Agenda

Wednesday - February 16, 2022

3:00 PM 8:30 PM

2:00 PM 7:30 PM

1:00 PM 6:30 PM

12:00 PM 5:30 PM

Conference Registration

3:00 PM 4:00 PM

2:00 PM 3:00 PM

1:00 PM 2:00 PM

12:00 PM 1:00 PM

Medicare Member Acquisition & Experience Advisory Board Luncheon

Our advisory board member luncheon is by invitation only.

Pre-Conference Workshops 4:00 PM - 7:00 PM 3:00 PM - 6:00 PM 2:00 PM - 5:00 PM 1:00 PM - 4:00 PM

4:00 PM 7:00 PM

3:00 PM 6:00 PM

2:00 PM 5:00 PM

1:00 PM 4:00 PM

Behavioral Science Workshop: Learn the Science Behind How to Attract Customers

Workshop 1
  • Analyze customer theories and deep dive into real-life scenarios on the science behind how to attract customers  
  • Learn which incentives a customer needs to change their behavior and how they determine value  
  • Discover how to capture consumer interactions to know the next step for the consumer  
  • Develop an effective outreach strategy and customize it in your product design 

Dr. Shannon Decker, M.Ed., MBA, PhD., Vice President, Clinical Performance 
Brown & Toland Physicians  

Kathleen Elmore, Managing Director 
Engagys 

4:00 PM 7:00 PM

3:00 PM 6:00 PM

2:00 PM 5:00 PM

1:00 PM 4:00 PM

Deep Dive into SSBCI Benefits: Make the Right Investment & Deliver Value

Workshop 2
  • Determine which SSBCI benefits bring members the most value and have the highest ROI  
  • Hear case studies about successful disease specific SSBCI programs and tips for implementation 
  • Learn how to evaluate which SSBCI are worth the investment to increase retention 

 
If you are interested in a speaking opportunity please contact Reagen Brown at rbrown@risehealth.org. 

7:00 PM 8:30 PM

6:00 PM 7:30 PM

5:00 PM 6:30 PM

4:00 PM 5:30 PM

Champagne Roundtables & Cocktail Networking Reception

Join us for interactive roundtables featuring the latest technologies and solutions for boosting your organization’s endeavours. These speed-networking type presentations are 20 minutes long, allowing you to make your way to several roundtables per session. Enjoy a glass of champagne while participating!

During the networking reception, grab a cocktail and small bite, and get back to that face-to-face networking we've all been missing. Enjoy comfortable networking with our color-coded system in place allowing attendees to self-select and display their comfort level for interacting with peers.

Thursday - February 17, 2022

10:30 AM 11:30 AM

9:30 AM 10:30 AM

8:30 AM 9:30 AM

7:30 AM 8:30 AM

Registration and Networking Breakfast

Come pick up your badge, grab a coffee and bite to eat, and kickstart your networking with our color-coded system which allows attendees to self-select and display their comfort level for interacting with peers.

11:00 AM 9:00 PM

10:00 AM 8:00 PM

9:00 AM 7:00 PM

8:00 AM 6:00 PM

Exhibit Hall Opens

11:00 AM 11:45 AM

10:00 AM 10:45 AM

9:00 AM 9:45 AM

8:00 AM 8:45 AM

Breakfast Session: Unveiling the Sixth Annual Survey of Healthcare Consumer Engagement Practices

  • Discover the successful mix of channels of consumer outreach that obtain the best results during the past year
  • Learn where your peers are making investments to improve consumer engagement
  • Hear what the most common challenges are in reaching engagement goals and learn various initiatives that overcome those challenges to drive successful outreach

Kathleen Elmore, Managing Director
Engagys

11:45 AM 12:00 PM

10:45 AM 11:00 AM

9:45 AM 10:00 AM

8:45 AM 9:00 AM

Welcome Remarks & RISE Community Presentation

Ellen Wofford, Managing Director,  
RISE 

Kevin Mowll, Non-Executive Director
The RISE Association, Medicare Member Acquisition & Experience Community

12:00 PM 12:10 PM

11:00 AM 11:10 AM

10:00 AM 10:10 AM

9:00 AM 9:10 AM

Chairperson Welcome Remarks

RaeAnn Grossman, Executive Vice President of Operations for Population Health Management, Risk Adjustment, and Quality
Cotiviti, Inc.

