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2015 IBI Annual Forum 

Maintaining a Healthy, High-Performing and Productive Workforce 

in a Rapidly Changing Environment 

SAN FRANCISCO | MARCH 16-18, 2015

Welcome to the 2015 IBI Annual Forum 

Maintaining a Healthy, High-Performing and Productive Workforce 

in a Rapidly Changing Environment 

SAN FRANCISCO | MARCH 16-18, 2015 

The Fairmont, 950 Mason Street, San Francisco, CA 94108 

Contents 

About IBI .................................................................................................2 

Welcome Letter.....................................................................................3 

IBI Board of Directors ..........................................................................4 

Schedule of Events ...............................................................................5 

Hotel Map .............................................................................................14 

List of Speakers ................................................................................... 15 

Speaker Biographies........................................................................... 17 

Program Sponsors ............................................................................. 38 

Notes ..................................................................................................... 45 

Integrated Benefits Institute 

595 Market Street, Suite 810 

San Francisco, CA 94105 

tel. 415 222 7280 

fax. 415 222 7281 

info@ibiweb.org 

ibiweb.org 

About IBI 

The Integrated Benefits 

Institute’s work emphasizes that 

healthy, productive employees 

promote healthy business. 

As the leading research organization in health and 

productivity, the Institute provides the data, research and 

tools professionals need to make sound decisions on how 

they invest in the health of their workforces. Since 1997, 

IBI has been an independent nonprofit serving more than 

1,070+ members—the companies that provide health and 

productivity services and the companies that implement 

health-related programs to benefit their employees and 

their business. 

Our Research 

IBI is dedicated to research that showcases: 

•• 

Business value of workforce health. Linking workforce 

health to employee lost time, performance and business 

metrics. 

•• 

Better measurement. Improving measures of absence, 

health-related job performance and their financial 

impacts on employers. 

•• 

Practical evidence. Featuring employer case studies 

through our Knowledge Bank to show what’s working in 

the field. 

•• 

Employee engagement. Showing how employee 

engagement and the context of the workplace influence 

health, cost and productivity outcomes. 

2 2015 IBI Annual Forum Photo Credits—Cover: FlickrCC © PaulW / Page 2: iStock © ChuckSchugPhotography / Page 3: FlickrCC © Shelly Prevost

Dear Forum Attendee: 

Welcome to the 2015 IBI Annual Forum. We are pleased to host the Forum again this year at the Fairmont Hotel, one of 

San Francisco’s grandest. Enjoy our beautiful city. We have a variety of exciting new sessions, resources and events for our 

attendees, so I’d like to highlight a few items not to be missed. 

We’ve expanded the capability of our mobile Forum app this year, so be sure to download it. The app not only has all the meeting 

materials integrated into it, but the capability to connect you with all other attendees. After downloading the app by visiting 

app.core-apps.com/ibiforum15 or searching “IBI Forum” on your smartphone app store, you can personalize your session schedule, 

download presentation materials, and exchange contact information without having to walk around squinting at name tags. 

This year’s Forum will focus on a critical issue for employers and their supplier partners: given the rapidly changing healthcare 

environment, how can employers create and maintain a healthy, high-performing, at-work and productive workforce? We are 

especially fortunate to have such a wide variety of speakers joining us this year to address these critical issues. We’ve emphasized 

practical solutions that can be taken back to your offices and implemented, while also exploring innovative strategies that are 

pushing the envelope and helping the field evolve. 

In 2015, IBI is expanding ways to reach and engage with our members and we want the Forum to serve as a launching pad for our 

additional member initiatives. In addition to the Forum, members can look forward to seeing regional conferences, webinars with 

leading professionals, diverse case studies, industry-focused benchmarking groups, and research driven by member needs. 

We hope you enjoy the Forum and San Francisco to the fullest. I know it will create opportunities for you to learn, share, 

and grow in our common goal to improve the lives of our workforces and our businesses. 

Regards, 

Thomas Parry, Ph.D. 

President 


Welcome Letter 


3

IBI Board of Directors 

January 2015 

Abbvie 

Represented by Edward Scheidler 

Director, Health System Initiatives 

Aetna, Inc. 

Represented by Richard Feifer, M.D., 

MPH, FACP 

National Medical Director for National 

Accounts 

Allergan 

Represented by Kevin Mead 

Sr. Director, Corporate Accounts 

Anthem Life/Wellpoint 

Represented by Tracie Foster 

Director, Product Management and 

Business Development 

Aon Hewitt 

Represented by Deborah LaBonar, Ph.D. 

Leader, Absence Management Analytics 

Bank of America Corporation 

Represented by Jim Huffman 

Sr. V.P.—Global Benefits 

Bristol-Myers Squibb 

Represented by Christopher M. Dezii, 

RN, MBA, CPHQ 

Director, Healthcare Quality and 

Performance Measures 

Comcast Corporation 

Represented by Sabrina Davison 

Executive Director, Health & Welfare 

Benefits 

Cummins, Inc. 

Represented by Dexter Shurney, M.D., 

MBA, MPH 

Chief Medical Director / Executive 

Director Global Health and Wellness 

Employers Health Coalition, Inc. 

Represented by Bruce Sherman 

Medical Director 

Health Care Service Corporation 

Represented by Kevin M. Cassidy 

VP National Major Accounts 

Kaiser Permanente 

Represented by Jennifer Christian- 

Herman 

Executive Director, Healthworks Product 

Innovation & Evaluation 

Kraft Foods 

Represented by Kathy McAlpine 

Senior Director, Benefits 

Liberty Mutual Insurance Company 

Represented by Dan Lyons 

Vice President and Manager-National 

Accounts 

Marriott International, Inc. 

Represented by Jill Berger 

VP, Health and Welfare 

Mercer-Trion 

Represented by Phil Lacy 

Health & Productivity Practice Leader 

Pfizer, Inc. 

Represented by William S. Stafford 

Director, Employers 

Pinnacol Assurance 

Represented by Karyn Gonzales 

VP of Medical Operations & Healthcare 

Strategy 

Providence Health & Services Alaska 

Represented by Tammy Green, MPH, 

CHES 

Director, Well-being and Absence 

Management Providence Health & 

Services 

Prudential Financial, Inc. 

Represented by Eric Hamilton 

VP Product & Process, Small Business 

Segment 

Reliance Standard/Matrix Absence 

Management 

Represented by Paul Dube 

VP of Product Development. 

Safeway, Inc. 

Represented by Anita Weir 

Manager, Health Services 

Sanofi-Aventis 

Represented by Rick Ramos 

VP, US Market Access-PBM, SPP, 

Employer Segments 

Sedgwick Claims Management 

Services, Inc. 

Represented by Bradley Johnson 

EVP 

IBI’s Board of Directors 

includes the following 

leaders in health and 

productivity. 

Standard Insurance Company 

Represented by Melissa Harrison-Hiatt 

Senior Director, Absence Management 

Sun Life Financial 

Represented by Alexandra Dumont 

AVP, Product Management 

Target Corporation 

Represented by Michelle Steen 

Benefits Analyst Manager. 

The Hartford 

Represented by Michael J. Dunst 

AVP, National Practice Leader 

The Home Depot 

Represented by Lesley Leiserson 

Director, Benefits 

Towers Watson 

Represented by Mary Tavarozzi 

Towers Watson North America Practice 

Leader – Absence and Disability 

Management 

UnitedHealthcare 

Represented by Donald Potter 

Vice President, Client Relations 

USAA 

Represented by Christina Korona 

Executive Director, Time Off Programs 

4 

2015 IBI Annual Forum IBI Board of Directors

Schedule of Events 

Monday, March 16, 2015 

Time Activity Location 

1:00pm – 2:20pm 

2:40pm – 3:00pm 

3:00pm – 4:00pm 

4:00pm – 4:30pm 

Preconference: The Future of Health and Productivity in the U.S. 

• Thomas Parry, Ph.D., President, Integrated Benefits Institute 

• Chris McSwain, Chief Strategy Officer, Aason, LLC. 

• Gary Earl, Health & Well-Being Ambassador, Anthem Life/Wellpoint 

• Brad Johnson, EVP of Operational Strategy and Shared Services, Sedgwick 

• Kathy McAlpine, Senior Director, Benefits, Kraft Foods 

• Tammy Green, Director, Well-being and Absence Management, Providence Health 

& Services 

Today, there is more uncertainty than ever about how employers will manage workforce 

health and productivity. IBI’s Board of Directors met last summer to discuss the volatility 

of the health and productivity landscape and the diversity of employers’ options. This 

preconference workshop will focus on three aspects of the Board’s discussion: (1) forces 

influencing how employers manage workforce health and productivity, (2) implications 

for how employers with a more “traditional” approach to healthcare will proceed and (3) 

implications for how employers with a more “consumer-centric” approach will proceed. 

Former IBI Board Chairman Chris McSwain will moderate the panel; panel members will 

include Kathy McAlpine from Kraft; Gary Earl from Anthem-Wellpoint; Tammy Green from 

Providence Health Systems and Brad Johnson from Sedgwick CMS. The audience is invited 

to participate fully in the conversation. 

2015 Forum Begins 

Welcome and opening remarks by IBI President Dr. Thomas Parry. 

Plenary Session: Improving Workforce Performance in a Changing Work Climate 

• Thomas Parry, Ph.D., President, Integrated Benefits Institute 

• Kim Jinnett, Ph.D., Executive Vice President, Integrated Benefits Institute 

• Jamie Stalker, M.D., Division Director, Health and Employee Wellness Division, Argonne 

National Laboratory 

• Kathy Gerwig, Vice President, Employee Safety, Health and Wellness, Kaiser Permanente 

• Chris Chan, Innovation Imagineer, Mercer LABS 

• Shauna Bryngelson, Senior Consultant, Absence and Disability Management, Towers 

Watson 

To compete in an increasingly globalized marketplace, U.S. employers need a healthy, highperforming 

workforce. IBI’s forthcoming study, “The impact of health on job performance 

and productivity,” clarifies the relationship between employee health, work climate, job 

performance and organizational impacts from a series of employee and manager surveys. 

The presentation and subsequent panel discussion will address the impact of the work 

environment and other population health issues on business performance. Speakers will 

provide their perspectives on best practices aimed at workforce health and better job 

performance. 

Refreshment Break 

Sponsored by National Pharmaceutical Council 

Grand 

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5

Monday, March 16, 2015 (continued) 


4:30pm – 5:30pm 

5:30pm – 7:30pm 

Plenary Session: Synergy at Work: Private Exchanges and Workforce Performance 

• Bruce Sherman, M.D., Medical Director, Employer Health Coalition 

• Chris McSwain, Chief Strategy Officer, Aasonn 

• Mark Fendrick, M.D., Director, VBID Center, University of Michigan 

• Scott Rabin, Manager, RightOpt, RightOpt/Buck Consultants 

As employers consider the array of strategies and tactics used to control healthcare costs, 

private exchanges are emerging as a focal point. The role of private exchange offerings in 

workforce health and productivity management has not been explicitly determined, and is a 

subject of some debate. This session will share expert perspectives regarding the role that 

private exchanges may play in supporting workforce health management efforts. Each of the 

panelists has a unique perspective, and together will provide an insightful look at the role of 

private exchanges. By directly addressing the critical employer decision-making process, this 

presentation will summarize available research and describe how workforce health, wellbeing, 

and performance can be further enhanced in the setting of private exchanges. 

Forum Reception 

Enjoy a sweeping view of the city of San Francisco as we come together to network 

over cocktails and appetizers. 

Grand 

Ballroom 

Crown 

Room 

Tuesday, March 17, 2015 


7:15am Breakfast Sponsored by Liberty Mutual Grand 

Ballroom 

8:00am Opening Remarks by Mary Tavarozzi, IBI Board Chair Grand 

Ballroom 

8:15am – 9:15am 

9:15am – 9:45am 

Plenary Session: The Impact of Technology and Evolving Healthcare Delivery Models 

• Kimberly George, Senior Vice President, Senior Healthcare Advisor, Sedgwick 

• Stephen Shaya, M.D., Medical Director, J&B Medical Supply 

• Jennifer Christian-Herman, Ph.D., Executive Director, Healthworks Product Innovation & 

Evaluation, Kaiser Permanente 

• Charles Yarborough, M.D., President/Owner, CYHealthAssociates, LLC 

• Sri Mummaneni, M.D., Medical Director, Pratt & Whitney / Rocketdyne 

In the search for better access to quality healthcare in a changing landscape, there has been 

a strong focus on technological advancement. Technologies are being developed to maintain 

employee well-being as well as facilitate treatment and recovery when injuries and illnesses 

occur. These novel technological advancements include telemedicine, real time visual 

connectivity, Google glass, wearable monitoring devices, internet connected bio sensors, 

three dimensional printers, and robotic devices. Panelists will speak to how technology 

can expand healthcare coverage and service to more Americans in addition to how these 

alternative delivery models offer opportunities for providers to connect with their patients 

in a different way. This session brings together experts to discuss trends in innovation and 

the measurements used to evaluate the impact of new technologies on cost, quality, and 

workplace productivity. 

Refreshment Break Sponsored by The Hartford 

Grand 

Ballroom 

6 2015 IBI Annual Forum Schedule of Events

Tuesday, March 17, 2015 (continued) 


9:45am – 10:45am 

9:45am – 11:15am 

10:45am – 11:15am 

11:15am – 12:15pm 

11:15am – 12:15pm 

11:15am – 12:15pm 

Plenary Session: A Practical Approach to Integrating Health and Disability Programs 

• Randy Ford, Vice President, Product and Service Solutions, Unum, Nation Client Group 

• Rich Fuerstenberg, Senior Partner, Mercer 

• Denise Callari, M.D., Vice President, HealthCare Strategies, UnitedHealthcare 

• Michelle Martin, Vice President, HR Specialty Benefits, CBS 

This session will present a “block and tackle” approach to designing an effective integration 

strategy for health and disability programs. Representatives from Unum, Mercer, 

UnitedHealthcare and CBS will explore the relationship between disability and healthcare 

cost, the impact of compliance-based medicine, the identification of health risk factors, 

and the tools necessary to maximize program effectiveness. Speakers will share results on 

increased engagement, decreased STD costs and durations, and value received. 

IBI Tools Open House 

Join IBI experts for an informal, hands-on walkthrough of our suite of measurement 

and modeling tools. 

Stretch Break Sponsored by Sun Life Financial 

Workshop A: New Insights: Employer Engagement and Absence Management Strategies 

• Karen Trumbell English, Partner, Spring Consulting Group 

• Gene Lanzoni, Assistant Vice President, Market Intelligence, Guardian 

• Jane Ryan, Return to Work Section Head, Mayo Foundation 

With the implementation of Affordable Care Act reforms and the release of ADAAA final 

regulations adopted by the EEOC in the past two years, the absence management field 

has changed greatly. This session will present findings from the 2015 Guardian Absence 

Management Activity Index℠ and Study, a Spring Consulting Group commissioned survey, 

as well as an accompanying metric developed in 2012 to monitor changes in employer 

engagement and absence management-related activities. By providing insight into the current 

absence management landscape, this presentation will explain the series of steps employers 

of all sizes can take to get started on their absence management journey and build an 

effective, long-standing program over time. 

Workshop B: Using Consumer Activation to Better Understand Consumer Behavior 

and Outcomes 

• Craig Kurtzweil, Senior Vice President, Analytic Innovations, UnitedHealth Group 

Recognizing the impact consumer behavior has on health care and related costs, Unum and 

UnitedHealth Group took aim at consumer health activation with their Consumer Activation 

Index (CAI), a tool used for measuring decision making and short-term disability exposure. 

In a study of 17 customers with 270k members, the CAI was used to determine if individuals 

make an optimal clinical, financial or service choice when faced with a health care decision. 

The CAI navigates individuals through 51 decision points to complete its assessment. By 

better understanding consumer behavior, members can then seek to modify behavior to 

achieve better health. The discussion will highlight how CAI works and its results in relation 

to short term disability and productivity. 

Workshop C: Breaking Through: Communicating for Engagement and Behavior Change 

• Janice Burnham, CEO, ROC Group 

• Gary Grabarczyk, VP, Corporate Associate Benefits, Robert Bosch 

In this session, a leading employer will discuss how they are using targeted communication 

techniques and campaigns to drive engagement with corporate leadership as well as 

employees and their families. Participants will share how they’ve helped leadership 

embrace the impact of workforce health on productivity as well as provide insights about 

why employee and family engagement in health and benefits programs is integral for 

success. This session will focus on utilizing communications to influence the subcultures of 

a corporate enterprise, leveraging transparency in health initiatives, motivating an inactive 

deskbound workforce, and positioning workforce health to financial leadership. 

