2023 Medical Captive Forum | May 18-19 | Chicago, Illinois
MISSION POSSIBLE
Affordable, Quality Healthcare for All
Thank you for joining us at MCF 2023!
Stay tuned for main-stage sessions on-demand soon.
Why Attend the 2023 MCF?
Roundstone’s Medical Captive Forum (MCF) brings employers and benefits advisors together to learn more about best practices and trends for self-funded employee health benefits. Educational at its heart, the MCF explores solutions that save employers money while enriching their employee benefits programs.
We are thrilled to be hosting this year’s event in downtown Chicago at The Marriott Marquis. We welcome HR and finance professionals, CEOs and business owners, benefits advisors from around the US, and solution providers that are aligned with our mission to attend.
We will simplify and demystify self-funding and help our audience to navigate their journey, whether they are just learning or are actively self-funding as part of the Roundstone Group Captive.
From big-stage sessions to interactive breakouts, MCF has it all. Every second has been thoughtfully designed with you in mind: What’s helpful to employers who are trying to improve how they do health benefits? What lessons can be learned from others’ experiences to keep your costs low and satisfaction high?
Affordable, high-quality healthcare for all – it IS possible. Let’s do this!
Meet
Network with many of the hundreds of professionals from a variety of industries. Share ideas and strategies for managing an attractive benefits program that delivers satisfaction to your employees.
Discover
Take away new knowledge on the most effective cost containment solutions, budgeting best practices, plan design, data and analytics tools, and other useful information.
Imagine
Get inspired by stories from employers who are on their self-funding journey - hear why they made the switch and haven’t looked back.
AGENDA SNAPSHOT
MCF 2023 will be action-packed with perspectives from thought leaders in the industry across a range of educational and top-of-mind topics. We structured the agenda so you can be home for dinner on Friday night – or stay for a getaway weekend, if you choose!
Captive Participant Meeting (by invite only)
11:00 AM
Captive Participant Registration
11:30 AM
Captive Participant Lunch
12:00 PM - 12:15 PM
Opening Remarks
12:15 PM - 12:45 PM
Presentation Panel: Emerging Cost-Containment Solutions
12:45 PM - 1:15 PM
Presentation Panel: How to Optimize Your Plan Document
1:30 PM - 2:00 PM
Presentation Panel: Working with Your TPA Effectively
2:00 PM - 2:30 PM
Ask Us Anything: Q&A
Thursday, May 18th, 2023MCF 2023 Opening Session + Reception
2:00 PM - 3:00 PM
MCF Registration
3:00 PM - 3:15 PM
Opening Remarks
3:15 PM - 4:00 PM
Employer Panel: Voices of Self-Funded Employers - Insights, Tips, and Lessons Learned
4:15 PM - 5:00 PM
Keynote with Jon Petz: Your Mission to Make Each Moment Matter
6:00 PM - 8:00 PM
MCF Welcome Reception
Thursday, May 18th, 2023MCF 2023 General Session + Breakouts
7:00 AM - 8:30 AM
Breakfast
8:30 AM - 8:45 AM
Opening Remarks
8:45 AM - 9:30 AM
Fireside Chat: The Benefits of Good Benefits – How Self-Funding Impacts Employee Satisfaction?
9:45 AM - 12:30 PM
Breakout Sessions
12:30 PM - 1:00 PM
Closing Remarks + Lunch
Friday, May 19th, 2023BRING THE MAGIC
Jon Petz
INSPIRATIONAL BUSINESS SPEAKER | BEST-SELLING AUTHOR | MAGICIAN
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 designed with one thing in mind: helping small and mid-size employers achieve affordable and high-quality healthcare.
Jon Petz
INSPIRATIONAL BUSINESS SPEAKER | BEST-SELLING AUTHOR | MAGICIAN
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 designed with one thing in mind: helping small and mid-size employers achieve affordable and high-quality healthcare.
SPEAKER SPOTLIGHT
Lisa Durkin
Vice President of Human Resources
at the Cleveland Orchestra
Francine Campos
Vice President & Chief HR Officer
at National Roofing Company
Meg Mayhugh
Founder and Managing Director
of People Architects
Jim Fox
Head of Human Resources
at Family Resource Center
Captive Participant Meeting (BY INVITATION ONLY)
11:00 AM - 12:00 PM
Captive Participant Registration & 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
BREAK
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 Opening Session + 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.
