2015 Symposium Speakers

Jessica Waltman, NAHU Senior Vice President of Government Affairs
Jessica Waltman
Presentation: Looking Ahead - The Political Outlook
Review of the political landscape. Understand the impact of potential policy changes. What new legislative changes will impact the market? Changes coming to the employer market now and beyond the employer mandate.

Jessica Waltman is Senior Vice President of Government Affairs for the National Association of Health Underwriters (NAHU). NAHU represents more than 100,000 health insurance agents, brokers and consultants involved in the sale and service of health, long-term care, disability, Medicare Advantage, Medicare Supplement and a variety of consumer-driven insurance products. In her current position, Jessica coordinates all of NAHU’s legislative and regulatory efforts to advance the interests of professional health nsurance producers. This includes NAHU’s lobbying efforts before Congress and the Executive branch, the association’s monitoring of the activities of all state legislatures, insurance departments and intergovernmental organizations and management of the association’s government affairs department. Jessica oversees NAHU’s analysis of state and federal policy proposals and coordinates the association’s internal policy working groups and task forces. She serves as the primary drafter of NAHU’s position statements and white papers, and works with the NAHU Education Foundation to create charts, analyses and other health policy research publications for use by NAHU members in their lobbying efforts. Jessica also directs the administration of the Health Underwriters Political Action Committee (HUPAC) and NAHU’s annual Capitol Conference, a four-day meeting in Washington, DC comprised of educational sessions, political speakers and grassroots lobbying for NAHU members.nahu.org

Wayne Goodwin, North Carolina Commissioner of Insurance
Wayne Goodwin
Wayne Goodwin was elected by the citizens of North Carolina in 2008 as the state's tenth Insurance Commissioner. As Insurance Commissioner, Goodwin has been a champion for consumers through fair rate making, injury prevention efforts, and close regulation of insurance company solvency and industry practices. Since taking the oath of office, he has redoubled the department's efforts in fighting insurance fraud and has saved approximately $1 billion for North Carolina's consumers and businesses. Goodwin has also served as vice chair of the professional health insurance advisors task force of the National Association of Insurance Commissioners (NAIC). In both his State and national work, Insurance Commissioner Goodwin has brought a level-headed, balanced approach to governance, focusing on consumer protection, fair pricing of products and services, a competitive/solvent market, and strong anti-fraud efforts. www.ncdoi.com

Ryan Thorn, NAHU President
Ryan Thorn
Presentation: The Agent of Change- NAHU's role and influence in ACA implementation
NAHU has been instrumental in advising federal agencies in implementation of the ACA. Ryan discusses key advice given to HHS, CMS, Treasury and the White House. Ryan also discusses the role the agent plays in this new marketplace.

Ryan began his career in 1983 working for New York Life Insurance. His interest quickly developed in health insurance and in 1985 he focused his time in the group and individual health market. He is an independent personal producer and established his own agency in 1990. Active in leadership positions since 1992. Ryan served on the Utah State board through each position including president in 2000. During his term, Utah won several NAHU awards including the National Champion Gain Membership Award, the Landmark Award and had the national recruiter of the year. He then served as the Region 7 HUPAC chair until July 1, 2005 when he became the NAHU Region 7 RVP. After serving 2 years as RVP, he then served on the NAHU Education Foundation, including chair of the Foundation in 2009-2010. He also served on the (YAHU) Young Agents Health Underwriters, NAHU E/O, and the LPRT/Soaring Eagle committees. He was sworn in as NAHU President on July 2, 2014 at the 84th Annual Convention in Scottsdale, AZ. In 2001 Ryan received the NAHU State Legislative Achievement Award presented at Capitol Conference. The state of Utah presented him with the 2002-2003 "Health Underwriter of the Year" award and in 2006 was awarded the "Lifetime Achievement Award". Ryan has a love and passion for golf and enjoys his weekly golf outing with his wife Robin. Over the past several years he has developed into a real "Dance Dad" as he supports his daughters in their various dance programs and competitions. Ryan said, "I am grateful for the support of my dear wife, Robin and my four wonderful children. I could not fulfill my NAHU duties and responsibilities without their devoted support". He feels there is no other association with the quality of people that you find in NAHU.

