Log in/Register

Return to search

Fall Leadership Forum 2024

Event Date: 10/22/2024 - 10/25/2024

Event Overview


 

The strategic fundamentals regional payers must operationalize to survive and thrive

Our bi-annual leadership forums are designed specifically to support HPA member plan executive teams as they grapple with far-reaching challenges.  Join us for the Fall Leadership 2024 meeting, where we will delve into the most pressing issues and opportunities in the healthcare landscape. This year’s themes include a range of critical topics shaping the future of healthcare. We will examine the potential impacts of the upcoming election and legislative agenda on healthcare policies, the future of the Medicare Advantage (MA) program, and the implications of the realignment of provider-sponsored plans. Our keynotes will provide perspectives on some of the greatest challenges facing leaders today: transforming your business in the face of imminent disruption and understanding the latest advancements in healthcare AI.  Additionally, we will introduce new members and prospective guests, fostering valuable connections within our network. 

Featured speakers

Ron Brownstein
CNN Senior Political Analyst, Senior Editor for The Atlantic, Contributing Editor for National Journal 

Twice a finalist for the Pulitzer Prize, Brownstein was cited for “the clarity, consistency, and quality of his political reporting.” He writes weekly columns for both the Atlantic and CNN.com and also appears regularly in National Journal. A prolific and penetrating columnist, Brownstein is, as the Economist said, “one of America’s best political journalists,” and the Washington Post called him “one of the gold-plated names of political journalism who can still shape big-pictures conventional wisdom” and “who’s doing the job the way it should be done.” Exclusively represented by Leading Authorities speakers bureau, Brownstein has been called “the sharpest observer of American’s political divides” and “an exemplar of a better way,” in an acclaimed feature piece by The Washington Post, which recognized him for his focus on long-term patterns instead of daily gossip, as well as his understanding that politics isn’t just what happens in Washington. His speeches reflect the depth of his knowledge, making him one of the most trustworthy predictors of America’s future. 

Ethan Mollick
Associate Professor at the Wharton School of the University of Pennsylvania,

Ethan Mollick is an Associate Professor at the Wharton School of the University of Pennsylvania, where he studies and teaches innovation and entrepreneurship, and also examines the effects of artificial intelligence on work and education. His papers have been published in top journals and his book on AI, Co-Intelligence, is a New York Times bestseller. His research is highly cited by other academics, and has been covered by CNN, The Wall Street Journal, and other leading publications. In addition to his research and teaching, Ethan is the Co-Director of the Generative AI Lab at Wharton, which builds prototypes and conducts research to discover how AI can help humans thrive while mitigating risks. Prior to his time in academia, Ethan co-founded a startup company, and he advises numerous organizations. Mollick received his PhD and MBA from MIT’s Sloan School of Management and his bachelor’s degree from Harvard University.

 

 

Why attend

Investing the time to connect with your Alliance executive peers at our in-person Leadership Forums consistently pays huge dividends.  The 2024 Fall Forum will be no exception. Register now and secure your room before the room block sells out.  Participants will benefit from the following: 

  1. Gain exclusive access to proprietary content on the competitive landscape for use in your own environmental scans, strategic planning, and board engagement.

  2. Move beyond superficial discussions with the help of carefully crafted sessions and spaces that connect you with your Alliance network of executive peers.

  3. Hear real-world examples of how organizations like yours are seeking to operationalize the strategic fundamentals necessary to meet organizational goals.

  4. Get a timely update from HPA leadership on the organization's 2025 operational plan and key strategic milestones, plus share feedback and provide guidance and insight at the Fall Board Meeting (our board meetings are always open to Alliance member health plan attendees). 



Who should attend

The 2024 Fall Leadership Forum is designed as an executive retreat for Alliance member plan CEOs and their top leadership teams. Executives with responsibility for developing, evolving, and communicating your organization’s strategic plan and key milestones and objectives will find this event particularly useful.  We suggest Alliance health plan leaders in the following roles join us!

