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Best Conference Value for 2014 23rd Annual National Health Benefits Conference & Expo (HBCE) “The Biggest Challenge Remains: Addressing the Most Intractable Cost Problem Facing American Employers, Employees and All Governments” Sheraton Sand Key Resort • Clearwater Beach, FL • January 28 - 29, 2014 T he biggest challenge for American employers continues to be finding sustainable strategies to provide health benefits for their employees. This intractable American challenge has been with us for a long time… and becomes more exacerbated as economic globalization inexorably goes forward. To address this challenge, the Conference will provide you with: • cutting-edge employer case studies • advanced health cost control strategies • interaction with the best of your peers • national thought leaders with foresight. SAMPLE OF MAJOR TOPICS: • Experienced and Accomplished Wellness and Health Promotion Professionals - ROI and Beyond Onsite Clinics: Models and Methods Public and Private Exchanges Ethics and Ethical Dilemmas in Health Care Claims Management Transforming Absence & Disability Programs into a Productivity Win Depression in the Workplace - Successful Strategies for Employers and Employees Health Care CHARGE Info - FAIR Health Involve Union Workforces in the Changes Social Marketing for Risk Reduction and Health Promotion DEE EDINGTON, PhD, Founder, University of Michigan’s Health Management Research Center. Forthcoming Book: “Beyond Zero Trends” QuadMed established in 1990 as an Onsite Clinic for Quad/Graphics... 2nd Largest Print & Multimedia Provider in the World University of Iowa’s liveWELL - Creating a Culture that Supports Health: Key Strategies First “Walking Wellness” School Curriculum, Robert Sweetgall, walked seven (7) times across USA - 19 books South Shore Hospital - Transforming Absence & Disability Programs into a Productivity Win + NBGH Survey Results City of Houston - 21,000 ees - Dramatic Changes in Employee Health and Wellness. 90% + Participation We Energies Moving a Unionized Workforce from a traditional PPO to a CDHP: A 10 Year Story Anoka County’s Onsite Health Clinic - Built at No Cost to County, Initial Results and Future Plans ETHICS AND ETHICAL DILEMMAS in Health Care Claims Management Health Care CHARGE Information - Robin Gelburd, President, FAIR Health, Inc.- Transparent, Current and Reliable Public and Private EXCHANGES Examined, plus how Eastman Chemical used one for their retirees L.L. BEAN, Pilot Programs Help Direct Wellness & Disease Management, Koop Award Winner SPRINT CORPORATION: Depression in the Workplace Successful Strategies for Employers and Employees Palm Beach County Schools - 21,000 ees, $200M, over 200 locations: partner with unions, no 2014 increase Centers for Disease Control (CDC) - Your Guide to Total Worker Health, L. Casey Chosewood, MD STATE EXCHANGES: A State Operated Exchange and Florida’s Federal - Run Exchange: Status and Lessons Learned University of Alabama - WellBAMA, Case Study plus Applied Research Lessons, Dr. Rebecca Kelly and Dr. Melondie Carter Social Marketing for Risk Reduction and Health Promotion, Dr. Bonnie Salazar, Hillsborough County S.O. Crowley Maritime Corporation - Breaking the Boundaries of Well-Being: 20 Essentials for Multi-Dimensional Wellness Accountable Care Organizations (ACOs) and Patient-Centered Medical Home (PCMH) - Attemps to Change the System
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Page 1: 23rd Annual National Health Benefits Conference & Expo …inspiredperspectivesllc.com/wp-content/uploads/2013/10/2014prog.pdf · Case Study plus Applied Research Lessons, ... •

BestConference Value for 2014

23rd Annual National

Health Benefits Conference & Expo (HBCE)“The Biggest Challenge Remains: Addressing the Most Intractable

Cost Problem Facing American Employers, Employees and All Governments”

Sheraton Sand Key Resort • Clearwater Beach, FL • January 28 - 29, 2014

T he biggest challenge for American

employers continues to be finding sustainable strategies to provide health benefits for their employees. This intractable American challenge has been with us for a long time… and becomes more exacerbated as economic globalization inexorably goes forward. To address this challenge, the Conference will provide you with:

• cutting-edge employer case studies• advanced health cost control strategies• interaction with the best of your peers• national thought leaders with foresight.

SAMPLE OF MAJOR TOPICS:• Experienced and Accomplished

Wellness and Health Promotion Professionals - ROI and Beyond

• Onsite Clinics: Models and Methods

• Public and Private Exchanges

• Ethics and Ethical Dilemmas in Health Care Claims Management

• Transforming Absence & Disability Programs into a Productivity Win

• Depression in the Workplace - Successful Strategies for Employers and Employees

• Health Care CHARGE Info - FAIR Health

• Involve Union Workforces in the Changes

• Social Marketing for Risk Reduction and Health Promotion

DEE EDINGTON, PhD, Founder, University of Michigan’s Health Management Research Center. Forthcoming Book: “Beyond Zero Trends”

QuadMed established in 1990 as an Onsite Clinic for Quad/Graphics... 2nd Largest Print & Multimedia Provider in the World

University of Iowa’s liveWELL - Creating a Culture that Supports Health: Key Strategies

First “Walking Wellness” School Curriculum, Robert Sweetgall, walked seven (7) times across USA - 19 books

South Shore Hospital - Transforming Absence & Disability Programs into a Productivity Win + NBGH Survey Results

City of Houston - 21,000 ees - Dramatic Changes in Employee Health and Wellness. 90% + Participation

We Energies Moving a Unionized Workforce from a traditional PPO to a CDHP: A 10 Year Story

Anoka County’s Onsite Health Clinic - Built at No Cost to County, Initial Results and Future Plans

ETHICS AND ETHICAL DILEMMAS in Health Care Claims Management

Health Care CHARGE Information - Robin Gelburd, President, FAIR Health, Inc.- Transparent, Current and Reliable

Public and Private EXCHANGES Examined, plus how Eastman Chemical used one for their retirees

L.L. BEAN, Pilot Programs Help Direct Wellness & Disease Management, Koop Award Winner

SPRINT CORPORATION:Depression in the Workplace Successful Strategies for Employers and Employees

Palm Beach County Schools - 21,000 ees, $200M, over 200 locations: partner with unions, no 2014 increase

Centers for Disease Control (CDC) - Your Guide to Total Worker Health, L. Casey Chosewood, MD

STATE EXCHANGES: A State Operated Exchange and Florida’s Federal - Run Exchange: Status and Lessons Learned

University of Alabama - WellBAMA, Case Study plus Applied Research Lessons, Dr. Rebecca Kelly and Dr. Melondie Carter

Social Marketing for Risk Reduction and Health Promotion, Dr. Bonnie Salazar, Hillsborough County S.O.

