Sales & Training Director, eHealthApp
Jeanne Brandone is currently the Sales and Training Director at eHealthApp, a technology vendor in the health insurance online quoting and enrollment field. With a background and licensing in the health insurance industry for the past 8 years, she handles all of the marketing and social media for her company. Jeanne is the Communications/Newsletter/Social Media Chair for the Dallas Association of Health Underwriters Board in Dallas, TX.
VP of Sales and Marketing, The Phia Group, LLC
Tim serves as the Vice President of Sales and Marketing for The Phia Group, LLC. Prior to his current role, Tim served as a health care lawyer, staff attorney and lead PACE counsel for The Phia Group.
Before joining The Phia Group, Tim spent years functioning as in-house legal counsel for a third party administrator. Tim is well-versed in complex appeals, direct provider negotiations, plan document interpretation, stop-loss conflict resolution; keeping abreast of regulatory demands, vendor contract disputes, and many other issues unique to the self-funded industry.
Tim has spoken on a variety of industry topics at respected venues such as the Society of Professional Benefit Administrators (“SPBA”) and the Health Care Administrator’s Association (“HCAA”). Tim currently sits on the Board of Directors for HCAA as well. Prior to his time as a TPA’s in-house counsel, Tim spent many years in private practice, successfully litigating many cases through full adjudication or to resolution through mediation or arbitration.
Tim holds a leadership role with The Phia Group’s executive leadership team while continuing to assist on many general consulting and industry projects. Tim also employs his experience to focus on the development of new services and the enrichment of The Phia Group’s existing services.
Tim received his Bachelor’s Degree from The College of Idaho, prior to obtaining his Law Degree from The University of San Diego School of Law. Tim operates out of The Phia Group’s office in Boise, Idaho.
Director of Business Development, Hcentive
Lisa Collins is the Director of Business Development for hCentive. Lisa has 25+ years of experience in the employee benefits field with a well-rounded perspective of the employee benefits field. Her experience includes working for a regional brokerage firm, a national health insurance company and most recently a third party administrator developing and expanding their broker channel nationally. Lisa holds an Advanced Charter Benefits designation. She is a member of NAHU, is a past Region II National Development Manager for NAHU, and is active in providing industry presentations and Continuing Education programs.
Erin Fisher is member of the National Medicare Advisory Committee under the National Association of Health Underwriters (NAHU); Board Member, CT Benefit Brokers/NAHU; President, Women in Insurance and Financial Services (WIFS), President of the New York Metro Chapter; Board member Elder Resources. She has held management and senior sales positions with a Fortune 50 health insurance company. Erin has 20 years experience in the health insurance industry with commercial and Medicare products. Past clients includeGeneral Motors, IBM, Delta Airlines, Marriott, United Nations, American Airlines, Visiting Nurse Association, Federated Department Stores and others. Specialties: Senior market expert in Medicare benefits, eligibility and plans; Medicare benefits and enrollment assistance; Medicare medigap (supplement) plans; Medicare Advantage Plans, Part D prescription plans.
VP of Marketing, Berwick Insurance Group
With over 25 years of sales training experience, Colleen loves teaching people how to market themselves and grow their business. Her passion extends to helping agents feel comfortable working and selling compliantly in the Medicare arena. She says, “so many agents miss out on Medicare opportunities because they worry about ‘the rules.’ It’s not as scary as people think; you just have to know what you can and can’t do and that’s where we can help!”
Speaker & Coach, Grunke Group, Inc.
David has more than 38 years of health plan administration experience. David has held management positions in claims, customer service, enrollment, provider contracting, marketing and sales. David gained his experience through employment at two major insurance companies, as a Pharmacy Benefit Manager, and at a large independent insurance agency. David has assisted companies as large as General Motors, Chrysler and Kimberly-Clark, Taft Hartley Trusts, employers as small as a 2 person chiropractic office and large blocks of individual insurance purchasers. David uses his diverse and expansive background and experience to promote personnel and enterprise Sales & Retention Enablement via, profitable growth by design, managing the process and achieving balance.
Principal, Legal Leadership Institute
Judy helps business minds mind their business. She is a professional speaker, who motivates audiences in personal growth and exploration. Judy’s facilitation and training process bring synergy to your offsite meeting, while developing leadership skills and growing cohesive teams. Her ultimate goal is to bridge the gap between the corporate and the human – integrating communication and conflict skills with training programs using Relationship Awareness© tools for bottom line improvement. Specialties: Speaking, coaching, strategic planning, team building, communication and conflict skills, leadership development, experiential learning.
President, On Your Mark Consulting
In the seventeen years Karen Kirkpatrick has worked with Infinisource, she has gained a national reputation for being one of the foremost experts on HR Compliance, Payroll, COBRA, HIPAA, FMLA, Consumer Driven Health Plan Options, Health Care Reform and other benefit laws. During her tenure at Infinisource, she has conducted more than 2,000 seminars, webinars and executive briefings on numerous federal insurance laws, human resource compliance, consumer driven health care and health care reform. She has written or contributed to several publications, including HIU, the magazine of the National Association of Health Underwriters, ALA (Association of Legal Administrators) Thompson Publications and the National Health Information’s Consumer Driven Health Care. She speaks at national and regional conferences, including NAHU, ALA and SHRM events, on both benefit and employment related compliance topics, as well as webinars for agencies and organizations nationwide.
