Full Event Agenda
8:00 AM – 10:00 AM
Registration & Morning Networking
Sponsored by Unified Group Services
Kick off the event by checking in and connecting with fellow attendees. Enjoy light refreshments and the opportunity to network with peers and industry leaders.
Location: Level 3 Grand Stairway
10:00 AM – 12:00 PM
MCF Welcome & Roundtable Session: Connect, Share, Engage
Sponsored by Granular, Core Specialty and Serve You Rx
Join the Roundstone team for an opportunity to connect with current clients in captive space. Hear from employers and advisors as they share their journey transitioning to the Roundstone captive and their ongoing experience.
- Sean Stapulionis, President of Trust MFG and his advisor,
- Melanie Maulding, VP of Employee Benefits Consulting at CBIZ Cleveland
After the presentation, participate in a roundtable discussion and network with other captive participants. This session will also introduce the Per Employee Per Year (PEPY) metric, a key tool for assessing health plan performance, and explain why it’s crucial for informed decision-making. Prepare for the upcoming one-and-a-half-day event, get clear on what to expect, and ensure a productive experience.
Location: Grand Ballroom B & Forest City Ballroom
12:00 PM – 1:30 PM
Fuel Up: Networking Lunch
Take a break and enjoy lunch while continuing discussions with fellow attendees.
Location: Grand Ballroom A
1:30 PM – 2:15 PM
MCF Power Breakouts: Session 1
Beginner Track | Understanding How the Captive Model Works: A Self-Funding Introduction
Who Should Attend: Prospective employers, advisors, account managers, or employers with less than one year within a captive.
Navigating healthcare funding can be complex, but the captive model offers a powerful alternative to traditional insurance. In this session, gain a solid understanding of self-funding and how captives provide greater control, transparency, and cost savings. Our experts break down essential self-funding components like risk-sharing, stop-loss coverage, and claims management. We’ll also feature advisor Frank Miotke and his client, Kevin Weidinger, who will share their experience transitioning into the Roundstone captive.
With Rob Hamilton, EVP of Sales at Roundstone, Sam Walters, Regional Practice Leader at Roundstone, Frank Miotke, Principal/Employee Benefit Consultant at Vantage Financial Group and Kevin Weidinger, President/CEO at Great Lakes Fasteners, Inc.
Location: Grand Ballroom B
Intermediate Track | Claims Management 101: Navigating the Essentials & Managing High-Cost Claims
Who Should Attend: In force employers, advisors & account managers
Effective claims management is crucial for controlling healthcare costs and ensuring smooth operations. In this session, learn the fundamentals of claims processing, cost containment strategies, and the best practices for working with TPAs and carriers. Also explore what to do when faced with a high-cost claim—how to leverage stop-loss coverage, negotiate costs, and implement proactive strategies to mitigate financial impact.
With Julie Hoehn, Claims Manager at Bywater, Sophia Corrigan, Customer Outcomes Manager at Roundstone and Hannah Morris, Manager of Customer Success at Roundstone
Location: Forest City Ballroom
Advocate Track | Roundstone vs. Other Self-Funded Group Captives: A Competitive Comparison
Who Should Attend: Advisors and account managers
It’s crucial to understand how Roundstone compares to other self-funded group captives. In this session, examine Roundstone’s model alongside others, focusing on key factors to consider and important questions to ask when evaluating captives for your clients. Ashley Hughes, an in-force advisor, will also join the conversation to share her personal experience working with Roundstone and how it stacks up against competitors in the market.
With Jasmine Bibb, VP of customer Success at Roundstone, Jack Schroeder, Regional Practice Leader at Roundstone and Ashley Hughes, VP, Client Strategy & Alternative Risk Solutions at Swift Kennedy & Associates, Inc.
Location: Ambassador Ballroom
2:15 PM – 2:30 PM
Recharge Break
Take a break to refresh and prepare for the next session.
2:30 PM – 3:15 PM
MCF Power Breakouts: Session 2
Beginner Track | The Power of Preferred Bundles: How PBM, TPA, and Network Choices Impact Cost Containment with Serve You Rx
Who Should Attend: Prospective employers, advisors, account managers, or employers with less than one year in a captive.
Understanding self-funding is just the beginning—now, let’s focus on the key players that can make your plan truly successful. Exploe why choosing the right Pharmacy Benefit Manager (PBM), Third-Party Administrator (TPA), and network options is critical. With insights from Justin Jasniewski from our preferred PBM partner at Serve You Rx, we’ll discuss how these decisions can drive cost savings, streamline operations, and enhance healthcare outcomes.
