7:30 AM – 9:00 AM
Kick off the event by checking in and connecting with fellow attendees. Enjoy light refreshments while networking with peers.
Employers who register by April 14 will enjoy a complementary one night's stay at the Hyatt Regency during the event.
Join us for our Medical Captive Forum: Rewrite the Rules of Your Health Plan
Where employers and advisors come together to challenge the status quo and build smarter, more resilient health plans
Days
Hours
Minutes
Seconds
May 6 & 7
Dallas, Texas
Join hundreds of innovators in Dallas for 1.5 days of strategy, collaboration and real-world solutions you can put to work right away
*At no registration cost
Learn how to lead with a self-funded strategy
Access cost containment solutions to save more
Network with industry leaders and vendors
What's on the agenda?
Day One | May 6
9:00 AM – 10:15 AM
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
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
Explore how the right TPA drives success in a self-funded captive. See how claims management, provider negotiations, plan administration, impact outcomes.
Mastery Track
Compare different captive models and alternative funding options. Gain insights to confidently guide clients to the best strategy.
11:15 AM – 12:30 PM
Take a break and recharge with lunch. Connect with fellow attendees and continue the conversation.
Sponsored by SHARx
12:30 PM – 1:15 PM
MCF Power Breakouts: Session 2
Foundations Track
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
Explore innovative cost containment strategies, with a focus on cancer care. Discover how Color Health improves outcomes while lowering costs.
Mastery Track
Understand how service models and integrated reporting drive success. See how Roundstone tools and Bywater support deliver better outcomes.
1:15 PM – 1:45 PM
Break
1:45 PM – 2:30 PM
MCF Power Breakouts: Session 3
Foundations Track
Gain clarity on benchmarking and preferred bundles through a PEPY lens. Learn how engagement, history, and plan design influence outcomes and renewals.
Growth Track
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
See how leading advisors use cost containment to deliver better outcomes. Explore practical strategies that prioritize alignment, control, and overall transparency.
2:30 PM – 2:45 PM
Break
2:45 PM – 3:30 PM
MCF Power Breakouts: Session 4
Foundations Track
Apply proven strategies to boost employee engagement and improve outcomes in collaboration with FedLogic. Increase participation and enhance overall satisfaction.
Growth Track
Decode how PBMs operate and influence employer costs. Identify where real savings opportunities exist and how Roundstone evaluates partners.
Mastery Track
Demystify how lasers function as a strategic cost-control tool. Learn how advisors use them to better win and retain business.
3:30 PM – 4:00 PM
Engage with Roundstone leaders and top-performing advisors in interactive discussions. Ask questions, share experiences, and gain actionable insights.
5:00 PM – 7:00 PM
Relax and connect with speakers, panelists, sponsors, and the Roundstone team. Expand your network while discovering solutions to enhance your business.
Sponsored by Color Health
Day Two | May 7
7:00 AM – 8:30 AM
Start your day with breakfast and meaningful connections. Network with peers and industry leaders before sessions begin.
8:30 AM – 9:30 AM
Hear how employers reduce healthcare costs through strategic partnerships. Gain real-world insights while maintaining quality care.
9:30 AM – 10:30 AM
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
Wrap up the event with a light bite and final networking opportunities.
Why is MCF a must-attend event?
Breakout sessions
0
Attendees
0
Cost covered per attendee
$ 0
Event Details
May 6-7, 2026
Secure your spot by May 1
Stay at the Hyatt Regency
300 Reunion Blvd, Dallas, TX 75207
Conference at Union Station
499 S Houston St, Dallas, TX 75202
Hear from our keynote speakers
Suneel Gupta
Connecting Personal Energy & Performance, Bestselling Author, Healthcare Entrepreneur
About Suneel
Suneel Gupta
Connecting Personal Energy & Performance, Bestselling Author, Healthcare Entrepreneur
As the founding CEO of RISE, a breakthrough wellness company, Suneel Gupta helped thousands of people build better habits for life and work. Now, as a bestselling author and Harvard Medical School visiting scholar, Suneel has taken his mission one step further – helping people reset, reignite, and find meaning in their work by bolstering emotional resilience and engagement. Suneel asks, “How can an organization excel on the outside if its people are exhausted on the inside?” He helps leaders and teams build the capacity to meet today’s relentless demands without sacrificing their well-being. He equips them with science-based tools to prevent burnout, sustain energy, sharpen focus, and improve both professional and personal performance. Suneel offers a better way to work; one that results in sustainable innovation, productivity, and fulfillment.
