Dedicated Meetings with Customer Success Manager to take place between Tuesday 5/7 and Thursday 5/9. CSMs will reach out to schedule a convenient time to meet.

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This class will help administrators/decision-makers on the BASYS and ISSI platforms with implementing Bridgeway software updates and workplace changes in your fund office.

• Learn more about types of change and how Change Management can improve business outcomes
• Understand key components of Change Management and how to apply them in your organization
• Understand how to recognize and overcome resistance to change
• Learn strategies to guide you from awareness to acceptance
• Apply Change Management processes to your own real-world challenges or situations

Training is offered twice. Each class is limited to 36 people. Registration will be required.

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• When does Year End Processing begin?
• What to do with my Work Order form?
• When do I start my internal Year End Processing?
• How does the Year End Processing approval process work?

Training is offered twice. Each class is limited to 40 people. Registration will be required.

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• When Does YEP Begin?
• What to do with my Work Order Form?
• When do I start my internal Year End processing?
• How does the YEP Approval Process Work?

Training is offered twice. Each class is limited to 40 people. Registration will be required.

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Thank You To Our Sponsors!

• PLATINUM | Green Light
• GOLD ELITE | Zellis
• GOLD | OnSite Logic
• SILVER | Berwyn Group
• BRONZE | Rocket Software
• BRONZE | ePlan
• BRONZE | FAIRHealth

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We’ll kick off UGC2024 with a welcome by Executive Vice President Jeff Herman, who will look back at 2023 happenings and strategic workstreams announced at last year’s conference. He’ll hand it off to CEO Todd Plesko for a report on Bridgeway’s accomplishments and challenges and the go forward strategic vision and direction for the company. Learn how Bridgeway is defining success and building for the future through a systematic, secure and sustainable approach.

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Bridgeway’s new VP of Strategic Partnerships, Michelle Manolovic, will discuss our partnership principles, selection criteria, and strategic framework. Explore technology and benefit administration solutions that can help you remain flexible as the landscape changes. Learn how to access Bridgeway technology partner expertise and resources, and what we're doing to help reduce implementation timelines and streamline workflows. Hear from preferred partners and customers about how they worked together to solve problems and find solutions.

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This is the place to learn about the robust BASYS product enterprise and what’s new across the platform including many enhancements, add-ons, and new features — all designed to improve efficiency, automation, accuracy, and make life a little bit easier for you and your members. Customers enrolled in the Assurance program are entitled to updates of their licensed products as part of their subscription benefits. Find out what’s available now and what’s coming in 2024 and beyond. Come and Get It!

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Get your boots on the ground in OKC and play a pivotal role in shaping the future of eFlow! This interactive session is your opportunity to share insights, experiences, and suggestions. By participating, you'll not only help us tailor eFlow to better meet your needs but also connect with a community of like-minded professionals. Make your voice heard and contribute to the evolution of a tool that's transforming fund office workflows!

This session is offered twice. Each session is limited to 60 people.

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Learn tips and tricks on how to improve the appearance of your letters today and participate in a voice of the customer discussion to help us identify the features and functionality that are most important as we map the future of the letter writer product. Learn how you can use graphic overlays in place of a simple text letterhead to modernize the look and feel of letters and statements. Gain insights on font styling that is available now, including bolding, italics, and underlining. Weigh in on capabilities to improve your member communications and provide input on the future product roadmap by providing feedback on potential new capabilities.

This session is offered twice. Each session is limited to 60 people.

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The fund office and your members are increasingly reliant on and expecting the convenience of member portals with 64% of all Bridgeway customers using a member portal today. Both the BASYS and ISSI platforms offer portals with features and capabilities for sharing and managing benefit information and communications that are embraced by fund offices and members. You like your portals! In this session, we’ll explore portal unification opportunities and gather your input for the road ahead. (ISSI I-Site and BASYS Member).

This session is offered three times. Each session is limited to 60 people.

