Monday, April 29, 2024

7:45 AM - 5:30 PM | Registration


8:00 AM - 11:00 AM | NABIP Workshop: Voluntary Worksite Certification Course

This course was created by leading experts in the Voluntary Benefits sector. From a key group of contributors, comprised of a team of professionals that are passionate about the Voluntary Benefits industry, this course provides key technical and actionable practices driving innovation and creative sharing of information serving a wide range of client needs.

Course Hour 1: Overview & Need
  • Considerations in Voluntary / Workplace sales?
  • Definitions - Workplace, VB, Supplemental, EWB, EVB, etc. 
  • Brief Overview of Market Statistics
  • Driving Forces of Voluntary Benefits
  • Products and Trends
     
Course Hour 2: Contract Differences & Enrollment
  • Group vs Individual
  • Vendor Selection
  • Platforms
  • Employee Engagement
     
Course Hour 3: Implementation/Administration & Compliance
  • Administration
  • Licensing
  • Compensation
  • Tax
  • Billing
  • Taxation
  • Claim Integration
     

Instructors: Jack Holder President, EBIS and Trevor Garbers Voluntary Advantage 

*additional fee and registration required.


9:45 AM - 10:45 AM | Hospital Negotiation Noise – How to turn Down the Volume

*This workshop is by invitation only.  
There are a limited number of spots available and pre-registration required. This session is exclusively for benefits advisors who register for the BenefitsPRO Broker Expo. Light breakfast will be included. 


11:00 AM - 11:45 AM | Opening Keynote - Adapt to Win: Lessons from the Greatest of All Time Jeopardy! Champion, Ken Jennings

How should organizations adapt to change, especially in a world like today's where the changes are so constant and dramatic? In 2020, Ken Jennings was invited back onto Jeopardy! for a "Greatest of All Time" tournament, but it was a very different quiz show from the one where he won 74 games in a row in 2004. In this fascinating keynote, Ken will share backstage secrets of tactics and technology, and what he learned about preparation, agility, fast adaptation, strategy and risk on the way to becoming the show's "GOAT."

Ken Jennings, Greatest Jeopardy! Player of All Time, Jeopardy! Host & Best-Selling Author

Location: Aurora CD
EDUCATION
MOTIVATION

11:50 AM - 12:35 PM

A Spicy Mental Health Discussion


Location: Valley 2
ADMINISTRATION  

11:50 AM - 12:35 PM

Top Legal Considerations for Self-Funded Plans


Location: Crest 4

Technology Workshop A

Supported by: Medefy Health

Technology Workshop B

Supported by: Redirect Health


MOTIVATION
INNOVATION

3:05 PM - 3:50 PM

Marketing for 2024 and Beyond


Location: Crest 3
ADMINISTRATION  

Technology Workshop C

Supported by: Garner Health

Technology Workshop D

Supported by: Pacific Life and Wellfleet Group, LLC


5:00 PM - 5:45 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 everyone walks away with over 50 strategic ideas that can be implemented immediately!

Location: Aurora CD

Tuesday, April 30, 2024


7:45 AM - 5:30 PM | Registration


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


Supported by:  


8:45 AM - 9:00 AM | Morning Meditation with Naama O. Pozniak

Supported by:   


9:00 AM - 10:00 AM | Morning Keynote Address: Supercommunicators: The Science of Conversation and Connection: A Conversation with New York Times Bestselling Author, & Pulitzer Prize-Winning Columnist Charles Duhigg


Charles Duhigg
New York Times Bestselling Author, Pulitzer Prize-Winning Columnist for The New York Time Magazine, and Host of the How To! Podcast

Location: Aurora CD
EDUCATION
INNOVATION
ADMINISTRATION  

10:15 AM - 11:00 AM

Don't Let Compliance Be Your Downfall

Location: Crest 4

Technology Workshop E

Supported by: Zorro

Technology Workshop F

Supported by:
Juice Financial and AFR Life

Focus Workshop

Supported by: Imagine360


12:05 PM - 2:00 PM | Day Two Luncheon Within The Exhibit Hall & Solutions Stage Presentations

Solutions Stage Schedule

  • 12:30 PM - 12:40 PM | Supercharging Your Prescription Drug Savings Hosted by Liviniti
  • 12:45 PM - 12:55 PM | How to Create Benefits Everyone Can Love Hosted by Gravie
  • 1:00 PM - 1:10 PM | UME Introduces Sapient Health (tm) Hosted by UME
  • 1:15 PM - 1:25 PM | Revolutionize Your Benefits: ICHRA Insights with Take Command Hosted by Take Command
  • 1:30 PM - 1:40 PM | Giving Your Clients Control of Cancer: Comprehensive Strategies from Prevention through Survivorship Hosted by Color Health
  • 1:45 PM - 1:55 PM | Leverage Our Employee Navigator Integration to Improve Workflows and Reduce Manpower Hosted by Benelinx, LLC

2:00 PM - 3:00 PM | Afternoon Keynote Address: Nothing can be Changed Until it is Faced

In this fireside chat keynote session, Paul Wilson, editor in chief of BenefitsPRO, will interview three thought leaders who are creating change and championing innovation in various areas of the health care and benefits landscape, from legislation and leadership, to mental health and technology. Their discussion will provide attendees with a blend of information and motivation and shine a spotlight on some of the exciting and transformative changes that are happening every day in our industry!

Paul Wilson, Editor in Chief, BenefitsPRO - ALM/BenefitsPRO
Solome Tibebu, CEO - Behavioral Health Tech
David Balat, Founder - Healthcare Finance Specialists
Jessica Brooks-Woods, Chief Executive Officer - NABIP

Location: Aurora CD
EDUCATION
MOTIVATION
INNOVATION

3:05 PM - 3:50 PM

The Salesperson's Guide to Growing a Business

Location: Crest 3

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

Solutions Stage Schedule

  • 4:00 PM - 4:10 PM | Addressing Broker Challenges by Utilizing the Expertise of a Provider-Sponsored Partner in Voluntary Benefits Hosted by  Paylogix
  • 4:20 PM - 4:30 PM |  ICHRA with Remodel Health: How to Win & Retain Clients  Hosted by Remodel Health
  • 4:35 PM - 4:45 PM | Student Loan Benefits – What You Need to Know to Help Clients Succeed Hosted by Ascendium

Wednesday, May 1, 2024

8:30 AM - 10:30 AM | Registration


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


MOTIVATION

9:30 AM - 10:15 AM

The Direct Primary Care Revolution: What's Next

Location: Valley 2
ADMINISTRATION  

9:30 AM - 10:15 AM

Understanding a New World of Fiduciary Duties

Location: Crest 4

10:30 AM - 12:00 PM | BEN TALKS: Leading By Example

Our annual BenefitsPRO Broker Expo will finish strong with our always popular BEN Talks - a series of high-energy 20-minute TED Talk style presentations. This year, top benefits professionals will share the various challenges they've faced as leaders and innovators, along with their reasons why it's all worth it.

Lisa Hutcherson, Founder - LME Consulting LLC
Marlin Woods, Executive Coach - The Woods Plan LLC.
Jessica Brooks-Woods, Chief Executive Officer - NABIP
Eric Silverman, Founder and Owner - Voluntary Disruption
Erika Ensign, Senior Benefit Advisor - Leavitt Group

Location: Aurora CD

12:00 PM | End of Conference