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|2017 TPA Summit Speakers|
Speakers as of 3/20/17
speakers and topics subject to change
2017 TPA Summit - Conference Emcee
Tim Callender - VP Sales & Marketing, The Phia Group, LLC
Tim serves as the Vice President of Sales and Marketing for The Phia Group, LLC, headquartered out of Braintree, Massachusetts. Prior to his current role, Tim served as a Staff Attorney and Lead PACE Counsel for The Phia Group.
Monday, July 17th, 2017
11:00 AM - 1:00 PM: Keynote
If You Don't Like Change - You Are Going to Hate Extinction
Presented by: Robert Stevenson
Robert Stevenson is an expert at building a high-performance culture, improving efficiency, and accelerating growth. He is one of the most widely sought after speakers in the world today, as well as a best-selling author. He has owned five companies, sold internationally in over 20 countries, along with holding positions from Salesman to Chief Executive Officer.
Robert has spoken to over 2,500 companies throughout the world and his research in the area of corporate and entrepreneurial success is extensive. Over 2 million people have benefitted from his powerful, practical, compelling and thought-provoking programs. He has interviewed over 10,000 employees, managers, and senior executives in over 250 industries. He calls upon his knowledge of what he has learned from some of the most innovative, resourceful, and powerful companies in the world, along with what he learned running his own companies and shares this wisdom with his audiences. He is a true master at blending facts, inspiration, conviction, and humor into all his programs.
His lectures are designed to prepare companies for the 21st century. With a powerful blend of experience, research, case studies, and competitor perspectives, Robert’s original insights help organizations, business leaders, and associates understand how to unleash their future potential. With over 30 years of extensive corporate and entrepreneurial experience, he teaches companies and people how to deal with risk, competition, and the ever-changing business environment.
Mr. Stevenson’s client list reads like a Who’s Who in business. Companies like FedEx, Prudential, Lockheed Martin, Carrier, Anheuser-Busch, Chevron, American Express, and Berkshire Hathaway continue to rely on him for a fresh, unique perspective on businesses’ most crucial issues.
3:30 PM - 4:30 PM: Session
A Better - Er, Kinda the Same- Way: Developments and Opportunities in the New, Slightly-Changed World
Presented by: Josh Sears, Esq. - The Murray Group
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.
Tuesday, July 18th, 2017
8:40 AM - 10:15 AM: Keynote
Presented by: Curt Steinhorst
Curt Steinhorst is on a mission to help today’s workforce win the battle against digital distractions. Having spent years studying the impact of tech on human behavior, he now equips professionals across the world to work smarter and stronger in this constantly-connected age. As a leading voice on strategic communications in the age of distraction and a certified speaker at the Center for Generational Kinetics, Curt speaks on average more than 90 times a year.
He has spoken to prestigious audiences across the globe that include Nationwide, McDonalds, Wells Fargo, Wyndham Hotels, J.P. Morgan, Marriott, General Motors, Raytheon, United States Naval Academy, Aspen Ski Company, Million Dollar Roundtable, and Young Presidents’ Organization.
As a business owner, entrepreneur, and founder of FocusWise, Curt sees how lack of focus impacts today’s workplace and its leaders. Curt’s fascination with distraction is not simply professional. Diagnosed with ADD as a child, he’s worked tirelessly to overcome the unique distractions that today’s technology creates. As a father, Curt understands how profoundly digital connectivity is transforming people of every age.
Discovering a rare gift for capturing the attention of large audiences at an early age, Curt was elected President of his 10,000 member class at Texas A&M University, where he graduated Magna Cum Laude. His personal experiences serving as a speaking
coach and speech writer for top performers, from executives, TV personalities, and TED Talk presenters, to NFL hall of famers, Olympic gold medalists, and the Heisman Trophy winner, make him a powerful and entertaining communicator. Curt is the founder of a communications consultancy called Promentum Group, which is still in existence today. He is currently working on his first book.
*Curt’s speeches on the topics of generations and Millennials occur on behalf of the Center for Generational Kinetics. The Center studies generational trends to convert them into breakthrough business opportunities. The organization and its founder, Jason Dorsey, has been featured on 20/20, the Today Show, 60 Minutes, and the View. Curt’s personal experiences leading Gen Y and his direct work with business leaders and top performers make him a powerful voice for and to the emerging workforce.
10:30 AM - 12:00 PM: Path Break-Out Sessions
Marketing / Sales Path: The PPO Spaghetti Western - The Good, The Bad, and The Ugly
Presented by: Kara Dornig - First Health Network; TBD and TBD moderated by Ed Jacobson - Entrust, Inc.
