overlooking a crowd during a large presentation

Professional Development Breakout Session Schedule


Don't be a Square – Think Outside of the Box – Vanguard Partnership

Brokers Can Make a Real Difference and Get Paid More to Do It – LPRT Partnership

What About You: Professional and Personal Development

Creative Plan Design Options

Medicare Macro


Finding, Hiring and Mentoring Interns – Megan Chiarello

Breaking the ice with Quizzify – Al Lewis

Running Your Business Series

Health Care Affordability Solutions – Real Cost Cutting Today! –Daniel R. Meylan, Bill Ashley,  Dr. Josh Umbher, Sean Kelley, David Berman, &Gregory Everett

Regulatory Rules/Changes: Observation, MACRA – What Members Need to Know


Strategic Philanthropy: Move over CSR (Corporate Social Responsibility), the New Trend is Shared Social Responsibility! – Dan Rashke

Identifying and Incentivizing Value Based Care: Finding, Charging, Getting Paid, Plan Design, etc. – Mark Davenport, Jeff Bernhard & David Contorno

Extemporaneous Speaking and Performance – Karen Kirkpatrick

Looking For EBITDA? Aiming to Consult? Try Ancillary Optimization! – Kevin Curran & Matt Masone

Assisting with Medicare Enrollments - What’s the Scoop on Scopes and What You Need to know about Social Security


Referenced-based Pricing – Jon Jablon

Importing Drugs/Exporting Patients: Finding the Right PBM.  Integrating the Right Solutions into the Plan Design – David Contorno, Marc Grossman & Bill Hepscher

Hard Data and Best Practices on Cross-selling Between Benefits and P&C – Billy Bridwell

What It Means To Be A Group Health Plan Fiduciary – Speaker from the DOL

Pharmacy – reactive and proactive tools and consulting


Technology and the Broker – Andrew Flanagan

How to Deliver Value Based Care – David Contorno, Billy Bridwell, Russo/Callender, Al Lewis, Mark Davenport, Bernhard, Marc Grossman & Bill Hepscher

Preparing for Life After Your Deal – Jim King

How to be a Leader in the Opioid Crisis as a Broker – Cristy Gupton



Changing the Primary Care Delivery Model; Innovative Strategies Using on Site par Practitioners to Save Lives –  Christopher Yarn

Performance Based Broker Compensation: The Contracts, Commitments and Compensation – David Contorno

Burst the Leadership Bubble – Dr. Karen Keller

Workplace Wellness Incentive Laws: New Cases, ACA, ADA and GINA – Barbara Zabawa

Why a Plan for Extended Care is a Critical Component in a Retirement Portfolio – Harley Gordon