Self-Insured Track

Seema Verma was sworn in as the 15th Administrator of the Centers for Medicare and Medicaid Services on March 14, 2017. She brings deep experience in healthcare policy, Medicaid, insurance, and public health to her role at CMS. Administrator Verma is committed to empowering patients to take ownership of their healthcare and ensuring they have access to the resources they need to make informed decisions.

For more than two decades, Administrator Verma has guided healthcare policy in the public and private sector. She has worked with states to build flexibility into their Medicaid programs to help them meet the diverse needs of their unique populations. As the architect of the historic Healthy Indiana Plan, she helped create and implement the Nation’s first consumer-directed Medicaid program.

Continuing her efforts to improve health outcomes for all Americans, Administrator Verma is working toward a new era of state flexibility and local leadership at CMS. She aims to reduce burdensome regulations so doctors and providers can focus on providing high quality healthcare to patients. She also supports implementing innovative solutions that will improve healthcare quality, accessibility, and outcomes for states, while driving down costs. Administrator Verma completed a Master’s degree in Public Health with a concentration in health policy and management from Johns Hopkins University and a Bachelor’s degree in Life Sciences from the University of Maryland. Previously she was the President, CEO, and founder of SVC, Inc., a national health policy consulting company.

Robert E. Andrews currently serves as the CEO of the Health Transformation Alliance (HTA).

As CEO of the HTA, Andrews oversees the strategic direction of 40+ major corporations who have come together in an alliance to do one thing: fix our broken healthcare system. Formed by 4 founding members in September 2015, the HTA has grown to include more than 40 of our nation’s leading employers, who collectively are responsible for more than 7 million employees, dependents and retirees and an annual health care spend of $26 billion. Through Andrews’ leadership, the HTA has launched value-driven solutions specifically designed to improve patient care and economic value through world class data & analytics, pathbreaking pharmaceutical solutions, high quality medical networks and robust consumer engagement initiatives.

Andrews previously led the Government Affairs practice at Dilworth Paxson law firm for two years before joining the HTA. Prior to private practice, Andrews served as a Member of the United States House of Representatives for nearly 24 years. Upon his departure from the Congress, President Barack Obama praised Andrews’ service as “an original author of the Affordable Care Act...and a vital partner in its passage and implementation,” and cited his “tenacity and skill” in representing the people of New Jersey. Andrews is married to Camille Spinello Andrews, an Associate Dean at Rutgers Law School and former Dilworth partner, and they have two daughters, Jacquelyn and Josie.

During his time in the U.S. House, Andrews was a Member of the House of Democratic Leadership as Co-Chairman of the Steering Policy Committee; Senior Democratic Member and former Chairman of the Health, Employment, Labor and Pensions (HELP) Subcommittee of the House Committee on Education and the Workforce; Senior member of the House Armed Services Committee, with responsibility for all national defense matters; Senior Democratic member and the former Chairman of the Defense Committee Panel on Defense Procurement Reform; Senior Democratic member and former Chairman of the Defense Committee Panel on Audit of the Pentagon; Participant, White House Summit on Health Care Reforms (2009 and 2010); One of the Original Authors of the Affordable Care Act; One of the original authors of the Defense Procurement Reform Law (2009); and he holds the record for the highest number of votes ever received by a U.S. House candidate in the history of the state of New Jersey.

Andrews’ professional and community activities include his time as former Director of Camden County Board of Chosen Freeholders.

Andrews has been a keynote speaker at charitable, educational and governmental events for 30 years, including: Bucknell University commencement; Rutgers Law School commencement; and Rutgers Camden commencement. He is a frequent guest on CNN, Fox News, MSNBC and CNBC.

Education:
J.D., magna cum laude, Cornell Law School, 1982 • Cornell Law Review • Order of the Coif B.A., summa cum laude with honors, Bucknell University, 1979 • Phi Beta Kappa

Marilyn Bartlett is Administrator of Health Care and Benefits Division for the State of Montana. She is responsible for administration of Montana’s largest self-funded health plan, with over 31,000 members. Marilyn assumed this position in 2014, with a focus on improving the plan’s financial performance and enhancing benefit offerings.