12:10 PM 12:55 PM

11:10 AM 11:55 AM

10:10 AM 10:55 AM

9:10 AM 9:55 AM

Keynote Address: Dream BIG: Daniel “Rudy” Ruettiger’s Story & Inspirations

  • Explore the idea of having a dream, building that dream, and designing your life with your thoughts 
  • Discuss ways to stay on course and overcome obstacles  
  • Focus your thoughts and the importance of building relationships 

Daniel “Rudy” Ruettiger, Motivational Speaker  
The inspiration behind the Blockbuster hit movie RUDY 

12:55 PM 1:40 PM

11:55 AM 12:40 PM

10:55 AM 11:40 AM

9:55 AM 10:40 AM

Trends in Medicare Consumerism

  •  Discuss recent findings on Deft Research’s study and adjust your AEP strategy accordingly  
  • Discover and analyze new findings from Medicare shopping and switching 
  • Learn benefit preference trends in preparation for AEP 2022 

George Dipple, Executive Vice President, Client Services 
Deft Research 

1:40 PM 2:00 PM

12:40 PM 1:00 PM

11:40 AM 12:00 PM

10:40 AM 11:00 AM

Networking Break

2:00 PM 2:45 PM

1:00 PM 1:45 PM

12:00 PM 12:45 PM

11:00 AM 11:45 AM

Panel: Key Drivers to Master the Member Experience and Ensure Star Ratings

  • Learn opportunities for marketing and sales beyond onboarding to create an optimal member experience 
  • Discover which communication strategies were most effective to retain members during AEP 
  • Collaborate with operational areas in your organization to increase member retention and discuss best practices in governance structure 

Moderator:
Steven Selinsky, Vice President of Product Strategy, Marketing and Community Outreach
HAP


Panelists:
Archie Dey, Director of Consumer Experience and Insights
SCAN Health Plan

Kristy Croom Tucker, Director of Member Experience & Acquisition
BayCare Health Plans

 

2:45 PM 3:05 PM

1:45 PM 2:05 PM

12:45 PM 1:05 PM

11:45 AM 12:05 PM

Tools & Technology Spotlights (Exhibit Hall)

Leading service providers will showcase their offerings in a quick-pitch setting. Evaluate the latest and greatest tech tools to bring back to your organization. 

 

Andy Mueller, Actuary 
Milliman  

Mike Patel, Business Development Consultant  
Milliman  

3:05 PM 4:05 PM

2:05 PM 3:05 PM

1:05 PM 2:05 PM

12:05 PM 1:05 PM

Networking Lunch

Find a seat at a table with like-minded peers and continue the face-to-face networking we've all been missing. 

Concurrent Sessions 4:05 PM - 4:50 PM 3:05 PM - 3:50 PM 2:05 PM - 2:50 PM 1:05 PM - 1:50 PM

4:05 PM 4:50 PM

3:05 PM 3:50 PM

2:05 PM 2:50 PM

1:05 PM 1:50 PM

Panel: Maximize Your Digital Marketing Strategy

Track A: Marketing
  • Explore innovative strategies and alternative marketing channels to add into your marketing mix to increase member engagement & retention in the changing digital environment 
  • Hear from health plans on best practices & lessons learned from AEP to build an effective hybrid marketing strategy, including social media compliance guidance 
  • Discover the best technology tools and solutions to optimize your digital marketing strategies 

Moderator:
Cyndie O’Brien, Chief Sales, Marketing and Retention Officer
Aspire Health Plan

