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Connecting Health with Financial Wellness: Simple is the New Smart

Date TBA • 2:00 - 3:00 p.m. ET

1.25 CTFA, 1.25 CRSP

Explore and identify the latest trends in the Health Savings Account Market and connect "Health and Financial Wellness." Optum Financial Services will cover three core topics. Get your questions answered!

This Briefing will focus on:

  • Overall trends in the Health Savings Market and the continued growth in participation and contribution
  • "Simple is the new Smart," and how Optum is leveraging technology to increase consumer engagement
  • How long term savings and setting investment goals are changing how consumers behave and their overall utilization of health care


  • Deborah Culhane, President and CEO, Optum Bank, Senior Vice President, Optum Financial Services
  • Glen J. Kvadus, Jr., Vice President, Optum Financial Services
  • Roy Ranthum, President and Founder, HSA Consulting Services
  • Kevin McKechnie, Executive Director, Health Savings Account (HSA) Council, Senior Vice President, American Bankers Association

 Continuing Education Credits


ABA Professional Certifications has approved this program for 1.25 CRSP and 1.25 CTFA continuing education credits for the live program and the recording.

CPE logoThis group-live event is being reviewed for 1.0 CPE credits for CPAs (Specialized Knowledge). Recordings are not eligible for CPE credits. No prerequisites required.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

​Questions? Please contact Linda Shepard / Cari Hearn for more information.

 Pricing & Purchasing


Live Briefing or Recording
​ABA Member • $210
Non-Member • $310

Registration information available soon.


Live registration provides a connection for one room where unlimited listeners can be present, and streaming recording access FREE for 7 days.



  • Senior Bank Management
  • Bank Marketing Officers
  • Customer Relations Officers
  • Retail Banking Managers
  • Product Development Officers
  • Bank Insurance Professionals
  • Human Resources Personnel
  • Compliance Personnel
  • Legal Personnel
  • CRSPs, CTFAs, CPAs

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