Sessions |
Wednesday, July 11th, 2007
Time |
Session Title |
Speaker |
8:00 - 8:15 |
Welcome |
John Robbins Sr. |
8:15 - 9:00 |
“What Business are You in? What Business are We in? How do We Stay in Business Together?” |
John Robbins Sr. |
9:00 - 10:00 |
“Where is CDH Headed”? |
Jim Dean |
10:15 - 11:15 |
"Where are HSAs Today?" |
Glen Hoffman |
11:15 - 12:15 |
Knowing your Intrinsic Value |
Sharon Alt |
1:15 - 2:15 |
Track A |
Mark Lam |
1:15 - 2:15 |
Track B Moderator: Charles Robbins |
Panel Discussion: |
2:15 - 3:15 |
Track A Moderator: Ben Robbins |
Panel Discussion: |
2:15 - 3:15 |
Track B |
Missy Brown |
3:30 - 4:30 |
"How to Make Money Sellings HSAs in a CDH" |
Jim Phillips |
Thursday, July 12th, 2007
Time |
Session Title |
Speaker |
8:00 - 8:15 |
“State of Cards” |
John Robbins Jr. |
8:15 - 8:45 |
New Card Managerial Reports |
Charles Robbins |
8:45 - 9:45 |
New Implementation Procedures |
Aaron DerGazarian |
10:00-11:45 |
IIAS Panel Moderator: John Robbins, Jr. |
Panel Discussion: |
10:45 - 12:00 |
IIAS Q&A |
John Robbins Jr. |
1:00 - 1:15 |
Overveiw of Products |
John Robbins Jr. |
1:15 - 1:45 |
OMS Roundtable Discussion |
Moderator: |
1:45 - 2:15 |
Fulfillment Roundtable Discussion |
Moderator: |
2:15 - 2:45 |
IVR Roundtable Discussion |
Moderator: |
2:45 - 3:15 |
Fax Claim Services Roundtable Discussion |
Moderator: |
3:30 -4:00 |
inTouch Roundtable Discussion |
Moderator: |
4:00 - 4:30 |
How to Get Claims Data |
Carrie Stout |
Friday, July 13th, 2007
Time |
Session Title |
Speaker |
8:00 - 11:30 |
The Latest IRS Rules and Regulations |
John Hickman |
11:30 - 12:15 |
Q/A |
John Hickman |
12:15 - 12:30 |
Final Notes |
John Robbins Sr. |
*Sessions subject to change.