Fall Leadership Forum 2022

Event Overview

Agenda

Last updated October 26, 2022

 

AGENDA AT A GLANCE

Tuesday, NOVEMBER 1
6:00PM	Welcome Dinner
Wednesday, NOVEMBER 2
8:00	Breakfast
9:00	Welcome!
9:30	Coffee break
9:45	Live Podcast recording: The Cost of Care – How regional healthcare players are evolving their approach to whole person care
11:15	Case study from Presbyterian Health Plan: Embracing new ways of serving members that are more meaningful to them
12:30	Lunch
1:30	CEO Panel: Transformational shifts regional plans are making to stay close to their organizations’ missions
2:45	Break
3:15	Lightbulb moments: HPA execs share their best ideas
4:30	Sessions adjourn
6:00	Networking Dinner
Thursday, NOVEMBER 3
8:00	Breakfast
9:00	Keynote speaker: Dr. BJ Miller on charting a course to well-being together
10:00	Break
10:30	The Innovation Adoption Equation: Removing the guesswork
11:45	Lunch
12:45	Panel discussion: The long-term investments Alliance members are making to make DE&I a reality
1:45	Fireside chat: A new kind of “payvider” and how they’re reimagining patient experiences
2:45	Sessions adjourn
3:15	Board meeting
6:00	Networking Dinner
Friday, NOVEMBBER 4
7:00	Hosted breakfast

TUESDAY, NOVEMBER 1

6:00 PM

Welcome Dinner

 

WEDNESDAY, NOVEMBER 2

8:00 AM	Breakfast
9:00 AM	Welcome!	Joe Lastinger, President Health Plan Alliance   Coreen Dicus-Johnson, President & CEO Network Health Plan
9:30 AM	Coffee break
9:45 AM	Live Podcast recording: The Cost of Care – How regional healthcare players are evolving their approach to whole person care Fall Leadership Forum attendees will join a live recording of The Cost of Care, a podcast fromLemonada Media. Hosted by healthcare economist David Smith, The Cost of Care centers conversations with patients, medical experts, and policy makers to reveal how the wealthiest nation on earth ended up with one of the most expensive, worst-performing healthcare systems in the world and provide solutions to fix it, together. Join us at the Fall Leadership Forum for a live-recorded episode, featuring a panel of guests whose conversation will seek to elevate critical and important conversations with Alliance members in attendance.	David Smith, Founder Third Horizon Strategies   Leigh Caswell, Vice President Community Health Presbyterian Healthcare Services   Julie Myers, MD, MPH, Deputy Chief Medical Officer MetroPlus Health Plan
11:15 AM	Case study from Presbyterian Health Plan: Embracing new ways of serving members that are more meaningful to them Get inspired by Presbyterian’s efforts to improve their MA members’ experience by enhancing access to healthcare with a seamless, unified experience that combines in-person, digital and community engagement. At the center of this effort? The commitment to deepen even further the trusted relationship between Presbyterian and its MA members, plus the broader community. In this session, the VP of MA transformation, Tony Hernandez, shares the discovery work and due diligence already completed, provides an update on the program development and where Presbyterian is investing resources to deliver this exciting new experience for its members. Engage in exploratory conversation regarding how Presbyterian and other Alliance member plans are thinking about whole health and how they are improving the local communities’ access to services they want, when they want them, and how they want them.	Tony Hernandez VP, MA Transformation Presbyterian Health Plan Alex Carter Clinical Advisor for Innovation Presbyterian Health Plan
12:30 PM	Networking Lunch
1:30 PM	CEO Panel: Transformational shifts regional plans are making to stay close to their organizations’ missions Lean into a candid discussion with CEOs from Alliance member health plans across the country: How are we continuing to transform to serve our members, maintain strong partnerships, and deliver strong outcomes for all stakeholders? Every organization uniquely approaches these mandates, and our panel of CEOs shares their philosophy and priorities regarding these challenges. Together, we dig into the transformational shifts we’ve made in response to external pressures – from the global pandemic to market activity, member expectations and industry shifts.	Leanne Berge, CEO Community Health Plan of Washington   Greg McCarthy, CEO Denver Health Plan
2:45 PM	Break
3:15 PM	Lightbulb moments: HPA execs share their best ideas In this fast-paced, facilitated group ideation session, Alliance member health plan leaders share a “lightbulb moment” – a quick overview of their best tactics that have moved the needle on key initiatives. Examples may include effective provider partnership strategies; impactful outreach efforts that have engendered engagement among your member population; workforce management strategies that, once implemented, have improved satisfaction or retention; tactics that have radically reduced costs or managed risk, and more. Walk away with a collection of new ideas to take back to your teams. From Network Health Plan: Learn how a health reimbursement arrangement can be a recruitment and retention tool for employees, lower health plan costs and be a new source of income for health systems. Network Health shares its four-year story and Catilize Health joins the discussion, sharing examples of over a decade of savings. From Geisinger Health Plan: Geisinger has jointly developed a program with Geisinger Clinic (Geisinger’s multi-specialty physician group practice) regarding Medicare Advantage for the Clinic’s Medicare patients. The program is intended to educate the Clinic’s Medicare patients about Medicare Advantage in general and provide them with an opportunity to connect with GHP to learn more about GHP’s Medicare Advantage products.  The program has been embedded into the workflows at Clinic practice sites and has been well received by patients. Collaboration with affiliated provider clinics regarding Medicare Advantage can be very positive but must take into account compliance requirements and substantial work with and buy-in from physicians, nurses and clinic staff. About the Health Plan Board Structure and Compensation Survey: The survey, conducted mid-year 2022, captures current health plan board size, configuration, member sourcing, standing committees, term limits, and compensation structure. In addition, the survey explores how plan boards integrate with their system board, priority areas of focus, and training, resources, and support.	Coreen Dicus-Johnson President & CEO Network Health Plan Craig Lack President Catilize Health Dave Weader Associate Chief Legal & Regulatory Affairs Officer Geisinger Health Plan Joe Lastinger President Health Plan Alliance Jennifer Bosley Director, Learning & Collaboration Health Plan Alliance
4:30 PM	Sessions adjourn
6:00PM	Networking dinner

