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Assembling the Right Pieces foR mAximum benefit VAlue

September 25-27, 2011 Hyatt regency, Dallas, tX

SPECIAL OFFER: Register by July 22 and Save $400!

KEYnOTE SpEAKERS

Shawn Achor Harvard Researcher & Positive Psychology Expert

Jennifer Benz Chief Strategist & FounderBenz Communications

WHY YOU MUST ATTEND THIS YEAR:

• Learn from 50+ detailed case studies

• Hear from 80+ industry professionals

• Bring your CFO - new, high-level CFO track

• Get actionable solutions designed specifically for your company

• Meet 1,000+ industry contacts

• Energize with the 4th Annual Fun Run, Pilates Class and Walk for Ultimate Health

• Conduct your vendor research with 100+ solution providers

High-Level new CFO

Track Inside!

Roger Staubach Hall of Fame Quarterback of the Dallas Cowboys


Welcome LetterBenefits management can be a maddening exercise these days, almost akin to working a jigsaw puzzle. You think you have all the right pieces, until you realize something very important is missing. Or you do have all the pieces, but the shapes and edges don’t quite come together to create the right picture.

We understand those frustrations, and that’s why we selected the theme “Assembling the right pieces for maximum benefits value” for Benefits Forum & Expo 2011.

Increasingly it is employees who must help us assemble the right benefit pieces, because they are the ones who ultimately assign value. Offering a variety of high-quality benefits helps employees create their own personal value statements, which in turn drives the organization’s human capital

management strategy. Individual benefits are not the only pieces of the puzzle, however. The picture is not complete without benefit vendors that are willing to service and support their products, and the brokers and consultants who can advise on their assembly.

All the pieces are here in Dallas. Our workshop sessions will convey vast experience from presenters on key subjects such as health and wellness benefits, retirement and financial education, legal and regulatory trends and employee engagement. In the exhibit hall you can meet leading vendors across the full spectrum of benefits, and in networking sessions you will compare experiences and solutions with other benefit decision makers and advisers.But that’s not all. Some of the most

noticeable pieces we’ve assembled for our program in Dallas this year are our General Session presenters. Among them are author and consultant Shawn Achor, who will speak to us about positive psychology for success and productivity at work, and benefit communications guru Jennifer Benz, whose passion will be on display in a highly interactive presentation sure to spark discussion. Moreover, we’ll hear from – and have an opportunity to meet – Dallas Cowboy Hall of Fame quarterback Roger Staubach, a highly successful businessman and employer in his own right.

The right pieces, positioned in the right way, at the right time is what defines a benefits program that achieves maximum value. We think you’ll agree that’s also what defines Benefits Forum & Expo 2011.

All the pieces come together in Dallas

David AlbertsonEditorial Director, Employee Benefit News

Co-Chairman, Benefits Forum & Expo Co-Chairman, Benefits Adviser Summit

Kelley ButlerEditor in Chief, Employee Benefit News

Co-Chairman, Benefits Forum & Expo

Speakers FacultyShawn Achor Harvard Researcher & Positive psychology Expert

Joseph Abraham VP Compensation, Benefits & Shared Services Domino’s pizza

Ron Agypt SVP of Market Development & Broker Sales US Aflac

Susan Bailey, MS, CHES, IC® Program Manager, Health & Wellness DTE Energy

Jennifer Benz Chief Strategist & Founder Benz Communications

Ralph Bernstein SVP & Business Leader US Bank Healthcare payment Solutions

Lisa Blasdale Senior Benefits Manager Staples, Inc.

Wayne Bogosian, AIF President & Managing Director The pFE Group

Larry Boress President & CEO Midwest Business Group on Health

Trisha Brambley President Resources for Retirement, Chair of ERISA Advisory panel

Gary Broder Senior Partner Salibello & Broder

Jamie Chesler Chief Consultant, ProfessorHR professionals

Lisa ChoatePartnerUltimate Health Matters

Richard CitrinPresidentCitrin Consulting

Judith Cohart President personal Finance Employee Education Foundation

Anne Conn Assistant Human Resources Director Kalamazoo County Government

Hosanna Custodio Audit Manager Salibello & Broder

Liz Davidson Founder & CEO Financial Finesse

Jeffrey M. Davis, MD, MPH Medical Director, National Sales & Account Management, Kaiser Permanente & Chief Medical Officer, Avivia Health

Shub Debgupta CEO WiserTogether, Inc.

Ruth DeCrescentis Head of Benefits & HR Brighton District, Colorado

Anne Dieleman Chief Marketing & Business Development Officer ARAG

Robin Donovick, MSM, CEBS, COO, Independent Colleges and Universities Benefits Association, Inc.

Jim Dougherty Director, Healthcare Practice J.D power & Associates

Diane Emery Managing Director, Total Rewards nova Southeastern University

Evan Falchuk President & COO Best Doctors, Inc.

Rex Gale Principal Buck Consultants

Annette GrabowManager of Retirement PlanningM.A. Mortenson Company


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Speakers Faculty | Continued

Bob Hamilton Senior Audit Manager Salibello & Broder

Elyse Kaplan VP, Human Resources Adventis HealthCare

Kris Hathaway Director of Government Relations national Association of Dental plans

Carol KlusekHead of Retirement & Financial BenefitsAetna, Inc.

Chris Heinfield Dependant Verification Services Business Leader Aon Hewitt

Ronald S. Leopold MD, MBA, MPHVP & National Medical DirectorMetlife

Lisa Horuczi Markus Director, National Communication Buck Consultants (a Xerox Company)

Jewell Lim Esposito, Esq.Partner, ERISA and Executive Compensation Constangy, Brooks & Smith, LLp

Gregg Kamas Director of Health Risk Management IMA Financial Group

Greg Limoges, CCP, CBP VP, Global Compensation, Benefits, HRIS Forrester Research, Inc.

Kim Kapker Benefits Manager Dick’s Sporting Goods

Linda LoRePresidentFredericks of Hollywood

Sally LuckHR Director, Corporate Services & Wellness CompanyHallmark Cards

Becky MacDicken Workplace Financial Education Specialist pennsylvania Office of Financial Education

David Mancl Director of the Office of Financial Literacy Wisconsin Department of Financial Institutions

Erin O’Connor, Esq. Practice Leader Cammack LaRhette

Gil Manzano Chief Administrative Officer ACI Specialty Benefits

Tim O’Neill Manager, Employee Health & Financial Wellness Meredith

Skip Massengill CEO Retirement Education Institute (CREdu™)

Kyle Orndorf SVP of Human ResourcesIMA Financial Group

Ann Mond Johnson Chairman ConnectedHealth

Mark ParabicoliManaging Director Auto & Home Voluntary BenefitsLiberty Mutual

Penny S. Moore Vice President Avivia Health for Kaiser permanente

Janet N. Parker, SPHR. GPHR Chief Global Membership Officer SHRM

Jennifer Norberg Director, Health & Wellness Hallmark Business Connections

Christopher Parks Founder & CEO Change:Healthcare

Ouida Peterson VP of Education COnEXIS

Patricia Pitsch Director of Medical Benefits BnSF Railway

Aimee Prawitz, Ph.D. Director of Research personal Finance Employee

Al Schubert VP, Managed Care & Health Policy VSp Vision Care

Cindy PulidoSr. Manager, Global BenefitsSymantec Corporation

Wendy Sherry VP, Product Development CIGnA

James Reid President Aetna Voluntary plans

Jesse Slome Executive Director American Association for Long Term Care Insurance

Jeff Rubleski Director of Sales Strategy Blue Cross Blue Shield

Linda Southard President & Founder Work & Well

Peter Saravis Co-Founder & CEO Evive Health

Leia Spoor Wellness Manager Baylor Health Care System

Joe Saari President & CEO precision Information

Roger Staubach Former Dallas Cowboys Quarterback & Business Leader

Becky Stephenson President & CEO VersaClaim, Inc.