Alan Katz, Sales & Marketing Leader, Past President of California AHU
Mark Gaunya
Presentation: Wellness that Works
Wellness and prevention programs hold the potential to dramatically lower medical spending while improving the productivity of America's workforce. Whether wellness and prevention programs actually deliver on this promise is in dispute. This presentation highlights recent findings and case studies to identify wellness programs that deliver measurable health improvements and cost savings. The course also shows how the Patient Protection and Affordable Care Act encourages and regulates wellness and prevention programs, while actions by other federal agencies may hinder their effectiveness.

Alan Katz speaks and writes nationally on wellness, health care reform, sales and marketing, and strategic planning. He is the author of Trailblazed: Proven Paths to Sales Success, which provides insights on the steps professional producers take to achieve substantial sales growth. Alan has a long and successful history leading sales organizations within companies ranging from start-ups and to Fortune 25 corporations. His consulting firm, the Alan Katz Group, provides sales development and business strategies to health insurance carriers and agencies. Alan is also a principal of Insurgency Benefits, which aims to bring non-traditional benefit programs to the market designed to reduce employers' costs, improve employees' health, and provide producers with a market advantage. A past President of the California and the National Associations of Health Underwriters, Alan also led the legislative efforts of both organizations including testifying before several Congressional and state legislative committees. In 2003 he received NAHU's highest honor, the Harold R. Gordon Memorial Award, as Health Insurance Person of the Year. He was named CAHU's Member of the Year in both 2000 and 2007. Outside of the insurance industry, Alan has been an investigating attorney with the U.S. Securities and Exchange Commission, Chief of Staff to California's Lieutenant Governor and a member of the Santa Monica City Council. .

Mark Gaunya, GBA, LIA, Past President of Massachusetts AHU
Mark Gaunya
Co-author of Bend the Healthcare Trend, a book written to demystify Consumer-Driven Health and Wellness Plans with client case studies to share theory and show application. Co-author of Inspire to Act, a book written about living an attitude of gratitude with 100 short stories paying it forward. Quoted and published in the Wall Street Journal, Boston Globe, Boston Business Journal and Employee Benefit Advisor to name a few. Featured speaker at the National Association of Health Underwriters (NAHU), Million Dollar Round Table (MDRT), Top of the Table and Employee Benefit News and other regional and national associations. NAHU Chair, Healthcare Cost and Quality Transparency Workgroup. Past President, Massachusetts Association of Health Underwriters, Member of MDRT and Top of the Table as well as a board member of various insurance company advisory boards.

Garland Scott, CEO UnitedHealthcare of the Carolinas and Georgia
Presentation: Small Group vs. Individual - Pros and Cons of Group Dissolution
The pros and cons of offering group coverage versus dissolving into individual plans varies widely by employer and employees. Learn what employers and agents should consider when making the choice. Which employees benefit and which will lose.

Garland Scott is the Chief Executive Officer for UnitedHealthcare of the Carolinas and UnitedHealthcare of Georgia. As CEO, Garland is responsible for health plan operations which represents approximately 1.3 million covered lives and over $600 million of medical spend in the region. As its Chief Executive Officer, Garland is also charged with leading the health plans to successfully deliver affordable, quality health care programs to employers and members, which provide broad access to physicians and usable member tools to improve the overall health and well-being of the population served. Garland joined UnitedHealthcare as Chief Executive Officer with UnitedHealthcare of the Carolinas and Georgia. Prior to that, he was with John Deere Health for 14 years as the Chief Executive Officer of Iowa and Illinois. John Deere was acquired by UnitedHealthcare in 2005. Garland has over 25 years of experience working in the health care and insurance industries. In his leadership positions, Garland has worked with notable clients including Eastman Kodak, Citigroup, Kroger, Bridgestone/Firestone, John Deere, General Shale, VF Corporation, as well as key public and government clients, including the State of Tennessee, the State of Iowa, the City of Memphis, and the City of Little Rock, the State of North Carolina, City of Greensboro, and Guilford County, NC. Garland has been involved in expanding and managing programs that provide insurance options that increased coverage and access for children like TennCare (Tennessee) and CHIP (Child Insurance Program) in Iowa, and seniors as he was involved in large expansions of Medicare Advantage offerings in Iowa, Illinois, Tennessee and Virginia. He holds a BS and MBA in Economics and Finance from East Tennessee State University. He is married with 4 children. Garland currently serves on the Board of Directors of Greensboro Partnership, YMCA of Greensboro, Salvation Army, North Carolina Chamber of Commerce, and North Carolina Prevention Partners. Garland also served on a Health Benefit Exchange implementation group sponsored by the North Carolina Department of Insurance, and is a member of the 2010-2011 class of Leadership North Carolina.

