L&P Department Meeting Agenda

September 30 October 2, 2014

As of 09/25/2014

1
MEETING GOALS
Provide education and information relevant to strategy for 2015 and beyond (Company, Businesses
and L&P).
Provide opportunities for team building, recognition and best practices sharing.
Promote the use of technology in L&P.


Tuesday, September 30
Timeframe Activity
12:00-1:00 Buffet Lunch
1:00-1:15 Welcome-Overview
Gina Dano, Director, Learning & Performance
1:15-1:30 Team Activity - Introduction
1:30-2:15 Aetnas Strategic Direction: Enterprise Wide and L&RB
Sheryl Burke, Vice President, Enterprise Sales and Specialty, LRB
2:15-3:00 Aetnas Strategic Direction and the Field Organization
Regina Hunter, Vice President, Field Management, LRB Sales & Distribution
3:00-3:15 Break
3:15-3:30 Team Activity (continued)
3:30-4:45 Project Tracker: The future of managing L&P Projects
Rob Stevens
4:45-5:00 Team Activity (continued)
5:00-5:15 Wrap-up
Gina


Wednesday, October 1
Timeframe Activity
8:00-8:30 Continental Breakfast
8:30-8:45 Recap Day 1 and Review Day 2 Agenda
Michael Hannah
8:45-10:30 Getting the Most out of WebEx
Carol Frantz, Sr. Operations Support Specialist, AIS
10:00-10:45 Break
10:45-11:30 Effective Use of Big Tin Can
Chip Peters
11:30-12:15 Lunch
12:15-12:30 Team Activity (continued)
12:30-1:15 Strategic Direction and Partnership Opportunities: Private Exchanges (L&RB)
Patrick Sullivan, Head, Alternative Distribution Strategies, LRB
L&P Department Meeting Agenda
September 30 October 2, 2014

As of 09/25/2014

2
Wednesday, October 1 (continued)
Timeframe Activity
1:15-2:00 Strategic Direction and Partnership Opportunities: National Accounts
Katerina Guerraz, Executive Director, Strategic Planning, NA Operations
2:00-2:15 Break
2:15-2:30 Team Activity (continued)
2:30-3:15 Strategic Direction and Partnership Opportunities: Medicare
Daniel Dyer, Executive Director, Medicare, New England Market
3:15-4:00 Strategic Direction: L&P
Gina
4:00-4:30 2014 Successes
Management Team
4:30-4:45 Wrap-up
6:00 Dinner: Rooftop 120-Glastonbury, CT

Thursday, October 2
Timeframe Activity
8:00-8:30 Continental Breakfast
8:30-8:45 Recap Day 2 and Review Day 3 Agenda
Lori Baron
8:45-9:45 Project Analysis: A Look Back and The Way Forward
Karen Gorr and Gina
9:45-10:00 Break
10:00-10:15 Final Activity
10:15-11:45 Strengthening What Matters
Diane Madore
11:45-12:15 Next Steps and Wrap-Up
12:15 Boxed Lunch and Departures