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AGENDA

 * Monday, May 8, 2023

 * Tuesday, May 9, 2023

 * Wednesday, May 10, 2023


MONDAY, MAY 8, 2023

8:00 AM - 11:00 AM | NABIP WORKSHOP: INDIVIDUAL COVERAGE HEALTH REIMBURSEMENT
ARRANGEMENTS (ICHRA) CERTIFICATION COURSE

ICHRA is an evolution of the standard HRA. What makes ICHRA unique is that
it can reimburse employees tax-free for individual health insurance premiums.
This means employers may choose to forgo offering a traditional group health
plan to employees. Instead, employees offered and accept an ICHRA, buy their
own individual health insurance plan and receive tax-free premium reimbursement
for some or all the cost. This plan -type puts employers in the driver’s seat.
They design their plan, determine the participants, and establish the limits. 

This three-hour course provides benefits and insurance professionals the
training to better advise employers (brokers, CPAs, Attorneys, consultants) and
achieve a higher comprehension level of the ICHRA market. Join leading experts
Mark Mixer and Annette Bechtold, REBC, ChHC, CIC HRA Council who will provide
both a foundational framework and insight as to where ICHRAs are best utilized.

Course instruction will cover: 

 * Traditional Uses of HRAs and Reasons for Introduction for ICHRA
 * Federal Regulations
 * Interaction with Affordable Care Act – Affordability and Funding
 * The Individual Market
 * Employer Considerations for Viability
 * Interaction with ERISA
 * Operational Considerations
 * Broker Planning, Preparation and Considerations

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8:00 AM - 5:30 PM | REGISTRATION

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11:00 AM - 11:45 AM | OPENING KEYNOTE - BET ON YOURSELF & YOU’LL ALWAYS WIN:
OVERCOMING SETBACKS, WITH MOLLY BLOOM

How do you come back from a failure? After the FBI arrested Molly Bloom and
confiscated all her earnings from her poker business, she could have given up.
Instead, she used the same lessons she learned from her father that led her to
come back from back surgery to be ranked No. 3 in North America in moguls, to
overcome this setback. She wrote the bestselling memoir, Molly’s Game, convinced
Aaron Sorkin to write the screenplay, and the film earned an Oscar nomination
for Best Screenplay. In this inspiring talk, Bloom will share true stories and
life lessons showing that when you bet on yourself in business, you can always
win.


 Molly Bloom
  Inspirational Keynote Speaker, Entrepreneur, and Bestselling author of Molly's
Game


 

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EDUCATION

11:50 AM - 12:35 PM

PROSPECTING FOR NEW BUSINESS: WHAT’S WORKING FOR TOP BROKERS?

MOTIVATION

11:50 AM - 12:35 PM

FROM MEDIOCRITY TO INDUSTRY MVP - 10 THINGS TO TAKE YOU TO THE NEXT LEVEL

INNOVATION

11:50 AM - 12:35 PM

A RISING TIDE LIFTS ALL BOATS: CREATING CHANGE IN HEALTHCARE

ADMINISTRATION  

11:50 AM - 12:35 PM

THINK BIG: CHANGE IS HAPPENING AT A PACE NEVER EXPERIENCED BEFORE

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12:35 PM - 2:00 PM | WELCOME LUNCHEON WITHIN THE EXHIBIT HALL

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TECHNOLOGY WORKSHOP A

2:00 PM - 3:00 PM

TECHNOLOGY WORKSHOP HOSTED BY MEDEFY

TECHNOLOGY WORKSHOP B

2:00 PM - 3:00 PM

TECH WORKSHOP HOSTED BY ADP

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EDUCATION

3:00 PM - 3:45 PM

3 MEGA TRENDS IN EMPLOYEE BENEFITS – AND WHAT THEY MEAN FOR BROKERS

MOTIVATION

3:00 PM - 3:45 PM

ATTAINABLE HABITS THAT DRIVE SALES SUCCESS

INNOVATION

3:00 PM - 3:45 PM

COMMUNICATION & ENGAGEMENT: MAXIMIZING YOUR ENROLLMENT SUCCESS

ADMINISTRATION  

3:00 PM - 3:45 PM

DIRECT PRIMARY CARE AND REFERENCE-BASED PRICING: A MATCH MADE IN HEAVEN

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TECHNOLOGY WORKSHOP C

3:45 PM - 4:45 PM

TECHNOLOGY WORKSHOP C

TECHNOLOGY WORKSHOP D

3:45 PM - 4:45 PM

TECHNOLOGY WORKSHOP HOSTED BY REDIRECT HEALTH #1

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4:50 PM - 5:35 PM | AFTERNOON KEYNOTE ADDRESS

