2015 IBI Annual Forum - Integrated Benefits Institute
2015 IBI Annual Forum Maintaining a Healthy, High-Performing and Productive Workforce in a Rapidly Changing Environment SAN FRANCISCO | MARCH 16-18, 2015 Welcome to the 2015 IBI Annual Forum Maintaining a Healthy, High-Performing and Productive Workforce in a Rapidly Changing Environment SAN FRANCISCO | MARCH 16-18, 2015 The Fairmont, 950 Mason Street, San Francisco, CA 94108 About IBI The Integrated Benefits Institute’s work emphasizes that healthy, productive employees promote healthy business. Contents About IBI�������������������������������������������������������������������������������������������������2 Welcome Letter������������������������������������������������������������������������������������3 As the leading research organization in health and productivity, the Institute provides the data, research and tools professionals need to make sound decisions on how they invest in the health of their workforces. Since 1997, IBI has been an independent nonprofit serving more than 1,070+ members—the companies that provide health and productivity services and the companies that implement health-related programs to benefit their employees and their business. IBI Board of Directors��������������������������������������������������������������������������4 Schedule of Events�������������������������������������������������������������������������������5 Hotel Map���������������������������������������������������������������������������������������������14 List of Speakers����������������������������������������������������������������������������������� 15 Speaker Biographies�������������������������������������������������������������������������� 17 Program Sponsors����������������������������������������������������������������������������� 38 Notes����������������������������������������������������������������������������������������������������� 45 Integrated Benefits Institute 595 Market Street, Suite 810 San Francisco, CA 94105 tel. 415 222 7280 fax.415 222 7281 [email protected] ibiweb.org 2 2015 IBI Annual Forum Our Research IBI is dedicated to research that showcases: •• Business value of workforce health. Linking workforce health to employee lost time, performance and business metrics. •• Better measurement. Improving measures of absence, health-related job performance and their financial impacts on employers. •• Practical evidence. Featuring employer case studies through our Knowledge Bank to show what’s working in the field. •• Employee engagement. Showing how employee engagement and the context of the workplace influence health, cost and productivity outcomes. Photo Credits— Cover: FlickrCC © PaulW / Page 2: iStock © ChuckSchugPhotography / Page 3: FlickrCC © Shelly Prevost Dear Forum Attendee: Welcome to the 2015 IBI Annual Forum. We are pleased to host the Forum again this year at the Fairmont Hotel, one of San Francisco’s grandest. Enjoy our beautiful city. We have a variety of exciting new sessions, resources and events for our attendees, so I’d like to highlight a few items not to be missed. We’ve expanded the capability of our mobile Forum app this year, so be sure to download it. The app not only has all the meeting materials integrated into it, but the capability to connect you with all other attendees. After downloading the app by visiting app.core-apps.com/ibiforum15 or searching “IBI Forum” on your smartphone app store, you can personalize your session schedule, download presentation materials, and exchange contact information without having to walk around squinting at name tags. This year’s Forum will focus on a critical issue for employers and their supplier partners: given the rapidly changing healthcare environment, how can employers create and maintain a healthy, high-performing, at-work and productive workforce? We are especially fortunate to have such a wide variety of speakers joining us this year to address these critical issues. We’ve emphasized practical solutions that can be taken back to your offices and implemented, while also exploring innovative strategies that are pushing the envelope and helping the field evolve. In 2015, IBI is expanding ways to reach and engage with our members and we want the Forum to serve as a launching pad for our additional member initiatives. In addition to the Forum, members can look forward to seeing regional conferences, webinars with leading professionals, diverse case studies, industry-focused benchmarking groups, and research driven by member needs. We hope you enjoy the Forum and San Francisco to the fullest. I know it will create opportunities for you to learn, share, and grow in our common goal to improve the lives of our workforces and our businesses. Regards, Thomas Parry, Ph.D. President Integrated Benefits Institute Welcome Letter 2015 IBI Annual Forum 3 IBI Board of Directors January 2015 Abbvie Kraft Foods Aetna, Inc. Liberty Mutual Insurance Company Represented by Edward Scheidler Director, Health System Initiatives Represented by Richard Feifer, M.D., MPH, FACP National Medical Director for National Accounts Allergan Represented by Kevin Mead Sr. Director, Corporate Accounts Anthem Life/Wellpoint Represented by Tracie Foster Director, Product Management and Business Development Aon Hewitt Represented by Deborah LaBonar, Ph.D. Leader, Absence Management Analytics Bank of America Corporation Represented by Jim Huffman Sr. V.P.—Global Benefits Bristol-Myers Squibb Represented by Kathy McAlpine Senior Director, Benefits Represented by Dan Lyons Vice President and Manager-National Accounts Marriott International, Inc. Standard Insurance Company Represented by Jill Berger VP, Health and Welfare Represented by Melissa Harrison-Hiatt Senior Director, Absence Management Mercer-Trion Sun Life Financial Represented by Phil Lacy Health & Productivity Practice Leader Represented by Alexandra Dumont AVP, Product Management Pfizer, Inc. Target Corporation Represented by William S. Stafford Director, Employers Represented by Michelle Steen Benefits Analyst Manager. Pinnacol Assurance The Hartford Represented by Karyn Gonzales VP of Medical Operations & Healthcare Strategy Represented by Michael J. Dunst AVP, National Practice Leader Providence Health & Services Alaska Represented by Lesley Leiserson Director, Benefits Represented by Christopher M. Dezii, RN, MBA, CPHQ Director, Healthcare Quality and Performance Measures Represented by Tammy Green, MPH, CHES Director, Well-being and Absence Management Providence Health & Services Comcast Corporation Prudential Financial, Inc. Represented by Sabrina Davison Executive Director, Health & Welfare Benefits Cummins, Inc. Represented by Dexter Shurney, M.D., MBA, MPH Chief Medical Director / Executive Director Global Health and Wellness Employers Health Coalition, Inc. Represented by Bruce Sherman Medical Director Health Care Service Corporation Represented by Kevin M. Cassidy VP National Major Accounts Kaiser Permanente Represented by Jennifer ChristianHerman Executive Director, Healthworks Product Innovation & Evaluation 4 2015 IBI Annual Forum IBI Board of Directors IBI’s Board of Directors includes the following leaders in health and productivity. Represented by Eric Hamilton VP Product & Process, Small Business Segment Reliance Standard/Matrix Absence Management Represented by Paul Dube VP of Product Development. Safeway, Inc. Represented by Anita Weir Manager, Health Services Sanofi-Aventis Represented by Rick Ramos VP, US Market Access-PBM, SPP, Employer Segments Sedgwick Claims Management Services, Inc. Represented by Bradley Johnson EVP The Home Depot Towers Watson Represented by Mary Tavarozzi Towers Watson North America Practice Leader – Absence and Disability Management UnitedHealthcare Represented by Donald Potter Vice President, Client Relations USAA Represented by Christina Korona Executive Director, Time Off Programs Schedule of Events Monday, March 16, 2015 Time Activity Location 1:00pm – 2:20pm Preconference: The Future of Health and Productivity in the U.S. • Thomas Parry, Ph.D., President, Integrated Benefits Institute • Chris McSwain, Chief Strategy Officer, Aason, LLC. • Gary Earl, Health & Well-Being Ambassador, Anthem Life/Wellpoint • Brad Johnson, EVP of Operational Strategy and Shared Services, Sedgwick • Kathy McAlpine, Senior Director, Benefits, Kraft Foods • Tammy Green, Director, Well-being and Absence Management, Providence Health & Services Grand Ballroom Today, there is more uncertainty than ever about how employers will manage workforce health and productivity. IBI’s Board of Directors met last summer to discuss the volatility of the health and productivity landscape and the diversity of employers’ options. This preconference workshop will focus on three aspects of the Board’s discussion: (1) forces influencing how employers manage workforce health and productivity, (2) implications for how employers with a more “traditional” approach to healthcare will proceed and (3) implications for how employers with a more “consumer-centric” approach will proceed. Former IBI Board Chairman Chris McSwain will moderate the panel; panel members will include Kathy McAlpine from Kraft; Gary Earl from Anthem-Wellpoint; Tammy Green from Providence Health Systems and Brad Johnson from Sedgwick CMS. The audience is invited to participate fully in the conversation. 2:40pm – 3:00pm 2015 Forum Begins Welcome and opening remarks by IBI President Dr. Thomas Parry. Grand Ballroom 3:00pm – 4:00pm Plenary Session: Improving Workforce Performance in a Changing Work Climate • Thomas Parry, Ph.D., President, Integrated Benefits Institute • Kim Jinnett, Ph.D., Executive Vice President, Integrated Benefits Institute • Jamie Stalker, M.D., Division Director, Health and Employee Wellness Division, Argonne National Laboratory • Kathy Gerwig, Vice President, Employee Safety, Health and Wellness, Kaiser Permanente • Chris Chan, Innovation Imagineer, Mercer LABS • Shauna Bryngelson, Senior Consultant, Absence and Disability Management, Towers Watson Grand Ballroom To compete in an increasingly globalized marketplace, U.S. employers need a healthy, highperforming workforce. IBI’s forthcoming study, “The impact of health on job performance and productivity,” clarifies the relationship between employee health, work climate, job performance and organizational impacts from a series of employee and manager surveys. The presentation and subsequent panel discussion will address the impact of the work environment and other population health issues on business performance. Speakers will provide their perspectives on best practices aimed at workforce health and better job performance. 4:00pm – 4:30pm Refreshment Break Sponsored by National Pharmaceutical Council Schedule of Events 2015 IBI Annual Forum 5 Monday, March 16, 2015 (continued) Time Activity Location 4:30pm – 5:30pm Plenary Session: Synergy at Work: Private Exchanges and Workforce Performance • Bruce Sherman, M.D., Medical Director, Employer Health Coalition • Chris McSwain, Chief Strategy Officer, Aasonn • Mark Fendrick, M.D., Director, VBID Center, University of Michigan • Scott Rabin, Manager, RightOpt, RightOpt/Buck Consultants Grand Ballroom As employers consider the array of strategies and tactics used to control healthcare costs, private exchanges are emerging as a focal point. The role of private exchange offerings in workforce health and productivity management has not been explicitly determined, and is a subject of some debate. This session will share expert perspectives regarding the role that private exchanges may play in supporting workforce health management efforts. Each of the panelists has a unique perspective, and together will provide an insightful look at the role of private exchanges. By directly addressing the critical employer decision-making process, this presentation will summarize available research and describe how workforce health, wellbeing, and performance can be further enhanced in the setting of private exchanges. 5:30pm – 7:30pm Forum Reception Enjoy a sweeping view of the city of San Francisco as we come together to network over cocktails and appetizers. Crown Room Tuesday, March 17, 2015 Time Activity Location 7:15am Breakfast Sponsored by Liberty Mutual Grand Ballroom 8:00am Opening Remarks by Mary Tavarozzi, IBI Board Chair Grand Ballroom 8:15am – 9:15am Plenary Session: The Impact of Technology and Evolving Healthcare Delivery Models • Kimberly George, Senior Vice President, Senior Healthcare Advisor, Sedgwick • Stephen Shaya, M.D., Medical Director, J&B Medical Supply • Jennifer Christian-Herman, Ph.D., Executive Director, Healthworks Product Innovation & Evaluation, Kaiser Permanente • Charles Yarborough, M.D., President/Owner, CYHealthAssociates, LLC • Sri Mummaneni, M.D., Medical Director, Pratt & Whitney / Rocketdyne Grand Ballroom In the search for better access to quality healthcare in a changing landscape, there has been a strong focus on technological advancement. Technologies are being developed to maintain employee well-being as well as facilitate treatment and recovery when injuries and illnesses occur. These novel technological advancements include telemedicine, real time visual connectivity, Google glass, wearable monitoring devices, internet connected bio sensors, three dimensional printers, and robotic devices. Panelists will speak to how technology can expand healthcare coverage and service to more Americans in addition to how these alternative delivery models offer opportunities for providers to connect with their patients in a different way. This session brings together experts to discuss trends in innovation and the measurements used to evaluate the impact of new technologies on cost, quality, and workplace productivity. 9:15am – 9:45am 6 Refreshment Break Sponsored by The Hartford 2015 IBI Annual Forum Schedule of Events Tuesday, March 17, 2015 (continued) Time Activity Location 9:45am – 10:45am Plenary Session: A Practical Approach to Integrating Health and Disability Programs • Randy Ford, Vice President, Product and Service Solutions, Unum, Nation Client Group • Rich Fuerstenberg, Senior Partner, Mercer • Denise Callari, M.D., Vice President, HealthCare Strategies, UnitedHealthcare • Michelle Martin, Vice President, HR Specialty Benefits, CBS Grand Ballroom This session will present a “block and tackle” approach to designing an effective integration strategy for health and disability programs. Representatives from Unum, Mercer, UnitedHealthcare and CBS will explore the relationship between disability and healthcare cost, the impact of compliance-based medicine, the identification of health risk factors, and the tools necessary to maximize program effectiveness. Speakers will share results on increased engagement, decreased STD costs and durations, and value received. 9:45am – 11:15am IBI Tools Open House Join IBI experts for an informal, hands-on walkthrough of our suite of measurement and modeling tools. 10:45am – 11:15am Stretch Break Sponsored by Sun Life Financial 11:15am – 12:15pm Workshop A: New Insights: Employer Engagement and Absence Management Strategies • Karen Trumbell English, Partner, Spring Consulting Group • Gene Lanzoni, Assistant Vice President, Market Intelligence, Guardian • Jane Ryan, Return to Work Section Head, Mayo Foundation Grand Ballroom Lounge Pavilion Room Lobby Level With the implementation of Affordable Care Act reforms and the release of ADAAA final regulations adopted by the EEOC in the past two years, the absence management field has changed greatly. This session will present findings from the 2015 Guardian Absence Management Activity Index℠ and Study, a Spring Consulting Group commissioned survey, as well as an accompanying metric developed in 2012 to monitor changes in employer engagement and absence management-related activities. By providing insight into the current absence management landscape, this presentation will explain the series of steps employers of all sizes can take to get started on their absence management journey and build an effective, long-standing program over time. 11:15am – 12:15pm Workshop B: Using Consumer Activation to Better Understand Consumer Behavior and Outcomes • Craig Kurtzweil, Senior Vice President, Analytic Innovations, UnitedHealth Group Crystal Room Lobby Level Recognizing the impact consumer behavior has on health care and related costs, Unum and UnitedHealth Group took aim at consumer health activation with their Consumer Activation Index (CAI), a tool used for measuring decision making and short-term disability exposure. In a study of 17 customers with 270k members, the CAI was used to determine if individuals make an optimal clinical, financial or service choice when faced with a health care decision. The CAI navigates individuals through 51 decision points to complete its assessment. By better understanding consumer behavior, members can then seek to modify behavior to achieve better health. The discussion will highlight how CAI works and its results in relation to short term disability and productivity. 11:15am – 12:15pm Workshop C: Breaking Through: Communicating for Engagement and Behavior Change • Janice Burnham, CEO, ROC Group • Gary Grabarczyk, VP, Corporate Associate Benefits, Robert Bosch Fountain Room Lobby Level In this session, a leading employer will discuss how they are using targeted communication techniques and campaigns to drive engagement with corporate leadership as well as employees and their families. Participants will share how they’ve helped leadership embrace the impact of workforce health on productivity as well as provide insights about why employee and family engagement in health and benefits programs is integral for success. This session will focus on utilizing communications to influence the subcultures of a corporate enterprise, leveraging transparency in health initiatives, motivating an inactive deskbound workforce, and positioning workforce health to financial leadership. Schedule of Events 2015 IBI Annual Forum 7 Tuesday, March 17, 2015 (continued) Time Activity Location 11:15am – 12:15pm Workshop D: Effective Employee Engagement and Support for Obesity Management • Jack Nightingale, Vice President, Healthcare Practice, Benfield – Arthur J. Gallagher & Co. • Firky Isaac, M.D., Vice President of Global Health Services, Johnson & Johnson French Room Lobby Level Obesity is a top health and productivity concern as well as a complex and challenging condition that most employers have found difficult to address effectively. Employers that want to move their employee populations to healthier weights are looking for proven weight management strategies that go beyond the standard approaches to employee engagement and support. This session will present key findings of an employee engagement research study focused on obesity management, along with a case study of a leading employer— Johnson & Johnson—that has been a pioneer in implementing new integrated, value-based solutions, measuring their results, and deploying them across their organization. 