View the 2024 Agenda | AEP Medicare Readiness Summit | A RISE Health Conference

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The 7th Annual AEP Medicare Readiness Summit
June 26 - 27, 2024
Coral Gables, Florida

Past Agenda

Wednesday - June 26, 2024

8:00 AM 9:00 AM

7:00 AM 8:00 AM

6:00 AM 7:00 AM

5:00 AM 6:00 AM

Registration Desk Opens and Networking Breakfast

Location: Hall of Ambassadors Prefunction

Breakfast Location: Alcazaba Ballroom

8:00 AM 6:00 PM

7:00 AM 5:00 PM

6:00 AM 4:00 PM

5:00 AM 3:00 PM

Exhibit Hall Open

Location: Alcazaba Ballroom

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

6:00 AM 6:10 AM

Chairperson Welcome & Opening Remarks

Location: Hall of Ambassadors ABC

Ana Handshuh, Principal 

CAT5 Strategies 

9:10 AM 9:45 AM

8:10 AM 8:45 AM

7:10 AM 7:45 AM

6:10 AM 6:45 AM

Keynote: Insights for AEP Readiness

Location: Hall of Ambassadors ABC

  • Review AEP and OEP data and trends
  • Assess the challenges we face this AEP and beyond
  • Explore some considerations for winning in the face of disruption


Rob Lourenço, VP of Client Services

Deft Research

9:45 AM 10:45 AM

8:45 AM 9:45 AM

7:45 AM 8:45 AM

6:45 AM 7:45 AM

CMS Update: The Seismic Changes Impacting AEP

Location: Hall of Ambassadors ABC

  • Discuss the latest agent/broker contracting and compensation changes going into effect, including how to operationalize changes to stay compliant
  • Explore the newly codified requirements for limiting the distribution of beneficiary data by TPMOs and the impact on plan strategies and lead gen
  • Identify steps plans should begin taking now to comply with 2025 language translation notice updates
  • Get to know the new requirements for SSBCI benefits, including how they impact marketing materials and other plan communications

 

Ana Handshuh, Principal
CAT5 Strategies

 

Shelley Segal­­, CEO 

Segal Medicare Experts 

 

Lawrence Kosick, President and Co-Founder 

GetSetUp 

 

10:45 AM 11:00 AM

9:45 AM 10:00 AM

8:45 AM 9:00 AM

7:45 AM 8:00 AM

Tools & Technology Spotlights

Location: Hall of Ambassadors ABC

Leading service providers will showcase their offerings in a quick-pitch setting. Evaluate the latest and greatest tech tools to bring back to your organization.

 

James Brown, Senior Partner, Healthcare

Telephone Town Hall Meeting

 

Patrick Davis, Senior Director for Business Development

Telephone Town Hall Meeting

11:00 AM 11:20 AM

10:00 AM 10:20 AM

9:00 AM 9:20 AM

8:00 AM 8:20 AM

Networking Break

Location: Alcazaba Ballroom

11:20 AM 12:15 PM

10:20 AM 11:15 AM

9:20 AM 10:15 AM

8:20 AM 9:15 AM

From Rough Seas to Smooth Sailing: Navigating the Part D Out-of-Pocket Spending Cap & M3P Smoothing Program

Location: Hall of Ambassadors ABC

  • Analyze the impact of the out-of-pocket drug spending cap of $2,000 will have on member satisfaction and retention and assess best practices to prepare for this change
  • Prepare for the Medicare Prescription Payment Plan (M3P) “smoothing” program and recognize additional beneficiary communication and enrollment considerations
  • Discuss communication and engagement techniques to reach members regarding the changes to the M3P and out-of-pocket spending

 

Gary Melis R.Ph., Clinical Pharmacist

Network Health

12:15 PM 1:15 PM

11:15 AM 12:15 PM

10:15 AM 11:15 AM

9:15 AM 10:15 AM

Networking Lunch

Location: Alcazaba Ballroom

1:15 PM 2:05 PM

12:15 PM 1:05 PM

11:15 AM 12:05 PM

10:15 AM 11:05 AM

Applications of AI to Drive Member Acquisition and Enrollment

Location: Hall of Ambassadors ABC

  • Identify aspects of member acquisition that can be improved via AI today
  • Examine relevant available AI tools in market
  • Review and contrast examples of approaches in market today versus AI-generated approaches
  • Explore obstacles to successful deployment and how to overcome them

