Agenda
Monday, April 30
| 2:00 - 5:00pm | Pre-Conference Workshop | Kim Buckey and Jenni Aldred, HighRoads |
| 6:00 - 8:00pm | Welcome Reception |
Tuesday, May 1
| 8:30 – 9:00am | Breakfast | |
| 9:00 – 9:30am | Welcome to HighRoads | Michael Byers, HighRoads |
| 9:30 – 10:30am | What’s in store during the year of the dragon? Expectations from the Supreme Court hearing and Presidential election on the Affordable Care Act (ACA) | Thomas Barker, Partner, Foley Hoag LLP |
| 10:30 – 10:45am | Break | |
| 10:45 – 11:45am | Every Connection is a New OpportunityTM: How Connecting Data Improved Pitney Bowes’ Claims Processing Quality | Mary Bradley, Director of Benefits, Pitney Bowes |
| 12:00 – 1:00pm | Lunch | |
| 1:00 – 2:00pm | At a Crossroads with Employee Communications and Compliance: How Con-way Delivered Employee Materials at a Faster Rate | Lisa Gomez, Senior Benefits Analyst, Con-way |
| 2:00 – 3:00pm | TBD - Client Case Study | |
| 3:00 – 3:15pm | Break | |
| 3:15 – 4:30pm | Continuing to Look Ahead on Ways to Drive HR Results for Our Clients: A Product Roadmap Review | Dick Wood, HighRoads |
| 6:00 – 9:00pm | Evening Beach Reception |
Wednesday, May 2
| 8:30 - 9:00am | Breakfast | |
| 9:00 - 10:00am | Mission Readiness Starts With HR: How Lockheed Martin Built Its Benefits Governance Foundation to Last | Rich Lustig, Sr. Manager of Employee Benefits and HR Programs Lockheed Martin |
| 10:00 - 11:00am | TBD - Client Case Study | |
| 11:00 - 11:15 | Break | |
| 11:15 - 12:15pm | TBD - Client Case Study | |
| 12:15 - 12:45pm | Wrap up | Michael Byers, HighRoads |
| 12:45pm | Lunch |
*subject to change, updated frequently
Abstracts
Pre-conference Workshop: READ-ability: the degree to which individuals have the capacity to obtain, process, and understand basic benefit information and services needed to make appropriate decisions. How are your communications doing?
Did you know … ten sections of the ACA directly relate to health literacy? These regulations range from making sure information is consistently communicated to presenting information that is culturally appropriate. With the multitude of complex documents you manage, how do you begin to meet these requirements – along with everything else?
In a workshop environment, we will provide real-time application to samples of your most complex documents – proving that there are ways readability and compliance can co-exist. You will learn how HighRoads is helping some of our clients use scoring tools to analyze their documents and, more importantly, how we are working with them to take the results and make simple and effective changes. Let’s just say, it’s creating partnerships between legal and communication groups with one goal in mind – to make sure employees know what actions they need to take to use their benefits effectively.
Speaker: Kim Buckey, Practice Lead, HighRoads and Jenni Aldred, Senior Project Manager, HighRoads
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What’s in store during the year of the dragon? Expectations from the Supreme Court hearing and Presidential election on the Affordable Care Act (ACA)
This session will not only review updates on the Summary of Benefits & Coverage and Uniform Glossary but also discuss the Supreme Court hearing and the five issues of review (1) the anti-injunction act; (2) standing; (3) the constitutionality of the individual mandate (this is the central issue); (4) Medicaid expansion; and (5) severability. Lastly, this session will provide an insight into expectations on the elections in November - what it means on implementation schedules and what employers should be doing in the mean time.