With Francine Campos, Vice President & Chief HR Officer at National Roofing Company, Peter Freska, Managing Partner with The LBL Group/an Acrisure Agency, Lisa Durkin, Vice President of Human Resources at the Cleveland Orchestra and Jennifer Bolyos, CEO of HPA Benefits Consulting. Moderated by Rob Hamilton, EVP of Sales at Roundstone
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
Breakfast
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 Meg Mayhugh, Founder & Managing Partner at People Architects. Moderated by Jasmine Bibb, Director of Customer Experience at Roundstone
9:30 AM – 9:45 AM
BREAK
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 and Chris Zirke, General Counsel at 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 our Roundstone Regional Practice Leader and Advisor Partner
12:30 PM - 1:00 PM
CLOSING REMARKS + PRIZE ANNOUNCEMENTS + LUNCH (TO GO)
No White Flags: A Message from Steve Gleason
Steve Gleason played for the New Orleans Saints from 2000-2008. As a football player, he will always be remembered for his blocked punt on the night the Louisiana Superdome reopened for the first time after Hurrican Katrina. In January 2011 Steve was diagnosed with ALS, considered a terminal neuromuscular disease. Beyond his faith that there is a solution to heal, it is his mission to show that people can not only live but thrive after this diagnosis. In doing so, he intends to inspire other to do the same.
With Mike Schroeder, Founder & President of Roundstone and Steve Gleason, Founder, Team Gleason
Keynote and Main Stage Speakers
Keynote and Main
Stage Speakers
Stage Speakers
Jon Petz
Inspirational Business Speaker | Best-Selling Author | Magician
Jon Petz is a two-time, best-sellers list author, motivational keynote speaker on performance and the power of human connections and one-of-a-kind conference emcee. He brings this passion and energy for performance, purpose and impact to events of all types, as well as to those he professionally coaches to strengthen their performance mindset and success in life, business and careers.
Read Full Bio
Jon Petz
Inspirational Business Speaker | Best-Selling Author | Magician
Jon Petz is a two-time, best-sellers list author, motivational keynote speaker on performance and the power of human connections and one-of-a-kind conference emcee. He brings this passion and energy for performance, purpose and impact to events of all types, as well as to those he professionally coaches to strengthen their performance mindset and success in life, business and careers.
Jon is a former sales & marketing executive in big corporate as well as a tech entrepreneur. As a remarkable addition – Jon is a professional magician and has performed around the globe for audiences of all types. This one-of-a-kind combination brings relevancy, experience and understanding to the real-world challenges and opportunities we face in our professional pursuits. It also produces a masterful storytelling, engagement and entertainment factor that is uniquely and unequivocally the Jon Petz Experience. Far more than “JUST” a keynote or live emcee event, it is the perfected trifecta of strategy & mindset, personal inspiration and incredible entertainment.
USA Today, The Wall Street Journal, CNBC, ABC News, Success Magazine and many other media outlets have covered the success of Jon Petz and his quest to help people engage deeper, perform better and fuel growth personally and professionally. His second book, Boring Meetings Suck, ™ was named by Inc. Magazine as a top ten and must-read business book.
Jon’s third book, Significance In Simple Moments, has gone through six printings and focuses on human connections to help you achieve significance. Profits from this book are donated in support of the Miracles & Magic™ Foundation a show which was founded by Jon and his family. Miracles & Magic is a grand illusion and comedy magic show that provides children with life-threatening illnesses a chance to forget about the treatments, shots and hospital, and instead shares the wonder and joy of comedy, magic and illusion.
Steve Gleason
Founder, Team Gleason
Steve Gleason played for The New Orleans Saints from 2000-2008. As a counter-culture athlete who spent his off-season adventuring in third world countries, he will always be remembered for his blocked punt on the night the Louisiana Superdome reopened for the first time after Hurricane Katrina. In January, 2011 Steve was diagnosed with ALS, considered a terminal neuromuscular disease. Beyond his faith that there is a solution to heal, it is his mission to show that people can not only live but thrive after this diagnosis. In doing so, he intends to inspire others to do the same.
