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LEADERSHIP FORUM: Fall 2025
Event Date: 10/28/2025 - 10/31/2025
Event Overview
10/28/2025 - 10/31/2025
Tennessee
Participation is limited to Health Plan Alliance members and invited guests

Join us at the Annual Fall Forum, a space for executive leaders to come together for candid discussions, peer collaboration, and fresh insights on the evolving healthcare landscape. This exclusive gathering offers a unique opportunity to connect with industry experts, explore emerging trends, and exchange strategies for navigating today’s challenges and opportunities.
Through interactive sessions, executive panels, and networking, you will gain valuable perspectives on key issues shaping the future of healthcare. Whether you want to share best practices, uncover new solutions, or strengthen partnerships, the Fall Forum provides a dynamic space for meaningful dialogue and actionable takeaways.
Who Should Attend
Chief Executive Officers, Chief Medical Officer/Medical Directors, Chief Operating Officers, Chief Financial Officers, C-Level leaders responsible for strategic planning, innovation, and organizational execution won't want to miss this meeting.
Why Attend
- High-Impact Conversations: Connect and build lasting relationships with fellow C-Suite leaders in an exclusive environment designed for transformative dialogue that drives industry change.
- Future-Focused Strategies: Engage with peer executives on emerging trends and strategic opportunities, shaping innovative approaches to healthcare's most pressing challenges.
- Executive Networking: Develop meaningful relationships with health plan leaders from across the nation in a confidential setting that fosters authentic connection and collaboration.
- Strategic Alignment: Stay directly connected to Alliance's strategic direction through integrated Board meetings and key organizational updates, ensuring your voice shapes our collective future.
- Included with Your Membership: While similar industry events cost thousands, this powerful networking opportunity is included in your membership—giving you unparalleled access to meaningful collaboration with regional, provider-sponsored, and independent health plan leaders.
Look Back
Discover the insights shared at our last meeting that continue to influence thinking across the Alliance.
Sponsors
Agenda
10/28/2025 8:30 AM - 4:30 PM | |
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Executive Leadership Institute Workshop (Invite Only) This workshop is exclusively for participants of the 2025–2026 Executive Leadership Institute. The program begins at the Fall Leadership Forum 2025 with a full-day workshop. During this session, participants will:
FLF25 provides the perfect backdrop for a week of continued learning and executive networking for program participants. |
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10/28/2025 6:00 PM - 8:00 PM | |
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Reception: Tuesday
What's on the menu
Poke Party Station: sushi rice, seaweed salad, shelled edamame, diced pineapple, sliced fresno peppers, pickled red onions, chopped scallions, tobiko, sesame seeds, tempura flakes, soy sauce, sriracha, wasabi aioli, diced ahi tuna, citrus poached shrimp Vegan Station: quinoa, brown rice, grilled tofu, roasted chickpeas, roasted root veggies (carrots, sweet potatoes, parsnips, red onion, brussel sprouts) fresh veggies - tomatoes, cucumber, tri colored bell peppers |
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10/29/2025 7:30 AM - 8:30 AM | |
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Networking Breakfast
What's on the menu
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10/29/2025 8:30 AM - 9:15 AM | |
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Welcome & Strategic Insights Joe Lastinger, HPA President |
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10/29/2025 9:15 AM - 10:45 AM | |
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Keynote: The Provider-Payer Nexus: What's Broken, What's Changing, and What Comes Next Tensions between health plans and providers are making headlines—from arbitration disputes and prior auth friction to growing advocacy efforts on both sides. But beneath the headlines are deeper structural questions about trust, accountability, and collaboration. In this session, a national physician leader, a former plan executive, and a veteran health policy journalist explore what’s driving these dynamics—and where there’s potential for alignment. Are new policies fostering fairness or deepening divides? What would it take to rebuild trust across the table? And how can plans and providers reimagine their partnerships in ways that work better for patients and frontline care teams alike? Speaker(s): Dr. Jesse Ehrenfeld, President American Medical Association |
