33rd ECFC Annual Symposium Speakers




Jody L. Dietel, ACFCI, CAS, HSAe
Senior Vice President Advocacy and Government Affairs, HealthEquity

Jody Dietel joined HealthEquity in 2019 through the acquisition of WageWorks and leads the advocacy and government affairs teams. Prior to that, Jody founded Creative Benefits, Inc. in 1989, a consumer-directed healthcare benefits company. Jody navigates federal and state regulations and serves as a liaison between HealthEquity and key industry groups and governing bodies. Jody is a board member and chair of the Employers Council of Flexible Compensation (ECFC), a board member and vice president of the Special Interest Group for IIAS Standards, a member of the American Bankers Association’s HSA Council Board and a member of the Policy Board of the American Benefits Council. Previously, she has held various leadership roles at Prudential Insurance Company of America and the Wyatt Company (now Willis Towers Watson). Jody holds a bachelor of arts degree in psychology from Bethel University. 

Welcome to the 33rd ECFC Virtual Symposium & Key Updates
Wednesday, August 5, 2020 ● 11:00 - 11:30 AM ET 

Final Wrap-up
Friday, August 7, 2020 ● 2:00 - 2:30 PM ET 


David Castagnetti
Mehlman Castagnetti Rosen & Thomas

Castagnetti is a legislative and political strategist with a history of delivering for clients. A trusted Democratic advisor who understands how to talk to business, he has played a critical role in shaping many significant policy issues of the past two decades.

Recognized as one of Washington’s top lobbyists by BusinessWeek, Washingtonian magazine, The Hill and Congressional Quarterly, Castagnetti’s policy expertise and political chops are well known. His forte is translating complex policies into straightforward issues, then navigating the political, legislative and regula­tory challenges that dictate outcomes. His working style is as renowned as his expertise. A strong believer in “what-you-see-is-what-you-get” client service, he has instilled that same approach at Mehlman Castagnetti Rosen & Thomas, where all principals roll up their sleeves to get results. This combination of skill and work­ing style has made Castagnetti a trusted advisor to Members of Congress, Fortune 100 CEOs and executives across Washington’s business community.

Castagnetti’s career has put him at the highest levels of politics, business and government. Before helping to found Mehlman Castagnetti, he served John Kerry as the top liaison to Congress for the Democratic nominee’s presidential campaign. He earned plaudits from House and Senate Members for his briefings on campaign strategy and messaging, deft handling of political requests, and sensitive management of surrogates and speaking roles at the Democratic National Convention.

As a partner at Bergner, Bockorny, Castagnetti & Hawkins, he worked with technology leaders and innovative startups across Silicon Valley to develop and implement effective strategies to drive exports and maintain America’s lead in information technol­ogy. He also provided expert regulatory and political guidance for mergers and acquisitions, including the Delta Air Lines and North­west Airlines merger, Hewlett-Packard’s merger with Compaq, NewsCorp’s merger with DirecTV, and Travelers Insurance in its well-regarded partnership with St. Paul Insurance Company.

On Capitol Hill, Castagnetti earned a reputation for integrity and collaboration. As Chief of Staff to Sen. Max Baucus (D-MT), he advised the Senator on trade, tax, transportation, technology and matters before the Finance and Environment and Public Works committees. He also served as Chief of Staff to Rep. Norman Y. Mineta (D-CA) when the Congressman was Chairman of the House Transportation Committee. A decade later, Castagnetti led a successful effort to win confirmation for Rep. Mineta as Secretary of Commerce for President Clinton and Secretary of Transporta­tion for President George W. Bush. Castagnetti is also one of the few people to serve in senior positions for Members on both the Senate Finance Committee and House Commerce Committee, as he began his career in the office of Rep. Ed Markey (D-MA).

2020 What’s Happening in Washington DC
Wednesday, August 5, 2020 ● 11:30 - 12:30 PM ET 


Sage Eastman
Mehlman Castagnetti Rosen & Thomas

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.

2020 What’s Happening in Washington DC
Wednesday, August 5, 2020 ● 11:30 - 12:30 PM ET 


John Hickman, Esq., CFCI
Alston + Bird, LLP 

John 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.

Legislative & Regulatory Update

Wednesday, August 5, 2020 ● 12:45 - 2:00 PM ET 


Key Agency Guidance and Update
Friday, August 7, 2020 ● 11:00 - 12:15 PM ET 


Technical Advisory Group
Friday, August 7, 2020 ● 12:30 - 1:45 PM ET 



Ashley Gillihan, Esq. 
Alston + Bird, LLP 

Ashley 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. 

