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2023 OAHU NW Medicare Summit
Wednesday, July 12, 2023, 1:00 PM to Thursday, July 13, 2023, 1:30 PM PDT
Category: NABIP-OR

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Click here to register online!

Event Details

July 12-13, 2023
FivePine Lodge - Sisters, Oregon

Event Registration Fee

OAHU/NABIP Member*: $175.00 |    Non Member: $225.00
*For out of state NABIP members, please contact the OAHU Office at [email protected] for discount code.
Registration Fee Includes:
  • July 12th afternoon education
  • July 12th NW Medicare Summit Welcome Reception
  • July 13th Breakfast
  • July 13th morning education
  • July 13th Lunch

Event Schedule

Wednesday, July 12, 2023

1:00 PM
Registration Open and Networking with Exhibitors 

2:00 PM
Welcome and Opening Remarks 

2:05 PM
Platinum Sponsor Moment with Providence 

2:10 PM
VA and Medicare
Presented by Zachary Copeland, Vice President of Sales, Northwest Region of Jack Schroeder and Associates
Many insurance agents do not comprehend how VA and TFL operate, nor do they understand the ramifications of incorrect Medicare and Medicare healthcare planning for those individuals.  This course will help agents identify VA and TFL beneficiaries and educate them on the benefits and risks of Medicare fee-for-service, Medicare Supplement, Medicare Advantage and Part D coverage. OR Provider # 7484, Course # 6000096449, are registered with the Insurance Division. Registration does not imply endorsement by the Insurance Division.

3:10 PM
View from the top: Top Medicare Trends and How Seniors Make Decisions
Presented by Sarah Jacobson, MBA, Co-Founder and CEO of FairStreet
The Medicare industry is evolving before our eyes, from the rise of Medicare Advantage, to call recording requirements, to seniors being more tech savvy than ever. What does this mean for independent agents in 2023? Our presentation dives into the top macro trends impacting agents today, using insights drawn from the agents we support across the country. You’ll walk away with a tactical playbook on how to take advantage of these trends to build a thriving Medicare business. 

4:10 PM
Roundtable Discussion with Focus on CMS Final Rules for 2024
Moderated by the OAHU Medicare Committee
The roundtable discussion will focus on the CMS Final Rules for 2024.  Of the bigger picture of these final rules, we will be discussing updates to the Marketing & Compliance requirements.

5:05 PM
Closing Remarks 

5:30 PM
NW Medicare Summit Welcome Reception
This year’s NW Medicare Summit Welcome Reception will be held at Sisters Depot! Join us for a fun evening of delicious food, drinks, music, and lots of networking opportunities. This event is already included in your registration fee! See you there!

Thursday, July 13, 2023

7:30 AM
Registration Open, Breakfast and Networking with Exhibitors                   

8:00 AM
Welcome and Opening Remarks 

8:10 AM
Inflation Reduction Act: Medicare, Math, and Modifications
Presented by Autumn Edwards, Oregon Manager Medicare Producer with Providence Health Plan
An in-depth discussion of Medicare affected portions of the Inflation Reduction Act. We shall examine the new regulations, how and when they will be enforced, and what this will mean for the broker and beneficiary.   We will discuss the in-depth nuts and bolts while also highlighting the simpler end results.  By the end of this presentation, you will have a stronger understanding of how the Inflation Reduction Act will affect Medicare. 

9:10 AM
Working Past Age 65 
Presented by Carole Carlson, Senior Sales Executive with Moda Health and Jennica Hayes, Medicare Sales Executive with Summit Health
This presentation will be about employment after 65.  Whether it is the beneficiary or spouse who are still employed, self-employed.  The importance of creditable drug coverage.  There will be a segment on employer coverage after retirement.  In addition to who to notify should Medicare need to be delayed.   The ending will have an overview of Medicare options.

10:10 AM
Break with Exhibitors   

10:30 AM
What is SHIBA?
Presented by Darcy Patterson, Oregon SHIBA Field Officer with Oregon Senior Health Insurance Benefits Assistance (SHIBA) and Donna Delikat, Former Interim Dir/FO with Oregon Senior Health Insurance Benefits Assistance (SHIBA)
An overview of the National SHIP program and specifically the Oregon SHIP program called SHIBA. What our federal grant mandates as far as our grant requirements for outreach, education, and advocacy. When it is appropriate to refer to SHIBA.

11:30 AM
NABIP Medicare Issues & Efforts
John Greene, Vice President of Congressional Affairs with NABIP
The session examines an overview of the current congressional landscape; Medicare-specific issues, including prescription drug negotiations, COBRA as creditable coverage; observation status, telehealth, Medicare-for-All proposals; proposed and finalized regulations that impact Medicare beneficiaries and agents; NABIP federal successes; and how NABIP members, the overall agent/broker community can get involved.

12:25 PM

12:30 PM

1:30 PM
NW Medicare Summit Concludes

*We invite all NW Medicare Summit to stay and attend the OAHU Annual Convention for a discount price of $100. Click here for Convention details.

Event Location

Our event will take place in the Elda Teresa Conference Center at FivePine Lodge.
FivePine Lodge
1021 E Desperado Trail
Sisters, OR 97759
Map to location

FivePine Lodge
1021 E Desperado Trail
Sisters, OR 97759
(541) 549-5900

Best Western Poderosa Lodge
500 US-20
Sisters, OR 97759
(541) 549-1234
Sisters Inn & Suites
500 US-20
Sisters, OR 9775
(541) 549-1234
Black Butte Ranch
13899 Bishops Cap
Sisters, OR 97759
(844) 843-7876
Ski Inn Taphouse and Hotel
310 E Cascade Ave
Sisters, OR 97759

The Suttle Lodge & Boathouse
13300 US-20
Sisters, OR 97759
(541) 638-7001
airbnb in Sisters
Find places to stay in Sisters   
Meredith Lodging
Bend, Oregon Vacation Rentals


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 Advocate Health Advisors| ATRIO Health Plans | Devoted Health Plans FairStreet | Highstreet Insurance | Humana | JSA | Moda Health
Mom's Meals | PacificSource Health Plans
Providence Medicare Advantage Plans | Regence Blue Cross Blue Shield Senior Choices NW | Summit Health | United Healthcare
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