Shifting Client Priorities
Mergers and Acquisitions
Cost, Risk and Affordability
Trending Topics in Healthcare
Medicare
10-10:45 a.m.
Proven Ways to Wow Your Clients Post Enrollment Season and Beyond
Steve Odgen, Sales Manager, AgencyBloc
Sponsored by:
Intentional Perpetuation Part I
Brett Rosen, Principal, Rosen Advisory
How to Compare an ICHRA to Traditional Methods
Annette Bechtold, Leadership and Executive Coach and Consultant, Forte Consulting
Matters of Perspective: Generational Viewpoints from Females in Benefits
Janet Trautwein, Executive Vice President & CEO, NABIP; Susan Combs, CEO, Combs & Company, LLC; Jasmine Keating, Client Engagement Manager, MZQ Consulting, LLC; Quincy Atwood, Benefits Advisor, Specialty Risk Insurance; and Lisa Edwards - Hutcherson, Voluntary Benefits Consultant, LME Consulting LLC
Medicare State of the Union – 2023 and Beyond
Moderator: Mike Smith, President, The Brokerage, Inc.
Panelists: Amanda Brewton, Owner of the FMO, Medicare Answers Now; Patricia Griffey, RHU, REBC, Page 1 Agency; Chalen Jackson, Key Accounts Specialist and Compliance Officer, MMG, Inc.
11-11:45 a.m.
Long Term Disability – A Non-Health Insurance Approach Leading You to Success
Dane Rianhard, Principal and Co-Founder, TriBridge Partners, LLC
Sponsored by:
Intentional Perpetuation Part II
Moderator: Brett Rosen, Principal, Rosen Advisory
Panelists: Mark Gaunya, Principal, Borislow; Dan Mangus, VP of Growth and Development, Senior Marketing Specialists; and Robert Tierney, Principal, OneDigital
George Huntley, COO and CFO, Theoris Group, Inc., and CEO, Diabetes Leadership Council
The Crisis in Cost-Sharing: Shifting the Focus from Payment Design to Plan Innovation
Kevin Kickhaefer, President and Chief Growth Officer, Gravie
Clarifying Marketing Rules - Medicare Advantage for PY2024
Mike Smith, President, The Brokerage
Shifting Client Priorities
Legislative Impact
Cost, Risk and Affordability
Trending Topics in Healthcare
Medicare
2-2:45 p.m.
Simplifying HR Benefit Services - Employee Reengagement
Carla Adams, Director of Benefit Services, isolved
Jennifer Spiegel Berman, CEO, MZQ Consulting; Barb Gerken, SVP, Director of Client Innovation and Employee Benefit Compliance, First Insurance Group; Annette Bechtold, Leadership and Executive Coach and Consultant, Forte Consulting; and Ross Carmichael, Managing Director of Compliance and Operations, Higginbotham
How Employers Can Offer Valuable and Affordable Mental Health Benefits
Elizabeth Owings, CEO & Co-Founder, Samata Health, and Sarah Malavernda, Co-Founder & Chief Operating Officer, Samata Health
The Evolution of Reference-Based Pricing
Jacob Bohannon, Director of Business Development, Imagine360, and William Buckley, Regional Vice President, Market Leader, Imagine360
How the Tech World Impacts Medicare
Moderator: Korey Ashton, Director of Client Partnerships & Insurance Solutions, SunFire
Panelists: Justin Brock, President and CEO, Bobby Brock Insurance; Tony Merwin, Owner, Avila Medicare Solutions; and David Ireland, Regional Sales Director, The Brokerage
3-3:45 p.m.
Paramount Communication and Engagement: Maximize Your Enrollment Success
Founder and Owner, Voluntary Disruption
ACA and Beyond Certification Primer
3:00-4:30pm
Paul Roberts, Senior Director of Education & Market Development, Word & Brown
Linda Riddell, Chief Data Scientist, Validation Institute
Telehealth Transformations – From Foundations to Its Future
Reid Rasmussen, Co-Founder and CEO, freshbenies, and Michael Gorton, Founder of Teladoc and Founder and CEO of Recuro
How to Become a 6-Figure Senior Market Advisor
Brandon Clay, CEO, Brandon Clay Enterprises, Author of Six Hours to Six Figures