2023-Medical-Captive-Forum-Logo-min
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, 2023

MCF 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, 2023

MCF 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, 2023

BRING THE MAGIC

Jon Petz Speaker Border Headshot_750x996

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 Speaker Border Headshot_750x996

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-750×996

Lisa Durkin

Vice President of Human Resources
at the Cleveland Orchestra

francine-campos-750×996

Francine Campos

Vice President & Chief HR Officer
at National Roofing Company

Megan Mayhugh Speaker Border Headshot_750x996

Meg Mayhugh

Founder and Managing Director
of People Architects

Jim Fox Speaker Border Headshot_750x996

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
Jon Petz Speaker Border Headshot_750x996

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
steve-gleason-750×996

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
francine-campos-750×996

Francine Campos

Vice President & Chief HR Officer
at National Roofing Company

Read Bio
peter-freska-750×996

Peter Freska

Managing Partner with
The LBL Group/an Acrisure Agency

Read Bio
lisa-durkin-750×996

Lisa Durkin

Vice President of Human Resources
at the Cleveland Orchestra

Read Bio
jennifer-bolyos-750×996

Jennifer Bolyos

CEO Of HPA
Benefits Consulting

Read Bio
Jim Fox Speaker Border Headshot_750x996

Jim Fox

Head of Human Resources
at Family Resource Center

Read Bio
Megan Mayhugh Speaker Border Headshot_750x996

Meg Mayhugh

Founder and Managing Director
of People Architects

Read Bio
jasmine-bibb-750×996

Jasmine Bibb

Director of Customer Experience
at Roundstone

rob-hamilton-750×996

Rob Hamilton

Executive Vice President of Sales
at Roundstone

mike-schroeder-750×996

Mike Schroeder

Founder & President
of Roundstone

Breakout Session Speakers
Breakout Session Speakers
beth-snyder-250×250

Beth Snyder

Chief Operating Officer
at Roundstone

daniel-demyan-250×250

Daniel Demyan

Cost Containment Strategist
at Roundstone

chad-buskirk-250×250

Chad Buskirk

Chief Accounting Officer
at Roundstone

chris-zirke-250×250

Chris Zirke

General Counsel
at Roundstone

susan-beech-250×250

Susan Beech

Strategic Relationship Manager
at Roundstone

jack-schroeder-250×250

Jack Schroeder

Regional Practice Leader
at Roundstone

eddie-castro-250×250

Eddie Castro

Regional Practice Leader
at Roundstone

bruce-dunham-250×250

Bruce Dunham

Underwriting Manager
at Roundstone

Event Highlights

american-national-logo-resized-200×340
True-Rx-logo-fullColor-blue_02
Bywater-Primary-Logo_tagline
Nationwide-Insurance-Logo
Hint-Connect-Stacked-rgb-g-b
SHARX_grey_notext
New CGT Logo _ Final2
cignahlthcr_logo_color_pos_sm_rgb (1)
SYRX_2C_logo
Unified Group Services Logo
BRMS
THP_Main logo_2018_Full_Color Screen Res_Full_Color
WellNet-New-Logo_Horizontal-05

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.

Roundstone Insurance © 2023

Roundtable Session Topics

Emerging Cost-Containment Solutions

 

Working with your TPA Effectively 

 

How to Optimize Your Plan Document

 

Jumpstarting Employee Engagement

 

Understanding the First Renewal

 

Now that I have the Data, What Do I Do with It?

 

Claims Adjudication and Processing

MCF Breakout Session Topics

Captive Financial Management:
Where Does the Money Go?

 

Claims Processing: How the Captive Stewards Your Healthcare Costs

 

Plan Design: Picking the Best Bundle

 

How the Captive Works: Self-Funding 101