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OAHU Spring Forum
Wednesday, April 12, 2023, 7:30 AM - 4:30 PM PST
Category: NABIP-OR

OAHU 2023 Spring Forum

April 12, 2022
7:30 am - 4:30 pm
Portland Marriott Downtown Waterfront - Portland, Oregon

Event Registration Fees

Registration includes: breakfast, educations sessions, access to exhibits, lunch and happy hour.

Entire Day Registration (9:00 am - 4:10 pm)
$185.00 per OAHU Member
$225.00 per Non-Member

Continuing Education

Six (6) credit hours will be submitted for approval. Please note that CE will be filed in a 6-hour block and attendees will be required to attend the entire day receive CE credit.   

Spring Forum Schedule

7:30 am – 8:00 am
Registration and Breakfast

8:00 am – 8:10 am
President’s Opening Remarks
Julianne Horner, OAHU President and Meredith Murphy, OAHU Professional Development Chair

8:10 am – 9:10 am
Unpacking Diversity, Equity and Inclusion
Presented by Lou Radja 
There is no doubt about it, we are living in unprecedented and changing times. A relentless and unforgiving global health pandemic that has not only claimed countless lives, but also turned our world upside down. The great steps we are all taking in response to the pandemic are not without side effects; isolation, stress, great resignation, health challenges, virtual leadership, change fatigue, mental health issues… In addition to it, we are also facing an economic downturn that has amplified and exacerbated the already fragile situation. Well, as if that wasn’t enough, we also find ourselves in the middle of a racial/diversity tsunami across our country/world serving as a reminder of the systemic inequalities that continues to plague us and how far we still have to go. As Insurance Professionals dedicated to helping millions of Oregonians find, purchase and use their health care coverage…, it is critical to lead equitably & inclusively, to adapt and thrive with an increasingly diverse team and people we serve! Unpacking DEI is a great opportunity for us to come together, hold space and explore proven strategies to help us continue making strides in our industry and the communities we serve!

Some specific themes and concepts we’ll unpack include:
• Increased fluency & comfort level around DEI…
• Unconscious Bias
• Cultural competence
• Allyship
• Ubuntu

9:10 am – 10:10 am
Oregon Legislation Session and the Impact on the Benefits and Insurance Industry
Presented by Tom Holt, OAHU Lobbyist
A report on significant health-benefits related measures in the 2023 Session in Oregon and how it will affect the industry. 

10:10 am – 10:30 am
Break with Exhibitors 

10:30 am – 11:30 am
Paid Leave Oregon; Where are we now? 
Presented by Laurie Grenya, SPHR
Paid Leave Oregon will be one of the largest changes to the way employers will handle leave related to serious health conditions.  No employer is exempt, and every employee has the potential to be eligible. We will cover the timeline, employee and employer deductions (starting 1/2023), employee eligibility, in-kind benefits, employee return to work, and the policies and practices that you will want to review prior to the availability of funds on 9/2024. 

11:30 am – 12:30 pm
Lunch/OAHU business/visit with Exhibitors 

12:30 pm – 1:30 pm
Section 127 Tax Free Education Assistance Programs to Attract and Retain Top Talent
Presented by Dennis J. Cash
More and more employers are getting creative with employee benefit offerings to attract and retain top talent.  Help your client by introducing them to education benefits from BenefitEd that will differentiate their company from others.  BenefitEd has multiple student loan repayment programs that can be designed to fit the needs of the company.  Along with repayment solutions BenefitEd also offers refinancing opportunities along with student loan counseling as value added services.  For those employers that would like to reward those employees for furthering their education BenefitEd can streamline the tuition reimbursement process and free up the HR team for other more important activities. 

1:30 pm – 2:30 pm
Pharmacy Benefit Managers: Review of Recent Regulatory Actions
Presented by Michael Millard and Trevor Douglass
This presentation will provide a brief overview of the complex relationship among drug manufacturers, health insurance companies, and pharmacy providers as they provide pharmacy benefits to covered patients through the third party pharmacy benefit managers. A review of the various drug pricing schemes and what are the regulatory agencies proposing to control drug prices. 2:30 pm – 2:40 pm

Charity Highlight with Central City Concern

2:40 – 3:00 pm
Break with Exhibitors 

3:00 pm – 4:00 pm
Recipe for Success – Leading the Next Generation
Presented by Nancy J. Giacolone, RHU
This live version of the popular podcast “Recipe for Success” hosted by Nancy Giacolone will include two powerhouse guests, Sally Marsh & Stacy Carmichael. They will be chatting on how they got their start in the employee benefits industry, what it was like coming in as a young female in a male dominated industry and what we can all do to engage and encourage the next generation to join us and take this industry into the future.

4:00 pm – 4:05 pm
Final Announcements, thank you to exhibitors, raffle drawings and happy hour! 

4:05 - 4:30 pm
Join us for Happy Hour including raffle prizes and of course, a quick drink with your peers! 

Sponsorship Opportunities

Click here to register as a sponsor online

Title Sponsor - $3,000 (1 available)

  • Exhibit Booth
  • Table for 6 attendees
  • Full Page Advertisement in Event Program
  • Logo and Recognition on all Event Marketing Materials
  • Recognition on Event Signage

Investor Sponsor - $2,500

  • Exhibit Booth
  • (2) Complimentary Attendee Registrations
  • Full Page Advertisement in Event Program
  • Logo and Recognition on all Event Marketing Materials
  • Recognition on Event Signage

Partner Sponsor - $1,500

  • Exhibit Booth
  • (1) Complimentary Attendee Registrations
  • Logo and Recognition on all Event Marketing Materials
  • Recognition on Event Signage

Supporter Table Sponsor - $1,110 - GREAT for carrier reps to bring agents!

  • (6) attendee registrations
  • Logo on all Event Marketing Materials

Exhibitor - $500

  • Exhibit Booth
  • (1) Complimentary Registration from Sponsoring Company Staff

Digital Program Advertising

  • Full page color ad + imbedded links - $250 (max 2)
  • Half page color ad -$175 (max 4
  • Quarter page color ad - $100 (max 8)