Suneel is a resilient entrepreneur and the international bestselling author of Backable and Everyday Dharma – two books that have been translated into nine languages and have reached readers worldwide. Backable is rooted on his inner journey from twice-failed entrepreneur to becoming a leader behind two IPOs and being named “The New Face of Innovation” by the New York Stock Exchange. It reveals the mindset shifts and hidden habits of people who are extraordinary at pushing new ideas forward.
His transformative book, Everyday Dharma, codifies his mission to help people reset, reignite, and re-engage through a timeless practice called Dharma. Simply put, Dharma brings “who you are” and “what you do” into alignment. When we’re aligned, we’re capable of producing our best work and lead ourselves and others effectively, experiencing true joy along the way.
As visiting scholar at Harvard Medical School, Suneel researches and teaches the interconnection between inner well-being and outer leadership. He is also emissary for Gross National Happiness between the United States and the Kingdom of Bhutan.
As CEO of RISE Suneel helped thousands of people establish a way to personalize their physical and mental health journey while connecting with certified nutritionists and trainers at an affordable price. The company was named “App of the Year” and partnered with then-First Lady Michelle Obama before being acquired by the NASDAQ-listed company One Medical Group (now part of Amazon), expanding its reach in digital health and well-being.
Suneel was also the host of Business Class, a 2023 Webby Award-winning Series streaming on Amazon Prime. The show spotlights the struggles, resilience, and work/life habits of entrepreneurs and business visionaries like Ben Cohen and Jerry Greenfield (Ben & Jerry’s), Top Chef’s Tom Colicchio, and Martha Stewart.
Suneel has also personally backed ventures including Impossible Foods, Airbnb, 23andMe, and SpaceX. He was one of the very first investors in CALM, which is now one of the world’s leading mental wellness platforms helping millions of people achieve a greater sense of work/life balance. He also serves as an advisor to Wisdom Ventures, a mission-driven fund investing in companies at the intersection of technology, wellbeing, and human potential.
When a reporter once asked Suneel about his purpose, his response was to “find good people and inspire them to do what inspires them.”
Dr. Eric Bricker
Chief Medical Officer at AHealthcareZ, Board Member at Frontier Direct Care
About Dr. Bricker
Dr. Eric Bricker
Chief Medical Officer at AHealthcareZ, Board Member at Frontier Direct Care
Dr. Bricker is an internal medicine physician and former Co-Founder and Chief Medical Officer of Compass Professional Health Services. Compass is a Healthcare Navigation service that grew to 1.8M members across 2,000+ clients including T-Mobile, Southwest Airlines and Chili’s Restaurants. Compass was acquired by Alight Solutions in July 2018.
Dr. Bricker then went on to found AHealthcareZ, which provides 400+ healthcare finance educational videos with 130,000+ subscribers/followers across YouTube and LinkedIn.
Additionally, Dr. Bricker serves on the Board of Directors for Frontier Direct Care and provides consulting services to healthcare companies and investment firms.
Check out our full speaker lineup here.
Rethink what your health plan can do
at MCF 2026
Meet our sponsors
A Look Back at MCF 2025
Didn’t attend our 2025 Medical Captive Forum? View our on-demand sessions to see what you missed.
Register Now
Roundstone is the original employer health insurance innovator for the middle market. We help small and midsize organizations to offer competitive health 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 aligning with the employers’ best interests and remain committed to our mission – quality, affordable healthcare and a better life for all.
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