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HEALTH INSURANCE EXCHANGE SUMMIT PRESENTATIONS
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HEALTH INSURANCE EXCHANGE SUMMIT AGENDA: PRECONFERENCE SYMPOSIA
Wednesday, May 14, 2014


7:00 am Registration Opens

PRECONFERENCE STATE AND FEDERAL UPDATE:
LESSONS LEARNED FROM THE INITIAL ACA OPEN ENROLLMENT

Open to state and federal and other Summit attendees at no cost. Supported by a grant from Robert Wood Johnson Foundation.
8:00 am

Welcome, Introduction and Overview

Kevin J. Counihan
Chief Executive Officer, Connecticut Health Insurance Exchange; Chairperson, Exchange Steering Committee, National Academy for State Health Policy; Former President, Choice Administrators Exchange Solutions, Hartford, CT (Co-chair)

    Speaker Bio

    Kevin J. Counihan was chosen by Connecticut Governor Dannel P. Malloy as the State's Health Insurance Exchange Chief Executive Officer in July 2012. Mr. Counihan has over 30 years' experience in the health care industry and previously held the position of President of Choice Administrators in California. Prior to CHOICE Administrators Mr. Counihan served as the Chief Marketing Officer for the Commonwealth of MA Health Insurance Connector Authority, was Senior Vice President for Sales and Marketing for Tufts Health Plan and regional vice president for CIGNA and EQUICOR. Mr. Counihan holds an undergraduate degree from the University of Michigan and an MBA in finance and marketing from Northwestern University's Kellogg School of Management.
Jon M. Kingsdale, PhD
Managing Director, Wakely Consulting Group; Former Executive Director, Commonwealth Health Insurance Connector Authority, Boston, MA (Co-chair) Associate Director, State and Federal Reporting, Corporate Ethics and Compliance, Eisai Inc., Woodcliff Lake, NJ (Co chair)

    Speaker Bio

    Jon Kingsdale, Ph.D., is an executive, policymaker, strategist and speaker with extensive experience in health care financing, provider reimbursement, insurance product development and marketing, public affairs and general management. He has worked in health insurance, government, consulting, academia and journalism.

    Dr. Kingsdale is Managing Director and co-founder of the Boston office of Wakely Consulting Group. Prior to his current position, Jon was the founding Executive Director of the Commonwealth Health Insurance Connector Authority, an independent authority established in 2006 under Massachusetts' landmark health reform legislation. The Massachusetts experience was fundamental to national reform and the model for insurance reform and exchanges under the federal Patient Protection and Affordable Care Act of 2010.

    As a senior executive at the Tufts Health Plans for twenty years, Jon was responsible for strategic planning, product development, public affairs and government relations.
Katherine Hempstead, PhD
Team Director and Senior Program Officer, Robert Wood Johnson Foundation; Former Director, Center for Health Statistics, New Jersey Department of Health and Senior Services, Princeton, NJ

    Speaker Bio

    Katherine Hempstead, PhD, is a Team Director and Senior Program Officer at the Robert Wood Johnson Foundation. She joined the Foundation in 2011 as a senior program officer in the Research and Evaluation unit. Previously, Hempstead was director of the Center for Health Statistics in the New Jersey Department of Health and Senior Services and worked as an analyst in the Office of the Attorney General, New Jersey Department of Law and Public Safety. She is a visiting faculty member at Rutgers Center for State Health Policy. Hempstead received a PhD in Demography and History from the University of Pennsylvania, where she also earned an MA in Demography and a BA in Economics and History.
8:30 am

Sales and Marketing

Jason Madrak, MBA
Director of Marketing, AccessHealth CT; Former Staff Vice President of Consumer Experience, WellPoint, Hartford, CT

    Speaker Bio

    Jason Madrak joined Access Health CT in May 2012 as the Chief Marketing Officer. Jason brings more than 15 years of diverse experience in media and marketing leadership in the finance, insurance and consumer products industries. Most recently, Jason held senior leadership positions at both WellPoint and Aetna, where he led efforts to develop engaging consumer outreach programs and improve the member experience. Additionally, Jason has led market research efforts at both The Wall Street Journal and Conde Nast, focused on driving effective media and marketing strategies for the firms client base of leading national advertisers.
Jim Sugden, CLU
Director of SHOP, Connect4HealthCO, Denver, CO

    Speaker Bio

    Jim Sugden joined the Connect for Health Colorado as the Small Business Marketplace Manager in August 2012. He manages the strategic direction and implementation of the Small Business Marketplace, the component of Connect for Health Colorado.

