2018 Spring Roundstone Advisors Council Agenda

8:30 am: Light Breakfast

9:00 am: Welcome & Opening Remarks by Roundstone President, Michael Schroeder
Get to Know Roundstone
Overview of key functional areas at Roundstone and an introduction to a specialist from each department including Claims, Underwriting and Policy Issuance, Legal, Sales & Marketing, with Q&A.

10:00 am: 20 minute Networking Break

10:20 am: Meet the Roundstone Cost Savings Investigators (CSI) Team
A deep dive into the opportunities and process for our CSI Team to add value to your client’s captive experience. From cost mitigation strategies for known high cost claims to data analytics focused on identifying trends. The how, what and when the CSI Team can make a difference for you and your clients.

11:20 am: 10 minute Break

11:30 am: Roundstone University Demo & Feedback
Get a first look into the beginning of Roundstone University. We will be asking for feedback to bring you what you and your staff need and want in a learning management system.

12:00 pm: Break for Lunch

12:15 pm: Roundtable Discussion Sessions
Back by popular demand, we will be hosting working lunch table discussions with multiple topics relevant to the current healthcare market.

1:15 pm: Review Roundtable Discussion/Feedback

2:15 pm: Open Discussion
Share key insights and brainstorm about topics and issues relevant to your clients.

2:30 pm: Meeting Adjourns

— Time will be available to arrange a meeting with Roundstone employees afterward —