Dmecabsence | Disability Return to Work

19th Annual CONFERENCE

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STRATEGIES FOR TODAY’S WORKFORCE

DMECABSENCE | DISABILITY RETURN TO WORK

Registration Rates Start at $669 Group Discount Available AUGUST 11-14 Up to 21 CEUs Within 10 Certifications & Designations the venetian resort Register Today at www.dmec.org LAS VEGAS

WWW.DMEC.ORG The ONLY Conference CONFERENCE BENEFITS for Absence, Disability, GAIN INSIGHTS from those on the front line. Hear about today’s most challenging issues and Return to Work through personal accounts, case studies, and applied research. Employer representatives from various sized Professionals companies, with real-world experience, show you how to address issues similar to those you are facing today.

DEAR COLLEAGUE, SHARE IDEAS With peers and executive thought leaders from across the country during your choice There’s never been a more crucial time to of 50 scheduled sessions and events. Outstanding identify, collaborate, and innovate on challenges networking opportunities provide enriched impacting absence, disability, and return to work relationships and invaluable contacts to call upon when you get back to the office. (RTW) programs. Employers are tasked to find better ways to control escalating absence and TAKE THE LEAD at your company to initiate disability costs, while remaining compliant with new cost-saving strategies with demonstrated state and federal leave laws. outcomes and measurable results. At DMEC’s 19th Annual Conference, we’ve got WHO SHOULD ATTEND you covered! Professionals responsible for During the conference, you’ll have the Absence and Disability Management opportunity to join hundreds of like-minded Leave and Time Off Management absence, disability, and RTW professionals who Return to Work Programs are struggling with operational issues and Human Resources/Benefits compliance. FMLA/ADA Compliance You will hear first-hand about successful, real- Claims/Case Management world approaches to common challenges, plus Health and Productivity Management you will gain practical insight into emerging Employee Assistance Programs trends and regulatory changes affecting your Risk and Litigation Management programs. Occupational Health and Safety Workers’ Compensation Register today and get ready to be educated and energized as you prepare to springboard your CERTIFICATIONS & DESIGNATIONS absence, disability, and return to work programs DMEC has applied for recertification CEUs for the confidently—and compliantly— into the future. following certifications and professional designations. Please check the DMEC website for approval status and credit hour approvals. SEE YOU IN LAS VEGAS! SPHR/PHR Senior Professional/Professional in Charles Fox, Esq Human Resources President and CEO ADMS Associate Disability Management Specialist CPDM Certified Professional in Disability Management CCMP Certified Case Management Professional Terri Rhodes, MBA, CCMC Certified Case Manager CPDM, CCMP Executive Director CDMS Certified Disability Management Specialist CRCC Certified Rehabilitation Counselor CA-BRN Board of Registered Nursing/CA and reciprocal states

The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. | It means that this program has met the 800.789.3632 [email protected] HR Certification Institute’s criteria to be www.dmec.org pre-approved for recertification credit. JOIN US IN LAS VEGAS. SOON IT WILL BE THE GATHERING PLACE FOR ABSENCE, DISABILITY MEET US IN AND RETURN TO WORK PROFESSIONALS. THIS IS A CONFERENCE YOU DO NOT WANT TO MISS. LAS CONFERENCE VENUE & ACCOMMODATIONS THE VENETIAN RESORT 3355 Las Vegas Boulevard South Las Vegas, NV 89109 VEGAS 877.385.3885 Complete with world-class conference facilities and lush accommodations, The Venetian Resort is located on the Las Vegas Strip, with easy accessibility to all of the excitement Las Vegas has to offer. Enjoy extraordinary dining, indulge in luxury spa experiences, or shop until you drop at this awarding winning resort.

DMEC RATE $179 per night (single or double occupancy) No resort fee, plus complimentary internet and parking Cut Off: July 20, 2014 To secure the DMEC group rate of $179 per night, contact The Venetian at 877.385.3885 and ask for the DMEC group rate. Guest rooms must be secured no later than July 20, 2014. Book early as our discounted rooms may sell out before the cut-off date!

VENETIAN GRAND CANAL SHOPPES With a painted fresco overhead, spacious walkways and a gondola- laden canal, The Venetian provides the perfect ambience for shopping. Using the canal as a guide, patrons sweep along twists and turns, with plenty to browse along the journey. The strolling juggler and the opera trio, dressed in regal opulence, keep all entertained. And the human statue stationed in St. Mark’s Square and the Oculus provides plenty of amusement.

GETTING THERE Located less than five miles from the conference venue, the McCarran International Airport (LAS) provides attendees access from nearly anywhere in the world. Upon arrival, taxis are readily available at approximately $18 each way, and shared ride shuttle service is only $6-8 per person.

CONFERENCE PROGRAMMING COMMITTEE THANK YOU TO OUR DEDICATED 2014 CONFERENCE PROGRAMMING COMMITTEE FOR THEIR TIME, EXPERTISE, AND ASSISTANCE IN DEVELOPING THE EDUCATIONAL CONTENT FOR THE DMEC 2014 ANNUAL CONFERENCE .

Bryon Bass Marlene Dines, MS, CRC, CPDM Tammy Schoenert, SPHR, CDPM Director, Integrated Disability Management, National Integrated Disability Management Manager, H-E-B Corporate Benefits Workforce Health, Pacific Gas & Electric Leader, Kaiser Permanente Company Sherry Schumacher, CPDM Deborah Jacobs, MS Senior HR Benefits Consultant, Suzann Bylund, CPDM Manager, Disability Management, Eugene Water & Electric Board Senior Director, Associate Risk Management Southern California Edison Programs, Ascension Health Lisa Triplett, CPDM Richard Mieskowski, CPDM Health and Welfare Manager, Visant Maranda Childress, SPHR Compliance Consultant, Integrated Disability Chair VP Corp Human Resources, Leaves, Disability Management, Spectrum Health and ADA Program Manager, Wells Fargo Bank Terri Rhodes, MBA, CPDM, CCMP Mike Moses, ARM, CPDM Executive Director, DMEC Robin Davis, MS, CPDM ADA Case Manager, Integrated Disability Senior Manager, Integrated Disability Management, Kaiser Permanente Operations, Benefits Deliver, JCPenney MONDAY AUGUST 11 8am-6pm Registration Open MONDAY 9-11am DMEC Chapter Presidents’ Meeting 9am-noon PRE-CONFERENCE LEARNSHOP 1 PRE-CONFERENCE Back to Basics: Essentials of Absence and LEARNSHOPS Disability Management 11am-noon Healthcare Industry Group Meeting Value added! These morning and afternoon Pre-Conference LearnShops are included in 1:30-5pm PRE-CONFERENCE LEARNSHOP 2 your full conference registration fee.

