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2017 TPA Summit Speakers


 Speakers as of 4/28/17

speakers and topics subject to change


2017 TPA Summit - Conference Emcee

Tim Callender - VP Sales & Marketing, The Phia Group, LLC

Tim serves as the Vice President of Sales and Marketing for The Phia Group, LLC, headquartered out of Braintree, Massachusetts. Prior to his current role, Tim served as a Staff Attorney and Lead PACE Counsel for The Phia Group. 

Before joining The Phia Group in 2015, Tim spent years functioning as in-house legal counsel for a third party administrator. Tim is well-versed in complex appeals, direct provider negotiations, plan document interpretation, stop-loss conflict resolution, keeping abreast of regulatory demands, vendor contract disputes, and many other issues unique to the self-funded industry.

Tim has spoken on a variety of industry topics at respected venues such as the Society of Professional Benefit Administrators (“SPBA”) and the Health Care Administrator’s Association (“HCAA”). Tim currently sits on the Board of Directors for HCAA as well. Prior to his time as a TPA’s in-house counsel, Tim spent many years in private practice, successfully litigating many cases through full adjudication or to resolution through mediation or arbitration. 

Tim holds a leadership role with The Phia Group’s executive leadership team while continuing to assist on many general consulting and industry projects. Tim also employs his experience to focus on the development of new services and the enrichment of The Phia Group’s existing services.

Tim works out of The Phia Group’s newest office, in Boise, Idaho.


Monday, July 17th, 2017

1:45 PM - 3:15 PM: Keynote  

If You Don't Like Change - You Are Going to Hate Extinction

Presented by: Robert Stevenson

Robert Stevenson is an expert at building a high-performance culture, improving efficiency, and accelerating growth. He is one of the most widely sought after speakers in the world today, as well as a best-selling author. He has owned five companies, sold internationally in over 20 countries, along with holding positions from Salesman to Chief Executive Officer.    

Robert has spoken to over 2,500 companies throughout the world and his research in the area of corporate and entrepreneurial success is extensive. Over 2 million people have benefitted from his powerful, practical, compelling and thought-provoking programs. He has interviewed over 10,000 employees, managers, and senior executives in over 250 industries. He calls upon his knowledge of what he has learned from some of the most innovative, resourceful, and powerful companies in the world, along with what he learned running his own companies and shares this wisdom with his audiences. He is a true master at blending facts, inspiration, conviction, and humor into all his programs.

His lectures are designed to prepare companies for the 21st century. With a powerful blend of experience, research, case studies, and competitor perspectives, Robert’s original insights help organizations, business leaders, and associates understand how to unleash their future potential. With over 30 years of extensive corporate and entrepreneurial experience, he teaches companies and people how to deal with risk, competition, and the ever-changing business environment.

Mr. Stevenson’s client list reads like a Who’s Who in business. Companies like FedEx, Prudential, Lockheed Martin, Carrier, Anheuser-Busch, Chevron, American Express, and Berkshire Hathaway continue to rely on him for a fresh, unique perspective on businesses’ most crucial issues.


3:30 PM - 4:30 PM: Session 

A Better - Er, Kinda the Same- Way: Developments and Opportunities in the New, Slightly-Changed World

Presented by: Josh Sears, Esq. - The Murray Group

Josh Sears grew up wanting to teach high school English, but ended up at law school.  There, he was nearly – but not quite cured of a desire to translate unnecessarily complex issues into words that real people use, and ideas they can act on. Today, Josh puts that desire to work helping clients of Helbling Benefits Consulting run their railroad with a clear understanding of the legal issues facing them. 

After cutting his teeth in the courtroom with a law firm, Josh moved in-house for a health-insurance payer and HR consulting firm, and then to a not-for-profit health technology company.  He returned to law-firm life by opening his own shop focused on benefits and employment law, before joining the team at Helbling Benefits Consulting as General Counsel and Benefits Consultant. 

Joshs expertise includes ERISA, COBRA, HIPAA, the Affordable Care Act, and employment law. Josh’s enthusiasm for making the law accessible has made him a popular speaker for Helbling clients, as well as industry groups, local, state, and federal government agencies, and community organizations across the country on a variety of employee benefit and human resource topics.  Josh provides clients of Helbling Benefits Consulting information reflecting the very latest in strategy, efficiency, and compliance.

