SPeaKer - SIIA

31st Annual Self-insurance Institute of America, Inc.
National Educational Conference & Expo
J.W. Marriott Desert Ridge Resort & Spa • Phoenix, AZ • October 9-11, 2011

ConferenceOverview
The SIIA National Conference & Expo is the world’s largest event focused exclusively
on the self-insurance/alternative risk transfer marketplace and typically attracts more
than 1,600 attendees from around the United States and from a growing number of
countries around the world.
Consistent with the theme of this year’s conference –
Innovation Shaping The Future of Self-Insurance – SIIA has
assembled a truly impressive collection of speakers who
will share their expertise on the most innovative strategies to
effectively manage all types of self-insured programs.
Separate educational tracks will be offered in the areas of
self-insured health plans, self-insured workers’ compensation
programs, alternative risk transfer (captives, RRGs, etc.) and
international self-insurance strategies.
This top notch educational program will be supplemented
with quality networking opportunities, including an exhibit
hall with more than 150 companies showcasing a wide
variety of innovative products and services now available
to self-insured entities.
In short, the SIIA National Conference & Expo is simply
a must-attend event for any company involved in the selfinsurance/ART
marketplace.
Our faculty includes several employer representatives
who will describe how they have innovated within their
own organization through case study-style presentations,
making this a “must attend” event for risk managers and
benefit managers interested in peer-to-peer educational/
networking opportunities.
In addition to the many speakers representing self-insured
entities, SIIA has also lined up senior executives from
many of the industry’s biggest service providers who will
share their unique perspectives on how self-insured /ART
programs will evolve in the future thanks to innovative
business process solutions.
Rounding out the program will be a collection of sessions
addressing timely legislative/regulatory issues affecting selfinsured/ART
programs.
800.851.7789 | www.siia.org

New to Self-Insurance
Alternative Risk Transfer
SIIA Welcomes You
While the conference will be packed with industry
experts, SIIA warmly welcomes those who are interested
in learning about self-insurance/ART programs. To help
you get started, we have scheduled “beginner” sessions
early in the conference to help you more fully participate
in the overall event. We are also offering discounted
registration fees for individuals representing employers that
are considering self-insurance.
Exposure Opportunities
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 Conference also offers a
wide range of sponsorship packages designed to fit
any budget. 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. Information on exhibiting and/or
sponsorship opportunities can be accessed on-line at
www.siia.org, or by calling 800.851.7789.
We originally joined SIIA to
support its important lobbying work
in support of risk retention groups,
but we have found participation
at its national conference to be
equally important due to the high
quality educational content and
unique networking opportunities.
It’s the only national self-insurance
business conference we attend.
– Phil Salvagio, President
Preferred Contractors Insurance Company, RRG
More medical stop-loss deals
are done during SIIA’s National
Conference & Expo than at any
other single event in the country.
If your company is involved in
either the buying or selling of
stop-loss insurance this is the
premier opportunity to transact
business face-to-face with
decision-makers.
– Bill Knarr, President & CEO
One America/RE Moulton, Inc.
It’s impressive how SIIA can pull
together such a top-notch collection
of speakers for its National
Conference & Expo each year.
We look forward to being part
of this premier industry event and
to learning firsthand about the
innovative strategies that will no
doubt shape the future of selfinsured
programs.
– David North, President & CEO
Sedgwick Claims Management Services, Inc.

GeneralSessions
Previewing America’s Next Financial Crisis
A leading financial journalist who has written extensively about the causes of the financial meltdown
of 2008, has now written about a potentially larger financial crisis still to come – grossly underfunded
pension liabilities, particularly in the public sector. This keynote presentation will describe in detail what
is looming for the United States should policy-makers fail to take aggressive action. This is a unique
opportunity to learn more about a crisis before it actually happens.
SPEAKER
Roger Lowenstein Author, While
America Aged – How Pension Debts Ruined
General Motors, Stopped the NYC Subway,
Bankrupted San Diego, and Loom As the Next
Financial Crisis
SIIA Legislative, Regulatory & Political Update Report
Join us for a comprehensive panel presentation covering important legislative and regulatory
developments affecting the self-insurance/alternative risk transfer industry. The session will also
highlight SIIA lobbying strategies/activities and showcase how its political action committee (PAC) has
been used throughout the year to enhance the association’s political influence in Washington, DC and
preview plans for 2012.
SPEAKERS
Mike Ferguson
Chief Operating Officer
Self-Insurance Institute of America, Inc.
Additional panelists to be announced.
Jay Fahrer
Director of Government Relations
Self-Insurance Institute of America, Inc.
800.851.7789 | www.siia.org

ConferenceOverview
(Subject to change)
Sunday, October 9, 2011
SIEF Golf Tournament
Exhibitor Registration Open
Attendee Registration Open
Annual Membership Meeting
1st Time Attendee/
New Member Reception
Welcome Reception
& Exhibit Viewing
SIIA Approved
Hospitality Suites Open
Monday, October 10, 2011
Exhibitor & Attendee
Registration Open
7:00 a.m. ‐ 1:00 p.m.
7:30 a.m. – 7:00 p.m.
12:00 p.m. – 7:00 p.m.
3:30 p.m. ‐ 4:00 p.m.
4:00 p.m. – 5:00 p.m.
5:00 p.m. – 7:00 p.m.
8:00 p.m. – 11:00 p.m.
7:30 a.m. – 6:30 p.m.
Networking Continental Breakfast 8:00 a.m. – 8:30 a.m.
Welcome Remarks
& Keynote Address
Refreshment
& Networking Break
8:30 a.m. – 10:00 a.m.
10:00 a.m. – 10:15 a.m.
Educational Breakout Sessions 10:15 a.m. – 11:30 a.m.
Luncheon in Exhibit Hall/
Exhibit Viewing
Educational Breakout Sessions
11:30 a.m. – 1:30 p.m.
1:45 p.m. – 3:00 p.m.
Refreshment & Networking Break 3:00 p.m. – 3:15 p.m.
Educational Breakout Sessions
Networking Reception
& Exhibit Viewing
SIIA Approved
Hospitality Suites Open
3:15 p.m. – 4:30 p.m.
4:30 p.m. – 6:30 p.m.
8:00 p.m. – 11:00 p.m.
Tuesday, October 11, 2011
Exhibitor & Attendee
Registration Open
7:30 a.m. – 4:30 p.m.
Networking Continental Breakfast 8:00 a.m. – 8:30 a.m.
General Session
Refreshment
& Networking Break
8:30 a.m. – 10:00 a.m.
10:00 a.m. – 10:15 a.m.
Educational Breakout Sessions 10:15 a.m. – 11:30 a.m.
Luncheon in Exhibit Hall /
Exhibit Viewing
Educational Breakout Sessions
11:30 a.m. – 1:30 p.m.
1:45 p.m. – 3:00 p.m.
Refreshment & Networking Break 3:00 p.m. – 3:15 p.m.
Educational Breakout Sessions
SIIA National Conference Party
3:15 p.m. – 4:30 p.m.
6:30 p.m. ‐– 9:00 p.m.

