2019 Annual Benefits Seminar

June 20, 2019

Hyatt Place Lenexa


Registration closes at the end of the day, June 17

EBPA is pleased to be offering again this year its annual benefits seminar on June 20th.  The seminar will offer 4 hours of general/life/health CE credits and one hour of ethics credit.  The committee is working diligently on the schedule.  The following speakers have been confirmed:

  • 7:30 am    Registration, breakfast
  • 8:00 am    Technology & Innovation in HealthCare
Karen Johnson, Vice President of Healthcare Insights & Partnerships, Blue KC

Technology is becoming a huge part of our lives, and the field of healthcare is no exception.  Karen Johnson will discuss what is currently available through AI and machine learning, such as apps and remote monitoring.  She will provide insight into the obstacles and challenges to their implementation, such as who really owns the healthcare data. Finally, she will provide her insight into what is to come in the future.

Karen Johnson, Vice President of Healthcare Insights and Partnerships is leading Blue KC’s data integration and exchange strategies, with specific focus on the development of a Regional Health Improvement Collaborative in partnership with other community stakeholders. She was also an insurance broker for many years prior to coming to Blue KC.

  • 9:00 am    Healthcare: Follow the Bouncing Ball
Karen McLeese, Vice President, Regulatory Affairs, CBIZ Benefits & Insurance Services, Inc.

Karen McLeese will provide an overview of the current state of the Affordable Care Act (ACA). She will also review new and evolving rules and laws, such as Association health plans (AHP), Short term limited duration insurance (STLDI) and proposed rules for the expansion of Health Reimbursement Arrangements (HRA).  Finally, she will discuss federal and state proposals for related health matters.

Karen R. McLeese is Vice President of Regulatory Affairs for CBIZ Benefits & Insurance Services, Inc., She serves as in-house counsel, with particular emphasis on monitoring and interpreting state and federal employee benefits law. Karen is the author of several CBIZ publications and newsletters. As an Editorial Advisory Board Member of the Benefit Law Journal, Karen authors quarterly articles for the Journal’s Federal Benefits Developments column. Karen received a Bachelor of Arts degree from the University of Notre Dame and her Juris Doctor from Duke University.

  • 10:00 am   Account Based Health Plans
Matt Mason, Regional Sales Manager, HealthEquity, Inc.

Health Savings Accounts and HSA-qualified health plans have grown exponentially in the last several years and most experts agree that the rate of growth will continue to increase under health reform. The number of client questions about these tax-advantaged accounts will almost certainly increase as well. This session is designed to provide agents with the information they need. The highlight of the presentation will be the examples we will run through to make sure attendees understand the eligibility and contribution rules as well as the frequently and not-so-frequently asked questions about account based health plans HSAs, HRAs & FSAs.

Matt Mason joined the HealthEquity in 2016 and is currently the Regional Sales Director for the Central Region covering KS, NE, IA, and MO.  Matt specializes in health savings account administration, integrated retirement accounts, and other consumer-directed health products. With 15 years of industry-related experience working with insurance brokers, financial consultants, employer groups and employees, he helps to implement employee benefit accounts with a deep knowledge of consumer-directed healthcare. Matt is a former insurance broker and graduate of the University of Kansas.

  • 11:00 am   Cyber Liability
Kaleb Lanning, Account Executive Office - Bond & Specialty Insurance, Travelers

This session will explore a company’s obligations and liabilities that may result from a compromise of personally identifiable information.  It provides an explanation of what exposures a company faces in storing and maintaining personal information including potential costs, the legal and regulatory environment that may apply, explore risk analysis perspectives and risk management ideas, and discuss how insurance may or may not apply to data compromise or other internet-related exposures.

Kaleb Lanning joined Travelers in 2012 and is currently an Account Executive Officer in their Bond & Specialty Insurance division. The team handles marketing, underwriting, and training for private company and not-for-profit organizations Directors & Officers Liability, Employment Practices Liability (including Workplace Violence), Fiduciary Liability, Crime, Kidnap & Ransom, and Cyber Liability. Kaleb currently serves as the Midwest Regional Expert for Cyber Liability for the Private and Non-Profit business unit within Travelers Bond & Specialty. He has a Bachelor of Science in Business Administration, Finance and Real Estate from the University of Missouri-Columbia.
  • 12:00 pm   Lunch - Ethics

Phillip Kelley, Director, NFL Chaplains
This session will explore the ethical implications of self-leadership, personal growth, honest evaluation, and creating a culture of multiplication.
Phillip Kelley serves and supports NFL Chaplains through Athletes in Action.  He is the author of Divine Disturbance, Broken to Build, and is a bi-weekly contributor on NBC Television in Kansas City.  He is a nationally recognized and highly sought after keynote speaker, team trainer/facilitator and Executive Coach to high performance coaches, athletes and business professionals.
  • 1:30 pm     Adjourn

** Must be a current member of EBPA to receive the CE credits.**

** 48 Hour cancellation policy **
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