    Jim brings more than four decades of experience in employee benefit marketing and administration. He has founded and led employee benefit brokerage agencies in Connecticut and Colorado and served as Vice President of Marketing for GBS, Inc., a Colorado-based provider of health insurance quotation software. Jim's experience also includes the management of marketing and sales efforts for association health plans serving the propane gas and home building industries.
9:25 am

Operating a "Lean" Largely Outsourced Exchange

Kevin J. Counihan
Chief Executive Officer, Connecticut Health Insurance Exchange; Chairperson, Exchange Steering Committee, National Academy for State Health Policy; Former President, Choice Administrators Exchange Solutions, Hartford, CT

    Speaker Bio

    Kevin J. Counihan was chosen by Connecticut Governor Dannel P. Malloy as the State's Health Insurance Exchange Chief Executive Officer in July 2012. Mr. Counihan has over 30 years' experience in the health care industry and previously held the position of President of Choice Administrators in California. Prior to CHOICE Administrators Mr. Counihan served as the Chief Marketing Officer for the Commonwealth of MA Health Insurance Connector Authority, was Senior Vice President for Sales and Marketing for Tufts Health Plan and regional vice president for CIGNA and EQUICOR. Mr. Counihan holds an undergraduate degree from the University of Michigan and an MBA in finance and marketing from Northwestern University's Kellogg School of Management.
Jon M. Hager, MBA
Product Development and Compliance, Hometown Health Plans, Former Executive Director, Silver State Health Insurance Exchange; Former Chief Financial Officer, Nevada Public EmployeesÂ’ Benefits Program, Carson City, NV

    Speaker Bio

    Jon M. Hager was the first Director of the Silver State Health Insurance Exchange from January 2012 until March 2014.

    Prior to 2012, he was the CFO of Nevada's Public Employees' Benefits Program and was responsible for its $476 million annual budget serving 72,000 public employees, retirees and dependents.

    Mr. Hager was a pilot in the U.S. Navy for nine years. He earned his MBA from Texas A&M and a BS in Physics from the United States Naval Academy.

    Mr. Hager continues to serve Nevadans in his work for Hometown Health, Nevada's only domestically domiciled non-profit health insurance company.
10:20 am Break
10:35 am

Consumer Choice and Decision Support

Shandon Fowler
Director of Product Management, Marketplaces, Benefitfocus, Charleston, SC

    Speaker Bio

    Shandon Fowler is the Director of Product Management for Marketplaces at Benefitfocus, a leading provider of cloud-based benefits software solutions, where he formulates, develops and deploys the company's private exchange solutions. Benefitfocus' development and launch of a broad spectrum of private exchange solutions has given Fowler a unique, consumer-driven perspective on the rapidly evolving benefits landscape. Previously, Fowler was a Senior Program Manager for Social Media Strategy at AOL and the Director of Online/Print Media and Publications for the Tribeca Film Festival. He's received recognition from the Webby Awards, eHealthcare Strategy, Communication Arts, The Effie Awards, and the Society of Professional Journalists.
Anna D. Sinaiko, PhD
Research Scientist, Department of Health Policy and Management, Harvard School of Public Health, Boston, MA

