LTCIF 2024 Conference Agenda
TUESDAY, OCTOBER 8, 2024
5:00 PM - 7:00 PM
LTCIF Registration
5:00 PM - 6:30 PM
*Mentorship Program Event - By Invitation Only*
6:30 PM - 8:00 PM
LTCIF Welcome Reception
WEDNESDAY, OCTOBER 9, 2024
7:30 AM - 8:30 AM
LTCIF Registration
7:30 AM - 8:30 AM
Breakfast
8:30 AM - 8:45 AM
President's Welcome
8:45 AM - 10:00 AM
Session #1: Inconsistencies vs. Fraud, Waste, & Abuse – What’s the Tipping Point?
10:00 AM - 10:15 AM
Break
10:15 AM - 11:45 AM
Session #2: The How’s and Why’s of Focus Groups and Other Types of Actionable Research
11:45 AM - 1:30 PM
Lunch
1:30 PM - 3:00 PM
Session #3: Using Technology to Drive Decisions in Operations, & Legal/Regulatory Challenges and Updates
3:00 PM - 3:15 PM
Break
3:15 PM - 4:45 PM
Session #4: LTCi Hybrid Policies, Operational Nuances, & Litigation Updates
4:45 PM - ?
Dinner On Your Own
THURSDAY, OCTOBER 10, 2024
7:30 AM - 8:30 AM
Breakfast
8:30 AM - 10:00 AM
Session #5: MD Specialist Panel – Underwriting and Claims Topics Discussion; Maximizing your Resources
10:00 AM - 10:15 AM
Break
10:15 AM - 11:45 AM
Session #6: Your Role in Protecting Vulnerable Clients…and What Happens Next
11:45 AM - 1:00 PM
Lunch
1:00 PM - 2:30 PM
Session #7: Claims Workshop – Best Practices, Trends, & Challenges
2:30 PM - 3:00 PM
Break
3:00 PM - 4:30 PM
Session #8: Underwriting Workshop – Best Practices, Trends, & Challenges
6:30 PM - 8:30 PM
LTCIF Dinner Reception
FRIDAY, OCTOBER 11, 2024
8:00 AM - 9:00 AM
Breakfast
9:00 AM - 10:15 AM
Session #9: The Great Wellness Debate: Holistic Perspectives and Hot Topics
10:15 AM - 11:30 AM
Session #10: FWA Jeopardy: What’s in Your Fraud, Waste, & Abuse Toolbelt?
11:30 AM - 12:00 PM
Closing of the LTCIF
2024 LTCIF Program Sessions
LTCIF’s premier conference brings together Long-Term Care Insurance industry leaders and professionals. The 2024 program features multiple sessions with well-known speakers addressing a wide-range of important issues. Please refer to the Session summaries below for more information about the speakers and sessions.
Session #1: Inconsistencies vs. Fraud, Waste, & Abuse - What's the Tipping Point?
Inconsistencies, lies, and videotape . . . when can these amount to fraud, waste, or abuse? Come join seasoned litigators for this lively discussion about real world case studies that have hit the “tipping point”. You’ll laugh, you’ll cry, you’ll hear new perspectives about sufficiency of the evidence (including documents, surveillance, and social media). You’ll walk away with helpful tips and a new appreciation for addressing the realities of our LTC world. It’s the hottest ticket in town!
SPEAKERS:
Melissa Cowan, Esquire, Burke, Wiliams & Sorensen LLP
Jessica Loesing Gallagher, Esquire, Faegre Drinker Biddle & Reath
Jane Menin Bagley, General Counsel & Chief Fraud Officer - Fuzion
Session #2: The How's and Why's of Focus Groups and Other Types of Actionable Research
Gathering customer feedback is an art that blends science, psychology, and hands-on experience. This session delves into the world of Focus Groups, a powerful tool that has provided invaluable insights for LTCi providers across a variety of topics.
Join us as we engage in a mock focus group and discuss the steps to design, execute, and learn from Focus Groups, ensuring you leave with a clear roadmap to implement strategies to help enhance policyholder engagement and customer loyalty.