Panelists:
Jodi Haskin, Vice President, Strategic Engagement & Analytics
CDPHP

Jennifer Rossbach, Strategic Marketing Manager, Medicare
HAP

Andrea Wallace, Innovation Portfolio Manager
Advantasure

4:05 PM 4:50 PM

3:05 PM 3:50 PM

2:05 PM 2:50 PM

1:05 PM 1:50 PM

Panel: Master Broker Relationships to Win Business

Track B: Sales
  • Learn practical and cost-effective ways to create and measure sustainable relationships with brokers, and differentiate yourself from the competition  
  • Train brokers and call centers to capitalize on the changed virtual landscape and increase business 
  • Examine best practices for agent development and incentives to navigate the broker channels and increase a broker’s attention 

Heather Rollins, Department Vice President, Individual and Small Group Sales 
Blue Cross and Blue Shield of Kansas City 

Kristin Ray, Sales Manager, Medicare Advantage 
Physicians Health Plan  

Andrew Napierala, Sales Manager, Consumer Markets 
Highmark Blue Cross Blue Shield of Western New York   

Concurrent Sessions 4:50 PM - 5:35 PM 3:50 PM - 4:35 PM 2:50 PM - 3:35 PM 1:50 PM - 2:35 PM

4:50 PM 5:35 PM

3:50 PM 4:35 PM

2:50 PM 3:35 PM

1:50 PM 2:35 PM

Aggregators, Online Brokers & More: Effectively Navigate the Frenemy Relationship to Prepare for 2022 AEP

Track A: Marketing
  • Review the impact lead aggregators had during the past AEP and how to leverage this growing marketing force 
  • Understand the lead aggregator online broker landscape 
  • Learn strategies to embrace or compete with lead aggregators and online brokers 

Scott Hopkins, Executive Vice President 
Anderson   

Additional Speakers to be Announced

4:50 PM 5:35 PM

3:50 PM 4:35 PM

2:50 PM 3:35 PM

1:50 PM 2:35 PM

Panel: The Keys to Successful Sales Channel Management & Distribution

Track B: Sales
  • Examine which sales distribution strategies are most effective for FMOs and captive agents to determine your strategy   
  • Gain insight to maintain compliance and oversight within sales channel distribution  
  • Identify and leverage partnerships and contracts effectively to increase growth potential 
  • Manage lead dissemination and learn effective tracking options to reap the best ROI  

Dustin VanDuine, MSF, CLU, Director of New Business Sales 
Health Alliance Plan 

Jason Vallejos, Executive Vice President 
Syndicated Insurance Agency, LLC 

Concurrent Sessions 5:35 PM - 6:20 PM 4:35 PM - 5:20 PM 3:35 PM - 4:20 PM 2:35 PM - 3:20 PM

5:35 PM 6:20 PM

4:35 PM 5:20 PM

3:35 PM 4:20 PM

2:35 PM 3:20 PM

Session to be announced

Track A: Marketing

5:35 PM 6:20 PM

4:35 PM 5:20 PM

3:35 PM 4:20 PM

2:35 PM 3:20 PM

Prepare Your Internal Sales Staff & Call Center Agents for AEP

Track B: Sales
  • Train your team when to capture every prospect and learn when to enroll and when to hand off to field sales staff 
  • Work with internal staff to build relationships that lead to enrollment 
  • Understand needs of prospects and offer correct solutions, phone enrollment, seminar or appointment with the field rep 

Larry Baca, Vice President of Sales and Marketing 
Inter Valley Health Plan  

Laure Kolb, Manager Sales Call Center & Sales Operations, Consumer Markets
Highmark Western and Northeastern New York

Concurrent Sessions 6:20 PM - 7:05 PM 5:20 PM - 6:05 PM 4:20 PM - 5:05 PM 3:20 PM - 4:05 PM

6:20 PM 7:05 PM

5:20 PM 6:05 PM

4:20 PM 5:05 PM

3:20 PM 4:05 PM

Panel Discussion: Understanding and Mitigating Provider Data Marketing and Compliance Risks

Track A: Marketing
  • Review the history of CMS oversight of this issue, why CMS is concerned about the accuracy of provider data, and the CMS requirements
     
  • Understand the risk areas associated with this issue and the potential impact on plans
     
  • Examine some of the causes that lead to inaccurate provider information and strategies to improve performance and mitigate risk

