PO Box 71005, 2135 NW 108th Street

Clive, IA 50325

2019 Symposium Schedule

Please note that this schedule is subject to change.

Wednesday, June 12th

8:00-9:00 AM

Registration & Breakfast

9:00-9:30 AM

Opening Welcome

James West, Symposium Chair

9:30-10:30 AM

IAHU Update

Board Members

10:30-11:00 AM

Break to Visit Sponsors

11:00 AM-Noon

NAHU Update

Marcy Buckner, National Association of Health Underwriters

During this session, attendees will learn about the significance of the 2018 midterm Congressional elections and how they are shaping the 116th Congress. The session examines: legislative and regulatory actions affecting health policy and how NAHU develops and achieves advocacy goals; the increased interest at the federal and state levels in single-payer or similar legislation; NAHU’s policy priorities for the 116th Congress; major regulatory actions that have been taken and are expected in the near-term and later and the role that NAHU is having in this process; and how NAHU members, the overall agent/broker community, and employers can get involved.

Noon-1:00 PM


1:00-2:00 PM

Commissioner Remarks

Doug Ommen, Insurance Commissioner, Iowa Insurance Division

Doug Ommen was appointed by Governor Terry Branstad as Insurance Commissioner in January 2017, after serving as Interim Commissioner since December 2016. Ommen has a strong and varied public service background. Ommen’s dedication and desire to serve the public began in seeking justice for victims of fraud in the Missouri Attorney General’s Office, where as an assistant attorney general and then as chief counsel, he led the fight to protect consumers over the course of three decades. Ommen also served as Deputy Insurance Commissioner at the Iowa Insurance Division from August 2013 to December 2016 and in the Missouri Department of Insurance from 2005 to 2008. As Missouri’s Insurance Director he was instrumental for several key regulatory reforms. Ommen currently serves as the Chair of the NAIC's Life Insurance and Annuities (A) Committee.

Ommen obtained his law degree in 1985 from the Saint Louis University School of Law and is licensed to practice law in both Iowa and Missouri. Ommen and his wife, Sharon, have two married children and three grandchildren.

2:00-3:00 PM

Legislative Update

Mariannette Miller-Meeks, Republican State Senator

John Forbes, Democratic State Representative

In this session we will be hearing from Senator Mariannette Miller-Meeks and Representative John Forbes on the 2019 Legislative Session and issues around healthcare. They will be sharing their perspectives on how to fix the cost and accessibility concerns that Iowans have going forward. We will be getting an idea of what the focus will be over the next year and what our membership can do to help. Larry Blixt IAHU Lobbyist and Marcie Strouse IAHU Government Relations Chair will discuss the IAHU involvement in the 2019 Session and Marcie will give an update on the Federal legislation that IAHU is currently work on.

3:00-3:30 PM

Break to Visit Sponsors

3:30-4:30 PM


Brian Wagner, A Radical Vision

Sponsored by Tristar Benefit Administrators

An inspirational speaker, Brian is also the author of the book “Sometimes It DOES Take a Brain Surgeon” and CEO of A Radical Vision. He was working in technology sales when his whole world came to a screeching halt. On March 4, 2011 Brian woke up in total darkness due to a genetic defect that caused him to have physical blindness for six months. Days later he had brain surgery in Phoenix, Arizona. During his time of total reliance on others, Brian swore that if he could get his sight back he would help others that are struggling in their own way. While he stills deals with partial blindness, Brian keeps the promise that he made to help others. As he puts it, “I lost my sight and ended up with vision”.

4:30-5:00 PM

IAHU Awards

Presented by James West, Symposium Chair

5:00-6:00 PM

Tradeshow Reception

6:00-9:00 PM

Networking Reception

Featuring Food, Drinks & Dueling Pianos Entertainment

Happy Hour sponsored by Lufkin Benefit Solutions

Thursday, June 13th

7:30-8:30 AM - Breakfast

8:30-9:30 AM

Compliance Panel

Eric Kohlsdorf, Prisma Strategies

Peter Kitundu, Wellmark Blue Cross and Blue Shield

Tom Seltz, LMC Regulatory Compliance Executive

Susan Freed, Davis Brown Law Firm

The IAHU Compliance Panel will be an opportunity for attendees to get education, updates and reminders on some of the most pressing regulatory compliance concerns affecting sponsors of individual and group health plans.  Topics include updates on the latest news on Association Health Plans (AHPs), a summary of the Seven Elements of an Effective Compliance Program for brokerages and agencies, and a discussion of any up-to-the-minute compliance developments in (or out of) the news.  The discussion will be opened up to allow members of the audience to ask their most pressing questions.

