The 3rd Annual
Supplemental Benefit
Innovations to Drive Health Outcomes

Gain Competitive Market Advantage and Better Health & ROI For
Medicare Advantage, Medicaid, and D-SNP Plans

Event Schedule

Workshop Registration

Reward-Ready Benefits: Designing Supplemental Programs that Boost Stars, Improve Cost Savings, and Elevate Member Experience

Learning Objectives

  • Regulatory snapshot
    • Gain a clear overview of the latest CMS guidance and policy updates that will shape 2026 supplemental benefit strategies
  • Data-driven design
    • Explore how market research and member segmentation inform rewards and incentives programs that enhance specific Stars measures and support cost savings
  • Blueprint for value
    • Walk through a step-by-step framework for building supplemental benefits that drive revenue growth, cost efficiency, and a superior member experience
  • Hands-on modeling exercise

Use Wakely's benefit-design tool to model your own rewards-and-incentives program and project its impact on quality

  • Measures and budget planning
  • Real-world perspective
  • Hear directly from our panel of experts including best practices and actionable insights for 2026 benefit design


Workshop Leaders:

Jason Montrie

Executive Vice President

NationsBenefits


Jennifer Sisto Gall,

Director

ATI Advisory


Sion Hughes

Senior Consultant, Market and Provider Strategist

Wakely

Networking Continental Breakfast

Chairperson's Opening Remarks:


Christine Leo,

AVP for Medicare,

Hinge Health

Decoding the New Administration: Navigating Policy Shifts in Supplemental Benefits


  • Understanding policy language: what recent changes really mean for Medicaid, Medicare, state-based care, and supplemental benefits
  • Comparing access and support structures pre- and post-Trump administration, especially in transportation, food, and non-medical services
  • Impact of new food restrictions - what is considered healthy food to various conditions?
  • Health Equity Index renamed and reframed: what's the new focus and how will plans respond?
  • Growing pressure on plans to address unmet needs with flexible support, cash assistance, healthy food, and beyond
  • Health plan perspective and outlook

Jenn Kerfoot,

Chief Strategy & Growth Officer

DUOS

Charles Baker,

Vice President, Compliance Solutions

ATTAC Consulting Group

Panel:
Life After VBID: Navigating the Sunset and the Shift Toward SSBCI in Medicare Advantage

  • VBID Sunset in 2025: What it means for plans?
  • How are plans leveraging SDOH through SSBCI
  • The critical role of D-SNPs and how VBID supported dual integration—adapting care models accordingly
  • Operational challenges: How are plans streamlining processes under SSBCI
    • eligibility
    • benefit access
    • vendors
  • Lessons from VBID Implementation: Insights into how small vs. large plans approached VBID
  • How are plans adjusting for SSBCI administration and vendor partnerships

Moderator:

Ariane Grazian,

SVP, Health Plan Solutions

Soda Health


Panelists:

Daniel Weaver,

SVP Stars and Quality

Zing Health

Mindi S. Knebel,

Chief Executive Officer

KaizenHealth

Panel:
ROI & Rate Increases: How to Structure, Measure, and Justify Benefits in a Cost- Compressed Environment

  • Perspective Vs. reality
  • Actuarial perspective and health plan management
  • Understanding ROI through multiple lenses: cost, clinical outcomes, and access
  • Distinguishing “table stakes” from “nice-to-haves”
  • Benefits often chosen for member growth, not just ROI
  • Aligning access, quality and cost
  • Chronic care and GLP-1 programs: integrating lifestyle and prevention to drive long-term cost reduction
  • Challenges in proving ROI
  • How supplemental benefits can move beyond marketing tools to become true levers for total cost of care reduction and quality improvement

Moderator:

Monica Pagels,

Manager, JV, Product Development

Emergient


Panelists:

Kaleb Holt,

Director of Medicare Products

SelectHealth

Austin Weaver,

Senior Vice President, Healthcare Strategy,

Papa


Networking Refreshment Break


Panel:
Reimagining Dental Benefits: Strategic Integration, Innovation, and Medical Alignment

  • Underutilized dental benefits: Plans paying for it whether members use it or not
  • Why plans are increasingly motivated to drive dental benefit utilization
  • Trends in benefit design: rising generosity, increased provider networks, and inclusion of high-cost services like dentures and implants
  • The evolving link between dental and medical: identifying medically necessary dental needs tied to chronic or serious conditions
  • How upcoming definitions of medically necessary dental could reshape coverage
  • Why revamping outdated dental offerings is essential to competitiveness, member satisfaction, and bottom-line performance

Moderator:


Michael Adelberg,

Executive Director

National Association of Dental Plans


Panelists:

