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WELCOME TO THE SECOND ANNUAL SHA CONFERENCE!
OUR GOAL FOR THIS CONFERENCE IS TO EQUIP PROFESSIONALS WITH INVALUABLE INSIGHTS, RESOURCES, AND ADVOCACY TO ELEVATE SUBROGATION PROCESSES, DRIVE DOWN HEALTHCARE COSTS, AND ENSURE EQUITABLE REIMBURSEMENT. THROUGH EDUCATION, NETWORKING, AND CUTTING-EDGE SOLUTIONS, SHA'S GOAL IS TO ADVANCE THE COMPREHENSION AND APPLICATION OF SUBROGATION PRINCIPLES.
WE HOPE THAT YOU ENJOY THE CONFERENCE!
SEELBACH HOTEL WIFI CODE:
NETWORK: PASSWORD:
HHonors_Meeting
Seelbach21
SEELBACH PARKING INFORMATION:
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$30.00 valet charge for overnight guests on a 24 hour basis
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$22.00 flat fee for non-overnight guests
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$26.00 self-parking charge for overnight guests parking in the garage on 24 hour basis
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$18.00 self-parking charge for non-overnight guests parking in garage
ADDRESS
500 Terry Francine Street
San Francisco, CA 94158
PHONE
123-456-7890
FOLLOW
SHA CONFERENCE LIVESTREAM INFORMATION
LIVESTREAM LINK & CODES
PASSCODE:
660251
JOIN VIA ONE TAP MOBILE:
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DIAL: +1 312 626 6799 US (CHICAGO)
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DIAL: 888 788 0099 US TOLL FREE
JOIN VIA TELEPHONE:
To ensure higher audio quality, choose the appropriate number based on your current location
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DIAL: +1 312 626 6799 US (CHICAGO)
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DIAL: 888 788 0099 US TOLL FREE
WEBINAR ID: 915 5052 8898
LIVESTREAM TECHNICAL INFORMATION
Needed to login to conference livestream:
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Stable internet connection
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Compatible devices for Zoom - computer, tablet and smartphone Zoom app
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We recommend using google chrome as your internet browser
Troubleshooting Information:
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Megan Skellenger will be the webinar moderator for the conference
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If you encounter any technical issues during the livestream, either message Megan via the webinar chat room or email the SHA at info@subrohealthalliance.org
LIVESTREAM Q&A
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Livestream attendees can message the webinar moderator during the Q&A portion of each session and presenters will answer questions live.
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If the presenter runs out of time before answering your question, presenters will respond to any missed question once the conference has completed and the responses will be sent to all conference attendees.
2023 SHA CONFERENCE SCHEDULE
DAY ONE | SUNDAY - NOVEMBER 12, 2023
4:00 P.M. - 6:30 P.M.
Registration at The Seelbach Hotel - in The Rathskeller Room
6:30 P.M. - 8:00 P.M.
6:30 P.M. - 8:00 P.M.
Welcome Reception in the Rathskellar Room at The Seelbach Hotel (Sponsored by Phia Group)
9:00 P.M. - 11:30 P.M.
SHA Social Event: "I Want My MTV" Night - at Howl at the Moon located in Fourth Street Live!
DAY TWO | MONDAY - NOVEMBER 13, 2023
8:00 A.M. - 9:00 A.M.
SHA Registration Desk Open / Continental Breakfast - at the Mezzanine Salons (Sponsored by Kolb, Clare & Arnold, PSC)
9:00 A.M. - 10:00 A.M.
SESSION ONE: Welcome to SHA - at the Mezzanine Salons
Welcome to SHA / Opening Remarks from SHA President & Vice President / SHA Mission & Goals
SHA President: Matt Monyhan - Director of Financial Operations Subrogation | Carelon Subrogation
SHA Vice President: Brian Bargender - Business Consultant, Subrogation & Other Party Liability | Humana
Welcome to SHA / Subro 101 Workshop 2024 / Professional Certification 2024
Speaker: Michael Joseph Laffey - Founder | Other Party Liability, Inc. / Senior Partner | Laffey & Associates, P.C.
Welcome to SHA / Review of Agenda
SHA President & Conference Moderator: Matt Monyhan - Director Financial Operations Subrogation | Carelon Subrogation
10:10 A.M. - 11:05 A.M.
SESSION TWO: "SHA 2023 - 2024 Legal Update"
Speaker: John Kolb - Managing Partner | Kolb Clare & Arnold
11:05 A.M. - 11:25 A.M.
BREAK - Refreshments (Sponsored by Kolb, Clare & Arnold, PSC)
11:30 A.M. - 12:20 P.M.
SESSION THREE: "What Happens When the Water Cooler is Gone"
Speaker: Lance K. Oliver - Founder & Managing Partner | Russell, Oliver & Stephens, PLC
Speaker: Emily Goodman - Head of the National Marketing & Member Relations Teams | SHA
12:20 P.M. - 12:30 P.M.
Mid-Day Remarks by Matt Monyhan (SHA President / Conference Moderator)
12:30 P.M. - 2:00 P.M.
LUNCH BREAK - List of Options on Nearby Fourth Street Provided by SHA
2:00 P.M. - 2:55 P.M.
SESSION FOUR: Medicare: The Past, Present, and Future
Speaker: Brian Bargender - Business Consultant, Subrogation and Other Party Liability | Humana
3:00 P.M. - 3:55 P.M.
SESSION FIVE: "Top Ten Best Lines to Use During Negotiations"
Speaker: J. Matthews Stephens - Shareholder / Managing Partner of Litigation, Operations & Finance | Russell, Oliver & Stephen
Panelist: Hollan Holm - Associate General Counsel | Carelon Subrogation
Panelist: Adrienne Kim - Associate General Counsel | Carelon Subrogation
3:55 P.M. - 4:00 P.M.
Closing Remarks by Matt Monyhan (SHA President / Conference Moderator)
END OF SESSIONS FOR DAY TWO
7:30 P.M. - 10:30 P.M.
SHA Social Event: A-HA - "Take On Me" Game Night - at The Sports & Social Club located in Fourth Street Live!
DAY THREE | TUESDAY - NOVEMBER 14, 2023
7:50 A.M. - 8:50 A.M.
SHA Registration Desk Open / Continental Breakfast - at the Mezzanine Salons (Sponsored by Kolb, Clare & Arnold, PSC)
8:50 A.M. - 9:00 A.M.
Opening Remarks from SHA President and Vice President - at the Mezzanine Salons
SHA President: Matt Monyhan - Director of Financial Operations Subrogation | Carelon Subrogation
SHA Vice President: Brian Bargender - Business Consultant, Subrogation & Other Party Liability | Humana
9:00 A.M. - 9:55 A.M.
SESSION SIX: "Catch Me If You Can": Tracing Assets 21 Years After Great-West Life v. Knudson (2002)
Speaker: Daren Kiefer - Principal / Attorney | Kreiner & Peeters, Co., L.P.A.
Speaker: Laura D. Schmidt - Partner | Kelly, Smith & Schmidt, PC
10:00 A.M. - 10:55 A.M.
SESSION SEVEN: "Wrap It Up, I'll Take It": How To Read A Form 5500 and Other Plan Documents
Speaker: Chris Aguiar - Vice President, Legal Recovery & Stop Loss Services | The Phia Group, LLC
10:55 A.M. - 11:15 A.M.
BREAK - Refreshments (Sponsored by Kolb, Clare & Arnold, PSC)
11:20 A.M. - 12:15 P.M.
SESSION EIGHT: "We Can Work It Out": Work Comp 2023
Speaker: Ryan Woody - Shareholder | Matthiesen, Wickert & Lehrer, S.C.
Speaker: Paul Poulos - Lien Hearing Representative | Matthiesen, Wickert & Lehrer, S.C.
Speaker: Stephen A. Smith - Insurance Litigation Attorney | Matthiesen, Wickert & Lehrer, S.C.
12:15 P.M. - 12:30 P.M.
Mid-Day Remarks by Matt Monyhan (SHA President / Conference Moderator)
12:30 P.M. - 2:00 P.M.
LUNCH BREAK - List of Options on Nearby Fourth Street Provided by SHA
2:00 P.M. - 2:55 P.M.
SESSION NINE: "HOW TO MAKE SUBROGATION FUN AGAIN": The SHA Pep Rally
Speaker: Matthew R. Falk - Managing Attorney | Falk Legal Group
Speaker: Lisa Boero - Attorney | Security Health Plan
Speaker: Sara Skreczkoski - Attorney | Security Health Plan
Speaker: Joel Tilleson - Attorney | Falk Legal Group
2:55 P.M. - 3:15 P.M.
Closing Remarks & Voting of SHA Board & Executives
END OF CONFERENCE
3:30 P.M. - 6:15 P.M.
SHA Social Event: "I'll Be Back" Night - at Old Seelbach Bar located in the conference hotel
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