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
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
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.
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!
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
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.
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
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
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.
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
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.
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
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.