4th Annual NAPBA Owners & Executives Conference Agenda
OMNI Parker House ● Boston, MA
June 2 - 4, 2010
Agenda Subject to Change
Back to Main Page
Wednesday, June 2, 2010
3:00 pm
NAPBA Board of Directors Meeting
4:30 pm
Welcome General Session
Speaker to be Announced
5:30 pm
NAPBA Welcome Reception
Sponsored by
Thursday, June 3, 2010
Breakfast & General Session King Room
8:00 a.m.
Buffet Breakfast
8:45 a.m.
Welcome and Report of the Organizational Direction
Terry McCorvie, 2010 NAPBA President
9:00 a.m.
Massachusetts Connector: 3 Years In
Speaker: Kevin Counihan, Chief Marketing Officer, Commonwealth Health Connector Authority
10:30 a.m. Break
11:00 a.m.
Federal Overview: How Legislation will Effect Day to Day
Speaker: Rich Glass, Infinisource
12:30 pm Lunch Stowe Room
1:30 p.m.
Succession Planning: Working Towards the Future
Speaker: Michael Stoddard, Chief Operating Officer, BASIC
2:30 p.m.
Benefits Debit Cards: Current Update - Impact of Reform
Panel: Evolution, TSYS, COMDATA
3:30 p.m.
Broker Viewpoint: What Brokers Need from Us
Speaker: Philip A Grisafi, CEBS, ISCEBS Fellow
Senior Vice President, Mosse & Mosse Associates
4:30 pm
Owners & Executives Closed Session
5:30 p.m. Cocktails
King Room
Sponsored by

7:00 pm Dinner
Off Premises
Friday, June 4, 2010
8:00 a.m. Buffet Breakfast
9:00 a.m.
Complying with the new MMSEA Section 11 Medicare
Secondary Payer Reporting Requirements for HRAs
Speaker: Robert L. Cummings, CFP, REBC, CLU, Managing Principal
American Benefits Group, an NFP Company
10:00 a.m.
The Right Sales Model for your TPA
Speakers: Terry McCorvie, Workable Solutions
Ken Odom/TASC
Janet Palko/NEO Administration Co.
11:00 a.m.
Owners & Executives Closed Session – Part II
12:00 p.m. Conference Wrap-Up



