September 22-24, 2024 | Nashville, Tennessee
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Omni Hotel Nashville
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Sunday
September 22
Attendees Arrive
5 – 7:00pm Welcome Reception (Social)
Monday
September 23
BENEFITS ALLIANCE STAGE
7:30 – 8:30am BREAKFAST
8:30 – 8:45am Opening Remarks – Benefits Alliance Members & Guests Only Carolyne Eagan, Benefits Alliance
8:45 – 10:00am Industry Showcase (Members Only)
10:00- 10:30am NETWORKING BREAK
10:30- 10:45am Conference Opening
10:45- 11:15am Industry Showcase
11:15- 11:30am Room Change / BREAK
11:30 – 12:30pm Canada Life | Creating Value and Unlocking Benefits: The Advantages of Freedom Experience – Sharon Eto, Regional Manager, Market Development
12:30 – 1:15pm LUNCH
1:15 – 2:15pm Manulife | Updates in Pharmacy Benefits – Alex Carducci, Director, Pharmacy Benefits
2:15 – 2:45pm NETWORKING BREAK
2:45 – 3:45pm Beneva | Inpatriate Insurance: Regulatory insights and strategies for employers in a changing Canadian labour market – Sunil Hirjee, Vice-President, Sales & Partner Experience, Ontario, Western & Atlantic Canada Group Insurance
3:45 – 4:00pm Room Change / BREAK
4:00 – 5:00pm HBS | The US Cross-Border Marketplace and Climate – Ned Havern, President
5:00pm CLOSING COMMENTS
6 – 9:00pm Nashville Social – Honky Tonk
CONNECT STAGE
8:30 – 10:00am 323 Media | Maximizing BA Member Engagement – Chris Milton (PSP Only Session)
10:00 – 10:30am BREAK
10:30 – 11:15am Everyone in Benefits Alliance Room for Conference Opening
11:15 – 11:30am Room Change / BREAK
11:30 – 12:30pm MFS | The Road to Better Outcomes: MFS’ 2024 Retirement Survey – Jeri Savage, Retirement Lead Strategist
12:30 – 1:15pm LUNCH
1:15 – 2:15pm T. Rowe Price | Three tips for evaluating a target date solution – Wyatt Lee, Portfolio Manager, Head of Target Date Strategies
2:15 – 2:45pm NETWORKING BREAK
2:45 – 3:45pm GRS | Group Retirement Providers Review: Industry Insights from Benefits Alliance Advisors – Edward Sabat, Partner, Alex Sernoskie, Employee Benefits Analyst, Ryan McMurray, Pension and Group Retirement Specialist, Guillaume Richard, Director, Underwriter & Actuarial (Benefits Alliance Advisors Members & Guest Advisors Only)
3:45 – 4:00pm Room Change / BREAK
4:00 – 4:45pm Benefits Alliance | Building & Implementing Effective Team Compensation Models – Andrea Hansen (Benefits Alliance Principals Only)
5:00pm CLOSING COMMENTS
6 – 9:00pm Nashville Social – Honky Tonk
Tuesday
September 24
BENEFITS ALLIANCE STAGE
8:00 – 9:00am BREAKFAST
9 – 10:00am Empire Life | The art and the science of managing LTD claims: What, Why and How it makes a difference – Tammy Phelps, Regional Vice President, National Accounts, Group Solutions & Vanessa Lycos, Vice President, Product and Marketing, Group Solutions
10:00 – 10:15am Room Change / BREAK
10:15 – 11:15am FYIDoctors | More than 1 or 2 – Dr. Alan Ulsifer, Chair and CEO & Susanna Di Cesare, Director, Strategic Partnerships
11:15 – 11:45am NETWORKING BREAK
11:45 – 12:45pm GSC | Connecting the dots with Patient Navigation – Hamilton Jones, Director of Product, GreenShield+
12:45 – 1:30pm LUNCH
1:30 – 2:30pm Allstate | Critical Illness – Why the need, what it provides – Dante Dedominicis, National VP
2:30 – 2:45pm NETWORKING BREAK
2:45 – 3:45pm Consultant: Tammy Vigue | Beyond Finances: Enhancing Retirement Readiness with Lifestyle Planning – Retirement Coach
3:45 – 4:15pm Room Change / BREAK
4:15 – 5:15pm The Benefit Code | Inclusion, Access and Longevity – Pascale Mapleston Bridgewell | Bridging the Journey – Using an effective brand and clear messaging to build Bridgewell Financial – Michael Wortsman
5:15 – CONFERENCE CONCLUDES
CONNECT STAGE
9 – 10:00am CI Global Asset Management | Rhythms of the Economy and Multi-Asset Investing – Stephen Lingard
10:15 – 11:15am Industry: FSRA | Refreshing CAPSA’s Capital Accumulation Plans Guideline: An Overview, and Insights on How Regulators Will Apply – David Bartucci, Head, Pension Operations and Regulatory Effectiveness
11:15 – 11:45pm NETWORKING BREAK
11:45 – 12:45pm Technology | Think outside the box: Leverage Tech Tools to make your life easier! – Gord Hart & Chris Gory
12:45 – 1:30pm LUNCH
1:30 – 2:30pm Equitable Life | Communication is Key: Making benefits easier & more accessible to Plan Members – Meghan Vallis, Group Sales Vice President West & Sofia Colaiacovo, Group Sales Vice President East.
2:30 – 2:45pm NETWROKING BREAK
2:45 – 3:45pm RBCI | Pharmacogenomics – A Personalized Approach to Claims Management – Jim English, Regional VP NSO Region & Matthew King, Regional VP GTA Region
3:45 – 4:15pm Room Change / BREAK
4:15 – 5:15pm All to Benefits Alliance Stage for the Advisor Connections
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Platinum Sponsors
Supporting Sponsors
Lanyard Sponsor
Networking Lounge
Day 1 Lunch Sponsor