Crowley Maritime Corporation - Breaking the Boundaries of Well-Being: 20 Essentials for Multi-Dimensional Wellness

Accountable Care Organizations (ACOs) and Patient-Centered Medical Home (PCMH) - Attemps to Change the System

creo
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WHO SHOULD ATTEND… PRIVATE EMPLOYERS, PUBLIC EMPLOYERS, Health Care, Wellness and Disease Management Providers, Health Plans, TPAs, Consultants.... “Stakeholders.”

• Conference Advisory Group • • Platinum Sponsor and Media Partner •

CONTINUING EDUCATION CREDITS/CONTACT HOURS FOR:SHRM (Society for Human Resource Management) – Application made for 10.5 recertification credit hourstoward PHR, SPHR and GPHR recertification through the Human Resource Recertification Institute (HRCI). Approved in past. CHES continuing education contact hours are being requested. Eleven (11) category 1 CECH approved previously.ALL ATTENDEES: A certificate of attendance provided upon request to be applied to various professional requirements.

• Execs: HR / Benefits / Risk• Human Resource Managers• VP/Director-Risk Management• Insurance Executives• Benefits Consultants• Behavioral Health Care Execs• Case Managers & Clinicians

• Vice President, Human Resources• Wellness Program Directors• Disease Management Execs• Nurses: Occup. Health / Leaders• Health Plan Administrators• Disability/Rehab Managers• Benefits Directors

• Vice President, Benefits• On-Site Clinic Executives• Chief Financial Officers• Workers’ Comp Directors• Third Party Administrators• Medical Directors/Physicians• Hospital/Health System Execs

• Risk Benefit Managers• Health Promotion Directors• Health and Productivity Management• Utilization Management Execs• Insurance Consultants/Brokers• Pharmaceutical Executives• Managed Care Suppliers

Conference Agenda • January 28–29, 2014

BenefitsLink daily e-newsletters provide benefits professionals with the latest developments and analysis in plan compliance, administration, policy and design – we scour the web to deliver the very best articles that keep you on top of this ever-changing field.

Our website includes message boards, industry news and an extensive calendar of conferences and webcasts. EmployeeBenefitsJobs.com is consistently listed in the top 100 job boards on the web – employers reach our niche audience of the best-informed benefits professionals with job openings and career opportunities.

Phil Belcher is a Health and Welfare Plans Manager at Eastman Chemical. Phil has worked at Eastman for over 20 years and is responsible for the design, implementation and on-going vendor management of Eastmanʼs health and welfare programs. Phil is a graduate of the University of Tennessee where he received a BS degree in Engineering.

9:00 a.m. BEYOND ZERO TRENDSDr. Edington’s last book: “Zero Trends: Health as a Serious Economic Strategy” was ground-breaking and widely acclaimed. He is currently at work on “Beyond Zero Trends.” His presentation will be a pre-publication look at the major themes and many of the new con-cepts to be explored in his upcoming book.

He will focus on all five of the pillars as described in Zero Trends, but with a new vision:• Wellness is at a point where it is time to adjust our approach to incorporate

organizational health and adopt a four-S strategy: Strategic, Systematic, Systemic and Sustainable.

• We need to adjust our outcome measures from a near singular focus on health care costs and some productivity measures and move to a higher-level which includes more performance, engagement, well-being and socio-emotional measures.

• It is time to decrease the singular focus on behavior change and consider organizational change and the development of Self-Leaders as these two new concepts impact the workplace and workforce.

• We need to gain employee trust by giving them equal focus on financial outcomes comparable to the over-reliance on ROI which is clearly an employer metric of interest: Shared-Values, Shared-Results.

• In summary, we need to recognize that wellness as currently practiced is absolutely necessary but not sufficient to move a population to a healthy and high performing workplace and workforce.

Dee W. Edington, PhD, Founder of the University of Michigan’s Health Manage-ment Research Center. President, Edington Associates

9:50 a.m.

a. MOTIVATION TO MOVE…FIVE GREAT ACTIVITIES FOR REDUCING WEIGHT, STRESS, DIABETES, & HEART DISEASE RISK

Discover some of the best sustainable and effective phys-ical activities for firming up; improving aerobic endurance and minimizing fatigue; increasing mental alertness & creativity while reducing stress and your weight (body fat). All activities/exercises will be fully demonstrated to enable participants to immediately implement them personally or in a worksite wellness program.

Robert Sweetgall, President, Creative Walking, Inc. has...walked 7 times across America• Walked 11,208 miles through all 50 states in one year (unprecedented)• Authored and co-authored 17 books on walk-ing, wellness and active living• Helped over 5,000 schools, corporations,

hospitals and communities to implement Wellness programs of all types.In his former life, Robert Sweetgall was a... high school valedictorian; over-weight Brooklyn boy nicknamed “Butterball”; varsity “athlete” on the math and bowling teams; junk-food fanatic; chemical engineering graduate (Cooper Union); DuPont Chemical Engineer; marathoner, ultra marathoner and triathlete.