Grand 

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11:15am – 12:15pm 

11:15am – 12:15pm 

12:15pm – 1:15pm 

1:15pm – 2:15pm 

1:15pm – 2:15pm 

Workshop D: Effective Employee Engagement and Support for Obesity Management 

• Jack Nightingale, Vice President, Healthcare Practice, Benfield – Arthur J. Gallagher & Co. 

• Firky Isaac, M.D., Vice President of Global Health Services, Johnson & Johnson 

Obesity is a top health and productivity concern as well as a complex and challenging 

condition that most employers have found difficult to address effectively. Employers that 

want to move their employee populations to healthier weights are looking for proven weight 

management strategies that go beyond the standard approaches to employee engagement 

and support. This session will present key findings of an employee engagement research 

study focused on obesity management, along with a case study of a leading employer— 

Johnson & Johnson—that has been a pioneer in implementing new integrated, value-based 

solutions, measuring their results, and deploying them across their organization. 

Workshop E: Fit for Work in a Physically Demanding Environment: A Comprehensive 

Approach to Wellness at Goldcorp’s Wharf Mine 

• Colleen Broersma, President, 3:1 Corporate HPM Solutions 

• Larry Bakke, Administrative Manager, Wharf Mine 

In the fall of 2011, Wharf Mine partnered with 3:1 Corporate HPM Solutions to launch a new 

wellness program for its employees. The project aimed for a comprehensive approach to 

wellness by integrating traditional occupational safety, prevention, and health protection 

efforts with health promotion. Key components of the program included individual health 

assessments, health and safety education, nutrition, core strengthening, stress and sleep 

management, wearable devices for tracking progress, and follow-up sessions. Speakers 

will discuss how these components led to measurable successes in heightened employee 

efficiency, reductions in serious health conditions, improved health risk status, and reduced 

worker’s compensation costs related to slips, trips, falls and overexertion. 

Lunch and Networking Break Sponsored by Cigna 

Join attendees in the Terrace Room for a delicious lunch. 

Workshop A: Telemedicine: Innovative Approaches to Health Care 

• Rich Feifer, M.D., Chief Medical Officer, National Accounts, Aetna 

• Joe O’Neill, VP, Compensation & Benefits, Penske Truck Leasing 

• Ryan June, Director of Healthcare Analytics, Teladoc 

Penske, a global transportation services provider, partnered with Aetna and Teladoc to 

explore a telemedicine care option. Telemedicine offers hard-to-reach patients an alternate 

channel of care from any location without the delay of scheduling or taking time off from 

work. Speakers will discuss the value based plan design of Penske’s telemedicine program as 

well as its results due to productivity savings and employee satisfaction. This presentation 

will address innovative remote approaches to health care as well as the key elements of an 

effective deployment strategy that achieves maximal adoption and impact. 

Workshop B: FMLA & ADA: Avoiding Pitfalls and Reducing Absences 

• Matt Morris, VP, AbsenceResources, ComPsych 

• Bert Cleary, Senior HR Manager, Compensation & Benefits, Welch’s 

Increasing overlap between FMLA and ADA has presented employers with the question 

of how to address new regulations while maintaining compliance and managing absence. 

ComPsych will present a case study illustrating how employers can reduce absences by as 

much as 30 percent by focusing on important changes in FMLA law, interpreting what the 

EEOC’s “rigorous enforcement” of ADA laws means to employers, proactively identifying 

FMLA absences and other applicable leaves that may require ADA analysis, integrating 

FMLA and ADA processes to improve efficiency and reduce risk, and instituting new 

corporate policies and procedures that will help reduce overall absence. 

French 

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1:15pm – 2:15pm 

1:15pm – 2:15pm 

1:15pm – 2:15pm 

2:15pm – 2:45pm 

Workshop C: Work-Focused Interventions for Value-Based Care around Depression 

• Debra Lerner, Ph.D., Departments of Medicine and Psychiatry, Tufts University SOM; 

Director, Program on Health, Work and Productivity, Tufts Medical Center 

• Francisca Azócar, Ph.D., Vice President, Research and Evaluation Behavioral Health 

Sciences, OptumHealth 

Depression is a major issue affecting millions of Americans, inhibiting their ability to lead 

productive lives at home and at work. OptumHealth partnered with Tufts Medical Center 

and 19 national employers to create a work-focused intervention aimed at improving the 

productivity of middle- aged and older adults with depression and work limitations. The 

program utilized telephone-based counseling with care coordination, cognitive behavioral 

therapy strategy development, and work coaching/modification. Speakers will share results 

including a 44% work productivity improvement and discuss increasing efforts to provide 

more value-based care with a work-focused intervention strategy. 

Workshop D: Addressing Health Holistically: An Integrated Benefits Strategy Approach 

• Gary Fritsch, Product Manager, Cigna 

• Alyssa Coleman, Benefits Consultant, NextEra Energy 

• Deb Snider, Director of Health &Welfare Benefits, BAE Systems 

• Michelanne Bradwell, Manager, Benefits, Konica Minolta 

In this session, Cigna, along with prominent national employers, will discuss how integrated 

benefit strategies can be used to address specific needs and measure success. This session 

will discuss various challenges companies face such as designing an effective absence 

management program and focusing on practices that encompass a larger picture of health. 

Using healthcare, HRA, FML, and disability data, speakers will focus on the process of 

creating a return-on-investment benefits strategy that works alongside integration through 

proactive identification and timely intervention. 

Workshop E: Returning Investing in Absence Management—An Employer Life Cycle 

Approach to Absence Management 

• Renee Mattaliano, Principal, Laurus Strategies 

• David Taylor, Director of Integrated Disability Management, Reyes Holdings 

This session will review how Reyes Holdings the eleventh largest privately held company 

in the United States had worked to develop and implement an integrated approach to 

absence management. The discussion will unveil their unique blend of internal resources, 

vendors and partners. Specifically, Reyes will discuss the initiating integration and explain 

the integral steps taken to ensure a sustainable approach to understanding and managing 

workforce productivity. Participants will provide a review of an in-depth analysis of 

Reyes targeted problem areas. In addition, Reyes will discuss the need for restructuring 

department reporting, and the calibration of internal talent needed to make integrated 

absence management a reality. This session will also highlight how job roles, technology, 

data mining and report development have proven essential to capturing the attention of 

local management in a widely disperse workforce. 

Refreshment Break Sponsored by The Hartford 

Fountain 

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2:45pm – 3:45pm 

2:45pm – 3:45pm 

2:45pm – 3:45pm 

Workshop A: “Fixing Stress”: Informing Health, Productivity & Wellness 

• Robert Simon Siegel, CEO, Global Optimal Health Group 

• John White, M.D., Chief Medical Advisor, Diagnos-Techs 

• Eric Hatzenbuehler, Health & Productivity Consultant 

• Tamela Thomas, Wellness Manager, Washington Athletic Club in Seattle 

In this session, speakers will present the essential components of practical solutions to 

the universal challenge of stress. In delivering a combination of new standards, precise 

diagnostic measures, and prevention essentials, speakers will provide attendees insight 

on the potential value of stress management as a means to bettering a workforce’s 

health and productivity. This session will also focus on the strategic implementation of 

innovative stress and wellness management into the workplace. By defining “stress” 

as a physiologically foundation of wellness, this session will help attendees use illness 

prevention, healthcare costs, productivity, absenteeism, presenteeism to inform exciting 

new “health-producing” skills. 

Workshop B: Partnership and Prevention: Utilizing Different Health Networks to Prevent 

Disease and Promote Performance 

• John Sinnot, M.D. Chairman, Internal Medicine, USFHealth 

• Antonio Iglesias, Pharm.D., Regional Medical Director, Pfizer, Inc. 

Approximately 50,000 adults die each year in the US from vaccine-preventable diseases 

such as influenza and pneumonia. To confront this problem, Pfizer collaborated with the 

University of South Florida (USFHealth) and Tampa General Hospital to review the use of 

vaccines as a method of improving workforce health. The first step in this collaboration 

was to model the direct and indirect benefit costs associated with Community Acquired 

Pneumonia (CAP). This session will reveal the economic burden of CAP and the advantages 

of partnerships to deter CAP incidents. Presenters will discuss the health system’s 

direct and indirect benefit costs associated with CAP and annual cost estimates for the 

organization’s health, sick leave/absence, short-term disability (STD), and group life 

insurance benefit programs. Speakers will then explore how the expansion of employee 

coverage for vaccines in partnership with pharmacy networks worked to improve the overall 

health and productivity of affected workforces. 

Workshop C: Health and Productivity Management Guided by a Workforce’s 

Professional, Social, and Emotional Wellbeing 

• Jim Purvis, VP, Well-Being Improvement Design, Healthways 

• Elizabeth Glenn-Bottari, Vice President, Chief Operating Officer, Integrative Health, 

St. Joseph Health 

Healthways partnered with St. Joseph’s Health to better understand and improve employee 

well-being. Speakers will discuss a program to address high claims costs and instances 

of absenteeism and presenteeism. Healthways leveraged St. Joseph Health’s Choose 

Well brand and developed custom campaigns for each ministry to maximize employee 

engagement and participation in the Healthways Well-Being Assessment. This survey 

measured more than just the physical health of employees, it also identified the impact that 

work environment and social, emotional and community well-being had on their overall 

well-being as well. Through robust data analytics, Healthways identified key priorities for 

improvement and this session will discuss the program’s approach, implementation, and 

productivity savings. 

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2:45pm – 3:45pm 

2:45pm – 3:45pm 

3:45pm – 4:00pm 

4:00pm – 5:00pm 

4:00pm – 5:00pm 

5:00pm – 5:15pm 

5:15pm – 6:45pm 

Workshop D: Ensuring Compliance and Improving Productivity in a new 

ADAAA Landscape 

• David Lea, Regional Practice Leader, Reliance Standard Life Insurance 

• Lesley Gee, Senior Manager, Global Benefits, YAHOO Inc. 

• Laurie Brednich, Director, Employee Benefits, GoDaddy, Inc. 

With the advent of the ADAAA in 2008, the Americans with Disabilities Act brought 

change to disability and leave management. This session will focus on helping employers 

navigate the landscape of the new ADAAA regulations and EEOC enforced employer 

compliance, whether through self-administered or outsourced ADA programs. Speakers 

will discuss available data and the results of a fully outsourced ADA administration program 

12 months post-implementation. They will focus on how this program aimed to ensure 

compliance, improve productivity, and reduce overall exposure. 

Workshop E: Tying Educational Outcomes to Good Health 

• Jon Harris-Shapiro, President, Continuance Health Solutions 

• David Hines, Director, Employee Benefits, Metro Nashville Public Schools 

• Patt McCarver, Director, Vanderbilt Health at MNPS, Vanderbilt 

Vanderbilt and Continuance Health Solutions (CHS) partnered with Metro Nashville Public 

Schools (MNPS) to create onsite patient-centered medical homes and engagement plans for 

their teachers. Six years post-implementation, 40% of teachers consider the worksite clinics 

their medical home. Speakers from MNPS, CHS, and Vanderbilt will discuss the program’s 

integration of medical, pharmacy, dental, vision, and worker’s compensation services, as well 

as their plans to expand the scope of care to include health coaching and behavioral health. 

Presenting three years of results, speakers will discuss how they’re using data on student 

academic achievement to proactively manage the health of their teacher population. 

Break 

Plenary Session: Successful Strategies for Reducing the Total Impact of Behavioral 

Health Claims in Call Centers 

• Deborah LaBonar, Ph.D., Leader, Absence Analytics, Aon Hewitt 

• Blessy John, Project Manager, Global Benefits Team, Discover Financial Services 

This presentation will share how a 14,000 life financial services company with a primarily 

call center population achieved reductions in both incidence and duration of mental disorder 

disability claims. By applying an integrated, strategic approach to reducing mental health 

claims, the organization reduced the total number of annual days lost by 34%. Presenters 

will discuss how interventions made by on-site EAP counselors and behavioral health 

specialists helped employees find professional mental health services and achieve a timely 

and healthy return to work. 

IBI Tools Open House 

Join IBI experts for an informal, hands-on walkthrough of our suite of measurement 

and modeling tools. 

Meeting of IBI Members 

IBI President Dr. Thomas Parry will call together a brief internal meeting of members. 

Non-members have free time. *For the rest of the evening, attendees have free time to schedule 

meetings or explore San Francisco. Attendees need to arrange for dinner this night. * 

Scholarship Reception 

NOTE: This event is open to employer attendees and staff from our scholarship sponsors: 

Abbvie, Aetna, Anthem/Wellpoint. 

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Wednesday, March 18, 2015 


7:15am – 8:15am 

8:15am – 9:15am 

8:15am – 9:15am 

8:15am – 9:15am 

8:15am – 9:15am 

Breakfast Sponsored by HealthSCOPE Benefits 

This morning, attendees will go right to workshops after breakfast. We will come together 

as a group for final plenary sessions after these workshops. 

Workshop A: Delivering Value Based Solutions through Quality Partnership and 

Transparency 

• Joseph Cacchione, M.D. Chairman, Heart & Vascular Institute Strategy and Operations, 

Cleveland Clinic 

• Al Rapp, VP, Benefits, UPS 

• Geoff Kilgore, SVP, Account Management, Change Healthcare 

Cleveland Clinic and employer panelists will discuss their goal of creating a new definition of 

value that includes quality outcomes, episodic pricing, reduced disability claims, faster return 

to work times, improved patient-reported outcomes (measured up to one year post op), and 

built-in engagement programs to drive utilization to high-performing networks. Speakers will 

share the results of this program and its effect on presenteeism and productivity, as well as 

absence, sick leave, short-term disability, and medical and pharmacy costs. 

Workshop B: Playing the Triple Role of an Employer, Provider, and Educator: 

A Self-Insured Benefit Plan 

• Ron Loeppke, M.D., Vice Chairman, U.S. Preventive Medicine 

• T. Warner Hudson, M.D., Medical Director, UCLA Health System and Campus 

In this session, speakers will review UCLA’s major health initiative as an employer, provider, 

educator, and participant in a self-insured benefit plan. UCLA Health was presented with 

a unique opportunity to transform healthcare through the delivery of the Triple Aim—a 

means of accepting leadership as an employer and healthcare provider to enhance the health 

and performance of its workforce. In launching several innovative initiatives, UCLA Health 

demonstrated material results: reducing healthcare service utilization through the Primary 

Care Innovation Model (PCIM), increasing employee engagement through a Value-based 

Care, Person Journey Model for employees in the UCLA health plan (in partnership with U.S. 

Preventive Medicine), and decreasing workers’ comp costs through its WorkStrong program. 

Speakers will discuss the health system redesign as well as integration, capacity growth, preprimary 

care, telemedicine, and home services. 

Workshop C: Investing in Human Capital for Wellbeing and Productivity 

• Jeremy Watson, Wellness Product Owner, Humana 

• Matthew Bowdy, Outcome Strategist, Humana 

• Waleed Bahouth, Director, Associate Health and Well-being, Humana 

• Carlos Mora, Ph.D., Research Scientist, Center for Positive Organizational Scholarship, 

University of Michigan, Ross School of Business 

Humana, in cooperation with the University of Michigan and the Integrated Benefits Institute 

(IBI), has developed a framework that explores the relationships between well-being, 

productivity loss and medical costs. This session will share Humana’s work in understanding 

how organizations can develop a robust long-term human capital strategy by combining 

multiple elements of traditional health benefits, worker costs, employee engagement, and 

behavioral economics. Speakers will discuss how Humana aimed to help employers better 

understand their populations through segmentation and will also address how employers 

targeted individual employees and group needs simultaneously. 

Workshop D: Low Back Pain: A Major Employer Uses Guidelines to Manage Quality, 

Costs and Outcomes 

• Harris Allen, Ph.D., Founder & Principal, Harris Allen Group 

• Wayne Burton, M.D., Chief Medical Officer, American Express 

• William Bunn, M.D., Vice President, Navistar 

• Michael Erdil, M.D., Associate Professor, University of Connecticut School of Medicine 

Grand 

Ballroom 

Pavilion 

Room 

Lobby Level 

Crystal 

Room 

Lobby Level 

Fountain 

Room 

Lobby Level 

French 

Room 

Lobby Level 



8:15am – 9:15am 

Workshop D: Low Back Pain: A Major Employer Uses Guidelines to Manage Quality, 

Costs and Outcomes (continued) 

Up to 84% of the general population has been found to report low back pain (LBP) at some 

point during their lifetime. This session will focus on a recent study by a major self-insured 

employer to cultivate evidence on issues key to a successful program focusing on illness/ 

injury prevention, reduction of workers’ compensation claims, and disability and healthcare 

cost savings. This study longitudinally tracked episodes of three types of ICD-9 diagnosis 

code-identified back problems from 2001-2009 and found that care consistent with 10 of 

11 guidelines was associated with lower total costs. Speakers will review how approaches 

marked by more intensive resource use and lower guideline consistency were linked to poorer 

LBP quality care, worse patient/employee outcomes, and greater direct and indirect costs. 

