2014 FORUM & Expo Conference Workbook

ATLANTA, MAY 7-9, 2014Produced by The Institute for HealthCare Consumerism

www.theihccFORUM.cOM

www.theihccFORUM.cOM May 7-9, 2014Atlanta

Visit the ihC Booth to LeARn. cOnnect. ShARe. Learn the Benefits of BeComing an ihC memBer

heALthcARe cOnSUMeRiSM: the SOLUtiOn

FOR heALthcARe ReFORM

cOnFeRence wORkbOOkYour guide to the institute for healthCare Consumerism forum & eXPo

We believe every American deserves

affordable health care.

With rapid market changes,

and the explosive growth

of Consumer-Directed

Healthcare, employers

are facing greater

challenges than

ever to deliver the

right solution(s).

You deserve to

partner with a business

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together experience,

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– and passion – to

deliver the right mix of CDH

options to your organization.

We are that partner.

HSAs, FSAs, HRAs and more...

94%client satisfaction 2.5

million+participants

online

mobile

24/7 support

Visit ConnectYourCare at booth 210 to learn more.

©2014 ConnectYourCare

$1.9billionclient assets

3

ATLANTA, MAY 7-9, 2014

cOntentSwelcome Letter 5

table topic Discussions 7congratulations Superstars 8-9

Agenda 10-12

conference Site Plan 13

exhibit Floor Plan 15

Pre-conference Overview 17

Pre-conference i 19

Pre-conference ii 20

Pre-conference iii 21

Pre-conference iV 23

Lunch & Learn 24

General Sessions 26-27

workshops 29-70

Sponsor and Partner thank You 72

Platinum, Gold, Silver Sponsors 73-75

bronze exhibitors 76-81

Partners 82-85

thank You 86

forum presentations will be available online at www.theihccforum.com/2014-ihc-forum-and-expo/presentations

5

ATLANTA, MAY 7-9, 2014weLcOMe

Doug FieldCEO and FounderThe Institute for HealthCare Consumerism

Ron bachman, FSA, MAAAChairman of The Institute for HealthCare Consumerism Advisory Board

Dear attendees, speakers and sponsors:

On behalf of all of us at The Institute for HealthCare Consumerism, we want to welcome and thank you for participating in the fifth annual ihc FORUM & expo conference. Since its origin, IHC FORUM has been the epicenter of the health care consumerism mega-trend, and now in its fifth year, the industry is adopting its founding principles at an accelerated rate.

We want to thank those speakers, attendees, partners and sponsors who have been with us previously and have returned once again to the Cobb Galleria Centre. This venue has been a gracious host over the years, and we will return to this location again for the sixth annual ihc FORUM & expo in May 2015.

While the IHC FORUM conference series continues to provide access to mastering all aspects of implementing a successful health and benefits program, at the same time, we are well aware that many employers are currently implementing or considering a private exchange, a model that represents the most significant shift in how Americans purchase benefits in years.

Therefore, this year’s program provides deeper and wider exchange education than any other conference out there. Don’t miss our pre-conference event on Day One — an in-depth workshop to help employers better understand exchanges and defined contribution led by the Private Exchange Evaluation Collaborative and PwC. At the end of Day Two — before the evening Wine & Cheese Reception — industry leaders representing different exchange models will meet for a not-to-miss panel discussion. Throughout the conference, key workshops and ShARe sessions will cover the exchanges in more detail. After these events, attendees will be equipped with a much better understanding of which models best fit certain employee populations.

Just as the health and benefits industry is making significant changes, so too is the IHC FORUM Conference Series. This year, we are proud to offer our new ihc University certification Program where participants can become certified in healthcare consumerism (chc) by attending our special hands-on “Making Health Care Consumerism Work” pre-conference certification course, attending IHC FORUM general sessions and applying to take our 100-question online certification exam.

With five pre-conference events, six general sessions, 32 workshops, over 100 speakers, 60+ exhibitors and two evening networking receptions this is the largest IHC FORUM & Expo conference we have produced yet. And it could not have come at a more important time for the industry. Whether you are on the path to health care consumerism or deep into implementation, IHC FORUM & Expo will provide you with the tools needed for a successful journey as “The Solution to Health Care Reform.”

We would like to extend a special thanks to our first-ever platinum sponsor: ConnectYourCare. We would also like to extend our thanks to our two gold sponsors: WageWorks and HealthSparq. And to our many silver sponsors: Alegeus Technologies, Health Savings Administrators, FusionHealth, PayFlex, MasterCard, Visa Healthcare, Foundation for Chiropractic Progress, Ceridian LifeWorks, Evolution1, gBehavior, RedBrick Health, Truven Health Analytics, ClearCost Health, Interactive Health, Hooper Holmes Health & Wellness, Healthstat and Alere.

Again, we sincerely appreciate your participation and look forward to your feedback at the end of the event.

Thank you..

07912-hs/04-07-14

© 2014 HealthSparq, Inc.

Healthcare innovation powered by HealthSparqHealthSparq ignited the healthcare transparency revolution eight years ago. Today

we’re leading it—empowering patients to become informed healthcare consumers.

HealthSparq.com | 855-SPARQ-IT (855-772-7748)

HealthSparq, a leader in healthcare transparency solutions, invites you to put your best guess to the test and play how can that PRice be Right ...

Throughout the IHC Forum & Expo, be on the lookout for our game host Bob Pricer! He’s the guy sporting a bow tie. Play a quick pricing game with Bob on the Expo fl oor or at Booth #235 and you could win a prize and be invited to come on down!

That’s right! Winners of the fl oor games and our booth games will have a chance to take the General Session Stage and compete for even bigger prizes. Guess correctly and you might even make it to the ultimate Pricing Showdown!

Do you know the cost of a colonoscopy? Would you recognize an MRI bargain if you saw one? Since healthcare pricing is mostly a guessing game, we made a game out of it!

60 health plans across the country count on HealthSparq’s integrated transparency solutions. To learn how we can empower your members or employees, come on down to Booth #235!

HEALTHSPARQ®INVITESYOUAT BOOTH #235

TO PLAY

7


tAbLe tOPic DiScUSSiOnSThursday – May 8, 2014

Lunch – 12 noon to 1:00 P.M. in the Exhibit Hall

Limited to nine attendees per table, enjoy an interactive lunch with key healthcare leaders and have the opportunity to engage in an open discussion on the featured Table Topic of your choice. On a first-come, first-serve basis, please sign-up at the Registration Desk for your chance to be a part of this valuable experience.

LeARn. cOnnect. ShARe.

Below is a sample of discussion topics from which to choose:• Martin Trussell | “CDH Industry Trends”• Janice Rahm | “How to pick the right wellness partner — what questions to ask to

make an informed decision”• Donna Smith | “How the Nation’s Largest Claims Dataset Can Fuel a Variety of

Consumer-Oriented Transparency Tools” • Cambria Smith | “A New Era of Retiree Medical Benefits”• Jen Daniel | “Learn from 1.7 Million Employees: Planning for 2015 Annual Enrollment”• John Barrera | “Challenges and Opportunities in Healthcare for Stakeholders in the ACA”• Doug Barrington | “How do you make employees better healthcare consumers?

The importance of a personal healthcare concierge in driving consumerism”• Josh Rademacher | “Creative Onsite Healthcare Strategies for Distributed Workforces” • Dino Dibella | “Pass through PBM pricing vs. Traditional Pricing”• Reid Rasmussen | Fact vs. Fiction: “Does TeleHealth Save Money?”• Frazier Sherrill | “America’s Oral Health Report“• Brent Hines | “Financially Well Organizations; Manage the Behavior Not the Results”• Tony Roehl | “The future of health insurance and the role of health insurance brokers?”• Alissa Gavrilescu | “What to look for when partnering with a Private Exchange”

07912-hs/04-07-14



we’re leading it—empowering patients to become informed healthcare consumers.


HealthSparq, a leader in healthcare transparency solutions, invites you to put your best guess to the test and play how can that PRice be Right ...

Throughout the IHC Forum & Expo, be on the lookout for our game host Bob Pricer! He’s the guy sporting a bow tie. Play a quick pricing game with Bob on the Expo fl oor or at Booth #235 and you could win a prize and be invited to come on down!

That’s right! Winners of the fl oor games and our booth games will have a chance to take the General Session Stage and compete for even bigger prizes. Guess correctly and you might even make it to the ultimate Pricing Showdown!

Do you know the cost of a colonoscopy? Would you recognize an MRI bargain if you saw one? Since healthcare pricing is mostly a guessing game, we made a game out of it!

60 health plans across the country count on HealthSparq’s integrated transparency solutions. To learn how we can empower your members or employees, come on down to Booth #235!

HEALTHSPARQ®INVITESYOUAT BOOTH #235

TO PLAY

NomiNate & RecogNize InnovatIve HealtH & BenefIts Managers

n John J. Robbins Sr., Memorial CEO Leadership Award: To an outstanding leader of any size organization who is an exceptional businessperson, as well as a successful parent and pillar of the com-munity.

n CEO Leadership Award: To an outstanding leader of any size organization, who embraces supports and endorses an innovative health care or benefits program.

n Most Innovative Plan Design Award: To an HR/Benefits execu-tive who identified and solved a problem using an innovative health care or benefits program.

n Most Effective Plan Implementation Award: To an HR/Benefits team that successfully implemented a health care or benefits program and exceeded goals or reaped unanticipated successes.

n Most Innovative Employee Education/Communication Award: To an employer, who designed and implemented tools for their employees that exceeded plan participation.

n Most Innovative Employee Empowerment Award: To an employer, who designed and implemented tools that had a high

engagement of employee participation in a health care or benefits program.

n Most Effective Population Health & Wellness Award: To an employer who uses the most innovative method to reduce absentee-ism and chronic disease costs to improve overall employee health.

n Public Policy Leadership Award: An individual who encourages health care consumerism in public policy through legislation.

n Most Effective Solution Provider Award: To a solution provider who introduces the most innovative health care or benefit solution.

n Most Innovative Partner-Consultant Award: To a consultant who worked most effectively with an HR/Benefits team to implement a health care or benefits program.

n Most Innovative Broker Award: To a broker, who learned a cli-ent’s needs and provided the most effective solution for the employer.

n Health Plan Innovation Award: To a health plan that actively pro-motes consumerism and engages members in their health through inno-vative product offerings, tools and communication. (New for 2014!)

Do you know someone who goes the extra mile as a creative problem solver and innovator?

The Institute for HealthCare Consumerism (www.theihcc.com) is looking for the industry’s true superstars — professionals in health care and benefit management, including: employers, solutions providers, brokers, TPAs and HR managers, who have excelled at implementing solutions to complex health care benefits issues. Superstars will be published December 2014 in our annual HealthCare Consumerism Superstars issue and will be accessible to more than 70,000 readers.

For details, please visit www.theihcc.com. Nominations close October 1, 2014. E-mail your Superstar nomination to [email protected] or nominate online.

NoMiNaTioN CaTEgoriEs:Nomination Categories for 500 - 2500 employees, 2501 - 7500 employees, and 7500+ employees

Nominate a superstar Today!

The Leading Annual Awards Issue from TheIHCC.com — Publishers of HealthCare Consumerism Solutions Magazine

HR Visionary of the Year Award, Sponsored by:

To formally recognize human resource and benefits professionals who are promoting healthy sight to

their workforce through superior vision care benefits offerings and

education.

superstar awards

John J. Robbins Senior Memorial HealthCare Consumerism Leadership Award• Stephen Neeleman, MD, CEO,

HealthEquity, Inc.

CEO Leadership Award • Bob Chapman, CEO, Barry-Wehmiller• Jason Gorevic, CEO, Teladoc• Thom Mangan, CEO, United Benefit

Advisors

Most Innovative Health & Benefit Plan Design Award• Sandra Foster, SVP of Human Resources,

BeavEx, Inc.• Milt Ezzard, Senior Director, Global

Benefits, Activision Blizzard• Jeff Ellis, VP & CFO, Corporate HR

Shared Services and John Socha, Executive Director, Health Care Operations, MGM Resorts International

• Julie Eng, Director, Benefits/HRIS/Retirement Services, St. Luke’s Health System

• Helene Sanford, Director, HR and Compensation, Intersil

Most Effective Private Exchange Implementation• Danielle Krigen, SVP of Total Rewards

and HR Shared Services, Darden Holdings

• Bill Pelicano, CEO, PrimePay• Marne Oberg, Vice President, HR and

Corporate Communications, AIC• Vito Ponzio, Senior Vice President, BioScrip

Most Innovative Employee Communication & Education Award• Debra Bisgaard, Retirement Services

Manager, Black Hills Corp.• Hamilton Mears, Wellness Plans

Administrator, Scripps Health • Diane Pozdolski, VP of Compensation,

Benefits and HRIS, BCBS of Minnesota• Robin Vickers, Manager of Benefits,

Health, Welfare & Compliance, Baylor College of Medicine

HR Visionary Award• Sean O’Keefe, Business Manager,

Trumbull Board of Education• Susan Eutizzi, Director, Compensation &

Benefits, Roundy’s Supermarkets, Inc.• Vincent Colonna, Director, Benefits,

Broward Health

Most Innovative Employee Empowerment Award• Jennifer Flory, Senior Manager, Health

Plan Operations, State of Kansas• Helen Nelling, Director, Compensation &

Benefits, Wayne Farms

Most Effective Population Health Management Award• Martha Whiteman, Health Improvement

Strategy Director, Cummins• Art Swain, VP of Human Resources,

Grand Lake Health System• Erica Ullman, Global Wellness Manager,

Life Technologies• Josh Smith, Director, Product

Development and Benefits Administration, Blue Cross Blue Shield Federal Employee Program

• Dennis Branch, VP Human Resources, NA, AGCO

• Sandra Morris, U.S. Benefits Design, Procter & Gamble

• Beth Francis, Chief Human Resources Officer, Baptist Health System

Public Policy Leadership Award• Greg Scandlen, Senior Fellow, Health

Care, The Heartland Institute

Most Innovative Partner-Consultant Award• Eric Grossman, Senior Partner, National

Exchange Leader, Mercer• Don Weber, Managing Director,

PricewaterhouseCoopers• Beverly Gossage, President, HSA Benefits

ConsultingMost Innovative Broker Award• Elena Merino, President & CEO, The

Meridian Group• John Hearn, Principal, The Benefit

Company• Thomas Beal, President & CEO, Beal

Benefit Solutions

industry innovators

Top Five 2013 Industry Innovators:• Shawn Jenkins, CEO, Benefitfocus• Bob Natt, Executive Chairman,

Alegeus Technologies• Josh Stevens, CEO, Keas• Mark Thierer, Chairman and CEO,

Catamaran Rx• Bryce Williams, Managing Director,

Towers Watson’s Exchange Solutions

2013 Industry Innovators:• Intrepid• Grand Rounds• empowris• New Benefits• Fusion Health• WageWorks• MasterCard• eflexgroup• Healthsparq• CodeBaby• Apollo Healthcare• hubbub health• Evolution1 • Accolade• Castlight Health• bswift• Bloom Health• Stat Health Services• Avidia Bank• Cielostar

We are proud to highlight those unsung heroes who are making a difference in the arena of health care consumerism and worthy to be called superstars.

in our eighth year, we have identified 57 innovative companies, executives, brokers and consultants in various categories, including leadership, plan design, implementation and more who are superstars in the area of health and benefit management.

We profile the best of the best in health and benefit management. Learn best practices of implementation from these superstars and see if their innovative solutions would be a perfect fit for your company.

Showcasing Innovative Health and Benefit Management3(From the publishers of HealthCare Consumerism Solutions, the official magazine of The Institute for HealthCare Consumerism)

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ATLANTA, MAY 7-9, 2014ATLANTA, MAY 7-9, 2014

2014 FORUM & exPO AGenDAtUeSDAY, MAY 6

12:00 noon – 7:00 pm exhibitor Setup

3:00 pm – 7:00 pm Registration Open

weDneSDAY, MAY 7

8:00 am – 5:00 pm Registration Opens

9:00 am – 1:00 pm Pre-conference events

1:15 pm – 2:15 pm Lunch and Learn

2:30 pm – 4:30 pm Opening keynote Address “Health Reform 2.0: The Great Debate!” John Goodman, PhD versus Kenneth E. Thorpe, PhD

4:30 pm – 4:45 pm networking break / exhibits Open

4:45 pm – 5:45 pm track no. 1 workshops (Choose from 8 available)

LeARn SESSION 101: Drive Behavior Change with Year-Round Engagement

LeARn SESSION 102: The Future of Private Insurance Exchanges: How Deeper Service Offerings and Technology Change the Consumer Experience

LeARn SESSION 103: Four Surefire Ways to Jump Start (or Reinvent) Your Wellness Initiatives

cOnnect SESSION 104: Session for Brokers: Defined Contribution – The CDHC Trifecta

cOnnect SESSION 105: Panel Discussion: Supplemental Health in the Changing Health Care Benefits Landscape

cOnnect SESSION 106: The Fundamentals of Health Care Consumerism and the Principles Behind The Institute for HealthCare Consumerism

ShARe SESSION 107: Panel Discussion on Retail Health Clinics: Case Studies and Trends in Accessible, Affordable Healthcare Systems Based in Retail Locations and the Value Proposition for Employers

ShARe SESSION 108: Panel Discussion on TeleHealth: Improving Access through On-Site Solutions, Telemedicine and Technology

5:45 pm – 7:15 pm Opening of exhibit hall Opening night Reception in exhibit hall

7:30 pm – 9:30 pm League of Leaders Dinner (Invitation Only) Waverly Hotel

stay after each general session for the “HoW CaN THaT PriCE BE rigHT game! CoME oN DoWN!”

