The Great Reimagining: Your Opportunity to Reframe the Value of Benefit Spending & Savings Accounts



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Cost: Complimentary

Sponsored by:

Employers are grappling with an ever-changing business landscape. Unemployment is at record lows, and employees are rethinking how, where—even if—they want to work going forward. To keep pace amid this “great reimagining”, employers are jettisoning long-held policies in favor of more flexible options that can be tailored to meet demand and retain talent. More appealing benefits mean more satisfied people; satisfied people are more productive, more consistent, and less likely to look for better opportunities elsewhere.

Along with traditional healthcare benefits and a 401(k) plan, benefit spending and savings accounts are key components of any top-tier benefits package. These offer advantages to people in all career stages, helping them save on healthcare and other expenses—and save for the future. They also help save on taxes, too. The great reimagining is your moment to not only demonstrate that you’re hearing what your people want, but also to make sure that your benefits fit into the redesigned work world.

Join this complimentary webcast to discover how benefit spending and savings accounts can help you shine. You will also learn: 

  • Key features and advantages of benefit spending and savings accounts
  • Myths versus facts around what these accounts can and should do
  • What employees need from their benefit accounts and key features and services that employers expect from account vendors
  • And more…


Phil Mason | Executive Vice President, COO Institutional Banking, Director of Healthcare Services | UMB Healthcare Services

PHIL MASON joined UMB in June 2005. As executive vice president, chief operating officer of Institutional Banking and director of Healthcare Services, Mr. Mason is responsible for the Healthcare Services line of business within Institutional Banking as well as management and oversight of the division’s financial performance, daily operations, compliance teams and several other groups within Institutional Banking. Mr. Mason serves as an executive team member for the Institutional Banking line of business responsible for input on the strategic direction of the department. He focuses on executing strategic initiatives within the division as well as supporting the overall growth of the business.

During his career at UMB, Mr. Mason has assumed successively broader management roles. Prior to his current role, he served as senior vice president, executive operating officer for Institutional Banking. Additional roles include: senior vice president, director relationship management and support for Institutional Asset Management, vice president, line finance for UMB’s Finance Department and senior analyst, Mergers and Acquisitions. Mr. Mason earned a double major bachelor’s degree in finance and economics from the University of Illinois Champaign-Urbana and a Master of Business Administration in finance and management from Rockhurst University.

Matt Clarkin |Principal & Co-founder | Access Point HSA

Principal and co-founder of Access Point HSA, which is a Rhode Island-based independent consulting firm serving at stakeholders in the HDHP/HSA marketplace. Access Point offers education and training primarily through its HSA designation program: The Certified Health Savings Adviser (CHSA®); marketplace information through its HSA provider database (HSA Vista®); and ongoing support to its CHSA® designees and institutional clients. Matt holds a B.S. with honors from Bryant University and is Certified in Healthcare Consumerism (CHCC)