Summit Agenda


Agenda Day 1 | Day 2

Agenda: Day 1 - Monday, July 22, 2019

Day 1: Morning Plenary Session

Welcome and Introduction

Congresswoman Allyson SchwartzCongresswoman Allyson Schwartz
President & CEO, Better Medicare Alliance

Allyson Y. Schwartz, a former member of the U.S. House of Representatives from Pennsylvania who served from 2005-2015, is a nationally recognized leader on health care issues. Throughout her professional life she has worked on issues such as affordability, primary care, coordinated care, and increased access to coverage.
Having worked as a health service executive, Schwartz was elected to the Pennsylvania State Senate in 1990, serving 14 years until her election to Congress. In the state Senate, Schwartz was the driving force behind Pennsylvania’s CHIP program, which was a model for the federal CHIP program five years later.

HHS/CMS Keynote Address

Alex M. Azar II, JD (invited)Alex M. Azar II, JD (invited)
Secretary, US Department of Health and Human Services Former President, US Division, Eli Lilly and Company Former Associate Independent Counsel, US Office of the Independent Counsel Washington, DC

Keynote: Bruce Broussard, Humana (confirmed)

Bruce BroussardBruce Broussard
President & CEO, Humana

Bruce D. Broussard, President and CEO, joined Humana in 2011. Under his leadership, Humana has created an integrated care delivery model centered on improving health outcomes, driving lower costs, enhancing quality, and providing a simple and personalized member experience. With its holistic approach, Humana is dedicated to improving the health of the communities it serves by making it easy for people to achieve their best health.


PANEL I: The Policies and Politics of Medicare Advantage

Jane GalvinJane Galvin
Managing Director, Regulatory Affairs, BCBSA
Susan DentzerSusan Dentzer
Visiting Fellow, Duke-Margolis Center for Health Policy
Doug Holtz Eakin Doug Holtz Eakin
President, American Action Forum

Douglas Holtz-Eakin has a distinguished record as an academic, policy adviser, and strategist. Currently he is the President of the American Action Forum and most recently was a Commissioner on the Congressionally-chartered Financial Crisis Inquiry Commission. He was the 6th Director of the non-partisan Congressional Budget Office (CBO) from 2003 to 2005. Following his tenure at CBO, Dr. Holtz-Eakin was the Director of the Maurice R. Greenberg Center for Geoeconomic Studies and the Paul A. Volcker Chair in International Economics at the Council on Foreign Relations. During 2007 and 2008, he was Director of Domestic and Economic Policy for the John McCain presidential campaign. Dr. Holtz-Eakin serves on the Boards of the Tax Foundation and National Academy of Social Insurance.


Panel II: Future of Quality Measurement and Star Ratings

Paul CottonPaul Cotton
Director of Federal Affairs, National Committee for Quality Assurance

Paul Cotton is the National Committee for Quality Assurance Director of Federal Affairs. He works with Congress, the Administration and other stakeholders to improve health care quality. Previously he was a lobbyist for AARP on Medicare, Medicaid, CHIP, health reform, health IT and quality improvement issues. He has also worked at the Center for Medicare & Medicaid Services as Hearings & Policy Presentation Director in the Office of Legislation, and as a journalist for publications including the Journal of the American Medical Association. 

Featured Speaker: Adam Boehler, CMMI (pending)

Panel III: How Can Providers and Plans Partner for Success in Medicare Advantage? (AMGA Panel)

Michael Castellano Michael Castellano
Chief Executive Officer, Esse Health

Mike Castellano is an accomplished Senior Executive, Accountant, and Board Member with more than 10 years of success in the healthcare industry. Leveraging extensive experience in optimizing organizational design, finance, and treasury, Mike is a valuable asset for companies seeking guidance on strategic planning, product development, and market applicability. His broad areas of expertise include healthcare population management, strategy formation and planning, operations, risk management, safety, acquisitions analysis and execution, accounting and financial reporting, human resources, employee benefits, continuous quality improvement, corporate governance, and commercial real estate.

