SPBA - Society of Professional Benefit Administrators

Emerging Self Funded Professionals Online Networking Event Recap Guest Speakers: Sandy Walters and Jamie Farrell. Friday, October 11 Last Friday, during the Emerging Self-Funded Professionals Online Networking event, we had a productive discussion on the evolution of a TPA firm from regional to national, with a focus on client-centric solutions, data analytics, and collaboration. Key themes included the importance of flexibility, transparency, and continuous learning to adapt to industry changes like telehealth extensions and PBM reform. It was inspiring to hear personal stories and insights from our members, and we are proud to provide the resources that help TPAs stay ahead in this dynamic landscape. Thank you to everyone who attended and for your valuable contributions! #SPBA #TPA #Healthcare #StopLoss #PBM

SPBA 2024 Hybrid Fall Meeting September 25-27, 2024 Scottsdale, AZ 🌟 The SPBA Hybrid Fall Meeting was a resounding success! 🌟 We kicked off an incredible start at The Westin Kierland Resort & Spa in Scottsdale, AZ, filled with insightful sessions and dynamic discussions. Attendees gained valuable knowledge on key industry trends and challenges, from building TPA sales & marketing success with Glenn McLellan to important compliance updates led by Ashley Gillihan. We also hosted a series of engaging workshops covering vital topics such as Stop-Loss Basics, advanced strategies in Stop-Loss management, and the fundamentals of Health Plan Administration. Experts discussed how TPAs can reclaim their power in stop-loss solutions amid recent industry shifts, while others shared insights on navigating the complexities of GLP-1 weight loss medications and the advantages of captives for small and mid-sized employers. Day 2 of the SPBA Fall Meeting was in full swing, exploring two critical topics: the transformational power of Generative AI and Cyber Security! "The Transformational Power of Generative AI in Health Benefits Administration" where guest speaker Anoop Mehendale highlighted the strategic advantages of Gen AI for TPAs and how it's reshaping the industry. We also dived into a Cyber Security Training Event led by expert Bob Michie. With the growing importance of digital security, this event provided practical strategies and insights to help protect businesses in today’s cybersecurity landscape. A huge thank you to all our speakers and participants for making the SPBA Fall Meeting a great success and an unforgettable experience! Ashley Gillihan John Youngs Steven T. Boyd, PharmD Anoop Mehendale Glenn McLellan #SPBA #TPA #SelfFunding #Compliance #StopLoss #cybersecurity #riskmanagement

SPBA 2024 Fall Meeting, September 25-27 in Scottsdale, AZ. A Special Message from SPBA Chairman, Kris Smith. Kris Smith, Chairman of SPBA, invites you to join us at the SPBA Fall Meeting in Scottsdale, Arizona, from September 25-27. This is your opportunity to connect with leaders in the self-funding industry, explore key issues, and gain insights that will drive your business forward. In-person attendance provides a valuable platform for deeper discussions and relationship building that virtual meetings just can’t offer. Register today and secure your spot at this essential event! SPBA members only. To learn more, email us at info@spbatpa.org. #SPBA #Healthcare #StopLoss #TPA

🔒 Cyber Security Training Event at the SPBA Fall Meeting! 📅 September 25-27 in Scottsdale, Arizona Cyber security is a responsibility that extends far beyond the IT department. This is why SPBA's Cyber Security Training Event is so important for you and your staff to attend. While IT companies help set up protections, most cyber breaches occur because non-IT staff let their guard down. That’s why we are inviting you and your team to this essential event. It’s not just about understanding threats—it’s about giving everyone the knowledge to prevent attacks before they happen. Hosted by Bob Michie, a renowned cybersecurity expert and Amazon best-selling author of "Managing Your Business Risk in the Cybersecurity Minefield," this event will offer practical strategies and insights to help safeguard your business. Why Attend the SPBA Fall Meeting? ✔ Cybersecurity is everyone’s responsibility: Breaches happen when non-IT staff make unintentional mistakes. Training your entire team ensures that every employee knows how to protect your business. ✔ Tailored for your needs: We know the TPA business, and this event is designed to address the specific risks and challenges you face. ✔ Practical, real-world solutions: This event isn’t just theoretical—it’s filled with actionable insights that you can implement immediately to strengthen your defenses. Don’t assume your business is fully protected—make sure you and your entire staff are equipped to handle the challenges of the modern cybersecurity landscape. This fall’s meeting will include a series of sessions focused on the latest business strategies and insights on Stop-Loss, as well as additional sessions covering sales and marketing success, government compliance, PBM strategies, and more! Attending the SPBA Fall Meeting in person offers unparalleled opportunities for networking, learning, and engagement. By being physically present, you can: ✔ Forge Stronger Connections: Face-to-face interactions foster deeper relationships and create stronger connections with peers, industry leaders, and potential partners. ✔ Engage in Dynamic Discussions: Participate actively in sessions, workshops, and panels where real-time feedback and discussions can provide richer insights and immediate answers to your questions. ✔ Experience the Full Scope of the Event: Immersing yourself in the environment allows you to fully experience the event’s offerings, from keynote speeches to networking events, and get the most out of every opportunity. ✔ Showcase Your Commitment: Your presence signals your commitment to your professional growth and to the SPBA community, demonstrating your dedication to staying informed and involved. Don’t miss the chance to be a part of this invaluable experience. We look forward to seeing you on September 25-27 in Scottsdale, Arizona! For SPBA members only. To learn more, email us at info@spbatpa.org. #SPBA #Cybersecurity #TPA #StopLoss #Healthcare

