February 2-5, 2025 | Dallas, Texas
See what’s in store for PC25 and get ready to discover your potential! With rockin’ main stage speakers and our handcrafted group sessions, we’ve got an exciting agenda coming your way – not to mention some of the best food, drink, and entertainment Dallas has to offer!
| Sunday, February 2, 2025 | |||
|---|---|---|---|
| 9 am - 6 pm | Registration | ||
| 6 - 9 pm | Welcome Reception & Dinner | ||
| Monday, February 3, 2025 | |||
| 6:30 - 8:30 am | Breakfast | ||
| 8:30 – 10 am | General Session | Conference Mainstage Conference kick-off | Dan Schmid, Vice President of Sales, Trustmark Voluntary Benefits Keynote | Trailblazing: The power of connectional intelligence, Erica Dhawan | ||
| Breakout 1 | Salon C | Breakout 2 | Salon AB | Breakout 3 | Stemmons Ballroom | |
| 10:15 - 10:50 am | Universal Life with long-term care: The perfect combination Joe Goolsby, Regional Sales Director Adam Bezman, Executive Director, Product & Innovation |
Case study: Turning big client challenges into big results Glen Schweikert, Regional Sales Manager Steve Hynds, Regional Sales Director |
Understanding the legislative landscape Felicia Spivack, Executive Director & General Counsel, Government Affairs Mike Hawksworth, Vice President, Actuarial |
| 11 - 11:35 am | Designed to sell: Trustmark group health products Dan Kraft, Vice President, Product & Innovation Ryan Hohensee, Regional Sales Director |
Blazing a trail with a multi-year enrollment strategy Kraig Sexton, Regional Sales Director (Trustmark) Wes Steele, CEO (Steele Benefits Services) |
Enroll for Life: Trustmark’s new enrollment capability Brent Simmons, Regional Sales Manager Tom Smith, Vice President, Enrollment Services |
| 11:45 am - 1 pm | Lunch | ||
| 1 - 1:45 pm | General Session | Conference Mainstage Charity Session | Dan Schmid, Vice President of Sales, Trustmark Voluntary Benefits Finding direction with Trustmark | John Anderson, President, Trustmark | ||
| Breakout 1 | Salon C | Breakout 2 | Salon AB | Breakout 3 | Stemmons Ballroom | |
| 2 – 2:35 pm | Trustmark Life + Care: A modern solution David Fisher, Regional Sales Manager Adam Bezman, Executive Director, Product & Innovation |
Case study: Strategic marketing for decentralized enrollment Stephanie Filak, Director, Consumer Marketing (Trustmark) Lou Faiola, Senior Vice President (Employee Family Protection, Inc.) |
Panel: Women in insurance Jen Daniels, Kelly Marcus, Ryan Hohensee, Christina Johnson, Melissa Elliott, Kari Jo Hawkinson, Charlotte Santa Cruz |
| 2:45 – 3:20 pm | Selling employers on the value of engaged enrollments Joe Goolsby, Regional Sales Manager (Trustmark) Joe Fernandez, President & CEO (TBX Employee Benefits) |
Life and long-term care: positioning for sales Tom Homrighausen, Regional Sales Manager David Fisher, Regional Sales Manager |
Panel: Trustmark secrets for case success Shaun Urista, Regional Sales Manager Jen Daniels, Vice President, Marketing Scott Tickner, Executive Director, Systems and Sales Operations Kelli Hyde, Executive Director, Implementation & Customer Success |
| 3:20 – 3:35 pm | Break | ||
| 3:35 - 4:45 pm | General Session | Grand Ballroom Panel: The future of the voluntary market | Kelly Marcus, Regional Sales Director (Trustmark), Brian Russell, Partner (Mercer), Tommy Suggs, President (HUB South), Melissa Elliott , Senior Team Leader (MMA), Wes Steele, CEO (Steele Benefits) Trustmark Globetrotter 2026 | Dan Schmid, Vice President of Sales, Trustmark Voluntary Benefits | ||
| 4:45 - 6:15 pm | Break | ||
| 6:15 pm | Bus Meet Up | ||
| 7 - 10 pm | Offsite Group Event | Gilley's Dallas | ||
