Employers who register by April 8 will enjoy a complimentary stay at Hotel Cleveland during the event.
Full Event Agenda
8:00 AM – 10:00 AM
Registration & Morning Networking
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. This relaxed session sets the stage for a productive day ahead filled with valuable insights and conversations.
10:00 AM – 12:00 PM
MCF Welcome & Roundtable Session: Connect, Share, Engage
Join the Roundstone team and connect with current clients within the captive. A client will share their transition experience and ongoing journey, providing firsthand insights. Engage in roundtable discussions to network with other participants. This session will also introduce Per Employee Per Year (PEPY), the essential metric for evaluating health plan performance, explain why it should guide your decision-making. Use this opportunity to prepare for one-and-a-half-day event, gain clarity on what to expect, and ensure a productive experience.
12:00 PM – 1:30 PM
Fuel Up: Networking Lunch
Take a break and enjoy lunch while continuing discussions with fellow attendees. This is a great time to reflect on the morning session, exchange ideas, and network.
1:30 PM – 2:15 PM
MCF Power Breakouts: Session 1
Beginner Track | Understanding How the Captive Model Works: A Self-Funding Introduction
Navigating the complexities of healthcare funding can be overwhelming, but the captive model provides a strategic alternative to traditional insurance. This session equips participants with a foundational understanding of self-funding and demonstrates how captives offer greater control, transparency, and cost savings for employers. Our experts will break down key components, including risk-sharing, stop-loss coverage, and claims management. Additionally, the session will compare fully insured, level-funded, and self-funded models to help you assess the best approach for your organization
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.
Intermediate Track | Claims Management 101: Navigating the Essentials & Managing High-Cost Claims
Effective claims management is crucial for controlling healthcare costs and ensuring smooth operations. In this session, we’ll cover the fundamentals of claims processing, cost containment strategies, and best practices for working with TPAs and carriers. We’ll also educate on 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
Advocate Track | Understanding the Key Differences in Captive Models
As an advisor or account manager, it’s essential to understand how Roundstone stacks up against other self-funded group captives. In this session, we’ll compare Roundstone’s model with others, covering key factors to consider and questions to ask when evaluating captives for your clients. Learn how Roundstone’s competitive edge makes it the ideal choice for your client’s healthcare funding needs.
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
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
In this session, employers and advisors will learn how selecting the right Pharmacy Benefit Manager (PBM), Third-Party Administrator (TPA), and network options can significantly impact cost containment. We’ll explore the benefits of preferred bundles and how integrating these components can drive savings, streamline processes, and improve healthcare outcomes. Discover how to make strategic choices that optimize your plan’s efficiency and reduce overall costs.
With Beth Snyder, COO at Roundstone, Lisa Kerr, Sales and Onboarding Manager at Bywater and Ian Woidke, Regional Practice Leader at Roundstone
Intermediate Track | Exploring Emerging Cost Containment Solutions
In this session, we will explore innovative cost containment solutions that are making waves in self-funded employer space. We’ll talk about the financial risks that employers are facing and offer insights on how emerging solutions, like Samaritan Fund Program, fit into an effective self-funded healthcare strategy. Learn how you can make your business financially sustainable while maintaining high-quality benefits for employers.
With Daniel Demyan, Cost Containment Strategist at Roundstone, Kenny Fritz, Regional Practice Leader at Roundstone and Hint Connect (TBA)
Advocate Track | The Critical Role of a Good TPA in Cost Containment
In this session, advisors and account managers will learn how selecting the right Third-Party Administrator (TPA) is crucial in controlling healthcare costs, especially in a self-funded group medical captive plan. We’ll explore the key functions of a TPA, including claims management, negotiating provider rates, ensuring efficient plan administration and administering cost containment solutions. Discover how a strong TPA partnership can help optimize cost savings, improve plan performance, and provide better outcomes for your clients in a self-funded environment.