Robert Sweetgall has appeared on / in:

• NBC Today Show

• CBS Morning News

• Regis and Kathie Lee Live

• National Public Radio

• USA Today

• The Wall Street Journal

• People Magazine

7:00 a.m. Fun Beach Walk & ClinicJoin Robert Sweetgall and learn the most advanced Nordic walking techniques to increase your calorie burn 40% over plain vanilla walking while toning/flattening your stomach and taking pressure off your knees, hips and feet.8:00 a.m. Registration and Continental Breakfast8:50 a.m. Welcome and Introductions - Gene Piatek

Robert Sweetgall

His current Sports, Hobbies & Interests:

• Cross-country skiing & snow shoeing

• Hiking, trekking, rowing, golfing, in-line & ice skating

• Humor & stand-up comedy

• Rock-hunting, rock landscaping

Office Depot, Inc. - Frank LaPlacaMultnomah Co. (OR) - Mindy HarrisStanley-Black & Decker – Ray BruscaSarasota County – Steven MarcinkoIAP World Services, Inc. – Mark A. GowCity of Milwaukee – Michael BradyL. L. Bean, Inc. – Susan TuftsMiami/Dade Co. School Bd. – Scott ClarkFirst Energy Corp.– Timothy L. Newman, M.D. Gerdau Ameristeel, Andrew E. Loyst, CEBS, FLMIUniv. of Iowa – Joan M. Troester, MBA, CHESBeall’s, Inc. – Stephen M. Knopik, CEOPalm Beach County – Nancy L. BoltonGulf Power/Southern Co. – Deborah NapierDuval Co. School Bd. – David FordSan Mateo County – Peter BassettWest Coast Business/Health Coalition (prior) andHealth Benefits Conference & Expo (HBCE) – Gene Piatek

Dee Edington, PhD

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b. PUBLIC AND PRIVATE EXCHANGES EXAMINED

The Affordable Care Act has reshaped the individual market for health insurance, offering employers additional options when providing health benefits to their employee and retiree populations. Both

public and private health insurance exchanges have responded to new market conditions by offering solutions that increase choice for employees and reduce administrative burden for employers. Both types of exchanges will be examined during this session, with an emphasis on how employers can leverage public exchanges to their own and their employees’ benefit. Participants in this session will learn how public exchanges can be a viable health insurance delivery option for all employee populations.

John Barkett is a health care reform policy expert. Before joining Extend Health as Director of Health Policy Affairs, John spent 2.5 years in Washington, D.C., where he contributed to the writing, passage, and implementation of the Patient Protection and Affordable Care Act. After the bill’s passage, John joined the staff of the Office of Health Reform in the Department of Health and Human Services, where he helped guide the implementation of those sections of the ACA related to delivery system reform, including the Center for Medicare and Medication Innovation, CMS’s suite of Accountable Care Organization programs, a patient safety initiative known as the Partnership for Patients, and quality measurement efforts in both Medicare and state health insurance exchanges.

Co-Presenter: Phil Belcher, Health and Welfare Plans Manager, Eastman Chemical will describe how his organization used a private exchange to reduce their costs while offering retirees more choice and equal or better benefits. He will also discuss Eastman’s plans to utilize an exchange solution for other employee populations.

c. CREATING A PEOPLE-CENTERED CULTURE: YOUR GUIDE TO TOTAL WORKER HEALTH

Today’s employers and organizations face many challenges – including the important task of safeguarding the health of their workers as challenges like an aging workforce, a slowing global economy and epidemic levels of workplace stress, obesity and chronic disease. To address these threats

and improved the health of workers, the National Institute of Occupational Safety and Health in the United States has developed a strategy called Total Worker HealthTM. This research-to-practice effort integrates the principles of traditional occupational health and worker protection programs with proven, innovative health promotion and well-being interventions to prevent worker injury and illness and to advance the overall health and well-being of workers.

This presentation will examine specific risks and opportunities for healthier work and describes the essential elements of successful workplace health and well-being programs that can create a people-centered culture. It examines powerful policy and built environment levers, real-life examples of integrated worker protection and health promotion programs, and case studies that highlight best practices for engaging and sustaining an optimal, healthy workplace.

L. Casey Chosewood, M.D.Senior Medical Officer for Total Worker HealthTMNational Institute for Occupational Safety and HealthCenters for Disease Control and Prevention (CDC)

d. FAIR Health: How the Nation’s Largest Independent Database of Medical and Dental Claims Data is Transform-ing the Healthcare Industry

As the healthcare industry continues to evolve, businesses need access to robust, neutral data to support decisions related to medical and dental utilization, network and benefit design, provider fee schedules, access to care, and member

retention. Innovative uses of healthcare data can also promote unique views of emerging needs and trends that have critical strategic and operational

Conference Agenda • January 28–29, 2014

10:40 a.m. Refreshments and Networking

11:10 a.m. Concurrent Sessions

L. Casey Chosewood, M.D.

Robin Gelburd

Phil Belcher is a Health and Welfare Plans Manager at Eastman Chemical. Phil has worked at Eastman for over 20 years and is responsible for the design, implementation and on-going vendor management of Eastmanʼs health and welfare programs. Phil is a graduate of the University of Tennessee where he received a BS degree in Engineering.

John Barkett Director of Health Policy Affairs Before joining Extend Health, John Barkett spent two and a half years in Washington, D.C., where he contributed to the writing, passage, and implementation of the Patient Protection and Affordable Care Act, commonly referred to as ACA, the most significant piece of legislation to reform our nationʼs health system since Medicare was passed in 1965.

John joined the health subcommittee staff of the Ways and Means Committee in the House of Representatives as a David A. Winston Health Policy Fellow in 2009. As a staff member, John

drafted and negotiated the final details of legislation aimed at reducing fraud in the Medicare program, while providing analysis to his colleagues drafting those portions of the legislation that would reform the private health insurance markets.

After the billʼs passage, John joined the staff of the Office of Health Reform in the Department of Health and Human Services, where he helped guide the implementation of those sections of the Affordable Care Act related to delivery system reform, including the Center for Medicare and Medication Innovation, CMSʼs suite of Accountable Care Organization programs, a patient safety initiative known as the Partnership for Patients, and quality measurement efforts in both Medicare and state health insurance exchanges.

Previously, John worked for athenahealth, Inc., a revenue-cycle management and electronic medical record company in Watertown, MA, and Medica HealthCare Plans, Inc., a Medicare Advantage plan in Coral Gables, FL.

He earned an MBA in health care management from the Wharton School of the University of Pennsylvania, where he won the Robert D. Eilers Award for health care innovation and service to the community. He graduated cum laude from Harvard College, with a bachelorʼs degree in economics and a secondary field in health care policy.

