PlanSopurce-Eclipse-Event-2

Annual Benefits and HR Conference
July 19-21, 2017

Montage Deer Valley, Park City, Utah 

2017 Agenda

Breakout Types:   Bold Talks Smart Track Deep Dive | Listening Matters


Bold Talks
Get the big picture on the state of the market and hear about the trends that are rocking the HR and benefits world.


Smart Track
Learn how pressing issues are affecting the workplace and get practical ideas on how to be ahead of the curve.


Deep Dive
Prepare to get your hands dirty! Participate in interactive demos and product walkthroughs led by PlanSource experts


Listening Matters
We love feedback! Join a small group conversation about the PlanSource product vision and roadmap.

HRCI Credit

PlanSource Eclipse has been pre-approved for 8.25 hours of HRCI (Human Resources Certification Institute) content. Look for "HRCI Credit" after the title to see which sessions are approved. We will provide HRCI certificates at Eclipse in the approved sessions to attendees and have information available on-site at the Help Desk. 

Wednesday, July 19, 2017


Let the games begin! Get registered, explore the beautiful alpine setting and join an optional workshop. Finish up the day by joining your fellow attendees for some local specialties at the Eclipse Welcome Reception!

8:00 am - 2:30 pm PlanSource Advisory Board Meetings (invite only)
CoSource Meetup | Elite Advisory Board | HR Advisory Council 11:00 am - 6:00 pm
Registration and help desk open 3:00 pm - 3:50 pm (Optional) Keys to Successfully Launching an In-House Benefits Program — HRCI Credit (+)Small employers have unique challenges when building their own benefits and HR programs, which at times can seem daunting. Come hear how Atara Biotherapeutics achieved impressive ROI by transitioning from a PEO to a successful in-house benefits program. You'll learn how to create and manage an HCM and benefits RFP, tips for selecting a broker and best practices to ensure a successful implementation.
Stacy Solorio | Sr. Director, HR Operations | Atara Biotherapeutics

(Optional) How to Keep Your HCM Data in Tip Top Shape (+) Join us for an exploration of how to ensure accurate HR, payroll and benefits data and reporting through workers comp audits, 401k audits, EEOC reporting, scrubbing your population data for benefit eligibility, and more! You’ll learn a few simple tricks to keep you in a state of data bliss all year long.
Kelly Sprekelmeyer | HCM Manager Customer Service | PlanSource 4:00 pm - 4:50 pm
(Optional) Consumer Driven Health Care in a Galaxy Close, Close By (+) Consumerism in healthcare has become a validated and foundational strategy for many employers. But there is a disturbance in the force – there are barriers that have appeared that are keeping this strategy from working optimally. But that can be overcome; stakeholders must unite to follow best practices and create more confident consumers. This session will give you a summary of what’s working, what’s not, and how to build a solution that works for you.
John Young | Senior Vice President, Consumerism and Strategy | ALLEGES

(Optional) Data Breach! Now what? — HRCI Credit (+) When the unthinkable happens, you need to be prepared. Come and learn HR strategies, notification responsibilities and legal obligations when responding to a security/data breach that will keep you compliant with federal and state regulations and minimize damage to affected customers, partners and employees.
Patti Barnard | General Counsel | PlanSource
Bill Robbinson | Labor and Employment Attorney | Zimmerman, Kiser & Sutcliffe, P.A.
Morey Raiskin | Labor and Employment Attorney | Zimmerman, Kiser & Sutcliffe, P.A.
Ryan Baldwin | Chief Technology Officer | PlanSource 6:15 pm - 7:00 pm
Shots of Success: A Speedy Look at Companies That Have Cracked the Code (+) Success is no accident, as the saying goes. It takes hard work, determination and persistence. Come join our all-star panel as they give short, Ted Talk-style toasts to a few innovative companies that have learned the secrets of success and achieved great things.
Mark Stelzner | Founder/Managing Partner | IA HR
Bradley Taylor | EVP of Business Development | PlanSource
Brian Slowik | SVP Sales, Marketing and Operations | rapid! PayCard
Susan Sterling | National Director, HR | Tecta America
Howard Einstein | Division Manager | Marsh & McLennan Agency, LLC
7:00 pm - 10:00 pm
Welcome Reception
Walk straight from “Shot of Success” Panel onto the adjoining terrace, take in the view and kick off eclipse with a glass of cheer, good food and friends old and new. 

