PlanSopurce-Eclipse-Event-2

Annual Benefits and HR Conference
July 19-21, 2017

Montage Deer Valley, Park City, Utah 

2017 Agenda

More good stuff to come! Keep an eye on this page for updates.
Breakout Types:   Bold Talks Smart Track Deep Dive

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
2:00 pm - 6:00 pm Registration and help desk open
3:00 pm - 4:00 pm (Optional) Keys to Successfully Launching an In-House Benefits Program (+)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
4:00 pm - 5:00 pm (Optional) Data Breach! Now what? (+) 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/Mangaging Partner | IA HR
Rebecca Braman | Senior Account Manager | Lockton Companies
Bradley Taylor | EVP of Business Development | PlanSource
Susan Sterling | National Director, HR | Tecta America
Howard Einstein | Division Manager | Marsh & McLennan Agency, LLC
7:00 pm - 10:00 pm Welcome Reception
Walk out onto the patio, 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
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.
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
8:15 am – 8:30 am Eclipse Countdown
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 How Work Can Change
Glenn Elliott | Founder & CEO | Rewards 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 and share insights from companies that are bucking the trend and seeing stock market returns that are twice the general market and voluntary staff turnover cut in half.
11:00 am – 11:45 am Breakout Sessions (Show) What's Happening in Benefits and HR Tech: Trends That Are ReShaping Our World (+) 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

Flip the Switch to A New Mobile-Friendly Employee Experience (Option 1) (+) 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.
Brad Kaloupek | Director of Design and User Experience | 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! (+)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 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
2:00 pm - 2:45 pm Breakout Sessions (Show) How the Gig Economy is Changing the Benefits Landscape (+)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 Anna Turner 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.
Anna Turner | Senior Product Manager | Ultimate Software
Ginny Drinker | Strategic Alliances Director | 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

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
3:00 pm - 3:45 pm Breakout Sessions (Show) How To Create a Tech-Infused Culture of Well Being (+)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
Krista Manning | AVP, Ben Admin/Private Exchange Partnerships & Strategy | Unum
Phil Carollo | EVP of Sales | PlanSource
Stephanie Smith | AVP, Voluntary Benefits National Accounts Implementation | Allstate
Todd Smick | 3rd Party Relationship Manager | MetLife

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 | AVP of Emerging Business Operations | PlanSource
Jason Andrew | Chief Executive Officer | Limelight Helath
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!
7:00 pm – 10:00 pm Eclipse Bash
It's time to celebrate with great food, cold drinks and amazing entertainment!

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.
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 – 9:15 am Be Bold! Blowing Up the Way You Approach Health Benefits Can Pay Off
Elizabeth Rhoades | 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!
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
10:30 am – 11:15 am Breakout Sessions (Show) 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 | ALEGEUS

How Technology helps Thieves Steal Your Identity?
Michael Greene | CEO | ID Watchdog

Flip the Switch to a New Mobile-Friendly Employee Experience (Option 2) (+) 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.
Brad Kaloupek | Director of Design and User Experience | PlanSource
11:30 am – 12:15 pm Networking Activity and Closing Ceremony
12:15 pm Lunch - Grab and Go or Network and Stay