Save the Date
2008 Employee Benefits Educational Symposium
Mark Your Calendar for September 5, 6 and 8
AHIA is hosting an Employee Benefits Educational Symposium in September 2008 in conjunction with the NAIFA Annual Convention and Conference at the Manchester Grand Hyatt in San Diego, California. View the schedule below for more details.
DAY ONE - September 5
8:00 am - 8:45 am - Registration and Continental Breakfast
8:45 am - 11:55 am - Breakout Sessions
Choose from a variety of workshop sessions focusing on employee benefits including, HIPAA, COBRA, HSAs, Flex Plans, and Wellness Programs. For a complete listing visit here.
Featuring:
Karl Hansen, CLU, ChFC
Karl is uniquely qualified in the employee benefits world and has over three decades of experience in developing practical solutions to employee benefit challenges which he plans to share with attendees.
Rae Lee Olsen
Rae Lee has a wealth of experience to share with attendees regarding benefits compliance issues such as COBRA, Section 125 and HIPAA. Also uniquely well-qualified in the employee benefits and personal financial planning arena with over 24 years experience Rae Lee will leave attendees with knowledge to tackle the most taxing challenges employee benefits agents face.
Jason Lombardi
As a managing partner with the nation’s premiere COBRA administrator Jason oversees an operation that encompasses a large base of clients as well as staff. He plans to leave attendees with advice on implementing compliance processes and managing COBRA liability as it relates to merges and acquisitions, bankruptcies and COBRA lawsuits.
Ari Fleishauer
Known as one of the premiere administrators in the Flex Spending world Ari specializes in IRC Section 125 benefits administration and on-going plan compliance issues. Ari will share her vast experiences in human resources, employee benefits, and the flex arena with attendees.
Noon - 1:45 pm - Luncheon Presentation
When Everything Goes WRONG!
A dramatic presentation of HR/Benefits department at its worst! Come to enjoy lunch, have a few laughs, and see what can go wrong in the world of employee benefits.
Sponsored by
1:55 pm - 4:00 pm- Breakout Sessions
Choose from a variety of workshop sessions focusing on employee benefits including, HIPAA, COBRA, HSAs, Flex Plans, and Wellness Programs. For a complete listing visit here.
4:30 pm - 6:00 pm Wine and Cheese Reception
Join the speakers and panelists from the Employee Benefit Symposium as well as other attendees from networking and refreshment!
Sponsored by
DAY TWO - September 6
7:30 am - 8:00 am Breakfast Presentation - Tom Carter, Vice President, Sales and Broker Relations, Kaiser Permanente California
Tom Carter is Vice President of Sales and Broker Relations for Kaiser Permanente. In this role, Tom is able to utilize over 26 years of healthcare industry experience in the areas of sales, marketing, and account management. Tom leads the new group sales team statewide and co-leads the broker development strategy to enhance both the retention of existing business and the acquisition of new Kaiser Permanente customers
Sponsored by
8:00 am - Noon Expert Panel Discussions
- Panel One - Building Your Agency - Developing, running, and transitioning an agency successfully.
Featuring:
Neil Simons, REBC, RHU, GBA, Founder and President, Independent Benefit Services Simons will demonstrate how agents can successfully develop an employee benefits agency. Since it’s founding, Simons has grown Independent Benefit Services into one of the most respected benefit advisory firms in the region. Participants attending this panel aim to walk away with leadership strategies, directional approaches and other many valuable resources on how to run a prosperous employee benefits agency.
Emeric McCleary, CEO and Founder of Hispano Employee Benefits
With over 20 years of experience, McCleary is recognized for his valuable advice regarding Hispanic employee benefits and has advised numerous Fortune 500 companies in the employee benefits arena. McCleary intends to share his core principles of running a successful practice. Attendees can expect to gain valuable start up-strategies for their employee benefits agency, motivation, and retention strategies.
- Panel Two - Meeting Expectations - Understanding the different expectations carriers, employers and the public have of an agent.
Tom Carter, Vice President, Sales and Broker Relations, Kaiser Permanente California
With over 26 years of healthcare industry experience participants attending this panel will learn about the different expectations large carriers, employers and the public have of employee benefits agents.
Nick Bond, Vice President and General Manager of Russ Moore Transmission, Inc.
Mr. Bond knows well the expectations small carriers have of the employee benefits agent. Attendees will hear Bond’s key strategies to meet and exceed expectations of employee benefits agents.
Between the panels will be time for a legislative update on the state of health reform on the federal and state levels.
Panels Sponsored by
DAY THREE - September 8
11: 30 am - 2:00 pm AHIA Annual Meeting and Luncheon
- Building a Million Dollar Practice
Keynote Speaker: Roger Schultz, CLU
This presentation will address the critical steps necessary to a successful practice. Having already successfully established 250 direct reimbursement plans covering 200,000 participants in 21 states, it is evident Schultz knows the industry. Schultz has also proven his knowledge in the field by publishing over 50 articles on employee benefits. Through his expertise, Schultz will show agents how to develop innovative services, products and concepts. Schultz will also give agents advice on how to position their firm in the marketplace, adapt to the changing environment and differentiate their firm from competitors. By showing agents a few practical applications and techniques agents will be able to efficiently compete in the highly competitive field of employee benefits.
This program provides what you need to know, practical application and techniques on how to efficiently compete in the employee benefits market.
Thanks to our Symposium Sponsors
|
 |