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Meet Dr. Michelle Frankich and hear how Bridgeway is advancing excellence through education in Taft-Hartley benefits administration. In this session she will introduce this new industry leading training resource, spotlight the latest research on online learning and share the strategic vision for Bridgeway University (BWU). Learn the ways BWU will benefit you, what’s available today, and how future training topics will roll out, grow, and evolve.

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Get up close to the features and functions you want to see and get your questions answered while enjoying a wine, beer or soft drink. Experience a variety of demonstrations provided by Bridgeway subject matter experts.

DEMO STATION 1 | ISSI

Year End Approval Process, Encompass Catalog (Enhanced Patient Comments | Updated Benefit Summary Acumen Screen | Provider Overpayment Tracking | Eligibility / Hour Look Up)

DEMO STATION 2 | ISSI

ULTRA Tips & Tricks, Letter Enhancements, Encompass Catalog (Comment Search Feature | Photo ID on Participant Screen | Fuzzy Matching Program to Find Participants with Duplicate / Erroneous) SSN Records

DEMO STATION 3 | BASYS

FundOffice, Provider Portal, UnionOffice, HRA Claims          

DEMO STATION 4 | BASYS

PensionBenefits, Writer

Sponsored by

The Berwyn Group

DEMO STATION 5

Request a Demo | BASYS & ISSI    

Sponsored by

OnSite Logic

DEMO STATION 6

Bridgeway University!

Sponsored by

OnSite Logic

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Sponsors

Enjoy a delicious buffet dinner with cocktails and access to exhibits at the National Cowboy & Western Heritage Museum.

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Sponsors

Thank You To Our Sponsors!

• PLATINUM | Green Light
• GOLD ELITE | Zellis
• GOLD | OnSite Logic
• SILVER | Berwyn Group
• BRONZE | Rocket Software
• BRONZE | ePlan
• BRONZE | FAIRHealth

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Learn about the ways we're empowering customers with the Customer Success Organization (CSO) leading the charge. Understand the role of the Customer Success Manager (CSM) and how they support you. Hear how we’re building relationships, driving success, and measuring performance through sustainable best practices. Get an update on the OneDesk ticketing system and a first look at the new One Bridgeway portal!

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Learn tips and tricks on how to improve the appearance of your letters today and participate in a voice of the customer discussion to help us identify the features and functionality that are most important as we map the future of the letter writer product. Learn how you can use graphic overlays in place of a simple text letterhead to modernize the look and feel of letters and statements. Gain insights on font styling that is available now, including bolding, italics, and underlining. Weigh in on capabilities to improve your member communications and provide input on the future product roadmap by providing feedback on potential new capabilities.

This session is offered twice. Each session is limited to 60 people.

Add to Calendar

The fund office and your members are increasingly reliant on and expecting the convenience of member portals with 64% of all Bridgeway customers using a member portal today. Both the BASYS and ISSI platforms offer portals with features and capabilities for sharing and managing benefit information and communications that are embraced by fund offices and members. You like your portals! In this session, we’ll explore portal unification opportunities and gather your input for the road ahead. (ISSI I-Site and BASYS Member).

This session is offered three times. Each session is limited to 60 people.

Add to Calendar

Get your boots on the ground in OKC and play a pivotal role in shaping the future of eFlow! This interactive session is your opportunity to share insights, experiences, and suggestions. By participating, you'll not only help us tailor eFlow to better meet your needs but also connect with a community of like-minded professionals. Make your voice heard and contribute to the evolution of a tool that's transforming fund office workflows!

This session is offered twice. Each session is limited to 60 people.

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Benefit disbursements are a critical fund office function, but sometimes, the payment lifecycle doesn't end as expected. Join us in this session to help shape the product roadmap for fund office efficiencies in the lifecycle of disbursements for Pension, Member Accounts and Disability benefits. Provide your input on improvements for handling stale checks. Weigh in on features to streamline managing voids through a batch void process. Share your insights on enhancements for recouping overpayments. Align with BASYS platform product owners on your pain points and business challenges.