    Speaker Bio

    Anna D. Sinaiko, Ph.D. is a Research Scientist in the Department of Health Policy and Management at the Harvard School of Public Health. Dr. Sinaiko received her Ph. D. in Health Policy with a concentration in Economics from Harvard University in 2010. Her research focuses on consumer decision-making and how information and financial incentives alter consumer behavior. Specific empirical projects include an examination of consumer response to tiered physician networks, of consumer response to price transparency, and of consumer choice of health insurance plans. Dr. Sinaiko's work has been published in the Journal of Health Economics, Health Affairs, and numerous other peer-reviewed journals.
11:30 am

Medicaid-Exchange Churn

Joel Ario, M.Div., JD
Managing Director, Manatt Health Solutions; Former Director, Office of Health Insurance Exchanges, U.S. Department of Health and Human Services; Former Pennsylvania Insurance Commissioner, Washington, DC

    Speaker Bio

    Mr. Ario is managing director of Manatt Health Solutions and assists state governments, health plans and foundations in understanding and navigating healthcare reform, especially how public and private exchanges are reshaping the healthcare landscape. Mr. Ario previously served as Director of the HHS Office of Health Insurance Exchanges (2010-2011), Pennsylvania Insurance Commissioner (2000-2007), and served on the NAIC Executive Committee for a decade. He received his J.D. from Harvard Law School, M. Div. from Harvard Divinity School, and a B.A. from Saint Olaf College.
Deborah Bachrach, Esq.
Partner, Manatt, Phelps & Phillips, LLP; Former Medicaid Director and Deputy Commissioner of Health, New York State Department of Health, New York, NY

    Speaker Bio

    Deborah has more than 20 years of experience in health policy and financing in both the public and private sectors and an extensive background in Medicaid policy and healthcare reform. She currently advises states and other policy makers as well as private stakeholders on implementation of federal health reform and Medicaid reform strategies. Until 2010, Deborah was the Medicaid Director and Deputy Commissioner of Health for the New York State Department of Health, Office of Health Insurance Programs. In this capacity, she was responsible for coverage, care and payment policies for over 4 million children and adults enrolled in New York's Medicaid and Child Health Insurance Programs.

    She is an adjunct professor of law at the New York University School of Law, where she teaches a seminar on federal health reform. She is a frequent commentator on Exchange implementation, Medicaid expansion strategies, and Medicaid payment and purchasing reforms.
12:25 pm Preconference Adjournment and Lunch On Your Own


AGENDA: DAY I
Wednesday, May 14, 2014


OPENING PLENARY SESSION - AGENDA DAY I
1:00 pm

Welcome and Introduction and Summit Overview

Jon M. Kingsdale, PhD
Managing Director, Wakely Consulting Group; Visiting Lecturer on Health Care Policy, Department Health Care Policy, Harvard Medical School; Former Executive Director, Commonwealth, Health Insurance Connector Authority, Boston, MA (Co-chair)

    Speaker Bio

    Jon Kingsdale, Ph.D., is an executive, policymaker, strategist and speaker with extensive experience in health care financing, provider reimbursement, insurance product development and marketing, public affairs and general management. He has worked in health insurance, government, consulting, academia and journalism.

    Dr. Kingsdale is Managing Director and co-founder of the Boston office of Wakely Consulting Group. Prior to his current position, Jon was the founding Executive Director of the Commonwealth Health Insurance Connector Authority, an independent authority established in 2006 under Massachusetts' landmark health reform legislation. The Massachusetts experience was fundamental to national reform and the model for insurance reform and exchanges under the federal Patient Protection and Affordable Care Act of 2010.

    As a senior executive at the Tufts Health Plans for twenty years, Jon was responsible for strategic planning, product development, public affairs and government relations.
Katherine Hempstead, PhD
Team Director and Senior Program Officer, Robert Wood Johnson Foundation; Former Director, Center for Health Statistics, New Jersey Department of Health and Senior Services, Princeton, NJ

    Speaker Bio

    Katherine Hempstead, PhD, is a Team Director and Senior Program Officer at the Robert Wood Johnson Foundation. She joined the Foundation in 2011 as a senior program officer in the Research and Evaluation unit. Previously, Hempstead was director of the Center for Health Statistics in the New Jersey Department of Health and Senior Services and worked as an analyst in the Office of the Attorney General, New Jersey Department of Law and Public Safety. She is a visiting faculty member at Rutgers Center for State Health Policy. Hempstead received a PhD in Demography and History from the University of Pennsylvania, where she also earned an MA in Demography and a BA in Economics and History.
1:15 pm

