Consumer-Directed Health: Improve Employer Partnership, Member Engagement

  • October 10, 2018
  • 2:00 PM – 3:00 PM ET
  • Online

Health care literacy continues to be a barrier between members and employers’ health care benefits options – especially when it comes to understanding how to properly utilize consumer-directed health care (CDH) accounts. To ensure members are not only well-informed about how to save and plan accordingly during open enrollment, but throughout the plan year, it is key to find ways to personalize communications and CDH benefits management systems.

Attendees will learn:

  • a deeper understanding of employees’ attitudes about CDH benefits and accounts
  • how technology and CDH administrative platforms can create a journey, or a tour, which allows for multi-pronged personalized touchpoints before, during and after the enrollment period.
  • focused and personalized CDH benefits education plan that rolls throughout the entire year
  • how to think about employees’ use of CDH benefits as a journey, or a tour, to create multi-pronged personalized touchpoints before, during and after the enrollment period


Jeff Bakke
Chief Strategy Officer
WEX Health

At WEX Health, Jeff oversees corporate strategy, distribution strategy, and strategic partnerships. A specialist at identifying and capturing business opportunities, Jeff has built and led innovative high-performance teams, developed new products and markets, and developed large strategic clients with exceptional recurring revenue results. He has been instrumental in WEX Health’s focus on the emerging exchange market as well as a continued emphasis on HSA market opportunities.

Jeff’s career includes working at SafeNet, Blue Cross and Blue Shield of Minnesota, Medica Health Plans, Allianz and American Express. He earned a degree in electrical engineering from University of Minnesota-Twin Cities.

Kathy Anderson
Senior Manager, CDHP Operations

At HealthPartners, Kathy Anderson oversees the successful implementation of all Health Reimbursement Account and Flexible Spending Account plans. She partners with Sales to build and maintain strong client relationships and manages the daily administration of these products. She was also the Business Project Manager for the implementation of the WEX Health platform in 2016.

Prior to joining HealthPartners in 2001, Kathy worked as Manager of Health Plan Accounting at United Health Group and was an auditor at KPMG. Mrs. Anderson earned a Bachelor of Science degree in Management and Accounting from Drake University.