Marilyn was previously employed as CFO for a regional TPA firm, Controller for a Blue Cross and Blue Shield plan, Administrative Superintendent for an international mining company, and Controller for a regional CPA firm. She graduated with a Bachelor’s Degree in Education from the University of Nevada – Reno and completed the Accounting/Finance program at Montana State University – Billings. Marilyn earned Certified Public Accountant, Certified Management Accountant, Certified Global Management Accountant, and Certified Financial Management designations.

Marilyn and her husband, Ed, reside in Helena, Montana, where Ed is an attorney/lobbyist.

David Contorno is President of Lake Norman Benefits, now part of the Hilb Group and one of the employee benefit practice leaders inside this now top 40 largest insurance agency. As a native of New York, David began his career in the insurance industry at the age of 14, and has since become a leading expert in the realm of employee benefits over the last 21 years. The Hilb Group continues to grow organically by ensuring all management is handled locally, providing top notch solutions and supports, and through strategic acquisitions.

Among his many accolades, David received a Broker Spotlight in 2004 and was recognized as an outstanding Broker of Service in 2005 through 2014 by Blue Cross Blue Shield. He has continually received the Echelon Award by United Healthcare since 2003, reserved for the top 1% of agents nationally, and was a 2015 "40 Under 40" Award Winner presented by Charlotte Business Journal. Most recently, David was Benefits Selling Magazine's 2015 Broker of the Year and, in March 2016, Forbes deemed him "One of America's Most Innovative Benefits Leaders."

David is a member of the Board of Directors for both the Charlotte Association of Health Underwriters and Healthreach Community Clinic. He served on the NC Insurance Commissioners Life and Health Agent Advisory Committee, as well as participated in the Technical Advisory Group that helped with the Market Reforms required under the Affordable Care Act in North Carolina. He is a long-time member of the Lake Norman and South Iredell Chambers of Commerce as well as the National, North Carolina, New York and Long Island Associations of Health Underwriters. David contributes to numerous publications, including Forbes, Benefits Selling Magazine, Business Leader Magazine and Insurance Thought Leadership.

David is committed to giving back to his community and actively participates in the membership drive for the United Way, assisting the local chapter of Habitat for Humanity, and supporting The Dove House Child Advocacy Center. When he is not working, he enjoys boating, traveling, and being with his wife, Heather, and their two children, Hannah and Ethan.

Vincent Esposito is Chief Operating Officer of the New York based-company, Endeavor Plus, Inc., where he has a wide range of responsibilities covering all aspects of the company’s day-to-day operations, particularly those that are financially-related. He joined the company in 2014 after a decade of diversified experience working as a financial investment analyst.

Prior to joining Endeavor Plus, Vincent was a Senior Analyst with Wexford Capital in Greenwich, CT. At the time, Wexford Capital managed $6B in assets, invested globally and approached the market with a thematic lens and coupled this perspective with fundamental analysis to identify trends across sectors and invested in best-of-breed names by triangulating information through multiple avenues to develop unique opportunities in the public market, based on proprietary work.

Mr. Esposito began his Wall Street career at SES Partners (formerly Circle-T Partners) in New York as a Research Analyst. At SES Partners, he married their tactical strategy with fundamental analysis for their US Long/Short Opportunistic Equity Fund. He worked to identify inflection points & catalysts for specific investments through his research with C-Suite industry executives, as well as both buy and sell side specialists.

As a Presidential Scholar at Siena College, Loudonville, NY, Mr. Esposito graduated with a Bachelor of Science Degree in Finance.

Greg is the Founder and CEO of Payer Compass, LLC, charting a course to reduce healthcare reimbursement costs and increase plan savings for the self-insured, Health Plans, Medicare/Medicaid and various Government, Tribal and Indigent programs through the power and innovation of reference-based pricing, standard Medicare/Medicaid repricing and now bundled payments.

With over 25 years in the managed care and healthcare software business, Greg brings relative knowledge and first-hand experience to both provider and payer organizations.