Speaker: Thomas Barker, Partner, Foley Hoag LLP and former General Counsel at the Department of Health & Human Services
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Every Connection is a New OpportunityTM: How Connecting Data Improved Pitney Bowes’ Claims Processing Quality
This session will not only review updates on the Summary of Benefits & Coverage and Uniform Glossary but also discuss the Supreme Court hearing and the five issues of review (1) the anti-injunction act; (2) standing; (3) the constitutionality of the individual mandate (this is the central issue); (4) Medicaid expansion; and (5) severability. Lastly, this session will provide an insight into expectations on the elections in November - what it means on implementation schedules and what employers should be doing in the mean time.
Speaker: Thomas Barker, Partner, Foley Hoag LLP and former General Counsel at the Department of Health & Human Services
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At a Crossroads with Employee Communications and Compliance: How Con-way Delivered Employee Materials at a Faster Rate
You’re heading in a direction where you either keep doing what you’ve always done in updating employee materials OR making a turn towards driving better results. Con-way known for never settling for less, knew they had to make a directional change in how they developed their Summary Plan Descriptions (SPDs).
Learn how a content structure readability analysis provided the map for the transportation company to reach its destination in just 3 months.
Speaker: Lisa Gomez, Senior Benefits Analyst, Con-way
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Continuing to Look Ahead on Ways to Drive HR Results for Our Clients: A Product Roadmap Review
YHighRoads’ solutions are built to address business challenges faced by our clients. Constantly striving to address the needs of mid to large-sized organizations, we are committed to evolving our solutions – developing business process improvements, new compliance tools, innovative cost and time savings techniques, and enhanced automation to ease your administrative burden. Please come to this session with suggestions and ideas for ways we can make your job easier so you can be more successful.
During this session, attendees will learn about the HighRoads roadmap and have the opportunity to provide input and suggestions on strategy and solutions.
Speaker: Richard Wood
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Mission Readiness Starts With HR: How Lockheed Martin Built Its Benefits Governance Foundation to Last
When it comes to managing benefit programs, large corporations face the daunting task of coordinating many stakeholders – finance, procurement, benefit consultants, ERISA attorneys, benefit administrators, health and specialty vendors, auditors, and others. With 75+ Unions, 150+ medical plans, 100+ SPDs, complex contribution formulas, and outsourced benefit administration, Lockheed Martin implemented all aspects of our solution to build the foundation and manage these complexities. Then in 2011, in addition to significant corporate cost-reduction initiatives, Lockheed Martin had to manage a new complexity: complete leadership change.
In this session, you will hear how building a foundation based on best practices brings consistency and control even when change happens.
Speaker: Richard Lustig, Sr. Manager, Benefit Plans and HR Programs, Lockheed Martin
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Speakers
Jenni Aldred
Jenni Aldred is a Senior Project Manager/Writer for HighRoads with 12 years of communication consulting experience with Buck Consultants and Watson Wyatt Worldwide. Using her extensive understanding of new Health Care Reform legislation, Jenni currently provides our clients with the information needed to navigate the changes occurring now and in upcoming years.
Jenni’s passion lies in engaging employees and making benefits personal. Jenni has used this passion to work with companies promoting wellness, educating through Summary Plan Descriptions, preparing employees for hiring or retiring, and creating employee engagement through online benefits portals, just to name a few.
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Thomas Barker
Thomas Barker joined Foley Hoag in March 2009. Thomas splits his time between the firm's Washington, DC and Boston offices and focuses his practice on complex federal and state health care legal and regulatory matters. Prior to joining the firm, he was acting General Counsel at the United States Department of Health and Human Services (HHS).
Since arriving at Foley Hoag, Thomas has focused his practice on Medicare and Medicaid reimbursement issues for innovator pharmaceutical products; provided legal, regulatory and strategic advice for multiple Medicare providers, including dialysis facilities, medical device manufacturers, and innovator pharmaceutical companies; provided crisis counseling and legal advice to Medicare Advantage and Medicare Part D plans undergoing CMS audits; and, with the enactment of health care reform legislation in the Spring of 2010, has begun counseling clients on the multiple changes to health care laws that have occurred as a result of the legislation.
