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Workplace Benefits Mania 2007
July 16, 17, & 18 Caesars
Palace, Las Vegas, NV
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Workplace Benefits Renaissance 2007
Feb 13, 14, & 15 - New Orleans, LA
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Worksite Marketing Hall-Of-Fame
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Contact Information:
9221 Ravenna Road,
Suite #D8
Twinsburg, OH 44087
888-282-1765
330-425-8489 fax 330-425-8399 direct
Walt Podgurski, CLU, CES,
Chairman & CEO
wpodgurski@aol.com
Cristina Basaran, Executive Manager
cabasaran@gmail.com
Adrienne Janota, Executive Media Advisor
ajanota@gmail.com
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Workplace
Benefits Association Privacy Policy |
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Workplace Benefits Renaissance 2007
Agenda
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Tuesday February 13, 2007
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8:30am - 7pm
- Registration
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10:00am -
10:45am - Tuesday Mid-Morning Sessions
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10:00am -
10:45am - Mid-Morning Session 1 - Iberville
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Workplace Options, Inc. -
www.workplaceoptions.com
“Helping Your Client Organizations Attain
Maximum Performance Potential” by Laurel Peterson,
LPC, CEAP, - Only 17% of US workers define themselves as
highly engaged. We will zero in on benefit strategies to
help organizations develop an engaged and committed
workforce.
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10:00am -
10:45am - Mid-Morning Session 3 - Bienville - Falcon
Technologies, Inc. -
www.falctech.com
by Jordan Nadel, President - - Falcon Technologies has been
providing electronic enrollment and benefit
communication software for the past 11 years to the
Worksite Marketplace. Attend our session to see our
latest technological advancements and possibly win a
FREE HP LAPTOP!!
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10:00am -
10:45am - Mid-Morning Session 5 - Bourbon
- Key
Benefit Resources -
www.keybenefitresources.com
KeySelect – Calling it a Mini-Med is like calling 46
Million uninsured Americans a Mini-Concern by
Ken Holderbaum III, Managing Partner, Key Benefit
Resources - - When you consider the massive number of
working Americans and their Dependents who have no
health insurance, you almost hate to use the word
“mini”. And with 22 years of experience building limited
benefit medical products carriers such as New York Life,
American Fidelity Assurance, Transamerica Worksite and
Fidelity Security Life we have designed KeySelect with
over 4 million plan choices is anything but. Let us show
you the difference.
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0:00am - 10:45am - Mid-Morning Session 6 - Toulouse A
- Total
Benefit Communications, Inc. -
www.benefitprojects.com
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Changing Market Concepts: The Importance of
Employee Education by Kimberly Sexton,
Director Thomas J. Quigley - New laws and new products
are changing the retirement plans marketplace.
Consequently, the focus of employee benefits is
evolving. Developments such as new benefit products,
electronic and automatic enrollment, and electronic
distribution of plan materials have created an even
greater need for effective employee benefits education.
Yet, controlling benefit costs for both the employer and
the employee is always a primary concern. This
presentation will address topics pertinent to these
changes, such as employee acceptance of automatic
enrollment in 401(k) plans, successful HSA/HRA
enrollment, and employee education results. I. The
Importance of Communication II. Enrollment Campaigns
III. 401(k) Plans and Automatic Enrollment IV. HSAs and
HRAs: Communication and Employee Response V. Conclusion
VI. Question and Answer Session
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11:00am - 11:45pm -
Tuesday Late Morning Sessions
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11:00am -
11:45am - Late-Morning Session 11
- Bienville
- Security Mutual Life
-
www.securebenefitsolutions.com
- Steven M.
Eisenberg, Vice President/Sales & Marketing - - Secure
Benefit Solutions, the new name for the Benefits
Division at Security Mutual Life Insurance Company of
NY, offers competitive Group Voluntary and Worksite
Marketing products in all 50 states. We offer
consolidated billing and are able to take applications
electronically through paperless solutions.