VP Medicare Solutions, Senior Market Sales, Inc.
Dwane has over 30 years of health insurance experience in both captive and brokerage operations. Seeking agents and agencies for Medicare Supplement, Medicare Advantage and Part D plans with the nation’s top carriers. Dwane works for SMS, one of the nation’s leading marketing organizations serving the senior market. Dwane leads the health lines division and the team of wholesalers, along with partner agents and agencies, which generates over 250,000 Medicare-related sales annually. What is the secret sauce? SMS’ investment in technology sets it apart from the competition. Specialties: Independent Marketing Organization, insurance recruiting, marketing plans, applied use of technology.
VP of Compliance Services, TASC
In her position at TASC, Carolyn is responsible for the training and development of TASC’s Group Sales Force and Distribution Channel Partners, to increase their product knowledge of ERISA, FMLA and COBRA. She serves as the TASC – ERISA Compliance officer working with internal staff, as well as with TASC legal counsel on TASC compliance issues and opportunities. Carolyn is also responsible for marketing TASC’s services and for the implementation and compliance of Section 105-HRA, Section 125-FSA, HSA, COBRA, FMLA, and ERISA.
Carolyn is widely known for her National Seminars and Webinars to educate the TASC Group Sales Force, Employee Benefit Consultants, General Agents, Insurance Carrier Sales Staff and Providers and clients on ERISA/FMLA/COBRA/FSA legal requirements.
Owner, Monahan Law Office
Marilyn A. Monahan is the owner of the Monahan Law Office in Marina del Rey, CA. Marilyn focuses her practice on advising consultants, employers, and health plans on compliance with employee benefit and insurance laws, including ACA, ERISA, HIPAA, COBRA, and related Internal Revenue Code provisions. She lectures frequently to human resource and employee benefit professionals on new developments in the law. Her volunteer activities include serving on the Board of Directors of the Professionals in Human Resources Association (PIHRA), the largest SHRM chapter in the country, as President (2015-2016) and as Immediate Past President (2016-2018). Marilyn is a past chair of the Solo and Small Firm Section of the State Bar of California, and currently serves as an advisor to that group.
Director of Compliance & Broker Education, Slattery GA Arthur J. Gallagher
David specializes in working with employee benefit specialists and their clients to find innovative and creative solutions to their healthcare and health insurance needs and concerns. In addition, he provides education and answers in the compliance arena with an emphasis on ERISA, PPACA, HIPAA and state regulatory guidelines, while also offering Continuing Education courses to better prepare industry professionals for the constantly changing environment.
Principal, Parker Agency
John provides clients with solutions eliminating “insurance confusion” and helping employers & individuals understand the value gained. His specialties span from consumer choice medical insurance plans such as HSAs, Medicare Supplements and Medicare Advantage options to Long Term Care insurance. John draws from knowledge and skills gained in human resources, benefit management, and employee and labor relations with three manufacturing businesses and a preventive labor relations consulting firm.
VP Strategic Advisory Services, ADP
Christopher has conducted research to identify best practices in the design and execution of corporate health programs, including consumer directed health, health exchanges, employee health and productivity, health incentives, and employee wellness strategies. A noted speaker and author, his publications include Making Consumerism Work, the SHPS Health Practice Study, the Human Capital Barometer, Making Medicaid Work, and Managing Employee Health and Costs in a Down Economy. As a consultant, Christopher has worked with major corporations, not-for-profits, and government agencies to develop effective strategies to improve overall employee health while reducing total employer health spend.
Owner, Stedt Insurance Services
Margaret “Maggie” Stedt is a Certified Senior Advisor, a member of LPRT and an Independent Contractor/Licensed Agent and Consultant. Maggie is known for her unique ability to explain complex insurance products in the individual and senior markets for average individuals. She trains sales people for effective sales of products such as Medicare Supplements, Medicare Advantage, Prescription Drug Plans, Long-Term Care plans and deferred Annuities. Maggie has over 40 years of experience in essential areas of the insurance industry, with leading insurance companies including Market Research, New Product Design and Implementation, Product Management, Promotion, Compliance, Administration, Sales and Sales Management and Telemarketing sales.
Owner, Forward Health Consulting
Jessica Waltman is a health reform and business strategy consultant with more than twenty years of experience in health insurance markets, health policy and executive leadership. As the Principal at Forward Health Consulting, Jessica currently partners with employer and broker clients to help them with their compliance needs. She also advises them about evolving health care regulatory and legislative issues, so that her clients are always headed in the direction the market is going. Jessica’s area of specialty is taking complex health policy requirements and breaking them down so that anyone can understand them. She has years of experience educating state and federal policymakers about health reform’s real-world impact, leading to dozens of small regulatory and legislative changes to the law that benefit individual and business consumers of health care.