Bryan Demarie, M.D.Bryan Demarie, M.D.
Senior Medical Director, USMD Health System and WellMed

Bryan Demarie, M.D., serves as senior medical director of USMD Health System and WellMed. He is also a practicing internal medicine physician with more than 25 years of experience caring for patients.
He is board certified by the American Board of Internal Medicine and is an active member of American College of Physicians, Texas Medical Association, Dallas County Medical Association and American Medical Group Association. Dr. Demarie lives in the Dallas area and enjoys spending free time with family and friends, running, cycling and swimming.

Beth HonanBeth Honan
Vice President, Atrius Health
Chet SpeedChet Speed
Chief Policy Officer, AMGA



Afternoon Mini Summits: 1:15 - 2:00pm

Session A

Medicare Advantage: Navigating Employer Group Waiver Plans

Introductions, Panel Discussion and Q&A

Jane GilbertJane Gilbert
Director, Retiree Health Care Teachers' Retirement System

Jane Gilbert is the Director of Retiree Health Care for the Teachers’ Retirement System of the State of Kentucky (TRS) and has served TRS retirees since April 2002.  She manages two retiree health plans covering 48,000 retirees.  She also serves as a leader in the areas of health insurance cost containment, project management, risk management and federal health care solutions.

Ms. Gilbert served in management and directorship positions for a Louisville Kentucky law firm and cost containment company, The Rawlings Company, from 1989 through 2002.  Prior to serving at The Rawlings Company, she worked as an accountant for a national CPA firm.  

Consumer Education: Understanding the Key Decision Making Factors and Simplifying Complexity of Medicare

Introductions, Panel Discussion and Q&A

Addressing Advanced Illness: Medicare Advantage and Hospice Carve-In

Introductions, Panel Discussion and Q&A

Afternoon Mini Summits: 2:15 - 3:00pm

Session B

Leveraging Nutrition to Improve Health Outcomes: Meal Delivery and Policy Changes in Medicare Advantage

Introductions, Panel Discussion and Q&A

Lucy TheilheimerLucy Theilheimer
Chief Strategy and Impact Officer, Meals on Wheels
Joint Payor-Provider Panel: Navigating Value-Based Purchasing Agreements

Introductions, Panel Discussion and Q&A

Jeff MicklosJeff Micklos
Executive Director, Health Care Transformation Task Force

Jeff Micklos is the Executive Director of the Health Care Transformation Task Force, a group of private sector stakeholders working to accelerate the pace of delivery system transformation.  Representing a diverse set of organizations from various industry segments – including providers, health plans, employers, and consumers – Task Force members share a common commitment to transform their respective businesses and clinical models to deliver person-centered high quality care at lower cost through innovation. Task Force members aspire to put 75 percent of their business into value-based arrangements by 2020.
Jeff is the former Executive Vice President, Management, Compliance, & General Counsel of the Federation of American Hospitals, a national trade association representing investor-owned hospitals, and a former Partner in the Health Law Department of the international law firm of Foley & Lardner LLP.  He began his career as a litigator and regulatory counsel for the Health Care Financing Administration, U.S. Department of Health and Human Services, and also served in the Office of General Counsel, Social Security Administration. 

Engaging Older Adults in Diabetes Prevention

Presentation, Panel Discussion and Q&A

Julia HuJulia Hu

Julia founded Lark to make healthcare more personal and compassionate through A.I. Lark’s A.I. chronic disease platform helps payors offer 24/7, one-on-one chronic disease prevention and management to all patients. Lark’s A.I. is fully medically reimbursed and has been named  "10 Most Innovative Companies in the World" alongside Uber, Airbnb, and Wechat, ,  "Most Innovative Digital Health Product of the Year" by Forrester Research, and "Top 10 Apps of the Year” out of all 2 million apps by Apple.
A serial entrepreneur, Julia was named “Top 10 Women in Tech to Watch”, “30 Under 30” by Inc. Magazine, and "17 Female Healthcare CEOs to Know", Becker's Hospital Review. Prior to Lark, Julia founded two cleantech companies and was an EIR at Stanford’s StartX Incubator. Julia has advised President Obama on innovation, is a faculty member of Singularity University, and on the boards of the Council of Diabetes Prevention and the Silicon Valley Leadership Group.

