2017 AEC Program - SBEN

[Pages:5]2017 SBEN ANNUAL EDUCATION CONFERENCE PROGRAM March 28-30

Time 8 ? 8:45 A.M. 8:45 - 9 A.M.

9 ? 10:15 A.M.

Introductions:

Allison Klausner Principal, Knowledge Resource Center

Director of Government Relations Conduent Human Resource Services 10:15 ? 10:30 A.M. 10:30 ?11:30 A.M. Healthcare Breakout

Introductions:

Speaker: Retirement/Investment Breakout

Introductions:

Speakers:

11:30 ?11:45 A.M. 11:45 A.M. ?1 P.M.

Maryam Alavi Dean of Scheller College of Business

Professor of IT Management Georgia Institute of Technology

1 ?1:15 P.M.

Morning Sessions - Day 1, March 29th Academy of Medicine, Midtown Atlanta Description

Networking Breakfast & Registration ? Sponsored by Opening Remarks - Susan Rosenbleeth, SBEN President, Principal, Conduent Human Resource Services, Atlanta, GA Opening Session Susan Rosenbleeth, SBEN President & Board of Directors, Principal, Conduent Human Resource Services, Atlanta, GA Washington Update ? Fresh from testifying at a hearing of the House Committee on Education and the Workforce, Allison will tell you what its is really like today in the halls of Congress. Allison serves as the Government Relations Leader for Conduent Human Resources Services and Chair of the American Benefits Council's Policy Board of Directors, giving her a complete understanding of the current regulatory and legislative environment in Washington. In addition to an update on the status of health care reform, Allison will discuss other legislative initiatives that are taking priority and the current progress around regulatory agendas.

Networking Break Concurrent Sessions I PBM Contracting: As Clear as MUD ? How to learn what's in your PBM contract, the good, the bad and the ugly so you can maximize the value of your Rx benefit. Eric Rioux, SBEN Board of Directors & Program Committee Co-Chair, Employee Benefits Sales Specialist, Northwestern Benefit Corporation of Georgia, Atlanta, GA Tim Thomas, Founder and Managing Director, CrystalClearRx, Denver, CO Navigating the Investment Minefield - How can a sponsor build a robust investment offering? What smart steps should you consider when implementing investment options? Matt Bartch, CFA, SBEN Program Committee Member, DC Specialty, Blackrock, Atlanta, GA Jason Chepenik, Managing Partner, Chepenik Financial, Orlando, FL Alanna Tanner, SBEN Vice President, Board of Directors & Membership Committee, Manager, Employee Benefits, Amick Farms, Columbia, SC Networking Break

Keynote Speaker Presentation & Luncheon ? Sponsored by Digital Transformation. Digital Disruption. Impact of Digital on Business In this era of disruption, global economic and sociopolitical shifts and technological advances drive change and innovation. As digital continues to accelerate faster than the pace of transformation in organizations Maryam Alavi, Dean of GA Tech Scheller College of Business and one of the leading researchers and educators in digital transformation and innovation will discuss ways successful businesses and individuals embrace technological advances and leverage opportunities to build the workforce of the future, accelerate innovation and redefine success.

Networking Break



1:15-2:15 P.M. Healthcare Breakout

Introductions: Speaker:

Retirement/Investment Breakout

Moderator: Speakers:

2:15 ?2:30 P.M. 2:30 ? 3:30 P.M. Healthcare Breakout

Introductions: Speaker:

Retirement/Investment Breakout

Introductions: Speaker:

3:30 ?3:45 P.M. 3:45 ? 4:45 P.M. Introductions:

Concurrent Sessions II Not All Telemedicine Programs Are Made Equally ? Areas to be covered: What is telemedicine? Why a third party telemedicine vendor? Plan Flexibility & Utilization, Custom Communication and Value Add's Eric Rioux, SBEN Board of Directors & Program Committee Co-Chair, Employee Benefits Sales Specialist, Northwestern Benefit Corporation of Georgia, Atlanta, GA Lee Shoemake, Principal, FlexCare, Atlanta, GA Best Practices in Navigating the Fiduciary Rule - What has the DOL Fiduciary Rule taught us and how should a wise plan sponsor react? While implementation of the rule may be delayed, the effect on how every plan sponsor and recordkeeping vendor will view ongoing relationships will remain with us. Join us for a lively discussion on the "new" best practice all plan sponsors should employ. Susan Powers, SBEN Board of Directors, Partner, AssetGrade LLC, Atlanta, GA Sam Choy, ERISA, Employee Benefits and Executive Compensation Counsel, King & Spalding, Atlanta, GA Chris Giorgi, Assistant General Counsel, EMPOWER Retirement, Boston, MA Networking Break Concurrent Sessions III Surviving a DOL Audit: How to prepare and what to expect - Increased oversight by the DOL and the IRS has attributed to growing compliance challenges for benefit plan administrators. In recent years the DOL has stepped up audits and companies of all sizes are now susceptible to review. Join us so you can learn how to be prepared if you get the call! Eric Rioux, SBEN Board of Directors & Program Committee Co-Chair, Employee Benefits Sales Specialist, Northwestern Benefit Corporation of Georgia, Atlanta, GA Julie Grier, CEMS, REBC, RHU, PHR, SHRM-CP, Lead Benefits Consultant, Northwestern Benefits Corporation of Georgia, Atlanta, GA Matthew R. Simpson, Attorney at Law, Fisher & Phillips LLP, Atlanta, GA You Think You Want Out of the Pension Business? - We'll review the challenges of winding down a DB plan the smart way, including building a liability-aware scenario, reviewing how different participant populations may require different approaches (including communications), and how PBGC premiums have changed the game. In this session you'll get a "play book" to implementing plan changes that can be applied to any retirement program. Sebastian Jaramillo, SBEN Board of Directors & Program Committee Member, Pension Consulting Actuary, ASA, EA, MAAA, Milliman, Atlanta, GA F. Gary Knapp, CFA, Managing Director ? Liability Driven Investing, PGIM Fixed Income, New York, NY Networking Break General Session Eric Rioux, SBEN Board of Directors & Program Committee Co-Chair, Employee Benefits Sales Specialist, Northwestern Benefit Corporation of Georgia, Atlanta, GA Mind the Benefits Gap ? Most of today's employee benefits are not designed for the persona of a younger employee: single, no children, healthy, high student debt, and living with their parents. For employers that recognize and address this "benefits gap," they will enjoy a competitive advantage in not only attracting and retaining younger talent, but also improving their employment brand in the market.

