woman raising hand in group

Breakout Sessions

Saturday, June 25

Big Stage Toaster

Group Productivity Meditation

Presented by Naama O. Pozniak, CEO of Paz Holding Inc. (dba A+ Insurance Service)

Session time: 3:15-3:30 p.m.

Join our community as we kick off NAHU National Conference 2022, get inspired, and experience how to add a cost-containment healing strategy to your daily experience.

Our US healthcare system has betrayed us. Now is the time for a change to empower ourselves, our families, and our communities to lower healthcare expenses and optimize outcomes through intelligent self-care. In the 'new now,' as we adapt to new ways for the upcoming hybrid event. Incorporating guided meditation at every event can allow us to join the conversation and experience simple techniques that can help relieve the underlying causes of many diseases: stress, anxiety, and disconnection.

For a transformative way to help us connect, engage, and become fully present. Past attendees shared that Naama's meditation sessions have helped them evolve, learn, share, and connect to their 'innermost desirable goals.'

Note that this session is not an active physical session; there is no need to change into athletic wear. Instead, let's hybirdly move together into a productive, focused, and energized mindset.

Burnout Prevention

Presented by Michael Levitt, Chief Burnout Officer at Breakfast Leadership Network

Session Time: 3:30-4:30 p.m.

Individuals are overwhelmed at alarming rates because they tell themselves they have to constantly deliver, so they're burning out or they're leaving their jobs, aka "The Great Resignation." The COVID-19 pandemic has amplified this, due to the unknown demands around the return to the office and/or working from home.You'll learn key takeaways on what burnout is so you can quickly identify it in your life. Next, you'll learn how people become burned out. Finally, you'll learn how to get out of burnout, once and for all. The audience will leave with actionable steps that they can immediately use, to transform from an overwhelmed life to their ideal life.

Sunday, June 26

Big Stage Toaster

Law of Attraction; The Art of Significant Communication

Presented by Dan Clark, Author, Motivational Speaker, and CEO of Clark Success Systems

Session time: 4:30-5:15 p.m.

How to Network & Influence through Speaking & Storytelling!

Dan teaches we don’t attract who we want – we attract who we are – we attract what we believe we deserve in the way we engage, communicate, and connect. Steve Jobs said, “The most powerful person in the world is the storyteller who unlocks a shared dream.” Warren Buffet said, “Mastering public speaking is the #1 skill to boost a career and raise your personal value by 50%.”

  • Attendees Learn To Answer: Why Should I Listen To You? Can I Do It Too? How Do I Do It? – Knowing People Don’t Care How Much We Know Until They Know How Much We Care.
  • Attendees Learn How To Craft And Tell A Powerful Story That Is Funny, Provocative And Emotional.
  • Attendees Leave Equipped With The Skills To Choose The Right Story At The Right Time To Release Endorphins, Dopamine, Oxytocin Or Serotonin To Influence How People Take Action!

Monday, June 27

Big Stage Toaster

How to Empower Employees to Reduce Health Care Costs

Presented by Marshall Allen, Author/Journalist/Educator

Session time: 8:30-9:15 a.m.

Working Americans and employers are being burdened by out-of-control health care costs. With proper education, employees can be empowered to lower health care costs for themselves, their families – and their employer sponsored health plans. Journalist Marshall Allen will show how it’s already happening. His book, “Never Pay the First Bill: And Other Ways to Fight the Health Care System and Win,” is a field guide that’s helping patients save hundreds and even thousands of dollars per health care interaction.

Professional Development Tracks

Shifting Client Priorities

Coffee Wisdom: Lessons from Brokers in Cars Getting Coffee

Presented by Reid Rasmussen, Co-Founder and CEO of Freshbenies

Session time: 9:30-10:15 a.m. 

How did brokers adjust their businesses in recent years? What innovations are worth the effort in this 'Now Normal?' How are diverse professionals succeeding in our industry? Brokers are sharp, and they've got a lot to say. Especially if you get them out of their office and soften them up with a great cup of coffee. That was the goal of the video series, "Brokers in Cars Getting Coffee." This breakout will mix highlights of great recorded pieces of wisdom, mixed with a live panel made up of past interviewees: David Smith, Bret Brummitt, Kevin Trokey, Eugene Starks & Emma Fox.