Josh is licensed to practice law in Idaho, and has a license to sell health and life insurance products.  He received his JD from the University of Idaho.  He holds a BA in English from The College of Idaho. Josh lives in Boise with his wife, Jill, and their daughters, Josie and Norah. Josh and his family enjoy camping, skiing, rafting, hunting, fishing, and otherwise traipsing around Idahos great outdoors with their disturbingly adorable golden retriever, Winston.


Tuesday, July 18th, 2017

8:45 AM - 10:15 AM: Keynote

Being Focus-Wise in the Age of Distraction

Presented by: Curt Steinhorst

Curt Steinhorst is on a mission to help today’s workforce win the battle against digital distractions. Having spent years studying the impact of tech on human behavior, he now equips professionals across the world to work smarter and stronger in this constantly-connected age. As a leading voice on strategic communications in the age of distraction and a certified speaker at the Center for Generational Kinetics, Curt speaks on average more than 90 times a year.

He has spoken to prestigious audiences across the globe that include Nationwide, McDonalds, Wells Fargo, Wyndham Hotels, J.P. Morgan, Marriott, General Motors, Raytheon, United States Naval Academy, Aspen Ski Company, Million Dollar Roundtable, and Young Presidents’ Organization.

As a business owner, entrepreneur, and founder of FocusWise, Curt sees how lack of focus impacts today’s workplace and its leaders. Curt’s fascination with distraction is not simply professional. Diagnosed with ADD as a child, he’s worked tirelessly to overcome the unique distractions that today’s technology creates. As a father, Curt understands how profoundly digital connectivity is transforming people of every age.

Discovering a rare gift for capturing the attention of large audiences at an early age, Curt was elected President of his 10,000 member class at Texas A&M University, where he graduated Magna Cum Laude. His personal experiences serving as a speaking

coach and speech writer for top performers, from executives, TV personalities, and TED Talk presenters, to NFL hall of famers, Olympic gold medalists, and the Heisman Trophy winner, make him a powerful and entertaining communicator. Curt is the founder of a communications consultancy called Promentum Group, which is still in existence today. He is currently working on his first book.

*Curt’s speeches on the topics of generations and Millennials occur on behalf of the Center for Generational Kinetics. The Center studies generational trends to convert them into breakthrough business opportunities. The organization and its founder, Jason Dorsey, has been featured on 20/20, the Today Show, 60 Minutes, and the View. Curt’s personal experiences leading Gen Y and his direct work with business leaders and top performers make him a powerful voice for and to the emerging workforce

10:30 AM - 12:00 PM: Path Break-Out Sessions 

Marketing / Sales Path: The PPO Spaghetti Western - The Good, The Bad, and The Ugly

Presented by:  Kara Dornig - First Health and Cofinity; Greg Everett - Payer Compass, LLC; and Ryan Johnson - CIGNA Payer Solutions. Moderated by Ed Jacobson - Entrust, Inc.

Kara Dornig - First Health and Cofinity

Kara Dornig joined First Health in 2011, bringing with her over 20 years of leadership experience in the healthcare industry. As Vice President of Business Development for First Health and Cofinity, Kara is dedicated to the growth of First Health/Cofinity and committed to providing valuable and innovative products and services for its clients. 
Prior to joining First Health, she was Sr. Vice President for APS Healthcare, responsible for strategic initiatives and mergers & acquisitions. She has also held executive positions in business development, marketing/communications and product development at PacifiCare Behavioral Health, United Behavioral Health and Merit Behavioral Care Corporation. 
Ms. Dornig holds a Bachelor of Arts degree from Mount Holyoke College. She is a member of the National Association for Female Executives (NAFE), and serves on the Development Committee for the Board of Prototypes. 

Greg Everett - Payer Compass, LLC

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

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


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

Seeing 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.


To create the pinnacle, best-of-breed reference-based pricing solution, the Payer Compass and CareValent teams partnered with industry-renowned The Phia Group to address balance billing avoidance and dispute. Together, these partnered services have amounted to less than a fraction of one percent of processed claims amounting to a balance bill, overwhelmingly empowering Health Plans and the Self-Insured and bettering the cost of healthcare.  