Mel A. Schlesinger, RHU, REBC, CGMC, Past President of North Carolina AHU
Presentation: The 10 Missed Opportunities with LinkedIn
LinkedIn is the most powerful Lead Generating Machine on the web. We will cover an introduction to the "MAP to More Sales", the 10 missed opportunities, and the truth about Facebook, Twitter and other Social Media. In this presentation you will be introduced to ideas that are guaranteed to help increase your sales.

Mel Schlesinger has more than 30 years of successful commission-only sales experience. Using his 25 years of group insurance sales experience Mel helps employee benefit professionals transform their businesses so that they can thrive in the post-PPACA world. He is committed to helping benefit professionals not only grow their businesses but more importantly helping them make a real and lasting difference in the business of the employers they serve and the employees working for those employers. Mel has spoken nationally on subjects such as: Managing the Sales Conversation, Making a Difference with Ancillary Benefits, Creating a $200,000 Residual Income with Dental Insurance, New Media Sales Systems and Asking Really Great Questions. In 2013 Mel created the LinkedIn Lead System, a guaranteed method for creating referrals and warm leads at will. In addition to speaking, training and coaching Mel is a regular columnist for Employee Benefit Advisor and an occasional contributor to HIU Magazine. He is the author of the 2009 book Get More Group Clients. Mel has served in numerous leadership positions within NAHU, including having served as the 2011-2012 NAHU President. Today Mel is the President Elect of the Triad AHU in Greensboro NC.

Karen Kirkpatrick, Senior Compliance Officer, Infinisource, Inc.
Karen Kirkpatrick
Presentation: Payroll and HR Pitfalls that Prevent ACA Compliance
Discover 3 specific areas that all but eliminate your hopes of employer ACA implementation success unless fixed. Our speaker, Karen Kirkpatrick of Infinisource, will focus on key areas such as: 1.Compensable time. 2.Worker classification. 3.Job descriptions.

In the sixteen years Karen Kirkpatrick has worked with Infinisource, she has gained a national reputation for being one of the foremost experts on HR Compliance, COBRA, HIPAA, FMLA, Consumer Driven Health Plan Options, Health Care Reform and other benefit laws. During her tenure at Infinisource, she has conducted more than 1,000 seminars, webinars and executive briefings on numerous federal insurance laws, human resource compliance, consumer driven health care and health care reform. She has written or contributed to several publications, including HIU, the magazine of the National Association of Health Underwriters, Thompson Publications and the National Health Informationfs Consumer Driven Health Care. She speaks at national and regional conferences including NAHU and SHRM events on both benefit and employment related compliance topics, as well as webinars for agencies and organizations nationwide. A nationally recognized speaker, Karen brings the audience intense payroll, HR or benefits (including ACA) regulations in an easy]to]understand format. She is known for not only her compliance expertise, but her ability to make sense of compliance "spaghetti" and provide the audience with actionable items and clear language to pay it forward (educate others). Karen brings Infinisource the valuable expertise of many years of marketing and professional development experience with several prominent financial, insurance and restaurant institutions, including Northwestern Mutual, Shearson Lehman and DFR. She has been actively involved with Toastmasters International, which helps individuals become more effective speakers, leaders and listeners.

Pam Silberman, JD, DrPH, UNC Gillings School of Global Public Health
Pam Silberman
Presentation: Medicaid 101: From the Basics to Marketplace Integration
One challenge of Marketplace enrollment is knowing when an applicant is eligible for Medicaid and when they are not. Learn the basics of Medicaid eligibility, from income to assist tests. Understand the citizenship and residency requirements. Find out which Marketplace questions relate to Medicaid eligibility and find out how to appeal a determination.

Pam Silberman, JD, DrPH, is a professor of the practice in the Department of Health Policy and Management in the Gillings School of Global Public Health where she teaches courses on the health care system, services for underserved populations, program evaluation, and the health policy process. She also serves as the associate director for policy analysis at the Cecil G. Sheps Center for Health Services Research at the University of North Carolina in Chapel Hill. Her research interests focus on Medicaid, the health care safety net, the uninsured, rural health, and the Affordable Care Act. She recently stepped down as president and CEO of the North Carolina Institute of Medicine (NCIOM). She served in this position from 2005-2014, and as vice president from 1999-2005. In this position, Dr. Silberman worked with advisory committees helping to identify the decisions the state must make to implement the Patient Protection and Affordable Care Act (2013). Dr. Silberman graduated with a doctorate in public health from the UNC School of Public Health in December in 1997. She obtained her law degree from the University of North Carolina at Chapel Hill in 1981, and her bachelor's degree in political science and psychology from the University of Illinois, Urbana in 1977.