With Ian Woidke, Regional Practice Leader at Roundstone, Beth Snyder, COO at Roundstone and Justin Jasniewski, CEO at Serve You Rx
Location: Grand Ballroom B
Intermediate Track | Exploring Emerging Cost Containment Solutions: The Power of Direct Primary Care with Hint Connect
Who Should Attend: In force employers, advisors & account managers
Explore emerging cost containment solutions with a spotlight on Direct Primary Care (DPC). Featuring Beth Holmes from Hint Connect, hear discussion on how this innovative model can dramatically reduce healthcare costs, improve access to care, and create a more sustainable healthcare strategy for self-funded employers. Learn how Hint Connect’s approach to DPC is reshaping healthcare delivery and providing a high-quality, cost-effective solution for both employers and employees.
With Daniel Demyan, Cost Containment Strategist at Roundstone, Kenny Fritz, Regional Practice Leader at Roundstone and Beth Holmes, Head of Hint Connect.
Location: Forest City Ballroom
Advocate Track | The Critical Role of a Good TPA in Cost Containment with Bywater
Who Should Attend: Advisors & Account Managers
When moving a client to a captive, the key to success lies in choosing the right Third-Party Administrator (TPA). As advisors and account managers, learn why the right TPA is essential for controlling healthcare costs in a self-funded group medical captive. Explore the critical roles of a TPA, including claims management, provider rate negotiation, plan administration, and cost containment. Featuring Bywater, discover how partnering with a strong TPA can drive savings, improve performance, and enhance outcomes for your clients.
With Lauren Gliha, Partner Solutions Manager at Roundstone, Jen Trudel, Customer Outcomes Manager at Roundstone and Lisa Kerr, Sales Development Leader at Bywater
Location: Ambassador Ballroom
3:15 PM – 3:30 PM
Coffee Break
Refuel with coffee and light snacks as you network with fellow attendees.
3:30 PM – 4:15 PM
MCF Power Breakouts: Session 3
Beginner Track | Employer's Guide to Onboarding and Transitioning from Traditional Insurance to Self-Funding with Roundstone
Who Should Attend: Prospective employers, advisors, account managers, or employers with less than one year in a captive.
Now that you understand how the solution works and who is involved, let’s dive into what to expect during the transition. This session offers a detailed overview of the entire process, covering key steps to ensure a smooth transition, strategies to optimize self-funding benefits, and best practices for managing costs and risk. Additionally, Adrian Marcial, an Account Manager from CBIZ Cleveland, will share his successful experiences transitioning clients to self-funding, offering practical insights to help you confidently navigate the process.
With Tim Ott, Regional Practice Leader at Roundstone, Hannah Morris, Manager of Customer Success at Roundstone, Lisa Kerr, Sales Development Leader at Bywater and Adrian Marcial, Account Executive, Employee Benefits at CBIZ Insurance Services.
Location: Grand Ballroom B
Intermediate Track | What Impacts My Renewal with Unified Group Services
Who Should Attend: In force employers, advisors & account managers
If you or your client are in a captive, understanding the factors that impact your renewal is essential for effectively managing healthcare costs. Dive into the key drivers of renewal rates, including claims history, risk factors, plan design, and market trends. Learn how to assess these variables, strategize for future renewals, and take proactive steps to keep costs manageable while ensuring quality coverage for employees. Additionally, Unified Group Services, one of our preferred TPAs, will share valuable insights on how partnering with the right TPA optimizes your renewal strategy and controls healthcare costs.
With Bruce Dunham, Underwriting Manager at Roundstone, Pete Dalpiaz, Regional Practice Leader at Roundstone, Dan Santora, Lead Customer Outcomes Manager at Roundstone and Forrest Williamson, VP of Sales at Unified Group Services.
Location: Forest City Ballroom
Advocate Track | Mastering Your First Year as an Advisor in the Roundstone Captive
Who Should Attend: Advisors & Account Managers
For advisors and account managers new to the Roundstone Captive, this session provides a comprehensive roadmap for your first year. Explore key processes, expectations, and strategies for managing client relationships, optimizing cost savings, and maximizing the benefits of the captive model. Katie Harvey, an experienced account manager from Capital Group Benefits, will share her firsthand experience transitioning clients to the captive and offer practical advice for navigating the process. Walk away with the tools and confidence to guide your clients to success with Roundstone.
With Eddie Castro, Regional Practice Leader at Roundstone, Sophia Corrigan, Customer Outcomes Manager at Roundstone and Katie Harvey, Partner/Account Manager at Capital Group Benefits.
Location: Ambassador Ballroom
5:30 PM – 7:30 PM
MCF Welcome Mixer
Sponsored by True Rx
Relax and connect with speakers, panelists, sponsors, and the Roundstone team at this informal welcome reception. Featuring our key partner solutions — don’t miss this chance to expand your network and discover valuable resources to enhance your business.
Location: Grand Ballroom A
7:00 AM – 8:30 AM
Rise & Shine Breakfast
Fuel up for the final day with breakfast while networking with peers and other leaders — a perfect start to another exciting day of learning!
