The National Labor & Management Conference | February 16-21, 2012 | 1

The National Labor & Management Conference | February 16-21, 2012 | 1

Special Thanks to our Event & Major Sponsors

A&E Group Health Solutions Allergan, Inc.

Armao, Costa & Ricciardi, CPAs, P.C.

Broadreach Medical Resources, Inc.

Capital District Physician’s Health Plan (CDPHP)

Cohen Milstein Sellers & Toll PLLC

CSSC Investment Advisory Services, Inc.

Flagship Sails Rx

Hamilton Lane

JP Morgan Asset Management

LifeLock

Medco Health Solutions, Inc.

Milberg LLP

Morgan Stanley Smith Barney

OncoMed

Pinnacle Care

Pitta & Giblin LLP

Pitta Bishop Del Giorno & Giblin LLP

Pyramis Global Advisors

SXC Health Solutions

TD Bank

The Berman Group Inc.

The Segal Company

ULLICO, Inc.

Wellness Indicators


Conference 2012 Exhibitors

A&E Group Health Solutions

A&S Financial Services

Allergan

Amalgamated Bank of New York

American Health Holding

American Podiatric Medical

Association

Broadreach Medical Resources

Capital District Physician’s Health

Plan (CDPHP)

Cohen Milstein Sellers & Toll PLLC

Davis Vision

EmblemHealth

Empire BlueCross BlueShield

Envision Pharmaceutical Services

Fans for the Cure

Financial Network

Flagship Sails Rx

Hamilton Lane

HCC Life Insurance Company

Inetico, Inc.

Janus Capital Group

JP Morgan Asset Management

LifeLock

MagnaCare

Medco Health Solutions, Inc.

MetLife Resources

Milberg LLP

MVP Health Plan

OncoMed

Part D Advisors

Pinnacle Care

ProAct, Inc.

Pyramis Global Advisors

Scott & Scott LLP

Stat Doctors

SXC Health Solutions

The Segal Company

ULLICO Inc.

Wellness Indicators

Winston Financial Services


The 35th Annual National Labor & Management Conference is a program of NLMC, Inc.

NLMC Certificate Series

The National Labor & Management Conference offers subject-specific certificates which may enhance your professional qualifications. These continuing education hours can be presented to your accrediting agency for credit (awarded at the discretion of the association).

Sessions marked with “1” required for Health & Welfare Certificate.

Sessions marked with “2” required for Pension Fund Certificate

Sessions marked with “3” required for Certificate in Labor/Management Strategies


35th Annual Conference, February 16-21, 2012

Westin Diplomat Resort & Spa, Hollywood, Florida

Agenda 2012

Thursday, February 16, 2012

3:00–6:00 pm Conference Check-in & Registration; Exhibitor Set-up

5:30-7:30 pm An Evening Cocktail Reception in the Grand Ballroom Foyer Sponsored by Armao, Costa & Ricciardi, CPAs, P.C.

Cohen Milstein Sellers & Toll PLLC Pitta & Giblin LLP Pitta Bishop Del Giorno & Giblin, LLC

Friday, February 17, 2012 7:30-8:30 am Sunrise Breakfast Buffet in the Grand Ballroom East

Sponsored by Broadreach Medical Resources, Inc. OncoMed

8:20 am Opening Remarks (Grand Ballroom West)

Louis L. Levine, NLMC Chairman

William Raisch, NLMC Director

Welcome Remarks from Breakfast Sponsor: Burt Zweigenhaft, OncoMed


8:45 am (3) Keynote Address: Growing and Sustaining Jobs

In a time when organized labor is under attack, the best way to protect those union jobs is to ensure union labor is integral to the success of the organization. Mark McManus shares his insights on growing jobs through collaboration and increasing U.S. exports.

Mark McManus, General Secretary-Treasurer, United Association of Plumbers and

Pipefitters

9:15 am (3) Growing Jobs Through Partnering and Coalition-Building Ensuring your members’ place in the job market requires partnership between Labor and Management. Experts in job growth discuss the critical steps for forming these successful coalitions.

Amy Kaslow, Senior Fellow, Council on Competitiveness

Mark McManus, General Secretary-Treasurer, United Association of Plumbers and

Pipefitters

Bill Raisch, Fellow, United States Chamber of Commerce National Chamber Foundation

10:45 am (2) Trends in Financial Crime and How to Avoid Becoming a Victim This discussion made possible by Financial Network

The game is always changing and the threat posed by corporate and securities fraud is always adapting to new environments. This session will focus on how to spot irregularities and prevent fraud in your organization.

David Nanz, Supervisory Special Agent, Federal Bureau of Investigation (FBI)

Tom Blaney, O’Connor, Davies, Munns & Dobbins, LLP

11:15 am (2) Economic Update 2012: Looking at Where We Are, How We Got There and Where We

May Be Headed.

Rebecca Patterson, Managing Director and Chief Markets Strategist, J.P. Morgan Chase

11:45 am (2) The Need to Re-Examine The Investment Process To Produce Results That Both Management and Labor Can Agree On Finding a “common ground” solution to the continuing underfunding crisis is an increasingly

important need in both Taft-Hartley and Public Plans, as is a need to move from the “prudent person” standard to a “best practices” standard. It is important to understand how the “prudent person” standard has become a barrier to improved investment performance, and that while “best practices” are always prudent, what might satisfy the “prudent person” standard aren’t always “best practices.”

Eric Smith, Chairman & CEO, CSSC Investment Advisory Services, Inc.

12:30 pm Lunch (at your own discretion)


2:00-5:00 pm Optional Small Group Breakouts and Meetings with Presenters

Saturday, February 18, 2012

7:30-8:30 am Sunrise Breakfast Buffet in the Grand Ballroom East Sponsored by Allergan

8:30 am Welcome from Breakfast Sponsor: Matthew Lustig, Managed Markets Specialist, Allergan 8:45 am (1) Keynote Address: Health System Reform in Year Two: Where Are We Now?

An update on AMA advocacy efforts to shape national health system reform, Medicare reform, new health care delivery systems such as accountable care organizations and medical liability reform. Also discussed will be how these changes impact business and local and national economies.

Peter W. Carmel, MD, President, American Medical Association

9:15 am (1) The State of American Health Care The leaders of Health Care in America highlight the key challenges we face in the coming year. Peter W. Carmel, MD, President, American Medical Association

Louis L. Levine, Conference Chair, President, NY College of Podiatric Medicine

Ken Raske, President, Greater New York Hospital Association

Michael King, DPM, President, American Podiatric Medical Association

Ben Geyerhahn, Director of Special Projects, Small Business Majority

10:30 am (1) Gearing Up for Healthcare Reform & Its Effects on the Multi-Employer Market

How will healthcare reform directly and indirectly impact Multiemployer funds? What are funds doing now to prepare? What are potential impacts on members and dependents? What is on the horizon: exchanges, eligibility requirements and excise tax?

Andrew Sherman, The Segal Company

11:00 am (1) An Ounce of Prevention: Understanding and Monitoring Risk Factors for Chronic Illnesses Simple steps that can make all the difference in your member’s health and health care costs.

Dennis Callewaert, PhD, Founder and Chief Science Officer, Wellness Indicators


11:30 am (1) Controlling Health Care Costs Take note of how these medical trends can generate great savings for your members.

