Forum Program

Wednesday, March 29, 2023

3:00 p.m. to 7:00 p.m.
Registration Open
5:00 p.m. to 7:00 p.m.
Welcome Reception with Exhibitors

9:00 p.m.


SIIA Future Leaders Meet-Up Mixer
Icebar Orlando - 8967 International Dr, Orlando
Join other younger attendees for an after-dinner networking event. 

Thursday, March 30, 2023

7:00 a.m. to 5:00 p.m. Registration Open
8:00 a.m. to 9:00 a.m. Networking Breakfast

9:00 a.m. to 9:10 a.m. Welcome Remarks


Elizabeth Midtlien
Self-Insurance Institute of America, Inc. (SIIA)

9:10 a.m. to 9:45 a.m.

State of the Industry – Live Audience Polling
Get off to a fast and fun start this morning by offering your anonymous opinions on the hottest industry issues for 2023 and see aggregated audience results in real time via SIIA’s attendee polling technology. Be sure to bring a fully-charged mobile device to this session.


Mike Ferguson
President & CEO
Self-Insurance Institute of America, Inc. (SIIA)

9:45 a.m. to 10:45 a.m.


Cost, Quality, and Acuity in Negotiations and Navigation
While the cost of health care is obviously important to plan sponsors (and sometimes participants), don’t overlook quality when considering provider options and negotiations. While up until recently, quality has been hard to quantify, that is starting to change with the greater availability of quality metrics and the requirement to consider quality in surprise billing negotiations and IDR. This session will provide practical guidance on how to incorporate such metrics as part of holistic plan management strategy and include case studies of real-world success stories.


Scott Bennett
Vice President, Provider Relations
The Phia Group


Mac Meadows
90 Degree Benefits – Houston

Ashley Rutkowski
VP, Payer Sales

10:45 a.m. to 11:15 a.m. Networking Break

11:15 a.m. to Noon SIIA Committee Updates — Advancing the Self-Insurance Industry
  Dozens of SIIA members are hard at work this year as part of multiple association committees advancing important industry initiatives.  This session will feature representatives of each of these committees who will preview what they expect to accomplish n 2023.

Alex Arnet
Chief Commercial Officer
Lucent Health

Christine Cooper
Aequum, LLC

Jeff Fitzgerald
Vice President, Employee Benefits
Innovative Captive Strategies

Keith Hodges
Sales Executive, Strategic Partnerships
Health Plans, Inc.

Noon to 1:30 p.m.

Hosted Luncheon & Networking Time

1:30 p.m. to 2:30 p.m.

Direct Primary Care – Connecting the Dots for Quality Care
While there are obvious advantages to high quality primary care, Direct Primary Care (DPC) practices have capabilities to help ensure quality health care delivery “downstream” by serving as navigators and advocates for their patients. A panel of DPC representatives will share examples and scenarios where they are uniquely positioned to help ensure high-quality health care beyond the first stop of primary care services.


George Stiles 
President & COO
Planned Administrators, Inc. 


Jeffrey Gold, MD
Gold Direct Care PC

John Collier
Proactive MD

Shane Purcell, MD
Direct Access MD


2:30 p.m. to 3:30 p.m.

Health Systems, Direct Contracting and Quality of Care Considerations
A panel representing leading health systems that have direct contracts with self-insured payers discuss how these arrangements allow them to leverage their capabilities to improve quality outcomes for plan participants and how these outcomes can lower the total cost of care.


Blake Allison
Employers Health Network


Dr. Sandy Balwan
Chief Medical Officer

Brandon J. Burket, MHA
Vice President
Orlando Health Network

Megan Olshavsky, Ph.D.
Director of Operations
Ascension Seton Health Alliance

3:30 p.m. to 3:45 p.m. Networking Break

3:45 p.m. to 4:45 p.m.


Competitive Advantages/Disadvantages in the Broker/Advisor Space
Space Over the last few years, broker/advisers of all sizes have been angling to grow their books of business with self-insured employers. Larger brokers tout their resources and experience, while smaller brokers promote more customized capabilities. So, who is wining now and who is better positioned to gain market share in 2023? Don’t miss this lively panel discussion where representatives of larger and smaller brokerage shops make their case and engage in a friendly debate.

Mark Combs 
Self-Insured Reporting


Nelson Griswold
Managing Director
NextGen Benefits

Eugenie Guillot
Vice President
Lockton Companies

Scott Smith
TRUE Network Advisors


5:00 p.m. to 6:30 p.m. Networking Reception

7:30 p.m. - 9:30 p.m.
SIPAC Fund-Raising Dinner
Event details will be provided separately to SIIA members.

Friday, March 31, 2023
8:00 a.m. to 8:30 a.m.
Networking Breakfast

8:30 a.m. to 9:30 a.m. Health Care Transparency Updates – What Senior Executives Need to Know in 60 Minutes
  This will be a perfect opportunity for senior executives to receive an “at-a-glance” briefing of the evolving regulatory and business environment related to health transparency to help them ensure that their businesses are properly positioned now and in the coming years.



Susan Mohler
Senior Vice President, Marketing & Product Management

Christy Lee
General Counsel/ Director of Compliance

Mike Orth
LaunchPad Health

9:30 a.m. to 10:30 a.m.

Legislative/Regulatory Update
SIIA’s government relations team will provide the latest legislative/regulatory updates at both the state and federal level affecting self-insured employers and their business partners.


Chris Condeluci, Esq.
Washington Counsel
Self-Insurance Institute of America, Inc. (SIIA)

Ryan Work

Senior Vice President, Government Relations
Self-Insurance Institute of America, Inc. (SIIA)

10:30 a.m. Closing Remarks and Forum Concludes
*Program schedule is subject to change.

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