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10/29/2025 10:45 AM - 11:00 AM | |
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Time to refill your cup and stretch Snacks: Kind Bars and Chef A's Peanut Butter Protein Bombs |
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10/29/2025 11:00 AM - 12:00 PM | |
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Earning the Business: What You Need to Know About Today’s Employer Expectations Whether you're doubling down on commercial or exploring it more seriously after scaling back in other markets, understanding employer needs has never been more critical. This session explores how benefit strategies are shifting, what’s really driving employer decisions, and where health plans—especially those that are regional or provider-sponsored—can find competitive footing. Are ICHRAs gaining meaningful traction? How much influence do brokers really have? And what are employers tired of hearing from plans? We’ll break down what it takes to win (or keep) employer business in today’s climate—and how plans can better align their offerings in a market where scale, flexibility, and clarity matter more than ever. Speaker(s): Tracy Watts, Senior Partner Mercer |
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10/29/2025 12:00 PM - 1:00 PM | |
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Networking Lunch
What's on the menu
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10/29/2025 1:00 PM - 2:00 PM | |
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What’s Next for Value-Based Payment After years of mixed results, value-based care seemed to lose its place on the hospital agenda. But value-based payments are gaining steam with payers, and combined with shifting market pressures, tighter margins, and new policy levers may be prompting a second look or may be left behind. Is VBC making its way back into hospital strategies—and if so, what’s different this time? In this conversation, François de Brantes will explore the signals that VBC is regaining traction, the obstacles that remain, and what it would take for these models to succeed where earlier efforts fell short. Speaker(s): François de Brantes, EVP Payment Innovation and Network Performance XO Health
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10/29/2025 2:00 PM - 3:00 PM | |
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Provider-Sponsored Plans: Insights from the HealthScape National Study What sets high-performing provider-sponsored health plans apart—and where are others struggling to gain traction? In this session, HealthScape Advisors (A Chartis Company) shares early findings from a new research initiative conducted with direct participation from Alliance member plans. Through confidential interviews with executives this study explores the evolving business models, operating dynamics, and growth strategies shaping the future of PSHPs. Hear aggregated insights on what’s working, where tensions persist, and what capabilities will be most critical for long-term sustainability. Whether you're looking to benchmark your own model or reframe your growth strategy, this session delivers a timely pulse on how provider-sponsored plans are positioning themselves for the future. Speaker(s): Alexis Levy, Managing Director HealthScape Advisors, LLC
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10/29/2025 3:00 PM - 3:15 PM | |
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Time to refill your cup and stretch Snack time: Red pepper hummus, guacamole, pimento cheese dip, grilled pita, tortilla chips and kettle chips |
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10/29/2025 3:15 PM - 4:30 PM | |
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Executive Only Session: Exploring Synergies and Shared Challenges As the day winds down, we’ll shift into peer-to-peer conversations designed to surface insights that don’t always come out in larger sessions. Executives will break into small groups for candid discussions. Speaker(s): Joe Lastinger, President HPA
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10/29/2025 6:00 PM - 8:00 PM | |
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Dinner: Wednesday - The Iberian Pig What's on the menu
The restaurant will accommodate those with food allergies. |
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10/30/2025 7:30 AM - 8:30 AM | |
