Monday, May 8, 2023

8:00 AM - 11:00 AM | NABIP Workshop: Individual Coverage Health Reimbursement Arrangements (ICHRA) Certification Course

ICHRA is an evolution of the standard HRA. What makes ICHRA unique is that it can reimburse employees tax-free for individual health insurance premiums. This means employers may choose to forgo offering a traditional group health plan to employees. Instead, employees offered and accept an ICHRA, buy their own individual health insurance plan and receive tax-free premium reimbursement for some or all the cost. This plan -type puts employers in the driver’s seat. They design their plan, determine the participants, and establish the limits. 

This three-hour course provides benefits and insurance professionals the training to better advise employers (brokers, CPAs, Attorneys, consultants) and achieve a higher comprehension level of the ICHRA market. Join leading experts Mark Mixer and Annette Bechtold, REBC, ChHC, CIC HRA Council who will provide both a foundational framework and insight as to where ICHRAs are best utilized.

Course instruction will cover: 

  • Traditional Uses of HRAs and Reasons for Introduction for ICHRA
  • Federal Regulations
  • Interaction with Affordable Care Act – Affordability and Funding
  • The Individual Market
  • Employer Considerations for Viability
  • Interaction with ERISA
  • Operational Considerations
  • Broker Planning, Preparation and Considerations

8:00 AM - 5:30 PM | Registration

11:00 AM - 11:45 AM | Opening Keynote - Bet on Yourself & You’ll Always Win: Overcoming Setbacks, with Molly Bloom

How do you come back from a failure? After the FBI arrested Molly Bloom and confiscated all her earnings from her poker business, she could have given up. Instead, she used the same lessons she learned from her father that led her to come back from back surgery to be ranked No. 3 in North America in moguls, to overcome this setback. She wrote the bestselling memoir, Molly’s Game, convinced Aaron Sorkin to write the screenplay, and the film earned an Oscar nomination for Best Screenplay. In this inspiring talk, Bloom will share true stories and life lessons showing that when you bet on yourself in business, you can always win.

 Molly Bloom
  Inspirational Keynote Speaker, Entrepreneur, and Bestselling author of Molly's Game


Technology Workshop A

2:00 PM - 3:00 PM

Ditch the Dark Ages: Deliver an Engaged Modern Benefits Experience

In an increasingly automated world, members crave a modern benefits experience that’s streamlined and intuitive — like every other aspect of their life. In this best practice-packed workshop, learn how to squeeze every bit out of your plan design by harnessing the power of personalized technology and the secret weapon — behavior-changing engagement.

Supported by: MEDEFY

Technology Workshop B

2:00 PM - 3:00 PM

Elevate Your Client Relationships through Ben Admin & Payroll Integration

Join us for a conversation with Ease Co-founder David Reid to explore a simple way to integrate best-in-class solutions that solve multiple broker and employer pain points. We’ll unbox smart technology and new revenue streams to help empower you and grow your book of business — while meeting and satisfying ever-evolving client needs. In this session, we’ll showcase solutions driven through top tech integrations made to help you and your clients run a better business.

Supported by: ADP

Technology Workshop C

3:45 PM - 4:45 PM

Two Truths & A Lie: How to Challenge the Status Quo on Technology Investments

Technology in the workplace benefits space is finally catching up to consumer expectations. Brokers and carriers alike are pursuing interactions that maximize simplicity for customers – and simplicity doesn’t mean a watered-down customer experience, it means removing the friction across all touchpoints. This workshop will arm you with the right questions to help determine if the partners you’re working with are keeping up with this explosion of opportunity.

Supported by: Equitable

Technology Workshop D

3:45 PM - 4:45 PM

The Only Healthcare Solution for Small-Medium Businesses

Small-Medium businesses are constantly being priced out of the healthcare system, one that comes with limited access and yearly double-digit premium growth. As the interface of small business communities, brokers are tired of traditional healthcare plans that are too unattainable for their clients, resulting in low participation rates on plans that employees simply cannot afford to opt into. See how you can bring back choice for clients that are looking for a better way. Let's discuss the only options for SMB’s, and how they can break into the self-funded market with ease.