Ray Shackelford,

Medicare Product Development Partner

Select Health, Idaho and Colorado

Shianne Brow,

Lead, Product Development, Medicare

Priority Health


Panel:
Navigating Customer Communications and Shifting CMS Guidance on Mid Year Notifications: Key Considerations for Plans and Actuarial Insights

  • Review CMS' 9/8/2025 communication on delayed enforcement and key takeaways / timing
  • Immediate / longer term impacts to in-flight work and planning based updated guidance
  • Lessons learned from any 2026 planning or investment
  • Assessing how plans may test mid-year notifications and refine the process for better member understanding vs prioritizing other 2026 initiatives
  • Discuss other strategies for encouraging utilization and customer engagement with supplemental benefits

Moderator:

Sion Hughes

Senior Consultant, Market and Provider Strategist

Wakely


Panelists:

Jennifer MacQuarrie,

Director, Product Solutions for Medicare Advantage,

Health Care Service Corporation (HCSC)

Abby Katabaro,

Managing Director, Medicare Products

Blue Cross Blue Shield of Michigan

Reimagining Medicare Supplemental Benefits: Closing Care Gaps Through Fintech-Driven Rewards, Incentives, and E-Commerce

  • How supplemental benefits and rewards can be structured to directly close care gaps (e.g., screenings, labs, Rx adherence)
  • How plans can use supplemental benefits and incentives to engage hard-to-reach populations and reduce member abrasion
  • The latest models for rewards & incentives that move beyond gift cards, delivering accountability, compliance, and member trust
  • How fintech-enabled infrastructure can create one seamless member experience across Medicare and Medicaid that reduces friction and confusion using a single digital-first experience
  • Real-world lessons on building a closed-loop system where benefits and incentives translate into measurable improvements in Stars, HEDIS, and outcomes

Matthew Renfro

CEO

Lynx

Emily Roberts

SVP, Head of Health Plans & Employer Growth

LetsGetChecked

Laura Hoffman

Vice President of Health Plan Sales

LetsGetChecked

Jenn Brooks-Kaluza

Head of Government Solutions

Lynx

Networking Lunch

A Two-Part Discussion:
Building Supplemental Benefits That Work: Bringing Compliance, Clinical, Sales, and Operations Together for Stars, CAHPS, and Health Equity

Part I Co-Designing Supplemental Benefits: Turning Field Signals into Cross-Functional Decisions

  • Use a cross-functional intake and simple scorecard (clinical value, compliance risk, ops readiness, member resonance)
  • Translate field feedback into clear eligibility/use rules, documentation, and plain-language messaging tied to CAHPS/Stars
  • Set owners and cadence (RACI + monthly review) to iterate benefits and track activation and equity reach

Nikki Rital Hungate

Government Programs Strategy Consultant

Brightstar Health Solutions, LLC

Jotham Cortez

Sales Director

Devoted Health Plan

Part II Build-Operate-Prove: Vendor Playbooks for Compliance-Ready Benefits that Move CAHPS & Stars


  • Convert plan design into scalable fulfillment, sustained activation, and audit-ready data from enrollment through outcomes
  • Define the minimum dataset and SLAs needed to demonstrate CAHPS/Stars impact and reduce grievances
  • Buyer checklist: activation plan, audit packet, equity targeting/reporting, and change-management approach

Moderator:

Nikki Rital Hungate

Government Programs Strategy Consultant

Brightstar Health Solutions, LLC

Panelists:

Katie Lavelle

Vice President of Health Plans

Medline

Kimberly Switlick Prose

Vice President Quality Solutions

Pareto Intelligence

Ben Sommers

SVP of Partnerships

Bold

Using Data to Decode Risk: Optimizing Supplemental Benefits Through Analytics and Technology

  • Investigating correlations between supplemental benefit utilization and low-risk members—what the data reveals so far
  • Leveraging CMS-submitted data to inform plan design, identify care gaps, and support smarter interventions
  • The growing role of technology and predictive analytics in supplemental benefits: How are plans using it for tangible results
  • How health plans are navigating data sharing with vendors?
  • Data access and utilization challenges—how retrospective insights impact future benefit availability and targeting
  • Differentiating small vs. large plan capabilities in managing data-driven SB operations and vendor coordination

Janine V. Angel

Senior Director, Medicare Strategic Business Operations & Compliance

Centene



Harnessing AI to Transform Medicare Advantage Plan Design and Operations

As the Medicare Advantage market grows more competitive and faces increasing financial pressures, success will depend on the ability to design differentiated, cost-effective products and streamline operations. Both generative and traditional AI technologies can play a pivotal role by:


  • Analyzing member and agent interactions to better understand member needs
  • Evaluating how benefit choices affect enrollment and medical loss ratio (MLR)
  • Rapidly extracting competitive insights from PBP files and EOC documents
  • Delivering product intelligence to downstream teams, including sales and member services
  • Automating the generation and review of multilingual EOCs, ANOCs, and Summary of Benefits documents

Kruthik Heggade

Health Plan and Provider Practice AI Leader

ZS

Abby Katabaro

Managing Director, Medicare Products

Blue Cross Blue Shield of Michigan

Networking Refreshment Break

Strategic Outlook: Navigating the 2026 Medicare Advantage Landscape

  • Learn key takeaways from the Medicare Advantage 2026 AEP
  • Explore critical insights, including carrier trends, significant benefit adjustments, and changes in market footprint and plan value
  • Understand key differences by plan type and size
  • Address the impact of important regulatory updates related to 2026 AEP
  • Help your plan strategically navigate and succeed in the 2026 MA landscape

Adam Barnhart

Principal and Consulting Actuary

Milliman

Mary Yeh

Senior Consulting Actuary

Milliman

Navigating the Numerous Disruptions in SNPs & Supplemental Benefits: OTC Coverage and Compliance Challenges

  • Understanding D-SNP: What supplements are required for coverage?
  • The complexity of OTC medications: Knowing when and how they should be covered
  • Ensuring compliance
  • Financial resources
  • Allocating funds for required DSNP and OTC coverage
  • The challenge of verifying coverage
  • Spending rebate dollars to buy down costs or letting the cost flow through to members?
  • Looking at the out of pocket costs for DSNP and bids
  • How is CMS responding to I-SNP and C-SNPs - impactful?


Dr. Aelaf Worku,

M.D.| Chief Medical Officer

ATRIO Health Plans

Kaitlin Mayhew,

Senior Director, Product Development

Curana Health Plans / Align Senior Care

Additional Speakers TBA

Networking Cocktail Reception



Networking Continental Breakfast

Chairperson's Recap of Day One:


Christine Leo,

AVP for Medicare,

Hinge Health

Panel:
Optimizing Supplemental Benefits Through Strategic Vendor Partnerships

  • Value-based collaborations: Exploring shared savings and quality-driven models between health plans and vendors
  • Key considerations in selecting new partners:
    • capabilities
    • scalability
    • AI integration
    • data sharing
    • alignment
  • Operational strategies for aligning Medicare and Medicaid benefits through vendor collaboration
  • Building robust performance tracking systems with vendors
  • Vendor communication & management
  • Best practices for managing multiple vendors

Moderator:

Monica Pagels,

Manager, JV, Product Development

Emergient


Panelists:

Kaleb Holt,

Director of Medicare Products

SelectHealth

Kate Keenan, MPH,

Manager of Product Development and Implementation, Government Markets

Independence Blue Cross

Matt Tamke,

Executive Director

CVS Flex Benefits

Andy Friedell,

COO

The Helper Bees

Jason Prigge,

Chief Product and Innovation Officer, Payment Network

Healthy Benefits+ by Optum

Case Study:
Designing an Effective Pilot: Balancing Innovation with Market Readiness

  • How do you design a good pilot and analyze if it’s effectiveness?
  • Avoid the trap of launching a full-scale product too early – how to achieve a successful pilot
  • Timing is everything: when is the market (and your plan) truly ready for a pilot?
  • What ROI or benefits should a pilot deliver?
  • Real-world examples
  • How to design a pilot program for real innovation
  • From pilot to program:
    • metrics to hit
    • timeframes to follow
    • financial assessment
    • signals to expand

Janine V. Angel,

Senior Director, Medicare Strategic Business Operations & Compliance

Centene


Panel:
Integrating CHWs and Non-Clinical Providers into Benefit Delivery Workflows

  • How plans are working with CHW and non-clinical providers to lower-cost channels for delivering supplemental benefits to high-need members
  • Bridging access gaps and supporting more personalized outreach
  • Food, housing support, transportation, and wellness check-ins
  • Leveraging CHWs to enhance member engagement and satisfaction
  • Addressing integration barriers

Moderator:

TBA


Panelists:

Omar Daoud,

Vice President, Pharmacy at Community Health Plan of Washington

Community Health Plan of Washington

Additional Panelists TBA

Networking Refreshment Break

Topic TBA

Bridging Supplemental Benefits, Behavioral Health, and Preventive Wellness: A Holistic Approach

  • Expanding access to behavioral health through virtual counseling, digital tools, and culturally competent care
  • Solutions to address social isolation and caregiver burnout
  • Delivering behavioral health supports where traditional care models fall short
  • Designing benefits that promote social connection and emotional resilience

Dr. Aelaf Worku,

M.D. | Chief Medical Officer

ATRIO Health Plans

Additional Speakers TBA

End of the Conference