Jason Rusnak, Founder, Benevate, Inc.

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TOP GOLF MIDTOWN NETWORKING EVENT

March 29th @ 5:30 PM - Meet in Lobby of Renaissance Atlanta Hotel Midtown for Transportation via the Fur Bus to the Top Golf Networking Event (6-9PM).

Sponsored by:

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8 ? 9:00 A.M. 9 ?10:00 A.M. Healthcare Breakout

Introductions: Speaker:

Retirement/Investment Breakout

Introductions: Speakers:

10:15 ? 11:15 A.M. Introductions:

Morning Sessions - Day 2, March 30th Academy of Medicine, Midtown Atlanta

Networking Breakfast ? Sponsored by Breakout Session I How to Take Data Analytics to the Next Level - It's good to know what's going to happen; it's better to know what to do about it. This is the next-gen way savvy benefits teams are thinking about data analytics. As benefits consistently account for 30% of total yearly payroll costs and healthcare costs increase each year, employers are seeking ways to get smarter about cost-containment ? in ways that go beyond the lowhanging fruit of simply shifting higher costs to employees. Strategic use of data is the next frontier for employers to zero in on how to best spend healthcare benefit dollars and the return they'll achieve for that spend in reduced cost and a healthier workforce. Hear key strategies for how employers can revolutionize data analytics, break down information silos, and leverage technology innovations to gain analysis that is both predictive and prescriptive. Colleen Pappas, MBA, SBEN Board of Directors, Senior Consultant, Businessolver, Atlanta, GA Mark Kutter, Partner, Benefits Science, Atlanta, GA When the Government Comes Knocking - Finding and fixing compliance issues within your retirement program early is good governance and may help in saving a plan sponsor money (cost to fix issue, fines, etc.) In this session Barry and Hilary will discuss the top 10 issues usually found during an audit and what you can do to address and fix them now. Cynthia Zaleta, SBEN Board of Directors & Program Committee Co-Chair, Senior Consultant, Willis Towers Watson, Atlanta, GA Barry Klein, CPA, Partner, Babush Neiman Kornman & Johnson, Atlanta, GA Hilary Collier, CPA, Audit Manager, Babush, Neiman Kornman & Johnson, Atlanta, GA Closing General Session Cynthia Zaleta, SBEN Board of Directors & Program Committee Co-Chair, Senior Consultant, Willis Towers Watson, Atlanta, GA Read, Click, Post or Tweet: Engaging multiple generations in the workplace - Everchanging technology and innovation impact every aspect of our lives. The shift in talent demographic and multi-generations in the workforce means employees are seeking a different employment relationship. This session will provide best practice overview of how to engage multiple generations in the workplace.

Keisha Olinger Client Relationship Director

and Consultant Willis Towers Watson

11:15 ? 11:30 A.M. 11:30 A.M. ? 1P.M.

Mandy Hardin SBEN Board of Directors Sr. Manager, Retirement

Benefits and Benefits Compliance

Chick-Fil-A Corporate

Networking Break (and AEC concludes for everyone except plan sponsors) Plan Sponsor ONLY Roundtable Discussion ? Lunch Provided Plan Sponsor Roundtable Discussion & Luncheon - Plan Sponsors are invited to join us for lunch and this exclusive opportunity to connect and share with other plan sponsors facing similar challenges in today's evolving benefits environment. Share with and learn from other professionals responsible for managing health and retirement plan benefits for employers. This Roundtable is exclusively for Plan Sponsor attendees. This is one of our most popular offerings and if you are a plan sponsor, you do not want to miss it!

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THANK YOU TO OUR SPONSORS! | ph: 404.812.9132

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