Cutting Emergency Room Visits Through Tele-Medicine

Tele-Medicine is a cost-cutting trend in patient care e-health services, where patients are provided anytime/anywhere access to ER physicians via the internet or phone. This presentation will overview the scope of such services and present case studies with highlights of patient experiences and resulting cost savings.

o Alan Roga, MD, Stat-Doctors

Claims Recapture & Audit Program

Why pay hospital bills that may be questionable without first having them reviewed? It is in a plan’s best interest, as well as its members, to have these bills analyzed. Compliance Review, prior to payment, is a line by line review and comparative analysis of the UB-04, CMS 1500, and itemized statement to identify illegal charges, non-compliant billing techniques based on conflicts with Social Security Act, Code of Federal Regulations, Uniform Billing Act, CMS, the False Claims Act, CCI and/or AMA coding guidelines. Statistics show audits of medical records can recapture 17% to 49% of incorrectly billed charges by implementing a compliance review with a traditional medical record audit.

o John Zanotti, United Labor Benefits

Patient Advocacy

o Miles Varn, MD, Chief Medical Officer, Pinnacle Healthcare

12:30 (3) An Identify Theft Primer Identity theft has been the number one consumer complaint received by the Federal Trade Commission for the past nine years in a row. It costs businesses billions of dollars in lost time, wasted resources, and legal fees. This presentation explores identity theft protection for your organization and members.

Will Marling, Executive Director, National Organization for Victim Assistance (NOVA)


9:00 pm – Saturday Night Party, Celebrating the Sounds of Brazilian Jazz featuring Rose Max and Ramatis; Crystal Room off the Diplomat Lobby 12:00 am Sponsored By A&E Group Health Solutions LifeLock Wellness Indictors Pinnacle Care Flagship Sails Rx


Sunday, February 19, 2012 No Sessions – Enjoy Your Day Off!

Monday, February 20, 2012

7:30-8:30 am Sunrise Breakfast Buffet in the Grand Ballroom East Sponsored by CSSC Investment Advisory Services, Inc.

8:30 am Welcome Remarks from Breakfast Sponsor, Eric Smith, Chairman & CEO, CSSC Investment

Advisory Services, Inc. 8:45 am (3) Keynote Address: The State of Our Unions

R. Thomas Buffenbarger, International President, International Association of

Machinists and Aerospace Workers

9:15 am (2,3) Partnering With Government: Public Infrastructure Investment – The New York State Initiative Join this esteemed panel for a discussion of Regional Infrastructure Investment and the

ability to grow long-term jobs.

Lou Coletti, President & CEO, Building Trades Employers’ Association of New York

Gregory Floyd, President, International Brotherhood of Teamsters Local 237

Vincent Pitta, Partner, Pitta & Giblin, LLP; Pitta Bishop Del Giorno & Giblin, LLC

Thomas J. Mackell, Jr., Chairman, United Benefits and Pension Services , former

Chairman, Federal Reserve Bank of Richmond

Andrew Irving, Independent Fiduciary Services, Inc.

10:45 am (3) Getting Control of Hot Button Labor & Employment Issues Texting. Tweeting. Friending. Blogging. Keeping up with the latest technology is itself no

easy task, let alone its emerging impact on workplace law. From online recruiting and "textual" harassment, cyber bullying and electronic data security, the increasingly complex virtual world presents employers with continually evolving real-world legal risks. Join us to explore a wide range of digital age issues affecting the workplace as we address the latest, most significant developments in labor and employment law.

Evan Rosen, Epstein Becker


11:15 am (3) Arbitration 2012 The current trend shows more cases heading to mediation than arbitration. Is this the right move for you? Join this frank discussion of the benefits and considerations of each process.

Jeff Zaino, Vice President of Labor, American Arbitration Association

Gilbert Escudero, Federal Mediation & Conciliation Service

11:45 am (2,3) Key Issues For Your Funds

Steve Brennan, Principal, Hamilton Lane

Sal Armao, Armao, Costa & Ricciardi CPA Anita B. Kartalopoulos, Partner, Milberg


Tuesday, February 21, 2012

8:00-9:00 am Sunrise Breakfast Buffet in the Grand Ballroom East

9:00 am (2) The Case for Local Infrastructure Banks and An Introduction to Community Development Financial Institutions – Using Your Pension Dollars To Grow Jobs

Scaling back the New Deal where government was once the stimulus for economic growth through the creation of public works projects, this model is now obsolete. Although trickle-down projects were once the road to recovery, the landscape has shifted. Instead of using macro policies as an economic stimulus, micro policies provide a bottom-up approach that may be the new road to recovery. Local pensions can create local jobs to improve local infrastructure.

Marty Glennon, Archer, Byington, Glennon & Levine, LLP

Steve Levine, Director, Labor Law Compliance, NYC School Construction Authority

TBA

9:30 am (3) The Role of Social Movements on Labor – Occupy Wall Street

In the past year we’ve seen Occupy Wall Street movement transform from demonstration to having a bottom-line impact on the American conversation, cutting across American culture. Engage in a discussion of the cross-cultural impact of the movement and if/how it has changed the image of labor unions and organizations; have we benefitted and what has been lost?

Lou Gordon, Business and Labor Coalition of New York (BALCONY)

Arthur Cheliotes, President, CWA Local 1180


10:30 am (3) Marketing Strategies for the Unionized Construction Industry: Building a United Industry

through Shared Branding A review of where we are now, what is our perceived value , with an emphasis on strengths. Working as an industry, how do we focus on the benefits of the Union Brand? How do we roll this out? Isn’t it time we use the same approach as the world’s leading corporations?

Sarah Berman, The Berman Group

11:00 am (3) Updates in Elder Care—What You Need To Know Long Term Care Planning for working families in the context of shrinking government funding to

Medicare/Medicaid and the (disastrous) trend toward defined contribution plans. How unions can get accurate and timely information to their members so they may protect assets (especially homes) in the event of a long term illness.

Anne-Margaret Carrozza, Esq.

11:30 am (3) Summary: Building Coalitions To Grow and Sustain Jobs

Bill Raisch, Conference Director

12:15 pm End of Conference


Don’t Forget These Evening Receptions! Conveniently Hosted at the Westin Diplomat Resort & Spa

Thursday Evening Cocktail Reception 5:30 – 7:30 pm, February 16th in the Grand Ballroom Foyer

Sponsored by

Pitta & Giblin LLP Pitta Bishop Del Giorno & Giblin LLC Armao, Costa & Ricciardi, CPAs, P.C. Cohen Milstein Sellers & Toll PLLC

Saturday Evening Cocktail Party 9:00 pm, February 18th in the Crystal Room, off the Diplomat Lobby

Sponsored by

A&E Health Solutions LifeLock

Wellness Indicators Pinnacle Care

Flagship Sails Rx

Be Sure Not to Miss the Daily Conference Raffle!

Some items will be raffled at exhibitor booths – make sure to visit Exhibitor Hall.

SEGAL IS PROUD TO PARTICIPATE IN

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The National Labor & Management Conference | February 16 -21, 2012 | 12

Speaker Biographies

Conference Founder and Chairman LOUIS L. LEVINE served as Commissioner of Labor Affairs and as Industrial Commissioner of the State of New York from 1966 to 1976 under Governors Nelson Rockefeller, Malcolm Wilson and Hugh Carey. (Mr. Levine’s role in these administrations is especially notable, as both Govs. Rockefeller and Wilson brought sweeping change to the state’s infrastructure, i.e., The State University of New York). Mr. Levine began his long and distinguished career as the Director of Community Services of the AFL-CIO, working with legends of the Labor Movement Harry Van Arsdale (former head of the NYC Central Labor Council) and Michael Quill (founder of the Transport Workers Union of America). Additionally, Mr. Levine played a critical role in the Senate Labor Committee with Senator Jacob

Javits and Senator Williams that led to the development of the Employee Retirement Income Security Act of 1974 (ERISA). Mr. Levine has served as President and Chief Executive Officer of the New York College of Podiatric Medicine and Foot Clinics of New York since 1991. He was Corporate Vice-President for Governmental and Public Affairs at Empire Blue Cross-Blue Shield, one of New York’s leading not-for-profit healthcare insurance organizations, from 1980 to 1991. In March 1976, he became Chairman of the Executive Committee and Deputy Chairman of the Board of Directors of Group Health, Incorporated, serving until 1979. Mr. Levine holds a Master of Arts degree in Industrial Sociology from New York University, a Bachelor of Science degree in Sociology and Psychology from City College, City University of New York and has received three honorary degrees, Doctors of Humane Letters, honoris causa. Additionally, Mr. Levine is a New York State Certified Social Worker.