  • Chief executive officer
  • Chief medical officer/medical director
  • Chief operating officer
  • Chief financial officer
  • Other C-level executives, particularly those with responsibility for strategy development and execution

  

 

Sponsors

Thank you to our event sponsors


Platinum


Gold


Silver


Bronze


Sponsor

 

Plan Your Trip

The Lodge at Sonoma
1325 Broadway 
Sonoma, CA 95476
707.935.6600

 

The hotel is sold out!

There are a few options nearby or in Napa or Petaluma which is a 20-minute drive from the Lodge at Sonoma. A few examples of what is nearby El Pueblo Inn in Sonoma or Fairmont Sonoma Mission Inn & Spa.
In Napa - Meritage Resort and Spa or Napa Valley Marriott or The Westin Verasa Napa

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
Rental car from Enterprise Sacramento is approximately $70 a day. Click here for more details.

SONOMA WEATHER
View the latest weather forecast.
Sponsors

Thank you to our event sponsors


Platinum


Gold


Silver


Bronze


Sponsor

Agenda
10/22/2024 6:00 PM - 8:00 PM
Networking Reception: The Stone Building
Join us for a light meal and drinks!
10/23/2024 7:30 AM - 8:30 AM
Networking Breakfast
10/23/2024 8:30 AM - 9:15 AM
Welcome & Strategic Insights

Immerse yourself in the latest strategic insights from HPA President Joe Lastinger. This session provides crucial updates on the Health Plan Alliance's initiatives and industry insights. We'll also preview upcoming agendas, introduce new members to the Alliance, and extend a warm welcome to guests and prospective members. Strengthen your community ties and stay informed on the collaborative efforts propelling our strategic goals forward.

Speaker:
Joe Lastinger, HPA President
10/23/2024 9:15 AM - 10:45 AM
Keynote, Future Outlook: Dynamics at Federal and State Levels

Uncover the nuances of the evolving healthcare policy landscape in this dynamic session. We'll navigate the current political climate, spotlighting significant healthcare policies and recent legislative changes. Analyze potential election outcomes and their impact on healthcare policy and explore how proposed policies could reshape health plan operations, reimbursement, regulatory compliance, and market dynamics. Stay ahead with insights that equip you to adapt and thrive in the ever-changing world of healthcare policy.

Speaker:
Ron Brownstein, CNN Senior Political Analyst, Senior Editor for The Atlantic, Contributing Editor for National Journal
10/23/2024 10:45 AM - 11:00 AM
Break & Book Signing
Rock Me on the Water by Ron Brownstein
10/23/2024 11:00 AM - 12:00 PM
Pharmacy State of the Union

The rising cost of prescription drugs is a pressing challenge for health plans across the country, demanding both strategic foresight and practical solutions. In this session, we will begin with a high-level overview of the current state of the industry, offering a practical analysis of key trends, emerging pressures, and the most critical areas demanding attention from health plans today. Following this industry snapshot, a representative from Evernorth will dive into a tangible example of how innovative solutions can help health plans manage the high-cost drug dilemma, showcasing what's available to support affordability and access. You'll leave with both a broad understanding of the landscape and a focused look at actionable strategies to address rising costs.

Speaker(s):
Will McHugh, President
PayerAlly

Tricia Pool, Managing Director, Sales and Account Management
Evernorth
10/23/2024 12:00 PM - 1:00 PM
Networking Lunch
10/23/2024 1:00 PM - 2:00 PM
Government-Sponsored Care: Winners and Losers - The Future of the MA Program

Dive into the future of government-sponsored care, with a special focus on the Medicare Advantage (MA) program. This session will examine recent policy shifts and market competition at both federal and state levels and their far-reaching implications. We’ll explore how these changes are influencing MA and Medicaid and steps to take to stay ahead. Gain valuable insights into how these transformations reshape health care delivery and what they mean for providers, payers, and beneficiaries.

Speaker:
John Gorman, Founder & Chairman
Nightingale Partners
10/23/2024 2:00 PM - 3:00 PM
Managing Risk Arrangements: Value-Based Payments (VBP) & Structuring Contracts for Longevity

Dive into the complexities of managing risk arrangements and structuring contracts for longevity with a focus on Value-Based Payments (VBP). This session will provide a comprehensive legal perspective on recent VBP lawsuits, offering insights into the legal landscape and the development of customer-centric VBP models. Gain a deeper understanding of how to navigate legal challenges and optimize your VBP contracts to enhance outcomes and ensure long-term success.