Andrew Sykes Chairman, Health at Work Wellness Actuaries, Chicago

Monica Toth Area VP, Compliance Gallagher Benefit Services, Inc.

Mark Weinstein President & CEO Independent Colleges & Universities Benefits Association, Inc.

Jack Towarnicky Consultant EBn Advisory Board Member

Karl Weiss Manager, Recognition & Culture Eddie Bauer, LLC

David Tyrie Managing Director, Personal Retirement Services Bank of American Merrill Lynch/ Merrill Lynch Wealth Management

Bob West ERISA Attorney

Jason Vavra Managing Member Vavra Capital Management

Alice Whinnery CEO LFE Institute

Jim Wachtel National Sales Director HealthCheck 360

Susan Windham CEO The EDSA Group

Paul Wallace Medical Director, Health & Productivity Management Programs Kaiser permanente


Peer-Driven Networking SessionsThese small group sessions offer the rare opportunity to discuss your challenges and brainstorm solutions with your fellow benefit managers and directors from across the nation. Choose from four sessions, moderated by Employee Benefit News editors:

Mid-size & Large companies: Focusing on the employee benefit concerns of companies with 1,000 or more employees.

Small companies: This session will focus on the employee benefit concerns of companies with up to 1,000 employees. (Discussion led by Dominic Spinella III, HR Director, Stewart Stainless Supply, Inc.).

public sector/Government organizations: This session will focus on the employee benefit concerns of companies in the public and governmental sectors.

non-profit organizations: This session will focus on the employee benefit concerns of non-profit and tax-exempt organizations.

Discussion topic examples: Health Care Reform, Cost Containment, Negotiation Tactics, Employee Communication and Engagement.

Benefits Forum & Expo Helps You Keep in Shape! Energize before a day of learning.

The Pilates Class & Breakfast

Before tackling the conference, participate in this fun early morning pilates class, followed by a healthy breakfast.

Sponsored by:

4th Annual Fun Run

Join your fellow attendees and get energized during this early morning 2K run/walk. The Fun Run has a limited capacity of 50 people so be sure to sign up early!

Walk forUltimate Health

Enter the WALK FOR ULTIMATE HEALTH CHALLEnGE! Take the first step by walking to the Ultimate Health Matters Registration table to get your free pedometer and your participation will allow you to win free prizes. All you have to do is WALK!

Sponsored by:

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Networking Opportunities

Event Highlights

Stay Healthy.Stay Fit.

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2011 Grand CelebrationIf you missed it, last year’s Grand Celebration at the beautiful setting of the Pool Deck and Beach at the Boca Raton Resort was the talk of the event. Spectacular sunset, great music, food and drinks a-plenty made last year’s event a truly memorable event.

This year we are ready to top it! Join us for the 2011 Grand Celebration at the Dallas Cowboys Stadium*.

Sponsored by:

*Contingent on NFL schedule, approved in April

An Afternoon at the Benny’s

Walk the red carpet and help us congratulate the top five benefits professionals of the year. This awards program promises to be different from anything you’ve experienced before with the audience becoming part of the show. Laugh along with our “special performers” as the conference wraps up in an entertaining grand “Oscar Night” style for the 20th Anniversary of the Benny Awards sponsored by VSP Vision Care. Also in the spotlight, will be the Broker of the Year award recipient. Benefits Bingo winners and the grand prize winner will be selected in a live drawing during this final session - you must be present to win! At this delightful, fun-packed final session, everyone leaves as a winner!

Sponsored by: ®

20th Annual Benny Awards

Participate in this year’s Benefits Bingo, and you might just WIN BIG! Visit all the exhibit booths listed on the Benefits Bingo card (provided when you check in on site) and you’ll be entered to win several cash prizes throughout the event, as well as the grand prize to be announced!

Win Big!Benefits Bingo/ Prize Giveaways

Celebrate!

Here is the chance for yourBenefits and HR department to shine!The Benefits Forum and Expo is accepting nominations for the Fourth Annual Benefits i-COMM Awards. This is your opportunity to share your success stories and creative internal communications with the industry.The awards will be presented at the Benefits Forum & Expo on September 25th.

HOW TO EnTERFill out the online nomination form and e-mail all supporting documents to [email protected] with the name of the company you are submitting for in the subject line.

Celebrating the best internal communication of benefits.

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Agenda at-a-GlanceSunday, September 25, 2011 Pre-Conference Workshops 8:00 AM

REGISTRATIOn OpEnSSponsored by:

9:00 AM – 4:00 pM

pRE-COnFEREnCE WORKSHOpFinancial Wellness at Work: Identifying the Bottom-Line Benefits of Greater Employee EngagementJudith Cohart, President, personal Finance Employee Education Foundation (pFEEF)See detailed agenda for the sessions in this workshop.

2:50 pM – 3:10 pM

Refreshment Break

3:10 pM – 4:00 pM

NEW!

CFO pRE-COnFEREnCE WORKSHOpCFO’s Responsibilities With Regards To Employee Benefit plan Audits

Main Conference Begins4:30 pM

Welcome and presentation of Awards • I-COMM Awards

4:45 pM

KEYnOTE ADDRESS positive Leadership: Restoring a Culture of Confidence

5:45 pM

Opening Reception in the Exhibit HallSponsored by:

Monday, September 26, 20116:30 AM - 7:30 AM

pilates Class & Breakfast Sponsored by:

7:00 AM

Registration OpensSponsored by:

7:15 AM

Continental Breakfast in the Exhibit Hall 8:15 AM

Welcome by Conference Co-Chairs 8:30 AM

KEYnOTE ADDRESSBuilding Your Success: Best practices for the Biggest Benefits Challenges9:45 AM – 10:45 AM

Breakout Sessions

Dependent Eligibility Audits Make Good Business Cents

pAnEL DISCUSSIOn: What’s next? Looking Beyond Today’s Spending Account Options to the next Big Thing

pAnEL DISCUSSIOn: Optimize ROI of Wellness By Creating a Culture of Health

Engaging Employees through Traditional and Social Media

Hear Ye! Health plan notice Requirements

What if There was a Money pill? Financial Security and Workplace Wellness

Top Trends in Voluntary Benefits

plan Operational Failures – What You Should Keep Your Eyes On

10:45 AM

networking Break Sponsored by: 11:00 AM Breakout Sessions

Health Risk Management: Where Innovation and Strategy Meet Results

The Out-of-network Blues: How Benefit Managers Can Help

What the HEALTH is Happening to America?

Data-Driven, Value-Based personalized Health Communications

Leave Stacking: Managing Multiple Leave Entitlements Simultaneously

401(k) Fees: Transparency & Beyond

Health Reform in a nutshell: What Businesses need to Know

CFO Keynote: The CFO Strategist

12:00 pM

Luncheon in the Exhibit Hall

1:30 pM

Peer-Driven Networking Sessions

Mid-Large Companies For companies with 1000+ employees.

