2008 NAPBA Regional Conference
September 10 - 12, 2008
DoubleTree Hotel – Chicago
Arlington Heights , IL
About our Speakers
Click Here to Download Agenda
Wednesday, September 10, 2008
2:30 – 3:00 pm Registration
3:00 – 4:30 pm NAPBA Certification Program – Beginner
- Basic COBRA (Specialist in COBRA Plan Admin – SCA)
A review of the basic rules and regulations for COBRA Administration.
Kelly Walker, President, Beyond Benefits - Reimbursement Accounts – FSA, HRA, HSA’s , Transportation Plans, Premium Reimbursement, Adoption Assistance, Education Assistance (Specialist in Reimbursement Account Admin – SRAA)
Robin Benton, President, BCL Systems, Inc.
4:30 – 6:00 pm NAPBA Certification Program - Intermediate/Advanced
- Section 125 Cafeteria Plans (Specialist in Cafeteria Plan Admin – SCPA)
A review of the rules and regulations Section 125 Cafeteria Plans.
Robin Benton, President, BCL Systems, Inc. & Kelly Walker, President, Beyond Benefits - Reimbursement Accounts – FSA, HRA, HSA’s , Transportation Plans, Premium Reimbursement, Adoption Assistance, Education Assistance (Specialist in Reimbursement Account Admin – SRAA)
Suzanne Rehr, CFCI, CHC, Executive Vice President, Discovery Benefits - Sales/Marketing Employee Benefit Services (Specialist in Marketing of Employee Benefit Services –SMEBS)
Ric Joyner, eFlexgroup.com
6:30 pm – 7:30 pm Ice Breaker Reception Birch River Grill
Sponsored by 
7:30 pm On Own for Dinner - Looking for an Area Restaurant? Click Here
Thursday, September 11, 2008
8:00-8:30 a.m. Registration & Continental Breakfast
8:30-8:45 a.m. Welcome and Update from NAPBA
Tom Jacobs, 2008 NAPBA President
Section I Operations
8:45-9:25 a.m.
Measuring Tools: Project Management, Lean Six Sigma, Theory of Constraints
Speaker: Jeff Cox, eFlexgroup.com
9:25 – 10:10 a.m.
Claim processing Roundtable: Best practices, Hurdles, Industry benchmarks
Moderator: Kelly Walker, President, Beyond Benefits
Panel: Lacey Hancock, Beyond Benefits,
Suzanne Rehr, Discovery Benefits
Terry McCorvie, Workable Solutions
10:10-10:30 a.m. Break
Section II Compliance
10:30 -11:00 p.m. Presidential Health Plan Update
Speaker: Michael Millenson, Representative for Sen. Barack Obama
11:00-12:00 p.m.
Federal & State Government : What is being done to make Healthcare Affordable
Speaker: Merrill Matthews, Director, Council for Affordable Health Insurance
12:00 - 1:45 pm Lunch and Networking
12:45 - 1:30 pm FMLA Administration
How are TPA’s handling request to do FMLA Administration
Speaker: Larry Grudzien, Attorney at Law
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1:30-2:30 p.m.
Latest from the IRS : Including New Regs, HSA, HRA, COBRA, Transportation
Speaker: John Barlament, Michael Best & Freidrich
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Section III Sales
2:30 - 3:15 p.m.
Ethics in Sales
When to say no to your clients and when you should walk away
Speaker: Ric Joyner, CEO, Eflexgroup
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3:15 - 3:30 p.m. Break
3:30 – 4:15 p.m.
Marketing to Your Clients and Future Clients:
How to include your entire Organization staff as Sales and Marketing Experts
Speaker: Terry McCorvie, President, Workable Solutions
4:15 – 5:00 pm
How to have an Effective Sales Presentation
Discussion of how Sales Presentations are done today, including Webinar verses face to face meetings
Speaker: Michael Bracken, MedCom
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5:00 – 6:00 pm Cocktail Reception Birch River Grill
7:30 pm On Own for Dinner - Looking for an Area Restaurant? Click Here
Friday, October 19, 2007:
8:30-9:00 a.m. Buffet Breakfast
Section IV Organizational Overview
9:00-10:30 a.m.
Branding and Marketing
How to reach today’s diverse audience- Generation X verses the Baby Boomers
Speaker: Susie Playman, EFlexgroup & Anna Hockett, eFlexgroup
10:30 – 11:15 a.m.
Consumer Driven Health Plans – Where are we Now?
Discussion of newest in trends in CDHC and possible impact with Presidential election.
Speaker: Tom Jacobs, CEO, eFlexgroup & Larry Grudzien, Attorney
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10:30 am– 3:30 p.m.
NAPBA Certification Testing for ERISA/Federal Mandates, Employee Benefit Plan Designs, COBRA, Section 125 and Reimbursement Accounts.
10:30-12:00 p.m.
Executive and Owners Discussions – Closed Session for owners and Executives to discuss Issues relating to the operation of TPA Firms
Note: Speakers are subject to change without notice
Hotel Room Block:
75 W. Algonquin Rd. Arlington Heights, IL. 60005
NAPBA has a block of rooms for $149 at the DoubleTree Hotel for Wednesday, September 10 & Thursday, September 11, 2008. Please call 1-847-364-7600 to make your reservations, the block expires Wednesday, August 11, 2008. Complimentary shuttle from O’Hare to the hotel!