Conference Director WILLIAM G. RAISCH has served as conference director for the National Labor and Management Conference since 1999, working closely with Conference Founder and Chairman Louis L. Levine since that time.

Bill seeks to serve as a catalyst in forming and forwarding collaborative efforts to address shared challenges. In his efforts, he seeks to convene key stakeholders to identify and better understand targeted problems, to develop consensus-based solutions and facilitate follow-on activity to implement and evolve potential collaborative solutions.

He serves as the founding Director of the International Center for Enterprise Preparedness (InterCEP) at New York University, established with initial funding from the U.S. Department of Homeland Security as the world’s first academic research center dedicated to private sector risk

management and resilience.

His work at InterCEP focuses on real world impact with an emphasis on the development of actionable strategies and policies through active collaboration with key stakeholders and a holistic approach to risk management and resilience. The Center’s research activity focuses on achieving targeted objectives in uncertain environments with insights from the areas of risk management, strategic planning and innovation.

Mr. Raisch is actively engaged with the international business community and labor community as well as elements of various national governments and NGO’s globally. Mr. Raisch served as private sector preparedness advisor to the U.S. Federal 9-11 Commission and assisted in developing the Commission’s recommendations on private sector emergency preparedness. He has over 30 years of experience in the private sector spanning roles in both private and public corporations. His background includes roles in management consulting that spanned a diversity of industries, leading strategic planning for Smith Barney International and managing several start-up efforts addressing new business innovations and technologies.

Mr. Raisch currently serves as a Fellow at the U.S. Chamber of Commerce National Chamber Foundation where he seeks to champion collaborative multi-stakeholder initiatives. He also serves as a member of the Board of Directors of the American National Standards Institute (ANSI). Mr. Raisch received his B.A. (Government & Economics) and M.B.A. from Cornell University.


SALVATORE J. ARMAO, Managing Partner and co-founder of Armao, Costa & Ricciardi, CPAs, P.C., has been providing accounting, auditing and consulting services to labor unions and Taft-Hartley employee benefit plans for over twenty-five years.

While growing up as the son of a union official, Sal learned the importance of fair labor standards and the benefits labor unions provide for their members, including job security, retirement income and medical benefits. That experience has provided him with a unique perspective which he draws upon as a professional providing service to the labor union industry. Sal has authored and presented seminars on topics including Department of Labor (DOL) and Internal Revenue Service (IRS) rules and regulations, the Employee Retirement Income Security Act of 1974 (ERISA) and government reporting, as they apply to labor unions and Taft-Hartley employee benefit plans.

He is a member of numerous trade and professional associations, including the International Foundation of Employee Benefit Plans (IFEBP), the Business and Labor Coalition of New York (BALCONY), the National Institute of Pension Administrators (NIPA), the American Institute of Certified Public Accountants (AICPA), AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC) and the New York State Society of Certified Public Accountants (NYSSCPA).

Sal received his Bachelor of Science degree in Accounting from the City University of New York, Brooklyn College.

SARAH S. BERMAN is a communications specialist who understands her clients’ objectives and how they can position themselves to increase business. As founder and President of The Berman Group, Inc., she works with business owners and professionals to identify challenges and to develop creative communications programs to increase business. The Berman Group is recognized for its innovative marketing solutions, with clients’ profitability and success in mind. Sarah works with the firm’s clients to develop winning marketing strategies based on her philosophy that successful campaigns are based on strong relationships. Sarah has over 10 years of experience in strategic communications and has earned a strong reputation for her creative corporate identity programs, targeted cross-marketing campaigns, creative advertising and sales training programs. She works actively with major mass media outlets as well as with regional trade publications serving business-to-business markets. Sarah and The

Berman Group team produce frequent professional seminar and conference programs for clients in diverse industries. Notably, the Berman Group produces events for the Greater New York Construction User Council, a professional association for corporate and institutional real estate owners, for which Sarah serves as Executive Director. Prior to founding The Berman Group, Sarah held positions at two New York City communications firms, serving clients in the New York City real estate and construction industries as well as the textile and apparel trades. She is active in numerous trade and professional associations serving the real estate, design and construction industries and has completed pro bono assignments for a number of civic, charitable and community organizations, including the National MS Society, New York City Chapter, the Friends of Vietnam Veterans Plaza, Non-Traditional Employment for Women and the


Edward J. Malloy Initiative for Construction Skills, among others. Sarah earned a Bachelor of Arts degree from Columbia University in Urban Planning and a Master's degree in Urban Planning at the Robert F. Wagner School of Public Service of New York University. She credits the firm’s success to her creative, energetic team and she enjoys spending time with her husband and two children.

THOMAS F. BLANEY, CPA, CFE has spent approximately 25 years specializing solely in the accounting and tax aspects of exempt organizations. Tom is a member of the Executive Committee at O’Connor Davies Munns & Dobbins. He is a frequent speaker at not-for-profit conferences and has written numerous articles on a variety of not-for-profit topics. Tom was appointed to the Panel on the Nonprofit Sectors “990 PF Reform Advisory Committee". He authored the uniform system of financial reporting for Private Foundations and is a contributor to “The New Foundation Guidebook”. Tom is also a Certified Fraud Examiner. He is currently on the Leadership Committee of the Support Center for Nonprofit Management, Secretary of the McCaddin/McQuirk Foundation and is on the Finance and Audit Committees and Board Member of the Association of Small

Foundations. Tom is a Certified Public Accountant licensed in the State of New York, Connecticut, Florida, and Pennsylvania and is a member of the American Institute of Certified Public Accountants (AICPA), American Society of Fraud Examiners and the New York State Society of Certified Public Accountants (NYSSCPA), where he served on the Nonprofit and Diversity Committees and currently serves on the Family Office Committee. Tom earned a Bachelor of Business Administration degree in accounting from Pace University.

STEPHEN R. BRENNAN is a Principal at Hamilton Lane serving as Product manager for the Hamilton Lane-Carpenters Partnership Funds and the Hamilton Lane Capital Opportunities Fund. In addition, Steve is responsible for all aspects of client relations for Hamilton Lane’s Taft-Hartley clients. Prior to joining Hamilton Lane in 2002, Steve was an Associate with Goldman Sachs in the Investment Management Division. During his time at Goldman Sachs, he worked as an Institutional Client Service Manager for Asset Management clients. Prior to that, Steve was a Financial Analyst with the Bank of New York. Steve received an M.B.A. from Fordham University and a B.B.A. from Loyola College in Maryland.


R. THOMAS BUFFENBARGER is the 13th International President since the founding of the International Association of Machinists and Aerospace Workers (IAM) in 1888. The son of an IAM member, Tom Buffenbarger assumed his first IAM leadership post in 1970, at age 20, when he was elected Shop Steward of his apprenticeship group at General Electric Jet Engines, IAM LL912, Evendale, Ohio. Seven years later, Tom Buffenbarger was elected as a Business Representative for IAM District 34, Cincinnati. In 1980 he was appointed as an IAM Special Representative for the Great Lakes Territory and three years later became Administrative Assistant to the General Vice President for that territory.