11:15am – 12:15pm Workshop E: Fit for Work in a Physically Demanding Environment: A Comprehensive Approach to Wellness at Goldcorp’s Wharf Mine • Colleen Broersma, President, 3:1 Corporate HPM Solutions • Larry Bakke, Administrative Manager, Wharf Mine Garden Room Lobby Level In the fall of 2011, Wharf Mine partnered with 3:1 Corporate HPM Solutions to launch a new wellness program for its employees. The project aimed for a comprehensive approach to wellness by integrating traditional occupational safety, prevention, and health protection efforts with health promotion. Key components of the program included individual health assessments, health and safety education, nutrition, core strengthening, stress and sleep management, wearable devices for tracking progress, and follow-up sessions. Speakers will discuss how these components led to measurable successes in heightened employee efficiency, reductions in serious health conditions, improved health risk status, and reduced worker’s compensation costs related to slips, trips, falls and overexertion. 12:15pm – 1:15pm Lunch and Networking Break Sponsored by Cigna Join attendees in the Terrace Room for a delicious lunch. Terrace Room Terrace Level 1:15pm – 2:15pm Workshop A: Telemedicine: Innovative Approaches to Health Care • Rich Feifer, M.D., Chief Medical Officer, National Accounts, Aetna • Joe O’Neill, VP, Compensation & Benefits, Penske Truck Leasing • Ryan June, Director of Healthcare Analytics, Teladoc Pavilion Room Lobby Level Penske, a global transportation services provider, partnered with Aetna and Teladoc to explore a telemedicine care option. Telemedicine offers hard-to-reach patients an alternate channel of care from any location without the delay of scheduling or taking time off from work. Speakers will discuss the value based plan design of Penske’s telemedicine program as well as its results due to productivity savings and employee satisfaction. This presentation will address innovative remote approaches to health care as well as the key elements of an effective deployment strategy that achieves maximal adoption and impact. 1:15pm – 2:15pm Workshop B: FMLA & ADA: Avoiding Pitfalls and Reducing Absences • Matt Morris, VP, AbsenceResources, ComPsych • Bert Cleary, Senior HR Manager, Compensation & Benefits, Welch’s Increasing overlap between FMLA and ADA has presented employers with the question of how to address new regulations while maintaining compliance and managing absence. ComPsych will present a case study illustrating how employers can reduce absences by as much as 30 percent by focusing on important changes in FMLA law, interpreting what the EEOC’s “rigorous enforcement” of ADA laws means to employers, proactively identifying FMLA absences and other applicable leaves that may require ADA analysis, integrating FMLA and ADA processes to improve efficiency and reduce risk, and instituting new corporate policies and procedures that will help reduce overall absence. 8 2015 IBI Annual Forum Schedule of Events Crystal Room Lobby Level Time Activity Location 1:15pm – 2:15pm Workshop C: Work-Focused Interventions for Value-Based Care around Depression • Debra Lerner, Ph.D., Departments of Medicine and Psychiatry, Tufts University SOM; Director, Program on Health, Work and Productivity, Tufts Medical Center • Francisca Azócar, Ph.D., Vice President, Research and Evaluation Behavioral Health Sciences, OptumHealth Fountain Room Lobby Level Depression is a major issue affecting millions of Americans, inhibiting their ability to lead productive lives at home and at work. OptumHealth partnered with Tufts Medical Center and 19 national employers to create a work-focused intervention aimed at improving the productivity of middle- aged and older adults with depression and work limitations. The program utilized telephone-based counseling with care coordination, cognitive behavioral therapy strategy development, and work coaching/modification. Speakers will share results including a 44% work productivity improvement and discuss increasing efforts to provide more value-based care with a work-focused intervention strategy. 1:15pm – 2:15pm Workshop D: Addressing Health Holistically: An Integrated Benefits Strategy Approach • Gary Fritsch, Product Manager, Cigna • Alyssa Coleman, Benefits Consultant, NextEra Energy • Deb Snider, Director of Health &Welfare Benefits, BAE Systems • Michelanne Bradwell, Manager, Benefits, Konica Minolta French Room Lobby Level In this session, Cigna, along with prominent national employers, will discuss how integrated benefit strategies can be used to address specific needs and measure success. This session will discuss various challenges companies face such as designing an effective absence management program and focusing on practices that encompass a larger picture of health. Using healthcare, HRA, FML, and disability data, speakers will focus on the process of creating a return-on-investment benefits strategy that works alongside integration through proactive identification and timely intervention. 1:15pm – 2:15pm Workshop E: Returning Investing in Absence Management—An Employer Life Cycle Approach to Absence Management • Renee Mattaliano, Principal, Laurus Strategies • David Taylor, Director of Integrated Disability Management, Reyes Holdings Garden Room Lobby Level This session will review how Reyes Holdings the eleventh largest privately held company in the United States had worked to develop and implement an integrated approach to absence management. The discussion will unveil their unique blend of internal resources, vendors and partners. Specifically, Reyes will discuss the initiating integration and explain the integral steps taken to ensure a sustainable approach to understanding and managing workforce productivity. Participants will provide a review of an in-depth analysis of Reyes targeted problem areas. In addition, Reyes will discuss the need for restructuring department reporting, and the calibration of internal talent needed to make integrated absence management a reality. This session will also highlight how job roles, technology, data mining and report development have proven essential to capturing the attention of local management in a widely disperse workforce. 2:15pm – 2:45pm Refreshment Break Sponsored by The Hartford Schedule of Events 2015 IBI Annual Forum 9 Tuesday, March 17, 2015 (continued) Time Activity Location 2:45pm – 3:45pm Workshop A: “Fixing Stress”: Informing Health, Productivity & Wellness • Robert Simon Siegel, CEO, Global Optimal Health Group • John White, M.D., Chief Medical Advisor, Diagnos-Techs • Eric Hatzenbuehler, Health & Productivity Consultant • Tamela Thomas, Wellness Manager, Washington Athletic Club in Seattle Pavilion Room Lobby Level In this session, speakers will present the essential components of practical solutions to the universal challenge of stress. In delivering a combination of new standards, precise diagnostic measures, and prevention essentials, speakers will provide attendees insight on the potential value of stress management as a means to bettering a workforce’s health and productivity. This session will also focus on the strategic implementation of innovative stress and wellness management into the workplace. By defining “stress” as a physiologically foundation of wellness, this session will help attendees use illness prevention, healthcare costs, productivity, absenteeism, presenteeism to inform exciting new “health-producing” skills. 2:45pm – 3:45pm Workshop B: Partnership and Prevention: Utilizing Different Health Networks to Prevent Disease and Promote Performance • John Sinnot, M.D. Chairman, Internal Medicine, USFHealth • Antonio Iglesias, Pharm.D., Regional Medical Director, Pfizer, Inc. Crystal Room Lobby Level Approximately 50,000 adults die each year in the US from vaccine-preventable diseases such as influenza and pneumonia. To confront this problem, Pfizer collaborated with the University of South Florida (USFHealth) and Tampa General Hospital to review the use of vaccines as a method of improving workforce health. The first step in this collaboration was to model the direct and indirect benefit costs associated with Community Acquired Pneumonia (CAP). This session will reveal the economic burden of CAP and the advantages of partnerships to deter CAP incidents. Presenters will discuss the health system’s direct and indirect benefit costs associated with CAP and annual cost estimates for the organization’s health, sick leave/absence, short-term disability (STD), and group life insurance benefit programs. Speakers will then explore how the expansion of employee coverage for vaccines in partnership with pharmacy networks worked to improve the overall health and productivity of affected workforces. 2:45pm – 3:45pm Workshop C: Health and Productivity Management Guided by a Workforce’s Professional, Social, and Emotional Wellbeing • Jim Purvis, VP, Well-Being Improvement Design, Healthways • Elizabeth Glenn-Bottari, Vice President, Chief Operating Officer, Integrative Health, St. Joseph Health Healthways partnered with St. Joseph’s Health to better understand and improve employee well-being. Speakers will discuss a program to address high claims costs and instances of absenteeism and presenteeism. Healthways leveraged St. Joseph Health’s Choose Well brand and developed custom campaigns for each ministry to maximize employee engagement and participation in the Healthways Well-Being Assessment. This survey measured more than just the physical health of employees, it also identified the impact that work environment and social, emotional and community well-being had on their overall well-being as well. Through robust data analytics, Healthways identified key priorities for improvement and this session will discuss the program’s approach, implementation, and productivity savings. 10 2015 IBI Annual Forum Schedule of Events Fountain Room Lobby Level Time Activity Location 2:45pm – 3:45pm Workshop D: Ensuring Compliance and Improving Productivity in a new ADAAA Landscape • David Lea, Regional Practice Leader, Reliance Standard Life Insurance • Lesley Gee, Senior Manager, Global Benefits, Yahoo • Laurie Brednich, Director, Employee Benefits, GoDaddy, Inc. French Room Lobby Level With the advent of the ADAAA in 2008, the Americans with Disabilities Act brought change to disability and leave management. This session will focus on helping employers navigate the landscape of the new ADAAA regulations and EEOC enforced employer compliance, whether through self-administered or outsourced ADA programs. Speakers will discuss available data and the results of a fully outsourced ADA administration program 12 months post-implementation. They will focus on how this program aimed to ensure compliance, improve productivity, and reduce overall exposure. 2:45pm – 3:45pm Workshop E: Tying Educational Outcomes to Good Health • Jon Harris-Shapiro, President, Continuance Health Solutions • David Hines, Director, Employee Benefits, Metro Nashville Public Schools • Patt McCarver, Director, Vanderbilt Health at MNPS, Vanderbilt Garden Room Lobby Level Vanderbilt and Continuance Health Solutions (CHS) partnered with Metro Nashville Public Schools (MNPS) to create onsite patient-centered medical homes and engagement plans for their teachers. Six years post-implementation, 40% of teachers consider the worksite clinics their medical home. Speakers from MNPS, CHS, and Vanderbilt will discuss the program’s integration of medical, pharmacy, dental, vision, and worker’s compensation services, as well as their plans to expand the scope of care to include health coaching and behavioral health. Presenting three years of results, speakers will discuss how they’re using data on student academic achievement to proactively manage the health of their teacher population. 3:45pm – 4:00pm Break 4:00pm – 5:00pm Plenary Session: Successful Strategies for Reducing the Total Impact of Behavioral Health Claims in Call Centers • Deborah LaBonar, Ph.D., Leader, Absence Analytics, Aon Hewitt • Blessy John, Project Manager, Global Benefits Team, Discover Financial Services Grand Ballroom This presentation will share how a 14,000 life financial services company with a primarily call center population achieved reductions in both incidence and duration of mental disorder disability claims. By applying an integrated, strategic approach to reducing mental health claims, the organization reduced the total number of annual days lost by 34%. Presenters will discuss how interventions made by on-site EAP counselors and behavioral health specialists helped employees find professional mental health services and achieve a timely and healthy return to work. 4:00pm – 5:00pm IBI Tools Open House Join IBI experts for an informal, hands-on walkthrough of our suite of measurement and modeling tools. Grand Ballroom Lounge 5:00pm – 5:15pm Meeting of IBI Members IBI President Dr. Thomas Parry will call together a brief internal meeting of members. Non-members have free time. *For the rest of the evening, attendees have free time to schedule meetings or explore San Francisco. Attendees need to arrange for dinner this night. * Grand Ballroom 5:15pm – 6:45pm Scholarship Reception NOTE: This event is open to employer attendees and staff from our scholarship sponsors: Abbvie, Aetna, Anthem/Wellpoint. Crown Room Schedule of Events 2015 IBI Annual Forum 11 Wednesday, March 18, 2015 Time Activity Location 7:15am – 8:15am Breakfast Sponsored by HealthSCOPE Benefits This morning, attendees will go right to workshops after breakfast. We will come together as a group for final plenary sessions after these workshops. Grand Ballroom 8:15am – 9:15am Workshop A: Delivering Value Based Solutions through Quality Partnership and Transparency • Joseph Cacchione, M.D. Chairman, Heart & Vascular Institute Strategy and Operations, Cleveland Clinic • Al Rapp, VP, Benefits, UPS • Geoff Kilgore, SVP, Account Management, Change Healthcare Pavilion Room Lobby Level Cleveland Clinic and employer panelists will discuss their goal of creating a new definition of value that includes quality outcomes, episodic pricing, reduced disability claims, faster return to work times, improved patient-reported outcomes (measured up to one year post op), and built-in engagement programs to drive utilization to high-performing networks. Speakers will share the results of this program and its effect on presenteeism and productivity, as well as absence, sick leave, short-term disability, and medical and pharmacy costs. 8:15am – 9:15am Workshop B: Playing the Triple Role of an Employer, Provider, and Educator: A Self-Insured Benefit Plan • Ron Loeppke, M.D., Vice Chairman, U.S. Preventive Medicine • T. Warner Hudson, M.D., Medical Director, UCLA Health System and Campus Crystal Room Lobby Level In this session, speakers will review UCLA’s major health initiative as an employer, provider, educator, and participant in a self-insured benefit plan. UCLA Health was presented with a unique opportunity to transform healthcare through the delivery of the Triple Aim—a means of accepting leadership as an employer and healthcare provider to enhance the health and performance of its workforce. In launching several innovative initiatives, UCLA Health demonstrated material results: reducing healthcare service utilization through the Primary Care Innovation Model (PCIM), increasing employee engagement through a Value-based Care, Person Journey Model for employees in the UCLA health plan (in partnership with U.S. Preventive Medicine), and decreasing workers’ comp costs through its WorkStrong program. Speakers will discuss the health system redesign as well as integration, capacity growth, preprimary care, telemedicine, and home services. 8:15am – 9:15am Workshop C: Investing in Human Capital for Wellbeing and Productivity • Jeremy Watson, Wellness Product Owner, Humana • Matthew Bowdy, Outcome Strategist, Humana • Waleed Bahouth, Director, Associate Health and Well-being, Humana • Carlos Mora, Ph.D., Research Scientist, Center for Positive Organizational Scholarship, University of Michigan, Ross School of Business Fountain Room Lobby Level Humana, in cooperation with the University of Michigan and the Integrated Benefits Institute (IBI), has developed a framework that explores the relationships between well-being, productivity loss and medical costs. This session will share Humana’s work in understanding how organizations can develop a robust long-term human capital strategy by combining multiple elements of traditional health benefits, worker costs, employee engagement, and behavioral economics. Speakers will discuss how Humana aimed to help employers better understand their populations through segmentation and will also address how employers targeted individual employees and group needs simultaneously. 