Rise

Track A: Marketing

Tools & Technology Spotlights 

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. 

Andy Mueller, FSA, MAAA, Principal and Consulting Actuary 

Milliman 

Joseph Boschert, MBA, Sr. Director of Products 

Milliman 

Track B: Sales

Tools & Technology Spotlights

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. 

Track C: Innovation Showcase

Tools & Technology Spotlights

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.

Track A: Marketing

Marketing Lessons Learned from the Extraordinary 2025 AEP—and 26 Ideas for 2026

• Go beyond theory with real-world marketing tactics that you can implement as soon as you return to the office 

• Discover what worked and what didn’t during the last AEP and how to apply these lessons to boost your results this year 

• Learn quick, effective tactics you can still deploy for OEP—just act fast! 

• Understand how the unique challenges of AEP reshaped the approach to acquiring new Medicare members 

• Learn what steps to take right now to improve member retention and maximize your Medicare plan’s value 

Justin Stauffer, Executive Vice President of Marketing Technology & Media 

DMW 

Renee Mezzanotte, EVP, Client Engagement 

DMW 

George Dippel, President  

Deft Research  

Track B: Sales

Innovative Distribution Strategies and Structures in Anticipation of the Next Wave of CMS-Driven Agent/Agency Compensation Changes

• Discuss channel structure changes and diversification 

• Consider changes to channel systems and processes for improved management and engagement 

• Leverage new techniques for channel compensation, services, and tracking 

Moderator: 

Britt Travis, President 

Alternative Growth Strategies 

Track C: Innovation Showcase

New Session Coming Soon

Track A: Marketing

Case Study: Effective Marketing to Age-ins

• Explore how to effectively adapt to the newer generation aging into Medicare, using data to inform how they are consuming information and interacting with media 

• Learn how plans can help maximize books of business to compliantly reach age-ins 

• Consider one health plan’s innovative approach to managing age-in marketing mail, calls, and other outreach to more effectively reach potential new members 

Archie Dey, Director Consumer Experience and Insights  

SCAN Health Plan

Eliza Dougall, VP, Client Solutions

Anderson

Track B: Sales

Panel: Optimize Broker Engagement, Optimize Brokers

• Explore innovative plan rollout strategies to mobilize your broker force and drive them forward 

• Build and leverage relationships with brokers to maximize their strengths for your plan, member care, and the community 

• Discuss how to more effectively engage and train brokers on the latest CMS and industry changes 

Jotham Cortez, Sales Director

Devoted Health Plan 

Romelyn Dones, MPA, Director of Medicare Sales 

MetroPlus Health 

Track C: Innovation Showcase

Partnering with Providers to Increase Membership and Raise Awareness

• Recognize how strategic relationship building with providers can increase membership and raise awareness 

• Lean into provider marketing to best leverage cobranding or comarketing opportunities 

• Work with providers to ensure members take advantage of the benefits they have and get the care and support they need 

Moderator: 

Tony Feijo, Principal 
New Health Partners 

Panelists: 

Kevin Greenberg, Director of Finance and Administration, Hospital Transplant Services 
UI Health 

Maggie Mood, Vice President, Sales and Marketing
Mass Advantage

Jason Vallejos, Executive VP & CSO
Syndicated Insurance Agency, LLC

Track A: Marketing

Multicultural Marketing & Sales

• Gain insight into the Hispanic demographic, social and cultural influences, and general consumer behavior 

• Explore demographic health care trends and digital behavior, including social media influence 

• Unpack generational and cultural trends and discuss key takeaways and recommendations  

Andrea Urena, Director of Retail Marketing

AmeriHealth Caritas

Chris Javor, National Director of Retail Sales

AmeriHealth Caritas

Track B: Sales

Advanced Tactics for Maximizing Your Book of Business

• Go beyond age-ins to build your pipeline with delayed retirees, switchers, and emerging areas such as individual market or group Medicare members  

• Discover new strategies to get more members in your Book of Business and create a business plan to support your efforts 

• Consider innovative sales approaches to under 65 lines of business to maximize your MA pipeline 