Buffenbarger came to IAM Headquarters in 1986 to work in the IAM Organizing Department and two years later, was appointed Executive Assistant to the International President. He served in that position under International Presidents William Winpisinger and George Kourpias. From 1991 to 1997 Buffenbarger served as IAM General Vice President at Headquarters, functioning as chief of staff of all Headquarters operations. As International President, Buffenbarger is a member of the AFL-CIO Executive Council and serves on the International Metalworkers Federation's Executive Committee as Vice President. Tom and his wife, Linda, have two children, Amy and Andrew.

DENNIS CALLEWAERT, MD is the Founder and Chief Science Officer for Wellness Indicators. Since obtaining his Ph.D. in biochemistry in 1973, Denis performed academic research for over 35 years and has founded four biotechnology companies. He has authored multiple scientific publications and textbooks and has several patented inventions. He is an international expert in biochemistry and immunology, with a focus on biomarkers for oxidative stress and inflammation.


PETER W. CARMEL, MD , a pediatric neurosurgeon who practices in Newark, N.J., became the 166th president of the American Medical Association (AMA) in June 2011. Dr. Carmel has been a member of the AMA Board of Trustees since 2002 and a member of the AMA House of Delegates since 1985. Dr. Carmel served as chair of the Specialty and Service Society (SSS) from 1992 to 1993 and helped the SSS achieve AMA bylaws recognition. Dr. Carmel has also served on the AMA Council on Long Range Planning and Development and was its chair from 2000 to 2001. During his tenure, the council originated the AMA International Medical Graduates Section and established proportional representation for specialty medical society members. From 2006 to 2007, Dr. Carmel served as president of the AMA Foundation, and he is currently on the foundation’s board of directors. In addition to his extensive involvement with the AMA, Dr. Carmel has also served in prominent

positions with both the American Association of Neurological Surgeons (AANS) and the Congress of Neurological Surgeons (CNS). He was the delegate to the AMA from the CNS (1985–2002) and received the AANS Distinguished Service Award in 2008. A New York native, Dr. Carmel was born in Brooklyn and completed his medical training at the New York University School of Medicine. He was also a research associate at the National Institutes of Health and completed his residency in neurosurgery at the Neurological Institute of New York. He obtained his doctorate in neuroanatomy from the Columbia University College of Physicians and Surgeons (P&S). A member of the faculty at P&S for 27 years, Dr. Carmel founded the Neuroendocrine Laboratory within the Institute for the Study of Human Reproduction, which has been continuously funded for 41 years. The founding chief of the Division of Pediatric Neurosurgery and a professor of neurological surgery, he also has published more than 100 peer-reviewed publications. In 1994 Dr. Carmel moved to the New Jersey Medical School, where he is currently chairman of the Department of Neurological Surgery and co-medical director of the Neurological Institute of New Jersey. A noted clinician who operates at the University Hospital in Newark, Dr. Carmel has been named to “Best Doctors in America” (American Health), “Best Doctors in New York” (New York magazine), “New Jersey Top Doctors” (New Jersey Monthly) and “America’s Top Doctors” (Castle Connally). A committed advocate for neurological research, Dr. Carmel served as chairman of the National Coalition for Research in Neurological Disease and Stroke, and subsequently as chair of the National Foundation for Brain Research. In the latter position he helped the late Congressman Silvio Conte launch the “Decade of the Brain,” which brought millions of dollars for neurological research. Dr. Carmel has also served on the board of directors of the National Patient Safety Foundation and the National Health Museum, and he serves on the New Jersey Commission on Spinal Cord Research.


ANN MARGARET CARROZZA is a renowned Elder Law and Estate Planning Attorney who also served as a New York State Assemblywoman. During her fourteen (14) year tenure in the legislature, she authored dozens of bills designed to protect seniors against consumer fraud and to expand access to quality long term care. She is the author of legislation holding insurance companies accountable to the public. In addition, she authored the law which reduces bureaucratic red tape for retired physicians who wish to volunteer for uninsured New Yorkers. Ann Margaret Carrozza is an executive member of the N.Y.S. Bar Association, Elder Law section, the National Academy of Elder Law Attorneys, the Queens County Bar Association, and is a member of the Long Island Alzheimer’s Foundation legal advisory board. She serves as estate

planning and elder law counsel to numerous organizations. She is rated as preeminent by Martindale-Hubbell. Ann Margaret Carrozza received her Juris Doctor from Hofstra University School of Law where she served on Law Review and was on the Dean’s List. Her practice focuses on Elder Law, Trusts and Estates, Asset Protection, Estate Administration and Long Term Care Planning. A frequent lecturer, Ann Margaret Carrozza has spoken before numerous professional and civic groups on state policy and legal issues. She has been a keynote speaker for the NYS Bar Association, the keynote speaker for the Surrogates Association and has taught numerous Continuing Legal Education courses focusing on her areas of expertise. In addition, she teaches courses on legal issues at Hunter College, Queensborough Community College, and Queens College.

ARTHUR CHELIOTES, President of Local 1180, Communications Workers of America, since 1979, is an outspoken advocate for Civil Service, tax equity, and worker education. Local 1180 represents more than 8,000 administrative and supervisory employees in New York City mayoral agencies, the Health and Hospital Corporation, and the State court system as well as workers in the non-profit sector including Planned Parenthood, The Nation Institute, ASPCA, Amnesty International, and Human Rights Watch and Human Rights First. Under his leadership, Local 1180 has worked aggressively to enforce civil service laws, including litigation that resulted in the promotion of the largest number of minority women to managerial positions through competitive examination in the City’s history.

He was one of the initiators of the Queens College Labor Studies program, now the Joseph S. Murphy Institute for Worker Education and Labor Studies at the City University of New York, and the long time Chairman of its Labor Advisory Board. Local 1180 strongly supports education through its generous tuition reimbursement benefits and educational programs. Arthur Cheliotes is a tireless defender of the public sector and the positive role of government. He is a Vice-Chair of the NYC Municipal Labor Committee and the chair of its Civil Service Committee. He is a member of the Executive Board of the New York City Central Labor Council. He and Local 1180 have been honored by the New York State AFL-CIO, the National Welfare Law Center, the Hunger Action Network, and many other organizations. He has been active in many community organizations in his home borough of Queens. He is a voice for labor’s values and for fairness and equality in New York City.


LOUIS J. COLETTI has over 25 years of experience in New York’s City’s construction industry. He has been President and Chief Executive Officer of the Building Trades Employers’ Association since 1997. The BTEA is the nation’s largest contractor organization representing 27 contractor associations and 1,800 union construction managers, general contractors, and subcontractors in New York City. He is responsible for leading the NYC construction industry’s strategy and efforts in the areas of economic development, government affairs, construction safety and workforce development and labor relations coordination. From 1993-1997 he served as Senior Vice President at the construction management firm of Leher McGovern Bovis and from 1986-1993 as President & Chief Executive Officer of the New York Building Congress.

He serves as Vice-Chairman of the Mayor’s Commission on Construction Opportunities, on the Executive Committee of the Association for a Better New York, is a member of the NYU Rudin Center for Transportation Policy Advisory Board, ACE Mentor Board of Directors and NYU Schack Real Estate School of Construction Management Advisory Board. In 2008 he was named one of Engineering News Record Magazine's Top 25 National Newsmakers being recognized for his leadership in the a first of its kind in the nation, private sector Economic Recovery Project Labor Agreement with organized labor. That agreement led to the restarting of over $ 15 billion in construction projects that saved or created over 25,000 construction jobs during the economic crisis in 2008. Mr. Coletti holds a Masters Degree in Public Administration from the New York University Robert Wagner School of Public Administration, and a Bachelor of Arts from Rutgers University. He also is a graduate of the David Rockefeller Fellows Program of the New York City Partnership.


