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|2017 Executive Forum Speakers|
Speakers as of 12/20/16
speakers and topics subject to change
Thursday, February 9th, 2017
9:00am - 10:30am: Keynote
Art, Assassination, and America: How Transparency Disrupts an Industry and Changes a Nation
Presented by: Martin A. Makary MD, MPH – Professor of Surgery, Johns Hopkins University School of Medicine
Dr. Martin “Marty” Makary is a physician, researcher and medical commentator. He is the Mark Ravitch Chair in Gastrointestinal Surgery at the Johns Hopkins Hospital, and teaches health policy at the Johns Hopkins University School of Public Health.
10:50am - 11:50am: Session
Health Care Marketing in 140 Characters
Presented by: Russ Krueger, John Scott, Taylor Guido and Chris Robinson of Ocozzio, Inc.
John heads up the video team at Ocozzio. He is a 28 year old musician, writer and video marketer with outstanding communications and story-telling skills. He is a walking music and movie library with well-throughout ideas on what works and what is a waste of time. Ask about his dog, Nilsson, and his cat, Rufus Wainwright.
After a West Coast tour of duty with SAS and lululemon, Taylor joined Ocozzio's strategy team with a focus on developing “killer” messaging and winning marketing strategies. She’s a 27 year old kick boxer with a mean left. She also writes wickedly-smart marketing copy.
At 25, Chris is the youngest of the group. He is locked in on what’s happening with his age group and has strong opinions on what resonates with his peers. Chris is a member of the Ocozzio strategy team and leads the market intelligence research efforts for the group. A former college basketball player, in his spare time Chris trains young guys and gals to be the best they can be both on and off of the court.
We’re bringing him along solely because he’s paying for the trip. His day job is CEO of Ocozzio although many of us think he spends most of his time “entertaining" clients on the golf course. Just saying.
12:00pm - 1:30pm: Lunch
"Shiny New Thing: A New Era in Healthcare Regulation Informs a Broker/Lawyer's TPA Wish List"
Presented by: Josh Sears, Helbling Benefits Consulting
Josh Sears grew up wanting to teach high school English, but ended up at law school. There, he was nearly – but not quite – cured of a desire to translate unnecessarily complex issues into words that real people use, and ideas they can act on. Today, Josh puts that desire to work helping clients of Helbling Benefits Consulting run their railroad with a clear understanding of the legal issues facing them.
After cutting his teeth in the courtroom with a law firm, Josh moved in-house for a health-insurance payer and HR consulting firm, and then to a not-for-profit health technology company. He returned to law-firm life by opening his own shop focused on benefits and employment law, before joining the team at Helbling Benefits Consulting as General Counsel and Benefits Consultant.
Josh’s expertise includes ERISA, COBRA, HIPAA, the Affordable Care Act, and employment law. Josh’s enthusiasm for making the law accessible has made him a popular speaker for Helbling clients, as well as industry groups, local, state, and federal government agencies, and community organizations across the country on a variety of employee benefit and human resource topics. Josh provides clients of Helbling Benefits Consulting information reflecting the very latest in strategy, efficiency, and compliance.
Josh is licensed to practice law in Idaho, and has a license to sell health and life insurance products. He received his JD from the University of Idaho. He holds a BA in English from The College of Idaho. Josh lives in Boise with his wife, Jill, and their daughters, Josie and Norah. Josh and his family enjoy camping, skiing, rafting, hunting, fishing, and otherwise traipsing around Idaho’s great outdoors with their disturbingly adorable golden retriever, Winston.
1:35pm - 2:35pm: Session
How Will Millennials Disrupt Customer Engagement?
Presented by: Lynn Kesterson-Townes, IBM
Lynn Kesterson-Townes is IBM’s Worldwide Commerce Marketing Leader focusing on the Insurance Industry. Lynn has over twenty years of management and advisory expertise in marketing, market research, strategic planning, management consulting, business development, mergers and acquisitions, and project management. She has a proven track record as a line and project manager working on location in the Americas, Europe, Asia Pacific and Africa. Lynn holds an M.B.A. from Harvard Business School; a Master of Science in Electrical Engineering from the University of Southern California; and a Bachelor of Science in Electrical Engineering from North Carolina State University.
