PTO Exchange at the BAN Winter Conference and HCM Summit

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PTO Exchange will present and participate in the Benefit Advisors Network (BAN) annual Winter Educational Conference and HCM (Human Capital Management) Summit, scheduled for February 1-4, 2021. 

BAN Winter Conference

PTO Exchange will be part of BAN's Winter Conference, scheduled for February 1-2, 2021. If you are a BAN member and would like to connect, log into the event portal and search for PTO Exchange's virtual booth. Our experts will be available to chat in between sessions.

If you would prefer to schedule a 1:1 meeting, click here to book some time.

Monday, February 1, 2021

11:00a - 11:15a ET
Opening Remarks - Perry Braun, Executive Director, BAN

11:15a - 12:30p ET
Data Doesn't Lie - Rand Hospital Price Transparency Study
Gloria Sachdev, President and CEO, Employers' Forum of Indiana

12:30p - 1:00p ET
Connect with PTO Exchange at our virtual booth.

1:00p - 2:00p ET
HCM Update - Workforce Dynamics Affecting Employers in 2021 and BAN HCM Solutions
Bobbi Kloss, Director HCM Services, BAN
Jamie Honigman, President, HR InTune
Thomas Showalter, HR Services Director, Alera Connect HR

2:00p - 2:30p ET
Connect with PTO Exchange at our virtual booth.

2:30p - 3:30p ET
Navigating HR Tech - APIs, Acquisitions, and What Lies Ahead
Corina Nation, Manager of Strategic Initiatives, Benefit Technology Resources
Josh Hoover, Director of Strategic Initiatives, Benefit Technology Resources

3:30p - 4:00p ET
Connect with PTO Exchange at our virtual booth.

Data Analytics - How to Use Evidence-Based Data to Help Drive Outcomes
Technology - Panel Discussion on HR Tech Trends
HCM - Moving from Total Health Management to Embracing a Model of Holistic Wellbeing

Tuesday, February 2, 2021

Data Analytics - Making Sense of Data Analytics Platforms
Sales Training - Improving Your BAT-TING Average
Account Managers - Life Cycle of a Plan Year in Virtual Setting

1:00p - 1:30p ET
Connect with PTO Exchange at our virtual booth.

Sales Training - Digital Prospecting
Account Manager - Stop Loss Strategies: Dealing with Significant Renewals and Lasers

2:30p - 3:00p ET
Connect with PTO Exchange at our virtual booth.

3:00p - 4:00p ET
Compliance and Political Update
Stay Barrow, Director of Compliance and Legal, Benefit Advisors Network
Danielle Capilla, VP, Compliance & Employee Benefits, Alera Group
Joel Kopperud, VP, Government Affairs, Council of Insurance Agents and Brokers
Joel Wood, Senior VP, Government Affairs, Council of Insurance Agents and Brokers

4:00p - 5:00p ET
Closing Remarks - Perry Braun, Executive Director, BAN

BAN HCM Summit

BAN-HCM-Summit-2021-pto-exchangeBAN's HCM (Human Capital Management) Summit is scheduled for February 3-4, 2021 and directly follows the Winter Conference. The theme this year is "stand tall and confident" as you strategically walk through 2021, navigating the outside influences and significant events that come along and significantly disrupt the continuity of business.

Be equipped with HCM Insights on Workforce Dynamics facing employers in 2021 and solving for these challenges:

  • Meeting key performance indicators in business objectives

  • Functioning as a team from a distance

  • Managing expectations for Managers and Employees

  • Enhancing culture through influential change management

PTO Exchange will be part of the BAN HCM Summit and present on the Total Rewards panel.


Don't miss our session, "How to Support Employees During COVID19 and Record Surplus PTO"

Date: Thursday, February 4th
Time: 12:30p - 1:00p ET
Presented by: Josh Reinhard

Josh is the Vice President of Sales at PTO Exchange and works directly with clients and many of the country’s most respected Benefit Advisory and Brokerage Firms, helping design Total Rewards strategies. Josh has nearly 10 years of experience in the HCM space, previously managing the Pacific Northwest for TriNet, one of the country’s largest PEOs. Josh graduated from James Madison University and now resides in Seattle with his wife and two children (with a third on the way next month).

In this session, BAN members will learn:

  • How to extend your clients' existing PTO benefits
  • How PTO Exchange acts as a voluntary benefit
  • How PTO Exchange supports every generation in the workforce
  • The coming PTO Time Bomb - and what your clients can do about it

PTO Exchange is a proud partner with BAN and a sponsor of their Winter Conference. Together, we bring BAN members technology-enabled voluntary benefits services that help differentiate brokers and provide recurring revenue. Our industry-leading platform supports more than 75,000 employees nationwide. Together with BAN members, PTO Exchange can provide clients an innovative way to attract and support employees and reduce excess PTO liability at little or no incremental cost. Learn more about our BAN partnership

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Published on Jan 28, 2021 by Gregg Makuch

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