AT A GLANCE A AT Metrics & Measurements: Mining for Data and Finding Gold 6-8pm Opening Welcome Reception PRE-CONFERENCE Sponsored by the DMEC Executive Advisory Board LEARNSHOP 1 TUESDAY AUGUST 12 PRE-REGISTRATION REQUIRED 7:30-8:30am Welcome Breakfast with Exhibitors Sponsored by The Hartford 8:30-9am Welcome and Opening Remarks SCHEDULE 9am-12noon 9-9:30am OPENING KEYNOTE > Overcoming the Unexpected—What Defines You BACK TO BASICS 9:30-10am Coffee and Conversation Break with Exhibitors Essentials of Disability 10am-12noon General Session and Absence Management See page 6 for details Too often the very fundamentals of effective disability and 12-1:30pm Networking and Idea-Sharing Luncheon absence management are glossed over, thus creating a disconnect Sponsored by Jackson Lewis among practitioners, department managers, vendor partners, and 1:30-5pm Concurrent Focus Sessions employees. This introductory-level class explores key programs, practical concepts, and accepted best practices, and provides a Employer Models & Best Practices case study demonstrating the significant advantages that program RTW/SAW integration gives employers. Compliance Trending Issues Attendees will gain insights into the fundamental building See pages 7-9 for details blocks—tools, resources, and knowledge—required to design and streamline program efficiencies, along with an overview of key 2:30-3pm Dessert with Exhibitors legal and legislative compliance requirements within the areas of 5-6pm Attitude Adjustment with Exhibitors FMLA and ADAAA. Back to Basics offers a practical look at the essentials of program WEDNESDAY AUGUST 13 structure for maximum efficiency and reinforces fundamental 7:30-8:30am Rise & Shine Breakfast with Exhibitors Best Practices. Led by experienced, qualified CPDM instructors, 8:30-9:30am KEYNOTE > The New ROI: Tell it to the C.O.O.— this interactive LearnShop is perfect for those new to the field or Worker Health is a Business Operations Issue! those who wear a number of hats. 9:30-10am Coffee and Conversation Break with Exhibitors LEARNSHOP LEADERS 10am-12noon General Session Adrienne Paler, CPDM, SPHR HR Manager, Leaves & Accommodations, See page 10 for details Amazon.com 12-1:30pm Networking and Idea-Sharing Luncheon Sponsored by Presagia 1:30-5pm Concurrent Focus Sessions Employer Models & Best Practices Loyd A. Hudson, MS, SPHR, CPDM Workforce Strategies Manager, Integrated Disability, Tools & Tactics American Electric Power Behavioral Health & Wellness See pages 11-12 for details 2:30-3pm Dessert with Exhibitors 8-11pm Las Vegas Live! Mike Moses, ARM, CPDM Transportation provided ADA Case Manager, See page 10 for details Integrated Disability Management, Sponsored by Liberty Mutual, MetLife and Allsup Kaiser Permanente

THURSDAY AUGUST 14 7:45-8:30am Last Chance Networking Breakfast 8:30-9:30am CLOSING KEYNOTE > The PPACA and the US Disability Epidemic: Cure or Curse? 9:30-11:45am General Session See page 13 for details 11:45am Closing Remarks and $1,000 Grand Prize Drawing!

4 MONDAY PRE-CONFERENCE PRE-CONFERENCE LEARNSHOP 2

PRE-REGISTRATION REQUIRED DO YOU KNOW 1:30-5pm LEARNSHOP LEADERS Rebecca Brown, CDMS METRICS & MEASUREMENTS Disability Program Manager, YOUR CRITICAL The Ohio State University Mining for Data and Finding Gold

If you are beginning the discussion around the “PROGRAM” impact of absence or disability in your organization and you have no data, some data, or lots David Magee, CWCP of data but aren’t sure what to do with it—this Senior Claims Manager, NUMBERS WHEN session is for you! The Ohio State University Every Absence and Disability professional is called upon to provide data to senior leaders. It’s crucial CALLED UPON to effectively quantify disability and absence lost- time costs, identify your industry comparators, Roxann Swenson and to benchmark against those comparators. Disability Liaison, BY SENIOR

Weyerhaeuser

A baseline understanding of program performance LEARN SHOPS is instrumental in learning where the trouble areas are and how to improve. The importance of MANAGEMENT measurement and benchmarking against peers is critical to measuring the success and communi- Deborah LaBonar, PhD TO JUSTIFY cating those results to management. Lead, Absence Analytics, Our LearnShop panel will provide real-life Aon Hewitt examples of how two very different employers identify, collect, evaluate, and use data for YOUR strengthened program outcomes. We will discuss the resources and tools in data collection and benchmarking, plus help you to understand how Tom Parry, PhD PROGRAMS? CEO, Integrated Benefits to use this information. Institute (IBI) In this half day session you will learn what data you should be capturing and why, plus how to: Find and gather applicable data Determine the loss of productivity and cost of Terri Rhodes, MBA, absence in your organization CPDM, CCMP Identify benchmarks for Absence, Disability and Executive Director, DMEC Workers’ Compensation Measure cost savings and determine the ROI Continue to use data to monitor and fine-tune your program

6-8pm Opening The DMEC Executive Advisory Board invites you to join them as we kick off the official opening of the 19th Annual Conference in style! Everyone is welcome to join the WELCOME festivities for a very special evening of great food and fun. RECEPTION Sponsored by

5 7:30-8:30am Welcome Breakfast TAKE BACK PROVEN STRATEGIES, ACTIONABLE with Exhibitors IDEAS, AND TESTED PROGRAM MODELS TO ASSIST

Sponsored by WITH THE DEVELOPMENT AND IMPLEMENTATION SESSIONS OF COST-SAVING PROGRAMS IN YOUR COMPANY!