SPBA Welcomes its New Service Partner: ✨ BizXcel - Analytics & Software Development! ✨ With locations in the US & Canada, BizXcel has proudly served the insurance community for two generations and offers a unique suite of professional information technology services for small and midsized TPAs. Our custom Reporting Services helps TPAs tackle the toughest regulatory, vendor and SLA reporting challenges for compliance with state (e.g. Maryland) and vendor (e.g. CVS, Caremark) requirements. Other solutions include integration, data transformation, automation, and analytics proven to turn data into actionable insights. What’s different about BizXcel? Relentless focus on improving quality of life for our clients so that people, teams and workplaces can generate greatness. Join us in giving a warm welcome to BizXcel - Analytics & Software Development. We are thrilled to have them join our SPBA Family! Douglas Bowen Lucas Blancher

SPBA Welcomes its New Service Partner: 🌟 Intellivo 🌟 We are excited to introduce Intellivo as our new Service Partner! Intellivo is a provider of innovative payments technology for health plans, payers, and providers. Intellivo identifies more payment sources for pre-bill complex claims and post-pay subrogation, and secures payment with a transparent, technology-driven process. Intellivo serves 21 of the FORTUNE 100 and more than eight million member lives. For more information, visit www.Intellivo.com. Join us in extending a warm welcome to Intellivo. We are excited to have them on board and look forward to a fruitful partnership! Alyssa S. Daniel Cooper, JD Tim F. Brown Nick White #SPBA #ServicePartner #Intellivo #healthcare

SPBA 2024 Fall Meeting Sponsors September 25-27 A big thank you to our amazing sponsors for your unwavering support! ◾ Availity’s vision is to connect, delight, and empower the nation’s premier healthcare ecosystem. As the nation’s largest real-time health information network, Availity delivers innovative solutions that enhance operational efficiency, drive transformative outcomes, and improve patient care experiences. ◾ Cotiviti provides performance analytics and payment accuracy solutions to third-party administrators (TPA) and self-insured employers that help set the right strategy for cost management, health and productivity improvement, and objectively measured results, ensuring program ROI. Specifically within cost management, we support more accurate claim adjudication for TPAs through market-leading prepay claim editing technology and clinical claim coding review delivered in a fully managed service model. ◾ Green Light Light focuses on data analytics, cost management, and workflow optimization for health benefit plans. Green Light provides tools for health plans to evaluate their data, better interpret plan performance, and identify specific cost drivers. ◾ Nomi Health powers a new model of healthcare for buyers of care & their partners. Nomi Health simplifies the business of healthcare with payment rails and programs built specifically for self-funded employers, governments and their partners, such as TPAs, brokers & consultants. ◾ Plan Stewards is an independent, privately owned TPA, led by a team with over 150 years of collective experience in the self-funded arena. Our focus is on providing cutting edge cost containment solutions, groundbreaking direct contracts, and adaptable plan designs. Our emphasis is on serving group clients with a workforce of 50 or more employees, as well as retiree plans of various sizes.    ◾ True Rx Health Strategists supports organizations & employees thrive through solutions that advance health. As health strategists, True Rx digs deeper to reach cost & health goals, improve plan performance, and identify trends. As an independent, family-owned company, True Rx focuses on care, not investors. You can count on clear contracts, no spread pricing, pass-through rebates, and lowest net cost formularies. ◾ Zelis is modernizing the healthcare financial experience by providing a connected platform that bridges the gaps & aligns interests across payers, providers, and healthcare consumers. This platform serves more than 750 payers, including top national health plans, BCBS insurers, regional health plans, TPAs & self-insured employers, and millions of healthcare providers & consumers. Chelsey Buffone, CMP Stephanie Kirtley Warren Lesnefsky Christopher Ellsworth Melissa Giannola Donna Childers Russ Thomas Jared Wilstead Mark Hilborn Amy Graycochea BJ Vigil Matt Davis Michael Osborn Jason Wininger Juliette Willard Eric Barker, RPh Jesse McDonald Mark Williams Adrienne LaBorwit Erin Alden Brophy, CMP