Madison Hardee, Legal Services attorney in Charlotte, NC
Amanda Hohenbery
Presentation: Medicaid 101: From the Basics to Marketplace Integration

Madison Hardee is a Legal Services attorney in Charlotte, NC specializing in access to healthcare for low income families. Madison received her B.S. in public health from George Washington University and her J.D. Tulane University School of Law. As a former volunteer EMT, Madison saw firsthand the health care barriers low-income families and underserved groups face; her decision to attend law school was motivated by the desire to improve access to affordable, quality healthcare for all. In addition to representing clients in public benefits cases, Madison manages the health insurance navigator project at Legal Services of Southern Piedmont. She supervises a team of navigators who provide enrollment assistance in many locations across Mecklenburg county.

Eric C. Ludwig President & CEO, Interactive Medical Systems
Eric Ludwig
Presentation: The Skinny on "Skinny Plans"- Minimum Essential Coverage
Review the implications of the ACA Employer Mandate to offer coverage and explore some options to traditional "Major Medical" coverage. We will discuss the risk management process and the "pros and cons" of offering a "Skinny" plan to employees.

Eric Ludwig has extensive experience in the Benefits and Human Resources field. After starting his career with Blue Cross Blue Shield of SC, he worked with Interactive Medical Systems from 1986 until 1992, where he held positions from Account Representative to Vice President of Administration. From 1992 until 2000, he worked in the Manufacturing, Service and Healthcare industries holding various positions in Human Resources ranging from Corporate Benefits Manager to Director of Human Resources. In 2000 he returned to IMS as President and CEO. Throughout his career, Eric has been an advocate for healthy living and wellness. He is a life-long runner and has completed many races including 5k, 10k and the Chicago Marathon. As a consultant and in direct HR roles, he has developed incentive based programs that encourage plan members to take accountability for their health and wellness. Eric is a member of Society of Professional Benefit Administrators (SPBA), the Self Insurance Institute of America (SIIA), and the Society for Human Resource Management (SHRM). He has served on the SIIA Educational Task Force and holds a Life Certification as a Senior Professional in Human Resources (SPHR) from SHRM. He is a past member of the Board of Directors of Delta Dental Plan of NC, and TPA Resource Group. Eric Ludwig received a Bachelor of Science degree in Business Administration, with a double major in Finance and in Insurance and Economic Security, from the University of South Carolina.

Amanda Hohenbery, Insurance Agent at Rick Bailey & Company
Amanda Hohenbery
Presentation: Private Exchanges Demystified
Private exchanges is a hot topic post-ACA but confusion still surrounds what they are and how agents can use them. Learn about the various types of private exchanges and how to determine which type is best for your agency. Should you use a private exchange, what can you expect? How do you market it and maximize enrollment?

Amanda Hohenbery is a founding partner of Inrollit Private Exchange in Atlanta, Georgia - a white label private exchange designed for independent agents to offer products and technology solutions for individual, small and large group clients. After graduating Magna Cum Laude from Reinhardt University and Kennesaw State University, Amanda joined her father's health and life insurance agency, Rick Bailey & Company, in 1998. She worked primarily with individuals and small businesses, and developed a quoting tool which increased her agency's individual sales by 600 percent. Amanda is a member of the National Association of Health Underwriters (NAHU), Georgia Associations of Health Underwriters (GAHU), and Atlanta Association of Health Underwriters (AAHU), where she has served as Media Chair. Amanda has been featured on HLN, Atlanta Business Radio, the Atlanta Journal and Constitution, and other news publications. Amanda lives in Canton, Georgia with her husband, Brian, and children, Bailey and Drew.

Polly and Doug White
Polly and Doug
Presentation: let go to GROW
Why do some businesses thrive, while others flounder-unable to reach the next level? Let Go to Grow shows that the difference lies in how well the principal (i.e., the leader, the owner, the entrepreneur) is able to let go of daily responsibilities and delegate tasks to trusted employees and managers. Using real life examples, Let Go to Grow illustrates how the principal's skill-set must change to allow the business to prosper. But, it goes beyond simply spelling out what needs to be done; the book explains how to do it in clear, concise and practical terms.