Jul 30, 2019

30Jul7:30 am4:30 pmEvent OverFeaturedThe 2019 ISAHU State Convention


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Event Details

Download CE Certificates

Assessing Your Organization’s Health – 36165

NAHU Washington Update – 36245

Recent Legal Developments Affecting Group Health Plans – 36247

RX Advocacy – 36251

The Essence of Leadership – 36125


Remember: The Carol Cutter Golf Outing is the day before this Convention on July 29. Sponsors spending more than $1500 can receive 10% off and apply funds to either or both events. Contact Jeff Goodwin for details.

We are happy to announce that ISAHU Board of Directors has approved the date and location for the 2019 ISAHU State Convention.

The 2019 ISAHU State Convention will be held on July 30th at The Nest in Greenwood, IN. We are hoping for a record turn out as we are honoring Pat Griffey who will be NAHU President by the time of the convention.

For more information please contact ISAHU President Jeff Goodwin at jgoodwin@imaweb.com or 317-691-9086.

Convention Agenda

  • 7:00 – 7:30 am Vendor and ISAHU Setup for convention
  • 7:30 am Doors to exhibit hall open for attendees
  • 7:30 am – 8:10 am State Convention Registration & Vendor Visit
  • 8:10 am – 8:20 am Jeff Goodwin Welcome – Dwight Hall Invocation – Dave Keller (Premiere Event Sponsor: The IHC Group)
  • 8:20 am – 8:30 am Shawn Gibbons – Encore Keynote Speaker Sponsor – Introduction of Marcy Buckner NAHU
  • 8:30 am – 9:30 am National Legislative Update – Marcy Buckner (1-hour CE #36245)
  • 9:30 am – 9:45 am Break with Vendors
  • 9:45 am – 10:00 am Stephen James – Capstone Administrators, Introduction of Mike Paton
  • 10:00 am – 11:00 am Recent Legal Developments Affecting Group Health Plans Mike Paton (1-hour CE #36247)
  • 11:00 am – 11:30 am Break with Vendors
  • 11:30 am -12:30 pm Buffet Lunch, Awards, Swearing in 2019/20 ISAHU BOD  1st (Carolyn Beck –Dwight Hall – Pat Griffey – JJ Nelson)
  • 12:30 pm -12:45 pm Introduction of Rx Help Centers by TrueRx
  • 12:45 pm – 1:45 pm Reducing Pharmacy Costs/Advocacy Rx Help Centers (1-hour CE #36251) (Bill Stafford & Gary Hinkle)
  • 1:45 pm – 2:00 pm Snack Break with Vendors
  • 2:00 pm – 2:15 pm Introduction of Women’s Panel by Ruste Pontenberg
  • 2:15 pm – 3:15 pm Women’s Leadership – Pam Evans Moderator – Pat Griffey Susan Rider Latrica Schooley Andrea Bogard (1-hour CE #36125)
  • 3:15 pm – 3:30 pm Break with Vendors
  • 3:30 pm – 3:45 pm Kyle Dietz – Pivot Health – Introduction of Jim Harenberg – Apex Benefits
  • 3:45 pm – 4:45 pm Assessing Your Organizations Health –Jim Harenberg (1-hour CE #36165)
  • 4:45 pm – 5:00 pm Jeff Goodwin – Closing Remarks – Sponsor Prizes

Classes Offered

NAHU Washington Update: #36245

Course Overview

During this course, participants will learn about the significance of the 2018 midterm Congressional elections and how they are shaping the 116th Congress. The session examines: legislative and regulatory actions affecting health policy and how NAHU develops and achieves advocacy goals; the increased interest at the federal and state levels in single-payer or similar legislation; NAHU’s policy priorities for the 116th Congress; major regulatory actions that have been taken and are expected in the near-term and later and the role that NAHU is having in this process; and how NAHU members, the overall agent/broker community, and employers can get involved. 

Learning Objectives

Upon completion of the course, the participant will know:

  • The political basis for how policymaking may be affected as the result of the 2018 midterm elections, including NAHU’s strategies to achieve policy goals;
  • Specific policy proposals that have been and are under consideration or are being developed by Congress and the Administration;
  • The political background, changes and processes that are leading to particular actions being made and how NAHU works to influence these processes;
  • Policy positions of the association in affecting change in health reform at both the legislative and regulatory levels and how those positions are developed;
  • Tools and resources for becoming active and engaged in these processes.