Greg’s entrepreneurial spirit and passion for making healthcare more affordable led him to purchase the technology assets of Chart-Tech, Inc. in April 2013, providing the foundation for Payer Compass’s repricing, analytics and consulting offerings.

Recognizing the importance of patient advocacy and care management for plan members and their employers, Greg added the integral services of Innovated Medical Risk Management, now known as CareValent, a Payer Compass Company. Additionally, a partnership was established with The Phia Group to provide a complete, best-in-class RBP program that incorporates pricing, advocacy, and balance billing avoidance and support.

Payer Compass’s RBP program yields plan savings of ~40% and < 1% of claims escalating to a balance bill, overwhelmingly empowering Health Plans and the Self-Insured.

When offline, you can find Greg on the beach, on the links or on a boat cruising any body of water.

Brian Klepper, PhD is Principal of Worksite Health Advisors and a nationally prominent health care analyst and commentator. He writes and speaks extensively about the structural dynamics of the US health care cost crisis, primary care clinics, high performance health care and the management of full continuum clinical and financial risk.

Since 2008, David Lansky has led the Pacific Business Group on Health (PBGH), an association of fifty large employers and health care purchasers representing over 3 million Californians, including CalPERS, Wells Fargo, Intel, Safeway, Chevron, and the University of California. He served as Senior Director of the Health Program at the Markle Foundation (NY) from 2004 to 2008. His work there focused on accelerating the adoption of interoperable health information technology throughout U.S. health care, with a particular emphasis on ensuring that patients and consumers have access to and control over their information and can participate fully in the redesign of the health care system. A nationally-recognized expert in accountability, quality measurement and health IT, Lansky has served as a board member or advisor to numerous health care projects and programs, including the National Quality Forum, the Joint Commission on Accreditation of Healthcare Organizations, the National Patient Safety Foundation, the Leapfrog Group, the Medicare Beneficiary Education Advisory Panel, and the American Health Information Community (AHIC). He is now the purchaser representative on the federal HIT Policy Committee, its Meaningful Use Workgroup, and chairs its Nationwide Health Information Network Workgroup. He is also cochair of Cal eConnect, California’s state designated entity for governance of health information exchange. From 1995 to 2004, Lansky was the founding President of the Foundation for Accountability (FACCT), a public-private venture developing quality measures and web-based tools to help consumers and purchasers assess the value of health care services and providers. Before establishing FACCT, Lansky was a senior policy analyst for the Jackson Hole Group during the national health care reform debate of 1993-94. He led the Center for Outcomes Research and Education at Oregon-based Providence Health System from 1988 to 1993.

Lee Lewis runs Gallagher’s Innovation Lab practice, a mission-driven group devoted to improving the cost, quality and design of American healthcare. Lee advises several health startups working to solve meaningful healthcare problems.

The Innovation Lab has a track record of breakthroughs. It leads the effort to bring sophisticated health plan audits to private employers. It pioneered specialty drug direct purchasing without using a PBM. His team led a grassroots effort to identify all independent freestanding Emergency Rooms in Texas. The innovation lab developed the first HSA compliant model for back and joint pain prevention, and is piloting first-ever ultra-high value virtual networks in 2018 in two major U.S. cities.

His current and past clients include American Airlines, Comcast NBC Universal, Albertson’s Grocery Stores, Home Depot, Abbot Laboratories and dozens of other large and jumbo employers.

Lee is a Rhodes Scholar Nominee. He graduated Second in his Class, Magna cum Laude with University Honors in Accounting from Brigham Young University.

Dr. Josh D. Luke has more than ten years senior healthcare operations experience, including eight years as a hospital CEO. Most recently he is credited for designing Total Wellness Torrance (TWT Model), an innovative re-admission prevention protocol for Torrance Memorial Medical Center. TWT includes a unique Emergency Department triage system that quickly evaluate re-admit candidates to confirm compliance and utilization of previously offered post-acute transitional services, while seeking alternative levels of care for the patient to prevent un-necessary hospitalization.