Food is Medicine

Presented by Susan Rider, Director of Compliance & HR Consulting Services at Human Capital Concepts

Session time: 10:30-11:15 a.m.

Your "fuel" comes from the foods you eat — what's in that fuel makes all the difference. Put, what you eat directly affects the structure and function of your brain and, ultimately, your mood.

How often do you eat your rainbow?

This session will provide a cross walk of ways to incorporate food into your well-being strategy at your agency and at the employer groups you consult.

  • Food and mood
  • Food impact - ADD/ADHD, major depressive disorder, PTSD, Schizophrenia, and Alzheimer's dementia
  • Food impact - chronic diseases (diabetes, maternity, heart disease, asthma/COPD, and many others)
  • How to choose the right food choices to impact your levels of fatigue and impaired decision-making and can slow down reaction time
  • Addressing social determinants in the workplace through plan design

The Future for Cannabis as an Employee Benefit – Thoughts about Data

Presented by Don Parisi, President of Bennabis Health

Session Time: 1:45-2:30 p.m. ET

Many people are using medical cannabis as replacement medicine for their conditions; but only those who can afford the out-of-pocket cost can do so. This presentation is about gathering data to discern whether adding medical cannabis as an employee benefit can not only give more patients access to medicine that may hep them medically, but also inure to the benefit of self-funded plans by reducing overall costs of care.

Healthcare Continuum Switching from a Fully Insured Health Plan = Responsive Employees

Presented by David Smith, Senior Vice President of Eben

Session Time: 2:45-3:30 p.m.

Making the move from fully insured to self-funded health plans may allow an employer to save money, enjoy greater flexibility, use actionable data and assume more control over its health care spending. When the transition is smooth, employees may hardly realize a shift is happening. But for the business leaders working behind the scenes, moving from fully insured to self-funded can take months of careful planning and strategizing. 

David Smith will walk through an overview of the complexities and anticipations of the new challenges that might come up during the transition (including discussion on banking issues that are often ignored) and how to minimize employer stresses.

Reframing the Benefits Landscape

Data Driven Decision Making

Presented by Ben Winfield, Vice President of Channel Partnerships at Rover Analytics

Session time: 9:30-10:15 a.m.

This session will provide an in-depth look at the different ways to obtain data for employer groups, specifically related to their claim's history or usage. Details of different methods to obtain data will be given when the group is unable to receive an experience report from the insurance carriers. We will outline the pros and cons of various methods to obtain data and how to use multiple data sources together to help make appropriate decisions for an employer group. We will also discuss artificial intelligence and its impacts on data available and how it can help with health monitoring analytics to improve the health of the employees. 

Health Plan Analytics: a 2021 DPC Case Study

Presented by Rhea Campbell, Co-Founder and CEO of ImagineMD, Alex Lickerman, Founder, Chief Medical Officer, and Direct Primary Care Physician of ImagineMD, and Dr. Jeffrey Gold, CEO of Gold Direct Care

Session time: 10:30-11:15 a.m.

Innovators continue to trumpet the benefits of DPC to self-funded health plans: better access to care, better quality of care, and most importantly, lower costs of care. But are these benefits real? Is there any data that proves adding DPC to a self-funded health Plan reduces the Plan’s overall costs? In fact, now there is. Come and hear how ImagineMD improved access to care while simultaneously reducing the overall cost of care to the Plan even more than did a comparable plan using reference-based pricing. 

High-Impact Benefits for a New Generation

Presented by Michelle Barki, Senior Legal Counsel at Medcom Benefit Solutions, and Derek Ashton, Strategic Client Relationship Consultant at Medcom Benefit Solutions

Session time: 1:45-2:30 p.m. ET

This presentation will cover less known and emerging benefit programs that appeal strongly to millennials and are expected to grow in popularity in the near term (examples include lifestyle accounts, Section 139 disaster relief programs, financial wellness programs, and education assistance).

Being Human in the Age of Digital Innovation

Presented by Jeff Butler, Author and Workplace Strategist

Session time: 2:45-3:30 p.m.

