Join us for our Medical Captive Forum: Where Better Health Plans Begin
Discover the ideas, data, and real-world strategies helping employers take control of healthcare costs.
May 11 & 12, 2027
Nashville, TN
Join hundreds of like-minded industry innovators for a complimentary event in Nashville. Enjoy 1.5 days of collaboration, new ideas, and real-world solutions you can put to into immediate action.
*With no registration cost
Explore three unique learning tracks designed for your level of understanding
Hear real-life stories of successful cost containment and plan design
Network with industry leaders and vendors
Why is MCF a must-attend event?
Event Details
May 11-12, 2027
Registration is now open
Conference at the Loews Nashville Hotel
2100 West End Avenue, Nashville, TN 37203
Planning Your Trip?
While we’re currently working hard on our 2027 agenda, check out our 2026 schedule and explore what our Medical Captive Forum delivers.
7:30 AM – 9:00 AM
Registration & Morning Networking
Kick off the event by checking in and connecting with fellow attendees. Enjoy light refreshments while networking with peers.
9:00 AM – 10:15 AM
Welcome & Opening Keynote
Navigate rising healthcare cost through building resilience. Suneel Gupta shares how to reset, reignite purpose, and strengthen emotional resilience to boost engagement and performance.
10:15 AM – 10:30 AM
Break
10:30 AM – 11:15 AM
MCF Power Breakouts: Session 1
Foundations Track | Understanding How the Captive Model Works: A Self-Funding Introduction
Discover how the captive model offers a strategic alternative to traditional insurance. Learn how self-funding delivers greater control, transparency, and cost savings.
Growth Track | The TPA Difference: Where Execution Makes or Breaks Results
Explore how the right TPA drives success in a self-funded captive. See how claims management, provider negotiations, plan administration, impact outcomes.
Mastery Track | Not All Captives Are Created Equal
Compare different captive models and alternative funding options. Gain insights to confidently guide clients to the best strategy.
11:15 AM – 12:30 PM
Networking Lunch
12:30 PM – 1:15 PM
MCF Power Breakouts: Session 2
Foundations Track | Onboarding with Roundstone: Transitioning to Self-Funding
Learn what to expect when moving from a fully insured plan to self-funded. Understand key steps to ensure a smooth shift while maintaining quality healthcare coverage.
Growth Track | Emerging Cost Containment Solutions
Explore innovative cost containment strategies, with a focus on cancer care. Discover how Color Health improves outcomes while lowering costs.
Mastery Track | Beyond the Dashboard: Customer Service & Reporting
Understand how service models and integrated reporting drive success. See how Roundstone tools and Bywater support deliver better outcomes.
1:15 PM – 1:30 PM
Break
1:30 PM – 2:15 PM
MCF Power Breakouts: Session 3
Foundations Track | Understanding Benchmarking and Preferred Bundles (Per Employee Per Year)
Gain clarity on benchmarking and preferred bundles through a PEPY lens. Learn how engagement, claims history, and plan design influence outcomes and renewals.
Growth Track | A Better Way to Approach Renewals
Uncover what drives renewal rates and impacts healthcare costs. Learn proactive strategies to manage spend so there are no surprises at the end of your plan year.
Mastery Track | How Top Advisors Lead with Cost Containment
See how leading advisors use cost containment to deliver better outcomes. Explore practical strategies that prioritize alignment, control, and overall transparency.
2:15 PM – 2:30 PM
Break
2:30 PM – 3:15 PM
MCF Power Breakouts: Session 4
Foundations Track | Uncovering Practical Employee Engagement Tactics
Apply proven strategies to boost employee engagement and improve outcomes in collaboration with FedLogic. Increase participation and enhance overall satisfaction.
Growth Track | PBMs Decoded: Where the Real Savings Are
Decode how PBMs operate and influence employer costs. Identify where real savings opportunities exist and how Roundstone evaluates partners.
Mastery Track | Lasers Demystified: A Strategy Not a Penalty
Demystify how lasers function as a strategic cost-control tool. Learn how advisors use them to better win and retain business.
3:15 PM – 3:30 PM
Break
3:30 PM – 4:00 PM
Roundtable Discussions
Engage with the Roundstone team and top-performing advisors in interactive discussions. Ask questions, share experiences, and gain actionable insights.
4:00 PM – 5:00 PM
Break
5:00 PM – 7:00 PM
Welcome Reception
Relax and connect with speakers, panelists, sponsors, and the Roundstone team. Expand your network while discovering solutions to enhance your business.
7:00 AM – 8:30 AM
Rise & Shine Breakfast
Start your day with breakfast and meaningful connections. Network with peers and industry leaders before sessions begin.
8:30 AM – 9:30 AM
Employer Cost Containment Panel
Hear how employers reduce healthcare costs through strategic partnerships. Gain real-world insights while maintaining quality care.
9:30 AM – 10:30 AM
Closing Keynote
Roundstone Founder and President Mike Schroeder is joined by Eric Bricker, Chief Medical Officer at AHealthcareZ and Board Member at Frontier Direct Care, in this can’t-miss closing keynote.
10:30 AM – 11:30 AM
Bon Voyage Bite
Wrap up the event with a light bite and final networking opportunities.
Register Now
Registration for MCF 2027 in Nashville, May 11–12, is now open. Join us for an engaging experience filled with valuable insights, networking opportunities, and practical takeaways to help strengthen your health plan strategy. Register below to secure your spot.
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% annually over the past decade. Roundstone is headquartered in Lakewood, Ohio with representatives throughout the US.