Legislative & Regulatory Update

Wednesday, August 5, 2020 ● 12:45 - 2:00 PM ET 

James Garvey, ACFCI, CAS, HSAe
UMB Healthcare Services

Jim’s professional career, for the past 20 years, has been spent in the Healthcare Payments Industry and he has been with UMB Healthcare Services for 4 1/2 years. Jim has been active in professional organizations such as the Employers Council on Flexible Compensation (ECFC) where he serves as Chair of the Education Committee which promotes Healthcare/Benefits education to Employers, Third Party Administrators, Health Plans and Financial Institutions. He holds the designations of Advanced Certification in Flexible Compensation Instructor (ACFCI) and COBRA Administration Specialist (CAS), as well as Health Savings Account Expert (HSAe) through the American Bankers Association. In his role as an ACFCI, Jim has led training sessions in the industry to facilitate the certification of industry associates.

First-Time Attendee Meet & Greet Session
Wednesday, August 5, 2020 at 2:15 PM -3:00 PM ET

Charles Zelazny, CLU, CFCI
CEO, TaxSaver Plan  

Mr. Zelazny has 50 years of experience in employee benefit consulting and over 30 years of experience in the design and development of software for flexible benefit plans, and for various administrative programs involving employee benefit programs. In 1982, He formed Comsal, Inc dba Taxsaver Plan to provide various administrative services to Plan Sponsors.  The company became involved in Flexible Benefit in 1984 as a fee-based administrator to assist the insurance industry. He has implemented over 1,500 Plans.  He also serves on the Board of ECFC, he chairs the Membership Committee and is an active member of the Education Committee.

First-Time Attendee Meet & Greet Session
Wednesday, August 5, 2020 at 2:15 PM -3:00 PM ET


  William F. Sweetnam

Legislative & Technical Director, ECFC

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.).

TAG Panel and Topics
Friday, August 7, 2020 ● 1:15 -2:00 PM ET 

Phil Mason
Executive Vice President, Chief Operating Officer & Director Healthcare Services Institutional Banking UMB Bank, n.a.

Phil Mason joined UMB in June 2005. As executive vice president, chief operating officer of Institutional Banking and director of Healthcare Services, Mr. Mason is responsible for the Healthcare Services line of business within Institutional Banking as well as management and oversight of the division’s financial performance, daily operations, compliance teams and several other groups within Institutional Banking. Mr. Mason serves as an executive team member for the Institutional Banking line of business responsible for input on the strategic direction of the department. He focuses on executing strategic initiatives within the division as well as supporting the overall growth of the business.  

Creating Financial Wellness Programs in a Post-Pandemic World
Thursday, August 6, 2020 ● 11:00 - 11:50 AM ET 

 Tara Silver-Malyska JD, CEBS, MBA, FLMI
Director, Willis Towers Watson Regulatory Solutions Team, H&B NA Brokerage & Advisory

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.

Federal Agencies on the Prowl: Defending Federal Audit Activities
Thursday, August 6, 2020 ● 12:00 - 12:50 PM ET 


Jason Sheffield, JD
Employee Benefits Attorney, Health and Benefits Compliance, Willis Towers Watson

Jason 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.

Federal Agencies on the Prowl: Defending Federal Audit Activities
Thursday, August 6, 2020 ● 12:00 - 12:50 PM ET 


Darcy L. Hitesman, J.D.
Hitesman & Wold, P.A.
Darcy L. Hitesman (J.D., with honors, University of Minnesota) practices employee benefits with the firm of Hitesman & Wold, P.A.  She advises clients regarding the Internal Revenue Code, ERISA, HIPAA, FMLA, and state insurance laws.  She represents employers and employee benefit plans of all sizes and types (for-profit, non-profit, governmental entity, single employer, multiple employer and MEWAs), including third party service providers, health care providers, plan sponsors, employers, and benefits consultants.  Ms. Hitesman is a frequent speaker to both legal and non-legal audiences on various employee benefits topics, including Health Care Reform, Health Reimbursement Arrangements (HRAs), HIPAA, COBRA and FMLA topics, co-authors ERISA Compliance for Health & Welfare Plans, and is a contributing author towards Self-Insured Health Plans, published by the Thomson Reuters / Employee Benefits Institute of America (EBIA).  She also serves on the Employers Council on Flexible Compensation Technical Advisory Committee.  Ms. Hitesman has been named a Super Lawyer by the Journal of Law and Politics since the year 2000.