Dr. Luke has experience in for-profit and not-for-profit hospitals, acute rehab hospitals, sub-acute, TCU, SNF and assisted living facilities. He previously served as CEO for Western Medical Center in Anaheim and HealthSouth Las Vegas Rehab Hospital, as well as an Executive Director for Kindred. He has Lean Six Sigma Black Belt training and is a Fellow with The American College of Healthcare Executives. He is an expert in dual eligible coverage (Medi/Medi) having served as Chair for Cal Optima's Provider Advisory Committee in 2011-2012, as an Executive Board Member for HASC in 2011 and is a licensed SNF and RCFE Administrator.

John Mackey, co-founder and CEO of Whole Foods Market, has led the natural and organic grocer to a $15.7 billion Fortune 500 company with more than 460 stores and 87,000 team members in three countries. The company has been included on Fortune magazine’s “100 Best Companies to Work For” list for 20 consecutive years.

While devoting his career to helping shoppers satisfy their lifestyle needs with quality natural and organic foods, Mackey has also focused on building a more conscious way of doing business. He was the visionary for Whole Planet Foundation to help end poverty in developing nations, the Local Producer Loan Program to help local food producers expand their businesses, the Global Animal Partnership’s rating scale for humane farm animal treatment, and the Health Starts Here initiative to promote health and wellness.

Mackey has been recognized as one of Fortune's "World's 50 Greatest Leaders," Ernst & Young’s “Entrepreneur of the Year Overall Winner for the United States,” Institutional Investor’s “Best CEO in America,” Barron’s “World’s Best CEO,” MarketWatch’s “CEO of the Year,” Fortune’s “Businessperson of the Year,” and Esquire’s “Most Inspiring CEO.”

A strong believer in free market principles, Mackey co-founded the Conscious Capitalism Movement (http://consciouscapitalism.org/) and co-authored a New York Times and Wall Street Journal best-selling book entitled “Conscious Capitalism: Liberating the Heroic Spirit of Business” (Harvard Business Review Press 2013) to boldly defend and reimagine capitalism, and encourage a way of doing business that is grounded in ethical consciousness. Mackey cut his pay to $1 in 2006 and continues to work for Whole Foods Market out of passion to see the business realize its potential for deeper purpose, for the joy of leading a great company and to answer the call to service that he feels in his heart.

Mackey is also the co-author of the new book, “The Whole Foods Diet” (Grand Central Life & Style 2017).

Paul Mackey has direct management, plan design, and third-party contract negotiation responsibility for Alliance Coal, LLC and Affiliates’ self-insured health and welfare plans, covering more than 11,500 participants and spending in excess of $70 million annually on health care. Mr. Mackey has similar responsibility for the company’s tax-qualified defined benefit pension and 401(k) retirement plans.

Paul has dedicated 23 years managing Alliance’s ERISA Benefits, Pension, 401k, Life, and of course, Health. He has focused his professional efforts for the last 19 years on designing an innovative health care strategy to improve the health of the Alliance Coal employees and their families, all while trying to manage the upwardly spiraling health cost trend. Mr. Mackey’s health plan leadership team includes an independent physician managing the treatment of Alliance only participants at 11 on-site primary care clinics employing over 30 (MD’s, NP’s, RN’s and support staff), and a dedicated physician led UR/pre-cert and care coordination team performing payment and case management functions for Alliance plan participants. This strategy has produced a negative cost trend for the past 4 years without shifting the cost burden to participants and without charging employees or dependents health plan premiums.

The Alliance PSSP participant statistics reveal impressive retirement readiness practices with a 401-K participation rate of 93% of eligible participants, an avg employee deferral rate of 8.6% of compensation and an employer deferral rate of 8% of compensation. Participants are actively engaged in planning for their retirement.

Paul received the Senior Professional Human Resources (SPHR) designation through the Society of Human Resources Management (SHRM). He served for several years on the Tulsa Area Human Resources Board of Directors and was a past Chairman of the Oklahoma Human Resources Conference.