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


Ryan Johnson - CIGNA Payer Solutions


Ryan Johnson joined Cigna in 2008 and is currently Vice President of New Business Development for Cigna Payer Solutions where he is responsible for evaluating and structuring strategic partnerships with health plans, third party administrators and other organizations throughout the United States to distribute the Cigna Payer Solutions product portfolio. Mr. Johnson also served as the National Sales Director for Cigna LifeSource Transplant Network where he successfully launched the transplant network product in the payer marketplace. Prior to joining Cigna, Mr. Johnson spent 8 years with a business intelligence consulting firm where he served as Senior Vice President responsible for developing growth strategies, sales and account management, contract negotiations, operations and financial management. He started his career at Andersen Consulting (now Accenture) and graduated with an Economics degree from Ripon College in Wisconsin.  



Ed Jacobson - Entrust, Inc.

After 50 years in the healthcare financing industry, Ed Jacobson has earned a reputation as an “outside of the box” innovator -- having developed, marketed and administered unique bene t plans and risk products designed to bring creative solutions to thousands of employers nationwide. His entrepreneurial spirit led him to create a corporate structure of companies that captures his creative solutions which has evolved over the past 40 years into the EntrustSM companies. Ed serves as Founder & Chairman of the Board of the EntrustSM companies which includes a multi-line agency, claim adjudication software company, actuarial & risk consulting group, prescription capitation company, population management & advocacy rm, a bene t administration & compliance technology company and a third party administration company.

His keen understanding of the bene t industry and visionary perspectives, prompted Ed to co-write a white paper in 2001 on re-structuring healthcare nancing of employer-sponsored bene ts. Ed’s passion for transparency, advocacy and health care free market ideals started long before the recent popularity of these ideas and are evident throughout the well-respected document. The concepts outlined in the white paper have been considered at both the federal and statewide levels prior to the A ordable Care Act and have recently been re-launched as a foundation for an alternative free-market solution. As such, he is commonly sought after to speak to regulators or legislators on these innovative concepts and other types of health care solutions. 


Operations Path: The Potential Big Black Hole Also Known As Plan Documents, Reinsurance Contracts and Large Claims

Presented by:  Alice Arnold - TPAC Underwriters, Ken Gumbiner - SwissRe and Dr. Stacy Borans - Advanced Medical Strategies

Alice Arnold - TPAC Underwriters

Alice Arnold is the Director of Claims and Cost Management for TPAC Underwriters. Her duties include claim oversight for TPAC’s traditional Specific and Aggregate and Spaggregate business. Additional responsibilities include TPA and Due Diligence audits as well as collaborating with TPA’s and vendor partners to better manage claim expenses. Prior to TPAC she worked with a carrier performing claim auditing and oversight on a diverse portfolio of products with the majority being Stop Loss. 

Ken Gumbiner - SwissRe Corporate Solutions

Ken Gumbiner is the Head of Accident & Health Sales, North America for Swiss Re Corporate Solutions.  The Accident & Health group of Swiss Re Corporate Solutions offers a strong Employer Stop Loss portfolio, which includes: employer stop loss, employer stop loss captives, and an organ transplant solution program.

"Ken's sales and management experience in the employee benefits and insurance industry spans over three decades.  He began his career with a highly rated national insurance carrier in sales and sale management and went on to spend several years in third party administration sales and sales management.  In 1998, he transitioned into the stop-loss industry where he has focused on building key relationships with brokerage, consulting, third party administration and carrier administrative service organizations nationally.  Ken joined IHC in 2011 and served as the Executive Vice President of Sales for IHC Risk Solutions until Swiss Re Corporate Solutions acquired and integrated them into their Accident & Health group in April of 2016.”


Dr. Stacy Borans - Advanced Medical Strategies

Dr. Borans is the Chief Medical Officer and Founder of Advanced Medical Strategies (AMS). Advanced Medical Strategies was founded with the purpose of combining clinical expertise and experience with financial sensitivity and understanding to give clients high-level cost containment insight and guidance. Prior to founding AMS, Dr. Borans was a practicing internist at Doylestown Hospital. She received her MD degree from Hahnemann University and completed her residency at Thomas Jefferson University Hospital. Dr. Borans has worked with Managing General Underwriters, Third Party Administrators, stop loss carriers, and managed care plans to assess both clinical and financial questions on catastrophic claims. She has assisted in cost projection analysis for underwriting risk, reviewed medical necessity and experimental concerns as well as directed educational seminars for claims professionals. Dr. Borans is currently the outsourced medical director for several companies within the stop-loss industry. In addition to her vast medical management experience on the payor side, Dr. Borans has overseen medical and quality management, appropriateness of care, and peer review programs in over 50 hospitals spanning 7 states.

