Agenda

You can have great joy, a successful business and even thrive at a time when we are daily surrounded by bad news. Habeeb shares lessons learned about winning through adversity and thriving in business, at home and with friends while having joy in life.

As a first-generation immigrant who arrived in America at the age of 17, Habeeb overcame various obstacles on his way to becoming a successful, well-respected businessman. His firm is a repeat winner of the 'Best Places to Work' designation and has been recognized with multiple Business of the Year awards. This is a passionate, genuine, and down-to-earth session that will fire up and excite owners, managers, supervisors and employees alike.

DataPath Summit for FSA/HRA has been released to market with COBRA Premium Billing quickly following. Greg will outline the latest developments with Summit as well as the product roadmap for DataPath's new, state-of-the-art technology.

DataPath's highly valued DPI Suite continues to receive significant focus from the company with new investments in both development and support. Learn about current development plans for DPI Suite in addition to new initiatives designed to enhance the user experience.

Product development is the process of bringing products to market as well as the practices and strategies utilized to better satisfy customer requirements through a regulated process. Greg will provide an overview of the updates DataPath is making to its product development process and how these changes will benefit you.

To provide a better customer experience, DataPath has adopted the use of a new customer relationship management (CRM) system. This system enables us to significantly improve our interactions with customers by organizing, automating, and synchronizing customer information from all areas of the company, including customer service, technical support, sales, and marketing. New initiatives on the horizon due to CRM include an improved support ticket process, implementation of call center software, and implementation of customer satisfaction surveys.

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We realize that first impressions are important. Too often cards are delivered late. To address this issue, DataPath has negotiated an agreement with a new card production company. Art will provide an overview regarding this initiative.

Coach runs continuous loops back and forth between Downtown Disney and Marriott World Center, departing Downtown Disney at each :00 and :30 and the hotel at each :15 and :45

Having a difficult time convincing your brokers to offer HSAToday™ because of the fees involved? Learn how to successfully approach brokers and banks. Christina Heckathorn has a proven track record of selling HSAToday™ and is a popular conference speaker on the topic of marketing HSAs.

DataPath clients use DPI Premium Billing to create revenue from a variety of unconventional sources. Gain a better understanding of DataPath's direct billing platform. Hear actual examples from a panel of innovative TPA's of business models and opportunities that can be used immediately for your business.

Get the highly trained, scalable assistance you need during busy periods without sacrificing continuity or adding complicated processes. DataPath claims entry, fulfillment, and related Business Process Outsourcing services can eliminate concerns over turnover of trained personnel, allows staff reassignment to more beneficial functions such as customer service or account management, and compares very favorably in cost vs. in-house production. Learn more directly from DataPath BPO staff representatives and some of the DataPath clients currently using these services.

• Easing the Burdens of Enrollment — Moderator: Scott Yielding – Operations Director, DataPath Administrative Services
  Hall of Cities, Chicago Room
• Back Office Solutions for Private Exchanges – Moderator: Parker Davis
  Hall of Cities, Denver Room
• Industry Challenges and Developments with ACA Reporting — Moderator: Carmen Smith — Legal Counsel, DataPath, Inc.
  Hall of Cities, New York Room
• Improve Staffing Requirements through Cross Training and Communication — Moderator: Kyle Hoffman — Implementation Specialist, DataPath, Inc.
  Hall of Cities, Miami Room

• Summit and DPI-Suite Product Features – Moderator: Greg Licata
  Hall of Cities, Chicago Room
• Project Management Techniques to Improve the Employer Experience — Moderator: Scott Yielding
  Hall of Cities, Denver Room
• Marketing Support and Communication Strategies to Grow Your Business — Moderator: Bo Armstrong — Director of Marketing, DataPath, Inc.
  Hall of Cities, New York Room

Learn more about the current and future landscape of the industry as John provides an invaluable regulatory update.

Learn more about the current and future landscape of the industry as John provides an invaluable regulatory update.