Digital innovation not only changes corporations but also who we are as humans. Technology continues to evolve at an exponential rate, swiftly collapsing industries that took decades to build. As innovative technology updates every day, questions arise such as: How will this evolution change the way we humans work?  What does this mean for the next generation? The reality is that every industry will be affected just as any other. 
In his presentation, Jeff Butler unravels which technological changes to anticipate (such as autonomous vehicles, Blockchain and artificial intelligence) and how their integration impacts the workforce, not only from a business perspective but sociological, psychological, and existential as well.  How might this wave of change affect industries—and us as the people that work for them—faster than experts originally anticipated?  While inevitable, one of the most important things that people can do now is learn where the tide is coming from… and be prepared for its impact.  Jeff’s timely presentation will help guide and navigate conference attendees through this meteoric challenge called “technology change”! 
Learning Points 

  • Explore what are the impacts of block chain technology on the financial economy
  • Learn how technology is unraveling the ways our brains work and what that means for our future 
  • Discover how artificial intelligence is on course to bring some of the most challenging times in our history 
  • Techniques to spot effective succession planning. 

Trending Topics in Healthcare

4 Keys to Improve Client Relationships From the Start

Presented by Steve Ogden, Sales Manager for AgencyBloc

Sponsored by


Session Time: 9:30-10:15 a.m.

You’re always looking for ways to improve your customer experience and increase client retention. Not only is it good for business, but it’s also great for your brand. Clients who have a great experience are much more likely to refer you and tell your agency’s story for you. In this webinar, learn four ways you can immediately improve your client relationships and write a great agency story.

Pharmacy Benefit Partnerships -- What to Look For (with a magnifying glass)

Presented by Kelly Chillingworth, Director of Business Development at RxBenefits

Session Time: 10:30-11:15 a.m.

The Pharmacy Benefit Management space is so confusing and changing all the time – not sure how to stay on top of your vendor selection A-game?  Please join us for some real talk about what consultants and clients need to look for, and watch for, in the search for a great pharmacy partner.  We will cover the real impact of high-quality member service, what hides in contract language that could hurt the client, and the auditability of guarantees and terms.  Expect to hear about analytics and innovation  – the need for data-driven decisions, what really drives change in our industry, and some best practices around telling the whole story to the client.  Join us!

What Constitutes True Differentiation?

Presented by Gordon Zellers, Advisor at InCite Performance Group

Session time: 1:45-2:30 p.m.

True differentiation isn’t just saying you are different; it is time to do the necessary work to truly be different. 

The first part of the discussion will walk you through a series of applicable personal exercises that will challenge the way you think about yourself and your organization. Gordon will walk you through an approach that will change the way you think about “your pitch” to ensure you are creating a personal brand, one that is focused on your “unique abilities.” The subsequent portion will focus on packaging your personal messaging while adding the organization’s value proposition. We will dive into using unique language, sequencing, using behavioral science to persuade, and finally, the power of storytelling. Ultimately, the outcome is an approach to truly differentiate yourself and your agency in a commoditized industry.

What I Wish I Knew Before I Sold: Tax, Budgeting, Planning & The Shift From Owner to Employee

Presented by Chuck Goldblum, Founder & Portfolio Manager at Hurley Capital, LLC

Session time: 2:45-3:30 p.m.

Selling your business may be the largest single transaction in your life. Learn how to maximize the personal factors associated with a business sale, including tax optimization, estate planning, and the anxieties of lower salary and higher expenses.

Legislative Impact

Compliance Corner

Presented by Jennifer Berman, CEO of MZQ Consulting, Samantha Malovrh, VP of Compliance Consulting at OneDigital, and Barb Gerken, Director of Health Care Reform Compliance at First Insurance Group 

Session Time: 9:30-10:15 a.m.

Join the foremost compliance experts amongst the NAHU membership for an in-depth look at the most pressing compliance topics facing our industry today.

The Intersection of Leave Laws & Employee Benefits

Presented by Marilyn Monahan, Owner of the Monahan Law Office

Session time: 10:30-11:15 a.m.

HR and benefit professionals must master the complexities of various overlapping leave laws—including FMLA and USERRA—and understand how those leave laws impact employee benefit plans.  This program focuses on the administration of health benefits and cafeteria plan elections during leaves—beginning with an overview of when the laws apply and then delving into the details of benefit administration by walking attendees through real world examples.  The program will address which benefits employers must offer, for how long, and who has to pay for them.  This program will also highlight tips, traps, best practices, and action items. 

