Morning Workshop and Medical Travel Track Registration
Executive Morning Workshops A-C and Medical Travel Track
Workshop B: The NextGen Benefits Adviser Blueprint
The employee benefits landscape is transforming, and advisers and their firms must evolve to remain relevant, maintain their independence, maximize profitability, and accelerate growth. During this workshop, attendees learn about a new NextGen benefits model to successfully grow your firm while helping employers drive down costs, enhance benefits, and improve employee outcomes.
Attendees discuss:
- Why the benefits status quo is unsustainable for employers and advisers
- The three foundations vital to success
- The four agency growth drivers and strategies to efficiently leverage them
Workshop Leader:
President, Bottom Line Solutions, Inc.;
Author, DO or DIE: Reinventing Your Benefits Agency for Post-Reform Success
Nelson Griswold
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Nelson Griswold
President, Bottom Line Solutions, Inc.; Author, DO or DIE: Reinventing Your Benefits Agency for Post-Reform Success |
Nelson Griswold has been called “visionary” by Art Dammers of Anthem, “an authority on voluntary benefits and consultative selling” by Employee Benefit Adviser magazine and “a well-recognized industry thought leader” by Ron Leopold of MetLife.
Nelson has been honored by the Voluntary Benefits Association with their prestigious Industry Leadership Award, for his “professional accomplishments that drive the voluntary benefits industry forward.” A nationally-known agency reinvention and growth expert, he is the author of DO or DIE: Reinventing Your Benefits Agency for Post-Reform Success, the industry bestseller that has been hailed as the only comprehensive blueprint for agency leaders to reinvent their firm to survive and grow in the post-ACA era. As a practice management and agency growth consultant, Nelson works with leading agencies across the country to grow their top- and bottom-line revenue.
Nelson serves as Managing Director of the Agency Growth Mastermind Partnership, a national executive peer-exchange network for non-competing benefits agency owners who collaborate and cooperate to identify best practices and proven growth strategies to remain relevant, profitable, independent & growing.
Nelson is also a leading strategic consultant to carriers and other industry vendors on broker distribution & activation, voluntary benefits, and next-generation engagement & enrollment strategies. Nelson writes a monthly column for Employee Benefit Adviser magazine, has written for Benefits Selling, Producers eSource and other leading industry publications, and writes a blog for Zywave. He is an in-demand keynote speaker and presenter at industry conferences. He is a board member and serves on the executive committee of both the Workplace Benefits Association and the Voluntary Benefits Association
Medical Travel Track
Afternoon Workshop Registration
Executive Afternoon Workshops A-C and Medical Travel Track
Workshop A: The New Science of Radical Innovation: Catalyze Radical Innovation in Your Organization
Radical innovation is a serendipitous result of many employees’ learning from trial and error using simple rules. Any organization that does not change as fast as its environment faces extinction. This workshop demystifies how senior leaders can catalyze an organization to produce, not incremental, but radical improvement and innovation. Core to the workshop are foundational, simple rules that empower self-organized decision making. Attendees assess why methods that served organizations in the past will not serve them in the future – in fact debilitate them – and explore novel, science-backed approaches to leadership including:
- Core competencies necessary to succeed in a modern and complex organization and an environment where uncertainty abounds
- Approaches to delegate and distribute authority that empower individuals to make decisions quickly and effectively
- Steps to master simple, foundational rules and to avoid paralysis by perfection
- Practice developing an actionable game plan to gain leadership competencies necessary for radical innovation
- Exploration of actionable, tangible tools and roadmaps for industry game-changing innovation
Workshop Leader
President, Quantum Leadership Group;
Author, The New Science of Radical Innovation
Sunnie Giles
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Sunnie Giles, PhD
President, Quantum Leadership Group; Author, The New Science of Radical Innovation |
Dr. Sunnie Giles is President of Quantum Leadership Group. She is the author of The New Science of Radical Innovation (2018). She catalyzes leaders to produce radical innovation and redefine the game as individuals and organizations. She is a TEDx speaker on radical innovation.
She is an advisor at the Stanford Business School Institute of Innovation in Developing Economies. Her recent research on global leadership for innovation has been published by Harvard Business Review. She is a regular contributor on Forbes, and has been published on INC., World Financial Review, the Leadership Network, Training Industry, the Korea Times, and Management Matters Network.
Dr. Sunnie received her MBA degree from the University of Chicago Booth school of Business and a PhD in systemic psychology from Brigham Young University.
