Benefit Communication and Technology Institute Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, July 18 through Monday, September 24. Please contact edprog@ifebp.org if you have questions or need assistance.

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Monday, July 23

8:00 AM – 9:15 AM

BC01  The Evolution of Communication—Yesterday, Today and Tomorrow

Ashley Sherrill, Ed.D. Speaker
Founder
LaughMore Consulting
Charlotte, NC

Tom W. Milne Moderator
Senior Communication Consultant
Eckler Ltd.
Toronto, ON

How we communicate has radically changed over the years due in large part to technological advancements. The radical differences in how people engage and the rapid pace of change require those charged with communicating benefits to listen, gather data, plan and execute outreach with precision, creativity and efficiency to cut through the clutter of our daily lives. This session will focus on: • Evolution of communication • The role of technology • Change management • Best practices to stay ahead of the curve. (#5—Communication)

9:30 AM – 10:45 AM

BC02  Building a Strategic Plan for Your Communications Program—Single Employer and Public Sector Plans

Tara S. Pray Moderator
Member Engagement & Communications Lead
State of Wisconsin Dept of Emp Tr Fds
Madison, WI

William J. Sweeney Speaker
Principal
William Sweeney Communication
Clemmons, NC

This session will help you hone in on the key elements of building your own comprehensive and effective strategic plan, including: • Strategic planning process and components • Your value proposition • Branding and messaging—Aligning mission, vision, values and culture • Listening and feedback from stakeholders • Budgeting • Metrics and ongoing assessment • Mistakes to avoid • Dealing with a crisis. (#5—Communication)

BC03  Building a Strategic Plan for Your Communications Program—Multiemployer Plans

Cliff Price Speaker
President
MultiEmployer.com, Inc.
Berkeley, CA

Jennifer E. Germaine, J.D. Moderator
Managing Attorney
Germaine Law Firm, PLLC
Cedar Rapids, IA

This session will help you hone in on the key elements of building your own comprehensive and effective strategic plan, including: • Strategic planning process and components • Your value proposition • Branding and messaging—Aligning mission, vision, values and culture • Listening and feedback from stakeholders • Budgeting • Metrics and ongoing assessment • Mistakes to avoid • Dealing with a crisis. (#5—Communication)

11:00 AM – 12:15 PM

BC04  Listening to Stakeholders

Alyssa Hodder Speaker
Senior Communications Consultant
Eckler Ltd.
Toronto, Ontario

Michael B. Miller, CEBS Moderator
Plan Director
NFL Player Benefits
Baltimore, MD

In the benefits communication world, plan participants are key among the stakeholders. This session will address the best ways to listen to what your stakeholders are saying, including: • Gathering information (big data) • Tools—Surveys, focus groups, jobsite visits, social media • Feedback • Key indicators and what to look for • Questions you should be asking • Two-way communication. (#5—Communication)

1:45 PM – 3:00 PM

BC05  Communications and Fiduciary Responsibility in the U.S.

Michele L. Kessler Moderator
Secretary-Treasurer
United Food and Commercial Workers (UFCW) Local 1776KS
Pittston, PA

Ruth S. Marcott Speaker
Shareholder
Felhaber Larson
Minneapolis, MN

The robust legal, legislative and regulatory environment surrounding benefits in recent years creates communication challenges for plan sponsors. This session will address: • Updates on the legal and regulatory activity that impacts your communication program • Pension and health checklist of compliance requirements • HIPAA • EEOC rules and harassment • Dealing with missing participants • Fiduciary rule and investment advice • Meeting your obligation without sacrificing your brand. (#5—Communication)

BC06  Playing Nicely in the Communications Sandbox—The Canadian Legal Landscape

Andrew J.D. Buck Speaker
Partner
Pitblado Law LLP
Winnipeg, MB

Terrence P. Crawley Moderator
Director New Client Development and Relations
The PBAS Group
Calgary, AB

Pension and health benefit providers face a constantly developing regulatory world that challenges traditional approaches. Join this fast-moving session to learn practical tips about a variety of legal and regulatory issues you need to know about when communicating with your plan members, including: • Using social media • Protecting your online reputation • Getting effective online consent • Canada’s Anti-Spam Legislation (CASL) • Contests and promotions • Tracking website user activity • Mobile communications • Human rights dos and don’ts • Background checks • Why EU privacy laws matter. (#5—Communication)

3:15 PM – 4:30 PM

BC07  Data Analytics

C. Anton Ames Co-Speaker
IT Management Consultant
Anton Ames Group
Omaha, NE

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

Sally B. Corbin, J.D. Co-Speaker
Chief Executive Officer and Founder
Union Services Agency/USA Digital Media Services
Lansing, MI

We are in a world that gathers data on everything we do. This session will explore how big data and data analytics can be harnessed in support of your benefits communication program. Topics include: • Tools and techniques for analyzing data • Communications data and what to do with it • Examples and case studies • Frequency • Challenges and opportunities. (#5—Communication)

BC08  Moving the Goalposts—A Case Study About Improving the Participant Experience

Alyssa Hodder Moderator
Senior Communications Consultant
Eckler Ltd.
Toronto, Ontario

Bethany R. Marshall, CEBS Co-Speaker
Director of Benefits
National Football League Players Association (NFLPA)
Washington, DC

Michael B. Miller, CEBS Co-Speaker
Plan Director
NFL Player Benefits
Baltimore, MD

As benefits professionals, we all face similar challenges in finding creative solutions to engage and communicate benefits with an ever-changing work force that is heavily reliant on quick and easy access to information. This session will present a case study review of how the NFL Players Association has approached outreach, engagement and improving their participant experiences, including: • Challenges • Solutions and innovations • Failures and key learnings • Creating a culture of constant improvement. (#5—Communication)