(2689) Expert Panel: Managing Changes to Benefits Workflows

Content Level: Basic

Personas: Account Manager - Employee Benefits, Owner/Principal, Office Manager, IT/Operations Manager, Sales Representative

Products: Applied Benefits Designer, Applied Epic

Wednesday, September 30, 2026

1:30 PM - 2:30 PM East Coast USA Time

Applied Moderator(s)

Jennifer Duggan (she/her/hers)

Senior Business Consultant
Applied Systems
North Chelmsford, Massachusetts

Panelist(s)

MB

Maggie Boucher
Ariel Peterson

Training and Compliance Manager
Moreton & Company
Salt Lake City, Utah
Emily Poeschl (she/her/hers)

Employee Benefits Team Lead
McClone Agency, Inc.
Menasha, Wisconsin
David McKenzie

Director of Employee Benefit Operations
First National Insurance Agency
Pittsburgh, Pennsylvania

Change is constant. From technology enhancements and team restructuring to broader industry shifts, change continues to shape how Benefits work gets done. Join this expert panel as they share how they keep workflows current, actively involve their teams in change-driven decisions, and maintain engagement and motivation through ongoing transformation.

Learning Objectives:

Wednesday, July 15 @ 2:30 EDT

(2689) Expert Panel: Managing Changes to Benefits Workflows

Content Level: Basic Personas: Account Manager - Employee Benefits, Owner/Principal, Office Manager, IT/Operations Manager, Sales Representative Products: Applied Benefits Designer, Applied Epic

Applied Moderator(s)

Panelist(s)

Learning Objectives:

Content Level: Basic

Personas: Account Manager - Employee Benefits, Owner/Principal, Office Manager, IT/Operations Manager, Sales Representative

Products: Applied Benefits Designer, Applied Epic