Alternative Risk
TransferTRack
Presented by:
Captive Insurance for Beginners
This session has been designed for employer representatives interested in learning the basics about captive insurance and how to determine whether
captive insurance is a viable option for their organizations. The content will also be useful to individuals working for industry service providers who may
need to brush up on captive insurance basics.
SPEAKER
Justin Mead
Executive Vice President
Camelback Captive Insurance Services, Inc. Camelback Captive Services, Inc.
Captive Managers Talk Marketplace Innovation
A panel of senior executives from leading captive management companies share their unique perspectives on how ART programs are being structured and
used in innovative ways to help companies of all sizes deal with a variety of corporate risks.
SPEAKERS Les Boughner Arthur Koritzinsky
Executive Vice President & Managing Director Managing Director, Captive Solutions
Willis North America Captive & Consulting Practice Marsh USA Inc.
Gary Osborne
Fred Turner
President
President
uSA Risk Group, Inc.
Active Captive Management
Keeping The Taxman Away from Your Captive
One of the country’s top captive insurance tax attorneys shares a collection of case studies of how captives have attracted unwanted attention from
the IRS. This is a must-attend session for those responsible for captive financial management.
SPEAKER
Tom Jones
Partner
McDermitt Will & Emory LLP
Creating New Markets With a Protected Cell Captive
This case study-style presentation will describe how and why the for-profit subsidiary of the American Society of Association Executives (ASAE)
created a protected cell captive and detail how this ART solution has enabled the organization to preserve – and then dramatically expand –
its program of sponsored insurance for associations and nonprofit organizations. This is the perfect session for those interested in learning how
cell captives can be used creatively.
SPEAKER
Dixie Arthur
President
ASAE Business Services, Inc.
The Captive Owners Guide to Purchasing Fronting Insurance
Fronting is an important component for many captive insurance companies. This session will provide practical guidance to captive/RRG owners
on how they can shop most effectively for fronting insurance to ensure optimum pricing and coverage terms.
SPEAKERS Blaine Bontempo dAvid Raymond
President
Specialty Marketing Group, a Division of Discover Re
Chief Underwriting Officer
Specialty Marketing Group
City of New York Relies on Innovative ART Program to Help Rebuild After
9/11 Attack Destruction
While everyone knows about the 9/11 terrorist attack on the World Trade Center in New York, few know that the City of New York
created the World Trade Center Captive Insurance Company to cover the myriad risks assumed by the city and contractors working without
commercial insurance to rebuild the destroyed area. Come here the interesting story on how the captive was structured and its experience
over the past 10 years.
SPEAKERS David Biester James Schoenbeck
General Counsel
Chief Financial Officer
World Trade Center Captive Insurance Co., Inc. World Trade Center Captive Insurance Co., Inc.
800.851.7789 | www.siia.org

Transforming Your RRG Membership Into a Winning “Team”
This session will describe a specific RRG management strategy directed at the dual challenges of marketing through insurance brokers while
maintaining a sense of cohesion among thousands of relatively small members. One key area of focus will be how to develop effective loss
control programs with this model. This “team-oriented” approach means sweating the small details to ensure that all members can maintain
cost effective coverage and the RRG is able to maintain a top A.M. Best rating. For those looking for inspiration on how to balance building
member loyalty while attracting new members, this is a must-attend session.
SPEAKER
Pamela Davis
President & CEO
Alliance of Nonprofits for Insurance
Key Decisions in the Life of a Captive
This session will provide a fascinating case study describing the formation and growth of a successful group captive, which now provides a variety of
coverage for more than 95 members spread across 22 states. Key decisions in the life of this captive, including:
• ▪How it overcame a fronting carrier that became insolvent;
• ▪How it was able to close policy years when the cost of the tail was too expensive;
• ▪Cash flow considerations and investment strategies;
• ▪How it was able to jump start growth
The panel will include both the captive manager and owner representatives.
SPEAKERS Denis Wiener robert Forsyth
Senior Vice President & Principal
Captive Resources, LLC
President
FKG Oil Company
Participating in an RRG – It’s Not Just for Risk Financing!
An active owner/member of a successful risk retention group (RRG) discusses the reasons her organization joined the RRG and explains all the benefits
her organization has gotten out of participating. Specific topics will include financial benefits of ownership, insurance availability, quality improvement
initiatives, benchmarking, education sessions, peer group interaction and access to grant. As part of the presentation she will also talk specifically about
the recent safety initiative in the obstetrics department of her organization that her hospital has participated in which is sponsored by the RRG. The
primary session speaker will be joined by the RRGs administrator who will be able to address technical questions.
SPEAKERS Pamela Burger chris Brucciani
Chief Risk Officer
Baystate Health
Vice President, Underwriting
Premiere Insurance Management Services, Inc.
ART Program Provides Innovative Health Care Cost Containment
Solution for Self-Insured Employers
This case study-style presentation will detail how an existing alternative risk transfer program works in conjunction with multiple individual self-insured
health plans that are pooled together to better control health care costs. Attendees will learn exactly how this program is structured and what the
specific results to date.
SPEAKER
Steve Heussner
President
American Construction Benefits Group
Using a Captive to Reduce Your Workers’ Compensation Costs
This session will describe how and why many companies are utilizing captives to fund a layer of their workers’ compensation financial risk exposures.
The panel will include the risk management director of a Fortune 500 company that operates such an ART program as well as experts on managing
workers’ compensation costs within self-insured corporate structures.
SPEAKER Nicolas Deparday Additional Speakers to be announced.
Director of Insurance & Risk Management
Michelin North America, Inc.
Affordable Care Organizations (ACOs) – New Opportunities for Captives?
The recently-passed Patient Protection and Affordable Care Act (PPACA) enables the formation of Affordable Care Organizations as alternative health
care delivery structures. This session will provide a general ACO overview, a summary of ACO regulations (expected to be published prior to the
conference) and explore how ACOs may be able to utilize captives and/or risk retention groups to as part of their financial risk management planning.
SPEAKEr
To be announced.