Paul has worked for the Alliance Resource Partners, L.P, for 30 years in both the Government Affairs and Human Resources Departments and currently serves in the position of Vice President of Employee Health and Benefits. Alliance is a diversified producer and marketer of coal to major United States utilities and industrial users. Alliance, the nation's first publicly traded master limited partnership involved in the production and marketing of coal, is currently the third largest coal producer in the eastern United States with mining operations in the Illinois Basin, Northern Appalachian and Central Appalachian coal producing regions. Alliance operates eleven mining complexes in Illinois, Indiana, Kentucky, Maryland and West Virginia.

Molly Moore has spent the last 20 years in healthcare working for providers, payors, consultants, and digital health venture capital. She thrives on solving complex problems with pragmatic solutions and measurable results. Molly currently works as the Director of Health Plan Performance and Strategy at SEIU 775 Benefits Group (Benefits Group). A Taft-Hartley trust that supports the 50,000 Home Care Workers (HCAs) in Washington and Montana.

Home Care Aides are the caregivers of disabled, aging and ailing populations. The HCA workforce is one of the reasons seniors will be able to age in their homes for a third of the cost of a skilled nursing facility. The current Washington and Montana HCA workforce is made up on 85% women, 25% speak a primary language other than English, 46% are Obese, and 30% suffer from chronic pain.

Home Care needs are set to increase 50% by 2022 with the baby boomers aging into the “silver tsunami”. It’s hard to recruit and even harder to keep caregivers in the field as the job is physically demanding and HCAs earn a median of only $21,000 per year. In an effort to attract and retain a high-quality workforce, HCAs are offered education and hands on training, comprehensive healthcare coverage (Medical, Dental, Vision), and retirement accounts.

Molly helps the HCAs thrive by loving the unique healthcare problems by diving headlong into claims data, identifying opportunities and testing bleeding edge solutions. After having spent almost four years evaluating early stage companies for investment at Cambia Health Solutions- Direct Health Solutions (Now Echo Health Ventures) and helping run the Cambia Grove (a 9,000 sq ft health innovation hub in Seattle), Molly has a firm grasp on where the future of healthcare is headed (AI, Telemedicine, Consumer Centered Design) as well as where it has been and frankly still is-in many respects. If you want to really talk turkey - Molly is a former certified medical coder and keenly remembers filling out red CMS-1500 forms by hand. Molly is also a former roller derby skater and current roller derby coach for Rat City Rollergirls in Seattle.

As the Managing Director for Healthcare at Google, Ryan Olohan leads the teams responsible for developing and managing Google's relationships with pharmaceutical and consumer health companies. Ryan and his teams partner with the largest companies in the world to leverage Google's consumer platforms while connecting the vast health resources and innovation at Google in an effort to push the industry forward. His relentless push is why he was selected by MM&M; as a “Top 40 Healthcare Transformer of 2016” and PRWeek’s 2017 Top 50 Healthcare Influencer.

Before Healthcare, Ryan spent the first half of his 11 years at Google overseeing the CPG industry as the Head of Consumer Packaged Goods. Prior to Google, Ryan was a consultant for Hewitt Associates and a Vice President at Bank of NY Mellon before getting the itch to lead Business Development at two prominent startups. Outside of his day job, he is a frequent speaker at industry events and is a Board member for the Chopra Foundation, the Consumer Healthcare Products Association Foundation, and the Digital Health Coalition. He is also the founder of the Google Healthcare Advisory Board and the co-author of the widely acclaimed "Pharma 3D" (www.Pharma3D.com) in partnership with Google, McKinsey, and Wharton. When not at Google, Ryan "relaxes" at home in New Jersey with his wife and seven children.

Martin Otto is currently on the Board of Directors for the National Association of Chain Drug Stores (NACDS) and served as its Chairman from 2016-2017. In these roles, Mr. Otto works with the NACDS leadership to shape pharmacy industry policy and inspire NACDS’ members to embrace an increasingly larger set of responsibilities as health care providers, businesses and corporate citizens.

