Agenda

All Days
Monday, March 2
12:30 p.m.
Registration Opens
1:30 p.m. - 3:00 p.m.
Learning Lab 1: Optimizing Your Revenues & Business Asset Value
This pre-conference workshop will be led by a panel of industry experts. Attendees will receive practical advice, strategies...
Learning Lab 2: Women in Benefits Meetup
Back by popular demand! This meetup will bring together women advisers from around the country for a pre-conference get-together. Join this session...
3:00 p.m. - 3:15 p.m.
The Show Begins! Chairperson’s Opening Remarks
3:15 p.m. - 4:00 p.m.
IGNITE! How to 10X Your Practice with Proven Digital Marketing Strategies
Most B2B buyers are 57% of the way through their online decision-making process before they ever talk to a benefits advisor. Yet most advisors have...
4:00 p.m. - 4:30 p.m.
Addressing Your Employees' Total Well-being, The Confluence of Health & Wealth
In a world of fee compression and marginalization, the work of advisers and brokers has become somewhat commoditized. The evolution of the industry...
4:30 p.m. - 5:15 p.m.
Tell Me Something I Don’t Know …. About Worksite Benefits!
Our esteemed panelists will be sharing interesting, potentially shocking, information regarding worksite products and the industry that they have learned through...
5:15 p.m. - 6:15 p.m.
Networking Reception in the Innovation Hall
Sponsored by
Tuesday, March 3
7:30 a.m. - 8:30 a.m.
Registration & Morning Coffee in the Foyer
8:30 a.m. - 8:45 a.m.
Rising Stars in Advising Awards
The 2020 Rising Stars in Advising will be chosen by the EBA editorial team after a month-long online nomination process...
Sponsored by
8:45 a.m. - 9:15 a.m.
Rising Stars 2020: The Challenges and Opportunities for the Multi-Gen Workforce
How can the next generation of advisers help control rising healthcare costs, manage workplace training and address changing and next level benefits for the multi-generational workforce? What can advisers do to increase benefits value in the Information Age and engage the increasingly diverse workforce? This year’s Rising Stars offer their top insight on the challenges and predictions for the industry -- and the next class of advisers who will enter the workforce in 2050.
9:15 a.m. - 10:15 a.m.
Networking Breakfast in the Innovation Hall
10:15 a.m. - 10:45 a.m.
DPC 2.0. NextGen Direct Primary Care - Innovative Strategies To Retain Clients And Accelerate Employer Savings!
Strategy: Learn how negotiating Direct Care contracts can save money for employers and position you for new clients.
10:45 a.m. - 11:30 a.m.
Are We Taking the Easy Way Out When it Comes to Voluntary Benefits?
This session will look at areas where producers may be doing what's best for them, rather than considering the full impact to their clients. During this session we will use data to highlight where the industry may be trending away from things that have historically allowed for self-serving behavior. This session will seek to address certain market approach questions:
11:30 a.m. - 12:15 p.m.
Gather & Go: What's Your Marketing Moxie Advice?
Join us for this fun and fast-paced session, where attendees will share their best idea or piece of business advice in 60 seconds or less. And everyone...
12:15 p.m. - 1:45 p.m.
Networking lunch and dessert in the Innovation Hall
12:15 p.m. - 1:15 p.m.
Don’t be that Broker! How to Win at Partnerships and Implementation
From a proper discovery to a step-by-step playbook to implementation, this session led by industry experts will cover the following learning objectives:
Sponsored by
The Cost of Convenience: Empowering Your Employees in a Connected World
As the world goes digital, employee daily habits expose them to identity theft. Enjoy lunch on us and join IDSeal CEO, Eran Sinai, in an interactive presentation on how employees’ everyday behaviors can expose their information and how they can protect their identities.
Sponsored by
1:45 p.m. - 2:30 p.m.
Track B – Innovation
Five Wishes at Work
When employees are dealing with the caregiving needs of elderly parents and grandparents, they're distracted and often absent, which costs employers money...
2:35 p.m. - 3:20 p.m.
Track A – Increasing Sales Revenue
Win Clients and Influence Markets in a Shifting Benefits Market
Today’s shifting healthcare market is riddled with complex issues that brokers must solve, such as: how to meet cost objectives without degrading coverage so much that it negatively impacts recruitment and retention in a tight talent market; how to manage growing coverage gaps to avoid too much financial stress for employees; how to meet the differing benefit needs of a workforce going through generational shifts and more.
Track B – Innovation
'Lifestyle' Choice: An Emerging Benefit Perk
Attendees will hear from a panel of lifestyle benefits professionals about a variety of new non-insurance benefits options. A portion of the discussion will...
3:20 p.m. - 3:50 p.m.
Networking Break in the Innovation Hall
3:55 p.m. - 4:40 p.m.