Thursday, July 20, 2017


Fasten your seatbelt: the rubber hits the road on Eclipse Day 2! With two keynotes, general sessions and breakouts galore, content is the unassailable King. You’ll definitely be ready for some fun at the evening event.

6:15 am – 7:00 am Rise and Shine Activities
Hiking: Grab your camera – you’ll want to capture this! (Show)This amazing hike will begin from the main lobby of The Montage and will offer breathtaking views. Keep an eye out for moose, deer and other wildlife on this extraordinary hike! Note: In mid-July, the weather can vary. Keep an eye on the local forecast for appropriate attire. 7:30 am – 8:15 am
Breakfast 8:30 am – 9:30 am Eclipse Kickoff Keynote
Dayne Williams | CEO | PlanSource and guests
Eclipse kicks off with CEO Dayne Williams and special guests, who will guide you through the twists, turns and intricacies of the ever-changing world of HR and benefits. You’ll get a sneak peek at some of the innovations we have in the works and hear firsthand how our customers are using technology to make a big impact on their businesses and the lives of their employees. 9:45 am – 10:45 am
Guest Keynote: How Work Can Change — HRCI Credit
Glenn Elliott | Founder & CEO | Reward Gateway
Glenn Elliott has worked with hundreds of companies to help them get the most out of their people and help their people get the most out of their jobs. In his interactive keynote, Glenn will present research on employee engagement statistics that have remained stagnant for years. He will share insights from companies that are bucking the trend and seeing voluntary staff turnover in half and stock market returns that are twice the general market. 11:00 am – 11:45 am
Breakout Sessions (Show) What's Happening in Benefits and HR Tech: Trends That Are Reshaping Our World — HRCI Credit (+) There is so much going on in the world of benefits and HR Tech, it’s hard to keep track! Carrie Barth from Lockton Companies boils down the latest trends for you, addressing mobile, interactive tools for admins, client online communities, VB pricing methodologies, decision support, geo tax and much more.
Carrie Barth | Solutions Consultant, HR Technology Outsourcing | Lockton Companies

Benefits of Benefits Outsourcing (+) Administering employee benefits programs is costly and time consuming. Come hear how Corporate Risk Holdings use benefits outsourcing as an extension of their HR and benefits team, allowing them to free up already stretched resources and focus on important business issues.
Alicia Wallace | VP, Compensation, Benefits and HRIS | Corporate Risk Holdings
Bradley Taylor | EVP of Business Development | PlanSource

PlanSource University: Elevate Your Skills and Become a Pro (+) Looking to become an expert in the PlanSource system? PlanSource University is a site launching this year where you can take courses, watch training videos, and participate in software simulations to elevate your skills on our platform. Join us for an informative session about the many resources available to support you and your organization’s learning needs.
Jagdish Chugani | VP of HR | PlanSource
Jo Phelps | Learning and Development Manager | PlanSource

Enabling Well-Being Through Physical and Financial Wellness Programs (+) There has never been more focus and investment on employee physical and financial well-being, and there is a huge variety in how companies are tackling this emerging movement. We want to hear what you are doing in this area and discuss how we can enable your success by partnering with leading wellness companies that are delivering healthy results and healthier employees.
Adam McCoy | Product Manager | PlanSource
Justin Kazmark | Sr. Partner Manager | PlanSource
11:45 am – 1:00 pm
Lunch & Eclipse Showcase  1:00 pm - 1:45 pm Breakout Sessions (Show) Big Data is Not Just for Big Business! — HRCI Credit (+)For decades, big data came with a big price tag that only large companies could afford. With the advent of integrated SaaS and cloud-based solutions, that has changed. Come hear how small and medium sized businesses are taking advantage of out-of-the-box HCM analytics with amazing results.
Karen Crone | Chief Human Resources Officer | Paycor
Brad Dewey | Director, Product Management | Paycor