 

Moderator: 
 

Julie Hughes, JD, MS, CHC, CPC, Chief Compliance Officer, 
Cody Consulting Group 
 

Panelists:  
 
Sue Dahlkamp, MBA, CPA, Senior Consultant 
Cody Consulting Group 
 
Naomi Irvin, Chief of Staff – Government Markets 
Blue Cross NC  

6:20 PM 7:05 PM

5:20 PM 6:05 PM

4:20 PM 5:05 PM

3:20 PM 4:05 PM

Session to be announced

Track B: Sales

7:05 PM 7:50 PM

6:05 PM 6:50 PM

5:05 PM 5:50 PM

4:05 PM 4:50 PM

4 Stars Isn't Enough Anymore: How to Differentiate Your Plan's Service Excellence

  • Learn practical actions you can take today to improve member satisfaction
  • Understand and market your organization's differentiators in a crowded field
  • Hear one plan's experience, highlighted pitfalls, and successes

Anne Davis, Director of Quality Programs and Medicare Strategy

Cotiviti, Inc.

7:50 PM 7:55 PM

6:50 PM 6:55 PM

5:50 PM 5:55 PM

4:50 PM 4:55 PM

Chairperson Closing Remarks

RaeAnn Grossman, Executive Vice President of Operations for Population Health Management, Risk Adjustment, and Quality

Cotiviti, Inc.

Champagne Roundtables 7:55 PM - 8:30 PM 6:55 PM - 7:30 PM 5:55 PM - 6:30 PM 4:55 PM - 5:30 PM

7:55 PM 8:30 PM

6:55 PM 7:30 PM

5:55 PM 6:30 PM

4:55 PM 5:30 PM

The Value of Treating Hearing Loss for Your Members

Roundtable A

Teresa Holleman, Sales Director 
TruHearing 

7:55 PM 8:30 PM

6:55 PM 7:30 PM

5:55 PM 6:30 PM

4:55 PM 5:30 PM

Member Communication is Key to a Multi-Wallet Programs Success 

Roundtable B

Dave Etling, Senior Vice President & General Manager 
InComm Healthcare

8:30 PM 9:30 PM

7:30 PM 8:30 PM

6:30 PM 7:30 PM

5:30 PM 6:30 PM

Networking Cocktail Reception

Friday - February 18, 2022

11:00 AM 12:00 PM

10:00 AM 11:00 AM

9:00 AM 10:00 AM

8:00 AM 9:00 AM

Networking Breakfast

Come grab a coffee and bite to eat, and kickstart your final day of networking with our color-coded system which allows attendees to self-select and display their comfort level for interacting with peers.

11:00 AM 6:00 PM

10:00 AM 5:00 PM

9:00 AM 4:00 PM

8:00 AM 3:00 PM

Exhibit Hall Opens

11:00 AM 11:30 AM

10:00 AM 10:30 AM

9:00 AM 9:30 AM

8:00 AM 8:30 AM

Breakfast Session: The Joe Namath Industry Disrupter: The Impact on Medicare Marketing Compliance

Kevin Mowll, Non-Executive Director
The RISE Association, Medicare Member Acquisition & Experience Community  

Steven Selinsky, Vice President of Product Strategy, Marketing and Community Outreach 
HAP 

Naomi Irvin, Chief of Staff – Government Markets 
Blue Cross NC      

11:30 AM 11:35 AM

10:30 AM 10:35 AM

9:30 AM 9:35 AM

8:30 AM 8:35 AM

Chairperson Opening Remarks

11:35 AM 12:20 PM

10:35 AM 11:20 AM

9:35 AM 10:20 AM

8:35 AM 9:20 AM

CMS Regulatory Roundup: Pro Tips to Avoid Pitfalls

  • Review the current political environment and regulatory changes that impact sales and marketing, including the abandonment of the Medicare Communication and Marketing Guidelines 
  • Partner with compliance and legal teams to develop your own oversight structure and policies to ensure consistency and mitigate risk  
  • Evaluate solutions to remain compliant and avoid potential penalties 

