Sessions

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
"How to Educate Employers to educate employees on benefits of CDH"

Mark Lam

1:15 - 2:15

Track B
“Why Should I be in the COBRA Business?”

Moderator: Charles Robbins

Panel Discussion:
Carrie Stout
Steve Syrkin

2:15 - 3:15

Track A
"Benefit Stacking and Plan Design"

Moderator: Ben Robbins

Panel Discussion:
Tim Morrison
Gregg Dennis

2:15 - 3:15

Track B
"Operational Efficiencies of COBRA”"

Missy Brown
Todd Eason

3:30 - 4:30

"How to Make Money Sellings HSAs in a CDH"

Jim Phillips

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:
Brian Clubb
Stephanie Fucco

10:45 - 12:00

IIAS Q&A

John Robbins Jr.
Brian Clubb

1:00 - 1:15

Overveiw of Products

John Robbins Jr.

1:15 - 1:45

OMS Roundtable Discussion

Moderator:
Lena Himmelstein

1:45 - 2:15

Fulfillment Roundtable Discussion

Moderator:
Lena Himmelstein

2:15 - 2:45

IVR Roundtable Discussion

Moderator:
Susan Howard

2:45 - 3:15

Fax Claim Services Roundtable Discussion

Moderator:
Susan Howard

3:30 -4:00

inTouch Roundtable Discussion

Moderator:
Lena Himmelstein

4:00 - 4:30

How to Get Claims Data

Carrie Stout

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.