| Tuesday, February 4, 2025 | |||
| 7 - 9 am | Breakfast | ||
| 8 am - 5 pm | Registration | ||
| 9 - 9:40 am | General Session | Grand Ballroom Day 2 Welcome | Dan Schmid, Vice President of Sales, Trustmark Voluntary Benefits Trailblazing Trustmark Trivia | Dan Kraft, Vice President of Product & Innovation, Trustmark Voluntary Benefits | ||
| 9:40 – 10 am | Break | ||
| Breakout 1 | Salon C | Breakout 2 | Salon AB | Breakout 3 | Stemmons Ballroom | |
| 10 – 10:35 am | Care takes: Perspectives on long-term care Brett Daniel, Executive Director of National Accounts Kelly Marcus, Regional Sales Director |
Marketing mavericks: 4 ways Trustmark can be the ace up your sleeve Kevan Robbins, Director, Broker Marketing Stephanie Filak, Director, Consumer Marketing |
Introducing Cariloop: A new way to support family caregivers Adam Bezman, Executive Director, Product & Innovation (Trustmark) Michael Walsh, CEO (Cariloop) |
| 10:45 – 11:20 am | Under the hood on Universal Life: Long-term care stability Mike Hawksworth, Vice President, Actuarial Bob Cogan, Senior Regional Sales Director |
Case study: Working a small case to achieve big outcomes Adam Halick, Regional Sales Representative (Trustmark) Ted Van Dorn, President (Fairway Benefit Solutions) |
Trustmark ACH: Effortless billing solutions Shaun Urista, Regional Sales Manager Lyric Welty, Regional Sales Director |
| 11:35 am - 1:15 pm | Lunch | ||
| Breakout 1 | Salon C | Breakout 2 | Salon AB | Breakout 3 | Stemmons Ballroom | |
| 1:15 – 1:50 pm | Boots on the ground: Marketing your enrollment to employees Stephanie Filak, Director, Consumer Marketing Aaron Meredith, Regional Sales Director |
2024 Data round up: The latest research on voluntary benefits Elizabeth Jones, Executive Director, Market Research & Intelligence Dan Kraft, Vice President, Product & Innovation |
Panel: The evolving long-term care conversation Joe Goolsby, Regional Sales Manager (Trustmark) Adam Bezman, Executive Director, Product & Innovation (Trustmark) Steve Cain, Principle (LTCI Partners), Denise Gott, CEO (ACSIA Partners) Christina Johnson, Senior Vice President (Alliant Insurance Services, New York) |
| 2 – 2:35 pm | Trustmark Simplink: The answer to enrollment technology challenges Scott Tickner, Executive Director, Systems and Sales Operations |
Case study: Capitalize and win the re-enrollment game Brett Daniel, Executive Director of National Accounts (Trustmark) |
Panel: Building a block of business by mastering a vertical Kraig Sexton, Regional Sales Director (Trustmark) Mike Shepherd, Regional Sales Director (Steele Benefits Services) Dave Brenner, Vice President, Enrollment Consulting (Gallagher) Ross Krasnow, Managing Partner (US Employee Benefits Broker & Consulting) |
| 2:45 – 3:20 pm | Implementation strategies to hit the ground running Kelli Hyde, Executive Director, Implementation and Customer Succcess Stephanie Stepp, Executive Director, Member Services |
Enroll for Life: Trustmark’s new enrollment capability Brent Simmons, Regional Sales Manager Tom Smith, Vice President, Enrollment Services |
Panel: Modern enrollment strategies to drive increased participation Brett Daniel, Executive Director of National Accounts Panelists (coming soon) |
| 3:35 – 4:50 pm | General Session | Conference Mainstage Keynote The Power Of One: How One Attitude, One Action, & One Person Can Change The World, John O’Leary Closing Remarks Dan Schmid, Vice President of Sales, Trustmark Voluntary Benefits | ||
| 4:50 - 6:30 pm | Break | ||
| 6:30 pm | Bus Meet Up | ||
| 7 - 10 pm | Dine arounds | Various Locations | ||
| Wednesday, February 5, 2025 | |||
| 6 - 11 am | Depart for home | ||
