14 th Annual

Texas Nonsubscription
& Oklahoma Option
October 16-17, 2014
Effective February 1, 2014, Oklahoma became the second state to broadly allow an alternative to Workers’
Compensation for employers. You are invited to come and hear industry leading experts, regulators, and employers
address both Texas Nonsubscription and the Oklahoma Option. You will hear the latest information and benefits of
alternatives to Workers’ Compensation. PartnerSource consistently presents the most comprehensive
and informative program on Alternatives to Workers’ Comp in the Southwest!
When & Where
October 15, 2014
Texas Alliance of Nonsubscribers Annual
October 16, 2014
7:30 am – 8:30 am Registration &
Dallas | Houston | San Antonio | Los Angeles
Continental Breakfast
8:30 am – 4:45 pm Program with lunch &
5:00 pm – 5:45 pm Optional Industry Focus
6:00 pm – 9:00 pm 20th Anniversary
PartnerShip Celebration
October 17, 2014
8:00 am – 8:30 am Registration &
Continental Breakfast
8:30 am – 1:00 pm Program with lunch
Omni Dallas Hotel Park West
1590 LBJ Freeway
LBJ at Luna Road (Exit #28)
Dallas, TX 75234
Complimentary Guest Parking
Lucero Wollam
Law Firm
© Copyright 2014 PartnerSource
Featured Speakers
Industry Update: Texas, Oklahoma, and Beyond - Bill Minick, JD, LLM and
John Doak, Oklahoma Insurance Department Commissioner
Bill Minick, the leading authority on alternatives to Workers’ Compensation, will advise us on the latest information about
the Oklahoma Option, as well as giving a legislative update on Texas nonsubscription. He will also lead a discussion with
several well-known employers comparing Texas and Oklahoma alternatives.
Medical Management - Melissa Tonn, MD
President and Chief Medical Officer of OccMD Group, Dr. Melissa Tonn, will bring to life nonsubscriber medical
management case studies. She will also discuss management of mandatory benefits in Oklahoma and give us a view of
a medical expert’s role in litigation. Dr. Tonn is an annual favorite and you will find her sessions both entertaining and
Biodynamic Research Corporation (BRC) - Accident Reconstruction - Lars Reinhart, MD and Enrique Bonugli, BSME
Accident reconstruction is often utilized to determine the events that led to a crash and helps prove exactly what
happened, how it happened and why. Enrique Bonugli, a senior test engineer at BRC, will walk us through a
reconstruction and add clarity as to what caused the incident and why there might be differences between witness
testimony. Dr. Reinhart specializes in emergency medicine and will discuss injuries resulting from “slip and falls” and
falling objects.
Employee Protection: The Framework of Alternative Benefit Programs - Staci Cassidy, JD
This session will highlight a variety of federal legislation that guides an employer in building, implementing and
administering an alternative benefit program that takes care of injured employees.
The Litigation Report Card: What is Our Grade? Partnersource Attorney Team Leaders led by Jennifer Hurless, JD
This session will review the number of negligence claims asserted, as well as their outcomes, in an effort to provide a
picture of the risk of exposure actually realized through responsible nonsubscription.
So You Think You Can Investigate? - PS Players
The PS Players will have another engaging presentation this year, demonstrating how to avoid common pitfalls in
the initial recorded statement and then how to use this information to access relevant details through social media,
surveillance, and background checks.
What Says the High Court? - Donna Peavler, JD and David Dodge, JD
Donna Peavler of The Peavler Firm, will detail what the Appeals Court of Texas held in Austin v Kroger (2013) and
David Dodge of McCathern PLLC will further provide an update of additional significant case law developments affecting
nonsubscribers. Both of these attorneys specialize in general liability, nonsubscription and commercial litigation.
Texas Nonsubscriber Essentials for Professionals - Richard Johnson, JD
Richard will lead a session that will offer a broad overview of nonsubscription, including identification of major program
components and keys to success. This session is designed for the professional considering opting out of Texas Workers’
Compensation and those new to Texas nonsubscription.
Breakout Sessions:
How Can a Mandatory System of Benefits Deliver Superior Medical Outcomes? - Melissa Tonn, MD
Understanding ERISA Compliance & Resolution of Benefit Disputes - Julie Lambeth, JD
Texas Nonsubscriber Essentials for Professionals - Richard Johnson, JD
A Medical Expert’s Role in Litigation - Melissa Tonn, MD
Oklahoma Qualification and Program Development - Russell Huber, Lisa White, ARM, and Brian Merrell
Hot Employment Topics - Barry Moskowitz, JD
Presenters will be employers, physicians, attorneys and other top industry professionals.
© Copyright 2014 PartnerSource
Event Details
One of the Largest
Risk Management Events
in the Southwest
WHO SHOULD ATTEND: Employee benefits, finance, human
resource and risk management professionals of both subscribing
and nonsubscribing employers who are interested in learning
how to more effectively manage injury claims outside of the Texas
and Oklahoma workers’ compensation system.
