2023 Enrollment Technology Strategy Seminar Agenda

Monday, February 20, 2023

3:00 p.m. - 5:30 p.m. - REGISTRATION

5:30 p.m. - 7:00 p.m. - WELCOME RECEPTION - Sponsored by FINEOS

Tuesday, February 21, 2023

7:30 a.m. - 5:30 p.m. - REGISTRATION

7:30 a.m. - 8:30 a.m. - BREAKFAST - Sponsored by Noyo

8:30 a.m. - 9:00 a.m. - OPENING REMARKS

Sean F. O’Donnell, LLIF - Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions , LIMRA and LOMA

9:00 a.m. - 10:00 a.m. - GENERAL SESSION

The Elephant in the Room: Leveraging Partnerships and Technology Credits

With more technology platforms in the insurance industry than ever before, the question of who should pay for their services seems to be ever-more difficult to answer. In this session you’ll hear viewpoints from Brokers, Ben Tech partners, & Carriers as well as have the option to voice your thoughts on where we are today and where we need to go in the future as it relates to all things technology credits.

Anne Burkett, CEBS, SHRM-CP, PHR - National Practice Leader, Workforce Solutions, Employee Benefits, USI

Don Garlitz - Senior Vice President, Strategic Partnerships, bswift

Alan Ingley - Vice President, Sales Engineering and Client Success, Wellfleet Workplace

10:00 a.m. - 10:30 a.m. - BREAK

10:30 a.m. - 11:30 a.m.: BREAKOUT SESSIONS

1. Reseller Recap

JENNY ALLEN
Assistant Vice President
Voya

PHIL CAROLLO
President, Sales
PlanSource

TIM HENWARD
Chief Executive Officer
T2B Solutions

KEVIN MCFADDEN
Strategic Lead, Tech Partnerships
Aflac

SHARON MORRISSEY
Vice President, Business Development
bswift

SCOTT PRINCE
Executive Vice President
iBTR

Benefits Administration and Enrollment Technology resellers have become an increasingly important part of the Group Benefits Administration space, but not everyone knows how they work. Our session will examine this unique fit in our industry, and how brokers, carriers, technology platforms and resellers all work together.

2. LDEx Standards Learning Lab

ADAM WOOD
Product Owner, Enrollment Technology Solutions
Allstate Benefits

An interactive session with table conversations hosted by industry experts representing companies on the Data Exchange Standards Committee. Following an implementation case study, these experts will be conducting a learning session responding to audience input. Join us for this integrated opportunity to discuss the LDEx Standards and their implementation practices.

11:30 a.m. - 12:30 p.m. - LUNCH

12:30 p.m. - 1:30 p.m. - The Digital Divide!

The Digital Divide!

JENNIFER PIERCE, Moderator
Benefit Technology Partner, Management
Lincoln Financial Group

The use of workplace benefits technology has grown significantly over the past five years.  With 7 out of 10 employers focused on benefits technology how can you set yourself apart from the rest?  Come hear about what is trending in benefits technology.  Gain insights into best practices and how your organization can leverage partnership and embrace emerging technology trends.

Shannon Goggin - Chief Executive Officer, Noyo

Anthony Grosso - Head of Group Benefits Markets, EIS

Chuck Johnston - Chief Marketing Officer, FINEOS

Michael W. Levin - Chief Executive Officer, Ideon

1:30 p.m. - 1:45 p.m. - BREAK

1:45 p.m. - 2:45 p.m.: BREAKOUT SESSIONS

3. Reseller Recap (Repeat)

JENNY ALLEN
Assistant Vice President
Voya

PHIL CAROLLO
President, Sales
PlanSource

TIM HENWARD
Chief Executive Officer
T2B Solutions

KEVIN MCFADDEN
Strategic Lead, Tech Partnerships
Aflac

SHARON MORRISSEY
Vice President, Business Development
bswift

SCOTT PRINCE
Executive Vice President
iBTR

Benefits Administration and Enrollment Technology resellers have become an increasingly important part of the Group Benefits Administration space, but not everyone knows how they work. Our session will examine this unique fit in our industry, and how brokers, carriers, technology platforms and resellers all work together.

4. Knowledge Is Power!

BRANDAN BRUCE
Board Member
Help Me Choose Benefits

JEFF OLDHAM
Co-Founder
Informed Consulting

SARAH OLIVER

Vice President, Head of Voluntary Product
Prudential

ERIK GRAY, Moderator
Head of Enrollment Experience
Wellfleet

Education and decision support tools can make educating the consumer less complex. In this session you will hear about communication, education and engagement best practices.