Small Companies For companies with less than 1000 employees.

public Sector OrganizationsFor companies in the public and government sectors.

non-profit Organizations For non-profit and tax-exempt organizations

Exhibit Hall Hours

Sunday, September 255:45 PM – 7:30 PM

Monday, September 267:15 AM – 8:15 AM12:00 PM – 2:30 PM5:20 PM – 6:15 PM

Tuesday, September 2712:00 PM – 2:00 PM

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Cost Containment

Health Care

Wellness

Employee Engagement

Legal & Regulatory

Retirement and Personal Finance

Voluntary Benefits

CFO NEW!

Key to Breakout Sessions

2:30 pM Breakout Sessions

Bending the Medical Trend Curve – Strategies to Increase Quality and Reduce Costs

Results of the 2011 Health plan Member Satisfaction Study

Develop a Wellness Dashboard

The Art & Science of Employee Communication

401(k) and 403(b) plan ERISA Disasters

preventing a Depression Generation: Igniting positive Financial Behaviors Among Younger Workers

Hospital Indemnity plans – Supporting Consumerism in Health Care

Reducing Liability for Retirement plan Fiduciaries

3:30 pM Breakout Sessions

It’s not What Your Employees Know, It’s What They Act Upon That Costs You

Consumer-Directed, Value-Based and participant-Centric: Making the Balance Work

Fit by 14-Inches: One School District’s Quest to Improve Grades Through an Integrated Employee and Student Wellness program

Session to be Announced


401(k) provider Search

Voluntary Benefits to the Rescue

CFO Decision to Make HR a Strategic Business partner

4:45 pM

KEYnOTE ADDRESSRoger Staubach: Facing the Challenge of Building a Strong Team

5:20 pM

Exhibit Hall Meet-n-Greet With Roger Staubach & photos

BEnEFITS BBQ

7:00 pM

Grand Celebration at the Dallas Cowboys StadiumSponsored by:

Tuesday, September 27, 20116:45 AM

Fun Run

7:30 AM


7:30 AM

Continental Breakfast

8:15 AM

presentation of the Fun Run Awards

8:30 AM

KEYnOTE pAnELBenefit practices at the “Best Companies to Work for in America”

9:45 AM Breakout Sessions

Beyond Value: The Move to Behavioral-Based Design

Creating a Culture of Total Health

The Five Myths of performance-Based Wellness

Triggers and Barriers to Engagement

Essentials of plan Governance

Creating Financial Inclusion

Federal CLASS Act Evaluation

Smart people, Dumb Decisions

10:45 AM

networking Break

11:00 AM Breakout Sessions

private Exchanges: new Ways to Find Insurance

Cost Transparency: The Key to Helping Employees Make Smart Decisions with their Health Care Dollars

Stress Resilience: A Model for Managing Workplace Stress

Most Effective Ways to promote Health Care Accountability: Two Sides of the Coin

COBRA: Subsidy Results and How COBRA is Changing

The Educated Retiree

Chew on This: The Health Care Reform Changes Dental Benefits – Is Vision next ?

CFO Closing Keynote

12:00

Luncheon

2:00 pM

An AFTERnOOn AT THE BEnnY’S The Red Carpet 20th Anniversary Benny Awards Extravaganza Sponsored by:

®

Conference Grand Finale & prize Giveaways

3:00 pM

Conference Concludes

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Pre-Conference AgendaSunday, September 25, 20119:00 AM – 4:00 pM Pre-Conference 1

pRE-COnFEREnCE WORKSHOp Financial Wellness at Work: Identifying the Bottom-Line Benefits of Greater Employee Engagement

9:00 AM – 9:05 AM Welcome and Opening RemarksDave Albertson, Editorial Director, Employee, Benefits Group, SourceMedia Judith Cohart, President, Personal Finance Employee Education Foundation (PFEEF) 9:05 AM – 9:55 AM PRE-CON

Secrets for Building the Most Successful Employer Financial Education programs Learn how Annette Grabow built such a program without spending a dollar of the company’s money or increasing fees to plan participants. • Design a financial education program that affects lifelong

behavioral change in the way employees save, invest and manage their money.

• Financial education can transform your a workforce to make them more proactive, motivated and engaged

• Why financial education is an important part of your responsibility as a retirement plan fiduciary

• Track the success of programs and get necessary management buy-in to make financial education a key component of your overall benefits package.

Annette Grabow, Manager of Retirement Benefits, M.A. Mortenson Company, 2010 Benny Award Winner

9:55 AM – 10:15 AM REFRESHMEnT BREAK

10:15 AM – 11:15 AM PRE-CON

pAnEL DISCUSSIOnRetirement Employee Education Focus—Surveying the Landscape Learn from our team of experts as they demystify the latest ERISA legislation and trends and give you step-by-step guidance on how you can stay ahead of the curve as a retirement plan fiduciary in a very rapidly changing legal environment.• Why liability exposure is increasing for most plan sponsors

and what you can do to stay ahead of the curve so that your company bucks this trend.

• Who is really a fiduciary, who is not a fiduciary, and what exactly this means in today’s legal climate

• How to protect yourself, your investment committee and your company from legal liability by effectively managing your retirement plan and providing employees with educational tools and programs to help them make informed investment decisions.

MODERATOR: Alice Whinnery, CEO, LFE InstitutePANELISTS: Trisha Brambley, President, Resources for Retirement, Chair, ERISA Advisory panel Skip Massengill, CEO, Retirement Education Institute (CREdu™)Bob West, ERISA Attorney

11:20 AM – 12:20 pM PRE-CON

pAnEL DISCUSSIOnHealthy people, Healthy Bottom LineDiscover new research proving the link between financial wellness and physical health and learn how you can build a financial wellness program that reduces health care claims by reducing stress-related illness. • Financial issues that cause employees the most stress and the most effective programs to address them• Employers that integrate financial wellness into their overall

programs reduce occurrences of certain diseases• How employers are adapting their overall wellness and

financial wellness programs to mitigate both employer and employee cost increases from health care reform

• What health care industry experts think you need to be doing today to manage health reform from both a cost and communications perspective

MODERATOR: Susan Windham, CEO, The EDSA GroupPANELISTS: Carol Klusek, Head of Retirement and Financial Benefits, Aetna, Inc.Gil Manzano, Chief Administrative Officer, ACI Specialty BenefitsJeff Rubleski, Director of Sales Strategy, Blue Cross Blue Shield

12:30 pM – 1:50 pM PRE-CON

LUnCHEOn KEYnOTE Black, White and Read: Communicating the need for Financial Literacy Hear why financial education is predicted be one of the most critical employee benefits of this decade and beyond. Discuss the evolution of financial education as a company benefit, what employers are doing today in the field of financial education and what the future holds. SHRM’s Janet Parker will share why ALL employers will need to develop financial education plans to successfully compete and how the employer of the future will use financial education as a critical component of their benefits, wellness, retirement and employee engagement strategies.• Why financial education is critical to effectively managing

health care reform• How employers can use financial education to dramatically

improve their employees retirement preparedness and reduce massive costs associated with employees delaying retirement

• How financial education programs are helping employees navigate increasingly complex benefits offerings.

