32nd ECFC Annual Symposium Speakers

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Joan Christensen is Vice President of Healthcare Solutions at First Data.  She works with her clients to create efficiencies and innovations in the healthcare space for Payers, Providers, Benefit Administrators and Revenue Cycle Managers.  In her previous role as Vice President of Healthcare Services, Joan Christensen led the healthcare team and was responsible for client services, implementations, developing new products and enhancements to existing product functionality.  First Data provides end-to-end payment solutions that streamline the healthcare experience for patients, physicians, and payers.  First Data is one of the largest processors of healthcare payments and card processing.  Christensen joined the healthcare team in 2003. Joan represents First Data in several industry organizations. Joan was nominated and is a board member of the Employee Council for Flexible Compensation (ECFC). Joan joined First Data in 1985. 


 
 

Chad J. Willett (National Speakers Association/ Screen Actors Guild) is a TEDx speaker, two time author, and creativity and innovation leader who trained at the world famous improvisational school, “The Groundlings.” He was featured in the hit films “She’s All That” with Paul Walker, “Halloween H2O,” with Jamie Lee Curtis and “Can’t Hardly Wait” with Jennifer Love Hewitt.

Chad has also worked for three fortune 500 companies (Manpower, ITT Technical Institute and the Washington Post) and is the owner/ operator of Broadway2LA Acting Studio. He leverages his acting background with his experience in working America to create one of a kind keynote addresses/ workshops for his audiences.

Chad is a member of St. Mary’s Church in German Village, Ohio and the creator of “Make Faith Matter.” He has also been involved with “Big Brothers, Big Sisters”, and a reading literacy program for adults. Finally, Chad is married to his wife Erika, and is a proud father to his baby girl, Scarlett.


 
 

McKenzie Bennett joined Mehlman Castagnetti Rosen & Thomas in 2019 after serving in a number of influential health policy positions on Capitol Hill.

Most recently, McKenzie was the Senior Health Policy Advisor for Senator Maggie Hassan (D-NH), a member of both the Senate Committee on Finance and the Senate Committee on Health, Education, Labor and Pensions (HELP). Prior to working for Hassan, McKenzie was a Health Policy Advisor to former Democratic Leader Harry Reid (D-NV), spearheading his work on public health and women’s health, as well as coordinating the caucus strategy on such issues.

While working with Senator Hassan, McKenzie led the development, planning and coordination of Hassan’s work on health care. Among her accomplishments was securing increased funding for New Hampshire, one of the states hardest hit by the opioid crisis, to help combat the crisis. McKenzie also worked on numerous bills to increase public health and provider tools to help patients addicted to opioids, including legislation to increase access to medication-assisted treatment and to improve care coordination.

McKenzie also led Hassan’s work to address surprise medical bills, drafting legislation to protect patients from such bills and to resolve payment disputes between plans and providers. She has worked across the aisle and with several key stakeholders on this initiative.

During her time with Leader Reid, McKenzie worked on a number of high-profile health care priorities, including helping to negotiate the passage of the $1.1 billion supplemental appropriations legislation to address the Zika virus in 2016. She also represented the Democratic Leader during several negotiations on health care issues. McKenzie has extensive experience with the Senate budget process, including as part of a key group of Leadership and Committee staffers arguing before the Senate Parliamentarian during the budget reconciliation process related to the Affordable Care Act in 2015. She was also involved in the passage of the 21st Century Cures Act, the Comprehensive Addiction and Recovery Act, and several other pieces of legislation.

McKenzie began her career on the Hill with Senator Sherrod Brown (D-OH), where she conducted research on health care issues, and then moved to the office of Senator Jim Webb (D-VA).



Sage Eastman
is a senior Republican strategist with two decades of policy, political and government experience. While as steeped in political campaigns as he is in congressional policy debates, Eastman is most known for his close relationships and being widely respected on both sides of the aisle and both sides of Capitol Hill.Having spent six years as a senior counselor to the Ways and Means Committee and its Members – serving variously as Senior Advisor, Deputy Staff Director and Director of Strategy – there isn’t a tax,health or trade battle that Eastman hasn’t worked. During his tenure on the Hill, Eastman was as likely to be found huddled on the House floor with senior House Republican leadership staff as he was working to bring about an unprecedented era of cooperation between the Ways and Means and Energy and Commerce committees.Eastman was a key driver behind the Ways and Means Committee’s extensive work to craft the most comprehensive re-write of the taxcode since 1986,quarterbacking the effort to solicit and incorporate input from stakeholders and thought leaders.


