Here's what you will learn...

Wednesday, May 12, 2010

3:00 pm - 6:30 pm

REGISTRATION

3:00 pm - 6:30 pm

SPONSOR RESOURCE CENTER

Sponsored by: SouthWest Benefits Association

12:30 pm - 6:00 pm

SWBA GOLF TOURNAMENT AT THE QUARRY (Optional)

6:30 pm - 8:30 pm

OPENING GALA (Included in Registration Fee)

Sponsored by: Fidelity Investments, KelseyCare powered by CIGNA & sanofi aventis US

Thursday, May 13, 2010

8:00 am - 9:00 am

REGISTRATION

8:00 am - 9:00 am

CONTINENTAL BREAKFAST

8:45 am - 9:00 am

SWBA ANNUAL MEETING

Speakers: Margaret Walsh, Director, Benefits, OGE Energy Corp., SWBA President

Sponsored by: Envision Pharmaceutical Services and Holmes Murphy & Associates, Inc.

9:00 am - 10:15 am

GENERAL SESSION 1

Developing a Change-Ready Mind Set

In our opening session, Dr. Robert Kriegel will highlight innovative strategies for keeping ahead of the changes, challenges and competition in today's dynamic marketplace. Author of the national bestseller If it ain't broke...BREAK IT!, Dr. Kriegel has been called by US News & World Report one of this country's leading authorities in the field of change and human performance. His last book, Sacred Cows Make The Best Burgers, made BusinessWeek's bestseller list in its first month. An all American athlete and pioneer in the field of sports psychology, Dr. Kriegel has coached both Olympic and pro athletes. Dr. Kriegel is a former advertising executive for Young and Rubicam in New York, has taught at Stanford University's Executive Management Program and was a member of the California Governor's Council. He will outline strategies for gaining the competitive edge by changing the game, by leading customers not following them, and by rethinking rules & redefining roles.

Speaker: Robert Kriegel, Ph.D., Performance and Sports Psychologist

Sponsored by: Blue Cross & Blue Shield of Texas & Operations Excellence Group

10:15 am - 10:30 am

REFRESHMENT BREAK

10:30 am - 11:30 am

GENERAL SESSION 2

It's the Economy, Stupid! A Forecast of Where Health and Welfare Benefits are Headed

In this session we will take a peek at the economic outlook for US companies, particularly those in the Southwest. Experts and indicators seem to be leaning toward a more promising economy, which bodes well for US companies and their workforce. Given the specter of higher taxes, new healthcare legislation, and more financial regulation, it is imperative to gain a better understanding of how will these changes impact your benefits strategies.

Speaker: Dr. M. Ray Perryman, Nationally Recognized Economist & President of The Perryman Group

11:30 pm - 1:00 pm

THURSDAY LUNCHEON SESSION

Tough Times Call for Tough People

Michael has good economic news. Since 1787, our nation has survived 23 recessions, 3 depressions, a civil war, and 2 world wars. History and logic conclude that those who swiftly adapt will survive our present economic calamity. With inspiring examples and humorous anecdotes he explains that we should always prepare for tough times; it�s the price we pay for the incredible benefits of a free market. Even in weak economies, products and services are still needed. The question is: who will provide them? The answer: the greatest servants who increase their competence and are motivated by compelling visions.

Speaker: Michael Broome, Humorist and Motivational Speaker

Sponsored by: Novartis Pharmaceuticals & INTRUST Bank Wealth Management

1:00 pm - 2:00 pm

BREAKOUT SESSION 1: Health Track

The Future of Healthcare: Waiting on Washington - or Not!

Health reform has been the hot topic for the past year, but it did not develop as expected when Democrats took over Congress and the White House in 2009. On the other hand, the evolution of healthcare is being consistently shaped by progress in medical science, advancements in information and communications technology, new diseases and populations to serve and changes in the economics of the medical marketplace. Dr. Jeff Bauer, one of the country's most respected health futurists and medical economists, identifies the trends that matter and explores their implications for employee health benefits. Jeff will conclude the presentation with a list of specific actions that employers can take to guide their planning.

Speaker: Jeff Bauer, Ph.D., Partner, Management Consulting, ACS Healthcare Solutions

1:00 pm - 2:00 pm

BREAKOUT SESSION 1: Retirement Track

The Three Little "Retirement Plans": Part 1

So how do you like your porridge? Or in the case of this session..how do you like your retirement plan? Do you provide a choice between a 401(k), Defined Benefit or Cash Balance Plan? Maybe you have offered the option to continue with the DB plan or take an enhanced defined contribution benefit. Perhaps you have frozen your DB Plan and offered an enhanced match in the 401k) plan. In this session you will hear from 3 companies with very different approaches to their retirement plan. Learn what worked, what didn't and what future plans looks like.

