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Leadership Forum: Spring 2026

Event Date: 3/24/2026 - 3/27/2026

Event Overview

3/24/2026 - 3/27/2026
Texas
Participation is limited to Health Plan Alliance members and invited guests

 

People talking during a networking break

Across the spring and fall forums, the Leadership Forum convenes the Alliance’s executive leaders for bold, future-focused dialogue on the evolving landscape of managed care and the broader healthcare industry. These exclusive gatherings offer space to step back from daily demands, think strategically, and engage with peers who share a commitment to transforming how health plans lead and deliver value.

Through authentic conversation and shared insight, participants explore the trends, innovations, and leadership strategies shaping what’s next. It’s an environment designed to challenge perspectives, inspire action, and strengthen the trusted relationships that define the Alliance community.

A cornerstone of the Alliance experience for executive leaders, the Leadership Forum ignites inspiration, fuels collaboration, and empowers leaders to shape the collective future of healthcare.

 

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.
Sponsors

Thank you to our event sponsors


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Agenda
03/24/2026 6:00 PM - 8:00 PM
Reception: Tuesday


03/24/2026 6:20 PM - 7:00 PM
Executive Leadership Institute Graduation Ceremony
Join us for an evening of connection as we celebrate the completion of this year’s Executive Leadership Institute. The graduation program will begin at 6:20 PM and wrap up by 7:00 PM, with the reception continuing throughout the evening.

03/25/2026 8:30 AM - 9:00 AM
Networking Breakfast


03/25/2026 9:00 AM - 9:15 AM
Welcome & Strategic Insights

Speaker(s):
Joe Lastinger, President; HPA


03/25/2026 9:15 AM - 10:15 AM
Fireside Chat: Insights from the Leader Behind Healthcare’s Biggest Bets

In this fireside conversation, Karen Lynch reflects on the strategic moves that defined her tenure at CVS Health, including the acquisitions of Oak Street and Signify, and shares what those experiences reveal about the industry's future. A rare opportunity to hear from a leader who has been in the arena—and is willing to talk about both the ambition and the complexity of leading large-scale change.

Speaker(s):
Karen Lynch, Former CEO of CVS Health; Corporate Board Director; Author

Moderator: Coreen Dicus-Johnson, President and CEO at Network Health


03/25/2026 10:15 AM - 10:30 AM
Networking Break


03/25/2026 10:30 AM - 11:30 AM
When the Math Stops Working: Business Models Under Silent Stress
Many health plans still look healthy on paper, but underlying economics are quietly shifting in ways leaders need to understand early. This session surfaces patterns where cost structures, technology commitments, and operating models have become increasingly rigid as margins tighten, even while performance appears acceptable.

We’ll explore where scale truly improves unit economics—and where it doesn’t—how reserves or downside protection can mask volatility, and why some small and regional plans continue to outperform despite these pressures. The focus is on early signals leaders should recognize before structural stress shows up in results.

Speaker(s):
Jeremy Kush, Principal & Consulting Actuary at Milliman
Matt Mraz, Sr. Consulting Actuary at Milliman



03/25/2026 11:30 AM - 12:30 PM
The 2026 Bet List: Where Healthcare Is Headed Next
The healthcare market is entering a sorting phase. Some strategies are about to scale rapidly. Others are nearing their limits regardless of how widely adopted they are today. In this session, Blake Madden delivers a clear, forward-looking forecast for healthcare in 2026, focused on where the industry is headed next not where it’s been. Drawing on performance data, capital flows, and structural market dynamics, Blake will outline the shifts that are most likely to define the next phase of healthcare and the implications for plans, systems, and vendors.

Speaker(s):
Blake Madden, Founder and Creator at Hospitalogy



03/25/2026 12:30 PM - 1:30 PM
Networking Lunch


03/25/2026 1:30 PM - 3:00 PM
Navigating Plan/Parent Relationships in an Era of Margin Pressure
Health plans and their parent systems are increasingly focused on how stronger alignment can drive shared value across the enterprise. This session brings plan and system leaders together for a comprehensive conversation on how organizations are approaching financial integration, value creation, and the relationships that make execution possible. The discussion will begin with an enterprise-level view of plan-and-system economics—where accretive opportunities are emerging, how priorities are set, and how incentives and structures support long-term value. From there, the conversation will shift to the operating realities, exploring how governance, decision-making, and collaboration enable plans and systems to stay aligned in a challenging margin environment.

