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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

DITCH THE DARK AGES: DELIVER AN ENGAGED MODERN BENEFITS EXPERIENCE

In an increasingly automated world, members crave a modern benefits experience
that’s streamlined and intuitive — like every other aspect of their life. In
this best practice-packed workshop, learn how to squeeze every bit out of your
plan design by harnessing the power of personalized technology and the secret
weapon — behavior-changing engagement.

Supported by: MEDEFY

TECHNOLOGY WORKSHOP B

2:00 PM - 3:00 PM

ELEVATE YOUR CLIENT RELATIONSHIPS THROUGH BEN ADMIN & PAYROLL INTEGRATION

Join us for a conversation with Ease Co-founder David Reid to explore a simple
way to integrate best-in-class solutions that solve multiple broker and employer
pain points. We’ll unbox smart technology and new revenue streams to help
empower you and grow your book of business — while meeting and satisfying
ever-evolving client needs. In this session, we’ll showcase solutions driven
through top tech integrations made to help you and your clients run a better
business.

Supported 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

TWO TRUTHS & A LIE: HOW TO CHALLENGE THE STATUS QUO ON TECHNOLOGY INVESTMENTS

Technology in the workplace benefits space is finally catching up to consumer
expectations. Brokers and carriers alike are pursuing interactions that maximize
simplicity for customers – and simplicity doesn’t mean a watered-down customer
experience, it means removing the friction across all touchpoints. This workshop
will arm you with the right questions to help determine if the partners you’re
working with are keeping up with this explosion of opportunity.

Supported by: Equitable

TECHNOLOGY WORKSHOP D

3:45 PM - 4:45 PM

THE ONLY HEALTHCARE SOLUTION FOR SMALL-MEDIUM BUSINESSES

Small-Medium businesses are constantly being priced out of the healthcare
system, one that comes with limited access and yearly double-digit premium
growth. As the interface of small business communities, brokers are tired of
traditional healthcare plans that are too unattainable for their clients,
resulting in low participation rates on plans that employees simply cannot
afford to opt into. See how you can bring back choice for clients that are
looking for a better way. Let's discuss the only options for SMB’s, and how they
can break into the self-funded market with ease.

Supported by: Redirect Health

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4:50 PM - 5:35 PM | FAST & FURIOUS

Join us for this fun and fast-paced session, where attendees will share their
best idea or piece of business advice in 60 seconds or
less. The audience will vote for the winner live and end everyone walks away
with over 50 strategic ideas that can be implemented
immediately!

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


Hosted by:  

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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


Hosted by:  

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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

ENHANCING MEMBER ENGAGEMENT AND HEALTH OUTCOMES: THE POWER OF A SIMPLE HEALTH
PLAN OVERLAY

Supported 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



Supported by: NexBen

FOCUS WORKSHOP

11:00 AM - 12:15 PM

REFERENCE-BASED PRICING – GAME- CHANGING TRENDS & ELEVATED CLIENT SATISFACTION



Supported by: Imagine360

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12:00 PM - 2:00 PM | DAY TWO LUNCHEON IN EXHIBIT HALL & SOLUTIONS STAGE
PRESENTATIONS

Solutions Stage Schedule

 * 12:30 PM - 12:40 PM | The Future of Benefits Billing: One Solution, and Pay
   Them All Hosted by AdminaHealth
 * 12:45 PM - 12:55 PM | TBC Hosted by Color Health
 * 1:00 PM - 1:10 PM | Fostering a Culture of Mental Health for All Hosted by 
   KOA Health
 * 1:15 PM - 1:25 PM | The Domino Effect of Investing in Primary Care: Why
   Employers Need DPC Hosted by Hint Connect
 * 1:30 PM - 1:40 PM | One Company. One Platform. Reducing the Total Cost of
   Care Hosted By The Occunet
 * 1:45 PM - 1:55 PM |  Human Interest, SECURE 2.0 & State Mandates Hosted By
   Human Interest

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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

BROKERS AND VOLUNTARY BENEFITS: UPDATED INDUSTRY TRENDS AND BROKER INSIGHTS

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 & SOLUTIONS STAGE
PRESENTATIONS

Solutions Stage Schedule

 * 4:00 PM - 4:10 PM |  Redefining Well-Being for Your Clients Hosted By Espyr
 * 4:20 PM - 4:30 PM |  Vitori Health: The Last Health Plan You’ll Ever Need
   Hosted By Vitori Health
 * 4:35 PM - 4:45 PM |  How Do You Pronounce ICHRA and How Can it Help Your
   Clients? Hosted By Take Command


Hosted by:    

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



Jenni Bickerstaff - AHT Insurance
Nancy Giacolone - Olympic Crest Insurance, Inc.
Bryce Heinbaugh - IEN Risk Management Consultants
Dan LaBroad - Ovation Health & Life Services
Brian Uhlig - GCG Financial

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




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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

Join this session to hear from the next generation of benefits professionals as
they share stories and detail why there is plenty of reason to be optimistic
about the future of our industry.



Bukola Ishola, Client Manager - Nava Benefits
Elsa Glorioso, Vice President, Insurance Services - PeopleStrategy
Sims Tillirson, Regional Director, Consultant Relations - Alight
Dylan Slattery, Co - Founder & CEO - Excel Health Plans


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12:00 PM - | END OF CONFERENCE

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