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SPEAKERS:
Debbie Maas, Senior Vice President, Communications and Client Engagement, Fuzion
Kathrin Schumacher, Vice President, Financial Service Practice Lead, Zeldis Research
Session #3: Using Technology and Analytics to Drive Decisions in Operations and Legal/Regulatory Challenges & Updates
Join our panel of experts in an engaging discussion about the use of technology and analytics in LTCi Operations, including machine learning, analytic models, and AI. We will also focus on various concerns with these technologies including regulatory and legal challenges, biases, and other considerations, as well as an NAIC update.
SPEAKERS:
Jared Bergantino, Davies Life & Health Inc.
Scott Kosnoff, Faegre Drinker Biddle & Reath
Kristen Orr, John Hancock
Session #4: The Hybrid/LTCi Market: Product Types, Experience, Operational Nuances, and Litigation Update
Sales of LTCi hybrid/combination products have increased in the marketplace. Join us as we discuss different Hybrid policy forms (historical and current), underwriting and claims nuances, and differences from traditional LTCi policies. We will also discuss important legal updates including LTCi hybrid litigation case updates, key takeaways, and lessons learned.
SPEAKERS:
David Dysart, New York Life
Sandra Jones, Faegre Drinker Biddle & Reath
Kace Kaiser, Northwestern Mutual
Ramona Neal, Living Benefit Review LLC
Session #5: MD Specialist Panel - Underwriting and Claims Topics Discussion; Maximizing Your Resources
Bring your LTCi medical claims and underwriting questions to the medical experts!This is an open and interactive session and will also include discussion related to challenging diseases and medical conditions.
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SPEAKERS:
Brent Varnadoe, illumifin
Gregory Soltner, Northwestern Mutual Long-Term Care
Sandra Jones, Faegre Drinker Biddle & Reath
Kace Kaiser, Northwestern Mutual
Session #6: Your Role in Protecting Vulnerable Clients... and What Happens Next?
​This panel of experts will discuss real case examples, including giving you a glimpse “behind the curtain” to see what happens after a report is filed with appropriate agencies. The panel will also explore operational considerations for protecting elderly and vulnerable clients.Our guest speakers include professionals from the UT Adult Protective Services & State Ombudsman’s Office and the US Attorney for the District of Utah.
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SPEAKERS:
Jennifer Gully, Assistant US Attorney for the District of Utah
Megan Schmidt, Utah Training Manager for Adult Protective Services
Alianne Sipes, UT State Ombudsman
Deb Martin, Manager, Vulnerable Adult Office, Thrivent
Session #7: Claims Workshop - Best Practices, Trends & Challenges
Join us for an engaging workshop session for peer-to-peer discussion specific to claims best practices, trends, and challenges. Bring your questions, knowledge, and experience.
MODERATORS:
Paula Johnson, illumifin
Tambree Borom, Continental General
Session #8: Underwriting Workshop - Best Practices, Trends & Challenges
Join us for an engaging workshop session for peer-to-peer discussion specific to underwriting best practices, trends, and challenges. Bring your questions, knowledge, and experience.
MODERATORS:
Kace Kaiser, Northwestern Mutual
Rachel Cabe, New York Life
Session #9: The Great LTC Wellness Debate: Holistic Perspectives on a Range of Hot Topics
During this round-table "debate", speakers from carriers at different points in their wellness journey will share their unique perspectives on a range of LTC wellness topics that are top of mind for the industry. We will cover business cases for and against wellness, potential roadmaps for implementing a wellness program, reactions to the ILTCI focus groups' views on wellness, and more. You won't want to miss this!
SPEAKERS:
Colleen Broomhead, North American Life & Health, a GE Company
Amanda Lynne Curtis, John Hancock
Michael Rustemeyer, Oliver Wyman
Rhett Wieland, Prudential
Mike Young, FedPoint
Session #10: FWA Jeopardy: What's In Your Fraud, Waste, & Abuse Tool Belt?
“I’ll take Fraud, Waste, & Abuse Investigations for $200, Alex!” – Join our panel for a fun and interactive Jeopardy-style session. Our experienced panel will discuss different tools to detect, investigate, and mitigate FWA and will share different perspectives from the investigator, operations, and legal viewpoints.
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SPEAKERS:
Roy Christenson, GE Aerospace
Paul Marquez, Diligence
Mike Rafalko, Cozen O’Conner