Learning Objectives/Outcomes:  

  • Understanding how to administer health benefits during an employee’s leave 
  • Understanding the interrelationship between various leave laws 
  • Practical tips for compliance 

Transparency: No Surprises

Presented by Paul Roberts, Director of Education and Market Development at Word & Brown General Agency

Session time: 1:45-2:30 p.m.

This session focuses on the latest federal initiatives to combat “surprises” in health insurance. From Affordable Care Act’s recent Transparency in Coverage (TiC) regulations, to the Consolidated Appropriations Act (CAA) of 2021’s “No Surprises Act” changes for health plans and providers, to CAA’s broker commission transparency requirements, transparency has never been more of a focal nucleus in our industry. These changes impact almost all parties in insurance – providers, hospitals, Rx drugs, insurance agents, plans (even grandfathered plans). Join us for an overview and discussion of these changes – where, ironically, you will likely uncover some “surprises” within these new rules and laws. 

What MHPAEA Requires and a Walk Through of NQTL Requirements

Presented by Jennifer Spiegel Berman, CEO of MZQ Consulting

Session time: 2:45-3:30 p.m.

In this session, Jennifer Spiegel Berman will provide a comprehensive primer of Mental Health Parity and Addiction Equity Act compliance. The session will include information of all of the MHPAEA requirements, including its rules related to both quantitative and non-quantitative treatment limitations. General guidance will also be provided on the steps brokers and advisors should be taking now to help bring their plans into compliance.

Medicare Showcase

Medicare Advantage Trends for 2023 

Presented by Tim Brousseau, Senior Vice President at Deft Research 

Session time: 9:30-10:15 a.m.

Trends for 2023 - Nearly 42% of all Medicare beneficiaries are enrolled in Medicare Advantage plans and it looks like continued robust funding is likely for 2023. Learn all about MA trends with us and what you might expect to see for Plan Year 2023.

Grass Roots Medicare Marketing

Presented by Rebecca Davis, Founder and CEO of Kannonball Insurance Solutions LLC

Session Time: 10:30-11:15 p.m.

While there are many ways to offer your services to Medicare beneficiaries, some leads generation can be cost prohibitive. Find out some of the best ways to find clients needing your help in your local area with cost-effective grassroots marketing. 

Solo Producer to Small Agency: What Every Medicare Entrepreneur Should Know

Presented by Danielle Kunkle-Roberts, Co-founder of Boomer Benefits

Session Time: 1:45-2:30 p.m.

Growing your agency leads to so many questions. Should you hire an admin first or salesperson? And would you pay them 1099 or should they be a W-2 employee? Do you need to recruit a downline to be successful? And what are your first marketing and branding steps for success?  

Social Selling: How to Market Your Medicare Agency Online

Presented by Sandra Gebhardt, Digital Marketer at Sandra Gebhardt Marketing

Session time: 2:45-3:30 p.m.

Selling in the digital age means you need to understand how to market yourself online. If you have felt that Facebook or Instagram is just too complicated - learn the first steps for some easy social selling. 

Big Stage Toaster

The Millennial Workforce and Stay Competitive

Presented by Jeff Butler, Author and Workplace Strategist

Moderated by Reid Rasmussen, Co-Founder and CEO of Freshbenies

Session Time: 3:45-4:30 p.m.


Have you ever struggled to recruit the right person for your team? And if you were able to find them, was it even more difficult to keep them? More than ever before, talent is in peak demand and companies are having to completely change the way they view human capital to stay competitive. In this program you will hear up-to-the-minute data and case studies presented by author Jeff Butler on how organizations are winning the war for talent. Jeff has helped dozens of companies to win the war for talent and has seen unusual and groundbreaking ways to attract talent that many employers are chasing after. 
Jeff has mapped out the complete employee life cycle from hiring, managing to retaining. Each segment covers key areas where companies often lose their talent ranging from: mistakes in their recruitment process, to failing to adjust management styles to accommodate the changing workplace expectations. Both high-level theories as well as tactical strategies on workplace leaders are included so leaders can guide their teams to talent victories. Sometimes it’s a simple change like adding a video to a job ad, other times, it requires viewing your company in a completely different paradigm. 
Learning Points 

  • Explore what are the impacts of block chain technology on the financial economy 
  • Learn how technology is unraveling the ways our brains work and what that means for our future 
  • Discover how artificial intelligence is on course to bring some of the most challenging times in our history