Track A – Increasing Sales Revenue
Lessons on How to Survive and Thrive in an Ever Changing Environment
Group Benefits is an ever evolving industry and for those of us who work here, it can seem at times tumultuous and our future uncertain. Enrollment Companies have not been immune to the changing environment.
Track B – Innovation
How NOT to Become the Blockbuster of Benefits: Using Data to Personalize the Consumer Health Engagement Experience
During this session, we will share how your benefits plan can go beyond traditional risk identification to meaningful health engagement of your members. Learn how...
4:45 p.m. - 5:30 p.m.
Track A – Increasing Sales Revenue
Guarding the Future: How to Develop an Effective Benefits Strategy for Cancer Detection and Support
Since the “War on Cancer” began, we have invested over $4 trillion in finding a cure but to date have only managed to extend life expectancy by around 3.3 years. Cancer costs US employers around $150b per year and around 30% of patients diagnosed with cancer suffer serious financial hardship. Cancer is a PROBLEM that MUST be understood if we are to develop an effective solution.
Track B – Innovation
Innovation Through Education: How Education on Federal & State Benefits Helps Employers' Bottom Line
Companies are independently helping their employees understand all of their available healthcare options. By educating employees on their federal and state benefits...
5:30 p.m. - 6:30 p.m.
Networking Reception in the Innovation Hall
Wednesday, March 4
8:30 a.m. - 8:40 a.m.
Registration Opens & Morning Coffee in the Foyer
8:40 a.m. - 8:45 a.m.
8:45 a.m. - 9:30 a.m.
Crossing the Rubicon
What can we as agency owners and producers learn from a Roman general who was murdered over 2,000 years ago? Join Trey Taylor, the CEO of Taylor Insurance Services...
9:30 a.m. - 10:15 a.m.
Networking Breakfast in the Innovation Hall
10:15 a.m. - 11:00 a.m.
Revenue Growth Segment...How To Get More Clients by Showing Them You Can Reduce Their Costs
How to build a self-funded health plan that will control claim costs (even when the client isn’t interested in dramatic...
11:00 a.m. - 11:30 a.m.
An Act of Affordable Care Fixing Healthcare One Employee at a Time
In this session Jim will show you why you must stop selling health insurance plans TO EMPLOYERS and start building health plans FOR EMPLOYEES. It’s your duty to provide employees with the right tools and effective education.
11:30 a.m.
Conference Concludes
Monday, March 2
12:30 p.m.
Registration Opens
1:30 p.m. - 3:00 p.m.
Learning Lab 1: Optimizing Your Revenues & Business Asset Value
This pre-conference workshop will be led by a panel of industry experts. Attendees will receive practical advice, strategies...
Learning Lab 2: Women in Benefits Meetup
Back by popular demand! This meetup will bring together women advisers from around the country for a pre-conference get-together. Join this session...
3:00 p.m. - 3:15 p.m.
The Show Begins! Chairperson’s Opening Remarks
3:15 p.m. - 4:00 p.m.
IGNITE! How to 10X Your Practice with Proven Digital Marketing Strategies
Most B2B buyers are 57% of the way through their online decision-making process before they ever talk to a benefits advisor. Yet most advisors have...
4:00 p.m. - 4:30 p.m.
Addressing Your Employees' Total Well-being, The Confluence of Health & Wealth
In a world of fee compression and marginalization, the work of advisers and brokers has become somewhat commoditized. The evolution of the industry...
4:30 p.m. - 5:15 p.m.
Tell Me Something I Don’t Know …. About Worksite Benefits!
Our esteemed panelists will be sharing interesting, potentially shocking, information regarding worksite products and the industry that they have learned through...
5:15 p.m. - 6:15 p.m.
Networking Reception in the Innovation Hall
Sponsored by
Tuesday, March 3
7:30 a.m. - 8:30 a.m.
Registration & Morning Coffee in the Foyer
8:30 a.m. - 8:45 a.m.
Rising Stars in Advising Awards
The 2020 Rising Stars in Advising will be chosen by the EBA editorial team after a month-long online nomination process...
Sponsored by
8:45 a.m. - 9:15 a.m.
Rising Stars 2020: The Challenges and Opportunities for the Multi-Gen Workforce
How can the next generation of advisers help control rising healthcare costs, manage workplace training and address changing and next level benefits for the multi-generational workforce? What can advisers do to increase benefits value in the Information Age and engage the increasingly diverse workforce? This year’s Rising Stars offer their top insight on the challenges and predictions for the industry -- and the next class of advisers who will enter the workforce in 2050.
9:15 a.m. - 10:15 a.m.
Networking Breakfast in the Innovation Hall
10:15 a.m. - 10:45 a.m.
DPC 2.0. NextGen Direct Primary Care - Innovative Strategies To Retain Clients And Accelerate Employer Savings!
