PO Box 71005, 2135 NW 108th Street

Clive, IA 50325

2019 Symposium Speakers

Brian Wagner
Brian WagnerA Radical Vision
2019 Keynote - "If You Could See What I See"

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”.

Marcy Buckner
Marcy BucknerNational Association of Health Underwriters
NAHU Update

Marcy M. Buckner, J.D., is the vice president of government affairs with the National Association of Health Underwriters (NAHU). In this role, Marcy manages the association’s state government affairs team, including the monitoring of activities of all state legislatures, insurance departments, and intergovernmental organizations to coordinate efforts to advance the interests of professional health insurance producers. In addition, she serves as the association’s liaison to federal agencies such as the Department of Health and Human Services, Centers for Medicare and Medicaid Services, Internal Revenue Service, and the Department of Treasury. Marcy is also the staff liaison to NAHU’s legislative management team, Legislative Council, and Legislative Council working groups.

Marcy received her Juris Doctor from New England School of Law in Boston, Massachusetts, and her Bachelor of Arts degree in Political Science and History from the College of Charleston in South Carolina. When she’s not in the office or traveling the country speaking at healthcare symposiums, Marcy can be found hiking through D.C.’s Rock Creek Park with her beloved Cavalier King Charles Spaniel, Cooper.

Doug Ommen
Doug OmmenIowa Insurance Division
Individual Health Insurance Market

The Commissioner will discuss the current state of the individual health insurance market in Iowa. He will cover the various conditions that have led to the current situation in our state and where we might be going in the coming years.

Ward Buttolph
Ward ButtolphWellmark Blue Cross and Blue Shield
MACRA & MedicareBlue Supplement Products

Ward Buttolph earned a Bachelor of Business Administration from Iowa State University in 1990. He was employed with TMC Transportation in Des Moines, IA from 1990 to 2001 as the Iowa Area Manager. He earned his Accident/Health, Life and Variable Contracts license in July 2001. He was then employed with Thrivent Financial for Lutherans from 2001 to 2005 as a Registered Investment Advisor and began working for Wellmark Blue Cross/Blue Shield’s Ancillary area, Midwest Benefit Consultants, in March 2005. On October 1, 2007 Ward moved to Wellmark’s Individual Team as a Senior Broker Account Manager. In 2010 he also assumed responsibility for Wellmark’s Small Business Health Products as a Senior Agency Relationship Manager. He works in Sales/Marketing with Wellmark Blue Cross/Blue Shield assisting brokers, Wellmark direct representatives, and Wellmark ancillary representatives with sales, retention, and service of ancillary business. His current position involves selling and retaining Individual (U65 & O65) Products and Small Group Products, conducting employee enrollment meetings, training and working with sales agents and brokers.

Mandi Comer
Mandi ComerUnitedHealthcare
Plan Design Strategy: Cost Containment in the Group Insurance Market

Mandi has over 9 years of experience within the insurance industry. She began her career at Delta Dental as a Customer Service Representative and quickly moved into Sales where she was responsible for renewing and servicing groups with 51-250 employees. In 2017 Mandi came to UnitedHealthcare into the Renewal Account Consultants role where she is responsible for renewing groups with 51-100 employees. In 2018 she added to her role to include new sales of 2-100 along with agent training.

Jesse Dougherty
Jesse DoughertyStrategic Elements
Medicare For All Legislation

As a communications and public affairs professional, Jesse has extensive experience working on successful political campaigns in the Midwest including Wisconsin Governor Scott Walker’s 2012 campaign to beat back a recall effort, playing a critical role on his communications team. By also working on national issue campaigns, Jesse has booked surrogates on major news outlets and built exposure with prominent media producers.

In his previous experience, Jesse also served as Press Secretary at the Republican Party of Wisconsin, leading a comprehensive communications strategy and digital operation. Jesse earned his Bachelor of Arts degree in Journalism and Mass Communication with an emphasis on Digital New Media, and an Interactive Web Development minor from Creighton University in Omaha, Nebraska. He is a native of Sioux City.

Mike Elam
Mike ElamDelta Dental of Iowa
Carrier Update

Mike Elam has over 30 years of experience in the insurance industry with companies including Allstate, Continental Western Group and Delta Dental. He has held senior leadership roles in various functions including underwriting, market and financial analysis, marketing and sales.

Mike was born in Lincoln, Nebraska and is a graduate of the University of Nebraska-Lincoln. He earned his MBA from the Henry B. Tippie School of Business at the University of Iowa. He is actively involved as a classroom volunteer with Junior Achievement of Central Iowa and has been an advisor for the Iowa Association of Business and Industry's Business Horizons program.

Mike currently serves as the IAHU President.