TUESDAY TUESDAY GENERAL 9:30-10am 11am-12pm Return to Work and Stay at Work SESSION Coffee & How to Generate Lost Work Days Savings Due to Unplanned 8:30-9am Conversation Break Employee Absence Employers of all sizes can work to minimize the with Exhibitors impact of unplanned employee absences on their Welcome and businesses by implementing and carefully monitor- Sponsored by ing a Return to Work (RTW) program. Opening Remarks MetLife will share insights, with an emphasis on absence and disability findings from our 12th Annual Marcia Carruthers MBA, ARM, CPDM Employee Benefit Trend Study and host a panel Chairman, National Board, DMEC discussion of successful Return to Work strategies 10-11am that have been employed to: Three Ways on ADA Reduce costs associated with employee retrain- ing, overtime and temporary help Hear from three employers who have chosen differ- Safely return your disabled employees to work as ent paths to successful administration of the ADA. quickly as possible under appropriate conditions Learn unique advantages and challenges with each approach. Help satisfy the requirements of the Americans with Disabilities Act 9-9:30am Administering ADA is consistently referred to as a Minimize the potential negative impacts of dis- real challenge by employers of all sizes. The ADA is ability absences on workplace productivity a constant source of operational and administrative Opening Keynote headaches, and the source of a multitude of high- The panel will discuss in depth the process of dollar lawsuits. What are your options? What are leveraging data to help identify areas of opportu- AMY PURDY will challenge common management models? nity to improve a RTW program–even one that is your perception of people already successful–and actions to take as a result In this session, we’ll explore the three primary with disabilities and illustrate of insights gleaned from the data. the power of the human routes to managing the ADA. We will set the stage spirit. Hear her amazing story with three findings from the Reed Group/Spring PANEL and be inspired! Consulting survey of Employer Practices Related to Corning Inc, Raytheon, and Kaiser the Americans with Disabilities Act. You’ll then hear Permanente Benefit Professionals OVERCOMING THE from three employers who have chosen different MODERATOR UNEXPECTED—What Defines You tactics: outsource, co-source and self-administra- Phil Bruen Meet Amy Purdy, a remarkable young woman tion of ADA. Vice President, MetLife who had just started her life journey when SPEAKERS she lost her legs and nearly her life at age 19. Janet Barfoot 12noon-1:30pm Discover how Amy greeted her disability and ad- Leave Benefit Analyst, CenturyLink versity with tremendous strength and humor to Pilar Velez rise above the challenges, to live beyond limits ADA Program Manager, Intel Corporation Networking & and attain goals that even those who have both Steve Cox legs struggle to achieve. Director, Corporate Office Employee Relations, Idea-Sharing Amy’s positive outlook has opened many doors Lowe’s Home Improvement to other opportunities including dancing the MODERATOR Luncheon samba and cha-cha on ABC’s Dancing with The Kevin Curry Stars, being featured in a Madonna music video, Senior Vice President, National Practice Leader, and a lead acting role in an award winning Reed Group with Exhibitors

independent film. Today Amy continues her Sponsored by remarkable journey as a top ranked adaptive snowboarder, winner of multiple World Cups, U.S. Bronze medalist at the Sochi 2014 Paralym- pic Winter Games, and co-founder of Adaptive Action Sports. The Hartford is a founding partner of U.S. Paralympics and sponsor of Amy Purdy.