HEALTHSPARQ®INVITES YOU TOPLAY ATBOOTH #235

11


thURSDAY, MAY 8

7:30 am – 5:00 pm Registration Open

7:30 am – 8:45 am networking breakfast / exhibits Open

8:45 am – 9:00 am welcome by Doug Field, CEO, The Institute for HealthCare Consumerism

9:00 am – 10:30 am Opening General Session: “An Outstanding Panel of Leading Physicians discuss “Healthcare Consumerism: the Solution for Health Reform”

10:30 am – 11:00 am networking break / exhibits Open

11:00 am – 12 noon track no. 2 workshops (Choose from 8 available)

LeARn SESSION 201: Thief in the Night: How to Stop Sleep Apnea from Robbing Your Company While You Sleep

LeARn SESSION 202: Wellness that Works

LeARn SESSION 203: Investing with HSA Funds

cOnnect SESSION 204: Session for Brokers: Improving the Population Health through Technology

cOnnect SESSION 205: Somewhere Between Action and Apathy: Introducing the ACE Measure of Consumer Health Engagement

cOnnect SESSION 206: Ingenuity to the Rescue. Employers Seize Control.

ShARe SESSION 207: Employer Panel on Healthcare Consumerism: Wellness, Incentives, and Engagement

ShARe SESSION 208: Panel Discussion on Health Care Transparency: The Facts are Obligatory!

12 noon – 1:00 pm table topic Lunch Discussion

12 noon – 1:30 pm Lunch / exhibit Open

1:30 pm – 2:45 pm Afternoon General Session: “Health Care Reform and Compliance Issues”


3:00 pm – 4:00 pm track no. 3 workshops (Choose from 8 available)

LeARn SESSION 301: Outcomes-based Strategies with Incentives Result in Employer Gain

LeARn SESSION 302: Prepaid: The New Consumer Access Point for Healthcare

LeARn SESSION 303: Shaping Consumer Health Habits through an Intelligent Health Engagement Hub

cOnnect SESSION 304: Session for Brokers: Modifying, Refining and Adapting in the Topsy, Turvy World of Small Group Health Insurance

cOnnect SESSION 305: Employer Panel Discussion: Moving to Consumerism — Selling the C-Suite

cOnnect SESSION 306: ACA Compliance & Strategies Update — Open Discussion

ShARe SESSION 307: Pharmacy Benefit Management: The Value to Employees and Consumers Can Be Significant

ShARe SESSION 308: Panel Discussion on Medical Travel: ALL ABOARD! U.S. Centers of Excellence Banking on Employer and Payer Uptake of Domestic Medical Travel Benefits


4:15 pm – 5:45 pm closing General Session: “Defined Contribution and Public/Private Exchanges: a Panel Discussion with Leading Experts” Sponsored by:

5:45 pm – 7:30 pm networking wine & cheese Reception in the exhibit hall Private healthcare exchange Showcase Sponsored by:

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2014 FORUM & exPO AGenDAFRiDAY, MAY 9

7:30 am – 8:30 am networking breakfast / exhibits Open

8:30 am – 10:00 am Morning General Session: “Healthcare Reform: Creating Better Consumers of Health and Healthcare through Improvements in Plan Design, Transparency, Engagement and More”

10:00 am – 10:30 am networking break / exhibits Open

10:30 am – 11:30 am track no. 4 workshops (Choose from 8 available)

LeARn SESSION 401: Five Strategies for a Sustainable Wellness Program

LeARn SESSION 402: Creating Engaged Healthcare Consumers

LeARn SESSION 403: Designing Price and Quality Transparency for Maximum Engagement and Results

cOnnect SESSION 404: Session for Brokers: Values-Based Wellness – The Power in Knowing the Why of Employee Wellness

cOnnect SESSION 405: Learn the Barry-Wehmiller approach to “Organizational Leadership and Inspiring Employee Wellbeing”

cOnnect SESSION 406: New Research Results: Applying Value-Based Insurance Design to High-Deductible Health Plans

ShARe SESSION 407: Panel Discussion on Defined Contribution / Private Exchanges: Leading Experts Discuss the Models, the Current Experiences and What is Coming for 2015, including Updates on Public Exchanges

ShARe SESSION 408: Employer Panel Discussion: Building Better Consumers of Health Care and Health

11:30 am – Noon Final break and Sponsor/exhibitor Drawing in the exhibit hall

Noon – 1:00 pm closing General Session: Employer Panel: “Healthcare Consumerism: The Solution for Health Reform – What Leading Employers are Doing Now!”

stay after each general session for the “HoW CaN THaT PriCE BE rigHT game! CoME oN DoWN!”

HEALTHSPARQ®INVITES YOU TOPLAY ATBOOTH #235


13

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The Collective Voice on Innovative Health & Benefit Management

LEARN. CONNECT. SHARE.

Listeners will LEARN about the latest trends and best practices in health care consumerism and CONNECT with health care industry thought leaders, brokers, advisors, third party administrators, HR and benefit managers and regional health plan providers. Listeners can also SHARE by contacting the hosts of the show and suggesting archives to industry associates.

The HealthCare Consumerism Radio Show is co-hosted by The Institute for HealthCare Consumerism CEO and Founder Doug Field along with Editorial Chairman Ron Bachman and Produced in Conjunction with America’s Web Radio

Listen LIVE or Catch Up on What You Missed:• OnlineeveryFriday11am–noonESTonwww.theihcc.com/radio

• Archivesofeachshowareavailableatwww.theihcc.com/radio

HealthCare Consumerism Radio Show

Tune in Weekly, Join the Conversation…

Follow us on Twitter:Twitter.com/The_IHC

Join the discussion in LinkedIn Group: HealthCare Consumerism FORUM by IHC

Join our Facebook Group:The Institute for HealthCare Consumerism

Join our collaborative online Community: theihcc.com

The Institute forHealthCare Consumerism292 South Main StreetSuite 400Alpharetta, Georgia 30009(404) 671-9551

A FieldMedia Property404.671.9551www.theihcc.com

RADIO

Join the Conversation by Sharing Your Thoughts and Questions:• Twitter:@The_IHC• Email:[email protected]

Previous Show Topics Include:• HealthPlanCommunication• HealthAccessAlternatives• HealthDecisionSupportTools• HealthIncentives• PopulationHealthManagement• BenefitEnrollment&Eligibility• ExchangeSolutions• HSA/HRA/FSAAdministration&Finances• MedicalTravel• PlanDesign&FinancingStrategies• PharmacyBenefitManagement• SupplementalHealthBenefits• Brokers,Advisors&Consultant• Regulatory&Compliance

15


exhibit FLOOR MAPSponsor/Exhibitor Booths 102 PlanSource104 Delta Dental105 Truven106 Change Healthcare108 Kaiser Permanente112 QuadMed114 bswift116 DataPath118 ChoiceRX120 Fair Health124 Allstate Benefits126 gBehavior128 MyidealDoctor130 Compass Healthcare

Advisers132 H S A Administrators134 AHIP135 HealthStat136 Careington137 Foundation for

Chiropractic Progress200 Ceridian201 Care One Advocate202 Bank of America205 Alegeus209 Towers Watson210 ConnectYourCare211 Freshbenies212 SelectAccount215 FreedomCare216 RedBrick Health217 Connecture218 ClearCost Health223 Delphi225 Alere235 Healthsparq236 Transitions RBG300 WEBAtlanta302 Convenient Care

Association303 The Institute

for HealthCare Consumerism

303 Sharewik

309 Procare RX310 springbuk311 Empowris312 InHouse Physicians315 Fusion Health316 Tsys Healthcare317 Novartis Consumer

Health/ breatheBetter318 Acclaris319 Evolution1320 Health Expense325 Health & Wellness

Lounge Hooper Holmes

Health & Wellness Level1 Diagnostic Health Fairs Onsite335 Businesssolver336 Interactive337 Dell415 Workplace Options416 GAHU417 UMR425 Wageworks434 Trotter Wellness436 Compass Professional

Health Services511 Benefit Links513 hCentive515 American Institute for

Preventive Medicine517 EmployersLikeMe519 Payflex524 Castlight523 Solstice525 WellCard Savings527 WiserTogether529 -531Mayo Clinic533 Trotter Wellness535 Empowered Benefits

Sponsor/Exhibitor Not ExhibitingVisaMastercard

Do your research and make valuable business connections with top health and benefit solutions and services

NeW! Visit the Health & Wellness Lounge for biometric testing, a complimentary massage and important literature. Sponsored by HooperHolmes and Alere with exhibits from: Level1 Diagnostics, Health Fairs Onsite

NeW! get invaluable exposure to the marketplace’s leading exchange

solutions during the Exchange Showcase — Thursday during the Wine & Cheese Reception

NeW! Learn about becoming certified in Healthcare consumerism (cHc) at the IHC Lounge

Stop by the iHc Booth for additional resources available to you and your company, including IHC Membership!

HEALT

HCARE CONSUM

ERIS

M

CERTIFICATION

ATLANTA, MAY 7-9, 2014Produced by The Institute for HealthCare Consumerism

tHiS yeaR at tHe iHc FoRUm & expo…

sPEND TiME iN THE ExHiBiT HaLL!

17


2014 FORUM & exPO —PRe-cOnFeRence eVentSWednesday, May 7, 2014 • 9:00 aM to 1:00 pM

PRe-cOnFeRence eVentS:

• Making Health Care Consumerism Work: The Steps and Plan• Helping Employers Understand Defined Contribution and Private Exchanges• Pharmacy Benefit Management (PBM) – Employer Forum on Prescription Drugs: “Is

transparency a myth?”• “A Dose of Reality” – A Panel of 8 Leading Physicians Report on the State of

Healthcare in America

Wednesday, May 7, 2014 • 1:15 pM to 2:15 pM

PRe-cOnFeRence eVentS:

• Lunch and Learn: The Power of Employee Choice: The Game Changing Combination of Private Exchanges and HSAs

HEALT

HCARE CONSUM

ERIS

M

CERTIFICATION

Become Certified in HealthCare Consumerism (CHC)

You’re at the IHC FORUM & Expo Conference — You’re Qualified for CHC Certification!

Accessing Your Testing Resources is Easy...It’s All Online:

• CertificationCourseHandbookOnline• CertificationCourseVideosOnline• GeneralSessionsVideosOnline• OnlineTesting• UnlimitedOnlineRe-Testing

Download the CHC brochure and learn more at:www.theihcc.com/university/certification and www.theihccforum.com

19


Certification: A Roadmap for Making Healthcare Consumerism Work: The Steps and PlanWednesday, May 7th, 2014 • 9:00 a.m. – 1:00 p.m.This pre-conference certification course is targeted to employers. This course is a pre-requisite for The IHC Healthcare Consumerism Certification designation of Certified in HealthCare Consumerism (CHC).

Healthcare consumerism is different than Consumer-Driven Health Care (CDHC) and account based plans. Healthcare consumerism is a more inclusive and robust approach to employee engagement, behavioral change, human capital, health literacy, and personalized health and healthcare. To implement Healthcare Consumerism you need a roadmap — a multi-year strategy and plan of attack.

Are you an employer confused about: How to start? What to do next? Where to go? …or even Why you should implement Healthcare Consumerism? Do you know the right questions to ask your consultants? Can you show a clear healthcare benefit vision and strategy to your senior management?

“Making Health Care Consumerism Work: The Steps and Plan” will show employers how they can approach the many decisions necessary for successful design strategies and implementation. The program includes interactive exercises and group discussions. You will come away with principles, strategies, and implementation options unique to your company.

Also included will be an explanation and discussion of private & public exchanges, accountable care organizations and specific issues related to ACA implementation now thru 2018.

This program will include a 235 page personalized workbook for your notes and exercise results. The workbook will include information, website links, and guidelines for post-conference implementation.

• Principles• Consumerism Vision Statement• Strategies• Personal Care Accounts

• Wellness• Disease Management• Decision Support Tools• Incentives & Rewards• Viewing Healthcare Consumerism by Generations• Creating Consumerism Plans• Development Time Frames• Financial Analysis

Upon completion you will be prepared to lead your company through a structured process of change. You will come away with a better understanding and an approach for developing an integrated roadmap to the future. You will be better able to work with your consultants, ask more direct questions, and be better informed on current options for an effective program of healthcare consumerism. You will better understand your options to use public and/or private exchanges and Accountable Care Organizations (ACOs). Don’t waste time and money on programs that fail to fit into a multi-year strategy! Join us at this pre-conference certification course for a structured effective way forward into the world of health reform and healthcare consumerism.

At the conclusion of this course you will be eligible to register for, take and pass The IHC Healthcare Consumerism Certification Exam, offered online directly after the conference. Upon passing the exam, you will receive your designation as Certified in HealthCare Consumerism (CHC).

Professional Credits AvailableThis 2014 FORUM & EXPO Pre-Conference Workshop has been approved for 4 (HR (General)) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.

Bachman

www.theihcc.com/university/certification

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Private Exchanges: Helping Employers Understand Defined Contribution and Private ExchangesWednesday, May 7th, 2014 • 9:00 a.m. – 1:00 p.m.This hands-on, pre-conference course will help employers and those working with them understand the various exchange models and key points in determining whether a private exchange is right for your company and your employees.

More and more, employers in the United States are responding to industry surveys similarly. They see private health insurance exchanges as a real option and perhaps the clearest path and means to accomplish several of their primary goals as it relates to healthcare and employee benefits:

• Cut health care costs internally• Reduce administrative burden internally• Improve choices provided to employees covered under the

company health plan(s)• Increase access to coverage for those employees not currently

under a company plan• Maintain valid options for active and retired employees

Yet, they state that the key questions remain unanswered. With so many options in the market from parties with vested interests — such as brokers, consultants, and even the insurance companies themselves — who can be trusted to deliver the right fit solution for us, an employer with so many unique benefits requirements and distinct employee situations?

This pre-conference course is designed to answer many of your questions as employers and to support you in the development of a singular strategy related to private health insurance exchanges that works in your company’s sole case. We will start by ensuring your goals, objectives and strategies fit with the private exchange model. We will then together evaluate various potential choices among the many types of exchange vendors, and attempt to pinpoint credible sources for your business. We will explore the challenges present when considering exchange solutions. And review critical features and capabilities to look for and weigh while on your search.

You will hear from peers who are in a similar place along the decision timeline and you will learn additional contemplations that must be factored into your own timelines. You will leave this course with unbiased information from independent advisors whose desire is to help you gain comparative data on various types of exchange solutions, and to identify helpful resources for decision support, in case purchasing from a private exchange is a path you ultimately take.

Forty-five percent of employers say they are considering private exchanges for their full-time employees before 2018. Nearly 70% say they believe it is important that their advisor is independent of the exchange they are considering. If your organization is one of these employers, or you just want to learn more about what others are considering for defined contributions and private exchange solutions, you don’t want to miss this course.

Pre-Conference Session on Private Health Exchanges and Defined Contribution Course Outline

I. Overview of Private Exchange Market (45 min) A. What is a private exchange? B. Public versus private exchanges C. Active and retiree D. Individual versus group E. Types of private exchanges F. Key players in the private exchange market G. Service offerings H. Vendor differentiators I. Participant discussion

BREAK (15 Min)

II. What Employers are Thinking about Private Exchanges (45 min) A. Survey results B. Client perspectives C. Participant discussion

BREAK (15 Min)

III. Is a Private Exchange Strategy Right for Your Organization? (45 min) A. Current benefit structure and costs B. Administrative burden C. Future work force strategy D. What population: active, retiree, both? E. Value proposition of a private exchange F. Defined contribution approach G. Feasibility analysis H. Employee communications I. Implementation issues

BREAK (15 Min)

IV. Regulatory Issues (45 min) A. Key issues with defined contribution B. HRA versus HSA C. FSA D. Fiduciary issues E. ACA and other impact

V. Wrap Up and Final Q&A (15 min)


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Employer Forum on Prescription Drugs: “Is Transparency a Myth?”Wednesday, May 7th, 2014 • 9:00 a.m. – 1:00 p.m.This pre-conference boot camp class is targeted to employers.

Join two employer representatives, a consultant and a PBM executive to discuss the ins and outs of the PBM industry. For the first hour, we will cover basic PBM industry terminology and concepts. But then, engage in our lively discussion as we explore this single question: Does transparency really exists in the pharmacy benefits industry? Bring your contract with your PBM and discuss with our experts solutions for improvements. Walk away from this session with a “game plan” tailored to you and your company on how to solve the most complex and mysterious benefit program in your portfolio.

This four-hour pre-conference session is for those employers just starting out, needing an overview of pharmacy benefits, or desiring a complete evaluation of their current contract with their PBM. The class is set in an informal, interactive format in which you will find yourself asking dozens of questions to other employers who have been down this road ahead of you, and discussing options with leading consultants and executives really “in the know” about the pharmacy industry.

During this presentation, you will learn the basics about the pharmacy industry. Specifically, we will cover:

• Key definitions of terms used in the PBM industry• Benchmarks to compare your plan to in terms of copays, costs and

discounts• Deep dive into rebates and specialty programs• Elements of a PBM Contract (traditional versus pass through)• Auditing and Fraud, Waste and Abuse• Plan design alternatives• How to build the “perfect” pharmacy benefits program

The session will conclude with a discussion of marketplace trends, and what to expect in the future from plan sponsors regarding their pharmacy benefit program offerings.

Pharmacy benefits is often misunderstood and a mystery to many employers. Who really manages pharmacy benefits and what are the tools that can help an employer manage this benefit better? When can an employer manage the benefit and when must the plan rely on the Pharmacy Benefit Manager (PBM)? These questions and many more will be answered in our interactive conversation and learning session on pharmacy benefits.

The session will start off with basic definitions so that we are all talking the same language. Key terms such as AWP, MAC, WAC, U&C and ASP will be discussed and defined. Knowing these terms and having these terms documented by your PBM is critical in understanding how your pharmacy benefit plan works.

Next we will explore the contract between an employer and the PBM. Is your contract pass through or traditional and what does that mean for your plan? Key to better management of the pharmacy benefit is to understand such basic provisions as liability, termination and auditing rights in a PBM contract. Further, the session will explore contract documentation of who does what (i.e. plan design, fiduciary responsibility, eligibility maintenance) so that employees receive pharmacy benefits promptly and accurately.

We will also explore typical plan design features. Are your copays in line with other employers? Do you offer mobile solutions for your employees to find low cost, high quality pharmacies leading to better consumers of health care? Have you thought about limiting your retail network, providing an onsite pharmacy, eliminating mail order, providing a 90 day retail program or requiring specialty drugs to be purchased through a specialty vendor? Learn what is standard and what “leading edge” employers are doing in the pharmacy benefits area.

