Pre-Conference Morning Workshops

Sunday, April 29, 2018 • 9:00 AM- 12:00 PM

There will be a 30-minute networking break from 10:45 am – 11:15 am

Morning Workshop I: The Promise of High-Performance Health Care

A crop of new health care companies delivers predictably better health outcomes at lower cost than conventional approaches in high value niches of clinical, financial, and administrative risk. Purchasers using a combination of these firms can reasonably expect (often, with guarantees) a 20% reduction in spending in Year 1 and a 40% reduction by Year 3.

This workshop brings together purchasers, benefits advisers, and solutions providers to discuss the dynamics, barriers, and potential within this sector. Topics will include:

  • Identification and vetting of high-performance
  • Scalability and financial guarantees of performance as litmus test issues
  • Why the legacy health care sector has been so resistant to high-performance service offerings
  • Why these high-performance organizations will find one another and come together
  • How "making an offer an employer can't refuse" is the way forward

Workshop Leaders:

Lee Lewis
Area Vice President and Managing Director, Innovation Lab Practice
Arthur J. Gallagher

Scott Haas
Senior Vice President
USI Insurance Services

Edward Smith
Executive Vice President
Hutchinson Traylor

Fred Goldstein
Accountable Health, LLC

Eric Haberichter
Co-Founder and Chief Executive Officer
Access HealthNet

James Millaway
Chief Executive Officer
The Zero Card

Angela Mitchell
US Health Care Delivery Service Program Manager, Global Health and Wellness

Tom Stoeckle
Director, Compensation and Benefits
Seattle Children’s Hospital

Barry Cross
Director, Corporate Business Services, Personnel

Morning Workshop II: Take Control of Your PBM Contracting

Attend this workshop and learn the ABC's of the drug contracting process, starting with the manufacturer. Learn how discounts, formularies, and rebates work and take control of your drug spend. Leverage strategies used by the pharma supply chain in your favor rather than the other way around.

  • Learn how pharma brings drugs to market
  • Identify specialty drugs which are the new 'brand'
  • Understand drugs trials and how that data is used today in decision making
  • Gain insight on orphan drugs
  • Examine how organizations like NCCN create guidelines that become practice
  • Find answers to the following questions and more:
    • How can you take control of your contracting process?
    • What can you do differently to bend the cost curve?
    • What does the next generation of outcome-focused contracting look like?

Workshop Leader:

Morning Workshop III: High-Performance Risk Management Platforms

Individual health care risk management programs will inevitably give way to "platforms" that integrate a range of solutions to high value cost drivers and barriers to quality. This advanced session will explore the cumulative quality and cost impacts available when high performance solutions are brought to bear under a single organizational or contractual umbrella.

The first half of this workshop will describe the challenges and results of a collaborative management effort by an on-site clinic company, and a musculoskeletal disorder management company, across several sites. The project relies on advanced analytics, worksite primary care, musculoskeletal management, and other capabilities, and provides a glimpse of the efficiencies and effectiveness readily available to employers willing to genuinely think outside the box. In the second half of the workshop, Adam Russo from The Phia Group, focused on efficient employer health plan management, will detail how to control health plan costs and protect plan assets through:

  • Comprehensive cost containment consulting services
  • Legal expertise
  • Plan document drafting
  • Subrogation and overpayment recovery
  • Reference-based re-pricing
  • Claim negotiation
  • Plan defense

Workshop Leaders:

Mary Delaney
Managing Director
Vital Incite

Pre-Conference Afternoon Workshops

Sunday, April 29, 2018 • 12:30 PM- 3:30 PM

There will be a 15-minute networking and refreshment break from 2:00 PM - 2:15 PM

A: Leadership MasterClass: Launch, Lead, and Realize Value from Change Initiatives

*Space is limited. This workshop ends at 4 pm.

This case-based MasterClass explores the drama and trauma of daily management, including resistance to change. Discuss critical success factors that transform professionals into more effective leaders, who in turn distinguish their organizations as industry frontrunners. Understand pre-conditions for higher productivity and performance – more speed and lower cost – based on theory and practical examples. A unique highlight of the workshop is a case discussion about healthier leadership and our responsibilities to ourselves, to others, and to our change initiatives.

  • Engage in a provocative case discussion that challenges participants’ decision-making process
  • Explore several enablers that transform individuals into leaders who create a unique and adaptable competitive advantage
  • Understand the tie-in between these pre-conditions for change and the ability to successfully launch, lead, and realize value from change initiatives.

This live activity is eligible for 3.0 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity and 3.0 contact hours through the Florida Board of Nursing, Provider # 50-94.


B: Health System Sustainability - Create Pioneering Innovation Opportunities

This workshop explores new models of collaboration that address health system sustainability. Across the world, states and cities face huge health and social care challenges in an environment of increased patient expectations and economic challenges. Solutions require concerted action, imaginative policies, and innovative partnerships harnessing academic, industry, government, health, and social care resources to discover, develop, and deliver accelerated health care innovation. In this workshop, attendees explore, debate, and discuss optimal models of collaboration.