With Lauren Gliha, Stop Loss Claims Team Lead at Roundstone, Jen Trudel, Customer Outcomes Manager at Roundstone and Forrest Williamson, VP of Sales at Unified Group Services
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 | Onboarding with Roundstone: Transitioning from Traditional Insurance to Self-Funding with Roundstone
This session is designed for both employers and advisors looking to navigate the transition from a traditional fully insured plan to self-funding with Roundstone. We’ll walk you through the onboarding process, key steps to ensure a smooth transition, and how to maximize the benefits of self-funding. Gain practical insights into the advantages of partnering with Roundstone and learn how to effectively manage risk and cost control while offering employees quality healthcare coverage.
With Tim Ott, Regional Practice Leader at Roundstone, Hannah Morris, Manager of Customer Success at Roundstone, Lisa Kerr, Sales and Onboarding Manager at Bywater and Adrian Marcial, Account Executive, Employee Benefits at CBIZ Insurance Services, Inc
Intermediate Track | What Impacts My Renewal
Understanding the factors that impact your renewal is crucial for both employers and advisors looking to manage healthcare costs effectively. In this session, we’ll explore 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.
With Bruce Dunham, Underwriting Manager at Roundstone, Pete Dalpiaz, Regional Practice Leader at Roundstone and Dan Santora, Lead Customer Outcomes Manager at Roundstone
Advocate Track | Navigating Your First Year in the Roundstone Captive
For advisors and account managers new to the Roundstone Captive, this session will provide a roadmap for success during your first year. We’ll cover key processes, expectations, and strategies to help you effectively manage client relationships, optimize cost savings, and leverage the benefits of the captive model. Gain the knowledge and confidence to guide your clients through a successful year and beyond 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
5:30 PM – 7:30 PM
MCF Welcome Mixer
Unwind and mingle with speakers, panelists, sponsors, and the Roundstone team.
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!
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.
9:40 AM - 10:30 AM | Employer Keynote Panel: Cost Containment Success Stories
Employers will share real-world cost containment success stories. Hear firsthand from two in-force clients about their journey in the Roundstone Captive and learn how being part of the captive has reduced their healthcare costs over time. This session is packed with actionable and proven strategies to help you take control of your healthcare expenses.
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
Effective cost containment is essential for maximizing savings in a self-funded healthcare plan. This session explores proactive strategies to prevent high-cost claims before they occur and reactive approaches to manage expenses when they arise. We will also dive into the important role of prescription benefit management (PBM) in controlling healthcare costs. Serve You Rx will share their expertise on strategies for managing rising Rx costs, a key component of overall cost containment.
With Beth Snyder, COO at Roundstone, Lauren Gliha, Stop Loss Claims Team Lead at Roundstone and Justin Jasniewski, CEO at Serve You Rx
Intermediate Track | Maximizing Savings: Cost-Effective PBM Strategies
Controlling prescription drug spend is one of the top three ways to significantly reduce healthcare costs. In this session, we’ll cover key PBM strategies with True Rx, including formulary management, rebate optimization, and alternative sourcing, to help employers and advisors reduce pharmacy costs. We’ll also address the impact of GLP-1 drugs and specialty drugs, offering practical insights on managing these high-cost medications. Learn how to maximize savings on prescription drugs while maintaining quality care for employees and minimizing financial strain for employers.
With Patrick Weber, Cost Containment Analyst at Roundstone and Aaron Searls, VP Of Business Development at True Rx
Advocate Track | The Advisor’s Playbook: Winning Cost Containment Strategies
In this session, advisors and account managers will gain a comprehensive understanding of effective cost containment strategies in self-funded healthcare plans. We’ll cover key approaches to controlling medical and pharmacy spend, including the fundamentals of Pharmacy Benefit Management (PBM), formulary management, and rebate optimization.
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)
11:30 AM – 12:30 PM
MCF Bon Voyage Bite
Wrap up the event with a light bite and final networking opportunities.
Join Us for MCF 2025 – Don’t Miss Out!
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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