Known to his colleagues for his candid assessment and broad vision, Mr. Otto relies on his extensive experience and background to help advance pharmacy’s leadership position in the U.S. healthcare system. Mr. Otto currently serves as Chief Operating Officer of H-E-B, a $23 billion supermarket/pharmacy chain operating in Texas and Mexico. H-E-B is #13 on the 2016 Forbes list of America’s largest private companies and is among the more than 100 NACDS chain member companies, comprised of traditional drug stores, supermarkets and mass merchants with pharmacies.

Mr. Otto is a strong believer in the potential for collaborating at the national and local level to design healthcare solutions by confronting an array of socio-economic challenges. With 40,000 chain pharmacies industry-wide, employing 178,000 pharmacists who interact with these concerns on a daily basis, Mr. Otto sees pharmacy care as a key health care element.

In his 26 years with H-E-B, Mr. Otto has held numerous leadership roles in merchandising, store operations and finance, serving most recently as Chief Merchant and Chief Financial Officer, and serving earlier in his career in a variety of store management roles. He continues to mentor H-E-B’s key leaders, contributing his in-depth knowledge to assessing opportunities across the company’s operations.v

Mr. Otto's past professional experience also includes real estate investment banking and public accounting. He is a graduate of the University of Virginia and Harvard Business School.

Dr. Thomas E. Price, an Orthopedic surgeon, most recently served as the 23rd Secretary of Health and Human Services (HHS). He brought to the Department a lifetime of service and a dedication to advancing the quality of health care in America – both as a physician and policymaker. Dr. Price is excited about opportunities to use his vast experience and unique expertise in healthcare and public policy to help actively shape improvements in technology and throughout the financing and delivery systems.

His first calling was to care for patients. Dr. Price received his Bachelor and Doctor of Medicine degrees from the University of Michigan and completed his General Surgery Internship and Orthopedic Surgery Residency at Emory University. After his training, Dr. Price – a third generation physician following in the footsteps of his father and grandfather – began a solo medical practice in Atlanta, Georgia, which would eventually grow to be one of the largest, non-academic orthopedic practices in the country, which he led as Chairman of the Board. During his 20+ years as a practicing physician, he also served as Medical Director of the Orthopedic Clinic at Grady Memorial Hospital as well as an Assistant Professor at Emory University School of Medicine.

As with many physicians and health care providers, Dr. Price’s experience caring for patients gave him a unique perspective about the impact of public policy on the practice of medicine. Eager to broaden the impact he could have on improving access to quality health care, Dr. Price ran for public office and was elected to four terms in the Georgia State Senate – during which time he was chosen by his colleagues to serve as Senate Minority Whip and later as the first Republican Senate Majority Leader in the history of Georgia.

Dr. Price also served as the U.S. Representative for Georgia’s 6th Congressional District from northern suburban Atlanta. He held this office from 2005-2017 and earned a reputation amongst his colleagues for being a tireless problem solver and the go-to expert on health care matters. During his congressional career, Dr. Price served in various leadership roles including Chairman of the House Budget Committee, Chairman of the House Republican Policy Committee and Chairman of the Republican Study Committee.

Committed to promoting positive solutions under principled leadership, Dr. Price remains a fierce advocate for a patient-centered health care system that adheres to six key principles: affordability, accessibility, quality, choices, innovation, and responsiveness.

Dr. Price and his wife, Betty, have lived in the Metro-Atlanta area for nearly 40 years. They have one adult son.

Sarah has over 15 years of international experience in benefits, compensation, internal communication, and change management.

Currently she is accountable for Total Rewards and Customer Care within KinderCare Education, a provider of early childcare education with 30,000 employees across the United States. Previously, she was accountable for Eddie Bauer’s Benefits, Compensation, Employee Communication, and Recognition Programs across the US, Canada, and Hong Kong.

Through managing the balance of fiscal accountability and employee engagement, Sarah has a proven track record of increasing appreciation for Total Rewards in her organizations while driving down erroneous spend. During her tenure at KinderCare Education, Sarah’s innovative work in cost containment has helped the company out-perform the industry average on benefits cost mitigation, and her creativity in building a meaningful total rewards package has enabled the company to stand out as a total rewards leader in the Early Childhood Education industry.

