Save the date for 2022!

January 5-7 | gaylord opryland nashville
Days
Hours
Minutes
Seconds
  • Keynote Speaker Molly Bloom
  • Custom Virtual Event Platform with Interactive Networking Lounges & Digital Exhibit Hall
  • Confirmed Keynote Panelists from Walmart Health & GM
  • New! One-On-One Networking & Curated Adviser Sales Track
  • Attendee Favorite! Expert Roundtables
  • More C-Suite Panelists & Adviser Success Stories
  • NextGen Exclusive! Live Executive Role Play Session to Pitch the C-Suite
  • Multiple Registration Options Starting at $99 - plus Alumni rates and Available Sponsor Scholarships

'21 AGENCY GROWTH &
LEADERSHIP SUMMIT

Make Your Move.

ASCEND 2021 is boldly challenging advisers to expect the unexpected.

In a time when the employee benefits industry needs renewal & recharge, this two-day, digital experience will be your guide for agency transformation.

Advisers know that the status quo doesn’t work. For years, we’ve built the NextGen Benefits Movement to create real change, design alternative funding strategies
and share the sales tactics for sizable growth.

Now, we’re refining what worked – rethinking what didn’t – and helping insurance professionals adopt the strategies that win new business. 

OWN 2021. 

See you on the other side.

When

Wed-Fri
January 20-22, 2021

Where

Custom Virtual Platform

Who Attends

Independent Agency Owners, Firm Principals & Producers, Solution Experts & Industry Thought Leaders

Why Advisers Attended '21 ASCEND

Experience Peer to Peer Collaboration

Exclusively for agency owners and decision makers, ASCEND is the first event of its kind for advisers to see what’s uniquely working for other top firms and lean on a national network of like-minded leaders.

Engage For Real Outcomes

For 6 years, this event continues to help owners, principals & producers remain relevant, stay independent, become more profitable and achieve organic growth.

Seek High Impact Content

From Expert Round Tables to Keynote Speaker Daymond John, ASCEND became the’ unconference’ for it’s disruption of conference content. Interactivity, C-Suite panels and adviser success stories - all presented in an open forum - create positive energy & mind-share to change your business.

MEET THE '21 SPEAKERS

Focused.
High-Performing.
Diverse. 

Meet the speaker lineup that
millions are made of. 

Learn from sales gurus, US Healthcare Leaders, C-Suite Executives, successful NextGen advisers, the leading solution experts and everyone in between.

MOLLY BLOOM
KEYNOTE SPEAKER
Gary McGrath
CEO, Statarius Consulting
BEN CONNER
CEO, Conner Insurance
Eric Silverman,
Founder
Voluntary Disruption
Jim Blachek, CEO, Dynamic Benefit Solutions
Michael Lutz, Partner, Compass Benefits Group
DALE DUPREE
Founder, The Sales Rebellion
Leah Binder
MA, MGA President & CEO,
The Leapfrog Group
Marcus Osborne
Senior VP, Walmart Health
Jeffrey Hayzlett
Meredith Elliot Powell
Sales Strategist & Author The Best Sales Book Ever
 
Jason Silverman
Founder and Chief Evangelist, BenefitsGuide
Nelson Griswold
Managing Director, NextGen Benefits
Sheila Savageau
US Healthcare Leader, General Motors
Allison De Paoli
founder, de paoli professional services
Beth Johnson
Consultant
Chris Wolpert
Founder, Group Benefit Solutions
Corey Biscoglia
Director, Business Development
Cristin A. Dickerson, MD
Co-Founder, Green Imaging
DANIEL R. MEYLAN
SVP, Broker Relations, Payer Compass
Debbie Stevens
Regional VP, Sales, Payer Compass
Daniel LaBroad, President/CEO,  Ovation Health & Life Services, Inc.
DANIEL STEIN, MD, MBA,
CEO/FOUNDER, Embold Health
Deborah Ault, President,  Ault International Medical Management
Deke Lape 
D2E Health Plans
ERIC BARKER, RPH
VICE PRESIDENT OF BUSINESS DEVELOPMENT, True Rx Health Strategists
Heath Potter, MBA
Chief Growth Officer, 6 Degrees Health
Jamie Lagarde
Chief Executive Officer, Sedera
Jeff Berlin
Chief Financial Officer/Executive Vice President, EL Hollingsworth group of transportation companies
Jeff Freeman
Chief Executive Officer, Heritage Christian School
Jennifer S. Berman
CEO and co-founder of MZQ Consulting, LLC
john harris
CEO, CU Benefits Alliance
Julian Lago
President and Co-Founder,
Benezon LLC
LISA GISH
Director of Client Experience, TrueScripts
MARCY HEATH
CEO, InoVentive, Benefits Consulting
Mike hill
Founder, Total Control Health Plans
Stefanie Pigeon, President, Affiliated Associates
Naama O. Pozniak
Founder & CEO, Paz Holding, Inc.
Renzo Luzzatti
President and CEO,
US-Rx Care
Rodger A. Bayne
RHU, CEO
Robert Alan Bull
CEO and Founding Member, AdminaHealth®
Greater New York City Area
times are EST