GILBERT ESCUDERO is a Commissioner of Mediation with the Federal Mediation and Conciliation Service in Miami, Florida. Gilbert Escudero came to the Agency, in March 1999. As most FMCS mediators, Commissioner Escudero brings his vast experiences gathered during the last 30 years of employment in the Labor-Management arena. Commissioner Gilbert Escudero provides mediation services and other FMCS programs to the south Florida Labor-Management communities. In 1985 as Regional Secretary of the Americas for Public Service International (PSI), a confederation of public employee unions, based in Geneva, Switzerland, Gilbert worked on issues of global impact. Some of these issues included public workers’ rights to organize, International Monetary Fund (IMF) policies, safety standards for utility workers and others. As a PSI representative to the International Labor Organization (ILO), an agency of the United Nations,

composed of government, industry, and labor representatives charged with the promotion of industrial growth and labor peace, Commissioner Escudero visited imprisoned labor representatives in Bolivia, Chile, Honduras and Peru, and also testified before banking committees in Argentina and Belgium, pointing out disparate treatment of the IMF.

Born in Havana, Cuba, in 1945 and attending elementary school in the island gives Commissioner Escudero complete fluency in Spanish. He migrated with his family to the United States in 1957 where he completed his secondary education. Gilbert has an Associate Degree from Miami Dade Junior College and a Labor Studies Certificate from Florida International University. He is the father of four boys, married to Siria, a childhood friend, for over 30 years.

Commissioner Escudero works for a unique agency of the United States government, created by Congress in the Labor-Management Act of 1947, to preserve and promote labor-management peace. The mediator’s primary mission is to prevent or minimize conflicts in the collective bargaining process and improve labor-management relationships.

GREGORY FLOYD, President of Teamsters Union Local 237, has been a committed and dedicated member for over 20 year. His strong leadership abilities enabled him to advance from a hospital police officer position to the rank of captain with the NYC Health and Hospitals Corporation (HHC). At the age of 27, he made his mark as the youngest hospital police captain in the HHC’s history. In further recognition of his leadership, Floyd was elected vice president of NYC Hospital Police Guardians Association. In 1994, he was appointed Teamsters Local 237’s deputy director for peace officer titles by President Carl Haynes. Later that year, Floyd was appointed secretary to the New York State AFL-CIO’s Committee of Peace and Law Enforcement Officers. In 1999 he became director of Local 237’s Citywide Division. In 2002 he was a key player in the battle to save the title of hospital police special

officer from elimination by privatization. In January, 2003 he was elected to serve as trustee on Local 237’s executive board. A year later he won election as the union’s secretary-treasurer and was also appointed chief negotiator at that time. On March 30, 2007, Floyd was elected to serve as the union’s 5th President in its 55 year history. He was elected to his first full term as president on October 5, 2009. Floyd serves as a trustee to the Board of New York City Employee Retirement System (NYCERS), one of the largest public pension funds in the United States with assets of $41 billion. He is also a commissioner on the board of the IBT Human Rights


Commission, a post to which he was appointed by IBT General President James P. Hoffa. Floyd also serves on the Board of Group Health Insurance (GHI) and Health Insurance Plan of New York (HIP). Additionally, Floyd serves as a vice president of the New York State AFL-CIO and the New York City Central Labor Council. He is secretary of the Municipal Labor Committee, and a trustee on the Board of Teamsters Joint Council 16. Floyd also serves on the board of the National Jazz Museum and the board of trustees of the Council for Unity, a New York City-based organization that promotes safety, unity and achievement in schools and communities. In 2009, Floyd served on the transition team for New York City District Attorney, Cy Vance, and was nominated a member of the September 11 Worker Protection Task Force by New York State Sen. George Onorato. In 2010, he was appointed to the Task Force by Sen. Malcolm A. Smith. Floyd is married to Wendy Bolton-Floyd, an author. They have two children, Jessica, 13 and Jonathan, 8.

BEN GEYERHAHN is a serial entrepreneur and policy expert, who specializes in healthcare policy, access to capital issues for small and medium size businesses, economic development for large manufacturing and technology companies and employee management issues such as paid sick days and family and medical leave. He is the Director of Special Projects for Small Business Majority and a founding and managing principal of Hudson TG, a 7 person policy and political consulting boutique in New York City. Prior to launching Hudson TG, Ben worked for a social entrepreneur and a national nonprofit. He managed the distribution of the documentary film Paper Clips, and he founded and ran the online progressive ad network Click-To-Blue.

Ben worked for six years as a lawyer, most of it at Kaye Scholer LLP and Schulte Roth & Zabel, LLP.

MARTY GLENNON has a long history in the labor movement. He is a third generation electrician from Local #3 IBEW. His sole intent in going to law school was to become a labor attorney. He has been practicing labor, employment and employee benefits law for over 15 years. He is a founding partner of Archer, Byington, Glennon & Levine, LLP. He also founded the Long Island Labor Advisory Council (LILAC) and is Vice Chair of the Nassau county Planning Commission. He has been working on innovative ways to use union pension funds for the purpose of creating jobs and addressing our country's failing infrastructure.


LOU GORDON is the founding director of BALCONY, the Business and Labor Coalition of New York, www.balconynewyork.com. He has successfully built BALCONY from a small start up to a coalition that represents more than 1000 New York State businesses, major labor unions, advocacy organizations and non-profits. Gordon has directed the BALCONY efforts regarding the Partnership for Coverage initiative of the New York State Insurance Department and the New York State Department of Health. Gordon is also a video producer and public relations expert. A former congressional press secretary, Gordon represented an eclectic amalgam of public interest groups, candidates, politicians, law firms, contractors, artists, trade associations, unions and businesses. He is the producer of numerous television and video productions including “On the Merits: Patronage

Politics and Civil Service in New York City with Ed Asner” which aired in 1989 on WPIX-TV, an award-winning documentary on the New York City municipal scandals of the Koch Administration. He recently produced Bush’s Threat to Social Security with Al Franken on behalf of the New York State United Teachers.

ANDREW IRVING joined Independent Fiduciary Services in 2003 after more than 25 years of private law practice representing public Taft-Hartley and corporate pension and welfare plans, labor unions, corporate plan sponsors and financial institutions serving the benefit plan community. Mr. Irving leads IFS’ fiduciary decision-making practice, which focuses on providing independent, conflict-free, discretionary decisions regarding particular transactions or plan assets. As our Area Counsel, he also provides guidance on legal issues that arise in the course of client engagements and manages the services of outside legal counsel when particular assignments require their assistance. He brings to this work his extensive experience counseling and litigating on behalf of benefit plans and their fiduciaries on a broad range of issues including fiduciary responsibility, plan design and varied aspects of compliance with ERISA and Internal Revenue Code requirements. He has also worked with plan fiduciaries and the investment community designing sophisticated investment products and strategies to comply with statutory requirements, such as synthetic guaranteed investment contracts, direct real estate investments and hedge “fund of fund” vehicles. Having worked with leading investment and actuarial firms, Mr. Irving has in-depth knowledge of the interrelated roles various service providers play in assisting trustees with their duties. In 2005, Mayor Michael R. Bloomberg appointed Mr. Irving to the New York City Conflicts of Interest Board, which administers the New York City Charter’s Code of Ethics for the City’s elected officials and public employees. Mr. Irving is a cum laude graduate of Yale University and received his law degree from Columbia Law School, where he was a member of the Law Review.