Contact John Barkett

Director of Health Policy Affairs Exchange Solutions, Towers Watson

Office: 650-288-4801 Email: [email protected]

John Barkett Phil Belcher

implications. Employees likewise need access to rich, geographically relevant healthcare claims data in order to become smart users of medical and dental benefits. As employees are asked to take more and more responsibility for their healthcare spending, they often lack the tools to make informed decisions. TPAs, unions, employers, benefits consultants and plan sponsors can take ad-vantage of data and web-based services to promote consumer education and cost transparency in furtherance of sound patient decision-making. Learn how FAIR Health’s data repository of billions of claims from across the nation are enabling all stakeholders to benefit in this changing healthcare marketplace.

Robin Gelburd, President FAIR Health, Inc.Sponsored by: International Foundation of Employee Benefits Plans (IFEBP) This session repeated at 2:30 p.m.

e. CITY OF HOUSTON’S DRAMATIC CHANGE FOR IMPROVING EMPLOYEE HEALTH & WELLNESS

The City of Houston’s “Discover Health with the Wellness Connection” team

will discuss its innovative approaches for planning, implementing and evaluating a comprehensive, evidence-based, results-driven and nationally recognized worksite wellness program. Presenters will describe key tools for creating a culture of wellness among its population of over 21,000 employees. This program’s current achievements include a 90% completion rate for its 2012 annual Health Assessment campaign and a 92% completion rate for the Wellness Engagement phase whereby employees selected from options such as Telephonic Coaching, Preventive Care, and Health Improvement Seminars. The next wellness program tagged “Improve!” will build on this current platform by incentivizing employees’ engagement in healthy lifestyle behaviors in the 2013-14 benefits year with a premium discount and wellness points. Worksite wellness practitioners interested in understanding effective strategies for developing collaborative partnerships, engaging employees, capturing management support and administrative leadership in their organization should attend this session.

Dr. Nicole Hare-Everline, CHES, Employee Wellness and EAP DirectorEbun Odeneye, MPH, Senior Health EducatorCerteria Johnson, CWWS, Senior Health Educator, City of Houston

f. WORKSITE WELLNESS & ONSITE PRIMARY CARE: NATURAL PARTNERS in CREATING a HEALTHY WORKFORCE

QuadMed is a nationally recognized innovator in offering on-site primary care clinics and healthcare management solutions proven to increase quality and decrease costs. QuadMed’s 20-

year track record of success is rooted in integrating prevention-focused prima-ry care with leading-edge information management data. Created in 1990 as a subsidiary of global provider of print and related multichannel solutions Quad/Graphics, QuadMed now serves a wide variety of Fortune 1000 companies.

David Severance, MD, Chief Medical OfficerQuadMed g. ETHICS AND ETHICAL DILEMMAS IN HEALTH CARE CLAIMS MANAGEMENT

Objective: To highlight the value of ethics to enhance customer care, work-place relationships, productivity, and profitability.

Presenter: Ethics speaker, Peter Crosa is a philosophizing private detective who developed an interest in human behavior as he investigated claims fraud and misconduct throughout the United States and Latin America.

He writes and speaks to corporate clients and professional associations on the value of ethics to enhance workplace relationships, productivity, and profitability.

This session repeated at 4:10 p.m.

Ebun OdeneyeDr. Nicole Hare-Everline, Certeria Johnson

John Barkett Director of Health Policy Affairs Before joining Extend Health, John Barkett spent two and a half years in Washington, D.C., where he contributed to the writing, passage, and implementation of the Patient Protection and Affordable Care Act, commonly referred to as ACA, the most significant piece of legislation to reform our nationʼs health system since Medicare was passed in 1965.

John joined the health subcommittee staff of the Ways and Means Committee in the House of Representatives as a David A. Winston Health Policy Fellow in 2009. As a staff member, John

drafted and negotiated the final details of legislation aimed at reducing fraud in the Medicare program, while providing analysis to his colleagues drafting those portions of the legislation that would reform the private health insurance markets.

After the billʼs passage, John joined the staff of the Office of Health Reform in the Department of Health and Human Services, where he helped guide the implementation of those sections of the Affordable Care Act related to delivery system reform, including the Center for Medicare and Medication Innovation, CMSʼs suite of Accountable Care Organization programs, a patient safety initiative known as the Partnership for Patients, and quality measurement efforts in both Medicare and state health insurance exchanges.

Previously, John worked for athenahealth, Inc., a revenue-cycle management and electronic medical record company in Watertown, MA, and Medica HealthCare Plans, Inc., a Medicare Advantage plan in Coral Gables, FL.

He earned an MBA in health care management from the Wharton School of the University of Pennsylvania, where he won the Robert D. Eilers Award for health care innovation and service to the community. He graduated cum laude from Harvard College, with a bachelorʼs degree in economics and a secondary field in health care policy.

Contact John Barkett

Director of Health Policy Affairs Exchange Solutions, Towers Watson

Office: 650-288-4801 Email: [email protected]

Phil Belcher is a Health and Welfare Plans Manager at Eastman Chemical. Phil has worked at Eastman for over 20 years and is responsible for the design, implementation and on-going vendor management of Eastmanʼs health and welfare programs. Phil is a graduate of the University of Tennessee where he received a BS degree in Engineering.

Noon - Lunch

1:30 p.m. Concurrent Sessions

David Severence, M.D.

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Conference Agenda • January 28–29, 20142:30 p.m. Concurrent Sessions

h. WHAT’S NEXT AT L.L. BEAN? HOW PILOT PROGRAMS ARE HELPING DIRECT OUR WELLNESS EFFORTS

Identifying health risks within your organization is a critical first step in determining which areas to focus your Wellness efforts. Unfortunately, most companies have more risks to address than they have resources to address them!

At L.L.Bean, we’ve found that pilot programs can provide us with the ability to assess whether or not a program will be successful without investing the significant resources required to roll out a companywide initiative.

During this presentation I will highlight several pilot programs that we have implemented at L.L.Bean, focusing on obesity, an aging workforce and a sedentary population. Some have worked well and others not so well, but we have learned from all of them and they have helped us move our efforts forward.

