Agenda

SIIA’s Spring Exchange has been restructured and modernized for significantly more participation value. The program incorporates multiple “hot topic” open discussion sessions designed to encourage peer-to-peer dialogue and interaction, and a series of vendor solution showcases, which will allow more effective buyer-seller interaction. 

Monday, March 30, 2026

12:00 p.m. - 6:30 p.m.   Registration 
    Sponsored by:

4:30 p.m. - 6:30 p.m.
 
Welcome Reception
    Sponsored by:

Tuesday, March 31, 2026

7:00 a.m. - 6:00 p.m.   Registration 

7:00 a.m. - 8:30 a.m.
 
Networking Breakfast
    Sponsored by:

8:30 a.m. – 12:00 p.m.   Pathways to the C-Suite – Career Coaching Workshop
    This unique workshop-style session has been designed for rising self-insurance executives (director/vice president level) who have potential for top corporate leadership roles.  Participants will be divided into small groups and then matched with several of today’s top industry leaders for mini coaching sessions.  These match-ups will rotate throughout the morning.  The line-up of workshop leaders can be viewed here. Advance registration is required. Click here for more information.

9:00 a.m. - 10:00 a.m.
 
  Vendor Solution Showcase: Modernizing Network Evaluation & Pricing: Using Current Contract Rates to Drive Precision – presented by Deerhold, Ltd 
    Learn how Deerhold's PRIZM platform transforms provider network evaluations using price transparency data. The session focuses on how brokers, stop-loss carriers, and MGUs are moving beyond the use of outdated paid claim data to illustrate the most cost-efficient networks for self-funded clients and incorporating current network factors within underwriting manuals, via PRIZM Networks and PRIZM Impact (co-developed with Windsor Strategy Partners). For more information, click here.

Important Note: SIIA is providing the forum for these presentations, but does not endorse any product/service. Companies pay a fee to participate. 

10:00 a.m. - 10:30 a.m.   Networking Break

10:30 a.m. - 11:45 a.m.   Hot Topic Discussion: The Reality of Cost Containment Strategies
    Attendees are invited to participate as part of an informal, interactive discussion where they will have the opportunity to ask questions and/or share experiences related to various self-insured health plan cost containment strategies as they are implemented in the real world. NO formal presentations – just a room of your peers with a moderator to facilitate discussion.

MODERATOR
    
Christine Cooper, Esq.      
CEO
aequum, LLC

12:00 p.m. - 1:30 p.m.   Luncheon 
    Sponsored by:

1:30 p.m. - 2:30 p.m.
 
  Vendor Solution Showcase: Inside the Defense: Lessons from the Front Lines of the No Surprises Act - presented by aequum, LLC
    Join Christine Cooper for a discussion about the No Surprises Act Independent Dispute Resolution process. Drawing from real-world experience, Christine shares what is and isn’t working, evolving challenges, and how to navigate the process with confidence. For more information click here.

Important Note: SIIA is providing the forum for these presentations, but does not endorse any product/service. Companies pay a fee to participate.       

1:30 p.m. - 2:45 p.m.   Hot Top Discussion: Tricky Health Plan Coverage Decisions
    Attendees are invited to participate as part of an informal, interactive discussion where they will have the opportunity to ask questions and/or share experience on how health plan sponsors are navigating tricky coverage decisions involving such things as cell & gene therapy, infertility treatment, and specialty pharmaceuticals. No formal presentations – just a room of your peers with a moderator to facilitate discussion.

MODERATOR
    
Greg Arms
Senior Advisor
Frontline Healthcare Partners

2:45 p.m. - 3:15 p.m.   Networking Break

3:15 p.m. - 4:30 p.m.   Hot Topic Discussion: What is Happening with High Dollar Claims?
    Attendees are invited to participate as part of an informal, interactive discussion where they will have the opportunity to ask questions and/or share experience related to the rise of high-dollar claims impacting self-insured health plans and their risk transfer partners. NO formal presentations – just a room of your peers with a moderator to facilitate discussion.

MODERATOR
    
Theresa Galizia
SVP and Chief Underwriting Officer
Berkley Accident & Health

3:30 p.m. - 4:30 p.m.
 
  Vendor Solution Showcase: PBM Pricing Clarity - MedImpact OnePrice – presented by MedImpact
    MedImpact will showcase specific solutions designed to help health plans operate more efficiently and/or reduce costs. For more information click here.

Important Note: SIIA is providing the forum for these presentations, but does not endorse any product/service. Companies pay a fee to participate.       