Implications for employer involvement in guideline cost effectiveness will be discussed. 

Workshop E: Redesigning to Better Manage Absence and Disability 

• Tyler Amell, Ph.D., Chief Executive Officer, StaffRelay 

• Dave Keen, Executive Director, FH Workplace Health & Provincial WH Call Centre, 

Fraser Health 

Fraser Health, a Canadian organization with 24,000 employees, worked with StaffRelay to create 

a program to better approach and manage absence and disability. Through an extensive redesign 

process, a comprehensive electronic employee health record, an Enhanced Disability Management 

Program (EDMP), and an automated attendance reporting solution, Fraser Health has produced a 

return on investment of $28 million in decreased LTD and other disability costs. This session will 

detail positive impacts on absence, sick leave, STD and WC, as well as higher participation rates. 

Garden 

Room 

Lobby Level 

9:15am – 9:45am Refreshment Break Sponsored by Prudential Grand 

Ballroom 

9:45am – 10:45am 

10:45am – 11:00am 

What Every Employer Needs to Know—Key Success Factors for Hiring People 

with Disabilities: A Collaborative Research Study with the University of Kansas 

• Mike Dunst, AVP, National Practice Leader Absence Management, The Hartford 

• Oswald Mondejar, SVP, Mission and Advocacy, Partners Health System 

• Michael Wehmeyer, Ph.D., Professor of Special Education; Senior Scientist and Co- 

Director, Kansas University Center on Developmental Disabilities; Beach Center on 

Disability at University of Kansas 

• Karrie Shogren, Ph.D., Associate Professor in the Department of Special Education; 

Associate Director, Kansas University Center on Developmental Disabilities; Beach Center 

on Disability at University of Kansas 

• Sandi Boller, VP, Human Resources, US Bank 

• Ann Kuhnen, M.D., Medical Director, Group Benefits and Workers’ Compensation, The Hartford 

With the changes in the ADAAA, awareness around the importance of—and requirements 

for—employing people with disabilities continues to grow, but the understanding of the 

opportunity has yet to take root across the business landscape. Myths and misconceptions 

remain among employers for whom this is still new and unchartered territory. In an attempt 

to discover and define the underlying patterns framing successful working environments 

for those with disabilities, The Hartford has partnered with the research team at the 

nationally recognized Beach Center on Disability at The University of Kansas. This session 

discusses how to impact the future workforce based on recent independent research by The 

University of Kansas. The session will focus on motivational factors affecting performance, 

development, and retention. Speakers will discuss their successful program results related 

to recruiting, developing, and retaining abled and disabled employees. Speakers will share 

their findings on self-determination as a predictor of success in the workplace as well as 

behavioral findings that measure employment success for employees with disabilities. 

Closing 

Closing remarks. 

Grand 

Ballroom 

Grand 

Ballroom 



13

Hotel Map 

14 2015 IBI Annual Forum Hotel Map

List of Speakers 

Harris Allen, Ph.D., Harris Allen Group, Founder & Principal 

Tyler Amell, Ph.D., StaffRelay, Chief Executive Officer 

Francisca Azocar, Ph.D., Optum, Vice President, Research and 

Evaluation Behavioral Health Sciences 

Waleed Bahouth, Humana, Director, Associate Health 

and Well-Being 

Larry Bakke, Wharf Mine, Training Coordinator 

Sandi Boller, US Bank, VP, Human Resources 

Matthew Bowdy, Humana, Outcomes Strategist, Humana 

Wellness Solutions 

Michelanne Bradwell, Konica Minolta, Manager, Benefits 

Laurie Brednich, GoDaddy, Inc., Director, Employee Benefits 

Colleen Broersma, 3:1 Corporate HPM Solutions, President 

Shauna Bryngelson, Towers Watson, Senior Consultant– 

Absence and Disability Management 

William Bunn, III, M.D., J.D., Navistar, Vice President of Health, 

Safety, Security, and Productivity 

Janice Burnham, ROC Group, CEO 

Wayne Burton, M.D., American Express, Chief Medical Officer 

Joseph Cacchione, M.D., Cleveland Clinic, Chairman, Heart & 

Vascular Institute Strategy and Operations 

Denise Callari, M.D., UnitedHealthcare, Vice President, 

HealthCare Strategies 

Chris Chan, Mercer LABS, Innovation Imagineer 

Jennifer Christian-Herman, Ph.D., Kaiser Permanente, Executive 

Director, Healthworks Product Innovation & Evaluation 

Bert Cleary, Welch’s, Senior HR Manager, Compensation 

and Benefits 

Alyssa Coleman, NextEra Energy, Benefits Consultant 

Mike Dunst, The Hartford, AVP, National Practice Leader 

Absence Management 

Gary Earl, Anthem Life/Wellpoint, Health & Well-Being 

Ambassador 

Karen Trumbell English, Spring Consulting Group, Partner 

Michael Erdil, M.D., University of Connecticut Health Center, 

Division of Internal Medicine, Section of Occupational Medicine, 

Associate Professor 

Rich A. Feifer, M.D., Aetna, Chief Medical Officer, 

National Accounts 

Mark Fendrick, M.D., VBID Center, University of Michigan, Director 

Randy Ford, Unum, National Client Group, Vice President, 

Product and Service Solutions 

Gary Fritsch, Cigna, Product Manager 

Rich Fuerstenberg, Mercer, Senior Partner 

Lesley Gee, YAHOO Inc., Sr. Manager, Global Benefits 

Kimberly George, Sedgwick, Senior Vice President, Corporate 

Development, M&A 

Kathy Gerwig, Kaiser Permanente, VP, Employee Safety, 

Health and Wellness 

Elizabeth Glenn-Bottari, St. Joseph Health, Vice President, 

Chief Operating Officer, Integrative Health 

Gary Grabarczyk, Robert Bosch, Vice President, Corporate 

Associate Benefits 

Tammy Green, Providence Health & Services, Director, Well- 

Being and Absence Management 

Jon Harris-Shapiro, Continuance Health Solutions, President 

Eric Hatzenbuehler, Health & Productivity Consultant 

David Hines, Metro Nashville Public Schools, Director, 

Employee Benefits 

T. Warner Hudson, M.D., UCLA Health System and Campus, 


Antonio Iglesias, Pharm.D., Pfizer, Inc., Regional Medical Director 

Fikry Isaac, M.D., Johnson & Johnson, Vice President of 

Global Health Services 

Kimberly Jinnett, Ph.D., Integrated Benefits Institute, 

Executive Vice President 

Blessy John, Discover Financial Services, Project Manager, 

Global Benefits Team 

Brad Johnson, Sedgwick, EVP of Operational Strategy and 

Shared Services 

List of Speakers 


15

Ryan June, Teladoc, Director of Healthcare Analytics 

Dave Keen, Fraser Health, Executive Director, FH Workplace 

Health & Provincial WH Call Centre 

Geoff Kilgore, Change Healthcare, SVP, Account Management 

Ann Kuhnen, M.D., The Hartford, Medical Director, Group 

Benefits and Workers’ Compensation Claim Practices 

Craig Kurtzweil, UnitedHealth Group, Senior Vice President, 

Analytic Innovations 

Deborah LaBonar, Ph.D., Aon Hewitt, Leader, Absence Analytics 

Gene Lanzoni, Guardian Life Insurance Company, Assistant 

Vice President, Market and Customer Insights 

David Lea, Reliance Standard Life Insurance, Regional 

Practice Leader 

Debra Lerner, Ph.D., Tufts Medical Center, Professor and 

Director, Program on Health, Work and Productivity 

Ron Loeppke, M.D., U.S. Preventive Medicine, Vice Chairman 

Michelle Martin, CBS Corporation, Vice President, HR 

Specialty Benefits 

Renee Mattaliano, Laurus Strategies, Principal 

Kathy McAlpine, Kraft Foods, Senior Director, Benefits 

Patti McCarver, APRN, Vanderbilt, Director,Vanderbilt Health at 

MNPS Health Care Centers 

Chris McSwain, Aasonn, Chief Strategy Officer 

Oswald Mondejar, Partners HealthCare, SVP, Mission 

and Advocacy 

Carlos Mora, Ph.D., Center for Positive Organizational 

Scholarship, University of Michigan, Ross School of Business, 

Research Scientist 

Matt Morris, ComPsych, VP, AbsenceResources 

Jim Purvis, Healthways, VP, Well-Being Improvement Design 

Scott Rabin, RightOpt/Buck Consultants, Manager, RightOpt 

Al Rapp, UPS, VP, Corporate Benefits (Retired) 

Jane Ryan, Mayo Foundation, Return to Work Section Head 

Stephen Shaya, M.D., J & B Medical Supply, Medical Director 

Bruce Sherman, M.D., Employers Health Coalition, 


Karrie Shogren, Ph.D., Kansas University Center on 

Developmental Disabilities—Beach Center on Disability at 

University of Kansas, Associate Professor in the Department of 

Special Education—Associate Director 

Robert Simon Siegel, Global Optimal Health Group, CEO 

John Sinnott, M.D., USFHealth, Chairman, Internal Medicine 

Deb Snider, BAE Systems, Director, Health & Welfare Benefits 

Jamie Stalker, M.D., Argonne National Laboratory, Division 

Director, Health and Employee Wellness Division 

Doug Stover, Gallup, Senior Managing Consultant 

David Taylor, Reyes Holdings, Director of IDM 

Tamela Thomas, Washington Athletic Club in Seattle, Wellness 

Manager 

Jeremy Watson, Humana, Wellness Product Owner, Humana 

Wellness Solutions 

Michael Wehmeyer, Ph.D., Kansas University Center on 

Developmental Disabilities; Beach Center on Disability at 

University of Kansas, Professor of Special Education; Senior 

Scientist and Co-Director 

John White, M.D., Diagnos-Techs, Chief Medical Advisor 

Charles Yarborough, M.D., CYHealthAssociates, LLC, 

President / Owner 

Sri Mummaneni, M.D., Pratt & Whitney / Rocketdyne, 


Jack Nightingale, Benfield–Arthur J. Gallagher & Co., 

Vice President, Healthcare Practice 

Joe O’Neill, Penske, VP, Compensation & Benefits 

Thomas Parry, Ph.D., Integrated Benefits Institute, President 

16 2015 IBI Annual Forum List of Speakers

Speaker Biographies 

Harris Allen, Ph.D. 

Harris Allen Group 

Founder & Principal 

Dr. Allen leads the Harris Allen Group, 

founded in 1997 to focus on performance 

and strategy development in health care. Clients have ranged 

from employers, health plans, on-site clinics, pharmaceutical 

and specialty firms to state agencies. He has held posts at 

The Rand Corporation, Aetna, New England Medical Center 

and Coopers & Lybrand. He has also served in lecturer or 

scholar capacities at Yale, Thomas Jefferson, Brown and Tufts 

Universities. He has published and presented widely. 

Tyler Amell, Ph.D. 

StaffRelay 

Chief Executive Officer 

Dr. Tyler Amell is a well-known and respected 

management consultant specializing in 

evidence-informed workplace health. One of Dr. Amell’s 

specialty areas is human capital solutions, particularly the 

subject of workplace health and productivity. Currently, 

Dr. Amell serves as Chief Executive Officer of StaffRelay, a 

company focused on helping organizations maximize the 

potential of their workforce through strategic absence and 

disability management. Dr. Amell has significant experience 

in, and has conducted extensive university research on 

topics such as: work-related musculoskeletal injuries and 

illnesses, return to work, disability management, and mental 

health in the workplace. Dr. Amell has authored over 20 

peer-reviewed publications, as well as book chapters. He has 

also given seminars and presentations at over 75 national 

and international conferences in areas of his expertise. He 

is a former instructor at the Universities of Calgary, Alberta, 

Ottawa and Queen’s University in physical therapy, anatomy, 

kinesiology, and occupational health. Dr. Amell currently 

serves on the Executive Board of Directors of the Canadian 

Association for Research on Work and Health (CARWH), 

and has worked extensively with the Institute for Work and 

Health (IWH). He is passionate about optimizing technology 

to improve integrated workplace health and benefit support 

systems and processes. 

Francisca Azocar, Ph.D. 

Optum 

Vice President, Research and Evaluation 

Behavioral Health Sciences 

Dr. Azocar is Vice President of Research 

and Evaluation of Behavioral Health Sciences at Optum. Dr. 

Azocar has been at Optum for 15 years, and she specializes 

in creating research partnerships between academia, 

employers and health plans. She has conducted research on 

the dissemination of practice guidelines for the treatment of 

depression within managed behavioral healthcare, particularly 

on workplace depression, telephonic care management 

and outreach to depressed chronically-ill medical patients, 

development of patient-reported outcome measures and 

impact of provider feedback reports, development of 

evidence-based psychotherapy measures, and impact of 

clinical interventions on service utilization and costs. In 

collaboration with academic partners, Dr. Azocar has been 

involved in several National Institute of Health-funded studies 

including studies on depression in the workplace, autism 

spectrum disorders, and the impact of the Mental Health and 

Addiction Equity act on access, utilization and costs. Prior 

to joining Optum Dr. Azocar was a faculty member in the 

Department of Psychiatry at the University of California, San 

Francisco. There her research and clinical work focused on the 

treatment of depression in disadvantaged general medicine 

and ob/gyn patients, particularly with Spanish-speaking 

young women. Dr. Azocar received her doctorate from UC 

Berkeley and a National Institute of Mental Health Clinical 

Services Research Post-Doctoral Fellowship at the UCSF. She 

is a licensed clinical psychologist in the state of California. 

Waleed Bahouth 

Humana 

Director, Associate Health and Well-being 

Waleed Bahouth is a Director of Associate 

Health and Well-being at Humana in 

Louisville, Kentucky. His team conducts health analytics and 

manages primary clinics for Humana’s 55,000 employees. 

Waleed has a J.D. from University of Louisville and a B.S. in 

Economics from Trinity University. 



17

Larry Bakke 

Wharf Mine 

Training Coordinator 

Larry Bakke, Training Coordinator at Goldcorp 

Wharf Mine, has over 32 years’ experience 

in the mining industry in Wyoming, Colorado, North Dakota, 

and South Dakota. His experience includes operating Heavy 

Equipment, Open Pit Operations Supervisor, Gold Recovery 

Specialist, and currently Training and Recruitment Specialist. 

In Coordinating Wharf Mine’s Training, Larry incorporates 

health and wellness as an integral part of the MSHA Safety 

Training for the well being and safety of the miners. This 

training includes instruction in the company’s 10 Golden 

Rules, one of which is being “Fit For Work”. He has been 

trained to be a facilitator for Goldcorp’s leadership and safety 

programs including the Supervisor Leadership Development 

Program, Dare To Grow, DELTA Safety, Coach the Coach, 

Safety Leadership Training, Goldcorp’s StepUP Program, as 

well as the MSHA New Miner Training and Annual Refresher 

Programs. 

Sandi Boller 

US Bank 

VP, Human Resources 

Sandi Boller, V.P. Human Resources, US Bank, 

has spent her entire career with the same 

company, although she has actually changed her career a few 

different times, working in several different areas of the bank. 

She was born and raised in St. Louis and has raised her family 

in the same area. She has spent the last 15 (plus) years of her 

career in Human Resources as Benefits Manager, currently 

managing Leaves of Absence. 

Matthew Bowdy 

Humana 

Outcomes Strategist, Humana Wellness 

Solutions 

Matthew is responsible for driving thought 

leadership and outcomes management in the Wellness arena 

for Humana. His efforts support the well-being of over 14 

million consumers in the United States and abroad. When 

he is not working to help Humana consumers achieve lifelong 

well-being, he tries to look and act like an athlete with 

horribly embarrassing times in various 5K, 10K, mini- and 

full-marathon distance runs. 

Michelanne Bradwell 

Konica Minolta 

Manager, Benefits 

As Benefit Manager, Michelanne has 

responsibility for leading and executing Konica 

Minolta’s benefit strategy. Her responsibilities include the 

development of a competitive benefits program, including 

wellness, and the streamlining of administrative processes. 