THURSDAY, NOVEMBER 3

 

8:00 AM	Breakfast
9:00 AM	Keynote: Charting a course to well-being together Dr. BJ Miller is an expert on palliative and end of life care. He is an advocate for a healthcare system that minimizes unnecessary suffering and maximizes quality of life. His first book,The Beginner’s Guide to the End: Practical Advice for Living Life and Facing Death, is the first ever practical, comprehensive, and compassionate guide to dying — and living fully. An Assistant Clinical Professor of Medicine at the University of California San Francisco (UCSF), Dr. Miller is also an attending specialist for the Symptom Management Service of the UCSF Helen Diller Comprehensive Cancer Center, one of the country’s very first outpatient palliative care clinics. Among the various awards received, Dr. Miller won the William Osler Distinguished Teaching Award as well as the AAHPM/Project on Death in America Palliative Medicine Community Leadership Award.	BJ Miller, MD Author ofThe Beginner's Guide to the End: Practical Advice for Living Life and Facing Death
10:00 AM	Break
10:30 AM	The Innovation Adoption Equation: Removing the guesswork Our members are at the center of all we do but making that manifest in our innovation framework is easier said than done. “Innovation” as a function can quickly get stalled by other mission-critical needs (NSA and price transparency, anyone?). In this session, product innovation consultant Frances Cairns takes the audience on an exploration of an Aligned Innovation Framework that defines and productizes unmet customer needs, leading to greater engagement, satisfaction and outcomes. We’ll move through the four gates of this framework, from a readiness inventory and unmet need research through design and validation, and into the engineering and mapping that ultimately lead to a MVP, pilot testing, and eventually scale. Attendees will walk away with a fresh perspective on what it takes to truly embed innovation so that it delivers results as consistently as every other mission-critical element you need to leapfrog the competition and stay relevant to your stakeholders.	Frances Cairns Founder and CEO C\R Strategy Partners
11:45 AM	Networking Lunch
12:45 PM	Panel discussion: The long-term investments Alliance members are making to address diversity, equity and inclusion. Increasing diversity, equity and inclusion throughout a health plan supports and reflects the core values of an organization working to positively impact health care disparities and economic equity in the local community. During this conversation, we will focus on the creation and implementation of strategies addressing this important initiative, which also focuses on areas such as management of an organization’s workforce and leadership training, diverse supplier base, cultural competency programs, and community engagement.	Jaime González, DrPH, MSSW, MSHA  Chief Business Development Officer Health Plan Alliance Panelists: Elizabeth Priller, Director, Diversity, Equity, Inclusion, and Belonging Quartz Health Plan Lori Johnston President Paramount Health Plan Moderated by: Jackie Gonzalez, CEO J29 Associates
1:45 PM	Fireside chat: A new kind of “payvider” and how they’re reimagining patient experiences Engage in a candid conversation with this unique panel of well capitalized, risk bearing primary care organizations partnering with Alliance member plans (and their competitors) in value-based programs. Our panel shares their philosophy, business model and views of how healthcare will continue to evolve toward value, and how their relationships with providers and payors will evolve as well.	Joe Lastinger, President Health Plan Alliance   … leading a Fireside chat with DeLyle Manwaring Market President and Regional Vice President VillageMD Kevin Spencer, MD,  Chief Clinical Partner Agilon Health Oak Street
2:45 PM	Sessions adjourn
3:15 PM	Health Plan Alliance Board of Directors Meeting
6:00 PM	Networking dinner

