Rise

Track A: Sales

Case Study: Optimizing the Sales Funnel

• Understand how to effectively define your Medicare target audience and discover how to provide access to every agent
• Explore how to use of funnel approach for Medicare seminar selling
• Consider best practice results for a local market seminar and subsequent follow up

Aaron Hail, CFP, Owner 

Hail Financial Group 

Mike Hail, CEO 

datadecisions Group 

Track B - Marketing

Decision 2024: Get Ready for Election Year AEP

• Understand the new challenges and opportunities ahead in the 2024 election year
• Gain insights and potential strategies to maximize your marketing program during this election season
• Consider impacts on media mix, timing, and budget, as well as how to break through the noise

Scott Hopkins, Chief Growth Officer

Anderson

Bridget Harper 

Health plan marketing expert 

Tim Brousseau, SVP 

Deft Research 

Track C- Innovation Showcase

Case Study: Operation Growth: Create a 5-year Strategy to Take Your Organization to the Next Level

• Learn how BayCare Health Plans created a board-approved growth strategy to double membership in just five years
• Get out of the day-to-day and get back to the bigger picture at your own organization
• Consider lessons learned to help optimize your efforts and mitigate pitfalls

Kristy Croom Tucker, Vice President, Marketing

BayCare Health Plans

Lindsay M. Kopco, Marketing Strategist

BayCare Health Plans

Track A - Sales

Boost Sales Performance with Empathy, Responsibility, and Other Proven Strategies

• Identify how to recruit naturally motivated sales and service representatives
• Increase productivity and sales results by better understanding your agents and staff’s personal goals and needs
• Recognize the importance of constant but relevant training
• Consider ongoing coaching and mentoring strategies and tactics that increase motivation

Moderator: 

Laura Aiello, Senior Director 

LifeStation 

Panelists: 

Kerri Peterson, Director of Sales, California 

Anthem Blue Cross – Elevance Health 

Geidy Castellano, Director of Sales, CA

Centene

Jason Vallejos, Executive VP & CSO

Syndicated Insurance Agency, LLC

Track B - Marketing

Precision Digital: The Transformative Power of Audience Science

• Discover the transformative potential of an Audience Science approach 
• Understand how to assess your current digital strategy from audience development to media mix optimization 
• Dig into platform and channel optimizations with digital-native experts 
• Gain a transparent picture of proven success to help build your own blueprint to better ROI

Moderator: 

Laurin Bobo, Director, Digital Media 

Amsive 

Panelists: 

Hilary Stanfa, Marketing Segment Manager 

Wellmark Blue Cross and Blue Shield 

Rachel Runnals, Manager, Joint Venture Marketing 

Emergient 

Archie Dey, Director Consumer Experience and Insights  

SCAN Health Plan 

Track C - Innovation Showcase

Maximizing Agents Potential with Programs that Matter

• Leverage strategies for outperforming competitors with your agent program
• Explore the benefits of integrated solutions for enhancing the broker experience
• Utilize agents' member relationships to enhance member services and elevate Star Ratings
• Simplify collaboration between agencies and their managers through distributed relationship and task management

Jeff Fox, Strategic Advisor 

EvolveNXT 

Mike Lehron, Senior Manager, Business Solutions 

Centene Corporation 

Track A - Sales

Tools & Technology Spotlights

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.

Aaron Davis, Head of Hosted Solutions

ConnectureDRX

Track B - Marketing

Tools & Technology Spotlights

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.

Vicky Pileggi, Healthcare Communications Specialist

Broadridge

Track A - Sales

Personalize your Sales Approach (While Also Increasing Revenue)

• Personalize your approach and connection to potential clients to maximize sales
• Learn why—and how—to take the time to understand each person's specific situation and tailor your sales approach accordingly
• Consider strategies for understanding the unique needs and preferences of each individual when selling Medicare plans

Christopher Javor, National Sales Director of Medicare

AmeriHealth Caritas

Chris Bond 

Health plan sales expert   

Andy Mueller, Principal and Consulting Actuary

Milliman

Joseph Boschert, Senior Director of Products

Milliman

Track B - Marketing

Data-Driven Marketing Strategies for Regional Health Plans

• Prioritize the ‘right data’ to increase the performance of your Medicare marketing campaigns
• Discover which metrics to obsess over and which ones to ignore
• Maximize the effectiveness of your creative messaging
• Learn how a regional plan utilized first-party data to make data-driven marketing decisions and grew their member base