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5:35 PM - 7:00 PM | WELCOME COCKTAIL RECEPTION HOSTED WALMART HEALTH VIRTUAL
CARE

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TUESDAY, MAY 9, 2023

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7:45 AM - 5:00 PM | REGISTRATION

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8:00 AM - 9:00 AM | NETWORKING BREAKFAST IN THE EXHIBIT HALL

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9:00 AM - 10:00 AM | MORNING KEYNOTE ADDRESS: INSIDE THE MIND OF LEADER &
BUSINESS SHARK: A CONVERSATION WITH SHARK TANK INVESTOR & FUBU CEO DAYMOND JOHN



Daymond John
Shark Tank Investor, Entrepreneur, and FUBU CEO shares his inspirational stories
of overcoming obstacles to achieve success

 

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EDUCATION

10:15 AM - 11:00 AM

FOUNDERS FIGHTS & INSIGHTS: WINS & LOSSES WITH VIRTUAL CARE

MOTIVATION

10:15 AM - 11:00 AM

GAME-CHANGERS: STRATEGIES THAT SET TOP ADVISORS APART

INNOVATION

10:15 AM - 11:00 AM

MATTERS OF PERSPECTIVE: GENERATIONAL VIEWPOINTS FROM FEMALES IN BENEFITS

ADMINISTRATION  

10:15 AM - 11:00 AM

TOP 10 ADVISOR COMPLIANCE TIPS FOR 2023 AND BEYOND

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TECHNOLOGY WORKSHOP E

11:00 AM - 12:00 PM

TECHNOLOGY WORKSHOP HOSTED BY GARNER HEALTH

TECHNOLOGY WORKSHOP F

11:00 AM - 12:00 PM

HOW ICHRAS ARE DRIVING GROWTH AND RETENTION FOR BROKERS AND SAVINGS FOR
EMPLOYERS

FOCUS WORKSHOP (11:15 - 12:45)2

11:00 AM - 12:15 PM

REFERENCE-BASED PRICING – GAME-CHANGING TRENDS THAT ELEVATE CLIENT SATISFACTION

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12:00 PM - 2:00 PM | DAY TWO LUNCHEON IN EXHIBIT HALL

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2:00 PM - 3:00 PM | AFTERNOON KEYNOTE ADDRESS: THE FUTURE OF HEALTHCARE AND WHAT
YOU CAN DO ABOUT IT

This fast-paced, example-filled presentation shows how and why healthcare will
change more in this decade than it did in the previous 50 years.  It explores
individual implications of the revolution in medical science, new capabilities
of information and communications technologies, the impact of demographic shifts
in the US population, and the economy’s role in restructuring supply and demand
for medical services. Reform and other changes are realistically examined, with
specific recommendations for benefits advisors and other industry
professionals. 


 Jeffrey C. Bauer, Ph.D.
  Health Futurist and Medical Economist


 

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EDUCATION

3:05 PM - 3:50 PM

DO MORE THAN JUST SELL HEALTH INSURANCE

MOTIVATION

3:05 PM - 3:50 PM

FAST & FURIOUS

INNOVATION

3:05 PM - 3:50 PM

OUTSIDE TALENT: THE KEY TO OUR INDUSTRY’S FUTURE

ADMINISTRATION  

3:05 PM - 3:50 PM

BROKER OF THE YEAR ALUMNI: WHAT'S NEW?

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3:50 PM - 4:50 PM | AFTERNOON BREAK IN EXHIBIT HALL

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4:50 PM - 5:50 PM | BENEFITSPRO BROKER OF THE YEAR PRESENTATION & PANEL

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6:00 PM - 8:30 PM | BENEFITSPRO PARTY @ THE HARD ROCK

Hosted by: The OccuNet Company

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WEDNESDAY, MAY 10, 2023

8:30 AM - 9:30 AM | NETWORKING BREAKFAST

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8:30 AM - 10:30 AM | REGISTRATION

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EDUCATION

9:30 AM - 10:15 AM

HOW TO LEVERAGE FINANCIAL WELLNESS TO MAXIMIZE YOUR BOTTOM LINE

MOTIVATIONAL

9:30 AM - 10:15 AM

A PEEK BEHIND THE CURTAIN: CONVERSATIONS WITH THE C-SUITE

INNOVATION

9:30 AM - 10:15 AM

DAVID V. GOLIATH: HOW CAN BROKERS STAY AHEAD OF BIG TECH

ADMINISTRATION  

9:30 AM - 10:15 AM

WINNING, SERVING, AND RETAINING GROUPS WITH HARD-TO-REACH EMPLOYEES

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10:30 AM - 12:00 PM | BEN TALKS: THE FUTURE OF BENEFITS

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12:00 PM - | END OF CONFERENCE

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