FRIDAY, NOVEMBER 4

 

7:00 AM

Hosted breakfast

 

Venue

Bishop's Lodge

1297 Bishops Lodge Rd, Santa Fe, NM 87506 
P: 888.741.0480
Website

A legendary landmark, re-imagined: Situated on 317 secluded acres bordering Santa Fe National Forest and just minutes from downtown Santa Fe, Bishop's Lodge is a soulful retreat steeped in heritage.

Settled more than 150 years ago by Bishop Jean Baptiste Lamy, this iconic Santa Fe landmark is steeped in history and just completed a sensitive restoration to preserve its distinctive Southwestern heritage. Consider bringing your family with you! From exploring the trail rides to talking art with artists in residence, Santa Fe is a world of contrasts that beckons to be explored.

Activities available include:

• Ride and rope from Bishop’s Lodge Stables
• Mountain bike the Sangre de Cristo Mountain Range
• Explore miles of scenic hiking trails
• Express your creative spirit with al fresco art classes
• Find inspiration during a local art tour
• Embark on a fly fishing excursion
• Indulge in chocolate tasting, history and immersion
• Visit the Santa Fe Raptor Center
• Soar over the Taos by hot air balloon
• Gain an artful understanding of Native American life
• Get centered at the Spa and Turquesa Healing Arts Studio, a wellness retreat dedicated to physical and vibrational healing

The hotel and our room block is full
There are several options in downtown Santa Fe, a 10-minute drive to Bishop's Lodge click here for a map.

DRESS
Business casual attire is appropriate for the meeting.  Remember that the hotel meeting room temperatures vary, so we recommend that you layer clothing to be comfortable in case the room becomes either hot or cold.

GROUND TRANSPORTATION
Santa Fe Regional airport is 15 minutes away and is approximately $32-36 for Uber/Lyft. Albuquerque International airport is approximately an hour away and a $77-84 Uber/Lyft.  Valet parking is $15 a day and self parking is complimentary.  Click here for more details.  

SANTA FE WEATHER
View the latest weather forecast.

COVID Protocols

What to expect: Health and Safety Protocols

The Health Plan Alliance’s hallmark is the unique space we provide for our members and partners to come together and meaningfully connect around the challenges and opportunities your organizations navigate every day. The health and safety of every attendee is our top priority and we are implementing health and safety protocols for our in-person events aimed at protecting all participants. 

These protocols will be updated in response to ongoing guidance from CDC and local health authorities. If you have attended Alliance in-person meetings before, know this experience will be different in many ways – but also rest assured that we remain dedicated to creating unique opportunities to connect, learn and share with your colleagues from across the country.

Please review the Updated Safety protocols HERE. 