Justin Stauffer, Executive Vice President of Marketing Technology & Media

DMW

Matt Viveiros, VP Product, Marketing, & PMO

ATRIO Health Plans

Sean Clark, Chief Creative Officer

DMW

Track C - Innovation Showcase

Turning Patients into Members: 5 Ways to Maximize Conversion

• Transform clinical staff into educated, enthusiastic ambassadors for your MA brand
• Better leverage or expand upon patient communication channels—from EHR alerts to provider letters to content marketing—to drive more leads and conversions
• Deploy unique, experiential, retail-style provider marketing tactics such as attention-grabbing on-site signage, QR codes and kiosks to meet patients at the point of care

Cyndie O’Brien

Health plan marketing expert

David Schultz, CEO

Media Logic

Track A - Sales

Tools & Technology Spotlights

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.

Don Hubman, CEO 

BroadPath Healthcare Solutions

Track B - Marketing

Tools & Technology Spotlights

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.

Patrick Davis, Healthcare Sales Director

Telephone Town Hall Meeting 

Track C - Innovation Showcase

Tools & Technology Spotlights

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.

Cory Shannon, Sr. Director, Product Management 

Best Buy Health 

Track A - Plan Benefits and Design

Panel: The Hidden Costs of Health Plans

• Discuss the gotchas, from deductibles to narrow networks, and more
• Consider how plans are truly developed and how to recenter according to your plan’s priorities

Moderator: 

David Etling, Senior Vice President & General Manager 

InComm Healthcare 

Panelists:

Todd Rau, Director Sales and Client Relationships

Indiana University Health Plans, Inc.

Hank Osowski, Managing Partner  

Strategic Health Group   

Track B - Member Engagement & Experience

Culturally Sensitive Care That Improves Health Equity and Outcomes for Seniors

• Discover at-home solutions for medical and dental plans tailored towards seniors
• Leverage positive impacts to health equity with clinical results
• Explore offerings that increase awareness and health literacy with acquisition and retention as the primary goal

Robert Lewando, DDS, MBA, Executive Director, Specialty Benefits Professional Services 

BCBS of Massachusetts 

Darlene Ferris, Sr. National Account Manager

Philips North America Markets Payer 

Rick Peterson, Business Category Leader - Pro Venture & Strategic Alliances 

Philips North America Markets Payer 

Track C - Innovation Showcase

Leveraging Technology for Enhanced Sales Execution in Medicare

• Learn how to navigate CMS rules in healthcare marketing, focusing on tech-driven strategies for compliant, impactful content sharing
• Discover how technology can aid health plans in creating personalized content for exceptional buyer experience
• Understand how to quickly create personalized marketing content to give great experiences to buyers of all ages

Craig Nelson, Vice President of Sales 

Triptych 

Jay Thomas, Chief Strategy Officer 

Triptych

Joe Kanatzar, Chief Growth Officer, Medicare 

Clear Spring Health 

Track A - Plan Benefits and Design

Tools & Technology Spotlights

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.

Chet Pendleton, Product Director of Medicare 

HighRoads 

Track B - Member Engagement & Experience

Tools & Technology Spotlights

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.

Jodi Funderburk, Director of Business Development 

Medline 

Track C - Innovation Showcase

Tools & Technology Spotlights

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.

Ali Hussain, Chief Product Officer

American Specialty Health

Track A - Plan Benefits and Design

Panel: 2024 Benefit Game Changers

• Back by popular demand—Get the latest ideas from plans on benefits that are moving the needle
• Identify which new supplemental benefits are making a tangible difference in supporting members and their caregivers and improving care outcomes
• Discover the latest trends in plan benefits to help ensure you’re competitive next AEP

Moderator: 

Pete English, Senior Vice President & General Manager - Medicare 

PEAR Health Labs  

Panelists: 

