the University of North Texas. He is a frequent speaker on the topic of private exchanges and has implemented over 50 exchange solutions with employers since 2010.

Mark Roberts

Mark Roberts

Manager of National Accounts, Careington

Workshop 202: What to Put on the Shelf? Supplemental Health Benefit Considerations

Mark Roberts’ professional sales background includes 30 years of sales and marketing in the tax, insurance and investment markets. Mark is a licensed life, health and accident insurance agent in all 50 states and DC, for insurance products and discount health plans. He serves as Manager of National Accounts at Careington International Corporation. Additionally, Mark works with clients needing insured products in the US and discount dental and optical schemes in the UK. Mark has been writing a health care blog for the past 9 years, which is a topical weblog about various health care issues. He also regularly contributes articles to multiple magazines for both health and dental topics both in the US and the UK. With over 600 articles published including healthcare, employee benefits, leadership and sales, Mark continues to promote health care savings for organizations of all size. Additionally, Mark has recently published a new book entitled “Going the Speed Limit—Seventy Character Lessons on Life’s Highway,” which is currently available at Amazon.com and Barnes & Noble.com in addition to other online book retailers. You can reach Mark at markr@careington.com.

Lydia G. Jilek

Lydia G. Jilek

Vice President EB Innovation, Thought Leadership & Private Exchange Strategy, Voya Financial

Workshop 202: What to Put on the Shelf? Supplemental Health Benefit Considerations

Lydia Jilek, Vice President of Innovation, Thought Leadership & Exchange Strategy at Voya Financial, has 15 years of experience in the employee benefits industry. In her role at Voya, Jilek initially focused on driving the voluntary product strategy to deliver the most effective products, marketing, and processes to employers, positioning the voluntary business for accelerated growth. She is currently focused on innovation and thought leadership and leads Voya’s private insurance exchange strategy work. Jilek is a well-regarded industry expert on health care reform and voluntary benefits, regularly authoring articles and contributing insight in the media on issues and trends impacting the voluntary benefits industry, the changing benefits landscape and health care reform. The early portion of her career was in the medical insurance space with a Minnesota based non profit health plan. Lydia holds a BA from Bates College and both an MBA and MAHRIR from the Carlson School at the University of Minnesota. She is a dedicated endurance athlete.

Doug Adelberg

Doug Adelberg

Senior Vice President, Lovitt & Touche, Inc.

Workshop 203: Benefits Brokers and Private Exchanges: Death Knell or Huge Opportunity?

Doug has over 18 years experience working in the health insurance industry. He has been with Lovitt & Touché for the past 13 years and oversees the Benefits operation of one of the largest insurance brokerage in the United States with offices in Phoenix, Tucson and Las Vegas. His experience includes strategic account management, client relations, sales and managing groups of employees. He has worked extensively with both self-funded and fully-insured plans.

Doug’s previous experience was with United Healthcare selling and servicing United Healthcare products. Doug is the President of the Board of the Wellness Council of Arizona and The National Partnership for Wellness.

Doug is the subject matter expert for Healthcare Reform and currently is managing Lovitt & Touches’ Private Exchange, ClearPath Prime.

Doug has a B.S. in Business Administration from the University of Arizona.

John H. Clark, Jr.

John H. Clark, Jr.

SVP, Benefits Practice Leader, Assurex Global

Workshop 203: Benefits Brokers and Private Exchanges: Death Knell or Huge Opportunity?

John Clark is senior vice president, benefits practice leader for Assurex Global. In this role, his focus is the Assurex Global Private Exchange, ensuring this major endeavor stays on track through implementation and overseeing its launch and roll out. John joined Assurex Global from Oswald Companies, where he served as vice president, benefits division since 2011. Prior to Oswald, John was president of the Cornerstone Broker Insurance Services Agency in Cincinnati, Ohio for 10 years. He brings extensive agency experience to Assurex Global in addition to the carrier experience gained earlier in his career. John is a graduate of Miami University in Oxford, Ohio. He resides in Cincinnati, Ohio with his wife, Fran, and their three children.

Perry Braun

Perry Braun

Executive Director, Benefit Advisors Network (BAN)

Workshop 203: Benefits Brokers and Private Exchanges: Death Knell or Huge Opportunity?

Perry S. Braun has over 25 years in the employee benefits and healthcare industry. As the Executive Director of the Benefit Advisors Network (BAN) – an exclusive and premier national network of independent, employee benefit brokerage and consulting companies – Perry is responsible for assisting privately held employee benefit brokerage firms improve their performance and profitability through: best practice learning, sharing of knowledge, proven growth strategies, and enhanced operating efficiencies.