By registering to attend the event you agree and understand these specific risks noted below:

Liability Disclaimer and Release: COVID-19

The novel coronavirus, COVID-19, has been declared a worldwide pandemic.  COVID-19 is reported to be extremely contagious.  The exact methods of spread and contraction are unknown, but the virus is believed to spread from person-to-person, by contact with contaminated objects, and even possibly in the air.  People reportedly can be infected and show no symptoms yet still spread the disease.  COVID-19 is reported to cause serious illness and death. The Health Plan Alliance cannot prevent attendees from becoming exposed to, contracting, or spreading COVID-19 while attending a HPA event or activity.  Any in-person interaction may increase the risk of contracting or spreading COVID-19. 

I agree and understand these specific risks and nonetheless accept them in order to attend this HPA event.  These services are of such value to me that I accept the risk of being exposed to, contracting, and/or spreading COVID-19 in order to participate in person rather than arranging for an alternative method participating or not participating at all.  I further hereby forever release and waive all claims and rights against the Health Plan Alliance in connection with exposure, infection, and/or spread of COVID-19 related to utilizing their services or premises or interacting with their members.  I understand that this release and waiver means I give up my right to bring any claims including for personal injuries, death, disease, property losses, or any other loss that may be released and waived under applicable law, including, but not limited to, claims of negligence, and I understand that this release and waiver prevents me from seeking damages in any way against the Health Plan Alliance, whether such damages are known or unknown, foreseen or unforeseen, or that occur now or in the future. 

I understand that the Health Plan Alliance and the event venue will implement COVID-19 health and safety protocols that align with the most recent guidance released by the CDC and the local health authority.  These protocols will include details regarding code of conduct and safety measures (ie, wearing masks in public spaces, maintaining physical distance during sessions, etc) for all attendees. I understand I will be expected to adhere to these guidelines.

Documents

Attendees

Below is a list of all delegates registered to date for this event

• 
• Brad Arnold
• ALLIANCE GUEST
• Senior Director at Alvarez & Marsal Healthcare Industry Group

• 
• Becky Erbe
• ALLIANCE GUEST
• Chief Business Development Officer at hunterAI

• 
• Doris Stein
• ALLIANCE GUEST
• Managing Director at Alvarez & Marsal Healthcare Industry Group

• 
• Khuram Arif
• ALLIANCE MEMBER
• President at Western Health Advantage

• 
• Matthew Aug
• ALLIANCE MEMBER
• President at Cox HealthPlans

• 
• Leanne Berge
• ALLIANCE MEMBER
• Chief Executive Officer at Community Health Plan of Washington

• 
• Catherine Bird
• ALLIANCE MEMBER
• Chief Administrative and Diversity Officer at Health Partners Plans / Jefferson Health Plans (HPP/JHP)

• 
• Gerald Bradford
• ALLIANCE MEMBER
• Chief Financial Officer at Health Alliance Medical Plans

• 
• Bruce Butler
• ALLIANCE MEMBER
• Chief Executive Officer at Samaritan Health Plans

• 
• Alex Carter
• ALLIANCE MEMBER
• Clinical Advisor for Innovation at Presbyterian Health Plan

• 
• Leigh Caswell
• ALLIANCE MEMBER
• Vice President for Community Health at Presbyterian Healthcare Services at Presbyterian Health Plan

• 
• Coreen Dicus-Johnson
• ALLIANCE MEMBER
• President and CEO at Network Health

• 
• Erin Drinkwater
• ALLIANCE MEMBER
• Chief of Government Relations and Strategic Partnerships at MetroPlusHealth

• 
• William Epling
• ALLIANCE MEMBER
• President and Chief Executive Officer at SummaCare

• 
• Jon Griffith
• ALLIANCE MEMBER
• VP and Chief Operations Officer at SelectHealth

• 
• Melissa Hall
• ALLIANCE MEMBER
• Chief Operating Officer at Aspire Health Plan

• 
• Tony Hernandez
• ALLIANCE MEMBER
• Interim President at Presbyterian Health Plan

• 
• Brendan Hodges
• ALLIANCE MEMBER
• President/CEO at HealthTeam Advantage

• 
• James Holland
• ALLIANCE MEMBER
• President and CEO at Johns Hopkins Health Plans

• 
• Deanna Homer
• ALLIANCE MEMBER
• Chief Operations Officer at HealthTeam Advantage

