TPA & MGU/Excess Insurer Executive Forum - Siia

New
This Year:
SIIA Golf Outing!
TPA & MGU/Excess
Insurer Executive Forum
April 9-11, 2008
Westin Hilton Head Island
Resort & Spa
Hilton Head, SC

Education Program Overview
SIIA’s TPA & MGU/Excess Insurer Executive Forum provides a focused learning and networking environment for
Third Party Administrator and Stop-Loss/Excess Insurer professionals seeking solutions that enhance productivity,
collaboration, communications and profitability. This year’s forum will feature sessions designed to bring you upto-date
with the latest developments in the self-insurance/alternative risk transfer industry as well as the legislative/
regulatory areas directly impacting your company’s business operations.
Who Should Attend
The TPA & MGU/Excess Insurer Executive Forum
features a cutting-edge program of sessions carefully
selected to address timely issues impacting TPA, MGU
and Stop-Loss professionals.
This event consistently attracts today’s senior-level
executives and top corporate decision makers in the
industry, with 58% of 2007 attendees being at the VP
level or higher.
You cannot afford to miss this event if you are a:
• Chief Executive Officer
• President/Owner
• Chief Financial Officer
• Lead Marketing & Sales Personnel
• Attorney
• Broker/Consultant
• Industry Service Provider
Exhibiting and
Sponsorship Opportunities
Exhibiting and sponsoring are great ways to gain
exposure for your company and show your support to
the industry.
SIIA has a limited number of spaces for companies
to exhibit their products and services to conference
attendees. If you’re looking to increase company
and product awareness, develop sales leads and new
customers and make immediate sales, then exhibiting at
this event is a must!
The Forum also offers a wide range of sponsorship
packages designed to fit any budget, starting as low
as $500. Becoming a sponsor is a cost-effective and
targeted tool that can help your company accomplish
its marketing and sales goals and position you as an
industry leader to attendees.
For information on exhibiting and/or sponsorship
opportunities, please call (800) 851-7789.
Don’t delay – exhibiting and sponsorship
opportunities always SELL OUT for this event!

Incredible Networking Opportunities
This forum is specifically designed to help you strengthen your business relationships. No other venue provides a
stronger platform to meet new potential business partners and develop leads. Join top executives in the industry and
learn why all the people you want to do business with are going to be in Hilton Head.
Attire
Dress for this year’s forum is business casual.
About SIIA
SIIA’s mission is to protect and promote self-insurance
and alternative risk transfer. For more information on
the association, please visit www.siia.org.
Special Services
If you require special accommodations to fully
participate, please attach a written description of your
needs to your registration.
Membership Information
Hotel Accommodations
Hotel reservations must be made directly with the hotel.
The Westin Hilton Head Island Resort & Spa
Two Grasslawn Avenue
Hilton Head Island, South Carolina 29928
www.westin.com/hiltonhead
Following are two options to make your hotel
reservations in the SIIA block:
Telephone: (843) 681-4000
Website Link: www.starwoodmeeting.com/Book/SIIATPA
SIIA has negotiated a special discounted room rate
of $249.00 plus taxes available only to conference
registrants. Early reservations are strongly advised. The
room block for the special group rate ends March 18,
2008. Reservations made after March 18, 2008 will be
made on a space and rate availability basis only.
If you are not a member of SIIA and would like to save
money on registration, exhibiting and/or sponsorship
fees, please contact SIIA headquarters at 800.851.7789.
Questions
Should you have any questions about this year’s forum,
please call SIIA headquarters at 800.851.7789.
Cancellation Policy
Written Cancellation received on or before March 7, 2008, will receive a refund of 50% of the registration fee. Due
to hotel and staffing commitments, all registrations and cancellations received after March 7, 2008 and all no-shows
are not eligible for a refund. However, substitutions are permitted in advance and on-site.

