Health Rosetta Summit: Community Dividends

Summit Objectives

  • Foster community building between Health Rosetta advisors, as well as advisors and solution/clinical leaders including at a geographic-specific level. to help the community accelerate its success.
  • Deliver education and tools to allow attendees to deploy more replicable strategies to accelerate the shift to Health Rosetta style benefit plans.
  • Share and hear compelling stories and data that demonstrate Health Rosetta’s impact on health plan members (patients), employers, physicians and communities.
  • Elevate personal and professional growth through insightful sessions, marketing workshops, roundtable discussions and ample networking opportunities.
  • Meet the movers and shakers in the benefits and health care industry while forging strategic relationships that create opportunities for business development and growth.
  • Join an interactive, inspirational, highly engaging virtual event.

Keynote Speakers

Emcee_Kiera Hanselman
Kiera Hanselman LinkedIn Profile
Morning Show Jessica DaMassa
Jessica DaMassa LinkedIn Profile
Dr Delicia Haynes
Dr. Delicia Haynes LinkedIn Profile
Dave Cover
Dave Chase LinkedIn Profile
Taylor Melissa
Melissa taylor LinkedIn Profile
Sean Schantzen
Sean Schantzen LinkedIn Profile

Gain Insight from Industry Experts

Berkowitz, Adam

Adam Berkowitz
LinkedIn Profile

Dr Allison Edwards

Dr Allison Edwards
Kansas City Direct Primary Care
LinkedIn Profile

Aly_Hollewijn Web TPA

Aly Hollewijn
LinkedIn Profile


Ashleigh Gunter
The Gunter Group
LinkedIn Profile


Bryce Heinbaugh
IEN Risk Management
LinkedIn Profile

Dr Zeev Neuwirth

Dr. Zeev Neuwirth
Atrium Health
LinkedIn Profile

Christopher Crow

Christopher Crow
Catalyst Health Network
LinkedIn Profile

Dan Strause

Dan Strause
Hometown Pharmacy Wisconsin
LinkedIn Profile

David Contorno

David Contorno
E Powered Benefits
LinkedIn Profile


Dr. Robert Pearl
"Fixing Healthcare with Jeremy Corr"
LinkedIn Profile

Drew Leatherberry

Drew Leatherberry
LinkedIn Profile

Emma Fox

Emma Fox
E Powered Benefits, Signal Health Consulting
LinkedIn Profile


Erik Davis
LinkedIn Profile


Jeremy Corr
Executive Podcast Solutions
LinkedIn Profile


Jim Campbell
Axim Global Strategies Group, LLC
LinkedIn Profile


John Kirke
LinkedIn Profile


Matt Heinz
Heinz Marketing Inc
LinkedIn Profile

Megan Narrance (Cook)

Megan Narrance
Adept Benefits
LinkedIn Profile


Megan Zimmerman
Marsh and McLennan Agency
LinkedIn Profile

Michael Menerey

Michael Menerey
Alliant Insurance Services
LinkedIn Profile


Patrick Long
Lumina Benefits
LinkedIn Profile


Scott Haas
LinkedIn Profile


Stacey Richter
Aventria Health Group
LinkedIn Profile


Steve Watson
Trend Breakers
LinkedIn Profile

Schedule of events

All Times in PST: Advisor/Employer/Solutions Program

Times may be slightly adjusted from this Schedule.
The final Summit program schedule is available on Hopin

3:30pm - 4:00pm PST VIP Speed Dating & Exhibit Hall
4:00pm - 4:10pm PSTWelcome - Dr. Delicia Haynes, Clinician Leader Summit Emcee
4:15pm - 4:45pm PSTWhat Every Health Care Delivery Organization Needs to Know to Work with Employers

Introduction to unbundled self-insured plans, dynamics of working with employers, how to handle member communications, what to look for in advisors/TPAs, etc.

Sponsored by 6 Degrees

4:50pm - 5:20pm PSTPrimary Care Medical Group Network Builds Community-owned Health Plan

Learn how nearly 1000 independent PCPs are collaborating to create an affordable, high-value health plan in tandem with specialists and hospitals.

