2019 Spring Conference

UBA Fall Conference

May 6 - 8, 2019   |  Hyatt Regency O'Hare  |  Rosemont, Illinois




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Thanks to our Sponsors

Colonial Life

Mutual of Omaha

Sun Life


VSP Vision Care


Compliance Dashboard


MORE Health

Click the plus sign or session name to expand the session description and download presentations. Video replays are expected the week of May 20.

Monday, May 6

Karen Hsu and Matt Meidell, UBA - Compliance
Meg Cipar, UBA - Wisdom Network
Brian Leighton, UBA - UBA Alliances
Bill Olson, UBA - Marketing

Presentations from UBA Staff on key areas of UBA. This session is geared not only to first-time attendees and new Partners, but also to those wanting a refresher course on all that UBA has to offer. The session provides in-depth presentations and key first-hand insights.

 Download Compliance Presentation

 Download UBA Alliances Presentation

 Download Marketing Presentation

Tuesday, May 7

Once again, the Conference began in style with the National Anthem sung by famed national anthem singer Jim Cornelison.

 Watch the video

Speaker: Kevin Trokey, Founding Partner, Q4intelligence

The shifts you need to embrace in order to be successful as a benefits advisor in today’s and tomorrow’s shifting markets.

UBA celebrates UBA's first-ever David LoCascio Lifetime Achievement Award, presented at the 2019 Winter Conference, and this year's winners of the UBBIE Awards.

 Watch the video

Hear from some of our Strategic Solution Alliances about their best-in-class solutions that can help your firm grow. Applied Systems and Compliance Dashboard are featured in the first session. The second session includd ABV Advisors, Ceridian, Claros Analytics, Reliance Standard, PlanSource, and BerniePortal.

 Watch the Session 1 video

 Watch the Session 2 video

Speaker: Jon Jablon, Director, Provider Relations, The Phia Group

UBA’s highest-rated session returns, with a discussion of the best strategies being used in the self-funding market today.

Speaker: David Roth, VP of Sales for the Northeast, Colonial Life

In a world where employees can manage much of their lives on a handful of personalized smartphone apps, the one-size-fits-all employee experience is rooted in the past. Today’s employee expects every element of their job, from work to development to rewards, to be customized, automated and accessible. Learn the simple steps you can take to help develop a successful benefits program that can cater to the different motivations, expectations and attitudes of each employee.

 Download the presentation

Speaker: Erik Hansen, President, Vita Companies

Erik Hansen will talk about the infrastructure Vita has developed to enable awesome client experiences, improved data security and actionable insights for both customers and the organization. The session will focus on the integration of Microsoft products, including CRM365, Office365, and PowerBI, and how they empower Vita’s customer experience focused team.

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Andrea Kinkade, President, Kaminsky & Associates
Bill Drew, Partner, LHD Benefit Advisors
Brian Goff, Managing Partner, Insurance Solutions
Thomas Rubino, Partner/Consultant, ClearPath Benefit Advisors

This session will feature your fellow Partners sharing their best practices and success stories involving the Health Plan Survey. Approached from both a prospecting and client management perspective, unique insights will be presented that will help you get the most out of this valuable UBA resource. Come see the impressive results that Partners have achieved with the UBA Health Plan Survey!

 Watch the video

 Download Andrea Kinkade's presentation

 Download Bill Drew's presentation

 Download Brian Goff's presentation

 Download Thomas Rubino's presentation

Sarah R. Palmeiro RD, LD, CPT
Whitney Gorsegner MS, CHES, CF-L1

At Garver, a significant part of our culture includes encouraging employees to maintain a healthy work-life balance. We do that in a variety of ways. One of the most impactful ways is through our wellness program. Our in-house managed, high-impact program focuses on overall wellbeing, with health promotion and disease management as the fundamental elements.

Speakers: Kandy Cantwell, Partner, Montridge Advisory Group
Kevin Routley, Partner, Selectpath Benefits & Financial

Working on a global scale has never been more important, and both the U.S. and Canada are home to many of the world’s multinational corporations. Companies working in multiple countries focus on a global HR and benefits strategy and are looking for vendor and advisor relationships that can compete in this space.

As a UBA Partner, you have a distinct advantage of partnering with your international colleagues to provide this specialty expertise. This session will focus on Canadian benefits – dispelling myths about healthcare “up North,” and offering key ways you can incorporate these firms into dialogue with your clients and prospects.

 Download the presentation

Speaker: A.J. Somaini, PharmD, RPh, Senior Clinical Consultant, Confidio

JIn this session, you’ll hear about the current state of the PBM market and the potential changes the future holds for the current model. Leveraging analytics and focusing on how to drive real change with employers through education will be a key component to winning and retaining business in the future.

Speaker: Andrew Frend, SVP, Head of Employee Benefits Strategy & Analytics, Voya Financial

We are at a distinct inflection point in the fundamental way that our business works. What can we learn from other industries that will inform us as to how our market may evolve? What problem-solving is at the core of these disruptive forces? How can we (firms in this space) work together to create value for our group and individual customers? This presentation hopes to provide an informative and perhaps, at times, provocative point of view that will drive better consulting strategies with clients and carrier and technology partners.

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Wednesday, May 8

Hear updates from the UBA Board as they share news from each of our nine UBA Regions.

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Speaker: Janet Trautwein, President & CEO, NAHU

The ever-popular Janet Trautwein will share her updates from Capitol Hill and what the Trump Administration has in store for our industry in the coming months.