Educational Sessio
Wednesday, April 9, 2008
Health Care Reform Update
With health care reform top on the domestic agenda in Congress and in many state capitols around the country, the
implications for self-insurance are significant. This session will provide an update on the status of leading reform proposal and
how you can get involved in shaping the legislative process.
Thursday, April 10, 2008
Addressing the Root Causes of Rising Health Care Costs – What TPAs Need to Know
Adopting a health and productivity model can help employers achieve cost control. Models that include health promotion,
as well as absence, disability and medical management programs have shown measurable results in the effort to reduce costs.
Studies of participants demonstrate a substantial rate of compliance with physician’s treatment plans (91 percent for both
cardiovascular disease and diabetes) having a measurable impact on employee productivity. In fact, average disability durations
among participants have been reduced 10-25 percent below national guidelines and have achieved significant medical cost
savings for employers.
Interventions Around Consumerism: Least Amount of Cost, Biggest Benefit
This session will focus on the obstacles in medical management for third party administrators and their MGU/Stop-Loss
partners. Engagement will be defined and methods identified to make interventions more successful. Intervention costs will
be discussed and techniques presented that maximize resources and produce results. Evaluation and ROI will be presented
that demonstrate targeted techniques that work across all populations.
Onsite Clinics: Moving from Concept to Employee Engagement to Savings
Onsite clinics are appearing in more employer worksites. This session will explore the concept behind onsite clinics, how to
successfully implement an onsite clinic and methods to demonstrate a return on the investment. This is critical information
for TPAs interested in coordinating the establishment of onsite clinics on behalf of their employer clients.
Integrated Health Management Solutions
Many employers are discovering rising health care costs are here to stay. Benefit plan changes
involving cost shifting to employees have helped but there is a limit to this cost reduction
method. Employers are learning what tools they need to implement for longer term cost
containment. They are focused on efforts that empower employees to become better consumers
of health care and enable them to become healthier. This discussion will be extremely useful for
TPAs, MGUs and Stop-Loss carriers as they forecast future health care claims costs.
*Subject to change. Please visit www.siia.org for a detailed program schedule.

ns & Descriptions*
Thursday, April 10, 2008
A 30,000 Foot View of Stop Loss Market Conditions
A panel of reinsurance experts debate how the reinsurance community views the stop loss market today and how it will develop
over the next decade. Where does reinsurance capacity come from and why does it change over time? How will the risk takers
and underwriters bind cases and still maintain their integrity and procure the appropriate risk premium? What are the barriers to
entry for new reinsurance capacity in the stop loss market and where will the next generation of reinsurers come from?
Alternatives to Traditional PPO Plan Designs
As PPO networks have evolved, historical discount levels are being impacted by changes in provider billing practices,
contractual limitations on claim review and editing and access requirements. Due to the downward trend in overall savings,
TPA’s and employers have begun to look at alternatives to PPO’s for in-network and out-of-network claims savings. This
session will highlight and discuss innovative solutions that are being developed and used by TPAs and employers to control
claim costs in lieu of utilizing PPO networks.
Bumps, Not Barriers -- Legal Issues In Innovative Plan Designs
The past few years have seen many innovations in benefit plan design -- HDHPs/HSAs, Wellness/Disease Management
Programs, HRAs, debit/credit card substantiation, value-based coverage, CDHPs and a few others. While these innovations
create new opportunities, they also come with new rules, regulations and other guidance that pose challenges for properly
implementing and operating them. This presentation will explore some of the legal issues that arise in connection with some
of these innovative plan designs. While these legal challenges can make for a bumpy ride, knowing where the potholes are
should make the trip a lot smoother for TPAs and their employer clients.
Friday, April 11, 2008
Re-Working the TPA Value Proposition
In a world dominated by large payers, what can today’s TPA do to compete? Claims payment speed and efficiency just won’t
capture new business anymore. Listen to a panel of experts discuss where and how to differentiate your services by looking to new
resources and partnerships you may never have considered in years past. These industry leaders have been successful in redefining
their organizations and have won new business by changing the rules to work in their favor. Learn what they’ve done to reinvent
themselves and the role that considerations such as consumerism and cost and quality of care have played in their success.
Health Care Fraud...Do You Know What Your Doctor Is Doing?
A well armed Special Investigation Task Force is your only hope in the fight against fraud. Industry experts estimate that 3-10% of
health care spending is fraud and abuse. This workshop, presented by The Sentinel Group, will address the nature and scope of the
problem, talk about tools of the trade, data mining and analytics, best practices, and state and federal requirements and compliance.
An actual case study will be presented taking the audience from detection through investigation to final resolution.

