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2017 TPA Summit Schedule


   

 Schedule at a Glance as of 4/28/17

speakers and topics subject to change

MONDAY, JULY 17, 2017

11:00 AM - 1:00 PM        REGISTRATION AND NETWORKING WITH SPONSORS             
 
1:00 PM – 1:45 PM          OPENING, WELCOME AND INTRODUCTIONS                                                      
                                             HCAA President, Carol Berry, CEO and Tim Callender, Emcee
                                                                                      
1:45 PM – 3:15 PM          KEYNOTE:  "IF YOU DON’T LIKE CHANGE - YOU ARE GOING TO HATE                                                            EXTINCTION"

Change is a constant. You can either choose to embrace it or watch as your business disintegrates right before your eyes. Everyone is standing on shaky ground. Today's King of the Mountain could be tomorrow's case study on failure. There are countless great companies who have found themselves in a fight for survival. When a company increases the value offered to a customer by improving the product, enhancing service, offering better technology or increasing efficiencies, the competition must follow. The customer wants it better ... they want it easier to use ... they want it cheaper ... they want it now. Even now, in today's tenuous economy, it is the customer who is driving the ship. No matter what else is happening, it is the customer who is choosing when and where to spend their money. This program explores change ... the successes, the failures, the reasons behind both and how to capitalize on the opportunities that are created because of change.
 
Presented byRobert Stevenson

 
3:15 PM – 3:30 PM           BREAK AND NETWORKING WITH SPONSORS
 
3:30 PM – 4:30 PM           GENERAL SESSION : "A BETTER - ER, KINDA THE SAME - WAY:                                                                      DEVELOPMENTS AND OPPORTUNITIES IN THE NEW, SLIGHTLY-                                                                    CHANGED WORLD"
 
Republicans have caught the proverbial car.  The time has come to keep some promises, which for them means delaying or dumping the bits of ACA no one likes, keeping the popular bits, and figuring out a way to pay for it without taxes, subsidies, or other politically troublesome ideas. Tough task. The resulting plan is, despite the hype, fairly modest, with few, if any really new ideas. It's like seeing the ACA in a fun-house mirror: it's still the ACA, just a bit distorted. Still, if we've learned anything from the last seven years, it's to learn, adapt, and innovate in the face of regulation, no matter how distorted, in order to make clients happy. Join Attorney and Benefits Consultant Josh Sears of The Murray Group as he walks through the new, new reforms, and identifies key areas of risk and opportunity those reforms uncovered.


Presented by Josh Sears, Esq. - The Murray Group

 
4:30 PM                            MONDAY SUMMARY
                                           Tim Callender, Emcee
                                                                                         
5:30 PM - 7:00 PM           WELCOME RECEPTION    

 

TUESDAY, JULY 18, 2017                                                                                                         

8:00 AM - 8:30 AM           BREAKFAST & NETWORKING WITH THE SPONSORS                  
 
8:30 AM - 8:45 AM           WELCOME AND NOTICES 
                                       
    Tim Callender, Emcee

8:45 AM – 10:15 AM         KEYNOTE:  "BEING FOCUS-WISE IN THE AGE OF DISTRACTION"
 
The desk of the healthcare administrative professional can be quite a hub for activity--greeting valued clients, responding to calls and emails, coordinating staff, logging data, filing records, working with vendors and insurances providers, and more.  Time and attention management has always been crucial.  Yet, with the dawn of smart phone technology, we are experiencing greater access and higher potential for interruption than ever before.  Our brains have been wired for distraction! How can we hope to achieve focus again?  In this practical and informative session, Curt Steinhorst aims to help you be FocusWise.  Revealing the five main sources of interruption as well as the hidden factors affecting our attention --Curt gives principles and tips to effectively focus on what matters most in today's digitally-distracted, constantly-connected workplace.
 
Presented by:  
Curt Steinhorst
 
 
10:15 AM - 10:30 AM       BREAK AND NETWORKING WITH THE SPONSORS
                                     
10:30 AM – 12:00 PM      PATH BREAK-OUT SESSIONS 

 MARKETING /SALES PATH: "THE PPO SPAGHETTI WESTERN - THE GOOD, THE BAD AND THE UGLY"
 
The PPO network is one of the key components within the architectural framework of our Plans.  But as benefits, infrastructure, demand and plan mandates change, are PPO’s keeping pace?  How agile and responsive are they?  In this session we have a panel of the leading PPO’s who will respond to our most burning questions.
 
