2015 IBI Annual Forum - Integrated Benefits Institute

Transcription

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
About IBI
The Integrated Benefits
Institute’s work emphasizes that
healthy, productive employees
promote healthy business.
Contents
About IBI��2
Welcome Letter��3
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.
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
[email protected]
ibiweb.org
2
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.
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 2015 IBI Annual Forum
3
IBI Board of Directors
January 2015
Abbvie
Kraft Foods
Aetna, Inc.
Liberty Mutual Insurance Company
Represented by Edward Scheidler
Director, Health System Initiatives
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 Kathy McAlpine
Senior Director, Benefits
Represented by Dan Lyons
Vice President and Manager-National
Accounts
Marriott International, Inc.
Standard Insurance Company
Represented by Jill Berger
VP, Health and Welfare
Represented by Melissa Harrison-Hiatt
Senior Director, Absence Management
Mercer-Trion
Sun Life Financial
Represented by Phil Lacy
Health & Productivity Practice Leader
Represented by Alexandra Dumont
AVP, Product Management
Pfizer, Inc.
Target Corporation
Represented by William S. Stafford
Director, Employers
Represented by Michelle Steen
Benefits Analyst Manager.
Pinnacol Assurance
The Hartford
Represented by Karyn Gonzales
VP of Medical Operations & Healthcare
Strategy
Represented by Michael J. Dunst
AVP, National Practice Leader
Providence Health & Services Alaska
Represented by Lesley Leiserson
Director, Benefits
Represented by Christopher M. Dezii,
RN, MBA, CPHQ
Director, Healthcare Quality and
Performance Measures
Represented by Tammy Green, MPH,
CHES
Director, Well-being and Absence
Management Providence Health &
Services
Comcast Corporation
Prudential Financial, Inc.
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 ChristianHerman
Executive Director, Healthworks Product
Innovation & Evaluation
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2015 IBI Annual Forum IBI Board of Directors
IBI’s Board of Directors
includes the following
leaders in health and
productivity.
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
The Home Depot
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
Schedule of Events
Monday, March 16, 2015
Time
Activity
Location
1:00pm – 2:20pm
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
Grand
Ballroom
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.
2:40pm – 3:00pm
2015 Forum Begins
Welcome and opening remarks by IBI President Dr. Thomas Parry.
Grand
Ballroom
3:00pm – 4:00pm
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
Grand
Ballroom
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.
4:00pm – 4:30pm
Refreshment Break
Sponsored by National Pharmaceutical Council
Schedule of Events 2015 IBI Annual Forum
5
Monday, March 16, 2015 (continued)
Time
Activity
Location
4:30pm – 5:30pm
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
Grand
Ballroom
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.
5:30pm – 7:30pm
Forum Reception
Enjoy a sweeping view of the city of San Francisco as we come together to network
over cocktails and appetizers.
Crown
Room
Tuesday, March 17, 2015
Time
Activity
Location
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
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
Grand
Ballroom
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.
9:15am – 9:45am
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Refreshment Break Sponsored by The Hartford
2015 IBI Annual Forum Schedule of Events Tuesday, March 17, 2015 (continued)
Time
Activity
Location
9:45am – 10:45am
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
Grand
Ballroom
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.
9:45am – 11:15am
IBI Tools Open House
Join IBI experts for an informal, hands-on walkthrough of our suite of measurement
and modeling tools.
10:45am – 11:15am
Stretch Break Sponsored by Sun Life Financial
11:15am – 12:15pm
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
Grand
Ballroom
Lounge
Pavilion
Room
Lobby Level
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.
11:15am – 12:15pm
Workshop B: Using Consumer Activation to Better Understand Consumer Behavior
and Outcomes
• Craig Kurtzweil, Senior Vice President, Analytic Innovations, UnitedHealth Group
Crystal
Room
Lobby Level
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.
11:15am – 12:15pm
Workshop C: Breaking Through: Communicating for Engagement and Behavior Change
• Janice Burnham, CEO, ROC Group
• Gary Grabarczyk, VP, Corporate Associate Benefits, Robert Bosch
Fountain
Room
Lobby Level
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.
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Tuesday, March 17, 2015 (continued)
Time
Activity
Location
11:15am – 12:15pm
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
French
Room
Lobby Level
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.
11:15am – 12:15pm
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
Garden
Room
Lobby Level
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.
12:15pm – 1:15pm
Lunch and Networking Break Sponsored by Cigna
Join attendees in the Terrace Room for a delicious lunch.
Terrace
Room
Terrace Level
1:15pm – 2:15pm
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
Pavilion
Room
Lobby Level
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.
1:15pm – 2:15pm
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.
8
2015 IBI Annual Forum Schedule of Events Crystal