Port Royal Golf Club • Westin Hilton Head Island Resort & Spa
Imagine 54 holes of legendary golf nestled within one of Hilton Head Island’s most pristine
plantations along the Atlantic coastline. This golf haven was designed by some of the best golf
architects, such as George Cobb, Pete Dye and William Byrd, and it has been honored with the
presence of some of golf’s legendary players, having hosted the Champions TOUR Hilton Head
Seniors International.
Golf Outing
The new Champion Bermuda greens are small and protected by bunkers and Bermuda rough,
demanding a deft touch with medium and short irons. This is a golf challenge where accuracy,
not length, is paramount.
Attention Avid Golfers
Don’t miss this exclusive
opportunity to better your
handicap, refine your putting
skills and network with
executive-level industry
colleagues and peers in the
self-insurance/ART industry in
a casual, relaxed setting.
Join us on the links
Wednesday, April 9, 2008
Player Registration: 7:00 a.m. – 8:00 a.m.
Shotgun Start: 8:00 a.m.
Outing Play: 8:00 am - Noon
Fee: $225 per person
Includes: Green Fees for 18 holes, Golf
Cart, Range Balls, Continental Breakfast,
Light Lunch and Various Awards
Put your business on the right course
Limited sponsorship packages are available offering exceptional opportunities for your company to gain exposure
with a virtual who’s who of industry icons.
Eagle Sponsor - $2,500
Package Includes:
• Recognition in the official TPA &
MGU/Excess Insurer Executive
Forum program including a 50-word
description of your company’s products
and services
• Recognition as the Title Sponsor from
the podium at the beginning of the
outing
• One full page, black & white ad in the
official TPA & MGU/Excess Insurer
Executive Forum program
• Banner with company logo located at
the Port Royal Golf Clubhouse, site for
player registration and food functions
• Company logo on golf cart signage for
player assignments
• Company promotional items/materials
included in goody bags distributed to
each player at registration
Beverage Cart Sponsor - $1,500
Package Includes:
• Recognition in the official TPA &
MGU/Excess Insurer Executive
Forum program including a 50-word
description of your company’s products
and services
• Recognition as the Beverage Cart
Sponsor from the podium at the
beginning of the outing
• Company logo on
beverage cart(s) servicing
tournament
• One half page, black &
white ad included in the
tournament program
• Company promotional
items/materials included in
goody bags distributed to
each player at registration
Goody Bag Insert - $250
Package Includes:
• Recognition in the official TPA &
MGU/Excess Insurer Executive
Forum program including a 50-word
description of your company’s products
and services
• Company promotional items/materials
included in goody bags distributed to
each player at registration