Janet Parker, Chief Global Membership Officer, SHRM

2:00 pM – 2:50 pM PRE-CON

pAnEL DISCUSSIOnBest practices in Financial EducationDiscover best practices you can use to build a financial education program tailored to the needs of your workforce from a panel of plan sponsors and experts who have built highly successful financial education programs from the ground up.• Assess your employees’ financial wellness and overall

retirement plan preparedness • Design and deploy a financial education program that

directly addresses your employees’ needs and your strategic HR objectives

• Effectively market your financial education programs to garner high levels of employee participation

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September 25-27, 2011 Hyatt regency, Dallas, tXRegistration Opens

8:00 AMSponsored by:

Main Conference Begins4:30 pM – 4:45 pMWelcome and presentation of Awards

Presented by:

David Albertson, Editorial Director, Employee Benefits Group, SourceMediaKelley Butler, Editor-in-Chief, Employee Benefit News

4:45 pM – 5:45 pM

KEYnOTE ADDRESSpositive Leadership: Restoring a Culture of ConfidenceConfidence, trust and job satisfaction are at historic lows, but positive psychology expert Shawn Achor knows how to restore confidence in the workplace. By studying managers who maintained high levels of success and leadership during the most challenging of times, he found that our brains create confidence when we truly believe that our behaviors can help us achieve the outcomes we desire. Based on the science of positive psychology and case studies built from his work with companies in the midst of an economic collapse, Achor will offer practical advice on how to keep employees motivated and engaged.

Shawn Achor, Harvard Researcher & Positive

Psychology Expert

5:45 pM – 7:30 pM

Opening Reception in the Exhibit HallSponsored by:

• Select the right financial education vendor for your specific needs and evaluate the effectiveness of your financial education programs

MODERATOR: Liz Davidson, Founder & CEO, Financial FinessePANELISTS: Annette Grabow, Manager of Retirement Planning, M.A. Mortenson Company, 2010 Benny Award WinnerBecky MacDicken, Workplace Financial Education Specialist, pennsylvania Office of Financial EducationDavid Mancl, Director of the Office of Financial Literacy, Wisconsin Department of Financial Institutions

2:50 pM – 3:10 pM REFRESHMEnT BREAK

3:10 pM – 4:00 pM PRE-CON

pAnEL DISCUSSIOnTracking Success—Measuring What You ManageFind out how you can measure the return on investment of your financial education programs with minimal time, expense and resources.• How financial education directly impacts your organizations bottom line• Average per employee cost savings from a financial education program

and where these costs savings come from (increased performance/productivity, reduced turnover, savings on health care, etc.)

• How to calculate a tangible return on investment to garner support and funding from the executive team

MODERATOR: Joe Saari, President and CEO, precision InformationPANELISTS: Lisa Blasdale, Senior Benefits Manager, Staples, Inc.Tim O’Neill, Manager, Employee Health & Financial Wellness, MeridithAimee Prawitz, Ph.D., Director of Research, personal Finance Employee

2:00 pM – 4:00 pM Pre-Conference 2

NEW! CFO pRE-COnFEREnCE WORKSHOp: 3 CpE CreditsCFO’s Responsibilities With Regards To Employee Benefit plan AuditsThis session is a must-attend for every CFO taking an active role in the administration of their company’s employee benefit plans. This session will provide the foundation every CFO needs in order to properly weigh-in on their company’s employee benefit plan audits and oversight.• What every CFO should expect in the annual audit of their Employee

Benefit Plan (EBP)• Fiduciary Responsibilities• Regulatory Filings• DOL Expectations• 401(k) Diagnostics• Speaking the Language of the EBP Professionals • Investment Oversight• Risk AssessmentGary Broder, Senior Partner, Salibello & BroderHosanna Custodio, Audit Manager, Salibello & BroderBob Hamilton, Senior Manager, Salibello & Broder

4:00 pM pRE-COnFEREnCE WORKSHOpS COnCLUDE

9


Monday, September 26, 2011Conference Agenda | Continued

Monday, September 26, 20116:30 AM – 7:30 AM

pilates Class & Breakfast Sponsored by:

7:15 AM


7:15 AM – 8:15 AM

Continental Breakfast in Exhibit Hall

8:15 AM – 8:30 AM

Welcome by Conference Co-ChairsDavid AlbertsonEditorial Director, Employee Benefits Group, SourceMediaKelley ButlerEditor-in-Chief, Employee Benefit News

8:30 AM – 9:30 AM

KEYnOTE ADDRESSBuilding Your Success:Best practices for the Biggest Benefits ChallengesHow do the best companies make their benefits a success? And, how can you use what they already know? In this fast-paced presentation, Jennifer Benz will lead us through the case studies that are making headlines: rolling out the newest results-based wellness incentives, driving health care consumerism, launching dynamic benefits websites and mobile tools, and making the most of health care reform. Sharing the stories of leading Fortune 500 companies, from their benefits strategy to plan design to communications, she’ll show how they turn their biggest challenges into their biggest success. And, exactly how you can do the same. Attendees will gain strategic insights and practical, usable tips on a variety of benefits topics, including:• Wellness plan design and incentives• Best practice benefits communication, including the latest social media and mobile strategies• Promoting health care consumerism, retirement savings and financial wellness

Jennifer Benz, Chief Strategist & Founder, Benz Communications

Breakout Sessions 9:45 AM – 10:45 AM | Continued

9:45 AM – 10:45 AM

Cost ContainmentDependent Eligibility Audits Make Good Business Cents• Learn how Dick’s Sporting Goods is

reaping the benefits from a dependent eligibility audit of their 27,000 employees in 40 states

• Prepare for the audit process and discover how it produces substantial return on investment

• Equip yourself to adopt a dependent eligibility audit for your company as one of the most effective cost containment solutions available

Chris Heinefield, Dependent Verification Services Business Leader, Aon HewittKim Kapfer, Benefits Manager, Dick’s Sporting Goods, Inc.

Health Care

pAnEL DISCUSSIOn: What’s next? Looking Beyond Today’s Spending Account Options to the next Big Thing• As employee spending programs

mature and provisions of health care reform continue to roll out, glimpse the newer and better options that make sense for employees

• Prepare for trends that will shape your benefits package in 2014, 2016 and 2018

• Know what to expect in future benefits packages that can help better position your company in the marketplace by streamlining the process of implementation

Ralph Bernstein, Senior Vice President and Business Leader, U.S. Bank Healthcare payment SolutionsJeff Hancock, VP of Product Management, TSYS Jeff Bakke, EVP of Strategic Planning & Business Development, LH1

Wellness

pAnEL DISCUSSIOn: Optimize ROI for Wellness By Creating a Culture of Health• Key steps to implementing a

coordinated program• Motivating employees to achieve

behavior change• Using communication and technology

tools to establish meaningful connections with health

• Learn how the Healthy Dominoes program holds everyone accountable with a health risk assessment.

• Consider adventure wellness: Get your staff outside and healthy

Joseph Abraham, VP, Compensation, Benefits & Shared Services, Domino’s pizzaSally Luck, HR Director, Corporate Svcx and Wellness, Hallmark CardsJennifer Norberg, Director, Health & wellness, Hallmark Business ConnectionsLeai Spoor, MPH, Wellness Manager, Baylor Health Care SystemKarl Weiss, Manager, Recognition & Culture, Eddie Bauer, LLC

Employee Engagement Engaging Employees Through Traditional and Social Media• Empower your employees to make

more informed health care decisions by effectively communicating the resources and tools available to them

• Hear about the innovative tactics The Home Depot employs to drive utilization of their benefits programs and help employees take and active role in their health care

• Gain insight into how social media can help companies engage employees in health care programs

Ann Marie Kelly, Manager, Medical Plans, The Home DepotCindy Pulido, Sr. Manager, Global Benefits, Symantec CorporationEvan Falchuk, President & COO, Best Doctors

Legal & Regulatory Hear Ye! Health plan notice Requirements• Did you know there are more than

TWENTY different participant notice and disclosure requirements under ERISA, HIPAA, COBRA and other laws?

