The date of this event is 9/16/2026, the newsletter had a misprint.
Please note, this is not open to other insurance firms.
Employee benefits have become one of the largest and least predictable expenses facing organizations today. Rising healthcare costs, specialty drug utilization, GLP-1 therapies, evolving pharmacy benefit regulations, and increased pressure to attract and retain talent are forcing finance leaders to take a more active role in benefits strategy. This session provides an executive-level perspective on the healthcare trends, market forces, and regulatory developments shaping employer-sponsored benefits and the financial decisions organizations face in response.
Designed for finance executives and business leaders, the program explores healthcare cost drivers, funding strategies, innovative plan designs, and the latest developments in PBM reform and fiduciary oversight. The discussion will highlight how organizations are approaching cost containment, risk management, and workforce-related benefit challenges while balancing employee experience and long-term financial performance. Attendees will leave with practical insights to help inform budgeting, forecasting, and strategic decision-making around one of their organization's most significant investments.
Speakers:
Jeff Barnesky – VP, Client Executive
Andrew Kelleher – VP, Client Executive
Holly Wahl – SVP, Employee Benefits
3:30 – 4:00 Arrival
4:00 – 5:00 Program
5:00 – 6:30 Happy Hour with drinks and appetizers
Learning Objectives
Analyze the key healthcare market trends, cost drivers, and regulatory developments influencing employer-sponsored benefit programs, including specialty medications, GLP-1 therapies, and pharmacy benefit management (PBM) reform.
Evaluate funding arrangements, plan design strategies, and risk management approaches that organizations use to balance healthcare cost containment with employee recruitment, retention, and engagement objectives.
Apply insights from current benefits market conditions to improve budgeting, forecasting, and strategic decision-making related to employee benefits, healthcare spending, and overall organizational financial performance.