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Benefit Communication and Technology Institute Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, July 13 through Friday, September 2. Please contact edprog@ifebp.org if you have questions or need assistance.

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Monday, July 18

8:00 AM – 9:15 AM

BC01  How Behavioral Economics Can Impact Benefits

Andrew E. Staab Moderator
Training Center Director
Minnesota and North Dakota Bricklayers and Allied Craftworkers Journeyman and Apprentice Training Trust Fund
New Hope, MN

Eric M. Parmenter, M.B.A., CEBS, ChFC, CLU, LUTCF, REBC, RHU, SPHR Speaker
Vice President, Employer Solutions
Evolent Health
Nashville, TN

The principles of behavioral economics, which looks at the psychological and social factors that impact the choices that people make, can be impactful when applied to the benefits world. This session will focus on: • What is behavioral economics? • How behavioral economics can impact plan participants • Designing policy and plan provisions • Benchmarking and results. (#10—General Topics)

9:30 AM – 10:45 AM

BC02  Data Privacy and Security: Be Prepared

Andrew E. Staab Moderator
Training Center Director
Minnesota and North Dakota Bricklayers and Allied Craftworkers Journeyman and Apprentice Training Trust Fund
New Hope, MN

Ronald J. Rock Speaker
Vice President of Technology
basys, inc.
Baltimore, MD

With so much attention on data breaches in the media, many fear the whole issue of privacy and security. This session will look at the scope of the problem and focus on: • Identifying your risks • Policies and procedures you should have • Cyber-related insurance • Action plans • How to educate participants • What to do when you have a breach. (#18—Technology)

11:00 AM – 12:15 PM

BC03  Building a Strategic Plan for Your Communications Program

Jennifer T. Benz Speaker
Founder and Chief Executive Officer
Benz Communications
San Francisco, CA

Susan D. Cranston, CEBS Moderator
Founder and Chief Executive Officer
Authentika Consulting Inc., Wellness Communications and Success Consulting
Waterloo, ON

Communications is a broad term that encompasses everything from technology to how you interact with your participants. This session will help you focus on the key elements of building your own comprehensive and effective strategic plan including: • Strategic planning process and components • Outreach channels • Branding and messaging • Metrics • Mistakes to avoid • Dealing with a crisis. (#5—Communication)

1:45 PM – 3:00 PM

BC04  Communications and Compliance in the U.S.

Andrew E. Staab Moderator
Training Center Director
Minnesota and North Dakota Bricklayers and Allied Craftworkers Journeyman and Apprentice Training Trust Fund
New Hope, MN

Elizabeth E. Manzo, Esq. Speaker
Shareholder
Lindabury, McCormick, Estabrook & Cooper, P.C.
Westfield, NJ

The robust legal, legislative and regulatory environment surrounding benefits in recent years creates communication challenges for plan sponsors. From ACA and DOMA to EEOC and reporting and disclosure requirements, you need to stay on top of your legal obligations as you craft messages for your participants and other constituents. This session will focus on: • Updates on the legal and regulatory activities that impact your communication program • Pension and health checklist of compliance requirements • Meeting your obligation without sacrificing your brand. (#5—Communication)

BC05  Canadian Privacy Law: Social Media, CASL and More

Andrew Buck Speaker
Lawyer
Pitblado LLP
Winnipeg, MB

Susan D. Cranston, CEBS Moderator
Founder and Chief Executive Officer
Authentika Consulting Inc., Wellness Communications and Success Consulting
Waterloo, ON

This session will provide a practical overview of privacy law and how it applies to trustees and professional advisors of pension and benefit providers. The legal landscape related to social media and CASL will also be reviewed. Learn more about steps you should (and shouldn’t) be taking to stay on the right side of your privacy obligations. Hot topics to be covered include: • CASL—who can you e-mail, when and what do you need to say? • Managing your online reputation • Plan member privacy and the administration of benefits • Managing the risks of employee snooping • Privacy breach notification—what's coming and what you need to do. (#5—Communication)

3:15 PM – 4:30 PM

BC06  Maximizing the Potential of Your Website and Social Media

Joanna M. Pineda Speaker
Chief Executive Officer and Chief Troublemaker
Matrix Group International Inc.
Arlington, VA

Susan D. Cranston, CEBS Moderator
Founder and Chief Executive Officer
Authentika Consulting Inc., Wellness Communications and Success Consulting
Waterloo, ON

Your website is an ecosystem of communications with the potential to inform, engage and interact with your plan participants and other constituents. This session explores best practices including: • Policies • Social media • Navigation and self-service • Transactions • Branding • Video. (#18—Technology)

BC07  Raising the Bar on Health Literacy

Andrew E. Staab Moderator
Training Center Director
Minnesota and North Dakota Bricklayers and Allied Craftworkers Journeyman and Apprentice Training Trust Fund
New Hope, MN

Colleen L. Baker Co-Speaker
Principal and Vice President, Corporate Sales
The Williamson Group
Brantford, ON

Faye M. Bulloch Co-Speaker
Director, Marketing and Communications
Cowan Insurance Group
Cambridge, ON

There is a link between health, productivity and health care costs. Engaging your participants to become health-literate brings many benefits. This session will focus on best practices in addressing health literacy including: • Making the business case to invest in health literacy initiatives • Helping participants understand health care, their plan features and their role in staying healthy • Technology tools • Promoting consumerism. (#32—Health & Wellness)