• This session will explain the various notices that are required, when they are required and acceptable methods of delivery (including electronic delivery rules)

• Receive sample notice language and a compliance checklist

Monica Toth, J.D., Area Vice President – Compliance, Gallagher Benefit Services, Inc.

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Breakout Sessions 9:45 AM – 10:45 AM | Continued

Retirement and Personal Finance What if There was a Money pill? Financial Security and Workplace Wellness• With so much focus on health and

wellness to increase productivity and reduce costs, are employers overlooking a critical component in their wellness strategy? What about financial health?

• Efforts to improve American’s health and finances have operated on two separate, but parallel tracks – understand how they are intertwined together and the effect that has on the employee

• Adding a “money pill” comprised of financial behavior modification and income protection to the traditional wellness formula can significantly enhance the effectiveness of wellness initiatives

Ronald Leopold, MD, MBA, MPH, VP National Medical Director, US Business, MetLife

Voluntary BenefitsTop Trends in Voluntary Benefits• Comparing year-to-year survey results

of HR professionals on voluntary benefits they currently offer

• Understand the value of voluntary benefits in an employer’s portfolio

• Learn about the latest voluntary trends

Mark Parabicoli, Managing Director Auto & Home Voluntary Benefits, Liberty Mutual

CFO NEW! plan Operational Failures-What You Should Keep Your Eyes On• DOL Hot Buttons• Self-correction• Compliance programs

Gary Broder, Senior Partner, Salibello & Broder

Bob Hamilton, Senior Audit Manager, Salibello & Broder

10:45 AM – 11:00 AM

networking BreakSponsored by:

11:00 AM – 12:00 pM

Breakout Sessions

Cost ContainmentHealth Risk Management: Where Innovation and Strategy Meet Results• Case Study: $600,000 reduction in

health care expenses • Targeted health interventions reduced

per member per month spend by $63• Learn how to incorporate an effe

your company with similar cost savings results

Gregg Kamas, Director of Health Risk Management, IMA Financial GroupKyle Orndorff, Senior Vice President of Human Resources, IMA Financial Group

Health Care

The Out-of-network Blues: How Benefit Managers Can Help• #1 Employee Complaint: “I went to an

in-network hospital, so why do I have all of these out-of-network bills?”

• How to communicate the message that just because the hospital is “in-network” its contracted specialists such as the radiologist, pathologist and anesthesiologist may not be

• Gain tools to assist employees and avoid the in-network/out-of-network confusion

Becky Stephenson, RN, MBA, CPC, CPC-H, President & CEO, VersaClaim, Inc.

Wellness


Employee Engagement Data Driven, Value-Based personalized Health Communications• DTE Energy, like many other employers,

realized that health care coverage alone did not result in high levels of adherence to medication and screening guidelines.

• By providing data driven, value-based personalized health communications, without any changes in plan coverage or incentives, significant results were achieved

• Develop a similar strategy to increase HRA while contributing to a culture of empowered and informed consumers

Susan Bailey, MS, CHES, IC, Program Manager - Health & Wellness, DTE EnergyPeter Saravis, Co-Founder & CEO, Evive Health

Legal & Regulatory Leave Stacking: Managing Multiple Leave Entitlements Simultaneously• With the explosion of FMLA leaves,

leave stacking is unavoidable making things even more complicated than before

• Gather required knowledge of leave differences to minimize risk and comply with regulations for correctly administering multiple leaves

• Understand the difference between common leave entitlements with hands-on practice in this session

Linda Southard, President and Founder, HR & Leave Managers

Retirement and Personal Finance 401(k) Fees: Transparency & Beyond• Review the most recent Labor

Department regulatory guidance on fee disclosure

• Identify early compliance actions (Jan. 1, 2012 deadline)

• DOL estimates of compliance costs and anticipated benefits–estimated savings of $12.2 billion from 2012 to 2021

Jack Towarnicky, Consultant, EBn Advisory Board Member

Cost Containment

Health Care

Wellness

Employee Engagement

Legal & Regulatory


Voluntary Benefits

CFO NEW!


11



Cost ContainmentBending the Medical Trend Curve–Strategies to Increase Quality and Reduce Costs• Strategies for implementing cost

savings initiatives without reducing plan coverage

• Case Study: Discover how Adventist HealthCare’s program was able to double the number of employees/dependents who complied with preventative screenings

• Find out how your company can consistently decrease spending year after year by integrating four key elements of management and strategy

Elyse Kaplan, Senior Vice President, Human Resources, The Ratner CompaniesErin O’Connor, Esq., Practice Leader, Cammack LaRhette

Health Care

Results of the 2011 Health plan Member Satisfaction Study• See how companies stack up: Aetna,

CIGNA, Kaiser Permanente, Aflac, Blue Cross Blue Shield, Oxford, UnitedHealthcare

• Key factors that drive satisfaction among health plan members

• Learn how your company’s health plan compares

Jim Dougherty, Director, Healthcare Practice, J.D. power and Associates

WellnessDevelop a Wellness Dashboard • Capturing key metrics helps connect

investments with short and long term results

• Learn about the most useful metrics– why, what, how and when to evaluate your wellness program

• Using a dashboard to modify strategies that improve employee attitude, behavior and health

Lisa Choate, Co-Founder, Partner, Ultimate Health Matters

Breakout Sessions

Voluntary BenefitsHealth Reform in a nutshell: What Businesses need to Know• Key components of the national health

care reform bill and the value it has on an organization’s utilization of voluntary benefits

• Understanding the changes that health care reform has on voluntary benefits

• Tips for communicating benefits changes as it relates to voluntary benefits

Ron Agypt, Senior Vice President of Market Development and Broker Sales, U.S., Aflac

CFO NEW! CFO Keynote: The CFO Strategist• Strategies for managing costs• Implementation of the benefits plan• Tips for CFO successSpeaker to Be Announced

•MID-SIZE&LARGECOMpAnIES This session will focus on the employee benefit concerns of companies with over 150 employees on up to 1000+ employees.

•SMALLCOMPANIES This session will focus on the employee benefit concerns of companies with less than 150 employees. Discussion led by: Dominic Spinella III, HR Director, Stewart Stainless Supply, Inc.

•PUBLICSECTORORGANIZATIONS This session will focus on the employee benefit concerns of companies in the public and governmental sectors.

•NON-PROFITORGANIZATIONS This session will focus on the employee benefit concerns of non-profit and tax-exempt organizations.