5:25pm - 6:00pm PSTBreakout #1: Primary Care

Learn how independent primary care organizations are successfully working with employers. The breakout will cover how to get started, success factors, and mistakes to avoid.

5:25pm - 6:00pm PSTBreakout #2: Medical Specialties: Orthopedics & Cardiology

Specialist medical groups are successfully working with employers. The breakout will cover how to get started, success factors, and mistakes to avoid.

5:25pm - 6:00pm PSTBreakout #3: Health Plan Deep Dive

How to take employer collaboration to the next level. Bring specific opportunities to problem solve with Health Rosetta co-founder and veteran hospital CEO.


All Times in PST: Advisor/Employer/Solutions Program

Times may be slightly adjusted from this Schedule.
The final Summit program schedule is available on Hopin

7:00am - 8:45am PSTEcosystem Speed Dating & Exhibit Hall
7:20am - 7:25am PSTWelcome - Kiera Hanselman, CEBS, Benefits Advisor Summit Emcee
7:30am - 7:50am PSTInking the Livewell Plan

Experts review the community dividends achieved following successful execution of Custom Ink's value-based plan. Join Josh Jeffries & Christy Vago as they review plan design changes, communications & other challenges to achieve results.

Sponsored by Intact Insurance

7:55am - 8:15am PSTDeconstructing a PBM Consulting Bid

Experts discuss the data and elements savvy benefits advisors and their employer clients should evaluate as they enter into PBM relationships.

Sponsored by Drexi

8:20am - 8:40am PSTThe Instacart of Urgent Care

Fireside Chat with St. John Senior Living CEO & Owner of Ameriprise Financial Advisory practice who have implemented new mobile care & screening programs to maximize the personal & fiscal health of their organizations.

Sponsored by EZaccessMD

8:45am - 8:55am PSTThe Morning Show

The Health Care "IT" Girl, Jessica daMassa interviews Health Rosettta Creator & Co-founder, Dave Chase for an entertaining overview of the Summit.

Sponsored by Centivo

9:00am - 9:30am PSTHealth Sovereignty in Post-Covid Health Care

From Florida to Alaska, the great news is we already invest enough money to expect world class healthcare AND fund what drives the other 80+% of health outcomes

Sponsored by Roundstone

9:35am - 10:10am PSTGuiding Employers Through a Successful Customer Journey: Part 1

Meeting employers where they are at and providing them necessary information for success with high-performance health plans while building repeatable success

Heinz Marketing

10:10-10:30am PSTEcosystem Speed Dating & Exhibit Hall
10:35am - 11:05am PSTIndependent Pharmacy and Advisor Team Up to Restore the American Dream

Learn how health sovereignty is being returned in the Midwest through a creative pharmacy-advisor-primary care collaboration

Sponsored by JP Farley

11:10am - 11:40am PSTBuilding a Community-owned Health Plan Foundation for 100's of Employers

Lessons from combining a large network of independent PCPs with one of Health Rosetta's most seasoned teams to develop a packaged high-performance health plan

Sponsored by Payer Compass

11:45am - 12:15pm PSTThe Foundation for Firms of the Future
12:20pm - 12:50pm PSTTools & Tricks When Hanging Your Own Benefits Advisory Shingle

Lessons learned from the challenges and freedom of starting a firm from scratch

Sponsored by Benecard PBF

12:20pm - 12:50pm PSTAll-In: Firm Transformation to Health Rosetta Plans (and 60% YoY Growth!)

Lessons learned transitioning practice from standard mega carrier plans to high-peformance plans.

Sponsored by Intact Insurance

12:20pm - 12:50pm PSTBuilding a Health Rosetta Practice Within a Large Firm

How to be a pioneer within a large benefits consulting firm charting the path for others to follow. Key success factors and lessons learned.

Sponsored by Rx n Go

12:50pm - 1:20pm PSTEcosystem Speed Dating & Exhibit Hall
1:25pm - 1:45pm PSTCase Study: Woodard Cleaning

How Woodard Cleaning achieved improved health benefits through direct contracting and referenced-based pricing.

