Thank you to everyone who supported the 2019

Annual Education Conference

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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