Small/Mid-Size
Employer Workshops
Summit 2006
Chair: Brad Burkett, Navigant Capital Advisors
8:20 - 8:30AM
Opening Remarks
Brad Burkett, Chair
8:30 - 9:00AM
2006 Trends - Where Do We Go From Here?
Jonathan Bush, athenahealth
9:00 - 10:00AM
Looking at New Opportunities in Healthcare
Nate McLemore, Microsoft Corporation; Jonathan Bush, athenahealth; Darrin Jones, Intel; Barbara Lubash, Versant Ventures
10:15 - 11:15AM
Successful Entrepreneurs Discuss the Funding Experience
Deborah Gage, GTESS; Elliott Cooperstone, Prodigy Health Group; Mary Furlong, EdD, Mary Furlong & Associates; Brendan Keating, Medrium
11:15 - 12:15PM
Presentations from Companies Seeking Funding
Workshop Co-Chairs:
Dave Harris, PricewaterhouseCoopers and John Casillas, Medical Banking Project
Gold
Sponsor:
Sponsor:
Reseach Sponsor:
8:30AM - 8:40AM
Opening Remarks
Dave Harris,
PricewaterhouseCoopers
8:40AM - 9:30AM
New Initiatives from the Financial Services Sector Streamlining the
Healthcare Payment Cycle
John Casillas, Medical Banking Project
9:30AM - 10:30AM
Financial Card Networks, Using Debit Cards and Credit Cards at POS
Ryan Julian ,
Discover Financial; Mark Keck, American Express; Stacy
Pourfallah, Visa
11AM - 12PM
Why Employers Are Looking to Change Their Benefits Structure
Barry Barnett, PricewaterhouseCoopers; Chris McFadden Goldman Sachs
Moderator: JoAnn Laing,
Information Strategies, Inc./HSA Finder
Gold Sponsor:
Proven Strategies to
Reduce Overall Healthcare Costs
William Boyles, Interpro
Publications, Inc.; Andrew Malinoski, Vested Health; Bill Thomas,
PerfectHealthNY; Larry Deegan, American Chartered Bank
Moderator: Don Mazzella, Information Strategies, Inc.
Innovative
Healthcare Options Open to Smaller Employers
Terry Tullo, New Benefits; Lance Osborne, Aflac; Jerry Ripperger, Principal Financial Group; Daniel Boisvert, Integrated Healthcare
Moderator: Don Mazzella, Information Strategies
Reducing Employee Stress with New CDH Products
Phil Micali, bWell; Deborah Stewart, Finity Communications; John Colby, Brick Tower Press; Jim Yocum, Destination Rx; Joe San Filippo, Nationwide Insurance
Panelists Ideas in 59 Minutes
Moderator: Don Mazzella, Information Strategies, Inc.
Opening Remarks: Creating a Culture of Wellness
Jim Strohecker, Healthworld Online
Fast Forward to the Future - How the Spa Culture is Transforming the Healthcare Landscape
Katie Hurley, Strategic Spa Solutions
The Emergence of Wellness
Coaching in Consumer-Driven Healthcare
Margaret Moore, Wellcoaches Corporation
Future Medicine - How Consumer-Direct Diagnostics, Complementary Therapies and Self-Directed Health Maximization Will Tip the Market
Roger Jahnke, OMD, Health Action
Sponsors:
and
8:30 - 9:30AM
Opening Keynote
Introduction -
Jim Frogue, Center for Health Transformation; Newt Gingrich, Center for Health Transformation
9:30 - 10:30AM
Existing State Initiatives Towards Consumer-Centric Medicaid
Delegate Phillip Hamilton, Virginia House of Delegate; Chris Kryder, MD, D2Hawkeye
Moderator: Lawrence Goldman, DMD, ValueOptions
10:30 - 10:45AM
Break
10:45 - 11:30PM
The Deficit Reduction Act: Key Insights & Strategies
Paul Litwak, Esq; Mark Birdwhistell, Kentucky
Moderator: Stephen Scroggs, ValueOptions
11:30 - 12:15PM
Medicaid Special Needs Population Under Consumer-Centric Medicaid
Cynthia Wainscott, National Mental Health Association; Maureen Testoni, JD, American Psychological Association
Moderator: Richard Sheola, ValueOptions
Jointly sponsored by The
Medical Wellness Association and The American College of Wellness