Michelanne began her career with Konica Minolta in 2011 as 

a Sr. Benefits Specialist. Prior to joining Konica Minolta she 

held positions within the corporate benefits function for two 

Connecticut based multi-national companies. Michelanne 

graduated with B.A. in Political Science from Temple University 

in Philadelphia, Pa. She is currently located at Konica Minolta’s 

corporate headquarters (U.S.) in Ramsey, NJ. 

Laurie Brednich 

GoDaddy, Inc. 

Director, Employee Benefits 

Laurie Brednich is the Director, Employee 

Benefits & Powered by You for GoDaddy. In 

her role, Laurie is responsible for the global benefits package 

offered to employees and their families. She has worked in the 

industry for more than 25 years and has served in similar roles 

for American Standard, National Basketball Association and 

Pinnacle Foods Group. Laurie is a graduate of Kean University 

in Union, NJ with a bachelors in Management Science, and 

she also received a web-design certification from Chubb 

Institute. Laurie is married with two fur-babies. 

Colleen Broersma 

3:1 Corporate HPM Solutions 

President 

Colleen Broersma is a proud mother 

and Colorado resident who has had two 

passionate lifelong affairs; one with coffee and the other with 

fitness. Her caffeine addiction has fueled her throughout 

a career of inspiring both athletes and non-alike. She has 

been able to help the embrace fitness with her same level 

of enthusiasm, effectively changing their relationships with 

healthy lifestyles. Whether achieved in the boardroom or 

in the gym, nothing gives her greater pleasure than seeing 

health and wellness positively impact her clients’ lives. 

As the president and founder of 3:1 Corporate Health and 

Productivity Management Solutions, Colleen’s thought 

leadership has assisted businesses from the government to 

the private sector and healthcare to mining, with increasing 

their ROP (return on people). By implementing integrated 

health and productivity management solutions, employee 

18 2015 IBI Annual Forum Speaker Biographies

well-being and corporate productivity are markedly improved. 

She is a driven lifelong learner, and a passionate educator of 

health and fitness professionals, having personally trained 

over 100,000 professionals worldwide throughout her career. 

Despite being in demand across the county, Colleen lives in 

the moment; no classroom is too small to grasp her undivided 

attention. “…The room lights up” when she walks in claims 

one of Colleen’s long term clients. 

Shauna Bryngelson 

Towers Watson 

Senior Consultant– Absence and Disability 

Management 

Shauna Bryngelson is a Senior Consultant 

Absence & Disability Management (ADM) for Towers 

Watson. She has nearly twenty years of experience in 

the health and productivity fields. Her diverse skills range 

from absence and disability program design, program 

implementation, performance management, and creation of 

innovative solutions to address client specific needs. 

William Bunn, III, M.D., J.D. 

Navistar 

Vice President of Health, Safety, Security, and 

Productivity 

Dr. Bunn recently retired as Vice President 

of Health, Safety, Security, and Productivity from Navistar, 

originally International Harvester and he now serves as 

consultant/advisor to Navistar and other corporations. He has 

an appointment as Professor, Clinical Preventive Medicine at 

Northwestern University School of Medicine. He received the 

Institute for Health and Productivity Management President’s 

Award in 2010, DMAA: The Care Continuum Alliance 

Leadership Award for Outstanding Employer Program in 

2010, the Institute for Health and Productivity Management 

Corporate Award in 2001 and the ACOEM Knudsen Award 

in 2002. He has served on numerous advisory committees 

including the National Academies, Science Advisory Board 

of EPA and Board of Scientific Counselors of NIOSH. He is 

a fellow, board member and former officer of the American 

College of Occupational and Environmental Medicine. He 

received his M.D. and J.D. from Duke University and M.P.H. 

from the University of North Carolina. He is also author of 

two international text books and a number of publications. He 

serves as the U.S. National Representative to ICOH and is the 

founder and was the chair of ACOEM International Council. 

Janice Burnham 

ROC Group 

CEO 

Jan Burnham is CEO of the ROC Group, a 

communications agency that counts health 

care, wellness and change among its specialties. For over 

30 years, Jan has pioneered blending creative marketing, 

persuasion and behavior strategies to engage employees, 

leadership and other stakeholders. Her projects have won 

dozens of professional awards. Jan’s clients have included 

companies such as Abbott, Boeing, Bosch, Dover, Kraft 

Foods and Microsoft. Her change communication expertise 

ranges from health care, wellness and retirement to corporate 

transformation, M&A, LEAN Six Sigma and systems 

integration. Jan frequently speaks on effective communication 

strategies for organizations such as the Conference Board, and 

she has been a guest lecturer on change communications at the 

Annenberg School for Communication at USC. Before founding 

ROC Group in 1998, Jan was a Principal with both Towers 

Perrin (now TowersWatson) and PricewaterhouseCoopers. She 

serves on the Board of Directors of Ballantine Communications. 

Wayne Burton, M.D. 

American Express 

Chief Medical Officer 

Wayne N. Burton, M.D. is the Chief Medical 

Officer at the American Express Company. 

Since 2009, Burton has been responsible for the company’s 

Wellness Centers internationally, the global Employee 

Assistance Program and Wellness Programs, Disability 

Management, Disease Management and Safety programs. 

Amex has approximately 60,000 employees globally. 

Previously, he was Corporate Medical Director for JPMorgan 

Chase and its legacy banks for more than 25 years. He is a 

member to several Boards and previously was on the Board 

of the National Business Group on Health and was Chairman 

of the Board for the Midwest Business Group on Health. He 

has been the recipient of several industry awards including 

the Health Achievement Award from the American College 

of Occupational and Environmental Medicine (ACOEM), 

the Jonas Salk Health Leadership Award from the March of 

Dimes, the Innovation Award from Mental Health America and 

Innovation in Health and Productivity Award from National 

Business Group on Health (NBGH). In 2009, he received the 

first Global Health Leadership Award from NBGH/ACOEM. 

The following year, he was honored with the Meritorious 

Service award and the President’s Award from the American 

College of Occupational and Environmental Medicine. Since 

1978, Burton has been an associate professor of clinical 

medicine at Northwestern University Medical School. He’s also 

an adjunct professor of Environmental & Occupational Sciences 

at the University of Illinois at Chicago. 



19

Joseph Cacchione, M.D. 

Cleveland Clinic 

Chairman, Heart & Vascular Institute Strategy 

and Operations 

Joseph G. Cacchione, M.D., F.A.C.C., is an 

interventional cardiologist at the Cleveland Clinic; Robert and 

Suzanne Tomsich Department of Cardiovascular Medicine; 

Arnold and Sydell Miller Heart and Vascular Institute. In 

addition to his clinical responsibilities, Dr. Cacchione is the 

Chairman of Operations and Strategy, Cleveland Clinic Heart 

and Vascular Institute. As a leader in health care quality 

initiatives, he heads up Network Growth Strategy for the 

Cleveland Clinic Foundation. Previous to his tenure at the 

Cleveland Clinic, he was in a private practice for over nineteen 

years and served as executive vice president and chief 

quality officer at Saint Vincent Health System in Erie, PA. Dr. 

Cacchione is currently a member of the American College of 

Cardiology’s (ACC) Board of Trustees. He chairs the ACC’s 

Partners in Quality Subcommittee and is an active member 

of several committees, including the Payment Reform Task 

force. He serves on the AQA Steering Committee, co-chairs 

the AQA Reporting Workgroup and has participated in the 

Brooking Institution’s High-Value Health Care Project Data Set 

Workgroup. He also served as President, American College 

of Cardiology Pennsylvania Chapter, Western. Recently, he 

was named to the National Priorities Partnership Advisory 

Council. Dr. Cacchione’s interests include payment reform, 

longitudinal care delivery and clinical quality improvement. 

Denise Callari, M.D. 

UnitedHealthcare 

Vice President, HealthCare Strategies 

Dr. Callari joined UnitedHealthcare in 2005 

as Vice President of Health Care Strategies; as 

a member of a team of physicians working with large national 

employers. This team focuses on providing a portfolio of 

clinical services, including consultation, account management, 

care management program design and implementation and 

sales support. In addition, the team acts as a liaison to clinical 

leaders. Dr. Callari is also involved with strategic clinical product 

development for UnitedHealthcare National Accounts. She is 

involved in leading the UnitedHealthcare effort in developing 

disease management programs aimed at improving the health of 

our members, and reducing an employer’s health trend. She is also 

focused on enhancing the value proposition of UnitedHealthcare 

to consumers and employers. Formerly, Dr. Callari practiced 

internal medicine at the Buffalo Medical Group, one of the largest 

multi-specialty groups in New York State. Over her 13 year tenure, 

she was the Associate Medical Director for the Group, served as 

the Medical Director of their Urgent Care Center and implemented 

an on-site Diabetes Disease Management Clinic. Dr. Callari 

received her medical degree from the State University of New York 

at Buffalo where she trained in internal medicine. 

Chris Chan 

Mercer LABS 

Innovation Imagineer 

Chris Chan is an Innovation Imagineer at 

Mercer LABS, where they’re Launching 

Awesome Business Solutions. Chris and his team are focused 

on building creative solutions that complement our clients’ 

health and welfare benefits programs. Chris’ leadership role at 

LABS has him focused on developing strategies and products 

through the use of technology, behavioral economics, game 

mechanics, mobile applications, social networking science 

and creating customer delight. He’s especially interested 

in emerging health care topics that focus on personalized 

medicine, neuroplasticity/brain science, changing market 

dynamics, multigenerational needs and global public health 

challenges. As an artist, blogger and trendspotter, Chris has 

personal interests in technology, graphic design, advertising 

and data visualization—all of which influence the innovative 

ideas that he develops in the health care space. 

Jennifer Christian-Herman, Ph.D. 


Executive Director, Healthworks Product 

Innovation & Evaluation 

Jennifer is the Executive Director, 

HealthWorks Product Innovation & Evaluation, for Kaiser 

Permanente. She is engaged in developing and evaluating 

Kaiser Permanente’s HealthWorks portfolio of programs, 

designed to improve workforce health & productivity 

through sustained behavior change. Jennifer joined Kaiser 

Permanente in September 2010. Prior to that, she was 

National Vice President, Integrated Health Improvement at 

Health Net for 5 years and was Regional Director of Clinical 

Research for CIGNA for 5 years. She has held roles at UCLA’s 

Neuropsychiatric Institute and Department of Psychology. 

She has her Ph.D. in Clinical Psychology (SUNY-Stony Brook) 

and is a licensed clinical psychologist. 

Bert Cleary 

Welch’s 

Senior HR Manager, Compensation and 

Benefits 

Robert Cleary is Senior Human Resources 

Manager, Compensation and Benefits for Welch Foods 

Inc. in Concord, Mass. Cleary has managed the benefits 

programs for Welch’s for the past eight years. During that 

time Welch’s has been able to maintain core benefit programs 

while implementing various outsourced relationships with 

key vendors for retirement programs, disability programs, 

and FMLA and ADA compliance. Bert worked for actuarial 

consulting firms for half of his career where he helped 

various large multi-national companies manage their benefits 


program design, cost, and administration with a particular 

interest in retirement programs including pension plans and 

retiree medical programs. Over the years as a consultant, 

Mr. Cleary gained a wide breadth of financial, accounting, 

and program design experience working with a variety of 

different organizations and plans. Bert has been able to 

apply those skills in designing and implementing program 

efficiencies as a Human Resources team member for two 

well-established organizations over the past 14 years. Mr. 

Cleary has a Master of Business Administration and Master 

of Healthcare Administration from the Warrington College 

of Business Administration at the University of Florida. Bert 

also has a Bachelor of Science degree in Mathematics with 

a concentration in Applied Sciences from the University of 

Massachusetts Amherst. 

Alyssa Coleman 

NextEra Energy 

Benefits Consultant 

Alyssa oversees various benefit programs for 

NextEra Energy, Inc., a leading clean energy 

company with more than 15,000 employees in 28 states 

and internationally in Canada and Spain. She joined NextEra 

Energy in 1998, serving in various other positions including 

accounting and financial reporting until beginning her benefits 

consultant role. For the past 9 years, Alyssa has served as 

a subject matter expert surrounding employee benefits. 

She is responsible for overseeing the overall administration 

of various programs including disability benefits, FMLA, 

and time off programs. Alyssa interacts with employees 

and supervisors at all levels throughout the organization. In 

addition, Alyssa is CIGNA’s liaison with NextEra Energy. 

Mike Dunst 

The Hartford 

AVP, National Practice Leader Absence 

Management 

Mike Dunst is a nationally known absence 

management expert. He joined The Hartford in 2013 to oversee 

product and strategy for absence management. In his role, 

Mike is accountable for our absence and self-funded Short-term 

Disability product capabilities, including profit and loss. He 

is responsible for ensuring that we deliver maximum value to 

our customers, helping them manage the productivity of their 

workforce. Prior to joining The Hartford, Mike was the national 

practice leader for absence management at The Standard where 

he was responsible for both operations and product strategy. 

He joined Hewitt Associates (now Aon/Hewitt) in 2008 as the 

operations absence leader when his third party administration 

(TPA) firm was acquired by Hewitt. Mike owned and operated 

this absence management TPA, which served more than 2 

million covered lives before being acquired. Mike has direct 

experience managing, implementing and servicing Fortune 500 

companies for absence management. In addition to significant 

operational expertise, he has experience building state-of-the 

art leave systems. Mike earned a Bachelor of Science degree in 

accounting from Villanova University and a Master of Business 

Administration in finance from St. Joseph’s University. 

Gary Earl 

Anthem Life/Wellpoint 

Health & Well-Being Ambassador 

Gary Earl is Anthem’s Vice President, Health 

& Well-Being Ambassador. Nationally 

recognized as a visionary, passionate business leader, Gary’s 

35 years of diverse health care and business experience and 

expertise includes extensive knowledge in the disciplines 

of health, wellness and well-being, behavioral and social 

science, productivity, economics and enterprise leadership. 

He has been recognized and rewarded for providing leadingedge 

collaborative concepts that create, execute and exceed 

business and individual goals that encompass and impact 

organizational, individual and community imperatives. Prior 

to joining the leadership team of Anthem, Gary served as 

CIGNA Healthcare’s Senior Vice President and Founding 

Partner; Communities of Health. Gary has worked inside the 

industry for the past three decades, including roles inside of 

leading consulting organizations, industry leading insurance 

and health service companies, and in the role of employer. He 

has been recognized for his work in imaginative design and 

implementation of the integrated, holistic and collaborative 

health ecosystem strategy for Caesars Entertainment and was 

honored as Benefit Professional of the Year 2003 by Employee 

Benefits Magazine based on the missions innovative, effective 

and positive results. Gary was founder and Executive Director 

of Health, Hope & Purpose, Inc., a nationally recognized health 

information non-profit and is the creator and operator of 

both the Health Awareness Tour 2005 and the 2013 Journey 

for Health Tour; both cross-America bicycle tours were 

established by Gary in order to promote health awareness 

and instigate health improvement by the delivery of an 

inspirational, educational message to companies, individuals 

and communities alike. And did so from the seat of a bicycle. 



21

Karen Trumbell English 

Spring Consulting Group 

Partner 

Karen Trumbull English, ARM, CPCU, ACI, 

AU, a Partner with Spring Consulting Group, 

LLC, has 20 years experience in the property/casualty, 

health, and welfare arenas. She provides strategic direction, 

analysis, and implementation expertise and routinely works 

with integrated disability, absence and health management 

programs and also alternative risk financing vehicles. Prior to 

Spring, Karen was a senior consultant with Watson. Karen led 

the regional risk & insurance practice for a small consulting 

firm, held the role of Assistant Risk Manager for one of the 

nation’s largest banks, and was a casualty broker for two of 

the world’s largest insurance brokers. 

Michael Erdil, M.D. 

