EXCHANGE x INFORM x APPLY - Amazon S3s3-us-west-2.amazonaws.com/lockton-corporate... · 2017 LOCKTON GLOBAL BENEFITS FORUM 5 Tuesday, May 16, 2017 Day Two Event Location 8:55 a.m

2 0 1 7 L O C K T O N G L O B A L B E N E F I T S F O R U M

Manila | May 15–16, 2017

EMPLOYEE BENEFITS IN A GLOBALLY CONNECTED WORLDEXCHANGE • INFORM • APPLY

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AGENDA

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HOTEL MAP

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SESSION DESCRIPTIONS

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SPEAKER BIOGRAPHIES

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ATTENDEE LIST

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INTERNET ACCESS

Complimentary WiFi is available in the hotel meeting rooms for Forum attendees.

WiFi Network: Peninsula Manila

Password: Spices2017

PRESENTATIONS

Registered attendees should have received an email explaining how to access Forum materials via ShareFile.

Once you have activated your account and set your personal password, you can return to the ShareFile folder using this URL:

https://goo.gl/yzV2jk

Welcome to the 2017 Lockton Global Benefits Forum. We’re glad you’re here and participating in this unique educational opportunity.

This year’s Forum will focus on Employee Benefits in a Globally Connected World, with general and breakout sessions covering the security, compliance, and financing challenges that face global HR professionals. The sessions are presented by multinational employers, international consultants, and leading global insurers. The Forum has been designed to allow you to network with presenters, sponsors, and other attendees. Face-to-face interaction with professional peers in the global space is a rare opportunity, and one that we think adds special value to this event.

For questions while you’re here, please see any member of the event staff or visit the Forum website at www.locktonglobalbenefitsforum.com.

Sincerely,

Andrew Merrilees Regional Head of Benefits—Asia Pacific Employee Benefits Welcome


Monday, May 15, 2017

Day One Event Location

9:00 a.m. Welcome and Forum Overview Conservatory

9:15 a.m. The Impact of Government and Finance on Income Gaps and Social Insurance Conservatory

10:15 a.m. Refreshment Break

10:45 a.m. Social Security Benefits Across Asian Countries Conservatory

11:45 a.m. Lunch & Learn Roundtable DiscussionsSee page 12 for Table Topics Upper Lobby

1:15 p.m. Strategies for Developing Markets in Asia Conservatory

2:15 p.m.Expansion and the Challenges of Small Groups in MultipleLocations (Panel Discussion)

Garcia Villa

Cross-Border Risks Conservatory

3:15 p.m. Refreshment Break

3:45 p.m. Mental Health—Does It Exist in Asia? Conservatory

4:45 p.m. Emerging Giants—China and India Conservatory

Business Travel Coverage Design and Medical Assistance for Traveling Employees Garcia Villa

5:45 p.m. Daily Wrap-Up Conservatory

6:00 p.m. Free Time

6:15 p.m.

Cocktails Upper Lobby

7:00 p.m. Dinner Rigodon Ballroom


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Tuesday, May 16, 2017

Day Two Event Location

8:55 a.m. Daily Overview Conservatory

9:00 a.m. Wellness and Work-Life Integration Conservatory

10:00 a.m. The Strategic Role of Benefits in the Total Employee Experience Conservatory

11:00 a.m. Refreshment Break

11:20 a.m. Good Governance and Translating Philosophy Into Successful Local Programs Conservatory

12:20 p.m. Lunch & Learn Roundtable DiscussionsSee page 12 for Table Topics Upper Lobby

1:15 p.m. The True Value of Expatriate Medical Coverage—How Do You Build Your Business Case? Conservatory

2:15 p.m. Are Pools Underwater? A Thought-Provoking Panel Discussion About the Future of Employee Benefits Pooling in Asia Conservatory

Managing Medical Utilization Costs—Telemedicine, Clinic Management, Wellness Garcia Villa

3:15 p.m. Refreshment Break

3:45 p.m. The US Benefits Perspective: Understanding Your US Colleagues Conservatory

4:45 p.m. Forum Wrap-Up and Closing Conservatory


8 x 12 x 1.5 STAGE

REGISTRATION

COFFEE, TEA, SNACKS

PODIUM

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10 pax

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THE RIGODON BALLROOM AND GARCIA VILLA / BALAGTAS / BALMORI

PRE-FUNCTION AREA: 9.5m Lx9.4m W Total: 88.93 sq.m Ht. elev. : 2.70 mts

RIGODON BALLROOM

AREA: 37.40m Lx16.85m W Total Area: 630.19 sq.m Ht. elev. : 3.70 mts

BALMORI AREA:8.35m Lx 10.67m W Total: 89.09 sq.m

BALAGTAS AREA:10.0m Lx 10.67m W Total: 106.70 sq.m

GARCIA VILLA AREA:8.50m Lx 10.67m W Total: 90.67 sq.m

Foyer

GARCIA VILLA

RIGODON BALLROOM

Hotel Map

GENERAL SESSION

AND BREAKOUTS

BREAKOUTS

DINNER

LOCKTON DESK


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Session DescriptionsDay One Title and Presenter(s) Description

GENERAL SESSIONS

9:15 a.m.Conservatory

The Impact of Government and Finance on Income Gaps and Social Insurance

Paolo Marini, Zurich

All around the world, employees’ welfare is evolving rapidly. Changes in labor markets, consequences of the financial crisis, and the constraints on the public purses of indebted nations all contribute to shape its future. These factors also contribute to an increase in the income gaps that arise through disability and old age retirement in both developed and developing countries.


Social Security Benefits Across Asian Countries

Honorable Atty. Emmanuel Dooc

One of the priority areas that was identified for the Asian Decent Work Decade at the 14th International Labor Organization (ILO) Asian Regional Meeting in 2006 was “extending the effectiveness and coverage of social protection for all, including workers in the informal economy.” How extensive is the current social security protection across Asia after more than a decade? How has this changed over time in emerging economies? What is the outlook for the next five to ten years?

1:15 p.m.Conservatory

Strategies for Developing Markets in Asia

Mark Kelly, Lockton Asia Pacific

In the era of faster growth expectations with leaner shared services, HR are looking for ways to achieve greater consistency and efficiency across geographies that share similar market features and challenges. Many companies are looking at options of a move from an individual country focus to a multicountry regional focus.