Read Full Bio
Steve Gleason
Founder, Team Gleason
Steve Gleason played for The New Orleans Saints from 2000-2008. As a counter-culture athlete who spent his off-season adventuring in third world countries, he will always be remembered for his blocked punt on the night the Louisiana Superdome reopened for the first time after Hurricane Katrina. In January, 2011 Steve was diagnosed with ALS, considered a terminal neuromuscular disease. Beyond his faith that there is a solution to heal, it is his mission to show that people can not only live but thrive after this diagnosis. In doing so, he intends to inspire others to do the same.
With that in mind, Steve and his wife, Michel, formed Team Gleason to help him accomplish those goals
and more. Team Gleason is a charitable 501c3 non-profit corporation with the mission to:
- Help provide people with ALS, other neuromuscular diseases, or injuries with leading edge technology, equipment and services. Steve and Team Gleason opened the Team Gleason House for Innovative Living in New Orleans. It is only the 2nd of its kind in the world. The residence is equipped with the latest computer-operated technology to empower people with ALS the highest level of independence possible. The group recently helped develop the technology that allows people the ability to operate their wheelchairs with their eyes.
- To create a global conversation about ALS to ultimately find solutions and an end to the disease. As an example Team Gleason hosted a summit in 2014 in New Orleans that included world leaders in ALS research and cutting edge technological developers. The result of the Summit was the single largest collaborative ALS research effort in history, Answer ALS.
- To raise public awareness toward ALS by providing and documenting extraordinary life
adventures for people with ALS. As avid adventurers, Steve and Michel wanted to continue
pursuing life adventureso for themselves despite Steve’s diagnosis and found that many people with ALS were choosing to accept their assumed limitations. Through Steve and Michel’s inspiration and tireless work, Team Gleason has helped hundreds of people with ALS experience adventures they never thought possible after their diagnosis.
Steve’s story and mission have been told countless times throughout the media. The NFL Network, ESPN, HBO, ABC, CBS, CNN and many local outlets have all been inspired to share the Team Gleason story in many ways. He was featured in 2 Peter King interviews during Super Bowl pre-game shows, NFL’s A Football Life, Good Morning America, HBO’s Real Sports and more. He was named one of 2 Sports Illustrated’s Inspirations of the Year in 2014 and been a keynote speaker for Microsoft and at 2 United Nations sponsored Social Innovation Summits. Steve was the featured personality on the highly praised and reviewed Microsoft commercial during the 2014 Super Bowl. It has been viewed over 3 million times since airing. In 2015, both the US House of Representatives and the Senate unanimously passed “The Steve Gleason Act” to ensure the availability of life sustaining communication devices. The Act was signed into law on July 31, 2015, but had a 3 year sunset. In 2018, the Steve Gleason Enduring Voices Act was submitted to replace the original law and passed in February.
In 2016, Steve’s film, ‘Gleason’ was released to outstanding reviews. The film was heralded at the Sundance Film Festival and premiered across the country to equally impressive reviews. Variety called the production, “an emotional powerhouse” and reviews continue to echo that sentiment as the film becomes widely available. The film was shown in theaters across the country, streamed through major services and was in the top 15 films considered for 2016’s Academy Awards.
With one of Steve and Team Gleason’s focuses being on life sustaining and enhancing technology, Steve has lead the charge to help innovate for and promote innovative assistive technology. In 2015, Steve challenged Microsoft to create a method for people who are completely motionless to navigate their power wheelchairs with their eyes. Not only did the tech giant complete the protoype, Steve and Team Gleason partnered with Evergreen Circuits to make the technology available through all wheelchair manufacturers. They are working collaboratively to make it widely available to all who need this liberating technology. As a result of Steve’s inspiration, Microsoft also made eye tracking technology part of all Windows 10 products across the globe. Access to this technology with the most used operating system in the world speaks volumes to the impact Steve’s challenge has had.
