Employers who register by April 8 will enjoy a complimentary stay at Hotel Cleveland during the event.
2025 MCF | Celebrating a Decade of Innovation
April 30 & May 1, 2025 | Hotel Cleveland
Traditional healthcare models have left employers frustrated with rising costs and poor outcomes. At Roundstone’s 10th Annual Medical Captive Forum, we’re redefining what’s possible. This premier event invites Employers, Benefit Advisors and Account Managers to explore the self-funded group medical captive strategy that puts control and savings back where they belong – with employers.
Join us to witness how our innovative approach allows employers to:
Our double-digit growth is driven by employers who are leaving the traditional, fully insured model behind – and thriving with a smarter alternative.
Wednesday, April 30
8:00 AM – 10:00 AM
Registration & Morning Networking
10:00 AM – 12:00 PM
Opening Session with Roundtables
12:00 PM – 1:30 PM
Lunch
1:30 PM – 2:15 PM
Breakout Session #1
2:15 PM – 2:30 PM
BREAK
2:30 PM – 3:15 PM
Breakout Session #2
3:15 PM – 3:30 PM
BREAK
3:30 PM – 4:15 PM
Breakout Session #3
5:30 PM – 7:30 PM
Welcome Reception
Thursday, May
7:00 AM – 8:30 AM
Breakfast
8:30 AM – 10:30 AM
MCF General Session
10:30 AM – 10:45 AM
BREAK
10:45 AM – 11:30 AM
Breakout Session #4
11:30 AM – 11:45 AM
BREAK
11:45 AM – 12:30 PM
Lunch & Social Send-Off
MCF 2025 is designed for every level of experience.
For those exploring self-funded captives for the first time, as well as for newer captive members seeking to understand key concepts and the steps for a successful transition.
For those familiar with the captive model looking to learn how to fully maximize their plan and savings with Roundstone.
For Advisors or Account Managers seeking support in understanding and communicating the benefits of the Roundstone solution to clients and those within the captive.
For the first time in three years, the 2025 Medical Captive Forum will return to Cleveland, Ohio marking a significant milestone as we celebrate the event’s 10th anniversary.
Cleveland holds a special place in the history of our forum, and returning to this city allows us to honor our journey while looking ahead to the future of healthcare benefits.
Join us from April 30 to May 1, 2025, at Hotel Cleveland as we gather to exchange insights, foster connections and commemorate a decade of progress in successfully navigating self-funded health plans. Get ready to be part of an unforgettable experience as we convene in Cleveland for the 2025 Medical Captive Forum.
Don’t miss out on the excitement! Watch the MCF 2024 recap video to revisit unforgettable moments and key highlights from last year’s event to see what made it truly special.
Hotel Cleveland, offers a blend of historic charm and modern luxury, making it an exceptional venue. With elegant, versatile event spaces, the hotel meets the needs of MCF’s intimate breakout sessions and larger speaking events. The meticulously restored interior showcases the venue’s rich history while providing state-of-the-art amenities.
Positioned in downtown Cleveland near key city landmarks, like the Rock & Roll Hall of Fame, the venue is vibrant and convenient. Hotel Cleveland ensures a memorable and seamless event experience for all attendees, with exquisite dining options and unparalleled service.
We’ve secured a room block at Hotel Cleveland with discounted room rates. Register for the event to access the booking link.
Join us at Roundstone’s Medical Captive Forum, where industry leaders and experts come together to explore innovative strategies for controlling healthcare costs. Gain valuable insights, network with peers, and discover new approaches to self-funding your employee benefits. Don’t miss this opportunity to empower your organization with knowledge and actionable solutions.
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.
Roundstone Insurance © 2025
Josh Linkner — a New York Times bestselling author — is a rare blend of business, art, and science.
On the business front, he’s been the founder and CEO of five tech companies, which created over 10,000 jobs and sold for a combined value of over $200 million. He’s the co-founder and Managing Partner of Muditā (moo-DEE-tah) Venture Partners – an early-stage venture capital firm investing in groundbreaking technologies. Over the last 30 years, he’s helped over 100 startups launch and scale, creating over $1 billion in investor returns. He’s twice been named the EY Entrepreneur of The Year and is the recipient of the United States Presidential Champion of Change Award.
While proud of his business success, his roots are in the dangerous world of jazz music. He’s been playing guitar in smoky jazz clubs for 40 years, studied at the prestigious Berklee College of Music, and has performed over 1000 concerts around the world.
His experiences in both business and music led him to become one of the world’s foremost experts on innovation. Josh is the co-founder and Chairman of Platypus Labs, a global research, training, and consulting firm. Today, he’s on a mission to help leaders Find A Way™ through creative problem-solving, inventive thinking, and ingenuity.