Presented by:
HealthcareTRack
Self-Insured Health Plans for Beginners
This session has been designed for employer representatives interested in learning the basics about self-insured group health plans and how
to determine whether self-insurance is a viable option for their organizations. The content will also be useful to individuals working for industry
service providers who may need to brush up on self-insurance basics.
SPEAKER
Debi Hardwick
President & CEO
Coastal TPA, Inc.
Health Care Reform – The Self-Insured Employer Perspective
By the date of the conference, it will be about a year since regulations began to implement the Patient Protection & Affordable Care Act
(PPACA). With a year of experience behind us and further changes to the health care system still scheduled to be phased in, we have
assembled a panel of self-insured employers to share their perspective on how PPACA has affected their group health plans and what they
anticipate for the future.
SPEAKERs Chris Mangelsdorf Philip Healy
Risk & Benefits Manager
Martin Sprocket & Gear, Inc.
Mark Hopkins
Sr. Director, Compensation, Benefits & HRIS
Mohawk Industries, Inc.
Executive Director
A.W.A.N.E.
Additional panelists to be announced.
Health Care Reform – The TPA Perspective
By the date of the conference, it will be about a year since regulations began to implement the Patient Protection & Affordable Care Act
(PPACA). With a year of experience behind us and further changes to the health care system still scheduled to be phased in, we have
assembled a panel of leading TPA executives to share their perspective on how the PPACA has affected their businesses and what they
anticipate for the future.
SPEAKERs Tom Byrd todd Archer
President & CEO
Group Resources, Inc.
President
Mutual Assurance Administrators
Kathy Major
Jim Pennington
President
President
Innovanté Benefit Administrators, a division of HealthTrans Healthsmart
Builder Constructs Model Self-Insured Employee Health care Plan
Attendees will hear the interesting story how a leading building construction company has improved its self-insured group health plan (covering
1,300 employees) over the past few years to keep costs flat while still adhering to a company philosophy of a no cost plan for employees.
These improvements include saving over $1m in prescription costs, an on-site medical clinic, changes in the provider network and a robust
wellness program.
SPEAKER
Richard Condit
Senior Vice President & Chief Administrative Officer
The Sundt Companies, Inc.
800.851.7789 | www.siia.org

Health Care Reform – The Stop-Loss Insurer Perspective
By the date of the conference, it will be about a year since regulations began to implement the Patient Protection & Affordable Care Act
(PPACA). With a year of experience behind us and further changes to the health care system still scheduled to be phased in, we have
assembled a panel of leading stop-loss insurance executives to share their perspective on how the PPACA has affected their businesses and
what they anticipate for the future.
SPEAKERs Craig Kelbel Michael Fry Daniel Lebish
CEO Senior Vice President Chairman & CEO
HCC Life Insurance Company, Inc. Symetra Financial HM Insurance Group
willard (Bill) Knarr
President & CEO
One America/RE Moulton, Inc.
michael E. Shunney
Senior Vice President & General Manager
Sun Life Financial
Medical Devices and other Provider Mark Ups – Challenges and Solutions
for Self-Insurers to Better Negotiate Lower Pricing
It has been determined that hospitals and other provider organizations often incorporate huge price mark-ups for medical devices, which inflate
health care costs for self-insured employers. Learn more about this mark-up practice and negotiation approaches intended to produce more
equitable reimbursement arrangements.
SPEAKERs Debi Kelbert Joseph Hodges
Claims Administrator
President
Dart Container Corporation
Inetico, Inc.
How Well is Too Well? – A Look at the Future of Wellness Programs and Restrictions
Placed on Incentives
One of the keys to cost containment is a wellness program for plan participants. Today, many employers provide incentives to employees
for participation in wellness programs designed to lower health care costs, reduce absenteeism, and improve employee health. Wellness
programs, however, are subject to various laws such as HIPAA, PPACA, and GINA. As a result, the provision and management of a wellness
program can be a complicated legal nightmare. This session will help you navigate these stormy waters and achieve true wellness.
SPEAKER
Adam V. Russo, Esq.
Chief Executive Officer
The Phia Group, LLC
The “Top 10” Compliance Issues for Self Insured Plans, Plan Sponsors, Administrators
and Other Benefits Professionals
We have seen a flurry of new health and welfare related laws, regulations and litigation over the last two years. It has become increasingly
difficult for plan sponsors, administrators and other benefit professionals to keep up with the myriad of new “rules”. A top legal expert puts all
the new rules into a blender and pulls out the top 10 compliance issues that affect self insured plans, plan sponsors, administrators and benefits
professionals. The “Top 10” presentation will address regulatory compliance issues, pressing trends in litigation, state health care reform,
reporting and disclosure issues and other significant issues, including the following questions:
• Can I just match my mental health/substance co-pay to my specialist physician office copay?
• When can our health plan ask for genetic information?
• What are the key issues that every service agreement between an employer and a third party administrator should address?
• How do wellness incentives impact my grandfather plan status?
• Do external reviews for self-insured plans apply to more than medical necessity determinations?
SPEAKER
Ashley Gillihan
Attorney
Alston & Bird, LLP
Self-Insured Health Plans for the Smaller Employer
With the recent passage of the health care reform legislation, there has been more interest than ever by smaller employers (50-500 employees)
considering self-insured group health plans. This session will provide on overview of effective self-insurance strategies specifically for smaller
employers. The presenter will also discuss common pitfalls and complications faced by smaller employers when considering self-insurance.
SPEAKER
Kent Boyer
Executive Vice President
Wells Fargo Insurance Services