Sponsored by 6 Degrees

1:50pm - 2:10pm PSTHow Progressive Change Led to Radical Savings for a Mid-size, Multi-location Wholesale Distributor

Review the long-term savings impact a 425 EE wholesale distributor with multiple locations experienced after implementing an metric-based reimbursement strategy & stop loss captive.

Sponsored by Berkley Accident & Health

2:15pm - 2:35pm PSTGettel Automotive: The Shift to PBM Transparency Drives Big Results

How a 1600 member automotive client in Florida transitioned to a transparent, fully pass through pharmacy solution to improve adherence & lower costs.

Sponsored by Benecard PBF

2:40pm - 3:00pm PSTThe Future of Remote Work & the Role of Virtual Care

As more employees are able to do their job anywhere, employers need to consider the role of virtual care and how to best meet the needs of every employee.

Sponsored by Firefly

3:05pm - 3:25pm PSTAffordable, Quality Healthcare Imaging: How a Florida SD Saved 1.5 million in Imaging Costs

How a Florida School District saved the District and its plan members over $1.5 million just in radiology services

Sponsored by Green Imaging



All Times in PST: Advisor/Employer/Solutions Program

Times may be slightly adjusted from this Schedule.
The final Summit program schedule is available on Hopin

3:30pm - 3:40pm PSTHealth Rosetta Live (Day 1 Recap)

The Health Care "IT" Girl, Jessica daMassa is joined by Health Rosettta Co-founder, Melissa Taylor for a lively recap of Day One.

Sponsored by EZaccessMD

3:40pm - 4:00pm PSTVIP Speed Dating (exclusive networking session)

NOTES: all tickets EXCEPT early bird or regular all access pass

4:00pm - 4:10pm PSTWelcome - Dr. Delicia Haynes, Clinician Leader, Summit Emcee
4:15pm - 4:45pm PSTUncaring: How the Culture of Medicine Kills Doctors and Patients

With our health care system both dysfunctional and constantly changing, how can doctors actually keep us healthy and safe while in a toxic culture?

Sponsored by Green Imaging

4:50pm - 5:20pm PSTIndependent Physicians Fill Critical Void Serving Disadvantaged Communities

Independent physicians lead community response to Covid while establishing critical relationships for community-owned health plans

Sponsored by Firefly

5:25pm - 6:00pm PSTHealth System Transformers: Regional Roundtables

These breakouts are designed to accelerate local/regional collaboration between forward-looking benefits advisors, employers and medical groups.



All Times in PST: Advisor/Employer/Solutions Program

Times may be slightly adjusted from this Schedule.
The final Summit program schedule is available on Hopin

7:00am - 9:00am PSTEcosystem Speed Dating & Exhibit Hall
7:15am - 7:20am PSTWelcome - Kiera Hanselman, Benefits Advisor Emcee
7:25am - 7:45am PSTMidwest Manufacturing Success

Learn about adapting strategies to drive employer savings and how to engage employees in voluntary benefits

Sponsored by Rx n Go

7:50am - 8:10am PSTJ.P. Farley Corporation and LD&B Insurance & Financial Services Partner for Data-Driven Success

Sponsored by JP Farley

8:15am - 8:35am PSTAn Advisor's Experience: How Self Funding Benefits Clients

Fireside chat with a Health Rosetta Advisor on the benefits of self funding.

Sponsored by Roundstone

8:40am - 9:00am PSTProviders & RBP: Rewriting the Story

Hear best practices that get to the root of RBP friction and positively impact the clinical care continuum and care utilization.

Sponsored by Payer Compass

9:05am - 9:15am PSTThe Morning Show

The Health Care "IT" Girl, Jessica daMassa picks back up with Dave Chase to highlight what's in store for Day Two of the Summit.

Sponsored by Drexi

9:20am - 10:05am PSTGuiding Employers Through a Successful Customer Journey: Part 2

Meeting employer where they are at and providing them necessary information for success with high-performance health plans while building repeatable success

10:10am - 10:40am PSTSaving Working & Middle Class Families from Medical Bill Bankruptcy Via a Little-known ACA Clause

Headline: Pleasant surprise in the ACA for patients
Description: Learn how the 501R clause in ACA can provide dramatic financial relief for moderate income families. Few know the legal requirements 501c3 hospitals must meet.