9:30-9:45 AM - Break

Coffee sponsored by Professional Solutions

9:45-10:45 AM - Breakouts Block 1

Agency Management Technology

Steve Ogden, AgencyBloc

Join AgencyBloc is discussing how you can make the best software decision for your agency by partnering with the right technology partner. In this presentation, you'll learn how to vet any insurance software vendor. We'll cover topics like company history and makeup, security, and the important things to ask during your demo.



Brad Minus, Berkley

Business owners do have an alternative to traditional, fully-insured health insurance. Group captives are an opportunity for these businesses to partially self-fund their health plans and realize the advantages that large corporations have enjoyed for years: transparency, flexibility and greater control over costs. A group captive is designed to address the biggest concerns of employers when considering self-funding—volatility and risk. By pooling together a group of like-minded employers, these smaller businesses collectively achieve the economies of scale and increased predictability that make self-funding the choice of large employers.

By thinking outside the box, employers in a group captive find they now have the transparency they’ve longed for with their medical spend. This allows them to make informed decisions about how to how to manage their program. Plan design is more flexibility and employers can control their spend through an assortment of innovative cost-containment strategies.


Health Reimbursement Arrangement in 2019 & Beyond

Casandra Mueller, BASE

This session will dive into the history and longevity of Health Reimbursement Arrangements. From where it started to the latest regulations proposed to take hold on January 1, 2020, this session will highlight the current market and developments for this tax-advantaged employee benefit plan.

10:45-11:00 AM - Break

11:00-Noon - Breakouts Block 2

Trends in Employee Benefits

Jana Mohs and Josh Torrell, Aflac

Companies aren’t likely to remain successful without their greatest assets: outstanding employees. One way to attract and retain superior talent is by making sure benefits offerings are plentiful, competitive and affordable.
Aflac has been conducting workforce studies since 2011 from both employers and employees to understand trends around worksite benefits.  The results of the Aflac WorkForces Report reveal just how critical benefits are to job satisfaction, productivity, retention and recruitment.  We will be going over several statistics that were found from both the employer side and the employee side to help agents across the state become more consultative to their client’s needs.


Repeat of Captives

Brad Minus, Berkley


Plan Design Strategy: Cost Containment in the Group Insurance Market

Mandi Comer, UnitedHealthcare

This course will provide participants with an overview of the trends in the group insurance market.

Noon-1:00 PM - Lunch

1:00-2:00 PM - Breakout Session Block 3

Tackling Health Care Reform and Engaging Congress

Jesse Dougherty, Partnership for America's Health Care Future

Tracy Hitchcock, Capitol Benefits Group


Shifting Sands: The Future of Health Risk Financing

Dan Meylan, Allied National

This presentation is intended to offer the IAHU member insight into all the forms of health risk financing models. This presentation will examine the various segments of the health care market including, group, individual, Medicare, Medicaid and the uninsured population and how each of those market segments is financed. We will offer an actuarial and medical underwriting perspective to the long term bigger picture of health care risk financing. We examine the financial and behavioral factors driving the escalating cost of financing health care and how those factors are projected to impact, IAHU members, their clients and our nation.  We will look at both the short term (12-24 months) and long term (5-10 years) financial implications to IAHU members, their clients and our nation.


Repeat of Health Reimbursement Arrangement in 2019 & Beyond

Casandra Mueller, BASE

2:00-2:15 PM - Break

2:15-3:15 PM - Breakout Session Block 4

MACRA & MedicareBlue Supplement Products

Ward Buttolph, Wellmark

This course will provide participants with an overview of the Medicare Access and CHIP Reauthorization Act of 2015 (MACRA) and the availability of Medicare Supplement Plan F to Medicare eligible individuals going forward.


Repeat of Shifting Sands: The Future of Health Risk Financing

Dan Meylan, Allied National



Lynn Schreder, KHI Solutions

In this presentation, Lynn Schreder discusses the myriad definitions of good ethics and reasons behind state mandated ethics classes. Additionally, Lynn shares personal stories regarding ethical conduct.

3:15-3:30 PM - Break

3:30-4:00 PM

Carrier Update

Sponsored by Delta Dental of Iowa & Wellmark

Hear from our Gold Annual Sponsors as they each give a brief update on what we can expect from them in the next year.

4:00-4:30 PM - Closing Ceremony & Prize Drawing

Sponsored by Assurity

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