Healthcare and Employee Benefits Symposium 2017€¦ · [email protected] Rich joined Lockton in 2000 as its ﬁ rst Director of Beneﬁ t Communication Insourcing (BCI). He spent

L O C K T O N C O M P A N I E S

Healthcare and Employee Benefits SymposiumApril 26–27, 2017

FOURTH ANNUAL

2017

Healthcare and Employee Benefi ts Symposium

welcome to the

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2017 Healthcare and Employee Benefits Symposium

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Thank you for joining Lockton’s Fourth Annual Healthcare and Employee Benefi ts Symposium.

The past few years have presented signifi cant challenges for Human Resources professionals.

While our economy continues to improve, the fi ght for top talent has become fi erce. Many

organizations are focusing on employee engagement strategies to focus their workforce on

corporate initiatives while living in a time of great distractions. The regulatory environment for

healthcare continues to be a signifi cant area of administrative burden and no doubt will face

signifi cant change with the new regime in Washington. We also see many new technology

vendors and solutions entering the market that promise transformation in the way Human

Resources professionals use data to better manage their workforce.

We know your time is valuable and have intentionally focused our agenda on topics that will

improve your ability to serve your organizations. We hope you will actively contribute in this

meeting as it we know it will make us all better. We also hope to see you again next year!

Welcome to Kansas City!

Rich Reda, CEBS

Executive Vice President

Benefi t Communication Insourcing

Lockton Companies

lockton.com/bci

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Lunch 12:00 p.m. Joe’s Kansas City BBQ

Health and Productivity: Workforce Performance Through Wellness and Well-Being 1:00 p.m. Dr. Ron Leopold, MBA, MPH, Chief Medical Officer, Lockton Benefit Group

The Power of the Golden Egg 2:15 p.m. Dr. Charlie Cartwright, Assistant Vice President, Claims Cost Control Consultant, Lockton Companies

Communicating Total Rewards: Creating Necessary Conditions for Employee Appreciation to Occur 3:30 p.m.Rich Reda, Executive Vice President, Lockton Companies

Eric Berry, Safety for the Kansas City Chiefs 4:30 p.m.

B R E A K 5 : 3 0 - 6 : 3 0 p . m .

Entertainment/Dinner/Drinks 6:30 p.m.Tom’s Town

1701 Main StreetKansas City, MO 64108

There will be a bus service picking attendees up from Lockton at 5:50 p.m. and the Sheraton Hotel at 6:15 p.m. Return service from Tom’s Town to Lockton and the Sheraton will be at 8:45 p.m.

agendaDAYONE

W E D N E S D A Y , A P R I L 2 6

Lockton Companies

WE LIVE SERVICE!®

Conference Center, Fifth Floor


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Turn on your wireless-enabled device. Search for Turn on your wireless-enabled device. Search for

wireless network connections. Select and connect to wireless network connections. Select and connect to

Lockton-Guest network. Lockton-Guest network.

WIFI ACCESS

DAYTWO

T H U R S D A Y , A P R I L 2 7

agenda

Numbers of Interest

Lockton’s Main Line: 816.960.9000

Rich Reda: 913.226.6539

Matt Eckles: 913.226.3886

Kristen Evilsizer: 816.665.5939

Ryan O’Leary: 913.515.9275

Shannon Marsh: 913.206.2987

Jessica Gura: 913.515.6610

Yellow Cab: 816.471.5000

10/10 Taxi: 913.647.0010

Plaza Security: 816.753.7973

Plaza Customer Service: 816.753.0100

Continental Breakfast 8:00 a.m.

My Will to Prevail 8:30 a.m.Hailey Danisewicz, US Paralympic Triathlon Team/Motivational Speaker

Health Reform Update 9:45 a.m.Edward Fensholt, J.D., Senior Vice President, Director of Compliance Services, Lockton Companies

HR in the Cloud: Realizing the Benefits 11:00 a.m.Viktor Reznicek, Principal, Management Consulting, KPMG

Closing Remarks 12:00 p.m.

SPONSORED BY


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Health and Productivity: Workforce Performance Through Wellness and Well-Being1:00 p.m.

D A YO N EApr i l 26

Ronald LeopoldMD, MBA, MPHChief Medical [email protected]

As a credentialed and experienced professional, Dr. Leopold brings credibility and a breadth of knowledge as a consultant, partner, and

marketplace spokesperson. He is an industry thought leader in employee benefi ts and health and productivity. He works with Lockton account

teams and employers with InfoLock® data to help identify trends and understand the correlation between health and productivity.

Ronald has expertise on a variety of benefi ts-related topics, including the strategic value of employee benefi ts, the four generations in the

workplace, the value of fi nancial wellness, and the implications of health reform for the benefi ts community.