Susan Tufts, Degrees in Nursing, Athletic Training and Exercise Physiology/Cardia RehabWellness ManagerL.L.Bean, Inc.

i. WellBAMA: THE UNIVERSITY OF ALABAMA’S INNOVATIVE FACULTY AND STAFF WELLNESS PROGRAM

Universities, like many organizations, are searching for innovative strategies to control rising health care costs and chronic health conditions, while also providing health

improvement and wellness programs to engage their faculty, staff, and family members. Furthermore, Universities are taking a more active approach in understanding and monitoring employees’ modifiable health risk factors, chronic conditions, and related costs by studying the effectiveness of various interventions. Join Health and wellness leaders from the University of Alabama as they share their practical and innovative approaches to wellness programs and their emerging research. Participants will also benefit from insight on related to health management strategies, key factors of engagement, leadership support, communication, recognition, culture and environmental changes.

Rebecca K. Kelly, PhD, RD, CDE, Director, Health Promotion and Wellness

Melondie Carter, DSN, RN, Assistant Director, Health Promotion and Wellness and Associate Professor, Capstone College of Nursing, The University of Alabama

j. FAIR Health: How the Nation’s Largest Independent Database of Medical and Dental Claims Data is Transforming the Healthcare Industry

As the healthcare industry continues to evolve, businesses need access to robust, neutral data to support decisions related to medical and dental utiliza-tion, network and benefit design, provider fee schedules, access to care, and member retention. Innovative uses of healthcare data can also promote unique views of emerging needs and trends that have critical strategic and operational implications. Employees likewise need access to rich, geographically relevant healthcare claims data in order to become smart users of medical and dental benefits. As employees are asked to take more and more responsibility for their healthcare spending, they often lack the tools to make informed decisions. TPAs, unions, employers, benefits consultants and plan sponsors can take advantage of data and web-based services to promote consumer education and cost trans-parency in furtherance of sound patient decision-making. Learn how FAIR Health’s data repository of billions of claims from across the nation are enabling all stakeholders to benefit in this changing healthcare marketplace.

Robin Gelburd, PresidentFAIR Health, Inc.Sponsored by: International Foundation of Employee Benefits Plans (IFEBP)

3:30 p.m. Refreshments and Networking

4:10 p.m. Concurrent Sessions

k. THE 6 HEALTHIEST THINGS EDUCATORS CAN DO FOR THEMSELVES AND THEIR STUDENTS

Despite the efforts of No Child Left Behind, it appears that American test scores, student health trends and teacher stress and happiness are not going in the right direction. And while some countries in the world seem to get it with respect to brain-based learning and physical activity, many American

schools keep teaching to the test while putting wellness on the backburner. To reverse these trends in your k-12 to College environment, start considering SIX SIMPLE LOW-COST / NO-COST projects, programs and curricula interventions that will energize everyone on campus while winning you greater administrative support. All programs and projects will be supported with living examples of pilot projects.

Robert Sweetgall, President Creative Walking, Inc

l. CREATING A CULTURE THAT SUPPORTS HEALTH AND WELL-BEING: KEY STRATEGIES FOR SUCCESS

A supportive environment is foundational to the success of health management programs within employer based settings. As part of a comprehensive health management initiative, creating and sustaining a healthy culture is multi-faceted, occurs across all levels of the organization, and utilizes a number of different strategies.

This presentation will focus on key strategies for creating a supportive culture and provide a real-world example using the University of Iowa liveWELL initiative as a case study.

Specific strategies will include:

• Leadership engagement and support from all levels within the organization,

• Leveraging of key stakeholders,

• Identifying champions and social connections at the local level,

• An emphasis on environmental supports and,

• A focus on outcomes.

Joan M. Troester, MBA, CEBS, SPHR Director, Human Resource Services Health and Productivity University of Iowa

m. ETHICS AND ETHICAL DILEMMAS IN HEALTH CARE CLAIMS MANAGEMENT

Objective: To highlight the value of ethics to enhance customer care, workplace relationships, productivity, and profitability.

Presenter: Ethics speaker, Peter Crosa is a philosophizing private detective who developed an interest in human behavior

as he investigated claims fraud and misconduct throughout the United States and Latin America.

He writes and speaks to corporate clients and professional associations on the value of ethics to enhance workplace relationships, productivity, and profit-ability.

5:00 p.m. Reception and Networking

6:08 p.m. Sunset

Susan Tufts

Robert Sweetgall

Joan M. Troester

Peter Crosa

Rebecca K. Kelly Melondie Carter

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Conference Agenda • January 28–29, 2014

Dianne Howard, ARM

Bonnie P. Salazar

Bob Wheeler Jackie Reinberg

DAY TWO - Wednesday, January 29, 2014

6:45 a.m. Beach Walk with Lisa & Kendra, (previous speakers and big fans of our beach) Unified Government of Athens-Clarke County

7:45 a.m. Continental Breakfast

8:30 a.m. Concurrent Sessions

n. WEAVING WELLNESS AND AWARENESS INTO YOUR CULTURE AND GETTING HEALTH AND FINANCIAL RESULTS.

The School District of Palm Beach County has 21,000 employees and spends close to $200 million a year on their medical plan. They had the same challenges as everyone else: Rising healthcare costs with no end in sight. With over 200 work locations and only one wellness position, how were they going

to get a program started, much less one that worked? This session will take on their journey and show you how they started and how they progressed. You’ll learn how they were able to bargain changes with their unions and actually form a partnership. You’ll find out how they went from less than 1% participation to more than 85% in 5 years.

This session will also share how they dealt with the noise of various employee groups as the program started and how they designed their medical plans to increase employee awareness about the costs of medical care. Learn how they were successful keeping Board members and unions happy. This session will also share how they were able to hold costs steady with no medical premium increase for 2014 and what they are starting in 2015!

Dianne Howard, ARMDirector of Risk and Benefits ManagementPalm Beach County School District

o. SPRINT CORP. – DEPRESSION IN THE WORKPLACE: WHY IT MATTERS AND WHAT YOU CAN DO ABOUT IT - CASE STUDY RESULTS

Depression medications consistently rank in the top 5 for most employers when drilldowns are conducted on pharmaceutical costs. This

session will examine specific best practices for getting employees to seek treatment proactively and in a more cost-effective way. Impact on employee assistance programs (EAP) and increasing utilization of EAPs will be examined.