AGENDA

Day 1

Wednesday, January 20, 2021

8:30 AM - Solution Pavilion

9:30 AM - Stress Buster Productivity Meditation Session

Naama O. Pozniak

A+ Insurance Service - 2019 Wellness Adviser of the Year, Top Women in Benefit Advising Honoree

10:00 AM - Welcome & Charge


Managing Director, NextGen Benefits

Nelson Griswold

10:10 AM - How to Beat the Game No Matter What Cards You're Holding

KEYNOTE


Molly Bloom

Keynote Speaker

 

11:15 AM - Expert Roundtables

Heath Potter
Chief Growth Officer, 6 Degrees Health
 
Julian Lago
President, Benezon
 
Jason Silverman
Founder & Chief Evangelist, BenefitsGuide
 
Rodger Bayne
President, BIC
 
Renzo Luzzati
President & CEO, US- Rx Care

12:15 PM - BREAK

12:30 PM - Cost Is Only Half of the Equation: Making Health Care Quality Transparent

BREAKOUT ROOM 1

Cost Is Only Half of the Equation: Making Health Care Quality Transparent


Leah Binder
, The Leap Frog Group

Daniel Stein, Embold Health

NELSON GRISWALD

Nelson Griswold, NextGen Benefits

12:30 PM - 7 Steps to Creating the Perfect Sales Process

BREAKOUT ROOM 2 7 Steps to Creating the Perfect Sales Process Sales Strategist, Bestselling Author, Molly's Game Meridith Elliott Powell, Motion First

1:00 PM - Solution Pavilion

2:00 PM - What If You're Wrong? - Eliminating the Key Objections in the C-Suite

BREAKOUT ROOM 1

What If You're Wrong? - Eliminating the Key Objections in the C-Suite

CEO, Stratarius Consulting

Dr. Gary McGrath, Statarius

Evidence-Based Medicine - Taking the Gamble Out of Medical Treatment
Deb Ault, AIMM
 

2:00 PM - Evidence-Based Medicine - Taking the Gamble Out of Medical Treatment

BREAKOUT ROOM 2

Evidence-Based Medicine - Taking the Gamble Out of Medical Treatment
Deb Ault, AIMM
 

2:30 PM - The Evolutionary Revolution: How the NextGen C-Suite Conversation is Evolving

Managing Director, NextGen Benefits

Nelson Griswold

 

3:00 PM - The NextGen Benefits Testicular Self-Exam

Deb Ault, AIMM

3:25 PM - MasterMind Roundtables

4:00 PM - BREAK

4:15 PM - Simplifying Premium Billing: 5 Powerful Questions to Gain Competitive Advantage

Robert Bull, AdminaHealth

4:40 PM - More & Easier Sales: Marketing That Fills Your Pipeline with Warm Leads

More & Easier Sales: Marketing That Fills Your Pipeline with Warm Leads

Managing Director, NextGen Benefits

Nelson Griswold, NextGen Benefits Network


Deke Lape
, D2E Health Plans

Allison De Paoli, Altiqe - Top Women in Benefit Advising Honoree

Chris Wolpert, Group Benefit Solutions - Rising Star in Advising

5:10 PM - 2021 Market Trends You Won’t Want to Miss…

Jamie Lagarde, Sedera

5:30 PM - Review, Preview & CTA

Managing Director, NextGen Benefits

Nelson Griswold

 

