Full Conference Schedule

as of 2.15.19
(subject to change)

Click Here for Schedule at a Glance

Monday, March 18, 2019
11:00 a.m. to 7:00 p.m. Registration Open
Noon to 3:00 p.m. Self-Insurance Educational Foundation (SIEF) Fund-Raising Event
Support SIEF while enjoying a fun afternoon at Top Golf Charlotte near the host hotel.
1:00 p.m. to 4:00 p.m. SIIA Future Leaders (SFL) Forum
This program will combine a structured networking session with a featured speaker specifically geared for SFL members (under age 40). For specific details click here. There is no cost for this event and you do not need to be signed up for the Executive Forum (full conference), but advance separate registration is required. Registration for the SIIA Future Leaders Forum will include access to the Legislative/Regulatory Update session and the Executive Forum's welcome reception that evening.
4:00 p.m. to 5:00 p.m. Pre-Conference Session: Legislative/Regulatory Update
SIIA’s government relations team 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.
5:00 p.m. to 7:00 p.m. Welcome Networking Reception With Exhibitors
Tuesday, March 19, 2019
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 of the day and see aggregated audience results in real time via SIIA’s attendee polling technology. You will also have the opportunity select which exhibitors should be given a five-minute live pitch opportunity during the hosted luncheon.


Mike Ferguson
President & CEO
Self-Insurance Institute of America, Inc.
9:00 a.m. to 9:45 a.m. Technology Strategies Shaping Tomorrow’s TPAs
This session will feature a recent entrant into the TPA marketplace who has incorporated specific technology strategies from day one, along with a more established TPA who has real world experience transforming legacy systems as part of a growth strategy under-pinned by technology. These two presenters will share their insights on what successful TPAs of tomorrow will look like.


Robert Kerr
Vice President - Organ Transplant
Tokio Marine HCC - Stop Loss Group


Cheryl Kellond
CEO & Co-Founder
Apostrophe Health

Alex Arnet
Chief Commercial Officer
Lucent Health
9:45 a.m. to 10:30 a.m. Preparing Employers for Stop-Loss Captive Programs
A growing number of employers are considering joining or forming a group stop-loss captive with other like-minded employers to help control the cost of offering employee health. In order to maximize the advantages of making this shift, employers need to understand the ins and outs of structuring a self-insured plan that will position them to take full advantage of being grouped with other individually self-insured employers. They also need to know how to vet and compare various types of group stop-loss captives in order to select a program best suited to meet their goals from a financial, risk management and governance perspective. This session will feature broker/advisor and legal perspectives on how employers should prepare and position themselves to optimize the upside of participating in a group medical stop-loss program.


Jonathan Socko
Senior Vice President, Sales & Business Development
East Coast Underwriters, LLC


Joe DiBella
EVP - Managing Director, Health & Benefits Practice
Conner Strong & Buckelew

Jesse Crary
Primer Piper Eggleston & Cramer
10:30 a.m. to 11:00 a.m. Networking Break With Exhibitors
11:00 a.m. to Noon Self-Insurance Claims Classroom
During this interactive session, attendees will be presented with various real-world scenarios where something has gone wrong as part of the 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.


Adam V. Russo, Esq.
The Phia Group, LLC
Noon 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 2:30 p.m. Making it Work with the Third Wheel – Legacy Vendor Arrangements
An increasingly common friction point between TPAs and brokers/ consultants working together to set up a new self-insured health plan, and/or making substantive changes to an existing plan, is when one of them has an established vendor and/or provider relationship that they insist must be part of the deal. This session will discuss real world examples provide practical advice on how best deal with these “Third Wheel” situations.


Kevin Seelman
Senior Vice President
Lockton Dunning Benefit Company


Brian Connelly
Director of Product Development & Strategy
Gilsbar, LLC

Jonathan Logan
Logan & Associates of Louisiana, Inc.

Dan Myers
Vice President of Client and Business Development

Erin Weenum
Chief Strategist, Employee Benefits
Leavitt Group
2:30 p.m. to 3:00 p.m. “Audience Choice” Hot Topic Open Discussion
You choose the topic via real-time polling for an open discussion among session attendees.
3:00 p.m. to 3:30 p.m. Networking Break
3:30 p.m. to 4:30 p.m. Beyond Disruptors and Rock Stars – Let’s Talk Execution
There has been a lot of positive energy recently in the broker/advisor space related to self-insured health plans, which is a welcome development for our industry. But while health care “disrupters” and “rock stars” are great, effective execution and coordination makes all the difference when transitioning employers into self-insurance, or when making substantive changes to a current plan. This panel will discuss what is going right and where there is room for improvement on how brokers/advisors, TPAs and stop-loss carriers work together in serving the interests of plan sponsors.


Mike Ferguson
President & CEO
Self-Insurance Institute of America, Inc.


Mark Gaunya
Co-Owner and Chief Innovation Officer
Borislow Insurance

Kevin Trokey

Jim Rinere
CWI Benefits, LLC

Arlene Cayetano, FLMI
President & CEO, Managing Member
Greymatter Risk Management, LLC
4:30 p.m. to 6:30 p.m. Networking Reception With Exhibitors
7:00 p.m. SIPAC Fund-Raising Dinner (Invitation Only)
Wednesday, March 20, 2019
7:30 a.m. to 8:30 am. Networking Breakfast
8:30 a.m. to 9:45 a.m. TPA Best Practices – Peer Review Session
SIIA is in the early stages of developing a best practices framework for its TPA members, with a specific focus on claims administration and stop-loss reimbursement submissions. A preliminary draft will be shared with the attendees at this session in order to solicit feedback to assist with further development. All attendees are invited to participate.


Ron Dewsnup
9:45 a.m. to 10:00 a.m. Networking Break
10:00 a.m. to 11:15 a.m. Stop-Loss Carrier/MGU Best Practices – Peer Review Session
SIIA is in the early stages of developing a best practices framework for its stop-loss/MGU members, with a specific focus on claims review/reimbursement. A preliminary draft will be shared with the attendees at this session in order to solicit feedback to assist with further development. All attendees are invited to participate.


Pat Campola
Windsor Strategy Partners, Inc.
11:15 a.m. Forum Concludes