Case Studies in Annual Open Enrollment Virtual Conference—Session Schedule, Speakers and Handouts

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Session handouts will be available to registered attendees Tuesday, May 19, 2020 through Wednesday, May 19, 2021.

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Tuesday, May 19

8:00 AM – 5:00 PM

VC05  Test Your System

Access this session before attending the virtual conference to familiarize yourself with all of the features in the environment. (#3—Training and Education)

10:30 AM – 12:00 PM

VC01  Open Enrollment in a Virtual Environment

Anne P. Sperling, CSA, LPRT Speaker
President and CEO
Vanguard Resources, Inc.
Santa Fe, NM

Some plans have been conducting open enrollment virtually for years, but others need to make a fast pivot due to the COVID-19 pandemic. Watch this session to learn:

  • How COVID-19 may impact the choices participants will make in the coming plan year
  • Tips for running successful virtual meetings that protect participant privacy
  • How to address plan changes in a virtual meeting
  • Key pieces of information that participants need to know about specific benefit offerings
  • Compliance considerations for delivering notices and disclosures electronically.

12:15 PM – 1:45 PM

VC02  Year-Round Benefits Communication to Improve Open Enrollment

Paula A. Krupa, CEBS Speaker
Director of Benefits
Roper Technologies
Bradenton, FL

Tune in to this session to learn how Roper Technologies successfully introduced a high-deductible health plan (HDHP) during annual open enrollment after offering a PPO for years. Discover:

  • Why Roper Technologies decided to add an HDHP
  • How it utilized a limited budget to develop a year-round communication plan
  • What it managed internally and what it outsourced to a vendor
  • How year one results affected year two strategy
  • How some of these strategies may change due to the COVID-19 pandemic.

2:00 PM – 3:00 PM

VC03  Streamlining Open Enrollment After Acquisitions

Nicole A. Campbell, PHR, SHRM-CP Speaker
Human Resource Manager
Lanco Group of Companies
Homewood, IL

Watch this session to see how Lanco Group of Companies handled the acquisition of several organizations. Learn how Lanco:

  • Aligned more than nine different medical plans and other benefits by rolling out small changes over seven annual open enrollment periods
  • Standardized administrative processes ahead of open enrollment to ease implementation
  • Introduced new software and moved away from manual administration
  • Utilized plan audits to ensure strategies were effective and data was accurate
  • Communicated these changes to plan participants, even when the new plan was less favorable.

3:15 PM – 4:15 PM

VC04  Open Enrollment Strategies for Self-Funded Plans and Voluntary Benefits

Cheryl Brah, SPHR, SHRM-SPC Speaker
Vice President of Human Resources
Helwig Carbon Products Inc
Milwaukee, WI

Join this session to learn how Helwig Carbon Products, Inc. handles annual open enrollment as a self-funded plan with a diverse employee population, and the special approach it took to roll out two new voluntary benefits. Discover:

  • What strategies Helwig implements to during annual open enrollment to help contain self-funded plan costs
  • What tools the organization uses to overcome language barriers among participants
  • How the organization uses story telling during open enrollment to reach its participants
  • How Helwig achieved almost 40% participation in its voluntary accident insurance benefit in year one.