View the 2025 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

Agenda

Thursday - April 24, 2025

11:00 AM 12:00 PM

10:00 AM 11:00 AM

9:00 AM 10:00 AM

8:00 AM 9:00 AM

Registration Desk Opens and Networking Breakfast

11:00 AM 9:00 PM

10:00 AM 8:00 PM

9:00 AM 7:00 PM

8:00 AM 6:00 PM

Exhibit Hall Open

12:00 PM 12:10 PM

11:00 AM 11:10 AM

10:00 AM 10:10 AM

9:00 AM 9:10 AM

Chairperson Welcome & Opening Remarks

12:10 PM 1:10 PM

11:10 AM 12:10 PM

10:10 AM 11:10 AM

9:10 AM 10:10 AM

Keynote

1:10 PM 1:55 PM

12:10 PM 12:55 PM

11:10 AM 11:55 AM

10:10 AM 10:55 AM

Regulatory Review for a New Administration

  • Analyze potential regulatory changes and their implications under the new administration 
  • Examine the adjustment in broker payment structures and the results of the stay 
  • Gain insights into anticipated regulatory trends for 2026 and beyond 

1:55 PM 2:25 PM

12:55 PM 1:25 PM

11:55 AM 12:25 PM

10:55 AM 11:25 AM

Networking Break

2:25 PM 3:10 PM

1:25 PM 2:10 PM

12:25 PM 1:10 PM

11:25 AM 12:10 PM

Brace for Impact: Balancing Pharmacy Benefit’s Effects on the Bottom Line

  • Discuss the top 10 Medicare negotiated medications and the financial implications for your plan 
  • Hear from industry experts on innovative approaches for managing the rising costs associated with GLP-1 medications 
  • Explore effective strategies to reduce costs and balance projected pharmacy benefit expenses leading into 2026 

 

Gary Melis R.Ph., Clinical Pharmacist

Network Health 

3:10 PM 4:10 PM

2:10 PM 3:10 PM

1:10 PM 2:10 PM

12:10 PM 1:10 PM

Networking Lunch

4:15 PM 5:05 PM

3:15 PM 4:05 PM

2:15 PM 3:05 PM

1:15 PM 2:05 PM

Panel: Lessons Learned from the 2025 AEP & OEP Season

  • Review the main obstacles faced during the most recent AEP and OEP plus what was done to overcome them 
  • Hear success stories that drove engagement and enrollment, maximizing outcomes in the competitive environment  
  • Discuss insights and innovative approaches into navigating the complex upcoming AEP 

 

Moderator: 

TBA 

 

Panelists: 

Todd Rau  

Director Sales and Client Relationships

Indiana University Health Plans 

 

Tara Minissale

Manager, GM Broker Affairs & Partnerships

Government Markets

Independence Blue Cross 

 

Maggie Mood

Vice President, Sales and Marketing
 
Mass Advantage 

5:00 PM 5:45 PM

4:00 PM 4:45 PM

3:00 PM 3:45 PM

2:00 PM 2:45 PM

Reach for the Stars: Aligning Sales, Marketing, and Quality Teams to Improve Metrics

  • Determine tactics for aligning outreach efforts and messaging with Star Ratings goals to enhance overall plan performance 
  • Learn how sales and marketing teams can use data to identify trends and tailor a plan of action to raise high-impact Star measures 
  • Formulate targeted communication that helps members understand and utilize benefits that contribute to Star ratings 

 

Jason Vallejos

Executive VP & CSO

Syndicated Insurance Agency 

5:45 PM 6:15 PM

4:45 PM 5:15 PM

3:45 PM 4:15 PM

2:45 PM 3:15 PM

Networking Break

6:15 PM 7:05 PM

5:15 PM 6:05 PM

4:15 PM 5:05 PM

3:15 PM 4:05 PM

Panel: Personalization in Marketing: Humanizing Your Communication

  • Learn ways to implement the use of AI to personalize your marketing and communication materials  
  • Investigate ways to address regional and cultural nuances by creating more relevant and inclusive messaging 
  • Discuss opportunities use authentic storytelling to create a sense of community among current and prospective members 

 

Moderator: 