Deborah  Marine, JD, CHC, Compliance Officer 
SummaCare 

Naomi Irvin, Chief of Staff – Government Markets 
Blue Cross NC           

12:20 PM 1:05 PM

11:20 AM 12:05 PM

10:20 AM 11:05 AM

9:20 AM 10:05 AM

Leadership Panel: Adapt to the Shift in Medicare Marketing and Sales to Capture Business & Prepare for Unknown COVID Variables

  • Pivot strategically in the lingering COVID-19 landscape to find new business and prepare for unknown COVID variables
  • Discuss current trends and innovative strategies and partnership opportunities to leverage your brand, retain members and remain compliant
  • Engage and retain the true hybrid member with the right mix of digital solutions


Moderator:
Dr. Shannon Decker, M.Ed., MBA, PhD., Vice President, Clinical Performance
Brown & Toland Physicians

 

Panelists:

Dustin VanDuine, MSF, CLU, Director of New Business Sales
Health Alliance Plan

 

Barbara Sandoval, Manager, Medicare Field Sales
Providence Health Plans

1:05 PM 1:25 PM

12:05 PM 12:25 PM

11:05 AM 11:25 AM

10:05 AM 10:25 AM

Networking Break

Concurrent Sessions 1:25 PM - 2:10 PM 12:25 PM - 1:10 PM 11:25 AM - 12:10 PM 10:25 AM - 11:10 AM

1:25 PM 2:10 PM

12:25 PM 1:10 PM

11:25 AM 12:10 PM

10:25 AM 11:10 AM

Panel: Enhance Your Product Design to Attract & Differentiate

Track A: Supplemental Benefits
  • Evaluate which virtual healthcare options to integrate in your design to attract aging seniors 
  • Discuss if the $0 Premium PPO is a short-term disrupter or a sustainable product 
  • Learn how health plans are expanding behavioral health benefits to meet members' needs and differentiate 
  • Learn which evaluation methods are used to effectively calculate the ROI 

Joe Kanatzar, Medicare Vice President & Chief Distribution Officer  
Florida Blue 

Todd Rau, Director Medicare Markets 
Indiana University Health Plans, Inc.  

Vince Pozinski, Senior Director, Lifestyle & Prevention 
Optum Health Solutions 

If you are interested in a speaking opportunity please contact Reagen Brown at rbrown@risehealth.org. 

1:25 PM 2:10 PM

12:25 PM 1:10 PM

11:25 AM 12:10 PM

10:25 AM 11:10 AM

Panel: Innovative Sales Approaches to Thrive in the Hybrid Sales Landscape

Track B: Innovative Approaches to Sales & Marketing
  • Evaluate virtual enrollment best practices and lessons learned from 2021 AEP 
  • Hear from health plans on innovative approaches to remain compliant and successful with a mix of in-person and virtual enrollment techniques  
  • Learn best practices for call center operations and tools to assist agents with member enrollment 

Jotham Cortez, Senior Director, Sales Operations 
Essence Healthcare  

If you are interested in a speaking opportunity please contact Reagen Brown at rbrown@risehealth.org. 

Concurrent Sessions 2:10 PM - 2:55 PM 1:10 PM - 1:55 PM 12:10 PM - 12:55 PM 11:10 AM - 11:55 AM

2:10 PM 2:55 PM

1:10 PM 1:55 PM

12:10 PM 12:55 PM

11:10 AM 11:55 AM

Session to be announced

Track A: Supplemental Benefits

2:10 PM 2:55 PM

1:10 PM 1:55 PM

12:10 PM 12:55 PM

11:10 AM 11:55 AM

Panel: Optimize Omni-Channel Marketing Strategies to Engage Members

Track B: Innovative Approaches to Sales & Marketing
  • Identify the best compliant omni-channel mix to offer the best ROI and capture and retain members  
  • Hear best practices & lessons learned on effective digital and alternative marketing strategies for member adoption to customize your strategy 
  • Learn how plans are targeting DSNP plans and select ethnic populations to determine into your marketing approach

Moderator:

Jim Politte, Executive Vice President, Business Development
Wunderman Thompson Health

 

Panelists:

Kortney Cruz, Vice President, Medicare Sales & Marketing
Independent Blue Cross

Lori Rund, Vice President, Government Programs
Blue Cross and Blue Shield of Kansas City

Kristy Croom Tucker, Director of Member Experience & Acquisition
BayCare Health Plans

2:55 PM 3:15 PM

1:55 PM 2:15 PM

12:55 PM 1:15 PM

11:55 AM 12:15 PM

Tools & Technology Spotlights (Exhibit Hall)

Hear from solutions specialists showcasing services that can enhance your core responsibilities. 

3:15 PM 4:15 PM

2:15 PM 3:15 PM

1:15 PM 2:15 PM

12:15 PM 1:15 PM

Networking Lunch

Find a seat at a table with like-minded peers and continue the face-to-face networking we've all been missing. 

Concurrent Sessions 4:15 PM - 5:00 PM 3:15 PM - 4:00 PM 2:15 PM - 3:00 PM 1:15 PM - 2:00 PM

4:15 PM 5:00 PM

3:15 PM 4:00 PM

2:15 PM 3:00 PM

1:15 PM 2:00 PM

Panel: Build a Successful Supplemental Benefits Strategy

Track A: Supplemental Benefits
  • Hear from plans on which supplemental benefits were most successful to increase revenue and retain members 
  • Discuss pros and cons of rewards and incentives to build an effective strategy to meet members' needs 
  • Partner with community-based organizations to offer cost effective options to address SDoH needs and differentiate yourself from the competition 
  • Learn tips to effectively promote and offer SSBCI as attractive advantages 

Kortney Cruz, Vice President, Medicare Sales & Marketing 
Independent Blue Cross 

Lori Rund, Vice President, Government Programs 
Blue Cross and Blue Shield of Kansas City  

If you are interested in a speaking opportunity please contact Reagen Brown at rbrown@risehealth.org. 

4:15 PM 5:00 PM

3:15 PM 4:00 PM

2:15 PM 3:00 PM

1:15 PM 2:00 PM

Panel: Strengthen Your Local Presence to Differentiate and Gain Market Share

Track B: Innovative Approaches to Sales & Marketing
  • Leverage your local presence to influence and build community partnerships to remain relevant and drive membership   
  • Hear from health plans on successful SDoH programs and initiatives to build community partnerships to meet members’ needs in unique ways  
  • Learn compliant sales and marketing techniques to leverage the power of provider relationships to grow and retain membership 

Moderator: 
Hank Osowski, Managing Partner 
Strategic Health Group  

Panelists:  
Lou Yacovoni, Senior Director Medicare Sales 
Geisinger Gold 

Deborah Donovan, Vice President, Social Determinants of Health Strategy & Operations 
Highmark Health 

Holly K Ackman, Principle 
The Ackman Group  

Concurrent Sessions 5:00 PM - 5:45 PM 4:00 PM - 4:45 PM 3:00 PM - 3:45 PM 2:00 PM - 2:45 PM

5:00 PM 5:45 PM

4:00 PM 4:45 PM

3:00 PM 3:45 PM

2:00 PM 2:45 PM

Session to be announced

Track A: Supplemental Benefits

5:00 PM 5:45 PM

4:00 PM 4:45 PM

3:00 PM 3:45 PM

2:00 PM 2:45 PM

The Most Important Parts of Your Plan that You’re Not Marketing

Track B: Innovative Approaches to Sales & Marketing
  • Understand how provider network depth and drug price savings can improve your marketing strategy
  • Gain insight from CMS’s provider network assessor and the leading offeror of the CMS-required Real Time Benefits Tool
  • Learn best practices to customize a data-driven case for network depth and drug affordability

  

Michael S. Adelberg, Principal,   
Faegre Drinker Biddle & Reath LLP 

5:45 PM 5:50 PM

4:45 PM 4:50 PM

3:45 PM 3:50 PM

2:45 PM 2:50 PM

Chairperson Closing Remarks