Presented by:
HealthcareTRack
Continued
Targeting Unnecessary Medical Spend: A Treatment Decision Support Study
According to some reports, up to 30% of care delivered in the U.S. may be unnecessary, and the impact on health outcomes and medical spend is
dramatic. Consumers play a critical role in overcoming this challenge. However, they often lack the support and resources they need to make an informed
medical decision. Treatment decision support programs empower consumers with objective medical information that helps them partner with their provider
to make better decisions, saving everyone health care dollars. In this session, review a new study of national employer groups which demonstrates
the savings generated from treatment decision, discover how key demographic attributes impact consumer engagement in treatment decision support
programs and understand the role treatment decision support programs can play in generating health care value for employers and health plans.
SPEAKER
800.851.7789 | www.siia.org
Thomas Knabel, MD
Vice President of Healthcare Informatics Consulting
Ingenix Consulting
Does Your Self-Funded Health Plan Pass Nondiscrimination Muster?
Identifying and Correcting Potential Tax Issues in Your Plan Design
Although the provisions in Section 105(h) of the Internal Revenue Code – which prohibit offering more favorable eligibility terms and benefits
under a self-funded group health plan for employees deemed “highly-compensated” without adverse tax consequences - have been in place
for decades, these nondiscrimination concepts have received renewed scrutiny with the passage of health care reform and the extension
of Section 105(h) concepts to fully-insured health plans. This session will break down the nondiscrimination requirements of Section 105(h)
applicable to self-funded health plans, as well as review the potential penalties for noncompliance. The session will also offer practical
approaches for identifying and correcting potential nondiscrimination issues. Finally, this session will offer insight into relationship between
Section 105(h) requirements and the extension of these requirements to fully-insured health plans in light of health care reform.
SPEAKER
Catherine Stowers
Senior Attorney
Kreig DeVault LLP
Medical Stop-Loss Market Trends – A Review and Preview
A panel of leading independent stop-loss marketplace analysts discusses major trends witnessed during 2011 and previews what is on the horizon
for 2012. Specific topics will include organic growth, mix of business, claims experience (cat cases, etc.), use of captives, carve outs (transplant,
neonate, etc.) types of networks and network contracting. Session time will be reserved for the panel to take questions from the audience.
SPEAKERs David Wilson Horace F. Garfield
Partner
Windsor Strategy Partners
President
AEGON Alliances, Inc.
Self-Insured Employer Embraces Innovative CDH Strategies
This case study-style presentation will describe how a mid-sized self-insured employer has incorporated and integrated innovative consumerdirected
health care (CDH) strategies, which have produced tangible results as measured by a healthy and productive workplace. Specific
topics will include wellness programs, on-site medical care and disease management approaches.
SPEAKER
Mark Hopkins
Senior Director, Compensation, Benefits & HRIS
Mohawk Industries, Inc.
Leveraging PPO Value for the Self-Insured Employer and TPA
SIIA’s Health Care Committee is working to develop recommendations on how to better leverage the value that preferred provider organizations
(PPOs) provide to self-insured employers and their TPAs. This “working” session will provide a forum to present these recommendations and solicit
feedback from attendees in an informal, roundtable-style setting. Based on this dialogue, the association will explore ways to use this information in
a way that will be helpful to employer, TPA and PPO members.
SPEAKERs Representatives of SIIA’s Health Care Committee

Self-Insured Health Plan Innovations in a Public Sector and Political Environment
Making changes to self-insured group health plans are especially complicated in the public sector due to collective bargaining and political
considerations. This session will prove an interesting case study report on how a large teacher’s union embraced innovative changes to their
health plan, which have proven to keep costs down with improving access to treatment.
SPEAKER
Mickey Hall
Director of Budget and Finance
Wilson County Board of Education
Health Care TPAs and Stop-Loss Carriers/MGU Roundtable Discussion
This will be a moderate roundtable discussion session designed to facilitate a free exchange of questions and comment about the latest “hot
topics” of interest to TPAs and stop-loss/MGU company executives.
moderatoR
Richard Ritchie
President
RICS
Healthcaremini-TRack for Brokers
Self-Funding 201/Stop Loss 101
This session will cover the essentials of self-funding with an emphasis on stop loss basics including:
• How to assess whether a group is a good candidate for selffunding
• Stop Loss quote process and what you need to know in order to
• Stop Loss product options and what’s best for your client
• How to sell self-funding – what is the value proposition
communicate to your client
• Onboarding considerations once the group decides to self-fund – • Stop Loss policy overview – things to look out for
do’s and don’ts
SPEAKER
Maria K. Iarossi
Area Vice President, Client Development
Gallagher Benefit Services, Inc.
Case Studies/Lessons Learned
This session is designed to give attendees real-world examples of good and bad experiences of selling, implementing and servicing self-funded
groups. Speakers will represent the perspectives of the MGU, TPA and carrier.
SPEAKERs Eric C. Ludwig rAchel Miller (Invited)
President
Interactive Medical Systems
Jim Clark
Director of Marketing
International Specialty Underwriters, Inc.
Vice President - Medical
Fairmont Specialty, a Div. of Crum & Forster
Juli S. Warren
Senior Manager
Blue Cross Blue Shield Florida
Broker Panel
This session will give attendees exposure to best practices as heard from the experts on the front-lines. This will be an interactive session with the
presenters to assist your understanding as to why these experts do what they do.
SPEAKERs Maria K. Iarossi denise A. Doyle mArk Bailey
Area Vice President, Client Development President Bailey Group
Gallagher Benefit Services, Inc. Stop Loss Insurance Brokers, Inc. (Invited)
Adding Value
Health Care Reform is driving changes in how minimum loss ratios are calculated and will drive changes in how brokers are compensated. There
has never been a better time to develop new strategies for adding value to your clients while becoming an expert in how to drive cross selling of
ancillary lines and other diversified product opportunities. Creative compensation approaches will be explored within the context of what is working
in the market now and future opportunities.
SPEAKER
Elizabeth Midtlien
Senior Vice President
Star Line Group