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11:00am -
11:45am - Late-Morning Session 12 - Iberville - Common
Census -
www.commoncensus.com
by
Daniel Freund President Common Census, Inc. - Latest
improvements in laptop, call center and Internet
enrollment; introducing dozens of new products with
many carriers; multi-language enrollment plus Q&A.
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11:00am -
11:45am - Late-Morning Session 13 - Toulouse B
- Key
Benefit Resources -
www.keybenefitresources.com
KeyGap – Bridge the Gap between Affordable Health
Coverage and Quality Benefits by Ken Holderbaum
III, Managing Partner, Key Benefit Resources - - There
is a gaping canyon between what is affordable and what
is beneficial. And now is the time to fill that Gap. A
bridge over troubled health insurance waters, KeyGap is
a group insurance program that is primarily designed to
cover deductibles, co-insurance and co-payments it is
the most unique cost containment tool for major medical
to come along in 10 years. With an artful use of
deductibles and co-insurance you can control you major
medical rate increase for up to 3 years. Stop by and
find our how.
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1:00am -
11:45am - Late-Morning Session 14 - Toulouse A
- Ault
International Medical Management, LLC -
www.aim-m.com
What Do We
Know About Health Care (And What Can We Do About It?)
by
Deborah Ault, RN, CMC, MBA and Mark Gow - Case Studies
Addressing: Patient Safety, The Impact of Quality Care
on Cost, Integration Between Plans, Participant
Literacy, Technology and Predicting the Future,
Presenteeism / Absenteeism, Measuring Success.
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12:00pm - 1:30pm - Tuesday Key-Note Luncheon Presentation
- Arthur Hardy (Included in your meeting
registration)
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The New Orleans
Mardi Gras is one of the world's most famous
holidays. Each year more than $950 million is
spent on the event which attracts a half-million
visitors. No one knows the celebration better or
has done more to share it with such a large
audience than Arthur Hardy. More than 2 million
copies of his award-winning Mardi Gras Guide
have been sold. Nationally recognized as a
premiere authority on Mardi Gras in New Orleans,
Arthur Hardy has become the eyes, the ears, and
the voice of Mardi Gras in New Orleans. If you love the festivities of Mardi Gras in New
Orleans, would like to know more about how we
celebrate the Mardi Gras season, or just plan to
visit our beautiful city any time of year....you
will love this presentation.
Sponsored By:
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Arthur
Hardy
- The Voice of MARDI GRAS!
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8:00am -
9:30am - Tuesday Lunch Session 15
- Royal Boardroom
- Purchasing Power -
www.purchasingpower.com
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1:45pm - 2:30pm - Tuesday Afternoon Presentations
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1:45pm -
2:30pm - Tuesday Afternoon Presentation - Session
28 - Iberville -
Combined Worksite
Solutions Brokers and Consultants Unit
-
www.combinedworksite.com
Linking New Products to Existing Benefits by Jon
Reid, Managing Director, Toni Leone, Regional Director,
Jack Van Dusen, Regional Director, Lenny Vito, Regional
Director - Anyone can provide voluntary benefit product
solutions, but only the talented few can customize those
products to match seamlessly with and enhance an
employer's existing benefits package. Learn how to
provide a win-win-win solution for you, your clients and
your clients' employees.
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1:45pm -
2:30pm - Tuesday Afternoon Presentation - Session
29 - Toulouse B
- Daymark Capital Advisors -
www.daymarkadvisors.com
“Buying or Selling Businesses: What’s Really
Happening In Our Marketplace” Jack Kwicien,
Managing Partner on Tuesday February 13th at
1:45pm in the Bourbon Room. The presentation addresses:
1. How the unique aspects of insurance-sector businesses
affect deal structure and valuation; 2. Key issues
relevant to structuring M&A deals in today’s market; 3.
A tour and overview of the typical buy or sell campaign
timeline; and 4. Guidelines for what to look for in a
competent intermediary.