 
 

John Hickman, CFCI,  is head of the Alston + Bird, LLP Health Benefits Practice where he leads five attorneys devoted exclusively to new health care reform issues under PPACA, HIPAA privacy, flexible benefits, and other health and welfare benefit issues. Hickman has been a pioneer in the consumer directed health care arena and has worked closely with health plans, financial institutions and employers as well as the IRS, Treasury, and DOL in developing guidance for tax-favored health reimbursement arrangements (HRAs) and health savings accounts (HSAs). Hickman has been listed in The Best Lawyers in America (Woodward/White) and Who’s Who Legal in the employee benefits area. Hickman has lectured widely and published articles on HIPAA, ERISA litigation, cafeteria and health plan issues. He is co-author of the “Cafeteria Plans Manual,” “HIPAA Portability and Privacy” and “Consumer-Driven Health Care” (published by the Employee Benefits Institute of America). Hickman is head of the Technical Advisory Committee and is on the board of the Employers Council on Flexible Compensation (ECFC). Hickman is also an adjunct professor of law at Emory University School of Law.


 


Ashley Gillihan 
is counsel in the Atlanta office of Alston & Bird, LLP, and a member of the firm’s Employee Benefits and ERISA Litigation Groups. Gillihan focuses his practice exclusively on health and welfare employee benefit compliance and litigation issues for employers, health plan administrators, and other health and welfare benefit plan service providers. He also has extensive experience assisting financial institutions and insurance companies who serve as health savings account trustees or custodians.

 

Gillihan serves as a faculty member and/or technical advisor for several health and welfare benefit plan focused organizations. He is a member of the ECFC Technical Advisory Group and the board of editors for the Benefits and Compensation Law Alert published by M. Lee Smith Publishers. He is a faculty member for the Institute for Applied Management and Law, and he was recently named a contributing author for the Flexible Benefits Answer Book published by Aspen Publishers. 


 


Nicky Brown
, ACFCI, CCEP, CAS, is the Vice President, Compliance Services at WageWorks. Nicky has more than 16 years of experience in flexible benefits, compliance, consulting and management. In her previous role as the Assistant Vice President of Shared Services at CONEXIS, she had oversight of compliance, information security, vendor management, and contract administration.

Ms. Brown attended the University of Tulsa and is an Advanced Certified Flexible Compensation Instructor (ACFCI) and COBRA administration specialist (CAS) through the Flexible Compensation Institute, LLC, a wholly-owned subsidiary of ECFC. She is also a Certified Compliance and Ethics Professional (CCEP) through the Society of Corporate Compliance Certification Board. She currently serves on the board of the Special Interest Group for IIAS Standards (SIGIS).




Candy Darr, CFC, is the Senior Manager for Creative Services and Partner Marketing for DataPath, Inc. In this role, she is responsible for the creative execution of company marketing plans and the development of marketing programs and materials to support DataPath clients. Prior to joining DataPath in 2008, Darr had worked in the marketing and advertising field for nearly 25 years, including 11 years as president and creative director for a full-service ad agency.

 


 


Ben Morris
 is President of UMB Healthcare Services. He has been with UMB for 20 years and is responsible for the direction and growth of the segment, including health savings accounts, multi-purpose debit cards and healthcare payment strategies to health plans, third party administrators, and technology companies.

Ben has been instrumental in helping to grow the HCS business to $2.6 billion in deposits and more than 1.25 million health savings accounts, along with over 6 million multi-purpose benefit cards. In addition, he also helped to launch other healthcare products such as payer to provider virtual cards and the health claims portal, HealthPay View.  

He started his career at UMB in 1998 and has worked in several different areas of the bank including Treasury Management, Merchant Services and Healthcare Services.  
Ben graduated from the University of Missouri and has his Executive MBA degree from Rockhurst University.  

In addition Ben has been an industry leader including serving as a current board member of the Employer’s Council of Flexible Compensation (ECFC). He is also a member of the American Banker’s Association HSA Council and Self-Insurance Institute of America (SIIA).  Ben is known as a thought leader throughout the country on a range of topics related to healthcare financial products and services and healthcare reform.


 


William F. Sweetnam
 is the ECFC Legislative & Technical Director. Prior to joining ECFC, he was principal at the Groom Law Group, the nation’s largest employee benefits specialty law firm.Before joining Groom in 2005, he was the benefits tax counsel in the Office of Tax Policy at the U.S. Department of the Treasury. Prior to that, Sweetnam was tax counsel on the Majority Staff of the U.S. Senate Committee on Finance, under the chairmanship of Senator William Roth of Delaware. He is a graduate of Rutgers University (N.J.) and of Fordham University School of Law (N.Y.).

 


 

Sue Sieger, ACFCI, CAS, has over 25 years of experience in the employee benefits industry and she works as a senior compliance consultant at Employee Benefits Corporation for the past 6 years.  Prior to her role at Employee Benefits Corporation, Ms. Sieger was the general manager of a third party administration firm for over 20 years that specialized in tax advantaged accounts. She has worked with thousands of employers and has become a leading specialist in Section 125, Section 105 HRA Plan design and administration as well as ERISA compliance.