InternationalTRack
International Employee Benefit Management Strategies
for Mid-Sized Companies
An ever increasing number of mid-sized companies face unique challenges as they try to develop, implement and manage employee benefit
plans to match up with increasingly global operations. A leading industry expert will describe these challenges and how such companies can
best leverage their limited staff by engaging the expertise, processes, technology and information resources to effectively address the employee
benefit requirements of a geographically diverse workforce.
SPEAKER
Patrick G. Hickey
Managing Director, National Practice Leader
International Employee Benefits
Wells Fargo Insurance Services USA, Inc.
Self-Insured Employer Says Yes to Medical Travel Option
Over the last few years, many self-insured employers have been introduced to the concept of medical travel as viable strategy to reduce health
care costs for certain treatments. In this session, a representative of a self-insured employer with more than 3,000 plan participants will discuss
how they evaluated the medical travel option and explain why they ultimately decided to incorporate a medical travel option into their health
plan. The presenter will also discuss how this option was communicated to employees and how it has been received thus far. This is one of
the first true medical travel case study presentations specifically from a self-insured employer’s perspective.
SPEAKER
Thomas Showalter
Human Resources Director
Chenega Corporation
The Evolution of Multinational Benefits Pooling Networks
This presentation will discuss networks that have been in place for over 50 years, controlling more than $5B in insurance placements. Despite
their long history, networks are experiencing profound change in structures and partnership arrangements in the past 12-18 months driven by
AIG issues/changes as well as recognition by major global life carriers of opportunities in this space. A leading industry expert will comment
on how these networks have evolved and provide an up-to-the-minute description of what they look like now.
SPEAKER
Greg Arms
Global Head, Employee Benefits Practice
Marsh, Inc.
Solvency II – Implications for U.S-Based Companies and Insurance Entities
This introductory-level session will provide an overview of how the European Union’s existing insurance solvency regulations will be updated
and modernized effective January 1, 2013 through Solvency II and what this sweeping development means for U.S. based insurers/selfinsurers,
as well as U.S. subsidiaries with parent companies based in the EU. Specific implication topics will include capital position, product
strategy, ERM framework, risk culture and technology applications.
SPEAKER
Les Boughner
Executive Vice President & Managing Director
Willis North American Captive & Consulting Practice
800.851.7789 | www.siia.org

A Primer on Global Health Care
This session will provide attendees with a general overview of global health care and how U.S.-based employers can utilize this strategy to
better contain health care costs while providing expanded treatment options for plan participants. Specific topics will include an assessment
on international medical facilities, the specifics around purchasing low-cost employer and employee medical travel liability policies, and the
integration points for medical travel benefits, regardless of specific health plans.
SPEAKER
David Boucher
President & Chief Operating Officer
Companion Global Healthcare, Inc.
I have been attending the SIIA
National Conference & Expo for
the past several years because I
am able to connect with decision
makers from around the world. If
your company is involved in the
self-insurance market on a global
basis, or would like to be, you
really need to be at SIIA.
– Dr. Edward Watson,
Executive Chairman Medtral New Zealand

Presented by:
Workers’
CompensationTRack
The ADA Amendments Act of 2008 – Implications for Workers’
Compensation Self-Insurers
When the Americans with Disabilities Act (ADA) was passed in 1990 it represented a significant change in the way employers recruited,
interviewed, evaluated, hired and promoted persons with disabilities. The law had an unexpected and significant impact on workers’
compensation and disability management return-to-work programs. From pre-offer medical examinations to wrongful termination and failure to
accommodate disabled workers, the ADA changed the way that employers conducted disability management with their injured employees.
The ADA has now been amended and the updated version creates new compliance challenges for workers’ compensation self-insurers. The
top industry expert on this topic will provide an overview of key ADA changes with a specific focus on return-to-work programs.
SPEAKER
Dr. Richard Pimentel
Senior Partner
Milt Wright & Associates, Inc.
The ADA Amendments Act of 2008 – A Compliance Action Plan for
Workers’ Compensation Self-Insurers
This will serve as a follow-up session on the amended ADA. Participants will learn how to modify existing return to work programs to be
consistent with the new ADA compliance requirements – and avoid large financial penalties currently being levied by the Equal Employment
Opportunities Commission (EEOC).
SPEAKER
Dr. Richard Pimentel
Senior Partner
Milt Wright & Associates, Inc.
Wounded Warriors – Keeping Them Safe Now That They Are Back
Every day, many of our brave men and women fighting in Iraq and Afghanistan return from deployment looking to get back to their jobs or
seeking first-time civilian employment. Post traumatic stress disorder and traumatic brain injuries present very real challenges for safety and
production supervisors. Returning veterans have a higher than average accident and injury rate. Safety programs need to target returning
veterans for tailored safety training. Dr. Pimentel, with his vast knowledge of the workers’ comp arena coupled with his experience as a war
veteran, will bring you insight and strategies to honor these war veterans by successfully bringing them into your organization and helping them
return to civilian life.
SPEAKER
Dr. Richard Pimentel
Senior Partner
Milt Wright & Associates, Inc.
Utilizing Social Media to Investigate Workers’ Compensation Claims
Self-insured employers are increasingly looking at utilizing social media as an additional avenue to investigate workers’ compensation claims.
While it’s possible to collect a wealth of information through Facebook, MySpace, LinkedIn and other social media sites, there is a right way
and wrong way to conduct on-line investigations in order to ensure that the discovery process is not compromised. The co-author of Social
Networking and Workers’ Compensation Law at the Crossroad will share her unique expertise on this timely topic.
SPEAKER
Jaclyn S. Millner
Attorney
Fitch, Johnson, Larson & Held
800.851.7789 | www.siia.org