University of Connecticut Health Center, 

Division of Internal Medicine, Section of 

Occupational Medicine 

Associate Professor 

Michael Erdil, M.D., FACOEM, is a physician with 

Occupational and Environmental Health Network in 

Marlborough MA. Erdil is an Assistant Professor at the 

University of Connecticut Health Center in the Department 

of Internal Medicine, Section of Occupational Medicine; 

an Active Staff Physician in the Department of Internal 

Medicine at Hartford Hospital; an Associate Medical 

Staff Physician in the Department of Internal Medicine, 

Section of Occupational Medicine at Johnson Memorial 

Medical Center; and a Courtesy Medical Staff Physician in 

the Department of Orthopedics, Section of Occupational 

Medicine at New England Baptist Hospital. Dr. Erdil is Board 

Certified in Occupational and Environmental Medicine, 

and a Fellow of the American College of Occupational and 

Environmental Medicine. Dr. Erdil served as a reviewer for 

the Agency for Health Care Policy and Research Acute Low 

Back Problems in Adults 1994; and the American College 

of Occupational and Environmental Medicine Occupational 

Medicine Practice Guidelines 1st edition 1997. Dr. Erdil served 

on the Editorial Advisory Board for the Official Disability 

Guidelines Treatment in Workers Comp 12th edition 2014; 

and the Medical Advisory Board for Reed’s Medical Disability 

Adviser 6th edition 2009. Dr. Erdil has co-authored several 

publications, including Cumulative Trauma Disorders of the 

Upper Extremity, and Biomechanics of Manual Material 

Handling and Low Back Pain for Zenz’ Occupational Medicine 

Mosby 1994; Cumulative Trauma Disorders: Prevention, 

Evaluation, and Treatment Van Nostrand Reinhold 1997; 

the Health Effects Section of the Preamble to the Proposed 

OSHA Ergonomics Rule 1999, and others. Dr. Erdil has been 

an invited speaker at ACOEM, NECOEM, WOEMA, Harvard 

School of Public Health, University of Connecticut Health 

Center, Federal Occupational Health Conference, SEAK, New 

England Baptist Hospital/OEHN Millender Conference and 

other presentations. 

Rich A. Feifer, M.D. 

Aetna 

Chief Medical Officer, National Accounts 

Dr. Richard A. Feifer is the national medical 

director for National Accounts at Aetna 

Inc. He develops and implements strategies to help some 

of the nation’s largest employers improve the health and 

productivity of their members. Prior to joining Aetna, Dr. 

Feifer served as vice president of Clinical Program Innovation 

and Evaluation at Medco, where he was responsible for 

clinical program development, effectiveness, and medical 

integrity, across the company’s portfolio of health and care 

improvement programs. Dr. Feifer participated in the creation 

and deployment of clinical guidelines and care pathways 

during his years at Harvard Community Health Plan and 

Fallon, and continued those efforts at the InterQual Products 

Group of McKesson, where he developed clinical decision 

support criteria. Dr. Feifer’s main professional focus is the 

design, implementation, evaluation, and communication of 

strategies to promote the adoption of “best practices” for 

improving the quality and efficiency of health care. A graduate 

of Brown University and the University of Pennsylvania 

School of Medicine, Dr. Feifer trained in primary care internal 

medicine at Mount Auburn Hospital and Harvard Community 

Health Plan. Dr. Feifer has also received a Masters (MPH) in 

Health Services Management from Columbia University. He 

is a board-certified internist with experience in primary care, 

geriatric and urgent care medicine at the Fallon Clinic. 

Mark Fendrick, M.D. 

VBID Center, University of Michigan 

Director 

A. Mark Fendrick, M.D. is a Professor of 

Internal Medicine in the School of Medicine 

and a Professor of Health Management and Policy in the 

School of Public Health at the University of Michigan. 

Dr. Fendrick received a bachelor’s degree in economics 

and chemistry from the University of Pennsylvania and his 

medical degree from Harvard Medical School. He completed 

his residency in internal medicine at the University of 

Pennsylvania where he was a fellow in the Robert Wood 

Johnson Foundation Clinical Scholars Program. Dr. Fendrick 

conceptualized and coined the term Value-Based Insurance 

Design (V-BID) and currently directs the V-BID Center at the 


University of Michigan [www.vbidcenter.org], the leading 

advocate for development, implementation, and evaluation 

of innovative health benefit plans. His research focuses on 

how clinician payment and consumer engagement initiatives 

impact access to care, quality of care, and health care costs. 

Dr. Fendrick is an elected member of the Institute of Medicine 

of the National Academy of Sciences, serves on the Medicare 

Coverage Advisory Committee, and has been invited to 

present testimony before the U.S. Senate Committee on 

Health, Education, Labor and Pensions and the U.S. House of 

Representatives Ways and Means Subcommittee on Health. 

Dr. Fendrick is the co-editor in chief of the American Journal 

of Managed Care and is an editorial board member for 3 

additional peer-reviewed publications. He is also a member 

of the Institute for Healthcare Policy and Innovation at the 

University of Michigan, where he remains clinically active in 

the practice of general internal medicine. 

Randy Ford 

Unum, National Client Group 

Vice President, Product and Service Solutions 

Randy Ford serves as Vice President in 

Unum’s large employer business segment – 

National Client Group. He is responsible for the development 

and management of various strategic programs and initiatives 

supporting Unum’s large employer business. Responsibilities 

include: product and service solutions, relationship 

development and management, broker and consultant 

markets, and strategic market development. He also serves as 

Unum’s Executive Sponsor for the Unum/UnitedHealthcare 

partnership program. Ford currently serves on the board of 

directors for the Morrison Center, which provides education 

and services to children and adults with developmental 

disabilities. Ford earned a degree in business administration 

from the University of Maine. 

Gary Fritsch 

Cigna 

Product Manager 

Gary Fritsch is a Product Manager, Reporting 

and Analytics at Cigna. He has 23 years 

of experience in Disability and Absence Management 

including claim operations, training and development, 

process development, sales consulting, client data solutions, 

consultative analytics and product and program development. 

Rich Fuerstenberg 

Mercer 

Senior Partner 

Rich Fuerstenberg is a senior partner in 

the Princeton, New Jersey office of Mercer 

Employee Health and Benefits (EH&B). Rich is Mercer’s 

national specialty practice leader for Benefits. As the practice 

leader for Benefits, Rich is responsible for life insurance, 

disability, absence management, dental, and vision benefits. 

The Benefits specialty practice brings clients the same kind of 

industry-leading consulting expertise to ancillary coverage lines 

that Mercer is known for on employer health plans. In addition 

to his leadership responsibilities, Rich provides healthcare 

and group benefits consulting services to some of the largest 

companies in the U.S., cutting across a variety of industries 

such as financial services, technology, aerospace, broadcasting 

and pharmaceuticals. Rich has specialized expertise in the 

areas of active and retiree medical design, health and disability 

management, life insurance design and pricing, and employee 

benefits funding. Regarding funding strategies, Rich is Mercer’s 

national expert in the use of captive insurance companies to 

reinsure U.S. employee benefits. Rich is a Fellow of the Society 

of Actuaries, a Member of the American Academy of Actuaries 

and a Fellow of the Conference of Consulting Actuaries. In 

2008, Rich was named “Power Broker” for Disability Benefits 

by Risk & Insurance magazine. Rich holds a BA degree in 

mathematics, cum laude, from Queens College of the City 

University of New York. 

Lesley Gee 

YAHOO Inc. 

Sr. Manager, Global Benefits 

Lesley Gee has over 15 years of experience 

working in the human resources field and 

specializes in benefit programs. Ms. Gee is currently the 

Sr. Manager, Global Benefits at Yahoo, based in Sunnyvale, 

California. Ms. Gee currently manages leave of absence 

programs, workers’ compensation, and workplace 

accommodation requests. Ms. Gee also manages the 

401(k) plan and benefit activities related to mergers and 

acquisitions. Prior to joining Yahoo, Ms. Gee also held human 

resources management roles at Aviat Networks and Covad 

Communications. Ms. Gee received her Bachelor’s degree 

in Business Administration at California Polytechnic State 

University. 



23

Kimberly George 

Sedgwick 

Senior Vice President, Corporate 

Development, M&A 

Ms. George is a senior vice president, 

corporate development, M&A, healthcare at Sedgwick. 

In this new position, Kimberly will explore and work to 

improve Sedgwick’s understanding of how health care 

reform affects its business models and product and service 

offerings. Kimberly previously served as Sedgwick’s 

managed care practice lead. She joined Sedgwick in 2001 

overseeing integrated disability medical programs and 

later case management services. Prior to joining Sedgwick, 

Kimberly worked as a consultant within the 24-hour health 

and integrated disability management arena. She also held 

a leadership position with a large national managed care 

organization’s case management division. Her career has 

focused on creating health and productivity programs for 

employers, impacting quality and cost of risk. Kimberly has 

been a registered nurse for 20 years. Although she began her 

career as a neuro-trauma nurse, she quickly transitioned to 

the insurance and benefits arena. Her experience in the cost 

containment field spans nearly 20 years. Kimberly’s roles in 

the property and casualty field include product development, 

national telephonic case management and utilization review 

oversight, and integrated disability management as well 

as her previous position with Sedgwick as managed care 

practice lead. Her insurance background includes workers’ 

compensation, short- and long-term disability, auto, 

liability, professional liability, longshore and total absence 

management. Kimberly is an excellent presenter and a 

frequent speaker at national conferences and events. She is 

often featured in industry journals and publications and is a 

highly regarded authority in the managed care and workers’ 

compensation arena. 

Kathy Gerwig 


VP, Employee Safety, Health and Wellness 

Kathy Gerwig is Vice President, Employee 

Safety, Health and Wellness, and 

Environmental Stewardship Officer for Kaiser Permanente, 

one of America’s leading health care providers and not-forprofit 

health plans serving 9.6 million members. Kathy is 

responsible for eliminating workplace injuries, promoting 

healthy lifestyle choices, and reducing health risks for the 

organization’s 175,000 employees and 18,000 physicians. 

Since 2009, employee biometrics and workplace injuries 

show significant improvements. Kathy is also responsible 

for developing, organizing and managing a nationwide 

environmental initiative for the organization. Under her 

leadership, Kaiser Permanente has become widely recognized 

as an environmental leader in the health care sector. Kathy 

has testified twice to Congress on the need for federal 

chemical policy reform, and she has appeared at numerous 

hearings on environmental issues. She is on the boards of 

several leading non-governmental organizations focused on 

safety, health and environmental sustainability in health care. 

Elizabeth Glenn-Bottari 

St. Joseph Health 

Vice President, Chief Operating Officer, 

Integrative Health 

Elizabeth Glenn-Bottari, Vice President 

and Chief Operating Officer for Integrative Health, has 40 

years in the health care, rehabilitative care, and medical 

fitness and wellness industry. As the Vice President, Chief 

Operating Officer Integrative Health, Elizabeth leads the 

Wellness and Health Improvement Division for St. Joseph 

Health. Elizabeth has oversight for the design, operations 

and outcomes for the organization’s employee wellbeing 

strategy. Elizabeth’s solid background includes creating, 

managing and marketing innovative health related products 

and services in the inpatient and outpatient health care arena 

including traumatic brain injury, spinal and neurological 

rehabilitation, physical and sports rehabilitation, cardiac 

and pulmonary rehabilitation, diabetes education, employee 

occupational health, integrated medical fitness centers 

and retail medicine segments of the industry. Elizabeth has 

experience at diversifying health care institutions to include 

integrated medical fitness, retail medicine, health promotion 

and other non-traditional programs and services as profitable 

ventures for the health care system. Elizabeth has excellent 

skills in multidisciplinary leadership, day-to-day operations of 

health care services with strength in interfacing with patients, 

physicians, staff and community. Elizabeth’s commitment 

to prevention, wellness and disease management in 

communities have resulting in Elizabeth receiving multiple 

awards in healthcare leadership including 2008 Medical 

Fitness Association Award for Distinguished Achievement 

in Operations less than 3 years for Synergy Medical Fitness 

Center in Napa, California, 2008 Medical Fitness Association 

Distinguished Service Administrator, and 2011 North Bay 

Women in Business. 


Tammy Green 

Providence Health & Services 

Director, Well-being and Absence 

Management 

Tammy Green has spent her career 

developing innovative approaches to population health 

management, utilizing a unique combination of public and 

private-sector perspective and experience. Most recently, 

she has worked as Director of Well-being for Providence 

Health & Services, developing long-term strategies toward 

improving the health and well-being of more than 80,000 

employees, as well as their families, across the Pacific 

Northwest. In this role, Tammy oversees and provides 

leadership to a range of employee well-being services, 

including health incentive design and integration of wellbeing 

into organizational strategy and development. Prior to 

assuming her current position, Tammy oversaw employee 

health and well-being services in Providence’s Alaska region, 

since 2007. Her initiative and leadership were instrumental 

in the implementation of results-driven health and wellness 

programs for the region’s 4,400 employees. Tammy has more 

than twenty years of experience in health education, disease 

prevention, health program management & implementation. 

Prior to her time with Providence, Tammy led multiple 

initiatives with the Alaska State Department of Public Health, 

culminating in her position as Alaska’s Section Chief for 

Chronic Disease Prevention and Health Promotion. Tammy 

received her undergraduate degree in health and physical 

education from the University of Northern Colorado and her 

master’s of public health (MPH), with an emphasis in health 

behavior change, from Loma Linda University in Southern 

California. As a national speaker, she is considered a thought 

leader on topics such as workplace well-being program design 

and implementation, as well as best and next practices in 

population health management strategy. 

Jon Harris-Shapiro 

Continuance Health Solutions 

President 

Jon Harris-Shapiro is the President of 

Continuance Health Solutions. His projects 

help clients improve the health status of their covered 

population, promote the use of quality health care services, 

and control medical and productivity-related costs. He has 

been developing innovative data-driven solutions for his 

clients for nearly 30 years. His approach integrates actuarial, 

clinical, and statistical methods to uncover the core factors 

influencing the direct and indirect consequences of illnesses. 

His portfolio includes projects that focus on physician 

treatment patterns, patient behavior, benefit plan design, 

provider network configuration, adverse selection, incentive 

programs, and health care financing. 

Eric Hatzenbuehler 

Health & Productivity Consultant 

Eric Hatzenbuehler, Senior Human Resources 

Consultant & Coach, brings 8 years of 

employee health and productivity experience 

with diverse employer groups and industries from across 

Washington, Oregon, and California. His experience includes 

strategic planning, policy initiatives, complex program 

development and detailed execution with corporate employee 

benefits/Insurance brokerages, not-for-profits, insurance 

carriers and public/local government institutions. Eric also 

enjoys working with individuals and small groups to optimize 

personal and professional performance, accomplishments 

and success. He will speak to some of the challenges, 

strategies, plan design components and opportunities 

involved in implementing innovative company-wide workforce 

initiatives, as well as how to capture relevant data, how to 

maintain a program and how to make a case with the data. 

David Hines 

Metro Nashville Public Schools 

Director, Employee Benefits 

David’s career started at Blue Cross Blue 

Shield of Tennessee in claim’s management. 

He went on to serve as the Director of Operations for the 

State of Tennessee Employee Health Plans; Benefit Manager 

for Nissan Motor Manufacturing; benefits consultant; 

Insurance Director for Rutherford County, TN and now 

as Director of Benefits for Metro Nashville Public Schools 

(MNPS). While at MNPS he established a network of 

primary care clinics to serve their employees, retirees and 

their dependents. These clinics, staffed by Family Nurse 

Practitioners are Medical Homes and serve as the main 

conduit for medical interventions with our covered population. 

To help drive individual and group health improvements, 

he implemented a data warehouse that combines medical, 

pharmacy, dental and vision claims, medical records, payroll, 

health risk assessments and evaluation data. 



25

T. Warner Hudson, M.D. 

UCLA Health System and Campus 


T. Warner Hudson M.D., FACOEM FAAFP 

is Medical Director of Occupational and 

Employee Health for UCLA Health System and Campus, 

with about 50,000 employees. He has been working to 

improve employee population health since the 1980s, 

serving in leadership roles as Corporate Medical Director, 

VP of Medical Affairs, VEBA Trustee, Director of Health, 

Safety and Environment, Medical Director of Workers 

Compensation, Medical Director for on - site clinics and more 

for multinational employers and health systems including 

DST, Cisco Systems, and Sutter Health to mention a few 

prior to UCLA. He was President of ACOEM in 2011-2012, 

and is board certified and a fellow in both Family Medicine 

and Occupational Medicine. He has numerous scientific 

publications, was a faculty member at UC Davis for over 

25 years before coming to UCLA, and has worked with the 

University of California office of the President on a variety of 

initiatives across all campuses including moving all of UC to 

tobacco free campuses in 2014, and on a focused wellness 

initiative for injured workers called WorkStrong, as well as 

many UCLA specific initiatives and pilot programs. 

Antonio Iglesias, Pharm.D. 

Pfizer, Inc. 

Regional Medical Director 

Antonio J. Iglesias is a Medical Director in the 

field-based Health Economics & Outcomes 

Research Team whose mission is to help customers discover 

the real-world value, both human and economic, of Pfizer 

products by being a first in class, trusted, customer facing, 

medical partner who meets the real-world needs of our 

customer by generating, interpreting and communicating 

health outcomes and pharmacoeconomic information. 