 

Joel Radford, Cofounder and Managing Partner 

Engagys

 

2:05 PM 2:55 PM

1:05 PM 1:55 PM

12:05 PM 12:55 PM

11:05 AM 11:55 AM

Stand Out from the Crowd: Differentiating Your Plan in a Crowded Market

Location: Hall of Ambassadors ABC

  • Explore how to use data to identify growth opportunities in your current local market
  • Differentiate your plan from the competition through an innovative presence in your region
  • Build brand trust through effective sales, marketing, and customer service campaigns

 

Martina Lee Strickland, Chief Growth Officer 

Clever Care Health Plan

 

Larry Baca, Director of Medicare Sales

Providence Health Plan

 

Christopher Javor, National Director of Medicare Advantage

AmeriHealth Caritas

2:55 PM 3:15 PM

1:55 PM 2:15 PM

12:55 PM 1:15 PM

11:55 AM 12:15 PM

Networking Break

Location: Alcazaba Ballroom

3:15 PM 4:05 PM

2:15 PM 3:05 PM

1:15 PM 2:05 PM

12:15 PM 1:05 PM

Leveraging Behavioral Science to Maximize AEP Success

Location: Hall of Ambassadors ABC

  • Learn how connecting consumer insights and behavioral science principles alongside product development and implementation ensures alignment of your AEP planning with your customers' expectations and needs
  • Discover and explore key behavioral science principles and their application to understanding consumer behavior before and during AEP
  • Explore how to leverage behavioral insights for clear, impactful communication that aligns with customer needs and expectations
  • Examine practical strategies to address challenges with standardized materials, new benefit rollouts, and upcoming product changes

 

Aaron Laverick, Senior Director Product Management & Development 

Highmark 

 

Lisa Zaval, PhD, Principal Behavioral Scientist 

Limetree 

4:05 PM 4:55 PM

3:05 PM 3:55 PM

2:05 PM 2:55 PM

1:05 PM 1:55 PM

Enhance Provider Networks to Obtain and Retain Members

Location: Hall of Ambassadors ABC

  • Assess your current provider network and analyze the specialty care needs of your current membership to ensure network adequacy
  • Consider why adding new providers into your network can benefit your recruitment efforts and how to optimize those efforts during AEP
  • Discuss how licensed agents can collaborate with providers and health plans for mutual growth

 

Jason Vallejos, Executive VP & CSO

Syndicated Insurance Agency

 

Elizabeth Villatoro, Chief Growth Officer  

Syndicated Insurance Agency 

 

4:55 PM 5:00 PM

3:55 PM 4:00 PM

2:55 PM 3:00 PM

1:55 PM 2:00 PM

Chairperson Closing Remarks

Location: Hall of Ambassadors ABC

Ana Handshuh, Principal 

CAT5 Strategies 

5:00 PM 6:00 PM

4:00 PM 5:00 PM

3:00 PM 4:00 PM

2:00 PM 3:00 PM

Networking Cocktail Reception

Location: Alcazaba Ballroom

Join us for drinks, hors d’oeuvres, and face-to-face networking with peers.

Thursday - June 27, 2024

8:00 AM 9:00 AM

7:00 AM 8:00 AM

6:00 AM 7:00 AM

5:00 AM 6:00 AM

Registration Desk Opens and Networking Breakfast

Registration Location: Hall of Ambassadors Prefunction

Breakfast Location: Alcazaba Ballroom

8:00 AM 1:15 PM

7:00 AM 12:15 PM

6:00 AM 11:15 AM

5:00 AM 10:15 AM

Exhibit Hall Open

Location: Alcazaba Ballroom

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

6:00 AM 6:10 AM

Chairperson Welcome & Opening Remarks

Location: Hall of Ambassadors ABC

Ana Handshuh, Principal 

CAT5 Strategies 

9:10 AM 10:10 AM

8:10 AM 9:10 AM

7:10 AM 8:10 AM

6:10 AM 7:10 AM

Keynote Address: How to Get People to Buy What You’re Selling

Location: Hall of Ambassadors ABC

  • Capture your audience's attention and be memorable
  • Leverage your unique talents and personality
  • Increase your ability to inform and communicate effectively
  • Create mind-blowingly effective encounters