Perspectives on the First Open Enrollment

Jon M. Kingsdale, PhD
Managing Director, Wakely Consulting Group; Visiting Lecturer on Health Care Policy, Department Health Care Policy, Harvard Medical School; Former Executive Director, Commonwealth, Health Insurance Connector Authority, Boston, MA

    Speaker Bio

    Jon Kingsdale, Ph.D., is an executive, policymaker, strategist and speaker with extensive experience in health care financing, provider reimbursement, insurance product development and marketing, public affairs and general management. He has worked in health insurance, government, consulting, academia and journalism.

    Dr. Kingsdale is Managing Director and co-founder of the Boston office of Wakely Consulting Group. Prior to his current position, Jon was the founding Executive Director of the Commonwealth Health Insurance Connector Authority, an independent authority established in 2006 under Massachusetts' landmark health reform legislation. The Massachusetts experience was fundamental to national reform and the model for insurance reform and exchanges under the federal Patient Protection and Affordable Care Act of 2010.

    As a senior executive at the Tufts Health Plans for twenty years, Jon was responsible for strategic planning, product development, public affairs and government relations.
1:45 pm

The State of the States

Alan Weil, MPP, JD
Executive Director, National Academy for State Health Policy; Former Director, Assessing the New Federalism, Urban Institute, Portland, ME

    Speaker Bio

    Alan Weil has been the executive director of the National Academy for State Health Policy (NASHP) since September 2004. An independent, non-partisan, non-profit research and policy organization, NASHP is dedicated to excellence in state health policy and practice. Prior to joining NASHP, Mr. Weil served as director of the Urban Institute's Assessing the New Federalism project. He previously held a cabinet position as executive director of the Colorado Department of Health Care Policy and Financing, was health policy advisor to Colorado Governor Roy Romer, and was assistant general counsel in the Massachusetts Department of Medical Security.

    Mr. Weil is a frequent speaker on national and state health policy, Medicaid, federalism, and implementation of the Affordable Care Act. He is the co-editor of two books, publishes regularly in peer-reviewed journals, has testified before Congress more than half-a-dozen times, and is called upon by major media outlets for his knowledge and analysis.

    He is a member of the Board of Trustees of the Consumer Health Foundation in Washington, DC, and of the Board of Directors of the National Public Health and Hospitals Institute. He is a graduate of the University of California at Berkeley, the John F. Kennedy School of Government at Harvard University, and Harvard Law School.
2:15 pm

Medicaid/Exchange Interaction and Marketplace Convergence

Deborah Bachrach, Esq.
Partner, Manatt, Phelps & Phillips, LLP; Former Medicaid Director and Deputy Commissioner of Health, New York State Department of Health, New York, NY

    Speaker Bio

    Deborah has more than 20 years of experience in health policy and financing in both the public and private sectors and an extensive background in Medicaid policy and healthcare reform. She currently advises states and other policy makers as well as private stakeholders on implementation of federal health reform and Medicaid reform strategies. Until 2010, Deborah was the Medicaid Director and Deputy Commissioner of Health for the New York State Department of Health, Office of Health Insurance Programs. In this capacity, she was responsible for coverage, care and payment policies for over 4 million children and adults enrolled in New York's Medicaid and Child Health Insurance Programs.