Tony started his Pharmacy career as a Pediatrics Clinical 

Pharmacist at Jackson Health System in Miami and 

progressed to Coordinator of Academic Programs prior 

to joining Pfizer in November 2003. At Pfizer, he started 

as a member of the Primary Care Business Unit fieldbased 

Medical Outcomes Specialists supporting South 

Florida and in June 2012 he joined the IORS team covering 

the US Southeast. As part of the field-based medical 

organization, Tony has supported key Pfizer therapeutic 

areas collaborating with customers to develop innovative 

and targeted solutions to advance patient care quality. He 

has supported pharmacoeconomics and outcomes projects 

to identify knowledge gaps and help inform formulary 

decision-making across the product cycle. Tony has over 

24 years of health-related experience in various sectors 

including pharmaceutical industry, academia, managed care 

organizations, and government. He received a BS degree in 

Chemical Engineering and a Doctor of Pharmacy degree from 

the University of Florida, and completed a Pharmacy Practice 

Residency in Pediatrics at Jackson Memorial Health System. 

He lives in Miami, Florida. 

Fikry Isaac, M.D. 

Johnson & Johnson 

Vice President of Global Health Services 

Dr. Isaac is Vice President of Global 

Health Services for Johnson & Johnson, 

Inc., in New Brunswick, New Jersey. In this role, Dr. Isaac 

directs the development of health and wellness strategies, 

policies, guidelines, and services worldwide (Occupational 

Medicine, Employee Assistance Program and Wellness). 

Dr. Isaac is also the Chief Medical Officer for Johnson & 

Johnson’s Health & Wellness Solutions – a company offering 

comprehensive wellness solutions for employers, health 

plans, and other organizations. Dr. Isaac is a pioneer in the 

field of workplace health promotion and global health, and 

has introduced innovative approaches to improve the health 

and well-being of populations. He is a published author 

in this field and continues to research population health 

interventions, using rigorous scientific methods, to ensure 

that these interventions deliver meaningful outcomes. His 

broad view spans the fields of clinical medicine, behavior 

change technologies, and economic analyses. Dr. Isaac is an 

outspoken champion of prevention and health promotion and 

has achieved remarkable success within Johnson & Johnson— 

gaining senior management support and funding for health 

improvement initiatives for all Johnson & Johnson employees 

worldwide. 

Kimberly Jinnett, Ph.D. 


Executive Vice President 

Dr. Kimberly Jinnett is Executive Vice 

President at the Integrated Benefits Institute. 

Jinnett joined IBI in June 2005 and is responsible for 

overseeing IBI’s research. Previously, she was a health policy 

researcher at RAND and at the Department of Veterans 

Affairs. Most recently, Dr. Jinnett served as Senior Evaluation 

Officer, developing and managing research investments for 

a major national foundation across a variety of substantive 

areas including leadership, organizational behavior, use 

of incentives and social change. She has served in senior 

management positions in a variety of nonprofit organizations, 

county and federal agencies. Jinnett received her bachelor’s 

degree in psychobiology and master’s degree in public health 

from the University of California, Los Angeles. She received 

her Ph.D. in sociology and health services organization and 

policy from the University of Michigan, Ann Arbor. 


Blessy John 

Discover Financial Services 

Project Manager, Global Benefits Team 

Blessy John works as a Project Manager 

at Discover Financial Services, Global 

Benefits Team. Among her various duties, she is responsible 

for managing the relationship for AonHewitt Leave 

Administration. She has been working at Discover for over 5 

years and was responsible for all aspects of transitioning the 

Discover leave of absence policies and administration from 

the previous vendor to AonHewitt. She has worked in the 

benefits field for over 12 years. She has an MBA from DePaul 

University in Change and Organizational development. 

Brad Johnson 

Sedgwick 

EVP of Operational Strategy and Shared 

Services 

Brad is currently Sedgwick’s Executive 

Vice President of operational strategy and shared services 

with Sedgwick. He is focused on innovation, organizational 

optimization and manages Sedgwick’s support services 

which includes national customer service centers, back 

office claim support operations, Sedgwick’s industry leading 

quality program Performance 360 quality program; and 

numerous process improvements focused on automation, 

customer service and improving the health and productivity 

of Sedgwick’s clients. Over the course of Brad’s career within 

Sedgwick he has been responsible for leading Sedgwick’s 

disability and absence business and managing large complex 

client programs. Brad has significant expertise in disability risk 

management, financial management, process improvement 

and client service. Brad is a graduate of Pace University with a 

Bachelor’s degree in Business Administration. 

Ryan June 

Teladoc 

Director of Healthcare Analytics 

Ryan June is the Director of Healthcare 

Analytics at Teladoc, Inc. He is responsible 

for the methodological approach and analysis of the Teladoc 

value proposition to its customers. Prior to joining Teladoc, 

June was a Medical Underwriter with Oxford Health Plans 

and Tufts Health Plan working to analyze costs and identifying 

client trends to help guide client strategy. June then moved 

to Mercer as a Health and Benefits Consultant, where, while 

working with many large national clients, he continued 

using his analytic background to help develop, analyze and 

implement benefit strategies. Beginning in 2012, he lead 

Mercer’s Telemedicine initiative and was responsible for 

vetting the expanding Telemedicine industry, introducing 

clients to Telemedicine savings opportunities, and providing 

best in market access. A graduate of the University of New 

Haven, receiving a Masters of Business Administration 

concentrated in Finance. 

Dave Keen 

Fraser Health 

Executive Director, FH Workplace Health & 

Provincial WH Call Centre 

A Workplace Health and Safety professional 

celebrated 20 years in healthcare OH&S in April 2014. 

A recognized leader with demonstrated corporate 

level accountability for large public sector, multi-union 

organizations. Presently Executive Director of Workplace 

Health for Fraser Health Authority and the BC Workplace 

Health Call Centre. Fraser Health is British Columbia’s 

largest Health Authority, serving over 33% of the province’s 

population with over 25,000 employees and 2700 physicians. 

The Executive Director position is responsible for providing 

leadership in including occupational health, safety, disability 

management, ergonomics, exposure prevention, violence 

prevention and CISM. As well, leading the provincial 

Workplace Health Call Centre—incident/injury and occ 

health/exposure reporting for all of BC’s healthcare workers 

(110,000 employees). Published researcher. Demonstrated 

leadership abilities and competencies. Highest Gallup Q12 

scores in organization for 3 consecutive surveys. Dedicated 

hockey dad (semi-retired) and advocate of a healthy work and 

life approach. 

Geoff Kilgore 

Change Healthcare 

SVP, Account Management 

Geoff Kilgore is a respected authority in the 

healthcare and benefits arena with nearly 

25 years of industry experience. He has successfully led 

business development and account management activities 

at Mercer, Prudential, UnitedHealthcare and CVS Caremark. 

In his current role with Change Healthcare, Geoff oversees 

sales, new revenue generation and account management for 

the company’s employer, health plan and strategic partner 

relationships. He holds a bachelor’s degree in business 

administration from the University of Georgia. 



27

Ann Kuhnen, M.D. 

The Hartford 

Medical Director, Group Benefits and Workers’ 

Compensation Claim Practices 

Ann Kuhnen, M.D., MPH is currently Medical 

Director, Disability Programs at the Hartford. Ann worked 

previously at Lockheed Martin and GlaxoSmithKline where 

she held a variety of positions responsible for employee health 

and productivity, including leave and disability services and 

wellness. Dr. Kuhnen earned her medical degree at Boston 

University School of Medicine and is a graduate of Boston 

University College of Arts and Sciences. She is board certified 

in both family medicine and occupational medicine. She 

completed a residency in family medicine at the University 

of Wisconsin-Madison and a fellowship in occupational 

medicine at Johns Hopkins Bloomberg School of Public Health 

where she also earned a Masters of Public Health degree. Ann 

served 7 years in the Army National Guard during medical 

school and residency training. After that she served 2 years 

active duty Air Force as a Captain in the Medical Corps, 

including an assignment at Riyadh Air Base during Operation 

Desert Storm. 

Craig Kurtzweil 

UnitedHealth Group 

Senior Vice President, Analytic Innovations 

From 2005 to 2013, Craig joined 

UnitedHealthcare to begin forming a team of 

strategic customer analytic specialists. That team is focused 

on leveraging clinical, financial and consumer behavior 

healthcare data in a strategic customer dialog. Our overall 

goal is to partner with employers helping them to maintain 

healthcare affordability and increase their competitive 

advantage with a healthy and productive workforce. He 

services many customers himself and many more through 

his team. He also is responsible for the continual innovation 

of analytic tools nationally supporting commercial, public 

sector, and government programs. Those innovations focus 

on the ability to hot spot subsets of the population to focus 

on the communities in need of interventions. Starting in 2013, 

Craig assumed the role of Senior VP of Analytic Innovations 

for UnitedHealth Group. In this role he is focused on analytic 

innovations, community health analytics, and complex 

customer support for UHG. He is leveraging the breadth of 

UHG’s data to create actionable insights across a wide array 

of audiences ranging from customers to communities to 

policy makers. He is focused on spreading the best practice 

innovations across the UHG enterprise to impact all of the 

members that it serves. Craig also serves as an Innovation 

Champion for the enterprise. 

Deborah LaBonar, Ph.D. 

Aon Hewitt 

Leader, Absence Analytics 

Deborah is the North American Analytics 

leader for Aon Hewitt’s 360° Absence 

Solutions. With responsibility for analytic consulting and 

measurement, she helps employers understand their program 

outcomes and the associated impact to their business. She 

uses data analytic tools to identify clients’ key drivers of 

absence in order to support fully informed decision making 

with regards to their programs and strategies. With 15 years 

of experience in absence management, Deborah is an expert 

in call center environments with a high incidence of leaves 

and disability. Her skills in uncovering the organizational 

factors driving employee behavior have resulted in savings 

of 20–30% of protected and unprotected lost time. Deborah 

has presented her work at the annual conferences of the 

Disability Management Employer’s Coalition (DMEC), the 

National Business Group on Health (NBGH) and the Society 

of Industrial Psychology (SIOP). She has also co-authored 

several peer reviewed journal articles and white papers, 

and will be a recurring columnist for the DMEC @Work 

publication in 2015. She currently serves on the Integrated 

Benefits Institute (IBI) Research Committee. Deborah 

received her master’s and doctorate degrees in industrial and 

organizational psychology from Purdue University in West 

Lafayette, Indiana. 

Gene Lanzoni 

Guardian Life Insurance Company 

Assistant Vice President, Market and 

Customer Insights 

As Assistant Vice President, Market 

Intelligence for The Guardian Life Insurance Company of 

America, Gene Lanzoni leads research programs to support 

all corporate divisions and profit centers. This includes having 

direct responsibility for the competitive intelligence function 

within Guardian Life’s Group Benefits business. Mr. Lanzoni 

has more than 25 years’ experience as a market research 

professional and broad experience in the financial services 

industry. He previously served as Vice President, Global 

Market Research at Prudential Financial and Vice President 

of Market Research, for U.S. Business at MetLife. Mr. Lanzoni 

is currently a member of research committees serving the 

Life Insurance Marketing Research Association (LIMRA), the 

National Association of Dental Plans (NADP), the Council for 

Disability Awareness and the Integrated Benefits Institute 

(IBI). In addition, he serves on the LIMRA Group Benefits 

and Worksite Marketing committee. Mr. Lanzoni holds a 

bachelors degree in Communications and Marketing from The 

College of New Jersey. 


David Lea 

Reliance Standard Life Insurance 

Regional Practice Leader 

David Lea is a Disability and Absence 

Management practice leader in the western 

U.S. He is responsible for new business development and 

client retention for our absence business (FMLA, ADA, STD, 

LTD) in the region and assists our sales staff in working with 

brokers, consultants and prospective clients. Dave has worked 

in the industry for over 25 years, primarily with a focus on 

disability and absence management in the national accounts 

market. He lives on Bainbridge Island, WA with his wife and 

three sons and is responsible for all markets from the midwest 

to the Pacific Coast. 

Debra Lerner, Ph.D. 

Tufts Medical Center 

Professor and Director, Program on Health, 

Work and Productivity 

Debra Lerner, MS, Ph.D. is a Senior Scientist 

within the Tufts Medical Center Institute for Clinical Research 

and Health Policy Studies (ICRHPS), where she is founder and 

director of the Program on Health, Work and Productivity. 

She is a Professor within the Departments of Medicine and 

Psychiatry within the Tufts University School of Medicine 

and the Sackler Graduate School of Biomedical Sciences. Dr. 

Lerner had dedicated her career to improving the health and 

well-being of working people and enabling them to participate 

fully and productively in the workplace. Under her leadership, 

Dr. Lerner and her colleagues developed the Work Limitations 

Questionnaire (WLQ). The WLQ is used throughout the world 

and has become a standard of “presenteeism” measurement. 

In addition, Dr. Lerner’s team has developed innovative 

intervention programs aimed at improving employee 

functional performance and work productivity. Sponsorship 

for this research has been provided by the National Institute 

on Aging, the National Institute of Mental Health and the 

Centers for Disease Control and Prevention. Dr. Lerner 

has published numerous articles on the topic of health and 

productivity improvement. She has also served on many 

scientific panels and advisory boards addressing health in the 

workplace including the Health Project, which is responsible 

for administering the C. Everett Koop Award to an employer 

that exemplifies excellence in workplace health promotion 

and wellness. 

Ron Loeppke, M.D. 

U.S. Preventive Medicine 

Vice Chairman 

Ron Loeppke, M.D., MPH, FACOEM, FACPM 

is Vice-Chairman of U.S. Preventive Medicine 

(USPM), and serves as co-Chair of the company’s International 

Advisory Board. Dr. Loeppke has over 30 years of experience 

in healthcare and is Board Certified in Preventive Medicine; 

and is a Fellow of both the American College of Preventive 

Medicine (ACPM) and the American College of Occupational 

and Environmental Medicine (ACOEM). Dr. Loeppke is 

Immediate-past President of ACOEM as well as a member of 

the Board of Directors of ACOEM. He is also the Co-Chair of 

the International Occupational Medical Society Collaborative 

(IOMSC) a global initiative involving over 24 countries. He also 

Chairs the CDC Diabetes at Work group. He was the Founder, 

CEO and President of the Health and Productivity Corporation 

of America (HPCA). HPCA was acquired by CorSolutions 

where Dr. Loeppke became Chief Health Officer. CorSolutions 

was then acquired by Matria where he became Chief Strategy 

Officer. Matria was then acquired by Alere. Dr. Loeppke was 

also previously the Chief Medical Officer of PhyCor, Inc., with 

over 25,000 affiliated physicians and $1.3 billion in annual 

revenue. Dr. Loeppke also founded and was President of 

Corporate Health and Medical Programs, Inc., which contracted 

with over 2000 employers (including Kodak, Hewlett Packard, 

Teledyne Waterpik, Anheuser Busch, ConAgra) for onsite 

occupational health and preventive medicine services as well as 

consulting Medical Director services. 

Michelle Martin 

CBS Corporation 

Vice President, HR Specialty Benefits 

Michelle Martin is a Human Resources 

professional with corporate level experience. 

She is Vice President, Human Resources Specialty Services at 

CBS Corporation. In this role she is responsible for the strategy, 

design and performance of CBS’s health and welfare plans, 

employee engagement and the development of HR policies. 

As a human resources professional with broad experience 

Ms. Martin taught a CEBS course at Hofstra University which 

placed emphasis on key economic, accounting and financial 

concepts essential in the administration of employee benefit 

plans. Ms. Martin is a Certified Employee Benefits Specialist 

with a certification in Global Benefits Management. She 

holds an MBA from Adelphi University. Michelle is an active 

member of the human resources community. She is on 

the board of directors of the New York Business Group on 

Health, HealthPass New York and The Leapfrog Group. She is 

Chair of the National Committee on Pharmacy Benefits and 

Personalized Medicine. Michelle also sits on an advisory board 

for Covenant House Mother Child Center in New York City. 



29

Renee Mattaliano 

Laurus Strategies 

Principal 

Renee has over 27 years of experience in the 

field of health and productivity management. 

She has her Master’s in Vocational Rehabilitation Counseling 

from Michigan State University. Renee has worked in the 

insurance industry, managing departments in both workers 

compensation and disability. In addition, she owned a 

consulting firm assisting corporations with the development 

and implementation of absence management programs. 