Afternoon Mini Summits: 3:15 - 4:00pm

Session C

Medicare Advantage Value Based Insurance Design: The Next Era

Introductions, Panel Discussion and Q&A

Medicare Advantage as a Catalyst to Reduce Health Disparities and Advance Health Equity in Medicare

Introductions, Panel Discussion and Q&A

The Next Frontier: Combining Clinical and Social Determinants of Health Data to Improve Outcomes and Reduce Disparities

Presentation, Panel Discussion and Q&A

Agenda: Day 2 - Tuesday, July 23, 2019

Day 2: Morning Plenary Session

Welcome and Introduction

Jerry Penso, M.D., M.B.A.Jerry Penso, M.D., M.B.A.
President & CEO, American Medical Group Association

Jerry Penso, M.D., M.B.A., is President and CEO at AMGA (formerly the American Medical Group Association), a trade association that represents medical groups and other organized systems of care, including some of the nation’s largest, most influential integrated healthcare delivery systems.
Dr. Penso previously served as chief medical and quality officer for AMGA and president of AMGA Foundation. Under his leadership, the impact of AMGA’s quality programs grew to improve care for 26 million patients.

Keynote: Megan Callahan, Lyft VP of Health (confirmed)

Megan CallahanMegan Callahan
VP of Healthcare, Lyft

Lyft is excited to announce our first Vice President of Healthcare, Megan Callahan. Megan will lead the strategic direction and expansion of Lyft’s healthcare business, spearheading the development of innovative services and technology to better collaborate with our growing base of healthcare partners. Megan brings more than two decades of experience from across the healthcare industry, serving most recently as Chief Strategy Officer at Change Healthcare, and as Senior Vice President of Corporate Strategy & Business Development at McKesson prior to that.

SPOTLIGHT ON INNOVATION SESSION #3 - Presented by Oak Street Health (confirmed)

PANEL IV: Supplemental Benefit Flexibility & Social Determinants of Health

Robert SaundersRobert Saunders
Research Director, Duke-Margolis Center for Health Policy

Dr. Saunders is Research Director, Payment and Delivery Reform at Duke-Margolis.  In this role, he directs a portfolio of payment and delivery reform initiatives, which focus on ACOs, alternative payment models for specialty care, new payment and delivery approaches for serious illness care, and translating evidence to policy-relevant options.
Prior to joining Duke-Margolis, Dr. Saunders was a Senior Director and then Senior Advisor to the President of the National Quality Forum, where he managed a large federally-funded project that provided recommendations on more than 200 quality measures for 20 different federal programs in a period of two months. As Senior Advisor, he directed special projects on topics including data, payment reform, systems engineering, and future of healthcare quality measurement. There, he authored targeted communications to translate the organization’s technical work for a broad audience, including journal perspectives, white papers, and blogs and supported the development of new funding opportunities, including developing relationships with foundations and authoring concept papers and proposals. He was previously Senior Program Officer at the Institute of Medicine and managed health care legislative affairs for Representative Rush D. Holt.


Panel V: Telehealth in Medicare Advantage: Improving Patient Engagement and Rural Health Access

Ann Mond JohnsonAnn Mond Johnson
CEO, American Telemedicine Association

Ann Mond Johnson joined the American Telemedicine Association (ATA) as CEO in 2018.  Her experience includes launching, building and leading client driven companies that have been innovators in using healthcare technology and data to support consumers using healthcare.  

Prior to joining the ATA, Ann served as CEO of Zest Health, a technology-enabled service; as Board Chair and Advisor to ConnectedHealth, a leading provider of private insurance exchanges; and as co-founder and CEO of Subimo, a pioneer in healthcare cost and quality transparency tools for consumers. Ann began her career in healthcare data and information as Senior Vice President at Sachs Group (now part of IBM Watson/Truven Health). She also worked at a multi-hospital system in Minneapolis which is now part of Allina. 