Room
Lobby Level
Time
Activity
Location
1:15pm – 2:15pm
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
Fountain
Room
Lobby Level
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.
1:15pm – 2:15pm
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
French
Room
Lobby Level
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.
1:15pm – 2:15pm
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
Garden
Room
Lobby Level
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.
2:15pm – 2:45pm
Refreshment Break Sponsored by The Hartford
9
Tuesday, March 17, 2015 (continued)
Time
Activity
Location
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
Pavilion
Room
Lobby Level
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.
2:45pm – 3:45pm
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.
Crystal
Room
Lobby Level
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.
2:45pm – 3:45pm
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.
10
2015 IBI Annual Forum Schedule of Events Fountain
Room
Lobby Level
Time
Activity
Location
2:45pm – 3:45pm
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
• Laurie Brednich, Director, Employee Benefits, GoDaddy, Inc.
French
Room
Lobby Level
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.
2:45pm – 3:45pm
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
Garden
Room
Lobby Level
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.
3:45pm – 4:00pm
Break
4:00pm – 5:00pm
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
Grand
Ballroom
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.
4:00pm – 5:00pm
IBI Tools Open House
Join IBI experts for an informal, hands-on walkthrough of our suite of measurement
and modeling tools.
Grand
Ballroom
Lounge
5:00pm – 5:15pm
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. *
Grand
Ballroom
5:15pm – 6:45pm
Scholarship Reception
NOTE: This event is open to employer attendees and staff from our scholarship sponsors:
Abbvie, Aetna, Anthem/Wellpoint.
Crown
Room
11
Wednesday, March 18, 2015
Time
Activity
Location
7:15am – 8:15am
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.
Grand
Ballroom
8:15am – 9:15am
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
Pavilion
Room
Lobby Level
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.
8:15am – 9:15am
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
Crystal
Room
Lobby Level
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.
8:15am – 9:15am
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
Fountain
Room
Lobby Level
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.
8:15am – 9:15am
12
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
2015 IBI Annual Forum Schedule of Events French
Room
Lobby Level
Time
Activity
Location
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.
8:15am – 9:15am
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
Garden
Room
Lobby Level
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.
9:15am – 9:45am
Refreshment Break Sponsored by Prudential
Grand
Ballroom
9:45am – 10:45am 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 CoDirector, 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
Grand
Ballroom
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.
10:45am – 11:00am Closing
Closing remarks.
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
Michael Erdil, M.D., University of Connecticut Health Center,
Division of Internal Medicine, Section of Occupational Medicine,
Associate Professor
Francisca Azocar, Ph.D., Optum, Vice President, Research and
Evaluation Behavioral Health Sciences
Rich A. Feifer, M.D., Aetna, Chief Medical Officer,
National Accounts
Waleed Bahouth, Humana, Director, Associate Health
and Well-Being
Mark Fendrick, M.D., VBID Center, University of Michigan, Director
Larry Bakke, Wharf Mine, Training Coordinator
Randy Ford, Unum, National Client Group, Vice President,
Product and Service Solutions
Sandi Boller, US Bank, VP, Human Resources
Gary Fritsch, Cigna, Product Manager
Matthew Bowdy, Humana, Outcomes Strategist, Humana
Wellness Solutions
Rich Fuerstenberg, Mercer, Senior Partner
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
Lesley Gee, Yahoo, 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
Wayne Burton, M.D., American Express, Chief Medical Officer
Tammy Green, Providence Health & Services, Director, WellBeing and Absence Management
Joseph Cacchione, M.D., Cleveland Clinic, Chairman, Heart &
Vascular Institute Strategy and Operations
Jon Harris-Shapiro, Continuance Health Solutions, President
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
Eric Hatzenbuehler, Health & Productivity Consultant
David Hines, Metro Nashville Public Schools, Director,
Employee Benefits
T. Warner Hudson, M.D., UCLA Health System and Campus,
Medical Director
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 2015 IBI Annual Forum
15
Ryan June, Teladoc, Director of Healthcare Analytics
Jim Purvis, Healthways, VP, Well-Being Improvement Design
Dave Keen, Fraser Health, Executive Director, FH Workplace
Health & Provincial WH Call Centre
Scott Rabin, RightOpt/Buck Consultants, Manager, RightOpt
Geoff Kilgore, Change Healthcare, SVP, Account Management
Ann Kuhnen, M.D., The Hartford, Medical Director, Group
Benefits and Workers’ Compensation Claim Practices
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
Craig Kurtzweil, UnitedHealth Group, Senior Vice President,
Analytic Innovations
Bruce Sherman, M.D., Employers Health Coalition,
Medical Director
Deborah LaBonar, Ph.D., Aon Hewitt, Leader, Absence Analytics