Ms. Sieger received a bachelor’s degree in business administration with an emphasis in personnel/human resources from the University of Wisconsin-La Crosse. In 2006, she earned a Master’s degree in servant leadership from Viterbo University (Wis.), and in 2010, she earned a Graduate Certificate in ethical leadership in organizations also from Viterbo University.

Ms. Sieger is a frequent speaker on employee benefits and regularly conducts employer and agent training nationwide.  She has conducted seminars for the Society of Human Resources, the Wisconsin Association of School Boards (WASB) and the Wisconsin Association of Health Underwriters (WAHU) and Minnesota Association of Health Underwriters (MAHU)  to name a few.

Ms. Sieger obtained the designation of Certified in Flexible Compensation (CFC) in 1999, and Certified in Flexible Compensation Instruction (CFCI) in 2002 from the Employer Council on Flexible Compensation (ECFC). As a member of the national charter class, she received her designation with honor status, testing in the top five percent of her class. In addition, in 2012, Ms. Sieger obtained the COBRA Administration Specialist (CAS) designation and the Advanced Certificate in Flexible Compensation Instruction (ACFCI).

She currently serves on ECFC’s Conference Committee for the Annual Conference and the Annual Administrators’ Symposium. She currently serves on the ECFC Education Committee and previously chaired the committee. Ms. Sieger oversees the ECFC credential programming and leads a group who have developed curriculum to train industry professionals in all aspects of flexible compensation and tax advantaged employee benefit programs, as well as serves as faculty for a variety of ECFC courses and is a regular speaker at the ECFC Annual Administrators’ Symposium.  Specifically, Ms. Sieger helped develop the Flexible Compensation Specialist (FCS) designation that is used to train customer service representatives who work with tax advantaged plans, the COBRA Administration Specialist (CAS) designation in 2011, and the Advanced Certified in Flexible Compensation (ACFC) in 2012.

Ms. Sieger is also the current chair of the SIGIS Eligible Products List Committee, an industry group that regularly reviews and approves items to be included in the Inventory Information Approval System (IIAS) used for health care debit card transactions. 


 


Tara Silver-Malyska JD, CEBS, MBA, FLMI, is a Director in the Willis Towers Watson Health & Benefits Compliance group. 

Tara is an accomplished attorney with more than 20 years of experience focused on employee benefits, including health and welfare, qualified retirement and executive compensation. 

She held positions with four big four accounting firms, and served as Employee Benefits Counsel for a global actuarial and consulting firm. She has also provided advice to a government agency regarding appeals of defined benefit entitlements.

Tara monitors and analyzes employee benefits legislative and regulatory issues, writes and peer reviews technical articles, performs related research, and provides guidance to clients and consultants. Her consulting experience includes plan design, drafting, and qualification, correction program and compliance issues, government filings, reporting and disclosure, tax issues, M&A, QDROs, PBGC, Dodd-Frank, and public and private audit assistance. In addition, Tara has experience with employee benefit internal audits and not-for-profit entities.

 
 

 


Jim Meduna
, Senior Account Executive, for Healthcare and Insurance Products within Visa’s Emerging Payment Solutions team, joined Visa in March 2008, bringing with him over 21years of experience in the financial services industry. Since joining the Visa Emerging Payment Solutions team, Jim has focused on maintaining and creating strong partnerships with Visa’s current partners and prospective partners such as financial institutions, TPA’s, payers, and payments companies. Jim serves as a board member on the ECFC, HSA Council, and SIGIS organizations. His previous work includes regional management at a Midwestern Financial Institution and various relationship management roles at a major payments processor. Jim received his bachelors of business administration with an emphasis in Finance from the University of Nebraska – Lincoln and resides in Omaha, Nebraska.

 


Susan Monkmeyer 
is a senior editor at Thomson Reuters/EBIA and serves on the ECFC Technical Advisory Group. Ms. Monkmeyer is the editor and a contributing author of EBIA’s Cafeteria Plans (since 2005) and Consumer-Driven Health Care (since 2018) manuals. She is also the editor of EBIA’s Health Care Expenses Table; a contributing editor of the EBIA Weekly; a contributor to EBIA’s Health Care Reform for Employers and Advisors manual and Form 1094/1095 Workbook for Employers and Advisors; a past contributor to EBIA’s Group Health Plans: Federal Mandates Other Than COBRA & HIPAA; and a past editor of EBIA’s Self-Insured Health Plans manual and Tax Savings Calculator. Before joining EBIA in 2001, Ms. Monkmeyer practiced law for 15 years. She has also taught employee benefits as an adjunct professor at a Minnesota law school. She received her law degree from the University of Wisconsin, graduating with honors.

 


 
 

Bo Armstrong leads all marketing initiatives for DataPath and its subsidiaries, including branding, industry conferences, collateral, customer communications, sales materials, campaigns, and social media. He focuses on identifying emerging market trends within the benefits industry, advocating for customers and their needs within DataPath, and communicating the value of DataPath’s solutions to its clients.
 