Chair: Christopher Breuleux, PhD, Medical Wellness Association
8:30AM
Opportunities and New Trends in Medical Wellness
Robert Karch, EdD, National Center for Health Fitness; Christopher Breleux, PhD, Medical Wellness Association; George Pfeiffer, MSE, FAWHP, The WorkCare Group
9:20AM
The Future Wellness / 21st Century Solutions
John Munson, PhD, Health Promotion, University of Wisconsin-Stevens Point
9:45AM
Integrating
Medical and Wellness Programs
Dr. Richard Perryman, Corporate Wellness, Health Coach Systems
10:15AM
Value-Based
Health and Implications for Medicine
George Pfeiffer, MSE, FAWHP, The WorkCare Group
Chaired by Michael Samuelson, Blue Croos Blue Shield of Rhode Island & Mary Alice Lawless, Healthy Company 2010, EverythingHealth
Sponsored by:
Healthy Company 2010 Non-Profit Sponsor: Russ Newman, PhD, JD, Professional Practice Executive Director, American Psychological Assocation
9:00 - 10:00AM
Determining Your ROI and Understanding Your DNA
Michael Samuelson, Blue Cross Blue Shield of Rhode Island
10:00AM - 11:00AM Achieving Healthy Company 2010
Mary Alice Lawless, Healthy Company 2010, EverythingHealth; Marcia Comstock, Wye River Group on Health; Jon Comola, Wye River Group on Health; Russ Newman, American Psychological Association; Michael Kaufman, MD, JD, Healthy Company 2010
11:00AM - 12:00PM
Worksite and Corporate Wellness Programs
Dave Pickering, Preventure/International Fitness Club Network;
Kevin Clair, Health Solutions;
Garry Lindsay, Partnership for Prevention; Robert Karch EdD, National Center for Health Fitness; Moderator: Mary Alice Lawless, Healthy Company 2010, EverythingHealth
ActiveHealth Management Story
Lonny Reisman, MD, ActiveHealth Management
Amit Gupta, MD, Fiserv Health Group
Lance Osborne, Aflac
Chair: Dmitriy Kruglyak, The
Medical Blog Network
Sponsored by: 
12:00 PM - 12:05 PM
Opening Remarks
Dmitriy Kruglyak, The Medical
Blog Network
12:05 PM - 12:55 PM
Keynote: The Blogging Revolution - Why Healthcare will be Transformed
and How Other Industries Show the Way
Steve Rubel, Senior Vice President, Edelman, Publisher, Micro Persuasion
1:05 PM - 1:55 PM
Healthcare Blogging - Facts & Issues: Understanding Size, Influence and
Rules of the Healthcare Blogosphere
Report Presentation: Fard Johnmar, Envisioning
Solutions; John Mack, VirSci Corporation; Robert Coffield, Flaherty, Sensabaugh & Bonasso, PLLC; Mike Smith, Michael Smith Business Development
Moderator: Dmitriy Kruglyak, Chair
Healthcare Blogging - People & Case Studies: Discussing the Value of the New Media with Blogging Healthcare Leaders
Keynote Presenter: Jay Bernardt, PhD, National Center for Health Marketing; Nicolas Jacobs, Windber Medical Center & Research Institute; Richard Petty, MD, Promedica Research Center; Patricia Goldman, March of Dimes; John Bell, Ogilvy PR
Moderator: Carol Kirshner, Promedica Research Center
3:20 PM - 3:55 PM
Presentation: Healthcare Social Networking - The Next Frontier: Trusted.MD: New Ways for Connecting Healthcare Stakeholders
Dmitriy Kruglyak, Chair
4:05 PM - 4:55 PM
Healthcare Blogging - Strategy & Tactics: Mapping Out Your Game Plan - The Nuts & Bolts of Getting Started
Enoch Choi, MD, Palo Alto Medical Foundation; Shahid Shah, Netspective Communications; Craig Lefebvre, PhD, Lefebvre Consulting Group; Elisa Camahort, BlogHer
Moderator: Toby Bloomberg, Bloomberg Marketing
4:55 PM - 5:00 PM
Closing Remarks
Dmitriy Kruglyak, Chair
Medical
Wellness
Summit 2006
Chair: Brad Burkett, Chair
1:15 PM - 2:15 PM
What are Investors Looking for Today?