Jessica Gonzalez-Arias 

Principal, Markets Growth Lifestyle Medicine Marketing & PR 

Blue California 

7:05 PM 7:50 PM

6:05 PM 6:50 PM

5:05 PM 5:50 PM

4:05 PM 4:50 PM

Engaging & Retaining Your D-SNP Population

  • Analyze the effectiveness of different channels for reaching your D-SNP population to create an outreach strategy 
  • Determine tactics to overcome common digital access barriers to ensure your members receive the information they need  
  • Utilize grassroots marketing efforts to engage members in authentically local ways by partnering with community groups 

 

Romelyn Dones 

Director of Medicare Sales 

MetroPlusHealth 

7:50 PM 8:00 PM

6:50 PM 7:00 PM

5:50 PM 6:00 PM

4:50 PM 5:00 PM

Chairperson Closing Remarks

8:00 PM 9:00 PM

7:00 PM 8:00 PM

6:00 PM 7:00 PM

5:00 PM 6:00 PM

Networking Cocktail Reception

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

Friday - April 25, 2025

11:00 AM 12:00 PM

10:00 AM 11:00 AM

9:00 AM 10:00 AM

8:00 AM 9:00 AM

Registration Desk Opens and Networking Breakfast

11:00 AM 4:35 PM

10:00 AM 3:35 PM

9:00 AM 2:35 PM

8:00 AM 1:35 PM

Exhibit Hall Open

12:00 PM 12:10 PM

11:00 AM 11:10 AM

10:00 AM 10:10 AM

9:00 AM 9:10 AM

Welcome Remarks and Day One Takeaways

12:10 PM 1:00 PM

11:10 AM 12:00 PM

10:10 AM 11:00 AM

9:10 AM 10:00 AM

Panel: Harnessing the Power of AI in Medicare: Preparing for the Future of AEP 

  • Leverage AI to improve the efficiency and accuracy of enrollment task 
  • Gage how to best ensure your AI tools adhere to CMS regulation  
  • Look at upcoming trends and technologies that are transforming AEP preparation and delivery 

1:00 PM 1:50 PM

12:00 PM 12:50 PM

11:00 AM 11:50 AM

10:00 AM 10:50 AM

Leveraging the Story Your Post-Mortem Data Tells

  • Gain insights into the data points that matter most in your review such as enrollment trends, channel effectiveness, and areas where goals may have fallen short 
  • Recognize high-performing strategies that resonate with members to set a solid foundation for the next AEP 
  • Create actionable plans based on data insights, enabling an adaptive approach that evolves with each AEP cycle 

1:50 PM 2:20 PM

12:50 PM 1:20 PM

11:50 AM 12:20 PM

10:50 AM 11:20 AM

Networking Break

2:20 PM 3:05 PM

1:20 PM 2:05 PM

12:20 PM 1:05 PM

11:20 AM 12:05 PM

Optimizing Your Broker Training Program

  • Hone in on the tools brokers need to sell your product first 
  • Discover tested training methods that lead to growth 
  • Explore a variety of communication methods to effectively engage your brokers 

 

Larry Baca 

Director, Medicare Sales, California 

Providence Health Plan 

3:05 PM 4:05 PM

2:05 PM 3:05 PM

1:05 PM 2:05 PM

12:05 PM 1:05 PM

Networking Lunch

4:05 PM 4:50 PM

3:05 PM 3:50 PM

2:05 PM 2:50 PM

1:05 PM 1:50 PM

Be AEP-solutely Prepared: Strategies for Meeting AEP Prep Deadlines

  • Explore ways to automate workflow to better streamline processes 
  • Develop a plan for tackling your CMS requirements early in the cycle and determine best practices for integrating technology into your translation requirements 
  • Identify readiness gaps and learn best practices to remedy those potential hurdles 

4:50 PM 5:35 PM

3:50 PM 4:35 PM

2:50 PM 3:35 PM

1:50 PM 2:35 PM

Supplemental Benefits Under the Microscope: Addressing Utilization and Value

  • Review the latest requirements for tracking and reporting utilization 
  • Examine common reasons why members may not fully utilize available benefits such as lack of awareness, accessibility issues, or perceived value and strategies to navigate those reasons for better usage 
  • Leverage utilization data to identify trends, gaps, and opportunities to know which benefits to keep and where to cut costs 

5:35 PM 5:45 PM

4:35 PM 4:45 PM

3:35 PM 3:45 PM

2:35 PM 2:45 PM

Chairperson Closing Remarks