8:15am – 9:15am 12 Workshop D: Low Back Pain: A Major Employer Uses Guidelines to Manage Quality, Costs and Outcomes • Harris Allen, Ph.D., Founder & Principal, Harris Allen Group • Wayne Burton, M.D., Chief Medical Officer, American Express • William Bunn, M.D., Vice President, Navistar • Michael Erdil, M.D., Associate Professor, University of Connecticut School of Medicine 2015 IBI Annual Forum Schedule of Events French Room Lobby Level Time Activity Location Workshop D: Low Back Pain: A Major Employer Uses Guidelines to Manage Quality, Costs and Outcomes (continued) Up to 84% of the general population has been found to report low back pain (LBP) at some point during their lifetime. This session will focus on a recent study by a major self-insured employer to cultivate evidence on issues key to a successful program focusing on illness/ injury prevention, reduction of workers’ compensation claims, and disability and healthcare cost savings. This study longitudinally tracked episodes of three types of ICD-9 diagnosis code-identified back problems from 2001-2009 and found that care consistent with 10 of 11 guidelines was associated with lower total costs. Speakers will review how approaches marked by more intensive resource use and lower guideline consistency were linked to poorer LBP quality care, worse patient/employee outcomes, and greater direct and indirect costs. Implications for employer involvement in guideline cost effectiveness will be discussed. 8:15am – 9:15am Workshop E: Redesigning to Better Manage Absence and Disability • Tyler Amell, Ph.D., Chief Executive Officer, StaffRelay • Dave Keen, Executive Director, FH Workplace Health & Provincial WH Call Centre, Fraser Health Garden Room Lobby Level Fraser Health, a Canadian organization with 24,000 employees, worked with StaffRelay to create a program to better approach and manage absence and disability. Through an extensive redesign process, a comprehensive electronic employee health record, an Enhanced Disability Management Program (EDMP), and an automated attendance reporting solution, Fraser Health has produced a return on investment of $28 million in decreased LTD and other disability costs. This session will detail positive impacts on absence, sick leave, STD and WC, as well as higher participation rates. 9:15am – 9:45am Refreshment Break Sponsored by Prudential Grand Ballroom 9:45am – 10:45am What Every Employer Needs to Know—Key Success Factors for Hiring People with Disabilities: A Collaborative Research Study with the University of Kansas • Mike Dunst, AVP, National Practice Leader Absence Management, The Hartford • Oswald Mondejar, SVP, Mission and Advocacy, Partners Health System • Michael Wehmeyer, Ph.D., Professor of Special Education; Senior Scientist and CoDirector, Kansas University Center on Developmental Disabilities; Beach Center on Disability at University of Kansas • Karrie Shogren, Ph.D., Associate Professor in the Department of Special Education; Associate Director, Kansas University Center on Developmental Disabilities; Beach Center on Disability at University of Kansas • Sandi Boller, VP, Human Resources, US Bank • Ann Kuhnen, M.D., Medical Director, Group Benefits and Workers’ Compensation, The Hartford Grand Ballroom With the changes in the ADAAA, awareness around the importance of—and requirements for—employing people with disabilities continues to grow, but the understanding of the opportunity has yet to take root across the business landscape. Myths and misconceptions remain among employers for whom this is still new and unchartered territory. In an attempt to discover and define the underlying patterns framing successful working environments for those with disabilities, The Hartford has partnered with the research team at the nationally recognized Beach Center on Disability at The University of Kansas. This session discusses how to impact the future workforce based on recent independent research by The University of Kansas. The session will focus on motivational factors affecting performance, development, and retention. Speakers will discuss their successful program results related to recruiting, developing, and retaining abled and disabled employees. Speakers will share their findings on self-determination as a predictor of success in the workplace as well as behavioral findings that measure employment success for employees with disabilities. 10:45am – 11:00am Closing Closing remarks. Grand Ballroom Schedule of Events 2015 IBI Annual Forum 13 Hotel Map 14 2015 IBI Annual Forum Hotel Map List of Speakers Harris Allen, Ph.D., Harris Allen Group, Founder & Principal Tyler Amell, Ph.D., StaffRelay, Chief Executive Officer Michael Erdil, M.D., University of Connecticut Health Center, Division of Internal Medicine, Section of Occupational Medicine, Associate Professor Francisca Azocar, Ph.D., Optum, Vice President, Research and Evaluation Behavioral Health Sciences Rich A. Feifer, M.D., Aetna, Chief Medical Officer, National Accounts Waleed Bahouth, Humana, Director, Associate Health and Well-Being Mark Fendrick, M.D., VBID Center, University of Michigan, Director Larry Bakke, Wharf Mine, Training Coordinator Randy Ford, Unum, National Client Group, Vice President, Product and Service Solutions Sandi Boller, US Bank, VP, Human Resources Gary Fritsch, Cigna, Product Manager Matthew Bowdy, Humana, Outcomes Strategist, Humana Wellness Solutions Rich Fuerstenberg, Mercer, Senior Partner Michelanne Bradwell, Konica Minolta, Manager, Benefits Laurie Brednich, GoDaddy, Inc., Director, Employee Benefits Colleen Broersma, 3:1 Corporate HPM Solutions, President Shauna Bryngelson, Towers Watson, Senior Consultant– Absence and Disability Management William Bunn, III, M.D., J.D., Navistar, Vice President of Health, Safety, Security, and Productivity Janice Burnham, ROC Group, CEO Lesley Gee, Yahoo, Sr. Manager, Global Benefits Kimberly George, Sedgwick, Senior Vice President, Corporate Development, M&A Kathy Gerwig, Kaiser Permanente, VP, Employee Safety, Health and Wellness Elizabeth Glenn-Bottari, St. Joseph Health, Vice President, Chief Operating Officer, Integrative Health Gary Grabarczyk, Robert Bosch, Vice President, Corporate Associate Benefits Wayne Burton, M.D., American Express, Chief Medical Officer Tammy Green, Providence Health & Services, Director, WellBeing and Absence Management Joseph Cacchione, M.D., Cleveland Clinic, Chairman, Heart & Vascular Institute Strategy and Operations Jon Harris-Shapiro, Continuance Health Solutions, President Denise Callari, M.D., UnitedHealthcare, Vice President, HealthCare Strategies Chris Chan, Mercer LABS, Innovation Imagineer Jennifer Christian-Herman, Ph.D., Kaiser Permanente, Executive Director, Healthworks Product Innovation & Evaluation Bert Cleary, Welch’s, Senior HR Manager, Compensation and Benefits Alyssa Coleman, NextEra Energy, Benefits Consultant Mike Dunst, The Hartford, AVP, National Practice Leader Absence Management Gary Earl, Anthem Life/Wellpoint, Health & Well-Being Ambassador Karen Trumbell English, Spring Consulting Group, Partner Eric Hatzenbuehler, Health & Productivity Consultant David Hines, Metro Nashville Public Schools, Director, Employee Benefits T. Warner Hudson, M.D., UCLA Health System and Campus, Medical Director Antonio Iglesias, Pharm.D., Pfizer, Inc., Regional Medical Director Fikry Isaac, M.D., Johnson & Johnson, Vice President of Global Health Services Kimberly Jinnett, Ph.D., Integrated Benefits Institute, Executive Vice President Blessy John, Discover Financial Services, Project Manager, Global Benefits Team Brad Johnson, Sedgwick, EVP of Operational Strategy and Shared Services List of Speakers 2015 IBI Annual Forum 15 Ryan June, Teladoc, Director of Healthcare Analytics Jim Purvis, Healthways, VP, Well-Being Improvement Design Dave Keen, Fraser Health, Executive Director, FH Workplace Health & Provincial WH Call Centre Scott Rabin, RightOpt/Buck Consultants, Manager, RightOpt Geoff Kilgore, Change Healthcare, SVP, Account Management Ann Kuhnen, M.D., The Hartford, Medical Director, Group Benefits and Workers’ Compensation Claim Practices Al Rapp, UPS, VP, Corporate Benefits (Retired) Jane Ryan, Mayo Foundation, Return to Work Section Head Stephen Shaya, M.D., J & B Medical Supply, Medical Director Craig Kurtzweil, UnitedHealth Group, Senior Vice President, Analytic Innovations Bruce Sherman, M.D., Employers Health Coalition, Medical Director Deborah LaBonar, Ph.D., Aon Hewitt, Leader, Absence Analytics Karrie Shogren, Ph.D., Kansas University Center on Developmental Disabilities—Beach Center on Disability at University of Kansas, Associate Professor in the Department of Special Education—Associate Director Gene Lanzoni, Guardian Life Insurance Company, Assistant Vice President, Market and Customer Insights David Lea, Reliance Standard Life Insurance, Regional Practice Leader Debra Lerner, Ph.D., Tufts Medical Center, Professor and Director, Program on Health, Work and Productivity Ron Loeppke, M.D., U.S. Preventive Medicine, Vice Chairman Michelle Martin, CBS Corporation, Vice President, HR Specialty Benefits Robert Simon Siegel, Global Optimal Health Group, CEO John Sinnott, M.D., USFHealth, Chairman, Internal Medicine Deb Snider, BAE Systems, Director, Health & Welfare Benefits Jamie Stalker, M.D., Argonne National Laboratory, Division Director, Health and Employee Wellness Division Doug Stover, Gallup, Senior Managing Consultant Renee Mattaliano, Laurus Strategies, Principal David Taylor, Reyes Holdings, Director of IDM Kathy McAlpine, Kraft Foods, Senior Director, Benefits Tamela Thomas, Washington Athletic Club in Seattle, Wellness Manager Patti McCarver, APRN, Vanderbilt, Director,Vanderbilt Health at MNPS Health Care Centers Chris McSwain, Aasonn, Chief Strategy Officer Oswald Mondejar, Partners HealthCare, SVP, Mission and Advocacy Carlos Mora, Ph.D., Center for Positive Organizational Scholarship, University of Michigan, Ross School of Business, Research Scientist Matt Morris, ComPsych, VP, AbsenceResources Sri Mummaneni, M.D., Pratt & Whitney / Rocketdyne, Medical Director Jack Nightingale, Benfield–Arthur J. Gallagher & Co., Vice President, Healthcare Practice Joe O’Neill, Penske, VP, Compensation & Benefits Thomas Parry, Ph.D., Integrated Benefits Institute, President 16 2015 IBI Annual Forum List of Speakers Jeremy Watson, Humana, Wellness Product Owner, Humana Wellness Solutions Michael Wehmeyer, Ph.D., Kansas University Center on Developmental Disabilities; Beach Center on Disability at University of Kansas, Professor of Special Education; Senior Scientist and Co-Director John White, M.D., Diagnos-Techs, Chief Medical Advisor Charles Yarborough, M.D., CYHealthAssociates, LLC, President / Owner Speaker Biographies Harris Allen, Ph.D. Francisca Azocar, Ph.D. Harris Allen Group Founder & Principal Optum Vice President, Research and Evaluation Behavioral Health Sciences Dr. Allen leads the Harris Allen Group, founded in 1997 to focus on performance and strategy development in health care. Clients have ranged from employers, health plans, on-site clinics, pharmaceutical and specialty firms to state agencies. He has held posts at The Rand Corporation, Aetna, New England Medical Center and Coopers & Lybrand. He has also served in lecturer or scholar capacities at Yale, Thomas Jefferson, Brown and Tufts Universities. He has published and presented widely. Tyler Amell, Ph.D. StaffRelay Chief Executive Officer Dr. Tyler Amell is a well-known and respected management consultant specializing in evidence-informed workplace health. One of Dr. Amell’s specialty areas is human capital solutions, particularly the subject of workplace health and productivity. Currently, Dr. Amell serves as Chief Executive Officer of StaffRelay, a company focused on helping organizations maximize the potential of their workforce through strategic absence and disability management. Dr. Amell has significant experience in, and has conducted extensive university research on topics such as: work-related musculoskeletal injuries and illnesses, return to work, disability management, and mental health in the workplace. Dr. Amell has authored over 20 peer-reviewed publications, as well as book chapters. He has also given seminars and presentations at over 75 national and international conferences in areas of his expertise. He is a former instructor at the Universities of Calgary, Alberta, Ottawa and Queen’s University in physical therapy, anatomy, kinesiology, and occupational health. Dr. Amell currently serves on the Executive Board of Directors of the Canadian Association for Research on Work and Health (CARWH), and has worked extensively with the Institute for Work and Health (IWH). He is passionate about optimizing technology to improve integrated workplace health and benefit support systems and processes. Dr. Azocar is Vice President of Research and Evaluation of Behavioral Health Sciences at Optum. Dr. Azocar has been at Optum for 15 years, and she specializes in creating research partnerships between academia, employers and health plans. She has conducted research on the dissemination of practice guidelines for the treatment of depression within managed behavioral healthcare, particularly on workplace depression, telephonic care management and outreach to depressed chronically-ill medical patients, development of patient-reported outcome measures and impact of provider feedback reports, development of evidence-based psychotherapy measures, and impact of clinical interventions on service utilization and costs. In collaboration with academic partners, Dr. Azocar has been involved in several National Institute of Health-funded studies including studies on depression in the workplace, autism spectrum disorders, and the impact of the Mental Health and Addiction Equity act on access, utilization and costs. Prior to joining Optum Dr. Azocar was a faculty member in the Department of Psychiatry at the University of California, San Francisco. There her research and clinical work focused on the treatment of depression in disadvantaged general medicine and ob/gyn patients, particularly with Spanish-speaking young women. Dr. Azocar received her doctorate from UC Berkeley and a National Institute of Mental Health Clinical Services Research Post-Doctoral Fellowship at the UCSF. She is a licensed clinical psychologist in the state of California. Waleed Bahouth Humana Director, Associate Health and Well-being Waleed Bahouth is a Director of Associate Health and Well-being at Humana in Louisville, Kentucky. His team conducts health analytics and manages primary clinics for Humana’s 55,000 employees. Waleed has a J.D. from University of Louisville and a B.S. in Economics from Trinity University. Speaker Biographies 2015 IBI Annual Forum 17 Larry Bakke Michelanne Bradwell Wharf Mine Training Coordinator Konica Minolta Manager, Benefits Larry Bakke, Training Coordinator at Goldcorp Wharf Mine, has over 32 years’ experience in the mining industry in Wyoming, Colorado, North Dakota, and South Dakota. His experience includes operating Heavy Equipment, Open Pit Operations Supervisor, Gold Recovery Specialist, and currently Training and Recruitment Specialist. In Coordinating Wharf Mine’s Training, Larry incorporates health and wellness as an integral part of the MSHA Safety Training for the well being and safety of the miners. This training includes instruction in the company’s 10 Golden Rules, one of which is being “Fit For Work”. He has been trained to be a facilitator for Goldcorp’s leadership and safety programs including the Supervisor Leadership Development Program, Dare To Grow, DELTA Safety, Coach the Coach, Safety Leadership Training, Goldcorp’s StepUP Program, as well as the MSHA New Miner Training and Annual Refresher Programs. Sandi Boller US Bank VP, Human Resources Sandi Boller, V.P. Human Resources, US Bank, has spent her entire career with the same company, although she has actually changed her career a few different times, working in several different areas of the bank. She was born and raised in St. Louis and has raised her family in the same area. She has spent the last 15 (plus) years of her career in Human Resources as Benefits Manager, currently managing Leaves of Absence. Matthew Bowdy Humana Outcomes Strategist, Humana Wellness Solutions Matthew is responsible for driving thought leadership and outcomes management in the Wellness arena for Humana. His efforts support the well-being of over 14 million consumers in the United States and abroad. When he is not working to help Humana consumers achieve lifelong well-being, he tries to look and act like an athlete with horribly embarrassing times in various 5K, 10K, mini- and full-marathon distance runs. 18 2015 IBI Annual Forum Speaker Biographies As Benefit Manager, Michelanne has responsibility for leading and executing Konica Minolta’s benefit strategy. Her responsibilities include the development of a competitive benefits program, including wellness, and the streamlining of administrative processes. Michelanne began her career with Konica Minolta in 2011 as a Sr. Benefits Specialist. Prior to joining Konica Minolta she held positions within the corporate benefits function for two Connecticut based multi-national companies. Michelanne graduated with B.A. in Political Science from Temple University in Philadelphia, Pa. She is currently located at Konica Minolta’s corporate headquarters (U.S.) in Ramsey, NJ. Laurie Brednich GoDaddy, Inc. Director, Employee Benefits Laurie Brednich is the Director, Employee Benefits & Powered by You for GoDaddy. In her role, Laurie is responsible for the global benefits package offered to employees and their families. She has worked in the industry for more than 25 years and has served in similar roles for American Standard, National Basketball Association and Pinnacle Foods Group. Laurie is a graduate of Kean University in Union, NJ with a bachelors in Management Science, and she also received a web-design certification from Chubb Institute. Laurie is married with two fur-babies. Colleen Broersma 3:1 Corporate HPM Solutions President Colleen Broersma is a proud mother and Colorado resident who has had two passionate lifelong affairs; one with coffee and the other with fitness. Her caffeine addiction has fueled her throughout a career of inspiring both athletes and non-alike. She has been able to help the embrace fitness with her same level of enthusiasm, effectively changing their relationships with healthy lifestyles. Whether achieved in the boardroom or in the gym, nothing gives her greater pleasure than seeing health and wellness