Strategy: Learn how negotiating Direct Care contracts can save money for employers and position you for new clients.
10:45 a.m. - 11:30 a.m.
Are We Taking the Easy Way Out When it Comes to Voluntary Benefits?
This session will look at areas where producers may be doing what's best for them, rather than considering the full impact to their clients. During this session we will use data to highlight where the industry may be trending away from things that have historically allowed for self-serving behavior. This session will seek to address certain market approach questions:
11:30 a.m. - 12:15 p.m.
Gather & Go: What's Your Marketing Moxie Advice?
Join us for this fun and fast-paced session, where attendees will share their best idea or piece of business advice in 60 seconds or less. And everyone...
12:15 p.m. - 1:45 p.m.
Networking lunch and dessert in the Innovation Hall
12:15 p.m. - 1:15 p.m.
Don’t be that Broker! How to Win at Partnerships and Implementation
From a proper discovery to a step-by-step playbook to implementation, this session led by industry experts will cover the following learning objectives:
Sponsored by
The Cost of Convenience: Empowering Your Employees in a Connected World
As the world goes digital, employee daily habits expose them to identity theft. Enjoy lunch on us and join IDSeal CEO, Eran Sinai, in an interactive presentation on how employees’ everyday behaviors can expose their information and how they can protect their identities.
Sponsored by
1:45 p.m. - 2:30 p.m.
Track B – Innovation
Five Wishes at Work
When employees are dealing with the caregiving needs of elderly parents and grandparents, they're distracted and often absent, which costs employers money...
2:35 p.m. - 3:20 p.m.
Track A – Increasing Sales Revenue
Win Clients and Influence Markets in a Shifting Benefits Market
Today’s shifting healthcare market is riddled with complex issues that brokers must solve, such as: how to meet cost objectives without degrading coverage so much that it negatively impacts recruitment and retention in a tight talent market; how to manage growing coverage gaps to avoid too much financial stress for employees; how to meet the differing benefit needs of a workforce going through generational shifts and more.
Track B – Innovation
'Lifestyle' Choice: An Emerging Benefit Perk
Attendees will hear from a panel of lifestyle benefits professionals about a variety of new non-insurance benefits options. A portion of the discussion will...
3:20 p.m. - 3:50 p.m.
Networking Break in the Innovation Hall
3:55 p.m. - 4:40 p.m.
Track A – Increasing Sales Revenue
Lessons on How to Survive and Thrive in an Ever Changing Environment
Group Benefits is an ever evolving industry and for those of us who work here, it can seem at times tumultuous and our future uncertain. Enrollment Companies have not been immune to the changing environment.
Track B – Innovation
How NOT to Become the Blockbuster of Benefits: Using Data to Personalize the Consumer Health Engagement Experience
During this session, we will share how your benefits plan can go beyond traditional risk identification to meaningful health engagement of your members. Learn how...
4:45 p.m. - 5:30 p.m.
Track A – Increasing Sales Revenue
Guarding the Future: How to Develop an Effective Benefits Strategy for Cancer Detection and Support
Since the “War on Cancer” began, we have invested over $4 trillion in finding a cure but to date have only managed to extend life expectancy by around 3.3 years. Cancer costs US employers around $150b per year and around 30% of patients diagnosed with cancer suffer serious financial hardship. Cancer is a PROBLEM that MUST be understood if we are to develop an effective solution.
Track B – Innovation
Innovation Through Education: How Education on Federal & State Benefits Helps Employers' Bottom Line
Companies are independently helping their employees understand all of their available healthcare options. By educating employees on their federal and state benefits...
5:30 p.m. - 6:30 p.m.
Networking Reception in the Innovation Hall
Wednesday, March 4
8:30 a.m. - 8:40 a.m.
Registration Opens & Morning Coffee in the Foyer
8:40 a.m. - 8:45 a.m.
8:45 a.m. - 9:30 a.m.
Crossing the Rubicon
What can we as agency owners and producers learn from a Roman general who was murdered over 2,000 years ago? Join Trey Taylor, the CEO of Taylor Insurance Services...
9:30 a.m. - 10:15 a.m.
Networking Breakfast in the Innovation Hall
10:15 a.m. - 11:00 a.m.
Revenue Growth Segment...How To Get More Clients by Showing Them You Can Reduce Their Costs
How to build a self-funded health plan that will control claim costs (even when the client isn’t interested in dramatic...
11:00 a.m. - 11:30 a.m.
An Act of Affordable Care Fixing Healthcare One Employee at a Time
In this session Jim will show you why you must stop selling health insurance plans TO EMPLOYERS and start building health plans FOR EMPLOYEES. It’s your duty to provide employees with the right tools and effective education.
11:30 a.m.
Conference Concludes