NABIP Oregon Annual Convention – Day 1 
July 10, 2025   

12:30 pm – 1:30 pm  
Lunch 

1:30 pm – 2:30 pm  
Mental Health in the Workplace: Practical Solutions That Work and Return on Investment Considerations 
In this information session, internationally recognized thought leader in workplace health and productivity Dr. Amell will discuss the important topic of mental health in the workplace. The issues of anxiety, stress, depression, burnout and rustout will be covered through the lens of the evidence that employers, consultants and brokers should consider when choosing to enable this type of programming, as well as associated return on investment (ROI) considerations.   
Presented by Dr. Tyler Amell PhD, MSc, BSc - Faculty and Chief Health and Strategy Officer with Pacific Coast University for Workplace Health Sciences and MediKeeper, Inc.
This program was approved for one (1) hour of general continuing education by the Oregon Division of Financial Regulation.

2:35 pm – 3:35 pm  
How Did That Become Law? A Review of 2025 Legislation and What’s Percolating for 2026
Will review significant legislation that passed affecting health benefits and employers.
Presented by Tom Holt, NABIP Oregon Lobbyist, The Holt Company
This program was approved for one (1) hour of Oregon law continuing education by the Oregon Division of Financial Regulation. 

3:40 pm – 4:00 pm  
Break with Exhibitors 

4:00 pm – 5:00 pm  
Supporting Client Wellbeing: Navigating Waves of Change 
In an era marked by shifting regulations, evolving employee expectations, and rising benefit costs, clients need trusted partners who can help them adapt and thrive. This session equips benefits and insurance professionals with proven strategies to support whole-person wellbeing while managing cost pressures and organizational change. You’ll learn how to build the business case for wellbeing, leverage underutilized resources, and drive engagement through strategic communication. Featuring real-world, budget-conscious examples, this session offers practical tools to help you navigate the waves of change and deliver meaningful value to your clients. 
Presented by Chase Sterling MA, CWP - Founder & Principal Consultant with Wellbeing Think Tank / HHP Cultures
This program was approved for one (1) hour of general continuing education by the Oregon Division of Financial Regulation.

5:00 pm  
Closing Remarks  

7:30 – 9:30 pm  
Join us for a beach bonfire!
Unwind with us during the NABIP Oregon Annual Convention in Seaside with a cozy evening bonfire on the beach. Enjoy great company, ocean views, and a relaxed atmosphere—it's the perfect way to end the day! 

NABIP Oregon Annual Convention – Day 2 
July 11, 2025  

7:30 am 
Registration Open 

7:30 am – 8:00 am  
Breakfast with Exhibitors 

8:00 am – 8:10 am  
Opening Remarks 

8:10 am – 9:10 am  
Blind Spots: Recognizing Our Bias 
Having unconscious bias doesn’t make you a bad person—it makes you human. While many associate bias with deliberate actions, unconscious biases can unknowingly influence decisions, often based on incomplete or inaccurate information. These biases impact workplace dynamics, from hiring to promotions, shaping opportunities for employees. This program will explore common types of unconscious bias and provide strategies to prevent them from influencing workplace interaction and decisions. Attendees will gain self-awareness tools and practical approaches to fostering a more inclusive workplace.  
Presented by Deborah Jeffries PHR, CP, CPC – Vice President with HR Answers, Inc.
This program was approved for one (1) hour of ethics continuing education by the Oregon Division of Financial Regulation.

9:15 am – 10:15 am 
ICHRA 101: Demystifying the Defined Contribution Approach to Employee Benefits
With health insurance costs on the rise and employer needs growing more diverse, individual coverage health reimbursement arrangements (ICHRAs) are becoming an increasingly important part of the benefits conversation. This session provides a foundational understanding of how ICHRAs work, how they differ from traditional group plans, and where they fit in today’s benefits landscape. We’ll cover the regulatory framework, eligibility requirements, common use cases, and how brokers can support their clients in evaluating this option. Whether you're new to ICHRAs or looking to expand your advisory toolkit, this course will equip you with the knowledge to start the conversation with your clients. Attendees will leave with practical insights and real-world examples.
Presented by Angela Platta - Vice President of National Business Development, West with Remodel Health
This program was approved for one (1) hour of general continuing education by the Oregon Division of Financial Regulation.  

10:15 am – 10:30 pm  
Break with Exhibitors 

10:30 pm – 11:30 pm  
Oregon Economy Update
Presented by Eric Fruits

11:35 – 12:35 pm  
Leveraging AI Tools to Increase Efficiency and Improve Client Service
Providing a strong, foundational understanding of AI, this presentation will reveal best practices and actionable strategies for leveraging AI tools effectively and responsibly throughout the insurance lifecycle. From prospecting and client communication to monitoring compliance issues, you’ll discover why AI adoption is key for delivering more value and better service to the clients you serve.   
Presented by Tracy Olsen, CSFS® - Director of Sales and Regional Director of Business Development, Oregon and Washington with Regence Health Plans
This program was approved for one (1) hour of general continuing education by the Oregon Division of Financial Regulation. 

12:35 pm  
Closing Remarks 

 * Schedule Subject to Change