Upgrading Your Ben Admin Strategy: An Advisor’s Framework for Modernization (+) Stop banging your head on a brick wall hoping it becomes a window! The ben admin market has changed and employers can now choose from an evolving spectrum of benefit strategies with varying levels of participant choice, administrative, and financial considerations. In this session, you will get a sneak peek into a framework for modernization that is helping employers rethink their approach and delivering meaningful results.
Melissa Marrero | Managing Partner | Health Exchange Resources

How Leading Companies Are Getting the Most Out of HCM Technology (+) The intersection of technology and human capital management capital has created a wealth of efficiencies for forward thinking HR teams. Come hear how prominent HR professionals are getting the most out of innovative HCM technologies for the benefit of their companies and their employees.
Christine Fields | Director of Human Resources | Tijuana Flats
Elizabeth Colvin | VP of Human Resources | Tyndale Advisors | Central Network Retail Group
Nate Jack | Business Development Manager | Nettime Solutions


Flipping the Switch to a New Mobile-Friendly Employee Experience (+) A new, beautiful benefits experience is waiting for your employees, with a sleek, mobile-friendly design that guides them through the shopping and enrollment process. Sign up for this hands-on workshop and see how easy it is to flip the switch to our new employee UX.
Shannon Osborne | Director of Implementation | PlanSource
Brad Kaloupek | Senior User Experience Designer | PlanSource
2:00 pm - 2:45 pm
Breakout Sessions (Show) How the Gig Economy is Changing the Benefits Landscape — HRCI Credit (+)It is harder than ever for employers to find talent, and many companies are using contract/gig workers to supplement their full-time workforce. Ultimate Software's Casandra Brice and Ginny Drinker will share insights on how to make the gig economy work for you and how this trend is changing the benefits landscape.
Casandra Brice | Sr. Director, Benefit Services | Ultimate Software
Ginny Drinker | Director, Strategic Alliances | Ultimate Software

The New Way to Communicate with Employees (+) Employees expect company communication to mirror their everyday media consumption. This panel will discuss the growing trends for effective internal communications, including personalization, fast delivery, well-designed content, participation and measurement. Plus we’ll showcase how PlanSource is working to create the best communication solution in the marketplace by combining our professional services with our benefit administration platform.
Tommie Pagliarulo | Account Executive | EPIC Insurance Brokers & Consultants
Jessica Foust | Communications Director | PlanSource
Adam McCoy | Product Manager | PlanSource
Tracey Bradley | Senior Benefits Manager | Corporate Risk Holdings

Small Group Revolution: Automating Quoting, Onboarding and Enrollment (for Real!) for Insurers and Brokers (+) Automation is essential in the small group market. Join this session for a look at how integrated best-of-breed technology from PlanSource and Limelight Health can finally provide an efficient quote-to-card process for insurance carriers and brokers.
Robin Babu | Vice President of Emerging Business Operations | PlanSource
Jason Andrew | Chief Executive Officer | Limelight Health


Making Better Connections: System Integrations with HR, Benefits, Payroll and More (+) The need to exchange data in a more effective and real-time manner is becoming increasingly important. In this session, we’ll discuss how PlanSource APIs enable a closer integration with the partners in the benefits ecosystem - from HR and payroll to insurance carriers and third party administrators.
Don Renyer | Manager, Partner Integrations | PlanSource
Lisa Reese | Director of Product | PlanSource
3:00 pm - 3:45 pm
Breakout Sessions (Show) Johns Hopkins and Stratovize Build a Comprehensive Approach to Improving Health and Financial Outcomes (+)Johns Hopkins Healthcare Solutions and Stratovize have combined forces to provide a holistic approach for improving employees' physical and financial wellbeing. Come hear how they have united world-renowned health care support and financial evaluations to significantly reduce risk and developed programs for prevention, early detection and advocacy for patients, caregivers and their families.
Dr. Mark Cochran | Executive Director | Johns Hopkins Medicine | Johns Hopkins Healthcare Solutions
Chester Bullard | CEO | Stratovize

How To Create a Tech-Infused Culture of Well Being — HRCI Credit (+)What role does technology play for employers who want to create a culture of wellbeing and drive engagement? Come learn how success can be supported through wearables, incentive design, online platforms, outcomes measurement, gamification, social media and other modern wizardry!
Ian Goodman | Benefits Consultant | Arthur J. Gallagher & Co.