10:40am - 12:10am PSTEcosystem Speed Dating & Exhibit Hall
11:00am - 11:20am PSTStarling Auto Group Accelerates with a High Performing Health Plan

Starling Auto Group (300 EEs) implemented a Health Rosetta-style, primary care-centric plan with transparent PBM & high value network to achieve 20% reduction in costs & RX actuals 50% less than avg Rx trend

Sponsored by Centivo

11:25am - 11:45am PSTBuilding a Community Dividend: A Public-Private Primary Care Collaboration

Hear how a Health Rosetta Advisor and partner Solution developed a local, open and independent primary care center for a Private College and a Public Entity that created a community dividend by developing a sustainable model that saved jobs, improved population health and revitalized old buildings.

Sponsored by WeCare TLC

11:50am - 12:05pm PSTHow to Best Execute the Adoption of Health Rosetta-style Plans

Learn how the Avergent Health Plan fosters employer adoption and ensures member satisfaction & strong education with Medxoom's payments & member experence platform.

Sponsored by Medxoom

12:10pm - 12:40pm PSTStatewide Chamber of Commerce Partnership Creates 100's of Opportunities for Health Plan Improvement

Learn how advisor taps Accel to create highly vetted solution and go-to-market strategy

Sponsored by Berkley

12:10pm - 12:40pm PSTFrom Medical Group Client to Partner for Community-owned Health Plan

Primary care medical group leads by example with Health Rosetta plan made available to all employers in their service area

Sponsored by WeCare TLC

12:10pm - 12:40pm PSTAccelerating Your Practice with the Most Stable Client - Government Contractors

Learn how federal contractor requirements create an opportunity to serve government contractor employees in your neck of the woods

Sponsored by Green Imaging

12:40-1:25pm PSTEcosystem Speed Dating & Exhibit Hall
12:45pm - 1:00pm PSTBenefit Plan Administrators Employer Case Study

BPA Employer Case Study

Sponsored by Benefit Plan Administrators

12:45pm - 1:00pm PSTCommunity Leader Engagement - City of Longsport, Indiana

Experts walk you through a thoughtful, practical approach with community leaders to consider & adopt local healthcare improvement.

Sponsored by Flipt

1:05pm - 1:20pm PSTEmpowering Clients with a Transparent, Direct, and Personal Healthcare Solution

Find out how Certified Sedera Affiliates in the Health Rosetta Community are empowering clients with an affordable healthcare solution that is transparent, direct & personal.

Sponsored by Sedera

1:05pm - 1:20pm PSTFlume Health: Employer Case Study

Sponsored by Flume Health

1:25pm - 1:55pm PSTHealthcare is Stealing Millennial's Future, But They Will Take It Back

Could the largest generation in history be the 21st century's Greatest Generation as they face the imperative and enormous challenge of transforming healthcare?

2:00pm - 2:30pm PSTTurning Effective Contracting/Compliance Into a Deep Differentiator

Contracting and compliance are generally seen as a necessary evil, but they can be used to differentiate and win clients. Join Sean for a discussion on what we've seen work across the ecosystem.

2:35pm - 3:00pm PSTHealth Rosetta's Mission to Relocalize Health

Healthcare's "IT" Girl, Jessica DaMassa is joined by Co-founders, Melissa Taylor, Dave Chase & Sean Schantzen for an engaging discussion on Health Rosetta's mission to relocalize health.


Thank you to our 2021 Health Rosetta Summit Sponsors

Category Catalyst

Roundstone IMG_7921
firefly health logo
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GI_Logo w Tag_Color_Stacked
RX’nGo Logo wTag RGB Color copy

Change Agents

EZ access MD Logo
Payer Compass IMG_7992
WeCare ZDA Hcare at work


Flipt Rx Logo
Flume Logo Small
NEW TPAC Logo Large
Heinz Logo