1:30 pM – 2:25 pM

Peer-Driven Networking Sessions

These small group sessions offer the rare opportunity to discuss your challenges and brainstorm solutions with your fellow benefit managers and directors from across the nation. Choose from four sessions, moderated by Employee Benefit News editors & Benefits Experts

Breakout Sessions2:30 pM – 3:25 pM11:00 AM – 12:00 pM | Continued

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12:00 pM – 1:30 pM

Luncheon in the Exhibit Hall


Employee Engagement The Art & Science of Employee Communication• How the Kalamazoo County (Michigan)

government devised a communications strategy with a wellness consultant and communications partner that is proving effective at improving employees’ attitudes and behaviors related to health and wellness

• Learn how information gathered from sources such as claims data, surveys and Google analytics were used to support crafting messages to employees

• Hear how combining data with technology and creativity proved to be a winning combination for having a positive effect on employees embracing health and wellness

Anne Conn, Assistant Human Resources Director, Kalamazoo County Government, Michigan

Legal & Regulatory 401(k) and 403(b) plan ERISA Disasters• ERISA disasters have crippled

American businesses–Learn how you can protect your 401(k) and 403(b) plan avoid common retirement plan disasters

• Failing to detect and correct ERISA violations can result in increased HR and management man hours, strained employee relations, tax sanctions from the IRS and fiduciary breach claims from the DOL

• This session is a must for HR professionals who need to be able to identify ERISA issues in their everyday work

Jewell Lim Esposito, Esq, Partner - ERISA and Executive Compensation, Constangy, Brooks & Smith, LLp

Retirement and Personal Finance preventing a Depression Generation: Igniting positive Financial Behaviors Among Younger Workers• After the recent economic downturn,

most 20 and 30-somethings are either saving less or taking a more conservative approach to long-term investing which may prevent them from being adequately prepared for retirement

• Implications of delayed saving and lower risk tolerance among younger workers and how to highlight age-specific financial advice in the workplace

• Learn innovative ways to engage younger employees to prepare for their future with greater confidence and embrace company retirement benefit plans

David C. Tyrie, Managing Director, Personal Retirement Services, Bank of America Merrill Lynch/Merrill Lynch Wealth Management

Voluntary BenefitsHospital Indemnity plans - Supporting Consumerism in Health Care• As health care reform legislation is

implemented, questions arise about the role of fixed-indemnity products

• While the uninsured and underinsured are expected to migrate to health insurance exchanges, a broader need across all populations for voluntary benefits is expected

• Case Study: Voluntary benefits that complement traditional medical insurance and provide additional protection from major health events

James Reid, President, Aetna Voluntary plans

CFO NEW! Reducing Liability for Retirement plan Fiduciaries• A CFO’s fiduciary responsibilities

created by the PPA in 2006• Learn how to reduce liabilities for

benefit plan fiduciaries• What happens when your

company doesn’t meet its fiduciary responsibilities?

Jason Vavra, Managing Member, Vavra Capital Management, LLC

Cost ContainmentIt’s not What Your Employees Know, It’s What They Act Upon That Costs You• Health behavior study on 3,000

employees of 80 organizations nets interesting results that your company can adopt to reach cost containment goals

• Find out which four touch points employees need to hit to take action on their health

• Learn how to effectively utilize all four touch points to net the best cost savings for your company

Shub Debgupta, M.D., CEO, Benefits Executives

Health Care

Consumer-Directed, Value-Based and participant-Centric: Making the Balance Work• Discover how a 15-employer, self-funded,

multiple employer welfare arrangement insuring 13,000 people in Florida contained costs, improved wellness and provided valuable health care benefits

• Learn how to find the right mix between consumer-directed, value-based and participant-centric plans

• Develop, integrate and implement employee health plan designs and programs that strike the right balance

Mark Weinstein, Esq., CPA, LL.M., MPH, President and CEO, Company TBD Robin Donovick, MSM, CEBS, Chief Operating Officer, Universities Benefits AssociationDiane Emery, Director of Total Rewards, nova Southeastern University

Breakout Sessions 3:30 pM – 4:20 pM

Breakout Sessions

Cost Containment

Health Care

Wellness

Employee Engagement

Legal & Regulatory


Voluntary Benefits

CFO NEW!


13



Wellness

Fit by 14-Inches: One School District’s Quest to Improve performance Through an Integrated Employee and Student Wellness Strategy• Research linking health with employee

and student performance sparked Brighton school district’s progressive wellness strategy – “Fit by 14”

• Consumer directed health plans and the latest fitness tracking technology net remarkable results

• Learn what best practices were used in the implementation of benefit design and wellness

Andrew Sykes, Chairman, Health at Work Wellness Actuaries, ChicagoRuth DeCrescentis, Head of Benefits and HR, Brighton District, Colorado

Employee Engagement Session and Speaker to be Announced

Legal & Regulatory

Session and Speaker to be Announced

Retirement and Personal Finance 401(k) provider Search• At its peak in the early 1990s, there

were more than 2,000 record-keepers serving retirement plans – today there are fewer than 60

• In light of service provider profit pressures from declining margins vs. sponsor fee sensitivity caused by DOL fee-disclosure regulations, how does a plan sponsor find the right 401(k), 403(b) and non-qualified plan service provider at the right price?

• Learn how to compare vendors and decide who should handle the search– internal resource, consultant, or broker.

• Meet the challenge of restructuring provider relationships, establish search criteria, select a multi-manager investment line-up and negotiate relationship terms/fees.

Wayne Bogosian, IAF, President and Managing Director, The pFE GroupGreg Limoges, CCP, CBP, Vice President, Global Compensation, Benefits, HRIS, and Recruiting, Forrester Research

Voluntary BenefitsVoluntary Benefits to the Rescue • The effects of employers facing the

triple threat: Challenging economy, tight budgets, health care changes and the impact they have on voluntary benefits

• Adopting voluntary benefits that meet a wide range of employee concerns and needs while enabling employers to effectively manage benefits and operating budgets

• Understanding workplace trends and the strategic role of voluntary products and services to meet the diverse needs of employees

Ann Dieleman, Chief Marketing & Business Development Officer, ARAG

CFO NEW! Making HR a Strategic Business partner• Helping transition HR from an

administrative role to a strategic business partner in a constantly evolving multifaceted process

• It is vital that HR assist the CFO in focusing on strategic issues in order to have an effect on business outcomes

• What do studies reveal about the partnership between the CFO and HR?

Jamie Chesler, Chief Consultant, Professor, HR professionals

Breakout Sessions3:30 pM – 4:20 pM | Continued

4:45 pM – 5:15 pM

KEYnOTE ADDRESS Facing the Challenge of Building a Strong TeamLegendary Hall of Famer Roger Staubach, former quarterback for the Dallas Cowboys, shares his insights on teamwork. Establishing a rapport with his teammates helped the Cowboys become Super Bowl Champions. Those skills proved valuable as he later went on to become Chairman and Chief Executive Officer of his own commercial real estate company. Staubach shares his best insights for leadership in the face of adversity.Roger Staubach, Hall of Fame, Former Quarterback of the Dallas Cowboys and Business Leader

5:20 pM

Exhibit Hall Meet-n-Greet With Roger Staubach & photosBenefits BBQ7:00 pM

Grand Celebration at the Dallas Cowboys StadiumSponsored by:

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Tuesday, September 27, 2011

Cost ContainmentBeyond Value: The Move to Behavioral-Based Design• Despite implementing value-based

insurance design with financial incentives, many employees still do not act.

• Learn a more effective way to change behavior to garner even greater results.

