Agenda

Tuesday, April 26

  • 7:00 - 9:00 p.m.
  • Welcome Reception
    Fireside Terrace
    Sponsored by:Sponsored by Armstrong Bank

Wednesday, April 27

  • 7:30 - 8:45 a.m.
  • Buffet Breakfast
    Fireside Terrace

  • 9:00 - 9:30 a.m.
  • Opening Remarks
    John Robbins, Jr., President and CEO, DataPath, Inc.
    Grand Ballroom
  • 9:30 - 10:30 a.m.
  • Improving the Customer Service Experience
    Jeremy Johnson, Director of Customer Support, DataPath, Inc.
    Grand Ballroom

    DataPath Customer Support has undergone many internal changes over the past year to improve the service you receive. Johnson will go over key metrics and talk about our vision for the future.

  • 10:30 - 10:45 a.m.
  • Morning Break
    Grand Ballroom Foyer
  • 10:45 - 11:45 a.m.
  • Climbing to the Summit: One TPA’s ‘Real World’ Transition Experience
    Scott Yielding, Operations Director, DataPath Administrative Services
    Grand Ballroom

    Yielding and his team began converting existing customers to the Summit platform in mid-2015. Those considering a move to Summit will want to hear his thoughts on what went smoothly and what he would do differently in hindsight.

  • 11:45 a.m. - 1:00 p.m.
  • Buffet Lunch
    Fireside Terrace
    Sponsored by:Sponsored by Armstrong Bank
  • 1:00 - 2:00 p.m.
  • Client Awards Presentation
    Grand Ballroom
  • 2:00 - 2:45 p.m.
  • Where the Rubber Meets the Road(Map):
    Strategic Product Enhancements, Progress, and Plans

    Greg Licata, Vice President for Product Development, DataPath, Inc.
    Glen Hoffman, Vice President and HSAToday® Product Owner, DataPath, Inc.
    Todd Eason, Premium Billing Product Owner, DataPath, Inc.
    Grand Ballroom

    Licata, Hoffman and Eason will share current efforts and future plans to enhance and expand DataPath products and services including Summit, the DPI distributed systems, and Premium Billing.

  • 2:45 - 3:15 p.m.
  • Afternoon Break
    Grand Ballroom Foyer

    Sponsored by: Sponsored by ECFC
  • 3:15 - 4:15 p.m.
  • Where the Rubber Meets the Road(Map):
    Strategic Product Enhancements, Progress, and Plans
    (cont’d.)
    Greg Licata, Glen Hoffman, Todd Eason
    Grand Ballroom
  • 4:15 - 4:30 p.m.
  • Review and Wrap-Up
    Grand Ballroom
  • 5:15 p.m.
  • Coaches begin loading at JWMarriott for 5:45 departure to Coors Field
    JWMarriott Lobby Entrance
  • 6:40 p.m.
  • DataPath Rockies Night at Coors Field
    Colorado Rockies vs. Pittsburgh Pirates

    Sponsored by:Sponsored by MasterCard®

Thursday, April 28

  • 7:30 - 8:45 a.m.
  • Buffet Breakfast
    Fireside Terrace
  • 9:00 - 9:45 a.m.
  • Making Money with HSAs: Exploding Market, Exploding Opportunity
    Brian Hayes, Implementation Manager, DataPath, Inc.
    Grand Ballroom

    Total HSA accounts grew to 16.7 million by the end of 2015. HSA adoption increased by 42 percent during the first half of 2015, with Millenials (those born in the 1980s and 1990s) accounting for 33 percent of overall enrollment. As we transition from traditional to high-deductible plans, the HSA market is growing at an astounding pace – and TPAs are key to managing this transformation. Take another look at HSAs from the TPA point of view and gain tools to help you sell with confidence in today's HSA marketplace.

  • 9:45 - 10:45 a.m.
  • Affordable Care Act: The Path Forward
    Grace-Marie Turner, President, The Galen Institute
    Grand Ballroom

    In addition to reviewing the impact of the Affordable Care Act and the changes made so far, Turner will discuss the politics of repeal and replace and what happens with a new president in office. Founder of the Galen Institute, the 21-year-old public policy research organization that promotes informed debate over free-market ideas for health reform, she is uniquely qualified to answer your questions on what's to come.