6 AFTERNOON 3-4pm TRACK B TUESDAY CONCURRENT SESSIONS CONCURRENT A2 | Sutter Health’s Story: Integrating Absence and Disability RTW/SAW SESSIONS for 50,000 Employees How do you move a decentralized 50,000-employee strong health system to an integrated absence and disability management shared services model? 1:30-2:30pm Using the Track System This was the question presented to Tracy Messineo, B1 | Developing a Game Plan for VP of Total Health and Productivity Management, Attendees are encouraged to select the Win-Win RTW Outcomes and her team. sessions across various tracks that best fit An important component of disability leave man- their education and training needs. When you’re working with an organization as large agement is helping your valued employees safely as Sutter Health and with a complex mix of legacy get back to their jobs and productivity. Employers systems and processes, the most important pieces are encouraged to review current return to work of the puzzle are strong planning, allocating the (RTW) policies to ensure they support a safe and right resources, and leveraging technology. healthy workplace, lessen the effect of accidents, Knowing this, Sutter Health embarked on a multi- and eliminate confusion. TRACK A year process that started with establishing clear This session will focus on effective return to work ROI metrics to sell the case for integration, contin- strategies that help sick or injured employees safely ued with a phased implementation of technology return to work even while they’re recovering. We Employer Models and processes, and finished with the initial results will also discuss a pilot program that is significantly & Best Practices to be shared with the DMEC audience. improving RTW outcomes. SPEAKERS Discussion will include: Tracy Messineo, CPDM Work policy and procedure development Vice President, Total Health and Productivity Job Analysis 1:30-2:30pm Management, Sutter Health Ergonomic Assessments A1 | How PepsiCo Built Their Francesca Moore, CPDM Operations Manager, Integrated Disability and Addressing employee uneasiness about returning Integrated Leave Program to Absence Management, Sutter Health to work Achieve Savings, Compliance, and MODERATOR Leveraging employees’ capacity for activity and Productivity work tasks Geoffrey Simpson This session will share the principles used by Director, Sales and Marketing, Presagia Coordination between employer and leave man- PepsiCo to create an integrated leave of absence agement partners program using centralized processes with individual 4-5pm Case studies describing employer and employee and shared accountability. Examples will illustrate impact how the program helps ensure that employees on A3 | Kaiser Permanente’s Total leave: Workforce Health Vision & IDM SPEAKERS Receive the correct pay, benefits and employ- Program Optimization Misty Smalley ment rights Manager, Absence Management and Disability, This presentation addresses the needs of employ- Delhaize America Are not overpaid ers who want to learn to optimize employee health Michael Lacroix, PhD Are visible when their leave is no longer ap- and productivity, including: Director, Aetna proved, but they are not back at work Making the business case to senior leadership Lori Renee Karickhoff, MEd,CRC Vocational Rehabilitation Consultant, Aetna Our session will also illustrate how the processes Mapping data and measurement needs presented ensure that all stakeholders (employees, Working effectively with vendors MODERATOR managers, HR) are kept informed and up-to-date To optimize employee Health and Productiv- Adele Spallone, LMHC when the status of a leave changes. Vice President, Business Integration and Strategy, ity, Kaiser Permanente enhanced its Integrated Disability and Absence Management, Aetna SPEAKERS Disability Management (IDM) focus by integrating Barbara LaRocque with key functional areas—including EAP, Well- Director of Benefits, Frito-Lay/PepsiCo ness, Workplace Safety, Occupational Health, and Scott Laser our clinicians—so that IDM could help overcome AVP, Operations and Client Services, Sedgwick internal disability absence and related health and productivity challenges. This model utilizes creative methods of sharing ideas and resources, measuring BY ATTENDING, YOU WILL predictors and outcomes, and working together to demonstrate that only through collaboration and integration can we optimize the health and HAVE THE OPPORTUNITY productivity of our most valuable resources—our Please join us from employees! TO NETWORK WITH 2:30-3pm SPEAKERS Marlene Dines, MS, CRC, CPDM FELLOW HR AND National Integrated Disability Management Leader, for Dessert Kaiser Permanente LEAVE MANAGEMENT Nicole Stelter, PhD, MFT Product Manager, Total Workforce Health Portfolio, with Exhibitors Kaiser Permanente PROFESSIONALS IN AN

Sponsored by IDEAL SETTING FOR SHARING IDEAS.

7 3-4pm TRACK C 4-5pm B2 | Return Employees to C3 | Navigating the Interactive Performance: Employer Strategies Process: Traps to Avoid and Best for Optimal Absence Management Compliance Practices Tips for Employers Return to Work programs are widely accepted as Learn how to navigate and document the interac- best practice and essential for mitigating absence tive process in 6 easy steps so you can determine and disability, as well as arranging workplace and 1:30-2:30pm effective and reasonable accommodations, while logistical support to get employees who are out avoiding legal landmines and the risk of a disability C1 | Stay Off the Radar: Updates on back to work and productive as quickly as possible. discrimination lawsuit. ADA and FMLA Compliance Through case studies and data analysis, Prudential, This interactive session is peppered with interesting How would you feel about turning over your FML as global company with over 20,000 US employ- case law examples of traps for the unwary em- records to the Department of Labor? Increased ees, will demonstrate how they integrate with the ployer and common mistakes to avoid, along with enforcement activity, coupled with costly fines, vendor administering the disability benefit, yet also best practices for requiring fitness for duty exams, make ADA and FMLA compliance critical for HR coordinate and manage the employer aspects of a managing erratic employee attendance, misconduct professionals. David Mohl, Cigna’s Senior Counsel, health related absence, such as: keeping the busi- and violations of work rules that the employee will provide an FMLA and ADA update, addressing ness informed; keeping the employee connected to claims stem from a disability. real-life issues that have resulted in liability for the company while out on leave; facilitating com- employers. Plus, we will focus on practical steps munication with the manager and HR in workforce SPEAKER employers can take to mitigate risk and make their planning and setting realistic expectations for tran- Jane Kow, JD leave program more effective, resulting in improved Employment Lawyer and Workplace Disability sitioning back to work; plus support a consistent, productivity, reduced absence, and a better Consultant, HR Law Consultants compliant company response to FMLA and ADA bottom line. regulatory issues. SPEAKER SPEAKERS David Mohl, JD Diane Hettinger, MPH, RN, CEBS, COHN–S Senior Counsel, Cigna Director, Return to Work and Accommodations, Prudential TUESDAY CONCURRENT SESSIONS CONCURRENT TUESDAY LaToya Wells, DNP, MBA, RN, PAHM 3-4pm Return to Work Manager, Prudential C2 | Simplifying Intermittent Leave 4-5pm Challenges: Reduce the Impact and Stay Compliant B3 | Integrated Medical We all know that administering intermittent leave Management: Positively Impacting can be challenging, though not all scenarios have to SAW and RTW be difficult. Join presenters as they review common Our panel will provide concepts and real-life exam- leave scenarios and practical approaches on how ples that focus on stay at work (SAW) and return to to handle them. Learn how to navigate your more work (RTW) using specific and targeted resources; complex leaves, reduce staff drain, curb intermit- a team of medical and vocational experts who tent leave abuse and improve your productivity and also address the mental health needs of disabled compliance efforts. Using case study examples, pre- employees. This model supports a comprehensive senters will also share insights on how to identify and cohesive approach to disability management, employees that may benefit from interventions that avoiding fragmentation and discordant approaches reduce intermittent leave. to complicating issues such as the aging employee, SPEAKERS co-morbid medical and psychological conditions, Lincoln Dirks and the use of opioids. Speakers will discuss why Senior Compliance Analyst, Absence Management, and how this approach is able to deliver superior The Standard results—from the clinical, analytical, and employer Michael Klachefsky perspectives. Consultant, Absence Management Practice, The Standard PANEL Brian Kost Erin Sheridan, AIC, ARM Manager, Workplace Possibilities, The Standard Manager, Corporate Risk Management, Johnson & Johnson Candy Raphan, RN, BSN, ARNP, MAOM Director, Medical Services, Broadspire Joel Raedeke Vice President, Consultative Analytics, Broadspire

THIS CONFERENCE WILL PROVIDE YOU WITH ACTIONABLE IDEAS, STRATEGIES, TOOLS AND TACTICS YOU CAN PUT TO WORK IMMEDIATELY UPON RETURNING TO YOUR OFFICE.