Presented by
Kara Dornig, First Health and Cofinity; Greg Everett, Payer Compass, LLC ; and Ryan Johnson, CIGNA Payer Solutions moderated by Ed Jacobson, Entrust, Inc.                

OPERATIONS PATH: "THE POTENTIAL BIG BLACK HOLE ALSO KNOWN AS PLAN DOCUMENTS, REINSURANCE CONTRACTS AND LARGE CLAIMS"
 
Do your plan documents’ provisions match your reinsurance contracts?  Do your plan documents’ match your clients’ employee manual provisions?   Join us for an informative discussion about the potential pitfalls of plan documents, reinsurance contracts, disclosure statements and large claims.  This will be a ninety-minute session that will address the issues that your TPA Operations personnel will not want to miss!
 
Presented by
:  Alice Arnold, TPAC Underwriters, Ken Gumbiner, SwissRe and Dr. Stacy Borans, Advanced Medical Strategies
   
 
EMERGING LEADERS PATH: "CHALLENGES AND OPPORTUNITIES FOR EMERGING LEADERS"
 
Are you fairly-new to the self-funded arena (5 years or less)?  Perhaps you just began your journey, but you have career and personal aspirations which you would like to see come to fruition.  Your leadership skills may be functional, but you want to hone them and take them to the next level.  You are vaguely aware of resources that exist, but want to learn to better identify them, take advantage of opportunities and are eager to be mentored.  If you are up for the challenge and want to self-actualize your best potential, then this program is for you.  
 
Presented by:  
Julie Wohlstein, Centrix Benefit Administrators, Inc. and Suzette Bryan, Ph.D.

NOON – 1:15 PM           HCAA MEMBERSHIP LUNCH, BUSINESS MEETING & MEMBER LONGEVITY 
                                          AWARDS
                                          
HCAA Board President and Matt Burghardt, Membership Chair

1:15 PM – 2:15 PM        PATH BREAK-OUT SESSIONS 

 
 MARKETING /SALES PATH: "PROVIDER SPONSORED DIRECT TO EMPLOYER PLANS"
 
The current healthcare system positions the insurer and their offerings as the “product”.  At the same time, the insurer is positioned as the “consumer”, by virtue of its role of paying the provider, based upon an insurer developed “fair” reimbursement schedule.  It is this perverse economic purchasing model that has led to over utilization of medical services, increasing premiums and almost a total lack of transparency.
It is our belief that the true “product” is the medical provider and that the true consumer is both the plan member and the employer.  We further believe that TPA’s are the most efficient mechanism for both administering and marketing provider sponsored plans.

 
 
Presented by:  
Paul T. Gallese, PT, MBA, The BDO Center for Healthcare Excellence & Innovation, Jack Hill, Accountable Care Solutions Group and Desmond Joiner, Healthcare 180

 
OPERATIONS PATH: "INSPECT WHAT YOU GET"
 
Checks and Balances, what are those?????  Isn’t it time to make sure that you are managing your new group from head to tail?  Join us for an informative session to explore those areas of your Operations where you can streamline your implementation processes and verify that the work product you’re putting out is correct.  What would be your grade if your clients provided you with a TPA Report Card?  Wouldn’t you like to know?
 
Presented by:  
Bobby Ahrens, Port Alto Technology Systems

 
2:15 PM – 3:30 PM          GENERAL SESSION 
                                             "WOMEN ON THE MOVE – WOMEN TPA OWNERS AND EXECUTIVES –                                                        WHY NOT A TPA?"
 
The value proposition of a TPA over the years has been that they pay self-funded claims effectively and efficiently, provide world class customer service and are great marketing organizations.  Building on these core skills, some TPA’s have greatly expanded their core value proposition and have become involved in much more than claims payment, which in turn has led to enormous success.  This session will pull together four industry visionary women that have built uniquely successful and multi-faceted TPA organizations.  They will share the “secret sauce” behind their success and some opportunities for business development that you might have not thought about.

 
Presented by:  
Carolyn Jarschke, QVI Risk; LaRea Albert, Fringe Benefit Group; Robyn Jacobson, Entrust, Inc.; moderated by Joanie Verinder, Group & Pension Administrators 
 
 
3:30 PM – 3:45 PM           BREAK AND NETWORKING WITH SPONSORS
 
3:45 PM – 5:25 PM           GENERAL SESSION 
                                              "ETHICS: DUTIES, CONFLICTS, AND CAREFUL DECISION-MAKING"    
 
As the Department of Labor hones in on what is ethical (or unethical) and what constitutes fiduciary liability, plan administrators, third party administrators, brokers, and various advisors who service self-funded plans must make a renewed effort to ensure that their actions are in compliance with current legal and ethical standards. All self-funded entities must take steps to avoid actions that may be deemed unethical or in violation of their considerable responsibilities - and even when exercising good faith, it is still possible to act unethically. In this presentation, The Phia Group’s consulting attorney, Brady C. Bizarro, Esq., will delve into the intricacies of the law surrounding self-funded ethics and examine cases involving fraud, misconduct, discrimination, professional misconduct, and bad faith. Finally, he will analyze the restrictions on multiple employer welfare arrangements (MEWAs) in the State of Florida.
 