Kara Dornig - First Health Network
Kara Dornig joined First Health in 2011, bringing with her over 20 years of leadership experience in the healthcare industry. As Vice President of Business Development for First Health and Cofinity, Kara is dedicated to the growth of First Health/Cofinity and committed to providing valuable and innovative products and services for its clients.
Headshots, bios, and additional speakers to come shortly...
Operations Path: The Potential Big Black Hole Also Known As Plan Documents, Reinsurance Contracts and Large Claims
Presented by: Alice Arnold - TPAC Underwriters, Ken Gumbiner - SwissRe and Dr. Stacy Borans - Advanced Medical Strategies
Alice Arnold - TPAC Underwriters
Alice Arnold is the Director of Claims and Cost Management for TPAC Underwriters. Her duties include claim oversight for TPAC’s traditional Specific and Aggregate and Spaggregate business. Additional responsibilities include TPA and Due Diligence audits as well as collaborating with TPA’s and vendor partners to better manage claim expenses. Prior to TPAC she worked with a carrier performing claim auditing and oversight on a diverse portfolio of products with the majority being Stop Loss.
Ken Gumbiner - SwissRe Corporate Solutions
Ken Gumbiner is the Head of Accident & Health Sales, North America for Swiss Re Corporate Solutions. The Accident & Health group of Swiss Re Corporate Solutions offers a strong Employer Stop Loss portfolio, which includes: employer stop loss, employer stop loss captives, and an organ transplant solution program.
"Ken's sales and management experience in the employee benefits and insurance industry spans over three decades. He began his career with a highly rated national insurance carrier in sales and sale management and went on to spend several years in third party administration sales and sales management. In 1998, he transitioned into the stop-loss industry where he has focused on building key relationships with brokerage, consulting, third party administration and carrier administrative service organizations nationally. Ken joined IHC in 2011 and served as the Executive Vice President of Sales for IHC Risk Solutions until Swiss Re Corporate Solutions acquired and integrated them into their Accident & Health group in April of 2016.”
Dr. Stacy Borans - Advanced Medical Strategies
Dr. Borans is the Chief Medical Officer and Founder of Advanced Medical Strategies (AMS). Advanced Medical Strategies was founded with the purpose of combining clinical expertise and experience with financial sensitivity and understanding to give clients high-level cost containment insight and guidance. Prior to founding AMS, Dr. Borans was a practicing internist at Doylestown Hospital. She received her MD degree from Hahnemann University and completed her residency at Thomas Jefferson University Hospital. Dr. Borans has worked with Managing General Underwriters, Third Party Administrators, stop loss carriers, and managed care plans to assess both clinical and financial questions on catastrophic claims. She has assisted in cost projection analysis for underwriting risk, reviewed medical necessity and experimental concerns as well as directed educational seminars for claims professionals. Dr. Borans is currently the outsourced medical director for several companies within the stop-loss industry. In addition to her vast medical management experience on the payor side, Dr. Borans has overseen medical and quality management, appropriateness of care, and peer review programs in over 50 hospitals spanning 7 states.
Emerging Leaders Path: Challenges and Opportunities for Emerging Leaders
Presented by: Julie Wohlstein - Centrix Benefit Administrators, Inc. and Suzette Bryan, Ph. D
Julie Wohlstein - Centrix Benefit Administrators
Julie Wohlstein, CSFS, M.A.S., is President of Centrix Benefit Administrators and is responsible for its operations including business planning, enterprise accountability, marketing, client services, government and provider relations, claims and health care services. Julie brings over 30 years of experience overseeing all phases of operational management. Prior to joining Centrix Benefit Administrators, Julie held increasingly more responsible positions with several large Third Party Administrators. Also notable were her years at Mercer, in their Brokerage and Consulting Division. Her undergraduate studies were in Gerontology at Ohio University. At the University of California San Diego, Julie earned a Healthcare Executive Leadership Certificate and a M.A.S (Masters of Advanced Studies) in Leadership of Healthcare Organizations. Julie is a Licensed Life and Disability Producer, an active member of the San Diego Health Underwriters Association (SDAHU) and the Self Insurance Institute of America (SIIA). Julie is also a Rotarian. Julie and her husband of 35 years, Craig, have 7 children.
