Burnout – How to Avoid It and Achieve Peak Performance
Blue Cross Blue Shield of Michigan
Keynote for Individual Business Operations and Project Management Annual Meeting
August 2019
Blue Cross Blue Shield Association Medicaid Workgroup
Co-creator on presentation design, content and story arc
Collaborate to Innovate
Blue Cross Blue Shield of Michigan
Keynote for Strategy and Public Affairs All Team Annual Meeting
July 2019
Four Looks – Six Open Enrollments
A longitudinal look at the retail exchange market from four perspectives.
HINDSIGHT-INSIGHT-OUTSIGHT-FORESIGHT
March 2019
Everybody’s Got An Everest – Find Yours
Lessons In Leadership From On the Edge
Human Performance All Team Meeting
January 2019
Hillbilly Elegy – The Impact of Upbringing and Expectations on Performance and Achievement
Sandbox Industries, Chicago
November 2018
Individual Business Unit Long Term Strategic Vision Document. Transforming the Business through a Salesforce Cloud Technology Ecosystem.
BETTER. FASTER. LEANER.
September 2018
Transforming the Business Through Customer Relationship Management and Digital Innovation
Blue Cross Blue Shield Association CIO Roundtable
September 2018
Healthcare Payers: Transform Your Business with Intelligent CRM – Evolving a Salesforce Culture for Growth and Sustainability – Ten Trailblazing Initiatives
Salesforce National Webinar
May 2018
Influence Without Authority
National Management Association
National Webinar Professional Development Lunch & Learn Series
April 2018
An Update on Retail Health Insurance and the ACA through Movies and Music
The Terry Burke Experience
Office of General Audit and Corporate Compliance Annual Meeting
Blue Cross Blue Shield of Michigan
November 2017
Trust Through Transformation
Establishing a Culture of Trust and Keeping It
National Management Association
April 2016
Proposed Initiatives to Assist Marketplace eligible residents of Flint with Flexibility on Enrollment during what became known as “The Flint Water Crisis”
January 2016
Presented to Senior Leadership for Review and Approval
Office of General Counsel Briefing
All Associates Meeting
November 2015
Getting Your Team In The Nimble Zone
Nuts & Bolts Leadership Learning Series
October 2015
The Healthcare Landscape
A Look Ahead at the Impact of Reform on Michigan Entrepreneurs
TIE-Con Detroit
October 2014
Agent Grand Slam
Main Stage Presentation
Rollout of Healthcare Reform and the New Normal
June 2014
Understanding Health Reform’s Impact on Your Practice
An Individual Market Physician Network Proposal
to the Trinity Health Physician Group
May 2013
UniCare Consumer Services Group
Annual Sales Meeting – Back to Basics Module
January 2009
UniCare Consumer Services Group
Sales Tough Themed Sales Conference
Responsible for content, design, story arcs and facilitation
December 2007
UniCare Consumer Services Group
Business Turnaround Plan
Presented to WellPoint Senior Leadership
July 2007 (We turned the business around to profitability in 19 months)
UniCare RSR Program
Sales Assistance from a Distance
2007 Business Plan
October 2006
Plan was approved and with this funding and great execution, the RSR team went on to drive over 34% of total consumer services group sales and was a key success driver to the UniCare overall business turnaround to profitability.
A Proposal for Re-engineering the LTC Career Agency Model at Genworth Financial.
This proposal was professionally received but not implemented. The following year in 2006 the Career Agency Model was shut down due to lack of production. I moved on to UniCare in Chicago, a subsidiary of Anthem, Inc.
June 2005
Inventing the Future
My LTC Division Business Plan in Indiana
Moved the business from 79th out of 82 regions to three consecutive years of Top Ten performance with this business plan. Winner of prestigious Diamond Producer award for growth and underwriting approval rate.
June 2004