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2017 Executive Forum Schedule


 Schedule at a Glance as of 2/1/17

speakers and topics subject to change

Wednesday, February 8th, 2017

12:00pm - 5:00pm                   Registration & Networking with Sponsors 


5:30pm - 7:00pm                     Welcome Reception


Thursday, February 9th, 2017

8:00 AM - 8:30 PM                   Breakfast & Networking


8:30 AM - 9:00 AM                   Welcome and Opening Remarks


9:00 AM – 10:30 AM            “Art, Assassination, and America: How Transparency                                               Disrupts an Industry and Changes a Nation”

 During the 2008 financial crisis, “too big to fail” became a familiar phrase in the US financial system.  Now the US health-care system is heading down the same path with record numbers of hospital mergers and acquisitions, let alone the looming BUCA ones.  Dr. Makary will describe the trends and disruptors changing health care.  New payment models and radical ways of measuring value for the first time are game-changers to prepare for.  His speech will describe the heritage of health insurance and the players looking to change its interface with patients and hospitals.

Presented by:  Martin A. Makary MD, MPH




10:30am - 10:50am            Break


10:50am - 11:50am            "Health Care Marketing in 140 Characters"

How do you make Millennials care about something as un-sexy as healthcare benefits? Short answer: MUCH DIFFERENTLY than with Baby Boomers. 

Let a group of healthcare savvy Ocozzio Millennials teach you how to communicate through the mediums Millennials use. We will show you how to address the topics that will get their attention. Learn how to make them care about the services your company provides in a manner that is all about “them”. 


Presented by: Russ Krueger, John Scott, Taylor Guido and Zach Swenson of Ocozzio, Inc.

11:50am - Noon                      Announcement: Emerging Leaders Group


Noon - 1:30pm                       Lunch - "Navigating from Mount Nebo - Stories from the Weeds                                              on the ACA and Repeal and Replace"

Since its enactment, the Patient Protection and Affordable Care Act (aka PPACA aka ACA aka ObamaCare) has been a proverbial thorn in the side for conservative policymakers at the federal and state levels. As the law steadily rolled out over the course of the past six years, its impact was felt high and low - premiums soared, choice was curtailed, and access to care was diminished. Then November 8, 2016 happened. Suddenly, the narrative, and the possibilities, turned 180 degrees overnight. But where do we go from here, and what can we expect from the new Administration, Congressional Leaders, and state policymakers? Is there truly a "Promised Land" in health care? Hear from a self-described policy nerd currently working to navigate the maze of spaghetti called Repeal and Replace.


Presented by: Sal Nuzzo, The James Madison Institute


1:30pm - 1:35pm                    Emcee Introduction of Afternoon Sessions


1:35pm - 2:35pm                     "How Will Millennials Disrupt Customer Engagement?" 


What is the single largest force disrupting customer engagement?  Millennials!  They’re empowered, connected, and leading the charge for change!  Millennials have the technology and they aren’t afraid to use it!  Millennials don’t buy their father’s products and services.  And, they don’t shop like their mother.  Service providers hoping to engage millennials need to understand what they want, how they think and what motivates them to buy.

Presented by:  Lynn Kesterson-Townes, IBM

2:35pm - 3:35pm                     "Health Psych: Brain Hacks, Opioid Epidemic, Behavioral                                                        Economics and Predatory Treatment Facilities"

The opioid epidemic has spread throughout the country. It has led to a significant rise in heroin addiction on the streets as prescription drugs are becoming harder to get. With the ACA allowing children up to the age of 26 to still be on their parents’ insurance, a revolving door in drug treatment and relapse is occurring with no patient consequences. In other areas of healthcare, patients with a certain eye disease will go blind if they don’t take their medication. Yet 60% of them do not! What is the psychology behind this? Costs of most chronic illnesses are 50% higher if there is an undiagnosed depression. Who would not be depressed to start with? Yet, we are not treating the depression adequately. Tens of thousands of dollars are spent on medications each month for some patients and they don’t take them, why? What are the psychological factors involved? Predatory facilities in drug/alcohol treatment are charging up to $4,000.00 per UA when they should cost less than $40.00. What are the behavioral economics and case management tactics that can effectively turn this tide of exploitation of out of network benefits? On-site medical clinics integrating with behavioral health services are cutting edge. What works/what are the challenges? This session presents a number of integrated behavioral healthcare strategies for managing health and costs.