John Forbes
John ForbesIowa House of Representatives
Legislative Update

John Forbes is currently serving in his 4th term in the Iowa House or Representatives representing the city of Urbandale. Previous to being elected to the Iowa House he served 2 terms on the Urbandale City Council. John has served as president of the Urbandale Chamber of Commerce and the Urbandale Library Foundation Board. A pharmacist, John has owned and operated a Medicap Pharmacy in Urbandale for the past 39 years. He has also served as president of the Iowa Pharmacy Association and the Polk County Pharmacists Association. He was named by a leading pharmacy journal as on of the Top 100 Most Influential Pharmacists in the Nation. He is currently heading up an organization, Central Iowa Honor Flight, which flies World War II Veterans to Washington, DC, for a one day trip to view the World War II Memorial and other historical sites around the DC area. John currently resides in Urbandale with his wife Cindy. They have raised two adult children in Urbandale.

John was the winner of the Hero's of the Heartland Award from the American Red Cross in 2011 and was chosen by a leading national pharmacy trade journal in 2011 as a Next Generation Pharmacist for Community Service. In 2017 he was awarded the Hubert H. Humphrey Award from the American Pharmacists Association for his work in government relations. Forbes was awarded the Hoover Presidential Foundation Uncommon Public Service Award in March, 2019 for his public service to the State of Iowa.

Susan Freed
Susan FreedDavis Brown Law Firm
Compliance Panel

Susan is a senior shareholder at the Davis Brown Law Firm where she practices in the areas of health law and employee benefits. She is the former chair of both the firm's Business Division and Health Law department. She practices in the firm's Des Moines office.
In her health law practice, Susan represents a wide variety of health care providers—including physicians, hospitals, long-term care facilities, ambulatory surgery centers, and county facilities—with respect to transactional, reimbursement, and regulatory issues. She drafts contracts, employment agreements, physician recruitment agreements, corporate documents and corporate policies. In addition, she counsels clients on various health law issues including health care reform, fraud and abuse, Medicare and Medicaid reimbursement, EMTALA, managed care contracts, and confidentiality laws. In connection with her health law practice, Susan also handles surrogacy arrangements.

Tracy Hitchcock
Tracy HitchcockCapital Benefits Group
Medicare For All Legislation

With more than 20 years of experience in group insurance and benefits consulting, Tracy has industry experience with both self-funded and fully-insured programs as well as consumer directed healthcare plans (CDHPs). Her expertise also extends to ancillary areas which includes dental, vision, life, disability, pre-tax plans and worksite benefits. Tracy specializes in the placement of insurance and ongoing stewardship including claims review and analysis, vendor management, plan design strategy, renewal negotiation, employee advocacy and employee communications.

Tracy founded her own benefits agency business, Capitol Benefits Group, in early 2019 and worked in producer roles for both PRISMA Strategies and Wells Fargo Insurance Services prior to stepping out on her own.  Tracy lives in Johnston, with her husband, Dan, three children, two dogs and a cat – one could say it’s a busy at work and at home!

Peter Kitundu
Peter KitunduWellmark Blue Cross Blue Shield
Compliance Panel

Peter Kitundu obtained his Bachelor of Science and Juris Doctorate degrees from Gustavus Adolphus College and Drake University Law School, respectively. Kitundu joined Wellmark in 2013 as the director of compliance and currently serves as vice president, chief compliance and privacy officer. In his role, Kitundu is responsible for strategically leading and managing the compliance function for Wellmark, including the planning and execution of the enterprise compliance vision, goals, and initiatives that support their long term objectives, mission, and vision. He provides leadership and oversight to the Business Ethics and Compliance program, Privacy Office, regulatory compliance functions, and he is responsible for the strategic direction of the Special Investigations Unit, and Special Inquiries team. Prior to joining Wellmark, Kitundu worked for Nationwide Mutual Insurance Company in Des Moines. During his 16 years at Nationwide, he held various roles in claims and staff underwriting, as well as the office of general counsel where he most recently served as an associate vice president and regional counsel.

Eric Kohlsdorf
Eric KohlsdorfPrisma Strategies
Compliance Panel

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.

Mariannette Miller-Meeks
Mariannette Miller-MeeksIowa State Senate
Legislative Update

Dr. Mariannette Miller-Meeks is a member of the Iowa State Senate, representing District 41. Dr. Miller-Meeks lives in Ottumwa where she works in private practice as an ophthalmologist.

Brandon Litton
Brandon LittonWellmark Blue Cross Blue Shield
Carrier Update

Brandon Litton began working at Wellmark in January of 2012 as a Large Group Business Developer. In 2015, he transitioned into his current role as a Team Leader of Account Management. He leads a team of nearly 20 individuals who work all new and retention efforts form the individual market to businesses with up to 100 employees. He began his career nearly 19 years ago as an Account Manager for John Deere Health, then in Large Group New Sales with United Health Care. He has been a licensed health and life agent since 2000. Brandon is originally from Cedar Falls and attended the University of Northern Iowa. He lives in West Des Moines with his wife and two young children, ages 8 and 4.