Chris McFadden, Goldman Sachs; Buddy Gumina, APAX Partners; Alan Schabes, Esq., Benesch Friedlander Coplan & Aronoff; Richard Furber, MediMerge Health
2:30 PM - 4:15 PM
Presentations from Companies Seeking Funding
4:15 PM - 4:30 PM
Lessons Learned
Brad Burkett, Chair; Richard Furber, MediMerge; Mary Furlong, EdD, Furlong & Associates
Workshop Co-Chairs:
Dave Harris, PricewaterhouseCoopers and John Casillas, Medical Banking Project
Gold Sponsor: Fiserv Health Group
Sponsor: Discover Financial
Research Sponsor: Medical Banking Project
1:00 PM - 1:45 PM
Bank-Owned Clearinghouse Implementing Best Practices to Streamline
Healthcare Provider's Revenue Cycles
Vincent Marzula, PNC Bank
1:45 PM - 2:00 PM
Break
2:00 PM - 3:00 PM
Leading Bank's Perspective on HSAs
Nav Ranajee, ABN AMRO, LaSalle Bank; Hank Kruse, Envision Healthcare; Robert Panknin, Citigroup
3:00 PM - 4:00 PM
Employers Embracing Webtools to Save Money
Ann Mond Johnson, Subimo; Barbara Flitsch, Watson Wyatt; Andrew Dahl, Alegant Health
Chair/Moderator: Greg Scandlen, CHCC
Sponsor: Health Politics
1:00 PM - 1:10 PM
Welcome & Introduction
Daniel "Stormy" Johnson, MD, Former President of the AMA
1:10 PM - 2:00 PM
How to Buy Insurance
Robert Hurley, eHealthInsurance; Richard Matthews, Desjardins, Matthews; Timothy Pitcher, Atlas Financial Services
2:00 PM - 2:50 PM
How to Manage Your Account
Michael Baker, Vested Health Benefits; William Short, First Horizon Msaver; Jill Kelly, Bancorp Bank
Break
3:10 PM - 4:00 PM
How to Get the Information You Need
Teresa O'Keefe, ConnectYourCare; Toby Rogers, Destination Rx; John Young, CIGNA; Michael Dermer, IncentOne
4:00 PM - 4:50 PM
How Providers are Responding
Maria Todd, HealthPro Consulting, Inc.; Tom LaGrelius, Skypark Preferred Family Care; Robert S. Berry, MD, PATMOS EmergiClinic; Laura Maxwell, Little Clinic
4:50 PM - 5:00 PM
Wrap Up & Send Off
Greg Scandlen, Consumers for Health Care Choices
1:00 PM - 2:45 PM Selecting the Right Agent/Broker/Health Plan
Employee Education Ensuring Enrollment Success
Employee Tools and Access to Information
John Young, CIGNA; Scott Stevens, NP Dodge Insurance; Chris Lokken, Johnson Insurance
Moderator: Dan Schwartzer, Wisconsin PPO Association
3:00 PM - 4:30 PM
Best
Education and Enrollment Examples
Tracking and Comparing CDHP Results
Case Studies
Beyond Plan Design and Into Health Promotion
Andrew Malinoski, Vested Health; David Saltzman, Humana; Bob Hopper, Hopper Insurance Services; Nat Brinn, HSA Bank
Moderator: Dan Schwartzer,
Wisconsin PPO Association
Legal and Compliance "Hot Button" Issues For HSAs, HRAs and Health Benefit Cards
John Hickman, Health Benefits Practice, Alston & Bird; Ashley Gillihan, Health Benefits Practice, Alston & Bird
1:00 - 2:00PM
Federal & State Support, Political Issues, and Other Barriers
Tom Scully, Fmr. Administrator, CMS & Partner, Alston + Bird; Abel Ortiz, Health Policy Advisor to Governor Perdue, Georgia
Moderator: Ron Bachman, Center for Health Transformation
2:00 - 2:45PM
A Sneak Preview
of Medicaid Commission Report
Grace-Marie Turner, Galen Institute
Moderator: Jim Frogue, Center for Health Transformation
2:45 - 3:00PM
Break
3:00 - 4:00PM
Idea Raiser for Designing an Ideal Medicaid System
Facilitators: Ronald Bachman, Center for Health Transformation; Jim Frogue, Center for Health Transformation; Jodi Stefanick, Senior Health Policy Advisor for Governor Blunt, Missouri
Moderator: Lawrence Goldman, DMD, ValueOptions
Afternoon Executive Roundtables
1:00PM
Corporate and Commerical Wellness
Dave Pickering, Preventure/International Fitness Club Network; Michael Samuelson, Blue Cross Blue Shield of Rhode Island; Jasmine Jafferai, MPH, East Bank Club
Complementary and Alternative Medicine (CAM)
Roger Jahnke, OMD, Health Action; Dr. Craig Steingraber, DC
2:00PM
Developing Medical Wellness Centers
Ed Buda, Lakeshore Medical Fitness, Rush-Copley HealthPlex; Molly Foley, MedX and Core Spinal Fitness; Christopher Breleux, PhD, Medical Wellness Association
Health
and Wellness Coaching Models
Christopher Dennis, MD, MBA, ValueOptions; Dr. Richard Perryman, Corporate Wellness, Health Coach Systems
3:00PM
International Wellness Trends & Models
Robert Karch, EdD, National Center for Health Fitness; Yvan Miklin, Aquila, Ltd., Health & Fitness Solutions; Muga Yucel, Teras Medical Wellness
Hospital, YMCA and Community Wellness Programs
Ed Buda, Lakeshore Medical Fitness, Rush-Copley HealthPlex; Phil Habestro, National Association for Health and Fitness; Robert Brosmer, YMCA of Central Maryland
4:00PM
Government and Public Wellness
Yvan Miklin, Aquila; Anne Marie Connolly, State Emploee Wellness Program, Rhode Island (invited); Jasmine Jafferai, East Bank Club
University Wellness and Training Programs
John Munson, PhD, Health Promotion, University of Wisconsin-Stevens Point; Robert Karch, EdD, National Center for Health Fitness
5:00PM
Careers and Recruitment in Medical Wellness
Jenifer St. Clair, hpcareer.net
3:15 PM - 5:15 PM
How Agents/Brokers Can Effectively Navigate the CDHC Waters
CE Accredited by
Great-West Healthcare
Peter Cassoli, Great-West Healthcare