positively impact her clients’ lives. As the president and founder of 3:1 Corporate Health and Productivity Management Solutions, Colleen’s thought leadership has assisted businesses from the government to the private sector and healthcare to mining, with increasing their ROP (return on people). By implementing integrated health and productivity management solutions, employee well-being and corporate productivity are markedly improved. She is a driven lifelong learner, and a passionate educator of health and fitness professionals, having personally trained over 100,000 professionals worldwide throughout her career. Despite being in demand across the county, Colleen lives in the moment; no classroom is too small to grasp her undivided attention. “…The room lights up” when she walks in claims one of Colleen’s long term clients. Shauna Bryngelson Towers Watson Senior Consultant– Absence and Disability Management Shauna Bryngelson is a Senior Consultant Absence & Disability Management (ADM) for Towers Watson. She has nearly twenty years of experience in the health and productivity fields. Her diverse skills range from absence and disability program design, program implementation, performance management, and creation of innovative solutions to address client specific needs. William Bunn, III, M.D., J.D. Navistar Vice President of Health, Safety, Security, and Productivity Dr. Bunn recently retired as Vice President of Health, Safety, Security, and Productivity from Navistar, originally International Harvester and he now serves as consultant/advisor to Navistar and other corporations. He has an appointment as Professor, Clinical Preventive Medicine at Northwestern University School of Medicine. He received the Institute for Health and Productivity Management President’s Award in 2010, DMAA: The Care Continuum Alliance Leadership Award for Outstanding Employer Program in 2010, the Institute for Health and Productivity Management Corporate Award in 2001 and the ACOEM Knudsen Award in 2002. He has served on numerous advisory committees including the National Academies, Science Advisory Board of EPA and Board of Scientific Counselors of NIOSH. He is a fellow, board member and former officer of the American College of Occupational and Environmental Medicine. He received his M.D. and J.D. from Duke University and M.P.H. from the University of North Carolina. He is also author of two international text books and a number of publications. He serves as the U.S. National Representative to ICOH and is the founder and was the chair of ACOEM International Council. Janice Burnham ROC Group CEO Jan Burnham is CEO of the ROC Group, a communications agency that counts health care, wellness and change among its specialties. For over 30 years, Jan has pioneered blending creative marketing, persuasion and behavior strategies to engage employees, leadership and other stakeholders. Her projects have won dozens of professional awards. Jan’s clients have included companies such as Abbott, Boeing, Bosch, Dover, Kraft Foods and Microsoft. Her change communication expertise ranges from health care, wellness and retirement to corporate transformation, M&A, LEAN Six Sigma and systems integration. Jan frequently speaks on effective communication strategies for organizations such as the Conference Board, and she has been a guest lecturer on change communications at the Annenberg School for Communication at USC. Before founding ROC Group in 1998, Jan was a Principal with both Towers Perrin (now TowersWatson) and PricewaterhouseCoopers. She serves on the Board of Directors of Ballantine Communications. Wayne Burton, M.D. American Express Chief Medical Officer Wayne N. Burton, M.D. is the Chief Medical Officer at the American Express Company. Since 2009, Burton has been responsible for the company’s Wellness Centers internationally, the global Employee Assistance Program and Wellness Programs, Disability Management, Disease Management and Safety programs. Amex has approximately 60,000 employees globally. Previously, he was Corporate Medical Director for JPMorgan Chase and its legacy banks for more than 25 years. He is a member to several Boards and previously was on the Board of the National Business Group on Health and was Chairman of the Board for the Midwest Business Group on Health. He has been the recipient of several industry awards including the Health Achievement Award from the American College of Occupational and Environmental Medicine (ACOEM), the Jonas Salk Health Leadership Award from the March of Dimes, the Innovation Award from Mental Health America and Innovation in Health and Productivity Award from National Business Group on Health (NBGH). In 2009, he received the first Global Health Leadership Award from NBGH/ACOEM. The following year, he was honored with the Meritorious Service award and the President’s Award from the American College of Occupational and Environmental Medicine. Since 1978, Burton has been an associate professor of clinical medicine at Northwestern University Medical School. He’s also an adjunct professor of Environmental & Occupational Sciences at the University of Illinois at Chicago. Speaker Biographies 2015 IBI Annual Forum 19 Joseph Cacchione, M.D. Chris Chan Cleveland Clinic Chairman, Heart & Vascular Institute Strategy and Operations Mercer LABS Innovation Imagineer Joseph G. Cacchione, M.D., F.A.C.C., is an interventional cardiologist at the Cleveland Clinic; Robert and Suzanne Tomsich Department of Cardiovascular Medicine; Arnold and Sydell Miller Heart and Vascular Institute. In addition to his clinical responsibilities, Dr. Cacchione is the Chairman of Operations and Strategy, Cleveland Clinic Heart and Vascular Institute. As a leader in health care quality initiatives, he heads up Network Growth Strategy for the Cleveland Clinic Foundation. Previous to his tenure at the Cleveland Clinic, he was in a private practice for over nineteen years and served as executive vice president and chief quality officer at Saint Vincent Health System in Erie, PA. Dr. Cacchione is currently a member of the American College of Cardiology’s (ACC) Board of Trustees. He chairs the ACC’s Partners in Quality Subcommittee and is an active member of several committees, including the Payment Reform Task force. He serves on the AQA Steering Committee, co-chairs the AQA Reporting Workgroup and has participated in the Brooking Institution’s High-Value Health Care Project Data Set Workgroup. He also served as President, American College of Cardiology Pennsylvania Chapter, Western. Recently, he was named to the National Priorities Partnership Advisory Council. Dr. Cacchione’s interests include payment reform, longitudinal care delivery and clinical quality improvement. Denise Callari, M.D. UnitedHealthcare Vice President, HealthCare Strategies Dr. Callari joined UnitedHealthcare in 2005 as Vice President of Health Care Strategies; as a member of a team of physicians working with large national employers. This team focuses on providing a portfolio of clinical services, including consultation, account management, care management program design and implementation and sales support. In addition, the team acts as a liaison to clinical leaders. Dr. Callari is also involved with strategic clinical product development for UnitedHealthcare National Accounts. She is involved in leading the UnitedHealthcare effort in developing disease management programs aimed at improving the health of our members, and reducing an employer’s health trend. She is also focused on enhancing the value proposition of UnitedHealthcare to consumers and employers. Formerly, Dr. Callari practiced internal medicine at the Buffalo Medical Group, one of the largest multi-specialty groups in New York State. Over her 13 year tenure, she was the Associate Medical Director for the Group, served as the Medical Director of their Urgent Care Center and implemented an on-site Diabetes Disease Management Clinic. Dr. Callari received her medical degree from the State University of New York at Buffalo where she trained in internal medicine. 20 2015 IBI Annual Forum Speaker Biographies Chris Chan is an Innovation Imagineer at Mercer LABS, where they’re Launching Awesome Business Solutions. Chris and his team are focused on building creative solutions that complement our clients’ health and welfare benefits programs. Chris’ leadership role at LABS has him focused on developing strategies and products through the use of technology, behavioral economics, game mechanics, mobile applications, social networking science and creating customer delight. He’s especially interested in emerging health care topics that focus on personalized medicine, neuroplasticity/brain science, changing market dynamics, multigenerational needs and global public health challenges. As an artist, blogger and trendspotter, Chris has personal interests in technology, graphic design, advertising and data visualization—all of which influence the innovative ideas that he develops in the health care space. Jennifer Christian-Herman, Ph.D. Kaiser Permanente Executive Director, Healthworks Product Innovation & Evaluation Jennifer is the Executive Director, HealthWorks Product Innovation & Evaluation, for Kaiser Permanente. She is engaged in developing and evaluating Kaiser Permanente’s HealthWorks portfolio of programs, designed to improve workforce health & productivity through sustained behavior change. Jennifer joined Kaiser Permanente in September 2010. Prior to that, she was National Vice President, Integrated Health Improvement at Health Net for 5 years and was Regional Director of Clinical Research for CIGNA for 5 years. She has held roles at UCLA’s Neuropsychiatric Institute and Department of Psychology. She has her Ph.D. in Clinical Psychology (SUNY-Stony Brook) and is a licensed clinical psychologist. Bert Cleary Welch’s Senior HR Manager, Compensation and Benefits Robert Cleary is Senior Human Resources Manager, Compensation and Benefits for Welch Foods Inc. in Concord, Mass. Cleary has managed the benefits programs for Welch’s for the past eight years. During that time Welch’s has been able to maintain core benefit programs while implementing various outsourced relationships with key vendors for retirement programs, disability programs, and FMLA and ADA compliance. Bert worked for actuarial consulting firms for half of his career where he helped various large multi-national companies manage their benefits program design, cost, and administration with a particular interest in retirement programs including pension plans and retiree medical programs. Over the years as a consultant, Mr. Cleary gained a wide breadth of financial, accounting, and program design experience working with a variety of different organizations and plans. Bert has been able to apply those skills in designing and implementing program efficiencies as a Human Resources team member for two well-established organizations over the past 14 years. Mr. Cleary has a Master of Business Administration and Master of Healthcare Administration from the Warrington College of Business Administration at the University of Florida. Bert also has a Bachelor of Science degree in Mathematics with a concentration in Applied Sciences from the University of Massachusetts Amherst. Alyssa Coleman NextEra Energy Benefits Consultant Alyssa oversees various benefit programs for NextEra Energy, Inc., a leading clean energy company with more than 15,000 employees in 28 states and internationally in Canada and Spain. She joined NextEra Energy in 1998, serving in various other positions including accounting and financial reporting until beginning her benefits consultant role. For the past 9 years, Alyssa has served as a subject matter expert surrounding employee benefits. She is responsible for overseeing the overall administration of various programs including disability benefits, FMLA, and time off programs. Alyssa interacts with employees and supervisors at all levels throughout the organization. In addition, Alyssa is CIGNA’s liaison with NextEra Energy. Mike Dunst The Hartford AVP, National Practice Leader Absence Management Mike Dunst is a nationally known absence management expert. He joined The Hartford in 2013 to oversee product and strategy for absence management. In his role, Mike is accountable for our absence and self-funded Short-term Disability product capabilities, including profit and loss. He is responsible for ensuring that we deliver maximum value to our customers, helping them manage the productivity of their workforce. Prior to joining The Hartford, Mike was the national practice leader for absence management at The Standard where he was responsible for both operations and product strategy. He joined Hewitt Associates (now Aon/Hewitt) in 2008 as the operations absence leader when his third party administration (TPA) firm was acquired by Hewitt. Mike owned and operated this absence management TPA, which served more than 2 million covered lives before being acquired. Mike has direct experience managing, implementing and servicing Fortune 500 companies for absence management. In addition to significant operational expertise, he has experience building state-of-the art leave systems. Mike earned a Bachelor of Science degree in accounting from Villanova University and a Master of Business Administration in finance from St. Joseph’s University. Gary Earl Anthem Life/Wellpoint Health & Well-Being Ambassador Gary Earl is Anthem’s Vice President, Health & Well-Being Ambassador. Nationally recognized as a visionary, passionate business leader, Gary’s 35 years of diverse health care and business experience and expertise includes extensive knowledge in the disciplines of health, wellness and well-being, behavioral and social science, productivity, economics and enterprise leadership. He has been recognized and rewarded for providing leadingedge collaborative concepts that create, execute and exceed business and individual goals that encompass and impact organizational, individual and community imperatives. Prior to joining the leadership team of Anthem, Gary served as CIGNA Healthcare’s Senior Vice President and Founding Partner; Communities of Health. Gary has worked inside the industry for the past three decades, including roles inside of leading consulting organizations, industry leading insurance and health service companies, and in the role of employer. He has been recognized for his work in imaginative design and implementation of the integrated, holistic and collaborative health ecosystem strategy for Caesars Entertainment and was honored as Benefit Professional of the Year 2003 by Employee Benefits Magazine based on the missions innovative, effective and positive results. Gary was founder and Executive Director of Health, Hope & Purpose, Inc., a nationally recognized health information non-profit and is the creator and operator of both the Health Awareness Tour 2005 and the 2013 Journey for Health Tour; both cross-America bicycle tours were established by Gary in order to promote health awareness and instigate health improvement by the delivery of an inspirational, educational message to companies, individuals and communities alike. And did so from the seat of a bicycle. Speaker Biographies 2015 IBI Annual Forum 21 Karen Trumbell English Spring Consulting Group Partner Karen Trumbull English, ARM, CPCU, ACI, AU, a Partner with Spring Consulting Group, LLC, has 20 years experience in the property/casualty, health, and welfare arenas. She provides strategic direction, analysis, and implementation expertise and routinely works with integrated disability, absence and health management programs and also alternative risk financing vehicles. Prior to Spring, Karen was a senior consultant with Watson. Karen led the regional risk & insurance practice for a small consulting firm, held the role of Assistant Risk Manager for one of the nation’s largest banks, and was a casualty broker for two of the world’s largest insurance brokers. Michael Erdil, M.D. University of Connecticut Health Center, Division of Internal Medicine, Section of Occupational Medicine Associate Professor Michael Erdil, M.D., FACOEM, is a physician with Occupational and Environmental Health Network in Marlborough MA. Erdil is an Assistant Professor at the University of Connecticut Health Center in the Department of Internal Medicine, Section of Occupational Medicine; an Active Staff Physician in the Department of Internal Medicine at Hartford Hospital; an Associate Medical Staff Physician in the Department of Internal Medicine, Section of Occupational Medicine at Johnson Memorial Medical Center; and a Courtesy Medical Staff Physician in the Department of Orthopedics, Section of Occupational Medicine at New England Baptist Hospital. Dr. Erdil is Board Certified in Occupational and Environmental Medicine, and a Fellow of the American College of Occupational and Environmental Medicine. Dr. Erdil served as a reviewer for the Agency for Health Care Policy and Research Acute Low Back Problems in Adults 1994; and the American College of Occupational and Environmental Medicine Occupational Medicine Practice Guidelines 1st edition 1997. Dr. Erdil served on the Editorial Advisory Board for the Official Disability Guidelines Treatment in Workers Comp 12th edition 2014; and the Medical Advisory Board for Reed’s Medical Disability Adviser 6th edition 2009. Dr. Erdil has co-authored several publications, including Cumulative Trauma Disorders of the Upper Extremity, and Biomechanics of Manual Material Handling and Low Back Pain for Zenz’ Occupational Medicine Mosby 1994; Cumulative Trauma Disorders: Prevention, Evaluation, and Treatment Van Nostrand Reinhold 1997; the Health Effects Section of the Preamble to the Proposed OSHA Ergonomics Rule 1999, and others. Dr. Erdil has been 22 2015 IBI Annual Forum Speaker Biographies an invited speaker at ACOEM, NECOEM, WOEMA, Harvard School of Public Health, University of Connecticut Health Center, Federal Occupational Health Conference, SEAK, New England Baptist Hospital/OEHN Millender Conference and other presentations. Rich A. Feifer, M.D. Aetna Chief Medical Officer, National Accounts