Marcy M. Buckner

NAHU Vice President of Government Affairs

Marcy M. Buckner, J.D., is the vice president of government affairs with the National Association of Health Underwriters (NAHU). In this role, Marcy manages the association’s state government affairs team, including the monitoring of activities of all state legislatures, insurance departments, and intergovernmental organizations to coordinate efforts to advance the interests of professional health insurance producers. In addition, she serves as the association’s liaison to federal agencies such as the Department of Health and Human Services, Centers for Medicare and Medicaid Services, Internal Revenue Service, and the Department of Treasury. Marcy is also the staff liaison to NAHU’s legislative management team, Legislative Council, and Legislative Council working groups.

Marcy received her Juris Doctor from New England School of Law in Boston, Massachusetts, and her Bachelor of Arts degree in Political Science and History from the College of Charleston in South Carolina.

The Essence of Leadership: #36125


Andrea Bogard

Andrea Bogard became a licensed insurance agent in 1988 and owns and operates Rajchel Insurance Services dba A. Bogard Insurance Group in Jeffersonville, Indiana.   She specializes in health insurance for individuals and small employer groups along with life and disability insurance.  Her insurance career began as a secretary in an insurance office in late 1987.  In September 2001 she became sole owner of her company.

Andrea has served her local chapter each year since joining NAHU in March 2002 in roles as secretary, treasurer, communications, and three terms as local president.  South Central Indiana’s Member of the Year Award was officially named the “Andrea Bogard Award” in 2008.  She recently served on the Governance Committee appointed by the State.

Her awards and accomplishments as a NAHU member are:

MEMBER OF THE YEAR – South Central Indiana Chapter 2005, 2006

MEMBER OF THE YEAR – Indiana State AHU 2010, 2018


Pam Evans
Owner/President, Star Benefit Associates

Since 1987 Star Benefit Associates has worked with hundreds of independent agents and agencies across the state, providing contracts with top group and Medicare products. Commitment to service, personalized attention, integrity and a focus on helping agents grow their business is at the forefront of their mission.  In 2002 Star Benefit was asked to partner with a local health plan to help launch the FIRST Medicare Advantage PPO in Indiana as a pilot program for CMS.  As Director of Senior Benefits, Pam headed up that effort and as current owner has seen a 10 fold growth in the Medicare Advantage and Medicare Supplement market.

Pam has been asked to speak to a number of professional and business organizations, providing consult and advice on Medicare and options.  Having spent time as a benefits consultant, educator, and public speaker, some of Pam’s engagements include:

  • Referral Partner and Consultant to many local Businesses, Professional groups, Elder Law Attorneys, Financial Planners on Medicare and Medicare Programs
  • Mentor, trainer and up-line for 200+ independent agents that specialize in the Senior Market
  • 2016-present: Planning committee and speaker ISAHU Medicare Summit
  • 2014-2018: Planning committee and speaker for annual Caregivers Conference sponsored by The Voice of Aging.
  • 2006-2015: Member of select “A-Team” independent sales force for local Health Plan.  Provided consulting services on business development, marketing strategies, and product design for Medicare PPO
  • 2002-2005: Chosen partner of local Health Plan on start-up of first Medicare Advantage PPO in Indiana as a CMS pilot program.  Trained and managed sales agents, developed and implemented lead program, and provided informational seminars to the public.  Product contact person for SHIP and CMS

Pat Griffey

Patricia Griffey has been a licensed agent over 30 years and is currently the owner of Page 1 Medicare, a subsidiary of Hailey-Campbell, Inc.

Pat has served in various positions on the Indiana State AHU Board and was the co-founder of the GNIAHU chapter in South Bend Indiana in 1998.  She served as an NAHU Regional VP for 3 years and is currently NAHU’s President.

Pat has also served a 3 year term as a member of the Board of Directors for the Indiana Chamber of Commerce participating on the health committee, and multiple years on the Agent Advisory Council for Anthem Blue Cross and Blue Shield, as well as the Select Health Network in South Bend Indiana.