Larry Baca, Director, Medicare Sales, CA

Providence Health Plan

Cary Badger, Principal

HealthScape Advisors

Nikki Hungate, MS, MHA,

Health plan product strategy expert

Kortney Cruz, Vice President of Sales and Marketing 

Independence Blue Cross 

Track B - Member Engagement & Experience

Five Star Member Engagement and Retention

• Explore member engagement and retention techniques that work and are both low effort and high impact
• Consider proactive ways to identify risk areas and prevent member turnover
• Leverage and promote employee engagement to boost member retention and engagement

Jessica Vander Zanden, VP Operations 

Network Health 

Dwaine Compton, Manager Member Experience Performance and Quality 

Network Health 

Track C - Innovation Showcase

Case Study: How to go to Market in 2.5 Months (Without Going Crazy)

• Explore how one plan went to market in under 3 months, and the lessons they learned along the way
• Discover how to hit your marketing launch goals in a condensed time frame
• Learn best practices, strategies, and pitfalls other health systems looking to launch their own plans should watch out for

Maggie Mood, Vice President, Sales and Marketing

Mass Advantage

Maureen Grier, Marketing Director

Mass Advantage

Brian Bissell, Director of Strategic Operations 

Mass Advantage 

Track A - Plan Benefits and Design

Alternate Format Documents – Optimizing the Workflow Challenge

• Recognize why regulatory mandates to provide alternate formats—such as translations, braille, large print, and more—are hitting a critical point in 2023, as well as importance of alternate formats to STAR Ratings
• Discover how health plans can meet these requirements within the varied document production workflows they manage
• Discuss the best practices and effective solutions for efficient production workflows for alternate format documents

Moderator: 

Ken Gammon, SVP 

RRD Healthcare Solutions 

Panelists: 

Elena Romero-San, AVP, MA Marketing 

Brand New Day 

Central Health Plan 

Kim Leible, Associate VP, CRM Marketing 

Humana 

Dan Whiteside, PMP, Senior Manager, Operations  

Centene 

Steve Keca, Director of Solutions Development 

RRD Healthcare Solution 

Track B - Member Engagement & Experience

Inclusive Innovation: How to Improve Member Engagement and Reduce Disparities Through Accessible Product Design

• Discover approaches to designing for all members and why accessibility is critical for achievinghealth equity 
• Consider examples and lessons learned based on delivering care solutions for health plans and their members 
• Recognize specific considerations for the Medicare plan participants

Tamar Savir, Product Accessibility + Inclusion Program Lead 

Verily 

Nate Lucena, Chief Strategy & Analytics Officer 

Rex Wallace Consulting 

Track C - Innovation Showcase

Achieving Health Equity Through a Nonprofit Brokerage Model

• Explore the History of Kansas Assistance Network: From assisters to brokers
• Learn about maintaining the "Assister Model" as brokers and community trust
• Discuss the future of the Kansas Assistance Network

Molly Gotobed, Program Director

Kansas Assistance Network, LLC/Community Health Council of Wyandotte County

Track A - Plan Benefits and Design

The Health Care Professional Survivalist's Handbook for Navigating the New Healthcare Landscape

• Get an overview of the latest government initiatives and programs and what they mean for product design
• Connect with peers and gather tactics for navigating these new programs
• Leave with strategies for not only surviving but thriving in the new healthcare landscape

Shannon Decker, M.Ed., MBA, PhD, Principal 

VBC One 

Track B - Member Engagement & Experiene

Deep Dive: Optimize Experience and Engagement During Member Onboarding

• Envision what a great member experience could look like from enrolling through onboarding
• Discover how to maximize the first 90 days of the member journey
• Identify how to strategically integrate different functional areas (e.g., pharmacy, quality, medical services) to coordinate touchpoints and messaging, maximize good will, and set the stage for a positive member experience and optimized care

Jamee Sunga, Director of Product Operations 

Bloom 

Joe Kanatzar, Chief Growth Officer, Medicare 

Clear Spring Health 

Track C - Innovation Showcase

Be Authentically Local: Local Retail and Affinity Partnerships That Bring Value

• Increase customer engagement to better understand their needs
• Deliver a differentiated experience to the customer based on community presence
• Strengthen and reinforce brand positioning as a trusted health care advisor

Kortney Cruz, Vice President of Sales and Marketing 

Independence Blue Cross 

Tara Minissale, Supervisor Sales Support & Partnerships 

Independence Blue Cross