Banco Popular de Puerto Rico

Ludwig, ChFC, AIF, CRPS, is an LPL Financial adviser with LHD Retirement.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Galentine is a former editor-of-chief of Employee Benefit Adviser.

Anne Conn is the Assistant Human Resources Director for Kalamazoo County. She has been with the County for seven years and has been actively involved in the County Worksite Wellness Program since its launch in September 2006. Anne’s responsibilities for the wellness program include; program design, program implementation and employee education. She works very closely with County Administration and the Board of Commissioners to bring a strong and valuable wellness program to County employees, and she continues to strive to educate employees on the many benefits of participation in the program.Anne was a featured speaker at the 30th Annual Wellness in the Workplace Conference sponsored by the University of Michigan Health Management Research Center. She has also been a contributing author for Employee Benefits News.Anne resides in Plainwell, Michigan with her husband and three children.

Kristin Tugman, MS, CRC, LPC currently works for Unum as Director of Health and Productivity Development. Kristin’s work with large corporate customers entails total absence management. The process begins by defining the impact of lost time on the organization and then evolves into the development and implementation of health and productivity, absence management, return to work and stay work policies and programs. Kristin is a Certified Rehabilitation Counselor and a Licensed Professional Counselor. Kristin has been working in the field of vocational rehabilitation since 1997 when she graduated from Georgia State University with a Master of Rehabilitation Counseling degree. Kristin has authored several publications pertaining to the psychological aspects of disability. Her work details a specific cognitive behavioral model to assist individuals in overcoming psychological barriers that prevent a return to productivity. Ms. Tugman continues to actively work on the research and development of techniques that assist individuals with psychiatric and other disabilities in maintaining appropriate function in the competitive work force while pursuing a PhD in Industrial and Organizational Psychology.

A veteran with more than 22 years of experience in business-to-business publishing, Ortman previously served as Director of Publishing\/Editor in Chief with Thompson Publishing Group, a Washington, DC-based publisher of legal and regulatory information. In that role he was responsible for editorial management and strategic growth of the company’s stable of employee benefit and retirement plan publications.

Samuel H. Fleet is President and CEO of AmWINS Group Benefits of Warwick, RI, a leading broker of comprehensive group insurance programs and administrative services. Fleet has proven his expertise with the rise of his company from a small, regional business to a strong, national company renowned for helping providers, brokers and employers thrive in today’s dynamic healthcare landscape.  Fleet is a member of the Council of Insurance Agents and Brokers (CIAB) and the Self-Insurance Institute of America (SIIA). He is also President of the Professional Insurance Marketing Association (PIMA). 

As Senior Consultant with Bottom Line Solutions, Scott Cantrell provides brokers, agencies, carriers and other insurance industry vendors with comprehensive and customized sales and marketing strategies.Not only does Scott work to develop the most complete sales and marketing programs, he also helps integrate them into the organization through detailed and interactive training and evaluation. This interaction with senior management, line managers, producers and sales reps alike is what makes Bottom Line Solutions so effective at producing significant, positive results.Scott has a rich background as a professional communicator, trainer, & strategic marketer. For years, he’s worked as an independent consultant across industries taking the best practices from one industry and successfully applying them in others. His focus as well as that of Bottom Line Solutions is to work with a client to determine their current, specific situation and then develop a detailed plan and system to achieve the client’s vision and goals as efficiently as possible.Scott is a frequent speaker at industry events and serves on the faculty of Norvax University, the NAHU-endorsed national broker training program. He is the author of numerous articles and white papers and the acclaimed Business Building for Brokers marketing system.

Rob Lieblein joined Marsh, Berry & Co., Inc. in 2012 as an Executive Vice President on the Mergers & Acquisitions team. He is responsible for a wide variety of activities relating to deal execution on both buy side and sell side M&A transactions, including internal and external perpetuation planning. He has extensive knowledge as it relates to acquisition analysis, transaction valuation and structuring, acquisition strategy, due diligence, negotiations and post-acquisition consulting. Rob has over 25 years of experience and during his career, has been involved in more than 150 M&A transactions. He has written numerous articles for industry publications and is a frequent speaker for industry trade groups and associations. He maintains the Series 79 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker\/Dealer of Marsh, Berry & Co., Inc. Prior to joining MarshBerry, Rob was a managing partner at Hales & Company.\nHe holds a Bachelor’s Degree in Accounting, Mathematics and Computer Science from Shippensburg University. Rob is also a Certified Public Accountant.

Daniel Cahn serves as Senior Vice President of Business Development for LTC Financial Partners, (LTCFP) the nation’s largest and most experienced long term care insurance brokerage.Dan was attracted to the long term care industry after having to place both his parents in a local assisted living facility. The experience introduced him to the need for third party insurance to protect against the rising costs of home health care and nursing facilities.Prior to joining the partnership, Dan served as founder and CEO of WorkLife Solutions, Inc., Microsoft’s first online content partner for Human Resource Professionals, Careers and Entrepreneurship. WorkLife Solutions was also the first Online Job Board for AltaVista and several other Portals. The Company was purchased by Fujitsu Corporation in 2002. Dan worked as a teacher, school principal and Director of Employment and Training for CETA under the Carter Administration prior to starting WorkLife Solutions.LTCFP created the LTC Outreach and Education Program™ for the employee benefit community to help change the way American workers learn about long term care and the impact it has on productivity and employee retention.