Presented by:   Robert Mines, PhD, CEO & Psychologist, Mines & Associates 




3:35pm - 3:50pm                     Break


3:50pm - 4:50pm                    “Held Captive – The Benefits Extend Beyond Risk                                                                      Management”

Can the use of a Captive improve a Health Plan? The answer is YES!  A Captive can improve your control and enhance the outcome of the client’s Health Program, while fitting within the TPA’s framework. Even level-funded plans using a self-funded platform may be missing opportunity to benefit from this financing alternative.   This session will discuss the value of a captive in cost reduction, asset accumulation, and an improved stop loss solution for your clients. Come learn the basics of captive structure, risk attachment, underwriting and benefits to the TPA.  Additionally, a successful captive program can differentiate your organization from the competition and may result in multiple sales at one time.


Presented by:  Mike Meloch – TPAC Underwriters, Park Eddy - Active Captive and Kevin Larson - EBMS


4:50pm - 5:00pm                  Announcement of a New HCAA Committee

Healthcare Transition Committee- The ACA to Trump


Speaker: Tim Callender, Committee Chair and Board Member


5:00pm - 5:05pm                    Emcee Wrap-up and Notices


5:05pm - 5:30pm                    Attendee Free Time


5:30pm - 7:00pm                    Second Night Reception


Friday, February 10th, 2017

8:00am - 8:30am                     Breakfast & Networking


8:30am - 8:40am                     Emcee Welcome, Notices & Introductions


8:40am - 9:40am                    “Now that the Dust Has Settled – The Political Landscape                                                        in Washington”

 The 2016 cycle will be described in history books as one of the most unpredictable and consequential elections in memory. From Donald Trump's unexpected triumph in the Republican primary, to Hillary Clinton's difficulty in securing the Democratic nomination -- very little has unfolded as expected. It's been the year of the outsider, a "change" election. But if current polls are to be believed, it may well end with the election of an insider who has campaigned largely on maintaining the status quo. And so much is at stake -- the White House, control of Congress and, with the passing of Justice Antonin Scalia, the Supreme Court, too. What might we expect from a President Hillary Clinton? Or a President Donald Trump? What will the makeup of the new Congress tell us about policy in the new administration? And after a year of political upheaval inside both major political parties what is the future for Republicans and Democrats? Hayes answers these questions with the detailed knowledge of a political scientist and the on-the-trail experience of a veteran campaign reporter. His presentation provides an up-to-the-minute report on the issues and players of our political system.


Presented by:  Stephen Hayes, Senior Writer for The Weekly Standard and Fox News Contributor



9:40am - 10:00am                     Break



10:00am - 10:50am                   "How to Leverage the Intersection of Financial and                                                                  Clinical Data"

 TPAs are no stranger to financial claims data. Now that clinical data–such as labs and vitals–are available, how will you take advantage?  This session will focus on how to use new data sets to impact customer claims cost, maximize benefit plan design, and optimize population health initiatives. This session will dive deep into which data matters and how to use it effectively.  


Presented by:  Rod Reasen, Springbuk Analytics




10:55am - 11:50am                     "The Impacts of Value Based Care Market Transitions on                                                          TPA Service Offerings"

The ACA has created a number of challenges to the management and cost of care in the traditional self- funded market.  As administrators we are now facing new frontiers created by Value Based Care and integrated delivery models.  Third Party Administrators are equipped to assist payer based models in population management along with access to non-contracted capabilities and services.  This session will provide insights into the Third Party Administrators role as innovators in the evolving payer models.   


Presented by:  Jim Giordano - Managed Transitions, and Bruce Butler - Santa Clara Valley Health Plan



11:50am - 12:00pm                      Closing Remarks and Wrap Up                     





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