2:45 p.m. - 3:45 p.m. - REFRESHMENT BREAK/NETWORKING

3:00 p.m. - 3:30 p.m. - SOLUTION SHOWCASE

3:45 p.m. - 4:45 p.m. - GENERAL SESSION

Better Benefit Decisions Through Behavioral Economics

Many employees opt out of voluntary benefits when they are offered, and often spend only a few minutes making decisions that will impact their financial security for the rest of the year. How can benefit providers help employees make better decisions when they give us so little attention?

The field of behavioral economics has identified a variety of mental shortcuts that guide consumer decisions, particularly when people are “thinking fast.” In this session, we will discuss how these principles can be applied to benefits enrollment and unveil the results of a new LIMRA study that explored incorporated behavioral economic techniques into benefits messaging.

Kimberly A. Landry - Associate Research Director, Workplace Benefits Research, LIMRA and LOMA

5:15 p.m. - 6:30 p.m. - HAPPY HOUR

Wednesday, February 22, 2023

7:30 a.m. - 12:15 p.m. - REGISTRATION

7:45 a.m. - 8:45 a.m. - BREAKFAST

8:45 a.m. - 9:45 a.m.: BREAKOUT SESSIONS

5. Data Aggregators and the Enrollment Technology Ecosystem

LESLIE ERWIN
Vice President, Product Development
ADP

ERIK GRAY
Head of Enrollment Experience
Wellfleet

LYLE GRIFFIN
President
Selerix

ANDY MOORE
Director, Business Development
United Health Group

TIMOTHY O'CONNOR, Moderator
Assistant Vice President, Partner Integration
Voya Financial

With the introduction of new data integrations and APIs, data exchange has become more complex than ever. This has created an opportunity for us to look at how we exchange data. This session will focus on the value, ROI, and considerations to consider when looking at third party data aggregation services available in the market today.

6. Who, What, When, Where, How? Overcoming the Complexities of Workplace Benefits Enrollment

KEITH FEIST
Partner Solutions Consultant, Workforce Benefits
Pacific Life

NICOLE LAUGHRIDGE
Director, Enrollment Technology Partner Management
Combined

Have you figured out how to work effectively in the HCM/BenAdmin/Carrier trifecta? This interactive session will give you an opportunity to work with team members in a small group to solution a case study, grow your network, and expand your knowledge.

9:45 a.m. - 10:00 a.m. - BREAK

10:00 a.m. - 11:00 a.m.: BREAKOUT SESSIONS

7. Data Aggregators and the Enrollment Technology Ecosystem (Repeat)

LESLIE ERWIN
Vice President, Product Development
ADP

ERIK GRAY
Head of Enrollment Experience
Wellfleet

LYLE GRIFFIN
President
Selerix

ANDY MOORE
Director, Business Development
United Health Group

TIMOTHY O'CONNOR, Moderator
Assistant Vice President, Partner Integration
Voya Financial

With the introduction of new data integrations and APIs, data exchange has become more complex than ever. This has created an opportunity for us to look at how we exchange data. This session will focus on the value, ROI, and considerations to consider when looking at third party data aggregation services available in the market today.

8. Who, What, When, Where, How? Overcoming the Complexities of Workplace Benefits Enrollment (Repeat)

KEITH FEIST
Partner Solutions Consultant, Workforce Benefits
Pacific Life

NICOLE LAUGHRIDGE
Director, Enrollment Technology Partner Management
Combined

Have you figured out how to work effectively in the HCM/BenAdmin/Carrier trifecta? This interactive session will give you an opportunity to work with team members in a small group to solution a case study, grow your network, and expand your knowledge.

11:00 a.m. - 11:15 a.m. - BREAK

11:15 a.m. - 12:15 p.m. - GENERAL SESSION

APIs and the Real Time Revolution

MARK KOZIELEC
Director of Institutional Client Data
Prudential

DAN LANGEVIN
Chief Technology Officer
Ideon

LISA LENT
Service Executive, Carrier Implementation
Service and Strategic Relationships
ADP

KAREN SULLER
Technology Sales Executive
The Hartford

BRANDON COOK, Moderator
Technology Relationship Executive, Employee Benefits
The Hartford

As the workplace benefits ecosystem continues to evolves, APIs will continue to enable a new world of data connectivity. Come hear about how you can make APIs a core part of your technology strategy.

12:15 p.m. - ADJOURN