Below is the SBEN 2019 Annual Education Conference Agenda.

We have started planning 2020. Stay tuned for updates.

Wednesday, May 1

8:00 PM–10:00 PM - Sponsor Set Up and Early Registration

Thursday, May 2

7:00 AM–8:00 AM - Breakfast and Conference Registration with our Sponsors

8:00 AM-8:10 AM Opening Remarks

Speakers: Eric Rioux, Associate Vice President, Lockton Companies, SBEN President

Marc Chappell, Executive Director, SBEN

8:10 AM-9:00 AM General Session 1

What’s Up in Washington? Legal & Employer Perspectives on Regulatory & Compliance Issues

Introduction: Eric Rioux, Associate Vice President, Lockton Companies

Speakers: Anne Tyler Hall, Esq., LL.M., ERISA & Benefits Attorney, Hall Benefits Law

Julie Ray, Chief Financial Officer, Mount Paran Christian School

9:00–9:50 AM General Session 2

Managing Health Care Costs and Strategies for Chronic Conditions

Introduction: Marc Chappell, Executive Director, SBEN

Speakers: Jeff Rickman, Executive Director, State Health Benefit Plan, Georgia Department of Community Health

Alanna M. Tanner, Director of Employee Benefits, Amick Farms

Ted Holden, Vice President National Accounts & Commercial Markets, Naturally Slim

9:50 AM-10:10 AM Refreshment Break with our Sponsors

10:10 AM-11:00 AM General Session 3

Workplace Financial Wellness

Introduction: Mandy Hardin, Benefits & Payroll Solutions, Financial Services, Chick-fil-A, Inc.

Speakers: Brian Nelson Ford, Financial Well-Being Executive, SunTrust Bank

Janet Baildon, Director, HR Business Partner, The RADCO Companies

11:00 AM-11:50 AM General Session 4

Using Data to Create Targeted, Tactical Communications

Introduction: Alanna M. Tanner, Director of Employee Benefits, Amick Farms

Speaker: Scott Mayer, Director of Data Analytics, AssuredPartners, Inc.

11:50 AM-1:10 PM Lunch Break with our Sponsors

1:10 PM-2:00 PM Breakout Session 1

Healthcare Track

Chaos, Confusion, Mergers and Acquisitions: Navigating the Evolving Healthcare Market

Introduction: David Hall, Firm Manager, Hall Benefits Law

Speakers: Elaine Britt, Health and Benefits Consultant, Milliman

Michael Taggart, Sr. Consulting Actuary, Milliman

Lisa Logan, Director, Americas Compensation & Benefits, InterContinental Hotels Group

Chasity Parhm, Vice President, Americas and CRO Reward, InterContinental Hotels Group

Retirement Track

Lessons Learned from Recent ERISA Litigation

Introduction: Jonathan L. Gomes, Managing Director- Consultant Relations, Nationwide Retirement Plans Distribution

Speakers: Laurie Clark, Senior Plan Design and Technical Consultant, Lincoln Financial Group

Johnny Wentzell, Principal, Jackson Lewis PC

2:10 PM-3:00 PM Breakout Session 2

Healthcare Track

Pharmacy Benefits: New Management Opportunities in a Rapidly Changing Landscape

Introduction: Eric Rioux, Associate Vice President, Lockton Companies

Speaker: Sal J. Morana RPh, PhD, SVP, Pharmacy Practice Lead, Alliant Employee Benefits

Retirement Track

Recent Retirement Plan Compliance Issues: Tips and Traps for Plan Sponsors

Introduction: Marc Chappell, Executive Director, SBEN

Speakers: Aaron Moody, Employee Benefits Attorney, Morris, Manning & Martin

Scott Wagner, Partner, Morris, Manning & Martin

3:00 PM-3:20 PM Refreshment Break with our Sponsors

3:20 PM-4:10 PM Breakout Session 3

Healthcare Track

10 Key Considerations for Reference Based Pricing Models

Introduction: Charleen Barnwell, Senior ERISA Compliance Attorney, Hall Benefits Law

Speakers: Dan Harrison, MS, CSFS, Group & Pension Administrators (GPA)

Ed Shaw, Executive Vice President & Risk Manager, Caspers Company

Retirement Track

401(k) Plan Investment Trends

Introduction: Susan Powers, Co-Founding Partner, AssetGrade, LLC Registered Investment Advisors

Speakers: Tom Simonson, Vice President, Lockton Companies

Matt Bartch, CFA, Vice President, BlackRock

4:30 PM-6:00 PM - Hosted Reception with our Sponsors

Friday, May 3

7:30 AM–8:30 AM - Breakfast and Conference Registration with our Sponsors

8:30 AM-8:40 AM Opening Remarks

Speakers: Eric Rioux, Associate Vice President, Lockton Companies, SBEN President

Marc Chappell, Executive Director, SBEN

8:40 AM-9:30 AM General Session 5

Implementing Creative Benefits Strategies to Improve Engagement, Morale and Productivity

Introduction: Eric Rioux, Associate Vice President, Lockton Companies

Speakers: Annmarie Burnette, Managing Director, Employee Benefits, VMLY&R

Michael Walsh, Chairman and Chief Executive Officer, Cariloop

9:40 AM-10:30 AM General Session 6

Managing a 401(k) Plan Continues to be Challenging: Should you Delegate?

Introduction: Eric Rioux, Associate Vice President, Lockton Companies

Speaker: Ryan Laderer, AIF, Principal, Investment Sales Director, Mercer

10:40 AM-11:30 AM General Session 7

Developing a Winning Strategy for Your Best Open Enrollment Ever

Introduction: Marc Chappell, Executive Director, SBEN

Speakers: Misty Guinn, Director of Benefits and Wellness, Benefitfocus

Autumn Hill, Benefits Manager, Southwire

11:40 AM-12:30 PM General Session 8 and Grab and Go Lunches

Erasing the Stigma of Mental Health Issues in the Workplace

Introduction: Marc Chappell, Executive Director, SBEN

Speakers: Vivian Smith, LMFT, SAP, Coordinator, Education & Training, Behavioral Health Systems, Inc.

Danny Weill, Vice President of Partnerships, LifeSpeak


12:30 PM Adjournment



Phone: 404.812.9132

Office: 11520 N. Central Expy, Suite 201, Dallas TX 75243


SBEN is a 501(c) non-profit

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