8 TRACK D 3-4pm 4-5pm TUESDAY CONCURRENT SESSIONS D2 | Cautionary Tales: The Impact D3 | Trends in Disability Plan of Legalized Marijuana on the Litigation: Tips for Design and Trending Issues Workplace Administration Impacting FMLA, Twenty one jurisdictions have legalized medical ADA and RTW marijuana and two states—Colorado and Wash- This presentation will discuss key features of short 1:30-2:30pm ington— have legalized the possession of small and long-term disability plans, and the legal issues D1 | Opioids: A Big Buzzkill in amounts of marijuana for recreational use. Employ- and claims that most frequently arise as a result Workers’ Comp and Disability ers need to understand the implications of recent of the administration of claims under these plans. court rulings and the position of federal agencies During our session we will delve into a discussion Opioids cause an estimated 16,000 fatalities an- related to these matters. Even though marijuana of the ways in which an employer’s short and long- nually in the USA alone. They’re also frequently remains illegal under federal law, the conflict term disability plans necessarily overlap with legal prescribed for the types of injuries where there is between state and federal laws remains a source of obligations under the ADA and FMLA—particularly generalized pain. Employers are often unaware of confusion regarding the rights and responsibilities in the areas of return to work, accommodation, and the risks of opioid use for certain conditions, as of the employer, physician, and the employee. job protection. You’ll hear real case examples and well as the limitations and problems managing the This session will address many tough employer is- take away tips for enhancing legal compliance and return to work of a worker who is currently using sues arising from legalization of marijuana for medi- avoiding risk. prescribed opioids to manage pain. cal and recreational use. These questions include SPEAKER In this session, you’ll learn what ‘red flags’ to watch the challenges in testing for marijuana use versus for that might indicate inappropriate or exces- Amy Blaisdell, JD marijuana impairment, on the job safety, medical Partner, Manager, Labor and Employment sive opioid use. You’ll hear a case study involving marijuana and treatment, employee expectations Practice Group, Greensfelder, Hemker & Gale PC opioids that ended badly for both the employer of payment for marijuana treatment, and ADA and the employee, and what could have been done reasonable accommodation issues for employees to achieve a better outcome. Finally, you’ll review a being treated for chronic conditions with medical treatment form that can be used to help reach bet- marijuana. ter outcomes when opioids are being prescribed. 5-6pm The form will be made available to all participants SPEAKERS after the session. Ron Thackery Vice President, Safety, Risk Management Attitude SPEAKER and Fleet Administration, Emergency Medical Services Corporation Kurt Hegmann, MD Adjustment Editor-in-Chief, ACOEM Practice Guidelines; Kevin Confetti Professor, University of Utah Director, Employment Practices and Workers’ Compensation, University of California With Exhibitors MODERATOR Darrell Brown Chief Performance Officer, Sedgwick

ABOUT DMEC The Disability Management Employer Coalition (DMEC) is the only association dedicated to knowledge, education and professional networking in integrated disability, absence management and return to work solutions. DMEC and its network of local chapters provide companies with trusted information, strategies, tools and management resources to minimize lost work time and improve workforce productivity.

Learn more at www.dmec.org

9 9 7:30-8:30am 9:30-10am 11am-12pm Game-Changing Affirmative Rise & Shine Coffee & Action Regulations: Is Your Company Ready? Breakfast Conversation Break This is one session you definitely don’t want to miss as our experts break down these complex new

SESSIONS with Exhibitors with Exhibitors regulations and discuss how they might soon end up reshaping ADAAA compliance efforts as well. Everyone agrees that new Section 503 and Viet- GENERAL 10-11am nam Era Veterans’ Readjustment Assistance Act Turning Insights into Engagement (VEVRAA) regulations (in effect as March 24, 2014) are “game-changers” for covered federal contrac- SESSION Employees can tell us a lot about what engages tors and subcontractors. The regulations, which re- them. As we manage their absence, we are involved quire affirmative action efforts for people with dis- in hundreds of different tasks and activities…but abilities and protected veterans, impose dramatic 8:30-9:30am if we pay attention to what they say about their new requirements for voluntary self-identification experience, we can begin to see that some of the by applicants of their “disability” and “protected things we do have higher impact than others. WEDNESDAY WEDNESDAY veteran” status, data collection and analysis of a Keynote This session will take the comments from over 60 covered contractor’s hiring efforts, utilization goals Ronald Leopold, employee focus groups then, using these insights, and hiring benchmarks, as well as mandatory train- MD, MBA, MPH turn them into an engagement strategy. This strat- ing and education for certain employers. National Practice Leader, Health Outcomes, Willis egy revolves around 4 important points that lead to successful Stay at Work (SAW) and Return to SPEAKERS Work (RTW) outcomes. Lynn Clements, Esq Shareholder, Jackson Lewis PC; Learn the 3 high-leverage insights that engage Former Acting Director of Policy, OFCCP THE NEW ROI: Tell it to the C.O.O. employees the most Frank Alvarez, Esq Worker Health is a Business Discover what actually triggers the SAW/RTW Shareholder and National Coordinator, Disability, Leave and Health Management Practice, Operations Issue! process Jackson Lewis PC Stop selling ROI to the CFO. For two decades, Understand how to uncover the primary risk fac- cost hikes for health insurance have outpaced tors to Return to Work 12-1:30pm workers’ wages and what it costs businesses to Engage the employee in an inclusive process buy the raw materials to make the widgets from SPEAKER which they derive profit. No wonder employers Networking and have been so obsessed with health costs. Jason Parker, BHKin President, Senior Disability Management Consultant, How does better health translate to your organi- CentriX Disability Management Services, Canada Idea-Sharing zation’s ability to produce a widget or perform a service? Absenteeism and presenteeism are op- Luncheon with erational challenges. In a new era, where health costs and risks are shifting to your workers and their families, the new challenge is less about Exhibitors curbing employer medical expense and more Sponsored by about the operational impact of lost health. In a 2014 Willis survey of employers, 93% said they believed healthier employees are more productive, yet very few were measuring its impact on employees’ absenteeism (22%), FMLA (19%), and presenteeism (7%). Businesses with healthier workers run better and have been proven to be more profitable. ROI? Talk to the Chief Operating Officer.