This session will share key considerations when developing your regional strategy. How do you achieve leverage when you have only small headcounts in many countries? How do you ensure that you are getting consistent levels of care and insurance coverage across the entire region?

You will also hear a case study of how one firm sought to regionalize its benefits program in Asia by exploring carrier, policy, and network leverage and consolidation strategies. Attendees are welcome to share their experiences as we discuss the opportunities and challenges of taking a regional benefits approach in developing markets.


Mental Health—Does It Exist in Asia?

Scott Montgomery, GlobeTrekker

Choo Kum Seng, Workplace Options

Dr. Mary Jean Villa-Real Guno, Home Health Care Placements

It doesn’t take an expert to accurately observe that mental health issues are highly stigmatized in Asian culture. In a global climate where plenty of countries are taking progressive strides to address the reality of mental health problems and how we deal with them, there is silence in Asia. That is, silence only broken when tragedies escalate to such heights that they cannot go unaddressed. This session will aim to give insight into what support is available and what companies offer their employees in more developed economies. We will also be exploring what role technology is playing and how data/analytics and gamification can help address this growing issue.


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Day One Title and Presenter(s) Description

BREAKOUT SESSIONS I

2:15 p.m.Garcia Villa

Expansion and the Challenges of Small Groups in Multiple Locations (Panel Discussion)

Grace Wong, Berkshire Hathaway

Noel Del Mundo, Misys

Melissa Ruchhoeft, Lockton Companies

Expanding a business into new countries brings significant and unexpected challenges surrounding hiring employees, obtaining benefits, and setting policies. Maintaining those employees in a competitive and compliant manner brings its own continuing set of challenges as operations and contracts face an evolving competitive and regulatory environment. Compounding this situation is the additional complication of an unfamiliar environment with limited local resources or understanding. This panel discussion will include HR perspectives on the hurdles and strategies to overcome them.


Cross-Border Risks

Derek Goldberg, Aetna

Emmy Navarro, Starr International Insurance

Cielo Marte Presas

The world is evolving, and with it trade and businesses are undergoing dramatic changes. Changes in government policy, demographics, and technology have resulted in the growth spurt that has eventually led to melting down of international boundaries and expansion in global outreach of products and services. Markets have opened up domestically and internationally, and now local products are competing with international products.

International business services are generally more restricted by local regulations than tangible goods, and this could expose multinational companies (MNCs) to certain risks when placing their insurance.

This session will discuss cross border risks for MNCs, what you should be aware of, and how you can mitigate them.

BREAKOUT SESSIONS II


Emerging Giants—China and India

Jerry Wang, Lockton China

Amjad Khan, J. B. Boda Insurance Brokers Pvt. Ltd.

China and India together are representing 60% of the population in Asia and 36% of the world. These two giant countries are having very different religions and cultures from the western world. Although they are developing countries, living costs in major cities, however, are surprisingly high. Recent research on expatriate packages shows that Mainland China has moved up to the second highest in the region. India is also among the most expensive countries.

This session will discuss the main cost drivers behind the benefits offered in these two countries, changing scenarios in the health insurance industry, emergence of employee benefits programs and the evolution of technology in simplifying services delivered to such a high-density pool.

4:45Garcia Villa

Business Travel Coverage Design and Medical Assistance for Traveling Employees

Maria Theresa Caraan-Abrahan, Insurance Company of North America, A Chubb Company

Homer Nepomuceno, Mondelēz

A relatively small percentage of employees travel on business for their employers, but they tend to be the most productive and highly compensated. While most trips pass without incident, employers have a financial, legal, and moral responsibility to take necessary steps to prepare their employees and provide critical financial security and resources to deal with losses that may occur. Obtaining medical services in an unfamiliar country is among the most stressful situations a traveling employee will face, and HR has a duty to ensure that appropriate travel medical and assistance is made available. This session will discuss best practices related to business travel coverage and benefit design, as well as travel medical and assistance services from prevention to response.

Session Descriptions


Session DescriptionsDay Two Title and Presenter(s) Description

GENERAL SESSIONS


Wellness and Work-Life Integration

Peter Crewe, AIA

This session will focus on the health and wellness of the working population and its correlations with the employee benefits trends in Asia. The session will explain how AIA Vitality, a science-backed wellness program, helps to create a clear impact on employee health and wellness and creates a range of organizational benefits driving a healthier, better, and happier workforce through benefits innovation.


The Strategic Role of Benefits in the Total Employee Experience

Ramon Segismundo, Meralco

Employee benefits are non-wage compensation provided to employees in addition to their usual income or salaries. These play an important role in the lives of employees as well as their families. This is the reason that the benefits companies provide are essential in an employee’s decision to work with an institution.

With the talent recruitment and retention being highly competitive and the number of new employees entering the workforce declining, employers are challenged to become even more creative in designing their benefits plans. Candidates and existing employees are slowly developing a keen eye on the total employee experience that companies deliver.

What is Total Employee Experience? How do you measure and enhance it in this modernized world? The value of employee benefits in the Total Employee Experience and its role in improving attraction and retention of employees will be the focus of this session.


Good Governance and Translating Philosophy Into Successful Local Programs

Elfren Sicangco Cruz, DBM, Lockton Philippines Insurance and Reinsurance Brokers, Inc.

Melissa Ruchhoeft, Lockton Companies

Good governance occurs with a focus on people and process. Our panelists will share their experiences in creating and refining global governance structures and processes that consider not only the what, where, when, and how but also the who. Presenters will also discuss how to translate those insights into successful local programs.


The True Value of Expatriate Medical Coverage—How Do You Build Your Business Case?

Lena Tsia, Cigna

Emma Bergin, Navig8

Natasha Crane, Lockton Singapore

The war for talent and increasing global mobility are two key challenges faced by HR professionals today. The same conundrum always crops up; how do we attract, retain, engage, and protect these key resources in a cost efficient manner?

An experienced and diverse panel will share key insights on how expatriate medical coverage could be the answer. The panel includes a plan sponsor, an advisor and a leading provider of global health insurance.

Hear real life stories. Navig8’s Regional HR Manager will share her 3yr journey from a misunderstood domestic medical plan through to today’s highly appreciated international medical plan. Cigna will share examples of how a well-constructed plan protects employees when they really need it.