Prior to coming to Foley Hoag, Thomas served in a succession of high-level federal health care policy positions throughout the Bush Administration. In 2008, he served as acting General Counsel of HHS; from 2005 – 2008, he served as health policy advisor under HHS Secretary Michael Leavitt. While serving as acting General Counsel, Thomas oversaw a staff of some 450 attorneys responsible for reviewing every regulation and interpretive guidance published by the Department. In that role, he provided legal advice to Secretary Leavitt, along with the Administrator of the Centers for Medicare & Medicaid Service and Commissioner of the Food and Drug Administration
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Mary Bradley
As the Director of Health Care Planning for Pitney Bowes, Mary is responsible for the development of the U.S. Health Care strategy including quality assessment of health care programs, management of health care suppliers, development and management of the health care budget, and the communication of plan offerings for Pitney Bowes’ 28,000 active and retired employees and their dependents.
Mary is the Chair of the Board of Directors for the North East Business Group on Health, a board member of the National Business Group on Health’s Institute of Health and Productivity and Cost Institute and serves on advisory boards for CIGNA, NCQA, IFEBP and the National Business Coalition on Health’s eValue8 product.
Mary has been a HighRoads client since 2003.
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Michael Byers
Mike is CEO and President of HighRoads. He is the visionary helping to drive the strategic direction of HighRoads as the only company giving the world's largest employers complete control over their health care costs and compliance. Mike oversees sales, services, marketing, product development and finance. While at HighRoads he has lead the transformation of the Company from a software company to a technology enabled services organization.
Mike was previously CEO of Centive, a founding company in the Enterprise Incentive Management (EIM) market, while at Centive he raised in excess of $70 million in venture capital, built the management team and grew revenue from zero to in-excess of $25 million. Prior to joining Centive, Mike served as CFO and VP Finance for NuMega Technologies, Inc where he negotiated the sale of the company to Compuware (NASDAQ; CPWR) for $150 million. Mike has also held senior finance positions in the software industry including SQA, Inc., and Object Design, Inc.
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Kim Buckey
Kim is the national lead for the HighRoads Communications consulting practice focused on delivering high value strategic and practical solutions for clients in an efficient manner leveraging the HighRoads technology platform.
Previously, Kim served as national compliance champion and global quality leader for Watson Wyatt's communication practice. In her 30-year career Buckey has helped dozens of companies meet their compliance requirements by completing hundreds of health and welfare and retirement plan SPDs.
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Lisa Gomez
As a Sr. Benefit Analyst for Con-way Inc., Lisa is a member of the team responsible for the development of the U.S. health care strategy including assessment of health care programs as measured against potential job market competition. Additionally, Lisa’s day to day focus includes management of vendors, including quality of customer service and accuracy of administration. Lisa also works closely with both external and internal contacts to development a communication plan for Con-way’s 26,000+ active and retired employees and their dependents. Until 2011, Lisa was internal project manager for the updating of Con-way’s Summary Plan Descriptions (SPD) and all Summary of Material Modifications (SMM).
Lisa became a HighRoads client in 2011.
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Rich Lustig
Rich has been with Lockheed Martin for over 14 years and serves as the Senior Manager of Employee Benefits and HR Programs. Rich is responsible for plan governance and compliance, ERISA claims process, executive insurance plans and department financial management. He is also the functional lead for business unit mergers and acquisition activities.
Prior to Lockheed Martin, he worked at US Airways, Citibank/Citicorp, McGraw-Hill, Inc., American Broadcasting Companies, Inc.
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Dick Wood
Dick is a seasoned professional with over 35 years of experience in the software industry ranging from Development, Professional Services and Account Management. Having joined the company in 2001, Dick has been an integral part of the transformation and growth of HighRoads. In his current role as Product Manager, Dick is responsible for taking product enhancements from concept to delivery. In addition to his role as Product Manager, he is also responsible ensuring The Lab is populated with current plans and QuickSPD templates are updated with the most recent regulatory and statutory changes.
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