What, Why, How, When-ERISA Wrap Documents
Thursday, August 6, 2020 ● 1:00 - 1:50 PM ET 

TAG Panel and Topics
Friday, August 7, 2020 ● 1:15 -2:00 PM ET 

 Elaine Harkins
Vice President, Healthcare Business Development, Mastercard 

Elaine leads Mastercard’s Healthcare Business Development team, responsible for 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.

Best Practices TPAs Should Know to Help Employers Optimize Employee Enrollment & Engagement
Thursday, August 6, 2020 ● 2:00 - 2:50 PM ET 


Marie Elizabeth Aloisi
Senior Vice President, Business Development-US Markets, Mastercard 

Marie Elizabeth Aloisi is Senior Vice President, Business Development-US Markets.  She leads Commercial Payments, Acceptance and Mastercard Healthcare Solutions. Her team is responsible for increasing MasterCard’s share of commercial transactions by deploying commercial payment solutions to corporate organizations through issuing partners.   Additionally, Marie is responsible for increasing commercial acceptance and her team 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 leads Mastercard Healthcare Solutions; a business dedicated to helping healthcare partners reduce costs, capture more revenue and protect patient health data. Bringing the scale and advanced technology of Mastercard to solve significant pain points across the healthcare eco-system.  Marie’s healthcare team is responsible for increasing Mastercard’s share of consumer-directed healthcare and payer to provider transactions. 

Best Practices TPAs Should Know to Help Employers Optimize Employee Enrollment & Engagement
Thursday, August 6, 2020 ● 2:00 - 2:50 PM ET 

Kris Saunders, CFCI, SPHR, CAS

Kris presents with over 30 years in the Human Resources and Benefits administration field, the past 20 of which were in leadership with distinguished TPAs.  In 2020 Kris has enhanced her background by joining Alegeus as a Solution Engineer with the opportunity to participate in building a platform using the latest technology to answer the struggles experienced in the industry over the past two decades; WealthCare COBRA.

As part of the most experienced COBRA and premium billing platform and administration leadership team ever assembled and guided by a highly-engaged Client Advisory Board, the WealthCare COBRA product is set to be a solution unmatched in the market today – designed from the ground up to power highly efficient administration for employers of all sizes and complexity with near limitless flexibility in scale, powerful and flexible data insights and reporting, and a highly intuitive user experience.  This solution is planned to release in early 2020.

COBRA Operations, COVID-19 and the Operational Impacts
Thursday, August 6, 2020 ● 3:00 - 3:50 PM ET 

 Eric Remjeske
President / Co-Founder, Devenir

With more than 25 years of experience in the investment industry, Eric has developed and integrated a number of innovative investment platforms for the Health Savings Account (HSA) market. Eric along with the Devenir team has created partnerships with the largest banks and administrators in the country to establish their HSA strategy including the integration of the investment platforms. In addition, Eric Co-Authors the Devenir HSA Marketplace Research Report that is published semi-annually and has become the industry standard for HSA marketplace research. Prior to co-founding Devenir, Eric served as an Associate Vice President and Investment Officer with RBC Dain Rauscher. During his 10 years with RBC Dain Rauscher, Eric developed and managed investments for individuals and institutions. In 2007 Eric was named among Institutional Investor 20 rising stars of retirement plan advisors for his work in the HSA market. Eric represents Devenir as a long standing member of the American Bankers Association’s HSA Council. He holds a Bachelor of Arts degree in Economics from the University of Minnesota

HSA Market Statistics and Trends
Thursday, August 6, 2020 ● 4:00 - 4:50 PM ET 

Sue Sieger, ACFCI, CAS
Senior Compliance Consultant, Employee Benefits Corporation

Sue has over 30 years of experience in the employee benefits industry and is a frequent speaker at various industry events.  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.

She currently serves on ECFC’s Conference Committee and Education Committee.  In addition, she oversees the ECFC credentialing programming and serves as faculty for many of the courses.

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.   