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Day Two Title and Presenter(s) Description


The US Benefits Perspective: Understanding Your US Colleagues

Dana Cook and Nick Dobelbower, Lockton Companies

HR leaders in multinational companies often have the unusual experience of speaking the same language but not always finding it easy to understand one another. Culture certainly plays a role, but in the area of employee benefits, so does our domestic benefits frame of reference. Understanding the benefits perspective of our international colleagues not only enhances our technical understanding, it can also lead to better cultural understanding and new insights. In this session, we will explore the US benefits perspective, from the role of social security to the complex landscape of company-sponsored benefit plans. We hope that it will help you better understand the benefits perspective of your US colleagues and give you insights into what informs their approach to MNC benefit plans.

GENERAL SESSIONS I


Are Pools Underwater? A Thought-Provoking Panel Discussion About the Future of Employee Benefits Pooling in Asia

Ainsley Oliveiro, Generali

Jim Heng, Zurich

Ambra Debernardi, AIA

Keven Loh, Maxis

This session will feature a panel discussion of several case studies of pooling implementations and ongoing strategies. We will also discuss innovations in the pooling space.

2:15 p.m.Garcia Villa

Managing Medical Utilization Costs—Telemedicine, Clinic Management, Wellness

Rob Parker, Medgate

Tony Castillo, ActiveOne Health, Inc.

Dr. Williem Hoesen, Maxicare

How effective are medical utilization costs management strategies? There is an ever increasing emphasis on reducing costs and the availability of programs that are provided by health insurances or third party facilitated programs. This session will discuss the keys to successful cost containment strategies implementation ranging from employee communication and engagement, top management involvement and optimal use of available resources.

Session Descriptions


Lunch & Learn Roundtable Discussions

Table No. Topic Host(s)

MONDAY—11:45 A.M. TO 1:15 P.M.

1A practical approach to consolidating employee benefits plans in pools and captive programs

Zurich

2 Wearables and gamification for mental wellness engagement Globetrekker

3 International coverage and expertise with a local personalized touch Cigna

4 Health benefits, the key to attracting and retaining talent? Aetna

5 Start your journey to better health AIA

6 Craftsmanship Chubb

7 Breaking the spell of traditional healthcare Medgate

8 Optimizing customer experience through hi-touch and hi-tech service Intellicare

9 Employee assistance program: What does it mean? WPO

10 What does an employee benefits program look like across the region? Generali

11 Workplace wellness: UBER for healthcare Maxicare

12 What does a global pooling program do for a MNC? Maxis

TUESDAY—12:20 TO 1:15 P.M.

1 Can international programs be applied to employee benefits?" Zurich

2 International coverage and expertise with a local personalized touch Cigna

3 Health benefits, the key to attracting and retaining talent? Aetna

4 Start your journey to better health AIA

5 Craftsmanship Chubb

6 Breaking the spell of traditional healthcare Medgate

7 Optimizing customer experience through hi-touch and hi-tech service Intellicare

8 Employee assistance program what does it mean? WPO

9 What does an employee benefits program look like across the region? Generali

10 What does a global pooling program do for a MNC? Maxis

11 Workplace wellness: UBER for healthcare Maxicare

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Speaker Biographies

RHEA ABLANHead, Lockton Benefits GroupLockton Philippines

PRESENTATION:The Strategic Role of Benefits in the Total Employee Experience

Rhea Ablan has 24 years of professional experience handling key positions in employee benefits consulting, healthcare risk management, and insurance management. She began her career in the financial services sector before joining an insurance conglomerate, where she stayed for 11 years before entering the insurance broking industry. Rhea is a recognized consultant and specialist in the alignment and implementation of employee benefits programs for conglomerates and mergers and acquisitions. Her areas of expertise in employee benefits include global trends, program review and assessment, and benchmarking. She has led the benefit strategies of top multinational companies in the oil and gas business, manufacturing, gaming and entertainment, telco, and business process outsourcing (BPO) industry. Rhea is a Dale Carnegie Leadership Training graduate. She holds a B.A. in communication from the University of the Philippines, where she also completed courses in mathematics and actuarial science. Rhea has extensive training in leadership, risk management, and technical subjects.

EMMA BERGINSenior HR Executive and HR Business PartnerNavig8

PRESENTATION:The True Value of Expatriate Medical Coverage—How Do You Build Your Business Case?

Emma is a Senior HR Executive and HR Business Partner for Navig8, a fully integrated provider of shipping management services and the world’s largest independent pool and commercial management company. Emma is an advisor, coach, and mentor to the local leadership in addressing HR issues and in enabling business leaders to achieve their business strategy through appropriate HR interventions and in line with HR strategy and policy. She has extensive HR experience working in Europe and Asia. Emma holds a degree in business economics and a postgraduate diploma in HR management.


DR. ALVIN CABRALMedical Director for Employee Benefits GroupLockton Philippines

PRESENTATION:Managing Medical Utilization Costs—Telemedicine, Clinic Management, Wellness

Dr. Alvin Cabral is currently the Medical Director for Employee Benefits Group of Lockton Philippines. He is one of the key opinion leaders in the creation of products and services, medical utilization metrics analysis, and implementation of wellness initiatives for Lockton’s growing clients in the Philippines. He brings with him his 17 years of senior management experience in the healthcare industry in Indonesia, Canada, Singapore, and the Philippines. His areas of expertise include: À Medical Products Development. À Evaluating Medical Necessity, Appropriateness, and Efficiency in the use of Healthcare

Services. À Hospital and Clinic Operations Management. À Medical Utilization Management. À Healthcare Utilization Data Analytics. À Provider Network Expansion and Management. À Delivery of Health and Wellness Programs. À Clinical and Scientific Directorship.

He finished his bachelor and medical degree in the University of Santo Tomas in Manila, Philippines, and postgraduate studies in Canada and Australia. He also provides medical directorship support to the growing clients of Lockton’s regional office in Singapore.