AMY KASLOW is a senior fellow at the Council on Competitiveness, where she directs the Council’s efforts to help cultivate an American workforce with the skills urgently needed to compete in an economy increasingly characterized by dramatic change. Drawing on the unique make-up of the Council—industry CEOs, university and community college presidents, and workforce leaders—the new workforce initiative taps into the Council’s robust innovation pipeline in the fields of energy, technology and manufacturing. Ms. Kaslow brings mix of policy, practical experience and contemporary coverage to the Council. Among her efforts: Kaslow serves as an advisor and provides technical assistance to the joint CoC/CAEL Tapping Mature Talent initiative, which is spearheading the reintegration of Americans 55 and older back into the workforce. She serves on the Commission to Transform K-12 Education, where she coordinates the effort among education, government, labor, and corporate leaders to

put into practice the most innovative, scalable and replicable school transformations, countrywide. Kaslow is also part of a White House working group on STEM education/workplace challenges. For 20 years, Kaslow has reported on international economic developments, with a focus on unemployment caused by downsizing, trade, technological change and massive layoffs; the premium placed on educated and skilled workers, and the related impact on churning in the workforce. Kaslow was the lead economic correspondent for the Christian Science Monitor and has published features and opinion pieces in The Wall Street Journal, The Washington Post, The Journal of Commerce, The International Economy (Washington), The Middle East (London), Institutional Investor (New York), Euromoney (London), Infrastructure Finance (New York), World Monitor Magazine (Boston), International Development Review, CEO Magazine, Emerging Markets (New York), European Affairs, Durrel’s Money and Banking (Virginia), The Washington Quarterly, The Jerusalem Star (Amman), Pharaohs (Cairo), Gulf News (Dubai), Metropolis (Jerusalem) and other publications. A native of Washington, Kaslow attended the Holton-Arms School. She earned an undergraduate degree from Vassar College, where she studied politics and religion. She did part of her undergraduate work at Universite d’Aix/Marseille. She did graduate work in Middle Eastern affairs both abroad and at the NYU-Princeton University Program for Near Eastern Studies.


MICHAEL KING, DPM is current President of the American Podiatric Medical Association and has a private group practice in Fall River, Massachusetts. He is a graduate of the Ohio College of Podiatric Medicine in 1983 and completed his residency at Toledo Riverside hospital in Toledo, Ohio. Dr. King is board certified in Foot and Ankle surgery by the American Board of Podiatric Surgery.

Dr. King has been a member of the board of trustees of the APMA since 2000, serving on all major committees and leadership chairs. He served for 10 years as APMA advisor to the AMA CPT editorial panel on coding issues. He has also served as the Chair of the National podiatric carrier advisory committee to Medicare.

Dr. King lives in Portsmouth RI with his wife, Laura. They have two children, Lindsay who is in advertising in Minneapolis MN and his son Christopher, a college baseball player in North Carolina.

STEVEN R. LEVINE serves as Director of Labor Law Compliance at the New York City School Construction Authority (SCA) where he has been employed from the time that the SCA opened its doors in 1989. The SCA was created by the State legislature as a New York State public benefit corporation charged with building and modernizing New York City’s public school infrastructure. The agency is now functioning as a unit of the New York City Department of Education. Steve is also a Certified Fraud Examiner (CFE) and is immediate past Chairman and President of the New York City Chapter and Vice-President of the Long Island Chapter of the Association of Certified Fraud Examiners. Steve is also on the Executive Board of the Society of Professional Investigators (SPI).

MATTHEW LUSTIG – Since December of 2010 Matt Lustig has served as a Managed Markets Specialist in obesity. Matt has worked with health plans, self insured companies, union coalitions, societies and business coalitions to educate them on the cost of obesity and the effects of obesity on co-morbid conditions. Matt works on bringing resources to educate payers on developing effective health care polices in regards to obesity related diseases. Matt is currently working on his Group Benefits Advisor certification. Previous to his role in Managed Markets Matt was the Director of the Allergan Bariatric Practice Advisor program with Allergan Health. Matt’s team of Bariatric Practice Advisors advised medical/surgical practices, ambulatory surgery centers, and hospitals on patient focused care.

He has more than 20 years of sales-related experience in the pharmaceutical industry, holding positions in sales, sales training, and sales management. His areas of expertise include marketing strategies, team building, business development, and strategic planning.


Mr. Lustig has developed national training programs for specialty and hospital sales reps, as well as a surgical training program for surgeons from Latin America. Prior to joining Allergan, he was a senior district sales manager at GlaxoSmithKline and a rhuematology/neurology/orthopedics sales manager at Pfizer. He earned his Bachelor of Arts degree in International Relations at SUNY College at Buffalo. He resides in Somers, New York, with his wife and two children.

DR. THOMAS J. MACKELL, JR. was appointed to the Board of Directors of the Federal Reserve Bank of Richmond on January 1, 2003 and served as Deputy Chairman from June 2003 and as Chairman from January 1, 2005 until December 31, 2008. He was also a White House appointee to the ERISA Advisory Council to the Secretary of Labor from 1997 through 1999.

He is Senior Consultant with Abel Noser Corp., a brokerage firm that provides transaction cost analysis, commission recapture and transition management services to institutional investors.

He is the Chairman of the Board of Directors of United Benefits and Pension Services, Inc., and a partner of Rx Well Card and is President of the Association of Benefit Administrators and Editor of its Newsletter, Insights.

He has had a life-long career in the management, administration and investment management of employee benefit funds and in the financial services industry.

Dr. Mackell is a member of the Board of Directors of the Inter-American Dialogue, a think tank that focuses on social, political and economic issues in Latin America, a Director of the Foundation for Fiduciary Studies, and the Editorial Advisory Board of Institutional Real Estate, Inc.-Publishers and Consultants, and a member of the Council on American Politics at the George Washington University’s Graduate School of Political Management. He is also a member of the Advisory Council of the Peter G. Peterson Foundation, a member of the Board of Overseers of the Whitehead School of Diplomacy and International Relations of Seton Hall University and a member of the Advisory Council of Cornell University’s School of Labord Management Relations.

Dr. Mackell is the author of the book: “When the Good Pensions Go Away: Why America Needs a New Deal for Pension and Health Care Reform.” He is a frequent guest commentator on national radio and TV shows.


WILL MARLING is Executive Director for NOVA, National Organization for Victim Assistance. Since his appointment in 2007 he has been contributing leadership to the organization while also promoting the concept of Victim Relations nationally. In the field of victim assistance, Marling has a specialty as a Certified Identity Theft Risk Management Specialist.

His introduction into the world of victim assistance and crisis intervention began in 1990 when he started working with local law enforcement in Columbus, OH, serving officers and the community. In 2000 he was trained by NOVA and brought that added dimension of development to his skill set and experience base in responding to people in crisis. Beyond deploying to local incidents, his praxis has been informed as a responder to a variety of national and international events that included violent crimes, human error and natural disasters.

MARK MCMANUS was unanimously elected General Secretary-Treasurer of the United Association at the UA’s 38th General Convention held in Las Vegas, Nevada, August 2011. He will assume the duties of his new office in January 1, 2012. Prior to his election as General Secretary-Treasurer, he has served as an Administrative Assistant to the General President and as an International Representative for the States of New Jersey and Pennsylvania. Prior to becoming a General Officer of the United Association, Mark McManus had a distinguished career as Business Manager of Local Union 24 in Newark, New Jersey, since 1997. Serving in the counties of Essex, Union, Morris, Hunterdon, Somerset and Warren, he represented over 900 union plumbers and was responsible for overseeing $150 million in fund assets. In addition, he is the chairman of the Negotiation Committee, and the Welfare, Pension, Health and Education Funds.

