High Performing Companies: A Syllabus for Success
TPA best practices for current and future leaders within your organization

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Wed, July 15
11:00 am - 1:00 pm: Registration and Exhibits Open
1:00 pm - 1:05 pm: Provost’s Welcome
Todd Archer, HCAA President
1:05 pm - 1:20 pm: MGT 501: Career Advancement
Carol Berry, HCAA Director
1:20 pm - 1:30 pm: New Student Orientation
Judi Kimmell, Dean of Students
1:30 pm - 2:20 pm: BUS 501: Grow Your Business
By Leveraging Consultative Skills
Maria Volante, Sr. Vice President, Dardis Communications, Inc.
2:20 pm - 3:10 pm:

BUS 502: Accounting,
Funding and Tax
Jeff Ward, CPA, CITP, CISA, CISSP Senior Member and Director of Insurance Services, Stone Carlie & Company, LLC
AND
Mark C. Johnson, CPA, Principal - Employee Benefit Plan Practice Group Leader, Stone Carlie & Company, LLC
3:10 pm - 3:25 pm: Break and Networking with Sponsors
3:30 pm - 4:45 pm: POL 501: Health Care Reform Lucia Riddle, Vice President Federal Government Relations, Principal Financial Group
5:30 pm - 7:00 pm: Welcome Reception
   
Thurs, July 16
7:30 am - 8:30 am: Continental Breakfast & Networking with Sponsors
8:35 am - 9:45 am: BUS 503: Account Service and
Management, Keeping Clients in Difficult Times: Flat is the New Up Rhonda Abrahms, Entrepreneur, author, and nationally-syndicated columnist
9:45 am - 10:35 am

BUS 504: Vendor Selection
and Management
Daniel Opinante, President, Seneca Consulting Group
10:35 am - 10:50 am Break and Networking with Sponsors
10:50 am - 11:40 am MED 501: Cost Containment
Programs
Gregg Kamas, Director, IMA Health Risk Management Practice
11:40 - 12:00 pm HCAA Membership Meeting
12:00 pm - 1:30 pm Lunch
1:40 pm - 2:30 pm ECO 501: Actuarial and
Stop Loss
Scott A. Weltz, FSA, MAAA - Actuary, Milliman
2:30 pm - 3:15 pm EXE 501: How Do TPAs Measure Success? Expense & Operational Benchmarks
Dave Reynolds, CEO, Capital Administrators
3:15 pm - 3:30 pm Break and Networking with Sponsors
3:30 pm - 4:10 pm EXE 501-Part 1: Operations
Excellence Roundtables
4:15 pm - 4:55 pm EXE 501-Part 2: Operations
Excellence Roundtables
Same topics, two opportunities to attend your choice of roundtable discussions!

Marketing—Best Practices to Support Business Development.
Facilitator: Julie Zola, A&I Benefit Plan Administrators, Inc.

Secrets & Strategies for Account Management & Client
Retention.
Facilitator: Rhonda Abrahms, Entrepreneur, author, and nationally syndicated columnist

Top 10 TPA Blunders When Selecting and Contracting
With a PBM Vendor.
Facilitator: Daniel Opinante, Seneca Consulting Group

Stop Loss & the BUCAs: How TPAs Can Compete in the
Marketplace.
Facilitator: Nazie Eftekhari, HealthEz

Benchmarking—Successful Strategies for Performance
Facilitator: Dave Reynolds, CEO, Captial Administrators

Keys to Success: An Engaged and Productive Workforce.
Facilitator: Jey Wagner, Performance & Enrichment Partners, LLC

5:30 pm - 7:00 pm Reception
   
Fri, July 17
7:30 am - 8:25 am Continental Breakfast & Networking with Sponsors
8:30 am - 9:45 am LEG 501: Health and Welfare
Benefits: The Next Generation - Going Where No Benefits Administrator has Gone Before
Ashley Gillihan, Author, Esq. Alston & Bird
9:45 am - 10:35 am HUM 501: Workforce
Engagement and Performance
Jey Wagner, President, CEO, Performance & Enrichment Partners, LLC
10:35 am - 10:50 am Break & Networking with Sponsors
11:00 am - 11:10 am Commencement Address
Todd Archer, HCAA President
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