MARIA THERESA CARAAN-ABRAHANSenior Assistant Vice President and Head of Corporate Accident and Health Insurance Company of North America (A Chubb Company)

PRESENTATION:Business Travel Coverage Design and Medical Assistance for Traveling Employees

Maria Theresa “Tess” Caraan-Abrahan is the Senior Assistant Vice President and Head of Corporate Accident and Health of Insurance Company of North America (A Chubb Company) in the Philippines. She is responsible for management and development of group accident and corporate travel Insurance business. Her focus is on expanding corporate distribution channels, in particular multinational and local brokerage partnerships and middle market to large corporate segments. Tess has a broad range of management experience encompassing underwriting, sales and marketing, product development, and relationship management across all employee benefits insurance products. Prior to joining Chubb in August 2016, she worked for AIG, Pioneer Allianz and Blue Cross Insurance holding various leadership and technical positions in the accident and health, global medical insurance, life, and HMO space.

ANTONIO S. CASTILLOCo-Founder and PresidentActiveOne Health, Inc.


Tony Castillo is a healthcare executive with over 15 years of professional experience in various strategic and operational aspects of ambulatory, occupational, and general employee healthcare management. Founder and operational head of ActiveOne Health, Inc, a health and wellness management company providing occupational health management and productivity-enhancement advisory solutions to multisectoral multinational clients. Tony provides executive oversight for the company’s growth from inception to over 1,800 medical staff in more than 250 corporate clinics managed nationwide with cumulative population base of over 350,000 employees. Responsibilities include general executive leadership for the company and key roles in sales and marketing, clinic operations, business development, and strategic planning. Previous professional involvement includes lead occupational health for Procter & Gamble Philippines and marketing and operations roles in leading healthcare service companies in the Philippines including Healthway Medical, Borough Medical, and Calamba Medical. Educational attainment includes an MS in occupational health from the University of the Philippines-Manila and a registered nurse.

Speaker Biographies


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DANA COOKAssistant Vice President, Global Benefits ConsultantLockton Companies

PRESENTATION:The US Benefits Perspective: Understanding Your US Colleagues

In her current role as a Global Benefits Consultant, Dana Cook leads a team of Associate consultants and analysts, working closely with Lockton Associates and multinational clients on all aspects of global employee benefits programs, from cross-border expatriate and business travel plans to compliant and competitive benefit programs for local populations. With an understanding of a client’s global benefits philosophy and strategic goals, Dana assists with the development, implementation, and ongoing support of a global benefits strategy. Prior to joining Lockton in 2011, Dana consulted with US clients on the design, implementation, and administration of their domestic benefits programs. Dana has over 20 years of industry experience and holds the Certified Employee Benefits Specialist and Global Professional in Human Resources designations.

NATASHA CRANEAssistant Vice PresidentLockton Singapore


Natasha has worked in the employee benefits industry for over eight years. She has worked for an independent financial advisory firm as well as global insurance brokers. While Natasha’s knowledge and experience spreads through group risk and domestic insurance within Singapore, her focus has been in the scope of international medical insurance for both individuals and group plans. In view of client service, Natasha has been account manager for a number of large multinational corporations both in the UK and Singapore. Her expertise spreads from all lines of employee benefits insurances, and she consults with each client to ensure they get the best solution specific to the needs of the company. Natasha provides support for program design, statistical analysis, and renewal broking and will serve as an advocate for her clients through negotiations with insurers.

Speaker Biographies


PETER CREWEChief Executive OfficerAIA Group Corporate Solutions

PRESENTATION:Wellness and Work-Life Integration

Peter Crewe joined the AIA Group in 1994 and was appointed Chief Executive Officer for AIA Group Corporate Solutions effective 1st August 2014. He began his career in the life insurance industry in 1988 at Crown Financial Management Ltd. and Swiss Life (UK) Ltd in 1992, focusing primarily on pension, managed fund, and employee benefits programs. From 1994 to 2002, Peter held various senior positions in the AIA Group. Peter was then assigned to Brunei as the Country Manager of AIA in 2002. He moved back to Hong Kong in late 2003 to take on an expanded regional role and responsibilities for annuities, pensions, and mutual funds. Effective 2004, Peter had regional responsibility for corporate pension, and he concurrently served as Senior Vice President and Managing Director of AIA Pension and Trustee Co. Ltd. which operates in Hong Kong and also served as Chief Executive Officer of American International Assurance Company (Trustee) Limited. Peter’s breadth of responsibility was subsequently expanded in 2008 overseeing Employee benefits and the distribution of AIA group individual life and savings products through brokers and independent financial advisors in Asia Pacific. In early 2010, he was assigned to AIA Financial in Indonesia as President Director and was then subsequently appointed as Chief Executive Officer, AIA Australia in December 2011, where he remained until his current assignment back in Hong Kong with Group Corporate Solutions.

ELFREN SICANGCO CRUZ, DBMChairman of the BoardLockton Philippines Insurance and Reinsurance Brokers, Inc.

PRESENTATION:Good Governance and Translating Philosophy Into Successful Local Programs

Serving in government during the administration of the late President Corazon C. Aquino from 1986 to 1991, Elfren Sicangco Cruz held various posts in a concurrent capacity. He was head of the Presidential Management Staff, Office of the President (Malacanang), Governor of the Metro Manila Commission, and board chairman of the Guarantee Fund for Small and Medium Enterprises and Southern Philippines Development Agency. He used to write a regular column in Business World.

A professor at the De La Salle University Graduate School of Business, he taught strategic management in its MBA program from 1992 until 2015. He was given the Most Outstanding Teacher Award in 2011.

Mr. Cruz finished secondary education in La Salle Bacolod and holds two degrees from De La Salle University Manila: BS business administration and BS social science. He has a master’s degree in business management from the Asian Institute of Management and holds a doctorate degree in business administration with distinction from the De La Salle Graduate School of Business.

He has written several books and publications and won the “2005 National Book Award” for Setting Frameworks. He was also awarded “Best Business Column” by the Catholic Mass Media Awards (CMMA) in 2006.

He has several business affiliations and consultancies primarily in the areas of family business, strategic management, and strategic planning. He is currently a regular columnist for “Breakthrough” in The Philippine Star and the Chairman of the Board of Lockton Philippines.