Perry also serves as the Executive Director of the National Benefit Center, the sister organization to Benefit Advisors Network. While BAN maximizes the intellectual capital and collaboration among members, the National Benefit Center focuses on product development. Perry was appointed to serve as the head of both organizations to leverage the members’ collective influence and to ensure continuity between strategic planning and product outcomes.

Prior to his current position as the Executive Director of BAN and the National Benefit Center, Perry was Vice President of Sales and Customer Relations at Medical Mutual of Ohio, and he served as Vice President and Chief Operating Officer at Consortium Health Plans. He also held senior-level positions with Blue Cross and Blue Shield of Ohio.

Perry is an accomplished and highly regarded professional with proven record of identifying and closing market opportunities that lead to increased revenue and market share. He is a strategic thinker with ability to forecast market needs, develop new products, new distribution channels and increase sales and extend market penetration.

Perry graduated from Bowling Green State University in Bowling Green, Ohio with a Bachelor of Science in Business Administration. His major was International Business with concentration on Economics. He also received his Masters in Business Administration from Bowling Green State University.

Michael Grant

Michael Grant

Principal, Digital Benefit Advisors

Workshop 203: Benefits Brokers and Private Exchanges: Death Knell or Huge Opportunity?

 

Christopher E. Condeluci

Christopher E. Condeluci

Principal, CC Law & Policy PLLC

Workshop 204: Compliance Concerns for Private Exchanges

Christopher E. Condeluci is principal and sole shareholder of CC Law & Policy PLLC in Washington, DC. Chris’s practice focuses on the Patient Protection and Affordable Care Act (“ACA”) and its impact on stakeholders ranging from employers and “private” health insurance exchanges to agents/brokers and hospitals/health systems. Prior to forming CC Law & Policy, Chris served as Tax and Benefits Counsel to the U.S. Senate Finance Committee. During his time in Congress, Chris participated in the development of portions of the ACA, including the Exchanges, the insurance market reforms, and all of the new taxes enacted under the law. He is one of the few senior Congressional staffers who actively participated in the health reform debate to join the private sector since the ACA’s enactment, and based on his experience as an employee benefits attorney, he possesses a unique level of expertise on matters relating to tax law, ERISA, and the ACA.

John Hickman

John Hickman

Partner, Alston + Bird LLP

Workshop 204: Compliance Concerns for Private Exchanges

John Hickman is head of the Alston + Bird, LLP Health Benefits Practice where he leads five attorneys devoted exclusively to new health care reform issues under PPACA, HIPAA privacy, flexible benefits, and other health and welfare benefit issues. Hickman has been a pioneer in the consumer directed health care arena and has worked closely with health plans, financial institutions and employers as well as the IRS, Treasury, and DOL in developing guidance for tax-favored health reimbursement arrangements (HRAs) and health savings accounts (HSAs). Hickman has been listed in The Best Lawyers in America (Woodward/White) and Who’s Who Legal in the employee benefits area. Hickman has lectured widely and published articles on HIPAA, ERISA litigation, cafeteria and health plan issues. He is co-author of the “Cafeteria Plans Manual,” “HIPAA Portability and Privacy” and “Consumer-Driven Health Care” (published by the Employee Benefits Institute of America). Hickman is head of the Technical Advisory Committee and is on the board of the Employers Council on Flexible Compensation (ECFC). Hickman is also an adjunct professor of law at Emory University School of Law.

Rich Glass

Rich Glass, J.D.

Health & Benefits Legal Consultant, Mercer

Workshop 204: Compliance Concerns for Private Exchanges

Rich Glass is a principal in Mercer’s nationwide Employee Health & Benefits Resource Regulatory Group (RRG), a group of attorneys and other compliance professionals focused on health and welfare plan compliance issues. He is located in the Dallas office. Rich provides legal, regulatory, and compliance support to Mercer clients and health and benefits consultants in the Central Market, and nationwide. He consults on issues for clients of all sizes on all matters of health and welfare compliance, including the Affordable Care Act, ERISA, HIPAA, COBRA, tax issues, and other federal laws pertaining to health and welfare plans. He also drafts plan documents and assists with compliance reviews and audits.

Rich has more than 23 years of experience in the employee benefits industry. Prior to joining Mercer in April 2014, Rich worked for a third party administrator focusing on benefits, payroll and human capital management.

