Full Conference Schedule

(subject to change)

Click Here for Schedule at a Glance


Monday, March 16, 2020
8:00 a.m.to 1:00 p.m. SIEF Golf Outing (Fund-Raiser)
Enjoy a morning of golf at a great “Lowcountry” golf course while supporting the Self-Insurance Educational Foundation (SIEF). All participants must be registered for the Executive Forum.
2:00 p.m. to 7:00 p.m.
Registration Open
5:00 p.m. to 7:00 p.m. Welcome Networking Reception With Exhibitors
7:30 p.m. SIPAC Fund-Raising Dinner (Invitation Only)
Tuesday, March 17, 2020
7:30 a.m. to 8:30 a.m. Networking Breakfast With Exhibitors
8:30 a.m. to 9:00 a.m. Welcome Remarks & The Hot Industry Issues Audience Poll
Get off to a fast and fun start this morning by offering your anonymous opinions on the hottest industry issues for 2020 and see aggregated audience results in real time via SIIA’s attendee polling technology. And since it’s an election year, we’ll also throw in some political questions to make it fun. You will also have the opportunity select which exhibitors should be given a five-minute live pitch opportunity during the hosted luncheon. Be sure to bring a fully-charged mobile device to this session.


Mike Ferguson
President & CEO
Self-Insurance Institute of America, Inc.
9:00 a.m. to 9:45 a.m. Legislative/Regulatory Update
SIIA lobbyists provide the latest updates on federal and state legislative/regulatory developments affecting the self-insurance marketplace.


Ryan Work
Vice President, Federal Government Relations
Self-Insurance Institute of America, Inc.

Adam Brackemyre
Vice President, State Government Relations
Self-Insurance Institute of America, Inc.
9:45 a.m. to 10:45 a.m. New TPA Leader Perspective
Several of the country’s leading TPAs have named new presidents/CEOs over the past year. We have assembled a panel of these leaders to share their perspective on TPA challenges and opportunities and comment on related industry developments.


Richard Fleder
President and CEO
ELMC Risk Solutions, LLC


James Vertino
Employee Benefit Management Services

James Walleshauser
Nova Healthcare Administrators

Andy Willoughby
President & CEO
Group Resources, Inc.
10:45 a.m. to 11:15 a.m. Networking Break With Exhibitors
11:15 a.m. to 12:15 p.m. Self-Insurance Claims & ERISA Compliance Classroom
During this interactive session, attendees will be presented with various real-world scenarios triggering important legal compliance questions related to self-insured plan design, claims administration, and/or stop-loss reimbursement process…and then be requested to provide their anonymous opinions on the appropriate course of action via SIIA’s real-time polling technology. Expert analysis will be provided for each scenario along with commentary about audience polling results.


Ashley Gillihan, Esq.
Alston & Bird, LLP
12:15 to 1:30 p.m. Hosted Luncheon w/Exhibitor Presentations
Enjoy lunch with other attendees while hearing three five-minute exhibitor presentations as chosen by you during the opening session.
1:30 p.m. to 2:00 p.m. Stop-Loss Claims Reimbursement Best Practices – The SIIA Proposal
SIIA has developed a collection of best practices recommendations that can be followed by TPAs and stop-loss carriers with the intent of reducing the friction associated with certain stop-loss reimbursement claims. The final draft of this best practices document will be presented to the audience, who will then have the opportunity to vote in real time, providing their opinion of whether it is ready for SIIA to officially publish.


David Wilson
Windsor Strategy Partners
2:00 p.m. to 2:30 p.m. “Audience Choice” Hot Topic Open Discussion
You choose the topic via real-time polling for an open discussion among session attendees.


Kari Niblack, Esq.
ACS Benefit Services, LLC
2:30 p.m. to 3:15 p.m. Networking Break
3:15 p.m. to 4:30 p.m. Broker/Advisor Compensation Arrangements – Implications for the Self-Insurance Marketplace
Broker/advisor compensation arrangements in connection with self-insured health plans have been the subject of heightened (sometimes heated) discussion over the past year. This session will take a deep dive into the various compensation arrangements and the implications they may have for self-insured employers, TPAs, stop-loss carriers and other key service providers.


Laura Hirsch
Cofounder & co-CEO
Aither Health


David L. Fear. Sr., RHU
Dickerson Insurance Services

Scott Haas
Senior Vice President
USI Insurance Services

John Kirke
President, Employee Benefits
4:30 p.m. to 6:30 p.m. Networking Reception with Exhibitors
Wednesday, March 18, 2020
7:30 a.m. to 8:30 a.m. Networking Breakfast
8:30 a.m. to 9:00 a.m. Access to Health Claims Data – Developing a SIIA Action Plan
A task force of SIIA Diamond member representatives has been meeting to discuss options for a SIIA action plan designed to make it easier for self-insured employers to obtain necessary claims data from their insurance carrier administration partners that allows them flexibility to manage plan assets in correspondence with their fiduciary responsibilities.


Kevin Seelman
Senior Vice President
Lockton Companies

Representatives from the Diamond member task force to be announced.
9:00 a.m. to 9:15 a.m. TPAs and RBP Vendors – Developing a Road Map for More Effective Partnerships
SIIA’s TPA Task Force has started to work a new best practice project designed to facilitate more effective partnerships between TPAs and RBP vendors. We’ll take this opportunity to preview how the project is shaping up and invite audience feedback.


Jerry Castelloe
Castelloe Partners
9:15 a.m. 9:30 a.m. Get Into Canoe—What You Need to Know about SIIA’s On-line Educational Platform
This session will provide a quick overview of all the great educational content you and your employees can access anytime for free as SIIA members.


Mike Ferguson
President & CEO
Self-Insurance Institute of America, Inc.
9:30 a.m. to 10:30 a.m. Specialty Drug and Gene Therapy Costs – Developing an SIIA Action Plan
Another task force of SIIA Diamond members has been meeting to discuss what SIIA and/or industry stakeholder partners can do to help stem the rapid rise in specialty drug and gene therapy costs, which are increasingly threatening the financial viability of self-insured health plans and their stop-loss partners. This session will share initial task force findings and audience input as SIIA further considers action plan options.

Moderator: TBD

Representatives from the Diamond member task force to be announced.
10:30 a.m. Forum Concludes