Spring Leadership Forum 2024
Event Date: 3/25/2024 - 3/28/2024
Event Overview
The strategic fundamentals regional payers must operationalize to survive and thrive
The 2024 Spring Leadership Forum takes the very best of the groundbreaking 2023 Fall Forum to the next level. Last October we focused on the major market actors, their motivations and challenges, and their trajectories. This Spring, top health plan executives convene in Dallas to dig into the implications of the market landscape—What strategic imperatives face health plan leaders in 2024 and beyond and how do we close the gap when it comes to execution? This agenda focuses on critical fundamentals for regional payer success in 2024 and beyond.
Featured speakers
Safi Bahcall
Author of the International Bestseller, Loonshots
Successful health plans must nurture both their existing lines of business and efforts to create new products in order to succeed. Get ready to be captivated by Safi Bahcall, as he challenges conventional wisdom on group behavior and reveals a surprising new approach to nurturing radical breakthroughs. Safi is a second-generation physicist, biotech entrepreneur, and former public-company CEO, bringing expertise in strategy and innovation to advise CEOs and leadership teams. He has delivered keynote presentations at industry conferences, investor events, leadership retreats, medical meetings, and leading academic institutions worldwide. Safi's book, Loonshots, translated into 21 languages, has been recognized as a best business book of the year by Amazon, Bloomberg, Financial Times, Forbes, Inc., the Washington Post, and more. Attendees will gain valuable insights from Safi on how provider-owned and community-focused plans can innovate, differentiate, and nurture their brands for growth and success.

Jonah Berger
Wharton Professor; World-Renowned Expert on Innovation and Change; Best-selling Author
Jonah Berger is a Marketing Professor at the Wharton School at the University of Pennsylvania, an internationally bestselling author, and a world-renowned expert on change management, influence, word of mouth, natural language processing, consumer behavior, and how products, ideas, and behaviors catch on. He has published over 50 articles in top-tier academic journals, teaches Wharton’s most popular online course, and popular accounts of his work often appear in places like The New York Times, Wall Street Journal, and Harvard Business Review. Over a million copies of his books, Contagious, Invisible Influence, and The Catalyst: How to Change Anyone’s Mind are in print in over 35 countries around the world. Berger often keynotes major conferences and events like SXSW and Cannes Lions, advises various early-stage companies, and consults for organizations like Apple, Google, Nike, Amazon, GE, 3M, and The Gates Foundation.
Nancy Wise
CEO, SpringStreet Exchange
Nancy, founder of Spring Street Exchange, will share the results of a comprehensive study on how provider sponsored health plans develop their near and long-term strategies. This study delves into various aspects such as inputs, stakeholder involvement, processes, and more, providing valuable insights for attendees. In addition to sharing the study findings, Nancy will lead a mini-workshop on connecting near and long-term strategies. Participants will have the opportunity to engage in hands-on activities and discussions, gaining practical knowledge on aligning their strategies for future success. Nancy's expertise and passion for preparing healthcare leaders for the future are evident in her work at Spring Street Exchange. With a focus on mission-aligned approaches, Nancy collaborates with leaders in developing enterprise strategies, working with boards and executives, and creating innovation labs. Her ability to bring structure to complex problems and her commitment to health equity and consumer-centric healthcare drive her work.
George Kalogeropoulos
CEO, HealthSherpa
Join George Kalogeropoulos, CEO of HealthSherpa, for an insightful session on attracting and enrolling members in ACA individual products. With over 6.1 million people securing affordable healthcare coverage through HealthSherpa's ACA enrollment platform, 32% of all ACA enrollment, HealthSherpa has built the most efficient and streamlined ACA Marketplace in the business. As experts who have worked closely with CMS, they possess deep knowledge of the ACA Marketplace's design and development. Gain insight from George on how to attract and enroll members in ACA individual products and unlock new possibilities for your business in the evolving healthcare landscape.
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Meeting highlights
- Competing effectively with “experience” as our core differentiator – how can regional payers maintain our edge when nationals are rapidly developing new capabilities and buying new relationships with more vertical integration?