Rex Gale, Principal, Buck ConsultantsPatricia Pitsch, Director Medical Benefits, BnSF Railway

Health Care

Creating a Culture of Total Health• Addressing an organization’s entire

health spectrum with complete care management for healthy employees, for those at risk and for those with chronic conditions

• Instilling a corporate culture of health with coaching and Web-based tools that support positive lifestyle choices and behavioral changes

• Discover ways to support healthier lifestyles so the workforce can be more productive and deliver improved performance

Jeffrey M. Davis, MD, MPH, Medical Director, National Sales and Account Management, Kaiser permanent;Chief Medial Officer, Avivia HealthPenny S. Moore, Vice President, Avivia Health

Wellness

The Five Myths of performance-Based Wellness• Employers still think they are at the

mercy of ever-increasing health care costs – but they’re not

• Dispel the myths that prevent you from treating health and wellness like the rest of your business

• Deciphering the statistics of performance based care- what the numbers really say about the value of your program

Jim Wachtel, National Sales Director, Healthcheck360

Employee Engagement Triggers and Barriers to Engagement• National Survey Results: Key triggers to

increase worksite program participation• Focus groups of employees, spouses

and physicians share what they found most engaging

• Decide which of strategies would best serve your organization

Larry Boress, President & CEO, Midwest Business Group on Health

Legal & Regulatory

Essentials of plan Governance • Who needs a plan governance program? • Designing a committee structure:

roles and responsibilities• Performance matrices to ensure

accountabilityGary Broder, Senior Partner, Salibello & BroderBob Hamilton, Senior Audit Manager, Salibello & Broder

Retirement and Personal Finance Creating Financial Inclusion• Ethnicity, followed by gender, are the two

biggest predictors of investing, saving and health care behavior, despite the fact that only two-percent of retirement assets are managed by women and people of color

• Learn how to maximize your company’s entire talent pool and create a financial inclusive environment that fosters competitive advantage.

• Create a roadmap to create to an inclusive financial inclusion by engaging all employees and an increasingly diverse consumer audience

Lisa Horuczi Markus, Director, Buck ConsultantsLinda LoRe, President, Fredericks of Hollywood

Tuesday, September 27, 20116:45 AM – 7:30 AM

Fun Run

7:30 AM


7:30 AM – 8:30 AM

Continental Breakfast in the General Session Room

8:15 AM

Fun Run Awards

8:30 AM – 9:25 AM

KEYnOTE pAnEL Benefit practices at the “Best Companies to Work for in America”Moderator:Kelly Butler, Editor-in-ChiefEmployee Benefit NewsPanelists to be announced

Cost Containment

Health Care

Wellness

Employee Engagement

Legal & Regulatory


Voluntary Benefits

CFO NEW!


15

Breakout Sessions9:45 AM – 10:45 AM


Cost Containmentprivate Exchanges: new Ways to Find Insurance• Employees are finding cost-effective

alternatives for dependents and COBRA through their employer’s use of private exchanges

• Learn how one COBRA administrator effectively uses private exchanges

• Maximizing health and benefit dollars by using a private exchange creates greater value for clients

Ann Mond Johnson, Chairman, ConnectedHealth

Health Care

Cost Transparency: The Key to Helping Employees Make Smart Decisions with their Health Care Dollars• As more employers employ the power of

CDHPs to hold down healthcare costs, employees will be increasingly accountable for shopping and paying for health care.

• Show employees how to better understand the costs involved in advance of their purchases and how to reveal the hidden costs

• Increase the effectiveness of CDHPs with technology and cost transparency

Christopher Parks, Founder and CEO, Change: Healthcare

Wellness

Stress Resilience: A Model for Managing Workplace Stress• Stress management is a part of 68

percent of all wellness programs, yet surveys indicate they have been ineffective at helping manage stress

• Fostering discussions about workplace stress at the workplace is leading the way to more effective strategies for handling stress

• Using a stress resilience program to train employees how to get ahead of their stress as opposed to dealing with it after it’s occurred

Richard Citrin, Ph.D., President, Citrin Consulting

Employee Engagement Most Effective Ways to promote Health Care Accountability: Two Sides of the Coin• Best strategies for encouraging and

rewarding employees to seek high quality cost-efficient care

• Understanding the effects of health care’s shift from “pay for volume” to “pay for performance”

• Increase employee satisfaction by enhancing the health care delivery system

Wendy Sherry, Vice President, Product Development, CIGnA Corporation

Legal & Regulatory COBRA: Subsidy Results and How COBRA is Changing• What did the subsidy do to COBRA

election rates and utilization – YOU are paying for it!

• Coordinating COBRA with National HealthCare Reform – a discussion of timing and communication mistakes

• COBRA of the future - will we still have this law to kick around after 2014?

Ouida Peterson, Vice President of Education, COnEXIS

Retirement and Personal Finance The Educated Retiree• The benefits of offering employees

an interactive retirement financial education plan

• Increase DC plan participation by employees who have access to an online Retirement Coach

• Results from recent national “Retirement Readiness Challenge”

• Selecting the right Financial Educator who can address unbiased education issues

Skip Massengill, CEO, Retirement Education Institute (CREdu™)Joe Saari, CEO, precision Information

Voluntary BenefitsChew on This: The Health Care Reform Changes Dental Benefits - Is Vision next?• Learn how the new federal mandates will

affect purchasers in all markets• Understanding the complexities of health

care reform as it relates to dental benefits• Discuss the role of ancillary benefits within

state exchanges Kris Hathaway, Director of Government Relations, national Association of Dental plansAl Schubert, Vice President-Managed Care & Health Policy, VSp Visioncare

CFO NEW! CFO Closing KeynoteSpeaker to be announced

Conference Agenda | Continued

Voluntary BenefitsFederal CLASS Act Evaluation• Health care reform includes a new

voluntary long-term care program to be offered through employers (CLASS Act).

• This session will provide a current overview of the program status and important considerations for employers/benefits specialists prior to offering (or not offering) this new Federal program

• Understanding the pros and cons that employers should consider with a federal LTC program

Jesse Slome, Executive Director, American Association for Long-Term Care Insurance

CFO NEW! Smart people, Dumb Decisions• CEO and CFO decisions have toppled

legendary companies – How can you

prevent yourself from making similar mistakes?

• Reviewing the anatomy of decision science to help the CFO avoid harmful decisions that undermine performance and destroy shareholder value

• Best tips for CFO leadership in relation to benefits plan decision making.

Rex Gale, Principal/Director Medical Benefits, Buck Consultants

9:45 AM – 10:45 AM | Breakout Sessions

11:00 AM – 12:00 pM | Breakout Sessions

10:45 AM – 11:00 AM | Morning Break

16

Tuesday, September 27, 2011

12:00 pM 2:00 pM

Lunch in Exhibit Hall

2:00 pM – 3:00 pM

An AFTERnOOn AT THE BEnnY’S The Red Carpet 20th Anniversary Benny Awards Extravaganza Sponsored by:

®

prize Giveaways

General Sessions


NEW! Calling All CFOs! Whether you are a CFO of a small business or a Fortune 500 company, your employees benefits are always top of mind. This year we have designed a separate track just for you to answer the most pressing questions and address the most pertinent issues you have. Don’t miss this unique opportunity to learn about best benefits strategies, network with your fellow CFOs from the companies large and small across the US, and hear what’s on the mind of the benefits managers.

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Monday, September 26, 20119:45 AM – 10: 45 AM

plan Operational Failure – What You Should Keep Your Eyes On• DOL Hot Buttons• Self-correction• Compliance programsBob Hamilton, Senior Manager, Salibello & BroderHosanna Custodio, Audit Manager, Salibello & Broder

11:00 AM – 12:00 pM

Keynote Address: The CFO Strategist• Strategies for managing costs• Implementation of the benefits plan • Tips for CFO successSpeaker to Be Announced

2:30 pM – 3:25 pM

Reducing Liability for Retirement plan Fiduciaries• A CFO’s fiduciary responsibilities created by the PPA in 2006• Learn how to reduce liabilities for benefit plan fiduciaries• What happens when your company doesn’t meet its

fiduciary responsibilities?Jason Vavra, Managing Member, Vavra Capital Management, LLC

3:30 pM – 4:20 pM

Making HR a Strategic Business partner• Helping transition HR from an administrative role to a strategic

business partner in a constantly evolving multifaceted process• It is vital that HR assist the CFO in focusing on strategic issues in

order to have an effect on business outcomes• What do studies reveal about the partnership between the CFO

and HR?Jamie Chesler, Chief Consultant, Professor, HR professionals

Tuesday, September 27, 20119:45 AM – 10:45 AM

Smart people, Dumb Decisions• CEO and CFO decisions have toppled legendary companies—

How can you prevent yourself from making similar mistakes?• Reviewing the anatomy of decision science to help the

CFO avoid harmful decisions that undermine performance and destroy shareholder value

• Best tips for CFO leadership in relation to benefits plan decision making.