In this Workshop:

  1. Hear innovative health system and industry perspective
    1. Development of a health innovation district in Greater Manchester, the first fully devolved and integrated health and social care system in the UK
    2. Progress and lessons-learned in forging new strategies and partnerships to tackle local and global challenges of financial sustainability
  2. Industry case study
  3. Open discussion and debate of optimal models of collaboration


C. Employer-led Direct Contracting: High-Value Care at Lower Cost

This workshop showcases five high-performance health care organizations that excel in clinical, financial, and administrative risk management. Learn how these organizations deliver improved health outcomes while curbing costs. Examine direct contracting models that are scalable, significantly reducing financial burden while optimizing care delivery.

  • Discuss an approach to allergy management that provides effective, disease-modifying care at half the cost of conventional methods
  • Gain strategies to use a primary care platform to manage downstream risk, drive appropriate care, and more importantly, disrupt inappropriate care
  • Explore a pharmacy benefit management approach that is transparent and delivers 15%-25% below typical PBM cost
  • Assess a claims review process that typically recovers 5%-10% of total health care spend
  • Learn how outpatient surgery centers provide transparent pricing at a fraction of typical cost, and shake up the market in the process


Danny Toth
Timber Ridge Consultants

D. Break Through the Status Quo: Become a Next Generation Benefits Firm

Status quo employee benefits agencies produce status quo results: “less bad” annual premium increases. It is time for advisers to start delivering real bottom-line results to employers: lower health care costs with better benefits. Leading benefits advisers are putting their compensation at risk to guarantee bottom-line results and are working with the C-Suite to manage the health care supply chain and lower health care costs.

In this workshop discover proven strategies from Nelson Griswold, the industry’s top innovation consultant, and some of these next gen benefits advisers who are revolutionizing the benefits industry:

  • Learn the three steps to transform into a next-generation benefits firm
  • Discover the success secrets of three Employee Benefit Advisers of the Year who have become next-generation benefits advisers
  • Hear directly from an adviser who in a single year doubled his firm’s revenue organically to $5 Million; another who won 15 straight letters of record for mid-market groups; and one from a small agency who took a 3,000-life group from a Top-3 national broker
  • Discuss proven strategy and lessons-learned:
    • Why taking fees instead of commission is so critical with the C-Suite
    • How to have the conversation with your client about moving to fees
    • Moving to performance-based compensation: How does it work?
    • How to get access to the CEO/CFO and how to speak to them in the language of the C-Suite
    • The two strategies that can take business from almost any Status Quo broker
    • Why self-funding is necessary to lower the cost of health care
    • The two often-fatal mistakes brokers make with self-funding
    • Why “managing the health care supply chain” changes everything in employee benefits
    • What is “supply chain management” and how do you make it work?
    • Five key cost-containment strategies that are guaranteed to lower costs


E: Mitigate Social Determinants of Health: Explore Active Industry-Community Efforts and Results

  • Explore a data-driven approach to community health
    • Case study of how a 10-hospital health system and community partners are improving outcomes
      • Discuss the groundwork for a successful partnership
      • Connect individuals with additional means to access both clinical and non-clinical services
    • Understand how the partnership uses a population health approach and leverages data pre- and post-service
      • Use data to understand ROI
      • Develop a long-term follow up program via data
    • Discuss critical data points to collect including common metrics and changes in self-efficacy
      • How do changes indicate the value of the program?
  • Reframing Change: Connecting Systems and Organizational Level Change to Person Centered Holistic Practice
    • Discuss a state government’s approach to incorporating Social Determinants of Health
    • Connect Social Determinants of Health to a framework for organizational and practice change
    • Understand key principles of the Charting the LifeCourse framework and how they can be applied to change efforts
    • Explore how the framework is being used to blend population health and individual health


F: Getting to the Real Bottom Line – Measuring Wellness Program Results

Wonder whether your wellness program delivers savings and results? Want to make sure you are choosing programs with the highest impact and best savings? In this workshop, find answers to the above questions and walk away with:

  • Useful, practical tools to discern high-value from hype
  • Scientific methods to assess a vendor’s ROI promises
  • Confidence to make great choices for your wellness programs

Understand population health metrics, how measures work, and the role of measure stewards. Learn from case studies, engage in small group discussions, and gain strategies to maximize savings.

This activity, has been approved for 2.75 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at


G: IMTJ Masterclass: Medical Travel – Opportunities for Employers, Funders and Providers

With the global health care market expanding, and health care consuming a growing proportion of the GDP in most countries, discussions about health care are consuming a larger share of popular attention and media coverage. Those responsible for paying for health care, managing its delivery and determining policies to assure quality and outcomes have been caught up in these debates, discussions and public arguments.

Politics and rhetoric aside, there is much that countries, jurisdictions, providers and regions can learn from each other about how best to manage the transition from volume-based, fee-for-service care to value-based health care. Consumers traveling for medical services from one location to another – “medical travelers” – may be paving the way for an international exchange of ideas that will ultimately benefit insurance companies, intermediaries managing care, providers delivering care and governments overseeing health care. The markets have moved faster than the legacy systems which are responsible for funding, managing and delivering healthcare.

This Masterclass provides insights into these topics: Hosted by:

  • Medical travel and tourism market review
  • Employer funded medical travel
  • U.S.providers and medical travel
  • Legal issues: Liability and jurisdiction
  • Marketing medical travel

H. Health Innovation Startup Pitch Competition

Connect with leading digital health startups that have promising innovations that is expected to have a big impact on the industry at large. Our pitch session consists of 25 vetted startups with traction who deliver pitches to a panel of diverse investors.

Hosted By: