FULL CONFERENCE SCHEDULE
SUNDAY, OCTOBER 5TH
4:00 pm - 6:00 pm
6:00 pm - 8:00 pm
Conference Registration
Welcome Reception
MONDAY, OCTOBER 6TH
7:30 am - 8:30 am
8:30 am - 9:30 am
9:30 am to 9:40 am
9:40 am to 10:40 am
10:40 am to 10:50 am
10:50 am to 11:50 am
11:50 am to 12:00 pm
12:00 pm to 1:00 pm
1:00 pm to 2:00 pm
2:00 pm to 2:10 pm
2:10 pm to 3:10 pm
3:10 pm to 3:45 pm
5:00 pm to 7:00 pm
Breakfast
Session One
Break
Session Two
Break
Session Three
Mid-Day Reminders
Lunch
Session Four
Break
Session Five
SHA Open Forum Meeting
SHA Happy Hour (Location TBD)
TUESDAY, OCTOBER 7TH
7:30 am - 8:30 am
8:30 am - 8:40 am
8:40 am to 9:40 am
9:40 am to 9:50 am
9:50 am to 10:50 am
10:50 am to 11:00 am
11:00 am to 12:00 pm
12:00 pm to 1:00 pm
1:00 pm to 2:00 pm
2:00 pm to 2:10 pm
2:10 pm to 3:10 pm
3:10 pm to 3:20 pm
Breakfast
Opening Remarks
Session Six
Break
Session Seven
Break
Session Eight
Lunch
Session Nine
Break
Session Ten
Closing Remarks
ALL CONFERENCE SESSIONS
SESSION ONE
Insights from the SHA Board: Industry Trends & Legal Update
DAY 1: MONDAY, OCTOBER 6TH
SHA BOARD MEMBERS
Stay up to date on the latest developments in the healthcare subrogation industry with this session led by SHA Board Members. Our board members will explore key trends, legal updates, and hot topics shaping the industry. With perspectives from seasoned professionals across the field, this session offers attendees a high-level overview of current challenges, emerging issues, and what subrogation professionals should be keeping an eye on. Come ready for an honest and thought-provoking conversation on where the industry stands and where it’s headed.
Speakers:
Description:
8:30 am - 9:30 am

SESSION ONE
Insights from the SHA Board: Industry Trends & Legal Update
Speakers:
Description:
SHA BOARD MEMBERS
Stay up to date on the latest developments in the healthcare subrogation industry with this session led by SHA Board Members. Our board members will explore key trends, legal updates, and hot topics shaping the industry. With perspectives from seasoned professionals across the field, this session offers attendees a high-level overview of current challenges, emerging issues, and what subrogation professionals should be keeping an eye on. Come ready for an honest and thought-provoking conversation on where the industry stands and where it’s headed.

8:30 am - 9:30 am
SESSION TWO
Words Matter: Improving ERISA Plan Subrogation Language
Speakers:
Description:
Douglas M. Lehrer – Founder and Shareholder at Matthiesen Wickert & Lehrer, S.C.
Christopher Vandeventer – Associate Attorney at Matthiesen Wickert & Lehrer, S.C.
This seminar will assist subrogation professionals and plan underwriters in addressing weaknesses in an ERISA plan’s subrogation language which can potentially cost the plan millions of dollars. Those overseeing ERISA plans should always be identifying and investigating medical claims paid that indicate subrogation potential. However, pursuing subrogation will be nearly impossible if the plan language does not support your right to subrogation and reimbursement. Every health plan should be reviewed to verify that it provides the plan with the ammunition and tools necessary to successfully recover plan payments when there is a third party responsible for causing the injury. During this seminar we will provide clear examples of how insufficient plan language can cost the plan untold millions. We will explore common gaps or weaknesses in plan language that can undermine subrogation and coordination of benefit efforts. Strategies for strengthening plan language to ensure clarity and enforceability will be discussed and approaches for effectively communicating and marketing plan language updates will be given. We will also outline ways to identify and resolve conflicts caused by inconsistent or outdated plan language. In the world of insurance and ERISA subrogation, the addition or deletion of a few words can make all the difference in the world. Join us for an interesting webinar that reveals some of the easy fixes to make sure your ERISA plan subrogation language allows for maximum subrogation potential.

9:40 am - 10:40 am
Speakers:
Description:
SHA BOARD MEMBERS
Stay up to date on the latest developments in the healthcare subrogation industry with this session led by SHA Board Members. Our board members will explore key trends, legal updates, and hot topics shaping the industry. With perspectives from seasoned professionals across the field, this session offers attendees a high-level overview of current challenges, emerging issues, and what subrogation professionals should be keeping an eye on. Come ready for an honest and thought-provoking conversation on where the industry stands and where it’s headed.
SESSION THREE
Medicare: Recent developments, The PAID Act, and Lessons for Health Subrogation Professionals
Speakers:
Description:
Brian Bargender – Business Consultant, Subrogation and Other Party Liability at Humana
Logan Pry – Vice President, Medicare Compliance at Allan Koba Compliance Solutions
Most older Americans now get their Medicare benefits through Medicare Advantage plans. Medicare plans’ subrogation and coordination of benefits efforts have begun to change the way some workers’ compensation, general liability, no-fault/PIP, and self-insured companies process and settle injury claims. Many of these carriers are being increasingly proactive with outreach efforts to plans and their subrogation vendors. This presentation will explain why injury carriers are being more proactive and whether that will continue, challenges that both injury carriers and plans face because of these outreach efforts, how both sides can benefit from the outreach, and potential subrogation lessons for other types of health plans.

10:50 am - 11:50 am
Speakers:
Description:
SESSION FOUR
The Bigger They Are the Harder They Reduce
Speakers:
Description:
Rebekah McGuire-Dye - Vice President of Subrogation Efficiency at The Phia Group
Cindy Merrell – Managing Attorney of Subrogation Services at The Phia Group
This presentation will cover a best practice check list that focuses on quality file handling steps that maximize recoveries of large liens. In order to have maximum impact, these seasoned experts will begin with a discussion on medical inflation compared to minimal liability coverage limit trends then move into a checklist for large lien case handling. It will touch on both ERISA and NON-ERISA plans along with Medicare plans utilizing case studies from our combined 50 years of case handling experience. The session is intended to provide a comprehensive overview of six figure lien resolution best practices along with specific examples of ways recoveries have been maximized by following our time-tested check list.
1:00 pm - 2:00 pm

1:00 pm - 2:00 pm
1:00 pm - 2:00 pm
WORDS MATTER: IMPROVING ERISA PLAN SUBROGATION LANGUAGE
Douglas M. Lehrer – Founder and Shareholder at Matthiesen Wickert & Lehrer, S.C.
Christopher Vandeventer – Associate Attorney at Matthiesen Wickert & Lehrer, S.C.
This seminar will assist subrogation professionals and plan underwriters in addressing weaknesses in an ERISA plan’s subrogation language which can potentially cost the plan millions of dollars. Those overseeing ERISA plans should always be identifying and investigating medical claims paid that indicate subrogation potential. However, pursuing subrogation will be nearly impossible if the plan language does not support your right to subrogation and reimbursement. Every health plan should be reviewed to verify that it provides the plan with the ammunition and tools necessary to successfully recover plan payments when there is a third party responsible for causing the injury. During this seminar we will provide clear examples of how insufficient plan language can cost the plan untold millions. We will explore common gap or weaknesses in plan language that can undermine subrogation and coordination of benefit efforts. Strategies for strengthening plan language to ensure clarity and enforceability will be discussed and approaches for effectively communicating and marketing plan language updates will be given. We will also outline ways to identity and resolve conflicts caused by inconsistent or outdated plan language. In the world of insurance and ERISA subrogation, the addition or deletion of a few words can make all the difference in the world. Join us for an interesting webinar that reveals some of the easy fixes to make sure your ERISA plan subrogation language allows for maximum subrogation potential.
9:40 am - 10:40 am
SESSION TWO
Speakers:
Description:
SESSION THREE
MEDICARE: RECENT DEVELOPMENTS, THE PAID ACT, AND LESSONS FOR HEALTH SUBROGATION PROFESSIONALS
Brian Bargender – Business Consultant, Subrogation and Other Party Liability at Humana
Logan Pry – Vice President, Medicare Compliance at Allan Koba Compliance Solutions
​
Most older Americans now get their Medicare benefits through Medicare Advantage plans. Medicare plans’ subrogation and coordination of benefits efforts have begun to change the way some workers' compensation, general liability, no-fault/PIP, and self-insured companies process and settle injury claims. Many of these carriers are being increasingly proactive with outreach efforts to plans and their subrogation vendors. This presentation will explain why injury carriers are being more proactive and whether that will continue, challenges that both injury carriers and plans face because of these outreach efforts, how both sides can benefit from the outreach, and potential subrogation lessons for other types of health plans.
Speakers:
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​
Description:
10:50 am - 11:50 am
Speakers:
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Description:
Rebekah McGuire-Dye - Vice President of Subrogation Efficiency at The Phia Group
Cindy Merrell – Managing Attorney of Subrogation Services at The Phia Group
​
This presentation will cover a best practice check list that focuses on quality file handling steps that maximize recoveries of large liens. In order to have maximum impact, these seasoned experts will begin with a discussion on medical inflation compared to minimal liability coverage limit trends then move into a checklist for large lien case handling. It will touch on both ERISA and NON-ERISA plans along with Medicare plans utilizing case studies from our combined 50 years of case handling experience. The session is intended to provide a comprehensive overview of six figure lien resolution best practices along with specific examples of ways recoveries have been maximized by following our time-tested check list.
SESSION FOUR
THE BIGGER THEY ARE THE HARDER THEY REDUCE
SESSION FOUR
SESSION FIVE
Sparking Impact: A Conversation with Jeff Baill on How Involvement with a Trade Association
Elevates Your Career and Serves Your Clients
Speakers:
Description:
Laura Schmidt – Managing Partner at Kelly, Smith & Schmidt, PC
Jeff Baill – Partner at Yost & Baill
A talk show style interview with Jeff Bail, founder of NASP. Jeff is now partially retired but started NASP, served on its board for 20 plus years and also serves on the US Tennis Association board. Jeff will talk about how getting involved in a trade association is good for your professional development and for your clients or employer.
2:10 pm - 3:10 pm

2:10 pm - 3:10 pm
10:50 am - 11:50 am
2:10 pm - 3:10 pm
Speakers:
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Description:
SESSION FIVE
SPARKING IMPACT: A CONVERSATION WITH JEFF BAILL ON HOW INVOLVEMENT WITH A TRADE ASSOCIATION ELEVATES YOUR CAREER AND SERVES YOUR CLIENTS