• 
• Melissa Husband
• ALLIANCE MEMBER
• Chief of Staff at Neighborhood Health Plan of Rhode Island

• 
• Jeff Ingrum
• ALLIANCE MEMBER
• President and CEO at Baylor Scott & White Health Plan

• 
• Lori Johnston
• ALLIANCE MEMBER
• President at Paramount Health Care

• 
• Joleen Katula
• ALLIANCE MEMBER
• Interim Compliance Officer at HealthTeam Advantage

• 
• Zach Keeling
• ALLIANCE MEMBER
• CEO, Medical Associates Clinic & Health Plans at Medical Associates Health Plans

• 
• Patrick Koltz
• ALLIANCE MEMBER
• Chief Operations Officer at Prominence Health Plan

• 
• Nick Kraft
• ALLIANCE MEMBER
• SVP, Chief Growth Officer at Capital District Physicians' Health Plan (CDPHP)

• 
• Alan Lederman
• ALLIANCE MEMBER
• Chief Operating Officer at Community Health Plan of Washington

• 
• Kevin Lewis
• ALLIANCE MEMBER
• Chief Executive Officer at Community Health Options

• 
• Larry Loo
• ALLIANCE MEMBER
• Chief Executive Officer at CCHP

• 
• Garry Maisel
• ALLIANCE MEMBER
• Chief Executive Officer at Western Health Advantage

• 
• Peter Marino
• ALLIANCE MEMBER
• President and Chief Executive Officer at Neighborhood Health Plan of Rhode Island

• 
• Greg McCarthy
• ALLIANCE MEMBER
• CEO at Denver Health Medical Plan

• 
• Mark Mixer
• ALLIANCE MEMBER
• Chief Executive Officer at Alliant Health Plans

• 
• Jeff Myers
• ALLIANCE MEMBER
• President and CEO - Hamilton Health Care System at Alliant Health Plans

• 
• Julie Myers
• ALLIANCE MEMBER
• Deputy Chief Medical Officer at MetroPlusHealth

• 
• Elizabeth Priller
• ALLIANCE MEMBER
• Director, Diversity, Equity, Inclusion, and Belonging at Quartz Health Solutions

• 
• Cindy Ramos
• ALLIANCE MEMBER
• Health Care Investigator at MetroPlusHealth

• 
• Penny Ransom
• ALLIANCE MEMBER
• Chief Administrative Officer at Network Health

• 
• Amanda Reed
• ALLIANCE MEMBER
• Chief Strategy Officer at Alliant Health Plans

• 
• Craig Reich
• ALLIANCE MEMBER
• Chief Medical Officer at CCHP

• 
• Celeste Richards
• ALLIANCE MEMBER
• Chief Operating Officer at Alliant Health Plans

• 
• Rita Ruecker
• ALLIANCE MEMBER
• Chief Financial Officer at Western Health Advantage

• 
• Mike Treash
• ALLIANCE MEMBER
• SVP & COO at Health Alliance Plan (HAP)

• 
• Travis Turner
• ALLIANCE MEMBER
• SVP, CEO and CPHO at Mary Washington Health Plan

• 
• Ryan Ziemann
• ALLIANCE MEMBER
• Interim Chief Executive Officer and Chief Financial Officer at Piedmont Community Health Plan

• 
• Brian Fehlhaber
• PLATINUM SPONSOR
• Senior Vice President at Summit Re

• 
• Scott Machut, CPA, FLMI
• PLATINUM SPONSOR
• Vice President, Sales – Reinsurance and Provider Excess at Summit Re

• 
• Frances Cairns
• SPEAKER
• Founder and CEO at C\R Strategy Partners

• 
• Jackie Gonzalez
• SPEAKER
• CEO at J29 Associates

• 
• Craig Lack
• SPEAKER
• President at Catilize Health

• 
• DeLyle Manwaring
• SPEAKER
• Market President and Regional Vice President at Village Medical

• 
• BJ Miller
• SPEAKER
• Assistant Clinical Professor of Medicine and Author at University of California San Francisco

• 
• David Smith
• SPEAKER
• Founder at Third Horizons Strategies

• 
• Kevin Spencer, MD
• SPEAKER
• Chief Clinical Partner at Connected Senior Care

• 
• Alexei Beran
• SPONSOR
• Director of Sales at Tegria

• 
• Mark Davis
• SPONSOR
• Director, Health Plans at Rx Savings Solutions

• 
• Matt Dziedzic
• SPONSOR
• TriZetto Head of Markets at Cognizant

• 
• Jim Egan
• SPONSOR
• Vice President, Sales at WEX Health, Inc.

