Keynote Speakers
Gain Insight from Industry Experts
Adam Berkowitz
SimparaHR
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Dr Allison Edwards
Kansas City Direct Primary Care
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Aly Hollewijn
Web TPA
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Ashleigh Gunter
The Gunter Group
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Bryce Heinbaugh
IEN Risk Management
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Dr. Zeev Neuwirth
Atrium Health
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Christopher Crow
Catalyst Health Network
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Dan Strause
Hometown Pharmacy Wisconsin
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David Contorno
E Powered Benefits
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Dr. Robert Pearl
"Fixing Healthcare with Jeremy Corr"
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Drew Leatherberry
Avergent
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Emma Fox
E Powered Benefits, Signal Health Consulting
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Erik Davis
USI
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Jeremy Corr
Executive Podcast Solutions
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Jim Campbell
Axim Global Strategies Group, LLC
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John Kirke
CCIG
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Matt Heinz
Heinz Marketing Inc
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Megan Narrance
Adept Benefits
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Megan Zimmerman
Marsh and McLennan Agency
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Michael Menerey
Alliant Insurance Services
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Patrick Long
Lumina Benefits
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Scott Haas
USI
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Stacey Richter
Aventria Health Group
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Steve Watson
Trend Breakers
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Schedule of events
All Times in PST: Advisor/Employer/Solutions Program
3:30pm - 4:00pm PST | VIP Speed Dating & Exhibit Hall |
4:00pm - 4:10pm PST | Welcome - Dr. Delicia Haynes, Clinician Leader Summit Emcee |
4:15pm - 4:45pm PST | What 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 PST | Primary 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 PST | Breakout #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 PST | Breakout #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 PST | Breakout #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 PST | Ecosystem Speed Dating & Exhibit Hall |
7:20am - 7:25am PST | Welcome - Kiera Hanselman, CEBS, Benefits Advisor Summit Emcee |
7:30am - 7:50am PST | Inking 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 PST | Deconstructing 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 PST | The 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 PST | The 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 PST | Health 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 PST | Guiding 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 PST | Ecosystem Speed Dating & Exhibit Hall |
10:35am - 11:05am PST | Independent 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 PST | Building 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 PST | The Foundation for Firms of the Future |
12:20pm - 12:50pm PST | Tools & 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 PST | All-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 PST | Building 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 PST | Ecosystem Speed Dating & Exhibit Hall |
1:25pm - 1:45pm PST | Case 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 PST | How 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 PST | Gettel 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 PST | The 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 PST | Affordable, 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 PST | Health 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 PST | VIP Speed Dating (exclusive networking session) NOTES: all tickets EXCEPT early bird or regular all access pass |
4:00pm - 4:10pm PST | Welcome - Dr. Delicia Haynes, Clinician Leader, Summit Emcee |
4:15pm - 4:45pm PST | Uncaring: 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 PST | Independent 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 PST | Health 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 PST | Ecosystem Speed Dating & Exhibit Hall |
7:15am - 7:20am PST | Welcome - Kiera Hanselman, Benefits Advisor Emcee |
7:25am - 7:45am PST | Midwest 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 PST | J.P. Farley Corporation and LD&B Insurance & Financial Services Partner for Data-Driven Success Sponsored by JP Farley |
8:15am - 8:35am PST | An 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 PST | Providers & 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 PST | The 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 PST | Guiding 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 PST | Saving Working & Middle Class Families from Medical Bill Bankruptcy Via a Little-known ACA Clause Headline: Pleasant surprise in the ACA for patients |
10:40am - 12:10am PST | Ecosystem Speed Dating & Exhibit Hall |
11:00am - 11:20am PST | Starling 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 PST | Building 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 PST | How 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 PST | Statewide 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 PST | From 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 PST | Accelerating 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 PST | Ecosystem Speed Dating & Exhibit Hall |
12:45pm - 1:00pm PST | Benefit Plan Administrators Employer Case Study BPA Employer Case Study Sponsored by Benefit Plan Administrators |
12:45pm - 1:00pm PST | Community 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 PST | Empowering 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 PST | Flume Health: Employer Case Study Sponsored by Flume Health |
1:25pm - 1:55pm PST | Healthcare 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 PST | Turning 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 PST | Health 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. |