Emerging Leaders Path: Challenges and Opportunities for Emerging Leaders

Presented by:  Julie Wohlstein - Centrix Benefit Administrators, Inc. and Suzette Bryan, Ph. D

Julie Wohlstein - Centrix Benefit Administrators

Julie Wohlstein, CSFS, M.A.S., is President of Centrix Benefit Administrators and is responsible for its operations including business planning, enterprise accountability, marketing, client services, government and provider relations, claims and health care services.  Julie brings over 30 years of experience overseeing all phases of operational management.  Prior to joining Centrix Benefit Administrators, Julie held increasingly more responsible positions with several large Third Party Administrators.  Also notable were her years at Mercer, in their Brokerage and Consulting Division.  Her undergraduate studies were in Gerontology at Ohio University.  At the University of California San Diego, Julie earned a Healthcare Executive Leadership Certificate and a M.A.S (Masters of Advanced Studies) in Leadership of Healthcare Organizations.  Julie is a Licensed Life and Disability Producer, an active member of the San Diego Health Underwriters Association (SDAHU) and the Self Insurance Institute of America (SIIA).  Julie is also a Rotarian.  Julie and her husband of 35 years, Craig, have 7 children.


Suzette Bryan, Ph. D

Suzette Plaisance Bryan, Ph.D., SPHR, GPHR, SHRM-SCP has an extensive background in human resources, leadership development, and corporate training and development. A former tenured college professor teaching organizational communication courses to both undergraduate and graduate students, Suzette has presented at numerous conferences, including ones in Athens, Greece; Belfast, Ireland; and Vevey, Switzerland.  Her work has been published by the Consortium for the Study of Emotional Intelligence in Organizations. She has published book chapters and articles in academic and professional journals and is co-author of Scripts and Communication for Relationships published by Peter Lang Publishing. Suzette worked as head of training for a large organization in Dallas, for Nestle’ Health Science as a leadership and organizational development specialist and for Blue Cross and Blue Shield of Louisiana as a leadership development consultant. She has completed a six-month program in the Foundations of Neuroleadership, earning a Certificate of Distinction. 


1:15 PM - 2:15 PM: Path Break-Out Sessions

Marketing/Sales Path: Provider Sponsored Direct to Employer Plans

Presented by:  Paul T. Gallese, PT, MBA - The BDO Center for Healthcare Excellence & Innovation, Jack Hill - Accountable Care Solutions Group and Desmond Joiner - Healthcare 180

Paul T. Gallese, PT, MBA - The BDO Center for Healthcare Excellence & Innovation

Mr.  Gallese is an experienced independent operations, strategy, restructuring, and business advisor and has 35 years of proven history for providing  successful operations support, advisory services, business and program planning, and crisis intervention engagements.  Mr. Gallese’s practice focuses on academic health care delivery systems, health insurers, risk bearing provider organizations, value based payment and supporting analytics organizations.  His major assignments have focused on academic medical centers, schools of medicine, provider owned health plans, safety-net facilities, and bundled payment programs.  He has participated in and led domestic and international program development efforts that have included, among others, cancer centers, medical group strategy and operations, joint venture development and operations, and negotiation and operation of academic affiliation agreements.