AMBRA DEBERNARDIHead of Multinational Business, Group Corporate SolutionsAIA

PRESENTATION:Are Pools Underwater? A Thought-Provoking Panel Discussion About the Future of Employee Benefits Pooling in Asia

Ambra Debernardi joined AIA Group in 2016 as the Head of Multinational Business, Group Corporate Solutions to focus on structuring and delivering AIA Regional solution propositions pertaining to employee benefits for MNC clients across Asia-Pacific. With over ten years’ relevant experience in the insurance industry and holding an MBA from the university of Liverpool, Ambra brings a wealth of knowledge and insights into servicing captive and pooling clients across the globe. Having spent the past 16 years in the APAC Region, Ambra has developed a thorough understanding of market dynamics and clients requirements, particularly in China where she was based for four years. Proficient in several languages, including Mandarin, Ambra is able to work across geographies and cultures to tailor solutions to meet local and regional objectives of clients.

Speaker Biographies


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NOEL DEL MUNDORegional Director of Human Resources-PhilippinesMisys Philippines Inc.

PRESENTATION:Expansion and the Challenges of Small Groups in Multiple Locations (Panel Discussion)

Noel heads a team of five associates for Misys. His key initiatives include pursuing both strategic and transactional HR initiatives in the areas of organization development, talent management, recruitment, learning and development, compensation, employee relations, and performance management. In addition, Noel focuses on continuous improvement in key HR functions (compensation, benefits, sourcing, hiring, etc.) aimed at reducing cost and achieving faster processing and better delivery. Other responsibilities include HR initiatives in career and succession planning, cultural transformation, and management development, leading organization development initiatives that embed the Misys cultural beliefs and values in the organization’s system, management style, strategy, skills and competencies, organization structure, and staffing.

NICK DOBELBOWER, PHDVice President, Intellectual Capital Practice Leader Lockton Global BenefitsLockton Companies

PRESENTATION:The US Benefits Perspective: Understanding Your US Colleagues

Business Travel Coverage Design and Medical Assistance for Traveling Employees

Nick Dobelbower works with clients to develop, implement, and support international employee benefits strategies. Nick has a broad professional and academic background, with extensive experience in international consulting and research and managing global relationships. He has expertise in local national benefit plans, multinational pooling, and expatriate and travel plans. He has presented at many professional conferences on international benefits topics and is a faculty presenter for the IFEBP Certificate in Global Benefits Management program. Nick began his professional career in the healthcare sector, worked as a consultant at the OECD, and has held faculty positions in French and Francophone studies at Duke University, Bucknell University, and Macalester College.

Speaker Biographies

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HONORABLE ATTY. EMMANUEL DOOCPresident and Chief Executive OfficerSocial Security System (SSS)—Philippines

PRESENTATION:Social Security Benefits Across Asian Countries

Atty. Emmanuel Dooc is responsible for the overall planning, organizing, directing, controlling, monitoring, and coordinating the activities of the SSS to achieve its overall objectives and targets. He is also responsible for defining the corporate vision, setting the tone, and cultivating values appropriate to the SSS as a civil service and a government financial institution.

Atty. Dooc earned his bachelor of laws degree from San Beda College in 1979 and became a tax lawyer at a leading auditing firm, SGV, before joining one of the country’s biggest insurers, Philippine American Life and General Insurance Company Group or Philam Life, eventually holding the positions of General Counsel and later Senior Vice President and Chief Compliance and Governance Officer. He also served for eight years as Vice President for Operations at the Hong Kong office of a leading foreign insurer, American International Assurance.

In 2011, he was appointed by then President Benigno S. Aquino III as Acting Insurance Commissioner. When Republic Act No. 10607, otherwise known as the Revised Insurance Code of 2012, was enacted, Atty. Dooc tendered his resignation to give the President a free hand to appoint a new Insurance Commissioner. However, President Aquino reappointed him for a fresh term of six years on December 4, 2013.

An Honorary Insurance Commissioner of the state of Louisiana, USA, in 2015, Atty. Dooc was also selected as the recipient of the Department of Finance’s Baldomero B. Aguinaldo award for 2016 for his pioneering leadership in the field of insurance, in ensuring that millions of Filipinos are secured by inclusive, quality coverage resulting in expanded insurance penetration.

DEREK GOLDBERGManaging Director, Southeast Asia & Hong KongAetna International

PRESENTATION:Cross-Border Risks

Derek Goldberg is responsible for developing Aetna’s business throughout the Southeast Asia region. He joined Aetna in 2006 as Director of Business Operations. In 2008, he relocated from Aetna’s Hartford, Connecticut, headquarters to Hong Kong, where he led the integration of the Asia Pacific operations of Goodhealth Worldwide after Aetna acquired the company. In 2010, he relocated to Singapore to establish Aetna’s office as a regional hub for development of Southeast Asia. Since 2011, he has led the expansion of Aetna’s presence in the region from two countries to six through a combination of organic and inorganic growth.

MARY JEAN VILLA-REAL GUNO, MD, MBA HEALTH MANAGEMENTPresident and Chief Executive OfficerHome Health Care Placements, Inc.

PRESENTATION:Mental Health—Does It Exist in Asia?

Dr. Mary Jean Guno established Home Health Care Placement, Inc., to address the emerging manpower needs in the healthcare industry.

Her vision for the company is to provide a network and capability to provide healthcare professionals for various projects in major cities in the Philippines. Dr. Guno has accomplished this through the use of the case management system whereby a dedicated case manager sees to it that all client needs are satisfied from selection, to hiring, to maintenance and evaluation.

She has extensive experience on healthcare management including healthcare policy grounding, healthcare services delivery, and financial management.

Dr. Guno obtained her medical degree from the University of Santo Tomas Faculty of Medicine and Surgery. She was then conferred with a master in business administration – health at the Ateneo de Manila Graduate School of Business in 2006.

Speaker Biographies


19

JIM HENGHead of Business Development, AsiaZurich Global Employee Benefits Solutions

PRESENTATION:Are Pools Under Water? A Thought-Provoking Panel Discussion About the Future of Employee Benefits Pooling in Asia

Jim Heng currently oversees global employee benefits solutions for Zurich in the Asia Pacific region and has more than 20 years of experience in the insurance industry. He gained his initial employee benefit experience in Singapore, having spent nearly 10 years there before moving to cover the Asia Pacific region. Using his extensive experience on employee benefits, he works with HR professionals and risk managers in implementing solutions for their global employee benefits for Asian multinational corporations.