Prior to joining the company in 2015, Bo held multiple marketing leadership positions for Windstream Communications, Alltel, and BidWorx.com. At Windstream, he devised pricing strategies that drove annual top line revenue growth by six percent while improving profitability 20 percent, and executed direct marketing strategies that grew annual consumer revenues by over $30 million. At Alltel, Bo led the Marketing Analytics department, devising new statistical methods to uncover customer needs and measuring the company’s success in producing solutions that addressed those needs.
 

Bo holds a Bachelor’s degree in Computer Science from Texas A&M University and a Master’s degree in Religion from Liberty University.


 

Jason Folks, CFCI, CAS, is the Director of Compliance Services with WageWorks, Inc.  Mr. Folks has over 15 years of experience in regulatory compliance and employer consultation, with a particular focus on federal COBRA and state continuation requirements.   He attended New York University and holds a Certified in Flexible Compensation Instructor (CFCI) through the Flexible Compensation Institute, LLC; a wholly-owned subsidiary of the Employers Council on Flexible Compensation.


 
 

Aaron Fraser, CFC, CAS, is a Manager of Compliance Services for WageWorks Inc., a leader in benefits administration based in the Irving, TX, office.  Aaron brings twelve years of teaching and training experience, with a primary focus on providing in-depth courses on COBRA, HIPAA and cafeteria plan regulations. His depth of knowledge and experience allows him to create and present compelling keynotes and seminars that help others understand topics related to the health care industry while maintaining a fun and exciting atmosphere.

After earning a BBA in Human Resource Management in 1999 from Texas A&M University, Aaron made his way in the professional world with management positions for Wal-Mart and Enterprise Rent-A-Car, and a teaching position in Texas. Aaron has a Standard Teaching Certificate for all grade levels in the State of Texas and is currently working toward multiple certifications, including a COBRA Administration Specialist (CAS) and a Property and Casualty Insurance License.Aaron achieved his CFC (Certified in Flexible Compensation) in 2012.
 

When Aaron is not in the classroom, he enjoys spending his time with his two daughters, Sarah and Charlotte, and with his wife of 15 years, Molly.  He also participates in a softball leagues through his church and runs in local area “Mud Runs.”

 


 
 

Janet LeTourneau, ACFCI, is Director of Compliance Services and draws upon nearly 30 years of experience with flexible benefits plans and tax laws to provide consulting services, compliance, and training at WageWorks. Ms. LeTourneau is a frequent speaker at industry conferences, including AICPA and ECFC and is on the ECFC Technical Advisory Group and the Education and Conference Committees. She writes a monthly column for Broker World magazine focusing on consumer-directed health plans and flexible benefit plans.
 

Ms. LeTourneau was one of the first people in the country to become Certified in Flexible Compensation (CFC) and is distinguished as a certified trainer in the Advanced Certified Flexible Compensation Instructor (ACFCI) program through the Flexible Compensation Institute, LLC, a wholly-owned subsidiary of ECFC.

 


 
 

Jason Rothman, JD,  is a shareholder in the Cleveland office of Ogletree Deakins. As a member of the employee benefits practice group, Jason advises firm clients on all areas of employee benefits and executive compensation compliance. He advises clients on their tax-qualified plans including plan design and adoption, day-to-day plan operation, fiduciary compliance, IRS and DOL plan audits and submissions under the Employee Plans Compliance Resolution System (EPCRS), the Voluntary Fiduciary Correction Program, and the Delinquent Filer Voluntary Compliance Program. In addition, Jason advises employers on their welfare benefit plan compliance issues. This includes counseling employers on the Affordable Care Act, COBRA, HIPAA and wellness plan design.

Jason counsels employers on executive compensation issues, including nonqualified plan design, employment agreements, severance agreements and general compliance issues arising under Internal Revenue Code Section 409A. He assists employers on employee benefits issues that arise in mergers and acquisitions, performing due diligence and drafting proper purchase agreement provisions affecting employee benefits and executive compensation matters.

Jason received his JD from Cleveland State University, Cleveland-Marshall College of Law and his BSBA from The Ohio State University.




 
 

Darcy Hitesman has 25 years of experience as an Employee Benefits law attorney. Throughout her career, she has been committed to counseling and educating clients, both public sector and private sector, in the areas of employee benefits plan compliance with the Internal Revenue Code, ERISA, HIPAA, FMLA, COBRA and state insurance laws.
 

Darcy is the founder of Hitesman & Wold. Her vision for Hitesman & Wold focuses on proactively starting at square one to serve education, government and business clients in ERISAHIPAA, FMLA, COBRAcafeteria plansHRAs, and VEBAs– areas in which her insight, innovation and ideas are unmatched.
 