His recent book on the future of employee benefi ts entitled The Benefi ts Edge: Honing the Competitive Value of Employee Benefi ts has been

described as a blueprint for benefi ts in the decade of health reform. He is also the author of A Year in the Life of a Million American Workers,

an almanac of absence data, in addition to numerous bylined articles in the benefi ts media.


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The Power of the Golden Egg2:15 p.m.


Dr. Charlie CartwrightAssistant Vice PresidentClaims Cost Control [email protected]

Dr. Cartwright has over thirty years of leadership and management experience, primarily spent in the transportation,

staffi ng, and healthcare fi elds. His responsibilities included budgeting, personnel, sales, production, and creating and

maintaining safe and productive work environments. Included in the latter were designing programs and implementing

effective ways of reducing workplace injuries and the resultant lost time and expenses associated with them.

Charlie obtained his bachelor of science and chiropractic degrees in 2001, successfully passing the National Board

exams, making him a board-certifi ed chiropractic physician. Because Charlie has this added background in the medical

fi eld, including the diagnosis, treatment, and prevention of workplace injuries, it gives an unusual depth to his already

expansive management experience. This enables him to truly understand all aspects of the workplace environment,

analyze the systems in place, and be able to recommend, help implement, and follow up with each employer for the

quickest and most cost-effective solutions.

Charlie is also a highly sought-after consultant and professional speaker. He travels all over the country speaking on

business-related topics such as organizational culture, morale, safety, and leadership. His insights help business leaders

achieve great results by tapping into the greatness of their people.


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Communicating Total Rewards: Creating Necessary Conditions for Employee Appreciation to Occur3:30 p.m.


Rich RedaCEBSExecutive Vice [email protected]

Rich joined Lockton in 2000 as its fi rst Director of Benefi t Communication Insourcing (BCI). He spent his years prior to Lockton in marketing

and management with UNUM and Fortis Benefi ts (Assurant). Since joining Lockton, Rich has successfully grown Lockton’s Voluntary Benefi ts

Consulting Practice to the largest in the Midwest. Today, Rich works with numerous Fortune 1000 companies and large health systems to

optimize their investments in employee benefi ts and benefi t communication. Lockton/BCI now employs more than 250 Associates dedicated to

educating employees about benefi ts and the value of their employment.

Rich earned his CEBS designation in December 2000 and often speaks and writes on a variety of employee benefi ts topics, including ERISA,

benefi t communication, and consumerism.


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Eric Berry, Safety for the Kansas City Chiefs4:30 p.m.


Eric BerrySafetyKansas City Chiefs

James Eric Berry is a safety for the Kansas City Chiefs and was drafted by the Chiefs fi fth

overall in the 2010 NFL Draft. He played college football at Tennessee, where he was a

two-time unanimous All-American and recognized as the best collegiate defensive back in

the country. He was diagnosed with Hodgkin’s lymphoma on December 8, 2014. After going

through chemo in the off-season and being declared cancer-free, Berry came back for the

2015 season and was named to the Pro Bowl and the AP All-Pro team and was named the

2015 AP Comeback Player of the Year.

Entertainment/Dinner/DrinksTom’s Town6:30 p.m.


1701 Main StreetKansas City, MO 64108

There will be a bus service picking attendees up from Lockton at 5:50 p.m. and the Sheraton Hotel at 6:15 p.m. Return service from Tom’s Town to Lockton and the Sheraton will be at 8:45 p.m.


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Hailey DanisewiczUS Paralympic Triathlon TeamMotivational Speaker

At the age of 12, Hailey was diagnosed with bone cancer in her left leg. In an effort to reclaim her life and go back to the active lifestyle she

once had, Hailey decided to have her leg amputated above the knee when she was 14 years old.

After an eight-year hiatus from sports, Hailey completed her fi rst triathlon in 2011. She has gone on to win medals at national and world

championships and was the 2013 World Champion in the PT2 category.

Hailey made history at the Rio 2016 Paralympic Games, winning a silver medal as part of the Team USA podium sweep where para-triathlon

made its Paralympic debut.

Hailey works closely with The Hartford, a founding partner of US Paralympics, a division of the US Olympic Committee, helping to positively

change public attitudes and perceptions about disability.

My Will to Prevail8:30 a.m.

D A YT W OApr i l 27


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Edward Fensholt, J.D. Senior Vice PresidentDirector of Compliance [email protected]

Ed has 31 years of experience as an attorney, 25 years concentrating in the area of ERISA and other aspects of employee benefi ts law. He has

extensive experience regarding compliance issues under the Tax Code and ERISA with respect to retirement, health, and other fringe benefi t

plans, qualifi ed and nonqualifi ed plan design, implementation and administration, employee benefi ts issues in mergers and acquisitions,

multiple employer welfare arrangements, and a variety of other employee benefi ts-related matters.