DR. WILLIEM HOESENHead of Business DevelopmentMaxicare Healthcare Corporation


Dr. Hoesen is the Business Development Head of Maxicare Healthcare Corporation. For more than 18 years, he has worked in Indonesia, USA, Singapore, and now in the Philippines, with extensive experience in insurance, product development, distribution, underwriting, and claims, as well as healthcare management. He was trained as a general medical practitioner at Airlangga University, Indonesia, and holds a masters in health administration from the University of Southern California, USA. In Singapore, he was the Chief Medical Officer of Aviva Insurance, Vice President for Underwriting and Operations of Great Eastern Insurance, and Vice President for medical business development of Swiss Reinsurance, South East Asia.

Speaker Biographies


Speaker Biographies

AMJAD I KHANCountry Head—Employee Benefits Business GroupJ. B. Boda Insurance Brokers Pvt. Ltd.

PRESENTATION:Emerging Giants—China and India

Amjad Khan’s primary responsibilities include structuring and developing the employee benefits business vertical across the country and making it a profitable business unit for J.B. Boda Insurance Brokers Pvt. Ltd. Building Corporate Wellness Solutions Pan India and building upon the technology service framework for corporates. Amjad brings 14+ years of experience, with more than a decade in the employee benefits practice in India. He has been actively involved in the evolution of technology as a great value add and the emergence of wellness solutions in India for the benefits requirement for corporations. His experience has been instrumental in building up a strong service framework for his company, making them one of the best in the benefits space in India. He has also worked with reputable financial services groups in India like the ICICI, Birla, Shriram & Karvy for their corporate insurance business. Underwriting employee benefits portfolio, business development strategies, financial planning service, corporate sales, key account management, developing multiple locations, mentoring Corporate sales teams are his core areas of strength.

MARK KELLYSenior Vice President, Employee BenefitsLockton Asia Pacific

PRESENTATION:Strategies for Developing Markets in Asia

Cross-Border Risks

Mark Kelly is based in Singapore and has more than 12 years of experience providing strategic advice and relationship management to multinational companies globally, as well as driving significant sales growth across multiple geographies. Before joining Lockton, Mark worked for Aon Health & Benefits Asia Pacific. Prior to Aon, Mark gained work experience across a number of sectors including digital, insurance, and banking. Mark is also a former Great Britain international cyclist.

JULIE LAWSenior Vice President, Employee BenefitsLockton Greater China


Julie Law joined Lockton in 2009 and currently is the Head of the Employee Benefits team that manages all local and international accounts from Lockton offices and Lockton Global. She leads Hong Kong and China employee benefits teams to formulate business development strategies and to provide service on all lines of employee benefits-related insurance, including group and individual clients, covering voluntary employee benefits,pension, medical, life, travel, etc. Since 2005, Julie has held managerial positions at leading insurance companies and medical services organizations. Prior to that, she held senior marketing positions at a leading telecommunication company for over 10 years. Julie is well experienced in business project development and marketing in service-oriented industries. Apart from core broking services, she focuses on review and development on the ever-changing employee benefits schemes for Lockton clients.

Keven Loh

MAXIS Global Benefits Network, Relationship Manager – Asia Pacific Keven joined MAXIS GBN in 2013 and is based in Hong Kong. He has more than six years’ experience in Employee Benefits. His broad experience includes talent management, merger and acquisitions, workforce planning and employee engagement. Prior to joining MAXIS GBN, Keven held various HR positions in the industries of hospital and healthcare, pharmaceuticals, and gas/power/utilities in the US. Keven has significant experience in managing projects and assisting employers in developing their Employee Benefits roadmap to offer the right solutions to various stakeholder groups in an organisation, including Human Resources, Finance, Marketing and Procurement. Keven has the experience to think as an employer and providers, enabling him to align successful and effective approaches for the ideal employee benefits programme. Keven is a graduate from the University of Nebraska. He holds a Master’s degree in Business Administration specialising in Healthcare. He also has a Bachelor’s degree in Industrial Engineering.

KEVEN LOHRelationship Manager—Asia PacificMAXIS Global Benefits Network


Keven joined MAXIS GBN in 2013 and is based in Hong Kong. He has more than six years of experience in employee benefits. His broad experience includes talent management, mergers and acquisitions, workforce planning, and employee engagement.Prior to joining MAXIS GBN, Keven held various HR positions in the industries of hospital and healthcare, pharmaceuticals, and gas/power/utilities in the US. Keven has significant experience in managing projects and assisting employers in developing their employee benefits roadmaps to offer the right solutions to various stakeholder groups in an organization, including human resources, finance, marketing and procurement. Keven has the experience to think as an employer and provider, enabling him to align successful and effective approaches for the ideal employee benefits program. Keven is a graduate of the University of Nebraska. He holds a master’s in business administration, specializing in healthcare. He also has a bachelor’s degree in industrial engineering.


21

PAOLO MARINIDirector Global Customer & Distribution Management, Corporate Life and PensionsZurich Insurance Company Ltd.

PRESENTATION:The Impact of Government and Finance on Income Gaps and Social Insurance

Paolo Marini began his insurance career in 1990 at the head office of Generali after his service as an officer in the Italian Customs and Duty police corps. During more than 20 years with the Generali group, Paolo held several positions managing corporate client relationships and sales and management in Italy, the US, Hong Kong, and Belgium. Lastly, as director he was responsible globally for sales, marketing, and communications in the employee benefits network. In January 2011, Paolo joined Zurich as Global Head of Customer Management for Corporate Life and Pensions (CLP), with the mandate to develop the customer management function across CLP and strengthen the cooperation with general insurance. Paolo’s main areas of expertise include multinational pooling, employee benefits captives, domestic and international pension, and protection solutions. In addition, Paolo contributes actively to the group’s thought leadership agenda on issues ranging from income protection to aging and demographics and the changing nature of today’s workplace.

ANDREW MERRILEESRegional Head of BenefitsLockton Asia Pacific

PRESENTATION:General Session and Global Forum Host

The Impact of Government and Finance on Income Gaps and Social Insurance

Mental Health—Does It Exist in Asia?

Andrew has over 20 years working in the insurance industry sector specializing in employee benefits. Andrew has worked for both global and local medical insurers. Andrew has also spent a number of years working for global broking/consulting firms. Over this time Andrew has developed an ability to understand your business needs and translate those needs into viable business solutions and benefits programs. Andrew was approached to lead Lockton’s regional employee benefits business across Asia Pacific. He saw this as an opportunity to grow a business with a company that wants to focus on clients not shareholders. He sits on the Lockton International Employee Benefits leadership group, providing a link between Asia and Lockton’s global business.

Speaker Biographies


SCOTT MONTGOMERY Founding CEOGlobetrekker Challenge

PRESENTATION:Mental Health—Does It Exist in Asia?

Scott has always gravitated toward health and performance. He has been a nationally ranked tennis player in NZ, New Zealand’s youngest black belt in Tae Kwon Do (1990), and a state cross-country champion. His bachelors degree in exercise physiology was inevitable. Initially training elite athletes (including NZ’s All Black Rugby Captain Tana Umaga), Scott completed post-graduate training in NLP and Bowen Therapy in search of the x-factor for his clients and patients. In 2006, Scott turned to running a business – he moved to Australia and co-built Australia’s largest workplace health company, exits after building it to in excess of 100 staff. Scott and his business partners then reformed to build a more scalable business, Globetrekker Challenge, which Scott relocated to Singapore to grow. Since then, Scott has been invited as keynote speaker and panelist across Australia, Singapore, California, and Spain. He’s led the formation of Globetrekker’s Global Expert Panel, holding some of the worlds most recognized industry specialists from Canada, USA, Singapore, and Australia. Scott’s personal mission continues to be to improve the world’s global suicide rate—which currently sits at one self-initiated death every 40 seconds.

EMMY NAVARRO Head of Sales—HealthcareStarr International Insurance Philippines Branch


Emmy Navarro is the Head of Sales—Healthcare for Starr International Insurance Philippines Branch. In this role, Emmy is responsible for developing the Starr Aetna healthcare business in the Philippines. Previously Emmy worked for Marsh Philippines Inc. During her 25-year career with Marsh, she held a variety of roles and responsibilities in healthcare, benefits risk consulting and broking, as well as implementing flexible benefits and health and wellness programs for various clients. Her most recent role was a business leader of the health and benefits business. Emmy is a graduate of the University of the Philippines with a bachelor’s degree in mathematics

Homer Nepomuceno is currently the Regional Compensation and Benefits lead at Mondelez Business Services. He has been in the HR Shared Services profession for over 15 years supporting multinational

companies in different industries like FMCG, BPO and Professional Services. He has specialized in Compensation & Benefits design and operations. Experienced in providing consultative services to clients that provides compensation analysis aimed at maintaining market competitiveness, equity and retention. Over the years, he has gained solid experience in off shore process migration and transformation, operations management, implementing measurement systems and business controls requirements. He is also exposed in global best in class practices in Compensation and Benefits structure, Six Sigma, process improvement and skilled in developing of high performance teams

HOMER NEPOMUCENO Compensation & Benefits HeadMondelēz International

PRESENTATION:Business Travel Coverage Design and Medical Assistance for Traveling Employees

Homer Nepomuceno is currently the Regional Compensation and Benefits lead at Mondelez Business Services. He has been in the HR Shared Services profession for over 15 years, supporting multinational companies in different industries like FMCG, BPO and professional services. He has specialized in compensation and benefits design and operations. Experienced in providing consultative services to clients that provide compensation analysis aimed at maintaining market competitiveness, equity and retention. Over the years, he has gained solid experience in off-shore process migration and transformation, operations management, implementing measurement systems, and business controls requirements. He is also experienced in global best-in-class practices in compensation and benefits structure, Six Sigma, process improvement and skilled in developing of high performance teams

AINSLEY OLIVEIRO Director, Asia Pacific, Global Employment BenefitsGenerali Employee Benefits


Ainsley Oliveiro joined Generali in 2006 and has more than 30 years of experience in employee benefits. He began his career with China Underwriters Pte. Limited, which was the first GEB network partner in Singapore. He has also worked at various insurance corporations. Originally from Singapore, Ainsley is an Affiliate of the Australian Insurance Institute (AAII).

ROB PARKERPresidentMedgate Philippines


Mr. Robert Parker is the President and Chief Executive Officer of Medgate Philippines. Medgate is the leading international provider of telemedicine, with operations in Switzerland, India, the Middle East, Australia, and now the Philippines. Robert launched Medgate Asia in late 2014, bringing the Medgate business to third-world markets for the first time in Medgate’s 17-year history. Medgate Philippines employs in-house physicians to deliver medical consultations over the phone and video. Medgate Philippines has 6 HMO/medical insurance customers in the Philippines and has close to 1 million members enrolled in the service after one year of operation.

Speaker Biographies


23

CIELO MARTE PRESAS Human Capital Expert in Compensation and Benefits and Consultant for Business Start-ups and Mergers


Cielo has worked in various multinational businesses managing HR start-ups, mergers focusing largely on change management. Coming across from manufacturing to shared services, she is totally engaged in the various facets of HR with a major focus on compensation and benefits and labor relations.

MELISSA RUCHHOEFTVice President, Technical Consulting Lead, Lockton Global BenefitsLockton Companies

PRESENTATION:Expansion and the Challenges of Small Groups in Multiple Locations

Good Governance and Translating Philosophy Into Successful Local Programs

Melissa Ruchhoeft recently joined Lockton as a Senior Consultant for client engagements. She also supports the Global Benefits team with complex project work and significant client deliverables. Melissa was previously at Gallagher Benefit Services where she was the Area Vice President, Multinational Technical Consulting Unit. Before that, she was the Vice President, Technical Services, at IBIS (2002-2012) until they were acquired by Gallagher in 2012. Melissa graduated with a BA in Philosophy from Wellesley College, and a JD from the University of Wisconsin Law School.

RAMON SEGISMUNDO Senior Vice President and Head, Human Resources and Corporate ServicesMeralco

PRESENTATION:The Strategic Role of Benefits in the Total Employee Experience

Mr. Segismundo is the Chief Human Resources Officer of Meralco. He is also the President and Trustee of Meralco Power Academy, Chairman of Customer Frontline Solutions, Inc., and the elected President of People Management Association of the Philippines (PMAP) for the year 2017. He is a Board Trustee of One Meralco Foundation, Inc., Meralco Pension Fund, Loyola Meralco Sparks FC, and the UP Engineering Research and Development Foundation, Inc. He is a member of the Board of Directors of Meralco Industrial Engineering Services Corporation, CIS Bayad Center, Inc., Miescorrail, Inc., and General Electric Philippines Meter & Instrument Company, Inc. He served as the 2013-2014 Chairman of the Board of the Philippine Basketball Association and was a PBA Governor representing Meralco Bolts from 2010-2014.

Mr. Segismundo holds a Bachelor of science degree in Industrial Engineering and completed his masters in business administration, both at the University of the Philippines. He is currently taking up his PhD in business (general management) at the Singapore Management University (SMU). While in the US, he was a member of the Society of Human Resources Management and acquired Senior Professional in HR (SPHR) and Global Professional in HR (GPHR) certifications.

He has over 30 years of experience as and Asia Pacific/International human resources executive and business consultant in Singapore, United Kingdom, United States and the Philippines for major global companies such as GlaxoSmithKline, Arthur Andersen/Sycip Gorres Velayo & Co., Wyeth Pharmaceuticals, SmithKline Beecham and Sterling Winthrop. Since returning to his home country in 2010, he has helped Meralco achieve PMAP Employer of the Year (2012-2013), Asia CEO Top Employer (2012), Singapore-based Asian Human Capital Awards (2013) honors, and the People Program of the Year Award by PMAP (2015).

Speaker Biographies


CHOO KUM SENGDirector of Business Solutions, APACWPO

PRESENTATION:Mental Health—Does It Exist In Asia?

Choo is a certified Workplace Health Promotion (WHP) consultant by the Health Promotion Board (HPB, Singapore) and helps organizations design, implement, and advises them on employee well-being and Crisis Intervention solutions. They include Government Agencies, Pharmaceutical companies, Insurers, Banks, High tech firms and the Oil & Gas industry in the Asia Pacific region. He works with Workplace Options (WPO), one of the world’s largest provider of Employee Support Services (headquartered in Raleigh, North Carolina-USA), that serves more than 53 million employees in over 78,000 organizations worldwide. Choo is based in WPO’s APAC HQ in Singapore.

NADPORN SRILERTDirector, Employee BenefitsLockton Wattana Insurance Brokers (Thailand) Ltd.

PRESENTATION:Strategies for Developing Markets in Asia

Khun Nadporn brings a wealth of experience having worked with several international companies in sales and marketing. He has invaluable experience in marketing commercial and industrial products, financial products, and real estate.

He started his first insurance career with New Hampshire Insurance (AIG) as Accident & Health Manager and Head of Agency Department for four years before joining Lockton Wattana in August 2002 as Director of Affinity and Personal Lines Department. In April 2010, he took up a new challenge to gain more experience with insurance companies before rejoining Lockton Wattana in February 2014 as Head of Employee Benefits Department.

LENA TSIA Chief Executive Officer, SingaporeCigna Corporation


Lena Tsia is CEO, Singapore for Cigna Corporation. Appointed to the role in 2015, Lena is responsible for overall management of the business and has steered Cigna in becoming the leading global health solutions company in Singapore. In 2016, under her leadership, Cigna was awarded the Gold Medal in the Human Resource Director Employer of Choice. Prior to joining Cigna, Lena held increasingly senior roles in AIA and Prudential Assurance Singapore in the domestic employee benefits arena. Her credence to customer excellence has led to her success in achieving unparalleled customers loyalty as well as impressive business growth within the organization. Lena began her career in the actuarial field and has been awarded an Associateship from the Society of Actuaries. Lena was born and grew up in Mauritius and became a Singaporean citizen in 1999. She obtained her bachelor of science degree from the University of Calgary, Canada, majoring in actuarial science and statistics.

Speaker Biographies


25

VICTORIO C. VALLEDOR President & CEOLockton Philippines Insurance & Reinsurance Brokers, Inc.

PRESENTATION:Social Security Benefits Across Asian Countries

Vic, considered by many to be a pillar in the Philippines’ insurance industry, has been perfecting his craft for nearly half a century. In that span of time, he has held various executive positions with international companies like AIG Philippines (then Philamgen Insurance Co.), Jardine Davies Insurance Brokers, and Citicorp Insurance Brokers. He founded Lockton Philippines Insurance & Reinsurance Brokers, Inc. (then NHV Insurance Brokers) in 1994, and till this day, continues to be its President and CEO, steering it to being among the top broking outfits in the country. He believes in the importance of continuous learning for himself, his associates, and clients. So while he earned his bachelor’s degree in 1967 from the University of Santo Tomas, he has since then taken up seminars and post-graduate courses from the likes of Princeton University, Asian Institute of Management, and Harvard Business School. Vic was also President for the Association of Insurance Brokers of the Philippines, and currently holds Directorships at DBP Insurance Brokers, Inc., CRMI Asia Pacific, Inc., and Direct Link Insurance.

JERRY WANG Senior Vice President, Employee BenefitsLockton China


Jerry obtained his master’s degree from Shanghai University of Finance and Economics. He has over 18 years of experience in the insurance industry, starting with AIG and moving into the broking side in HSBC before he joined Marsh. Prior to joining Lockton, he was a Director of JLT on employee benefits. Jerry has substantial experience in developing and servicing benefits programs for multinationals as well as large local corporations. Jerry is now leading employee benefits business in Lockton China.

GRACE WONGVice President, Human Resources, AsiaBerkshire Hathaway Specialty Insurance

PRESENTATION:Expansion and the Challenges of Small Groups in Multiple Locations (Panel Discussion)

Grace Wong is presently with Berkshire Hathaway Specialty Insurance as the Vice President, Human Resources, for Asia since 2015. She actively performs the role of the trusted advisor in people and talent management to senior management. Prior to BHSI, she has held international executive HR leadership positions at multinational companies including Apple Computer, AIG, and HAVI Group. Grace earned her bachelor of social science and MBA from the Chinese University of Hong Kong.

Speaker Biographies

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To be the worldwide value and service leader in insurance brokerage, risk management, employee benefi ts, and retirement services

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To be the best place to do business and to work

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Documents

EXCHANGE x INFORM x APPLY - Amazon S3s3-us-west-2.amazonaws.com/lockton-corporate... · 2017 LOCKTON GLOBAL BENEFITS FORUM 5 Tuesday, May 16, 2017 Day Two Event Location 8:55 a.m