Darcy is a frequent speaker to legal and non-legal audiences regarding various employee benefits and FMLA topics. She has been a guest speaker for the Employee Benefits Institute of America, Employers Council on Flexible Compensation, Minnesota Association of School Business Officials, Association of School Business Officials International, Minnesota Government Finance Officers Association, Minnesota Counties Insurance Trust, Minnesota Counties Human Resource Management Association, National School Boards Association, National Association of Health Underwriters, Minnesota State Negotiators, Northstar Chapter of the American Payroll Association, and many others. Darcy also presents to other attorneys at Minnesota Continuing Legal Education, Minnesota Institute of Legal Education and National Law Education Institute.
 

She is also a prolific writer with over 20 published articles, is the author of “Shopping for Stop-Loss Coverage” published in the Health Benefits Planner, and co-authors the book, ERISA Compliance for Health & Welfare Plans, and is a contributing author towards the book,Self-Insured Health Plans, for the Employee Benefits Institute of America(EBIA). She also serves on the Employers Council on Flexible Compensation Technical Advisory Committee.
 

Throughout her career, Darcy has not only been active in her profession and in the community, she has also been recognized for her outstanding work, including being named one of the Top 100 Women Attorneys in Minnesota in 2006 and 2007, one of the Top 50 Women Attorneys in Minnesota in 2002 and a Super Lawyer every year since 2000 (Minnesota Journal of Law & Politics). In addition to these and other legal professional recognitions, Darcy has received awards for her community service.
 

Darcy received her undergraduate degree, summa cum laude, from Coe College and her law degree, cum laude, from the University of Minnesota Law School. She is licensed to practice law in Minnesota and is a member of the Hennepin County BarMinnesota Bar, and American Bar associations.

 


 


Complex fiduciary and financial relationships can create exacting operational duties and responsibilities—as well as the potential for high-risk litigation and claims. Ruth Marcott with Kutak Rock helps clients meet those challenges with guidance and dispute representation that reflects a rare combination of transactional and litigation expertise. 

An accomplished employee benefits specialist, Ruth provides advice and guidance on compliance with federal and state benefits laws including ERISA, IRC, ACA, and the MPPAA. Ruth also has extensive litigation and other dispute-related experience. Her combined experience increases her effectiveness as an advocate defending audits or investigations by the DOL or the IRS.  

Ruth acts as Fund Counsel to Taft-Hartley multiemployer plans. Her work for these funds employ her skills of addressing their unique and multi-faceted operational and legal requirements in providing benefits to numerous participants.

 

 
 

Jason Sheffield JD,  joined Willis Towers Watson in 2013 as an attorney for the Health and Benefits Compliance Group. He supports the practice by providing assistance and technical expertise to Willis Towers Watson clients located primarily in the western region.  Jason has experience in a broad range of employee benefit matters respecting both retirement and welfare plans. He has worked with clients of all sizes to develop, implement and administer qualified and non-qualified plans. Prior to joining Willis Towers Watson, Jason worked with a national legal practice advising clients on a range of benefit and tax issues. He has represented corporate, institutional and individual clients before several administrative agencies, including the Department of Labor, Internal Revenue Service and the Centers for Medicare & Medicaid Services.  Prior to working as a benefits attorney, Jason worked as a litigation consultant, advising on multi-district and complex litigation related to oversight and administration of ERISA-governed benefit plans. He has also worked as a lobbyist, researching the costs and benefits of alternative employee benefit and compensation designs and educating lawmakers and the public on specific issues such as expansion of domestic partner benefits, HIV/AIDS-related employment discrimination, and inclusion of transgender-inclusive employee benefits.


 
 

William G. (Bill) Stuart is Director of Strategy and Compliance at Benefit Strategies, LLC. He is a member of the American Bankers Association HSA Council, where he contributes to a small working group focused on expanding the Health Savings Account opportunity for many working seniors. He serves on the board of directors of the Massachusetts chapter of the National Association of Health Underwriters. Bill speaks regularly at regional and national conferences on HSAs, CDH, and legislative activity – topics that he covers in his biweekly blog (www.benstrat.com/blog). His book, The Tax-Perfect Retirement Account: Using an HSA to Build Medical Equity, is scheduled for publication this fall. Bill is a graduate of Bowdoin College with an MBA from Duke University.

 

 


John Beisner
is a Vice President in First Data’s Global Digital Commerce business unit.  He is responsible for strategy, commercialization, and sales.  His team works with banks, merchants, partners, and resellers to bring Digital Commerce products to market.

John has worked in the payments industry for the last 15 years with companies like CheckFree, Harbor Payments, and Acculynk

 

Previously, John held executive positions with financial software companies, and he ran financial software implementation practices.  John  was a manager with Accenture where he worked on large finance and billing development projects in Telecommunications and Utilities.

 

John holds a Bachelor of Science and a Master of Business Administration from the Ohio State University.