Creative Financing — Using Voluntary Benefits to Offset the Cost of Technology (+) A world-class ben admin system doesn't have to be expensive. In fact, it could be virtually free! Come join our panel of carrier and benefits leaders as they discuss various methodologies and strategies for using voluntary benefits to fund your ben admin system. They will cover how the voluntary benefits landscape has changed, ways to receive and use discounts to free up assets and much more!
Moderated by Brad Mandacina | Vice President, Director | Lockton Companies
Kent Grimes | AVP, Digital Channel Business Development | Unum
Phil Carollo | EVP of Sales | PlanSource
Stephanie Smith | AVP, Partner Development — Enrollment Technology Solutions | Allstate Benefits
Todd Smick | 3rd Party Relationship Manager | MetLife

Introducing PlanSource Analytics (+) We are excited to introduce new analytical tools and on-demand dashboards built using data captured in the PlanSource system. Join the PlanSource Product Team for a sneak peek at our Data Analytics Dashboards and share your feedback and insights with us. You will learn how you use analytics to optimize business decisions and strategies based on a wide range of benefits-related metrics and statistics.
Hanna Jenkins | Product Director | PlanSource
Anita Messal | COO | PlanSource
4:00 pm – 4:55 pm
Happy Hour Hot Potato: A Cocktail of HR Tech Topics Chosen by You!
Moderated by Adam Hameed | Chief Revenue Officer | PlanSource
Mark Stelzner | Founder/Managing Principal | IA HR
Jamie Hawkins | President & CEO | Benefits Technology Resources
Scott Millson | Founding Principal | MillsonJames
Brad Mandacina | CEBS Vice President, Director | Lockton Companies
We've assembled an all-star cast of benefits and HR tech experts for an Eclipse-style round of hot potato. They take turns sharing their views and expertise on a range of topics picked by the audience. Combined with a Happy Hour, there is no telling what will be thrown their way! 6:30 pm – 9:30 pm
Eclipse Bash
Get stoked - It’s time to celebrate with great eats, cold drinks and extreme entertainment! The 2017 Eclipse Bash features Utah-based 5050 BMX, a team of world-class freestyle cyclists with a high-flying ground and ramp show that will make your Eclipse experience truly one-of-a-kind.

Friday, July 21, 2017


All good things must come to an end. But don’t fret: there’s still plenty of knowledge to soak up, sessions to attend and connections to make on Eclipse Day 3!

6:15 am – 7:00 am Rise and Shine Activities
Yoga: Wake up and feel the sunshine! (Show) You will move through a series of yoga poses and breathing exercises with the backdrop of the mountains. The basic yoga practice will leave you refreshed and ready to kick-off the morning at Eclipse! Note: In mid-July, the weather can vary. Keep an eye on the local forecast for appropriate attire. 7:30 am – 8:15 am
Breakfast 8:30 am – 9:15 am Be Bold! Blowing Up the Way You Approach Health Benefits Can Pay Off — HRCI Credit
Elizabeth Rhoads | Manager of Benefits | Compassion International
Louis Gallucci | Partner & VP of Marketing | Enterprise Risk Strategies
In just 12 months and two open enrollment periods, Compassion International increased participation in their HDHP from 17% to 73%. The result? Employee satisfaction has never been higher and their wellness program is fully integrated with five dimensions of well-being. Not only have Compassion's costs been reduced by almost $3 Million, but the cost for staff has also gone down. Find out the secret of their success at Friday's General Session! Read the Case Study 9:30 am – 10:15 am
Breakout Sessions (Show) How To Be a Benefits Broker Rock Star (+) The benefits and HR industry has been rocked by changes in recent years. Our panel of leading brokers will discuss what it takes to turn the tables and rock the industry back by using new techniques, technology and processes that help clients navigate this increasingly complicated landscape.
Moderated by Anne Burkett, CEBS, PHR, SHRM-CP | National Practice Leader, HR Technology | USI Insurance Services
Ben Milcarek | National Business Development Leader | Regions Insurance
David Contorno | President | Lake Norman Benefits
Kent Horsman | Voluntary Benefits Director | Lockton Companies

