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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 

Workplace Benefits Association Privacy Policy

 

Workplace Benefits Renaissance 2007
Agenda

 
Tuesday February 13, 2007

8:30am - 7pm - Registration

10:00am - 10:45am - Tuesday Mid-Morning Sessions

10:00am - 10:45am - Mid-Morning  Session 1 - Iberville - 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.

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!!

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.

0:00am - 10:45am - Mid-Morning  Session 6 - Toulouse A - Total Benefit Communications, Inc. - www.benefitprojects.com  - 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

11:00am - 11:45pm - Tuesday Late Morning Sessions

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.

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.

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.

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.

12:00pm - 1:30pm - Tuesday Key-Note Luncheon Presentation - Arthur Hardy (Included in your meeting registration)

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: 

Arthur Hardy - The Voice of MARDI GRAS!

8:00am - 9:30am - Tuesday Lunch Session 15 - Royal Boardroom - Purchasing Power - www.purchasingpower.com

1:45pm - 2:30pm - Tuesday Afternoon Presentations

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.

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.

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.

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.

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.
 

2:45pm - 5:00pm - Exhibit Halls Open

5:00pm - 6:00pm - Tuesday Evening Networking Receptions

5:00pm - 6:00pm - Tuesday Evening Networking Reception  - Session  34 - Toulouse B  - Transamerica Worksite Marketing - www.transamericaworksite.com

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. 

7:00pm - 10:00pm
House Of Blues Foundation Room No-Host Reception / Dinner

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.

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.)

Wednesday February 14, 2007

8am - 5pm - Registration

8:00am - 9:30am - Wednesday Breakfast Presentations

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.

8:00am - 9:30am - Wednesday Breakfast Presentations Session 45 - Bourbon - Colonial Supplemental Insurance - www.coloniallife.com

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.

8:00am - 9:30am - Wednesday Breakfast Presentations Session 48 - Royal Boardroom - Purchasing Power - www.purchasingpower.com

9:45am - 11:45am - Exhibit Halls Open

12:00pm - 1:30pm - Wednesday Luncheon Presentations

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.

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.

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.

1:45pm - 2:30pm - Wednesday Afternoon Presentations 

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

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.

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.

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.

2:45pm - 4:45pm - Exhibit Halls Open

5:00pm - 6:00pm - Wednesday Evening Networking Receptions

5:00pm - 6:00pm - Wednesday Evening Networking Reception - Session  65 - Iberville - AmeriFlex - www.flex125.com  

5:00pm - 6:00pm - Wednesday Evening Networking Reception - Session  66 - Toulouse B - Transamerica Worksite Marketing - www.transamericaworksite.com

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.)

Thursday February 15, 2007

8:30am - 9:30am - Breakfast With Exhibitors

Proviso

The Workplace Benefits Association does not sell workplace benefits and is not in the business of offering advice.

THIS WEB SITE SHOULD NOT BE CONSIDERED AS ADVICE: The information contained in this web site is for informational purposes only and should not be considered advice. It is provided only as general information that may or may not reflect the most current legal developments. Consequently, the information should not be construed as legal, accounting, tax, investment or other professional advice or services. Each visitor is urged to consult a qualified professional who understands the visitor's particular factual situation before making any decision, and the Workplace Benefits Association disclaims any responsibility for any action taken by visitors in their specific cases or for any misinterpretation on the part of such persons. The Workplace Benefits Association makes no representation that this site or any content on or accessed through the site are appropriate or available for use in other jurisdictions. You are responsible for compliance with all applicable laws and regulations.

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