FCS Certification Clinic
Tuesday, August 4, 2020 11:00 AM - 4:00 PM ET 
12:45 PM -2:15 PM ET Session Topic: HSA

Advanced Planning Techniques
Thursday, September 24, 2020 ● 1:00 PM - 2:00 PM ET



Susan Monkmeyer, Esq. 
Senior Editor, Thomson Reuters/EBIA

Susan Monkmeyer is a senior editor at Thomson Reuters, where she is the editor and a contributing author of EBIA’s Cafeteria Plans (since 2005) and Consumer-Driven Health Care (since 2018). She is also the editor of EBIA’s Health Care Expenses Table, a contributing editor of the EBIA Weekly, and a contributor to EBIA’s Health Care Reform for Employers and Advisors and Form 1094/1095 Workbook for Employers and Advisors. Susan is a member of ECFC’s Technical Advisory Group and is a frequent speaker at ECFC conferences. Before becoming an editor and author, she practiced law for 15 years, focusing primarily on employee benefits. She has also taught employee benefits as an adjunct professor at a Minnesota law school. Susan received her law degree from the University of Wisconsin, graduating with honors.

FCS Certification Clinic
Tuesday, August 4, 2020 11:00 AM - 4:00 PM ET 

  • 11:00 AM -12:30 PM ET Session Topic: FSA
  • 2:30 PM - 4:00 PM ET Session Topic: HRA


TAG Panel and Topics
Friday, August 7, 2020 ● 1:15 -2:00 PM ET 


Nicky Brown, ACFCI, CAS 
Vice President, Advocacy and Government Affairs, HealthEquity

Nicky has more than 18 years of experience in flexible benefits, compliance, consulting, and management.  In her previous role as the Vice President of Compliance, she had oversight of compliance services.
Mrs. 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 several industry boards.

Benefits Calendar & Compliance Reporting
Thursday, October 1, 2020 ● 1:00 PM - 2:00 PM ET


Kevin Knopf
Senior Technician Reviewer, IRS

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.

Key Agency Guidance and Update (Part I: IRS)
Friday, August 7, 2020 ● 11:00 - 12:15 PM ET 


Amy Wei 
Senior Council, IRS 

Amy Wei is an attorney with the Income Tax and Accounting Division at the IRS Office of Chief Counsel, providing legal advice on tax matters involving the recognition and timing of income and deductions, including on section 213.  Prior to coming to Chief Counsel, Ms. Wei clerked at the United States Tax Court for the Honorable Juan F. Vasquez and the Honorable Harry A. Haines.  Ms. Wei received her JD from the Ohio State University, and her LLM in Taxation from New York University.

Key Agency Guidance and Update (Part I: IRS)
Friday, August 7, 2020 ● 11:00 - 12:15 PM ET 


Richard Gano 
Tax Attorney, IRS Office of Chief Counsel

Richard Gano is an attorney with the Income Tax and Accounting Division at the IRS Office of Chief Counsel, providing legal advice on tax matters involving the recognition and timing of income and deductions, including on section 213. Prior to coming to Chief Counsel, Mr. Gano received his JD and LLM in Taxation from Loyola Law School.

Key Agency Guidance and Update (Part I: IRS)
Friday, August 7, 2020 ● 11:00 - 12:15 PM ET 

 Stephen B. Tackney

Deputy Associate Chief Counsel, IRS

Stephen is currently serving as Deputy Associate Chief Counsel (Employee Benefits, Exempt Organizations, and Employment Taxes), Office of Chief Counsel – IRS.  In that capacity, Mr. Tackney supervises attorneys addressing tax issues in the areas of qualified retirement plans, health and welfare arrangements, and executive compensation.  Much of Mr. Tackney’s current work centers on formulating the guidance and addressing other implementation issues under the Tax Cuts and Jobs Act, the SECURE Act and the CARES Act.  Prior to coming to the Office of Chief Counsel, Mr. Tackney spent several years in private practice, focusing on employee benefits issues.  Mr. Tackney graduated magna cum laude from Harvard Law School in 1996.

Key Agency Guidance and Update (Part I: IRS)
Friday, August 7, 2020 ● 11:00 - 12:15 PM ET 

  Kristen Zarenko

Senior Employee Benefits Attorney, Department of Labor

Kristen is a senior employee benefits attorney in the Department of Labor’s Office of Regulations and Interpretations.  She has worked for ORI since 2003 and assisted with a variety of priorities on the Office’s retirement and pension plan regulatory and interpretive agenda.  Most recently, Kristen finalized the default electronic disclosure regulation and is developing guidance to require lifetime income illustrations on defined contribution plan benefit statements.  Kristen’s work for the Office often focuses on retirement plan fiduciary standards, plan service provider arrangements, and plan investment issues.  Prior and ongoing projects, for which Kristen provides support to the Office of Enforcement, include the fiduciary and participant-level fee disclosure regulations, fiduciary relief for qualified default investment alternatives, the use of brokerage and mutual fund windows in 401(k) plans, and enhancing the disclosure and understanding of target date funds.