Dr. Richard A. Feifer is the national medical director for National Accounts at Aetna Inc. He develops and implements strategies to help some of the nation’s largest employers improve the health and productivity of their members. Prior to joining Aetna, Dr. Feifer served as vice president of Clinical Program Innovation and Evaluation at Medco, where he was responsible for clinical program development, effectiveness, and medical integrity, across the company’s portfolio of health and care improvement programs. Dr. Feifer participated in the creation and deployment of clinical guidelines and care pathways during his years at Harvard Community Health Plan and Fallon, and continued those efforts at the InterQual Products Group of McKesson, where he developed clinical decision support criteria. Dr. Feifer’s main professional focus is the design, implementation, evaluation, and communication of strategies to promote the adoption of “best practices” for improving the quality and efficiency of health care. A graduate of Brown University and the University of Pennsylvania School of Medicine, Dr. Feifer trained in primary care internal medicine at Mount Auburn Hospital and Harvard Community Health Plan. Dr. Feifer has also received a Masters (MPH) in Health Services Management from Columbia University. He is a board-certified internist with experience in primary care, geriatric and urgent care medicine at the Fallon Clinic. Mark Fendrick, M.D. VBID Center, University of Michigan Director A. Mark Fendrick, M.D. is a Professor of Internal Medicine in the School of Medicine and a Professor of Health Management and Policy in the School of Public Health at the University of Michigan. Dr. Fendrick received a bachelor’s degree in economics and chemistry from the University of Pennsylvania and his medical degree from Harvard Medical School. He completed his residency in internal medicine at the University of Pennsylvania where he was a fellow in the Robert Wood Johnson Foundation Clinical Scholars Program. Dr. Fendrick conceptualized and coined the term Value-Based Insurance Design (V-BID) and currently directs the V-BID Center at the University of Michigan [www.vbidcenter.org], the leading advocate for development, implementation, and evaluation of innovative health benefit plans. His research focuses on how clinician payment and consumer engagement initiatives impact access to care, quality of care, and health care costs. Dr. Fendrick is an elected member of the Institute of Medicine of the National Academy of Sciences, serves on the Medicare Coverage Advisory Committee, and has been invited to present testimony before the U.S. Senate Committee on Health, Education, Labor and Pensions and the U.S. House of Representatives Ways and Means Subcommittee on Health. Dr. Fendrick is the co-editor in chief of the American Journal of Managed Care and is an editorial board member for 3 additional peer-reviewed publications. He is also a member of the Institute for Healthcare Policy and Innovation at the University of Michigan, where he remains clinically active in the practice of general internal medicine. Randy Ford Unum, National Client Group Vice President, Product and Service Solutions Randy Ford serves as Vice President in Unum’s large employer business segment – National Client Group. He is responsible for the development and management of various strategic programs and initiatives supporting Unum’s large employer business. Responsibilities include: product and service solutions, relationship development and management, broker and consultant markets, and strategic market development. He also serves as Unum’s Executive Sponsor for the Unum/UnitedHealthcare partnership program. Ford currently serves on the board of directors for the Morrison Center, which provides education and services to children and adults with developmental disabilities. Ford earned a degree in business administration from the University of Maine. Gary Fritsch Cigna Product Manager Gary Fritsch is a Product Manager, Reporting and Analytics at Cigna. He has 23 years of experience in Disability and Absence Management including claim operations, training and development, process development, sales consulting, client data solutions, consultative analytics and product and program development. Rich Fuerstenberg Mercer Senior Partner Rich Fuerstenberg is a senior partner in the Princeton, New Jersey office of Mercer Employee Health and Benefits (EH&B). Rich is Mercer’s national specialty practice leader for Benefits. As the practice leader for Benefits, Rich is responsible for life insurance, disability, absence management, dental, and vision benefits. The Benefits specialty practice brings clients the same kind of industry-leading consulting expertise to ancillary coverage lines that Mercer is known for on employer health plans. In addition to his leadership responsibilities, Rich provides healthcare and group benefits consulting services to some of the largest companies in the U.S., cutting across a variety of industries such as financial services, technology, aerospace, broadcasting and pharmaceuticals. Rich has specialized expertise in the areas of active and retiree medical design, health and disability management, life insurance design and pricing, and employee benefits funding. Regarding funding strategies, Rich is Mercer’s national expert in the use of captive insurance companies to reinsure U.S. employee benefits. Rich is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries and a Fellow of the Conference of Consulting Actuaries. In 2008, Rich was named “Power Broker” for Disability Benefits by Risk & Insurance magazine. Rich holds a BA degree in mathematics, cum laude, from Queens College of the City University of New York. Lesley Gee Yahoo Sr. Manager, Global Benefits Lesley Gee has over 15 years of experience working in the human resources field and specializes in benefit programs. Ms. Gee is currently the Sr. Manager, Global Benefits at Yahoo, based in Sunnyvale, California. Ms. Gee currently manages leave of absence programs, workers’ compensation, and workplace accommodation requests. Ms. Gee also manages the 401(k) plan and benefit activities related to mergers and acquisitions. Prior to joining Yahoo, Ms. Gee also held human resources management roles at Aviat Networks and Covad Communications. Ms. Gee received her Bachelor’s degree in Business Administration at California Polytechnic State University. Speaker Biographies 2015 IBI Annual Forum 23 Kimberly George Sedgwick Senior Vice President, Corporate Development, M&A Ms. George is a senior vice president, corporate development, M&A, healthcare at Sedgwick. In this new position, Kimberly will explore and work to improve Sedgwick’s understanding of how health care reform affects its business models and product and service offerings. Kimberly previously served as Sedgwick’s managed care practice lead. She joined Sedgwick in 2001 overseeing integrated disability medical programs and later case management services. Prior to joining Sedgwick, Kimberly worked as a consultant within the 24-hour health and integrated disability management arena. She also held a leadership position with a large national managed care organization’s case management division. Her career has focused on creating health and productivity programs for employers, impacting quality and cost of risk. Kimberly has been a registered nurse for 20 years. Although she began her career as a neuro-trauma nurse, she quickly transitioned to the insurance and benefits arena. Her experience in the cost containment field spans nearly 20 years. Kimberly’s roles in the property and casualty field include product development, national telephonic case management and utilization review oversight, and integrated disability management as well as her previous position with Sedgwick as managed care practice lead. Her insurance background includes workers’ compensation, short- and long-term disability, auto, liability, professional liability, longshore and total absence management. Kimberly is an excellent presenter and a frequent speaker at national conferences and events. She is often featured in industry journals and publications and is a highly regarded authority in the managed care and workers’ compensation arena. Kathy Gerwig Kaiser Permanente VP, Employee Safety, Health and Wellness Kathy Gerwig is Vice President, Employee Safety, Health and Wellness, and Environmental Stewardship Officer for Kaiser Permanente, one of America’s leading health care providers and not-forprofit health plans serving 9.6 million members. Kathy is responsible for eliminating workplace injuries, promoting healthy lifestyle choices, and reducing health risks for the organization’s 175,000 employees and 18,000 physicians. Since 2009, employee biometrics and workplace injuries show significant improvements. Kathy is also responsible 24 2015 IBI Annual Forum Speaker Biographies for developing, organizing and managing a nationwide environmental initiative for the organization. Under her leadership, Kaiser Permanente has become widely recognized as an environmental leader in the health care sector. Kathy has testified twice to Congress on the need for federal chemical policy reform, and she has appeared at numerous hearings on environmental issues. She is on the boards of several leading non-governmental organizations focused on safety, health and environmental sustainability in health care. Elizabeth Glenn-Bottari St. Joseph Health Vice President, Chief Operating Officer, Integrative Health Elizabeth Glenn-Bottari, Vice President and Chief Operating Officer for Integrative Health, has 40 years in the health care, rehabilitative care, and medical fitness and wellness industry. As the Vice President, Chief Operating Officer Integrative Health, Elizabeth leads the Wellness and Health Improvement Division for St. Joseph Health. Elizabeth has oversight for the design, operations and outcomes for the organization’s employee wellbeing strategy. Elizabeth’s solid background includes creating, managing and marketing innovative health related products and services in the inpatient and outpatient health care arena including traumatic brain injury, spinal and neurological rehabilitation, physical and sports rehabilitation, cardiac and pulmonary rehabilitation, diabetes education, employee occupational health, integrated medical fitness centers and retail medicine segments of the industry. Elizabeth has experience at diversifying health care institutions to include integrated medical fitness, retail medicine, health promotion and other non-traditional programs and services as profitable ventures for the health care system. Elizabeth has excellent skills in multidisciplinary leadership, day-to-day operations of health care services with strength in interfacing with patients, physicians, staff and community. Elizabeth’s commitment to prevention, wellness and disease management in communities have resulting in Elizabeth receiving multiple awards in healthcare leadership including 2008 Medical Fitness Association Award for Distinguished Achievement in Operations less than 3 years for Synergy Medical Fitness Center in Napa, California, 2008 Medical Fitness Association Distinguished Service Administrator, and 2011 North Bay Women in Business. Tammy Green Eric Hatzenbuehler Providence Health & Services Director, Well-being and Absence Management Health & Productivity Consultant Tammy Green has spent her career developing innovative approaches to population health management, utilizing a unique combination of public and private-sector perspective and experience. Most recently, she has worked as Director of Well-being for Providence Health & Services, developing long-term strategies toward improving the health and well-being of more than 80,000 employees, as well as their families, across the Pacific Northwest. In this role, Tammy oversees and provides leadership to a range of employee well-being services, including health incentive design and integration of wellbeing into organizational strategy and development. Prior to assuming her current position, Tammy oversaw employee health and well-being services in Providence’s Alaska region, since 2007. Her initiative and leadership were instrumental in the implementation of results-driven health and wellness programs for the region’s 4,400 employees. Tammy has more than twenty years of experience in health education, disease prevention, health program management & implementation. Prior to her time with Providence, Tammy led multiple initiatives with the Alaska State Department of Public Health, culminating in her position as Alaska’s Section Chief for Chronic Disease Prevention and Health Promotion. Tammy received her undergraduate degree in health and physical education from the University of Northern Colorado and her master’s of public health (MPH), with an emphasis in health behavior change, from Loma Linda University in Southern California. As a national speaker, she is considered a thought leader on topics such as workplace well-being program design and implementation, as well as best and next practices in population health management strategy. Jon Harris-Shapiro Continuance Health Solutions President Eric Hatzenbuehler, Senior Human Resources Consultant & Coach, brings 8 years of employee health and productivity experience with diverse employer groups and industries from across Washington, Oregon, and California. His experience includes strategic planning, policy initiatives, complex program development and detailed execution with corporate employee benefits/Insurance brokerages, not-for-profits, insurance carriers and public/local government institutions. Eric also enjoys working with individuals and small groups to optimize personal and professional performance, accomplishments and success. He will speak to some of the challenges, strategies, plan design components and opportunities involved in implementing innovative company-wide workforce initiatives, as well as how to capture relevant data, how to maintain a program and how to make a case with the data. David Hines Metro Nashville Public Schools Director, Employee Benefits David’s career started at Blue Cross Blue Shield of Tennessee in claim’s management. He went on to serve as the Director of Operations for the State of Tennessee Employee Health Plans; Benefit Manager for Nissan Motor Manufacturing; benefits consultant; Insurance Director for Rutherford County, TN and now as Director of Benefits for Metro Nashville Public Schools (MNPS). While at MNPS he established a network of primary care clinics to serve their employees, retirees and their dependents. These clinics, staffed by Family Nurse Practitioners are Medical Homes and serve as the main conduit for medical interventions with our covered population. To help drive individual and group health improvements, he implemented a data warehouse that combines medical, pharmacy, dental and vision claims, medical records, payroll, health risk assessments and evaluation data. Jon Harris-Shapiro is the President of Continuance Health Solutions. His projects help clients improve the health status of their covered population, promote the use of quality health care services, and control medical and productivity-related costs. He has been developing innovative data-driven solutions for his clients for nearly 30 years. His approach integrates actuarial, clinical, and statistical methods to uncover the core factors influencing the direct and indirect consequences of illnesses. His portfolio includes projects that focus on physician treatment patterns, patient behavior, benefit plan design, provider network configuration, adverse selection, incentive programs, and health care financing. Speaker Biographies 2015 IBI Annual Forum 25 T. Warner Hudson, M.D. UCLA Health System and Campus Medical Director T. Warner Hudson M.D., FACOEM FAAFP is Medical Director of Occupational and Employee Health for UCLA Health System and Campus, with about 50,000 employees. He has been working to improve employee population health since the 1980s, serving in leadership roles as Corporate Medical Director, VP of Medical Affairs, VEBA Trustee, Director of Health, Safety and Environment, Medical Director of Workers Compensation, Medical Director for on - site clinics and more for multinational employers and health systems including DST, Cisco Systems, and Sutter Health to mention a few prior to UCLA. He was President of ACOEM in 2011-2012, and is board certified and a fellow in both Family Medicine and Occupational Medicine. He has numerous scientific publications, was a faculty member at UC Davis for over 25 years before coming to UCLA, and has worked with the University of California office of the President on a variety of initiatives across all campuses including moving all of UC to tobacco free campuses in 2014, and on a focused wellness initiative for injured workers called WorkStrong, as well as many UCLA specific initiatives and pilot programs. Antonio Iglesias, Pharm.D. Pfizer, Inc. Regional Medical Director Antonio J. Iglesias is a Medical Director in the field-based Health Economics & Outcomes Research Team whose mission is to help customers discover the real-world value, both human and economic, of Pfizer products by being a first in class, trusted, customer facing, medical partner who meets the real-world needs of our customer by generating, interpreting and communicating health outcomes and pharmacoeconomic information. Tony started his Pharmacy career as a Pediatrics Clinical Pharmacist at Jackson Health System in Miami and progressed to Coordinator of Academic Programs prior to joining Pfizer in November 2003. At Pfizer, he started as a member of the Primary Care Business Unit fieldbased Medical Outcomes Specialists supporting South Florida and in June 2012 he joined the IORS team covering the US Southeast. As part of the field-based medical organization, Tony has supported key Pfizer therapeutic areas collaborating with customers to develop innovative and targeted solutions to advance patient care quality. He has supported pharmacoeconomics and outcomes projects to identify