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Networking Breakfast What's on the menu
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10/30/2025 8:30 AM - 9:00 AM | |
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Welcome Back Joe Lastinger, HPA President |
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10/30/2025 9:00 AM - 10:00 AM | |
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Keynote: Small Plan Outlook: What the Regulatory Landscape Means for Market Viability Health policy expert Katie Keith breaks down what’s in, what’s out, and what small and mid-sized players should be watching. From marketplace rules and subsidy cliffs to Medicaid eligibility redeterminations, we’ll examine the shifting headwinds and how they’re playing across markets. Speaker(s): Katie Keith, Director Health Policy and Law O'Neil Institute, Georgetown Law
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10/30/2025 10:00 AM - 10:15 AM | |
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Time to refill your cup and stretch Snack time: Kind bars and Chef A's Peanut Butter Protein Bombs |
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10/30/2025 10:15 AM - 11:15 AM | |
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Inside the ACA Market: Trends, Pressures, and What’s Next The ACA exchanges continue to evolve, bringing both opportunity and uncertainty for health plans. In this session, we’ll take a clear-eyed look at what’s happening in the market today—and what to expect over the next one, two, and three years. We’ll explore the factors shaping profitability, from enrollment dynamics to competitive pressures, and examine how fraud is impacting performance. The discussion will also highlight emerging models, start-ups, and other innovations worth watching. Speaker(s): Ari Gottlieb, Founder and Principal A2 Strategy Julian Levin, Principal PwC
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10/30/2025 11:15 AM - 12:00 PM | |
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AI Accelerator Update: Progress and What’s Ahead The Health Plan Alliance AI Accelerator is moving along—and already surfacing important insights for member plans. In this mini-update, Frances Cairns, who is leading the initiative, will share progress to date, early learnings, and the strategic direction for the work ahead. Speaker(s): Chris Shipley, Partner C/R Strategy Partners
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10/30/2025 12:00 PM - 1:00 PM | |
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Networking Lunch
What's on the menu
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10/30/2025 1:00 PM - 2:00 PM | |
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Payer/Provider Collaboration: Technology as the Bridge Technology is increasingly at the center of payer–provider collaboration, shaping how health plans and health systems share data, streamline workflows, and align on patient care. From payer platforms to provider-facing tools, organizations are facing new decisions about which solutions to adopt, how to integrate them, and where to start. In this session, we’ll look at the current market landscape and explore how technology is becoming a critical connector between plans and providers. As part of this dialogue, we’ll focus on Epic—one of the most prominent examples of how provider technology platforms are extending into payer operations. We’ll discuss how health plans are responding to Epic’s payer products, what the “right” mix of applications looks like, and how these decisions shape long-term collaboration strategies. Speaker(s):
Brigid Turrittin, VP Sales
Tegria
Stephanie Ngo, Managing Director, Payer
Tegria
Alan Lederman, COO
Community Health Plan of Washington
Coreen Dicus-Johnson, President & CEO
Network Health
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10/30/2025 2:15 PM - 2:30 PM | |
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Time to refill your cup and stretch Snack time: Nutty trail mix, pretzel twists, dried fruits, m&ms, peanut butter chips, dried coconut |
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10/30/2025 6:00 PM - 8:00 PM | |
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Dinner: Thursday - Adele's |
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10/31/2025 7:45 AM - 9:30 AM | |
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Networking Breakfast - Commons Club Kitchen and Bar For those with later flights, meet in the hotel restaurant for a come and go breakfast. |
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Attendees
Below is a list of all delegates registered to date for this event