Dan Meylan
Dan MeylanAllied National
Shifting Sands: The Future of Health Risk Financing

Dan serves as the National Sales Director for Allied National, a Kansas City based health insurance program manager and third-party claims administrator that specializes in small group level-funded health plans. Dan’s operational responsibility is building a national distribution network of capable and effective employee benefits advisors to represent Allied National’s products and services. Dan has 45 years of leadership experience with insurance agency and company operations and sales management. Dan has owned multiple commercial insurance agencies and other businesses and has had oversight responsibility for 200 commercial insurance producers who generated $100M+ in fee and commission income. He has been directly involved in more than 200 business acquisitions. Dan is an active business consultant, published author, speaker, private pilot, skier, fisherman and grandfather of six. Dan and Kathy have been married for 45 years and reside in Stilwell, Kansas, just south of Kansas City.

Brad Minus
Brad MinusBerkley

Brad is the Regional Sales Manager for the Berkley Accident and Health EmCap® Group Captive business. As Regional Sales Manager, Brad is responsible for cultivating new and existing relationships in Illinois, Wisconsin, Indiana, Iowa, and Nebraska. Brad has nearly 20 years of employee benefits experience on both the brokerage and carrier side, with his most recent position being with a comprehensive wellness solutions company in the Chicago area. He has an extensive background in account development and retention on the national and regional level. A graduate of the University of Kansas, Bradley Minus is based in Chicago.

Jana Mohs
Jana MohsAflac
Trends in Employee Benefits

Jana is California born, but Iowa raised. She attended Northwest Missouri State University graduating with a Bachelor of Science and a Masters in Health Science in 2010. She spent several years in Kansas City, MO before beginning her career with Aflac. In 2016, she moved back to the great state of Iowa to be closer to family and continue her career with Aflac, holding various sales and leadership roles within the company. In her free time, she enjoys spending time with my dog Molly, a German Shorthair, competitively running, hunting, hiking and attending family gatherings.

Casandra Mueller
Casandra MuellerBASE
Health Reimbursement Arrangement in 2019 & Beyond

Casandra Mueller is an Executive Sales Representative for BASE with a personal mission to not only serve but educate. Joining BASE in 2014, she started out in a service relations capacity and quickly became known for the premier client services she provided. Due to her hard work and advanced sales skills, Casandra is known for building long lasting relationships with partners and clients alike. Because of her ability to develop relationships and her extensive knowledge, Casandra has had the opportunity to be in front of industry leaders across the country, sharing the latest trends and feedback on products and services to help fulfill cost containment and compliance needs. Her drive, knowledge and commitment in the industry has made her a respected visionary in today’s marketplace.

Steve Ogden
Steve OgdenAgencyBloc
Agency Management Technology

Steve Ogden is the Sales Manager at AgencyBloc and a Certified Information Professional (CIP). With over 15 years of experience in the tech industry, he has knowledge being a technology partner for many organizations.

Lynn Schreder
Lynn SchrederKHI Solutions

Lynn Schreder is co-owner of KHI Solutions specializing in health insurance for individuals, families and small employer groups. KHI is located in Fort Dodge with offices in Webster City and West Des Moines. Prior to purchasing KHI in January of 2009, Lynn worked for Wellmark Blue Cross Blue Shield in Sales and Marketing for over 5 years. Lynn has been in the sales and marketing field for nearly 30 years, including 14 years in the telecommunication industry.

Lynn is a graduate of Iowa State University with a Bachelor’s Degree in industrial education. Currently, Lynn serves on the board as Co-President for the National Association of Women Business Owners – Iowa Chapter (NAWBO) as well as serving as Past President for the Iowa Association of Health Underwriters. In addition, Lynn was recently appointed by the Governor and confirmed by the Iowa Senate to serve on the Iowa Workforce Development Board. Lynn also serves on the NFIB leadership council supporting independent businesses through advocacy work at the state and federal levels. Lynn volunteers for the Cystic Fibrosis Foundation, raising money and creating awareness of this devastating disease. She is married and lives in Granger.

Tom Seltz
Tom SeltzLMC Insurance
Compliance Panel

As a Regulatory Compliance Executive, Tom Seltz coordinates the day-to-day compliance support services provided to LMC Insurance & Risk Management’s employee benefits clients, helping them remain compliant with regulations pertaining to ERISA, HIPAA, the Affordable Care Act, and other health and welfare benefit laws. Previous employment includes serving as a Legislative Specialist at United Healthcare, a contracts and technical consultant for Assurant Employee Benefits, and most recently directing the regulatory compliance analysis and communications at Marvin A. Address & Associates in their Washington, DC offices. In addition to being an active member of the National Association of Health Underwriters (NAHU), from whom he has received his PPACA and HIPAA Certifications, Tom currently serves on the NAHU Employer Working Group. Tom is also a member of the Iowa Association of Health Underwriters and serves on its Legislative Committee.

Josh Terrell
Josh TerrellAflac
Trends in Employee Benefits

A Chicago land native, Josh is now an Iowan! He attended the University of Dubuque to obtain a Bachelors of Science and Masters of Business Administration. Upon graduation with his MBA, he joined Aflac’s field force as an agent. Recently, he and his family relocated to Central Iowa, where they enjoy the community they live in and serve. His hobbies include spending time with his wife Tina and daughter Jenesis, wrestling, fishing, hunting, kayaking, piano, serving in their church, and golf.

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