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2019 Symposium

Symposium Session Materials

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Overall Evaluation

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Monday, September 9 

   Health Retirement General Benefits Canadian

8:00-9:15

Keynote: What's Next for the Global Economy?

Session Evaluation
Speaker Bio

 9:30-10:30

U.S. Legislative Update

Canadian Legal/ Legislative Update

Session Evaluation
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Session Evaluation
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11:00-12:00

Health and Welfare Compliance Traps: Are You Ready?
Regulatory Outlook for Retirement Plans
Health Care Ate My 401(k) Contributions
Work Like a Start-Up! Using Innovation Principles to Improve Your Benefits Projects

Session Evaluation
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Session Evaluation
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Session Evaluation
Speaker Bio - Blair
Speaker Bio - West

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1:30-2:30

Individual Policy HRAs: 2020 and Beyond

Behavioral Economics Communications for Employees' Benefit

Best Practices to Engage Employees in Voluntary Benefits

Behavioral Economics Communications for Employees' Benefit

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Speaker Bio - Gilmore
Speaker Bio - Truong

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Speaker Bio - Ferguson
Speaker Bio - Kozdras

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Session Evaluation
Speaker Bio - Ferguson
Speaker Bio - Kozdras

2:45-3:45

Using Actionable Insights From Survey Data
Challenges of Retirement in the Future Economy
The Logic of Effective Employee Communication ​Cybersecurity and Data Protection in Canada

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Speaker Bio - Koltun
Speaker Bio - Nelson

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4:00-5:00

Using Decision Support Tools to Support HDHP

Using Passive Strategies for Investment Consulting

Identifying and Responding to a Ransomware Attack According to HIPAA Best Practices
How to Prevent a Lawsuit on Mental Health Claims

Session Evaluation
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Session Evaluation
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Session Evaluation
Speaker Bio - Silver-Malyska
Speaker Bio - Sheffield
Session Evaluation
Speaker Bio

Tuesday, September 10

   Health Retirement General Benefits Canadian
7:45-8:30​Hall of Fame Award and President's Report ​
8:30-9:30

U.S. Legal Update

Practical Lessons in Pension Governance
Session Evaluation
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Session Evaluation
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10:00-11:00 Disrupting Health Care Through High-Value Providers
Plan Errors: Correction and Prevention
Challenges and Effective Solutions for Small Groups of Non-U.S. Employees

 The ABCs of Employee Benefits Technology: Thinking Beyond the Portal

Session Evaluation
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Speaker Bio - Phelps
Speaker Bio - Honey
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Speaker Bio - DeBortoli
Speaker Bio - Reitmeier
11:15-12:15Employer-Led National Hospital Price Transparency Initiative
Retirement Planning in Four Parts
The Intersection of Diversity, Equity and Inclusion, and Total Rewards
Achieving Effective Plan Design and Communicating Change
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Speaker Bio - Jesperson
Speaker Bio - Tolbert
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1:30-2:30Mindfulness in the Workplace
The $2.5T Retirement Readiness Problem No One is Talking About: Until Now
Staying Out of the CEO's Line of Fire: Reducing Employee Benefits Project Risks
Mindfulness in the Workplace
Session Evaluation
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Speaker Bio - White
Speaker Bio - Ashton
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2:45-3:45Partnering for Health Outcomes - How the Prescription Pass-Through Model facilitates Saving Money
Handling Government Audits of Retirement Plans
Escape the Minefield: Navigating Paid Leave Impacts to Benefits Policies
Retirement Reimagined: Retirement Lifestyle Planning
Session Evaluation
Speaker Bio - Martin
Speaker Bio - Conrad
Speaker Bio - Sennett
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4:00-5:00

Telemedicine, On-Site Clinics and Other New Plan Options: Avoid the Traps for the Unware
I Have to Worry About My DB Pension Plan Too? U.S. Legal Update: Follow-up and Discussion
Let's Talk Canadian Benefits
Session Evaluation
Speaker Bio
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Speaker Bio - Solomon
Speaker Bio - Keuneke
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​Session Evaluation
Facilitator Bio
​Let's Talk Health Care Benefits
​​Ethical Behavioral Finance: Not and Oxymoron for Retirement and Health Plans
Session Evaluation
Facilitator Bio
​Let's Talk Retirement Benefits
​Let's Talk Benefit Challenges (for plan sponsors)
Session Evaluation
Facilitator Bio
Session Evaluation
Facilitator Bio

Wednesday, September 11

 Health Retirement General Benefits Canadian
8:00-9:00

Medical Cannabis in the U.S. and Canada: What's New and What's Next?

Session Evaluation
Speaker Bio
9:30-10:30 Is Wellness Worth It?
Using Data to See Who Is Ready to Retire (or Not)

Is Unlimited Vacation Right for Your Company?
Collective Retirement Savings Arrangements: A Future for Retirement Savings
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Session Evaluation
Speaker Bio - Price
Speaker Bio - Scharf
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10:45-11:45 Proactive Fraud, Waste and Abuse Detection With Data Science and Machine Learning
How to Properly Conduct and RPFOne Employer's Journey to Implementing a Student Loan Repayment BenefitVirtual Health Care: Your Benefits Reality
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Speaker Bio - Warren
Speaker Bio - Weidner
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Speaker Bio - Speenburgh
Speaker Bio - Kerber
Speaker Bio - Mongelluzzo
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12-1Using Genetics to Improve Health Outcomes for Members With Chronic Conditions
Money Matters and the Millennial Mindset
Transforming the Total Rewards Function
Benefits-as-a-Service: Who Wants to Go BAAS Fishing?
Session Evaluation
Speaker Bio - Shaman
Session Evaluation
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Speaker Bio - Buck
Speaker Bio - Rooks
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Overall Evaluation

The Symposium overall evaluation is online. Please take a moment to provide your feedback.