TPA Compensation Practices – Perspectives on Transparency, Disclosure
and Practicality
This panel presentation will include representatives from both third party administrators and workers’ compensation self-insurers who will discuss
the differing approaches to how TPAs should be compensated for their services. Time will be reserved at the end for questions and comments
from the audience, so this promises to be a particularly lively and interactive session.
SPEAKERs Kenneth F. Martino Judie Tsanopoulos
President & CEO
Broadspire
Director of Workers’ Comp & Loss Control
St. Joseph Health System
Pam Ferrandino
Executive VP & Casualty Practice Leader
Willis North America
cArla Wynn
Director, Workers’ Compensation
Aramark
Emil Bravo (Invited)
Executive Vice President
Gallagher Basset Services, Inc.
Major University System Innovates to Slash Workers’ Compensation Costs
The University of California, with more than 170,000 employees, has been able to reduce workplace injuries by 47% over the last five
years through the implementation of its internally developed Be Smart About Safety program. This program empowers individual campuses to
propose their own specific workplace safety initiatives and then “apply” for funding to implement these initiatives. This approach has created
a sense of “ownership” among the individual campuses to take control of their workers’ compensation claims, with the University establishing
performance targets and rewarding the best performing campuses. The creator and current director of this innovative program describes how it
operates and how it can be adapted for private sector workers’ compensation self-insurers with multiple business unit locations.
SPEAKER
Grace M. Crickette
Chief Risk Officer
university of California
Group Fund Provides Workers’ Compensation Self-Insurance Solution
for Small- and Mid-Sized Companies
For companies not large enough to self-insure their workers’ compensation liabilities, there can be another option - participate in a group
workers’ compensation fund where costs and risks are pooled with other small and mid-sized employers. This session will tell the story about
one of the largest and most successful group funds in the country to help attendees understand this self-insurance solution.
SPEAKERs Shelly Brotzge Pete Proffer
Account Manager
Midwest Employers Casualty Company
Owner
Midwest Risk Management Services, Inc. (MRMSI)
Leonard Wiggins
Board Chairman
Arkansas Self-Insurance Trust (ASIT)
Alan McClain
CEO
Arkansas Workers’ Compensation Commission
The Holistic Approach to Managing Workers’ Comp Costs
The best run self-insured workers’ compensation programs recognize that equal attention needs to be paid to preventing injuries before
they happen, as well as effectively managing claims once injuries do occur. This session will profile how a leading retail/grocery company
has successfully embraced such a “holistic” approach by focusing on and connecting both front end and back end program management
strategies and related employee communication initiatives.
SPEAKER
Beth Rau
Risk Manager
Fry’s Food & Drug Stores

Presented by:
Workers’
CompensationTRack
Continued
How Obesity, Smoking and Alcohol is Spiking Your Workers’ Comp Costs
Wellness programs effect have been well documented and their long term affects on Group Health Plans. Participants will walk through how
a wellness program can actually impact a workers’ compensation program, uniquely addressing how there are short and long term outcomes.
Learn about a pioneered post-accident program that specifically targets injured workers’ compensation morbidities that can be inhibitors to a
return to work. Obesity, smoking and diabetes can delay a return to work. Whether you are responsible for workers’ compensation or your
organizations health plan, you can pick up insights on how to better your program.
SPEAKER
Avrom Simon, M.D., MPH, CPE
Medical Director
MCM Solutions for Better Health
Cost Containment in the Hot Zone, Part I: The TPA Blueprint Process
California is the hot zone for Work Comp claims costs. Medical costs on indemnity claims are up 60% since 2005. The TPA Blueprint process
is the model for creating a self-insured-TPA partnership that can take the heat and produce better outcomes
SPEAKER
Barry Bloom
Consultant
Cost Containment in the Hot Zone, Part II: Clinical and Litigation
Management on the Leading Edge
California is the hot zone for Work Comp claims costs. Medical liens are tying up the system. Litigation is racing ahead of national averages.
Erosion and rollbacks of the 2004 reforms are underway. This session will introduce and review leading edge clinical and litigation
management programs that help employers have positive cost containment
in a treacherous environment.
SPEAKER Barry Bloom Additional Speakers to be announced.
Consultant
Hot Topics for Workers’ Compensation Self-Insurers
This will be a moderated roundtable discussion designed to encourage a free exchange of questions and comments about the latest “hot
topics” of interest to workers’ compensation self-insurers an informal setting.
moderatoRs Duke Niedringhaus Charlie Caldwell
Vice President
J.W. Terrill, Inc.
President & CEO
Midlands Management Corporation
800.851.7789 | www.siia.org

I was a first time attendee last
year and had a very positive
experience. The educational
sessions provided me a unique
opportunity to learn about
successful health plan management
strategies from other self-insured
employers and the exhibit hall was
truly impressive.
– Tom Yopp, Senior Vice President
Hendrick Automotive Group, Inc.
We rely on SIIA’s National
Conference & Expo for timely
educational content and to provide
a forum where we can connect
with other industry players and
business partners under one roof.
– Elliot Cooperstone, CEO
Meritain Health
Dart Container Corporation is
self-insured for medical, dental
and workers’ compensation
benefits. We also have both an
on-shore and off-shore captive
which we utilize for benefits and
other corporate risk exposures.
The SIIA National Conference
and Expo is the most important
industry event we attend each year given that it pulls
together all of the educational content and networking
opportunities we need under one roof.
– Dan Ide, Risk Manager
Dart Container Corp.