4:30 p.m. - 6:00 p.m.   Networking Reception
    Sponsored by:

Wednesday, April 1, 2026

7:00 a.m. - 4:30 p.m.   Registration
    Sponsored by:

7:00 a.m. - 8:30 a.m.
 
Networking Breakfast
    Sponsored by:

8:30 a.m. - 12:00 p.m.   Conversations with Private Equity
    Many of the country’s leading private equity firms who specialize in the self-insurance marketplace will participate as part of a “speed-dating” session to allow for preliminary conversations with SIIA member companies who may benefit by such financial partnerships. Click here to view a listing of expected PE firms as well as participation criteria. Advance registration is required. 

9:00 a.m. - 10:00 a.m.
 
  Vendor Solution Showcase: Get in, stop lossers. We're going underwriting! – presented by Milliman
    Introducing Milliman’s whole-lifecycle stop loss underwriting suite. With or without claims experience, pricing a new group or renewal, Curv and MARA help avoid the pitfalls of underpricing risky groups or overpricing good ones. Learn how dedicated clinical teams add insight, instill confidence, and can help you win and keep more business.  For more information click here.    

Important Note: SIIA is providing the forum for these presentations, but does not endorse any product/service. Companies pay a fee to participate.      

10:00 a.m. - 10:30 a.m.   Networking Break

10:30 a.m. – 11:45 a.m.   Hot Topic Discussion: Provider Relationships 
    Attendees are invited to participate as part of an informal, interactive discussion where they will have the opportunity to ask questions and/or share experience on various health care provider arrangements, including direct primary care, RBP, PPOs, narrow networks and direct contracting NO formal presentations – just a room of your peers with a moderator to facilitate discussion.

MODERATOR
    
Blake Allison, FACHE
Chief Executive Officer   
Employers Health Network

12:00 p.m. - 1:30 p.m.   Luncheon
    Sponsored by:

1:30 p.m. - 2:30 p.m.   Vendor Solution Showcase: To Pend or Pay: The TPA Question – presented by Intellivo
    To pend or pay? The classic question facing TPAs and payers when it comes to recovering third party claims. The problem is that pending claims runs into friction with traditional subrogation, which is slow and relies on member outreach via questionnaires. Pending claims risks limiting reimbursement amounts and missing out on recoveries altogether. Intellivo's Recovery Intelligence replaces traditional methods and eliminates the need to gather information from members. For more information click here.  

Important Note: SIIA is providing the forum for these presentations, but does not endorse any product/service. Companies pay a fee to participate.      

1:30 p.m. - 2:45 p.m.   Hot Topic Discussion: Artificial Intelligence in the Self-Insurance Industry
    Attendees are invited to participate as part of an informal, interactive discussion where they will have the opportunity to ask questions and/or share experience on how AI is being utilized within the self-insurance industry.  NO formal presentations – just a room of your peers with a moderator to facilitate discussion.
 

MODERATOR

Simon Boehme
COO
BillingNav LLC

2:45 p.m. - 3:15 p.m.   Networking Break

3:00 p.m. - 4:30 p.m.   Women in SIIA Networking
    This private networking session is dedicated to fostering networking and engagement among the women making a difference in the self-insurance industry.
    Sponsored by:

3:15 p.m. - 4:30 p.m.   Hot Topic Discussion: Health Plan Fiduciary Issues
    Attendees are invited to participate as part of an informal, interactive discussion where they will have the opportunity to ask questions and/or share experience on fiduciary issues in the self-insurance industry. NO formal presentations – just a room of your peers with a moderator to facilitate discussion.
                

MODERATOR
   
Chris Condeluci, Esq.
Legal and Policy Counsel
SIIA

3:30 p.m. - 4:30 p.m.   Vendor Solution Showcase: Five Key Considerations for Choosing the Right AI Solution – and the Right AI Partner – presented by Gradient AI
    Are you using the right AI tool and the right AI partner? And are you maximizing your existing solution? 

Maximizing AI requires more than simply adopting AI point solutions in isolation. 
 
To really improve performance, you must move away from siloed processes and toward coordinated full-cycle workflows that align risk management across new business acquisition, population health management, and existing group renewals.
 
Whether you’re a stop loss carrier, MGA/MGU, captive, your challenge each year remains combating rising healthcare costs, battling the frequency of high-cost claims, all while striving to profitably grow your book of business. These obstacles have not changed from last year, but your strategy and which solutions you use and how need to be addressed and refined to reach your objectives in 2026. For more information click here.   

Important Note: SIIA is providing the forum for these presentations, but does not endorse any product/service. Companies pay a fee to participate.     

4:30 p.m.   Spring Exchange concludes

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