Speaker(s):
James Lucas, Senior Principal for Actuarial Consulting
Santiago Doria, Principal
Oliver Wyman
10/23/2024 3:00 PM - 3:15 PM
Time to refill your cup and stretch
10/23/2024 3:15 PM - 4:30 PM
The New Economics of Provider-Owned Plans

Navigate the new economics of provider-owned plans. This session addresses the economic tradeoffs between plans and systems, questioning whether the plan/system relationship needs to evolve and, if so, how.

Speaker:
Neal Batra, Principal
Deloitte Consulting
10/23/2024 6:00 PM - 8:00 PM
Dinner: Gloria Ferrer Winery
Meet in the lobby of the hotel to catch the bus at 5:30pm
10/24/2024 7:30 AM - 8:30 AM
Networking Breakfast
10/24/2024 8:30 AM - 9:00 AM
Welcome Back & Summer Challenge Awards

Speaker(s):
Joe Lastinger, HPA President
Nicole Fultz, HPA Director of Communications
10/24/2024 9:00 AM - 10:15 AM
Keynote - Dual Transformation: How to Reposition Today's Business While Creating the Future

Authors Scott Anthony and Andy Waldeck offer a practical and sustainable approach to one of the greatest challenges leaders face today: transforming your business amidst imminent disruption. Drawing from insights on Dual Transformation, Anthony and Andy will guide you through strategies to reposition your current business while simultaneously creating the future. This session promises actionable insights to help you navigate and thrive in a rapidly changing environment.

Speaker(s):
Scott Anthony, Innosight Strategic Advisor and Professor at Dartmouth College
Andy Waldeck, Innosight Global Managing Partner, and co-leader of Innosight’s healthcare practice
10/24/2024 10:15 AM - 10:45 AM
Break & Book Signing
Dual Transformation by Scott Anthony
10/24/2024 10:45 AM - 12:00 PM
Future Opportunities for AI: A Visionary Perspective

Join Ethan Mollick for an enlightening session on the future opportunities of artificial intelligence. As AI continues to evolve, Mollick will explore its transformative potential across various industries. Delve into the latest advancements, emerging trends, and innovative applications of AI that are set to redefine the business landscape. Gain valuable insights on how to leverage AI to drive growth, improve efficiency, and create competitive advantages. This session is designed to equip you with the knowledge and foresight needed to harness the power of AI in your organization.

Speaker:
Ethan Mollick, Innovation Expert & Artificial Intelligence Thought Leader; Professor of Entrepreneurship
The Wharton School
10/24/2024 12:00 PM - 1:00 PM
Networking Lunch
10/24/2024 1:00 PM - 2:15 PM
Embracing Tech Advancements: Operational Strategies with hunterAI, Ernst & Young, and Christiana Care

In this session, learn how ChristianaCare [Annual NPSR ~$2.9B], supported by hunterAI and EY, embarked on a multi-year journey to reinforce its financial foundation by strengthening annual cash flows and developing sustainable ways of working for their 15,000+ employees in order to execute its value-based care ambitions. Thus far the program has realized over $150M in sustainable margin improvement (cost savings and revenue growth) and is on track for an additional $40M this year. Hear directly from the leaders who developed and executed this program, as they share insights on how AI was integrated into the approach, accelerated insights into opportunities, and helped the business improve its processes. Moderated by Joe Lastinger, this session will offer practical strategies and real-world examples for driving cost efficiencies and leveraging AI-powered Financial Operations (AI FinOps) in order to achieve success.

