Agenda

All Days
Tuesday, February 27
12:00 p.m.
Registration Opens
1:30 p.m. - 3:00 p.m.
Pre-Conference Workshop : Got a BenTech Strategy? If Not, What Are You Waiting For?
The ability to deliver or recommend benefits technology solutions as part of a producer’s service to clients is no longer a “value-add” or a helpful differentiator – it is quickly becoming an imperative.
3:15 p.m. - 3:30 p.m.
3:30 p.m. - 4:00 p.m.
Keynote – Striking Out the Status Quo: How Brokers Can Help Their Clients Pitch the Perfect Game
In this intuitive, keynote session, Andy will provide an eye-opening look at the health insurance and healthcare industries tying in personal stories as a healthcare strategist and former professional athlete to motivate audiences to implement strategies that:
4:00 p.m. - 4:30 p.m.
Keynote - Regulatory Update: Healthcare and Benefits in 2018 and Beyond
In this ever changing world of rules and regulations affecting health and welfare plans and other employee benefits, it’s difficult to keep programs in compliance and to take advantage of new opportunities. From attempts to repeal and replace the Affordable Care Act, delays in the Cadillac Tax, ripple effects of the repeal of the individual mandate under the Tax Cuts and Jobs Act, and expansion of association health plans, there is no shortage of issues to consider just for health and welfare programs. In this session, interact with technical and industry advisers and explore what these changes can mean in 2018 and beyond.
4:30 p.m. - 5:00 p.m.
Keynote - The Secrets of a Well-Lived Life
Are you ever afraid of living a life that you are going to regret? What are your personal gifts? Would you say you use them to bless others, or more for personal gain or pleasure?
5:00 p.m. - 7:00 p.m.
Networking Reception in the Exhibit Hall
10:00 p.m. - 12:00 a.m.
After Party
Sponsored by
Wednesday, February 28
7:30 a.m.
Registration Opens
7:30 a.m. - 8:30 a.m.
Breakfast Briefing - Cyber Security Services That Put Brokers in the Driver’s Seat
If Equifax has taught us anything, it’s that identity theft protection is one of the most
Sponsored by
Coffee in the Foyer
8:30 a.m. - 8:45 a.m.
Rising Stars in Advising Awards
Sponsored by
8:45 a.m. - 9:15 a.m.
Keynote - The Hockey Stick Growth: Founders Best Practices
Innovative startups have revenue growth curves that are shaped like a hockey stick – often appearing to have overnight success. But in reality, a vast majority of these firms spend years developing and tweaking their products before success actually takes place. In this presentation, entrepreneur and angel investor Bobby Martin discusses what actions founders took to make it all happen – and offers suggestions as to how you can apply these successful founders’ best practices to help your firm grow broader and faster.
9:15 a.m. - 10:15 a.m.
Networking Breakfast in the Innovation Hall
Workplace Benefits Association Advisory Board Breakfast (By invitation only)
10:15 a.m. - 10:45 a.m.
Keynote – Six Healthcare Marketing Trends for 2018
Healthcare’s confluence of unknowns and erratic overtures coming out of Washington has stalled many healthcare biggest stakeholders—payer, provider, and pharma. Success in transformative, threatened markets requires companies to continually reassess strategic direction: anticipate and absorb change, generate situational-driven strategic insights, and act with deliberate speed. Healthcare leaders need to step back, ask tough questions, and manage through a new set of obstacles to capture opportunity.
10:45 a.m. - 11:30 a.m.
Keynote Panel – Make Benefits Great Again: Differentiate Through Transparency and Accountability
Innovative brokers are establishing vendor performance standards, transparency and accountability new to the industry. The speakers will share effective practices employers are implementing from forward-thinking broker-partners to create better solutions.
11:30 a.m. - 12:00 p.m.
12:00 p.m. - 1:00 p.m.
IIS Lunch Session - Product Innovation in the Voluntary Carrier Space
Join Aflac Regional Vice President, Brian White, as he discusses ways Aflac is moving beyond traditional worksite offerings and innovating product delivery in the voluntary carrier space. During the innovation lunch session, you’ll learn more about:
Sponsored by
12:00 p.m. - 1:30 p.m.
Networking Lunch in the Exhibit Hall
2:20 p.m. - 3:05 p.m.
Innovation
Adviser Transformation: The Next Generation
Go behind the scenes for an in-depth perspective from three cutting edge millennial advisers who have transformed their multi-generation family benefits businesses into next generation firms that are breaking through the status quo.
3:10 p.m. - 3:55 p.m.
Increasing Sales Revenue
Why Identity Protection is Critical to any Financial Wellness Strategy
With the rise of ecommerce and the recent high profile data breeches becoming normal occurrences, are you positioned to guide your clients through these risks?
Innovation
The Scary Maze of ERISA Compliance
Love to hate compliance? Does the word “ERISA” keep you awake at night? Do you dread the phone call from your
3:55 p.m. - 4:15 p.m.
Networking Break in the Foyer
4:15 p.m. - 5:00 p.m.
Keynote – Case Study: Creative Technology That Triples Medical & Voluntary Benefits Participation
Hear directly from the subject matter experts as they peel back the curtain and give you a peek inside what made their recent open enrollment such an overwhelming success. During this interactive panel discussion, you’ll learn how they were able to achieve triple the medical and voluntary benefits participation over the prior year, all while tightening their compliance at the same time.
5:00 p.m. - 6:30 p.m.
Networking Reception in the Exhibit Hall
9:00 p.m. - 11:00 p.m.
After Party (Invitation only)
Sponsored by
Thursday, March 1
7:45 a.m. - 8:30 a.m.
Coffee in Foyer
7:45 a.m.
Registration Opens
8:45 a.m. - 9:15 a.m.
Benefits Revolution: Strategies Disrupting the Industry
9:15 a.m. - 10:00 a.m.
Networking Breakfast in the Exhibit Hall
10:30 a.m. - 11:00 a.m.
Employee Financial Wellness is the New Black
Everyone is talking about Employee Financial Wellness. Why? Is there a problem, or does the hype fit a narrative to sell your employees voluntary benefit solutions? There’s real problem, your employees need help, it’s costing you money, but most benefit solutions (401K and HSA, for example) won’t fix the problem. Learn what Financial Wellness really means, learn about the challenges employees face and why, why a benefit gap exists, and how you can help your employees, immediately, today, now.
11:00 a.m.
Workplace Benefits Renaissance Concludes
Tuesday, July 31
2:30 p.m. - 3:15 p.m.
Innovation
The Future of HR and Benefits Technology
The benefits world is changing with Heath Care Reform, Private Exchanges, Zenefits, the integration of HR, Benefits, and Payroll Technologies, Mobile Solutions, and the move to what could become a more consumer centric business model. In this presentation Joe Markland will talk about how benefits brokers can leverage technology, add services, and even change their business models to compete in this new benefits world. The session will include a quick market overview, give specific examples of firms that have launched new business models, and then provide a step by step process of how brokers can “Change Their Game”. The session will also challenge everyday thought and provide a unique perspective on the market.
3:20 p.m. - 4:00 p.m.
Innovation
Compliance as an Asset
Confused by the maze of regulations governing your clients employee benefit plans?
4:15 p.m. - 5:00 p.m.
Innovation
Bundling Voluntary and Core Benefits Is The New Normal
Tuesday, February 27
12:00 p.m.
Registration Opens
1:30 p.m. - 3:00 p.m.
Pre-Conference Workshop : Got a BenTech Strategy? If Not, What Are You Waiting For?
The ability to deliver or recommend benefits technology solutions as part of a producer’s service to clients is no longer a “value-add” or a helpful differentiator – it is quickly becoming an imperative.
3:15 p.m. - 3:30 p.m.
3:30 p.m. - 4:00 p.m.
Keynote – Striking Out the Status Quo: How Brokers Can Help Their Clients Pitch the Perfect Game
In this intuitive, keynote session, Andy will provide an eye-opening look at the health insurance and healthcare industries tying in personal stories as a healthcare strategist and former professional athlete to motivate audiences to implement strategies that:
4:00 p.m. - 4:30 p.m.
Keynote - Regulatory Update: Healthcare and Benefits in 2018 and Beyond
In this ever changing world of rules and regulations affecting health and welfare plans and other employee benefits, it’s difficult to keep programs in compliance and to take advantage of new opportunities. From attempts to repeal and replace the Affordable Care Act, delays in the Cadillac Tax, ripple effects of the repeal of the individual mandate under the Tax Cuts and Jobs Act, and expansion of association health plans, there is no shortage of issues to consider just for health and welfare programs. In this session, interact with technical and industry advisers and explore what these changes can mean in 2018 and beyond.
4:30 p.m. - 5:00 p.m.
Keynote - The Secrets of a Well-Lived Life
Are you ever afraid of living a life that you are going to regret? What are your personal gifts? Would you say you use them to bless others, or more for personal gain or pleasure?
5:00 p.m. - 7:00 p.m.
Networking Reception in the Exhibit Hall
10:00 p.m. - 12:00 a.m.
After Party
Sponsored by
Wednesday, February 28
7:30 a.m.
Registration Opens
7:30 a.m. - 8:30 a.m.
Breakfast Briefing - Cyber Security Services That Put Brokers in the Driver’s Seat
If Equifax has taught us anything, it’s that identity theft protection is one of the most
Sponsored by
Coffee in the Foyer
8:30 a.m. - 8:45 a.m.
Rising Stars in Advising Awards
Sponsored by
8:45 a.m. - 9:15 a.m.
Keynote - The Hockey Stick Growth: Founders Best Practices
Innovative startups have revenue growth curves that are shaped like a hockey stick – often appearing to have overnight success. But in reality, a vast majority of these firms spend years developing and tweaking their products before success actually takes place. In this presentation, entrepreneur and angel investor Bobby Martin discusses what actions founders took to make it all happen – and offers suggestions as to how you can apply these successful founders’ best practices to help your firm grow broader and faster.
9:15 a.m. - 10:15 a.m.
Networking Breakfast in the Innovation Hall
Workplace Benefits Association Advisory Board Breakfast (By invitation only)
10:15 a.m. - 10:45 a.m.
Keynote – Six Healthcare Marketing Trends for 2018
Healthcare’s confluence of unknowns and erratic overtures coming out of Washington has stalled many healthcare biggest stakeholders—payer, provider, and pharma. Success in transformative, threatened markets requires companies to continually reassess strategic direction: anticipate and absorb change, generate situational-driven strategic insights, and act with deliberate speed. Healthcare leaders need to step back, ask tough questions, and manage through a new set of obstacles to capture opportunity.
10:45 a.m. - 11:30 a.m.
Keynote Panel – Make Benefits Great Again: Differentiate Through Transparency and Accountability
Innovative brokers are establishing vendor performance standards, transparency and accountability new to the industry. The speakers will share effective practices employers are implementing from forward-thinking broker-partners to create better solutions.
11:30 a.m. - 12:00 p.m.
12:00 p.m. - 1:00 p.m.
IIS Lunch Session - Product Innovation in the Voluntary Carrier Space
Join Aflac Regional Vice President, Brian White, as he discusses ways Aflac is moving beyond traditional worksite offerings and innovating product delivery in the voluntary carrier space. During the innovation lunch session, you’ll learn more about:
Sponsored by
12:00 p.m. - 1:30 p.m.
Networking Lunch in the Exhibit Hall
2:20 p.m. - 3:05 p.m.
Innovation
Adviser Transformation: The Next Generation
Go behind the scenes for an in-depth perspective from three cutting edge millennial advisers who have transformed their multi-generation family benefits businesses into next generation firms that are breaking through the status quo.
3:10 p.m. - 3:55 p.m.
Increasing Sales Revenue
Why Identity Protection is Critical to any Financial Wellness Strategy
With the rise of ecommerce and the recent high profile data breeches becoming normal occurrences, are you positioned to guide your clients through these risks?
Innovation
The Scary Maze of ERISA Compliance
Love to hate compliance? Does the word “ERISA” keep you awake at night? Do you dread the phone call from your
3:55 p.m. - 4:15 p.m.
Networking Break in the Foyer
4:15 p.m. - 5:00 p.m.
Keynote – Case Study: Creative Technology That Triples Medical & Voluntary Benefits Participation
Hear directly from the subject matter experts as they peel back the curtain and give you a peek inside what made their recent open enrollment such an overwhelming success. During this interactive panel discussion, you’ll learn how they were able to achieve triple the medical and voluntary benefits participation over the prior year, all while tightening their compliance at the same time.
5:00 p.m. - 6:30 p.m.
Networking Reception in the Exhibit Hall
9:00 p.m. - 11:00 p.m.
After Party (Invitation only)
Sponsored by
Thursday, March 1
7:45 a.m. - 8:30 a.m.
Coffee in Foyer
7:45 a.m.
Registration Opens
8:45 a.m. - 9:15 a.m.
Benefits Revolution: Strategies Disrupting the Industry
9:15 a.m. - 10:00 a.m.
Networking Breakfast in the Exhibit Hall
10:30 a.m. - 11:00 a.m.
Employee Financial Wellness is the New Black
Everyone is talking about Employee Financial Wellness. Why? Is there a problem, or does the hype fit a narrative to sell your employees voluntary benefit solutions? There’s real problem, your employees need help, it’s costing you money, but most benefit solutions (401K and HSA, for example) won’t fix the problem. Learn what Financial Wellness really means, learn about the challenges employees face and why, why a benefit gap exists, and how you can help your employees, immediately, today, now.
11:00 a.m.
Workplace Benefits Renaissance Concludes
Tuesday, July 31
2:30 p.m. - 3:15 p.m.
Innovation
The Future of HR and Benefits Technology
The benefits world is changing with Heath Care Reform, Private Exchanges, Zenefits, the integration of HR, Benefits, and Payroll Technologies, Mobile Solutions, and the move to what could become a more consumer centric business model. In this presentation Joe Markland will talk about how benefits brokers can leverage technology, add services, and even change their business models to compete in this new benefits world. The session will include a quick market overview, give specific examples of firms that have launched new business models, and then provide a step by step process of how brokers can “Change Their Game”. The session will also challenge everyday thought and provide a unique perspective on the market.
3:20 p.m. - 4:00 p.m.
Innovation
Compliance as an Asset
Confused by the maze of regulations governing your clients employee benefit plans?
4:15 p.m. - 5:00 p.m.
Innovation
Bundling Voluntary and Core Benefits Is The New Normal