Lastly, we will focus on clinical programs that are important in controlling cost and limiting waste and abuse. These programs include prior authorizations, quantity limits, step therapy and formulary management. Do you or does your PBM have a program in place to attack fraud, estimated at 10% of costs by law enforcement personnel? Learn what your responsibilities are for plan management and what you can expect your PBM to do.

We will also be introducing our Employer Pharmacy Benefit Toolkit which includes over 150 questions for you and your PBM to complete. If you wish to complete the Toolkit subsequent to the conference, the Toolkit is scored and evaluated and can be provided back to you with a “game plan” strategy of items for improvement in the pharmacy benefit.

In the last half hour, we will ask for an interactive session to develop the “perfect” pharmacy benefit plan. Does this “perfect” plan include all 65,000 pharmacies in America? What about a six tier copay structure? What pricing is available from PBMs and what should you ask for in your next RFP?

Upon completion you will be prepared to lead your company through a structured process of evaluation of your pharmacy benefit. You will come away with a better understanding and an approach for developing your pharmacy benefit. You will be better able to work with your consultants and PBM, ask more direct questions, and be better informed on current options for an effective pharmacy benefit program. Don’t waste time and money on programs that fail to fit into the strategy that is “right” for you and your employees! Join us at this pre-conference class for a structured effective way forward into the world of your pharmacy benefits.


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Join the healthcare consumerism conversation by submitting an article, blog, case study, white paper, podcast or video to the institute for healthcare consumerism’s collaborative, membership-based online community (www.theihcc.com), as part of its bi-weekly e-newsletters or in our print and digital publications, HealthCare Consumerism Solutions, HealthCare Exchange Solutions and our annual Issues: HealthCare Consumerism Solutions and HealthCare Consumerism Outlook..

we are actively looking for content including, but not limited to:

• Health Plan Communication• Health Access Alternatives• Health Decision Support Tools • Health Incentives• Population Health Management• Benefit Enrollment & Eligibility • Exchange Solutions• HSA/HRA/FSA Administration & Finances• Medical Travel• Plan Design & Financing Strategies• Pharmacy Benefit Management• Supplemental Health Benefits• Brokers, Advisors & Consultant• Regulatory & Compliance

by Sharing Your Voice or Research with Us, You are Sharing it with the health and benefit Management community and the health care consumerism conversation At-Large!

CALL FOR CONTENT LEARN. CONNECT SHARE.

Share Your Opinions, Strategies, case Studies, blogs, white Papers, Podcasts and Videos —

Online, in our enewsletters or in Print — to Our widespread Audience of More than 70,000 Readers!

To Submit Content: For more information, please contact The Institute for HealthCare Consumerism Managing Editor, Jonathan Field at [email protected]

The Collective Voice on Innovative Health & Benefit Management

MonthlyMagazines•annualPublications•Weeklye-neWsletters

THEIHCC.COM RESOURCE CENTER AND ONLINE COMMUNITY

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Session One Speakers:•Moderator/speaker:halc.scherzMD,Facs,FaaP,Presidentand

Founder- Docs 4 Patient Care, VP Georgia Urology, Assoc Clinical Professor of Urology- Emory University and Children’s Healthcare of Atlanta

• speakers:lawrencesandersJr.,MD,associateProfessorofMedicine, Morehouse School of Medicine, Richard A. Armstrong, MD, FACS, Chief Operating Officer, National Board of Directors, DOCS 4 Patient Care, Jeffrey B. English, MD, President- Docs 4 Patient Care, Georgia Chapter, Director of Clinical Research, Multiple Sclerosis Center of Atlanta, Medical Director, Sports Concussion Institute at Atlanta

Topics will Include:

Dr. D Sanders – will address the favorable aspects of the ACA for the primary care physician and patients. Patient access to doctors to control costs by managing diseases more effectively.

Dr. Richard Armstrong - To discuss EHR and how the ACA has made the general concept of record availability into the final nail in the coffin for MD’s. Will also talk about Medicare and how the ACA will force doctors out of medicare, with patients finding it harder to find a doctor?

Dr. Hal Scherz – To talk about Quality Effectiveness and how the ACA will turn this idea of “best practices” set up by physicians into mandates and rationing set forth by politicians and bureaucrats. The mammogram, prostate cancer rec’s thus far fits into this nicely. Will extrapolate into how this will expand and make it worse. Will also talk about physician workforce trends.

Dr. Jeff English – will discuss how CMS has set up metrics that physicians have to follow or get penalized. Will talk about how United Health downgraded many physicians based on inappropriate use of these metrics. Will talk about how the patient access is being restricted. Mostly focus on the Exchanges. He will demonstrate how high copays and the fact that health patients will have to pay more to see a doctor that is non-preferred are influencing patients to avoiding doctors altogether.

Session Two Speakers:•Moderator/speaker:briane.hill,MD,urologyspecialistsofatlanta,

Member, Docs4PatientCare, Treasurer, Emory HealthCare Network• speakers:lees.gross,MD,co-Founder,epiphanyhealth,national

Executive Board, Docs4PatientCare, Josh Umbehr, MD, CEO, AtlasMD Concierge Family Practice, Jeffrey J. Segal, M.D., J.D., FACS, Founder and CEO, Medical Justice Services, Inc. and eMerit

Topics will Include:

Dr. Brian Hill – will address how the growing financial pressure, regulatory burden and uncertainty impacting the medical community as a result of the Affordable Care Act are leading to consolidation in the healthcare industry. This shift along with the demographic changes in society has potentially dire consequences for the business community. With increasing numbers of insured covered by the cost-controlled, low-reimbursement insurance of Medicaid, Medicare and the insurance exchanges, the current payment cross subsidization from the commercial market to cover the unmet medical costs of hospitals and physicians will increase further. When this is combined with the rapid consolidation leading to oligopolies in the healthcare marketplace, substantial upward pressure on insurance premiums will ensue, placing both businesses and individuals at greater financial risk. Businesses that are aware of these trends and demonstrate a willingness to seek out new models that more effectively deliver high quality care at lower cost will be able to better manage their healthcare costs and thrive.

Dr. Josh Umbehr – will talk about the rapidly growing direct primary care movement and how it has potential to change the face of outpatient medicine in this country. By shrugging off the burden of insurance and government red tape, record physicians are able to offer their patients better care and significant savings.

Dr. Lee Gross – will discuss his model for affordable primary care services, including routine screening and imaging.

Dr. Jeff Segal – will discuss reforms in medical malpractice and how defensive medical practices drive up costs.

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FORUM for Physicians, Politicians, and Policy Makers “A Dose of Reality” — A Panel of 8 Leading Physicians Report on the State of Health Care in America

Wednesday, May 7th, 2014 • 9:00 a.m. – 1:00 p.m.This pre-conference FORUM is targeted for all healthcare stakeholders, especially employer executives, other physicians, policy makers and politicians.

This four-hour pre-conference session will be a forum for leading doctors to tell us exactly how the law is affecting America’s health, healthcare and care system. This meeting will be staged similar to a Congressional Hearing, and have advocates for and against the ACA law. The forum-type discussion will be appealing to HR directors, vendors, and businesses that work in the healthcare arena, and will attract policy makers and physicians who are interested in improving health care delivery in our country. The audience will include Fed and State politicians and those running in 2014.

The course will begin with a non-partisan, factual discussion about the ACA and other models. This first session will be 2 hours and will include a panel of 4 leading primary care physicians and other doctors who will discuss how the ACA is currently affecting their patients and the doctor-patient relationship – both the positive and not so positive effects. The focus will be on actual facts about the

way the law was written and real life discussions on how it is being translated into care. Topics will include the availability of access to physicians and hospitals, the access and tiering of services and medications, and the relocation of private practice into hospital settings. The panel will consist of a wide variety of physicians. This session will start off analyzing what is really happening in a world with ACA as the law of the land, the impact on patients and their ability to access and receive high quality healthcare, followed by several free market ideas that are really working.

The second session will also be two hours. It will present a fresh panel of 4 doctors (employed, concierge, private, etc.) who have focused their careers on innovation and are currently advocating approaches to decrease healthcare costs while improving patient care/outcomes. This session will start with the economic implications of the ACA and the healthcare community’s response to the pressures within the law. This will establish a starting point from which to introduce several of the recent innovative solutions that have effectively increased access and reduced costs. Emphasis will be given to delivery designs, direct pay, concierge medicine and similar programs. The session will conclude with a discussion on market driven models, why they are different, and why they work best. Market-driven innovation in a free, open healthcare marketplace habitually introduces superior solutions that address the failures of the ACA, and corrects (instead of exacerbates) the rising healthcare cost curve.

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The Power of Employee Choice: The Game Changing Combination of Private Exchanges and HSAsWednesday, May 7th, 2014 • 1:15 p.m. – 2:15 p.m.Sponsored by Consumerdriven, LLC, HSA Consulting Services and The IHC

Consumerdriven, LLC and HSA Consulting Services have completed a joint, independent research initiative, polling key private exchange/marketplace employers, service providers, health plans and advisor solutions on the topic of “The Power of Employee Choice”: The Game Changing Combination of Private Exchanges and HSAs”.

The objectives of the research and ensuing white paper were as follows:

• Describe the behavioral economic effect when individuals control and self-select their own benefit plans in Exchange/Marketplace environments.

• Demystify the Private Exchange/Marketplace space – Simplify and describe the various models and approaches commonly used by Private Exchange Platforms.

• Define the prevalence of Defined Contribution Healthcare financial models within Private Exchanges/Marketplaces.

• Gauge HSA adoption in these strategies, and their growth compared to traditional approaches.

• Describe key HSA learnings within exchange/marketplace approaches – for employers, employees, custodians.

• Describe custodian strategies in the various Private Exchanges/Marketplaces.

• Outline the opportunities ahead for HSA support and engagement within private exchanges/marketplaces.

Join us as we discuss the results of this compelling research and recommendations, and what private exchanges/marketplaces can mean to the future of HSAs.

Speakers: John Young, CEO, Consumerdriven, LLC, and Todd Berkley, President, HSA Consulting Services, LLC

LUnch AnD LeARn

Young Berkley

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Opening Keynote Address - Day One: Health Reform 2.0: The Great Debate

Wednesday, May 7th, 2014 • 2:30 p.m. – 4:30 p.m.Witness a rare face-to-face debate between two of the most influential health care experts as they battle with ideas regarding the future of health reform in the United States.

John c. Goodman, PhD – president and CEO of the National Center for Policy Analysis and author of the new book, Priceless: Curing the Healthcare Crisis. He is widely known as the “Father of Health Savings Accounts” and Modern Healthcare named him as one of four people who have most influenced the modern health care system. He is also the Kellye Wright Fellow in health care. The mission of the Wright Fellowship is to promote a more patient-centered, consumer-driven health care system. Mr. Goodman is a strong advocate of free-market patient-centered health reforms.

kenneth e. thorpe, PhD – the Robert W. Woodruff Professor and Chair of the Department of Health Policy & Management at Emory University’s Rollins School of Public Health, also serving as the executive director of Emory’s Institute of Advanced Policy Solutions (IAPS) and director of the Institute’s Center for Entitlement Reform — is a nationally known expert on foreign systems of healthcare and strong advocate of federal health reforms.

These two policy influencers have had enormous political influence on their respective sides of the aisle. Dr. Goodman has been a key thought leader for free market solutions and Dr. Thorpe worked in the Clinton administration on “HillaryCare,” has been an advisor to Congress, and has been a key resource to most every Democratic presidential nominee during the last 20 years. The policy differences between these two heavy weights have been debated in the halls of Congress, national media, and industry journals. They have never squared off in public on the same platform.

Come hear these two great minds face off on key debate points such as:

• the future of healthcare as they see it

• the role of government (states and federal) in implementing improvement / change

• the use of the tax code to force change

• the impact of the new law on cost, quality and access to care

• and more

The Institute for Healthcare Consumerism is proud to bring to you a provocative debate on “Health Reform 2.0” — one you won’t want to miss.

Day Two: Opening: An Outstanding Panel of Leading Physicians discuss “Healthcare Consumerism: the Solution for Health Reform”

Thursday, May 8th, 2014 • 9:00 a.m. – 10:30 a.m.Health care consumerism is gaining wide-spread acceptance; but that is only half the battle towards our quest for Health Reform. The other half — promoting and achieving healthcare freedom — the absence of government dictums as individuals pursue personal healthcare preferences.

In this session, learn about the ways leading physicians are promoting and achieving change in our healthcare system, where there is more work to do, and how you can personally get involved.

Hear from concerned physicians committed to the establishment of a health care system that preserves the sanctity of the doctor-patient relationship, promotes quality of care, supports affordable access to all Americans, and protects patients’ freedom of choice. Hear the latest from top physicians about innovative approaches 1) to enhance patient-provider relationships, 2) to reduce employer expense for health benefit management for their employees, 3) to engage employees in practices that lead to better decision making regarding their health and the selection of safe, appropriately-priced services, procedures and hospitals, and more. And learn how patients and physicians alike can get involved in order to preserve the good qualities of our healthcare system, address the problems, while preventing its bureaucratic destruction.

Moderator: Ron Bachman, Chairman, Editorial Advisory Board, The Institute for HealthCare Consumerism

Panelists: Three Leading Physicians and Members of the national physician advocacy group, DOCS 4 PATIENT CARE – Hal C. Scherz MD, FACS, FAAP, President and Founder- Docs 4 Patient Care, VP Georgia Urology, Assoc Clinical Professor of Urology- Emory University and Children’s Healthcare of Atlanta, Jeffrey B. English, MD, President- Docs 4 Patient Care, Georgia Chapter, Director of Clinical Research, Multiple Sclerosis Center of Atlanta, Medical Director, Sports Concussion Institute at Atlanta, and Brian E. Hill, MD, Urology Specialists of Atlanta, Member, Docs4PatientCare, Treasurer, Emory HealthCare Network

Day Two: Afternoon: Health Care Reform and Compliance Issues

Thursday, May 8th, 2014 • 1:30 p.m. – 2:45 p.m.The Patient Protection and Affordable Care Act (PPACA) is the law of the land and regulations are being issued at a record pace. What impact do these regulations have on Consumer Directed Health plans? What’s the future of HDHPs and HSAs or HRAs in the next three to five years? What design changes will be necessary to comply with new regulations?

These questions and more will be answered during this cutting-edge session. Panelists will give you an inside look at the implications of the PPACA and its

GeneRAL SeSSiOnS

Bachman

Goodman

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impact on consumer directed health. They will offer practical, actionable strategies your company can use immediately to be alert to the upcoming requirements and be prepared.

Moderated by Jody L. Dietel, Chief Compliance Officer for WageWorks, Inc., the discussion will be directed toward health care reform and compliance issues, to be followed by an interactive Q&A session.

Moderator: Jody L. Dietel, AFCFCI, CAS, Chief Compliance Officer, WageWorks, Inc.

Panelists: John Hickman, Partner, Alston + Bird LLP, J. Kevin A. McKechnie, Executive Director, The ABA HSA Council, & Senior Vice President & Director, The ABA Office of Insurance Advocacy, American Bankers Association

Day Two: Closing: Defined Contribution and Public/Private Exchanges: a Panel Discussion with Leading Experts

Thursday, May 8th, 2014 • 4:15 p.m. – 5:45 p.m.The health care law has changed the way brokers solicit health insurance and how employers provide health insurance to their employee population. The emergence of public and private exchanges and the concept of defined contribution, which encourages the philosophy of consumerism, is becoming a game-changer. Exchanges are meant to increase accessibility to affordable health care. Yet, employers and brokers need to examine how the different exchange models, whether private or public, best fit within the health benefit management strategies of the employer or brokers and consultants who are trying to remain relevant in an ever-changing, dynamic world of health insurance.

In this general session, panelists will explain the different exchange models, the benefits of these different models, the timeline for implementation, compliance issues and how the concept of defined contribution fits into the exchanges.

Moderator: John Young, President, Consumerdriven, LLC, Former Senior Vice President, Consumerism, CIGNA

Panelists: Jamie Spriggs, CEO, ConnectYourCare, Christopher V. Goff, JD, MA, CEO and General Counsel, Employers Health, Don Garlitz, Executive Director, Exchange Solutions, bswift

Day Three: Morning: Healthcare Reform: Creating Better Consumers of Health and Healthcare through Improvements in Plan Design, Transparency, Engagement and More

Friday, May 9th, 2014 • 8:30 a.m. – 10:00 a.m.The health care market is in a state of flux, and employers are trying to stay ahead of the curve when it comes to coping with rising health care costs and maintaining the bottom line of the company. Luckily employers are not alone in the battle to educate and engage their employee populations to make better choices about their health care spend. Innovative solution providers are developing cutting edge transparency tools to help employers select the best

options possible and to help employees make better health care decisions.

In this general session, learn the latest trends and tools being designed to help promote the growth and acceptance of health care consumerism — trends and tools benefiting employers, employees and the entire com-munity. This session will discuss the latest in plan design, transparency, engagement, and much more.

Moderator: Tony E. Holmes, FSA, MAAA, FCA, Partner, Mercer

Panelists: Janice Rahm, Executive Vice President, Product Innovation, Interactive Health; Torben Nielsen, General Manager, HealthSparq; Bonnie Sawdey, Vice President, Human Resources, Crawford & Company; and Keith Cox, CPA, Accounting Manager/Research Analyst, State Employees’ Insurance Board, State of Alabama

Day Three: Closing: Employer Panel: “Healthcare Consumerism: The Solution for Health Reform – What Leading Employers are Doing Now!”

Friday, May 9th, 2014 • Noon – 1:00 p.m.Skyrocketing health care costs, the health care reform law and compliance concerns, shrinking budgets, low employee participation and improper use of benefits are just a few of the issues plaguing employers. Employers are facing immense challenges, while attempting to retain their best employees and provide the very best in employee benefits possible, and still maintain the company’s bottom line.