Renee has also served as the Manager of Integrated 

Disability Management Programs for a major Midwest-based 

pharmaceutical and manufacturing company. She has been 

in the consulting industry for over 15 years with extensive 

experience in the healthcare, manufacturing, gaming, and 

financial and service industries. As a VP for Laurus Strategies 

(A HUB International Company), Renee assists our clients 

address health and productivity issues within their operation 

related to vendor management and coordination, review and 

enhancement of internal process and procedure to enhance 

productivity. Her command of this discipline has gained her 

access to our largest and most complex clients (including 

HSBC Bank, Reyes Holdings, DeVry, ProHealth Care and 

Hospira). She has published several articles on the topic of 

absence management and health and productivity. 

Kathy McAlpine 

Kraft Foods 

Senior Director, Benefits 

Kathy is the Senior Director of Benefits for 

the Kraft Foods Group. She has over 25 years 

of experience working in the human resources and employee 

benefits field. Kraft Foods Group has 24,000 employees 

operating in the U.S., Canada and Puerto Rico and will be the 

largest food and beverage company headquartered in North 

America. Kathy is responsible for all health and welfare, 

retirement and savings plans at Kraft. Previously Kathy had 

responsibility for Kraft Foods U.S. benefits, global employee 

health and wellness as well as benefits communication and 

training. Prior to joining Kraft Foods, Kathy was the Director of 

Compensation & Benefits for The NutraSweet Company and 

held benefits management and human resources positions 

with Bally Manufacturing and Illinois Central Gulf Railroad. 

She earned her bachelor’s degree from Illinois State University 

and her master’s degree from Northern Illinois University. 

Patti McCarver, APRN 

Vanderbilt 

Director,Vanderbilt Health at MNPS Health 

Care Centers 

Patti McCarver graduated with her Diploma 

in Nursing in 1974 from Baptist Memorial Hospital School of 

Nursing. She continued her education by obtaining her Bachelor 

of Science in Nursing from the University of South Alabama 

and her Master’s in Nursing from the University of Mobile. 

She earned her Doctorate in Nursing Science from Vanderbilt 

University. Patti has worked as an emergency room nurse, 

emergency room director, and as a family nurse practitioner in 

private practice and urgent care. Currently Patti is the Director 

of the Vanderbilt Health at MNPS Employee and Family Health 

Care Centers. She has managed the Health Care Centers since 

they opened and played a vital role in designing and opening 

the centers as well as in developing the disease management 

programs for the centers. Patti is married to Lewis McCarver, 

a pediatric cardiac nurse anesthetist, and has two daughters, 

one of whom is a pediatric cardiac intensive care nurse 

and the other is a teacher who is the mother of Patti’s two 

granddaughters. If not working or with her granddaughters you 

can usually find Patti on the golf course. 

Chris McSwain 

Aasonn 

Chief Strategy Officer 

Chris McSwain joined Aasonn as Chief 

Strategy Officer in January, 2015 to lead 

innovation and best practices for their global consulting 

services, business process outsourcing, and human resources 

transformation divisions. He previously served at Walmart 

from 2010-2014 as Vice President, U.S. Benefits, supporting 

1.4M associates. Pursuits outside his corporate roles 

have included serving as the Integrated Benefit Institute’s 

(IBI) Board Chairman. Chris co-founded the “World Wide 

Wellbeing” initiative, bringing thought leaders together 

globally and presenting results to the Organization for 

Economic Co-operation and Development’s leadership in 

Paris. As a long-standing member of the Global Knowledge 

Exchange Network (GKEN), he has served leadership roles in 

support of the “Global Healthy Workplace Awards” in London 

and Shanghai. In 2007, he joined Whirlpool Corporation as 

Sr. Director, Global Benefits where his five-year strategic plan 

helped drive business, employee and financial performance 

improvements over all sub-functional areas of global 

benefits. Business Insurance Magazine named Chris 1 of 20 

“2008 People to Watch” along with Senator Hillary Rodham 

Clinton, Mitt Romney, Warren Buffett and Governor Arnold 

Schwarzenegger. From 2003-2007, he served as Director, 

Compensation and Benefits for SCANA Corporation. 


Completed initiatives at SCANA included a resource center 

designed to deliver an outstanding customer experience, 

lower costs and improved health. Other accomplishments 

included value based benefit designs, data aggregation, 

vendor integration, and a Mobile Medical Unit. Business 

Insurance Magazine named Chris the “2005 Benefits 

Manager of the Year”. 

Oswald Mondejar 

Partners HealthCare 

SVP, Mission and Advocacy 

Oswald “Oz” Mondejar is the Senior Vice 

President of Mission and Advocacy for Partners 

Continuing Care, Inc. (“PCC”), the non-acute care services 

division of Partners HealthCare. Oz works at the intersection 

of policy, advocacy and media, defining PCC’s core values and 

leveraging the organization’s resources in order to maximize 

positive social impact - locally, nationally and internationally. 

He is responsible for mission integration and administrative 

operations across three divisions: Human Resources, Marketing 

Communications, and Community Relations including Adaptive 

Sports. Prior to joining Partners HealthCare in 2001, Oz led the 

New England Region recruitment program for the Social Security 

Administration and worked as a human resources executive 

in a number of different industries including manufacturing, 

hospitality and finance. Internationally recognized for his 

expertise on accessibility, disability rights and workplace 

accommodation, Oz serves on several non-profit boards and 

is an advisor to others. Oz has received numerous awards, 

including the Partners for Youth with Disabilities Christopher 

Dunne Award, Hispanics Executives Making an Impact in 

Boston 20 on the Move, the Massachusetts Commission for the 

Blind Employment Leadership Award, the Disability Law Center 

Leadership Award, and the White House Champion of 

Change Award. 

Carlos Mora, Ph.D. 

Center for Positive Organizational Scholarship, 

University of Michigan, Ross School 

of Business 

Research Scientist 

Dr. Mora holds a Ph.D. in mathematical psychology from 

the University of Michigan. He specializes in the theory 

and application of mathematical models in organizational 

settings, particularly its uses for decision making and program 

evaluation. Dr. Mora has developed measurement models 

for schools, hospitals, and manufacturing organizations. Dr. 

Mora is the president of Determinant, a consulting firm in Ann 

Arbor, Michigan, that provides statistical analysis services to 

public and private organizations. He is a Research Scientist 

with the Center for Positive Organizational Scholarship at the 

University of Michigan. He is involved in a comprehensive 

indicator system of well-being. 

Matt Morris 

ComPsych 

VP, AbsenceResources 

As Vice President of AbsenceResources, Matt 

is responsible for ComPsych’s FMLA and ADA 

compliance programs. An employment lawyer by background, 

Matt has more than 10 years of experience working with 

employers’ FMLA and ADA administration. Matt is a frequent 

speaker on FMLA, state leaves, and the ADA and compliance 

challenges regarding leaves of absence. He was invited by the 

U.S. Department of Labor (DOL) to participate in a roundtable 

discussion about FMLA and authored a response to the DOL’s 

proposed FMLA regulations which was cited 38 times by the 

DOL in the final rule. Prior to his work in FMLA administration, 

Matt practiced employment law representing both employees 

and management in employment litigation, and counseling 

clients on compliance with federal, state and local laws. He 

received his B.A., magna cum laude, from Miami University 

in Oxford, Ohio and his J.D. from The University of Michigan 

Law School in Ann Arbor, Michigan. 

Sri Mummaneni, M.D. 

Pratt & Whitney / Rocketdyne 


Dr. Sri Mummaneni, M.D., MPH has served as 

the medical director for Aerojet Rocketdyne 

in Los Angeles, for 9 years. He has set up or maintained 

onsite medical clinics for several large employers in the 

Los Angeles, including Hospital Corporation of America, 

AIG and Boeing. He has helped companies save millions 

in worker’s compensation costs through improving patient 

communication, medical care, and the administrative process. 

Currently, he leads the medical team at Opus Telehealth, 

a technology company focused on increasing physicianpatient 

communications using mobile platforms. The 

company is developing new technology as well as adopting 

current devices to improve patient outcomes in worker’s 

compensation and reduce costs of claims. Dr. Mummaneni 

completed his residency in Occupational Medicine and 

received his Master’s in Public Health from UCLA. He is also 

currently finishing a fellowship in Integrative and Holistic 

Medicine from the University of Arizona. 



31

Jack Nightingale 

Benfield – Arthur J. Gallagher & Co. 

Vice President, Healthcare Practice 

Jack Nightingale is Vice President of the 

Healthcare Practice for Benfield – Arthur J. 

Gallagher & Co. He is based in the Washington, D.C. area. 

Nightingale provides consulting services to healthcare 

clients in market research, strategy development and 

marketing communications. He helps leading pharmaceutical 

companies, healthcare delivery systems and other healthcare 

stakeholders to develop and implement innovative market 

strategies that deliver value to employers. Nightingale has 

specialized in business strategy and innovation for over 25 

years. After launching his career as a management consultant 

with PricewaterhouseCoopers, he served in leadership roles 

in strategy and business development for Honeywell and 

Monsanto. He moved into the healthcare field in 2000 when 

he became President of a start-up company that developed 

and licensed technologies for antiviral drug development. He 

returned to consulting in 2004 and joined Benfield in 2009, 

where he has contributed to the firm’s thought leadership 

related to healthcare transformation. Nightingale co-authored 

the 2011 book, Bridging the Value Gap: Collaborating 

Along the Health Care Supply Chain to Improve Health and 

Control Costs, One Community at a Time. In 2013, he was 

the lead author for a GE Healthymagination publication, 

“Building Better Healthcare in Cincinnati: How Employers are 

Collaborating with Other Healthcare Stakeholders to Improve 

Health and Reduce Costs in the Queen City.” More recently, 

he has led a joint research project with the American Medical 

Group Foundation to study emerging trends in collaboration 

between employers and provider organizations. Nightingale 

holds a B.A. from Harvard and an M.P.A. from Princeton in 

Economics and Public Policy. 

Joe O’Neill 

Penske 

VP, Compensation & Benefits 

Joe O’Neill is Vice President Compensation 

and Benefits for Penske Truck Leasing and 

has been employed with Penske for 25 years. In this role Joe 

is responsible for strategic planning and day-to-day operation 

of all domestic and international compensation and executive 

compensation programs, evaluation of company acquisitions 

from a Human Resources perspective, and management of all 

global-wide benefit, compensation and compliance programs. 

Prior to his employment with Penske Truck Leasing, Joe held 

various human resource management positions. He was First 

Vice President, Human Resources for MBNA Corporation and 

Assistant Vice President, Human Resources for First Valley 

Corporation. Joe began his career as a Benefits Manager 

for Gilbert Associates. Joe received his BA in Industrial 

Psychology from Kutztown University and his Masters Degree 

in Industrial Relations from St. Francis College. Joe also 

serves on the U.S. Chamber of Commerce Benefits Advisory 

Committee. Joe resides in West Chester, PA with his wife 

Chris and daughters Kelsey and Shelby. 

Thomas Parry, Ph.D. 


President 

Dr. Thomas Parry directs IBI’s activities and 

stewards its research agenda. Before cofounding 

IBI, he served 11 years as Research Director at the 

California Workers’ Compensation Institute. His research 

at CWCI encompassed a wide variety of topics in workers’ 

compensation, including medical treatment patterns, vocational 

rehabilitation costs and effectiveness, legal costs and trends, 

medical utilization, mental stress claims, and physical therapy 

patterns of care. While at CWCI, Parry was engaged in some 

of the earliest research and analysis on 24-hour coverage and 

integrated benefits. Parry speaks on integrated benefits and 

health and productivity issues at conferences and symposia in 

the United States and internationally. He served for five years 

as research advisor to the Roadway Express Inc. Medical Board. 

Parry received his bachelor’s, master’s and Ph.D. degrees from 

the University of California, Berkeley. 

Jim Purvis 

Healthways 

VP, Well-Being Improvement Design 

Jim Purvis joined Healthways in January 

2007 and currently oversees the Healthways 

Well-Being Improvement design team where he coordinates 

the advancement of innovations proven concept learnings into 

Healthways core offerings as well as leading the design teams 

for Healthways product suite. Most recently, Jim successfully 

led a new strategic initiative to design and bring to production 

the Healthways Financial Wellness Program, in conjunction 

with a strategic business partnership with Dave Ramsey and 

the Lampo Organization. Prior work at Healthways includes the 

development of Healthways’ Blue Zones Project communitybased 

change design and the QuitNet tobacco cessation 

program. Jim also leads pilot design and implementations, 

including a recent pilot testing a new approach to behavior 

change blending purpose, mindfulness and neuroscience’s 

brain rewiring theories. Prior to joining the Healthways team, 

Jim spent 20 years at Mayo Clinic in Rochester Minnesota 

where he initially was a clinical social worker and social work 

supervisor, then served as the Director in the Organ Transplant 


Center, where he lead the initiative to create a new Transplant 

Center so patients came to one location for care and all 

providers came to the center to see their patients. He was 

subsequently offered the opportunity to serve as Director of 

Mayo’s telephonic wellness programs. In addition to overseeing 

the pregnancy care program, 24-hour nurse line, and tobacco 

cessation programs, Jim led the initial development of Mayo’s 

Lifestyle Coaching product. Jim holds Bachelor’s degrees in 

Social Work & Psychology as well as a Master’s degree in Social 

Work from the University of Wisconsin-Madison. 

Scott Rabin 

RightOpt/Buck Consultants 

Manager, RightOpt 

Scott Rabin is a Principal at Buck Consultants, 

based in Los Angeles and a member of the 

national Health and Productivity practice. He is the General 

Manager of Buck’s RightOpt Health Exchange Solutions, 

where he works on all aspects of the solution, including 

vendor evaluation and integration, data analytics, and platform 

sustainability. In addition to his work on RightOpt, Scott works 

closely with the sister companies within Xerox to leverage 

our deep experience across the healthcare ecosystem. This 

work focuses primarily in the area of emerging delivery 

system strategies, where he has worked with employers, 

health systems, and health plans to define and develop quality 

and outcomes based network designs. Scott is a nationally 

recognized leader in healthcare data analytics, having held 

leadership roles in this area for two large consulting firms. 

Scott has over twenty years of healthcare experience, the 

last fourteen in consulting. He has a degree in Economics 

from Brandeis University, and is the President of the Board of 

Trustees of Chatsworth Hills Academy, a private, non-profit 

school in the San Fernando Valley. 

Al Rapp 

UPS 

VP, Corporate Benefits (Retired) 

Al Rapp is the recently retired VP of Corporate 

Benefits at United Parcel Service (UPS) after 

37 years of service. He started at UPS in Cleveland, Ohio in 

1977 as a part time employee while attending college. Over the 

next 20 years, Al progressed at UPS and served many Human 

Resource responsibilities while working and living in Cleveland, 

Michigan, Washington, Idaho and Alaska. In 1998, Al relocated 

to Louisville, Kentucky and assumed the role of Vice President 

of Human Resources for the Worldwide UPS Air Operation, 

Airline and Global Network. In 2004, Al and family relocated 

to the UPS Corporate Headquarters in Atlanta, Georgia, as 

he was named the Vice President of Corporate Benefits for 

UPS and their more than 400,000 domestic employees. In 

that role, he was responsible for more than 50 different UPS 

administered and multi-employer health care plans, to include 

both pre and post 65 retiree health care. In addition to medical, 

dental and vision benefits at UPS, Al was responsible for all 

union and nonunion STD, LTD, Life Insurance, AD&D, Disease 

Management, Behavioral Health, EAP, overall Plan Design 

and Wellness. Prior to his recent retirement, Al directed the 

UPS Healthcare Strategy around Direct Contracting, Narrow 

Networks, ACO’s, Centers of Excellence, Exchanges and 

overall ACA Compliance. Following his retirement, Al has been 

providing guidance, direction and input around the future of 

Healthcare, all from a large employer’s perspective. 

Jane Ryan 

Mayo Foundation 

Return to Work Section Head 

Jane Ryan is Return to Work Section Head 

with over 25 years of experience in disability 

management with Mayo Clinic. She was instrumental 

in the development of return to work practices in the 

organization, a program that has received national awards 

for best practice. Previous to working with Mayo, Ms. Ryan 

had several years of related disability and psychiatric case 

management experience in vocational and medical fields, 

working as a Qualified Rehabilitation Consultant (QRC) 

in the private rehabilitation sector, program coordinator 

of a pain management program, nurse therapist in both 

inpatient chemical dependency and psychiatric programs, 

and counselor in a private marriage counseling practice. Ms. 