Prior to joining the Department, Kristen worked as an associate in the tax and employee benefits group at McGuireWoods LLP in Washington, DC.  She received her law degree, and an undergraduate degree in finance and government, from Georgetown University.

Key Agency Guidance and Update (Part II: DOL)
Friday, August 7, 2020 ● 12:30 - 1:15 PM ET 

 Elizabeth Schumacher

Deputy Director of the Division of Regulations and Standards, US Department of

Elizabeth Schumacher is the Deputy Director of the Division of Regulations and Standards
within the Office of Health Plan Standards and Compliance Assistance at the US Department of
Labor.  She manages regulatory projects and subregulatory guidance projects affecting group
health plans under Part 7 of ERISA.  She participates in the tri-Department (Departments of
Labor, Health and Human Services, and the Treasury) task force responsible for implementing
the Affordable Care Act, HIPAA, GINA, the mental health parity provisions and other group
health plan reform provisions.  She provides technical assistance with respect to litigation and
pending legislation that would affect group health plan coverage.  She received her JD from the
University of Maryland School of Law and her BA from Pennsylvania State University.

Key Agency Guidance and Update (Part II: DOL)
Friday, August 7, 2020 ● 12:30 - 1:15 PM ET 

 Andy Haynes 

President, Haynes Benefits PC

Andy Haynes is the President of Haynes Benefits PC, an employee benefits law firm in Kansas City. Andy is the current author of two books published by the Employee Benefits Institute of America: (1) HIPAA Portability, Privacy and Security and (2) Group Health Plans: Federal Mandates Other Than COBRA & HIPAA. Andy is a lecturer with EBIA and other prominent employee benefits organizations, and has led over 200 seminars, webinars and media events regarding Health Care Reform. He has been quoted in the Wall Street Journal and other national publications. Known as the "Singing Benefits Lawyer", Andy’s seminars combine his passion for benefits law and music in a unique manner creating informative and entertaining seminars.

Andy received his undergraduate degree from the University of Missouri-Columbia and his law degree from Emory University School of Law, where he was Research Editor of the Emory Law Journal. Andy is a Fellow of the American College of Employee Benefits Counsel.

An active member of the community, Andy and his family reside in Blue Springs, Missouri. He is an active musician in his church band and the occasional gig. He is active with local PBS and NPR stations, where he serves as an on-air personality.

TAG Panel and Topics
Friday, August 7, 2020 ● 1:15 -2:00 PM ET 

 Dan Brandenburg  

Partner, The Wagner Law Group

Dan has served as a partner of The Wagner Law Group since 2017, specializing in the ERISA field of law. Clients have sought out Dan for his extensive experience and knowledge in pension and welfare plans, executive plans that include those for tax-exempt organizations, and executive employment matters. Dan’s client base has included those that were involved in association-sponsored member service programs. Dan is responsible for counseling clients on all aspects of qualified and non-qualified retirement and deferred compensation plans and arrangements of taxable and tax exempt employers. He represents clients regularly before the Internal Revenue Service IRS), the Department of Labor (DOL), and the Pension Benefit Guaranty Corporation (PBGC), helps them with voluntary compliance programs that these institutions provide, and advises clients through audits by the IRS, DOL, and PGBC.

TAG Panel and Topics
Friday, August 7, 2020 ● 1:15 -2:00 PM ET 

  Mark Stember 

Leader of the Health and Welfare and Employee Benefits Legal Alert teams,  Kilpatrick Townsend

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.

TAG Panel and Topics
Friday, August 7, 2020 ● 1:15 -2:00 PM ET 


Josh Martiesian
Sr. Director of Transit, NA, Visa

As a member of the contactless payment team at Visa, Josh is focused on public transportation and urban mobility. He has more than 15 years of public and private sector experience introducing emerging payments and enhancing the customer experience in the transportation industry. Prior to joining Visa in 2018, Josh was responsible for various aspects of the Metropolitan Transportation Authority’s current and future digital payments environment. He has also implemented contactless transit payments for the Massachusetts Bay Transportation Authority and, in a consultant role, supported numerous U.S. and Canadian transit agencies on next-generation contactless and mobile payment strategies.

