| Wednesday,
May 7th, 2003 |
 |
| 1:00 p.m. - 5:00
p.m. |
| SPONSOR
RESOURCE CENTER |
| |
| 1:00 p.m. - 5:00
p.m. |
| REGISTRATION |
| Sponsored by:
American Express Retirement Services |
|
| 1:00 p.m. - 5:30
p.m. |
| SWBA
GOLF TOURNAMENT |
| Sponsored
by: T.
Rowe Price Retirement Plan Services |
| |
| 5:30 p.m. - 7:00
p.m. |
| OPENING
RECEPTION |
| Sponsored by:
Milliman USA & Fidelity Investments |
| |
| 7:30 p.m. - 9:30
p.m. |
| OPTIONAL
DINNER |
| Sponsored by:
Watson Wyatt & Co. |
| |
| Thursday,
May 8th, 2003 |
|
| |
| 8:00 a.m. - 9:00
a.m. |
| REGISTRATION
|
| Sponsored
by: American
Express Retirement Services |
| |
| 8:00 a.m. - 9:00
a.m. |
| CONTINENTAL
BREAKFAST |
| Sponsored
by: Neuberger
Berman |
| |
| 9:00 a.m. - 9:15
a.m. |
| OPENING
REMARKS AND ANNUAL MEMBERSHIP MEETING |
| Sponsored
by: Charles
Schwab Corporate Services |
| |
| Speaker:
|
| Ken Malcolmson,
Vice President and General Manager, Express Scripts, Inc., SWBA President
|
| |
| 9:15 a.m. - 10:15
a.m. |
| GENERAL
SESSION 1 |
| Making
Value Count - The Secret Ingredient in Benefits ROI |
| Sponsored
by: Blue
Cross & Blue Shield of Texas |
|
|
| Introduction:
|
| Joe Murtaugh,
National Account Executive, Blue Cross & Blue Shield of Texas |
| Speaker:
|
| Dennis Ackley,
Principal, Benefit Partners |
| |
| 10:15 a.m. -
10:30 a.m. |
| BREAK
|
| Sponsored by:
SouthTrust Bank |
| |
| 10:30 a.m. -
11:30 a.m. |
| BREAKOUT
SESSION 1 |
| Track 1
|
| Reigning
in Retiree Health Care Costs - Situation, Motivation, and Action
|
| |
| Moderator:
|
| Steve
Coppock, Retiree Health Care Practice Leader, Hewitt Associates
|
| Speakers:
|
| Organizations
invited to speak include: J.C. Penney Company, Kimberly-Clark Corporation,
and ConocoPhillips |
|
|
| Track
2 |
| Defined
Benefit Plan Funding Challenges |
| |
| Moderator:
|
| John
Neslage, Attorney at Law, Baker Botts |
| Speakers:
|
| C.
Dean Woods, Vice President of Human Resources, CenterPoint Energy
|
| Faye
Deacon, Hewitt Associates |
| |
| 11:30
a.m. - 12:30 p.m. |
| BREAKOUT
SESSION 2 |
| Track
1 |
| Innovative
Solutions – Controlling health care costs and improving worker performance |
| Sponsored
by: TrestleTree |
| |
| Moderator:
|
| Stephanie
Pronk, Senior Consultant, Group and Health Care, Watson Wyatt
& Co. |
| Speakers:
|
| Cheryl
Marthiljohni, HR Compensation and Benefits Supervisor, DuPont
|
|
|
| Track
2 |
| Plan
Sponsor Due Diligence Responsibilities: Opportunities and Liabilities
Under ERISA |
| |
| Introduction: |
| David
Altimont, Principal, MBM Advisors, Inc. |
| Speaker: |
| Ken
Ziesenheim, President, Thornburg Investment Management |
| |
| 12:30
p.m. - 2:00 p.m. |
| LUNCHEON
SESSION |
| Future
Trends In Healthcare Delivery |
| Sponsored
by: Mercer Human Resource Consulting |
| |
| Introduction: |
| Denise
Davis, Consultant, Mercer Human Resource Consulting |
| Speaker: |
| Ken
Abramowitz, Managing Director, The Carlyle Group |
| |
| 2:00
p.m. - 3:00 p.m. |
| BREAKOUT
SESSION 3 |
| Track
1 |
| The
Silent Calamity - What Leapfrog Is Doing About Medical Errors |