Player Registration & Sponsorship
Reservation Form
Contact Name _ ___________________________________________________
Title _ ______________________________________________________
Company Name __________________________________________________________________________________________________________________
Address ________________________________________________________________________________________________________________________
City ___________________________________________________________________ State________________Zip__________________________________
Telephone _______________________________________________________
E-mail _ _________________________________________________________
Player Registration
q One Player – $225
Player’s name_________________________________________________
Average and/or Handicap____________
Fax________________________________________________________
Website ____________________________________________________
Foursome pairing will be handled by tournament director.
_______________________________________________ _ __________
Do you need to rent clubs? q Yes q No
_______________________________________________ _ __________
q Men
q Women
q Right-handed q Left-handed
_______________________________________________ _ __________
Titleist Rental Golf Clubs: $35.00 per set. Rental fees to be paid directly to the golf course. Payment instructions to follow upon receipt of registration.
Cancellation Policy: The outing will be held rain or shine. Written cancellations postmarked or faxed on or before
March 7, 2008 will receive a refund of 50% of the registration fee. All cancellations postmarked or faxed after
March 7, 2008, are non-refundable; however, substitutions are permitted.
Sponsorship Reservation
Contact Name _ ___________________________________________________
Title _ _____________________________________________________
Company Name _________________________________________________________________________________________________________________
Address _______________________________________________________________________________________________________________________
City ____________________________________________________________________________ State_____________ Zip_________________________
Telephone _______________________________________________________
E-mail _ _________________________________________________________
q Foursome – $900
Four Player’s Names and Average and/or Handicap
_______________________________________________ _ __________
Fax_______________________________________________________
Website ___________________________________________________
❑ Eagle Sponsor.........................................$2,500 ❑ Beverage Cart Sponsor............................$1,500 ❑ Goody Bag Inserts.............................$250 each
Agreement: Sponsorship Reservations are made on a first-come, first-serve basis based on the date your Reservation Form is received. Reservation Forms
will not be processed unless accompanied by payment in full. Cancellations: All Sponsorship Reservation Fees are non-refundable. By signing below, you
acknowledge you have read and agree to the terms outlined above.
Payment Information
❑ Enclosed is my check made payable to SIIA in US funds.
❑ Total Amount Due $ _______________________
❑ Please charge the following: ❑ Visa ❑ Mastercard ❑ American Express ❑ Discover
Credit Card Number__________________________________________VAL Code (MC, Visa, Discover–last 3-digits on card back; AMEX–4 digits on card front)________________
Card in the Name of _ ____________________________________________________________________ Exp. Date_ ________________________________
Billing Address __________________________________________________________________________________________________________________
City ___________________________________________________________________ State_____________________ Zip____________________________
Authorized Signature_____________________________________________________________________________ Date_ ____________________________
Please mail or fax completed form with payment to: SIIA, PO Box 1237, Simpsonville, SC 29681, Fax: 864.962.2483

Hilton Head Island is a foot-shaped
barrier island located off the Atlantic Coast of
South Carolina. The Island’s pristine natural
environment offers a relaxing, hospitable
atmosphere with subtle signage and no neon
lights. Fertile salt marshes, networks of
lagoons and creeks, forests of moss-draped
oaks, magnolias, pines, palmettos and 12
miles of sandy beaches are interspersed with
championship golf courses, tennis courts, fine
restaurants and luxurious hotels.

Schedule at a Glance*
Wednesday, April 9, 2008
SIIA Golf Outing (add’l registration required)................................................................ 8:00 a.m. to Noon
Pre-Conference Workshop.........................................................................................4:00 p.m. to 5:00 p.m.
Welcome Reception & Exhibit Viewing.....................................................................5:00 p.m. to 6:30 p.m.
Thursday, April 10, 2008
Continental Breakfast & Exhibit Viewing.................................................................8:00 a.m. to 8:30 a.m.
Welcome Remarks .....................................................................................................8:30 a.m. to 8:45 a.m.
Educational Sessions ..............................................................................................8:45 a.m. to 10:00 a.m.
Refreshment Break & Exhibit Viewing..................................................................10:00 a.m. to 10:30 a.m.
Educational Sessions ...........................................................................................10:30 a.m. to 11:45 a.m.
Lunch on Your Own.................................................................................................11:45 a.m. to 1:00 p.m.
Dessert Reception & Exhibit Viewing .......................................................................1:00 p.m. to 1:30 p.m.
Educational Sessions.................................................................................................1:30 p.m. to 2:30 p.m.
Refreshment Break....................................................................................................2:30 p.m. to 2:45 p.m.
Educational Sessions.................................................................................................2:45 p.m. to 3:45 p.m.
Refreshment Break....................................................................................................3:45 p.m. to 4:00 p.m.
Educational Sessions.................................................................................................4:00 p.m. to 5:00 p.m.
Networking Reception & Exhibit Viewing ...............................................................5:00 p.m. to 6:30 p.m.
Friday, April 11, 2008
Continental Breakfast ...............................................................................................8:00 a.m. to 8:30 a.m.
Educational Sessions...............................................................................................8:30 a.m. to 10:30 a.m.
Refreshment Break................................................................................................10:30 a.m. to 11:00 a.m.
Educational Sessions..................................................................................................... 11:00 a.m. to Noon
Conference Concludes .........................................................................................................................Noon
*Subject to change. Please visit www.siia.org for the most up-to-date schedule and conference details.