Location: Forest City Ballroom
8:30 AM – 10:30 AM
MCF Main Stage: Keynote & Insights
8:30 AM - 9:30 AM | Find A Way™ – Unlocking Innovation in a Changing Healthcare Landscape
The healthcare industry is at a crossroads, facing disruption and evolving funding models. HR leaders, CEOs, CFOs, business owners, and benefits advisors must rethink conventional strategies and embrace innovative solutions to stay ahead.
In this high-energy, actionable keynote, Josh Linkner—renowned entrepreneur, venture capitalist, and innovation expert—shares his proven Find A Way™ framework. This 5-step strategy will equip you with the tools to navigate uncertainty, unlock creative problem-solving, and drive impactful change within your organization.
What You’ll Learn:
- How to confidently lead your organization through disruption
- Practical strategies to foster innovation and challenge the status quo
- A clear roadmap for seizing new growth opportunities
Join us and discover how to become a champion of innovation in this rapidly changing healthcare landscape.
Location: Grand Ballroom A & B
9:40 AM - 10:30 AM | Winning Together: The Power of Partnership in Cutting Healthcare Costs
Slash Healthcare Costs and Maximize Savings — Learn from Those Who’ve Done It
Skyrocketing healthcare costs aren’t inevitable. With the right strategies and, most importantly, the right partners, forward-thinking businesses are achieving significant savings while maintaining high-quality care. Finding partners who align with your goals is key, and we’re showcasing a real-world success story that proves it.
Join us for an exclusive fireside chat with Dan Rozov, HR Manager at Thomas Automotive, along with his advisor, Dan Majernik, Partner & VP Employee Benefits Consultant at USI Insurance Services, Aaron Searls, VP Of Business Development at True Rx and Robb Moceri, VP, Care Navigation at Rightway. Discover how strategic partnerships enabled them to significantly reduce healthcare costs while enhancing their benefits strategy—without compromising quality care.
- $16,000 saved through an overlay program with True Rx.
- $31,274 in additional savings using Rightway’s navigation solution.
- A step-by-step guide to leveraging PBMs, point solutions, and self-funding through a captive.
Whether you’re a prospective client curious about how real businesses are cutting costs or a current captive member looking to maximize savings, this session will give you the insights and strategies to take control of your healthcare expenses.
Location: Grand Ballroom A & B
10:30 AM – 10:45 AM
Recharge Break
Take a quick break to reset before the final stretch of the event.
10:45 AM – 11:30 AM
MCF The Grand Finale Breakout: Session 4
Beginner Track | Introduction to Cost Containment Strategies in Self-Funding
Who Should Attend: Prospective employers, advisors, account managers, or employers with less than one year in a captive.
Once you understand how a self-funded captive plan works and the key steps for a successful transition, the next critical piece is cost containment. Delve into effective strategies to control healthcare expenses, focusing on both proactive measures to prevent high-cost claims and reactive solutions to manage expenses efficiently. Learn how to optimize savings while maintaining quality care in your self-funded plan.
With With Beth Snyder, COO at Roundstone and Lauren Gliha, Partner Solutions Manager at Roundstone
Location: Grand Ballroom B
Intermediate Track | Maximizing Savings: Cost-Effective PBM Strategies with True Rx
Who Should Attend: In force employers, advisors & account managers
Prescription drug costs are a major driver of healthcare expenses, but the right strategies can lead to significant savings. Aaron Seals from True Rx will share key PBM approaches, including formulary management, rebate optimization, and alternative sourcing, to help employers and advisors control pharmacy costs. Explore the financial impact of GLP-1 and specialty drugs, providing actionable insights to manage these high-cost medications effectively.
With Tim Ott, Regional Practice Leader, Roundstone, Patrick Weber, Cost Containment Analyst, Roundstone and Aaron Searls, VP of Business Development of True Rx.
Location: Forest City Ballroom
Advocate Track | The Advisor’s Playbook: Winning Cost Containment Strategies
In today’s healthcare landscape, cost containment is essential for self-funded employers. This session provides advisors and account managers with practical strategies to help clients control medical and pharmacy expenses. Learn the advisor’s role in driving savings through proactive advocacy, including Erika Ensign’s single case agreement approach. Additionally, explore Roundstone’s impact on claims review and plan design, along with innovative solutions like the Samaritan Fund, supported by a real-world case study.
With Chris Zirke, General Counsel at Roundstone, Daniel Demyan, Cost Containment Strategist at Roundstone, Erika Ensign, Senior Benefits Consultant at Affinity Impact Partners and Samaritan Fund (TBA)
Location: Ambassador Ballroom
11:30 AM – 12:30 PM
MCF Bon Voyage Bite
Wrap up the event with a light bite and final networking opportunities.
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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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