Jack Hill - Accountable Care Solutions Group

Jack has over twenty nine years’ experience and a strong record of achieving results in the managed care, practice management, risk management, technology, reinsurance, and property and casualty industries. Jack has excelled in senior management and ownership positions with Independent Practice Associations (IPA) and Physician Hospital Organizations (PHO), HMOs, insurance companies, technology start-ups, and consulting/underwriting firms. Jack has worked with a large and diverse client base representing accountable care organizations (ACO), physician groups, hospitals and hospital systems, national employer purchasing groups, HMOs, PPOs, TPAs, employer groups, insurance companies and insurance brokerage firms. Jack is the author of numerous publications for the employee benefits and healthcare industry, most notably “Electronic Data Interchange: The Physicians’ Guide” written for the American Medical Association, and has written for Beckers Hospital Review, Accountable Care News, Employee Benefit News, Employee Benefit Advisor, the Health Insurance Underwriter, and the Self Insurer publications. He is a member of the Healthcare Financial Management Association (HFMA). Jack is a graduate of Taylor University and has completed postgraduate work at the Wharton School of Business and Ball State University.


Desmond Joiner - Healthcare 180

Desmond is an experienced healthcare advisor having deep experience in employer-sponsored healthplans and affiliations. He joined the firm in 2013 coming from a successful career with national healthcare players such as HCA and the Travelers. Desmond is adept at working with boards, communities and other stakeholders to forge a consensus and drive to a common goal. Desmond graduated from Georgia State University in 1985 with a Degree in Business Administration, with a major in corporate Finance.

Mr. Joiner has experience across the full spectrum of the healthcare delivery system through a 25-year career. Desmond’s initial foundation of healthcare experience was received through a Major Health Insurance Carrier having responsibility and oversight for the strategic development of Health Plan designs over the Southeastern Region of the United States. There he gained insight to product rating, development, risk assessment and operations.

Desmond has also served in the development of a national medical provider network for a major hospital chain. Projects included a Hospital-Carrier Joint Venture covering more than 30,000 lives and the development of a Community Health Insurance program featuring a Hospital System and Large employer.  Markets ranging from Alabama-to-Alaska were served during this period of time.


Operations Path: Inspect What You Get

Presented by:  Bobby Ahrens - Port Alto Technology Systems

In 1987 entered the TPA business in Austin, Texas and developed systems for fully insured, self-funded, Davis-Bacon/Service Contract and Long Term Care products for a New York Life subsidiary, Hillhouse Associates.  He became the Chief Information and Technology Officer in 1993.

His experience in executive management positions includes Executive VP El Dorado Computing , Director of Information Systems Boon-Chapman Administrators in Austin, Texas, Executive Vice President of Operations HealthNow Adminstrative Services. His responsibilities included all technology and operational aspects of the TPA applications and workflows, telecommunications and security systems. In June 2012 launched Port Alto Technology Systems to work with third party benefit administrators to improve technologies, workflows and operational efficiencies. He has Bachelors of Business Administration (BBA) Management Information Systems from Texas State University.

2:15 PM - 3:30 PM: General Session 

Women on the Move - Women TPA Owners and Exectuives - Why Not a TPA?

Presented by:  Carolyn Jarschke - QVI Risk, LaRea Albert - Fringe Benefit Group, Robyn Jacobson - Entrust, Inc. moderated by Joanie Verinder - Group & Pension Administrators 

Carolyn Jarschke - QVI Risk

Carolyn Jarschke is a founder owner of QVI Risk Solutions, Inc., a Third Party Administrator (TPA). QVI is a Certified Women Business Enterprise (WBE) and Emerging Small Business (ESB) focused on Quality, Value, and Innovation.  In addition to traditional TPA services, QVI is administering their first captive, provides retiree billing services to public entities and partners with industry peers for BPO services. Prior to starting QVI in 2003, Carolyn was Vice President of Operations for LifeWise of Oregon.  Her 30+ year carrier has included key positions at Pacific Health & Life, Western Benefits Administrators and Klamath Medical Service Bureau.  She is a past President of the Health Care Administrators Association and has been an adjunct professor at Central Oregon Community College.  Carolyn began her health administration career following the completion of an AS degree from OIT in Health Information Technology and holds a BS in International Business from Linfield College.  She enjoys the challenges of being a business owner and entrepreneur. 


LaRea Albert - Fringe Benefit Group

For the past 35 years LaRea Albert’s career has been spent in the Third Party Administrators industry with an emphasis on self-funded plans. She has developed a broad understanding of the healthcare landscape including risk management from the stop loss underwriting perspective. 

LaRea’s past responsibilities have been TPA operations management and sales. These duties included training sales teams, personally selling services directly to Plan Sponsors or in tandem with sales staff or producers. She has an extensive circle of relationships across the country and include a wide variety of roles within organizations.

