Meeting/Event Information

    2020 Virtual Benefits Forum & Medicare Summit

    September 22, 2020
    7:30 AM to 5:00 PM
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    Join us for our 2020 Event!

    AAHU is excited to announce that our
    2020 Benefits Forum & GAHU Medicare Summit will be a fully virtual format. This new format will continue to provide our members and partners with a valuable forum for strategic industry insights and networking.
    Earn up to 15 hours of Georgia Insurance continuing education credit
    (including 3 Ethics CE hours)!!!

     

    Roger Tutterow, Henssler Financial Endowed Chair, Director of the Econometric Center and Professor of Economics

    What's Ahead for the 2020 Economy

    Roger Tutterow serves as Chief Economic Adviser for Henssler Financial. He is also a Professor of Economics at Kennesaw State University and serves as Director of the Econometric Center, an applied research center housed in Kennesaw’s Coles College of Business. In 2018, The Board of Regents of the University System of Georgia approved the appointment of Dr. Tutterow as the Henssler Financial Endowed Chair at Kennesaw State University.

    Dr. Tutterow’s analysis of the economic, business, and political environments have been featured in a variety of media, including Wall Street Journal, Financial Times, USA Today, Atlanta Journal Constitution, Arizona Republic, Florida Times-Union, Kansas City Star, Los Angeles Times, New York Times, Orlando Sentinel, Palm Beach Post, Wichita Eagle, and on CNN, CNBC, NBC, Bloomberg Television, NPR’s “Marketplace” and “All Things Considered,” CNN-Radio, as well as by regional electronic and print media.


    Karen Stiggers, Markerting Director - Georgia, Messer Financial

    Building a Successful Medicare Business

    Karen Stiggers has been a licensed Adjuster, Life & Health agent, and Property & Casualty agent for over a decade.  She also holds dual degrees from Georgia State University in Finance and Real Estate. 

    She is currently the Regional Manager for Messer Financial Group.  Messer a Field Marketing Organization based in Mint Hill, NC but also has satellite offices through the US.  Messer Financial works with over 20,000 independent insurance agents in over 40 states and Karen runs the office here in Atlanta where she offers agents various programs to kick-start their business.  She primarily handles the Southeast region…GA, AL, MS, and TN but if you are looking to expand your business and have agents in other states, she and her team can assist you. 


    Adam Ruder, J.Manning & Associates

    Long Term Care Solutions for the Next Decade

    Adam Ruder is a Senior Sales Consultant for J. Manning & Associates, and is one of the largest producers of Long Term Care Insurance in the industry. Prior to joining J. Manning & Associates, Adam served as the Regional Vice President of Sales for Genworth Financial, the nation's largest Long-Term Care insurance carrier. Adam created Genworth's group Long-Term Care distribution in a 15 state territory. His efforts resulted in over $6 million in recurring annual premiums. Adam's clients include Fortune 500 companies, investment and public accounting firms, state governments, municipalities, and universities.

     

     


    Todd Schoonover, Regional Managing Director, Principal

    Help Your Client's Afford the Life Insurance They Need- Premium Financing Basics

    Todd oversees the growth and development of the South East Business Center with offices in Georgia and Alabama. With over 2 decades experience and knowledge in the diverse world of financial services, Todd leads and cultivates financial professionals practices through the ever-changing dynamic fast paced investment and risk management service sector. Throughout his leadership, Todd has created a culture of heartfelt relationships, where he and his team focus on helping individuals and businesses with financial planning and risk management.

     

     


    Robin Kiser, Senior Account Executive, Paylocity

    Embracing the New Standard of When & Where You Work 

    Robin Kiser is a gradate of the University of Memphis with a bachelor in Organizational Leadership. She has been working in the HR/payroll industry for 10 years, where her main focus has been helping clients of benefit brokers and financial advisor. Robin has achieved 6 Presidents Clubs rankings which puts her amongst the top 5% at Paylocity. Outside of work you will find Robin cheering on her four boys at the baseball and lacrosse fields.

     

     


    Gregg Conley, Executive Counsel, Georgia Insurance Dept.

    Legislative Update from the Commissioner's Office 

     

     

     

     


    Troy Bagne, CEO, Wanido

    Merging Workplace & Financial Well Being

    Troy Bagne is an interoperability industry expert. He has spent 20 years in the HR technology and employee benefits industry. Prior to starting Wanido, he spent four years as President and Founder of Oncore HCM. OnCore HCM was the industry's first HCM system built on one data set that seamlessly powered Employee Benefit Adinistration Data Transfer, ACA Compliance, Payroll, HRIS and Applicant Tracking all in one platform. Having this background, Troy has the unique experience to truly drive Wanido's mision and vision. Wanido delivers personalized insight to equip employers and employees with the tools to influence change where it's needed most. Wandio is the only platform that motivates employees to engage in culture, health and personal finances. Where employees are happier, healthier, and more financially secure - so is your bottom line


     Jeff Thorne, Solutions Architect - Financial Services, Plative

    How a Robust CRM Can Help You Build Your Business

    Jeff Thorne is a Salesforce Solutions Architect at Plative, a NY based technology consulting partner.  Over the past 6+ years, Jeff and his colleagues have worked to design and implement Salesforce Platform solutions for businesses across the Financial Services sector including:  Insurers (and Brokerages), Asset Managers, Banks, Credit Unions, Fintechs, and so on.  

     


     Edward Queen, Director,  D. Abbott Turner Program in Ethics and Servant Leadership at  Emory University’s Center for Ethics 

     Ethics Isn’t for Wimps: The “Ethics in” and “Ethics of” the Professional Health Underwriter

     Edward Queen directs the D. Abbott Turner Program in Ethics and Servant Leadership at Emory University’s Center for Ethics and helps coordinate the Organizational and Corporate Ethics Program.  Queen received his M.A. and Ph.D. degrees from the Divinity School of the University of Chicago, and his J.D. from the Indiana University School of Law-Indianapolis. Queen’s work focuses on applied and professional ethics and the development and implementation of ethics programs in businesses, nonprofits, and governmental agencies.  Queen has trained and advised numerous organizations on management and ethical issues including Belk, AECOM, Ethisphere, Voya, CertusHoldings, Coca Cola, USAID, and SunTrust.


    In addition to the Forum, special thanks to GAHU for including
    the Virtual Medicare Summit for all Forum attendees!!

     

     

    Full Agenda- Click Here

     

    CLICK HERE TO LEARN MORE

     

     


     

     

     

     

     

     

    Tickets

    $175.00 Non Member

    $150.00 NAHU Member- Other Chapter

    Documents

    AAHU Partnership Overview 2020-2021

    Medicare Summit: Keith Nabb Presentation

    Medicare Summit: David Dennis & Edward Stone

    Medicare Summit: Greg O'Brien Presentation

    AAHU Forum: Edward Queen Presentation

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    Join us for this Special Webinar featuring Janet Trautwein from NAHU

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