 


Colin Mellon
serves as Senior Vice President of Healthcare Solutions at First Data.  Colin is a highly dynamic technology executive with 20+ years of experience in the healthcare industry.  Mr. Mellon is know as a passionate innovator with distinct focus on improving economics, transparency, and collaboration across the healthcare spectrum through greater use of Fin/Tech for healthcare oriented businesses.    

Before joining First Data, Mr. Mellon was Chief Revenue Officer for Payspan, Inc – the nation’s leading provider of healthcare reimbursement and payment automation services that connects over 600 health plans to approximately 1.3M provider payees.  
 
With First Data, Colin is responsible for enabling sector growth and driving incremental value to our healthcare customers by leveraging the vast capabilities and assets throughout First Data.   


 

Marie Elizabeth Aloisi is Senior Vice President of Commercial Payments, B2B Acceptance and Healthcare in North America Markets at Mastercard.  Marie is responsible for increasing MasterCard’s share of commercial transactions by leveraging Issuing partners to deploy MasterCard’s commercial solutions  Additionally, Marie is responsible for increasing supplier acceptance and has developed partnerships with both acquirers and supplier enablement organizations to ensure that Mastercard products are accepted whenever and wherever corporate buyers want to transact. 

 

Additionally, Marie is responsible for increasing Mastercard’s share of consumer-directed healthcare and payer to provider transactions by developing and managing strategic partnerships in the healthcare ecosystem.

 

Marie has over 25 years’ of sales and marketing experience in the payments industry.  She started her career at American Express and joined Mastercard in 2008.

 

 

 

Elaine Harkins, Director, Healthcare Solutions Business Development, US Markets at Mastercard

Elaine is a member of Mastercard’s Healthcare Solutions Business Development team, responsible for account management and revenue growth in the healthcare payments market.  In this role, she is a key resource for healthcare payments product and industry information for Mastercard’s leading healthcare business partners.

Prior to this role, Elaine was responsible for prepaid and consumer credit co-brand business development, sales and relationship management for key Mastercard issuing banks in the US. In this position, she was responsible for growing the relationship between Mastercard and some of its largest issuing customers. 

Elaine’s background in sales, relationship and risk management has been leveraged by Financial Services leaders over her 20+ year career.  Prior to joining Mastercard, Elaine served as Senior Vice President of Relationship Management at Citi Cards, managing the relationship with AT&T governing the AT&T Universal Card.  She led the Financial Services Northeast Sales team for D&B, responsible for over $35MM in sales of information products to major market financial services customers.  She also has significant experience in risk management at both Citi Cards and American Express.

Elaine holds an MS and BS in Industrial and Management Engineering from Rensselaer Polytechnic Institute.  She is an avid skier, theater lover and holds both private and instrument pilot licenses.  Elaine lives in New York City with her husband and two children. 

 

 

Kim Boggs, JD, joined Willis Towers Watson in 2018 as a Director in our Chicago office.  She supports Willis Towers Watson Brokerage & Advisory clients located in the Midwest by providing technical expertise related to all areas of health and benefits compliance. 

Kim has 17 years of experience in a broad range of employee benefit matters including both retirement and welfare plans, but has focused solely on health and benefits since 2009. Prior to joining Willis Towers Watson, Kim worked with a national legal practice advising Fortune 500 clients on a wide variety of health and benefit issues, including drafting plan-related documents, counseling related to content and delivery of plan disclosures, reviewing wellness program designs and conducting HIPAA training for clients. Kim has also worked as an employee benefits consultant managing client projects such as plan documentation audits, dependent eligibility audits and counseling clients related to COBRA and HIPAA operational compliance.

Kim earned a B.S. in Business Administration from Marquette University (Milwaukee) and her JD from Loyola University School of Law (Chicago).  She is currently licensed to practice law in Illinois and was admitted to both the Illinois and Wisconsin bars. 




Matt Clarkin is President and Co-founder of Access Point HSA, which is a Rhode Island-based independent consulting firm serving at stakeholders in the HDHP/HSA marketplace. Access Point offers education and training primarily through its HSA designation program: The Certified Health Savings Adviser (CHSA®); marketplace information through its HSA provider benchmarking tool (HSA Vista®); and ongoing support to CHSA® designees and institutional clients. Matt holds a B.S. with honors from Bryant University and is Certified in Healthcare Consumerism (CHCC).

 
 

Mark Stember concentrates his practice on counseling clients on the tax and related aspects of health and welfare benefits, flexible compensation, fringe benefits, executive compensation, and qualified retirement plans. Mr. Stember has counseled both private and public clients regarding health and welfare plans, cafeteria plans, fringe benefit plans, such as adoption assistance and tuition reimbursement, nonqualified deferred compensation plans, executive split dollar life insurance plans and section 401(k) and pension plans.