Despite the prevalence, only one-third of individuals with diagnosable mental health conditions seek care. Employers can play a powerful role in increasing awareness and encouraging employees to get help when they need it. This session will review the literature associated with the connection between mental health and the bottom line; employer strategies that make a difference; and measurable results from programs. Learn why mental health matters and what you can do about it in your company. Objectives:

1. Learn why mental health matters to the workplace, including the impact on performance and productivity.

2. Understand specific strategies employers are using to improve mental health at their companies, from awareness programs to strategies to improve disability and return to work.

3. Become aware of free programs that you can implement at your company to improve mental health.

4. Learn about measurable results from programs and ways you can measure your mental health strategies.

Stacey Nelson, SPHR, Manager Health and Welfare Sprint

Clare Miller, Director, Partnership for Workplace Mental Health, American Psychiatric Foundation

Stacey Nelson Claire Miller

9:30 am. Concurrent Sessions

p. TRANSFORMING PAID TIME AWAY FROM WORK and DISABILITY PROGRAMS into a PRODUCTIVITY WIN

Traditional time away from work programs are being evaluated across all industries in a world where business, economic and legislative pres-sures abound. The spend for these programs

exceed all benefit programs including healthcare. The attraction of talent, par-ticularly for the new generation workforce is laser focused on time off benefits as part of their total rewards package and also impacts long term employee engagement and retention.

Learn about a healthcare system’s journey to create a compelling business case and transition roadmap in implementing competitive and cost-efficient contem-porary paid time off and disability designs through a multi- dimensional change management strategy in less than a calendar year with barely a whisper of noise and resulting in improved productivity.

Bob Wheeler, Vice President Human Resources, South Shore Hospital, Massachusetts Jackie Reinberg, Senior Consultant, Towers Watson

q. APPLYING THE MARKETING MINDSET IN THE WORKPLACE: THE USE OF SOCIAL MARKETING STRATEGIES

IN WORKSITE HEALTH PROMOTION

This presentation will explore the components of social marketing and its application to health promotion in the workplace. Social marketing has been used both domestically and internationally since the early 1970s and “refers primarily to

efforts focused on influencing behaviors that will improve health, prevent injuries, protect the environment, and contribute to communities” (Kotler & Lee, 2008). Attendees will be introduced to the marketing mindset that sets social marketing apart from other forms of health education, promotion and advertising. Further, the session will give an overview of ways in which employers can harness the power of social marketing within the workplace to promote employee health and wellness, reduce injury and create an atmosphere of prevention and health awareness.

Bonnie P. Salazar, PhD, CHESHealth & Wellness ManagerRisk Management BureauHillsborough County Sheriff’s Office

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Conference Agenda • January 28–29, 2014

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• How the clinic was funded;

• The process to build the clinic;

• What the results are showing; and

• Future plans for the clinic.

John Sullivan, ARM, AUDirector, Central ServicesAnoka County

u. KENTUCKY’S STATE OPERATED HEALTH INSURANCE EXCHANGE

• Kentucky is one of fourteen states that is operating its own Health Insurance Exchange under the Affordable Care Act (ACA)

• Called Kynect - it is often cited as one of the best in the country• Learn how it was designed, problems encountered and how resolved

Audrey Haynes (invited) Cabinet SecretaryHealth and Family ServicesState of Kentucky

2:10 p.m. Concurrent Sessions

v. FLORIDA’S FEDERAL-RUN HEALTH INSURANCE EXCHANGE

• Status of Florida’s Health Insurance Exchange under the Affordable Care Act (ACA)

• ACA Navigator project through Florida Covering Kids & Families

• The University of South Florida is working with 10 partners (largest in the State)

Avery Rosnick-Slyker, Ph.DProject ManagerFlorida Covering Kids & FamiliesCollege of Public HealthUniversity of South Florida

w. ACCOUNTABLE CARE ORGANIZATIONS (ACOs) AND PATIENT-CENTERED MEDICAL HOME (PCMH)

• Attempting to Re-Design the Health System

• How ACOs and the PCMH concept are potentially inter-related and synergistic

• Changing Incentives to Improve Quality and Efficiency

• The Promise, Performance to-date and Prospects for the future

3:00 p.m. Conference Adjourns

John Sullivan

Katy Keene Amy Cohen

Joe Konrad Cindy Schaefer

r. TRANSITIONING A UNIONIZED WORK-FORCE from a TRADITIONAL PPO to a CONSUMER DRIVEN HEALTH PLAN

Learn about the challenges faced and how we addressed them as we transitioned from a traditional PPO to a CDHP. Recognition by senior leadership that the status quo was

unsustainable resulted in a new strategy that required the involvement of all parties. Everyone needed an understanding that changes were necessary due to rising health care costs as well as the health and wellness of the workforce. To that end we developed and provided a number of wellness initiatives in addition to addressing plan design and employee contribution levels. As changes were introduced they were met with resistance however with time and through shar-ing of information we were successful in introducing significant changes.

Objectives:

1. Describe several of the constraints that prevented the quick movement from a traditional PPO to CDHP.

2. Identify some strategic elements which led to the accomplishment of a sustainable health benefit plan solution.

3. Discuss some of the health promotion efforts which supported the ideation of health is a shared responsibility.

Joe Konrad, Benefits ManagerCindy Schaefer, Manager, Health PromotionWe Energies

s. BREAKING THE BOUNDARIES OF WELL-BEING: 20 ESSENTIALS FOR A MULTI-DIMENSIONAL WELLNESS PROGRAM

How do you motivate a population to make their health a priority and take action steps for sustained engagement? There is no magic point of perfect, but programs with a “human

centered culture”, the right tools and good resources can improve worker health and well-being. Participants of this session will leave with 20 essential elements that will identify key motivators to inspire change that attendees can put into practice. In addition, learn from the practical examples of Crowley’s Live Well program which aims to create a work environment that nurtures all dimensions of Well-being.

