PC2024 | AGENDA

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
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
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
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
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
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
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
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
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
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
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)
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