knowledge gaps and help inform formulary decision-making across the product cycle. Tony has over 24 years of health-related experience in various sectors including pharmaceutical industry, academia, managed care 26 2015 IBI Annual Forum Speaker Biographies organizations, and government. He received a BS degree in Chemical Engineering and a Doctor of Pharmacy degree from the University of Florida, and completed a Pharmacy Practice Residency in Pediatrics at Jackson Memorial Health System. He lives in Miami, Florida. Fikry Isaac, M.D. Johnson & Johnson Vice President of Global Health Services Dr. Isaac is Vice President of Global Health Services for Johnson & Johnson, Inc., in New Brunswick, New Jersey. In this role, Dr. Isaac directs the development of health and wellness strategies, policies, guidelines, and services worldwide (Occupational Medicine, Employee Assistance Program and Wellness). Dr. Isaac is also the Chief Medical Officer for Johnson & Johnson’s Health & Wellness Solutions – a company offering comprehensive wellness solutions for employers, health plans, and other organizations. Dr. Isaac is a pioneer in the field of workplace health promotion and global health, and has introduced innovative approaches to improve the health and well-being of populations. He is a published author in this field and continues to research population health interventions, using rigorous scientific methods, to ensure that these interventions deliver meaningful outcomes. His broad view spans the fields of clinical medicine, behavior change technologies, and economic analyses. Dr. Isaac is an outspoken champion of prevention and health promotion and has achieved remarkable success within Johnson & Johnson— gaining senior management support and funding for health improvement initiatives for all Johnson & Johnson employees worldwide. Kimberly Jinnett, Ph.D. Integrated Benefits Institute Executive Vice President Dr. Kimberly Jinnett is Executive Vice President at the Integrated Benefits Institute. Jinnett joined IBI in June 2005 and is responsible for overseeing IBI’s research. Previously, she was a health policy researcher at RAND and at the Department of Veterans Affairs. Most recently, Dr. Jinnett served as Senior Evaluation Officer, developing and managing research investments for a major national foundation across a variety of substantive areas including leadership, organizational behavior, use of incentives and social change. She has served in senior management positions in a variety of nonprofit organizations, county and federal agencies. Jinnett received her bachelor’s degree in psychobiology and master’s degree in public health from the University of California, Los Angeles. She received her Ph.D. in sociology and health services organization and policy from the University of Michigan, Ann Arbor. Blessy John Discover Financial Services Project Manager, Global Benefits Team Blessy John works as a Project Manager at Discover Financial Services, Global Benefits Team. Among her various duties, she is responsible for managing the relationship for AonHewitt Leave Administration. She has been working at Discover for over 5 years and was responsible for all aspects of transitioning the Discover leave of absence policies and administration from the previous vendor to AonHewitt. She has worked in the benefits field for over 12 years. She has an MBA from DePaul University in Change and Organizational development. Brad Johnson Sedgwick EVP of Operational Strategy and Shared Services Brad is currently Sedgwick’s Executive Vice President of operational strategy and shared services with Sedgwick. He is focused on innovation, organizational optimization and manages Sedgwick’s support services which includes national customer service centers, back office claim support operations, Sedgwick’s industry leading quality program Performance 360 quality program; and numerous process improvements focused on automation, customer service and improving the health and productivity of Sedgwick’s clients. Over the course of Brad’s career within Sedgwick he has been responsible for leading Sedgwick’s disability and absence business and managing large complex client programs. Brad has significant expertise in disability risk management, financial management, process improvement and client service. Brad is a graduate of Pace University with a Bachelor’s degree in Business Administration. Ryan June Teladoc Director of Healthcare Analytics Ryan June is the Director of Healthcare Analytics at Teladoc, Inc. He is responsible for the methodological approach and analysis of the Teladoc value proposition to its customers. Prior to joining Teladoc, June was a Medical Underwriter with Oxford Health Plans and Tufts Health Plan working to analyze costs and identifying client trends to help guide client strategy. June then moved to Mercer as a Health and Benefits Consultant, where, while working with many large national clients, he continued using his analytic background to help develop, analyze and implement benefit strategies. Beginning in 2012, he lead Mercer’s Telemedicine initiative and was responsible for vetting the expanding Telemedicine industry, introducing clients to Telemedicine savings opportunities, and providing best in market access. A graduate of the University of New Haven, receiving a Masters of Business Administration concentrated in Finance. Dave Keen Fraser Health Executive Director, FH Workplace Health & Provincial WH Call Centre A Workplace Health and Safety professional celebrated 20 years in healthcare OH&S in April 2014. A recognized leader with demonstrated corporate level accountability for large public sector, multi-union organizations. Presently Executive Director of Workplace Health for Fraser Health Authority and the BC Workplace Health Call Centre. Fraser Health is British Columbia’s largest Health Authority, serving over 33% of the province’s population with over 25,000 employees and 2700 physicians. The Executive Director position is responsible for providing leadership in including occupational health, safety, disability management, ergonomics, exposure prevention, violence prevention and CISM. As well, leading the provincial Workplace Health Call Centre—incident/injury and occ health/exposure reporting for all of BC’s healthcare workers (110,000 employees). Published researcher. Demonstrated leadership abilities and competencies. Highest Gallup Q12 scores in organization for 3 consecutive surveys. Dedicated hockey dad (semi-retired) and advocate of a healthy work and life approach. Geoff Kilgore Change Healthcare SVP, Account Management Geoff Kilgore is a respected authority in the healthcare and benefits arena with nearly 25 years of industry experience. He has successfully led business development and account management activities at Mercer, Prudential, UnitedHealthcare and CVS Caremark. In his current role with Change Healthcare, Geoff oversees sales, new revenue generation and account management for the company’s employer, health plan and strategic partner relationships. He holds a bachelor’s degree in business administration from the University of Georgia. Speaker Biographies 2015 IBI Annual Forum 27 Ann Kuhnen, M.D. Deborah LaBonar, Ph.D. The Hartford Medical Director, Group Benefits and Workers’ Compensation Claim Practices Aon Hewitt Leader, Absence Analytics Ann Kuhnen, M.D., MPH is currently Medical Director, Disability Programs at the Hartford. Ann worked previously at Lockheed Martin and GlaxoSmithKline where she held a variety of positions responsible for employee health and productivity, including leave and disability services and wellness. Dr. Kuhnen earned her medical degree at Boston University School of Medicine and is a graduate of Boston University College of Arts and Sciences. She is board certified in both family medicine and occupational medicine. She completed a residency in family medicine at the University of Wisconsin-Madison and a fellowship in occupational medicine at Johns Hopkins Bloomberg School of Public Health where she also earned a Masters of Public Health degree. Ann served 7 years in the Army National Guard during medical school and residency training. After that she served 2 years active duty Air Force as a Captain in the Medical Corps, including an assignment at Riyadh Air Base during Operation Desert Storm. Craig Kurtzweil UnitedHealth Group Senior Vice President, Analytic Innovations From 2005 to 2013, Craig joined UnitedHealthcare to begin forming a team of strategic customer analytic specialists. That team is focused on leveraging clinical, financial and consumer behavior healthcare data in a strategic customer dialog. Our overall goal is to partner with employers helping them to maintain healthcare affordability and increase their competitive advantage with a healthy and productive workforce. He services many customers himself and many more through his team. He also is responsible for the continual innovation of analytic tools nationally supporting commercial, public sector, and government programs. Those innovations focus on the ability to hot spot subsets of the population to focus on the communities in need of interventions. Starting in 2013, Craig assumed the role of Senior VP of Analytic Innovations for UnitedHealth Group. In this role he is focused on analytic innovations, community health analytics, and complex customer support for UHG. He is leveraging the breadth of UHG’s data to create actionable insights across a wide array of audiences ranging from customers to communities to policy makers. He is focused on spreading the best practice innovations across the UHG enterprise to impact all of the members that it serves. Craig also serves as an Innovation Champion for the enterprise. 28 2015 IBI Annual Forum Speaker Biographies Deborah is the North American Analytics leader for Aon Hewitt’s 360° Absence Solutions. With responsibility for analytic consulting and measurement, she helps employers understand their program outcomes and the associated impact to their business. She uses data analytic tools to identify clients’ key drivers of absence in order to support fully informed decision making with regards to their programs and strategies. With 15 years of experience in absence management, Deborah is an expert in call center environments with a high incidence of leaves and disability. Her skills in uncovering the organizational factors driving employee behavior have resulted in savings of 20–30% of protected and unprotected lost time. Deborah has presented her work at the annual conferences of the Disability Management Employer’s Coalition (DMEC), the National Business Group on Health (NBGH) and the Society of Industrial Psychology (SIOP). She has also co-authored several peer reviewed journal articles and white papers, and will be a recurring columnist for the DMEC @Work publication in 2015. She currently serves on the Integrated Benefits Institute (IBI) Research Committee. Deborah received her master’s and doctorate degrees in industrial and organizational psychology from Purdue University in West Lafayette, Indiana. Gene Lanzoni Guardian Life Insurance Company Assistant Vice President, Market and Customer Insights As Assistant Vice President, Market Intelligence for The Guardian Life Insurance Company of America, Gene Lanzoni leads research programs to support all corporate divisions and profit centers. This includes having direct responsibility for the competitive intelligence function within Guardian Life’s Group Benefits business. Mr. Lanzoni has more than 25 years’ experience as a market research professional and broad experience in the financial services industry. He previously served as Vice President, Global Market Research at Prudential Financial and Vice President of Market Research, for U.S. Business at MetLife. Mr. Lanzoni is currently a member of research committees serving the Life Insurance Marketing Research Association (LIMRA), the National Association of Dental Plans (NADP), the Council for Disability Awareness and the Integrated Benefits Institute (IBI). In addition, he serves on the LIMRA Group Benefits and Worksite Marketing committee. Mr. Lanzoni holds a bachelors degree in Communications and Marketing from The College of New Jersey. David Lea Ron Loeppke, M.D. Reliance Standard Life Insurance Regional Practice Leader U.S. Preventive Medicine Vice Chairman David Lea is a Disability and Absence Management practice leader in the western U.S. He is responsible for new business development and client retention for our absence business (FMLA, ADA, STD, LTD) in the region and assists our sales staff in working with brokers, consultants and prospective clients. Dave has worked in the industry for over 25 years, primarily with a focus on disability and absence management in the national accounts market. He lives on Bainbridge Island, WA with his wife and three sons and is responsible for all markets from the midwest to the Pacific Coast. Debra Lerner, Ph.D. Tufts Medical Center Professor and Director, Program on Health, Work and Productivity Debra Lerner, MS, Ph.D. is a Senior Scientist within the Tufts Medical Center Institute for Clinical Research and Health Policy Studies (ICRHPS), where she is founder and director of the Program on Health, Work and Productivity. She is a Professor within the Departments of Medicine and Psychiatry within the Tufts University School of Medicine and the Sackler Graduate School of Biomedical Sciences. Dr. Lerner had dedicated her career to improving the health and well-being of working people and enabling them to participate fully and productively in the workplace. Under her leadership, Dr. Lerner and her colleagues developed the Work Limitations Questionnaire (WLQ). The WLQ is used throughout the world and has become a standard of “presenteeism” measurement. In addition, Dr. Lerner’s team has developed innovative intervention programs aimed at improving employee functional performance and work productivity. Sponsorship for this research has been provided by the National Institute on Aging, the National Institute of Mental Health and the Centers for Disease Control and Prevention. Dr. Lerner has published numerous articles on the topic of health and productivity improvement. She has also served on many scientific panels and advisory boards addressing health in the workplace including the Health Project, which is responsible for administering the C. Everett Koop Award to an employer that exemplifies excellence in workplace health promotion and wellness. Ron Loeppke, M.D., MPH, FACOEM, FACPM is Vice-Chairman of U.S. Preventive Medicine (USPM), and serves as co-Chair of the company’s International Advisory Board. Dr. Loeppke has over 30 years of experience in healthcare and is Board Certified in Preventive Medicine; and is a Fellow of both the American College of Preventive Medicine (ACPM) and the American College of Occupational and Environmental Medicine (ACOEM). Dr. Loeppke is Immediate-past President of ACOEM as well as a member of the Board of Directors of ACOEM. He is also the Co-Chair of the International Occupational Medical Society Collaborative (IOMSC) a global initiative involving over 24 countries. He also Chairs the CDC Diabetes at Work group. He was the Founder, CEO and President of the Health and Productivity Corporation of America (HPCA). HPCA was acquired by CorSolutions where Dr. Loeppke became Chief Health Officer. CorSolutions was then acquired by Matria where he became Chief Strategy Officer. Matria was then acquired by Alere. Dr. Loeppke was also previously the Chief Medical Officer of PhyCor, Inc., with over 25,000 affiliated physicians and $1.3 billion in annual revenue. Dr. Loeppke also founded and was President of Corporate Health and Medical Programs, Inc., which contracted with over 2000 employers (including Kodak, Hewlett Packard, Teledyne Waterpik, Anheuser Busch, ConAgra) for onsite occupational health and preventive medicine services as well as consulting Medical Director services. Michelle Martin CBS Corporation Vice President, HR Specialty Benefits Michelle Martin is a Human Resources professional with corporate level experience. She is Vice President, Human Resources Specialty Services at CBS Corporation. In this role she is responsible for the strategy, design and performance of CBS’s health and welfare plans, employee engagement and the development of HR policies. As a human resources professional with broad experience Ms. Martin taught a CEBS course at Hofstra University which placed emphasis on key economic, accounting and financial concepts essential in the administration of employee benefit plans. Ms. Martin is a Certified Employee Benefits Specialist with a certification in Global Benefits Management. She holds an MBA from Adelphi University. Michelle is an active member of the human resources community. She is on the board of directors of the New York Business Group on Health, HealthPass New York and The Leapfrog Group. She is Chair of the National Committee on Pharmacy Benefits and Personalized Medicine. Michelle also sits on an advisory board for Covenant House Mother Child Center in New York City. Speaker Biographies 2015 IBI Annual Forum 29 Renee Mattaliano Patti McCarver, APRN Laurus Strategies Principal Vanderbilt Director,Vanderbilt Health at MNPS Health Care Centers Renee has over 27 years of experience in the field of health and productivity management. She has her Master’s in Vocational Rehabilitation Counseling from Michigan State University. Renee has worked in the insurance industry, managing departments in both workers compensation and disability. In addition, she owned a consulting firm assisting corporations with the development and implementation of absence management programs. Renee has also served as the Manager of Integrated Disability Management Programs for a major Midwest-based pharmaceutical and manufacturing company. She has been in the consulting industry for over 15 years with extensive experience in the healthcare, manufacturing, gaming, and financial and service industries. As a VP for Laurus Strategies (A HUB International Company), Renee assists our clients address health and productivity issues within their operation related to vendor management and coordination, review and enhancement of internal process and procedure to enhance productivity. Her command of this discipline has gained her access to our largest and most complex clients (including HSBC Bank, Reyes Holdings, DeVry, ProHealth Care and Hospira). She has published several articles on the topic of absence management and health and productivity. Kathy McAlpine Kraft Foods Senior Director, Benefits Kathy is the Senior Director of Benefits for the Kraft Foods Group. She has over 25 years of experience working in the human resources and employee benefits field. Kraft Foods Group has 24,000 employees operating in the U.S., Canada and Puerto Rico and will be the largest food and beverage company headquartered in North America. Kathy is responsible for all health and welfare, retirement and savings plans at Kraft. Previously Kathy had responsibility for Kraft Foods U.S. benefits, global employee health and wellness as well as benefits communication and training. Prior to joining Kraft Foods, Kathy was the Director of Compensation & Benefits for The NutraSweet Company and held benefits management and human resources positions with Bally Manufacturing and Illinois Central Gulf Railroad. She earned her bachelor’s degree from Illinois State University and her master’s degree from Northern Illinois University. 