Full Event Agenda

2:30 pm – 3:30 pm


Opening Session

3:30 pm – 5:30 pm

Get ready to dive into MCF 2024 with a dynamic and engaging Opening Session, crafted to cater to everyone – from seasoned Roundstone Captive participants to newcomers intrigued by the concept. This is your chance to meet the dedicated Roundstone Team, hear inspiring success stories directly from employers benefiting from the Captive, and engage in interactive roundtable discussions and Q&A. Join us for an opening that sets the tone for innovation and collaboration. 

5:30 pm – 6:00 pm

Break / Check-in to Hotel Room

6:00 PM - 8:30 PM

Welcome Reception

7:00 am – 8:30 am


General Session

8:30 am – 8:45 am

Opening remarks

With Mike Schroeder, Founder & President of Roundstone

8:50 am – 9:45 am


9:45 am – 10:00 am


Breakout Sessions

Embark on an enlightening journey with our breakout sessions, tailored to help you unlock the full potential of self-funding and maximize the value and care in your health plan. This year, we’ve created a multi-tiered educational experience, designed to resonate with everyone – whether you’re just starting to explore the captive or you’re a seasoned pro. You have the freedom to choose your own adventure and navigate between sessions, selecting the ones that align with your expertise and interest. We’ll also have a dedicated expert room where you’ll have the opportunity to get one-on-one time with the Roundstone team and solution partners. Dive in and tailor your learning journey to precisely what you need.

10:00 am – 10:45 am

Round #1

Beginner | Understanding Finances in a Captive

Take a closer look at how the captive works from a financial perspective. In this session, you will learn budgeting best practices for a self-funded plan, including the three types of funding models available, depending on your cash flow requirements. You’ll understand the difference between fixed and variable costs. You’ll see how to set up and manage employee contributions and how the group captive works to protect you from year over year volatility.

Intermediate | How to Optimize Your Plan Document

Explore the essentials of optimizing your employee benefits plan document in this informative panel discussion. Sit down with the experts as they dive into key aspects of a health plan like pre-certification, eligibility, exclusions, and compliance. You’ll learn about the importance of understanding your Summary Plan Document (SPD), the impact it has on your claims, and how tailored plan design can lead to cost savings and enhanced member experience.

Cost Containment | Proactive vs. Reactive Cost Containment

Learn how the most effective cost containment strategies are both proactive and reactive and always driven by data. We’ll discuss the importance of leveraging your claims data for actionable insights, working with your TPA, your advisors and your Roundstone team to identify key areas to impact, and choosing the right solution partners. We’ll be joined by the Samaritan Fund who will discuss their innovative program that can offer employers and their employees tremendous savings and peace of mind.

10:45 am – 11:00 am


11:00 am – 11:45 am

Round #2

Beginner | What to Expect When Onboarding with Roundstone

You’ve made the move to self-funding, now what happens? At Roundstone, we strive to make your transition into the Captive an easy and seamless experience. In this presentation you’ll learn what to expect in your first year, before and after the effective date. We’ll discuss who your partners are, their roles and responsibilities, and set the record straight on common misconceptions about making this change.

Intermediate | What Impacts My Rate at Renewal

Understanding the underwriting factors at play in the renewal process can help you anticipate changes and make proactive decisions that will impact your plan’s terms and costs. Join this session for a comprehensive breakdown of the Roundstone renewal process and explore key elements of a Roundstone renewal for a better understanding of how to reduce volatility and manage your plan effectively.

Cost Containment | When the Drugs Kick In: A Conversation on PBMs

Navigate the world of Pharmacy Benefit Management in this dynamic session. Gain valuable insights into selecting the ideal PBM partner, implementing proactive strategies for high-cost drugs, understanding overlay programs, and adapting to market changes for effective drug cost management.

11:45 am – 1:00 pm


1:00 pm – 1:45 pm

Round #3

Beginner | Working with Your TPA Effectively

In this session, you’ll discover effective strategies for collaborating with your Third-Party Administrator – the member-facing part of your health plan. Learn from Roundstone’s experts about selecting the right TPA, understanding their pivotal role in plan management, and ensuring alignment with your organization’s goals for successful self-funding.

Intermediate | Life Cycle of a Claim

Ever wonder what happens behind the scenes between when you see a provider and until your claim gets paid? Join us for this enlightening session for a play-by-play of the stop-loss claim process. Learn more about how your claims are handled and gain valuable insights for a better understanding of how to ensure your claims are handled with care.

Cost Containment | Employee Engagement & Member Education

Discover the latest strategies for enhancing employee engagement and optimizing health plan utilization.  We’ll delve into effective communication techniques and tools for empowering employees to manage their own healthcare and expenses, while offering insights into fostering a proactive health-conscious work environment.

1:45 pm – 2:00 pm


2:00 pm – 2:45 pm

Round #4

Beginner | How the Captive Works: Self-Funding 101

If self-funding your employee health benefits is a new idea for you and your company, 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, and who’s who in the self-funding ecosystem. You’ll hear firsthand stories from an employer and advisor as they share their experience with self-funding in the Roundstone Captive and the impact to HR, onboarding and member experience.

Intermediate | Digital Healthcare Solutions

Explore the new frontier of digital healthcare solutions in this session highlighting the latest digital therapy and service options transforming healthcare today. We’ll discuss digital solutions for prevalent chronic conditions like musculoskeletal and mental health issues and how concierge services can improve utilization and experience. Discover how these innovative digital tools can proactively reduce healthcare spend while enhancing employee well-being.

Cost Containment | Data: Now That I Have It, How Do I Use it?
Unpack the benefits of transparent health plans through effective data utilization. Learn how to leverage data for tailoring health solutions, identify trends in chronic conditions, and adopt a preventative approach to healthcare by transforming data insights into impactful strategies.

2:45 pm – 3:00 pm

Closing Remarks

With Mike Schroeder, Founder & President of Roundstone

Don't wait to register, seats are filling fast!

Roundstone is an innovative employee health benefits company. We help small and midsize organizations offer competitive benefits at a lower cost by self-funding health insurance through our group medical captive. The Roundstone Captive enables companies to self-insure safely by pooling hundreds of employers together to share risk and save money. With easy onboarding and personalized support every step of the way, the Captive offers control, flexibility, transparency, and returns all savings back to employers where they belong. We believe in always aligning with the employers’ best interests and remaining committed to our mission – quality, affordable healthcare, and a better life for all.

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