Her core competencies include Benefit Plan Design and Analysis for Self-funded medical, dental, and vision plans, team leadership and mentoring, Project Management, Stop loss/reinsurance marketing and negotiation, vendor management, Client Management, Employee communications, Health Savings Accounts, Health Reimbursement Accounts, and Flexible Spending Account. 

As a commitment to this industry and an effort to pay it forward, LaRea has served in the past and/or continues to serve on the Texas TPA Association board, SPBA and HCAA. She holds the designations of Certified Self-Funding Specialist (CSFS) and Self-Insurance Certified Specialist (SICS).

LaRea’s current employer, Fringe Benefit Group specializes in structuring bona fide benefit programs for contractors bidding / working on government contracts subject to prevailing wage laws (i.e. the Davis-Bacon and Service Contract Acts).  At Fringe Benefit Group, their licensed Third-Party Administrator (TPA) services were born from a need to administer the unique products we’ve created to meet the needs and challenges of employers with a largely hourly and part-time workforce. We serve brokers, employers and employees with an integrated and proprietary suite of administrative services designed to make life easier.


Robyn Jacobson - Entrust, Inc.

Robyn Jacobson is the Chief Executive Officer of the EntrustSM group of companies based in Houston, Texas. The primary function of these unique companies is to design and administer the multiple components of innovative benefit health plans for self-insured employers and municipalities throughout the country. With a focus on compliance, Ms. Jacobson leads the seven companies to push industry standards while providing exceptional analytic and creative solutions to employers.

Ms. Jacobson has also taken an active role in state & national policy issues with the aim of bringing healthcare transparency and health literacy to the forefront. She served as Chairman of the Society of Professional Benefit Administrators (SPBA) and two term President of the Texas Association of Benefit Administrators (TABA). In 2012, she was appointed by the Governor of Texas to serve on the Texas Institute of Healthcare Quality & Efficiency for its four year tenure. She also served on the Board of Directors of the Texas Association of Business for 3 years and still serves on its Health Committee which sets out the legislative policy for employers in Texas. In 2007, the passage of a landmark bill requiring loss experience disclosure (Texas HB2015) was the direct result of a six year legislative effort led by Ms. Jacobson and is considered by many to exemplify how transparency can lead to a free market in healthcare. She is often sought after to speak on health literacy, transparency and innovative, value-based benefit strategies for employers and industry groups. 


Joanie Verinder - Group & Pension Administrators 

Joanie Verinder is the Compliance Director with Group & Pension Administrators, Inc. headquartered in Dallas, TX. Ms. Verinder has been with GPA for the past 15 years, 14 of which she has been in Compliance. Ms. Verinder is currently serving on the Board of Directors for the Health Care Administrators Association and is a Past President of the Texas Association of Benefit Administrators. She serves as the chairman of the Sponsorship committee with HCAA. 

Ms. Verinder received a Bachelor’s in Education from the University of Alabama and a Master of Arts from Southwestern Baptist Theological Seminary. She also is a certificated paralegal and has received the HIPAA Professional designation from the Health Insurance Association of America, the PPACA Certified designation from the National Association of Health Underwriters, and the designation of Certified Self Funding Specialist from the Health Care Administrators Association. 


3:45 PM - 5:25 PM: General Session


Ethics: Duties, Conflicts, and Careful Decision-Making


Presented by: Brady Bizarro, Esq. - The PHIA Group


Brady joined The Phia Group, LLC as an attorney in early 2016. As a member of The Phia Group's in-house legal team, he focuses on contract review, ERISA, ACA, and HIPAA compliance, claim negotiation, and providing general consultative advice on matters involving the health insurance industry and employee benefits law. 

 Attorney Bizarro earned his B.A. from Boston University, graduating magna cum laude, and his J.D. from Boston University School of Law. While at BU Law, Brady served as a Note Editor for the International Law Journal and worked as a summer associate at Greene LLP, a civil litigation firm in Boston that specializes in health care fraud cases and the Civil False Claims Act. He also worked as a student attorney with Boston University’s Civil Litigation Clinic, where he represented indigent defendants in employment and discrimination cases in state court.