30 2015 IBI Annual Forum Speaker Biographies Patti McCarver graduated with her Diploma in Nursing in 1974 from Baptist Memorial Hospital School of Nursing. She continued her education by obtaining her Bachelor of Science in Nursing from the University of South Alabama and her Master’s in Nursing from the University of Mobile. She earned her Doctorate in Nursing Science from Vanderbilt University. Patti has worked as an emergency room nurse, emergency room director, and as a family nurse practitioner in private practice and urgent care. Currently Patti is the Director of the Vanderbilt Health at MNPS Employee and Family Health Care Centers. She has managed the Health Care Centers since they opened and played a vital role in designing and opening the centers as well as in developing the disease management programs for the centers. Patti is married to Lewis McCarver, a pediatric cardiac nurse anesthetist, and has two daughters, one of whom is a pediatric cardiac intensive care nurse and the other is a teacher who is the mother of Patti’s two granddaughters. If not working or with her granddaughters you can usually find Patti on the golf course. Chris McSwain Aasonn Chief Strategy Officer Chris McSwain joined Aasonn as Chief Strategy Officer in January, 2015 to lead innovation and best practices for their global consulting services, business process outsourcing, and human resources transformation divisions. He previously served at Walmart from 2010-2014 as Vice President, U.S. Benefits, supporting 1.4M associates. Pursuits outside his corporate roles have included serving as the Integrated Benefit Institute’s (IBI) Board Chairman. Chris co-founded the “World Wide Wellbeing” initiative, bringing thought leaders together globally and presenting results to the Organization for Economic Co-operation and Development’s leadership in Paris. As a long-standing member of the Global Knowledge Exchange Network (GKEN), he has served leadership roles in support of the “Global Healthy Workplace Awards” in London and Shanghai. In 2007, he joined Whirlpool Corporation as Sr. Director, Global Benefits where his five-year strategic plan helped drive business, employee and financial performance improvements over all sub-functional areas of global benefits. Business Insurance Magazine named Chris 1 of 20 “2008 People to Watch” along with Senator Hillary Rodham Clinton, Mitt Romney, Warren Buffett and Governor Arnold Schwarzenegger. From 2003-2007, he served as Director, Compensation and Benefits for SCANA Corporation. Completed initiatives at SCANA included a resource center designed to deliver an outstanding customer experience, lower costs and improved health. Other accomplishments included value based benefit designs, data aggregation, vendor integration, and a Mobile Medical Unit. Business Insurance Magazine named Chris the “2005 Benefits Manager of the Year”. Oswald Mondejar Partners HealthCare SVP, Mission and Advocacy Oswald “Oz” Mondejar is the Senior Vice President of Mission and Advocacy for Partners Continuing Care, Inc. (“PCC”), the non-acute care services division of Partners HealthCare. Oz works at the intersection of policy, advocacy and media, defining PCC’s core values and leveraging the organization’s resources in order to maximize positive social impact - locally, nationally and internationally. He is responsible for mission integration and administrative operations across three divisions: Human Resources, Marketing Communications, and Community Relations including Adaptive Sports. Prior to joining Partners HealthCare in 2001, Oz led the New England Region recruitment program for the Social Security Administration and worked as a human resources executive in a number of different industries including manufacturing, hospitality and finance. Internationally recognized for his expertise on accessibility, disability rights and workplace accommodation, Oz serves on several non-profit boards and is an advisor to others. Oz has received numerous awards, including the Partners for Youth with Disabilities Christopher Dunne Award, Hispanics Executives Making an Impact in Boston 20 on the Move, the Massachusetts Commission for the Blind Employment Leadership Award, the Disability Law Center Leadership Award, and the White House Champion of Change Award. Carlos Mora, Ph.D. Center for Positive Organizational Scholarship, University of Michigan, Ross School of Business Research Scientist Dr. Mora holds a Ph.D. in mathematical psychology from the University of Michigan. He specializes in the theory and application of mathematical models in organizational settings, particularly its uses for decision making and program evaluation. Dr. Mora has developed measurement models for schools, hospitals, and manufacturing organizations. Dr. Mora is the president of Determinant, a consulting firm in Ann Arbor, Michigan, that provides statistical analysis services to public and private organizations. He is a Research Scientist with the Center for Positive Organizational Scholarship at the University of Michigan. He is involved in a comprehensive indicator system of well-being. Matt Morris ComPsych VP, AbsenceResources As Vice President of AbsenceResources, Matt is responsible for ComPsych’s FMLA and ADA compliance programs. An employment lawyer by background, Matt has more than 10 years of experience working with employers’ FMLA and ADA administration. Matt is a frequent speaker on FMLA, state leaves, and the ADA and compliance challenges regarding leaves of absence. He was invited by the U.S. Department of Labor (DOL) to participate in a roundtable discussion about FMLA and authored a response to the DOL’s proposed FMLA regulations which was cited 38 times by the DOL in the final rule. Prior to his work in FMLA administration, Matt practiced employment law representing both employees and management in employment litigation, and counseling clients on compliance with federal, state and local laws. He received his B.A., magna cum laude, from Miami University in Oxford, Ohio and his J.D. from The University of Michigan Law School in Ann Arbor, Michigan. Sri Mummaneni, M.D. Pratt & Whitney / Rocketdyne Medical Director Dr. Sri Mummaneni, M.D., MPH has served as the medical director for Aerojet Rocketdyne in Los Angeles, for 9 years. He has set up or maintained onsite medical clinics for several large employers in the Los Angeles, including Hospital Corporation of America, AIG and Boeing. He has helped companies save millions in worker’s compensation costs through improving patient communication, medical care, and the administrative process. Currently, he leads the medical team at Opus Telehealth, a technology company focused on increasing physicianpatient communications using mobile platforms. The company is developing new technology as well as adopting current devices to improve patient outcomes in worker’s compensation and reduce costs of claims. Dr. Mummaneni completed his residency in Occupational Medicine and received his Master’s in Public Health from UCLA. He is also currently finishing a fellowship in Integrative and Holistic Medicine from the University of Arizona. Speaker Biographies 2015 IBI Annual Forum 31 Jack Nightingale Benfield – Arthur J. Gallagher & Co. Vice President, Healthcare Practice Jack Nightingale is Vice President of the Healthcare Practice for Benfield – Arthur J. Gallagher & Co. He is based in the Washington, D.C. area. Nightingale provides consulting services to healthcare clients in market research, strategy development and marketing communications. He helps leading pharmaceutical companies, healthcare delivery systems and other healthcare stakeholders to develop and implement innovative market strategies that deliver value to employers. Nightingale has specialized in business strategy and innovation for over 25 years. After launching his career as a management consultant with PricewaterhouseCoopers, he served in leadership roles in strategy and business development for Honeywell and Monsanto. He moved into the healthcare field in 2000 when he became President of a start-up company that developed and licensed technologies for antiviral drug development. He returned to consulting in 2004 and joined Benfield in 2009, where he has contributed to the firm’s thought leadership related to healthcare transformation. Nightingale co-authored the 2011 book, Bridging the Value Gap: Collaborating Along the Health Care Supply Chain to Improve Health and Control Costs, One Community at a Time. In 2013, he was the lead author for a GE Healthymagination publication, “Building Better Healthcare in Cincinnati: How Employers are Collaborating with Other Healthcare Stakeholders to Improve Health and Reduce Costs in the Queen City.” More recently, he has led a joint research project with the American Medical Group Foundation to study emerging trends in collaboration between employers and provider organizations. Nightingale holds a B.A. from Harvard and an M.P.A. from Princeton in Economics and Public Policy. Joe O’Neill Penske VP, Compensation & Benefits Joe O’Neill is Vice President Compensation and Benefits for Penske Truck Leasing and has been employed with Penske for 25 years. In this role Joe is responsible for strategic planning and day-to-day operation of all domestic and international compensation and executive compensation programs, evaluation of company acquisitions from a Human Resources perspective, and management of all global-wide benefit, compensation and compliance programs. Prior to his employment with Penske Truck Leasing, Joe held various human resource management positions. He was First Vice President, Human Resources for MBNA Corporation and Assistant Vice President, Human Resources for First Valley 32 2015 IBI Annual Forum Speaker Biographies Corporation. Joe began his career as a Benefits Manager for Gilbert Associates. Joe received his BA in Industrial Psychology from Kutztown University and his Masters Degree in Industrial Relations from St. Francis College. Joe also serves on the U.S. Chamber of Commerce Benefits Advisory Committee. Joe resides in West Chester, PA with his wife Chris and daughters Kelsey and Shelby. Thomas Parry, Ph.D. Integrated Benefits Institute President Dr. Thomas Parry directs IBI’s activities and stewards its research agenda. Before cofounding IBI, he served 11 years as Research Director at the California Workers’ Compensation Institute. His research at CWCI encompassed a wide variety of topics in workers’ compensation, including medical treatment patterns, vocational rehabilitation costs and effectiveness, legal costs and trends, medical utilization, mental stress claims, and physical therapy patterns of care. While at CWCI, Parry was engaged in some of the earliest research and analysis on 24-hour coverage and integrated benefits. Parry speaks on integrated benefits and health and productivity issues at conferences and symposia in the United States and internationally. He served for five years as research advisor to the Roadway Express Inc. Medical Board. Parry received his bachelor’s, master’s and Ph.D. degrees from the University of California, Berkeley. Jim Purvis Healthways VP, Well-Being Improvement Design Jim Purvis joined Healthways in January 2007 and currently oversees the Healthways Well-Being Improvement design team where he coordinates the advancement of innovations proven concept learnings into Healthways core offerings as well as leading the design teams for Healthways product suite. Most recently, Jim successfully led a new strategic initiative to design and bring to production the Healthways Financial Wellness Program, in conjunction with a strategic business partnership with Dave Ramsey and the Lampo Organization. Prior work at Healthways includes the development of Healthways’ Blue Zones Project communitybased change design and the QuitNet tobacco cessation program. Jim also leads pilot design and implementations, including a recent pilot testing a new approach to behavior change blending purpose, mindfulness and neuroscience’s brain rewiring theories. Prior to joining the Healthways team, Jim spent 20 years at Mayo Clinic in Rochester Minnesota where he initially was a clinical social worker and social work supervisor, then served as the Director in the Organ Transplant Center, where he lead the initiative to create a new Transplant Center so patients came to one location for care and all providers came to the center to see their patients. He was subsequently offered the opportunity to serve as Director of Mayo’s telephonic wellness programs. In addition to overseeing the pregnancy care program, 24-hour nurse line, and tobacco cessation programs, Jim led the initial development of Mayo’s Lifestyle Coaching product. Jim holds Bachelor’s degrees in Social Work & Psychology as well as a Master’s degree in Social Work from the University of Wisconsin-Madison. Scott Rabin RightOpt/Buck Consultants Manager, RightOpt Scott Rabin is a Principal at Buck Consultants, based in Los Angeles and a member of the national Health and Productivity practice. He is the General Manager of Buck’s RightOpt Health Exchange Solutions, where he works on all aspects of the solution, including vendor evaluation and integration, data analytics, and platform sustainability. In addition to his work on RightOpt, Scott works closely with the sister companies within Xerox to leverage our deep experience across the healthcare ecosystem. This work focuses primarily in the area of emerging delivery system strategies, where he has worked with employers, health systems, and health plans to define and develop quality and outcomes based network designs. Scott is a nationally recognized leader in healthcare data analytics, having held leadership roles in this area for two large consulting firms. Scott has over twenty years of healthcare experience, the last fourteen in consulting. He has a degree in Economics from Brandeis University, and is the President of the Board of Trustees of Chatsworth Hills Academy, a private, non-profit school in the San Fernando Valley. Al Rapp UPS VP, Corporate Benefits (Retired) UPS and their more than 400,000 domestic employees. In that role, he was responsible for more than 50 different UPS administered and multi-employer health care plans, to include both pre and post 65 retiree health care. In addition to medical, dental and vision benefits at UPS, Al was responsible for all union and nonunion STD, LTD, Life Insurance, AD&D, Disease Management, Behavioral Health, EAP, overall Plan Design and Wellness. Prior to his recent retirement, Al directed the UPS Healthcare Strategy around Direct Contracting, Narrow Networks, ACO’s, Centers of Excellence, Exchanges and overall ACA Compliance. Following his retirement, Al has been providing guidance, direction and input around the future of Healthcare, all from a large employer’s perspective. Jane Ryan Mayo Foundation Return to Work Section Head Jane Ryan is Return to Work Section Head with over 25 years of experience in disability management with Mayo Clinic. She was instrumental in the development of return to work practices in the organization, a program that has received national awards for best practice. Previous to working with Mayo, Ms. Ryan had several years of related disability and psychiatric case management experience in vocational and medical fields, working as a Qualified Rehabilitation Consultant (QRC) in the private rehabilitation sector, program coordinator of a pain management program, nurse therapist in both inpatient chemical dependency and psychiatric programs, and counselor in a private marriage counseling practice. Ms. Ryan is on the board of the Minnesota Chapter of Disability Management Employer Coalition (DMEC) where she is Past President and current Program Chair. She is a member of the planning committee for Impairment Without Disability, an annual, national continuing medical education conference now in its 8th year. Ms. Ryan is a member of the US Department of Labor’s Office of Disability and Employment Policy return to work (RTW) Community of Practice (CoP). Al Rapp is the recently retired VP of Corporate Benefits at United Parcel Service (UPS) after 37 years of service. He started at UPS in Cleveland, Ohio in 1977 as a part time employee while attending college. Over the next 20 years, Al progressed at UPS and served many Human Resource responsibilities while working and living in Cleveland, Michigan, Washington, Idaho and Alaska. In 1998, Al relocated to Louisville, Kentucky and assumed the role of Vice President of Human Resources for the Worldwide UPS Air Operation, Airline and Global Network. In 2004, Al and family relocated to the UPS Corporate Headquarters in Atlanta, Georgia, as he was named the Vice President of Corporate Benefits