- Across the country, HPA member plans are investing heavily in call center capabilities, up to and including investments in Artificial Intelligence to support employee efficiency and accuracy. What will be the call center of the future?
- Every provider-aligned health plan is feeling the pressure to get even closer to our provider owners and partners. How can we break down barriers faster and with lasting impact?
- HPA member plans share a critical bragging point: Very high employee engagement and satisfaction. We invest a great deal into our organizational cultures. How do we leverage that investment to empower high performing teams? Successfully translating strategy to execution means we can’t rely on individual heroes – accountability and alignment must be strong at every level of the organization.
- Networks … designing them, building and optimizing them, managing contract risk, overcoming new credentialing challenges, and executing smart strategies when it comes to wraps and more … is there a different approach to untangling this Gordian knot?
Why attend
Investing the time to connect with your Alliance executive peers at our in-person Leadership Forums consistently pays huge dividends. The 2024 Spring Forum will be no exception. Register now and secure your room before the room block sells out. Participants will benefit from the following:
- Gain exclusive access to proprietary content on the competitive landscape for use in your own environmental scans, strategic planning, and board engagement.
- Move beyond superficial discussions with the help of carefully crafted sessions and spaces that connect you with your Alliance network of executive peers.
- Hear real-world examples of how organizations like yours are seeking to operationalize the strategic fundamentals necessary to meet organizational goals.
- Get a timely update from HPA leadership on the organization's 2024 operational plan and key strategic milestones, plus share feedback and provide guidance and insight at the Spring Board Meeting (our board meetings are always open to Alliance member health plan attendees).
Who should attend
The 2024 Spring 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
Sponsors
Attendees
Below is a list of all delegates registered to date for this event
- Dennis Bolin
- ALLIANCE GUEST
- Consultant at Health Plan Alliance
- Jeff Fox
- ALLIANCE GUEST
- Operating Partner at Chicago Pacific Founders
- Jeffrey Heenan-Jalil
- ALLIANCE GUEST
- CEO and Founder at hunterAI
- Larry Leisure
- ALLIANCE GUEST
- Co-Founder and Co-Managing Partner at Chicago Pacific Founders
- Thomas Lundquist
- ALLIANCE GUEST
- Chief Executive Officer at HealthNEXT
- Kristin Rodriguez
- ALLIANCE GUEST
- Chief Strategy & Eperience Officer at Vitality Group
- Gayle Sirard
- ALLIANCE GUEST
- CEO at Allymar Health
- Khuram Arif
- ALLIANCE MEMBER
- President at Western Health Advantage
- Jami Berger
- ALLIANCE MEMBER
- Senior Vice President, Chief Clinical Officer at Quartz Health Solutions
- Jerry Bradford
- ALLIANCE MEMBER
- Chief Financial Officer at Health Alliance Medical Plans
- Jeff Butcher
- ALLIANCE MEMBER
- SVP, Treasurer and Chief Financial Officer at Quartz Health Solutions
- Bruce Butler
- ALLIANCE MEMBER
- Chief Executive Officer at Samaritan Health Plans
- Karen Carlson
- ALLIANCE MEMBER
- Chief Operating Officer at Neighborhood Health Plan of Rhode Island
- Julie Cerese
- ALLIANCE MEMBER
- Group SVP, Performance Management & National Networks at Vizient Inc.
- Teresa Chapman
- ALLIANCE MEMBER
- Chief People Officer at Santa Clara Family Health Plan
- Jennifer Chow
- ALLIANCE MEMBER
- Quality Manager at MetroPlusHealth
- Coreen Dicus-Johnson
- ALLIANCE MEMBER
- President and CEO at Network Health
- Jessica Dupont
- ALLIANCE MEMBER
- Vice President of Government Programs at Alliant Health Plans
- William Epling
- ALLIANCE MEMBER
- President and Chief Executive Officer at SummaCare
- Rosa Flores
- ALLIANCE MEMBER
- Executive Assistant at Texas Children's Health Plan
- Brad Garrigues
- ALLIANCE MEMBER
- Chief Growth Officer at Providence Health Plan
- Shane Greene
- ALLIANCE MEMBER
- Senior Director of Quality Operations at Care N' Care Insurance Company, Inc.