Prior to being elected Business Manager, Mark McManus was a Business Agent from 1994 to 1997 for Local Union 24. He also served on the Executive Board of Local Union 24 from 1991 to 1994. During his local union leadership, Mark McManus was appointed by the New Jersey governor in 1994 to the New Jersey Board of Examiners of Master Plumbers for the state, and he is currently chairman. He is also Vice President of the Association of Pipe Trades for the State of New Jersey, and Legislative Chairman for the State of New Jersey. From 1987 to the present, Mark McManus has been a member of Local Union 24’s By-Laws Committee. He was a member of the Executive Board from 1991 to 1994. Brother McManus continues to serve on the Patrick J. Ryan Scholarship Fund Committee, which was established in 1991. Brother McManus attended Union County College in Cranford, New Jersey and he attended the George Meany Labor College. His career with the United Association began in March of 1983 when he was initiated into Plumbers Local 24. Mark McManus’ experience and successful leadership, acquired during his career with Local Union 24, have prepared him well for his new position as General Secretary-Treasurer elect of the United Association. Mark has been married to his wife Nancy for 15 years. They have three children, Renee, Emily and Ian. The family recently relocated from New Jersey to Arnold, Maryland.


DAVID NANZ, a Supervisory Special Agent in the FBI’s Miami field office, is responsible for addressing the threat posed by corporate & securities fraud, and other financial crimes in South Florida.

He previously served as Chief of the FBI’s Economic Crimes Unit at FBI Headquarters in Washington, D.C., where he had program management responsibly for the FBI’s corporate, securities, insurance, mass marketing/telemarketing, and mail/wire fraud programs.

Mr. Nanz holds a B.A. from George Washington University, and a J.D. from George Mason University.

REBECCA PATTERSON is Chief Markets Strategist for the Global Institutional arm of J.P. Morgan Asset Management. In this role, Ms. Patterson provides market insights to help institutions, pension funds, endowments, foundations and sovereign entities make well-informed decisions for their portfolios. She also heads the global Client Advisory Group, providing in-depth, customized solutions for specific client challenges, as well as thought leadership on relevant industry and investment topics.

Ms. Patterson was formerly Global heal of Currencies an Commodities for J.P. Morgan’s Private Bank, one of the world’s leading wealth management firms with $720 billion in client assets. As a senior member of the Private Bank’s multi-asset class Investment Leadership Committee, Ms. Patterson oversaw a global team of 18 specialists that developed customized investment strategies for ultra-high net-worth individuals.

Over the preceding decades he served on the Investment Bank’s currency research team, helping develop views and forecasts and client strategies. Her roles included senior global FX strategist for North America, based in New York, and head of emerging Asian FX research, based in Singapore. She also worked on the FX and precious metals research team in London.

Prior to joining J.P. Morgan, Ms. Patterson was a journalist covering politics, economics and financial markets for Dow Jones, the Associated Press and the St. Petersburg (Florida) Times, in London, Rome, New York and Washington, DC. She also worked at the Council of Europe in Strasbourg, France.

Ms. Patterson is a graduate of New York University (MBA), Johns Hopkins University (MA) and University of Florida (BS). A trusted adviser to various departments of the U.S. government on financial-market and political issues, Ms. Patterson is frequently quoted in the financial print media worldwide and is a co-host on CNBC’s weekly currency program, Money in Motion.


VINCENT F. PITTA is the founding and managing partner of Pitta & Giblin LLP. Mr. Pitta has concentrated his practice for thirty years in traditional labor and management relations in both the private and public sectors, where he represents clients in the hotel, restaurant, entertainment, health care, securities, trucking, construction, real estate, facilities maintenance, moving and storage, manufacturing, sanitation, law enforcement, fire safety, education and higher education industries and professions. In addition to serving as managing partner of Pitta & Giblin LLP, Mr. Pitta is also the founding and managing partner of Pitta Bishop Del Giorno & Giblin LLC, a government relations and consulting firm, which is an affiliate of Pitta & Giblin LLP. He is a member of the Bar of the State of New York, and is admitted to practice before the U.S.

District Court for the Southern and Eastern Districts of New York and the U.S. Supreme Court. Mr. Pitta received a B.A. from St. Francis College in 1972 and a J.D. from Brooklyn Law School in 1978. Mr. Pitta is an active participant or member of the Boards of numerous charitable, civic and professional organizations.

KENNETH E. RASKE is a national expert on health care policy and finance and celebrated his 25th anniversary as President of Greater New York Hospital Association (GNYHA) in 2009. Since arriving at GNYHA in 1984, Mr. Raske has been instrumental in growing the Association’s membership to nearly 250 hospitals and continuing care facilities, both voluntary and public, in the metropolitan New York area and throughout the State, as well as New Jersey, Connecticut, Pennsylvania, Massachusetts and Rhode Island. Under Mr. Raske’s leadership, GNYHA has played a critical role at the State level opposing health care funding cutbacks and advocating for the passage of legislation that will help protect funding for teaching hospitals and charity care programs, expand health insurance coverage for low-income, uninsured adults, and recruit and retain a qualified health care workforce.

On the Federal front, GNYHA has been a leading advocate for relief from the deep Medicare and Medicaid cuts—particularly to teaching hospitals—that threaten the health care community almost every year. GNYHA is also a strong advocate, on both the State and Federal levels, for fair payment practices by private insurers and HMOs, and has been a staunch and vocal supporter of tort reform, among other issues. And Mr. Raske was a leading voice in the passage of national health reform, advocating fiercely for the protection of teaching institutions and safety net hospitals while pushing for access to insurance coverage for all Americans. GNYHA, under Mr. Raske’s direction, has developed expertise in the areas of government affairs; health finance; managed care; long term care; and numerous legal, regulatory, and professional affairs including workforce shortage issues and quality-of-care issues. Mr. Raske also created The Health Economics and Outcomes Research Institute (THEORI), which analyzes and interprets fiscal data and economic trends affecting health care providers. Mr. Raske is a frequent lecturer on health care topics. Before becoming GNYHA’s President, Mr. Raske held positions as Senior Vice President and Deputy Director at the Michigan Hospital Association, Study Director at the American Hospital Association, and Research Associate at the American Medical Association.


DR. ALAN ROGA is Chairman and Chief Executive of Stat Health Services, Inc. providers of Stat Doctors™. Stat Doctors is telemedicine at its finest, providing an innovative solution to several of today's health care challenges by enabling cost-effective anytime/anywhere access to ER doctors for the diagnosis and treatment of common medical conditions. Dr. Roga has served as President of Scottsdale Emergency Associates Ltd., and Chairman of the Emergency Department of Scottsdale Healthcare Shea.

He is also a practicing emergency medicine physician, multi-time winner of the Phoenix Magazine top doctor in emergency medicine award, Fellow of the American College of Emergency Medicine and a Diplomat of the American Board of Emergency Medicine. He is a member of the Board and Past-President of the Arizona Chapter of the American College of Emergency Physicians. Dr. Roga

completed his residency in emergency medicine at Albert Einstein College of Medicine, Bronx Municipal Hospital Center, Jacobi Hospital and he completed his internship in internal medicine at Winthrop University Hospital.

EVAN ROSEN is an Associate in the Labor and Employment and Litigation practices in the firm's Atlanta office. He has counseled unionized companies in labor relations, including representation in all phases of the grievance process, including arbitration. He has also handled election campaigns and collective bargaining negotiations with labor unions around the country. Mr. Rosen also is a litigator and counselor with extensive experience before various federal and state courts.

His practice includes counseling employers in all aspects of the employment relationship and compliance with employment laws, including incidents of discrimination and harassment,

wage-hour issues, internal investigations, affirmative action regulations, independent contractor classifications, sufficiency of employee handbooks, proper hiring and termination procedures, and the preparation of employment and separation agreements.

ANDREW SHERMAN joined The Segal Company in 1986. He became a Vice President in 1993 and a Senior Vice President in 1998. In 2000, Mr. Sherman was appointed Office Leader for the Boston office, and also manages Segal’s multiemployer and public sector consulting for Segal’s New England offices. He currently serves as the National Practice Leader for Segal’s health consulting in the multiemployer market, and was elected to The Segal Company’s Board of Directors in 2006. Mr. Sherman is a member of Segal’s Multiemployer Leadership Group and is involved in strategic planning initiatives for multiemployer services and product development.