GolfTournament
Play it for yourself and see what everyone
is talking about – Voted one of the Top 75
Resorts in North America by Condé Nast
readers, voted Best Courses You Can Play by
Golfweek Magazine, voted America’s Top
Golf Courses by Zagat, voted World’s Best
Golf Resorts for Family Trips and Best Resort
Course in the Southwest by Travel & Leisure
Golf Magazine and so much more!
Wildfire Golf Club is situated in the rugged
Sonoran Desert of Northeast Phoenix, and
features two picturesque 18-hole courses
designed by two of golf’s greatest legends--
Arnold Palmer and Nick Faldo.
The Palmer Signature Course at Wildfire Golf
Club offers scenic and expansive fairways
allowing the ball to remain in play even on
an errant shot. The Faldo Championship
Course features generous fairways,
large bent grass greens and tee boxes.
Surrounding both courses are the majestic
McDowell Mountains and century-old
saguaro cacti, providing a spectacular setting
for golfers.

As this year’s SIEF Golf Tournament Chairwoman, I would
like to personally invite you to participate in this year’s event.
Tournament proceeds will help The Foundation continue
its important work of developing educational initiatives that
benefit the self-insurance/ART industry, so make plans to join
us in this spectacular location! Enjoy a great round of golf
while supporting a great cause. I look forward to seeing you
in Phoenix.
You are cordially invited to participate in this fundraising
event to benefit the Self-Insurance Educational Foundation
(SIEF). Don’t miss this exclusive opportunity to better
your handicap, refine your putting skills and support the
foundation dedicated to ensuring the development of
tomorrow’s leaders in the self-insurance/ART industry. The
SIEF Golf Tournament Fundraiser, scheduled on opening
day of SIIA’s National Conference & Expo, is open to all
conference registrants and promises to be an excellent
opportunity to network with executive-level industry
colleagues and peers.
Player Information
Date: Sunday, October 9, 2011
Registration: 7:00 am – 8:00 am
Shot-Gun Start: 8:00 am
Tournament Play: 8:00 am – Noon
Lunch: Noon – 1:00 pm
$500 per person
$1,800 per foursome
Includes: Greens Fees for 18 Holes, Golf Cart,
Continental Breakfast, Beverages, Post-Tournament Lunch
and Various Prizes
Please return completed form with payment to:
SIEF
P.O. Box 1237
Simpsonville, SC 29681
Fax to 864.962.2483
Contact Name ______________________________________________________________________________________
Title_______________________________________________________________________________________________
Company Name_____________________________________________________________________________________
Address_ ___________________________________________________________________________________________
City___________________________________________________________ State__________ Zip___________________
Telephone___________________________________________ Fax_ ___________________________________________
E-mail_______________________________________________ Website________________________________________
Player Registration
One Player – $500
Player’s Name ____________________________________
Payment Information
Enclosed is my check made payable to SIEF in US funds.
Please charge the following:
Avg/Hcp________________________________________ Visa Mastercard American Express Discover
Club Rental: No Yes If yes: Right-hand Left-hand Card No._________________________________________
Foursome – $1,800 Foursome pairing will be handled by tournament director. Name on card_____________________________________
Name’s of Players
Avg/Hcp Exp. Date_________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
____________________________________________________
VAL Code (MC, Visa, Discover – 3 digits on back; Amex – 4 digits on card front)
Billing Address_____________________________________
City______________________ State_____ Zip___________
Authorized Signature_________________________________
Date_____________________ Total____________________
Cancellation Polic y: Written cancellations postmarked or faxed on or before September 9, 2011 will receive a refund of 50% of the registration fee. All cancellations postmarked or faxed after September 9, 2011, are
nonrefundable; however, substitutions are permitted. Because this is a fundraising event, no refunds will be given should the tournament be rained out. Note: Credit card payments will be processed through SIIA with funds
transferred directly to the Foundation. Please consult with your tax advisor regarding the tax deductibility of your participation in this event.

Hotelinformation
5350 E. Marriott Drive
Phoenix, AZ 85054
(800) 835-6206
www.jwdesertridge.com
$269+tax per night
The luxurious J.W. Marriott Desert Ridge Resort &
Spa will be the host for SIIA’s 31st Annual National
Educational Conference & Expo. J.W. Marriott Desert
Ridge Resort & Spa provides luxury, unparalleled
service, endless recreation and exquisite dining.
This desert mountain luxury hotel near Phoenix
has Arizona’s largest ballroom, a pampering spa,
outstanding restaurants and championship golf.
Upon arrival, you’re greeted with an expansive grand
lobby, splashing fountains, stunning floor-to-ceiling
windows, sparkling waterways and majestic palmlined
pathways. Resort suites and hotel rooms include
views, signature bedding and balcony or patio. Come
experience Arizona resort grandeur in the mountains of
Phoenix -- J.W. Marriott Desert Ridge Resort and Spa
-- where the elements meet.
Overflow Hotel
Xona Resort Suites
7677 E. Princess Blvd.
Scottsdale, AZ 85255
(888) 222-1059
www.xonaresort.com
Rooms starting at $199 + tax per night
800.851.7789 | www.siia.org

Hospitality
Suites
Hospitality suites opportunities are
available to sponsoring and exhibiting
companies on Sunday 10/9 and
Monday 10/10. Entertain attendees,
clients and friends in a more social
atmosphere. For more information on hosting
a Hospitality Suite, visit www.siia.org.

