Overview:
Consumer-directed healthcare (CDH), a converging of the financial services and health markets, is anticipated to drive the creation of more than 42 million new accounts and $2.9 billion in annual revenues for financial institutions by 2012. CDH is a still a relatively new, technology-driven offering encompassing both financial services and health. It has shown impressive growth over the past 24 months, with more than $10 billion in acquisitions and more than 150 major financial institutions entering the business. Despite the growing volume of activity – including more than 70 major alliances between financial services organizations such as banks and card processors and health insurance carriers – the field is still changing rapidly, as both insurance companies and financial institutions design and implement strategies. Some organizations that have held back are wondering if they are too late to market, but there is a second wave of consumer-directed healthcare activity emerging, permitting those who take advantage of it to offer more differentiated, efficient, scalable and flexible offerings than those who moved fast using workarounds and patches built from existing systems/processes.

Where are the opportunities and what must financial services firms do to capitalize on the increasing new revenue and accounts potential promised by consumer-driven financial management in healthcare?

REGISTRATION CLOSED


THIS EVENT IS COMPLIMENTARY
Please Note: This event is open to bank and insurance executives only. Each applicant will be reviewed and qualified registrants will be forwarded a confirmation notice, which is needed to enter the event.

Complimentary Executive Forum
Seizing Opportunities for Financial Services in Consumer-Directed Healthcare
Wednesday, May 17, 2006 8:00 am - 11:30 am
Hampshire House, 84 Beacon Street, Boston
617-227-9600
Directions

If you have any questions about registration, please contact Jennifer Iannucci at 212-600-3104 or jiannucci@cmp.com

Katherine Burger Editorial Director Bank Systems & Technology Katherine Burger is Editorial Director of Bank Systems & Technology, member of the InformationWeek Media Network (part of CMP Media). She has led Insurance & Technology since 1991, and assumed leadership of Bank Systems & Technology in 2003. At Insurance & Technology, in addition to directing the editorial strategy, Kathy has been directly involved in the development of new products, supplements and publications on topics including standards, e-commerce, budgets/ROI, globalization, security, convergence, CRM, standards, privacy, outsourcing, health insurance, and financial management. She also oversees Insurance & Technology News, I&T's e-mail newsletter, and I&T's Web site (www.insurancetech.com). Kathy is a frequent speaker/participant at industry/association/sponsored conferences and events, including IASA, ACORD, ACLI, IVANS and Insurance Services Office (ISO). She is a member of the IASA Interpreter Steering Committee.

Nathaniel C. Brinn Chief Executive Officer, HSA Bank Nathaniel C. Brinn is chief executive officer, HSA Bank, executive vice president of Webster Bank and senior vice president of Webster Financial Corporation. He is responsible for directing Webster's corporate development, including mergers, acquisitions and strategic investments. He joined the company in 2002 when his current position was created as part of Webster's strategic growth plan. Prior to joining Webster, Brinn held senior management positions with HSB Group, Inc. and with Phoenix Companies, Inc., both of Hartford, Connecticut. As senior vice president, Business Development and New Products for HSB Group, he was responsible for managing the company's acquisitions and divestitures, new product development and special projects. At Phoenix Companies, he was senior vice president of Strategic Development and president of the venture capital subsidiary Phoenix Strategic Capital Corporation. He is a member of the board of directors of the New Britain Museum of American Art. Brinn has a bachelor's degree from the University of Delaware, an M.B.A. from Duke University and is a Chartered Financial Analyst. He resides in Avon, Connecticut.

Ian B. Brodie Senior Manager, BearingPoint Ian Brodie serves as Senior Manager within the Financial Services Practice for BearingPoint. Ian has over fifteen years experience within the information technology industry focused within the insurance and financial services sector. Previously, Ian has led engagements to plan, design, and implement technology enhancements for financial services firms. His experience includes strategic planning, application development and maintenance, outsourcing, development methods and service management in the insurance and financial services sector. Recent projects in the CDH initiative include: Led a team at a global bank to support the product design, and vendor selection process. This included managing the technical, marketing, sales & distribution, operational, card processing, and investment management tracks. Managed a team to support a large financial client with CDH platform implementation strategy. Responsibilities included requirements development, implementation project plan, documenting business process flows and coordinating with outside vendors.

John Reynolds President, Healthcare Payment Solutions, Metavante John Reynolds is President of Metavante Healthcare Payment Solutions. He was named to this position in January 2006. In this role, Reynolds is responsible for setting and overseeing strategic marketing, sales and product development. Metavante Healthcare Payment Solutions incorporates several companies acquired by Metavante, as well as other internally developed products and services. Prior to joining Metavante, Reynolds was senior vice president and business director for Health Benefits Services at Wells Fargo Institutional Trust Service. Reynolds has over 20 years of banking experience in trust services, cash management, banking systems and software. Previously he managed Global Trust & Custody and was also responsible for Bryan, Pendleton, Swats & McAllister, LLC, an employee benefits consulting business with a national client base. He also managed sales and customer service within the Global Cash Management department of Mellon Bank Corporation in Pittsburgh. Reynolds has a bachelor of science degree in Economics, Aeronautical Engineering and Speech Communications from the University of Minnesota. He also has a master of management and administration degree from Metropolitan State University in St. Paul, Minn. He is a Ph.D. candidate at Capella University in the field of Business, Organization and Management. Reynolds is a certified flight instructor and has been an adjunct instructor of aeronautical science at the University of Minnesota. He is a member of the Association for Financial Professionals and has been a frequent speaker at national financial services conferences.

Kirsten Trusko Senior Manager, BearingPoint Kirsten Trusko is the co-lead for the Consumer Driven Healthcare (CDH) financial services practice and a Senior Manager in BearingPoint's Banking practice. Her responsibilities include driving the Prepaid Card Practice, as well as driving projects focused in areas related to cards and payments, in the banking, health, and insurance industries. Ms Trusko leads work in areas such as financial services and insurance convergence, advanced trends in Consumer Driven Healthcare (CDH), solutions for the underbanked, emerging payments products, electronification of property/casualty and catastrophe claims payments. She's written white papers and is a frequent industry speaker. Prior to joining BearingPoint Ms Trusko had a menu of experiences in the card industry, including leading commercial and consumer card divisions for Fortune 500 firms. Additionally she's worked with manufacturers, and retailers in developing, launching and reengineering lending programs including cards, and commercial finance products. Recent clients have included several of the top insurance carriers in the property casualty and health fields, large venture capital firms, as well as top banks, card associations, and large manufacturers and retailers.

Jim Dean Senior Manager, BearingPoint Mr. Dean is a Senior Manager and thought leader at BearingPoint and has 20 years of experience in the Financial Services Information Technology industry. Mr. Dean co-leads the CDH payment and electronic claim payments practices in the Financial Services group, and has spoken at several industry conferences and authored white papers on these topics. He has conducted strategic planning, program and project management, system integration, design and implementation efforts and process re-engineering in the commercial, personal lines of Property/Casualty, Reinsurance and Health industries.

Hampshire House
84 Beacon Street
Boston, MA 02108
Phone: (617) 227-9600
www.hampshirehouse.com

Co-Produced by BearingPoint, Bank Systems & Technology and Insurance & Technology, Seizing Opportunities for Financial Services in Consumer-Directed Healthcare will take place at the historic Hampshire House mansion. Located in the heart of Boston's distinguished Beacon Hill neighborhood, the Hampshire House is directly across from the Boston Public Garden. Look for the beige awning. The Executive Forum and Registration will take place in the Library Room, 2nd Floor.

Hotel Information
Preferred rates have been arranged for CDH Forum attendees at the Omni Parker House Hotel. In the event that you require overnight lodging while in Boston, rooms have been blocked at the Omni Parker House Hotel, Boston, MA. The preferred rate is $269.00 + applicable taxes and will be in effect until Monday, May 1, 2006, 5:00 PM EST.

RESERVATIONS BY PHONE:
Please contact the Omni Parker House directly at 617-227-8600 or Omni Central Reservations at 1-800-THE-OMNI and mention "CDH Forum" to receive the preferred group rate.

If you have any special needs or would like further assistance, contact Diana Milbert, event operations manager, at 415-947-6754 or dmilbert@cmp.com.

Directions & Parking Information for Hampshire House

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8:00 – 9:00 am Registration/Continental Breakfast 9:00 – 9:15 am Introduction: Where Are the Opportunities in CDH?   Katherine Burger Editorial Director, Bank Systems & Technology and Insurance & Technology Katherine Burger is Editorial Director of Bank Systems & Technology, member of the InformationWeek Media Network (part of CMP Media). She has led Insurance & Technology since 1991, and assumed leadership of Bank Systems & Technology in 2003. At Insurance & Technology, in addition to directing the editorial strategy, Kathy has been directly involved in the development of new products, supplements and publications on topics including standards, e-commerce, budgets/ROI, globalization, security, convergence, CRM, standards, privacy, outsourcing, health insurance, and financial management. She also oversees Insurance & Technology News, I&T's e-mail newsletter, and I&T's Web site (www.insurancetech.com). Kathy is a frequent speaker/participant at industry/association/sponsored conferences and events, including IASA, ACORD, ACLI, IVANS and Insurance Services Office (ISO). She is a member of the IASA Interpreter Steering Committee. For session slides, click here. 9:15 – 10:00 am CDH and Financial Services: The Big Picture   For session slides, click here. The role of financial institutions – not only traditional commercial and retail banking organizations but also investment houses, card associations and processors, and life, supplemental and even P&C insurers – in the consumer-directed healthcare field has grown dramatically in the past 24 months. Yet the business is still undergoing rapid change, as both insurers and other types of financial institutions create and refine their overall strategies. What kinds of regulatory, financial and operational considerations have driven CDH activity so far, and what is the competitive outlook going forward? With so many financial institutions already in this market, is there room for new entrants – for a second wave of participants? Who's who – key players and partnerships. Regulatory update; implications for CDH of KYC, OFAC, PATRIOT Act, Regs Q/E, etc. HSA status report. Understanding the tiered distribution model (benefits consultants, TPAs, brokers, employers, participants). Convergence and disintermediation considerations. Market statistics and demographics. Forecasts – what's ahead. Speakers: Kirsten Trusko Senior Manager, BearingPoint Kirsten Trusko is the co-lead for the Consumer Driven Healthcare (CDH) financial services practice and a Senior Manager in BearingPoint's Banking practice. Her responsibilities include driving the Prepaid Card Practice, as well as driving projects focused in areas related to cards and payments, in the banking, health, and insurance industries. Ms Trusko leads work in areas such as financial services and insurance convergence, advanced trends in Consumer Driven Healthcare (CDH), solutions for the underbanked, emerging payments products, electronification of property/casualty and catastrophe claims payments. She's written white papers and is a frequent industry speaker. Prior to joining BearingPoint Ms Trusko had a menu of experiences in the card industry, including leading commercial and consumer card divisions for Fortune 500 firms. Additionally she's worked with manufacturers, and retailers in developing, launching and reengineering lending programs including cards, and commercial finance products. Recent clients have included several of the top insurance carriers in the property casualty and health fields, large venture capital firms, as well as top banks, card associations, and large manufacturers and retailers. Jim Dean, Senior Manager, BearingPoint Mr. Dean is a Senior Manager and thought leader at BearingPoint and has 20 years of experience in the Financial Services Information Technology industry. Mr. Dean co-leads the CDH payment and electronic claim payments practices in the Financial Services group, and has spoken at several industry conferences and authored white papers on these topics. He has conducted strategic planning, program and project management, system integration, design and implementation efforts and process re-engineering in the commercial, personal lines of Property/Casualty, Reinsurance and Health industries. 