Captive Participant Meeting (BY INVITATION ONLY)

11:00 AM

Captive Participant Registration

11:30 AM

Captive Participant Lunch

12:00 PM – 12:15 PM

Opening Remarks

With Mike Schroeder, Founder & President of Roundstone 

Panel Discussions

As a captive member, you know self-funding offers you flexibility and control over your health plan – but are you using all the tools in your toolbox? In these interactive discussions, we will focus on emerging trends and best practices geared to give you ideas you can implement when you return to the office. You can “Ask Us Anything” – a great opportunity to get your questions answered and learn from others.

Panel discussion topics listed below:

12:15 PM – 12:45 PM

Emerging Cost-Containment Solutions


What makes cost containment effective? We’ll cover solutions that work to reduce spend in the areas that matter most, including pharmacy, musculoskeletal disorders, chronic conditions, and other common cost drivers. You’ll learn what to look for in a solution provider, what to watch out for, and how and when to integrate into your health plan.


With Jasmine Bibb, Director of Customer Experience at Roundstone and Daniel Demyan, Cost Containment Strategist at Roundstone

12:45 PM – 1:15 PM

How to Optimize Your Plan Document


The plan document is your blueprint for success. Our panel will discuss best practices for plan design, common pitfalls and how to overcome them, and how to ensure your plan works for your employees for the long run.


With Chris Zirke, General Counsel at Roundstone, Lisa Kerr, Bywater Sales and Onboarding Manager at Bywater and Bruce Dunham, Underwriting Manager at Roundstone

1:15 PM – 1:30 PM


1:30 PM – 2:00 PM

Working with Your TPA Effectively


A Third-Party Administrator (TPA) helps your plan run smoothly and efficiently. They should complement your organization and be an extension of your team. In addition to serving as the back-office for claims management, they are also the “face” of your benefits plan and help with onboarding and ongoing employee engagement. We’ll discuss the criteria to evaluate TPAs and to ensure success of your health plan.


With Beth Snyder, Chief Operating Officer at Roundstone and Lisa Kerr, Bywater Sales and Onboarding Manager at Bywater

2:00 PM – 2:30 PM

Ask Us Anything: Interactive Q&A

It’s your turn to ask our experts questions – from the nitty gritty to the big picture, let us know what’s on your mind. How can we help you and your organization to thrive?

MCF 2023 Welcome Ceremony + Reception

2:00 PM - 3:00 PM

MCF Registration

3:00 PM - 3:15 PM

Welcome Remarks

With Mike Schroeder, Founder & President of Roundstone

3:15 PM - 4:00 PM

Employer Panel: Voices of Self-Funded Employers: Insights, Tips, and Lessons Learned

We welcome employers and their benefits advisors to the main stage for the always popular opening session where we dive into the self-funding journey. We’ll hear first-hand insights and lessons learned on making the switch to self-funding and how to optimize results and employee experience along the way. 

Speakers to be announced

4:15 PM - 5:00 PM

Keynote: Your Mission to Make Each Moment Matter

Jon is a best-selling author and motivational business speaker – and the kind of magician that makes you wonder “how the heck did he do that?”  He’ll bring the wow and get us ready for an information-packed agenda. Jon’s performance mindset model empowers people. He will inspire your team to be ready, willing, and excited to make a difference in their role and in life. It’s a can’t miss keynote!

With Jon Petz, Inspirational Business Speaker | Best-Selling Author | Magician

6:00 PM - 8:00 PM

MCF Welcome Reception

MCF 2023 General Session + Breakouts

7:00 AM - 8:30 AM


8:30 AM - 8:45 AM

Opening Remarks

With Mike Schroeder, Founder & President of Roundstone 

8:45 AM - 9:30 AM

Fireside Chat: The Benefits of Good Benefits – How self-funding impacts employee satisfaction?

How does self-funding impact employee experience and engagement? This panel will focus on the important role health benefits play in shaping our company culture. With insights from two highly experienced HR professionals, both members of the Roundstone group captive, you will hear firsthand how choosing the right funding model for your benefits can help boost productivity, positivity, and retention. 

With Jim Fox, Head of Human Resources at Family Resource Center and Megan Mayhugh, Founder & Managing Partner at People Architects. Moderated by Jasmine Bibb, Director of Customer Experience at Roundstone

9:30 AM – 9:45 AM


9:45 AM – 12:30 PM

Breakout Sessions

3 Sessions at 45 min with 10 min breaks in between

Breakout session topics below:

Captive Financial Management: Where Does the Money Go?


Take a closer look at how the captive works from a financial perspective. In this session, you will learn best practices for employee contribution budgeting and understand cash flow with a self funded health plan. Gain insight into how optimizing your health plan delivers long-term value with employee recruitment, compensation and retention. 


With Chad Buskirk, Chief Accounting Officer at Roundstone, Chris Zirke, General Counsel at Roundstone and Michael Schroeder, Founder & President of Roundstone

How to Impact Your Plan Cost: Cost Containment & Claims Processing


In this session, you will learn what makes an ideal cost containment program, and why relationships with solution providers matter. We’ll discuss the Top Areas to Impact, and our strategies for addressing them, including chronic conditions like diabetes and heart disease. Pharmacy is a hot topic (with good reason), and we will address effective solutions, but what are some other areas that deserve more attention when it comes to cost containment? Attend and find out. 


With Beth Snyder, Chief Operating Officer at Roundstone and Daniel Demyan, Cost Containment Strategist at Roundstone

Understanding Renewals


Here we will outline the process for a Roundstone renewal to help you understand and prepare. This includes the pre-renewal call, data collection, cost containment options, plan changes, underwriting considerations, and the difference between first year and mature years. Relevant to employers at any stage in their self funding journey, along with benefits advisors. Our goal is to make it easy for everyone involved – attend and learn more.


With Eddie Castro, Regional Practice Leader at Roundstone, Bruce Dunham, Underwriting Manager at Roundstone and Susan Beech, Strategic Relationship Manager at Roundstone

How the Captive Works: Self-funding 101


If self-funding your employee health benefits is a new idea for you and your company to explore, or you want to build on what you know, this session is for you. We’ll walk through the fundamentals, including how self-insured differs from fully-insured, how the captive funding model is structured, who’s who in the self-funding ecosystem, advantages and cautions, impact to HR and onboarding, and the employee/plan member experience.  


With Jack Schroeder, RPL at Roundstone and Rob Hamilton, EVP of Sales at Roundstone

12:30 PM

Closing remark + Lunch (to go)

Roundstone is an innovative insurance organization founded in 2003 with a vision of giving small and mid-sized businesses a proven strategy and solutions for affordable health insurance for their employees – paying only for the healthcare they use while keeping the savings. We focus on the development, underwriting and servicing of captive insurance programs. Our unique self-funding solution delivers high quality of care, mitigates risks, reduces claims volatility, controls costs, and returns savings right back to the employers – a win-win all around. Hundreds of businesses rely on Roundstone as their trusted health insurance provider, saving them an average of 20 percent annually over the past decade. Roundstone is headquartered in Lakewood, Ohio with representatives throughout the United States.

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