Learn how to improve your Plan, access the expertise of
recognized industry experts, exchange ideas and information
with employers from various industries and take advantage of
continuing education credits.
YOUR INVESTMENT: Register by August 21, 2014, in order
to save $100 off the registration price of $650 per person (for
one or both days). The cost includes each day’s sessions, catered
breakfast, lunch, morning and afternoon breaks, networking
party, and course materials for the entire conference. Registration
is open only to PartnerSource clients, sponsors, exhibitors, and
other special invitees.
MATERIALS: Each registered conference attendee will receive
the latest nonsubscriber resource materials via USB drive.
continuing education unit approval (CEU) for claim adjusters
and insurance agents (TDI), case managers (CCMC), continuing
legal education (CLE), human resources (HRCI), and continuing
professional education (CPE). Contact hours for continuing nursing
education have been applied for through the American Association
of Occupational Health Nurses, Inc. (AAOHN), an accredited
approver of continuing nursing education by the American Nurses
Credentialing Center’s Commission on Accreditation.
•There is no conflict of interest affecting this continuing
education activity.
•The requirements for verifying participation and successful
completion of this continuing education activity are:
•Each participant must verify their attendance by signing in at
the Continuing Education table each morning and submitting
an evaluation tool at the end of each day.
•Participants must attend an entire day’s program to receive
CE credit.
•Invited industry contacts will or have provided sponsorship of
certain food, drink and attendee convenience items, including
tote bags, pens and notepads.
• There is no implied endorsement of any commercial product by
AAOHN, OccMD or PartnerSource.
• There will be no discussion of off-label uses of drugs as defined
by the FDA.
© Copyright 2014 PartnerSource
CONFERENCE HOTEL: Omni Dallas Park West is strategically
located between Dallas/Fort Worth International Airport
and Dallas Love Field for the convenience of all attendees,
whether driving or flying. Our meeting room is furnished with
ergonomically-designed seating for your comfort. Guest rooms
are equipped with flat screen television and luxurious bedding.
Fitness amenities include a heated swimming pool, fully equipped
health club and 10-mile jogging trail around the nearby lake.
This ideal setting has given us a specially negotiated rate of $132
per night. This rate will be available through October 6, 2014.
FOR RESERVATIONS: Call 972-869-4300 or click here for online reservations. Sign up for Omni Select Guest and be eligible
for more complimentary benefits including WiFi in guest room.
Early Departure Fee – In the event a guest who has requested
a room checks out prior to the guest’s reserved checkout date, the
hotel will add an early checkout fee in an amount equal to one
night’s room and tax to that guest’s individual account. Guests
wishing to avoid an early checkout fee should advise the Omni
Dallas Hotel Park West at or before check-in of any change in
planned length of stay.
DRESS: Attire for the conference is business casual. You may
wish to wear long sleeves or bring a jacket as the meeting rooms
are air-conditioned and may be cool.
CANCELLATION POLICY: A $100 processing fee applies to
all registration cancellations. Registrants are responsible for the
entire program fee. No-shows and cancellations made after 5:00
PM CDT, October 3, must pay full conference fee. Alternates from
your company may attend in place of original registrants.
MONEY BACK GUARANTEE: If this is not the most informative,
well-organized and cost-effective conference you have
attended in the past year, we will refund your registration fee –
no questions asked!
Lori Price
[email protected]
Visit our web site:www.partnersource.com
8117 Preston Road, Suite 530
Dallas, TX 75225
Alternatives to
Workers’ Comp
2014 Employers’ Conference
Texas and Oklahoma Option
EMAIL: Email completed form to Lori Price at [email protected]
FAX: Print and fax completed form to 214-239-4581
ONLINE: www.partnersource.com
MAIL: Mail completed form to PartnerSource: 8117 Preston Road, Suite 530, Dallas, TX 75225
COST:$650 (one or both days) for employers
$1,195 for approved PartnerSource vendor partners (limited seating available)
Registration is open to PartnerSource clients, sponsors and exhibitors.
NAME:__________________________________________ TITLE:_________________________________________
COMPANY:______________________________________ EMAIL:________________________________________
ADDRESS:_______________________________________ PHONE:_______________________________________
CITY, STATE & ZIP:_______________________________ FAX:__________________________________________
PAYMENT: ❏ MasterCard
❏ Visa
❏ Invoice with payment due by October 3, 2014
❏ HR
LICENSE NUMBER:_______________________________________________________________________________________
❏ Thursday only
❏ Friday only
❏ Yes
❏ Both days
❏ No
❏ How Can a Mandatory System of Benefits Deliver Superior Medical Outcomes? – Melissa Tonn, MD
❏ Texas Nonsubscriber Essentials for Professionals – Richard Johnson, JD
❏ Employment Hot Topics – Barry Moscowitz, JD
❏ Understanding ERISA Compliance & Resolution of Benefit Disputes – Julie Lambeth, JD
❏ Oklahoma Qualification and Program Development – Russell Huber, Lisa White, ARM, and Brian Merrell
❏ A Medical Expert’s Role in Litigation – Melissa Tonn, MD
© Copyright 2014 PartnerSource