ISI Press Room

Select ISI Leadership Appearances 

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Speaking Engagements

ICBA’s National Convention
Keynote Speaker on HSAs
Orlando FL, March 3, 2008

CUNA / MDC Annual Conference
Keynote - HSA Opportunity for Credit Unions
Miami, January 10-11, 2007

2007 CDHC Expo / PrePaid Conference
Panel moderator - Effective Employee Communication Strategies - PrePaid Debit Cards
Las Vegas, February 24-28, 2007

Open Solutions Annual Meeting
Speaker - HSAs: Today and Tomorrow
Panel moderator - Employer HSA Experience Panel
Nashville, April 16-18 (17), 2007

Marcus Evans Conference – Transparency in Insurance Industry
Panel moderator - Bank perspective
Washington DC, June 14-5, 2007

Marcus Evans Conference – 2nd Annual Banking in Healthcare
Speaker - Latest Study: HSAs Today and Tomorrow
New York City, September 20-21, 2007

Source Media – HSA Symposium
Conference Chair
Miami, November 4-6, 2007

Audio Webcast

Kiplinger
How HSAs Can Help Small Businesses Control Healthcare Costs
January 23, 2007

Alexander Hamilton Institute – Employment Law Resource Center
Integrating HSAs into Your Company
July 25, 2007
Link

Events

4th Annual White House HSA Briefing

Washington DC, April 15, 2008
Event Chair
Special Guests: Julie Goon, Special Assistant to the President for Economic Policy
Steve Preston, Administrator, U.S. Small Business Administration
W. Thomas Reeder, Benefits Tax Counsel, U.S. Department of Treasury

3rd Annual White House HSA Briefing
Washington DC, March 20, 2007
Chair
Special Guests: Keith Hennessey, Deputy Assistant to the President on Economic Policy, National Economic Council; Howard Radzely, Acting Deputy Secretary, Department of Labor; William Thomas Reeder, Benefits Tax Counsel, Office of Tax Policy, Department of the Treasury