In addition to Steve’s focus on technology, equipment and adventures, Steve and Team Gleason hosted a Summit in New Orleans in 2014. Leading researchers met with patients, caregivers and all ALS stakeholders for the first time in a single meeting. The call to action was to “think differently” and create a plan to ultimately end ALS in our lifetime. The result was what is now recognized as the single largest coordinated and collaborative ALS research project in the world, Answer ALS. Nearly 2 dozen institutions, 1000 patients and 20 trillion data points are key to the project that will define the unknown pathways that will help lead to treatments or finally a cure for ALS.
In 2019, Steve was awarded the Congressional Gold Medal. The honor is the highest civilian award Congress can bestow and must be voted on by 2/3rds of the House and Senate and signed by the President. Steve was the 163rd person in US history to receive the Congressional Gold Medal.
But, the most significant accomplishment for Steve and Michel since Steve’s diagnosis was their decision to have children. In November 2011, Rivers Gleason was born and in 2018, they welcomed their 2nd child, Gray into the world. When Steve was diagnosed, he famously said there will be “No White Flags”. This has become the Team Gleason mantra, but it is most important when applied to Steve as a father.
Francine Campos
Vice President & Chief HR Officer
at National Roofing Company
Read Bio
Francine Campos
Vice President & Chief HR Officer at National Roofing Company
Francine Campos, SHRM-SCP is a modern and dynamic HR professional with extensive experience in all areas within HR. She also serves as the first woman Vice President at National Roofing in Albuquerque, NM. In her current role, she focuses on creating strategies, harmonizing processes, people and technology to take small companies to the next level in growth and profitability. Francine has proven success in creating cultures of collaboration and implementing change to achieve workforce excellence.
Francine holds a bachelor’s degree in business administration, as well as advanced HR certifications. She is currently enrolled in the Master of Business Administration in Human Resources program at CalCoast University. Francine has been nominated for numerous honors; most recently, she was named one of the Women of Influence by Albuquerque Business First.
Peter Freska
Managing Partner with
The LBL Group/an Acrisure Agency
Read Bio
Peter Freska
Managing Partner with The LBL Group/an Acrisure Agency
For nearly two decades Peter has worked to Reimagine Healthcare for employers across the country. And as a Principal with Acrisure in the Southwest, he works with employers who want to make a difference in their healthcare spend by providing employers with a unique perspective and experience that is beneficial when developing solutions that result in meeting strategic goals and achieving long-term cost savings. Peter believes that sustainability for employers and affordable healthcare should be the norm.
Peter served as the President of the local National Association of Insurance and Financial Advisors (NAIFA) Association and is a member of the National Association of Health Underwriters and the International Foundation of Employee Benefit Plans.
Additionally, Peter serves as the Board Chair for OCEMT, the premier EMS training program in Orange County.
Peter maintains the designation of Certified Employee Benefits Specialist (CEBS) from the University of Pennsylvania’s Wharton School of Business. He holds a Bachelor of Science in Business Administration and Marketing from California State University, Long Beach (CSULB) and a Master’s Degree in Public Health Management and Policy (MPH) from the University of California, Los Angeles (UCLA).
In his spare time Peter likes to spend quality time with his wife, five children, and dogs.
Lisa Durkin
Vice President of Human Resources
at the Cleveland Orchestra
Read Bio
Lisa Durkin
Vice President of Human Resources at the Cleveland Orchestra
Lisa Durkin earned her Master of Public Administration and Public Finance at the Levin College of Urban Affairs at Cleveland State University. After working in insurance and government relations, Lisa joined Cuyahoga County in 1997 in the Office of Budget of Management. She was later promoted to Senior Budget & Management Analyst of the Judicial Division of County Government to manage $255 million in grants and general fund budgets. In 2004 Lisa became Fiscal Director for the Cuyahoga County Board of Elections and during her tenure, revised the campaign finance audit process for Cuyahoga County. In 2007 Lisa joined the Cuyahoga County Department of Human Resources as Operations Administrator and assisted with the Regionalization of employee healthcare benefits to surrounding municipalities. In 2010, Lisa served as Project Manager with the Greater Cleveland Partnership facilitating the transfer of County Government from a Commissioner form of government to the Executive/Council form of government elected by the voters in 2009. In 2011 after obtaining her Senior Professional in Human Resources Certification, Lisa was promoted to Director of Human Resources under the first County Executive Ed FitzGerald.