- David Smith
- ALLIANCE GUEST
- Founder and CEO at Third Horizons Strategies

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

- Jim Beiermann
- ALLIANCE MEMBER
- CFO at CHRISTUS Health Plan

- Kiran Biring
- ALLIANCE MEMBER
- Chief Pharmacy Officer at Western Health Advantage

- Dennis Bolin
- ALLIANCE MEMBER
- Consultant at Health Plan Alliance

- Jerry Bradford
- ALLIANCE MEMBER
- Chief Financial Officer at Health Alliance Medical Plans
- Stephen Bush
- ALLIANCE MEMBER
- CFO at Baylor Scott and White Health Plan

- Michael Byrd
- ALLIANCE MEMBER
- President and Chief Executive Officer at Sharp Health Plan

- Luca Capicchioni
- ALLIANCE MEMBER
- Director, System Value Based Care at Health Alliance Plan (HAP)

- Stacy Chalupsky
- ALLIANCE MEMBER
- Chief Operations Officer at Avera Health Plans

- Erwin Cho
- ALLIANCE MEMBER
- Chief Consumer Officer at Presbyterian Health Plan

- Tom Dewey
- ALLIANCE MEMBER
- Executive Vice President, Chief Corporate Operations Officer at Medical Mutual

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

- Regena Frieden
- ALLIANCE MEMBER
- Chief Administrative Officer at Providence Health Plan

- Rick Heron
- ALLIANCE MEMBER
- Chief Experience Officer at Western Health Advantage

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

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

- 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

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

- Michael Lappin
- ALLIANCE MEMBER
- Chief Legal & Strategy Officer at Network Health

- 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

- Bethany McAleer
- ALLIANCE MEMBER
- Chief Actuary at Johns Hopkins Health Plans

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

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

- Michael Murphy
- ALLIANCE MEMBER
- President at Texas Children's Health Plan

- Brian Ollech
- ALLIANCE MEMBER
- Chief Financial Officer at Network Health

- Christina Ott
- ALLIANCE MEMBER
- Chief Strategy Officer at Quartz Health Solutions

- Kristin Poth
- ALLIANCE MEMBER
- AVP, Health Services at Johns Hopkins Health Plans

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

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

- Kristin Russell
- ALLIANCE MEMBER
- Chief Medical Officer at Neighborhood Health Plan of Rhode Island

- Gordon Salm
- ALLIANCE MEMBER
- Outside Board Member at Health Plan Alliance

- Mallory Sheth
- ALLIANCE MEMBER
- Chief Strategy Officer at Sharp Health Plan

- Josiah Sutton
- ALLIANCE MEMBER
- President & Chief Executive Officer at CommunityCare

- Michael Truesdale
- ALLIANCE MEMBER
- VP, Chief Accounting Officer at Sentara Health Plans

- Tracy Vadeboncoeur
- ALLIANCE MEMBER
- Director of Behavioral Health at Neighborhood Health Plan of Rhode Island

- Jessica Vander Zanden
- ALLIANCE MEMBER
- SVP Operations at Network Health

- David Vis
- ALLIANCE MEMBER
- VP, Chief Financial Officer at MediGold

- Robert Waterhouse
- ALLIANCE MEMBER
- Chief Medical Officer at Baylor Scott and White Health Plan

- Marianne White
- ALLIANCE MEMBER
- AVP, Claims Operations at Select Health

- Ashley Wise
- ALLIANCE MEMBER
- VP Finance at Providence Health Plan

- Ryan Ziemann
- ALLIANCE MEMBER
- Chief Financial Officer at CommunityCare

- Allison Ashcraft
- ALLIANCE STAFF
- Operations Specialist at Health Plan Alliance

- Aleena Bilal
- ALLIANCE STAFF
- Information Systems Specialist at Health Plan Alliance

- Keri Bloomer
- ALLIANCE STAFF
- Director of Operations at Health Plan Alliance

- Jessica Boykins
- ALLIANCE STAFF
- Business Relationship Specialist at Health Plan Alliance

- Shawna Dandridge
- ALLIANCE STAFF
- Chief Program and Strategy Officer at Health Plan Alliance

- Cami Ellsworth
- ALLIANCE STAFF
- Executive Assistant at Health Plan Alliance

- Nicole Fultz
- ALLIANCE STAFF
- Chief Membership Officer at Health Plan Alliance

- Jaime Gonzalez
- ALLIANCE STAFF
- Chief Business Development Officer at Health Plan Alliance

- Joe Lastinger
- ALLIANCE STAFF
- President at Health Plan Alliance

- Tori Shepherd
- ALLIANCE STAFF
- Program Services at Health Plan Alliance
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- Yuri Sung
- ALLIANCE STAFF
- Senior Specialist, Program & Strategy at Health Plan Alliance

- Mallory Willett
- ALLIANCE STAFF
- Senior Analyst, Business Intelligence at Health Plan Alliance

- Randy Baker
- PLATINUM SPONSOR
- Vice President, Sales at Summit Re
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- Ralph Borzillo
- PLATINUM SPONSOR
- VP, Aetna Payer Solutions at First Health Network

- Adrienne Cleary
- PLATINUM SPONSOR
- Vice President of Business Development at Avalon Healthcare Solutions