In this general session, hear from a panel of the top national employers, who are practicing successful health care consumerism strategies that address these challenges head on! Receive proven strategies designed to make employees better, more educated consumers of health and wellness. Learn from mid- to large-size employers who have faced challenges similar to those you now face. Hear how they have successfully implemented health care consumerism plans, resulting in reductions in health care costs, increased employee morale and worker productivity. And get insights into how these employers engaged their personnel, resulting in well-informed health care decisions for employees and their families.

Moderator: Jon Comola, Founder, Wye River Group (WRG), and the Global Knowledge Exchange Network on Health Care (GKEN)

Panelists: Jamie Benton, Director of Total Rewards, RaceTrac Petroleum, Helen Nelling, Director, Compensation and Benefits, Wayne Farms LLC, Jennifer McMurray, Director, Healthcare Products and Services Team Member Benefits & Well-Being, Walgreens

Hickman

Dietel

McKechnie

Young

GarlitzGoff

Spriggs

Comola

McMurrayNelling

Benton

RahmHolmes

Nielsen Sawdey

Cox

The Only Online Guide Where Employers, Health Plans, Brokers and

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Exchange and Defined Contribution Markets Solutions and Models

The emergence of private health insurance exchanges represents perhaps the most significant shift in how Americans purchase health benefits in years. While many employers have

already moved their employee population into a private exchange, or are planning to in the 2014 benefits year, the trend will continue to grow with the 2015 benefit year seeing the

highest adoption rates, according to recent research published by Alegeus Technologies.

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LeARn SESSION: Wednesday, May 7th, 2014 • 4:45 p.m. – 5:45 p.m.

101 – DrIvE BEhavIOr ChaNgE WIth YEar-rOuND enGAGeMent

Stakeholders across healthcare agree that increased transparency and consumer engagement are required to move the needle on cost and quality. But there’s not a simple solution or “one-size-fits-all” approach for effectively engaging consumers. Join Truven Health Analytics as we share real-life examples of how our employer and health plan clients have turned passive participants into active healthcare consumers. The speakers will highlight innovative strategies to guide individuals to their best-fit plan, alert them about gaps-in-care, help them plan for out-of-pocket expenses before undergoing treatment, and more. You’ll also learn how to improve outcomes and lower costs by engaging consumers in the critical issues affecting their care through proactive, year-round engagement.

Speakers: Jody Amodeo, VP of Practice Leadership, Truven Health Analytics; and Matthew Collins, Director, Product Management, Truven Health Analytics

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102 – thE FuturE OF PrIvatE INSuraNCE ExChaNgES: hOw DeePeR SeRVice OFFeRinGS AnD technOLOGY chAnGe the cOnSUMeR exPeRienceAs private insurance exchanges continue to evolve, it becomes clear that true market differentiation lies in an exchange’s ability to broaden its service offerings — going beyond traditional benefit packages by adding other supplemental, non-traditional benefits.

How does this concept, in addition to what we know about behavioral change and financial incentives, play into the future of insurance exchanges? Terry McCorvie, President of Alegeus WealthCare Marketplace Solutions, addresses these questions and offers insight into how private insurance exchanges will grow and evolve as their popularity increases.

During this session, McCorvie illustrates how insurance exchanges, when integrated with other core benefits delivery systems, can dramatically change participant behavior and consumption trends — helping participants make educated, financially-advantageous decisions.

Speaker: Terry McCorvie, President, WealthCare Marketplace Solutions, Alegeus Technologies

McCorvie

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103 – FOur SurEFIrE WaYS tO JuMP Start (Or rEINvENt) YOUR weLLneSS initiAtiVeSWhether you are just beginning your wellness program or your program results are disappointing, Don Doster shares four surefire principles and practices that eliminate the barriers to engagement. Turn your initial enrollment peak into ongoing engagement, with measurable and repeatable outcomes in program participation and success.

Included in this session:

• Measuring the ‘health’ of your wellness initiative• Eliminating holes in your engagement plan with 4 surefire strategies• Sharing proof — Real world examples of dynamic program growth

Speaker: Don Doster, President, CEO, gBehavior

Doster

©2014 Truven Health Analytics Inc. All rights reserved.

At least half of healthcare consumers don’t get the care they need and up to 50 percent don’t take medication as prescribed.

Lack of consumer engagement is translating into higher costs for employers and employees — making it clear that consumers need tools to support healthcare decision-making.

From guiding individuals to their best-fit benefit plan to alerting them about gaps in care, Consumer Advantage from Truven Health Analytics™ helps you engage consumers with personal, relevant information throughout the year. Recent client successes include: § Enrolling 66% of employees in a health savings account § Increasing adherence to colorectal cancer screenings by 22% § Migrating 59% of employees from a PPO to a CDHP § Reducing the number of “overinsured” employees by 14%

Discover how to achieve successes like these in our Workshop Session 101 – Drive Behavior Change With Year-round Engagement, Wed., May 7, 2014, 4:15 – 5:15 PM.

Or visit us at Booth #105 at the IHC Forum & Expo.

Engage at Every Stage

With Truven Health Consumer Advantage

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cOnnect SESSION: Wednesday, May 7th, 2014 • 4:45 p.m. – 5:45 p.m.

104 – SESSION FOr BrOkErS: DEFINED CONtrIButION – thE CDhC trIFECta

A “Defined Contribution” payment methodology can have a dramatic impact on Consumer Driven Health Care (CDHC) marketing, and the future of healthcare consumerism.

The cost control benefit has long been understood. However, the employees’ recognition of the “cost-shifting” has limited widespread utilization of this mechanism. New creative plan design strategies can now give employees a “trade-off” for accepting the greater financial responsibility imposed. Enhanced through the use of “flex credits” and other creative design options, defined contribution can be the perfect “Trifecta”- benefiting the Employer, the Employee and the Broker.

• The Employer controls costs, and often saves money in benefits they provide to their employees.• The Employee engages more in his/her own benefits plan, because of better flexibility in the utilization of employer contributions which

empowers them to tailor benefits to their individual needs.• The Broker can more effectively “leverage” tax savings and current employer contributions into higher participation in employer

sponsored benefits, expansion into ancillary and voluntary products, and thus new revenue streams.

Defined Contribution is critical to being competitive in marketing CDHC programs and, when used innovatively, can be a true differentiator for the Broker. At the end of the session, attendees will have gained the following takeaways:

• Why development of an employer/employee partnership is critical to your success.• Why employee education is required to properly utilize their benefits.• Why defined contribution strategies are essential to the successful implementation of healthcare consumerism.

Moderator: Jodie E. Braner, RHU, Vice President, Employee Benefits Consulting, Hays Companies of Georgia, and President Elect for GAHU (Georgia Associations of Health Underwriters)

Speaker: Don Cooper, MBA, ACBC – President, TriFlex Corporation

Braner Cooper

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105 – PaNEl DISCuSSION: SuPPlEMENtal hEalth IN thE chAnGinG heALth cARe beneFitS LAnDScAPe

This session will include an expert panel from among many of the foremost insurance providers. The discussion will center on supplemental health and the ongoing impact regarding such benefits, due to the changing benefits environment we are experiencing.

Key topics of the discussion will include the growth of full replacement programs and the disruption and projected growth of Private Exchanges. The panel will examine numerous current challenges, such as:

• What is the VALUE of your Benefits outside of the Medical Plans to your organization?• How to mitigate risk for an employee using voluntary benefits to fill in the gaps we will see in high deductible plans or the Silver or Bronze plans on

the Exchanges.• How employers are saving money by utilizing employer paid hospital indemnity and critical illness to move to an HSA Plan.• What are the short term and long term risks of moving to an HSA Plan and how can you prepare?• Are there differences between benefit administration and private exchanges?• How you can deploy a successful strategy when migrating employees to a private exchange?• The success of wellness is predicated on engagement and changing the culture of the organization. How can you deploy a successful program?• How does Voluntary Benefits control healthcare costs?

Moderator: Kim Adler, Vice President of National Accounts, Allstate Benefits

Speakers: William Scott Prince, Vice President – National Accounts, Allstate Benefits; Lydia G. Jilek, Vice President, Head of Voluntary Products & Insurance Exchange Strategy, US – ING; Rick Wolfe, Business Development Executive, Aflac Benefits Solutions; Katie Dreiling, Regional Broker Market Manager, Southeast Region, Colonial Life; and Reg Goen, Sr. Account Executive, UnumAdler Prince Jilek Wolfe Dreiling Goen

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106 – thE FuNDaMENtalS OF hEalth CarE CONSuMErISM AnD the PRinciPLeS behinD the inStitUte FOR heALthcARe cOnSUMeRiSM

If you are a new member with The Institute of Healthcare Consumerism, or this is your first IHC Forum & Expo conference, or you just want to get a refresher on the Fundamentals of Healthcare Consumerism, this is the workshop designed specifically for you.

First, in this one hour workshop, Ron Bachman, Chairman, Editorial Advisory Board, The Institute for HealthCare Consumerism, will overview the mission, principles and strategies established for The Institute of Healthcare Consumerism organization. You will hear why our LEARN, CONNECT, SHARE philosophies drive everything we do and stand for.

Next, you will get a good overview of the principles, vision and strategies behind Healthcare Consumerism, and learn to view it across its many generations of advancement over the past dozen years or so.

Finally, you will hear a summary of “The Steps to Making Healthcare Consumerism Work” for employers. You will learn why Healthcare Consumerism is a more inclusive and robust approach to healthcare reform (and well beyond health insurance reform)….. And you will hear thought leadership on employee engagement, behavioral change, human capital, health literacy, personalized health and healthcare, and more.

You will leave this workshop:

• Better prepared, through timely and relevant advice, to establish an effective healthcare consumerism strategy for your company• Better equipped with the principles, strategies, and implementation options you need to get started with Healthcare Consumerism education within

your own company• Better informed on the critical components needed to launch an operational program of healthcare consumerism for your employer• Better armed to pass the IHC “Certified in Healthcare Consumerism” (CHC) exam

Speaker: Ron Bachman, Chairman, Editorial Advisory Board, The Institute for HealthCare Consumerism

Bachman

towerswatson.com

One call does it all. OneExchange: +1 855 372 3944 or visit towerswatson.com.

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Manage health care costs and increase health plan choice with Towers Watson’s OneExchange—an integrated and flexible private health care exchange that delivers value and choice to your entire employee and retiree populations. OneExchange provides coverage options that promote value and sustainability for employers. In our exchange environment, your people will engage as consumers in the purchase and use of their health care benefits.

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ShARe SESSION: Wednesday, May 7th, 2014 • 4:45 p.m. – 5:45 p.m.

107 – PaNEl DISCuSSION ON rEtaIl hEalth ClINICS: cASe StUDieS AnD tRenDS in AcceSSibLe, AFFORDAbLe heALthcARe SYSteMS bASeD in RetAiL LOcAtiOnS AnD the VALUe PROPOSitiOn FOR eMPLOYeRS

Retail clinics are medical clinics staffed by advance practice clinicians located in high-traffic areas that offer limited services for acute illnesses, wellness and preventive care, and chronic disease care. Operating under evidence-based medical treatment guidelines, these clinics are viewed by many as the first line contact with the medical system for thousands of patients who would not otherwise receive treatment. Retail clinics are expanding in numbers and scope of services and will continue to play an increasingly important role as more Americans become insured through the Affordable Care Act with a focus on access, affordability and quality.

This session will discuss an overview of retail clinics to include the high-quality care/services provided in them and the cost savings they provide, how retail clinics are different from other healthcare settings and the benefits of and opportunities to partner with employers.

At the end of the session, attendees will:

• Understand the retail clinic model;• Understand the increasingly important role retail clinics will play in healthcare reform and how they fit into the overall healthcare landscape; and• Understand the different ways retail clinics and employers can partner and the benefits of such partnerships.

Moderator: Sarah Rosenberg, JD, Membership & Development Director, Convenient Care Association

Panelists: Cynthia Graff, President & CEO, Lindora; Eileen Myers, Vice President, Affiliations and Patient Centered Strategies, The Little Clinic; Kari O’Rourke, RN, MSN, FNP-BC, State Practice Manager Illinois, CVS Minute Clinic; and Duane Putnam, Director, Consultant/Broker Relationships, Walgreens

Rosenberg Graff Myers O’Rourke Putnam

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ShARe SESSION: Wednesday, May 7th, 2014 • 4:45 p.m. – 5:45 p.m.

108 – PaNEl DISCuSSION ON tElEhEalth: IMPrOvINg AcceSS thROUGh On-Site SOLUtiOnS, teLeMeDicine AnD technOLOGY

Telemedicine refers to the actual delivery of remote clinical services using technology. It is the use of medical information exchanged from one site to another via electronic communications to improve a patient’s clinical health status. Telemedicine includes a growing variety of applications and services using two-way video, email, smart phones, wireless tools and other forms of telecommunications technology.

Most consider telemedicine and telehealth to be interchangeable terms, encompassing a wide definition of remote healthcare. Patient consultations via video conferencing, transmission of still images, e-health including patient portals, remote monitoring of vital signs, continuing medical education, consumer-focused wireless applications and nursing call centers, among other applications, are all considered part of telemedicine and telehealth.

Come join the discussion on telehealth! Bring your questions for this outstanding panel and learn:

• The Latest SERVICES to be provided through TeleHealth• The Latest MECHANISMS used to deliver Telehealth• The Latest BENEFITS Achieved through TeleHealth

Moderator: Bart Sheeler, CEO, GoFirst: Solutions

Panelists: Tom Wallace, Jr., CEO, Dr. Connection Benefits; Adrian Davis, CEO, MyidealDOCTOR; Peter C. Dandalides, MD, President and CEO, WORKsiteRx

Sheeler Wallace Davis Dandalides

Everyone deserves the opportunity to live one’s best life.

We support each person in realizing their individual version of health and wellbeing to nourish life.

Our programs combine the compassion of human touch with the power of technology to connect and inspire. We work with each individual to identify and overcome barriers — both personal and those presented by the world in which we live — to create healthy change.

As a leading expert, we transform health and wellbeing through proven coaching and care coordination.

At Alere, it’s more than clinical, it’s personal.

© 2014 Alere. All rights reserved. The Alere Logo and Alere are trademarks of the Alere group of companies.

RedBrickHealth.com/RedBrick5 855-776-5515

You imagined it.We built it.Introducing RedBrick 5—the newly enhanced platform from RedBrick Health.

Easier to administer and better to use—RedBrick 5 o�ers a true

health engagement and behavior change hub that goes far

beyond traditional wellness portals or mobile apps. Grounded in

behavior design, RedBrick 5 brings together an expanded array of

tools to help consumers make wiser choices, save money and get

the care they need. Plus, you can seamlessly integrate in your own

activities or third-party programs making administration and

management easier than ever—now, and well into the future.

To schedule a demo or to learn how RedBrick Health has what it takes to power

your population health strategy, visit or call:

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LeARn SESSION: thursday, May 8th, 2014 • 11:00 a.m. – 12:00 p.m.

201 – thIEF IN thE NIght: hOW tO StOP SlEEP aPNEa FrOM RObbinG YOUR cOMPAnY whiLe YOU SLeePEmployers continue to spend an inordinate amount of their healthcare dollars on a small percentage of their employees who suffer from Obstructive Sleep Apnea (OSA), and the many co-morbid diseases associated with OSA. Learn how you can cut these costs dramatically and stop being robbed of financial resources and human capital while your employees with OSA sleep. The highest prevalence of undiagnosed OSA dramatically increases the cost of healthcare, reduces productivity and jeoardizes workplace safety. Dr. Jeffrey Durmer will share with us the truth behind unhealthy sleep — and more surprisingly how the negative effects of unmanaged OSA can be mitigated so that your company does not become another victim of the night.

This session will provide the attendee with three sound takeaways:

• Learn how you can cut these costs dramatically• OSA dramatically increases the cost of healthcare, reduces productivity and jeopardizes workplace safety• The truth behind unhealthy sleep

Speakers: Dr. Jeffrey S. Durmer, Co-founder & Chief Medical Officer, Fusion Health, John Pryor, VP Human Resource & Safety, Southeastern Freight Lines

Durmer Pryor

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202 – WEllNESS that WOrkSExplore key aspects of Wellness & Health Programs that have proven success; making a real impact on improving health to create value by reducing health care costs. Takeaway points for the audience:

• Creating Value – The Holy Grail• Beyond Engaging the Engaged• The Automated Clinician• Behavioral Economics – Meaningful Incentives• Turning the Dial Up – Intervention Intensity

Speakers: Heather Andrews, Vice President of Enterprise Partner Development, Evolution1, Inc. and Jon Watson, Senior Vice President, Operations and Consulting, SeeChange Health Solutions

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Andrews Watson

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203 – INvEStINg WIth hSa FuNDSOne of the many benefits a health savings account (HSA) provides is the opportunity to grow savings by investing HSA funds. John Vellines, President of Health Savings Administrators, a leader in Vanguard® funds, will discuss the opportunities that investment offers. Investing can provide additional needed funds to cover qualified medical expenses; and, can also serve as a way to grow account funds on a tax-deferred basis for use in retirement.

This session will provide the attendee with three powerful takeaways regarding investing strategy:

• The power of tax-free compounding• HSA advantages in post-retirement healthcare planning• Withdrawal timing strategies

Health Savings Administrators works in conjunction with HSA Bank, who serves as the custodian of their accounts, to process all funds in and out of the account, provide tax reporting, and supply and service the debit card/checking account portion of their HSAs.

Speaker: John Vellines, President, Health Savings Administrators

Vellines

www.interactivehealthinc.com

Visit Booth 336 and help yourself to a full course of wellness

Get more than a taste of how our personalized wellness programs keep employees healthy and increase productivity. Experience our engaging, outcomes-based program just as your employees would.

Your fi rst course: a free health evaluation.

© 2014 HSA Bank. HSA Bank is a division of Webster Bank, N.A., Member FDIC.

hsabank.com

HELP YOUR EMPLOYEESSAVE FOR A HEALTHY FUTURE.

WE’LL SHOW YOU THE WAY.

At HSA Bank, we’ve been helping employers across the country save on healthcare costs for over 15 years. We offer a simplified, consumer-drivenhealthcare experience with a strong focus on Health Savings Accounts.

YYou can rely on HSA Bank for turnkey account-based benefit solutions that help your employees own their health.