Registrationinformation
Prior to June 24, 2011 After June 24, 2011
Employer/Self-Insured Entity
SIIA Member $295 $350
SIIA Member Additional $250 $295
Non-Member $450 $495
Industry Service Provider
SIIA Member $850 $995
SIIA Member Additional $695 $750
Non-Member $1,295 $1,395
*For groups of 6 or more please contact SIIA Headquarters for discounted group
pricing information at 800.851.7789.
EMPLOYER/SELF-INSURED ENTITY
Self-Insured Entity is defined as an organization that is self-insured
for group health care and/or workers’ compensation, or is a
captive insurance company/risk retention group. This also includes
employers considering self-insurance/captive insurance. Selfinsurance
industry service providers including but not limited to,
TPAs, MGUs, & captive management companies do not qualify
for this registration rate even if their organization is self-insured.
Registrations submitted by service providers selecting the employer
rate will not be processed.
INDUSTRY SERVICE PROVIDER
Industry service provider is defined as any organization that
provides a product or service to the self-insured, fully insured or
alternative risk transfer marketplace. This includes, but is not limited
to TPAs, MGUs, and captive management companies.
MEMBER ADDITIONAL
Member additional rates are available to the second and any
subsequent registrations from the same member organization.
MEMBERSHIP & REGISTRATION FEES
SIIA memberships belong to the company, not the individual and
are listed in the name of said company. Membership rights and
privileges do not extend to subsidiary companies. Special affiliate
memberships are available. Call SIIA Headquarters for details at
800.851.7789.
800.851.7789 | www.siia.org
HOST HOTEL INFORMATION
JW Marriott Desert Ridge Resort & Spa
5350 E. Marriott Drive
Phoenix, AZ 85054
Phone: 800.835.6206
www.jwdesertridgeresort.com
Note: Only full conference registrants are eligible to reserve rooms
at the host hotel.
OVERFLOW HOTEL INFORMATION
Xona Resort Suites
7677 E. Princess Blvd.
Scottsdale, AZ 85255
Phone: 888.222.1059
www.xonaresort.com
Hotel reservations at the host hotel and the overflow hotel must be
made through SIIA. Accommodations will be made on a first come,
first serve basis, based on availability. Hotel reservations will only
be confirmed for paid conference registrants. You will receive hotel
confirmations directly from the hotel.
REGISTRATION CONFIRMATION
Conference registration will be sent via email from SIIA
Headquarters within two weeks of receipt of your form.
SPECIAL SERVICE CLAUSE
If you require special accommodations to fully
participate, please attach a written description of
your needs to your registration form.

Registrant Information
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.
Full Name____________________________________________
First Name for Badge____________________________________
Title_________________________________________________
Company _ ___________________________________________
Address_ _____________________________________________
City ______________________ State_____ Zip______________
Phone _____________________ Fax_______________________
E-mail________________________________________________
Is this your first SIIA National Conference? ❑ Yes ❑ No
Registration Payment Information
Please select registration level: (fee schedule on previous page)
❑ Employer/Self-Insured Entity (Do not select this option unless
your company fits the definition provided on previous page)
Industry Service Provider
Total amount due $____________________________________
Enclosed is my check made payable to SIIA in US funds in the
amount of $_ _______________________________________
❑ Please charge the following: ❑ VISA ❑ MC ❑ Amex ❑ Discover
Credit Card Number____________________________________
Name on Card ________________________________________
Billing Address_ ________________________________________
City ______________________ State_____ Zip______________
VAL Code_____________________________________________
(MC, Visa, Discover—last 3 digits on card back; AMEX—4 digits on card front)
Signature____________________________ Exp Date ____ /____
3 Easy Ways to Register
1. Fax your registration to:
864-962-2483
2. Mail your registration to:
SIIA, P.O. Box 1237
Simpsonville, SC 29681
3. Online www.siia.org
❑ ❑
Hotel Reservation
No Yes Will you need hotel reservations?
(If yes, continue below)
Hotel reservations can only be made by completing this form. Only
FULL conference registrants may secure hotel reservations at the host
hotel. All other conference registrants will be placed at the overflow
hotel, at the room type/rate available at that time. Accommodations
will be made on a first come, first served basis.
❑ JW Marriott Desert Ridge Resort* - $269 + 13.27% tax = $304.70
*Full conference registrations only.
❑ Xona Resort - King Suite - $219 + 13.27% tax = $248.06
❑ Xona Resort - 2 Bedroom Suite - $350 + 13.27% tax = $396.45
❑ Xona Resort - Traditional - $199 + 13.27% tax = $225.41
Please check appropriate box below for type of accommodations
required: ❑ King ❑ ❑ Double/Double (Hotels are non-smoking)
Rooms reserved after September 13, 2011 will be made on a space
and rate availability only.
Arrival Date___________________________________________
Departure Date_________________________________________
Marriott Rewards #_____________________________________
Guarantee Hotel Reservation
Payment for one night’s lodging is required to secure hotel
reservations. Hotel Reservations will be made based on availability.
❑ Enclosed is my check payable to my chosen hotel for one night’s
lodging. Please send the check to SIIA with this registration form.
❑ Please charge the same account number in the payment
information section.
❑ Charge a different account: ❑ ❑ VISA ❑ ❑ MC ❑ ❑ Amex ❑ ❑ Discover
Credit Card Number____________________________________
Name on Card________________________________________
Billing Address _____________________________________
City ______________________ State_____ Zip______________
VAL Code_____________________________________________
(MC, Visa, Discover—last 3 digits on card back; AMEX—4 digits on card front)
Signature____________________________ Exp Date ____ /____
IMPORTANT: You will receive confirmation of your conference registration via e-mail
from SIIA Headquarters within two weeks from receipt of your form. If you do not
receive registration confirmation within two weeks, please contact Michiale Machado at
800.851.7789.
You will receive confirmation of your hotel reservations via e-mail directly from your chosen
hotel. Once confirmation has been received from the hotel, please contact the hotel directly
regarding reservation cancellations or changes. One night’s lodging and tax will be charged
to the credit card provided upon receipt of registration. To avoid charges, cancellations for
accommodations must be received by the hotel 48 hours prior to arrival date.
Cancellation Policy: Written cancellations postmarked or faxed on or before September 9, 2011 will receive a refund of 50% of the registration fee. Due to hotel and staffing commitments, all
cancellations postmarked or faxed after September 9, 2011, are non-refundable and cannot be transferred to other SIIA functions; however, substitutions are permitted.

P.O. Box 1237
Simpsonville, SC 29681
31st Annual Self-insurance Institute of America, Inc.
National Educational Conference & Expo
J.W. Marriott Desert Ridge Resort & Spa • Phoenix, AZ • October 9-11, 2011