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
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
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
Renee Mattaliano, Laurus Strategies, Principal
David Taylor, Reyes Holdings, Director of IDM
Kathy McAlpine, Kraft Foods, Senior Director, Benefits
Tamela Thomas, Washington Athletic Club in Seattle, Wellness
Manager
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
Sri Mummaneni, M.D., Pratt & Whitney / Rocketdyne,
Medical Director
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 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
Speaker Biographies
Harris Allen, Ph.D.
Francisca Azocar, Ph.D.
Harris Allen Group
Founder & Principal
Optum
Vice President, Research and Evaluation
Behavioral Health Sciences
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.
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.
Speaker Biographies 2015 IBI Annual Forum
17
Larry Bakke
Michelanne Bradwell
Wharf Mine
Training Coordinator
Konica Minolta
Manager, Benefits
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.
18
2015 IBI Annual Forum Speaker Biographies 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
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.
Chris Chan
Cleveland Clinic
Chairman, Heart & Vascular Institute Strategy
and Operations
Mercer LABS
Innovation Imagineer
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.
20
2015 IBI Annual Forum Speaker Biographies 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.
Kaiser Permanente
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
22
2015 IBI Annual Forum Speaker Biographies 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
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
Kaiser Permanente
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
24
2015 IBI Annual Forum Speaker Biographies 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
Eric Hatzenbuehler
Providence Health & Services
Director, Well-being and Absence
Management
Health & Productivity Consultant
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
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.
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.
25
T. Warner Hudson, M.D.
UCLA Health System and Campus
Medical Director
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
26
2015 IBI Annual Forum Speaker Biographies 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.
Deborah LaBonar, Ph.D.
The Hartford
Medical Director, Group Benefits and Workers’
Compensation Claim Practices
Aon Hewitt
Leader, Absence Analytics
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.
28
2015 IBI Annual Forum Speaker Biographies 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
Ron Loeppke, M.D.
Reliance Standard Life Insurance
Regional Practice Leader
U.S. Preventive Medicine
Vice Chairman
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., 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
Patti McCarver, APRN
Laurus Strategies
Principal
Vanderbilt
Director,Vanderbilt Health at MNPS Health
Care Centers
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.
30
2015 IBI Annual Forum Speaker Biographies 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
Medical Director
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
32
2015 IBI Annual Forum Speaker Biographies 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)
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).
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
33
Stephen Shaya, M.D.
Karrie Shogren, Ph.D.
J & B Medical Supply
Medical Director
Kansas University Center on Developmental
Disabilities; Beach Center on Disability at
University of Kansas
Associate Professor in the Department of
Special Education; Associate Director
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
Medical Director
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.
34
2015 IBI Annual Forum Speaker Biographies 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 FIXtm 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 FIXtm 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.
Jamie Stalker, M.D.
USFHealth
Chairman, Internal Medicine
Argonne National Laboratory
Division Director, Health and Employee
Wellness Division
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 19912012, and additionally, was Associate Dean of International
Affairs for the Morsani College of Medicine from 20052012. 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
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.
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.
35
Doug Stover
Tamela Thomas
Gallup
Senior Managing Consultant
Washington Athletic Club in Seattle
Wellness Manager
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.
36
2015 IBI Annual Forum Speaker Biographies 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.
Charles Yarborough, M.D.
Kansas University Center on Developmental
Disabilities; Beach Center on Disability at
University of Kansas
Professor of Special Education; Senior Scientist
and Co-Director
CYHealthAssociates, LLC
President / Owner
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 DiagnosTechs, and spearheads its R&D and academic activities.
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 2015
45
46
2015 IBI Annual Forum Notes
Notes 2015 IBI Annual Forum
47
595 Market Street, Suite 810
San Francisco, CA 94105
tel. 415 222 7280
fax.415 222 7281
[email protected]
ibiweb.org

2015 IBI Annual Forum - Integrated Benefits Institute

Transcription

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