Rex Gale, Principal/Director Medical Benefits, Buck Consultants

11:00 AM – 12:00 pM

Closing CFO KeynoteSpeaker To Be Announced

Sunday, September 25, 20112:00 – 4:00 pM

CFO pRE-COnFEREnCE WORKSHOp: CFO’s Responsibilities With Regards to Employee Benefits plan Audits This session is a must-attend for every CFO taking an active role in the administration of their company’s employee benefit plans. This session will provide the foundation every CFO needs in order to properly weigh-in on their company’s employee benefit plan audits and oversight.

• What every CFO should expect in the annual audit of their Employee Benefit Plan (EBP)

• Fiduciary Responsibilities• Regulatory Filings• DOL Expectations• 401(k) Diagnostics• Speaking the Language of the EBP Professionals • Investment Oversight• Risk AssessmentGary Broder, Senior Partner, Salibello & BroderBob Hamilton, Senior Manager, Salibello & BroderHosanna Custodio, Audit Manager, Salibello & Broder

Attention Benefits and HR Executives: Bring Your CFO and SAVE!!! Tandem Offer: CFO + Benefits/ HR Executive: $1,495 (save $300!)

Other sessions that will be of interest to the CFOs include those offered within the following tracks:

Legal & Regulatory


Cost Containment

CFO TRACK: 9+ CPE CREDITS


Exhibitors

Sponsorship and Exhibit OpportunitiesBenefits Forum is co-located with the 6th Annual Employee Benefit Adviser Summit, providing you with the rare opportunity to meet employers, advisers and consultants...all in one place!

For more information on sponsorship and exhibit opportunities contact Chris Frey at 212-803-6568 or [email protected].

Exhibit Hall HoursSunday, September 255:45 PM – 7:30 PM

Monday, September 267:15 AM – 8:15 AM12:00 PM – 2:30 PM5:20 PM – 6:15 PM

Tuesday, September 27 12:00 PM – 2:00 PM

Aetna

Aflac

Allstate Benefits

American General Life Companies

American Hearing Benefits

Ameritas Group

ARAG Group

Avesis

Avivia Health From Kaiser Permanente

Benefits Selling Magazine

Benergy

BeneScript Services, Inc.

Buck Consultants

COBRA Solutions, Inc

Colonial Life

CONEXIS

Davis Vision

eDocAmerica

eflexgroup.com

Envision Pharmaceutical Services

EPIC Hearing Healthcare

EssentialCare

Everest

Fidelity Investments

Flexible Benefit Service Corporation

Free & Clear, Inc.

Health Check 360

HMS Employer Solutions

Human Resource Executive

Humana

International Foundation of Employee Benefit Plans

Legal Access Plans, LLC

Lifesecure Insurance Company

Luther Appliance & Furniture Sales

Mayo Clinic Health Solutions

MedCom Care Management

Mutual of Omaha

My Preventa (Lachesis Biosciences Pty Ltd)

Prime Theraputics

Purchasing Power

Quest Diagnostics

SHPS, Inc.

Sibson Consulting

Society for Human Resource Management

Swiss Re

The Hartford

The Standard

Transamerica Affinity Services, Inc.

Transamerica worksite Marketing

TSYS Healthcare

UBA

Ultimate Health Matters

United Health Actuarial Services

VSP Vision Care

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2011 Sponsors & Exhibitors As of July 18, 2011

PLATINUM SPONSORS

®

GOLD SPONSORS

SILVER SPONSORS BRONZE SPONSORS


Travel & RegistrationCOnFEREnCE VEnUEHyatt Regency Reunion 300 Reunion BlvdDallas TX 75207 www.dallasregency.hyatt.com

Room Rate: $179 Attire: Business Casual

To make your reservations call the Resort directly at 214-651-1234 and ask for the Benefits Forum/SourceMedia room block. Cut off date for group rate is August 26, 2011.

Discover one of the city’s most consistent AAA Four Diamond Dallas luxury hotels where the word “welcome” is more than a greeting. Enjoy the ultimate convenience of being adjacent to the historic district and minutes from the train (connected via underground concourse), Convention Center and business, sports and shopping meccas of the city when you stay at the Hyatt Regency Dallas at Reunion.

Registration Options Early Bird Standard

Expires 7/22/2011 Expires 9/25/2011

Benefits & HR Executives Conference Pass $895 $1,295

CFO Conference Pass $895 $1,295

Government Employees Conference Pass $595 $695

All Others Conference Pass $1,295 $1,495

Pre-Conference Workshop/Financial Wellness at Work $249 $249

CFO Pre-Conference Workshop $99 $99

Exhibit Hall Only $99 $149

Grand Celebration – September 27* $99 $99

*The Grand Celebration is included with a full conference pass. However, exhibit hall only attendees must register and pay the additional fee for the Grand Celebration.

2 Easy Ways to Register WEB www.benefits-forum.comCALL 212.803.6072 or 212.803.8348

PaymentsPlease make checks payable to SourceMedia and include the name(s) of the attendee(s) on the face of the check. We accept American Express, Discover, Visa, and MasterCard. Registration fees include all meals, refreshment breaks, receptions and a copy of the conference workbook. In order to receive early bird discounts, special rates or promotions, full payment must be made prior to the offer expiration date. Any registration not paid in full at that time of offer expiration date will be subject to the current rate. Full Payment must be received 14 days prior to the event or your registration will automatically be cancelled. Registrations with declined or invalid credit cards will not be processed.

Substitutions and CancellationsSubstitutions may be sent at any time. No refunds or letters of credit are available later than the event Cut Off Date (14 Days prior to start date). All cancellations must be made in writing, submitted within 90 days prior to the Cut Off Date of the event and will be subject to a cancellation fee equal to 50% off the registration fee or a Letter of Credit which will cause forfeiture of the entire registration fee but allow one admittance to a future SourceMedia event to be used in the same year. No refunds will be issued on any Exhibit Hall Only passes.

DisclaimerSourceMedia reserves the right to cancel an event at any time. SourceMedia reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change.

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TWO HEADS ARE BETTER THAn OnE! THREE ARE BETTER THAn TWO (and less expensive!) Bring a Team and Save! Team of 3+ - Save $150 per registration Team of 5+ - Save $175 per registration Call Glen Van Dusen at 212.803.6072 or Joe Frega at 212.803.8348 to register your team.

SourceMediaOne State Street Plaza, 27th floor New York, NY 10004


SPECIAL OFFER: Register by July 22 and Save $400!


Assembling the Right Pieces foR mAximum benefit VAlueKEYnOTE SpEAKERS

Shawn Achor Harvard Researcher & Positive Psychology Expert

Jennifer Benz Chief Strategist & FounderBenz Communications

Roger Staubach Hall of Fame Quarterback of the Dallas Cowboys

2011 Sponsors As of July 18, 2011

PLATINUM SPONSORS

®

GOLD SPONSORS

SILVER SPONSORS BRONZE SPONSORS

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