Employee Benefits Masterclass

Helping Employers Tackle Employee Financial Well-Being, Multi-Generational Workforce Needs and Rising Health Plan Costs

A Brown & Brown Event

EARN 2.0 SHRM CREDITS

Navigating Medicare Advocacy in the Workplace

  • Understanding the impact: Exploring the financial implications of employees aged 65+
  • Strategic deployment: Implementing effective Medicare advocacy strategies within your organization
  • Empowering employees: Educating staff and their families on Medicare navigation
  • Winning together: Achieving cost savings and efficiency

Empowering Financial Well-Being Through Benefits

  • Reducing Financial Stress: Explore how targeted benefit programs can alleviate financial strain, leading to improved employee focus and productivity.
  • Enhancing Financial Literacy: Discover strategies to empower employees with tools and education for smarter financial decisions and long-term stability.
  • Aligning Financial Well-Being with Talent Strategy: Learn how integrating financial well-being initiatives can elevate your benefits offering to attract and retain top talent.

A Comprehensive Approach to Attract Talent & Optimize Human Capital Strategies

  • Why competition for financial and human capital is driving companies to a total cost strategy
  • How well-intentioned decisions in finance can inadvertently lead to challenges in HR—and vice versa
  • How “best practices” are repelling the best talent and hurting recruitment efforts
  • How to structure your medical plan to increase the value of benefits and reduce costs
  • How to “beat the system” by using your data in a way the industry cannot
  • Why the correlation between workers’ compensation and your health plan matters and how it impacts your total cost

When

Thursday, May 29th, 2025

1:00 PM – 3:30 PM

Where

Archer Hotel

3121 Palm Way, Austin, TX 78758

Tom Adamson, Director, Brown & Brown Absence Services Group

Tom Adamson, Director at Brown & Brown Absence Services Group, brings over a decade of leadership in providing Medicare and Social Security Disability solutions to organizations and individuals. With his expertise, Tom expertly guides clients through effective solutions that benefit both organizations and employees. His implementation of Medicare advocacy strategies within organizations and commitment to educating individuals and their families on Medicare navigation fosters a culture of empowerment and trust. Through collaborative efforts, Tom helps clients achieve cost savings and efficiency, providing employees and family members with a trusted dedicated Medicare and SSDI resource. His commitment to reducing risks and strengthening the financial well-being of his clients underscores his dedication to delivering beneficial services. Brown & Brown Absence Services Group serves as a trusted source of comprehensive solutions, providing support to organizations and individuals nationwide navigating Medicare and Social Security Disability Insurance (SSDI). Tom and his team simplify the Medicare experience and the SSDI application and approval process, driving positive outcomes through streamlined advocacy efforts.

Vincent Branchesi, National Director, Group Benefits, Center of Excellence, MetLife

Vincent Branchesi is an expert on the workforce and a leading voice of MetLife’s "Employee Benefits Trend Study." A recognized thought leader, Branchesi shares his thoughts and expertise on how employers can adapt and stay relevant to today’s evolving workforce, allowing them to attract, engage and retain the best talent. Prior to discovering his passion for the evolution of the workplace, Branchesi was part of the product strategy team at MetLife that helped grow their accident and health business while improving customized plan design capabilities. He has also overseen focused marketing efforts for some of the largest employee benefits brokerage and consulting firms in the United States. In addition, Branchesi is a past Chairman of LIMRA’s Workplace Benefits Advisory Board, an industry association of the largest group benefit carriers in the United States.

Dave Ross, Executive Vice President & Director of Underwriting Services

At Brown & Brown, David’s role is to provide guidance and leadership that fosters each office’s ability to satisfy their growth objectives. He is a key player in defining Brown & Brown’s macro initiatives and providing the vision, tools and education to support those objectives.

David’s secondary role is the Director of Underwriting Services, where his primary responsibilities include developing and maintaining financial tools and methodologies that improve clients’ ability to manage their employer-sponsored health plans effectively. His role keeps him actively involved in managing key accounts, representing more than 300,000 members.

Additionally, David acts as a national resource and the primary source of internal and external education and support regarding efficient health plan structure. He spends much of his time traveling around the country, educating consultants, employers and legislative bodies on the many counterintuitive and nuanced components of effective healthcare cost management.

Previously, David worked as an Underwriting Strategist at Blue Cross Blue Shield of Minnesota, where he designed pricing methodologies that satisfied Blue Cross Blue Shield’s strategic objectives. During his tenure, David acted as an internal liaison between actuarial, underwriting and sales and assisted with BCBS’s lobbying efforts to expand the HDHP marketplace. David earned his bachelor’s degree in finance at Minnesota State University, where he now periodically teaches statistics.