| |
| Moderator:
|
| Marianne
Fazen, Ph.D., Executive Director, Dallas-Fort Worth Business Group
on Health |
| Speaker:
|
| Jerry
Kerbo, Benefits Manager, TXU |
| |
| Track
2 |
|
Plan Sponsor Due Diligence: Best Practices in Fund Selection
& Monitoring |
| |
| Moderator: |
| John
Pickett, Senior Vice President, RBC Dain Rauscher |
| Speaker: |
| Chris
Havens, System HR Director, Integris Health |
| |
|
3:00 p.m. - 3:15 p.m. |
| BREAK |
| Sponsored
by: Bank of Oklahoma, Bank of Albuquerque, Bank of Arkansas, Bank
of Texas |
| |
| 3:15
p.m. - 4:15 p.m. |
| GENERAL
SESSION 2 |
| From
Boom to Bust to Betrayal to Bull (Market?) |
| |
| Introduction: |
|
Greg Jenkins, Regional Manager, Charles Schwab Retirement Services
|
| Speaker:
|
| Liz
Ann Sonders, Senior Managing Director and Chief Investment Strategist,
Charles Schwab and Company |
| |
| 4:30
p.m. - 5:30 p.m. |
| SWBA
BOARD MEETING
|
| |
| 6:30
p.m. - 9:00 p.m. |
| DINNER
AT PALACE OF THE GOVERNORS |
| Sponsored
by: Hewitt Associates & Humana |
| |
| Friday,
May 9th, 2003 |
|
| |
| 7:30
a.m. - 8:30 a.m. |
| CONTINENTAL
BREAKFAST |
| Sponsored
by: HCC Employee Benefits |
| |
| 8:30
a.m. - 9:45 a.m. |
| GENERAL
SESSION 3 |
| Insider's
View of Washington: What's Hot and What's Not |
| |
| Introduction:
|
| Mary
Witherow, Vice President, Relationship Management, Fidelity Investments
|
| Speaker:
|
| Douglas
Fisher, Senior Vice President, Government Relations, Fidelity
Investments |
| |
| 9:45
a.m. - 10:00 a.m. |
| BREAK |
| Sponsored
by: The Vanguard Group |
| |
| 10:00
a.m. - 11:00 a.m. |
| BREAKOUT
SESSION 4 |
| Track
1 |
| Does
Consumer Directed Health Care Deliver on Its Promises? |
| Sponsored
by: Buck Consultants |
| |
| Moderator: |
| Dave
Delahanty, National Practice Leader CDHC, Buck Consultants |
| Speakers: |
| Roger
Chizek, Director, US Benefits, Medtronic, Inc. |
| Laurel
Sweatt, Director of Compensation and Benefits, Baylor Health Care
System |
| |
| Track
2 |
| Financial
Education Strategies: What Really Works? |
| |
| Moderator:
|
| Michelle
Morey, Director, Communications, CIGNA Retirement & Investment
Services |
| Speakers:
|
| Judy
Mesecher, Director of Retirement Benefits, Clear Channel Communications
|
| Donald
Cash, HR & Employment Benefits Manager, Lucite International,
Inc. |
| |
| 11:00
a.m. - 11:15 a.m. |
| BREAK
|
| Sponsored
by: MassMutual Financial Group |
| |
| 11:15
a.m. - 12:15 p.m. |
|
GENERAL SESSION 4 |
| Hot-Button
Issues in the US Pharmaceutical Industry |
| Sponsored
by: Aon Consulting |
| |
| Introduction:
|
| Jorge
Font, Vice President, Aon Consulting |
| Speaker:
|
| Neal
Masia, Ph.D., Assistant Director, Economic Policy - Corporate
Policy and Strategic Planning; Pfizer Inc. |
| |
| 12:15
p.m. - 1:45 p.m. |
| LUNCHEON
SESSION |
| Becoming
a Trusted Advisor to Top Management |
| Sponsored
by: Merrill Lynch |
| |
| Introduction:
|
| Ken
Malcolmson, Vice President and General Manager, Express Scripts,
Inc., SWBA President |
| Speaker:
|
| Andrew
Sobel, President, Andrew Sobel Advisors Inc. |