Rich holds a Bachelor of Science degree in Broadcast Journalism from Texas Christian University. He holds a JD degree from the University of Houston Law Center. Rich is a member of the State Bar of Texas, Dallas Bar Association Employee Benefits/Executive Compensation Section and the Health Plan Advisory Panel for Thompson Information Services, where he also serves as sole contributing editor for Thompson’s Flex Plan Handbook.

Brian M. Dudzik

Brian M. Dudzik

Business Development Lead, Bloom Health

Workshop 205: Private Exchanges for the Middle Market: A Rapidly Emerging Area

Brian Dudzik is a Business Development Lead at Bloom Health, focusing on the Eastern region of the country. Brian is a healthcare industry veteran with insight into the overall sales and operations process. Brian partners with Bloom’s health plan specialty partners to bring Bloom’s innovative Private Exchange Platform® solution to the employee benefits space.

Prior to joining Bloom, Brian provided consultation for regional health plans and health systems on how to best utilize exchanges. Brian also held leadership roles in sales and account management at UnitedHealth Group, Aetna and other industry organizations.

Brian earned his education from the U.S. Military Academy at West Point and served 5 years as an officer in the United States Army. He resides in Charlotte, N.C.

Todd Berkley

Todd Berkley

President, HSA Consulting Services, LLC

Workshop 206: Game-Changing Combination of HSAs and Private Exchanges

Todd Berkley is a nationally recognized expert on Health Savings Accounts and consumer- directed health care issues. As President of HSA Consulting Services, LLC, he continues to be an advocate for consumerism in health care and is a frequent speaker at conferences and seminars around the country. He consults with many new and leading players in the CDH industry, runs AskMrHSA.com, a leading HSA educational site and recently published “The HSA Owner’s Manual”.

As HSA Business Leader for OptumHealth Bank (part of UnitedHealthcare) from 2005 to 2012, he was a driving force from shortly after start-up to making Optum a perennial industry leader in health accounts.

Todd is a former member of and current consultant to ABA HSA Council, a current Board member of the Healthcare Choice Coalition, and has been an active member of AHIP HSA Leadership Council and ECFC Working group and other industry advocacy activities. He was instrumental in helping the industry tell its story to key lawmakers, regulators and administrators during the health reform debate, helping to preserve HSAs growing impact in health care.

Todd’s career in consumer banking and investment product management and sales spans four decades and includes key roles at Magna Bank (now Regions), Norwest (now Wells Fargo), US Bank and Sit Investment Associates, in addition to Optum. Todd received his undergraduate degree from McKendree College in Lebanon IL. He earned his MBA at the Harvard Graduate School of Business and is a past president of the HBS Club of Minnesota. A native of Omaha, Nebraska, Mr. Berkley and his family live in Minnetonka MN. Todd’s family has been on an HSA plan since 2006 and owns more than twenty HSAs to keep a pulse on the latest developments at key HSA custodians.

Lee Barson

Lee Barson

Principal, Consumer Health Solutions at BenefitWallet, A Xerox Solution

Workshop 206: Game-Changing Combination of HSAs and Private Exchanges

Lee Barson is a Principal for Healthcare Consumerism at Xerox focused on Product Innovation for BenefitWallet. BenefitWallet is a national leader in providing health care financing solutions to employees, employers and health plans. Lee joined the BenefitWallet team to launch the solution in 2004. Prior to the launch, Lee served as implementation manager and ongoing client service manager for Health & Welfare, Defined Contribution and Defined Benefit outsourcing engagements for Fortune 500 companies. Lee received his Bachelor’s degree with a dual-major in Accounting and Computer Information Systems from the University of Miami, FL. In addition, Lee earned the Certified Employee Benefit Specialist (CEBS) from the Wharton School of the University of Pennsylvania.

David Cantu

David R. Cantu

Vice President, Marketing, Sales & Public Relations, SelectAccount

Workshop 206: Game-Changing Combination of HSAs and Private Exchanges

David Cantu, SelectAccount’s vice president of marketing, sales and public relations has spent the last fifteen years working with employers, consultants, brokers and agents to build cost containment strategies focused on health care spend. Today he is charged with the formulation and execution of national marketing and sales strategies, retention of existing client relationships and achievement of account and revenue growth objectives. Having worked for one of the most recognized insurance companies in the country and one of the top three largest consulting firms in the world David brings the consultant, employer and insurance company perspective to the strategic discussion. David serves on the board of directors of the Twin Cities Human Resource Association and is a member of the Minnesota Association of Health Underwriters. He holds a Bachelor of Science degree in Economics from the University of Minnesota, Twin Cities.


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