This session is offered twice. Each session is limited to 60 people.

Add to Calendar

This class will help administrators/decision-makers on the BASYS and ISSI platforms with implementing Bridgeway software updates and workplace changes in your fund office.

• Learn more about types of change and how Change Management can improve business outcomes
• Understand key components of Change Management and how to apply them in your organization
• Understand how to recognize and overcome resistance to change
• Learn strategies to guide you from awareness to acceptance
• Apply Change Management processes to your own real-world challenges or situations

Training is offered twice. Each class is limited to 36 people. Registration will be required.

Add to Calendar

Encompass offers ISSI platform customers access to a shared community of software enhancements and services through a predictable, scalable and sustainable SaaS experience. In this session you will hear from Encompass charter pilot members who have helped guide the development of the program as we do a deep dive into included subscription services, what’s in the enhancements sharing library today, and what’s coming next!

Customer Panel:

• Mike Donovan, Electrical Construction Trust Funds, Local 103, IBEW
• Whitney King, IBEW Local Union 481 Benefit and Pension Trust Funds 
• Ryan Sica, Eastern Atlantic States Carpenters Benefit Funds

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The fund office and your members are increasingly reliant on and expecting the convenience of member portals with 64% of all Bridgeway customers using a member portal today. Both the BASYS and ISSI platforms offer portals with features and capabilities for sharing and managing benefit information and communications that are embraced by fund offices and members. You like your portals! In this session, we’ll explore portal unification opportunities and gather your input for the road ahead. (ISSI I-Site and BASYS Member).

This session is offered three times. Each session is limited to 60 people.

Add to Calendar

Benefit disbursements are a critical fund office function, but sometimes, the payment lifecycle doesn't end as expected. Join us in this session to help shape the product roadmap for fund office efficiencies in the lifecycle of disbursements for Pension, Member Accounts and Disability benefits. Provide your input on improvements for handling stale checks. Weigh in on features to streamline managing voids through a batch void process. Share your insights on enhancements for recouping overpayments. Align with BASYS platform product owners on your pain points and business challenges.

This session is offered twice. Each session is limited to 60 people.

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Meet new Chief Technology Officer Brian Pearson! In this session he will share his overarching philosophy for technology as well as product management of technology. Understand how these guiding principles translate into mid-term goals and a long-term vision for Bridgeway. We’ll take a look at recent achievements under Brian’s direction, how we’re leveraging technology partners to deliver secure and sustainable solutions, current cybersecurity events and the role of AI in the future.

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Get up close to the features and functions you want to see and get your questions answered while enjoying a wine, beer or soft drink. Experience a variety of demonstrations provided by Bridgeway subject matter experts.

DEMO STATION 1 | ISSI

Year End Approval Process, Encompass Catalog (Enhanced Patient Comments | Updated Benefit Summary Acumen Screen | Provider Overpayment Tracking | Eligibility / Hour Look Up)

DEMO STATION 2 | ISSI

ULTRA Tips & Tricks, Letter Enhancements, Encompass Catalog (Comment Search Feature | Photo ID on Participant Screen | Fuzzy Matching Program to Find Participants with Duplicate / Erroneous) SSN Records

DEMO STATION 3 | BASYS

FundOffice, Provider Portal, UnionOffice, HRA Claims          

DEMO STATION 4 | BASYS

PensionBenefits, Writer

Sponsored by

The Berwyn Group

DEMO STATION 5

Request a Demo | BASYS & ISSI    

Sponsored by

OnSite Logic

DEMO STATION 6

Bridgeway University!

Sponsored by

OnSite Logic

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We'll wrap up our conference with a farewell reception hosted at Skyline located in the Bricktown Entertainment District, a stunning one-of-a-kind event venue. Listed on the National Register of Historic Places, this venue has breathtaking views of both the Bricktown Canal as well as Downtown Oklahoma City. 

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Sponsors