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cOnnect SESSION: thursday, May 8th, 2014 • 11:00 a.m. – 12:00 p.m.

204 – SESSION FOr BrOkErS: IMPrOvINg thE POPulatION heALth thROUGh technOLOGY

Future health plans will further evolve quality and transparency for providers and members in health plans.

By connecting healthcare providers together across a community, and also with the insurance company, and creating aligned incentives, we are improving both quality and cost. We are also directing members to physicians and facilities that participate in these networks.

There are some roadblocks to overcome but technology will continue to play a big role in a faster delivery. Learn how Insurance plans are developing technology tools such as mobile health apps to enhance the delivery.


• Understand more how insurance plans will gain access to detailed cost and data• Be knowledgeable on the Influence and demand for quality cost containment as it impacts employer plans• Learn how communication to provider and patient will work

Moderator: Jodie E. Braner, RHU, Vice President, Employee Benefits Consulting, Hays Companies of Georgia, and President Elect for GAHU (Georgia Associations of Health Underwriters)

Speaker: Ramzy ElGomayel, Senior Vice President, Southeast Region Network and Medical Economics, Aetna

Braner ElGomayel

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205 – SOMEWhErE BEtWEEN aCtION aND aPathY: intRODUcinG the Ace MeASURe OF cOnSUMeR heALth enGAGeMent

How do people decide what role to play in their health and health care? Are there specific actions that determine if someone is sufficiently, or optimally, involved in his care? Who decides what those specific actions are?

While promoting engagement has become a popular goal in corporate health, the industry lacks a collective understanding of what that means. In some cases, we equate engagement with a specific action or event. In others, we translate it to a set of perceptions that correlate with health behaviors or outcomes. Yet, two people who take great interest (e.g. highly engaged) in the same health care decision may make drastically different choices.

Further complicating matters, different stakeholders in the health industry view engagement quite differently. So, who decides what “good” engagement looks like?

In this session, Chris Duke, PhD will present insights from a new measure of consumer engagement (the Altarum Consumer Engagement measure – ACE). The measure was developed with the support of Safeway and is available to organizations interested in assessing and promoting specific aspects of engagement. Four dimensions of engagement will be explored: commitment, informed choice, navigation, and ownership. Sheila Viswanathan, EdD, RD will describe how the instrument has been applied with employees at Safeway.

Speakers: Chris Duke, PhD, Senior Analyst, Altarum Institute; and Sheila Viswanathan, EdD, RD, Manager, Health Education and Research, Safeway Inc.

Duke Viswanathan

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206 – INgENuItY tO thE rESCuE. eMPLOYeRS Seize cOntROL.

Accountable care, bundled payments, consumerism, disease management, transparency, cost-shifting — the solutions proposed to fix health care are deceptively ineffective and will not achieve employers’ healthcare goals. Employers who want health improvement, higher productivity and lower costs must seize control – NOW. And PPACA provides the way!

The four key points of take-away from this session will be:

• Employee productivity is declining as American healthcare fails to curb chronic disease• ObamaCare will increase (not decrease) healthcare costs for employers, compelling new, ingenious solutions• Many employers are driving consumerism by taking control of employee healthcare options• The emerging new insight is that healthcare may be essential, but caring about health is ecstasy!

Speaker: R. John Kaegi, Chief Corporate Strategist, Healthstat, Inc.

Kaegi

Employers continue to spend an

inordinate amount of their health-

care dollars on a small percentage

of their employees who suffer from

Obstructive Sleep Apnea (OSA). Let

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these costs and stop being robbed of

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tal. Learn the truth behind unhealthy

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The real Thief in The nighT? ObsTrucTive sleep apnea. .

Identical services.Similar quality.Two very different prices.

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$2,367ClearCost Health provides the cost and quality information your employees need to choose the best care at the best price.

Simple Shopping. Smart Savings.For more information, visit our booth or contact Cody Cargill at (415) 990-1426 or [email protected].

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ShARe SESSION: thursday, May 8th, 2014 • 11:00 a.m. – 12:00 p.m.

207 – EMPlOYEr PaNEl ON hEalthCarE CONSuMErISM: weLLneSS, incentiVeS, AnD enGAGeMent

The industry’s move towards consumerism has encouraged employers to take a good look at how they approach health and wellness at their organizations. With the current roll-out of the ACA requirements, an effort to get employees engaged in their health is more important than ever. This presentation will highlight approaches employers are using to promote personal responsibility and engage employees in their health and wellbeing. The session includes 5 to 10 minute perspectives of each of the panelists, some discussion questions from the moderator and then a Q&A session with the audience.

Moderator: Margaret Rehayem, Senior Director of Strategic Initiatives and Communications, Midwest Business Group on Health

Panelists: Nate Solomon, Director of Benefits, Wolters Kluwer; Heather Denkert, Employee Wellness Program Manager, Edward-Elmhurst Healthcare; Marian Chase, Senior Manager, Global Benefits, Newell Rubbermaid; Jill Marie Chapman, Senior Director, Benefits, Office Depot, Inc.Rehayem DenkertSolomon Chase Chapman

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ShARe SESSION: thursday, May 8th, 2014 • 11:00 a.m. – 12:00 p.m.

208 – PaNEl DISCuSSION ON hEalth CarE traNSParENCY: the FActS ARe ObLiGAtORY!

Health care transparency means providing consumers with the reliable cost and quality information necessary to choose health care providers based on value. Reliable information empowers consumer choice; Consumer choice creates competition and incentives at all levels; Competition motivates the entire system to provide better care for less money.

Whether directed at employers, consumers or providers – the facts are in and they are awe-inspiring:

• 64% of workers have health plans with a deductible of $1000 or more• 53% of consumers are oblivious to costs and tend to go along with what is suggested• Consumers’ out-of-pocket spending on health care, estimated at $329 billion in 2013, is projected to rise to $411 billion in 2020—a 25 percent

increase.• Since 2000, rising prices of hospital charges, professional services, drugs, devices and administrative costs are responsible for 91 percent of the

increases in health spending.• In 2012, nearly one of five U.S. adults was contacted by a collection agency over unpaid medical bills.• Preventable, adverse events in hospitals are now the nation’s third leading cause of death annually.• $300 billion is wasted in the U.S. every year in avoidable health care costs.

As a result, those involved in America’s health system are embracing Consumerism and Transparency ………And by doing so, we are creating a powerful force for change. Come hear from leading Employers on what they are doing and SHARE your thoughts on healthcare cost and quality transparency!

Moderator: Craig Foster, President – Atlanta Chapter, Worldwide Employer Benefits (WEB Atlanta) and National Channels Director, Castlight Health

Panelists: Rob Graybill, Chief Executive Officer, Compass Healthcare Advisers; Denise Ivester, CEBS, Group Health & Wellness Manager, Fieldale Farms Corporation; Clayton Nicholas, Vice President of Strategy and Marketing, Change Healthcare Corporation; and Amy Fahrenkopf, MD, MPH, Vice President of Clinical Strategy and Design, Castlight Health

Foster IvesterGraybill Nicholas Fahrenkopf

Ceridian LifeWorks is serving up an engaging, interactive new wellness portal. Designed to make it easy for your employees to ramp up their overall well-being with team challenges, tracking tools, online workshops and more.

Take a website tour and see how LifeWorks Wellness can help your organization’s wellness initiatives thrive.

Check out our fresh wellness solution!

Visit ceridian.com or call 1-800-729-7655 today!

©2014 MasterCard and the MasterCard Brand Mark are trademarks of MasterCard International Incorporated.

Improve your customer experience with the MasterCard Insurance Card.

The MasterCard Insurance Card seamlessly integrates with your claim disbursement process to offer a payment alternative that’s easier and less expensive than checks. It’s also more convenient, reliable, and secure. Add MasterCard to your disbursement options.

Please contact your MasterCard representative to learn how to improve your customer experience today.

MasterCard®

Insurance Card MasterCard®

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Ironically, checks aren’tnearly as flexible as plastic.

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LeARn SESSION: thursday, May 8th, 2014 • 3:00 p.m. – 4:00 p.m.

301 – OutCOMES-BaSED StratEgIES WIth INCENtIvES ReSULt in eMPLOYeR GAin

It is no secret that the healthcare costs in the United States rank as the highest in the world. Through Population Health Concierge, costs can be reduced and clinical outcomes improved. This innovative model relies on three core components: break down of silos to help achieve coordinated care; engagement of patients

through outcomes-incentive design; and influence of care pathways toward evidence-based interventions. When properly developed and utilized, employers are presented with great opportunity to contain healthcare costs and generate optimal patient outcomes. During this hour-long session, Dr. Darren White will lead a thoughtful discussion around Population Health Concierge and the range of outcomes-based strategies that can be applied to promote efficiency. All employers enduring the hardships of healthcare serve to benefit.

Speaker: Dr. Darren White, DC, CEO, ADURO, Inc.

White

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302 – PrEPaID: thE NEW CONSuMEr aCCESS POINt FOR heALthcARe

As regulations on health plans increase, efficiency and cost containment, as well as transparency, are becoming even more important. Once thought of as exclusive to other shopping experiences, prepaid solutions offer a good way to provide consumers with safe and convenient access to the funds that will ultimately help to keep them healthy. For the unbanked, for the consumer interested in tax-savings, for those seeking convenience and transparency, prepaid cards are increasingly popular solutions to consider.

In this session, employers and employees alike will learn:

• New prepaid solutions they can leverage as healthcare consumers• Advantages of prepaid solutions with MasterCard• Value of prepaid solutions to their business

Speakers: Beth Griffin, Global Business Leader – Healthcare and Insurance Global Products and Solutions, MasterCard Worldwide; and Jarett Lettner, Vice President, Product Development and Management, OptumHealth

Griffin Lettner

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303 – ShaPINg CONSuMEr hEalth haBItS thrOugh aN inteLLiGent heALth enGAGeMent hUb

How organizations support consumers in managing their health and navigating health care is changing. With an amplified focus on “consumerism,” new services that complement and extend health and wellness initiatives are emerging. In this session, learn how applying the same behavior change principles that help consumers adopt healthy lifestyle choices can also drive desired consumer habits – such as the proper utilization of cost transparency, second opinion, treatment decision support, convenience care, telemedicine and onsite services.

The result is a unified, approachable interaction model that actively engages consumers in not only their health, but also their health care consumption.

You will leave this session having:

• Understood the Do’s and Don’ts of Behavior Change• Learned how Health Reform is creating a new opportunity to provide resources to your consumers• Discovered how to wrap proven behavior change principles around this new wave of consumer support tools

Speaker: Eric Zimmerman, Chief Marketing Officer, RedBrick Health

Zimmerman

©2013 Evolution1, Inc. All rights reserved.

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technology and services.

Leading the way in technology and innovation, PayFlex provides solutions that educate, engage and empower employees to improve their health and financial wellbeing.

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cOnnect SESSION: thursday, May 8th, 2014 • 3:00 p.m. – 4:00 p.m.

304 – SESSION FOr BrOkErS: MODIFYINg, rEFININg aND ADAPtinG in the tOPSY, tURVY wORLD OF SMALL GROUP heALth inSURAnce

The Affordable Care Act did more than change the provisions of small group health insurance. The end result is a complete sea change in the way business is conducted for our industry. This workshop panel will discuss the most significant ways procedures have changed and the most effective tools for operating in this new environment, so brokers have current knowledge and increased efficiency to better serve the needs of the client. On completion, participants will understand:

• The most important ways normal operations have changed• Subtle changes that may have gone unnoticed• Ways to effectively adapt to the new procedures

Moderator: Donna D. Hill, FLMI, Sales Executive and Compliance Director, E2E Benefit Services Inc.

Speakers: Raymer M. Sale, Jr., President, E2E Benefit Services; Bill Lucas, President, Bill Lucas & Associates Insurance; Randy Mobley, Managing Principal, ResourceSeven

Hill Lucas MobleySale

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305 – EMPlOYEr PaNEl DISCuSSION: MOvINg tO CONSuMErISM – SEllINg thE C-SuItE

This session will discuss the challenges to and advantages of selling the C-Suite of your organization on healthcare consumerism strategies. The discussion will start with what you (the audience, so come prepared to contribute) are currently doing, such as how far in advance you are setting new strategies with the C-Suite and how often you are reporting back progress against such strategies to executives. The group will address the challenges of and approaches to selling the executive management team, when they have little knowledge of healthcare itself. Then, after moving forward with healthcare consumerism action plans, how do you continue to garner ongoing support from the C-Suite over time. The session will close with strategies on positioning the future of healthcare within your organizations.

Come prepared with your questions and CONNECT!

Moderator: Jamie Benton, Director of Total Rewards, RaceTrac Petroleum

Panelists: Sam Shallenberger, CFO, RJ Young Company, Inc.; Phil Brown, Senior Vice President of Human Resources, Mohawk Industries, Inc.; and Dawn M. Bading, Vice President, Human Resources, Kaiser Permanente

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306 – aCa COMPlIaNCE & StratEgIES uPDatE – OPen DiScUSSiOn

This session’s goal is to give attendees additional time to get their many questions answered on “Health Care Reform and Compliance Issues”. Following his participation as a key panelist from the General Session under the same title, Alston + Bird LLP legal expert John Hickman will field your questions and give you an

inside look at the implications of PPACA’s impact on consumer directed health. He will be offering practical, actionable strategies your company can use immediately to be compliant with ACA regulations. The discussion will be directed toward health care reform and compliance issues relevant to attendees. Bring your questions!!!

Speaker: John Hickman, Partner, Alston + Bird LLP

Hickman

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ShARe SESSION: thursday, May 8th, 2014 • 3:00 p.m. – 4:00 p.m.

307 – PharMaCY BENEFIt MaNagEMENt: thE valuE tO eMPLOYeeS AnD cOnSUMeRS cAn be SiGniFicAnt

The transition is nearly complete — prescription drugs that use to be insignificant in cost and paid for straight from the patient’s own pocket are now paid for by third parties, almost exclusively. The reason — Rx accounts for more than 20% of total health care costs, and is rising. With the almost simultaneous transition to an age of healthcare consumerism, employees / consumers are now responsible for at least a portion of this expense and they are now exposed to a rising personal expense.

Pharmacy Benefit Managers, or PBMs, act as intermediaries between payors, usually insurance companies or large corporations, and everyone else in the health care system. They generally make money through service fees from large customer contracts for processing claims for prescriptions, operating mail-order pharmacies, and negotiating discounts and rebates with pharmacies and drug makers. Until recently, the value of PBMs has been to help their larger clients 1) control and cut pharmacy costs and 2) increase the efficiency of operations, including claims processing and reimbursement management.

PBMs have evolved from processing prescriptions at pharmacies to taking over the entire drug benefit portion of health plans. Today approaching 90% of all Americans get their pharmacy benefits through a PBM. As part of their evolution, the larger PBMs are moving beyond being just administrators and are working to offer new services, such as utilization and disease management, to help clients’ employees manage spending.

Join us and share your thoughts!

Moderator: Susan Hayes, Principal, Pharmacy Outcomes Specialists

Panelists: Candace Davis, Director, Total Rewards, United Stationers Supply Co.; Lisa D’Acquisto, CEBS, PHR, Manager, Compensation & Benefits, Rady Children’s Hospital-San Diego; and Zachary French, Chief Sales Officer, Citizens Rx, LLC

Hayes D’Acquisto FrenchDavis

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ShARe SESSION: thursday, May 8th, 2014 • 3:00 p.m. – 4:00 p.m.

308 – PaNEl DISCuSSION ON MEDICal travEl: ALL AbOARD! U.S. centeRS OF exceLLence bAnkinG On eMPLOYeR AnD PAYeR UPtAke OF DOMeStic MeDicAL tRAVeL beneFitS

The fast-growth phenomenon of US domestic medical travel — inter-state to Centers of Excellence (COEs) throughout the country, inbound to the U.S., and outbound to destinations worldwide — is capturing the attention of employers, payers, third party administrators, insurance companies and other intermediaries throughout the world. With the growth of HSAs as well as self-funding, a domestic medical travel benefit is now gaining traction among small, medium and large employer groups.

The United States is now one of the top three destinations worldwide for medical travel, and receives as many as 800,000 international patients seeking help with the most difficult health conditions. As a result, and in the new era of health reforms, Americans are witnessing:

• Rapid adoption of domestic medical tourism: travel to another state or region within US borders• Employer receptivity to introducing a medical travel benefit• Consumer willingness to travel to other parts of the United States to access quality care with improved outcomes• Increased demand for more cost-effective care that meets budget requirements

There is growing interest among US hospitals, providers and Centers of Excellence to attract foreign patients. Physician-owned ambulatory surgery centers are participating in this growth trend, as well. International patients are often cash-paying customers and emanate from countries where there are significant financial resources but limited healthcare infrastructure or access to quality diagnostics or care.

This session will examine the top volume procedures for medical travel, track the growth of the industry, evaluate the positioning of provider organizations and COEs, and review initiatives by some of the nation’s largest employers to introduce domestic medical travel programs. With the implementation of healthcare exchanges, and amid mounting challenges for balancing quality and cost-savings, this discussion will help conference attendees to evaluate their participation in a medical travel program.

Moderator: Laura Carabello, Principal, CPR Strategic

Panelists: Ruth Coleman, CEO, Health Design Plus; Jason Jones, Vice President, Human Capital Practice, Willis Insurance Services of California, Inc.; Jennifer Albers, Director, Mercy Medical Destinations, Spine Center, Pain Management, and Headache Management; Trisha M. Frick-Hoff, MS, RN, Asst. Director, Managed Care Contracting Office of Managed Care Johns Hopkins HealthCare LLC; Anne

Meisner, President and Chief Executive Officer, Southeastern Regional Medical Center, Cancer Treatment Centers of America (CTCA)

Carabello Jones Albers Frick-Hoff MeisnerColeman

learn. connect. Share.