Presented by:   
Brady Bizarro, Esq. -  The PHIA Group

 
5:30 PM – 7:00 PM           RECEPTION    

 

WEDNESDAY, JULY 19, 2017
 
8:00 AM - 8:30 AM           BREAKFAST & NETWORKING WITH THE SPONSORS                  
 
8:30 AM - 8:40 AM           WELCOME AND NOTICES 
                                              
Tim Callender, Emcee

8:40 AM – 10:10 AM        GENERAL SESSION 
                                              
"WHEN ONE DOOR CLOSES, ANOTHER DOOR OPENS - OR DOES IT?"

They are making healthcare sausage again in D.C. and no one can accurately predict what the final sausage will look like nor what the ultimate impact will be on Providers, TPA’s, Employers and Agents (The Parties in Interest).  However, it certain that many parts will be materially different than the ACA, and depending on your role in the healthcare delivery system, combined with the unintended consequences of the new law, you can expect change.  After all, in healthcare, nothing is quite as constant as change!

Presented by:
Steve Rasnick, Self-Insured Plans, Inc; Bruce Flunker, EBSO; Ryan Newville, TPAC Underwriters; moderated by Ernie Clevenger, CareHere, LLC.

 
8:40 AM – 10:10 AM        EMERGING LEADERS BREAK-OUT SESSION 
                                             "EMERGING LEADERS TPA SUMMIT DEBRIEF"

A session with our Emerging Leaders group on their impressions of the conference and how its programs related to their daily jobs and enhanced their understanding of the industry.  We will discuss the opportunities they see and the challenges they perceive in the industry.  Do they have a forum to contribute?  Do they have the resources to grow in their current capacity?  Are they being able to use their creative power for good?  What would they like to provide as feedback to the conference organizers and industry leaders? 

Presented by:
Julie Wohlstein, Centrix Benefit Administrators, Inc.
 
 
10:10 AM - 10:30 AM       BREAK AND NETWORKING WITH THE SPONSORS
                                     
10:30 AM – 11:30 AM      GENERAL SESSION 
                                             "
ARE YOUR HIGH COST PRESCRIPTION DRUGS GETTING HIGHER AND                                                         HIGHER EVERY DAY?"

It’s time to find creative approaches to managing the cost of high dollar prescription drug claims.  The old ways of managing these costs is no longer working.  Join this panel to learn about some of the disruptive solutions that are available to you and your clients.
 
Presented by:  
Bill Stafford, RX Help Center; Kevin Fantich, EHIM RX; and Dr. Andrew Krueger, CVS Health

 
11:30 AM – 11:45 AM        FEEDBACK FROM OUR EMERGING LEADERS
                                                          
Wouldn’t you like to know what the emerging leader’s in your organization are thinking?  Are they energized by the opportunities provided for them for upward mobility?  Do they have a forum to contribute?  Do they have the resources to grow in their current capacity?  Are they being able to use their creative power for good?  What would they like you to know?  What are their biggest challenges?  These questions and many more will be answered once the initial “Emerging Leaders Group” convenes and we are excited to share the results with you.
 
Presented by:  
Julie Wohlstein, Centrix Benefit Administrators, Inc.
 
                                                     
11:45 AM – NOON             CLOSING REMARKS
                                       
       Tim Callender, Emcee and HCAA President

 

1:00 PM – 4:00 PM            HCAA FIRST ANNUAL CHARITY VOLUNTEER PROJECT – ST. PATRICK’S                                                    CENTER

Meet in the Hotel lobby at 1pm – receive a boxed lunch and go with us to the St. Patrick’s Center to give back to the St. Louis Community! We will be volunteering at the center – just 1.2 miles from our hotel – to stock the food pantry and help sort donations.  This is a great cause and our first opportunity to “give back”.  Join us!

5353 Wayzata Blvd. Suite 350
Minneapolis, MN 55416

Phone: 888.637.1605
Fax: 952.252.8096
Email: hcaainfo@hcaa.org

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