    She is an adjunct professor of law at the New York University School of Law, where she teaches a seminar on federal health reform. She is a frequent commentator on Exchange implementation, Medicaid expansion strategies, and Medicaid payment and purchasing reforms.
3:00 pm Break
3:30 pm

Retrospective on the First Open Enrollment

Joel Ario, M.Div., JD
Managing Director, Manatt Health Solutions; Former Director, Office of Health Insurance Exchanges, U.S. Department of Health and Human Services; Former Pennsylvania Insurance Commissioner, Washington, DC

    Speaker Bio

    Mr. Ario is managing director of Manatt Health Solutions and assists state governments, health plans and foundations in understanding and navigating healthcare reform, especially how public and private exchanges are reshaping the healthcare landscape. Mr. Ario previously served as Director of the HHS Office of Health Insurance Exchanges (2010-2011), Pennsylvania Insurance Commissioner (2000-2007), and served on the NAIC Executive Committee for a decade. He received his J.D. from Harvard Law School, M. Div. from Harvard Divinity School, and a B.A. from Saint Olaf College.
Kevin J. Counihan
Chief Executive Officer, Connecticut Health Insurance Exchange; Chairperson, Exchange Steering Committee, National Academy for State Health Policy; Former President, Choice Administrators Exchange Solutions, Hartford, CT

    Speaker Bio

    Kevin J. Counihan was chosen by Connecticut Governor Dannel P. Malloy as the State's Health Insurance Exchange Chief Executive Officer in July 2012. Mr. Counihan has over 30 years' experience in the health care industry and previously held the position of President of Choice Administrators in California. Prior to CHOICE Administrators Mr. Counihan served as the Chief Marketing Officer for the Commonwealth of MA Health Insurance Connector Authority, was Senior Vice President for Sales and Marketing for Tufts Health Plan and regional vice president for CIGNA and EQUICOR. Mr. Counihan holds an undergraduate degree from the University of Michigan and an MBA in finance and marketing from Northwestern University's Kellogg School of Management.
Christine Ferguson, JD
Director, Health Insurance Exchange State of Rhode Island; Professor, Health Services Management and Leadership, School of Public Health, George Washington University; Former Commissioner, Massachusetts Department of Public Health; Former Director, Rhode Island Department of Human Services, Providence, RI

    Speaker Bio

    Since 2012, Christine Ferguson has served as director of HealthSource RI, Rhode Island's health benefits exchange. She brings to that role a unique blend of federal and state experience in health care financing, public health and social services, developed through serving as commissioner of the Massachusetts Department of Public Health, director of the Rhode Island Department of Human Services, and counsel and deputy chief of staff to the late U.S. Senator John H. Chafee. Her subject matter expertise includes Medicare, Medicaid, tax expenditures, public health and safety, obesity and chronic disease, maternal and child health, safety net providers and commercial insurance.
Jon M. Kingsdale, PhD
Managing Director, Wakely Consulting Group; Visiting Lecturer on Health Care Policy, Department Health Care Policy, Harvard Medical School; Former Executive Director, Commonwealth, Health Insurance Connector Authority, Boston, MA

    Speaker Bio

    Jon Kingsdale, Ph.D., is an executive, policymaker, strategist and speaker with extensive experience in health care financing, provider reimbursement, insurance product development and marketing, public affairs and general management. He has worked in health insurance, government, consulting, academia and journalism.

    Dr. Kingsdale is Managing Director and co-founder of the Boston office of Wakely Consulting Group. Prior to his current position, Jon was the founding Executive Director of the Commonwealth Health Insurance Connector Authority, an independent authority established in 2006 under Massachusetts' landmark health reform legislation. The Massachusetts experience was fundamental to national reform and the model for insurance reform and exchanges under the federal Patient Protection and Affordable Care Act of 2010.

    As a senior executive at the Tufts Health Plans for twenty years, Jon was responsible for strategic planning, product development, public affairs and government relations.
Heather H. Howard, JD
State Network Program Director, Robert Wood Johnson Foundation, Lecturer in Public Affairs, Woodrow Wilson School, Princeton University; Former Commissioner of Health and Senior Services, New Jersey, Princeton, NJ (Moderator)

    Speaker Bio

    Heather Howard is a Lecturer in Public Affairs at Princeton University's Woodrow Wilson School and Director of the State Health Reform Assistance Network, a Robert Wood Johnson Foundation initiative providing technical assistance to states implementing the Affordable Care Act. She served as New Jersey's Commissioner of Health and Senior Services from 2008-2010, overseeing a cabinet-level agency with a budget of $3.5 billion and staff of 1,700 responsible for public health services, regulation of health care institutions, senior services, and health care policy and research. She also has significant federal experience, having worked as Senator Corzine's Chief of Staff, as Associate Director of the White House Domestic Policy Council and Senior Policy Advisor for First Lady Hillary Clinton, as an Honors Attorney in the U.S. Department of Justice's Antitrust Division Health Care Task Force, and for the U.S. House of Representatives.