2:35pm - 3:35pm: Session
Health Psych: Brain Hacks, Opioid Epidemic, Behavioral Economics and Predatory Treatment Facilities
Presented by: Robert Mines, PhD, CEO & Psychologist, Mines & Associates
Robert A. Mines, Ph.D., is the CEO of Mines and Associates (MINES). MINES is a national business psychology firm with two divisions: Organizational Psychology and Health Psychology. The firm offers organizational psychology services, training, employee assistance programs (EAP), managed mental health care, wellness programs, disease management, PPO services and a number of technology based services. In addition to his business and professional experience, Dr. Mines was an associate professor of Counseling Psychology at the University of Denver for 13 years, where he taught a variety of graduate level classes including group processes, counseling skills, assessment, practicum and internship supervision.
4:00pm - 5:00pm: Session
Held Captive – The Benefits Extend Beyond Risk Management
Presented by: Mike Meloch – TPAC Underwriters, Park Eddy - Active Captive, and Kevin Larson – EBMSMichael Meloch – President TPAC Underwriters
As the president of TPAC Underwriters, Michael Meloch has led the firm through a period of dramatic growth and consistent profitability. Over the last decade, TPAC has experienced a year-over-year annual growth rate of more than 12% and posted profits every year during that same period. Mike has grown TPAC’s annual premiums to more than $50 million since joining the firm in 1991 and launched a series of new product offerings including a capitated drug card, PPOx and Spaggregate®.
In 2005, Mike launched Risk Solutions Resources, Inc. (RSR) to serve as the special markets business manager for Pan-American Life Insurance. Offering accident and health products including stop loss, student accident, life, dental, and short-term medical, RSR has achieved 40% annualized growth since its inception. Prior to TPAC and RSR, Mike served in a variety of actuarial underwriting positions with MGUs and regional insurance companies.
A graduate of Bethel University, Mike and his wife Karin live in the Minneapolis area with their four children. Mike coaches a variety of youth sports, volunteers at his local church and serves on the boards of Bethlehem Baptist Church and University of Northwestern, St. Paul.
Park E. Eddy, MBA – President Active Captive
As the President for Active Captive Management (ACM), Park Eddy is responsible for the overall strategic development of the company and consults for its clients on strategic direction and operations. Park offers vast experience in all facets of the design, implementation and ongoing management of captives, as well as alternative risk transfer mechanisms and pools. He also collaborates with risk management departments or firms to design, implement, and manage ACM client’s insured and self-insured programs.
Park joined ACM as Executive Vice-President in 2003. Prior to that, he worked in the alternative risk market for Beecher Carlson and AON, and in the sales, management and marketing of pension investment programs for John Hancock (formally Manulife Financial) and The Guardian Insurance Companies. Park is well-regarded by his colleagues and industry professionals for his exceptional leadership skills and work ethic.
Park is actively engaged in the captive insurance industry and has been involved with the Alternative Risk Transfer Committee of the Self Insurance Institute of America (SIIA), the Rulemaking Advisory Committee for Captive Insurers of Oregon, the Enterprise Risk Captive Working Group, focused on government legislation regarding Captives, and the Captive Insurance Companies Association. He is a sought-after speaker, presenting regularly on complex industry matters and upcoming trends.
Park holds a Bachelor’s degree in Investment Finance and an MBA from the Marshall School of Business, both from the University of Southern California. He is also a licensed property and casualty and life insurance broker.
Kevin Larson – President, EBMS
Growing up within the walls of the family company gave Kevin the unique advantage of experiencing and learning every aspect of the business. He began his EBMS career in 1993 as an accounting assistant; and, in 1994, moved into the Marketing and Account Management Department, where he excelled in the positions of marketing assistant, marketing coordinator, and senior account manager.
Always a quick study, Kevin was promoted to director of operations in 2003; to director of account management in 2005; to vice president in 2007; then, in November 2010, Kevin’s years of experience, innovative implementation and dedication to EBMS earned him the title for which had worked for 17 years—president of EBMS.
EBMS President Kevin Larson manages the day-to-day operations of this fast-paced business in a rapidly-changing industry. He chairs EBMS’ five-member executive committee and acts as a conduit between EBMS’ operational management and ownership council.
Kevin is actively involved with the Health Care Administrators Association (HCAA), serving as a member of their Past Presidents Council; the Society of Professional Benefit Administrators (SBPA); and, QUBIC, Inc.
Kevin has a Bachelor of Science degree in business management and is a licensed life and disability producer.
