Josh Ayers, CPA, CITP, CISA, CISSP, CCSFP is a managing director in BDO USA, LLP’s Assurance Services Department. Josh serves a variety of industries, with an emphasis in healthcare, self-funding and third-party administration, and provides technical support and manages the planning, performance & review of financial statement audit and attestation engagements, information technology audit and attestation engagements, and service organization control (SOC) engagements. Josh received his undergraduate degree in Business Administration with an emphasis in Accounting from Saint Louis University, his Master of Arts in Accountancy from the University of Illinois – Springfield, and has presented on financial reporting and information technology topics across the country.
Senior Vice President, Talent & Development MarineMax
Ray L. Bowman, Ph.D., is the Senior Vice President for Talent and Team Development and CHRO at MarineMax, headquartered in Clearwater, Florida. MarineMax is the nation’s largest boat and yacht retailer with approximately 70 stores and marinas from coast to coast with approximately 1600 employees, referred to as “team members”. MarineMax is self-insured. In his position at MarineMax, Dr. Bowman also oversees the company’s health care plan as well as executive development, various training functions, strategic planning coordination, and succession planning. Regarding MarineMax’s health care plan, Dr. Bowman has been instrumental in piecing together a set of cost saving strategies for both team members and the company.
Prior to joining the MarineMax team, Dr. Bowman spent nearly four decades practicing Clinical Psychology with four offices in three counties surrounding Tampa Bay, Florida. He is board certified (with Diplomate status) in Neuropsychology, Psychopharmacology, Forensic Psychology, and Clinical Psychology. He has degrees from Eckerd College, Notre Dame, and the University of Georgia. He completed his internship at Shand’s Hospital at the University of Florida. He retired from clinical practice in 2011.
Dr. Bowman is married to his beautiful wife, Debra, of 40 years and has one son, Robert, who lives in Palm Beach Gardens with his wife, Ashley, and Dr. Bowman’s two extraordinarily gifted granddaughters, Hannah and Grace, ages six and two.
Superintendent Charlevoix-Emmet Intermediate School District
Jeff is currently employed as the Superintendent of the Charlevoix-Emmet Intermediate School District. Jeff served as the Chief Financial Officer of the ISD for 15 years, prior to being named Superintendent in 2015. In his role as CFO, he started a health insurance work group in 2005 that implemented a self-funded health insurance program for the 220 employees of the CEISD. Utilizing research, plan design, employee commitment, wellness programs, and along with a healthy group of families it has become one of the most effective self-funded school health insurance plans in Michigan saving the district MILLIONS of dollars over the past decade.
Chief Administrator, Employee Benefit Services SET SEG
Brian Flowerday serves as the chief administrator for SET SEG Employee Benefit Services, a not-for-profit healthcare consulting and administrative service provider helping Michigan’s public schools address the healthcare affordability crisis. In his current role, he oversees development and deployment of SET SEG’s benefit-related strategy and operations, with a special focus on helping schools understand the various dysfunctions within the current healthcare system and adopt progressive solutions.
Prior to joining SET SEG, Brian worked as a productivity consultant and manufacturing executive specializing in helping organizations implement lean principles, which he learned and applied in the automotive sector. Brian has more than 20 years of strategic, innovation, and operational management experience and is a graduate of the University of Michigan College of Engineering.
Bernie Heer is an employee benefits expert and advisor to small and mid-sized businesses, primarily in New Jersey. Bernie is oddly passionate about helping his clients find exactly the right solution to their benefit plan needs, and finds it immensely rewarding to resolve thorny issues for employees who feel they are losing the battle against the healthcare and health insurance companies. His atypical approach – focused equally on his employer-clients’ objectives and on their employees’ needs – results in a dramatic improvement in the level of appreciation employees have for their benefit plans, and allows his clients to achieve positive ROI on this large expenditure. His company, Frenkel Benefits – an EPIC Company, is among the top independent insurance advisory companies in the United States.
Executive Director Employers Healthcare Coalition
Bev Helkey is Executive Director of the Employers Healthcare Coalition and the Tri-State Purchasing Coalition. She has 30+ years’ experience in healthcare cost management strategies and employee benefits. She joined the coalitions in 2002. She provides management and oversight of two non-profit organizations. Employers Healthcare Coalition provides health education, health literacy, and healthcare cost and outcome resources to the community, and the Tri-State Health Care Purchasing Coalition which group purchases services to their members and the community.
With her extensive experience in healthcare cost management strategies, she has served the organizations through the design, development and implementation of their robust cost saving programs – including education-focused on health literacy, healthcare cost, outcomes and the patient experience.
Ms. Helkey’s career in healthcare cost strategies spans more than 30-years. Helkey holds a bachelor’s degree in Business. She is board member of Leadership Illinois, The Quincy Family YMCA, CDC - The National Leadership Academy for the Public’s Health (NLAPH) and the Association for Corporate Risk Management (ACHRM).
National Manager, Business Markets Cancer Treatment Centers of America
George Kelly joined Cancer Treatment Centers of America® (CTCA) in January, 2016 and is based out of Chicago, IL. George is the National Program Manager responsible for CTCA’s five strategic markets across the United States. George works directly with large self-insured employers, industry thought-leaders, third party advocates, and national level influencers for the purpose of expanding and maximizing patient access to CTCA’s medical centers through direct contracting. Prior to joining CTCA George has had a long career in healthcare dating back to 1987 with Baxter International, moving on to The Institute for Transfusion Medicine in 2008 and most recently Macopharma in 2013. He and his wife, Melissa, along with their three daughters, reside in the western suburbs of Chicago, where they are very active within their church and community. George’s hobbies include music, sports and fitness.