TPA/MGU Excess Insurer
Executive Forum
April 9-11, 2008 • Westin Hilton Head Island Resort & Spa • Hilton Head, SC
ATTENDEE REGISTRATION FORM
To register, please type or print all information requested below. For multiple registrations, please photocopy this form. A separate form must be completed for
each conference registrant.
Name____________________________________________________________________________________________________________________________
First Name for Name Badge__________________________________________________________ Title_____________________________________________
Company_________________________________________________________________________________________________________________________
Address__________________________________________________________________________________________________________________________
City, State, Zip_____________________________________________________________________________________________________________________
Telephone_____________________________________________________________ Fax________________________________________________________
Email_____________________________________________________________ Website________________________________________________________
Is this your first time attending SIIA’s TPA/MGU Executive Forum?
q Yes q No
Conference Fees: Early Bird Regular Onsite
(Received on or before (Received between (Received on or after
2/14/08) 2/15/08 - 4/8/08) 4/9/08)
Member $625 $750 $795
Add’l Registrant (Same Member Organization) $495 $595 $695
Non-Member $895 $995 $1,295
Hotel Accommodations:
Hotel reservations must be made directly with the hotel.
Westin Hilton Head Island Resport & Spa
Two Grasslawn Ave. • Hilton Head Island, SC 29928
Telephone: (866) 716-8108
www.westin.com/hiltonhead
SIIA group rate is $249.00 plus taxes for single/double occupancy.
Early reservations are strongly advised. The room block for the special
group rate ends March 18, 2008. Reservations made after March 18,
2008 will be made on a space and rate availability basis only.
Cancellation Policy: Written cancellation received on or before March 7,
2008, will receive a refund of 50% of the registration fee. Due to hotel and
staffing commitments, all registrations and cancellations received after March
7, 2008 and all no-shows are not eligible for a refund. However, substitutions
are permitted in advance and on-site.
Payment Information:
Total Amount Due: $ _________________________
q Enclosed is my check payable to SIIA in US Funds.
Please charge my: q MC q Visa q AMEX q Discover
Card No._______________________________________________________
Card in the name of_______________________________________________
Billing Address__________________________________________________
City, State, Zip___________________________________________________
VAL Code (MC, Visa, Discover–last 3-digits on card back; AMEX–4 dgits on card front)______________
Expiration Date__________________________________________________
Signature_______________________________________________________
Four Easy Ways to Register:
1. 2. 3. 4.
Mail Fax Phone On-Line
SIIA • PO Box 1237 (864) 962-2483 (800) 851-7789 www.siia.org
Simpsonville, SC 29681

All the people you want to do business with
WILL be in Hilton Head!
Join us and discover the only thing warmer
than our weather is our welcome.
P.O. Box 1237
Simpsonville, SC 29681
800.851.7789 • www.siia.org
PRSRT STD
U.S. Postage
PAID
Greenville, SC
Permit No. 1234