Suzette Bryan, Ph. D
Suzette Plaisance Bryan, Ph.D., SPHR, GPHR, SHRM-SCP has an extensive background in human resources, leadership development, and corporate training and development. A former tenured college professor teaching organizational communication courses to both undergraduate and graduate students, Suzette has presented at numerous conferences, including ones in Athens, Greece; Belfast, Ireland; and Vevey, Switzerland. Her work has been published by the Consortium for the Study of Emotional Intelligence in Organizations. She has published book chapters and articles in academic and professional journals and is co-author of Scripts and Communication for Relationships published by Peter Lang Publishing. Suzette worked as head of training for a large organization in Dallas, for Nestle’ Health Science as a leadership and organizational development specialist and for Blue Cross and Blue Shield of Louisiana as a leadership development consultant. She has completed a six-month program in the Foundations of Neuroleadership, earning a Certificate of Distinction.
1:15 PM - 2:15 PM: Path Break-Out Sessions
Marketing/Sales Path: Provider Sponsored Direct to Employer 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
Paul T. Gallese, PT, MBA - The BDO Center for Healthcare Excellence & Innovation
Mr. Gallese is an experienced independent operations, strategy, restructuring, and business advisor and has 35 years of proven history for providing successful operations support, advisory services, business and program planning, and crisis intervention engagements. Mr. Gallese’s practice focuses on academic health care delivery systems, health insurers, risk bearing provider organizations, value based payment and supporting analytics organizations. His major assignments have focused on academic medical centers, schools of medicine, provider owned health plans, safety-net facilities, and bundled payment programs. He has participated in and led domestic and international program development efforts that have included, among others, cancer centers, medical group strategy and operations, joint venture development and operations, and negotiation and operation of academic affiliation agreements.
Jack Hill - Accountable Care Solutions Group
Jack has over twenty nine years’ experience and a strong record of achieving results in the managed care, practice management, risk management, technology, reinsurance, and property and casualty industries. Jack has excelled in senior management and ownership positions with Independent Practice Associations (IPA) and Physician Hospital Organizations (PHO), HMOs, insurance companies, technology start-ups, and consulting/underwriting firms. Jack has worked with a large and diverse client base representing accountable care organizations (ACO), physician groups, hospitals and hospital systems, national employer purchasing groups, HMOs, PPOs, TPAs, employer groups, insurance companies and insurance brokerage firms. Jack is the author of numerous publications for the employee benefits and healthcare industry, most notably “Electronic Data Interchange: The Physicians’ Guide” written for the American Medical Association, and has written for Beckers Hospital Review, Accountable Care News, Employee Benefit News, Employee Benefit Advisor, the Health Insurance Underwriter, and the Self Insurer publications. He is a member of the Healthcare Financial Management Association (HFMA). Jack is a graduate of Taylor University and has completed postgraduate work at the Wharton School of Business and Ball State University.
Desmond Joiner - Healthcare 180
Desmond is an experienced healthcare advisor having deep experience in employer-sponsored healthplans and affiliations. He joined the firm in 2013 coming from a successful career with national healthcare players such as HCA and the Travelers. Desmond is adept at working with boards, communities and other stakeholders to forge a consensus and drive to a common goal. Desmond graduated from Georgia State University in 1985 with a Degree in Business Administration, with a major in corporate Finance.
Mr. Joiner has experience across the full spectrum of the healthcare delivery system through a 25-year career. Desmond’s initial foundation of healthcare experience was received through a Major Health Insurance Carrier having responsibility and oversight for the strategic development of Health Plan designs over the Southeastern Region of the United States. There he gained insight to product rating, development, risk assessment and operations.
Desmond has also served in the development of a national medical provider network for a major hospital chain. Projects included a Hospital-Carrier Joint Venture covering more than 30,000 lives and the development of a Community Health Insurance program featuring a Hospital System and Large employer. Markets ranging from Alabama-to-Alaska were served during this period of time.
Operations Path: Inspect What You Get
Presented by: Bobby Ahrens - Port Alto Technology Systems
In 1987 entered the TPA business in Austin, Texas and developed systems for fully insured, self-funded, Davis-Bacon/Service Contract and Long Term Care products for a New York Life subsidiary, Hillhouse Associates. He became the Chief Information and Technology Officer in 1993.
His experience in executive management positions includes Executive VP El Dorado Computing , Director of Information Systems Boon-Chapman Administrators in Austin, Texas, Executive Vice President of Operations HealthNow Adminstrative Services. His responsibilities included all technology and operational aspects of the TPA applications and workflows, telecommunications and security systems. In June 2012 launched Port Alto Technology Systems to work with third party benefit administrators to improve technologies, workflows and operational efficiencies. He has Bachelors of Business Administration (BBA) Management Information Systems from Texas State University.