SPBA 2024 Fall Meeting Sponsors 💥 September 25-27 Scottsdale, AZ Below are the sponsors for the 2024 SPBA Fall Meeting. Our heartfelt gratitude to our incredible sponsors! Availity’s vision is to connect, delight, and empower the nation’s premier healthcare ecosystem. As the nation’s largest real-time health information network, Availity delivers innovative solutions that enhance operational efficiency, drive transformative outcomes, and improve patient care experiences. Availity's suite of solutions includes multi-payer workflows, dynamic automation capabilities, and AI-enabled tools to empower providers, health plans, and technology partners to seamlessly exchange and leverage actionable, standards-based clinical, administrative & financial information. Green Light focuses on data analytics, cost management, and workflow optimization for health benefit plans. Green Light provides tools for health plans to evaluate their data, better interpret plan performance, and identify specific cost drivers. Green Light configures & deploys a customized set of solutions designed to optimize claim savings, ensure compliance with national billing & coding standards, and increase overall efficiencies in workflow.  With Green Light, health plans are better equipped to respond to rapidly changing market dynamics, resulting in enhanced controls & increased savings opportunities. Nomi Health powers a new model of healthcare for buyers of care & their partners. Nomi Health simplifies the business of healthcare with payment rails and programs built specifically for self-funded employers, governments and their partners, such as TPAs, brokers & consultants. True Rx Health Strategists supports organizations & employees thrive through solutions that advance health. As health strategists, True Rx digs deeper to reach cost & health goals, improve plan performance, and identify trends. As an independent, family-owned company, True Rx focuses on care, not investors. You can count on clear contracts, no spread pricing, pass-through rebates, and lowest net cost formularies. Offers robust clinical programs, exceptional patient care, and expertise to meet future challenges with confidence. Zelis is modernizing the healthcare financial experience by providing a connected platform that bridges the gaps & aligns interests across payers, providers, and healthcare consumers. This platform serves more than 750 payers, including top national health plans, BCBS insurers, regional health plans, TPAs & self-insured employers, and millions of healthcare providers & consumers. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts – driving real, measurable results for clients. Russ Thomas Jared Wilstead Mark Hilborn Amy Graycochea BJ Vigil Matt Davis Michael Osborn Jason Wininger Juliette Willard Eric Barker, RPh Jesse McDonald Mark Williams Adrienne LaBorwit Bryan R. Erin Alden Brophy, CMP

We are proud to announce that SPBA made a charitable contribution at our last Spring Meeting in Washington, D.C., to support the impactful work of Food Rescue US - DC. This national nonprofit is dedicated to reducing hunger and food waste, and since its launch in 2016, the DC chapter has rescued and provided 10 million meals, preventing 12 million pounds of food waste across the DMV area. SPBA is committed to helping charitable organizations in the communities where our meetings are held. We are honored to support Food Rescue US - DC and encourage others to join us in contributing to this vital cause. Donations are welcome here: https://lnkd.in/eWF4t8hP. Learn more about their efforts and the lives they are changing. Kate Urbank

🗓 Friday, August 30, 2024 🕚 11:00 a.m. - Noon EST Emerging Self-Funding Professionals Online Networking Event 💥 Don’t miss our last Emerging Self-Funded Professionals online networking event of the year! - Hosted by Richard Hardin. Join us on August 30th for an exciting opportunity to propel your self-funding career forward. Hosted by SPBA Board member and President of Edison Health Solutions, Richard Hardin. Our guest speakers are Sandy Walters, with Kelly Benefits, and SPBA Board member Jamie Farrell, with Nova Healthcare Administrators. This event is designed to inspire and connect emerging self-funded professionals in our industry. Whether you are looking to network, gain insights, or take the next step in your career, this event is for you. Participants in these events have the opportunity to share their experiences as well as learn from other members. We encourage all members eager to advance their self-funding expertise to attend. This event is for SPBA members only. To learn more, email us at info@spbatpa.org or visit www.spbatpa.org. #SPBA #TPA #StopLoss #Healthcare