Members of the institute for healthcare consumerism (ihc) join their peers and nationally-recognized leaders to LeARn, cOnnect and ShARe through the ihc’s collaborative, informational online community, industry magazines, ihc FORUM conferences, ihc University webinars, ihc Radio Shows and more…

Members of the institute are:• Employers• Human resources benefits managers• C-suite executives• Financial management decision makers• Brokers• Advisors• Consultants• TPA’s• Administrators of regional health plan providers• Solution providers• Thought leaders and industry leaders

benefits of Free Membership:• Learn, Connect and Share with Network Peers and

Industry Innovators as Fellow Members• Create a Member Profile and Join the Conversation by

Commenting and Messaging• Read the Latest Breaking News Pertaining to Health Care Laws• Browse and connect with our Solutions Showcase Directory• Read Blogs from Industry Experts• Access “communities” relevant to your specific position in the

marketplace. Search and Read Content within a Specific Network• Receive the Official Print Publications of The Institute –

HealthCare Consumerism Solutions: 6 bi-monthly issues plus our 2 annual issues: Outlook & Superstars

• Have The IHC Today eNewsletter Delivered Bi-monthly• Listen to The Institute’s Weekly Online Radio Show,

“HealthCare Consumerism Radio”• Entrance into our online guide to PrivateHealthcareExchanges.com

benefits of Premium Membership:• Create your own Blog and connect with our member community• Access archives of all publications, newsletters and

radio podcasts• Stay Connected to the Latest Buyer Trends in the

Health Industry with our ConsumerPulse• Access The Institute’s Health & Wellness Video Library• Access White Papers, Surveys, Research, and All Other Content• Become a Student and Take Courses at The Institute’s University• Become eligible to take the Certified HealthCare Consumerism

Specialist (CHCS) designation testing• Receive a Member Discount to FORUM conferences

becOMe A MeMbeRof the institute for healthcare consumerism!

Start Your FRee or Premium Membership today! Sign Up at theihcc.com/membership

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LeARn SESSION: Friday, May 9th, 2014 • 10:30 a.m. – 11:30 a.m.

401 – FIvE StratEgIES FOr a SuStaINaBlE weLLneSS PROGRAM

This presentation is designed to provide HR/Benefits professionals (or managers charged with leading organizational wellness initiatives) five strategies that can provide the blueprint for a successful, sustainable wellness program. Attendees will learn how to develop a program that recognizes the unique characteristics of their organization’s population. In addition, the course will share strategies for gaining critical leadership support and devising a program structure to align with organizational culture and goals. Specific case studies and examples will provide deeper understanding of how these strategies are successfully put into practice for long-term change.

Three Takeaways:

• Participants will learn about the current corporate wellness environment• Participants will learn the primary elements or foundation of a successful wellness program• Participants will learn five strategies to develop a sustainable wellness program

Speaker: Jen Piliero, Senior Product Manager, Ceridian LifeWorks

Piliero

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402 – CrEatINg ENgagED hEalthCarE CONSuMErSTransparency – providing consumers with information on cost and quality of care to lower healthcare costs – has moved from a concept to a mainstream benefit offering.

However, current transparency tools depend on a flawed assumption, a model that we call the “engaged shopping” paradigm. Engagement is assumed, sometimes even an afterthought – why would consumers not choose a less expensive provider? But low engagement is a hallmark of rising healthcare costs and studies keep showing that cost is not a top driver of provider choices.

This session focuses on data innovation and design factors that move transparency tools from sterile information to must-use personal aids powering consumer decisions, which result in better health care choices and behavior trends.

Participants will:

• Learn how a design centric and behavioral health focus for transparency can drive better healthcare choices and improved access to care.• Learn how to increase high performance network utilization and reduce healthcare costs using transparency data innovation and care advocate

delivery.• Understand why provider transparency has to be more than care shopping

Speakers: Vineet Gulati, CEO, HealthExpense; Matt Dallahan, SVP, Product Strategy, Evolution1; and Bart Bracken, Executive Vice-President, HMC HealthWorks

Gulati Dallahan Bracken

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403 – DESIgNINg PrICE aND QualItY traNSParENCY FOr MAxiMUM enGAGeMent AnD ReSULtS

Consumer-driven health care has been around for years, but consumers have lacked the ability to act as rationale buyers. Price and quality transparency has emerged to fill this void and truly empower health care consumers. If you build it, will they come? That depends on how you recognize and incorporate some key principles of behavior change. Learn how effective transparency service design, integration and incentives can make the difference between just another benefit offering and an engine that drives cost savings and plan satisfaction.

The key attributes of transparency design and implementation that will be explored include:

• Simple – How to minimize confusion and frustration for health care consumers.• Measureable – How transparency can pay off for employees and employers.• Engaging – The keys to transparency engagement: registration… utilization… behavior change!

Speakers: Mark Agnew, Chief Marketing Officer, ClearCost Health, and James Kobar, Benefits Manager, Avaya

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cOnnect SESSION: Friday, May 9th, 2014 • 10:30 a.m. – 11:30 a.m.

404 – SESSION FOr BrOkErS: valuES-BaSED WEllNESS – thE POWEr IN knOwinG the whY OF eMPLOYee weLLneSS

There is a surge in popularity of wellness strategies. Once only an initiative for large employers, employee wellness is rapidly growing among employers of all sizes, with the C-Suite now demanding it. This session will provide key components needed in forming, implementing and enhancing wellness programs. Participants will learn various incentives used to engage employees in wellness programs and how to avoid common barriers to successful implementation of wellness initiatives. Regardless of budget or size of your organization, practical ideas will be shared which will help you move your organization toward a healthier and more productive workplace.

Audience takeaways from this session include:

• By understanding the key motivating factors for employee wellness, you will learn how to encourage both senior leadership and employees to embrace employee wellness.

• You will discover the hidden costs of not having an employee wellness program.• You will hear real-life, current illustrations of how other organizations are implementing employee wellness.

Moderator: Kevin W. Smith, CLU, RHU, Founder, KSA Insurance Agency

Speaker: Jack W. Bruce, Jr., PHR, Chief Operating Officer, BIS Benefits

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405 – lEarN thE BarrY-WEhMIllEr aPPrOaCh tO “ORGAnizAtiOnAL LeADeRShiP AnD inSPiRinG eMPLOYee weLLbeinG”

As corporate wellness programs have become a healthcare consumerism strategy more employers are providing programs, incentives, etc. for their employees. Best practices, program design, methods of evaluation are all questions sought after in developing an effective wellness offering. And then, with everything in place, engagement still may be lower than desired. How do we engage in a daily practice of healthful living? In this session, learn Barry-Wehmiller’s approach – where wellbeing initiatives are designed for inspiring healthful living.


• Understand how organizational leadership can positively impact the health of employees• Understand the process of a communication strategy based on inspiration, not information• Understand how to align and integrate resources to live to the vision

Moderator: Jack Curtis, Founder & CEO, Corporate Health Partners

Speakers: Jim Hertel, Director, Culture and People Development, Barry-Wehmiller Companies, Inc.; and Lexie Dendrinelis, BS, CHPD, Wellbeing Leader, Barry-Wehmiller Companies, Inc.

Curtis Hertel Dendrinelis

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406 – NEW rESEarCh rESultS: aPPlYINg valuE-BaSED inSURAnce DeSiGn tO hiGh-DeDUctibLe heALth PLAnS

Learn about the results of new research that provides insights into whether high deductible health plans (HDHPs) can be tailored so that chronically-ill individuals embrace these plans and save money. Even though more employers are adjusting their benefit offerings to include HDHPs, chronically-ill individuals are reluctant to enroll in these plans given their higher expected out-of-pocket expense even when an HSA or HRA is attached and partially funded by their employer. The research developed and priced hypothetical HDHPs that incorporate “value-based insurance design” principles to make such plans more attractive to chronically-ill individuals by reducing cost-sharing for more effective “high-value” services and providers while discouraging the use of low-value services and providers. For example, modifying a high deductible plan to lower the patient’s out-of-pocket cost for clinically recommended diabetes treatment services has the potential to reduce health complications and overall spending. Maintaining the deductible structure for medical goods and services not affiliated with diabetes management will continue to

motivate employees and their families to research and seek high-quality, necessary care. The study was conducted by leading academics at Harvard Medical School and the University of Michigan Center for Value-Based Insurance Design and was sponsored by the Gary and Mary West Health Policy Center.

Speakers: Roy Ramthun, Senior Health Policy Advisor, West Health; Michael Richard (Rick) McKellar, MHSA, Managing Director, Paladin Healthcare Capital

Ramthun McKellar

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ShARe SESSION: Friday, May 9th, 2014 • 10:30 a.m. – 11:30 a.m.

407 – PaNEl DISCuSSION ON DEFINED CONtrIButION / PRiVAte exchAnGeS: LeADinG exPeRtS DiScUSS the MODeLS, the cURRent exPeRienceS AnD whAt iS cOMinG FOR 2015, incLUDinG UPDAteS On PUbLic exchAnGeS

Long before Health Reform as we know it today had been even considered, the shift to consumerism in health, healthcare and health insurance had begun. The health industry in the U.S. is today at the point of a major transition from an employer-driven payor model to an employee-driven consumer model due almost entirely to the meteoric rise in healthcare costs and the resulting strain on employer affordability of the benefit.

Very similar to the shift from pension plans to individual retirement accounts years ago, employers are limiting health benefits to what they can afford by switching from defined benefits inside of health plans that they controlled to defined cash contributions they make to healthcare savings accounts that their employees control. The employee then makes the health insurance purchasing decisions, not the employer.

Yet with the health reform law also a consideration during this time of transition, employers want to not only control costs but remain compliant with federal mandates while still providing their employees good options to acquire value based insurance products. Therefore, private health insurance exchanges, with their defined contribution approaches, represent a significant component of the next generation of solutions, directly involving more and more individual consumers.

Bring your questions for the panel and Share Your Experience!

Moderator: Doug Field, CEO, The Institute for HealthCare Consumerism

Panelists: Gaston H. Gage, Jr., Founder and CEO, Empowered Benefits, LLC; Josh Hilgers, Director of Strategy and Development, VelaPoint; John Barkett, Director of Health Policy Affairs, Exchange Solutions, Towers Watson; and Phil Carollo, Executive Vice President, PlanSource

Field HilgersGage Barkett Carollo

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ShARe SESSION: Friday, May 9th, 2014 • 10:30 a.m. – 11:30 a.m.

408 – EMPlOYEr PaNEl DISCuSSION: BuIlDINg BEttEr cOnSUMeRS OF heALth cARe AnD heALth

Your employees are not children. They want to be treated like adults and make their own decisions regarding their health and health care. However, if they do not have the proper education and decision-support tools they may not be able to make the best choices when it comes to getting care. In this SHARE SESSION, employers will discuss some very innovative ways to create more educated consumers of health care. Employers will discuss health management pathways, advocacy resources and enrollment engagement services that have a proven track record within their organizations.

As employees interact with healthcare in different ways, you must deploy different “just in time” strategies to educate and engage them on their own terms. Three things you will learn from this session are:

• Successful engagement of employees during enrollment.• Employee engagement once health conditions are identified.• Advocacy and its role in health care decision making.

Active interaction between the panelists and attendees is encouraged! Bring your questions.

Moderator: Lisa Evans, Director of Healthcare, Southwire Company

Panelists: Emily Talley, CEBS, SPHR, Benefits Manager, Tanner Health Systems; Cindi Gatton, Principal, Cynthia R. Gatton & Associates, LLC; Marian Chase, Senior Manager, Global Benefits, Newell Rubbermaid; Andrea Krakower, Manager, Wellness Development and Promotion, Scripps Health

Evans GattonTalley Chase Krakower

notes:

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© 2014 Visa. All rights reserved.

The effective prescription for complicated health benefit programs.

Visa Healthcare

❑✓ Relieves administrative headaches for employers.

❑✓ Provides employees convenient access to their funds.

complicated health benefit programs.

Everyone deserves the opportunity to live one’s best life.

We support each person in realizing their individual version of health and wellbeing to nourish life.

Our programs combine the compassion of human touch with the power of technology to connect and inspire. We work with each individual to identify and overcome barriers — both personal and those presented by the world in which we live — to create healthy change.

As a leading expert, we transform health and wellbeing through proven coaching and care coordination.

At Alere, it’s more than clinical, it’s personal.

© 2014 Alere. All rights reserved. The Alere Logo and Alere are trademarks of the Alere group of companies.

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PLaTiNuM sPoNsorsConnectYourCare

goLD sPoNsorsHealthSparqWageWorks

siLVEr sPoNsorsAlegeus TechnologiesAlereCeridian LifeWorksClearCost Healthevolution1Foundation for Chiropratic ProgressFusion HealthgBehaviorHealthstatHooper Holmes Health & WellnessHSA AdministratorsInteractive HealthMasterCardPayFlexRedBrick HealthTruven Health AnalyticsVisa

BroNzE sPoNsorsAcclarisAHIPAllstate BenefitsBank of America Merrill LynchbswiftbusinesssolverCareOne AdvocatesCareington InternationalCastlight HealthChange HealthcareChoice RX SolutionsCompass Healthcare AdvisersCompass Professional Health Services

connectureDataPathDelta DentalEmpowered BenefitsempowrisFAIR HealthFreedomCarefreshbenieshCentiveHealthExpenseInHouse PhysiciansKaiser PermanenteMayo ClinicMedical Advocate Program (MAP)MYidealDOCTORNovartis Consumer Health/breatheBetterPlanSourceProCare RxQuadMedSelectAccountSolstice MarketplaceTowers WatsonTransitions RBGTrotter WellnessTSYS HealthcareUMRWellCard SavingsWiser TogetherWorkplace Options

ParTNErsAmerican Institute for Preventive Medicine (AIPM)Benefits Advisors Network (BAN)BenefitsLink.com & EmployeeBenefitsJobs.comConvenient Care Association (CCA)Docs4PatientCareEmployersLikeMe (ELM)Georgia Association of Health Underwriters (GAHU)Global Knowledge Exchange Network (GKEN)Health Fairs Onsite

HealthCare Consumerism Solutions MagazineHealthCare Exchange Solutions MagazineHealthiest EmployersspringbukInsurance Thought LeadershipLevel1 DiagnosticsMCOLMedical Travel TodayMyHealthGuide NewsletterNational Association of Alternative Benefits Consultants, Inc. (NAABC)National Association of Health Underwriters (NAHU)OnSite ClinicsPharmacy Outcomes SpecialistsPrivateHealthCareExchanges.comShareWIKThe Healthcare Intelligence Network (HIN)The Leapfrog GroupU.S. Domestic Medical Travel United Benefit Advisors (UBA)Atlanta Chapter, Worldwide Employer Benefits (WEB Atlanta) Wye River Group on Healthcare (WRGH)

HEaLTH aND WELLNEss LouNgEAlereHealth Fairs OnsiteHooper Holmes Level1 Diagnostics

A SPeciAL thAnk YOU tO OUR SPOnSORS & PARtneRS

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2014 FORUM & exPO PLAtinUM SPOnSOR

www.connectyourcare.com/cyc2ConnectYourCare offers a leading CDH accounts platform, including HSAs, FSAs, and HRAs. The ConnectYourCare solution provides employees with a transparent and seamless transition to CDH. Our stewardship model utilizes behavioral economics optimizing the CDH experience. ConnectYourCare was proudly named the leader in CDH solutions by Forrester, an independent market research firm.

2014 FORUM & exPO GOLD SPOnSORS

www.healthsparq.comHealthSparq offers an integrated healthcare transparency solutions platform that brings the online shopping experience to healthcare by leveraging provider and claims data with cost and treatment data linked together with community reviews and discussions. HealthSparq’s software-as-a-service platform is designed to be integrated into health plan and employer websites. HealthSparq is part of the Cambia Health Solutions family of companies and is located in Portland, Oregon. To learn more about HealthSparq, visit www.HealthSparq.com and follow @HealthSparq on Twitter. To receive a HealthSparq demo, please send an email to [email protected] or call 503-220-6200.

www.wageworks.comWageWorks, Inc. is a leading on-demand provider of tax-advantaged programs for consumer-directed health, com-muter and other employee spending account benefits, or CDBs, in the United States. We administer and operate a broad array of CDBs, including spending account manage-ment programs, such as health and dependent care Flexible Spending Accounts, or FSAs, Health Savings Accounts, or HSAs, Health Reimbursement Arrangements, or HRAs, and commuter benefits, such as transit and parking programs.

2014 FORUM & exPO SiLVeR SPOnSORS

www.alegeus.comAlegeus Technologies is the leader in healthcare and benefit payments – offering the industry’s most comprehensive platform for the administration of benefit accounts, an established private exchange solutions, the most widely-used benefit debit card, and outsourced claim payment services. Health plans, TPAs, and financial institutions leverage Alegeus’ technology to administer accounts for 17.5 million members and process $18 billion in healthcare payments annually.

www.alere.comAlere empowers individuals to take greater control of their health at home, under the

supervision of their healthcare providers. Our coaching and care coordination programs combine the compassion of human touch with the power of technology to connect and inspire. Using cultural, economic and psycho-social insights, we align the right resources and action plans to empower individuals. Years of research and experience enable us to shape the future of behavior change solutions.

www.ceridian.com Ceridian LifeWorks Employee Assistance Programs (EAP), work-life and wellness solutions help organizations enhance employee health and wellness, increase employee engagement and improve productivity. LifeWorks offers comprehensive, award-winning resources, tools and support to over 48,000 organizations covering more than 12 million individuals.