She is NAHU certified in Wellness, Consumer Driven Health Care, Worksite Marketing, PPACA, Self-funding and Medicare, as well as being an Employee Benefit Healthcare Associate (EBHA) as certified by the Association of Health Insurance Plans (AHIP). Pat is also a Lifetime and Qualifying member of the NAHU Leading Producers Roundtable.

She has been recognized with the following awards for her industry service and leadership:

MEMBER OF THE YEAR by the local NAHU chapter – 2006

MEMBER OF THE YEAR by the Indiana State AHU – 2008

HONORARY INSURANCE COMMISSIONER by the Indiana Department of Insurance – 2009

NAHU Distinguished Service Award – 2011

Hoosier Spirit Award through the Indiana State AHU 2012

Susan Rider
Vice President Employee Benefits & Human Capital Strategies at Gregory & Appel.

Susan is a past President of the Indiana State Health Underwriters Association and current serves as the state Legislative Co-Chair.

Recognized in 2016 by Employee Benefit Adviser among the “25 Most Influential Women in Benefit Advising.” Susan was recognized also a Rising Stars in the Employee Benefit Advisor Magazine in 2011.

Susan helps organizations build corporate infrastructure – culture transformation, total reward and engagement strategies. Susan delivers services and create comprehensive strategies to elevate organizations to the next level by providing objective, relevant and actionable insights that identify, evaluate, and successfully implement growth strategies for organizations.

Susan helps build and lead proactive HR programs for organizations undergoing rapid growth, going through transition and those preparing for acquisition.

Latrica Schooley
Customer Empowerment Officer at Activate Benefits Group.

She is former President of NAIFA Indianapolis and currently is a member of SCIAHU. She has been a featured writer in California Broker, and Broker Innovations Lab  in Benefits Pro. She started as an agency owner in 1994, built a million dollar agency from scratch, then in 2001 began her career on the carrier  side  she has held roles including Account Executive, Area Director and Regional Broker Manager

She helps her client partners empower themselves through education on the options available in the current benefits landscape that best fits their wants and needs.

Latrica’s industry accolades include 13th Degree Grand Diamond Award, LPRT and All American.  By far her greatest accolade is being a wife and mom, she is a staunch supporter of Special Olympics and an advocate for Foster Children through Hands of Hope & IFAAP.

Assessing Your Organization's Health: #36165

Course Overview

Employers are facing a very competitive labor market.  Alongside direct compensation, benefits are offered to attract and retain today’s workforce.  In recent years, the costs and complexity of providing healthcare benefits continue to escalate.  As executives in your organizations, this session will equip you with an understanding of current employee benefit trends.  Participants will learn what benefits are being offered, how the benefits landscape has changed over the past few years, and why Indiana’s benefit programs often differ from those offered by employers in other regions.


Jim Harenberg, CPBS

As Vice President of Strategic Solutions at Apex Benefits, Jim and his team help employers fully utilize employee and claims data to identify and deliver population-based health & wellness programs. Jim’s passion is ensuring employees and their dependents have access to cost-effective benefits.

Jim has over 25 years of healthcare experience, primarily as an executive with Eli Lilly and Company. His background navigating the relationships between pharmaceutical manufacturers, health insurers and pharmacy benefit managers brings unique perspectives on drug costs and creates opportunities for employers to reduce costs and enhance their pharmacy benefit. At Apex, he and his team are responsible for analyzing employer claims to understand financial performance and the clinical health of the employer’s covered population, designing health and wellness programs to aide employees in achieving positive health outcomes, supporting employers with HR, compensation and employee communication solutions, and ensuring employees have access to affordable medications.

Reducing Pharmacy Costs Using Prescription Medication Advocacy: #36251

Course Description

Rapidly rising Prescription medication costs are driving healthcare costs and are their most rapid growing sector.  Specialty pharmacy costs are the single largest cost component of the employers’ pharmacy costs. Learn how to reduce a large segment of these necessary yet high cost prescription medications through individual prescription medication advocacy.


Bill Stafford

Bill is a native of Indianapolis, Indiana where he attended Indiana University – Purdue University at Indianapolis (IUPUI) as a business major. In addition to Indiana University he also attended Friends University in Wichita, Kansas where he received his Bachelor of Science degree in Human Resource Management.