Wednesday, July 19th, 2017

8:40 AM - 10:10 AM: General Session

When One Door Closes, Another Opens - Or Does It?

Presented by: Steve Rasnick - Self-Insured Plans, Inc; Bruce Flunker - EBSO; Ryan Newville - TPAC Underwriters, moderated by Ernie Clevenger - CareHere, LLC

Steve Rasnick - Self-Insured Plans, Inc.


Steve Rasnick’s broad insurance background includes previous positions as President of Gem Insurance Company, President of Foundation Health National Life Insurance Company, managed care organizations covering more than 800,000 members; Chairman of ProAmerica, a national PPO organization; President of The Travelers Plan Administrators, the third largest national benefits administrator, covering more than 1,000,000 members; President and founder of Claims Administration Services Inc., at the time, the largest TPA in Illinois. He has over 35 years of employee benefit experience, having held senior level consulting positions with Reed Stenhouse, a division of Alexander & Alexander in Chicago, as well as having provided insurance consulting services to more than 300 groups in Illinois. 

Mr. Rasnick is a founding Director of the Self Insurance Institute Of Illinois, participated on the Steering Committee that  drafted the Illinois TPA Licensing Regulations, is a past Director and Officer of the Self Insurance Institute of America, and has served on the boards of numerous insurance, managed care organizations, community hospitals and venture capital organizations. Mr. Rasnick became a full time resident of Naples, Florida in 1995, where he established a TPA to serve the interests of small to medium Florida employers. He was elected President of the Southwest Florida Association of Health Underwriters in 1998. He is a graduate of Roosevelt University, attended John Marshall Law School, is a Fellow of The International Claims Organization and is a frequent national speaker on benefit issues, managed care, Consumer Directed Healthcare, self funding, the development of Community Based and Provider Sponsored Health Plans, third party claims administration, Accountable Care Organizations and GASB.



Bruce Flunker - EBSO


Bruce Flunker is President of EBSO, Inc. a licensed third party administrators (TPA) headquartered in Milwaukee, WI and St. Paul, Minnesota.  EBSO, Inc. serves clients throughout the United States with employees in Arizona, Ohio, Illinois, and  Kentucky.

Flunker began his insurance career in 1980, when he joined Wausau Insurance as an Employee Benefit Specialist.  In 1983, Flunker was hired by Safeco Life and Investments as a Stop Loss Group Representative in the Minneapolis Office.  He then went on to hold several management positions within Safeco, and in 1998, was promoted to President of Safeco Administrative Services and Employee Benefits Consultants.

In  2014, Flunker  served as  Chair of the Society of Professional Benefit Administrators (SPBA), the largest Third Party Administration Association in the US.

 Flunker earned a bachelor’s of science degree from the University of Wisconsin-Stevens Point, where he majored in business and economics.  Flunker also earned a designation as a Certified Employee Benefit Specialist (CEBS) from The Wharton School of Business at the University of Pennsylvania.


Ryan Newville - TPAC Underwriters

Ryan Newville is Vice President of Underwriting at TPAC Underwriters, Inc.  TPAC Underwriters is an MGU providing Specific, Aggregate, and Spaggregate™ stop loss as well as GenX to self-funded employer plans.  During his 17 years at TPAC his underwriting presence has helped to achieve underwriting profits each and every year.  Ryan has been influential in the establishment and growth of Spaggregate™, which was created by TPAC in 1999.  In addition to overseeing the underwriting at TPAC, Ryan has also overseen the administration, marketing, claims and accounting departments throughout his years at TPAC. 

Ryan is experienced in data analysis including loss ratio projections, portfolio management, PPO analysis and product development.  He has also developed rating models for Mini Med, MEC, MEC w/major medical, SmartShare, a capitated drug card, PPOX /RBP, Specific, Aggregate and Spaggregate™ stop loss.  In addition, Ryan has also maintained, modified and created rating systems for multiple stop loss rating manuals.  



Ernie Clevenger - CareHere, LLC


Since 1983, Mr. Clevenger has worked in the self-funded community in various capacities including: Chairman and President of the Self-Insurance Institute of America, Chairman of the Workforce for Electronic Data Interface (WEDI) advising United States Department of Health & Human Services, President of American Progressive Benefits and Executive Vice President of Alliance Underwriters and two of the nation's leading providers of stop loss insurance for self-insured employers. Mr. Clevenger and Ben Baker co-founded CareHere in January 2004.