At Eddie Bauer, the work Sarah and her team accomplished helped to secure the company's spot at number 19 on Outside Magazine's "top 50 places to work" list.

Sarah is a Board Member of a Portland based not-for-profit, Start Making A Reader Today (S.M.A.R.T). The group is committed to helping children develop a love of books and reading through one-on-one attention. A passionate supporter of people, Sarah is also the author of a regular blog (www.sarahredgrave.com) dedicated to supporting people from all backgrounds succeed in navigating their careers.

Harris Rosen is the President & COO of Rosen Hotels & Resorts, the largest independently owned hotel chain in Florida.

After spending the early years of his career working for other major hotel groups, including Walt Disney World, Rosen purchased his first hotel in 1974. Since then, he has added six hotels to his portfolio, for a total of four leisure hotels and three convention properties. Combined, Rosen Hotels & Resorts comprise more than 6,300 guest rooms, approximately six percent of Orlando’s total hotel inventory.

Rosen is a charter member of the UCF Board of Trustees. In 2000 he donated a 20-acre site and approximately $10 million to the University of Central Florida to build the Rosen College of Hospitality Management. He also provided a $5 million scholarship endowment for UCF.

As well as Rosen’s commitment to UCF, he spearheaded the multi-million dollar Tangelo Park Program, which has provided more than 200 high school seniors with full college scholarships over the past 20 years. The program also provides a free preschool education for all 2-, 3- and 4-year-olds in the Tangelo Park neighborhood, a disadvantaged neighborhood in Central Florida, as well as parenting classes. In 2005, Oprah Winfrey presented Rosen with the President’s Award from the US Dream Academy at an event in Washington, D.C. for his work with this program.

In 2004, Rosen served as the Honorary Co-Chair of the Bethune-Cookman College Statue Project with the late Dr. Dorothy Height, President Emeriti of the National Council of Negro Women. The project raised funds to erect a monument to honor the legendary educator on the campus she founded which is Bethune-Cookman College, Daytona Beach, Fla.

Rosen is also a member of the Cornell Society of Hotelmen and the Waldorf Astoria Distinguished Alumni Association and is the past President of Visit Orlando. He is an honorary Tuskegee Airmen and holds an honorary Black MBA from the National Black MBA Association. He serves on the boards of numerous not-for-profit organizations throughout Florida including the Boys & Girls Club, the Boggy Creek Gang and the YMCA Aquatic Center.

Among numerous accolades, Rosen was named by the Orlando Sentinel “2011 Central Floridian of the Year” and “2011 Cornell Entrepreneur of the Year ” by his alma mater. He was inducted into Visit Florida’s Tourism Hall of Fame in 2010. He has received Sustainable Florida’s Legacy Award for his contributions not only for his environmental efforts, but for his contributions to the local community and has been named an Orlando Business Journal “Healthcare Hero” and featured on national media outlets for his innovative healthcare program.

Rosen has four children that live in Orlando: Jack (24), Joshua (22), Adam (21) and Shayna (19).

Adam V. Russo, Esq. is the Co-Founder and Chief Executive Officer of The Phia Group LLC; an experienced provider of health care cost containment techniques offering comprehensive claims recovery, plan document and consulting services designed to control health care costs and protect plan assets. The Phia Group’s overall mission is to reduce the cost of plans through its recovery strategies, innovative technologies, legal expertise, and focused, flexible customer service.

Attorney Russo is also the founder and managing partner of The Law Offices of Russo & Minchoff, a full-service law firm with offices in Boston and Braintree, MA. Attorney Russo’s practice is devoted to representing employers, plan fiduciaries, third-party administrators and carriers in employment and employee benefits matters throughout the United States. He is a frequent speaker and author on health care and employee benefits topics at webinars, conferences and seminars across the country.

Attorney Russo obtained a Juris Doctorate degree from Suffolk University Law School and a Masters Degree in Finance from the Frank Sawyer School of Management at Suffolk University in Boston, Massachusetts. He also acquired an undergraduate degree from Suffolk University, where he double majored in Political Science and Public Relations. He was recognized by Suffolk University with the 2005 Outstanding Alumni Achievement Award.