  • 10:45 - 11:00 a.m.
  • Morning Break
    Grand Ballroom Foyer
  • 11:00 - 11:30 a.m.
  • Panel Discussion: Premium Billing Equals Premium Business
    Moderator: Charles Robbins, Director of Sales, DataPath, Inc.
    Panelists: Richard Patrick, President, Patrick Consulting Group
    James Rumple, Director of Benefit Continuation, Chard-Snyder
    Grand Ballroom

    Patrick and Rumple will share their experiences in using DataPath Premium Billing and the Third-Party Payer functionality to better serve their customers and open new avenues for business growth.

  • 11:30 a.m. - 12:00 p.m.
  • Panel Discussion: The Future of HSAs is Today
    Moderator: Brian Hayes, Implementation Manager, DataPath, Inc.
    Panelists: Kim Malleolo, Benefits Consultant, ProBenefits, Inc.
    Linda Meyerhoffer, Owner, Benefit Solutions
    Kevin Murphy, President, Superior State Administrators
    Grand Ballroom

    Malleolo, Meyerhoffer and Murphy will share their experiences in creating revenue with HSAToday® including tips on demonstrating value and selling successfully against competitors offering "free" accounts.

  • 12:00 - 1:00 p.m.
  • Buffet Lunch
    Fireside Terrace
    Sponsored by:Sponsored by Armstrong Bank
  • 1:00 - 2:00 p.m.
  • Keynote: Winning Well: How to Lead Your Team to the Top without Losing Your Soul (Or Your Mind!)
    David Dye, President, Trailblaze, Inc
    Grand Ballroom

    Do you ever wish your team was more engaged, would get more done, or solve more problems on their own? Are you frustrated, working harder and harder, but not seeing results? Do you feel like your team doesn’t hear you? Dye will provide practical tools to get more done, build teams that care, and achieve results. He will also facilitate a session on leadership and team-building during the Breakouts..

  • 2:00 - 3:00 p.m.
  • Breakout Sessions
    RoomTopicDiscussion Leader
    Blue Bell RoomTeam Building/LeadershipDavid Dye
    Aster RoomProduct RoadmapsGreg Licata
    Rose RoomCustomer SupportJeremy Johnson
    BoardroomSummit TransitionScott Yielding
  • 3:00 - 3:30 p.m.
  • Afternoon Break
    Grand Ballroom Foyer
    Sponsored by: Sponsored by ECFC
  • 3:30 - 4:00 p.m.
  • Review and Wrap-Up
    Grand Ballroom

  • 4:00 p.m.
  • Evening on your own!

    Take advantage of this time to explore Denver’s many options for dining, entertainment, and shopping, including many right here in the Cherry Creek district.

  • 6:00 - 10:00 p.m.
  • Continuous Shuttle to Downtown and Larimer Square

    Planning to spend some time this evening in the Downtown Denver or Larimer Square districts? Hop aboard the free shuttle for DataPath conference attendees, compliments of Armstrong Bank! The shuttle will run a continuous loop from JWMarriott → Downtown → Larimer Square → JWMarriott from 6:00 p.m. through 10:00 p.m.



Friday, April 29

  • 7:30 - 8:45 a.m.
  • Buffet Breakfast
    Fireside Terrace
  • 9:00 - 10:30 a.m.
  • 2016: Let’s Talk Flex
    John R. Hickman, Partner, Alston & Bird LLP
    Grand Ballroom

    The ACA has brought a great deal of change to the world of flex, FSA, and health benefits. Hickman will walk us through the Flex timeline to present-day challenges. Part One will cover the current state of Flex and account-based plan compliance issues, focusing on Section 125 and ERISA requirements for account-based plans such as the cafeteria plan proposed regulations, ERISA plan asset/trust requirements, discrimination testing, TPA licensing requirements and HIPAA. Part Two will address the Cadillac tax and proposed legislation impacting FSAs and HSAs. In addition, Hickman will debunk compliance myths related to individual health coverage arrangements and wellness programs. Ample time will be allowed throughout for interactive discussion.

  • 10:30 - 10:45 a.m.
  • Morning Break
    Grand Ballroom Foyer
  • 10:45 - 11:45 a.m.
  • 2016: Let’s Talk Flex, Part 2
    John R. Hickman, Partner, Alston & Bird LLP
    Grand Ballroom
  • 11:45 a.m. - 12:00 p.m.
  • Closing Remarks
    John Robbins, Jr., President and CEO, DataPath, Inc.
    Grand Ballroom

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