- Rourke Day
- PLATINUM SPONSOR
- Director, Growth Planning at Avalon Healthcare Solutions

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

- Kristina (Tina) Ortega
- PLATINUM SPONSOR
- VP, Sales at First Health Network

- Kevin Ryan
- PLATINUM SPONSOR
- Sales Executive at First Health Network

- Mary Sullivan
- PLATINUM SPONSOR
- Vice President, Sales at Summit Re

- Francois de Brantes
- SPEAKER
- EVP, Payment Innovation & Performance at XO Health
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- Jesse Ehrenfeld, MD
- SPEAKER
- President of the AMA; Sr Associate Dean, Professor of Anesthesiology & Dir of the Advancing a Healthier WI Endowment at AMA & Medical College of Wisconsin

- Ari Gottlieb
- SPEAKER
- Founder and Principal at A2 Strategy

- Katie Keith
- SPEAKER
- Founding director of the Center for Health Policy and the Law at O'Neill Institute

- Julian Levin
- SPEAKER
- Principal at PwC

- Alexis Levy
- SPEAKER
- Managing Director at HealthScape Advisors, LLC

- Stephanie Ngo
- SPEAKER
- Managing Director at Tegria

- Brigid Turrittin
- SPEAKER
- Vice President Sales at Tegria

- Tracy Watts
- SPEAKER
- Senior Partner, National Leader for US Healthcare Policy at Mercer

- Rick Bobos
- SPONSOR
- Vice President, Payer Strategy and Growth at MacroHealth

- Ryan Braden
- SPONSOR
- Sales Director at Gradient AI

- Bob Brodell
- SPONSOR
- National Business Development Executive at Amplifon Hearing Health Care

- Joseph Caldwell
- SPONSOR
- Principal Consultant at Evensun Health Inc.

- Tim Capstick
- SPONSOR
- SVP of Sales at Agadia

- Alan Chuang
- SPONSOR
- SVP of Customer Success at Applied Research Works - COZEVA

- Ray Evans
- SPONSOR
- Vice President - Healthcare Sales at CoventBridge Group

- April Gill
- SPONSOR
- Chief Commercial Officer at Smart Data Solutions

- Kevin Healy
- SPONSOR
- CEO at ReferWell

- Ryker Henriksen
- SPONSOR
- Vice President at Emids Technologies
- Jordan Hersh
- SPONSOR
- EVP, Channel Distribution at Valenz Health

- Chris Hewitt
- SPONSOR
- Health Plan Sales, Regional Vice President at Included Health

- James Hornung
- SPONSOR
- SVP of Sales at NationsBenefits

- Carrie Jobe
- SPONSOR
- VP of Healthcare Solutions at Softheon

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

- Matthew Lopez
- SPONSOR
- Vice President, Market Access & Payer Relations at iRhythm Technologies, Inc.

- Clint Mooneyham
- SPONSOR
- Vice President, Sales at Sagility

- Sean Murphy
- SPONSOR
- Partner, Client Success at Clearlink Partners

- Dan Myers
- SPONSOR
- Vice President at Zelis Healthcare, LLC
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- Mark O'Hara
- SPONSOR
- Managing Director at AArete

- Marc Pierce
- SPONSOR
- Principal at ECG Management Consultants

- Kimberly Pinkerton
- SPONSOR
- VP National Sales & Service, National Sales Division at United Concordia Dental

- Mike Sawyer
- SPONSOR
- Senior Vice President, Chief Sales Officer at Cotiviti, Inc.

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

- Chenny Solaiyappan
- SPONSOR
- Senior Director of Product Mgmt, Government Solutions at Cognizant

- Jason Somrock
- SPONSOR
- Chief Business Development Officer at Secondwave Delivery Systems, LLC

- Jamie Suchy
- SPONSOR
- Vice President of Sales - Team Lead at Medical Review Institute of America

- Louis Szilagyi
- SPONSOR
- Health Plan Solutions, Director at Vitality Group





