2:15 PM - 3:30 PM: General Session
Women on the Move - Women TPA Owners and Exectuives - Why Not a TPA?
Presented by: Carolyn Jarschke - QVI Risk, LaRea Albert - Fringe Benefit Plan, Robyn Jacobson - Entrust, Inc. moderated by Joanie Verinder - Group & Pension Administrators
Carolyn Jarschke - QVI Risk
Carolyn Jarschke is a founder owner of QVI Risk Solutions, Inc., a Third Party Administrator (TPA). QVI is a Certified Women Business Enterprise (WBE) and Emerging Small Business (ESB) focused on Quality, Value, and Innovation. In addition to traditional TPA services, QVI is administering their first captive, provides retiree billing services to public entities and partners with industry peers for BPO services. Prior to starting QVI in 2003, Carolyn was Vice President of Operations for LifeWise of Oregon. Her 30+ year carrier has included key positions at Pacific Health & Life, Western Benefits Administrators and Klamath Medical Service Bureau. She is a past President of the Health Care Administrators Association and has been an adjunct professor at Central Oregon Community College. Carolyn began her health administration career following the completion of an AS degree from OIT in Health Information Technology and holds a BS in International Business from Linfield College. She enjoys the challenges of being a business owner and entrepreneur.
LaRea Albert - Fringe Benefit Plan
For the past 35 years LaRea Albert’s career has been spent in the Third Party Administrators industry with an emphasis on self-funded plans. She has developed a broad understanding of the healthcare landscape including risk management from the stop loss underwriting perspective.
LaRea’s past responsibilities have been TPA operations management and sales. These duties included training sales teams, personally selling services directly to Plan Sponsors or in tandem with sales staff or producers. She has an extensive circle of relationships across the country and include a wide variety of roles within organizations.
Her core competencies include Benefit Plan Design and Analysis for Self-funded medical, dental, and vision plans, team leadership and mentoring, Project Management, Stop loss/reinsurance marketing and negotiation, vendor management, Client Management, Employee communications, Health Savings Accounts, Health Reimbursement Accounts, and Flexible Spending Account.
As a commitment to this industry and an effort to pay it forward, LaRea has served in the past and/or continues to serve on the Texas TPA Association board, SPBA and HCAA. She holds the designations of Certified Self-Funding Specialist (CSFS) and Self-Insurance Certified Specialist (SICS).
LaRea’s current employer, Fringe Benefit Group specializes in structuring bona fide benefit programs for contractors bidding / working on government contracts subject to prevailing wage laws (i.e. the Davis-Bacon and Service Contract Acts). At Fringe Benefit Group, their licensed Third-Party Administrator (TPA) services were born from a need to administer the unique products we’ve created to meet the needs and challenges of employers with a largely hourly and part-time workforce. We serve brokers, employers and employees with an integrated and proprietary suite of administrative services designed to make life easier.
Robyn Jacobson - Entrust, Inc.
Bio and headshot to come...
Joanie Verinder - Group & Pension Administrators
Joanie Verinder is the Compliance Director with Group & Pension Administrators, Inc. headquartered in Dallas, TX. Ms. Verinder has been with GPA for the past 15 years, 14 of which she has been in Compliance. Ms. Verinder is currently serving on the Board of Directors for the Health Care Administrators Association and is a Past President of the Texas Association of Benefit Administrators. She serves as the chairman of the Sponsorship committee with HCAA.
Ms. Verinder received a Bachelor’s in Education from the University of Alabama and a Master of Arts from Southwestern Baptist Theological Seminary. She also is a certificated paralegal and has received the HIPAA Professional designation from the Health Insurance Association of America, the PPACA Certified designation from the National Association of Health Underwriters, and the designation of Certified Self Funding Specialist from the Health Care Administrators Association.
3:45 PM - 5:25 PM: General Session
Ethics: Duties, Conflicts, and Careful Decision-Making
Presented by: Brady Bizarro, Esq. - The PHIA Group
Brady joined The Phia Group, LLC as an attorney in early 2016. As a member of The Phia Group's in-house legal team, he focuses on contract review, ERISA, ACA, and HIPAA compliance, claim negotiation, and providing general consultative advice on matters involving the health insurance industry and employee benefits law.