Alexandra Nguyen, Sr Leader, Statewide FMO Distribution 

Florida Blue 

Andrew Napierala, Vice President, Medicare & Individual Market Sales

Excellus BlueCross BlueShield

Track C: Innovation Showcase

Illuminating Member Needs with Feedback to Shape a Brighter Future

• Discover how leading Medicare plans are using member feedback to drive strategic decisions and learn best practices for implementing and using various feedback channels
• Understand how to translate member insights into innovative products, services, and messages to optimize member acquisition and retention strategies
• Explore strategies for improving member satisfaction and retention through responsive program design
• Gain actionable tips for demonstrating ROI on member feedback initiatives to executive leadership

Moderator:

Elisa Koniski, Sr. UX Researcher

RRD

Panelists:

Brooke Murphy, Strategic Communications Manager

CareFirst BlueCross BlueShield

Dave Krupa, VP, Marketing and Retail Sales – Group and Individual Division

BlueCross BlueShield of South Carolina 

Nicholas Michel, RCX Strategy Director

Precision Dialogue

Track A: Benefits and Design

Supplemental Benefits: Where Do We Go from Here?

• Explore the continued evolution of supplemental benefits as many stabilize across health plans, and discover how some plans are continuing to think outside the box 
• Understand the impact member notifications have had on supplemental benefits, and how plans can improve upon the outreach they did in 2024 
• Discuss the latest regulatory oversight around supplemental benefits 
• Recognize how member messaging may shift as benefits change 

Kaleb Holt, Director, Medicare Products 

SelectHealth

Nikki Hungate, Principal/Owner 

Brightstar Health Solutions 

Track B: Member Experience

Precision Communications: How to Grow Enrollment, Close Care Gaps, and Create a Hyper-Relevant Member Experience

• Learn the impact of precision communications and marketing campaigns on member growth and cost management
• Consider the do’s and don’ts of Medicare precision communications and marketing from both a regulatory and patient experience perspective
• Leverage predictive analytics to identify prospects most likely to benefit from Medicare Advantage, as well as supplementary benefits and services that are offered

Kelly Kimberland, MA, CHIE, Sr Director, Health Plan Marketing 

Geisinger Health Systems   

Alan London, MD, Medical Director, Digital Health Strategies

Former Chairman, the Cleveland Clinic Health System Physician Organization

Nicole Kurz, VP, Precision Marketing 

Digital Health Strategies 

Track A: Benefits and Design

Tools & Technology Spotlights

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.

Track B: Member Experience

Tools & Technology Spotlights

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.

Track A: Benefits and Design

Panel: 2025 Benefit Game Changers

• Back by popular demand—Get the latest ideas from plans on benefits that are moving the needle 

• Identify which new supplemental benefits are making a tangible difference in supporting members and their caregivers and improving care outcomes 

• Discover the latest trends in plan benefits to help ensure you’re competitive next AEP 

Track B: Member Experience

Experience Excellence: Designing and Fostering Exceptional Member Experiences

• Drive experience excellence as a strategy for success across the organization, including culture, staffing and hiring, strategy infrastructure, and communication 

• Use experience as a key driver of retention and membership group 

Jessica Vander Zanden, CHC, VP, Operations

Network Health

Angie Keenan, Director of Operations

Network Health

Track A: Benefits and Design

DNSP Deep Dive: The Latest on Benefits, Compliance, and SEP

• Unpack the recent changes DSNP plans need to be aware of related to benefits, marketing, and the new quarterly SEP period 

• Explore strategies for DSNP population outreach and recognize how it may differ from traditional MA outreach 

• Leverage the latest final rule changes through strategic, compliant implementation of additional member benefits to provide wholistic member care to seniors 

Track B: Member Experience

Mastering Member Engagement Strategy: Demystifying the Member Journey

• Learn to develop an inclusive member journey map to grow and retain membership 

• Understand how marketing, vendors, delegates factor into the member engagement strategy 

• Develop a seamless member engagement strategy spanning the organization 

Darren Wethers, CEO 

Wethers Consulting, LLC 

Tina Dueringer, CEO, Principal Advisor 

Dueringer Advisors, Inc 

Melissa Smith, Founder, Senior Advisor 

Newton Smith Group