See what’s in store for PC24 and see how you can ACCELERATE your business. With electric mainstage speakers and dynamic group sessions, we’ve got an exciting agenda lined up – not to mention some of the best food, drink, and entertainment San Francisco has to offer.
Meals
All meals specified on the agenda will be included during your stay. A group breakfast will not be offered on Wednesday, February 7, however, all guests may dine in The Garden Court Restaurant, or order room service (up to $50 per person). Please charge the breakfast to your room account, and the charge will be reversed upon check-out.
Sunday, February 4, 2024 | ||||
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9 am - 6 pm | Registration | Ralston Ballroom | |||
6 - 9 pm | Welcome Dinner | Sunset Court | |||
Monday, February 5, 2024 | ||||
6:30 - 8:30 am | Breakfast | Gold Ballroom | |||
8 am | Registration Opens | Regency Foyer | |||
8:30 - 9:10 am | General Session | Grand Ballroom Conference kick-off | Dan Schmid, Trustmark Accelerate Technology and Product | Scott Tickner & Dan Kraft, Trustmark | |||
9:10 - 9:30 am | Break | Regency Foyer | |||
9:30 - 10:05 am | Structuring supplemental health products to deliver maximum value Adam Halick, Trustmark Heather Scott, Trustmark Sea Cliff |
Trustmark ACH: An alternative to payroll deduction Janet Barber, Trustmark Shaun Urista, Trustmark Pacific Heights |
Changing the narrative on life and long-term care Adam Bezman, Trustmark Zach Iovino, Trustmark Twin Peaks |
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10:15 - 10:50 am | Elevate your game with Trustmark group health products Kelly Marcus, Trustmark Heather Scott, Trustmark Sea Cliff |
The Tri-Agency Proposal: Is the world of supplemental health products changing? Mike Hawksworth, Trustmark Dan Kraft, Trustmark Pacific Heights |
Stacking the deck for enrollment success: Case set up and employee marketing Stephanie Filak, Trustmark David Fisher, Trustmark Marshele Palmer, Trustmark Twin Peaks |
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11 - 11:35 am | Choose the right life and long-term care product to meet your clients' needs Adam Bezman, Trustmark Tom Homrighausen, Trustmark Sea Cliff |
Target practice: How to maximize client value in key industries Mike Hawksworth, Trustmark Kevan Robbins, Trustmark Pacific Heights |
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11:50 am - 1:30 pm | Lunch | Gold Ballroom | |||
1:30 - 3 pm | General Session | Grand Ballroom Accelerate your purpose | John Anderson, Dan Schmid, Jim Crovatto & Jack Waldie, Trustmark Accelerate value | John Anderson Keynote: The Brave Habit | Todd Henry, Founder of The Accidental Creative | |||
3:10 - 3:45 pm | Trustmark Simplink: Technology solutions in an ever changing world Scott Tickner, Trustmark Sea Cliff |
Case study: Pushing the envelope on technology to fuel results Fred Hill, NFP Brent Simmons, Trustmark Pacific Heights |
Insuring peace of mind with Trustmark life and long-term care Adam Bezman, Trustmark Joe Goolsby, Trustmark Twin Peaks |
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3:45 - 4 pm | Break | Regency Foyer | |||
4 - 5 pm | General Session | Grand Ballroom Keynote: The Future of AI and Employee Benefits | Dr. Mohammad Ghassemi Globetrotter 2025 | Dan Schmid, Trustmark | |||
7 - 10 pm | Evening Event | The San Francisco Spirit (6:15 pm – Meet in Regency Foyer) | |||
Tuesday, February 6, 2024 | ||||
7 - 9 am | Breakfast | Gold Ballroom | |||
9 - 10:10 am | General Session | Grand Ballroom Keynote Panel: Everything you need to know about long-term care legislation | John Shirikian, ACLHIC, Frank Morang, Kevin Morris & Adam Bezman, Trustmark Accelerate Marketing and Operations | Jennifer Daniels & Janet Barber, Trustmark | |||
10:10 - 10:25 am | Break | Regency Foyer | |||
10:25 - 11 am | Insuring peace of mind with Trustmark life and long-term care Adam Bezman, Trustmark Joe Goolsby, Trustmark Sea Cliff |
Claims: Managing risk with exceptional customer service Joe Hayre, Trustmark Aaron Meredith, Trustmark Pacific Heights |
Playing the long game with a multi-year enrollment strategy Kraig Sexton, Trustmark Wes Steele, Steele Benefit Services Twin Peaks |
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11:10 - 11:45 am | Choose the right life and long-term care product to meet your clients' needs Adam Bezman, Trustmark Tom Homrighausen, Trustmark Sea Cliff |
Inside the mind of a customer: Leveraging research for optimal results Jennifer Daniels, Trustmark Elizabeth Jones, Trustmark Pacific Heights |
Panel: What does enrollment success look like? Denise Gott, ACSIA Ross Krasnow, US Employee Benefits Broker & Consulting Services Frank Morang, Trustmark Jack Waldie, Trustmark Twin Peaks |
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11:45 am - 1:30 pm | Lunch | Gold Ballroom | |||
1:30 - 2:05 pm | Changing the narrative on life and long-term care Adam Bezman, Trustmark Zach Iovino, Trustmark Sea Cliff |
Case study: Making yourself indispensable to clients Melissa Elliott, MMA Midwest Joe Goolsby, Trustmark Pacific Heights |
Generational marketing: Considerations for sales, marketing and enrollment campaigns Jennifer Daniels, Trustmark Elizabeth Jones, Trustmark Twin Peaks |
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2:15 - 2:50 pm | Panel: The next wave of benefits technology innovation Brent Simmons, Trustmark Steve Helsing, Zevo Benefits, Inc. Chris Morris, Benefit Communications, Inc. Scott Tickner, Trustmark Sea Cliff |
How to win the game with your legal and compliance team: Navigating the landscape of AI Delilah Jenkins, Trustmark Pacific Heights |
Panel: Predictions for 2024 and beyond Steve Cain, LTCI Partners Jim Crovatto, Trustmark Jennifer Holliday, Mercer Marc Lower, Aon Jeff Toliver, Gallagher Twin Peaks |
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3 - 3:35 pm | Your partner in "yes": Trustmark underwriting & actuarial Brett Daniel, Trustmark Mike Hawksworth, Trustmark Pacific Heights |
Panel: Adapting artificial intelligence to the world of insurance John Brogan, NBGA Joe Fernandez, TBX Dr. Mohammad Ghassemi Chris Killian, Trustmark Twin Peaks |
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3:35 - 3:50 pm | Break | Regency Foyer | |||
3:50 - 5 pm | General Session | Grand Ballroom Keynote: Glad To Be Here! | John Foley, Blue Angels lead solo pilot Closing Remarks | Dan Schmid, Trustmark | |||
6:15 - 10 pm | Dine Arounds | Meet in Regency Foyer 10 minutes before your departure time | |||
GROUP 1: Epic Steak (Depart at 6:15 pm) GROUP 2: Prospect (Depart at 6:15 pm) GROUP 3: Perbacco (Depart at 6:30 pm) GROUP 4: 25 Lusk (Depart at 6:30 pm) |
GROUP 5: One Market (Depart at 6:45 pm) GROUP 6: Boulevard (Depart at 6:50 pm) GROUP 7: Wayfare Tavern (Depart at 6:50 pm) |