Speaker(s):
Jeffrey Heenan-Jalil, CEO and Founder
Hunter Heenan-Jalil, Manager, Solutions Consulting
hunterAI

Bonnie Graham, Senior Vice President, Finance
ChristianaCare

Jason Rife, Managing Director
Ernst & Young, LLP
10/24/2024 6:00 PM - 8:00 PM
Dinner: Wit & Wisdom
10/25/2024 7:30 AM - 9:30 AM
Networking Breakfast at Benicia's Kitchen
at the hotel restaurant for those that have later flights
Documents
10/24/2024

Presentation: Embracing Tech Advancements
Learn how ChristianaCare [Annual NPSR ~$2.9B], supported by hunterAI and Ernst & Young, embarked on a multi-year journey to reinforce its financial foundation by strengthening annual cash flows and developing sustainable ways of working for their 15,000+ employees in order to execute its value-based care ambitions. Hear directly from the leaders who developed and executed this program, as they share insights on how AI was integrated into the approach, accelerated insights into opportunities, and helped the business improve its processes. Shared at the Fall Leadership Forum on October 24, 2024 in Sonoma, CA.

10/24/2024

Presentation: Driving Dual Transformation
Authors Scott Anthony and Andy Waldeck offer a practical and sustainable approach to one of the greatest challenges leaders face today: transforming your business amidst imminent disruption. Drawing from insights on Dual Transformation, Anthony and Andy will guide you through strategies to reposition your current business while simultaneously creating the future. Shared at the Fall Leadership Forum on October 24, 2024 in Sonoma, CA.

10/23/2024

Presentation: The New Economics of Provider-Owned Plans
Navigate the new economics of provider-owned plans. Neal Batra, Deloitte Consulting, addresses the economic tradeoffs between plans and systems, questioning whether the plan/system relationship needs to evolve and, if so, how. Shared at the Fall Leadership Forum on October 23, 2024 in Sonoma, CA.

10/23/2024

Presentation: The View from Washington on Medicare Advantage in 2025
Dive into the future of government-sponsored care, with a special focus on the Medicare Advantage (MA) program. John Gorman examines recent policy shifts and market competition at both federal and state levels and their far-reaching implications. Gain valuable insights into how these transformations reshape health care delivery and what they mean for providers, payers, and beneficiaries. Shared at the Fall Leadership Forum on October 23, 2024 in Sonoma, CA.

10/23/2024

Presentation: Medication Management Strategic Considerations
Will McHugh, President of PayerAlly, shares the latest pharmacy developments affecting healthcare. Delve into pharmacy contracting, biosimilar adoption and other major industry topics to help you stay ahead and optimize your strategy. Shared at the Fall Leadership Forum on October 23, 2024 in Sonoma, CA.

10/23/2024

Presentation: Future of Value-Based Care
Oliver Wyman provides a comprehensive legal perspective on recent VBP lawsuits, offering insights into the legal landscape and the development of customer-centric VBP models. Gain a deeper understanding of how to navigate legal challenges and dive into the complexities of managing risk arrangements and structuring contracts for longevity with a focus on Value-Based Payments (VBP). Shared at the Fall Leadership Forum on October 23, 2024 in Sonoma, CA.