Speaker(s):
Margaret Anderson, President at Health Alliance Plan
Dr. Jerry Finkel at Henry Ford Health
Krista Hoglund, EVP/President at Jefferson Health Plans
Jeff Butcher, CFO at Quartz



03/25/2026 3:00 PM - 4:00 PM
Direct-to-Employer: When (and Why) Health Plans Go Around the Traditional Market
As employer pressure around cost, flexibility, and accountability grows, some health plans are pursuing direct-to-employer (DTE) relationships outside traditional brokered models. But DTE isn’t a universal growth strategy—and getting it right requires clarity on when it truly fits.

This session opens with a consultant-led overview of the DTE landscape, outlining what’s driving employer demand and how DTE differs from standard commercial approaches. Health plan leaders from Baylor Scott & White Health and Select Health will then share practical, on-the-ground perspectives on why they pursue DTE, what it takes to execute well, and where the model creates both value and friction.

Speaker(s):
Stephanie Motter, President at Baylor Scott & White Health Plan
Jon Griffith, VP & Chief Operating Officer at Select Health



03/25/2026 6:00 PM - 8:00 PM
Dinner: Wednesday


03/26/2026 8:00 AM - 9:00 AM
Networking Breakfast


03/26/2026 9:00 AM - 9:15 AM
Welcome Back


03/26/2026 9:15 AM - 10:15 AM
Leading the Workforce of Tomorrow: Adapting to the Age of AI, Uncertainty, and Human Change

Work is being reinvented faster than organizations can write policies for it. New generations are reshaping expectations, automation and AI are restructuring roles, and traditional levers of culture and engagement are under pressure. For leaders, this moment demands something different—not just more skills, but the capacity to unlearn what no longer works and build new ways of working in real time. This keynote offers leaders a roadmap for building organizations that are nimble, resilient, and deeply human in a world where uncertainty is the only constant.

Speaker(s):
Heather McGowan, Top-ranked Futurist; 2x Bestselling Author


03/26/2026 10:15 AM - 10:30 AM
Networking Break


03/26/2026 10:30 AM - 11:30 AM
Regulatory Reality Check: What the Next 12–24 Months Mean for Health Plan Strategy
A high-level discussion of the policy and regulatory dynamics shaping health plan decision-making across Medicare, Medicaid, and Commercial markets. Rather than a legislative download, this session focuses on strategic implications and where leaders should be paying attention now.

Speaker(s):
Avalere Health



03/26/2026 11:30 AM - 12:30 PM
What the Market Sees: Interpreting Payer Strategy Signals
This session offers a blended, market-wide view of how payer strategy is evolving — not through stated positions or advocacy, but through observable signals. Drawing on leadership interviews, earnings calls, and capital allocation decisions, Cleveland Research Company highlights patterns in how plans are responding to evolving economics, regulatory uncertainty, and shifting growth expectations.

The focus is on what behavior reveals: where plans are pulling back or doubling down, how investment priorities are changing, and which assumptions appear to be under quiet reassessment. A practical interpretation of the signals shaping payer strategy — and what they suggest about where the market is headed next.

Speaker(s):
Adam Doehrel at Cleveland Research Company



03/26/2026 12:30 PM - 1:30 PM
Networking Lunch


03/26/2026 1:30 PM - 2:30 PM
What Keeps CEOs Up at Night: An Executive Exchange
A facilitated, closed-door conversation among plan leaders focused on the questions, tradeoffs, and uncertainties they are actively navigating right now—from margin pressure and workforce strain to competitive threats and organizational fatigue.

Speaker(s):
Joe Lastinger, President; HPA


03/26/2026 3:00 PM - 5:00 PM
Board of Directors Meeting


03/26/2026 6:00 PM - 8:00 PM
Dinner: Thursday


03/27/2026 8:00 AM - 9:30 AM
Networking Breakfast
For those that have later flights, we will meet at the hotel restaurant for a come and go breakfast.