Steve Kelly is the co-founder and CEO of ELAP Services LLC, a healthcare cost management and employee advocacy services firm. Founded in 2003, ELAP’s innovative approach to bring rationality to the price of heath services anticipated the future of healthcare years ahead of current Healthcare Reform initiatives.
Mr. Kelly is a recognized expert in the insurance, employee benefits and risk management industry, possessing over 25 years of experience in solving his clients’ healthcare challenges. Since the formation of ELAP, Mr. Kelly has helped hundreds of employers increase their profits by empowering them to take control of their healthcare cost using ELAP’s groundbreaking approach.
Prior to founding ELAP, Mr. Kelly founded the Aldwyn Group, Inc., a Managing General Underwriter of employer stop loss and prescription drug coverage on behalf of reinsurers, including Lloyd’s of London and Munich RE. Aldwyn currently operates as a retail and wholesale insurance brokerage serving clients nationwide.
Mr. Kelly has been featured as an expert commentator on the US Healthcare system on National Public Radio, America’s Healthcare Advocate Radio, and in The New York Times.
Mr. Kelly is involved in several charitable organizations in the Philadelphia community, including the Eagles Fly for Leukemia (President) and The Philadelphia International Visitors Council (Executive Board). Mr. Kelly is an active volunteer at Eagleville Hospital and is a member of the Self Insurance Institute of America, the New Jersey Health Care Financial Management Association (Managed Care Committee) and The New Jersey Health Care Quality Institute.
President and Chief Executive Officer
Bill Lacy has over 30 years experience in executive and financial leadership positions. Currently, Bill serves as the President and CEO for the Association for Corporate Health Risk Management (ACHRM), a membership based organization comprised of progressive employers ranging in size up to 30,000 employees and Best-In-Class Sponsor Partners seeking education, a venue to collaborate, innovative methodologies, disruptive technologies and other resources to more effectively contain their organization’s health care costs.
Following the launch of ACHRM’s Philadelphia Chapter in 2012, ACHRM has several hundred employers in its community across ten Chapters. ACHRM expects to have at least 30 chapters across the US over the next five years. Within each ACHRM Chapter, the Association is building strategic relationships with colleges and universities to address the Health Risk Management (HRM) industry’s educational needs, including professional certificates, degrees and research.
Prior to ACHRM, Bill was CFO and COO for Business Health Services, a national Corporate Wellness and Behavioral Risk Management provider based in Baltimore, Maryland; and CFO for Planet Fitness PA based in Lafayette Hill, PA. Bill has also held executive positions with the Association for Corporate Wellness (ACW), Susquehanna (Equity) Bank, Exelon (PECO) Energy, Rainbow Industrial Products and NatWest, and Entre Advisors LLC.
Bill serves as Vice Chairman for the University of the Sciences’ Board of Visitors, the Burlington County College Foundation Internship and Mentoring Committee as well as other Boards and Committees during his career. He earned his MBA (finance and marketing) from Drexel University and BS (math and economics) from Ursinus College.
Director of Human Resources Lancaster-Lebanon Intermediate Unit# 13
Flip Steinour has been the Director of Human Resources for Lancaster-Lebanon Intermediate Unit located in Lancaster, PA for the past 11 years. Prior to that, Steinour also served in the same capacity for both two other Pennsylvania intermediate units. He started his professional career in human resources in private industry working for Knouse Foods and True Temper Hardware.
Steinour graduated with a BA from Shippensburg University of Pennsylvania and also has attained his MS in Human Resource Development from Villanova University. He earned the Professional in Human Resources (PHR) certification from the Society of Human Resources in 2000.
Over his professional career, Steinour has served as a member of the Executive Board of the Pennsylvania Association of School Personnel Administrators. Additionally, he has chaired the Pennsylvania Association of Intermediate Units HR Directors job-alike group three times over his 21-year career working for intermediate units. Steinour has also presented for superintendent preparation programs involving HR-related topics at Temple University, Penn State University, and Immaculata Universities. In 2015, he was presented the Gary L. Miller Memorial Distinguished Service Award in Recognition of Outstanding Leadership and Significant Contributions to Education by a PAIU Employee.
He has a passion for helping youth as he has been a volunteer coach for lacrosse, junior high football, Special Olympics basketball, Challenger Little League baseball, and has traveled to Vietnam to help stop the sexual trafficking of Vietnamese children.
Director, Corporate Development Group & Pension Administrators, Inc.
David has worked in the employee benefits industry since 1981 after graduating from Furman University with a BS in Economics. He left Marsh/Mercer to join GPA in 2006 and previously worked for several other insurance companies and third party administrators. Throughout his career he has worked in the areas of underwriting, marketing operations, sales and client management, network development, benefits brokerage, and several areas of management. In his current position he is responsible for helping clients understand and manage their clinical cost drivers; developing direct relationship, risk and cost management programs for clients; managing vendor relationships; improving interdepartmental communication; and identifying and implementing internal and external revenue growth and risk avoidance strategies. He is currently on the Board and the Legislative Chair for the Texas Association of Benefit Administrators; he is a former Officer and President of the DFW Chapter of Certified Employee Benefits Professionals; and he has spoken at and worked with several other professional organizations in various capacities.