Workshop B: Employer Direct Contracting Strategies with High-Performance Providers to Bend the Cost Curve and Improve Outcomes
Failure to identify the right partner can result in ineffective care delivery that provides minimal or no value. In this workshop, discuss novel employer-led direct contracting approaches that significantly reduce costs and ensure quality care.
- Move away from conventional direct contracting arrangements
- Understand the characteristics of high-performance provider organizations
- Collaborate with high-value providers that deliver improved outcomes
- Discuss evaluation criteria to identify the right provider partner: What are the mandatory questions employers must ask providers?
- Explore direct contracting arrangements including:
- Advanced Primary Care Medical Homes
- Centers of Excellence
- PBM contracting
- Gain insight on data infrastructure needs
- Brainstorm ideas to bring innovation to direct contracting
- Address barriers
- What role do TPAs, brokers, and benefits advisers play?
Workshop Leader
Brian Klepper
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Brian Klepper, PhD
Principal Worksite Health Advisors |
Brian Klepper, PhD is Principal of Worksite Health Advisors and a nationally prominent health care analyst and commentator. He writes and speaks extensively about the structural dynamics of the US health care cost crisis, primary care clinics, high performance health care and the management of full continuum clinical and financial risk.
Workshop C: Case-Driven Leadership MasterClass: Top Tips for Successfully Implementing Change Initiatives
Space is limited
In this case-based leadership masterclass, attendees discuss critical success factors that transform professionals into more effective leaders, who in turn distinguish their organizations as industry frontrunners. Understand pre-conditions for higher productivity and performance – more speed and lower cost–based on theory and practical examples.
- Engage in a provocative case discussion that challenges participants’ decision-making process
- Explore several enablers that transform individuals into leaders who create a unique and adaptable competitive advantage
- Understand the tie-in between these pre-conditions for change and the ability to successfully launch, lead, and realize value from change initiatives
Workshop Leader
Faculty, Harvard University;
Distinguished Professor of Innovation and Change, Tianjin University of Finance and Economics (China)
David A. Shore
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David A. Shore, PhD
Faculty, Harvard University; Distinguished Professor of Innovation and Change, Tianjin University of Finance and Economics (China) |
David A. Shore is a leading authority on innovation and managing change initiatives to gain competitive advantage. Throughout his career he has worked to combine research, teaching, consulting and writing to build constructive links between theory and practice.
Shore has been on the faculty of Harvard University for more than two decades. He is also Distinguished Professor of Innovation and Change at Tianjin University of Finance and Economics (China) and Adjunct Professor of Organizational Development and Change at the School of Business, University of Monterrey (Mexico). Shore is a faculty member of The Governance Institute and Executive-in-Residence at Enable East (United Kingdom). He has held visiting professorships including in Amsterdam, Santiago, and Shanghai and consulted on six continents. Shore offers executive education seminars and facilitates strategic planning and guided implementation retreats. He has delivered hundreds of keynote addresses and workshops across multiple industries.
Previously, Shore spent two decades at the Harvard School of Public Health, where he served as associate dean. He founded and directed the School's flagship programs: Forces of Change; The Trust Initiative; and the Certificate Program on Launching and Leading Successful Change Initiatives.
He has served on and chaired numerous boards and committees, and currently is a founding member of McKinsey & Company's External Implementation Advisory Board which has a primary focus on operationalizing strategy for transformational change. He also sits on the Board of Directors of the Marshfield Clinic Health System, as well as several editorial boards. Among his honors is the Doctorate Fellow from the Academy of Multi-Skills (United Kingdom). Along with innovation and change, Shore's body of work focuses on creating higher performing organizations including building and rebuilding trust; reimaging and reengineering meetings; and, strategic marketing and branding.
His most recent books include Launching and Leading Successful Change Initiatives in Health Care Organizations: (Jossey-Bass, 2014); Forces of Change: New Strategies for the Evolving Health Care Marketplace (Jossey-Bass, 2012); and High Stakes: The Critical Role of Stakeholders in Health Care, with E. Kupferberg (Oxford University Press, 2011). He has also written a book on trust and edited a second.
Professor Shore has been recognized as a Top Thought Leader in Trust by Trust Across America – Trust Around the World. He is also a multiple recipient of Harvard's Letter of Commendation for Distinguished Teaching Performance, including in 2017 and 2018; and was chosen to deliver a 2015 and 2016 Harvard Lecture That Lasts (Harvard's version of a TED Talk) and a TEDx Talk.
Never known to simply :admire the problem," beyond intellectually stimulating, Shore provides executable advice, inspiring leaders and organizations to gain a unique and adaptable competitive advantage.