for Speaker Biographies 2015 IBI Annual Forum 33 Stephen Shaya, M.D. Karrie Shogren, Ph.D. J & B Medical Supply Medical Director Kansas University Center on Developmental Disabilities; Beach Center on Disability at University of Kansas Associate Professor in the Department of Special Education; Associate Director Stephen Shaya, M.D. graduated from Birmingham Brother Rice High School Summa Cum Laude. He was awarded a Merit Scholarship to attend Wayne State University. During his time at WSU, Dr. Shaya won many leadership awards including the Outstanding Student Leader in 1991 and Howard Hughes Medical Institute Research Grant Awardee. He was selected to serve on the Wayne State University Board of Governors from 1991 to 1993. He attended Wayne State University Medical School and graduated in 1996. Dr. Shaya subsequently finished training in Family Practice at North Oakland Medical Center and a fellowship at Wayne State University for Occupational and Environmental Health. Since 2004, Dr. Shaya has been the Chief Medical Officer of J & B Medical, a global healthcare solutions company. J & B is a privately held global health care solutions company based in Wixom, Michigan and started in 1996. We have sixteen different business enterprises and currently has 16 business enterprises and customers in 48 states and 28 countries. This innovative company has brought many new ideas and solutions forward to the delivery care and continues to strive to improve patient access and quality. His role oversees all strategy, innovation and growth in our company. By leading the planning and development of our new enterprises, many describe Dr. Shaya as an “intrapreneur”, someone who behaves as an entrepreneur within a large organization. Bruce Sherman, M.D. Employers Health Coalition Medical Director Dr. Bruce Sherman, M.D., FCCP, FACOEM, serves as Medical Director of the Ohio-based Employers Health Coalition, where he brings health and valuebased purchasing strategies to employer members. Similarly, he serves as the consulting Corporate Medical Director for Wal-Mart Stores, Inc., wherein he advices the development of integrated, value-based health and productivity management for Wal-Mart’s associates and family members. As an active member of the Patient-Centered Primary Care Collaborative, Dr. Sherman directly works with the Center for Employer and Purchaser Engagement. He is also a member of the leadership Boards for both the Integrated Benefits Institute and the Center for Health Value Innovation. He is board-certified in internal medicine and is also a clinical faculty member for the Department of Medicine at the Case Western Reserve University School of Medicine. Dr. Sherman received his M.D. from New York University School of Medicine, his MA from Harvard University and his bachelor’s degree from Brown University. 34 2015 IBI Annual Forum Speaker Biographies Karrie A. Shogren, Ph.D. is an Associate Professor in the Department of Special Education and the Associate Director of the Kansas University Center on Developmental Disabilities and the Beach Center on Disability, all at the University of Kansas. Dr. Shogren’s research focuses on self-determination and systems of support for youth and adults with disabilities. She is specifically interested in how we can implement interventions that promote self-determination by teaching self-regulated goal setting and problem solving skills across contexts (e.g., education, employment, health) to promote valued outcomes. Dr. Shogren has published over 65 articles in peer-reviewed journals and is the author or co-author of 5 books, and has received grant funding from several sources, public and private. Robert Simon Siegel Global Optimal Health Group CEO Robert Simon Siegel, MS is a Stress Specialist, Psychophysiologist and Author of Six Seconds To True Calm: Thriving Skills For 21st Century Living. As CEO of Global Optimal Health Group, Robert helps businesses transform health into a lower cost productivity driver and helps people produce optimal health. A selected speaker at the National Wellness Conference in 2010 & 2008, Robert trains individuals, health professionals and companies including: Chevron USA, NBC, Providence Health Systems, Port of Seattle Police Dept., Pritikin Longevity Center, Washington Athletic Club, King County Dept. of Natural Resources, LA County Dept. of Children’s Services, Pacific Enterprises, TRW and CEOs of multinational corporations. From over 20 years clinical experience in hospitals, medical centers and private practice, Robert developed THE STRESS FIXtm trainings to deliver an uplifting 21st century stress remedy that activates the positive power of stress as an adaptation vehicle to successfully navigate change with greater health, productivity and innovation. A science-based, clinically effective methodology, THE STRESS FIXtm introduces a new breed of proactive “health-producing” skills missing from the health care system to eliminate costly stress damage and complement illness prevention. With lifelong skills to better operate body, mind and energy, thousands of people have improved performance and achieved more vibrant health without medications. Robert enjoys integrating cutting-edge science and physiology with ancient wisdom from his personal trainings with wisdom tradition lineage holders to share rare knowledge and multi-use wellness treasures. His science fiction thriller, Thieves of Eden, is becoming a graphic novel. John Sinnott, M.D. Jamie Stalker, M.D. USFHealth Chairman, Internal Medicine Argonne National Laboratory Division Director, Health and Employee Wellness Division Dr. John Sinnott received his M.D. from the University of South Alabama. After completing an Internal Medicine Residency and Infectious Disease Fellowship at the University of South Florida (USF) he joined the faculty at USF. He is board certified in Internal Medicine and Infectious Disease and is a Fellow of the American College of Physicians and the Infectious Disease Society of America. In 1992, Dr. Sinnott was named to the James A. Cullison Endowed Professorship for his distinguished contributions to medical science. In 2012, Dr. Sinnott was selected as Chairman of the Department of Internal Medicine at the USF Morsani College of Medicine. Prior to this, he served as the Director of the Division of Infectious Disease and International Medicine from 19912012, and additionally, was Associate Dean of International Affairs for the Morsani College of Medicine from 20052012. During this time he built the ID faculty from 3 to 18 members and founded Medicine International. Dr. Sinnott has contributed to the ongoing evolution of medicine by serving on over 40 local, regional, and national health care committees, and publishing over 200 abstracts, articles and textbook chapters. Recently, he developed an app, MDstats to teach clinicians about medical statistics. Dr. Sinnott has been inducted into the Leon G. Smith Infectious Disease Institute Hall of Fame. Deb Snider Dr. Stalker joined Argonne National Laboratory in 2001 and became the director of medical programming there in 2005. A board certified internist and advocate for disease prevention, she was convinced that the Department of Energy (DOE) contractor mandated workplace occupational health clinics had immense potential both for impacting employee health and helping slow the increasing costs of medical benefits. In her role as the director, she started planning accordingly to expand the occupational health clinic services to include wellness and disability management services using the integrated human capital management concept as her model. Now in 2015, Argonne has a robust award winning Wellness program in addition to their occupational health clinic. The on-site physical therapy program alone demonstrated deferred costs of over 1 million dollars in its first year. Prior to her career at Argonne Dr. Stalker was a practicing internal medicine physician and clinical instructor at Northwestern Memorial Hospital and Rush University Medical Center in Chicago. At both institutions she was also actively involved in managed care and executive steering committees. Dr. Stalker served four years as national chair for the DOE EFCOG Occupational Medicine Subgroup and currently is on the Board of Directors for NAWHC. She is a regular lecturer on safety, leadership, and preventive health care topics. Dr. Stalker received her B.S. in Biology from Indiana University, M.D. from Rush Medical College, and did her residency training at the University of Michigan. BAE Systems Director, Health & Welfare Benefits Deb Snider has over 25 years of benefits experience working for large, multi-state employers in the telecommunications and aerospace/ defense industries in the Washington DC area. Ms. Snider has a BS in Human Resources Management from Michigan State University and a MA in Organizational Training from University of Maryland and has earned her CEBS and CCP designations. She is currently Director of Health and Welfare Benefits for BAE Systems Inc where she designs and manages benefit plans for 40,000 employees and retirees. Speaker Biographies 2015 IBI Annual Forum 35 Doug Stover Tamela Thomas Gallup Senior Managing Consultant Washington Athletic Club in Seattle Wellness Manager Douglas R. Stover is a Senior Managing Consultant at Gallup. He is responsible for the overall success of the joint venture between Gallup and Healthways, Inc., whose mission is to redefine how individuals, organizations, communities, and countries measure and manage well-being. As a member of the leadership team for this groundbreaking venture, he partners with Healthways to transition businesses from a narrow focus on employees’ physical health to a multidimensional emphasis on their customers’ and employees’ overall well-being. Mr. Stover also serves as a strategic advisor to Gallup’s leading clients on their most pressing employee and customer opportunities and challenges. His industry expertise includes the healthcare, pharmaceutical, and hospitality sectors. Before joining Gallup, Mr. Stover was an associate director at The Advisory Board Company, a healthcare research organization, developing workplace improvement and customer/patient loyalty strategies. Prior to his work with The Advisory Board Company, Mr. Stover was a senior consultant with OgilvyOne, charged with building strategic marketing solutions for pharmaceutical, consumer packaged goods, and retail finance organizations. Mr. Stover has also served as a consultant with ICG Commerce, specializing in the development of supply chain solutions for pharmaceutical clients. Mr. Stover received his bachelor’s degree from The Pennsylvania State University and his master’s degree in business administration from Georgetown University. David Taylor Reyes Holdings Director of IDM Dave Taylor is the Director of Integrated Disability Management at Reyes Holdings, a privately held global distributor of high quality beer and food products. He has a Bachelor’s Degree in Criminal Justice and is working on completing his Masters in the same field of study. Dave has over 18 years’ experience in workers’ compensation and disability claims management, including roles as a claims investigator, adjuster, and administrator He has served as IDM program manager for Navistar and other employers saving millions through implementation of integrated program strategies. In his current role, Dave directs the Integrated Disability Management department responsible for Workers Compensation, Disability, FMLA and related state leaves, Auto and General Liability Claims, and transitional duty over multiple jurisdictions for Reyes Holdings and its affiliates, overseeing all claims handling processes, protocols, and procedures and directing the operating unit staff. 36 2015 IBI Annual Forum Speaker Biographies Tamela Thomas is Wellness Manager at the Washington Athletic Club, Seattle’s premier executive club and four-time winner of the 5 Star Platinum Club of America. She initiated the WAC’s Wellness Center, which now serves 4300 client visits annually. Tamela brings handson management experience from her 27 year career, including capital improvement projects, directing diverse teams of fitness and healthcare professionals as well as overseeing a variety of service areas from physical therapy, nutrition, naturopathic medicine, acupuncture, group fitness, personal trainers and spa. As Program Director of REV, the new executive fitness program at the WAC, Tamela created a customized solution for health concerns that follow executives into the corner office. This comprehensive, progressive, high-touch approach reduces catastrophic risk and creates health for enhanced productivity and innovation. Tamela will be addressing practicalities within the organization such as implementation, progression, and challenges. She brings passion to wellness and to overcoming obstacles and limitations. Jeremy Watson Humana Wellness Product Owner, Humana Wellness Solutions Jeremy Watson has 15 years experience in health care with skills in sales, business development, product development, program management, outcomes analysis and more. He has worked in the public and private sector and with small and Fortune 100 organizations. Jeremy is passionate about helping Humana consumers achieve lifelong well-being. Through his current work, he is developing products designed to support consumers in their well-being journey and is proud to be a part of such an effort. Jeremy received his Master of Arts in Physics from the University of Louisville and currently lives in Danville, VA with his lovely wife Lori. Michael Wehmeyer, Ph.D. Charles Yarborough, M.D. Kansas University Center on Developmental Disabilities; Beach Center on Disability at University of Kansas Professor of Special Education; Senior Scientist and Co-Director CYHealthAssociates, LLC President / Owner Michael L. Wehmeyer, Ph.D. is Professor of Special Education; Director, Kansas University Center on Developmental Disabilities; and Senior Scientist and Co-Director, Beach Center on Disability, all at the University of Kansas. Dr. Wehmeyer has directed externally funded projects totaling almost $30 million conducting research and model development activities and personnel and leadership preparation activities pertaining to the education and support of youth and adults with intellectual and developmental disabilities. He is the author or co-author of over 300 peerreviewed journal articles or book chapters and has authored, co-authored, edited, or co-edited 32 books on disability and education related issues, including issues pertaining to selfdetermination, positive psychology and disability, transition to adulthood, the education and inclusion of students with severe disabilities, and technology use by people with cognitive disabilities. John White, M.D. Diagnos-Techs Chief Medical Advisor After receiving a BA degree from Fordham University, Dr. White earned his M.D., CM degree from McGill University. Following internship at Michigan, and 2 years’ service at the U.S. Coast Guard Academy, he returned to McGill for surgical training, and then to Johns Hopkins for qualification in Pediatric Surgery. Following 10 years on staff at Johns Hopkins, he was Professor of Surgery and Pediatrics successively at Albany Medical College, Loma Linda, and Mercer Medical College. He is the author and coauthor of over 175 peer reviewed paper and book chapters, and coeditor of 5 textbooks. He was an active member of 18 scientific organizations. Following retirement from academic medicine, Dr. White joined Diagnos-Techs Laboratory as a medical consultant and educator. He now is the Chief Medical Advisor and Chairman of the Medical Board. In this position, he is a liaison to the medical community, particularly M.D.’s and to the public. He represents on-site the Board of Scientific Advisor to DiagnosTechs, and spearheads its R&D and academic activities. Charles M. Yarborough, M.D., MPH, FACOEM, FACPM, served 8 years as Director for Medical Strategies, Health & Wellness Department, Lockheed Martin Corporation (LMC) based in Bethesda, Maryland. Dr. Yarborough has over 25 years of experience in guiding health initiatives for large corporations including Exxon and Caterpillar. For 3 years before joining LMC, he was senior managing scientist in New York City for an international engineering and health consulting firm based in Menlo Park, California. Dr. Yarborough is Board-certified in Internal Medicine and also in Preventive/Occupational Medicine. He obtained a Doctor of Medicine degree from the University of Alabama at Birmingham, and a Master of Public Health degree from the Medical College of Wisconsin. Dr. Yarborough took his internship and residency training in internal medicine at the University of Texas Health Science Center at Houston, including developmental therapeutics department at the M.D. Anderson Cancer Center, followed by training in occupational/preventive medicine at the University of Cincinnati Medical Center. Dr. Yarborough is on the medical staff of Johns Hopkins hospital in Bethesda and is a voluntary physician for a community health center. He is an Associate in the Department of Health Behavior and Society at Johns Hopkins University Bloomberg School of Public Health. Dr. Yarborough is an elected member of Delta Omega (the National Public Health Honors Society), is the honorary chairman for the non-profit International Corporate Health Leadership Council, and served on a health advisory committee for U.S. Environmental Protection Agency. Dr. Yarborough is serving a third elected term as a member of the board of directors for the American College of Occupational and Environmental Medicine. Speaker Biographies 2015 IBI Annual Forum 37 Program Sponsors LEVEL 1 LEVEL 2 LEVEL 3 LEVEL 4 38 2015 IBI Annual Forum Program Sponsors Notes Notes 2015 2015 IBI Annual Forum 45 46 2015 IBI Annual Forum Notes Notes 2015 IBI Annual Forum 47 Integrated Benefits Institute 595 Market Street, Suite 810 San Francisco, CA 94105 tel. 415 222 7280 fax.415 222 7281 [email protected] ibiweb.org
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