FORUM AGENDA
If you are a younger (under 40) self-insurance/captive insurance industry professional, this is a must-attend for you. Developed by the SIIA Future Leaders Committee, this forum will feature educational content targeted at younger professionals with multiple networking opportunities to help you make important connections with those in your age group.
Monday, April 14, 2025
2:00 pm - 3:00 pm
Registration & Welcome to the Forum
SIIA Future Leaders committee members welcome you at the Registration desk and share their tips on how to get the most of your Forum experience. It’s your first networking opportunity!
3:00 pm - 3:15 pm
Welcome Remarks
SPEAKER:
Erin Duffy
Chair, Future Leaders Committee
Self-Insurance Institute of America
3:15 pm - 4:00 pm
SIIA – The Advocate for Our Industry
SIIA plays a critical role in ensuring that the self-insurance industry is effectively represented at the state and federal level with regards to legislative/regulatory developments. Learn more about how SIIA carries out this work, its focus for 2025, and how you can get involved.
SPEAKERS:
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Mike Ferguson
President & CEO
Self-Insurance Institute of America
Anthony M. Murrello
Government Relations Manager
Self-Insurance Institute of America
4:00 pm - 5:00 pm
The Future of the Self-Insurance Marketplace is Transparent
The continued push for healthcare price transparency has yielded uneven results over the past few years, but most believe that there is an irreversible trend toward greater transparency in the health care marketplace generally, which will be even more visible within the self-insurance marketplace. With this macro-trend established, future leaders need to understand what a “transparent” marketplace is expected to look like in the coming years and how they can help steer their companies for maximum success.
SPEAKERS:
Erin Duffy
Director of Business Development
Imagine360
Keith Hodges
Sales Executive, Strategic Partnerships
Health Plans, Inc.
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Delia Napolitano
VP Business Development
Bexa
5:00 pm - 7:00 pm
Welcome Reception
7:00 pm
Small Group Dinner and Drinks in Charlotte (optional)
Email Erin Duffy (eduffy@imagine360.com) for more details if you’re interested in joining a group of other attendees for dinner.
Tuesday, April 15, 2025
7:30 am - 8:30 am
Networking Breakfast
8:45 am - 9:00 am
Welcome Remarks
SPEAKER:
Erin Duffy
Chair, Future Leaders Committee
Self-Insurance Institute of America
9:00 am - 10:00 am
Understanding Cell & Gene Therapy Treatments – From the Self-Insurer Payer Perspective
The pace of new cell & gene therapies (often very expensive) continues to accelerate. Self-insured employers, stop-loss insurance carriers and their business partners are increasingly focused on coverage decisions and const management strategies. We’ll take this opportunity to explain these therapies. provide an overview of key CGT trends and how self-insured payers are reacting.
SPEAKERS:
Brady C. Bizarro, Esq.
Vice President, Legal Compliance & Regulatory Affairs
The Phia Group, LLC
Jeff Auten, PharmD
Director of Clinical Consulting
Leaf Health
10:00 am - 10:45 am
Sorting Out PBMs
Pharmacy Benefit Managers (PBMs) are arguably the least understood type of company in the self-insurance ecosystem. A necessary part of a health plan, there are a range of PBM strategies with much commentary about various business approaches from the community. For this session, we’ll get back to basics with session that will cover “everything you wanted to know but were afraid to ask.”
SPEAKER:
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Monica Gindhart
Director, Account Management
Navion
10:45 am - 11:15 am
11:15 am - 12:00 pm
Artificial Intelligence – How Future Leaders Can Prepare
Those now rising within the self-insurance industry leadership ranks will almost certainly have at least some responsibilities related to AI strategy and capabilities in the coming years. Knowing this, it’s critical that you start preparing for the expected developments so that you can provide maximum value to your companies, and your personal presence. This session will discuss the growing intersection between AI and the self-insurance industry and offer thoughts on how future leaders can prepare vs. should be preparing. Audience interaction will be encouraged.
SPEAKERS:
Brady C. Bizarro, Esq.
Vice President, Legal Compliance & Regulatory Affairs
The Phia Group, LLC
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Dave Gillis
VP, Business Development
Captive Resources
Will Rumsey
Senior Vice President of Sales
Specialty Care Management
12:00 pm - 1:30 pm
1:30 pm - 2:30 pm
Connecting the Dots…You Choose the Dots
There are many different moving parts and critical players within the self-insurance marketplaces it’s hard to know everyone or everything…and how it all comes together. This session will be formatted with multiple tables with each featuring one ore more subject matters experts in a particular niche. Attendees can the self-select which tables they would like to join for informal discussions focuses on this particular segments of the market. Stay at one table for durations or bounce around as you like during the decision based on your particular interests and networking objective.
2:30 pm - 3:00 pm
3:00 pm to 4:00 pm
Managing 360 - A Guide for Younger Professionals
As younger professionals are processing in their careers, the pace of management challenges and opportunities from multiple directions can be expected to accelerate. One minute you may need to focus on managing your direct reports, and the next minute you think carefully how to react to management direction coming at you from more senior executives within your organization. This session has been designed to provide tangible “360 management” advice to you navigate your career path most effectively.
MODERATOR:
Erin Duffy
Director of Business Development
Imagine360
SPEAKERS:
Dave Gillis
VP, Business Development
Captive Resources
Ali Goodwin
Director of Corporate Relations
TrueScripts
Morgan Sandell
Capability Manager, Stop Loss Product
Optum
Philip K. Gibson
Director, Regional Sales,
Cincinnati Region
HM Insurance Group
4:00 pm - 5:00 pm
Networking Reception
5:30 pm
SIPAC Fund-Raiser (Optional Off-Site Event for Members Only)
Join other attendees for a special Future Leaders fund-raising event benefiting the Self-Insurance Political Action Committee (SIPAC). Details will be provided directly to SIIA member attendees.
