Experience the Second Annual



Live. And even better the
second time around.

2022: The Year of Do

What do we mean by the Year of Do?
It’s about action – leveraging smart
insights & doing with data.

Start your year with the Self-Funded Survey
a deep look at how companies & their advisors
have adopted alternative funding solutions.

Nearly 550 consultants weigh in
on the state of self-funding
& how their clients are working to
optimize the healthcare experience.

Preview the Second Annual
Self-Insured Survey

Join us for the best data drop of 2022 –
20+ insights on how companies & their advisors are implementing self-funded solutions.

  • Identify what consultants & companies see as their greatest challenges heading into 2022.
  • Listen to key players sound off on the survey results with a panel of industry experts, advisors and C-Suite Executives.
  • Understand new benchmarks for employer and employee adoption, service, cost-containment and selling strategies – is your company or firm aligned with new standards?
  • Gain a deeper understanding of emerging trends, proven strategies and the C-Suite mindsethow has communication evolved to align with today’s employers?
  • Learn how advisors & executives are changing, disrupting and modifying what they’ve always done to meet the demands of today’s changing workforce.

Register Here

Attendees get a first look at the survey before it’s official release.

Join us live on 2.16 @ 1 pm ET – advisors will receive a co-branded survey for your firm. Companies gain exclusive access to share the insights with your consultant.

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Meet the Doers With the Data

Survey says?

Gather around a table of diverse panelists dedicated to healthcare optimization.
Join in on a collaborative discussion to analyze the 2022 findings.


The Shift-Maker

Keith Lemer

WellNet Healthcare


The Quarterback

Rob Peirce

Executive Vice President
Employee Benefits Practice Leader –
Mountain Region



The Champion

Hilton Sher

Consolidated Credit Union


The Master Operator

Kathy Samanns, GBA

Chief Operating Officer
WellNet Healthcare


The Driver

Jeff Marchino

Executive Vice President
BevCap Management LLC

2.16.22 @ 1 pm ET

Let’s see what our diverse group of panelists think of the findings – how do their own experiences stack up against the survey results?
How do yours?