Prior to joining Lockton in 2005, Ed established and led the ERISA Compliance practice at Palmer & Cay and was a managing principal with

DeFrain Mayer, an employee benefi ts consulting fi rm in Overland Park, Kansas. From 1990 to 1998, Ed practiced law with the employee

benefi ts group of Spencer Fane Britt & Browne, a large Kansas City law fi rm. Ed became a partner in the fi rm in 1996.

Ed received his bachelor’s degree in journalism from the University of Kansas, earning membership in the Kappa Tau Alpha (journalism)

and Phi Alpha Theta (history) academic honor societies. He received his law degree from the University of Kansas School of Law, earning

membership in the Order of the Coif and the Honor Society of Phi Kappa Phi. He served in the US Army’s Judge Advocate General’s Corps as

a trial attorney and administrative law specialist with the 101st Airborne Division from 1984 to 1988 and with the 1st Infantry Division during

the 1991 Persian Gulf War.

Ed is a member of various bar associations and is a frequent lecturer and author on employee benefi ts matters.

Health Reform Update9:45 a.m.



1011

Viktor ReznicekPrincipalKPMG

Viktor is a Principal in KPMG’s HR Advisory practice with more than 25 years of experience in HR transformation and HR operations.

Before joining KPMG, Viktor led Towers Watson’s HR Service Delivery business for North America, which comprised HR consulting and HRMS

implementation. Prior to that, he spent ten years in business operations for HR managed-service providers. This included fi ve years leading

the Global Mobility business for Xerox and fi ve years leading US Benefi ts Administration operations at EDS and HP. Previously, Viktor spent

ten years in HR consulting at Towers Perrin, most recently as Managing Principal of the Denver offi ce. Early in his career, Viktor worked as HR

Director at Tele-Communications Inc. and as an ERP software developer.

Professional and Industry Experience

As HR Consultant:

Viktor led the HR transformation for a faith-based healthcare organization to create one “system” from ten independent hospitals. The project

included developing an HR strategy that set the foundation for where the system HR team would allocate resources and energy. Together with

the CEO and CFO, Viktor developed an HR service delivery model that included an HR Shared Services center and a consistent role for HR

business partners across the system. Viktor designed a new HR organization structure, wrote role profi les, defi ned competencies, and created

interview guides that for the fi rst time established one HR service delivery model and one HR team.

As Corporate HR Director:

Viktor led the reorganization of a large US telecommunications company from 250 independent offi ces to six operating divisions with nine

regional call centers. The work included designing a new organization structure, defi ning roles for each corporate function, and staffi ng the

new organization. For the HR function, he helped design a centralized HR Shared Services function with role profi les and performance metrics.

The design also included selection and implementation of the IVR, ACD, case management system, and call center knowledge base. The

project helped propel the organization into the #1 position for telecommunications service providers.

As HR Managed Service Provider:

Viktor led US benefi ts administration operations for a leading HRO provider. The work included implementing and delivering services for two

regional healthcare providers. He helped redesign the service delivery processes, defi ned the retained organization, and staffed and trained

the new team. Concurrently, they built and deployed the next generation multitenant ben admin application, which enabled market share to

be taken from the largest competitor.

HR in the Cloud: Realizing the Benefits11:00 a.m.



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At 96 percent, our client loyalty is much higher than the industry average.Source: Lockton data and Agency Consulting Group Report

96%

85%

Loyalty

$1.34+ BTotal Revenue

10 %Organic Growth

$22.5+ BPremium Volume Worldwide

Wherever our clients conduct

business or need our expert advice,

they will find Lockton Associates who

understand their challenges and keys

to success.

Global Reach

OFFIC E S

We have three stakeholders: Our clients, Associates, and communities. We embrace the freedom to make the right decisions for all of them.

CLIENTS

ASSOCIATES

COMMUNITIES

We serve more than 50,000 emerging and growing companies all over the world, along with 200+ companies in the Fortune 1000 and 100+ in the Fortune 500.

Fiercely IndependentGrowth Clients

about Lockton

Fifty consecutive years of growth have given us the resources and experience to solve any risk or employee benefi t challenge.

201750years

LOCKTON

INDUSTRY

CLIENTS

50,000We serve more than 50,000 emerging and growing companies all over the world, along with 190+ companies in the Fortune 1000 and 100+ in the Fortune 500.


1213

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Notes

Want more insights and publications?

www.lockton.com/Insights-And-Publications/White-Papers


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Our Mission

To be the worldwide value and service leader in insurance brokerage, risk management, employee benefi ts, and retirement services

Our Goal

To be the best place to do business and to work

RISK MANAGEMENT | EMPLOYEE BENEFITS | RETIREMENT SERVICES

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Documents

Healthcare and Employee Benefits Symposium 2017€¦ · [email protected] Rich joined Lockton in 2000 as its ﬁ rst Director of Beneﬁ t Communication Insourcing (BCI). He spent