Ann’s ability to inspire and lead diverse teams has helped build both profitable organizations and innovation in the industry. Widely acknowledged as a thought leader, she presents at a range of professional meetings and conferences. She also maintains an active professional network and affiliations, including membership in the Healthcare Executive Leadership Network and Women Business Leaders of US Healthcare. She was inducted in the Chicago Entrepreneurship Hall of Fame in 2016. Ann serves on the board of Pathfinder International, and has served on the board of Round Earth Media, a non-profit organization focused on journalism. 

CMS Keynote Address

Administrator Seema Verma (Invited)Administrator Seema Verma (Invited)
Washington, DC

Keynote: Larry Merlo, CVS Health (confirmed)

Larry J. MerloLarry J. Merlo
President & CEO, CVS Health

Larry J. Merlo is President and CEO of CVS Health, the nation’s premier health innovation company helping people on their path to better health. Under Merlo’s leadership, CVS Health is pioneering a bold new approach to total health by making quality care more affordable, accessible, simple and seamless. CVS Health is community-based and locally focused, engaging consumers with the care they need when and where they need it. As part of this deep commitment to public health, in 2014 the company announced the landmark decision to be the first major retail pharmacy to eliminate tobacco sales in all of its stores. To reflect this broader health care commitment, the company subsequently changed its corporate name to CVS Health.

PANEL VI: Addressing Rising Costs of Prescription Drugs

Medicare Advantage Perspective from Capitol Hill LUNCHEON AND PRESENTATION

Afternoon Mini Summits: 1:15 - 2:00pm

Session A

How Does Participation in MA Risk-Based Contracts Create Synergies for Success in CMMI New Advanced Payment Models?

Introductions, Panel Discussion and Q&A

Innovations in Kidney Care: Caring for ESRD Beneficiaries in Medicare Advantage

Introductions, Panel Discussion and Q&A

Special Needs Plans: Integration of D-SNPs and Growth in I-SNPs

Introductions, Panel Discussion and Q&A

Afternoon Mini Summits: 2:15 - 3:00pm

Session B

Part D 2020: Modernization of Part D & Data-Driven Tools to Improving Drug Therapy Management

Introductions, Panel Discussion and Q&A

Effectively Reaching Age-Ins

Introductions, Panel Discussion and Q&A

Medicare Advantage Provider Directories Integrity and Accuracy

Introductions, Panel Discussion and Q&A

Afternoon Mini Summits: 3:15 - 4:00pm

Session C

Incentivizing Providers on Star Ratings

Introductions, Panel Discussion and Q&A

Targeting the Serious Mental Illness Population in Dually Eligible Medicare/Medicaid Populations

Introductions, Panel Discussion and Q&A

John DwyerJohn Dwyer
President, Global Alzheimer's Platform Foundation

John R. Dwyer, Jr. is the President of the Global Alzheimer’s Platform Foundation. The GAP Foundation is dedicated to making the clinical trial process for Alzheimer’s therapies substantially more efficient thereby speeding cures to patients afflicted with this insidious disease.
John is a serial healthcare entrepreneur who most recently participated in the acquisition of MeYou Health, upon whose Board he now serves. Prior to GAP, John served as the co-founder and Chairman of Telcare, Inc., a high technology manufacturer of the first wirelessly enabled blood glucose meter designed to empower patients with diabetes to better manage their disease.
Mr. Dwyer first became a CEO at the age of 30. In the following years, he has held “C” level positions in six emerging growth companies in the healthcare industry. His past assignments have included serving as CEO of e-Medex, Inc., which later merged with Active Health Management to become the leading provider of population health management services where he served as the Chief Operating Officer. Active Health as purchased by Aetna in 2005. He was also a co-founder and Chairman of CodeRyte, Inc., a venture-backed seller of medical billing software using natural language processing to generate billing codes. CodeRyte was purchased by 3M in 2012.Mr. Dwyer currently serves on the Boards of Directors of a number of private and notfor-profit organizations. Mr. Dwyer is a graduate of Marquette University and the Cornell Law School.

Incorporating Care in the Home

Introductions, Panel Discussion and Q&A