Health Rosetta Advisor Summit
&
Hint Summit
Folsom Street Foundry, San Francisco
Come join the Health Rosetta team, your fellow certified advisors, leading direct care practitioners for 3 days of insight, relationship-building, and even fun.

April 25, 2019
The next Health Rosetta Advisor Summit will focus on direct care generally and embedding value-based primary care at the center of plans.
We’re holding the Advisor Summit in partnership with Hint Health’s Summit. Hint is the primary enabling administrative technology platform for the direct care market. Their ecosystem includes the vast majority of direct care practitioners in the country.
The joint Summits will bring together experts, physicians, advisors, and plan sponsors who have successfully deployed these plans. By bringing these two ecosystems together, you’ll get a crash course on the pragmatic details of direct care-centric plans, including selling, architecting, underwriting, implementing, and administering.
The content will primarily focus on case studies that include the key plan sponsor, advisor, administrator, and physician stakeholders. A key focus will be on direct primary care, but the sessions will also focus on other direct care models, such as provider direct contracting.
Health Rosetta Summit
&
The 1 day Health Rosetta Summit and 1.5 day Hint Summit will feature dozens of benefits and health care experts, innovators and thought leaders from the Direct Care ecosystem including physicians, patients, advisors, employers, civic leaders, policy experts, and technologists.
Speakers will be sharing experiences and stories of impact designed to inform, inspire and enable Direct Care industry momentum and expansion. Speakers are selected based on the merit of their successes.
Health Rosetta Summit
Catalyze
7:00am | Folsom Street Foundry venue opens (for you early risers!) |
7:30am-8:30am | Breakfast |
---|---|
8:30am-8:40am |
Welcome & Introductions Melissa Taylor |
8:40 - 9:05am |
Opening Keynote/Strategic Update Dave Chase |
9:05am-9:40am |
Full HR Inside Intro and Demo Sean Schantzen & Amy LeVrier |
9:40am-10:20am |
Positioning Value-Based Primary Care at the Center of Plans and Care Sean Schantzen & Dave Chase |
10:20am-10:40am |
Intro Health Rosetta & Hint Partnership Sean Schantzen & Hint Team |
10:40-11:00 am |
Rest / Relationship Building / Member Hub |
10:55 - 11:00am |
Case Study Introduction Amy LeVrier |
11:00am-12:00pm |
Deep Dive Dissection of an Unbundled Plan Scott Haas |
12:00-12:15 pm |
Lunch with working sessions |
12:15 - 1:15pm |
Evolution of RBP Roundtable discussion: How to Increase Adoption and Improve Client and Member Experience Speakers: 6 Degrees Health |
Stop Loss Considerations for Health Rosetta-Centric Plans
Roundtable discussion: Speakers: OneBeacon Group Share |
|
1:15 - 1:30pm |
Networking / Communications Break |
1:30 - 1:35pm |
Case Study Introductions Amy LeVrier |
1:35pm-2:05pm |
Case Study: Onboarding & Administering Value-based Primary Care-centric plans Lisa True and Laura Hirsch, Nova Healthcare Administrators, Inc. |
2:05pm-2:35pm |
Case Study: Creating Value-based Primary Care networks & Reporting Tina Wilt and Dr. Patrick Rohal |
2:35pm-2:50pm |
Rest / Relationship Building / Member Hub |
2:50pm-3:20pm |
Case Study: Building VBPC and Direct Care Buy-in from all stakeholders David Contorno and Sean Schantzen |
3:20pm-3:50pm |
Intro to Community Owned Health Plans Dave Chase |
3:50 - 4:00pm |
Closing Remarks Melissa Taylor |
4:00pm-6:00pm |
Rest / Drinks / Relationship Building (on your own) |
6:00pm-10:00pm |