Katy Keene, CWPC Manager, Employee Programs Crowley Maritime Corporation

Amy Cohen President Inspired Perspectives, LLC

Noon - Lunch Break - This one on your own

1:15 p.m. Concurrent Sessions

t. HOW ANOKA COUNTY BUILT AN ON-SITE CLINIC WITHOUT COST TO THE BUDGET

We all understand how large employers can gather enough patients to justify building an on-site clinic. Can a small or medium size employer afford to build a clinic and realize savings like the big companies?

The presentation examines how Anoka County built an onsite clinic for its 1,750 employees at no cost to the budget and outlines the clinic operation results. Specifically:

• Why Anoka County decided to build an on-site clinic

Avery Rosnick-Slyker

10:30 a.m. Refreshments and Networking

11:10 a.m. Concurrent Sessions

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January 17-18, 2008 • Tampa, FLVENUE: The Tampa Waterfront Convention Center offers user-friendlyand relaxing space. Use the convenient Tampa International Airport(TPA), consistently rated the #1 U.S. airport.

TAMPA BAY: You want Florida, you want it all, and you only want tounpack once. No problem. You want Tampa Bay. A sample itinerarymight include breakfast at a waterside cafe, Busch Gardens, the FloridaAquarium, and a leisurely stroll by the adjacent Channelside forshopping. What next? World class white sugar sand beaches, sportfishing, jet skiing, parasailing, boating, golf... and, oh yes, the mostsucculent seafood under the sun. Then on to Historic Ybor City and theLatin quarter...and much more.

CONFERENCE HOTEL: (new) Embassy Suites Hotel is exclusively con-nected to the Tampa Waterfront Convention Center via a skyway. Allrooms are suites and the Hotel offers complimentary made-to-order hotbreakfast and Manager’s Reception each day. Ask for the specialConference rate of $189 – single, double or more – and mention the“Health Benefits Conference & Expo.” Reserve early for the Conferencerate. Phone: 813-769-8300. If sold out, call HBCE for an excellent alternative at (941) 484-1430.

EXHIBITORS/SPONSORSHIPS are welcome. Highlight your company’sproducts and services in front of a high-level audience of benefitprofessionals, human resource executives, risk managers,health plansconsultants, healthcare and wellness providers. For information contactGene Piatek or Sheron Dean at (941) 484-1430, FAX (941) 484-1410, e-mail: [email protected], or visit our website at: www.hbce.com

CONFERENCE ATTIRE: Business Casual.

17th Annual National Health Benefits Conference and Expo (HBCE)

Registration Fees EMPLOYER/PLAN SPONSOR COMMERCIAL RATES

First Person $295 $345

Second Person 275 325

Third Person 250 295

Fourth Person FREE FREE

LOCATION • VENUE • REGISTRATION • EXHIBITING • RESERVATIONS

REGISTRATION: Register for the 17th Annual National Health BenefitsConference and Expo in one of four ways:

PHONE (941) 484-1430 FAX (941) 484-1410

MAIL to: Health Benefits Conference & Expo500 The Esplanade, Suite 205, Venice, FL 34285-1533

E-MAIL: [email protected] may be made by check, credit card or purchase order.

FEE: Your registration fee includes access to all of the conference sessions andthe exhibit area, continental breakfasts, lunch, refreshment breaks, receptionand all conference materials. Group discounts are available to registrants fromthe same company.

SAVE YOUR SPACE – BEST CONFERENCE VALUE FOR 2008

Post-Conference Workshops – add $95 (employer/plan sponsor) or $195 (commercial rate) and register me for:

Workshop A: The Nuts and Bolts of Health Care CoachingWorkshop B: Employer/Plan Sponsor ONLY –Consumer-Driven Health (CDH) – Overview and Case Study

Substitution & Cancellation: No penalty if cancel by January 10, 2008, $50 after that date. SUBSTITUTIONS MAY BE MADE AT ANY TIME by calling (941) 484-1430. The conference reserves theright to alter this program without prior notice.

CONFERENCE REGISTRATION FORM

Name: __________________________________________________________________________________________________________________

Title: __________________________________________________________________________________________________________________

Name: __________________________________________________________________________________________________________________

Title: ____________________________________________________________________________________________________________________

Company/Organization: ______________________________________________________________________________________

____________________________________________________________________________________________________________________________

Street: __________________________________________________________________________________________________________________

City: ________________________________________________________State: __________________Zip: ______________________

Telephone: __________________________________________________________________________________________________________

Fax: ______________________________________________________________________________________________________________________

e-mail: ________________________________________________________________________________________________________________

Registration Fee Amount Enclosed $ ______________________________________Please make checks payable to:Health Benefits Conference & Expo

Please invoice/bill my company.

BEST CONFERENCEVALUE FOR 2010

FAX: (941) 484-1410 Phone: (941) 484-1430 CREDIT CARD: By Fax or MailPlease complete the following: CREDIT CARD: MC VISA AMEX

CREDIT CARD____________________________________________________________________________

NO.

Exp. Date __________________Total $ ______________________

____________________________________________________________________________CVV#: 3 #s on back (Except AMEX- 4 #s on front)

____________________________________________________________________________Name on Card

____________________________________________________________________________Signature

Public Sector Employer’s PurchaseOrder #(Please send/fax copy with this form)

“THE BIGGEST CHALLENGE REMAINS: ADDRESSING THE MOST INTRACTABLE COST PROBLEM FACING AMERICAN EMPLOYERS”

TAX DEDUCTIBILITY: Expenses of training, including tuition, lodging and meals, incurred to maintain or improve skills in your profession, may be tax deductible. Consult your tax advisor.