- Jon Griffith
- ALLIANCE MEMBER
- Chief Operations Officer at Select Health
- Brendan Hodges
- ALLIANCE MEMBER
- President/CEO at HealthTeam Advantage
- Deanna Homer
- ALLIANCE MEMBER
- Chief Operations Officer at HealthTeam Advantage
- Kamal Jemmoua
- ALLIANCE MEMBER
- Chief Executive Officer at Prominence Health Plan
- John Johnson
- ALLIANCE MEMBER
- Chief Operations Officer at Presbyterian Health Plan
- Zach Keeling
- ALLIANCE MEMBER
- CEO, Medical Associates Clinic & Health Plans at Medical Associates Health Plans
- Barb Koerperich
- ALLIANCE MEMBER
- Director of Health Care Services at Medical Associates Health Plans
- Patrick Koltz
- ALLIANCE MEMBER
- Chief Operating Officer at Prominence Health Plan
- Michelle Lang
- ALLIANCE MEMBER
- Vice President, Operations at CommunityCare
- Michael Lappin
- ALLIANCE MEMBER
- Chief Legal & Strategy Officer at Network Health
- 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
- Summer Lee
- ALLIANCE MEMBER
- Chief Financial Officer at Sharp Health Plan
- David Lemperle
- ALLIANCE MEMBER
- President and CEO at Avera Health Plans
- Karen Lenard
- ALLIANCE MEMBER
- Vice President, Behavioral Health at MetroPlusHealth
- Kathy Leonard
- ALLIANCE MEMBER
- Deputy CIO at MetroPlusHealth
- 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
- Stephanie Lobosco-Navarro
- ALLIANCE MEMBER
- SVP, Strategic Initiatives at Capital District Physicians' Health Plan (CDPHP)
- Mandi Longoria
- ALLIANCE MEMBER
- HEDIS Program Nurse Manager at CHRISTUS Health Plan
- Larry Loo
- ALLIANCE MEMBER
- Chief Executive Officer at CCHP
- Garry Maisel
- ALLIANCE MEMBER
- Chief Executive Officer at Western Health Advantage
- Erin Malone
- ALLIANCE MEMBER
- Sr. Director of Client and Provider Services at Alliant Health Plans
- Peter Marino
- ALLIANCE MEMBER
- President and Chief Executive Officer at Neighborhood Health Plan of Rhode Island
- Mark Mixer
- ALLIANCE MEMBER
- Chief Executive Officer at Alliant Health Plans
- Michael Murphy
- ALLIANCE MEMBER
- President at Texas Children's Health Plan
- Sean Noone
- ALLIANCE MEMBER
- Sr Director, Chief of Operations at Health New England
- Brian O'Grady
- ALLIANCE MEMBER
- President and Chief Executive Officer at Capital District Physicians' Health Plan (CDPHP)
- Jake Phillips
- ALLIANCE MEMBER
- Senior Director, Business Configuration & Analysis at Quartz Health Solutions
- Kerri Phipps
- ALLIANCE MEMBER
- Senior Director of Risk Adjustment at Alliant Health Plans
- Natalie Pirkola
- ALLIANCE MEMBER
- Vice President, Pharmacy and Population Health at Health Alliance Plan (HAP)
- Teresa Prevost
- ALLIANCE MEMBER
- Vice President, Contracting at Alliant Health Plans
- Jack Randolph
- ALLIANCE MEMBER
- Chief Executive Officer at MediGold
- Amanda Reed
- ALLIANCE MEMBER
- Chief Strategy Officer at Alliant Health Plans
- Celeste Richards
- ALLIANCE MEMBER
- Chief Operating Officer at Alliant Health Plans
- Blaire Richardson
- ALLIANCE MEMBER
- Corporate Quality Director at Western Health Advantage
- Lynee Robson
- ALLIANCE MEMBER
- Chief Financial Officer at Medical Associates Health Plans
- Kevin Ruedinger
- ALLIANCE MEMBER