Supported by: Redirect Health

4:50 PM - 5:35 PM | Fast & Furious

Join us for this fun and fast-paced session, where attendees will share their best idea or piece of business advice in 60 seconds or
less. The audience will vote for the winner live and end everyone walks away with over 50 strategic ideas that can be implemented

Tuesday, May 9, 2023

7:45 AM - 5:00 PM | Registration

8:00 AM - 9:00 AM | Networking Breakfast in the Exhibit Hall

Hosted by:  

9:00 AM - 10:00 AM | Morning Keynote Address: Inside the Mind of Leader & Business Shark: A Conversation with Shark Tank Investor & FUBU CEO Daymond John

Daymond John
Shark Tank Investor, Entrepreneur, and FUBU CEO shares his inspirational stories of overcoming obstacles to achieve success


Technology Workshop E

Supported by: Garner Health

Technology Workshop F

Supported by: NexBen

Focus Workshop

Supported by: Imagine360

12:00 PM - 2:00 PM | Day Two Luncheon in Exhibit Hall & Solutions Stage Presentations

Solutions Stage Schedule

  • 12:30 PM - 12:40 PM | The Future of Benefits Billing: One Solution, and Pay Them All Hosted by AdminaHealth
  • 12:45 PM - 12:55 PM | TBC Hosted by Color Health
  • 1:00 PM - 1:10 PM | Fostering a Culture of Mental Health for All Hosted by  KOA Health
  • 1:15 PM - 1:25 PM | The Domino Effect of Investing in Primary Care: Why Employers Need DPC Hosted by Hint Connect
  • 1:30 PM - 1:40 PM | One Company. One Platform. Reducing the Total Cost of Care Hosted By The OccuNet
  • 1:45 PM - 1:55 PM |  Human Interest, SECURE 2.0 & State Mandates Hosted By Human Interest

2:00 PM - 3:00 PM | Afternoon Keynote Address: The Future of Healthcare and What You Can Do About It

This fast-paced, example-filled presentation shows how and why healthcare will change more in this decade than it did in the previous 50 years.  It explores individual implications of the revolution in medical science, new capabilities of information and communications technologies, the impact of demographic shifts in the US population, and the economy’s role in restructuring supply and demand for medical services. Reform and other changes are realistically examined, with specific recommendations for benefits advisors and other industry professionals. 

 Jeffrey C. Bauer, Ph.D.
  Health Futurist and Medical Economist


3:50 PM - 4:50 PM | Afternoon Break in Exhibit Hall & Solutions Stage Presentations

Solutions Stage Schedule

  • 4:00 PM - 4:10 PM |  Redefining Well-Being for Your Clients Hosted By Espyr
  • 4:20 PM - 4:30 PM |  Vitori Health: The Last Health Plan You’ll Ever Need Hosted By Vitori Health
  • 4:35 PM - 4:45 PM |  How Do You Pronounce ICHRA and How Can it Help Your Clients? Hosted By Take Command

Hosted by:    

4:50 PM - 5:50 PM | BenefitsPRO Broker of the Year Presentation & Panel

Jenni Bickerstaff - AHT Insurance
Nancy Giacolone - Olympic Crest Insurance, Inc.
Bryce Heinbaugh - IEN Risk Management Consultants
Dan LaBroad - Ovation Health & Life Services
Brian Uhlig - GCG Financial

6:00 PM - 8:30 PM | BenefitsPRO Party @ The Hard Rock

Wednesday, May 10, 2023

8:30 AM - 9:30 AM | Networking Breakfast

8:30 AM - 10:30 AM | Registration

10:30 AM - 12:00 PM | BEN TALKS: The Future of Benefits

Join this session to hear from the next generation of benefits professionals as they share stories and detail why there is plenty of reason to be optimistic about the future of our industry.

Bukola Ishola, Client Manager - Nava Benefits
Elsa Glorioso, VP Insurance Services - PeopleStrategy
Sims Tillirson, Regional Director, Consultant Relations - Alight
Dylan Slattery, CEO, Co-Founder - Excel Health Plans

12:00 PM - | End of Conference