Events

2017 Webinar Series

Recent Webinar Recording:

Recorded Webinars

If you missed a recent webinar, please use this links to access a recorded version.

2017 Conferences

Using Technology to Drive HSA Engagement

July 11, 2017 

2:00 p.m. – 3:00 p.m. ET 

Register Now

Health savings accounts are powerful tools in helping employees save for current health care expenses and for building long-term wealth. However, not enough accountholders are taking advantage of HSAs to finance their future.

What will attendees learn by participating:

  • The latest technology solutions enabling richer employee conversations
  • How to effectively segment and target
  • Practical tips for engaging employees in financial wellness

Speakers:

Begonya Klumb, CEO of UMB Healthcare Services

Begonya manages all aspects of the Healthcare Services business, with nearly $2 billion in assets and deposits, over 988,000 health saving accounts, over 5.6 million healthcare spending account cards and other healthcare financial products. Previously, Begonya held several positions with UMB Financial Corporation, including Chief Strategy Officer and Executive Vice President, Director of Corporate Strategy and Development, Director of Financial Planning & Analysis, Director of Mergers & Acquisitions and Director of Corporate Strategy and Investor Relations. Before UMB, Begonya worked in investment banking with Citigroup, consulted with Deloitte in London, worked in Germany for BOSCH, and spent the first years of her career working in the banking industry in Spain.

Nate Randall, Founder and President of Ursa Major Consulting

An accomplished leader in the evolving employee benefits space with expertise in benefit plan analytics, compliance, design, innovation, management and strategy. Nate is passionate about engaging consumers and changing employee benefits in meaningful ways through innovation and focusing on the employee experience. Some of Nate’s career highlights include:

  • Involvement in the drafting of several aspects of the Affordable Care Act (Health Reform)
  • Key partner and driver in early development of medical price transparency, reference-based pricing and forward-thinking health outcome initiatives
  • Architect of the Global Benefits and Employee Experience team at the revolutionary Tesla Motors supporting a four year high growth period from 900-13,000 employees expanding to
  • Named a 2014 Game Changer by Workforce Magazine

Nate is the Founder and President of Ursa Major Consulting and is a frequent speaker, advocate, and advisor to the Human Resources industry.

Jon Stuckey, Director of Creative Technology and Innovation, Benz Communications

Jon provides strategic vision, guidance, and solutions for Benz Communications’ largest clients. He is responsible for the intersection of benefits communication strategy, user experience, creative delivery, and technology. Before joining the Benz team, Jon spent more than 16 years at Aon Hewitt, helping clients solve business problems by leveraging technology. He has spent the past 20 years building cutting-edge technology solutions and consulting with clients on the appropriate use of technology to solve their HR and business problems. He also led the creation of Hewitt’s Medical Plan Decision Toolkit and DecisionDirect™ products and service offerings.

 


2017 Conferences

February 13-15
Washington, DC
NAHU Capital Conference

March 8-10
Washington, DC
ECFC Annual Conference

April 11-13
Indianapolis, IN
Benefits Pro Broker Expo-Exhibiting & Speaking

June 7-9
Austin, TX
AHIP Institute
 

June 25-28
Orlando, FL
NAHU Annual Conference-exhibiting

August 2-4
Kansas City, MO
ECFC 30th Annual Administrators Symposium-Exhibiting

October 8-10
Phoenix, AZ
SIIA 37th Annual National Educational Conference and Expo-Exhibiting

Introducing UMB HSA Saver

UMB HSA Saver is a unique investment platform designed with ease in mind. Account holders can easily research, buy and sell funds with a couple clicks.

Webinar Recording How Benefits Might Change in 2017

Join our team of industry experts for a lively discussion about each candidate’s healthcare platform—where they’re aligned and where they differ—and the potential impact their plans could have on employee benefits and businesses.‡

HSA FAQ Resource

Find answers to your most common HSA questions in our comprehensive HSA FAQs section.