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1:45pm -
2:30pm - Tuesday Afternoon Presentation - Session
30 - Bienville
-
National Benefit Partners -
www.nationalbenefitpartners.com
National
Benefit Partners; A producer-owned distribution company
by Dan Jund, Managing Partner - - National Benefit
Partners is an independent distribution company with
producer ownership, focusing primarily on Voluntary
Employee Benefits and the Worksite Market. NBP has grown
rapidly since inception in July of 2005 and our
Distributors are among the elite of the worksite
industry with significant and proven track records. Come
learn more about the benefits of being an NBP Allied
Distributor.
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1:45pm -
2:30pm - Tuesday Afternoon Presentation - Session
31 - Toulouse A
- Chimienti & Associates
introduces AdminDirect a Benefits Enrollment and
Management System -
AdminDirect is a benefits enrollment and management
system of both Core and Voluntary benefits. AdminDirect
provides increased efficiency and accuracy in employee
benefits related operations, employee enrollment
(Internet, laptop, and call center options), accurate
accounting of premiums and employee contributions,
electronic data interchange (EDI) with benefit
providers/HRIS/payroll/and other systems, and much more.
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1:45pm -
2:30pm - Tuesday Afternoon Presentation - Session
32
- Bourbon
- miQUOTES -
www.miQuotesHR.com
We
Love Bad Working Conditions by Greg Schlatter,
miQuotes.com - The new way to offer Voluntary Insurance
Products without payroll deductions, list bills, or
on-site enrollments. More and more employers are
objecting to on-site enrollments. Don't walk away from
these sales.... turn them in to profit centers.
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2:45pm -
5:00pm - Exhibit Halls Open
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5:00pm - 6:00pm - Tuesday Evening Networking
Receptions
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5:00pm -
6:00pm - Tuesday Evening Networking Reception - Session
34 - Toulouse B
-
Transamerica Worksite Marketing -
www.transamericaworksite.com
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5:00pm -
6:00pm - Tuesday Evening Networking Reception - Session
39 - Burgundy
-
Legal Club Of America -
www.legalclub.com -
Legal Club is a leading provider of access to free and
discounted personal and professional care, including:
Legal Services, Tax Preparation & Advice, Identity
Theft, Financial Education and Personal Counseling.
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7:00pm -
10:00pm House Of Blues Foundation Room No-Host
Reception / Dinner
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The Foundation Room at HOB
New Orleans is a members-only secluded club with unparalleled elegant
space for professional and personal entertaining. Attendees of Workplace
Benefits Renaissance 2007 will be welcome to participate in a special
no-host reception and/or dinner on Tuesday evening, 02/13/07 from 7:00 -
10:00 p.m. If you haven't been to any of the HOB Foundation Rooms, they
are extra-special and this will be a great networking opportunity for
workplace benefit professionals. |
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9:00pm -
? Mardi Gras Parade
Tuesday
February 13th is the middle of Mardi Gras and one week prior to
Fat Tuesday. Each night there is a Mardi Gras parade through the
downtown area that will pass directly in front of the hotel. The exact
time is uncertain, but an estimated guess will be available the day of
the meeting. There is also a hotel balcony to view the parade from that
faces Canal Street (the parade route.)
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Wednesday February 14, 2007
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8am - 5pm
- Registration
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8:00am -
9:30am - Wednesday Breakfast Presentations
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8:00am - 9:30am - Wednesday Breakfast Presentations - Session
44 - Iberville
-
Assist America
Differentiating Your Product From Your Competitor
by Curt Kelly, Vice President
- Home Office Personnel
are invited to learn how some of the biggest carriers
are adding value to their products and differentiating
themselves from their competitors with world-wide travel
assistance.
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8:00am -
9:30am - Wednesday Breakfast Presentations Session 45
- Bourbon -
Colonial Supplemental Insurance -
www.coloniallife.com
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8:00am -
9:30am - Wednesday Breakfast Presentations Session 46
- Burgundy - Texas Life Insurance
Company -
www.texaslife.com
Permanent Life Insurance: The
Gasoline that Fuels the Enrollment Fire by Steve
Worley, Learn how including permanent life insurance in
your voluntary offerings can dramatically increase your
enrollment success -- and your income.