Hint Opening Party - Sponsored by Elation Health Health Rosetta Advisor Summit attendees convene with the Hint Summit early arrivals. Join us back at the transformed Folsom Foundry venue for an evening of cocktails and conversation! Guests will enjoy an open bar, hors d'oeuvres and high energy music. Don’t miss it! |
Advisor Summit Speakers
Advisor Summit Sponsors & Featured Presenters

Demonstrating Impact
Thursday, April 25 | |
---|---|
6:00pm-10:00pm |
Hint Opening Party Sponsored by Elation Health No sessions, just cocktails and conversation. |
Friday, April 26 |
|
7:00 am | Registration, Breakfast & Networking |
8:00 am - 8:15 am |
Welcome - Summit Vision & Objectives Michael Lubin, Hint Health |
8:15 am - 8:30 am |
Morning Coffee Discussion: From Past To Present - Origins and Evolution of DPC Dr. Garrison Bliss, Bliss MD & Dr. Lisa Davidson, Insight Primary Care |
8:30 am - 8:45 am |
The Physician Experience: Contrasting Insurance Driven Healthcare with DPC Dr. Emilie Scott, Halcyon Health |
8:45 am - 9:00 am |
DPC - The Engine For Primary Care Innovation Dr. Erika Bliss, Equinox Primary Care |
9:00 am - 9:15 am |
Traditional Osteopathy in the DPC Model Dr. Brieanna Seefeldt, Direct Osteopathic Primary Care |
9:15 am - 9:30 am |
Changing Patient Behavior: How DPC Makes It Possible Dr. Kathryn Dreger, Prime PLC |
9:30 am - 10:00 am |
Fireside Chat: From 0-60 DPC Practices Breaking the Growth Curve Dr. Robert Lockwood, Primary Health Partners; Jason Larsen, Assurance Health & Dr. Becky McGilligan, McGilligan MD |
10:00 am - 10:30 am |
Panel Discussion: Emerging DPC Collaboratives - Solving the Employer Demand & Supply Challenge Dr. Clint Flanagan, Nextera Healthcare; Dr. Jeremy Smith, MyMD Select & Dr. Joel Bessmer, Strada Healthcare |
10:30 am - 10:45 am |
The Changing Healthcare Consumer & Emergence of Virtual Direct Primary Care Guy Friedman, SteadyMD |
10:45 am - 11:00 am | 15 Minute Networking Break |
11:00 am - 11:20 am |
The Evolution of Patient Experience Dr. Eric Miller, Paladina Health |
11:20 am - 11:40 am |
From DPC to Direct Care - Expanding the Primary Care Footprint John Collier, Proactive MD |
11:40 am - 12:00 pm |
Hint Keynote Zak Holdsworth, Hint Health |
12:00 pm - 1:00 pm | Lunch |
1:10 pm - 1:25 pm |
DPC in DC - The Latest from the Hill Jay Keese, DPC Coalition |
1:25 pm - 1:45 pm |
Legal Issues to Consider When Building or Participating in Emerging DPC Networks Kathrine Nicol, JD, Nicol Health Law |
1:45 pm - 2:00 pm |
Evolving Healthcare Benefits Landscape and the Impact on DPC Dr. Phil Eskew, Proactive MD |
2:00 pm - 2:45 pm | Employer Plan Sponsor Innovation and Early Attempts Implementing Direct Care |
2:45 pm - 3:00 pm | 15 Minute Networking Break |
3:00 pm - 3:30 pm | Emerging DPC Driven Retail Plan Solutions |
3:30 pm - 4:00 pm | DPC Tech Talks |
4:00 pm - 4:15 pm | Exercising / Networking Break |
4:15 pm - 5:15 pm |
The Power of Story Dr. Jennifer Aaker, General Atlantic Professor of Marketing, Stanford Graduate School of Business |
5:15 pm - 5:30 pm | Friday Wrap Up |
6:00 pm - 10:00 pm | Friday Night Mixer Sponsored by Spruce |
Saturday, April 27 Hint Summit on Land & Sea |
|
8:30am-9:30am |
The Role of DPC in Next Generation Health Plan Design Health Rosetta & Friends |
9:30am-10:30am |
Health Rosetta National DPC Transparent Open Network Initiative Health Rosetta & Friends |
10:30am-11:00am |
Regional Worksessions: Market Development & Activation Planning Health Rosetta & Friends |
11:00am-11:30am |
Group Insights Sharing: Strategies, Tactics, Best Practices Health Rosetta & Friends |
11:30 am - 11:45 am |
Hint Summit Wrap Up Health Rosetta & Friends |
1:30 pm - 4:30 pm |
Bay Cruise Sponsored by KPININJA Join us for lunch and cruise around the San Francisco Bay. |