Attorney is on the Self-Insurance Institute of America, Inc. (SIIA) Board of Directors, the Board of the Massachusetts Association of Health Underwriters (MAHU), and the Board of Directors at JFS of Metro-West, a non-profit agency that provides social services, elder care, adoption services, and domestic violence assistance. Attorney Russo is admitted to the Massachusetts Bar, the U.S. Court of Appeals for the First Circuit and the Supreme Court of the United States.

Adam and his wife Kelly have four wonderful children named Soli, Maeve, Samuel and Shae. In addition to spending his spare time with his family and friends, Adam enjoys watching his beloved Cleveland Indians baseball team.

Dr. G. Keith Smith is a board certified anesthesiologist in private practice since 1990. In 1997, he co-founded The Surgery Center of Oklahoma, an outpatient surgery center in Oklahoma City, Oklahoma, owned by over 90 of the top physicians and surgeons in central Oklahoma. Dr. Smith serves as the medical director, CEO and managing partner while maintaining an active anesthesia practice.

In 2009, Dr. Smith launched a website displaying all-inclusive pricing for various surgical procedures, a move that has gained him and the facility, national and even international attention. Many Canadians and uninsured Americans have been treated at his facility, taking advantage of the low and transparent pricing available. His most recent effort is the launch of the Free Market Medical Association which provides a platform where those seeking to obtain high quality and affordable health care can find free market-minded providers, both physicians and facilities.

Operation of this free market medical practice, the standard for all who have embraced this practice approach, has gained the endorsement of policymakers and legislators nationally. More and more self-funded insurance plans are taking advantage of Dr. Smith’s pricing model resulting in significant savings to their employee health plans. His hope is for as many facilities as possible to adopt a transparent pricing model, a move he believes will lower costs and improve quality of care for all.

He has made appearances on the John Stossel Show, CNBC, Huffington Post, The O’Reilly Factor, Capital Account, The Ron Paul Channel, NBC Nightly News and has been featured by Reason Magazine’s TV division. The New York Times, Time Magazine, ABC news, Forbes and many others have written articles featuring Dr. Smith’s revolutionary approach to the pricing of health care and uncompromising free market principles.

RE Sutton & Associates, a division of Brown & Brown of Indiana, LLC

As an independent broker/consultant, Richard works with a variety of small and large employers and specializes in working with school systems, libraries and other public employers. Richard is a graduate of Ball State University where he majored in Public Relations and Political Science. While at Ball State, Richard was active as President of his Fraternity and President of the Student Center Governing Board.

Prior to founding RE Sutton & Associates, LLC in July, 2001, Richard was a partner at the firm of D.B. Englehart & Associates. Before his consultant work, Richard worked ten years at Blue Cross/Blue Shield and The Acordia Companies, where he received numerous awards for new sales and service to existing clients.

RE Sutton & Associates was named as one of the Top 25 Largest Indianapolis-Area Independent Insurance Agencies/Brokerage firms by the Indianapolis Business Journal for five years. In 2008, RE Sutton & Associates merged with Brown & Brown of Indiana creating the Largest Indianapolis-Area Independent Insurance Agency in the Indianapolis area and the firm has remained at the top of that list.

Richard contributed to a book series “Inside the Minds: Employee Benefit Best Practices”. The book, written by leading executives across the country, is an authoritative perspective on key strategies for offering secure, affordable coverage, while continuing to attract, retain and award employees. Richard’s chapter is entitled: “A Transparent Effort for Servicing Clients in the Employee Benefits Industry.

Richard is a graduate of Leadership Hendricks County. Through that program he was instrumental in instituting the Summer Lunch Bunch for Kids in Brownsburg. This program brings lunch, activities and entertainment to the children of Brownsburg during the summer months. Richard serves on the advisory board for several insurance and health related corporations.

Richard was included in the 2011 Indianapolis Business Journal list “Who’s Who in Health Care and Benefits.” This list includes administrators, benefits experts, insurance executives, and doctors doing groundbreaking work, attorneys, CPAs and policymakers.