In 2015 Lisa advised the Cleveland Metropolitan School District on personnel matters and led their transition to an automated ERC system. From 2017 through the end of 2019 Lisa served as the head of Human Resources for Hiram College before joining The Cleveland Orchestra as Vice President, Human Resources.
Lisa has volunteered with homeless services and children services in Cuyahoga County. Lisa is a lifelong resident of the Cleveland area, and lives with her two children in Bay Village, Ohio.
Jennifer Bolyos
CEO Of HPA
Benefits Consulting
Read Bio
Jennifer Bolyos
CEO Of HPA Benefits Consulting
Jennifer Bolyos earned her degree from The University of Akron. She began her career as a pharmaceutical representative with Schering-Plough, providing education to medical professionals for prescription drugs and insulin products serving the diabetic population. Jennifer further earned her certification as a diabetes educator and became a regional sales trainer where she trained sales representatives to understand disease state and product specific prescribing guidelines. Jennifer transitioned from pharma to the biotech industry where she managed a multi-state territory. In this position, Jennifer moved from working directly with medical professionals in the office/ hospital settings to working with insurers and pharmacy benefit managers negotiating contract and formulary coverage for the products she represented.
In 2008, Jennifer began her consulting firm, Harbour Pointe a boutique firm specializing in self-funding medical benefits for the small to medium size employer groups. While not a traditional path to benefit consulting, HPA clients receive guidance based on Jennifer’s experience working directly with medical professionals, insurers, and PBM’s as they build their benefit plan. In addition to working with employer groups, Jennifer has consulted on the development of regional provider networks, employer plan direct contracts with hospitals and pharmacies, and establishing association benefit plans.
Jim Fox
Head of Human Resources
at Family Resource Center
Read Bio
Jim Fox
Head of Human Resources at Family Resource Center
Jim Fox started his career with a passion for organization development and continuous improvement that continues today. He has collaborated and facilitated the changes to transform and evolve business processes, platforms, and practices. He has helped multiple growing organizations move from full to self-insurance plans while restructuring and expanding individual medical and ancillary offerings that rewarded both the organizations and their employees with savings and stability.
In addition to transforming programs, saving money, and increasing stability, he has developed super teams streamlining processes and reducing errors along with improving data management and compliance via system integrations. Whether leading internal HR functions or consulting, he is committed to improving organizational and stakeholder outcomes and experiences. Jim can be found on LinkedIn as jimfox-sphr-scp probably talking about ChatGPT.
Meg Mayhugh
Founder and Managing Director
of People Architects
Read Bio
Meg Mayhugh
Founder and Managing Director of People Architects
Meg is a Human Resources leader and consultant in Cleveland, Ohio. She has led Talent and Recruiting at National City/PNC and was HR department head at Bridgewater Associates. Meg has had various executive HR roles including, Chief People Officer at Dealer Tire, Chief Growth Officer at Talent Launch and ERC, Chief of Staff at Insight2Profit, McKinsey consultant/organizational expert in Cleveland office. She has always helped companies strategically navigate and adapt to enterprise-wide change while focusing on employee engagement, driving business results, and improving the bottom line.
Jasmine Bibb
Director of Customer Experience
at Roundstone
Rob Hamilton
Executive Vice President of Sales
at Roundstone
Mike Schroeder
Founder & President
of Roundstone
Breakout Session Speakers
Breakout Session Speakers
Beth Snyder
Chief Operating Officer
at Roundstone
Daniel Demyan
Cost Containment Strategist
at Roundstone
Chad Buskirk
Chief Accounting Officer
at Roundstone
Chris Zirke
General Counsel
at Roundstone
Susan Beech
Strategic Relationship Manager
at Roundstone
Jack Schroeder
Regional Practice Leader
at Roundstone
Eddie Castro
Regional Practice Leader
at Roundstone
Bruce Dunham
Underwriting Manager
at Roundstone
Event Highlights
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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