Workshop D: Zero Suicide: Suicide as a Never Event in Health Care
83% of those who die by suicide have seen a health care provider in the year prior to their death; 40-50% have seen a primary care provider within one month of their death. Across health and behavioral health care settings, there are many opportunities to identify and provide effective care to those at risk for suicide, yet most providers never ask people about their risk, most health care systems are poorly prepared to care for people at risk, and most individuals at risk often go undetected. Suicide prevention must be seen as a core responsibility with a multilevel system view on suicide prevention, including those treating patients who misuse substances. This workshop will highlight Zero Suicide, an innovative and effective model by which health and behavioral health care organizations are changing organizational practices and providing improved care for patients at risk for suicide and overdose.
- Top-Down Framework to Transform Suicide Care and Save Lives
- Understand a system-wide, organizational culture shift to providing safer and more effective suicide care in health and behavioral health care systems
- Explore staff attitudes and preparedness to work with individuals at risk for suicide
- Identify data collection and continuous quality improvement opportunities to close gaps in patient care
- Implementation of Evidence-Based, Effective Suicide Practices
- Provide a framework for Zero Suicide implementation
- Identify engagement strategies and suicide care management plans for patients served by substance use agencies
- Adapt the Zero Suicide framework to different types of health care systems, settings, and payer organizations
Workshop Leader
Director,
Zero Suicide Institute;
Director of Health and Behavioral Health Initiatives,
Suicide Prevention Resource Center(SPRC)
Julia Goldstein Grumet
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Julia Goldstein Grumet, PhD
Director, Zero Suicide Institute; Director of Health and Behavioral Health Initiatives, Suicide Prevention Resource Center(SPRC) |
Associate Director of Strategic Planning, Center for Innovation in Mental Health,
City University of New York
Virna Little
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Virna Little
Associate Director of Strategic Planning, Center for Innovation in Mental Health, City University of New York |
Becky Stoll
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Becky Stoll
Vice President, Crisis & Disaster Management, Centerstone |
Main Congress Registration
4:20 pm
Keynote: Inside View: Lessons from Washington
- An inside look from the only cabinet member to have served both political parties
- Lessons for leaders on how to navigate health policy while ensuring a climate for innovation in their organizations
Chief Innovation Officer,
Sanford Health;
Special Advisor,
ArmadaHealth;
Former Secretary,
US Department of Veterans Affairs
David Shulkin
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David Shulkin, MD
Chief Innovation Officer, Sanford Health; Special Advisor, ArmadaHealth; Former Secretary, US Department of Veterans Affairs |
As Secretary, Dr. Shulkin represented the 21 million American veterans and was responsible for the nation’s largest integrated health care system with over 1,200 sites of care, serving over 9 million Veterans. VA is also the nation’s largest provider of graduate medical education and major contributor of medical research and provides veterans with disability payments, education through the GI bill, home loans, and runs a national cemetery system.
Prior to coming to VA, Dr. Shulkin was a widely respected healthcare executive having served as chief executive of leading hospitals and health systems including Beth Israel in New York City and Morristown Medical Center in Northern NJ. Dr. Shulkin has also held numerous physician leadership roles including the Chief Medical Officer of the University of Pennsylvania Health System, the Hospital of the University of Pennsylvania, Temple University Hospital, and the Medical College of Pennsylvania Hospital. Dr. Shulkin has held academic positions including the Chairman of Medicine and Vice Dean at Drexel University School of Medicine. As an entrepreneur, Dr. Shulkin founded and served as the Chairman and CEO of DoctorQuality one of the first consumer orientated sources of information for quality and safety in healthcare. He has served on boards of managed care companies, technology companies, and health care organizations.
Dr. Shulkin is a board-certified internist, a fellow of the American College of Physician. He received his medical degree from the Medical College of Pennsylvania, his internship at Yale University School of Medicine, and a residency and Fellowship in General Medicine at the University of Pittsburgh Presbyterian Medical Center. He received advanced training in outcomes research and economics as a Robert Wood Johnson Foundation Clinical Scholar at the University of Pennsylvania.
Over his career Dr. Shulkin has been named as one of the Top 100 Physician Leaders of Hospitals and Health Systems by Becker’s Hospital Review and one of the “50 Most Influential Physician Executives in the Country” by Modern Healthcare and Modern Physician. He has also previously been named, “One Hundred Most Influential People in American Healthcare” by Modern Healthcare.
Health Value Awards Ceremony
More information coming soon
7:30 pm
Networking Reception