Evening Activity 8-11pm LAS VEGAS LIVE! CELEBRATE GOOD TIMES AND COME ON!

We’re in the homestretch and there’s no better way to let loose and relax after several busy days than to join your fellow conference attendees at our popular Wednesday Night Party! Enjoy a great dance band (a DMEC tradition!), along with light refreshments and networking opportunities galore! Come for an hour or plan to stay the whole evening. Everyone’s invited—so come on! Continuous transportation provided Sponsored by Complimentary drink ticket(s) provided at door Great food, entertainment, networking, and fun!

10 AFTERNOON 3-4pm 3-4pm WEDNESDAY CONCURRENT CONCURRENT A5 | UPMC’s Journey to Integration B5 | All or Nothing: Carilion Clinic’s UPMC—a large health system with 21 hospitals, Battle Against the 100% Rule SESSIONS physician practices, long term and senior living Enforcing policies that encourage employees to communities, physicians, and 63,000 employees— stay home until they are 100% ready to work may has successfully (and internally) managed the pro- not always be the best solution. Employees who cess of disability integration. They will share their can return to work with accommodations remain Using the Track System experience, discussing the stops and starts along engaged and often recover more quickly. the way, and their unique challenges. UPMC will In this panel you’ll learn how Carilion Clinic, a Attendees are encouraged to select the identify the cost savings obtained thus far, recent Virginia-based healthcare organization with over sessions across various tracks that best fit outcomes, and the next steps for future program 11,000 employees, changed its culture and policies their education and training needs. enhancements. to help temporarily disabled employees get back to SPEAKER work and be productive. Carilion’s HR department Linda Croushore, CRC, LPC, MA led an effort to improve processes, better align Rehabilitation Counseling, Director, cross-functional teams, and identify opportunities Absence Management, UPMC WorkPartners for continued improvement. Partnering with their TRACK A vendors, Carilion built a best-in-class absence man- 4-5pm agement program. You’ll learn steps you can take to improve your company’s disability-management Employer Models A6 | Intel’s Journey in Creating program, reduce the headaches, and embrace coop- and Executing a Global Absence erative solutions that benefit both your employees

& Best Practices Strategy and customers. SESSIONS Explore Intel Corporation’s journey of simplifying SPEAKERS absence management across more than 30 coun- Lynda Kelly, CPA, PHR, CSSGB 1:30-2:30pm tries. Intel’s journey includes creating an inventory Senior Analyst, Human Resources, Carilion Clinic assessment, the standardization and optimization Brian Kost, MA, CRC A4 | Making Integration Work of leave types, and transitioning to one absence Manager, Workplace Possibilities, The Standard at PSEG Services management platform. Discover how Intel simpli- Michael Klachefsky In 2010, Public Service Enterprise Group (PSEG) fied its global leave programs allowing for ease of Consultant, Absence Management Practice, realized that it needed to enhance its management administration, better compliance, and improved The Standard of employee absence, disability, and workers’ com- data reporting capabilities. pensation. Oversight was siloed in different depart- SPEAKER 4-5pm ments with manual systems for tracking. Manage- Mark Yarbrough, MBA B6 | Television’s “Must See” ment and measurement were not always effective. Manager, Global Absence and Family Education Disability and Leave Management Workers’ compensation costs were increasing at a Programs, Intel Corporation surprising rate. Challenges The following year PSEG began its transformation Ever find yourself watching a T.V. show featuring to a centralized, integrated program for managing a character with an apparent disability or need all absence and disability—both occupational and TRACK B for leave and asking “How would I deal with this non-occupational. They began to fully integrate person if they worked for my company?” the two programs to maximize effectiveness. Now This presentation will examine famous televi- both programs are managed by the same team at Workforce sion characters like Walter White (Breaking Bad), PSEG, and there is integrated program management Don Draper (Mad Men), Carrie Mathison (Home- by the claims administrator. Learn how PSEG made Strategies land), John Bates (Downtown Abbey), Dr. Gregory this transformation and how its work to enhance House (House), Dr. Owen Hunt (Grey’s Anatomy) employee health, attendance, and productivity and Officer John Cooper (Southland). In doing continues today. 1:30-2:30pm so, participants will engage in an educational, interactive discussion on today’s most challenging SPEAKERS B4 | Reducing Disability Absence disability and leave management scenarios such as: Vicki Pagidas through Engaging Front Line mental disorders, health conditions with disruptive Manager, Disability and Leave Programs, PSEG Services Corporation Supervisors and Employees symptoms or behaviors, drug addiction, physical limitations with negative impacts on co-workers, Michael Thrailkill Employers can save thousands in direct and indirect Director of Client Services, Sedgwick absence-related costs by preventing just one long- terminal illnesses, and military leaves. term absence. MODERATOR SPEAKERS Denise Fleury, MBA In this session we’ll discuss how workplace culture, Mary Schottmiller, JD Senior Vice President, Disability and Absence employee understanding and acceptance of ben- Senior Labor and Employment Counsel, Management, Sedgwick efits, and the proactive role of a supervisor can be Prime Healthcare used to help improve overall absence results. Learn Dean Rocco, JD about engaging employees in services before a dis- Attorney/Partner, Wilson Elser ability occurs to help prevent absences and presenteeism from occurring—or shorten the durations Please join us from for those that cannot be avoided. You’ll also hear from an employer that may have hit on the winning 2:30-3pm formula. Learn from H-E-B about the strategies they leverage to optimize the health and productivity of their employees while reducing absence and for Dessert absence-related costs overall. SPEAKERS with Exhibitors Tammy Schoenert, SPHR, CPDM Manager, H-E-B Corporate Benefits Angelica Greene, MHS, CRC Clinical Program Manager, Cigna Group Operations 11 TRACK C 4-5pm 3-4pm C6 | The Happy Worker D5 | Targeting Psychosocial Risk Tools & Tactics Hear best practice examples from an employer Factors: Improving Occupational who used these strategies to transform their and Non-Occupational Disability workplace. Employee happiness is based on the Outcomes interaction between job satisfaction and workplace Health professionals have been trained in clinical 1:30-2:30pm engagement, and drives employee productivity, SESSIONS models that suggest that disability arises from C4 | 1800 NOT@WORK: morale, and retention. Using dynamic presentation specific health or mental health impairments. These Implementing a True Total Absence techniques and interactive feedback technology, models have given rise to the view that effective Management Program the session explores employee happiness and management of disability requires the reduction engagement in the modern and rapidly changing or eradication of impairment. However, research Hear about one employer’s journey to effectively workforce, and how this engagement relates to demonstrates that these more traditional health integrate and manage all leaves of absence, through the health and productivity of your employees. care approaches are not effective for the 10-15% of an effective strategy setting, program and process Attendees will learn about the latest research in claims that represent 80% of the costs. re-design project. worker happiness including the business case for Research is showing is that early identification We will discuss the importance of making the employee happiness, and will have the opportunity and strategies that target risk factors for disability business case to the C-Suite, the identification of to experience “real-time” where they are in terms are effective for those “at risk” or for those with optimal plan and policy changes, and the develop- of their own workplace happiness. They will learn chronic disability. This presentation will discuss ment of effective HR policies and workflows for an the Happy Worker RX—practical strategies they evidence-based solutions that have been integrated integrated, compliant, and effective total absence can apply to engage employees and maximize into workers’ compensation and disability manage- and productivity program. At the conclusion of the employee health, productivity, and employee ment systems in North America. program, attendees will recognize the importance retention. of employer collaboration with vendor tools and SPEAKERS SPEAKERS support, and how Return on Investment (ROI) can Sherri Burrell, MS, ATC Melissa Miller, PHR be achieved while maintaining competitive benefits Briotix, Head of Operations; Costco National Director, Human Resources, St. Elizabeth Hospital and programs. Account Manager Les Kertay, PhD, ABPP John Harbaugh, MD Licensed Psychologist, Consultant, SPEAKERS Physician Director, Occ Med, Southern CA Permanente Lincoln Financial Group Tricia Engfehr Medical Group Director, Human Resources, Memorial Health System Darrell Bruga