Attendees

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

  • Cathy Eddy
  • ALLIANCE GUEST
  • Strategic Advisor at Consultant
  • Preethi Kannan
  • ALLIANCE GUEST
  • Senior Manager, Strategy at Deloitte Consulting
  • Rick Koven
  • ALLIANCE GUEST
  • Consultant at Health Plan Alliance
  • 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
  • Eric Cannon
  • ALLIANCE MEMBER
  • Chief Pharmacy Officer/General Manager at SelectHealth
  • Michelle Coberly
  • ALLIANCE MEMBER
  • Vice President, Medicare at University of Michigan Health Plan
  • Rocio Cortez
  • ALLIANCE MEMBER
  • Director of Population Health Management at CCHP
  • Alison Dunton
  • ALLIANCE MEMBER
  • Director of Practice Enhancement & Analytics at Aspire Health Plan
  • Shane Greene
  • ALLIANCE MEMBER
  • Senior Director of Health Plan Quality Operations at Care N' Care Insurance Company, Inc.
  • Melissa Hall
  • ALLIANCE MEMBER
  • Chief Operating Officer at Aspire Health Plan
  • Dominic Henriques
  • ALLIANCE MEMBER
  • Chief Development Officer at Prominence 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
  • Chris Jessen
  • ALLIANCE MEMBER
  • Chief Financial Officer at Avera Health Plans
  • John Johnson
  • ALLIANCE MEMBER
  • Chief Operations Officer at Presbyterian Health Plan
  • Joleen Katula
  • ALLIANCE MEMBER
  • Interim Compliance Officer at HealthTeam Advantage
  • Michael Lappin
  • ALLIANCE MEMBER
  • Chief Legal & Strategy Officer at Network Health
  • Donald Lawrence
  • ALLIANCE MEMBER
  • Chief Operating Officer at Ochsner Health Plan
  • Angela Lawson RN
  • ALLIANCE MEMBER
  • Manager Health Plan Quality at CHRISTUS Health Plan
  • Alan Lederman
  • ALLIANCE MEMBER
  • Chief Operating Officer at Community Health Plan of Washington
  • Kevin Lewis
  • ALLIANCE MEMBER
  • Chief Executive Officer at Community Health Options
  • Gregory Limon
  • ALLIANCE MEMBER
  • Vice President and Chief Administrative Officer at Sharp Health Plan
  • Mandi Longoria
  • ALLIANCE MEMBER
  • HEDIS Program Nurse Manager at CHRISTUS Health Plan
  • Larry Loo
  • ALLIANCE MEMBER
  • Chief Executive Officer at CCHP
  • Johanna Martinez
  • ALLIANCE MEMBER
  • VP of Performance Improvement at Prominence Health Plan
  • Christopher McTiernan
  • ALLIANCE MEMBER
  • Chief Operating Officer at Health Partners Plans / Jefferson Health Plans (HPP/JHP)
  • Michael Murphy
  • ALLIANCE MEMBER
  • President at Texas Children's Health Plan
  • Brian O'Grady
  • ALLIANCE MEMBER
  • President and Chief Executive Officer at Capital District Physicians' Health Plan (CDPHP)
  • Heather O'Toole
  • ALLIANCE MEMBER
  • Vice President and Chief Medical Officer at SelectHealth
  • Christina Ott
  • ALLIANCE MEMBER
  • Chief Growth Officer at Quartz Health Solutions
  • Penny Ransom
  • ALLIANCE MEMBER
  • Chief Administrative Officer at Network Health
  • Craig Reich
  • ALLIANCE MEMBER
  • Chief Medical Officer at CCHP
  • Laura Rosas
  • ALLIANCE MEMBER
  • Chief Executive Officer at Valley Health Plan
  • Christine Senty
  • ALLIANCE MEMBER
  • President and CEO at Quartz Health Solutions
  • Sandy Spitale
  • ALLIANCE MEMBER
  • Chief Clinical Officer at Ochsner Health Plan
  • Richard Swift
  • ALLIANCE MEMBER
  • President and CEO at Health New England
  • Cheryl Syke
  • ALLIANCE MEMBER
  • Chief HR Officer at Medical Associates Health Plans
  • Jared Thornburg
  • ALLIANCE MEMBER
  • Director, Stars & Quality Improvement at Ochsner Health Plan
  • Young Vu
  • ALLIANCE MEMBER
  • Business Information Security Officer - Health Plan at Sentara Health Plans
  • Mallory Willett
  • ALLIANCE MEMBER
  • Senior Analyst, Business Intelligence at Health Plan Alliance
  • Ruie Winters
  • ALLIANCE MEMBER
  • Sr. Director, Health Outcomes and Pharmacy at Denver Health Medical Plan