Mr. Stember is the leader of the Health and Welfare and Employee Benefits Legal Alert teams at Kilpatrick Townsend. He is a frequent writer and presenter on employee benefits matters. He is also a member of the Employer’s Council for Flexible Compensation Technical Advisory Council.  As such, Mr. Stember writes quarterly updates for the ECFC Flex Reporter. 

Mr. Stember is a co-chair of the JCEB Health and Welfare Benefit Plans National Institute and a prior chair of the Health and Welfare Plan Design and Funding subcommittee for the Employee Benefits Committee of the American Bar Association Section of Taxation.  In his role as chair, Mr. Stember has led discussions and has presented at the Section of Taxation and JCEB meetings on all issues affecting health and welfare plans, including the Affordable Care Act, HIPAA privacy and security, ERISA disclosure issues, COBRA issues, health reimbursement arrangements (HRAs), and health savings accounts (HSAs) 

In 2009 Mr. Stember was appointed by the Departments of Health and Human Services and Labor as the only law firm co-chair of the CHIP Employer Coverage Coordination Working Group.

Mr. Stember was recognized in The Best Lawyers in America® in 2017 and the seven years immediately preceding for Employee Benefits Law. He was listed in 2017 and the seven years immediately preceding as a Washington D.C. "Super Lawyer" in Employee Benefits Law by Super Lawyers magazine.

Mr. Stember is also a Fellow in the American College of Employee Benefits Counsel, an invitation-only organization of nationally recognized employee benefits lawyers.

 


 

Jim Hayes is a Senior Account Executive at Alegeus with over 8 years of operational and sales experience running a third-party administrator. Prior to HSAs/FSA/HRAs, Jim made a living breaking software for a defense contractor (on projects he still can’t tell him mom about). He holds a Bachelor of Science in Computer Science and Economics as well as an Executive Masters in Business Administration from the University of Denver. More importantly, Jim has two young boys, knows how to make a killer cappuccino, has visited twenty-six of the thirty major league baseball stadiums with his wife and lives in the great state of Colorado.

 

 

 

Dr. Stephen Neeleman is the founder and vice chairman of HealthEquity. Steve founded HealthEquity in 2002, with the vision to repair the fractured relationship between patients and their physicians and to help more people obtain quality health insurance by re-introducing consumerism to health care. Steve is the co-author of The Complete HSA Guidebook—How to Make Health Savings Accounts Work for You.

In addition to his duties as founder and vice chairman of HealthEquity, Steve was also a practicing general and trauma surgeon for Intermountain Healthcare at American Fork Hospital and Utah Valley Regional Medical Center until 2015. As a board-certified physician, Steve brings his passion and firsthand knowledge from the practice of medicine to his leadership role at HealthEquity.

Steve was appointed by Utah’s Governor, Gary Herbert, to serve as a board member of HIP Utah, Utah’s high-risk insurance pool. He also serves on the Council for Affordable Health Insurance HSA Working Group, and on America’s Health Insurance Plans’ HSA Leadership Council.

Prior to his medical training, Steve worked as the general airport manager for Morris Air (later acquired by Southwest Airlines), based in Salt Lake City, Utah. Steve helped combine efficiency, technology, and excellent customer service to succeed in a rocky industry. This innovative business model allowed Morris Air to rise above financially struggling competitors. Steve’s goal is to use this model to help save another struggling industry—health care.

 Steve completed his undergraduate degree and played football at Utah State University. He attended medical school at the University of Utah and completed his surgical training at the University of Arizona. Steve also served as an assistant professor of surgery at the University of Arizona.


 
 

Chris Rodkey is the Head of New Product Solutions at Alegeus, where he is responsible for the strategic direction of the Alegeus roadmap for innovative new solutions using next generation technologies. In his role, Chris works closely with clients and partners to understand their market position and business environment - while working to align Alegeus solutions to meet those needs. Chris has more than 16 years of experience working with health plans, financial institutions, and third party benefit administrators to build leading consumer directed account programs.

 

 

With a passion for marketing and communication strategies and a drive for relationship building and technology, Lindsay Jacobs serves as the Partner Marketing Manager at WEX Health based out of Minneapolis, Minnesota. In this role, she drives the content development that supports the WEX Health Partner channel. Whether it be through social media, executive speaking engagements, corporate communications, or educational webinars, Lindsay works cross-functionally to develop programs for Partners to effectively leverage and sell their technology solution to the market. This involves value propositioning and messaging work, product service offering strategy discussions, and developing innovative ways to penetrate new markets.


 

Erika Davison-Aviles, VP Product Management, with WageWorks, since 2009, Erika’s overall responsibility is for the strategic direction for all healthcare, Commuter and COBRA products. This includes product development, administration and service delivery for clients and customers. She leads all internal teams in product management and development of employee benefit plans.

 

Erika is a subject-area expert in FSAs, HRAs, HSAs and other employer sponsored reimbursement programs. She is knowledgeable about federal taxation issues impacting defined contribution plans and incentive programs. She has a comprehensive background in health care finance and revenue cycle management.

