2:00 PM - 4:15 PM

WORKSHOP A: Employee Economic Bailout Plan

• Assess the psychological damage from the recession's impact on retirement savings.
• Implement leadership steps and instill confidence in your adviser team.
• Chart a course to real economic relief for your clients and their employees.
• Restore hope within your own organization and among your clients.

Note: A 15-minute refreshment & networking break will take place at 3:00 P.M.

G.W. "Coach" Campbell

Senior Corporate Trainer

Dave Ramsey's Financial Peace

2:00 PM - 4:15 PM

WORKSHOP B: Effective Leadership: Mastering Essential Skills to Lead with Confidence & Purpose

• Ensure your ideas are heard among competing voices during meetings.
• Discover how to disagree firmly but tactfully without backing down.
• Know how to reverse specific unwanted behaviors
• Successfully delegate and build skills fast to become a highly competent, inspiring leader.

Note: A 15-minute refreshment & networking break will take place at 3:00 P.M.

Patsy Writesman

CEO

Company CoPilots.com

10:45 AM - 11:45 AM

SESSION A: HEALTH & WELLNESS

Green Beans & Ice Cream: The recipe for Wellness Behavior Change

• Use the 80-20 principle of high-risk employees to sell premium coverage with lower costs.
• Implement key steps toward higher net renewal rates, happier customers, and a healthier workforce.
• Create a climate of excitement for wellness participation by those who typically had the least interest.

Kenneth Finneran

Chief People Officer-Americas

Hellman Worldwide Logistics, Inc.

Hiram Marrero

SVP, Practice Leader

Willis HRH

Bill Sims, Jr.

President

Bill Sims co.

10:45 AM - 11:45 AM

SESSION B: BROKER BUSINESS TOOLS

Meet the Five Most Important People in your Career via Social Media

• Embrace Social Media to exceed your revenue targets.
• How to develop a business relationship with hard-to-reach mentors.
• Harness the explosive growth of Facebook to access amazing sales opportunities.
• Twitter your way to increased sales.
• LinkedIn leads & lessons.

Jodie Braner

President & Account Executive of Life & Employee Benefits Dept.

AAHU, a division of NAHU & Pritchard & Jerden

Jonathan Genetelli

Communications Chair

Atlanta Association of Health Underwriters- AAHU is a division of NAHU

Andrew Windham

Founder & CEO

Insurance Georgia

1:30 PM - 2:25 PM

SESSION A: HEALTH & WELLNESS

Capitalizing on Health Savings Accounts

• Position HSAs strategically in your business.
• Learn from retirement planning: how should you advse clients to invest and why.
• Provide advice on how to manage the HSA balance.

Robert Bartolotta

Senior Managing Director

American Portfolios Rochester

Nathaniel Garfield

Director of Employee Benefits

American Portfolios Rochester

Pradeep Goel

CEO

Consumer Health Tech

1:30 PM - 2:25 PM

SESSION B: BROKER BUSINESS TOOLS

A Strategic Plan for Building Benefit Partnerships

• Strengthen your client partnerships in an ever-increasing competitive marketplace
• How to speak your customer's language while creating a unique niche
• Negotiate a strategic plan to build more relationships in the shortest amount of time.

Jack Kwicien, CLU, ChFC, RIA,

Managing Partner

Daymark Advisors

2:30 PM - 3:30 PM

SESSION A: HEALTH & WELLNESS

Critical Success Factors & Trends in an Adviser's Business

• Maintain and grow your market share.
• Deal with the pace of innovation in technology and make it work for you.
• Learn what the "automation factor" is and what it means to your business.
• Discover how the "Asia factor" will affect your earnings.
• Significantly improve client's bottom line benefit cost without added liability by utilizingthe new "Cost-Plus" model.
• The rise and fall of PPO empire is proving no longer to be effective in saving clients money.

Mark Combs, REBC RHU, CFA, CFP, CLU, ChFC

Vice President/Partner

Horne/Guest Employee Benefits

Woody Waters, CPCU

Vice President

ELAP, Inc.

2:30 PM - 3:30 PM

SESSION B: VOLUNTARY SUCCESS/PANEL DISCUSSION

The New Age of Voluntary Benefits Products

• Turnkey voluntary benefit solutions for traditional benefit brokers/advisers
• Growing trend toward repositioning voluntary benefits as mainstream benefit solutions alongside traditional core benefits
• Encompass best-in-breed products, administration, technology and enrollment services

Moderator:

Frank Doherty

Managing Partner, CEO

National Benefit Partners

John Cassell

Senior Partner

Spring Consulting Group, LLC

Barbara Howe

Head of Voluntary Products and Services

Aetna, Inc.

