AC 2023 Banner

Professional Development Day Agenda


Shifting Client Priorities
Mergers and Acquisitions
Cost, Risk and Affordability
Trending Topics in Healthcare
10-10:45 a.m.

How to Compare an ICHRA to Traditional Methods

Annette Bechtold, Leadership and Executive Coach and Consultant, Forte Consulting

Presentation Slides

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. 

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

Presentation Slides


Shifting Client Priorities
Legislative Impact
Cost, Risk and Affordability
Trending Topics in Healthcare
2-2:45 p.m.

Compliance Corner

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

Presentation Slides

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.

ACA and Beyond Certification Primer


Paul Roberts, Senior Director of Education & Market Development, Word & Brown

Presentation Slides

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

Presentation Slides