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8:00am -
9:30am - Wednesday Breakfast Presentations Session 48
- Royal Boardroom
- Purchasing Power -
www.purchasingpower.com
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9:45am -
11:45am - Exhibit Halls Open
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12:00pm - 1:30pm - Wednesday Luncheon Presentations
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12:00pm -
1:30pm - Wednesday Luncheon Presentations -
Session 54 - Burgundy
-
Legal Club Of America -
www.legalclub.com Legal
Club is a leading provider of access to free and
discounted personal and professional care, including:
Legal Services, Tax Preparation & Advice, Identity
Theft, Financial Education and Personal Counseling.
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12:00pm -
1:30pm - Wednesday Luncheon Presentations - Session
55 - Chartes -
Health Plan Administrators -
www.hpa-inc.com
Health Plan Administrators, Inc. (HPA), a member of
Independence Holding Company (NYSE: IHC), is a leading
third-party administrator specializing in marketing and
administering short-term medical and other niche health
products.
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12:00pm -
1:30pm - Wednesday Luncheon Presentations -
Session 56 - Toulouse B -
miQUOTES -
www.miquoteshr.com We
Love Bad Working Conditions by Greg Schlatter,
miQuotes.com - The new way to offer Voluntary Insurance
Products without payroll deductions, list bills, or
on-site enrollments. More and more employers are
objecting to on-site enrollments. Don't walk away from
these sales.... turn them in to profit centers.
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1:45pm - 2:30pm - Wednesday Afternoon Presentations
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1:45pm -
2:30pm - Wednesday Afternoon Presentation - Session
57 - Iberville -
UnumProvident -
www.unumprovident.com -
by Ed
Thomas, Large Case Voluntary Worksite Benefits National
Practice Leader
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1:45pm -
2:30pm - Wednesday Afternoon Presentation - Session
60 - Toulouse B -
Common Census -
www.commoncensus.com
- Home Office Portal: Strategy to deploy cases
from the web, receive real time enrollment, reports,
implement case building and more using a scalable,
secure web portal. Home Office or other product vendors
will want to see this presentation.
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1:45pm -
2:30pm - Wednesday Afternoon Presentation - Session
63 - Bourbon - HR
Consulting Group -
www.hrconsultinggroup.com
-
What is happening with Consumer Driven Health with a
Democratic Congress? by Rob Thurston, President, HR
Consulting Group - - Session attendees will hear the
latest legal updates, what benefits can be offered, and
how to select products, Software and vendors to work
with on Consumer Driven Health. Each attendee will
receive a complimentary CD with a PPT presentation,
legal updates, articles and a List of Qualified Vendors.
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1:45pm -
2:30pm - Wednesday Afternoon Presentation - Session
64 - Bienville
-
TranStar® -
www.transtarsystems.com
- by Mike Radlovic, President, TranStar Sytems - " The
Future is Now- Value Added Benefits Meets Electronic
Payment and Commerce" Create a New Revenue Stream with
pre-loaded debit cards issued at the website. Many think
this is one the biggest trends and opportunities at the
workplace.
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2:45pm -
4:45pm - Exhibit Halls Open
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5:00pm - 6:00pm - Wednesday Evening Networking
Receptions
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5:00pm -
6:00pm - Wednesday Evening Networking Reception - Session
65 - Iberville
- AmeriFlex
-
www.flex125.com
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5:00pm -
6:00pm - Wednesday Evening Networking Reception - Session
66 - Toulouse B
- Transamerica Worksite Marketing -
www.transamericaworksite.com
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9:00pm -
? Mardi Gras Parade
Tuesday
February 13th is the middle of Mardi Gras and one week prior to
Fat Tuesday. Each night there is a Mardi Gras parade through the
downtown area that will pass directly in front of the hotel. The exact
time is uncertain, but an estimated guess will be available the day of
the meeting. There is also a hotel balcony to view the parade from that
faces Canal Street (the parade route.)
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Thursday February 15, 2007
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8:30am -
9:30am - Breakfast With Exhibitors
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