Friday, February 10th, 2017
8:40am - 9:40am - Keynote
Now that the Dust Has Settled – The Political Landscape in Washington
Presented by: Steven Hayes, Senior Writer for The Weekly Standard and Fox News Contributor
Stephen F. Hayes is a senior writer at The Weekly Standard and a FOX News contributor, where he is a regular member of the “FOX News All-Stars" on the network's signature news broadcast, Special Report with Bret Baier.
Hayes is the author of two New York Times best sellers: The Connection: How al Qaeda’s Collaboration with Saddam Hussein Has Endangered America and Cheney: The Untold Story of America’s Most Powerful and Controversial Vice President.
His work has been featured in The Wall Street Journal, The Washington Post, The New York Times, The Los Angeles Times, Reason, National Review and many other publications. Hayes has written extensively about national politics, international affairs and the country’s current political leadership. He was the first to report that Mitt Romney was preparing to select Paul Ryan as his running-mate and broke a series of stories related to the attacks on US facilities in Benghazi, Libya.
Syndicated columnist Charles Krauthammer said of Hayes' work on Benghazi: "if it doesn't win the National Magazine Award, the award ought to be repealed." The late Robert Novak called Hayes a must-read reporter on Washington and national affairs.
Before joining FOX, Hayes was part of CNN’s “Best Political Team on Television,” which won a “Peabody Award” for its coverage of the 2008 elections. Other media appearances have included: NPR’s “Talk of the Nation”, Today, Good Morning America, Meet the Press, ABC’s This Week, FOX News Sunday, CNN's State of the Union, The O’Reilly Factor, Hannity, The McLaughlin Group, HBO’s Real Time with Bill Maher and The Daily Show with Jon Stewart.
Hayes is a native of Wauwatosa, Wisconsin, and a graduate of DePauw University in Greencastle, Indiana. He studied Public Policy at Georgetown University and received his Master of Science degree from Columbia University’s Graduate School of Journalism. He previously worked as a senior writer at National Journal’s “Hotline” and as director of the Institute on Political Journalism at Georgetown University. He lives near Annapolis, Maryland, with his wife, three children
and their black lab.
10:00am - 10:55am - Session
How to Leverage the Intersection of Financial and Clinical Data
Presented by: Rod Reasen, Springbuk Analytics
Rod Reasen is the CEO of Springbuk, the leading employer-facing health intelligence platform based in Indianapolis, Indiana. Springbuk combines financial, clinical, socioeconomic, laboratory and device data to uncover opportunities to engage and improve health. The software is built upon the knowledge base of the Healthiest Employer® Award Program that includes 70% of the Fortune 100 and 60 million lives in total. Participants can expect an engaging and data-rich presentation packed with a challenge to join Springbuk on their mission to “Empower employers with data and intelligence so they can actively improve the health of their most valuable asset – the employee”.
10:55am - 11:50am - Session
The Impacts of Value Based Care Market Transitions on TPA Service Offerings
Presented By: Jim Giordano - Managed Transitions, and Bruce Butler - Santa Clara Valley Health Plan
Jim Giordano - Managed Transitions
Jim Giordano is a healthcare executive with more than 25 years of experience in healthcare leadership. His background includes Partner and National Director of Value Based Care Services for an international healthcare strategy consultancy, as well as CEO, President, COO, and CIO C-suite roles in hospital systems and managed care organizations. He has experience leading organizations through significant market and leadership transitions.
Bruce Butler - Santa Clara Valley Health Plan
Bruce Butler is a health plan general management executive with a career emphasis in provider-affiliated managed care. He has deep functional expertise in underwriting, alternative risk transfer, and health benefits product design, applied to multiple market segments including all Commercial insured and self-funded lines of business, Medicare, Medicaid, and Workers Compensation. His experience includes diverse enterprise models including publicly traded, private for-profit, non-profit, governmental, and joint ventures. Currently, he serves as the Chief Executive Officer of Valley Health Plan, an HMO that is a department of the County of Santa Clara, California, with approximately 165,000 covered lives in government employer groups, Covered California (ACA Exchange), and Medicaid segments. His previous roles include Chief Strategy Officer for medical centers for the University of California Office of the President, Chief Underwriter at Presbyterian Health Plan in New Mexico, as well as various underwriting, product development, provider network development and related roles with leading national payor organizations, excess risk markets, and entrepreneurial managed care ventures. He has a BA from Stanford University and an MBA from the University of Chicago.