Tap to Pay for Transit
Thursday, August 20, 2020 ● 1:00 PM - 2:00 PM ET


Jim Hayes
Senior Account Executive, Alegeus

Jim Hayes is an Account Executive at Alegeus with more than 10 years of operational and sales experience running a company in the consumer-driven healthcare world. Prior to HSAs/FSA/HRAs, Jim got paid to break software for a defense contractor (on projects he still can’t tell his mom about). He holds a Bachelor of Science in Computer Science as well as an Executive Masters in Business Administration from the University of Denver. More importantly, he has three kids under age five, has been to 27 of the 30 major league baseball stadiums with his wife, and lives in the great state of Colorado.

Assessing the Impact of COVID-19 On Your Benefit Account Administration Business
Thursday, August 13, 2020 ● 1:00 PM - 2:00 PM ET


Bo Armstrong
Chief Marketing Officer, DataPath

As Chief Marketing Officer, Bo Armstrong leads all marketing initiatives for DataPath. He joined the company in 2015 and has over 20 years of marketing leadership experience. Prior to joining DataPath, Bo held multiple leadership positions at companies ranging in size from Fortune 500 to start-ups. He has a proven record for driving results and growing revenue through dynamic marketing programs, targeting both businesses and consumers. He also possesses extensive experience launching new companies, products and services.

Flexible Compensation: Not Just for Healthcare Anymore-How TPAs Can Help Mitigate Financial Worries During Times of Crisis
Thursday, August 27, 2020 ● 1:00 PM - 2:00 PM ET


Erika Davison Aviles
VP of Product, MyChoice Accounts,  Businessolver

Erika has 25 years of experience in the consumer accounts field building platforms and programs that deliver success. She formerly worked with WageWorks, where her overall responsibility was strategic direction for all healthcare, Commuter and COBRA products.

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. 

Workplace Empathy as a Guide: Optimizing CDH for Changing Times
Thursday, September 3, 2020 ● 1:00 PM - 2:00 PM ET


Rupa M. Patel 
RVP of Sales, MyChoice Accounts, Businessolver  

Rupa Patel is responsible for all sales activity related to implementing successful consumer-driven health care strategies and programs for national and enterprise level employer partners and their employees. Additionally, Rupa provides expertise and leadership to employer partners for all phases of a company’s enterprise market vertical strategy, with special emphasis on short- and long-range goals, CDH account growth and return on investment.

Workplace Empathy as a Guide: Optimizing CDH for Changing Times
Thursday, September 3, 2020 ● 1:00 PM - 2:00 PM ET


Nitra LaGrander
Vice President of Strategic Markets, WEX Health

As Vice President of Strategic Markets at WEX Health, Nitra is responsible for leading strategic initiatives, strengthening strategic relationships with partners, and launching new product initiatives. She has been instrumental in WEX Health’s leadership in the consumer-driven healthcare industry and dedicated to helping consumers effectively manage their healthcare benefit accounts for over 15 years. Throughout her tenure at WEX, Nitra has held several key leadership roles in product management, strategy, and business development. 

ICHRA- A new solution for solving complex employer coverage needs
Thursday, September 10, 2020 ● 1:00 PM - 2:00 PM ET


Bob Radecki
President, Benefit Comply, LLC

Bob Radecki is President of Benefit Comply, LLC, a health and welfare plan compliance consulting firm. Bob leads a team of attorneys and consultants who advise on regulatory compliance and strategic employee benefits issues. During his more than 30 years in the employee benefits industry, Bob has been a featured speaker at dozens of health reform seminars and webinars and has authored numerous articles and publications including "The HIPAA Corner" in the Health Insurance Underwriter Magazine.

ICHRA- A new solution for solving complex employer coverage needs
Thursday, September 10, 2020 ● 1:00 PM - 2:00 PM ET


Dr. Ramesh Raghunathan 
Chief Operating Officer, Claims-X-Change, LLC dba CXC Solutions

Dr. Ramesh Raghunathan has more than 23 years of experience designing and delivering innovative technology-driven solutions. He has spent the last decade in the healthcare benefits industry developing compliance solutions and managing strategic partnerships with brokers and third party administrators. Dr. Raghunathan is a co-founder of CXC Solutions, an industry leader in benefits compliance solutions in the areas of nondiscrimination testing, ACA reporting, plan documentation, Form 5500 and ERISA.

5 Pitfalls of Nondiscrimination Testing-and How to Avoid Them
Thursday, September 17, 2020 ● 1:00 PM - 2:00 PM ET

  More Speakers To Be Added Soon-- Check Back For Updated Information