Ryan is on the board of the Minnesota Chapter of Disability 

Management Employer Coalition (DMEC) where she is Past 

President and current Program Chair. She is a member of the 

planning committee for Impairment Without Disability, an 

annual, national continuing medical education conference 

now in its 8th year. Ms. Ryan is a member of the US 

Department of Labor’s Office of Disability and Employment 

Policy return to work (RTW) Community of Practice (CoP). 



33

Stephen Shaya, M.D. 

J & B Medical Supply 


Stephen Shaya, M.D. graduated from 

Birmingham Brother Rice High School Summa 

Cum Laude. He was awarded a Merit Scholarship to attend 

Wayne State University. During his time at WSU, Dr. Shaya 

won many leadership awards including the Outstanding 

Student Leader in 1991 and Howard Hughes Medical Institute 

Research Grant Awardee. He was selected to serve on the 

Wayne State University Board of Governors from 1991 to 

1993. He attended Wayne State University Medical School 

and graduated in 1996. Dr. Shaya subsequently finished 

training in Family Practice at North Oakland Medical Center 

and a fellowship at Wayne State University for Occupational 

and Environmental Health. Since 2004, Dr. Shaya has been 

the Chief Medical Officer of J & B Medical, a global healthcare 

solutions company. J & B is a privately held global health care 

solutions company based in Wixom, Michigan and started 

in 1996. We have sixteen different business enterprises 

and currently has 16 business enterprises and customers in 

48 states and 28 countries. This innovative company has 

brought many new ideas and solutions forward to the delivery 

care and continues to strive to improve patient access and 

quality. His role oversees all strategy, innovation and growth 

in our company. By leading the planning and development 

of our new enterprises, many describe Dr. Shaya as an 

“intrapreneur”, someone who behaves as an entrepreneur 

within a large organization. 

Bruce Sherman, M.D. 

Employers Health Coalition 


Dr. Bruce Sherman, M.D., FCCP, FACOEM, 

serves as Medical Director of the Ohio-based 

Employers Health Coalition, where he brings health and valuebased 

purchasing strategies to employer members. Similarly, 

he serves as the consulting Corporate Medical Director for 

Wal-Mart Stores, Inc., wherein he advices the development of 

integrated, value-based health and productivity management 

for Wal-Mart’s associates and family members. As an active 

member of the Patient-Centered Primary Care Collaborative, 

Dr. Sherman directly works with the Center for Employer and 

Purchaser Engagement. He is also a member of the leadership 

Boards for both the Integrated Benefits Institute and the 

Center for Health Value Innovation. He is board-certified in 

internal medicine and is also a clinical faculty member for 

the Department of Medicine at the Case Western Reserve 

University School of Medicine. Dr. Sherman received his M.D. 

from New York University School of Medicine, his MA from 

Harvard University and his bachelor’s degree from Brown 

University. 

Karrie Shogren, Ph.D. 

Kansas University Center on Developmental 

Disabilities; Beach Center on Disability at 

University of Kansas 

Associate Professor in the Department of 

Special Education; Associate Director 

Karrie A. Shogren, Ph.D. is an Associate Professor in the 

Department of Special Education and the Associate Director of 

the Kansas University Center on Developmental Disabilities and 

the Beach Center on Disability, all at the University of Kansas. Dr. 

Shogren’s research focuses on self-determination and systems of 

support for youth and adults with disabilities. She is specifically 

interested in how we can implement interventions that promote 

self-determination by teaching self-regulated goal setting 

and problem solving skills across contexts (e.g., education, 

employment, health) to promote valued outcomes. Dr. Shogren 

has published over 65 articles in peer-reviewed journals and 

is the author or co-author of 5 books, and has received grant 

funding from several sources, public and private. 

Robert Simon Siegel 

Global Optimal Health Group 

CEO 

Robert Simon Siegel, MS is a Stress Specialist, 

Psychophysiologist and Author of Six Seconds 

To True Calm: Thriving Skills For 21st Century Living. As CEO 

of Global Optimal Health Group, Robert helps businesses 

transform health into a lower cost productivity driver and helps 

people produce optimal health. A selected speaker at the 

National Wellness Conference in 2010 & 2008, Robert trains 

individuals, health professionals and companies including: 

Chevron USA, NBC, Providence Health Systems, Port of Seattle 

Police Dept., Pritikin Longevity Center, Washington Athletic Club, 

King County Dept. of Natural Resources, LA County Dept. of 

Children’s Services, Pacific Enterprises, TRW and CEOs of multinational 

corporations. From over 20 years clinical experience 

in hospitals, medical centers and private practice, Robert 

developed THE STRESS FIX tm trainings to deliver an uplifting 21st 

century stress remedy that activates the positive power of stress 

as an adaptation vehicle to successfully navigate change with 

greater health, productivity and innovation. A science-based, 

clinically effective methodology, THE STRESS FIX tm introduces 

a new breed of proactive “health-producing” skills missing from 

the health care system to eliminate costly stress damage and 

complement illness prevention. With lifelong skills to better 

operate body, mind and energy, thousands of people have 

improved performance and achieved more vibrant health without 

medications. Robert enjoys integrating cutting-edge science and 

physiology with ancient wisdom from his personal trainings with 

wisdom tradition lineage holders to share rare knowledge and 

multi-use wellness treasures. His science fiction thriller, Thieves 

of Eden, is becoming a graphic novel. 


John Sinnott, M.D. 

USFHealth 

Chairman, Internal Medicine 

Dr. John Sinnott received his M.D. from 

the University of South Alabama. After 

completing an Internal Medicine Residency and Infectious 

Disease Fellowship at the University of South Florida 

(USF) he joined the faculty at USF. He is board certified in 

Internal Medicine and Infectious Disease and is a Fellow 

of the American College of Physicians and the Infectious 

Disease Society of America. In 1992, Dr. Sinnott was named 

to the James A. Cullison Endowed Professorship for his 

distinguished contributions to medical science. In 2012, Dr. 

Sinnott was selected as Chairman of the Department of 

Internal Medicine at the USF Morsani College of Medicine. 

Prior to this, he served as the Director of the Division of 

Infectious Disease and International Medicine from 1991- 

2012, and additionally, was Associate Dean of International 

Affairs for the Morsani College of Medicine from 2005- 

2012. During this time he built the ID faculty from 3 to 18 

members and founded Medicine International. Dr. Sinnott 

has contributed to the ongoing evolution of medicine by 

serving on over 40 local, regional, and national health care 

committees, and publishing over 200 abstracts, articles and 

textbook chapters. Recently, he developed an app, MDstats to 

teach clinicians about medical statistics. Dr. Sinnott has been 

inducted into the Leon G. Smith Infectious Disease Institute 

Hall of Fame. 

Deb Snider 

BAE Systems 

Director, Health & Welfare Benefits 

Deb Snider has over 25 years of benefits 

experience working for large, multi-state 

employers in the telecommunications and aerospace/ 

defense industries in the Washington DC area. Ms. Snider 

has a BS in Human Resources Management from Michigan 

State University and a MA in Organizational Training from 

University of Maryland and has earned her CEBS and CCP 

designations. She is currently Director of Health and Welfare 

Benefits for BAE Systems Inc where she designs and manages 

benefit plans for 40,000 employees and retirees. 

Jamie Stalker, M.D. 

Argonne National Laboratory 

Division Director, Health and Employee 

Wellness Division 

Dr. Stalker joined Argonne National Laboratory 

in 2001 and became the director of medical programming there 

in 2005. A board certified internist and advocate for disease 

prevention, she was convinced that the Department of Energy 

(DOE) contractor mandated workplace occupational health 

clinics had immense potential both for impacting employee 

health and helping slow the increasing costs of medical benefits. 

In her role as the director, she started planning accordingly 

to expand the occupational health clinic services to include 

wellness and disability management services using the 

integrated human capital management concept as her model. 

Now in 2015, Argonne has a robust award winning Wellness 

program in addition to their occupational health clinic. The 

on-site physical therapy program alone demonstrated deferred 

costs of over 1 million dollars in its first year. Prior to her career at 

Argonne Dr. Stalker was a practicing internal medicine physician 

and clinical instructor at Northwestern Memorial Hospital and 

Rush University Medical Center in Chicago. At both institutions 

she was also actively involved in managed care and executive 

steering committees. Dr. Stalker served four years as national 

chair for the DOE EFCOG Occupational Medicine Subgroup 

and currently is on the Board of Directors for NAWHC. She is 

a regular lecturer on safety, leadership, and preventive health 

care topics. Dr. Stalker received her B.S. in Biology from Indiana 

University, M.D. from Rush Medical College, and did her 

residency training at the University of Michigan. 



35

Doug Stover 

Gallup 

Senior Managing Consultant 

Douglas R. Stover is a Senior Managing 

Consultant at Gallup. He is responsible for 

the overall success of the joint venture between Gallup and 

Healthways, Inc., whose mission is to redefine how individuals, 

organizations, communities, and countries measure and 

manage well-being. As a member of the leadership team for 

this groundbreaking venture, he partners with Healthways 

to transition businesses from a narrow focus on employees’ 

physical health to a multidimensional emphasis on their 

customers’ and employees’ overall well-being. Mr. Stover 

also serves as a strategic advisor to Gallup’s leading clients 

on their most pressing employee and customer opportunities 

and challenges. His industry expertise includes the healthcare, 

pharmaceutical, and hospitality sectors. Before joining Gallup, 

Mr. Stover was an associate director at The Advisory Board 

Company, a healthcare research organization, developing 

workplace improvement and customer/patient loyalty 

strategies. Prior to his work with The Advisory Board Company, 

Mr. Stover was a senior consultant with OgilvyOne, charged 

with building strategic marketing solutions for pharmaceutical, 

consumer packaged goods, and retail finance organizations. 

Mr. Stover has also served as a consultant with ICG Commerce, 

specializing in the development of supply chain solutions for 

pharmaceutical clients. Mr. Stover received his bachelor’s 

degree from The Pennsylvania State University and his master’s 

degree in business administration from Georgetown University. 

David Taylor 

Reyes Holdings 

Director of IDM 

Dave Taylor is the Director of Integrated 

Disability Management at Reyes Holdings, a 

privately held global distributor of high quality beer and food 

products. He has a Bachelor’s Degree in Criminal Justice and is 

working on completing his Masters in the same field of study. 

Dave has over 18 years’ experience in workers’ compensation 

and disability claims management, including roles as a claims 

investigator, adjuster, and administrator He has served as 

IDM program manager for Navistar and other employers 

saving millions through implementation of integrated program 

strategies. In his current role, Dave directs the Integrated 

Disability Management department responsible for Workers 

Compensation, Disability, FMLA and related state leaves, Auto 

and General Liability Claims, and transitional duty over multiple 

jurisdictions for Reyes Holdings and its affiliates, overseeing 

all claims handling processes, protocols, and procedures and 

directing the operating unit staff. 

Tamela Thomas 

Washington Athletic Club in Seattle 

Wellness Manager 

Tamela Thomas is Wellness Manager at the 

Washington Athletic Club, Seattle’s premier 

executive club and four-time winner of the 5 Star Platinum Club 

of America. She initiated the WAC’s Wellness Center, which 

now serves 4300 client visits annually. Tamela brings handson 

management experience from her 27 year career, including 

capital improvement projects, directing diverse teams of fitness 

and healthcare professionals as well as overseeing a variety 

of service areas from physical therapy, nutrition, naturopathic 

medicine, acupuncture, group fitness, personal trainers and 

spa. As Program Director of REV, the new executive fitness 

program at the WAC, Tamela created a customized solution for 

health concerns that follow executives into the corner office. 

This comprehensive, progressive, high-touch approach reduces 

catastrophic risk and creates health for enhanced productivity 

and innovation. Tamela will be addressing practicalities within 

the organization such as implementation, progression, and 

challenges. She brings passion to wellness and to overcoming 

obstacles and limitations. 

Jeremy Watson 

Humana 

Wellness Product Owner, Humana Wellness 

Solutions 

Jeremy Watson has 15 years experience in 

health care with skills in sales, business development, product 

development, program management, outcomes analysis and 

more. He has worked in the public and private sector and with 

small and Fortune 100 organizations. Jeremy is passionate 

about helping Humana consumers achieve lifelong well-being. 

Through his current work, he is developing products designed 

to support consumers in their well-being journey and is proud 

to be a part of such an effort. Jeremy received his Master of 

Arts in Physics from the University of Louisville and currently 

lives in Danville, VA with his lovely wife Lori. 


Michael Wehmeyer, Ph.D. 

Kansas University Center on Developmental 

Disabilities; Beach Center on Disability at 

University of Kansas 

Professor of Special Education; Senior Scientist 

and Co-Director 

Michael L. Wehmeyer, Ph.D. is Professor of Special Education; 

Director, Kansas University Center on Developmental 

Disabilities; and Senior Scientist and Co-Director, Beach 

Center on Disability, all at the University of Kansas. 

Dr. Wehmeyer has directed externally funded projects 

totaling almost $30 million conducting research and model 

development activities and personnel and leadership 

preparation activities pertaining to the education and support 

of youth and adults with intellectual and developmental 

disabilities. He is the author or co-author of over 300 peerreviewed 

journal articles or book chapters and has authored, 

co-authored, edited, or co-edited 32 books on disability and 

education related issues, including issues pertaining to selfdetermination, 

positive psychology and disability, transition 

to adulthood, the education and inclusion of students with 

severe disabilities, and technology use by people with 

cognitive disabilities. 

John White, M.D. 

Diagnos-Techs 

Chief Medical Advisor 

After receiving a BA degree from Fordham 

University, Dr. White earned his M.D., 

CM degree from McGill University. Following internship 

at Michigan, and 2 years’ service at the U.S. Coast Guard 

Academy, he returned to McGill for surgical training, and 

then to Johns Hopkins for qualification in Pediatric Surgery. 

Following 10 years on staff at Johns Hopkins, he was 

Professor of Surgery and Pediatrics successively at Albany 

Medical College, Loma Linda, and Mercer Medical College. 

He is the author and coauthor of over 175 peer reviewed 

paper and book chapters, and coeditor of 5 textbooks. 

He was an active member of 18 scientific organizations. 

Following retirement from academic medicine, Dr. White 

joined Diagnos-Techs Laboratory as a medical consultant and 

educator. He now is the Chief Medical Advisor and Chairman 

of the Medical Board. In this position, he is a liaison to the 

medical community, particularly M.D.’s and to the public. He 

represents on-site the Board of Scientific Advisor to Diagnos- 

Techs, and spearheads its R&D and academic activities. 

Charles Yarborough, M.D. 

CYHealthAssociates, LLC 

President / Owner 

Charles M. Yarborough, M.D., MPH, 

FACOEM, FACPM, served 8 years as Director 

for Medical Strategies, Health & Wellness Department, 

Lockheed Martin Corporation (LMC) based in Bethesda, 

Maryland. Dr. Yarborough has over 25 years of experience 

in guiding health initiatives for large corporations including 

Exxon and Caterpillar. For 3 years before joining LMC, he 

was senior managing scientist in New York City for an 

international engineering and health consulting firm based 

in Menlo Park, California. Dr. Yarborough is Board-certified 

in Internal Medicine and also in Preventive/Occupational 

Medicine. He obtained a Doctor of Medicine degree from 

the University of Alabama at Birmingham, and a Master of 

Public Health degree from the Medical College of Wisconsin. 

Dr. Yarborough took his internship and residency training in 

internal medicine at the University of Texas Health Science 

Center at Houston, including developmental therapeutics 

department at the M.D. Anderson Cancer Center, followed 

by training in occupational/preventive medicine at the 

University of Cincinnati Medical Center. Dr. Yarborough is 

on the medical staff of Johns Hopkins hospital in Bethesda 

and is a voluntary physician for a community health center. 

He is an Associate in the Department of Health Behavior and 

Society at Johns Hopkins University Bloomberg School of 

Public Health. Dr. Yarborough is an elected member of Delta 

Omega (the National Public Health Honors Society), is the 

honorary chairman for the non-profit International Corporate 

Health Leadership Council, and served on a health advisory 

committee for U.S. Environmental Protection Agency. 

Dr. Yarborough is serving a third elected term as a member 

of the board of directors for the American College of 

Occupational and Environmental Medicine. 



37

Program Sponsors 

LEVEL 1 

LEVEL 2 

LEVEL 3 

LEVEL 4 

38 2015 IBI Annual Forum Program Sponsors

Notes 

Notes 


45

46 2015 IBI Annual Forum Notes

Notes 


47


595 Market Street, Suite 810 

San Francisco, CA 94105 

tel. 415 222 7280 

fax. 415 222 7281 

info@ibiweb.org 

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