6:10 PM - Speed Networking

6:30 PM - Solution Pavilion

8:00 PM - Pavilion Closes

Day 2

Thursday, January 21, 2021

8:30 AM - Solution Pavilion

9:30 AM - Stress Buster Productivity Meditation Session

Naama O. Pozniak, A+ Insurance Service - 2019 Wellness Adviser of the Year, Top Women in Benefit Advising Honoree

10:00 AM - Make Your Move - How to Win When the Benefits Game Is Fixed & You're Always Dealt a Losing Hand

KEYNOTE: Make Your Move - How to Win When the Benefits Game Is Fixed & You're Always Dealt a Losing Hand

Managing Director, NextGen Benefits

Nelson Griswold

11:00 AM - Making Moves: Top Advisers Share Strategies from their C-Suite Wins

Making Moves: Top Advisers Share Strategies from their C-Suite Wins


Ben Conner
, Conner Insurance - 2020 Broker of the Year Finalist

 


Mark Grisanti
, Opus Advisory - Rising Star in Benefit Advising

John Harris, CU Benefits Alliance

Marcy Heath, InoVentive Consulting - Top Women In Benefit Advising Honoree

Mike Hill, Coldbrook Insurance

11:25 AM - Easy, Affordable Medical Imaging

Cristin Dickerson, MD, Green Imaging

11:45 PM - BREAK

12:00 PM - The Acid Test: NextGen Advisers Present to Top CEOs

The Acid Test: NextGen Advisers Present to Top CEOs

Jeffrey Hayzlett, C-Suite Network

 



Various CEOs TBA

Various NextGen Advisers TBA

1:00 PM - Solution Pavilion

2:00 PM - Making Their Own Moves - Health Care Lessons from Two Corporate Giants

KEYNOTE PANEL: Making Their Own Moves - Health Care Lessons from Two Corporate Giants

Senior VP, Walmart Health


Marcus Osborne
, Walmart Health


Sheila Savageau
, General Motors

Managing Director, NextGen Benefits


Nelson Griswold
, Moderator

2:50 PM - Expert Roundtables

3:50 PM - How to Use a PBM as a Sales Tool

Eric Barker, RPh, True Rx

4:15 PM - Straight from the C-Suite: What Executives Really Want to Hear from Their Adviser

KEYNOTE PANEL: 

Jim Blachek, CEO
Dynamic Benefit Solutions
 
Jim Eickhoff, President & CEO
Creative Dining Services
 
Jeff Freeman, CEO
Heritage Christian School
 
Kent Talley, Corporate Controller
Alan Wire

Nelson Griswold

5:00 PM - BREAK

5:15 PM - NextGen by the Book: Compliance Landmines You Must Avoid

BREAKOUT ROOM 1

NextGen by the Book - Compliance Landmines You Must Avoid

Jen Berman, JD, MBA, MZQ Consulting

5:15 PM - Break Through Mediocrity: Changing the Game for Long-Term Sales Success

BREAKOUT ROOM 2

Break Through Mediocrity: Changing the Game for Long-Term Sales Success

Founder, The Sales Rebellion


Dale Dupree
, Sales Rebellion

5:50 PM - Implementation, CTA & Final Charge

Managing Director, NextGen Benefits

Nelson Griswold, NextGen Benefits Network

 

6:30 PM - Solution Pavilion

8:00 PM - Pavilion Closes

BONUS DAY - NextGen Benefits Boot Camp

Friday, January 22 , 2021

10:00 AM - Overview

Managing Director, NextGen Benefits
Nelson Griswold

 

10:15 AM - Intro to NextGen Benefits

Deb Ault, AIMM

David Contorno, e Powered Benefits (invited)

10:45 PM - BREAK

11:00 AM - Module 1 - Move from Broker to Adviser

12:00 PM - Module 2 - Move to Fees & Performance-Based Compensation

1:00 PM - LUNCH

2:00 PM - Module 3 - Build Your NextGen Benefits Solutions Toolbox & Team

3:00 PM - Module 4 - Learn Alternative-Funding Essentials

4:00 PM - BREAK

4:15 PM - Module 5 - Master the C-Suite Conversation

5:15 PM - Implementation Session & Final Charge

5:30 - Adjourn

SUCCESS STORIES

2021 SPONSORS