 

Erika is responsible for and involved in financial and healthcare business solution design, product development and strategy, IT strategy and design, outsourcing studies, and business case analysis.  She has held various healthcare and financial services operational roles including underwriting, claims operations, customer service, sales and enterprise strategy and planning. 

 

More than 25 years experience in government and private sector employee benefits administration; including Medicare, group health plans, dental and vision, life and disability, FSA/HRA/HSA administration, voluntary benefit plans, commuter benefit plans, flexible benefit plans and retirement plans.

         

Prior to WageWorks, Erika was a Manager in the Financial Services practice of BearingPoint where she worked on a wide array of consulting projects for healthcare and financial services companies.  Erika has spent most of her career working for Fortune 500 companies in various financial and healthcare insurance product areas.  Erika also has experience in consumer product marketing and has implemented multi-brand consumer relationship management programs for a global, Fortune 100 consumer products organization. 

 


 
 

Rachel Rouleau, CFCI, is the Director of Compliance for Health-E Commerce, the parent company of FSAstore.com, HSAstore.com, Welldeservedhealth.com and Caring Mill, a family of health and wellness brands dedicated to helping everyday Americans benefit better. 

Rachel has over 11 years of compliance experience with consumer-directed health plans,  hold’s ECFC’s designation as Certified Flexible Compensation Instructor (CFCI), is a member of ECFC’s Conference Committee, serves on the board of the Special Interest Group for IIAS Standards (SIGIS) and is a member of SIGIS’ Eligible Product List Committee. 

 
 

 

Rida Wong is the Chief Corporate Strategy Officer and EVP, Corporate and Business Development at FSAstore.com/HSAstore.com where she leads corporate strategy and new business ventures. She comes to us with over 15 years of corporate development and investment banking experience. She was previously in Corporate Development at American Express, sourcing and executing strategic transactions, ranging from partnerships to JVs to acquisitions/divestitures, across American Express' global businesses. Rida spent the first 10 years of her career in investment banking, advising private and public corporations on financings and M&A transactions at Oppenheimer, GE Merchant Bank and Wit Soundview Technology Group. She has completed over 45 transactions, with an aggregate value of $6+ billion.

Rida holds a B.S. in Finance & Information Systems from New York University.



Kevin Knopf
 is a Senior Technician Reviewer in the IRS Office of Chief Counsel, TEGE, Health and Welfare branch working on guidance implementing the Affordable Care Act. Prior to joining the IRS in 2013, he was an Attorney-Adviser in the Office of Tax Policy at the US Department of the Treasury since 1987. He joined the Office of Benefits Tax Counsel within the Office of Tax Policy in 1992. Knopf received his JD from the University of Iowa, where he also received his bachelor’s degree in psychology. He is also a graduate of Georgetown University Law Center with an LLM in taxation. He is a member of the bar in Iowa and the District of Columbia.


 
 

Since 2001 Lorna Waggoner has been delivering HIPAA/HITECH Privacy and Security training to organizations throughout the U.S, Canada, Africa and in Dubai.

Lorna has delivered training material to both public and private classroom settings. Clients include: University of Utah, Microsoft, Cerner, Ascension Health, Kaiser Permanente, Cheyenne Regional Medical Center, The Veterans Administration, SmartHealth, The Longstreet Group, Hewlett Packard, McKesson, The Iowa Hospital Association, State of Iowa, State of Oregon, GHX, Health Alliance, Flex Benefits and many more.

She has been a presenter at events such as; HIMSS Chapters, HIPAA Summit, The Infotec, Conference, Iowa FLEX Conference, Indiana Rural Health Conference, Illinois Critical Access Hospital Conference, and Western Health Alliance.

As the Director of Business Development, she generated new business and maintained business for a multi-region territory over 13 years. Consulting and recommending services for clients to comply with HIPAA, HITRUST CSF, PCI DSS, and other security regulations.

Prior to her tenure at ecfirst, Lorna and her husband owned and managed ExecuTrain of Central Iowa, Computer Training Franchise.

Prior to that she was a General Manager overseeing 3 states in the Long Distance Telephone business.

Lorna has been involved with HIMSS since 2006 as a board member holding several positions in the Iowa Chapter including President and is now on the National Chapter Task Force and holds the Chairperson position. Lorna also serves on the HITRUST Marketing Council.


 
 

Matthew (Matt) Richardson joined UMB in 2012 and serves as senior vice president, sales manager for Healthcare Services. In this role, he leads the sales team in developing new partnerships with health plans, third party administrators and technology companies to provide time tested healthcare payment and custodial solutions.

Additionally, he acts as an advocate for the use and expansion of benefit accounts for the healthcare industry. He currently serves on the membership committee for the Employers Council on Flexible Compensation (ECFC). 

Prior to joining UMB, Matt served as vice president of HSA sales and client experience at Fifth Third Bank.