10:30 am - 10:45 am

Welcome & Introduction

Join Roundstone President and founder Mike Schroeder for a welcome to the day, including a sneak peek at what you can expect from the MCF.

Mike Schroeder Speaker Headshot
founder & president of roundstone

Michael Schroeder

10:45 am - 11:30 am

Navigating the Self-Funded Journey

Put yourself in our Employer clients’ shoes and learn from their experiences as they made the switch to self-funding- some do’s, don’ts, and tips for success. We’ll be learning from an employer who has been self-funded for less than one year, as well as an employer who’s renewed their plan and is looking towards year two and beyond.


Phil M Jones Speaker Headshot

Phil M Jones


CEO at United Food Bank

Dave Richins

Advisor at The Mahoney Group

Jentry Harris

HR Manager at F.H. Furr

Jared Means

Advisor at Capital Group Benefits

Jay Booth

11:45 am - 12:30 pm

How to Identify and Overcome Obstacles to Controlling Costs in Healthcare: A Conversation with Dr. Eric Bricker and Dave Chase

This is a can’t-miss discussion! Two top industry experts will share their perspectives on plan design best practices. They’ll focus on key action items to control the cost and provide quality and affordable healthcare to employees. We’ll be discussing emerging technologies in wake of COVID-19, the importance of “mindset shift”, how to spot a great benefits advisor, and how to overcome organizational and structural barriers to secure a benefits plan that works for you.



Rob Hamilton


Dr Bricker Speaker Headshot

Dr. Eric Bricker

Dave Chase Speaker Headshot

David Chase

12:30 pm - 1:00 pm

Lunch on us with GrubHub!

1:00 pm - 3:00 pm

Employer Breakout Sessions

These breakout sessions are specifically developed with our Employer, CEO, CFO, and HR attendees in mind, but anyone can attend.

1:00 pm – 1:45 pm: Employee Communications Best Practices

This fireside chat with Auxiant will dive deep into employee communications best practices. Who’s responsible for what? What is the messaging? How do we make sure employees know how to use their benefits plan? We’ll discuss all of these questions and more to help employees navigate their health plan for successful onboarding and ongoing implementation.


Jasmine Bibb, Director of Customer Experience, Roundstone


Belinda Stevenson, Director of Quality Control, Roundstone

Joseph Holt, VP of Sales, Auxiant

Andy McDonald, National Sales Executive, Auxiant

2:00 pm – 2:45 pm: How to Take Advantage of Self-Funding

You want to go self-funded – now what? Join two of Roundstone’s top Regional Practice Leaders for an honest discussion of how to implement a self-funded plan that’s destined for success. You’ll learn how to budget, what to expect, and how to take advantage of all the tools, data, and resources available to you. 


Eddie Castro, Regional Practice Leader, Roundstone

Bob Pace, Regional Practice Leader, Roundstone

Book Chrobak, Health Analytics Manager, Roundstone

1:00 pm - 3:00 pm

Advisor Breakout Sessions

These breakout sessions are specifically developed with our benefit advisor attendees in mind, but anyone can attend.

1:00 pm – 1:45 pm: High Cost Drug Management

What do we mean when we’re talking about high cost drugs? Join this fireside chat with AscellaHealth and Southern Scripts to learn more about the role of PBMs, how high cost drugs are identified, and programs that help reduce those costs dramatically. You’ll see why having a preferred partner network makes all the difference!


Rob Hamilton, Executive VP of Sales, Roundstone


Nate Szabo, Cost Containment Consultant, Roundstone

Steven T. Boyd, PharmD EVP / Owner / Cofounder, Southern Scripts

Michael J. Baldzicki, CRCM Executive Vice President, AscellaHealth

2:00 pm – 2:45 pm: Managing Catastrophic Diagnoses

This panel discussion, featuring Interlink and Roundstone’s own on-staff RN, Brooke Piguet, will give you more context for the world of catastrophic diagnoses: what they are, what actions to take proactively to reduce costs, and how to support and involve members who receive a life-changing diagnosis.


Nate Szabo, Cost Containment Consultant, Roundstone


Brooke Piguet, Cost Containment Nurse, Roundstone

Brian Kruse, VP Sales, Interlink

Kris Atkins, CancerCARE at Interlink

3:00 pm - 4:30 pm

Roundtable Discussions

Speak candidly, face-to-face with your peers about some of the topics most important to you right now. All roundtables will be held in a virtual meeting format to foster peer-to-peer discussion.

1) Controlling Costs with Plan Design and Documents
What makes a good game plan? Your plan document is an opportunity to set cost-controlling rules and build them right into your benefits plan. Join Roundstone experts and underwriters for an open discussion and Q&A opportunity.