WEDNESDAY CONCURRENT WEDNESDAY Kimberly Mashburn CEO, LifeTEAM Health Senior Consultant, Head of Clinical Strategies, Spring Consulting Group TRACK D 4-5pm 3-4pm D6 | Implementing Effective Behavioral Health Accommodation for Employees C5 | Building a Strategic Absence Management Program: A Pathway & Wellness with Mental Health Impairments to Integration Job accommodations can be vital for the successful employment of individuals with mental health Building a strategic absence management program impairments. Knowing how, when, and why it might takes a thoughtful approach and planning—and 1:30-2:30pm be necessary to discuss disability is the first, and of- modification when things don’t go as planned. | Behavioral Health: ten most difficult part of the accommodation pro- Learn how MedExpress, one of the largest Urgent D4 cess. Recognizing a request for accommodation and Care providers in the US, has created a pathway How to Successfully Impact knowing how to act on it is vital to the interactive to integration with its absence and disability man- this Ambiguous Impairment process. What medical documentation is needed to agement programs by utilizing a combination of Approximately 27% of the US population will implement effective accommodation? insourcing and outsourcing. MedExpress will share experience depression or anxiety this year and their integration challenges, successes, and future employers will experience 200 million lost work This session will provide information on the goals, as well as practical advice based on their days as a result—totaling $17–44 billion in losses disclosure of mental health impairments in the experiences. per year. Organizations such as NIMH and WHO workplace, the limitations associated with these suggests these numbers will only continue to impairments, effective communication in the inter- SPEAKERS increase. When someone is out of work on a behav- active process, and the accommodations that might Vicki Gorbett, MBA, CCP, CBP ioral health claim, cognitive barriers tend to arise be needed for success. Real-life accommodation Vice President, Employee Care and Total Rewards, situations and solutions will be shared throughout MedExpress Urgent Care that interfere with a claimant’s ability to begin the the session. Holly Moyer, CRC return to work planning process. If these barriers Director, Absence Management Practice, are not addressed, return to work is unlikely. SPEAKER Sagewell Partners This session will demonstrate a real-world, practical Anne Hirsh, MS, CPDM approach to removing the barriers for return to Co-Director, Job Accommodation Network (JAN) work and provide an employer’s perspective on re-integrating employees back into the workforce in a healthy and successful manner.

SPEAKERS Rebecca Brown, CDMS Manager, Disability Programs, The Ohio State University Kristin Tugman, PhD, CRC, LPC Assistant Vice President, Health and Productivity, Unum

12 7:45-8:30am THURSDAY Register by July 3 for Last Chance REGISTER 1 the Early Bird Discount. Group discounts available! Networking TODAY 2 Register at least one other co-worker and save up to Breakfast $70 off each registration. SESSIONS Become a DMEC Member and GENERAL 3 save $200 or more off non- 3 Ways member rates. Join today and become a part of the only SESSION to Save! association dedicated to the Absence, Disability, and Return 8:30-9:30am to Work profession!