The Benefits of Workplace Financial Wellness Programs — HRCI Credit (+) Balancing work, family and other responsibilities can be stressful. Add financial insecurities to the mix, and you’ve got a recipe for a breakdown. Join Mat as he discusses the current state of the American household and the resulting stress in the workplace. You will learn the keys to implementing an effective wellness program and how they benefit both employees and their employers.
Mat Despard | Assistant Professor | University of Michigan
Michael Maron | CEO | TrueConnect

Workshop: Engagement Starts Here (+) Need some one-on-one help creating a people-fueled culture within your company? This hands-on interactive workshop will give you a deeper dive into the employee engagement strategies discussed by our Keynote Speaker, Glenn Elliott. Glenn will help guide you on developing your own high-impact engagement journey.
Glenn Elliott | Founder & CEO | Reward Gateway

Putting You in the Driver’s Seat: Designing a Self-Sufficient Benefits Experience (+) We’ve launched an initiative to research and enhance your PlanSource experience from implementation and support to renewals and beyond. A major component of this project is to design and build an experience that makes it easy for you to understand and update your benefit configuration on your own. Please join us for this hands-on workshop where you will be the first to take the new design for a test drive and give us your feedback. Remember to bring your laptops!
Don Renyer | Manager, Partner Integrations | PlanSource
Brad Kaloupek | Senior User Experience Designer | PlanSource
10:30 am – 11:15 am
Breakout Sessions (Show) Everybody Benefits with an Optimized Employee Benefits Experience (+)A modern and engaging benefits shopping and enrollment experience is a win/win for everyone. Insurance carriers benefit from better selection conditions, brokers see higher participation rates, employers see higher employee satisfaction, and employees get better access to plans that are right for them. Join Kent as he takes a close look at how to create benefits that win, win, win!
Kent Horsman | Voluntary Benefits Director | Lockton Companies

How Technology Helps Thieves Steal Your Identity and What You Can Do About It — HRCI Credit (+) Technology does so much for us. It's given us unprecedented access to information, added convenience and improved productivity in our work and personal lives. However, it can also be a source of the ever-growing problem of identity theft. 2016 set a record for the most IDs stolen. In this session, you will learn how identity thieves have adapted to technological advancements and are using them to their advantage, and what companies can do to protect themselves and their employees.
Joel Vander Leest | Business Development Executive | ID Watchdog

Worry Less: Billing Reconciliation Services Turns Tedium into Tremendous (+) Tracking bills from multiple carriers and performing line-by-line comparisons is tedious and time consuming. Come hear how our Billing Reconciliation and Payment Services takes the worry out of the process by managing the tediousness from end to end.
Akivia Gibson | Solutions Consultant | PlanSource

Keep Calm and Automate Payroll Adjustments (+) Calculating and tracking payroll deduction adjustments can be costly and time consuming for large organizations. Learn how PlanSource’s Advanced Payroll Deductions solution automates this process using sophisticated logic that will both calculate and track payroll deductions over time. Come see a demo and learn more about the exciting features of this new product.
Adam McCoy | Sr. Partner Manager | PlanSource
Danielle Nugent | Solutions Consultant | PlanSource
11:30 am – 12:00 pm
How to Change Your World on Monday
Glenn Elliott | Founder of Reward Gateway | Reward Gateway
Anne Burkett | National Practice Leader, HR Technology | USI Insurance Services
Mollie Lombardi | Co-Founder and CEO | Aptitude Research
(Show) As Eclipse reaches its moment of totality, this is your final chance to cement the connections you've made and gain knowledge that will change your world! Join our panel of speakers and experts making an encore appearance to answer your final questions and give you concrete tips and takeaways that you can put into practice when you return to work on Monday. 12:00 pm
Lunch - Grab and Go or Network and Stay