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https://www.clearcosthealth.comClearCost Health helps employers and employees respond to the rising cost of health care by empowering them to readily determine the cost of medical services and prescription drugs. Addressing a significant blind spot in today’s health care marketplace, ClearCost Health reveals large price disparities between in-network health care providers, while simultaneously providing consumers with relevant quality and patient satisfaction information. The company works with large employers and health plans to enable employees and dependents to become smart shoppers for health care, saving significant money for both plan participants and plan sponsors.

www.evolution1.comEvolution1 and our Partners serve more than 9 million consumers, making us the nation’s largest electronic payment, on-premise and cloud computing healthcare solution that administers reimbursement accounts, including HSAs, HRAs, FSAs, VEBAs, Wellness and Transit Plans. It is the only solution that offers a single end-to-end user experience, provides innovative auto-substantiation technologies, and automates workflow for Partners, employers, and consumers. It does all this on one technology platform comprised of 1Cloud™, 1Direct™, 1Pay™, 1View™, 1Plan™, and 1Mobile™. Evolution1 and our Partners are dedicated to delivering value, reducing costs and simplifying the business of healthcare.

www.yes2chiropractic.orgA not-for-profit organization, the Foundation for Chiropractic Progress informs and educates the general public about the many benefits associated with chiropractic care. The Foundation is also developing closer relationships with healthcare executives, employers, payers and health plans. Through continued sponsorship of thought leader initiatives and development of peer-reviewed articles for publication, the Foundation continually offers enhanced opportunities for improved understanding of the benefits of chiropractic care and its role in traditional and emerging healthcare frameworks. To learn more about the Foundation, please visit us online at www.yes2chiropractic.org or call 866-901-3427.

www.fusionhealth.comFusion Health® delivers innovative healthcare technology and care management solutions focused on preventing chronic disease and reducing cost. We enable employers and health plans to radically alter the trajectory of spiraling health-related costs through the fusion of proprietary cloud-based technology, leading medical expertise and actionable data analytics.

www.gbehavior.comgBehavior offers complete reward solutions that incentivize program participants for healthy behavioral changes. Our wellness platform, Rewards for Wellness, tracks participants’ progress against pre-determined goals, and rewards them for achieving these goals. gBehavior handles all phases of design, implementation, engagement, rewards management and in-depth reporting. gBehavior offers a unique value proposition — no monthly fees. We get paid only on results.

www.hsaadministrators.infoOur purpose is to provide individuals and families with the tools, knowledge and support to plan for their current and retirement health care costs. We build value for our customers by offering unique HSA investment options with a personal experience that is flexible for life’s changing health and financial needs. Health Savings Administrators provides employers and employees with a blend of investment opportunity, customer service, and employer support.

www.healthstatinc.comHealthstat, Inc. is a leading provider of on-site primary care, high health risk intervention and disease management services. Our goal is to alleviate a corporation’s rising cost of healthcare by improving the health of their employees. With the utmost discretion, we identify chronic health risks and work with the employee to manage their condition before it requires more serious treatment. We accomplish this through the implementation of on-site clinics, preventative care and wellness programs. We get proven results and judge success through both the bottom line and the healthy life. Today, we serve over 200,000 employees at more than 100 companies and staff over 300 clinics nationwide.

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www.hooperholmes.comHooper Holmes Health & Wellness, known in the industry for our best-in-class biometric screenings, offers turnkey Wellness Solutions that can be tailored to meet your needs as an adviser in the Workplace Benefits Industry. Visit the Health & Wellness Lounge during the conference and experience firsthand a Complimentary Biometric Screening.

www.interactivehealthinc.comInteractive Health provides comprehensive, outcomes-based worksite wellness solutions that are personalized for each individual. Using a proven methodology to identify at-risk participants, Interactive Health immediately intervenes with personalized health improvement programs, including unique achievable goals based on test results. The outcome: healthier employees, lower medical costs and improved productivity.

www.mastercard.usMasterCard (NYSE: MA), is a global payments and technology company. It

operates the world’s fastest payments processing network, connecting consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories. MasterCard’s products and solutions make everyday commerce activities — such as shopping, traveling, running a business and managing finances — easier, more secure and more efficient for everyone.

www.healthhub.com/info/what_is_healthhub/Default.aspxPayFlex® is leading the way in account-based health plan technology and innovation. HealthHub®, powered by PayFlex®, combines benefits administration with wellness solutions to educate, engage and empower employees to improve their health and financial wellbeing. Incentive-based wellness programs integrated with account-based health administration sets PayFlex® apart in the consumer-directed marketplace.

https://home.redbrickhealth.comRedBrick Health is a health engagement and behavior change technology company that helps organizations reinvigorate their population health management initiatives. The company combines financial accountability, clinical and behavioral insight, social and game mechanics and powerful data analytics to create a personalized experience delivered through web, mobile and live interactions.

www.truven.comTruven Health Analytics, formerly Healthcare at Thomson Reuters, delivers unbiased information, analytic tools, benchmarks, and services to the healthcare industry. Hospitals, government agencies, employers, health plans, clinicians, and life sciences companies have relied on us for more than 30 years. We combine deep clinical, financial, and healthcare management expertise with innovative technology platforms and information assets to make healthcare better by collaborating with our customers to uncover and realize opportunities for improving quality, efficiency, and outcomes.

usa.visa.com/index.jsp Visa Healthcare cards can encourage increased employee participation and satisfaction in tax-advantaged healthcare programs (FSA/HRA, HSA) while helping to reduce administrative expenses. Maximizing these programs with Visa Healthcare cards provides accountholders with fast, convenient access to funds, which can ease administration and drive participation through increased value for employees. Visa is a global payments technology company that connects consumers, businesses, banks and governments in more than 200 countries and territories, enabling them to use digital currency instead of cash and checks. Visa’s processing network is capable of handling more than 20,000 transaction messages per second, with reliability, convenience and security.

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2014 FORUM & exPO exhibitORS

www.acclaris.comAcclaris delivers financial technology and services that power and simplify the complex administration of HSAs, HRAs, FSAs and much more for HR outsourcers, benefits administrators, financial institutions and health plans. Acclaris offers clients an innovative approach to faster, more profitable growth, greater agility and higher member satisfaction.

www.ahip.orgAHIP has offered educational programs to hundreds of thousands of health care

professionals throughout the world for more than 50 years. Whether you’re just entering the field or brushing up on your skills, our self-study courses and professional designations are designed to meet your needs. We continuously update and enhance our educational offerings to make our programs the most relevant in the health care industry.

https://www.allstateatwork.comA name your employees can trust is a true benefit. That’s why Allstate Benefits is one of America’s leading voluntary

benefit providers. Our comprehensive and competitive product portfolio includes the #1 Critical Illness product in the industry along with disability income, accident, life, hospital indemnity, cancer, vision and dental insurance. More than 31,000 companies across the U.S. choose to put our products to work for them. Are your employees in Good Hands? They can be.

www.healthylife.comAn award-winning developer and provider of wellness programs and publications, AIPM is one of the first five companies to receive URAC Accreditation for Comprehensive Wellness. It works with over 13,000 corporations, hospitals, MCOs, unions, schools and government agencies to reduce health care costs and absenteeism.

www.corp.bankofamerica.comWhen it comes to building workplace benefits solutions, the provider you choose can help shorten your path to success. When you work with Bank of America Merrill Lynch, you leverage the virtually unparalleled strength, resources and experience of Bank of America Corporation, a global, broadly experienced organization. You can depend on us to deliver solutions across virtually every type of wealth accumulation program available under current regulations and tax laws — customized, scalable, and tailored to your needs. We seek to be a trusted resource to help you manage your business and help your employees achieve financial wellness.

www.bebetterhealth.combreatheBetter™ is a complete tobacco solution for employers that represents

the latest in tobacco cessation research. The program is tailored to each individual’s own tobacco use and history, their previous quit attempts, and the barriers that have blocked their success in quitting tobacco. breatheBetter™ includes access to an expert team, coaching, Nicotine Replacement Therapy, and benefits and policy support. It is the most cost effective tobacco cessation program on the market.

www.bswift.comBased in Chicago, bswift offers

software and services that streamline benefits, HR and payroll administration for employers and public and private exchanges nationwide. bswift’s state-of-the-art cloud-based technology and outsourcing solutions significantly reduce administrative costs and time-consuming paperwork, making life easier for administrators and millions of consumers who enroll in benefits with bswift. For more information, visit www.bswift.com and check out the bswift blog at www.bswift.com/blog.

www.businessolver.com/#&panel1-1 Businessolver delivers online benefits administration services via Benefitsolver – its single source technology. Benefitsolver is deployed via a software-as-a-service (SaaS) model to deliver a complete benefits solution from a single piece of technology to employers ranging from 1,000 to 100,000 employees. Find out more at www.businessolver.com.

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https://www1.careington.com/index.aspxSince 1979, Careington International Corporation (www.careington.com) has provided affordable, money-saving solutions to nearly nine million members. Dedicated to improving individual health and well-being, Careington’s health, wellness and lifestyle plans are designed to deliver consumer savings, with products and services tailored to the unique needs of today’s employers and their employees.

www.careoneadvocates.comHealthcare advocacy is a one-to-one personalized service designed to assist agencies with controlling costs, improving retention and increasing client satisfaction — while providing consumers with insight to the health care system, their policy and access to care. At CareOne, we help with understanding health plan coverage, locating providers, finding the best locations for procedures — including who has the best price and quality! And we don’t stop there – after a service or procedure, we become a personal claim advocate, provide an explanation of benefits, perform cost claims analysis and can even help with fee negotiation once a bill arrives. With insurance moving away from the employer’s benefits department and more and more consumers left to make sense of the health system on their own, this is an essential service to support both brokers and individuals with their specific needs – Our CareOne Broker Advantage™ program Provides Support at Every Turn™.

www.castlighthealth.comCastlight Health delivers the solution to enable employers and health plans to lower health care costs and provide individuals unbiased pricing and quality information to make smart health care purchase decisions. With a growing list of national customers, Castlight is rapidly becoming a major force of change in American health care.

www.changehealthcare.com Change Healthcare is on a mission to transform the way Americans purchase and utilize healthcare services. With a national client base of health plans and employers covering lives in all 50 states, the company is the premier national provider of healthcare consumer engagement and cost transparency solutions. Learn more: www.changehealthcare.com.

www.choicerxsolutions.comChoice Rx Solutions delivers low cost pass through pricing through our national network of pharmacies. In addition we offer choice for all clients regardless of membership size, earning us recognition from our clients for the best customer service in the industry. We offer a full range of products including specialty pharmacy, “In retail pharmacy” 90 day supplies, member and client portals as well as a 24/7/365 help desk. We work with TPAs, Brokers and Employer groups to customize their benefit plan while shifting savings from the PBM to lower health care costs for all payers. Headquartered near Madison Wisconsin, Choice Rx Solutions has regional offices in Los Angeles, Chicago, and Philadelphia. Choice Rx Solutions is your clear choice in Pharmacy Benefit Management.

www.compassphs.comCompass is a technology enabled healthcare cost-containment company that delivers tailored Transparency, Concierge Engagement, and Population Health solutions. Compass’ unique model fuses data and technology with human engagement to deliver actionable healthcare solutions for enhancing health and reducing costs.

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www.compassha.comCompass Healthcare Advisers empowers members to make informed healthcare decisions without sacrificing quality, transforming members into smarter healthcare shoppers. Compass Healthcare Advisers delivers the most solid ROI in the industry. Compass Healthcare Advisers offers a full suite of transparency and cost-saving solutions including incentive rewards, radiology concierge, specialty pharmacy optimization, referenced-based pricing and accountable care solutions.

www.connecture.comConnecture is the leading provider of Web-based information systems used to create health insurance marketplaces and exchanges. Its industry-proven solutions enable consumers – both over and under age 65 – employers and brokers to more easily shop for, purchase and renew health insurance while minimizing back-office administrative expenses for health plans. Connecture’s solutions include a wide range of proven distribution platforms for the commercial insurance industry and the public sector and are provided to health plans, state insurance marketplaces, the federal government, private exchanges and insurance brokers. More than 33 million Americans shop for their health insurance through systems built by Connecture, and more than half of the nation’s 20 largest plans rely on them to sell, administer and manage their plans and products effectively. For more information, visit www.connecture.com.

www.dpath.comDataPath, Inc. is a management-owned, privately-held company founded in 1984 that develops software solutions for the administration of employee benefit plans operating under federal regulations, including cafeteria plans, flexible spending accounts, dependent care assistance plans, health reimbursement arrangements, health savings accounts, commuter benefit plans, COBRA, healthcare debit cards, and more. For more information, visit http://www.dpath.com.

www.deltadental.com/Public/index.jspDelta Dental leads the industry in designing innovative dental coverage programs that keep costs down and deliver quality care. Our diverse client list includes everyone from Fortune 100 companies to public agencies to individuals and families. Our customer’s satisfaction is based on our expansive dentist network, cost-saving mechanisms and superior customer service. We are part of the Delta Dental Plans Association that provides dental coverage to more than 59 million people in the US.

www.empoweredbenefits.comEmpowered Benefits – You choose. You Benefit. BeneFit™ Marketplace is the private exchange designed to be intuitive and easy. Its straightforward approach and plain language break through the complexities that surround healthcare. It is a product of Empowered Benefits, a company long rooted in health insurance and benefit administration. Millions of employees already trust Empowered Benefits for their online benefits tools.

https://www.empowris.com/empowris is a qualified, accountable marketplace of the country’s top weight management programs, designed to provide your employee’s choice to drive engagement and create healthy outcomes. By qualifying programs, empowris ensures that employees are using programs designed for results. And, by building in accountability parameters for both programs and employees, success rates can be measured against employee investments.

www.fairhealth.orgFAIR Health is a national independent, not-for-profit corporation whose mission is to bring transparency to healthcare costs and health insurance information through consumer resources, comprehensive data products and research tools. FAIR Health uses its database of billions of billed medical and dental services to power cost transparency tools at fairhealthconsumer.org that enable consumers to estimate and plan their medical and dental expenditures. FAIR Health also licenses customized consumer tools, data products, and custom analytics to businesses, government agencies, healthcare providers and researchers.

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www.freedomcarebenefits.comFreedomCare has a one of a kind program that allows most employers to self-insure their health benefits. We offer a unique plan design that is certified to be 100% Affordable Care Act compliant. All for about $100 per employee per month. Find out more about our strategy to solve your ACA problem.

www.freshbenies.comNeed a strategic solution to round out your consumerism benefit package? freshbenies bundles multiple non-insurance tools into one easy-to-use card. Like what? 24/7 call a doctor service (no consult fee), advocacy, health discounts, and more. Inexpensive and simple to implement. Help employees save time, money & frustration on their healthcare!

Cent ivehwww.hcentive.comhCentive, Inc. is a provider of cloud-based exchange technology that helps consumers connect, communicate and engage in acquiring health insurance benefit products. Our suite of WebInsure products allows health plans, employers and state and federal health agencies to set up marketplaces for the acquisition, management, distribution and compliance of health insurance plans. With core values focused on customer success and execution excellence, hCentive offers a single point of accountability that organizations demand.

Own Your Healthcare TM

HealthExpensewww.healthexpense.comHealthExpense helps health plans, administrators and employers increase engagement in healthcare marketplaces through simplified medical bill management, shopping tools and tailored incentives resulting in reduced healthcare costs. Consumers benefit from paperless reimbursement from FSA and HSA accounts, reward programs that lower out-of-pocket costs, and smartphone provider cost transparency.

www.inhousephysicians.comFounded in 1992, InHouse Physicians primary mission is very clear — to con-

tain healthcare costs for self-insured employers. Our worksite health centers are the foundation of our cost containment engine — creating an employee engagement platform neces-sary to implement our innovative and results oriented solu-tions. IHP operates in all 50 states targeting midsize and large employers. IHP has added an entirely new suite of “next generation” services that allow our team to achieve superior cost containment results. These services include — patient advocacy, predictive modeling, population health manage-ment, price and quality transparency, case rate negotiations, and the establishment of value based provider networks.

http://bit.ly/1gSGk66 Kaiser Permanente is committed to helping shape the future of health care. Our mission is to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. We currently serve more than 9 million members nationwide, including more than 240,000 members in metro-Atlanta.

gbs.mayoclinic.org/ Mayo Clinic Global Business Solutions extends Mayo Clinic expertise by delivering an integrated portfolio of market-leading

products and services to meet the needs of people across the health spectrum — and throughout their lives. By harnessing the collective knowledge of more than 4,000 physician experts and researchers, Mayo Clinic provides high-quality solutions that assess, promote, and improve individual and population health. Contact us to learn more about resources for health guidance, health information and health care.

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www.medicaladvocateprogram.comMedical Advocate Program is a revolutionary new way to dramatically improve the quality

of patient healthcare. We are the only company that has quality metrics. No competitor has that! Our purpose is to work as a navigator to direct employees and their family members the right physician and medical facility from the start. Whether you are an Employer/CFO, Employer/Human Resource Manager, Broker, TPA, or Onsite Clinic Owner/operator, why not consider making a difference in the lives of those you work with and for yourself? Contact Medical Advocate Program today to find out how we can provide you with the best health care for your employees and cost savings for your company or clients!

https://www.myidealdoctor.comAccording to the American Medical Association 70% of Doctors office visits and 40% of Emergency Room visits could be avoided by having a quality telemedicine plan. Telemedicine is revolutionizing Healthcare by saving you time & money. MYidealDOCTOR™ is an affordable plan that gives you and your family 24/7/365 access to U.S. Board Certified Physicians who can consult, diagnose, and if needed prescribe medication over the phone or via video technology for many common and acute illnesses.

www.plansource.comPlanSource is a leading-edge technology & services provider that connects consumers, employers, brokers and carriers to simplify the complexities of quoting, underwriting, healthcare purchasing, benefits administration, billing and data management.

www.procarerx.comProCare Rx is a national, full service PBM that has distinguished itself in technology, service, flexibility, and cost savings. We strive to provide cost-effective solutions and excellence in service.

www.quadmedical.comQuadMed is a nationally recognized leader in innovative healthcare solutions, and offers comprehensive healthcare services tailored to your company’s goals and employee health needs. QuadMed specializes in staffing, managing and operating employer-sponsored primary care centers that offer services spanning the care continuum to ensure a model that best meets our clients’ needs. This includes onsite, near-site, multiemployer/shared sites, corporate health suites and telehealth options.

www.selectaccount.comSelectAccount is one of the largest health savings account (HSA) custodians and account administrators in the nation. We’ve been at the forefront of innovation in health spending accounts for over 25 years, and we’ve earned a reputation as one of the most experienced and trusted top 10 account administrators in the country. We currently manage more than $500 million in consumer medical savings assets. SelectAccount has customers in all 50 states. We work with 7,000 employers who provide SelectAccount health spending solutions to their employees and SelectAccount currently serves more than 350,000 members across all of our products.

www.solsticemarketplace.comThe Solstice Marketplace is a private exchange developed by health insurance carrier Solstice Benefits. Created specifically with insurance brokers in mind, the Solstice Marketplace provides brokers with a one stop shop to offer personalized service to their customers. It features a user-friendly system, a simple enrollment process, comprehensive tools, video tutorials and more. Contact the Solstice Marketplace at 1.855.Sol.Mrkt or www.SolsticeMarketplace.com.

www.towerswatson.com/en/Services/our-solutions/Oneexchange Towers Watson offers solutions in benefits, talent management, rewards, exchanges, and risk and capital management. Towers Watson Exchange Solutions, formerly Extend health, operates the nation’s largest private Medicare exchange.