Closing Keynote www.dmec.org [email protected] 800.789.3632 The PPACA and the US Disability Epidemic: Cure or Curse? Join us for an insightful discussion around the key aspects of PPACA implementation that will 9:30-10:30am 10:45-11:45am directly affect work disability outcomes, how these Through Physicians’ Eyes: Disability Show Me the Money! Monetizing outcomes could vary greatly among different states Management in a Post ACA World the Value of Referring Disability and regions, and what employers can do to ensure that they get the best results for their employees. We have entered a new era of employee ben- Claimants to Health Management efits, not only defined by the changing face of Programs As the Patient Protection and Affordable Care Act healthcare, but also by changes in our workforce. A (PPACA) gradually becomes implemented across Increasingly, employers are investing in health panel of corporate, insurer, and consultant medical the country, many disability experts are wonder- management programs such as case management, directors will discuss how they are thinking about ing what impact it will have on work disability disease management and lifestyle management Disability Management in this new era. Now that incidence and duration. Some speculate that the to lower medical costs. An employee going out ACA is live, what has changed? How will ACA effect will be a net positive—better health through on a disability leave creates a logical opportunity impact our disability programs? What other issues improved care and preventive services, more broad to connect the employee with relevant programs. (aging population, obesity, stress, mental health, access to care that will reduce disability, and Mercer, Unum and UHC have worked with several etc.) will define our work as Absence Management incentives to reduce ineffective or unnecessary clients to not just make the referral happen but professionals in this new era? treatments that can lead to poor outcomes. Others to quantify the value those employers are getting are concerned that the influx of new patients, es- Moderated by Pacific Resources, a panel of three from those referrals. This session will review how pecially into primary care and certain underserved physicians will answer questions and comment on disabled claimants are referred to and engaged in specialties will create delays in accessing treatment, issues they see firsthand. The session will highlight health management programs and the financial distract providers from contributing to RTW, and Absence Management challenges and opportuni- return achieved. ties as well as offer insight and suggestions. encourage a trend toward more diagnoses and SPEAKERS over-medicalization of symptoms, with resulting PANEL David Ellis, MD increased disability. Bruce Sherman, MD Senior Vice President; Senior Medical Director, United Healthcare With so many unknowns, the outcome is impos- Medical Director, Employers Health Coalition; sible to predict with certainty; however, some key Consulting Corporate Medical Director, Wal-Mart Randy Ford factors are likely to dominate as health care for all Stores Inc Vice President, Unum unfolds. Barton Margoshes, MD Rich Fuerstenberg, FSA, MAAA, FCA Medical Consultant, Pacific Resources Senior Partner, Mercer THOUGHT LEADER PANEL Edward Crouch, MD Glenn Pransky, PhD Vice President and National Medical Director for 11:45am-12pm Director, Center for Disability Research, Liberty Group Benefits, Liberty Mutual Mutual MODERATOR Edward Crouch, MD Pat Purdy Closing Remarks Vice President, National Medical Director, Liberty Mutual Vice President, Global Employer Benefits Solutions, Pacific Resources David Deitz, MD, PhD and $1000 Grand National Medical Director, Commercial Insurance Strategic Practices, Liberty Mutual 10:30-10:45am Prize Drawing Comfort Break Grand Prize sponsored by

13 The DMEC Annual Conference features more 2014 PRODUCTS & SERVICES than 50 exhibitors with a wide range of services, SHOWCASE EXHIBITORS programs and products for disability and absence Contact Lisa McGrath, Conference Director, professionals. This is your opportunity to see how at [email protected] for information on the products and services work, bring back new exhibiting at the DMEC Annual Conference. ideas, build new contacts, and make your specific SHOWCASE AbsenceSoft Mercer needs known. Representatives will be available ACIUS Benefit Engineering MES Solutions to meet you during breakfasts, luncheons, and Group MetLife Aetna Inc scheduled breaks. Be sure to seek them out! MLS Group of Companies Allsup Optis Anthem Life Pacific Resources Benefit PASSPORT TO PRIZES! Aon Hewitt Advisors LLC Behavioral Medical Paychex Inc All full conference attendees will receive a game card, or “Passport,” in Interventions (BMI) Presagia their conference bag at registration. Attendees visit each exhibitor to Briotix Prudential get their Passport validated, provide a business card to participating Broadspire PsyBar LLC exhibitors, and then get entered into special drawings for a chance to Cigna Corporation Reed Group win great prizes! ClaimVantage Inc Reliance Standard Dane Street Risk & Insurance Magazine PRIZE DRAWING SCHEDULE Exam Coordinators Network Sagewell Partners WEDNESDAY LUNCHEON WITH EXHIBITOR—TONS OF PRIZES! GENEX Services Sedgwick HTPN (Heartland Therapy PRODUCTS & SERVICES SERVICES & PRODUCTS Did you provide a business card at participating exhibitor booths? If SI-BONE Inc Provider Network) so, you have a chance to take home one of more than twenty exciting Social Security Advocates Human Resource Executive prizes. Last year’s prizes included a new Wii Nintendo Game System, for the Disabled LLC Magazine iPod Touch, Garmin Nüvi 250 GPS Navigation System, $250 Gift Card, Spring Consulting Group Insurance Educational LLC iPod Nano, & more! Association (IEA) DMEC DMEC SSDC Services THURSDAY GENERAL SESSION—GRAND PRIZE DRAWING! Integrated Benefits Inc StaffRelay Completed Passports will be entered into our Grand Prize Drawing for Jackson Lewis PC The Advocator Group $1000! Must be present to win. Job Accommodation The Guardian Life Insurance Network (JAN) Company of America Liberty Mutual The Hartford THANK YOU LifeTEAM/Workabilities The Standard DMEC NATIONAL SPONSORS Lincoln Financial Group Trion Matheson SEEd Unum Matrix Absence Work Loss Data Institute DIAMOND Management WorkForce Software Medical Consultants Network (MCN) WorkSTEPS Inc

PLATINUM DMEC Relaxation Station PRODUCTS & SERVICES SHOWCASE HALL Stop by the Relaxation Station and treat yourself to a seated upper body massage. Melt away

classic tension areas to help you remain refreshed, alert and energized throughout the day.