• 
• Michelle Elam
• SPONSOR
• Vice President, Business Development at Centauri Health Solutions

• 
• Tony Fortino
• SPONSOR
• VP, Sales at VirtualHealth

• 
• David Gallegos
• SPONSOR
• SVP Consulting Services at Optum Advisory

• 
• Julia Hu
• SPONSOR
• Chief Executive Officer at Lark Health

• 
• Glenn Licameli
• SPONSOR
• Vice President - Sales at Healthcare Fraud Shield

• 
• Steve McLeod
• SPONSOR
• SVP, Sales at Itiliti Health

• 
• Craig Penrose
• SPONSOR
• Consultant at Penrose Consulting, LLC

• 
• Benjamin Petitti
• SPONSOR
• VP Business Development at HealthHelp

• 
• Raghu Ramaya
• SPONSOR
• SVP of Revenue Growth at nirvanaHealth

• 
• Mike Sawyer
• SPONSOR
• Senior Vice President and Head of Solution Sales at Cotiviti, Inc.

• 
• Zach Schaefer
• SPONSOR
• VP Sales, Health Plan Market at Zelis Healthcare, LLC

• 
• Jay Scholes
• SPONSOR
• AVP, Sales at Veradigm

• 
• Roy Ziegler
• SPONSOR
• SVP, Go To Market at Rialtic

Speakers

• 
• Leanne Berge
  Chief Executive Officer at Community Health Plan of Washington
  click here for full people profile

• 
• Frances Cairns
  Founder and CEO at C\R Strategy Partners
  click here for full people profile

• 
• Alex Carter
  Clinical Advisor for Innovation at Presbyterian Health Plan
  click here for full people profile

• 
• Leigh Caswell
  Vice President for Community Health at Presbyterian Healthcare Services at Presbyterian Health Plan
  click here for full people profile

• 
• Coreen Dicus-Johnson
  President and CEO at Network Health
  click here for full people profile

• 
• Erin Drinkwater
  Chief of Government Relations and Strategic Partnerships at MetroPlusHealth
  click here for full people profile

• 
• Jackie Gonzalez
  CEO at J29 Associates
  click here for full people profile

• 
• Jaime Gonzalez
  Chief Business Development Officer at Health Plan Alliance
  click here for full people profile

• 
• Tony Hernandez
  Interim President at Presbyterian Health Plan
  click here for full people profile

• 
• James Holland
  President and CEO at Johns Hopkins Health Plans
  click here for full people profile

• 
• Lori Johnston
  President at Paramount Health Care
  click here for full people profile

• 
• Patrick Koltz
  Chief Operations Officer at Prominence Health Plan
  click here for full people profile

• 
• Craig Lack
  President at Catilize Health
  click here for full people profile

• 
• Joe Lastinger
  President at Health Plan Alliance
  click here for full people profile

• 
• DeLyle Manwaring
  Market President and Regional Vice President at Village Medical
  click here for full people profile

• 
• Greg McCarthy
  CEO at Denver Health Medical Plan
  click here for full people profile

• 
• BJ Miller
  Assistant Clinical Professor of Medicine and Author at University of California San Francisco
  click here for full people profile

• 
• Julie Myers
  Deputy Chief Medical Officer at MetroPlusHealth
  click here for full people profile

• 
• Elizabeth Priller
  Director, Diversity, Equity, Inclusion, and Belonging at Quartz Health Solutions
  click here for full people profile

• 
• David Smith
  Founder at Third Horizons Strategies
  click here for full people profile

• 
• Kevin Spencer, MD
  Chief Clinical Partner at Connected Senior Care
  click here for full people profile

• 
• Mike Treash
  SVP & COO at Health Alliance Plan (HAP)
  click here for full people profile