10:00 – 10:45 am Panel Discussion: CDH Best Practices in Action   The financial services success stories – and operational challenges – from the first wave of consumer-directed healthcare offerings have significantly shaped the current market dynamics. But they also provide some benchmarks and best practices for organizations seeking to enter the market in the second wave. A panel of experts discusses strategies for building market share, lessons learned, and plans for the future. What is the appeal of CDH for investment management firms and those looking to build balances? What are the internal challenges in developing a strategy for CDH design/implementation in a large organization? Transaction processing: what is important to being competitive and profitable? Regulatory compliance considerations Customer analysis and business intelligence strategies Speakers: John Reynolds, President, Healthcare Payment Solutions, Metavante John Reynolds is President of Metavante Healthcare Payment Solutions. He was named to this position in January 2006. In this role, Reynolds is responsible for setting and overseeing strategic marketing, sales and product development. Metavante Healthcare Payment Solutions incorporates several companies acquired by Metavante, as well as other internally developed products and services. Prior to joining Metavante, Reynolds was senior vice president and business director for Health Benefits Services at Wells Fargo Institutional Trust Service. Reynolds has over 20 years of banking experience in trust services, cash management, banking systems and software. Previously he managed Global Trust & Custody and was also responsible for Bryan, Pendleton, Swats & McAllister, LLC, an employee benefits consulting business with a national client base. He also managed sales and customer service within the Global Cash Management department of Mellon Bank Corporation in Pittsburgh. Reynolds has a bachelor of science degree in Economics, Aeronautical Engineering and Speech Communications from the University of Minnesota. He also has a master of management and administration degree from Metropolitan State University in St. Paul, Minn. He is a Ph.D. candidate at Capella University in the field of Business, Organization and Management. Reynolds is a certified flight instructor and has been an adjunct instructor of aeronautical science at the University of Minnesota. He is a member of the Association for Financial Professionals and has been a frequent speaker at national financial services conferences. 10:45 – 11:00 am Becoming a CDH Player: The Operational Perspective   For session slides, click here. Competing in the fast-moving consumer-directed healthcare market takes more than marketing savvy – it requires accurate, secure and proficient processing capabilities, market intelligence, and operational flexibility. What's required to be an effective CDH player, in terms of technology investment, project management/governance, distribution channels and industry partnerships? Learn how to successfully manage your organization's entry into the market. Winning executive buy-in. Operational considerations for product design – what are the consequences? Architecture and integration requirements. Identifying core competencies: specialization vs. diversification. Interchange fees – what are the trends? Customer analysis and product development.; supporting account set-up and maintenance. STP in CDH – implementing auto-claims adjudication. Supporting cross-selling and multi-channel distribution. Insourcing vs. outsourcing – which is more time- and cost-efficient? Speakers: Ian B. Brodie Senior Manager, BearingPoint Ian Brodie serves as Senior Manager within the Financial Services Practice for BearingPoint. Ian has over fifteen years experience within the information technology industry focused within the insurance and financial services sector. Previously, Ian has led engagements to plan, design, and implement technology enhancements for financial services firms. His experience includes strategic planning, application development and maintenance, outsourcing, development methods and service management in the insurance and financial services sector. Recent projects in the CDH initiative include: Led a team at a global bank to support the product design, and vendor selection process. This included managing the technical, marketing, sales & distribution, operational, card processing, and investment management tracks. Managed a team to support a large financial client with CDH platform implementation strategy. Responsibilities included requirements development, implementation project plan, documenting business process flows and coordinating with outside vendors. 11:00 - 11:30 am Closing Remarks/Event Wrap-Up

8:30 - 9:00 am Registration/Continental Breakfast 9:00 - 9:15 am Introduction: Where Are the Opportunities in CDH? Katherine Burger, Editorial Director, Bank Systems & Technology and Insurance & Technology For session slides, click here. 9:15 - 10:00 am CDH and Financial Services: The Big Picture Kirsten Trusko, Senior Manager, BearingPoint Jim Dean, Senior Manager, BearingPoint For session slides, click here. 10:00 - 10:45 am Panel Discussion: CDH Best Practices in Action John Reynolds, President, Healthcare Payment Solutions, Metavante 10:45 - 11:00 Becoming a CDH Player: The Operational Perspective Ian Brodie, Senior Manager, BearingPoint For session slides, click here. 11:00 - 11:30 Closing Remarks/Event Wrap-Up