Marty Traynor

VP of Voluntary Benefits

Mutual of Omaha

9:30 AM - 10:30 AM

SESSION A: BROKER BUSINESS TOOLS

Breaking Out: Sales Strategies to Help You Be Extraordinary

• Develop a health care reform survivor's guide for your business
• Boost business by asking meaningful questions
• Find high-quality prospects
• Create Objection-free presentations

Mel Schlesinger, RHU, REBC

President

The Rainmakers Group

9:30 AM - 10:30 AM

SESSION B: VOLUNTARY SUCCESS

Let's Set the Record Straight About Voluntary ... Fact vs. Fiction?

This session aims to debunk the misconceptions amongst brokers about the advantages of voluntary.

• Voluntary products are not profitable True or False?
• Brokers don't enjoy selling voluntary because they are harder to sell True or False?
• Voluntary products are the most confusing products a broker sells? True or False?
• As an adviser, you can expect to provide a lot of maintainance on anything voluntary True or False?

Jim Castle

Regional VP, Group Insurance Sales

Mutual of Omaha

10:45 AM - 11:45 AM

SESSION A: BROKER BUSINESS TOOLS

Facilitate Financial Wellness Through Education Programs

• The financial crisis is leaving people's confidence paralyzed- how can you turn that around into higher sales?
• Financial Stress decreases morale and productivity- learn how to get out of your own way and start increasing deals.
• There's no better time for an employer to take a leadership role and deliver a transformational workshop series to employees guaranteed to increase clarity, confidence and understanding of today's market
• In today's economic landscape "Financial Wellness" can have a larger impact on employees than "Health Wellness."

Curt Tiedman

President

Homebenefitiq

Nick Walter, CPA, CMP

President

Walter Advisory Group

Kyle Williams, CLA, RFC, CMPS

National Institute of Financial Education

10:45 AM - 11:45 AM

SESSION B: VOLUNTARY SUCCESS

Recession Survival Through Technology and Effective Communication

• Smart Boards, Mind Mapping and spinners are state-of-the-art presentation tools that will help you create attention-grabbing, fun presentations that your clients will brag about.
• Eliminate the clutter and create dramatic "Wow" effects through slide transitions, backgrounds and imbedding pictures, sounds, movies and linked objects.
• Improve your business results through better communication

Hendrikus van Bulck

CPA & Asst. Prof. Business Admin. USC

Van Bulck & Company, CPAs

Jean Schauer

President and CEO

Schauer Global Health, Inc.

1:30 PM - 2:30 PM

SESSION A: VOLUNTARY SUCCESS

How Non-Traditional Voluntary Benefits Can Increase Your Income & Help Make Employers Happy

• Add-on benefits for current clients and door-openers to new clients
• Case Studies on non-traditional benefit success in three industries
• Why non-traditional benefits are becoming a valuable addition to the benefits package

Steven Farish

Senior Vice President

Wachovia Insurance Services

Elizabeth Halkos

Vice President

Puchasing Power

Tom Mangan

President of Employee Benefits Division

HUB International Northeast

1:30 PM - 2:30 PM

SESSION B: BROKER BUSINESS TOOLS

Agency at a Crossroads

• Hear why your industry is at a crossroads
• Decide whether you should grow, partner or sell your business
• See how the M&A market has treated your peers recently

Rob Lieblein

Managing Partner

Hales & Company

2:35 PM - 3:35 PM

SESSION A: HEALTH & WELLNESS/PANEL DISCUSSION

Long Term Care Insurance- Successful Strategies for Production Integration

• Many believe that adding LTCI is a critical strategy for long term success.
• LTCI offers benefit firms a way to diversify providing them both economic and strategic benefits.
• LTCI's difficulthy to successfully integrate is nothing more than an urban myth- learn why

Moderator:

Elizabeth Galentine

Associate Editor

Employee Benefit Adviser

Panelists:

David Hillesohn

Brokerage Manager

The Haslett Management Group, Inc.

Ed Jette, Jr.

Vice President & Co-Founder

Em-Power Services, Inc.

Bill Jones

Vice President of Sales

Medamerica Insurance Company

2:35 PM - 3:35 PM

SESSION B: VOLUNTARY SUCCESS

What Mini-Meds Mean to Your Broker Business

• Deliver limited benefits effectively with a good plan design
• Determine whether these benefits really help uninsured workers
• Decide which employer groups stand to benefit the most

Tom Blomberg

Assistant Vice President of Commercial Marketing

BCS Insurance Group

John Conkling

Vice President of National Accounts

Fringe Benefit Group