Agenda.r1 11/26/07 4:23 PM Page 7

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LOCATION • VENUE • REGISTRATION • EXHIBITING • RESERVATIONS

23rd Annual National Health Benefits Conference and Expo (HBCE)January 28 -29, 2014 • Clearwater Beach, FLAIR: Use the convenient Tampa International Airport (TPA), or the St. Petersburg/Clearwater Airport (PIE).CONFERENCE HOTEL: Sheraton Sand Key Resort. Best Florida beach location - Clearwater Beach –USA TodayAsk for the special Conference rate of $185 – single or double – and mention the “Health Benefits Conference & Expo.” Reserve early for the Conference rate and a lower government rate(ID required). Phone: 727-595-1611. If sold out, call HBCE for an excellent alternative at (941) 484-1430.EXHIBITORS/SPONSORSHIPS are welcome. Highlight your company’s products and services in front of a high-level audience of benefit professionals, human resource executives, risk managers, health plans, consultants, healthcare, disease management and wellness providers. For information contact Gene Piatek or Sheron Dean at (941) 484-1430, e-mail: [email protected], or visit our website at: www.HBCE.comCONFERENCE ATTIRE: Business Casual.

REGISTRATION: Register for the 23rd Annual National Health Benefits Conference and Expo in one of four ways:

PHONE (941) 484-1430 FAX (941) 484-1410

MAIL to: Health Benefits Conference & Expo 500 The Esplanade, Suite 205 Venice, FL 34285-1533

e-MAIL: [email protected] Payment may be made by check, credit card or purchase order.FEE: Your registration fee includes access to all of the conference sessions and the exhibit area, continental breakfasts, lunch, refreshment breaks, receptions and all conference materials. Group discounts are available to registrants from the same company.Substitution & Cancellation: No penalty if cancel by December 31, 2013, $75 after that date. SUBSTITUTIONS MAY BE MADE AT ANY TIME by calling (941) 484-1430. The conference reserves the right to alter this program without prior notice.

BEST CONFERENCE VALUE FOR 2014

Please Scan and Email this form to:[email protected]

or Fax to: (941) 484-1410or mail form and payment to:

Health Benefits Conference & Expo500 The Esplanade, Suite 205

Venice, FL 34285-1533

REGISTRATION FEES - SAVE YOUR SPACE - BEST CONFERENCE VALUE FOR 2014

Private Employer Gov’t./Educ./Non-Profit

1st Person $325 $350 $395 $285 $295 $325

Second 295 325 375 275 285 295

Third 275 295 350 250 275 285

Fourth FREE FREE

by 01/07 by 01/24 after 01/24 by 01/07 by 01/24 after 01/24

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Featuring Leading Employers and Best Practices from the Decision-Makers at:

January 28 - 29, 2014 • Sheraton Sand Key Resort • Clearwater Beach, FL“The Biggest Challenge Remains: Addressing the Most Intractable Cost Problem Facing American Employers”

Health Benefits Conference & Expo (HBCE)“Health Benefits Continuing Education (HBCE)…Best Value”500 The Esplanade, Suite 205Venice, FL 34285-1533

PLEASE ROUTE/REFER TO APPROPRIATE PERSON:Human Resources, Benefits, Risk Mgmt., Wellness

Send address changes to: [email protected]

Being Held in Warm, Sunny, Beautiful Tampa Bay

23rd Annual National Health Benefits Conference & Expo (HBCE)

John Barkett Director of Health Policy Affairs Before joining Extend Health, John Barkett spent two and a half years in Washington, D.C., where he contributed to the writing, passage, and implementation of the Patient Protection and Affordable Care Act, commonly referred to as ACA, the most significant piece of legislation to reform our nationʼs health system since Medicare was passed in 1965.

John joined the health subcommittee staff of the Ways and Means Committee in the House of Representatives as a David A. Winston Health Policy Fellow in 2009. As a staff member, John

drafted and negotiated the final details of legislation aimed at reducing fraud in the Medicare program, while providing analysis to his colleagues drafting those portions of the legislation that would reform the private health insurance markets.

After the billʼs passage, John joined the staff of the Office of Health Reform in the Department of Health and Human Services, where he helped guide the implementation of those sections of the Affordable Care Act related to delivery system reform, including the Center for Medicare and Medication Innovation, CMSʼs suite of Accountable Care Organization programs, a patient safety initiative known as the Partnership for Patients, and quality measurement efforts in both Medicare and state health insurance exchanges.

Previously, John worked for athenahealth, Inc., a revenue-cycle management and electronic medical record company in Watertown, MA, and Medica HealthCare Plans, Inc., a Medicare Advantage plan in Coral Gables, FL.

He earned an MBA in health care management from the Wharton School of the University of Pennsylvania, where he won the Robert D. Eilers Award for health care innovation and service to the community. He graduated cum laude from Harvard College, with a bachelorʼs degree in economics and a secondary field in health care policy.

Contact John Barkett

Director of Health Policy Affairs Exchange Solutions, Towers Watson

Office: 650-288-4801 Email: [email protected]

SAMPLE OF MAJOR TOPICS:• Experienced and Accomplished

Wellness and Health Promotion Professionals - ROI and Beyond

• Onsite Clinics: Models and Methods

• Public and Private Exchanges

• Ethics and Ethical Dilemmas in Health Care Claims Management

• Transforming Absence & Disability Programs into a Productivity Win

• Depression in the Workplace - Successful Strategies for Employers and Employees

• Health Care CHARGE Info - FAIR Health

• Involve Union Workforces in the Changes

• Social Marketing for Risk Reduction and Health Promotion

Dated Material

PRESORTEDFIRST CLASS

CONFERENCE PLATINUM MEDIA SUPPORTER

PALM BEACH COUNTY SCHOOLS

SOUTH SHORE HOSPITAL, Mass.

EASTMAN CHEMICAL

UNIVERSITY OF ALABAMA

HILLSBOROUGH COUNTY S.O.

L.L. BEAN, Inc.

WE ENERGIES

SPRINT CORPORATION

Towers Watson

International Foundation of EmployeeBenefit Plans (IFEBP)

Inspired Perspectives, LLC

State of Kentucky (invited)

Public & Private Exchanges

ACOs & PCMH

DEE EDINGTON, PhD

CITY OF HOUSTON

UNIVERSITY OF IOWA

QuadMed - Quad/Graphics

CROWLEY MARITIME CORP.

ANOKA COUNTY

CDC (Centers for Disease Control and Prevention)

UNIVERSITY OF SOUTH FLORIDA

Robert Sweetgall, Creative Walking

Extend Health

HealthAdvocate

Peter J. Crosa & Co.

FAIR Health, Inc.

American Psychiatric Foundation

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