    Howard received her J.D. cum laude from New York University School of Law, serving a judicial clerkship with the U.S. Court of Appeals for the Sixth Circuit, and her B.A. cum laude from Duke University.
4:30 pm

Politics and Policy Assessment of the ACA/Exchange Rollout

Henry J. Aaron
Senior Fellow, Economic Studies and Bruce and Virginia MacLaury Chair, Brookings Institution, Washington, DC

    Speaker Bio

    Henry J. Aaron is currently Bruce and Virginia MacLaury Senior Fellow in the Economic Studies Program at the Brookings Institution. He directed the Economic Studies Program at the Brookings Institution from 1990 through 1996. He is a member the Institute of Medicine, the American Academy of Arts and Sciences, and the visiting committee of the Harvard Medical and Dental Schools and the board of directors of the Center on Budget and Policy Priorities. He serves on the Health Insurance Exchange of the District of Columbia. President Obama has nominated him to chair the Social Security Advisory Board.
Gail Wilensky, PhD
Senior Fellow, Project Hope; Former Senior Health and Welfare Adviser, President GHW Bush; Former Administrator, Health Care Financing Administration, Washington, DC

    Speaker Bio

    Gail R. Wilensky, Ph.D. is an economist and senior fellow at Project HOPE, an international health foundation. She directed the Medicare and Medicaid programs and served in the White House as a senior adviser on health and welfare issues to President GHW Bush. She was also the first chair of the Medicare Payment Advisory Commission. Her expertise is on strategies to reform health care, with particular emphasis on Medicare, comparative effectiveness research and military health care.

    Dr. Wilensky currently serves as a trustee of the Combined Benefits Fund of the United Mine Workers of America and the National Opinion Research Center, is on the Board of Regents of the Uniformed Services University of the Health Sciences (USUHS), the Visiting Committee of the Harvard Medical School and the Board of Directors of the Geisinger Health System Foundation. She is an elected member of the Institute of Medicine, served two terms on its governing council and currently chairs the Healthcare Servicing Board. She is a former chair of the board of directors of Academy Health, a former trustee of the American Heart Association and a current or former director of numerous other non-profit organizations. Dr. Wilensky testifies frequently before Congressional committees, serves as an adviser to members of Congress and other elected officials, and speaks nationally and internationally. She received a bachelor's degree in psychology and a Ph.D. in economics at the University of Michigan and has received several honorary degrees.
Merrill Goozner
Editor, Modern Healthcare, Author, The $800 Million Pill: The Truth Behind the Cost of New Drugs, Chicago, IL (Moderator)

    Speaker Bio

    Merrill Goozner joined Modern Healthcare, the nation's leading newsweekly for healthcare executives, as editor in December 2012. He provides overall editorial direction and oversees content development for its magazine, newsletters and website. Prior to joining Modern Healthcare, he spent more than 30 years as an editor, writer and journalism educator. Author of The $800 Million Pill: The Truth Behind the Cost of New Drugs (University of California Press, 2004), he served as foreign, national and chief economics correspondent for the Chicago Tribune. From 2000 to 2003, he was professor of journalism at New York University. Contributor to numerous publications including the New York Times, the American Prospect, the Journal of the National Cancer Institute and the Fiscal Times, Goozner received his MS in journalism from Columbia University (1982) and a BA in history from the University of Cincinnati (1975), whose College of Arts & Sciences gave him its 2008 Distinguished Alumni Award.
5:30 pm Adjournment and Networking Reception




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