Attorney Bizarro earned his B.A. from Boston University, graduating magna cum laude, and his J.D. from Boston University School of Law. While at BU Law, Brady served as a Note Editor for the International Law Journal and worked as a summer associate at Greene LLP, a civil litigation firm in Boston that specializes in health care fraud cases and the Civil False Claims Act. He also worked as a student attorney with Boston University’s Civil Litigation Clinic, where he represented indigent defendants in employment and discrimination cases in state court.
Wednesday, July 19th, 2017
8:40 AM - 10:10 AM: General Session
When One Door Closes, Another Opens - Or Does It?
Presented by: Steve Rasnick - Self-Insured Plans, Inc. and TBD, moderated by Ernie Clevenger - CareHere, LLC
Steve Rasnick - Self-Insured Plans, Inc.
Steve Rasnick’s broad insurance background includes previous positions as President of Gem Insurance Company, President of Foundation Health National Life Insurance Company, managed care organizations covering more than 800,000 members; Chairman of ProAmerica, a national PPO organization; President of The Travelers Plan Administrators, the third largest national benefits administrator, covering more than 1,000,000 members; President and founder of Claims Administration Services Inc., at the time, the largest TPA in Illinois. He has over 35 years of employee benefit experience, having held senior level consulting positions with Reed Stenhouse, a division of Alexander & Alexander in Chicago, as well as having provided insurance consulting services to more than 300 groups in Illinois.
Ernie Clevenger - CareHere, LLC
Since 1983, Mr. Clevenger has worked in the self-funded community in various capacities including: Chairman and President of the Self-Insurance Institute of America, Chairman of the Workforce for Electronic Data Interface (WEDI) advising United States Department of Health & Human Services, President of American Progressive Benefits and Executive Vice President of Alliance Underwriters and two of the nation's leading providers of stop loss insurance for self-insured employers. Mr. Clevenger and Ben Baker co-founded CareHere in January 2004.
10:30 AM - 11:30 AM : General Session
Are Your High Cost Prescription Drugs Getting Higher and Higher Every Day?
Presented by: Bill Stafford - RX Help Center, Kevin Fantich - EHIM RX, and Dr. Andrew Krueger - CVS Health
Bill Stafford - RX Help Center
A veteran of the financial services market with a focus on employee and executive benefits, Mr. Stafford brings invaluable hands-on industry experience from entry level through senior leadership to his current position as President & COO of Rx Help Centers. Rx Help Centers is a leading national prescription medication advocacy company located in Indianapolis, IN. He has held senior management positions with a leading third-party marketing firm and three major national providers of financial services to individuals and corporations.
Prior to joining Rx Help Centers, a national Prescription drug advocacy company, he was a Senior Consultant with Gruppo Marcucci and for seven years prior to that Mr. Stafford was Vice President of Member Services for United Benefit Advisors, LLC (UBA), one of the nation's largest US-based benefits brokerage; a consortium of more than 145 of the nation’s leading independent employee benefit advisory firms. He has also worked as a Senior Sales Consultant with The Epoch Group (a WellPoint Subsidiary TPA) and a Sales Executive for a MetLife executive benefits subsidiary where he specialized in providing executive group carve-out programs for large physicians practice groups, senior executives and other highly compensated personnel of large corporations. Mr. Stafford’s extensive background enables him to understand fully the needs and interests of the end-user client and to effectively communicate these needs to service providers and consultants.
Mr. Stafford is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Health Consultant (CHC).
Kevin Fantich - EHIM RX
Dr. Kevin Fantich joined EHIM after a successful career as a practicing Pharmacy Manager for a regional pharmacy chain. He also served as the company's Director of Clinical Services where he spearheaded an immunization program focusing on patient wellness and preventative health, counseled patients on appropriate medication use, provided Medicare Part D counseling, and established medication delivery service to local seniors. Kevin received his Bachelor of Science degree from Oakland University and his Doctor of Pharmacy degree from the University of Michigan.
Dr. Fantich is responsible for day-to-day clinical operations at EHIM, formulary management and development, and implementation of clinical programs. Shortly after joining EHIM he also pursued membership in the Academy of Managed Care Pharmacy (AMCP) and serves as a member of EHIMs Pharmacy and Therapeutics (P&T) Committee.
Dr. Fantich is an active member of The American Pharmacists Association (APhA) and is certified by APhA to provide immunizations to patients. Dr. Fantich successfully completed one the first nationally recognized Medication Therapy Management certificate programs (APhA) and has completed certification Specialty Pharmacist (CSP) and Pain Educator (CPE) certifications.
Dr. Andrew Krueger - CVS Health
As Medical Director, Andrew C. Krueger, MD, is responsible for planning, developing,