Attendees

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

  • Vanessa Guzman
  • ALLIANCE GUEST
  • CEO & President at SmartRise Health, LLC
  • Charles Bloom
  • ALLIANCE MEMBER
  • Senior Vice President and Chief Medical Officer at Health Alliance Plan (HAP)
  • Dennis Bolin
  • ALLIANCE MEMBER
  • Consultant at Health Plan Alliance
  • 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
  • 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)
  • Ana Eberhard
  • ALLIANCE MEMBER
  • Vice President, Member Experience at AvMed
  • Regena Frieden
  • ALLIANCE MEMBER
  • Chief Administrative Officer at Providence Health Plan
  • Jon Griffith
  • ALLIANCE MEMBER
  • Chief Operations Officer at Select Health
  • Ron Hirasaki
  • ALLIANCE MEMBER
  • Chief Growth Officer at CHRISTUS Health Plan
  • Brendan Hodges
  • ALLIANCE MEMBER
  • President/CEO at HealthTeam Advantage
  • Krista Hoglund
  • ALLIANCE MEMBER
  • President at Health Partners Plans / Jefferson Health Plans (HPP/JHP)
  • Deanna Homer
  • ALLIANCE MEMBER
  • Chief Operations Officer at HealthTeam Advantage
  • Patrick Koltz
  • ALLIANCE MEMBER
  • Chief Operating Officer at Prominence Health Plan
  • Nick Kraft
  • ALLIANCE MEMBER
  • SVP, Chief Growth Officer at Capital District Physicians' Health Plan (CDPHP)
  • Michael Lappin
  • ALLIANCE MEMBER
  • Chief Legal, Operations & Strategy Officer at Network Health
  • Alan Lederman
  • ALLIANCE MEMBER
  • Chief Operating Officer at Community Health Plan of Washington
  • Thomas Leon
  • ALLIANCE MEMBER
  • Director of Solutions Delivery at Western Health Advantage
  • Kevin Lewis
  • ALLIANCE MEMBER
  • Chief Executive Officer at Community Health Options
  • James McNutt
  • ALLIANCE MEMBER
  • Interim CFO at Medical Mutual
  • Mark Mixer
  • ALLIANCE MEMBER
  • Chief Executive Officer at Alliant Health Plans
  • Stephanie Motter
  • ALLIANCE MEMBER
  • President at Baylor Scott and White Health Plan
  • Kristin Poth
  • ALLIANCE MEMBER
  • AVP, Health Services at Johns Hopkins Health Plans
  • Celeste Richards
  • ALLIANCE MEMBER
  • Chief Operating Officer at Alliant Health Plans
  • David Short
  • ALLIANCE MEMBER
  • VP Information Technology at HealthTeam Advantage
  • Ryan Smith
  • ALLIANCE MEMBER
  • Chief Health Plan Officer at Martin's Point Health Care
  • Mike Treash
  • ALLIANCE MEMBER
  • President at Health New England
  • Marianne White
  • ALLIANCE MEMBER
  • AVP, Claims Operations at Select Health
  • 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
  • Tori Shepherd
  • ALLIANCE STAFF
  • Communications Specialist at Health Plan Alliance
  • Yuri Sung
  • ALLIANCE STAFF
  • Senior Manager, Program and Strategy at Health Plan Alliance
  • Rourke Day
  • PLATINUM SPONSOR
  • Director, Growth Planning at Avalon Healthcare Solutions
  • Jaclyn Ivonnet
  • PLATINUM SPONSOR
  • Vice President, Business Development at Avalon Healthcare Solutions
  • Diana Benli
  • SPONSOR
  • Chief Product Officer, TriZetto at Cognizant
  • Rick Bobos
  • SPONSOR
  • Vice President, Payer Strategy and Growth at MacroHealth
  • Brian Dwyer
  • SPONSOR
  • VP of Client Relations at Rebellis Group, LLC
  • Ray Evans
  • SPONSOR
  • Vice President - Healthcare Sales at CoventBridge Group
  • Jordan Hersh
  • SPONSOR
  • EVP, Channel Distribution at Valenz Health
  • David Kinsey
  • SPONSOR
  • VP, Partnerships and Sales at PayMedix
  • Mark Liber
  • SPONSOR
  • SVP, Growth at Siftwell Analytics
  • Meghan Martinez
  • SPONSOR
  • SVP, Sales & Client Success at MD Live by Evernorth
  • Marc Pierce
  • SPONSOR
  • Principal at ECG Management Consultants
  • Tony Rademeyer
  • SPONSOR
  • Executive Vice President at Healthcare Fraud Shield
  • Brandon Redman
  • SPONSOR
  • Vice President Healthcare Solutions at Softheon
  • Mike Sawyer
  • SPONSOR
  • Senior Vice President, Chief Sales Officer at Cotiviti, Inc.
  • Zach Schaefer
  • SPONSOR
  • VP Sales, Health Plan Market at Zelis Healthcare, LLC
  • Jorge Serrano
  • SPONSOR
  • Vice President, Business Development at Sagility
  • Trey Sutten
  • SPONSOR
  • CEO and Co-Founder at Siftwell Analytics