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www.transitionsrbg.comTransitions RBG an expert company for Retiree Benefit programs. A solutions driven organization that works with Employers, Associations and Individuals to create the Medical Insurance Plans to meet their needs. Whether the goals are reducing premiums, addressing FASB/GASB requirements, revising retiree medical benefits or needing a resource for your employees; Transitions RBG has your solution. As a highly regarded expert in this field we are able to consult and develop a plan to accomplish your goal. We look forward to meeting you!

www.trotterwellness.comSince 2003, Trotter Wellness® has been recognized as a national leader in wellness solutions that achieve high participation, high participant satisfaction, and quantifiable results for all size organizations across all industries. Whether you are a large multi-national corporation, a small or mid-size employer, agent, consultant or carrier, Trotter Wellness® has a solution that can meet your needs now, and into the future.

www.tsys.com/solutions_services/issuers/healthcareTSYS Healthcare TSYS Healthcare provides end-to-end strategic payment solutions for consumer directed healthcare. We partner with benefits administrators, financial institutions, health plans and software providers to navigate all aspects of HSAs, HRAs, FSAs, cash reimbursements and lines of credit, rewards and claim payments. TSYS Healthcare cards offer participants the security they expect along with the ability to conveniently access funds from multiple accounts and manage their benefits payments with simplified single-card access. Clients and partners benefit from simplified processes, reduced paperwork and cost savings that contribute to improved return on investment.

www.umr.com/oss/cms/UMRUMR provides customized solutions, cost-effective networks and compassionate

service for self-funded medical, dental, vision and disability plans. In addition to integrated health plan management and claims processing services, UMR offers a variety of programs to help clients control costs, including care management, pharmacy benefits administration, reinsurance products and claim recovery management.

https://www.wellcardsavings.com/default.aspxWellCard Savings is a unique FREE program that provides access to savings and services that normally charge and monthly access fee. Over 20 million cards have been distributed through consulting firms, agents, brokers, unions, associations, municipalities and employer groups, making WellCard the leading healthcare savings program in the country.

www.wisertogether.comWiser Together helps health care consumers choose the right care at the right time. We offer innovative online tools that help consumers make evidence-based, cost-effective treatment decisions that are aligned to their personal preferences and financial constraints. Consumers using WiserTogether’s tools achieve better health outcomes through more effective treatment decisions that save payers money.

www.workplaceoptions.com/index.asp Workplace Options delivers employee support services to 42 million employees in 200 locations worldwide—making them healthier and more productive. Our services translate into more engaged, efficient, and loyal employees. Offerings include clinical counseling, work-life services, crisis support, seminars/training, and wellness. We have call centers in the US, UK, Canada, Ireland, Panama, Japan, and Singapore, as well as a product development office in Indonesia. This year, we will open service centers in Portugal and India.

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2014 FORUM & exPO PARtneRS

www.healthylife.comAn award-winning developer and provider of wellness pro-grams and publications, AIPM is one of the first five com-panies to receive URAC Accreditation for Comprehensive Wellness. It works with over 13,000 corporations, hospitals, MCOs, unions, schools and government agencies to reduce health care costs and absenteeism.

N E T W O R K

www.benefitadvisorsnetwork.comFounded in 2002, the Benefit Advisors Network (BAN) is an exclusive, premier, national network of independent, employee benefit brokerage and consulting companies. BAN delivers industry leading tools, technology, and expertise to member firms so that they can deliver optimum results to their employee benefit customers. BAN intentionally limits membership because of the highly collaborative interactions. Members, trademarked as Smart Partners®, are screened prior to being granted membership to ensure they distinguish themselves from their competitors through their knowledge of the employee benefits industry, ethical approach, business acumen, and strategic vision.

www.benefitslink.com www.employeebenefitsjobs.comSince 1995, the BenefitsLink daily e-newsletters have provided employee benefits professionals with the latest developments and analysis in plan compliance, administra-tion, policy and design – we scour the web to deliver the very best articles to keep you on top of this ever-changing field. Our website includes active message boards, industry news and an extensive calendar of conferences and webcasts. EmployeeBenefitsJobs.com offers the opportunity to find the best-informed benefits professionals to fill job openings in this niche field.

www.ccaclinics.orgConvenient Care Association is the national trade association of companies and health-

care systems that provide consumers with accessible, afford-able, quality healthcare in close to 1500 retail-based loca-tions. CCA works primarily to enhance and sustain the growth of the Convenient Care industry through sharing resources, best practices and common standards of operation. For more information, please visit: www.ccaclinics.org.

www.docs4patientcare.org Docs4PatientCare is a national physi-cian advocacy group which was launched

in the spring of 2009 by Hal C. Scherz, M.D. of Georgia Urology. Originally conceived to oppose passage of the Affordable Care Act, the physician members of D4PC dedicated their efforts toward educating their patients, the public and lawmakers about the dangers of government controlled healthcare and the eventual destruction of the doctor-patient relationship. Over a short period of time, hun-dreds of doctors joined us and it became clear that D4PC needed to be more than a single issue organization

www.employerslikeme.orgEmployersLikeMe (ELM) is your network to learn what other employers are doing around employee benefits and cost containment. Started by employers for employers, ELM is a confidential place to learn from each other about the latest sustainable employer innovations.

www.nahu.org The Georgia Associations of Health Underwriters (GAHU) represent the inter-ests of eight local chapters of the National

Association Of Health Underwriters (NAHU). We are a pro-fessional organization of agents, administrators and insur-ance company representatives who have joined together to strengthen the private health care financing marketplace for all Americans. Each of us has pledged to conduct ourselves in accordance with a rigorous Code of Ethics.

www.gken.orgGlobal Knowledge Exchange Network’s (GKEN)

purpose is to identify and promote the awareness and adop-tion of existing and emerging better practice models and promising new health systems models across industrialized nations. GKEN favors the promotion of better practices that do not require legislation, international treaties or large sums of money, yet when adopted can improve health systems on a global basis.

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www.healthfairsonsite.comHealth Fairs Onsite has been bringing wellness programs to corporations around the country since 2008! Health & wellness is a top priority

for most companies today!! Our solutions can work for you…whether you have an existing wellness initiative or are just beginning and need to know how! Ask us how we can bring events exactly suited to your needs at low or even no cost!!! Our mission is to create, plan & execute customized events that education, involve & influence!!! Our goal is to education your stakeholders in all aspects of a healthy lifestyle!

www.theihcc.comAs the lead media sponsor for the IHC FORUM, and the official publication of the IHC, each issue is focused 100% on innovative health and benefit management solutions as an advocate for health care consumerism. The collective voice heard within the articles, company profiles, case studies and suggestions for solutions helps stakeholders make better decisions about health care programs during one of the most dynamic times in our industry’s history. Available in print and digital (viewable on laptops, computers, tablets and mobile devices).

Exchange

www.theihcc.comHealthCare Exchange Solutions, a magazine supplement to HealthCare Consumerism Solutions and lead media spon-sor for IHC FORUM, covers the most significant shift in how Americans purchase health insurance in many years, focusing exclusively on the emergence of health insurance benefits exchanges and defined contributions. The exchanges, sim-ply put, represent an important opportunity for advancing consumerism in health care. Available in print and digital (viewable on laptops, computers, tablets and mobile devices).

www.healthiestemployers.comHealthiest Employer is a leading resource to the well-ness industry, providing research, benchmarks and tools to over 4,000 organizations. With Springbuk, the Healthiest Employer analytics platform, employers gain actionable insights into population health to improve spending, pre-vent costs and drive higher ROI. Learn more at www.HealthiestEmployers.com.

www.springbuk.comWHAT WILL YOU DO WITH A 50:1 ROI? ? Imagine a tool that helps you tar-get real-dollar opportunities to improve

population health. With springbuk™ health annalytics you get real-time, actionable insights allowing you to make the best decisions with the most information. Most importantly, springbuk™ was built for ease of use and navigation. Now you can focus your time on getting results.

www.insurancethoughtleadership.comInsurance Thought Leadership is a digital publishing platform that curates and promotes the premier content about insur-ance and risk management and sponsors a community of thought leaders. Some of the keenest minds in the industry have signed up to be thought leaders on ITL, and the platform provides C-suite executives and thought leaders in insurance direct access to each other so they can have a meaningful exchange and become more knowledgeable. The company is based in Menlo Park, Calif. To learn more about Insurance Thought Leadership, go to insurancethoughtleadership.com

www.level1diagnostics.comLevel1 Diagnostics is an innovative program that, unlike conventional car-

diology tests, provides new advanced technology testing and methods to detect and prevent the earliest signs of cardiovas-cular disease and encourage optimal health.

www.mcol.comMCOL is a leading publisher of

health care business information, offering online member-ships, newsletters, webinars, training software, resource books, directories, web content, and much more to health care business professionals since 1995.

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www.medicaltraveltoday.comMedical Travel Today is the FREE newsletter of the medical tourism industry. Written and edited by experts in interna-tional healthcare, Medical Travel Today keeps its readers abreast of trends, deals, new business, competition, medical advances, legal issues, and the advancement of care for the rapidly growing ranks of medical travelers. This newsletter publishes twice monthly.

www.myhealthguide.comMyHealthGuide Newsletter is published weekly for subscrib-ers in the self-funded community including TPAs, stop loss carriers and MGUs, PPOs, PBMs, LC/DM firms, legal and leg-islative parties and more. Article categories include: General & Company News; People News; Market Trends, Studies, Books & Opinions; Legal, Legislative & Regulatory News; Medical News and Upcoming Conferences. Subscribe free at www.MyHealthGuide.com

www.naabc.comThe The National Association of Alternative Benefits Consultants, Inc. (NAABC), is a professional “non-commer-cial” trade organization that was developed to represent insurance producers and brokers across the United States who market Health Savings Accounts, Health Reimbursement Arrangements and other Consumer Driven Health Plans to individuals and employers/groups. Our goal is to provide for-mal support and education to those agents who are, or wish to become active in the consumer driven health plan and self-funding markets.

www.nahu.orgThe National Association of Health Underwriters represents more than 100,000 licensed health insurance agents, brokers,

general agents, consultants and benefit professionals through more than 200 chapters across America. NAHU members service the health insurance needs of large and small employ-ers as well as people seeking individual health insurance coverage. Every day, NAHU members work to obtain insur-ance for clients who are struggling to balance their desire to purchase high-quality and comprehensive health coverage with the reality of rapidly escalating medical care costs. As such, one of NAHU’s primary goals is to do everything we can to promote access to affordable health insurance coverage.

www.onsiteclinics.orgThe FORUM is dedicated to the collection and dissemination of news and ideas relating to employer sponsored workplace health installations and OnSite Clinics.

www.pharmout.com Pharmacy Outcomes Specialists is the premier con-sulting firm serving the pharmacy benefits industry, offering corporate clients, unions, government agen-

cies and managed care organizations leading edge services. Founded in 1996, Pharmacy Outcomes Specialists is one of the most experienced consulting firms performing hundreds of pharmacy benefit audits and reviewing the accuracy of millions of pharmacy claims. For all Plan Sponsors wanting detailed discussions on topical issues and market competitive information in the pharmacy benefits industry without bias or “advertising”, our annual Pharmacy Benefits Academy, and the newly developed PBA West serve as ideal forums for such discussions and idea sharing. Visit the PBA website to read more about these innovative programs, and about future loca-tions nationwide.

PrivateHealthCareExchanges.com, produced by The Institute for HealthCare Consumerism, is the health and benefit man-agement industry’s definitive resource for solution providers within the private health care exchange and defined contribu-tions marketplaces. This guide is searchable on both regional and national levels and includes the information needed for due diligence in considering new private exchange solution providers.

www.sharewik.comShareWIK is a multi-media health and wellness company that syndicates its content to media outlets worldwide. Additionally, ShareWIK licenses its proprietary educational modules to employers, benefits providers, corporate wellness platforms, and other channels within the healthcare industry.

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www.hin.comThe Healthcare Intelligence Network (HIN) is the premier advisory service for execu-

tives seeking high-quality strategic information on the busi-ness of healthcare. This information hub draws from more than 50 exclusive publications covering five key areas: man-aged care; hospital and health system management; health law and regulation; clinical care and outcomes; and the healthcare industry. HIN’s senior management has years of experience in the business of healthcare providing you with the key strategic information you need.

www.leapfroggroup.orgThe Leapfrog Group is a national nonprofit organization using the collective leverage of large purchasers of health care to initiate breakthrough improvements in the safety, quality, and affordability of health care for Americans. The flagship Leapfrog Hospital Survey allows purchasers to structure their contracts and purchasing to reward the highest performing hospitals. The Leapfrog Group was founded in November 2000 with support from the Business Roundtable and nation-al funders, and is now independently operated with support from its purchaser and other members.

www.usdomesticmedicaltravel.comU.S. Domestic Medical Travel™ is a U.S.-based newsletter focusing on a fast-growth phenomenon in the new era of health reforms: rapid adoption of a domestic medical tourism, employer receptivity to a medical travel benefit and consumer willingness to travel to other parts of the United States to access higher quality care that often meets their budget requirements. This newsletter will publish once monthly, complementing Medical Travel Today, which serves the inter-national market.

www.ubabenefits.comUnited Benefit Advisors® is the nation’s leading indepen-

dent benefits advisory organization with more than 140 Partner Firms in more than 200 locations throughout the U.S., Canada and the U.K. UBA Partners educate nearly 5 million employees and their families to become better health care consumers and lead healthier lives, easing the strain on health care claims and costs. Our Partners saved employers on average 5.2 percent from the initial medical plan renewal offer in 2012, which translates to a staggering $584.1 mil-lion in annual medical plan cost savings.

www.webnetwork.org/WEB‘s mission is to further the development and education of benefits professionals. We are committed to helping define the role of the benefits professional in the 21st century. As changing legislation, technology and market forces reshape the profession, products and delivery systems, WEB will continue developing programs, educational opportunities and services to help its members meet the challenges ahead.

www.wrgh.orgWye River Group on Healthcare (WRGH) and its affiliated Foundation for American Health Care Leadershipsm (FAHCL) are nonpartisan, not for profit entities, which serve as cata-lysts to raise awareness and broaden perspectives to enable constructive healthcare change.


Ron bachman, Chairman, Editorial Advisory Board, The Institute for HealthCare Consumerism

Jody Dietel, Chief Compliance Officer, WageWorks, Inc.

John Young, President, Consumerdriven, LLC, Former Senior Vice President, Consumerism, CIGNA

tony holmes, Partner, Mercer

Jon comola, Founder, Wye River Group and Founder of Foundation for American Healthcare Leadership

Jodie e. braner, RHU, Vice President, Employee Benefits Consulting, Hays Companies of Georgia, and President Elect for GAHU (Georgia Associations of Health Underwriters)

kim Adler, Vice President of National Accounts, Allstate Benefits

Sarah Rosenberg, JD, Membership & Development Director, Convenient Care Association

bart Sheeler, CEO, GoFirst: Solutions

Margaret Rehayem, Senior Director of Strategic Initiatives and Communications, Midwest Business Group on Health

craig Foster, President – Atlanta Chapter, Worldwide Employer Benefits (WEB Atlanta) and National Channels Director, Castlight Health

Donna D. hill, FLMI, Sales Executive and Compliance Director, E2E Benefit Services Inc.

Jamie benton, Director of Total Rewards, RaceTrac Petroleum

John hickman, Partner, Alston + Bird LLP

Susan hayes, Principal, Pharmacy Outcomes Specialists

Laura carabello, Chief Creative Officer, CPR Strategic Marketing Communications; Publisher and Editor of Medical Travel Today

kevin w. Smith, CLU, RHU, Founder, KSA Insurance Agency

Jack curtis, President, CHN Health Management, LLC

Roy Ramthun, Founder, HSA Consulting Services, LLC and “Mr. HSA”; Former Senior Health Policy Advisor to President George W. Bush

Doug Field, CEO, The Institute for HealthCare Consumerism

Lisa evans, Director of Healthcare, Southwire Company

Donald weber, Managing Director, PriceWaterhouseCoopers, Human Resourses Services Group

todd berkley, President, HSA Consulting Services, LLC

tony Roehl, Morris, Manning & Martin, LLP

Scott harward, President, Pilot HSA

Sanders Mcconnell, Sales Director,TSYS Healthcare

Amy Otto, Senior Employee Benefits Consultant, Brown & Brown

elena e Merino, President & CEO, The Meridian Group

SPeciAL thAnkS tO OUR MODeRAtORS

thank you for attending our 2014 ihc FORUM & exPO conference. we hope you found it to be stimulating, inspiring and exciting! to help us serve you better, please fill out our evaluation forms and leave them in the box at the registration table. we are eager to hear your feedback so we can continue to provide events that meet the ever-changing needs of our industry. Please reach out to event Manager karen Raudabaugh at 404.671.9551 ext. 108, or email her at [email protected] with any further questions or comments.

SPeciAL thAnkS tOOUR hARD wORkinG StAFFbrent Macy, Managing Director

karen Raudabaugh, Events Manager

Rogers beasley, Director Of Conference Sponsorship/

Corporate Membership

ted Arvan, Account Executive

Joni Lipson, Director Partnerships & Alliance

Jonathan Field, Managing Editor

Heather Loveridge, Senior Editor

tim hemendinger, Associate Web Administrator

Dusty Rhodes, Director Of Education

Lana Perry, Marketing Communications Manager

kellie Frissell, Art Director

kevin carnegie, Lead Web Developer

tom becher, Web Developer

Marie ellis, Customer Service

Diana bickel, Customer Service

Patrick washington, Graphic Designer

Plexus telemarketing Group


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