Bill is a Principal and the President and C.O.O. of Rx Help Centers, a national prescription drug advocacy company located in Indianapolis. Bill’s recent history and prior to joining Rx Help Centers he served seven years as the Vice President of Member Services for United Benefit Advisors (UBA) in Indianapolis, IN. UBA is an aggregation of over 145 of the nation’s leading independent employee benefit advisory firms and is a Member-owned organization. In his role, Bill was responsible for UBA’s Health Plan Benchmarking Survey (the largest in the U. S.) and two national Employer Opinion Surveys. In addition, Bill was the staff liaison responsible for managing Carrier and Vendor relationships for all the traditional and worksite benefit products, tools, and services UBA had available in support of their Owner Firms.

Bill has been involved in the financial services market for more than 40 years focused primarily employee and executive benefits. Bill has held senior positions with a major national healthcare insurance company and has directed sales and marketing efforts of two large regional Third-Party Administrators.

Bill is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Health Consultant (CHC).

Gary Hinkle

Gary is a native of Indianapolis, Indiana where he attended Indiana University – Purdue University at Indianapolis (IUPUI) receiving his Bachelor of Science degree in Business Administration & Management.  Gary later attended and received his M.B.A. from Wesleyan University in Business Administration & Management.

For more than 40 years, Gary has been involved in individual and group health care industry with expertise in managed care products and services to include medical, dental and vision benefits.

Gary started his career with Blue Cross Blue Shield of Indiana where he held various positions in the sales, marketing, product development, and vendor / provider / payer relations management areas.  Areas of focus included managed care products and services and the distribution of them through brokers and third parties.  Titles during his tenure with Blue Cross Blue Shield of Indiana (Anthem / Wellpoint) included Director of Marketing, Managed Care Division, Director of Sales & Service, Vice President of Business Development & Director of Dental & Vision.

Become a Convention Sponsor

Premier Event Sponsor – $1000

  • 8’x6′ exhibitor booth
  • 2 event tickets
  • Signage on stage with your name and logo
  • Welcome at the Mic
  • Logo and 20-word ad in program book
  • Logo on other marketing and ISAHU.org


Session Sponsor – $250

  • 1 event ticket
  • Logo on marketing material, in program book, and ISAHU.org
  • Signage at session with your name and logo
  • Sponsorship of non-keynote speaker


Lunch & Awards Sponsor – $750

  • 8’x6′ exhibitor booth
  • 2 event tickets
  • Logo and 20-word company description in program book
  • Signage on service table with your name and logo


Continental Breakfast or All-day Beverage Sponsor – $500

  • 8’x6′ exhibitor booth
  • 2 event tickets
  • Logo and 20-word company description in program book
  • Logo on marketing and ISAHU.org
  • Signage on service table with your name and logo


Keynote Speaker Sponsor – $500

  • 8’x6′ exhibitor booth
  • 2 event tickets
  • Logo on marketing materials and ISAHU.org
  • Logo and 20-word company description in program book


Program Book or Name Tag or Convention Bag Sponsor – $500

  • 8’x6′ exhibitor booth
  • 2 event tickets
  • 20-word ad in program book
  • Half-page ad in program book (Program Book sponsor only)
  • Logo on marketing materials and ISAHU.org


Exhibit Booth  – $400

  • 8’x6′ exhibitor booth
  • 2 event tickets
  • Logo and 20-word company description in program book
  • Logo on other marketing and ISAHU.org


Corporate Table – $1000

  • 8 event tickets
  • Reserved table of 8 located near stage




Tokio Marine

Gold Sponsor


Silver Sponsor

Silver Sponsor

Silver Sponsor


Premier Event Sponsor


Lunch & Awards Sponsor

IU Health Plans

Continental Breakfast Sponsor

All Day Beverage Sponsor


PM Break Sponsor

Bag Sponsor


Keynote Speaker Sponsor (NAHU Update)

Program Book Sponsor

HSA Authority


Financial Center


Covering Kids


HRI Dental




Pivot Health


Capstone Administrators



Motion Connected


True Rx


Delta Dental





(Tuesday) 7:30 am - 4:30 pm EST


The Nest

400 Byrd Way, Greenwood, IN 46143

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Indiana State Association of Health Underwriters

Indiana State Association of Health Underwriters