Speaker: Margaret Walsh, Director, Benefits, OGE Energy Corporation

Speaker: Patrick Fletcher, Sr. Manager, Interstate Batteries

Speaker: Theresa Grochowsky, Benefits Consultant, INTEGRIS Health

2:10 pm - 3:10 pm

BREAKOUT SESSION 2: Health Track

Behavioral Benefits: Utilizing Your Program to Influence Cultural Change

Learn how 2 very different employers are designing and managing their healthcare benefits. Southern Methodist University utilizes various communication branding, plan design, audit, disability, health improvement and behavioral initiatives to positively impact the University's culture and business. Started in 2004, the program has evolved significantly over time, resulting in an improved integration of benefits into the SMU culture, faculty and staff health status, reduction in health care claims costs and other benefit plan efficiencies. SMU has successfully kept their faculty and staff engaged over time by keeping the program fresh, relevant and results oriented. Dr. Peter Wald will share how USAA, a financial services company, uses a comprehensive culture of health, complete with services such as screenings, incentives, on-site fitness centers and health clinics, to dramatically reduce the health risks and cost trends of its population.

Speakers: Sheri Starkey, Director of Total Compensation & Assoc. HR Director, Southern Methodist University
Peter Wald, MD, MPH, VP, Enterprise Medical Director, USAA

2:10 pm - 3:10 pm

BREAKOUT SESSION 2: Retirement Track

The Three Little "Retirement Plans": Part 2

This session will feature the conclusion of the discussion from the first Breakout Session, and the opportunity to participate in a question and answer session with our panelists.

Speaker: Margaret Walsh, Director, Benefits, OGE Energy Corporation

Speaker: Patrick Fletcher, Sr. Manager, Interstate Batteries

Speaker: Theresa Grochowsky, Benefits Consultant, INTEGRIS Health

3:10 pm - 3:30 pm

REFRESHMENT BREAK

Sponsored by: Bank of Albuquerque, Bank of Arkansas, Bank of Oklahoma, Bank of Texas

3:30 pm - 4:30 pm

GENERAL SESSION 3

Pop Goes the Communication

In our opening session you will learn how to make your benefits communication stick. Now the focus will shift to the most innovative methods used to communicate the "tough stuff" to employees. An assortment of pop culture-infused multimedia such as Flash video modules, bobble heads, interactive e-cards and online modelers can be utilized to help your audience fully capture the value of your benefits package. In this session you will learn how employers have used these unique techniques to share messages that are easier to comprehend and remember.

Speaker: David Lee, President, PartnerComm

Speaker: Jo Poorman, Senior Director, Marketing Collateral, Health Care Service Corporation

4:45 pm - 5:45 pm

SWBA BOARD MEETING

6:30 pm - 9:30 pm

DINNER AT THE BUCKHORN SALOON (Included in Registration Fee)

Sponsored by: Buck Consultants & Humana

Friday, May 14, 2010

8:30 am - 9:00 am

CONTINENTAL BREAKFAST

Sponsored by: Frost Investment Advisors, LLC

9:00 am - 10:00 am

BREAKOUT SESSION 3: Health Track

Healthcare Roundtables

9:00 am - 10:00 am

BREAKOUT SESSION 3: Retirement Track

Retirement Roundtables

10:00 am - 10:15 am

REFRESHMENT BREAK

10:15 am - 11:15 am

BREAKOUT SESSION 4: Health Track

Health Promotion: Caterpillar Style

Dr. Michael Taylor, MD, FACP, and currently Medical Director for Health Promotion at Caterpillar inc., will detail the challenges and successes of Caterpillar's award winning health promotion program. The presentation will focus on Caterpillar's transition from a traditional health plan offering to a comprehensive program to improve the health and productivity of its employees. The health promotion program is driven by data, is designed to measure the health risk of its population and offers programs to help employees make better lifestyle decisions.

Speaker: Dr. Michael Taylor, Medical Director for Health Promotion, Caterpillar, Inc.

10:15 am - 11:15 am

BREAKOUT SESSION 4: Retirement Track

Retirement Rising: Preparing for the Best of Times or Worst of Times

What happens in Washington won't stay in Washington. New legislation and regulations are bound to emerge from Congress and most certainly will have a major impact on retirement plan strategies. This session will include:

President Obama's proposals to create automatic, payroll deduction IRAs and expand the Saver's Credit
Pension funding relief legislation
Proposed changes to nondiscrimination rules
Legislative and regulatory efforts to increase lifetime income payments from 401(k) plans
Outlook for tax reform and possible impact on retirement plans

Speaker: Brigen Winters, Principal, Groom Law Group

11:15 am - 11:30 am

REFRESHMENT BREAK

Sponsored by: Van Kampen Investments

11:30 am - 12:30 pm

GENERAL SESSION 4

Benefits and Behavioral Economics

Speaker: Harlan Levine, MD, Principal, Towers Watson

12:30 pm - 1:00 pm

FRIDAY BOX LUNCHES

Sponsored by: M&I Trust Company N.A.

1:00 pm

ADJOURNMENT

Additional Sponsors:
Conference Supporters - AstraZeneca, Pfizer & Genentech USA
Conference Brochure - EyeMed Vision Care
Lanyards - Aetna & Pimco
Bags - Prudential Retirement & Towers Watson
Door Prizes - 401(k) Advisors & VSP
Flash Drives - United Healthcare & Diversified Investment Advisors
T-Shirts - CIGNA HealthCare & Principal Financial Group
Room Keys - WEB TPA
Wall Street Journals - P&B Live, A Pension Live, LLC Company and The Maresh - Yoshida Group