2023 Medical Captive Forum | May 18-19 | Chicago, Illinois
MISSION POSSIBLE
Affordable, Quality Healthcare for All
Why Attend the 2023 MCF?
Roundstone’s Medical Captive Forum (MCF) was created to bring employers and benefits advisors together to learn more about self-funding best practices and trends. Educational at its heart, the MCF dives deep into the current health insurance marketplace to find solutions that save employers money while enriching their employee benefits programs.
After hosting our forum in Cleveland, Ohio since 2015, 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. You’ll learn about the latest trends and strategies in health insurance and healthcare, particularly around self-funding, effective cost containment solutions, and employee wellness programs.
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 our group captive.
Affordable, high-quality healthcare for all – it IS possible. Let’s do this!
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WHAT'S ON THE AGENDA?
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: Welcome Ceremony + 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: High-Impact Employee Experience and Engagement
9:45 AM - 12:30 PM
Breakout Sessions
12:30 PM
Closing Remarks + Lunch
View Breakout Session TopicsFriday, May 19th, 2023SPEAKER SPOTLIGHT
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.
Registration is Open!
Registration to attend the 2023 Medical Captive Forum is officially open! Don’t wait to register, seats are filling fast. This is an event you won’t want to miss!
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
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 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
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 Megan 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, 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)
Jim Fox
Head of Human Resources
at Family Resource Center
Megan Mayhugh
Founder and Managing Director
of People Architects
Jon Petz
Inspirational Business Speaker |
Best-Selling Author | Magician
Meet Us in Chicago!
Chicago. It’s our kind of town. From the shores of Lake Michigan to the Magnificent Mile to the architectural grandeur, the deep-dish pizza, hot dogs, and all that jazz … Chicago is one of America’s friendliest big cities. And it’s easy to get to from just about anywhere!! That’s why we are so excited to host MCF 2023 at Chicago’s Marriott Marquis. Yes, we still love our home city of Cleveland, but we want to make the event more easily accessible to more people, and treat our attendees to an amazing experience.
Don't wait to register, seats are filling fast!
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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