Just as the Internet is being transformed by Web 2.0, consumerism within Consumer-Directed Healthcare is being altered by new engagement models. New resources and tools are helping consumers become empowered and engaged, helping them to make better healthcare decisions and providing new means of supporting behavioral change leading to a healthier lifestyle. These resources are designed to reach a broader population and drive greater healthcare efficiency.

Peter Erickson, Senior Principal
Joining TripleTree in 1998, Peter has played a number of roles in TripleTree's growth ranging from the management of client engagements to the firm's business development and marketing efforts. As a Senior Principal, Peter is involved in the management and execution of TripleTree's transaction and advisory services with a current emphasis in consumer health, human capital management and business services. Having represented clients across various software and services domains, Peter has successfully negotiated sell-side M&A and capital transactions that have included such companies as Fiserv, Microsoft, SSA Global, and Manitoba Telecom. Prior to joining TripleTree, Peter helped manage international development programs focused on Eastern Europe and Southeast Asia through the National Forum Foundation in Washington D.C. While attending the Carlson School of Management, Peter helped establish a student-led $1.5 million investment fund that now serves as a cornerstone for the school's finance program. During this time, he also interned at Sit Investment Associates, a money management firm with over $10 billion in assets under management. Peter attended DePauw University where he earned his B.A. and the University of Minnesota's Carlson School of Management, where he received his M.B.A. with a concentration in Finance.

Join Jeff Brunsberg, Ashley Gillihan and John Hickman in a detailed discussion of HSA and related consumer driven legal requirements regarding Eligibility; Implementation; Contributions; Distributions; ERISA Applicability; and Prohibited Transactions. Recent IRS guidance will be addressed. The focus of the presentation will be to guide the audience in how best achieve compliance, and avoid typical pitfalls and traps associated with such programs.

Jeff Brunsberg
Jeff Brunsberg is Executive Vice President for Discovery Benefits where he is responsible for the organizations strategy, service model and overall growth. Jeff has over a decade of experience in organizational management and development. Discovery Benefits is a national leader in the administration and development of Flexible Spending Accounts, Health Reimbursement Arrangements, Health Savings Accounts, Transportation, and COBRA.

John R. Hickman
John Hickman is head of Alston & Bird's Health & Welfare Benefits sub-group of the firm's Employee Benefits and Executive Compensation Group. He is also a member of the firm's Privacy and Data Management Task Force. Mr. Hickman is also an adjunct professor of law at Emory University School of Law. Mr. Hickman concentrates his practice primarily upon health and welfare benefit plan matters and the tax, ERISA, HIPAA, and other compliance issues that arise in connection with such arrangements. Mr. Hickman represents employers, insurers, financial institutions and custodians and third-party administrators, assisting them with consumer driven health care issues. Mr. Hickman has been called upon by benefits and trade associations to testify before the IRS and DOL on issues affecting health and welfare benefit plans including HIPAA, cafeteria plan regulations, DOL claims procedures, and the recent DHHS health care privacy regulations. John has lectured widely and published articles on HIPAA, ERISA litigation, and cafeteria and health plan issues. He is co-author of the Cafeteria Plans Manual, HIPAA Portability and Privacy, and Consumer-Driven Health Care & Fringe Benefits (published by the Employee Benefits Institute of America). He is also on the editorial advisory board of the Benefits & Compensation Law Alert, is a past member of the editorial advisory board of the Benefits Law Journal, is Chair of the Technical Advisory Committee of the Employers Council on Flexible Compensation (ECFC), and is on the Publications Committee of the Self-Insurance Institute of America. Mr. Hickman received his law degree from Emory University School of Law in 1989, graduating with distinction, where he received the Order of the Coif Award. He received his B.A. degree, with honors, from Florida Atlantic University. Mr. Hickman is identified in The Best Lawyers in America for his health and welfare expertise. He is a member of the State Bar of Georgia.

Janice Young
This presentation is based on primary business and technology research and primary survey data of 75 US healthcare payer organizations, including the top 10 US health plans and 15 Blues plans. Research and survey data was completed in June 2007, providing an up to the minute perspective of health plan adoption of financial transparency and real time payments initiatives - and their business and IT partners. The subject area is critical to all constituents to provide an adoption baseline of current 2007-2010 healthcare payer market initiatives - and to provide a backdrop for individual case studies and financial services-led presentations.

As Research Director of Payer IT Strategies program, Janice Young is charged with identifying the key emerging trends and technologies impacting payer business success and IT portfolio management today. A renown industry veteran with extensive research experience, Young is dedicated to helping healthcare stakeholders establish strong strategic, business and operational plans supported by integrated and aligned IT strategies. Her research focuses on solutions to improve market positioning, product development and execution, operational efficiencies, customer satisfaction, quality of care and care outcomes. Specific hot topics include as future healthcare business and IT scenarios, consumer directed health plans (CDHP), and outsourcing trends and directions, advanced analytics and pay for performance. Prior to joining Health Industry Insights, Young spent eight years as vice president and research area director for Gartner Research Advisory Services, where she led research strategy for the company's healthcare payer market initiatives. Outside of the research space, Young's previous experience includes a senior associate position at William M. Mercer's Healthcare Provider Consulting Practice, as well as operations director and manager positions at Blue Cross and Blue Shield (BCBS) of Massachusetts. Among the many successes at BCBS, Young chaired an operations task force responsible for new product implementation and process redesign of 400,000 member mixed model system, and spearheaded the implementation of a managed mental health program covering 100,000 lives served by 200+ healthcare providers. Her career began at Tufts Health Plan in Waltham, MA, where she managed Tufts'IPA relationships and instituted management reporting and analytical tools to enhance the company's program management processes.