Last Year's Agenda

June 3, 2021

9:00AM – 9:45AM
Registration & Continental Breakfast

9:45AM – 9:55AM

Chairperson Welcome & Opening Remarks

Michael D. Underhill, Chief Investment Officer
Capital Innovations, LLC

 

9:55AM – 10:00AM
Session Transition

10:00AM – 10:45AM

Post-Election Discussion: Where are We Headed Now?

  • Reflect on potential political and regulatory changes in the coming year and the future impact on trade unions
  • Analyze the investment implications, challenges and opportunities of the election results and how the landscape for pension reform may be impacted
  • Examine how organizations are working towards improving a culture of inclusion and diversity

 

Richard Dahab, CFA, Chairman, CEO
Dahab and Associates

10:45AM-10:50AM
Session Transition

10:50AM – 11:35AM

Panel Discussion: The Future of Apprenticeship Programs

  • Evaluate how the impact of the pandemic and how to be intentional about keeping the integrity of Unions
  • Discuss recruitment strategies to target the next generation post pandemic and beyond
  • Assess the shared responsibility of incorporating diversity and inclusion programs

Moderator: 

William P. Callinan, Member 
Johnson & Krol, LLC 

 

Panelists: 

Jason Kotlyarov, Attorney
Germaine Law Firm, PLLC


Jillian Otten, Director
USA Digital Media LLC

11:35AM – 11:50AM
Networking Break

11:50AM – 11:55AM

Concurrent Tracks

Pension and Investing

Opening Track Chairperson Remarks

Michael D. Underhill, Chief Investment Officer
Capital Innovations, LLC

Health Care

Opening Track Chairperson Remarks

Andy Johnson, Fund Administrator
Teamster Center Services Fund

11:55AM – 12:00PM
Session Transition

12:00PM - 12:45PM

Concurrent Tracks

Pension and Investing

Panel Discussion: Pension Survival in Uncertain Times

  • Discuss strategies to protect and preserve your plan
  • Learn the importance of risk management and asset allocation
  • Analyze the promised benefits of cash flow

Moderator:
Jim Maloney, Director
IPPFA

Panelists:

Russell D. Kamp, Managing Director
Ryan ALM Inc.

Health Care

Panel Discussion: Build a Cost-Effective Post Pandemic Health Care Benefit Strategy

  • Learn success strategies for funds to combat continued rising health care costs and provide high quality benefits
  • Examine innovative solutions to effectively incorporate wellness programs into the benefit strategy
  • Evaluate social determinants of health strategies to combat health costs and keep members healthy

Moderator:
Travis Smith, President of Health & Welfare Division
Foster & Foster
 

Panelists:

Margaret Rehayem, Director of Initiatives & Programs
National Alliance of Healthcare Purchaser Coalitions

Jennifer Sargent, Chief Revenue Officer
Vera Whole Health  

12:45PM – 1:45PM
Networking Lunch

1:45PM – 2:30PM

Concurrent Tracks

Pension and Investing

PBGC Multiemployer Plan Update: The Latest Information on Financials, Reports, Partitions & Guidance

  • Gain an understanding of the multiemployer plan liabilities booked by PBGC and estimates for the future
  • Receive an overview of recent multiemployer plan partitions
  • Obtain a review of multiemployer plan guidance and how it may impact your plan

 

Bruce L. Perlin, Assistant General Counsel, Office of General Counsel
Pension Benefit Guaranty Corporation (PBGC)

Health Care

Health Funds: Post Pandemic and Beyond

  • Evaluate the significant financial impact of COVID-19 on health care funds and how the future landscape may change based on election results
  • Utilize telehealth and other technologies to reduce costs without compromising quality care
  • Explore the culture shift of delayed or stopped care and which control mechanisms the Union can use to offer quality and affordable care

 

William Buividas, Chairman
City of Phoenix Healthcare Benefits Trust Fund

 

Travis Smith, President of Health & Welfare Division
Foster & Foster

2:30PM – 2:35PM
Session Transition

2:35PM - 3:20PM

Concurrent Tracks

Pension and Investing

Strategize for Conscious Capital for Turbulent Times

  • Learn achievable strategies to attract a critical mass of private capital to solve global challenges
  • Examine Renewable Power, the next opportunity for job creation in the low carbon economy
  • Discover why fixed-income investors will increasingly engage companies on social issues.
  • Discuss how investors will focus more on preparedness and resilience in the face of long-term risks

 

Moderator: 

Jim Maloney, Director 
IPPFA 
  

Panelists: 

Jacques S. Loveall, President & International Vice President 
UFCW 8- Golden State 

 

Nathan R. Ring, Esq., Partner 
Novara  

Health Care

Creating A Game Plan for Cybersecurity

  • Learn strategies for uniting security and operations players to work as a team
  • Assess which equipment is most effective to reach your goals
  • Discuss the benefits of incorporating cybersecurity insurance into your strategy

 

Michael Ledbetter, Partner
Ledbetter Parisi LLC

 

Sally Corbin, J.D., CEO
Union Services Agency

3:20pm – 3:35pm
Networking Break

3:35PM – 4:20PM

Concurrent Tracks

Pension and Investing

Opportunities and Considerations of Infrastructure Investing to Ensure Success

  • Examine how infrastructure investing has been affected by COVID-19 and beyond
  • Identify new opportunities and investing considerations post pandemic to ensure success
  • Review how infrastructure investing addresses income inflation protection and portfolio diversification

 

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

 

John S. Shanklin, CFA, CAIA, Senior Research Consultant

NEPC, LLC

Health Care

Strategies to Determine & Challenge OverBilling

  • Learn how to gather information about claims and challenge questionable items
  • Discuss how Medicare prices are determined and established
  • Discover how some providers inflate claims and how to challenge those billing methods

 

Patrick J. Pine, Administrator
Robert F. Kennedy Medical Plan, Juan De La Cruz Pension Plan

4:20PM – 4:25PM
Session Transition

4:25PM – 4:30PM

Concurrent Tracks

Pension and Investing

Track Chairperson Closing Remarks

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

Health Care

Track Chairperson Closing Remarks

Andy Johnson, Fund Administrator
Teamster Center Services Fund

4:30PM – 5:30PM
Cocktail Reception

June 4, 2021

9:00AM – 9:45AM
Registration & Continental Breakfast

9:45AM – 9:55AM

Chairperson Welcome and Day One Takeaways

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

9:55AM – 10:00AM
Session Transition

10:00AM – 10:45AM

A New Analytic Strategy to Surface Excess Healthcare Costs

  • Unpack inflation to surface what’s really driving trends 
  • Understand the three levers available to tackle increasing costs 
  • Learn how benchmark data can be used to identify excess costs with an impartial perspective 
  • Hear how one Taft Hartley plan used their data to identify high-cost areas and take action   

 

Bryan Curran, Director, Customer Experience
HDMS

 

Kurt Baxley, Senior Consultant
Foster & Foster

10:45AM– 10:50AM
Session Transition

10:50AM – 11:35AM

Investments & Liabilities: The Impact of COVID-19 and Future Implications on Taft-Hartley Plans

  • Discuss the impact of COVID-19 on multiple-employer plans
  • Explore the liquidity crisis, ramifications of underfunded pension funds and what plans can do to earn the actuarial assumption
  • Identify action steps for plans to address escalating contribution expenses in a post pandemic world

Ronald J. Ryan, CFA, CEO
Ryan ALM Inc.

11:35AM – 11:50AM
Networking Break

11:50AM – 11:55AM

Concurrent Tracks

Pension and Investing

Opening Track Chairperson Remarks

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

Health Care

Opening Track Chairperson Remarks

Andy Johnson, Fund Administrator

Teamster Center Services Fund

11:55AM – 12:00PM
Session Transition

12:00PM – 12:45PM

Concurrent Tracks

Pension and Investing

Deep Dive Into the American Rescue Plan Act (ARPA)

  • Discover which pension plans are eligible for the Special Financial Assistance (SFA) under ARPA and understand the impact on those who are ineligible
  • Learn how the SFA is calculated and if there are restrictions on how those assets can be managed 
  • Discuss other challenges/issues that the PBGC will be addressing (by 7/9), including withdrawal liability
     

Russell D. Kamp, Managing Director 
Ryan ALM Inc. 

Health Care

Effectively Address the Behavioral Health Crisis

  • Compare how organizations are effectively addressing the increased need for behavioral health support for health plan members and health care workers
  • Discover innovative strategies to successfully engage members in behavioral health programs and ways to measure the effectiveness
  • Discuss the escalation of the addiction crisis and how to combat the stigma of behavioral health needs through member education and community programs

 

Andy Johnson, Fund Administrator
Teamster Center Services Fund

 

Michael J. Devine, Ph.D., Director, Special Investigations Unit (SIU) 
L.A. Care 

12:45PM – 1:45PM

Networking Lunch

1:45PM – 2:30PM

Concurrent Tracks

Pension and Investing

Re-Align Retirement Contribution Strategies for Success

  • Discuss the impact of decreased and eliminated contributions due to the COVID-19 crisis
  • Consider the employer and member benefits of transitioning from a defined benefits plan to a shared risk annuity plan and how to ensure the plan is designed appropriately
  • Explore the benefits of long-term retirement strategies as a key component to a successful investment strategy

 

Randy G. DeFrehn, Chief Executive Officer

DeFrehn and Associates, LLC 

Health Care

Panel Discussion: Innovative Approaches to Engage and Retain Members Post Pandemic

  • Review changes in member engagement and effective health care navigation strategies to meet members where they are at
  • Learn new effective approaches to primary care to increase the quality of care and stretch health care dollars
  • Explore innovative ways to tackle chronic diseases and keep costs low

 

Matthew McCambridge, Chief Executive Officer
Eden Health

 

Jennifer Sargent, Chief Revenue Officer 
Vera Whole Health 

2:30PM – 2:35PM
Session Transition

2:35PM – 3:20PM

Concurrent Tracks

Pension and Investing

Navigating Real Estate Investments in a Post Pandemic World

  • Assess the impact of COVID-19 on real estate investments and recommendations for a successful post pandemic investment strategy
  • Examine how the increase in remote working and closed cornerstone properties will impact long-term real estate investments
  • Learn the risks and benefits to keep real estate as a component in an investment portfolio

 

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

Health Care

Utilize New Payment Models for Rx Benefits to Ensure Member Satisfaction and Reign in Costs

  • Identify ways to minimize the cost of specialty drugs and the cost savings benefit of transitioning to reference-based pricing
  • Explore best practices and lessons learned for implementing new payment models into benefit plans
  • Discuss alternate funding programs for specialty drugs and effective cost saving strategies worthy of consideration

 

Roy Wilkinson, RHU, REBC, President and Chief Executive Officer, 

Wilkinson Benefit Consultants, Inc. 

3:20PM – 3:25PM
Session Transition

3:25PM – 3:35PM

Concurrent Tracks

Pension and Investing

Closing Chairperson Remarks

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

Health Care

Closing Chairperson Remarks

Andy Johnson, Fund Administrator

Teamster Center Services Fund