Christopher Zirke, General Counsel, Roundstone

Sue Russo, Underwriting Manager, Roundstone

2) Data Transparency and the CSI Dashboard
It’s all about the data! One of the biggest benefits of a self-funded plan is access to your own data via your online CSI Dashboard, powered by Deerwalk, a Cedar Gate company. Join an expert from Deerwalk and our cost containment specialist for a discussion and Q&A aimed to help you get the most out of your data.


Nate Szabo, Cost Containment Consultant, Roundstone

Tim Huke, Chief Sales Officer | ASO Markets, Deerwalk, A Cedar Gate Company

3) Innovative Ideas and Incentives for Employee Engagement
Add to your Employee Engagement toolbox with the ideas generated in this roundtable. You’ll be discussing the benefits of an engaged employee base, and how that ties into the overall success of your workplace. We’ll also be discussing how to sustain engagement efforts, and fun trends like gamification.


Jasmine Bibb, Director of Customer Experience, Roundstone

Marcy Leonard, Program Analyst / Wellness Coordinator, Roundstone

4:30 pm - 5:00 pm

Exactly What To Say - Navigating Change

When you change your WORDS, you can change your WORLD.

With the wealth of disruption across countless industries, it is imperative that you take responsibility for your role in tackling each of the critical conversations ahead of you.
Navigating change requires you to inspire and empower people to see things differently, act in different ways and create different results.
Watch Phil reframe perspective on the current situation- this session is the perfect catalyst to create the positive change you are looking for.
Phil M Jones Speaker Headshot

Phil M Jones

5:00 pm

Virtual Happy Hour with Local Mixologist Gaby Holzer

After a full day of self-funded discussion and learning, kick back virtually with your peers and learn how to craft and mix our signature cocktails (and mocktails). Check the recipes ahead of time to stock your bar!


Gaby Holzer, Cleveland Mixologist

© 2021 Roundstone. All rights reserved.

Mike Schroeder

Mike Schroeder,
Founder and President

Since 2005, Michael A. Schroeder has served as President of the Roundstone organization. Roundstone develops, underwrites and manages captive/self-insurance solutions.

Mike offers more than twenty-five years of insurance industry management experience. Mike delivers a track record of building and leading fast growing, innovative insurance businesses.

Prior to joining Roundstone, Mike served as Vice President and General Counsel for an insurance company while it transitioned into a NASDAQ listed AM Best A rated insurer. Mike was also the founder of a medical malpractice underwriter and shepherded its rapid growth prior to an acquisition by a large specialty insurer. Mike held senior level executive positions with a publicly held worker’s compensation insurer, a non-standard auto insurer and served as an associate of a Cleveland law firm.

Mike is a frequent speaker for trade associations, conferences and is published as an insurance thought leader in magazines, journals and newspapers throughout the country.

Mike Schroeder received his Juris Doctorate from The Ohio State University College of Law and received his Bachelor of Science degree in Business Management from Tulane University.

Phil M Jones

Phil M Jones,
Best-selling Author

Phil M Jones is a master of influence and persuasion – the author of the best-selling “Exactly” Book Series with 1 million copies sold – and producer of the “Most Listened To” Audiobook of 2018. An entrepreneur since the age of 14, formerly the youngest sales leader of a major fashion retailer who also worked with a host of Premier League Football Clubs, Phil’s “Magic Words” give leaders more impact, sales teams improved conversions, and team members more influence in their daily conversations.

Eric Bricker

Dr. Eric Bricker,
Founder of ahealthcarez

Eric Bricker, MD, a board-certified internal medicine physician, is the Chief Medical Officer of AHealthcareZ and founder of Texas Family Insurance. Prior to those endeavors, Bricker co-founded Compass Professional Health Services to help change how healthcare is delivered to improve employee health and lower healthcare costs. Dr. Bricker has published numerous articles about the quality of diabetes care and treatment of hospital-acquired infections and regularly speaks at employer and insurance broker/benefit consultant seminars on consumerism. Before becoming a physician, Dr. Bricker was a hospital finance consultant and worked on billing projects at major medical centers across the country.

David Chase Speaker Headshot

David Chase,
Founder of Health Rosetta

David Chase leads the vision for Health Rosetta, which is to empower community-owned health plans. Health Rosetta’s blueprint and platform powers the health plans of your dreams: high quality, trustworthy, local, affordable care from caregivers you know & trust. Human-centered health plans restore health, hope & well-being. Through best-selling books & work on The Resident (on FOX), the tremendous successes & opportunities with Health Rosetta-type health plans is highlighted. Chase’s work has reached over 10 million people with the goal of informing, enraging, empowering, and activating a broad grassroots movement designed to restore hope, health, and well-being to our communities. Chase received the Health Value Awards’ Lifetime Achievement for Health Benefits Innovation at the 2020 World Health Care Congress.