 

Dr. Christie McMullen

CEO: AIM...Analyze, Improve, Move

10:10 AM 10:55 AM

9:10 AM 9:55 AM

8:10 AM 8:55 AM

7:10 AM 7:55 AM

Panel: Optimizing Telesales to Meet AEP Sales Goals

Location: Hall of Ambassadors ABC

  • Discuss innovative telesales approaches and lessons learned from the past AEP season
  • Evaluate opportunities for telesales enhancement to improve member growth and retention
  • Explore telesales agent training techniques to better engage members 

 

Moderator:  

Christopher Javor, National Director of Medicare Advantage 

AmeriHealth Caritas 

 

Panelists: 

Todd Rau, Director Sales and Client Relationships 

Indiana University Health Plans 

 

Hector Gonzalez, Director of Medicare Growth Opportunities 

Florida Blue 

10:55 AM 11:15 AM

9:55 AM 10:15 AM

8:55 AM 9:15 AM

7:55 AM 8:15 AM

Networking Break

Location: Alcazaba Ballroom

11:15 AM 12:00 PM

10:15 AM 11:00 AM

9:15 AM 10:00 AM

8:15 AM 9:00 AM

Retention Tactics for Stability and Growth

Location: Hall of Ambassadors ABC

  • Identify new techniques that can improve retention efforts to generate stability within your membership
  • Capitalize on data and member experience to steer your retention efforts and improve communication streams
  • Implement an oversite program to distinguish reasons for members dissatisfaction to find resolution

 

Andrew Napierala, Vice President, Medicare & Individual Market Sales

Excellus BlueCross BlueShield

 

Britt Travis, President
Alternative Growth 

12:00 PM 1:00 PM

11:00 AM 12:00 PM

10:00 AM 11:00 AM

9:00 AM 10:00 AM

Networking Lunch

Location: Alcazaba Ballroom

1:00 PM 1:45 PM

12:00 PM 12:45 PM

11:00 AM 11:45 AM

10:00 AM 10:45 AM

Hot Topic: Engaging New and Existing Members During an Election Year

Location: Hall of Ambassadors ABC

  • Assess how the election may impact AEP and how to build trust and rise above the noise
  • Explore innovative behavioral science strategies to reach members during the election season
  • Discover marketing and lead gen tactics that can help move the needle to set your plan up for a successful AEP

 

Maggie Mood, Vice President, Sales and Marketing 

Mass Advantage Medicare Advantage Plan 

 

Todd Rau, Director Sales and Client Relationships 

Indiana University Health Plans 

 

Larry Baca, Director of Medicare Sales 

Providence Health Plan 

1:45 PM 2:30 PM

12:45 PM 1:30 PM

11:45 AM 12:30 PM

10:45 AM 11:30 AM

Turning Data into Information: From Data Overload to Valuable Insights

Location: Hall of Ambassadors ABC

 

  • Discuss why data is more crucial this year than ever before
  • Discover how data insights can reinvent the member and patient experience
  • Explore how to practically address the issue of data silos

 

Dr. Shannon Decker, M.Ed., MBA, PhD, Principal 

VBC One 

 

Joseph Schneier, CEO 

Circle 

2:30 PM 3:15 PM

1:30 PM 2:15 PM

12:30 PM 1:15 PM

11:30 AM 12:15 PM

Reply Hazy, Try Again: Predictions and Possibilities for AEP 2025

Location: Hall of Ambassadors ABC

Join this interactive discussion on what we learned from 2024 AEP and discuss the changes and challenges on the horizon for AEP 2025.    

 

Moderator:

Britt Travis, President

Alternative Growth 

 

Panelists:

 

Todd Rau, Director Sales and Client Relationships 

Indiana University Health Plans 

 

Larry Baca, Director of Medicare Sales

Providence Health Plan

 

Andrew Napierala, Vice President, Medicare & Individual Market Sales 

Excellus BlueCross BlueShield  

3:15 PM 3:30 PM

2:15 PM 2:30 PM

1:15 PM 1:30 PM

12:15 PM 12:30 PM

Chairperson Closing Remarks

Location: Hall of Ambassadors ABC

Ana Handshuh, Principal 

CAT5 Strategies 

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