- Director of Pharmacy at HealthTeam Advantage
- Hayley Skinner
- ALLIANCE MEMBER
- Director, Population Health Management at Capital District Physicians' Health Plan (CDPHP)
- Sandy Spitale
- ALLIANCE MEMBER
- Chief Clinical Officer at Ochsner Health Plan
- Leslie Sprites
- ALLIANCE MEMBER
- Senior Director of Claims at Alliant Health Plans
- James Troyer
- ALLIANCE MEMBER
- Director of Medical Management at Alliant Health Plans
- Andy Wheaton
- ALLIANCE MEMBER
- Director-Pharmacy Benefits at Network Health
- Trey White
- ALLIANCE MEMBER
- Chief Financial Officer at Alliant Health Plans
- Dave Zhang
- ALLIANCE MEMBER
- VP of IT at Alliant Health Plans
- Randy Baker
- PLATINUM SPONSOR
- Vice President, Sales at Summit Re
- David Gallegos
- PLATINUM SPONSOR
- SVP Consulting Services at Optum Advisory
- Safi Bahcall
- SPEAKER
- Entrepreneur and Author at
- Alexander Balmes
- SPEAKER
- VP, Actuarial at Optum Advisory
- Jonah Berger
- SPEAKER
- Wharton Professor; World-Renowned Expert on Innovation and Change; Best-selling Author at Wharton School
- Nolan Finley
- SPEAKER
- Co-host of One Detroit on Detroit Public Television and Editorial Page Editor at The News
- Stephen Henderson
- SPEAKER
- American Journalist and Executive Editor at BridgeDetroit
- George Kalogeropoulos
- SPEAKER
- CEO at HealthSherpa
- Nancy Wise
- SPEAKER
- President at Spring Street Exchange
- Denise Adamson
- SPONSOR
- Regional Vice President, Payer Access at Omada Health, Inc.
- Michael Bircher
- SPONSOR
- Director of Sales & Partnerships at Lucet
- Darren Bovie
- SPONSOR
- SVP, Health Plan Sales at MOBE
- Marc Bryant
- SPONSOR
- SVP, Healthcare Solutions at Softheon
- David Clickner
- SPONSOR
- VP Sales at Beacon Healthcare Systems
- Ray Evans
- SPONSOR
- Vice President - Healthcare Sales at CoventBridge Group
- Jordan Hersh
- SPONSOR
- EVP, Channel Distribution at Valenz Health
- Glenn Licameli
- SPONSOR
- Vice President - Sales at Healthcare Fraud Shield
- Tanya Little
- SPONSOR
- Chief Commercial Officer at Vitality Group
- Ronald Lopez
- SPONSOR
- Chief Medical Officer at WNS-HealthHelp
- Kevin Maher
- SPONSOR
- Vice President, Client Success at Clearlink Partners
- Brian Marsella
- SPONSOR
- President at PayMedix
- Jackie Maynard
- SPONSOR
- Vice President Business Development at Toney Healthcare
- Steve McLeod
- SPONSOR
- SVP, Sales at Itiliti Health
- Jake Mead
- SPONSOR
- Vice President of Sales at NationsBenefits
- Ashwin Patel
- SPONSOR
- Chief Medical Officer at Pyx Health
- Sue Powers
- SPONSOR
- Chief Growth Officer at VirtualHealth
- Wesley Sanders
- SPONSOR
- Fractional CFO at HealthSherpa
- Mike Sawyer
- SPONSOR
- Senior Vice President, Chief Sales Officer at Cotiviti, Inc.
- Zach Schaefer
- SPONSOR
- VP Sales, Health Plan Market at Zelis Healthcare, LLC
- Erich Schatzlein
- SPONSOR
- VP, Sales at Clarity Software Solutions
- Jill Singletary
- SPONSOR
- Director Sales, Administrative Services at UST HealthProof
- Brigid Turrittin
- SPONSOR
- Vice President Sales at Tegria
- Peter Urbain
- SPONSOR
- Senior Vice President at Simplify Healthcare
- Dan Wittner
- SPONSOR
- Senior Vice President - Head of Sales at Sagility