  • Keri Bloomer
  • ALLIANCE STAFF
  • Director of Operations at Health Plan Alliance
  • Jessica Boykins
  • ALLIANCE STAFF
  • Customer Experience Specialist at Health Plan Alliance
  • Nicole Fultz
  • ALLIANCE STAFF
  • Director, CX and Communications at Health Plan Alliance
  • Jaime Gonzalez
  • ALLIANCE STAFF
  • Chief Business Development Officer at Health Plan Alliance
  • Tori Shepherd
  • ALLIANCE STAFF
  • Program Services at Health Plan Alliance
  • Yuri Sung
  • ALLIANCE STAFF
  • Senior Specialist, Programming at Health Plan Alliance
  • Randy Baker
  • PLATINUM SPONSOR
  • Vice President, Sales at Summit Re
  • Ralph Borzillo
  • PLATINUM SPONSOR
  • VP, Aetna Payer Solutions at First Health Network
  • David Gallegos
  • PLATINUM SPONSOR
  • SVP Consulting Services at Optum Advisory
  • Andrew Howard
  • PLATINUM SPONSOR
  • National Sales Director at First Health Network
  • Will Lyon
  • PLATINUM SPONSOR
  • Solution Sales Executive II at Optum Advisory
  • Scott Anthony
  • SPEAKER
  • Innosight Strategic Advisor and Professor at Dartmouth College at Innosight
  • Neal Batra
  • SPEAKER
  • Principal at Deloitte Consulting
  • Ron Brownstein
  • SPEAKER
  • CNN Senior Political Analyst, Senior Editor for The Atlantic, Contributing Editor for National Journal at
  • Bonnie Graham
  • SPEAKER
  • Senior Vice President, Finance at ChristianaCare
  • James Lucas
  • SPEAKER
  • Senior Principal for Actuarial Consulting at Oliver Wyman
  • Ethan Mollick
  • SPEAKER
  • Innovation Expert & Artificial Intelligence Thought Leader; Professor of Entrepreneurship at The Wharton School
  • Tricia Pool
  • SPEAKER
  • Managing Director, Sales and Account Management at Evernorth
  • Jason Rife
  • SPEAKER
  • Managing Director at Ernst & Young, LLP
  • Andy Waldeck
  • SPEAKER
  • Innosight Global Managing Partner, and co-leader of Innosight’s healthcare practice at Innosight
  • Rebecca Ballou
  • SPONSOR
  • National Business Development Executive at Amplifon Hearing Health Care
  • Paul Baryski
  • SPONSOR
  • SVP Sales and Business Development at UST HealthProof
  • Ray Evans
  • SPONSOR
  • Vice President - Healthcare Sales at CoventBridge Group
  • Hilary Gilberg
  • SPONSOR
  • Program Operator at Secondwave Delivery Systems, LLC
  • Colin Hadican
  • SPONSOR
  • SVP - Buisness Development & Sales at Zelis Healthcare, LLC
  • Jeff Hancock
  • SPONSOR
  • Head of Business Development at Diagnostic Robotics
  • Jordan Hersh
  • SPONSOR
  • Senior Vice President, Channel Distribution at Valenz Health
  • David Lynch
  • SPONSOR
  • Senior Vice President, Growth & Business Development at Healthmine
  • Jackie Maynard
  • SPONSOR
  • Vice President Business Development at Toney Healthcare
  • Sean Murphy
  • SPONSOR
  • Partner, Client Success at Clearlink Partners
  • Marty Newton
  • SPONSOR
  • Vice President of TriZetto Portfolio Strategy at Cognizant
  • Shane Powers
  • SPONSOR
  • Vice President of Sales at AssureCare
  • Dan Rhodes
  • SPONSOR
  • Principal at Health Management Associates, Inc. (HMA)
  • Brian Roy
  • SPONSOR
  • Vice President of Sales at Zyter|TruCare
  • Mike Sawyer
  • SPONSOR
  • Senior Vice President and Head of Solution Sales at Cotiviti, Inc.
  • Josh Stern
  • SPONSOR
  • Chief Revenue Officer at Vatica Health
  • Brenda Thompson
  • SPONSOR
  • Chief Operating Officer at Birdsong Hearing Benefits, LLC
  • Heather Wakefield
  • SPONSOR
  • Regional Vice President, Health Plans at Rx Savings Solutions
  • Matt Weaver
  • SPONSOR
  • Senior Sales Director at Gradient AI
  • Jamie Wells
  • SPONSOR
  • Board Member at Secondwave Delivery Systems, LLC
  • David Williams
  • SPONSOR
  • Director, Enterprise Health Services at Podimetrics
  • Dan Wittner
  • SPONSOR
  • Senior Vice President at Sagility
Speakers