Mr. Clevenger is a graduate of David Lipscomb University and received his MBA from the Owen Graduate School of Management of Vanderbilt University. He received his FLMI from the Life Management Institute.


10:30 AM - 11:30 AM : General Session

Are Your High Cost Prescription Drugs Getting Higher and Higher Every Day?

Presented by:  Bill Stafford - RX Help Center, Kevin Fantich - EHIM RX, and Dr. Andrew Krueger - CVS Health

Bill Stafford - RX Help Center

A veteran of the financial services market with a focus on employee and executive benefits, Mr. Stafford brings invaluable hands-on industry experience from entry level through senior leadership to his current position as President & COO of Rx Help Centers. Rx Help Centers is a leading national prescription medication advocacy company located in Indianapolis, IN. He has held senior management positions with a leading third-party marketing firm and three major national providers of financial services to individuals and corporations.

Prior to joining Rx Help Centers, a national Prescription drug advocacy company, he was a Senior Consultant with Gruppo Marcucci and for seven years prior to that Mr. Stafford was Vice President of Member Services for United Benefit Advisors, LLC (UBA), one of the nation's largest US-based benefits brokerage; a consortium of more than 145 of the nation’s leading independent employee benefit advisory firms. He has also worked as a Senior Sales Consultant with The Epoch Group (a WellPoint Subsidiary TPA) and a Sales Executive for a MetLife executive benefits subsidiary where he specialized in providing executive group carve-out programs for large physicians practice groups, senior executives and other highly compensated personnel of large corporations. Mr. Stafford’s extensive background enables him to understand fully the needs and interests of the end-user client and to effectively communicate these needs to service providers and consultants.

Mr. Stafford is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Health Consultant (CHC).

Kevin Fantich - EHIM RX

Dr. Kevin Fantich joined EHIM after a successful career as a practicing Pharmacy Manager for a regional pharmacy chain.  He also served as the company's Director of Clinical Services where he spearheaded an immunization program focusing on patient wellness and preventative health, counseled patients on appropriate medication use, provided Medicare Part D counseling, and established medication delivery service to local seniors.  Kevin received his Bachelor of Science degree from Oakland University and his Doctor of Pharmacy degree from the University of Michigan.


 Dr. Fantich is responsible for day-to-day clinical operations at EHIM, formulary management and development, and implementation of clinical programs.  Shortly after joining EHIM he also pursued membership in the Academy of Managed Care Pharmacy (AMCP) and serves as a member of EHIMs Pharmacy and Therapeutics (P&T) Committee.


Dr. Fantich is an active member of The American Pharmacists Association (APhA) and is certified by APhA to provide immunizations to patients.  Dr. Fantich successfully completed one the first nationally recognized Medication Therapy Management certificate programs (APhA) and has completed certification Specialty Pharmacist (CSP) and Pain Educator (CPE) certifications.


Dr. Andrew Krueger - CVS Health


As Medical Director, Andrew C. Krueger, MD, is responsible for planning, developing,
and establishing Accordant’s clinical policies and objectives in keeping with Board
directives and the organization’s charter.
Doctor Krueger amassed a wealth of physician leadership experience in previous
positions. Prior to his tenure with Accordant, he served as the Lead Medical Director
of SHPS, Inc., in Louisville, Kentucky; and Vice President and Chief Medical Officer
of National Health Services, Inc./Healthcare Review Corporation, also in Louisville. In addition, he held a number of positions with Humana Health Plans in Louisville, including Corporate Physician Director of Transplant and Technology Assessment, Department of Medical Affairs; Center Medical Director; Chief of Adult Medicine; Staff Internist; and Associate Clinical Professor, University of Louisville.
A current member of the American College of Physicians, the American College of Physician Executives. He has also been a member of the American Medical Association, the Kentucky Medical Association, and the Jefferson County Medical Society, Doctor Krueger has also served on a number of professional committees
and advisory groups. He is the author of numerous presentations and publications on medical management strategies and related topics.


5353 Wayzata Blvd. Suite 350
Minneapolis, MN 55416

Phone: 888.637.1605
Fax: 952.252.8096

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