Mr. Sherman provides consulting services to public and private health and pension benefit plans, and works with many corporations, universities, and non-profit entities as well as numerous collectively bargained health, pension, and annuity funds. Additionally, he consults to several large public sector employee benefit plans and State Health Plans.


Mr. Sherman has vast experience consulting on health benefit plans and an array of work/life benefit plans, defined benefit, and defined contribution retirement plans. His consulting expertise includes total health management, prescription drugs, retiree health initiatives, Medicare Part D, plan design, and health care reform. Mr. Sherman has conducted the feasibility studies, cost analyses, and implementation of innovative employee benefit programs, including the extension of benefit programs to include employees’ domestic partners. He frequently offers guidance on the initial design and redesign of retiree health benefits and Total Health Management initiatives.

Mr. Sherman has been widely quoted in both the benefits press and general press, including the Boston Globe, The New York Times, and The Wall Street Journal. He has written a number of articles on current employee benefit issues. Mr. Sherman has spoken on these issues across the country, at several universities, before the Massachusetts Bar Association, and has made presentations at numerous employee benefit seminars and national conferences. He has also testified before the Massachusetts State House and the Boston City Council. Mr. Sherman has served on the Board of Directors of the New England Benefits Council since 2000, and was President from 2008 to 2010.

ERIC S. SMITH, an attorney with over 22 years of private practice experience in corporate, business transactions, ERISA, and estate planning law, is the founder, Chairman, and Chief Executive Officer of Consulting Services Support Corporation (“CSSC”), a national consulting corporation with a growing presence within the institutional marketplace. At CSSC, Mr. Smith leads a consulting team that has developed a number of unique patented and patent-pending, investment advisory processes, the goal of all of which are to empower fiduciaries to take greater control of the investment of Plan assets, including manager selection and performance monitoring processes, in a way never before available – and, in the process, improve the defendability of fiduciary decision-making as well as investment results. A prominent national speaker on issues affecting plan trustees, fiduciary duty, and structural

flaws with the institutional investment consulting process, Mr. Smith brings a fundamentally different perspective – a completely client-centric perspective – to the investment consulting process. Mr. Smith graduated cum laude in General Studies from Harvard University, with an A.B. and concentration in Economics. He received his J.D., with high distinction, from the University of Kentucky.

MILES VARN, MD is the Chief Medical Officer of PinnacleCare. He is responsible for bringing new medical advances to the attention of PinnacleCare so that our members enjoy not only the very best that the healthcare system has to offer but also the highest level of personalized service. Dr. Varn also is continually building PinnacleCare’s network of top centers of excellence and top physicians around the world and is the chief contact with the distinguished PinnacleCare Medical Advisory Board. Dr. Varn joined PinnacleCare after 15 years of innovation and leadership at Inova Fairfax Hospital, a level 1 trauma center with 75,000 patient visits per year. In 2004, Dr. Varn was awarded the Inova Health System's Service Excellence Legend Award for extraordinary patient care.


Dr. Varn is a member of the American College of Emergency Physicians and American Academy of Family Physicians. He earned his Medical Degree from the University of Virginia School of Medicine in 1988.

JEFFREY T. ZAINO, ESQ. is the Vice President of the Labor, Employment and Elections Division of the American Arbitration Association in New York. He oversees the operations, development and panel of arbitrators for the Labor and Employment Arbitration caseloads in New York. He joined the Association in 1990. Mr. Zaino is dedicated to promoting ADR methods and systems. His professional affiliations include the Connecticut Bar Association, District of Columbia Bar Association, New York State Bar Association, and New York City Bar Association. He has also written and published extensively on the topic of election reform and has appeared on CNN and MSNBC to discuss reform efforts and the Help America Vote Act.

JOHN ZANOTTI is President and CEO of United Labor Benefits, a firm specializing in the implementation of all types of fully and self-insured medical programs, third party administration, multi network leasing, medical claims review, and claims cost containment. With over 20 years’ experience in this field, he has developed strong associations with many major insurance carriers. He has organized dental, optical and Board Certified Physician networks for various labor unions.

John is also the marketing partner for Interactive Planet, a privately held company which specializes in services and technologies for the Internet industry that provide technical design, outsourcing, web design, and web hosting, and private branded wholesale services. They are leaders in providing solutions for content, connectivity, security and managed services.

He has also been involved with and consulted for several startup businesses and various labor unions across the country. John is a member of the Board of Directors for Interactive Clearinghouse, D&J Financial, and The Hopes and Dreams Foundation (a charity designed to help underprivileged children).

He holds Securities licenses Series 6 and Series 63. He is a member of N.A.H.U. (National Association of Health Underwriters), N.H.C.A.A. (National Health Care Anti-fraud Association), A.B.A. (Association of Benefit Administrators) and the N.A.A.C.P. (National Association for the Advancement of Colored People).

BURT ZWEIGENHAFT is the CEO of OncoMed, The Oncology Pharmacy, with corporate offices in NYC and operating 5 national oncology pharmacy dispensing sites. OncoMed is focused on providing national oncology pharmacy services to 1600 Hematologists and Oncologists and Cancer Centers of Excellence across the United States in coordination with Managed Care Payor and limited distribution pharmaceutical access contracts.


He is a senior key opinion leader with extensive experience in a broad spectrum of pharmaceutical and healthcare service markets including Wholesale, Retail, Chain, Mail, PBM, Specialty, Infusion, Oncology, Disease Management, Managed Care, Medicare, Medicaid, Genetic Theranostic Diagnostics and Health Informatics. Mr. Zweigenhaft is also Managing Partner of BioPharma Partners LLC; a NYC based consulting and early stage investment company focused on incubating pharmaceutical and healthcare related technology service sector companies. BioPharma Partners under Mr. Zweigenhaft guidance has supported several pharmaceutical and technology companies with launch and contracting strategies such as; Genzyme, Alexion, Bayer, OnCallData, Monogram and Genomic Health. Mr. Zweigenhaft previously served as Senior Vice President of Managed Care Sales and Marketing, Government Programs, Trade Relations and Business Development Strategies for Priority Healthcare Corporation, a publicly traded company in the biopharmaceutical specialty pharmacy with $2.3 billion in revenues, acquired by Express Scripts in 2005. During his tenure at Priority Healthcare, managed care and government programs market share grew to over 40% with 175 contracts, covering 100 million lives and servicing 125,000 physician specialists managing on average 85,000 patients monthly. Prior to joining Priority Healthcare in 2002, Mr. Zweigenhaft spent several years serving as a specialty pharmacy consultant to Medco, CuraScript, BioScrip and several Blue Cross Blue Shield and National Managed Care Payors. Mr. Zweigenhaft holds a Bachelor of Science degree in Management and Economics from the University of Buffalo School of Management in 1976, where he also serves on the Dean’s Advisory Committee and is active with the University of Buffalo School of Pharmacy, Center for BioInformatics and Computational Sciences programs. Mr. Zweigenhaft is a member of AMCP (American Managed Care Pharmacy), HOPA (Hematology Oncology Pharmacists Association) and ASCO (American Society of Consulting Oncologists). Mr. Zweigenhaft also serves on the Editorial Boards of industry publications; Oncology Pharmacist, The Oncology Nurse, Multidisciplinary Oncology and is Co-Chairman of the AVBCC Association of Value Based Cancer Care.. Mr. Zweigenhaft also serves on the Executive Board of Swim Across America for Cancer ($36 million raised to date), where he is responsible for corporate fundraising.

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The National Labor & Management Conference | February 16-21, 2012 | 1