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Bending the Trend with Smarter Plan Design | Benefit Design Workshops
July 22 @ 7:30 am - August 5 @ 11:30 am
Ready to take control of your healthcare spend? There’s never been a better time to break free from the status quo and design a plan that drives value for your business and your employees.
Learn how real employers made the shift from fully insured to self-funded and discover practical strategies that work in the real world. Participate in hands-on, expert-led small group discussions, gain fresh ideas, and leave with the confidence to take action to improve your benefit plan.
Join us at one of three convenient locations. Seats are limited so register early. Now is the time to build smarter benefits with better results. Be part of the movement to bend the trend and lower healthcare costs.
Locations and Dates:
All events will feature similar content, with local employers speaking about their experiences with self-funding. Each event will be held from 7:30am – 11:30am. Please choose the location that works best for you. Hotel block room rates are available.
Tuesday, July 22 | Wausau, WI
Tuesday, July 29 | Eau Claire, WI
Tuesday, August 5 | Milwaukee, WI
Schedule of Events:
|
7:30am – 8:00am CT |
Breakfast & Registration |
|
8:00am – 8:15am CT |
Welcome |
|
8:15am – 11:15am CT |
Program (including breaks) |
|
11:15am – 11:30am CT |
Taking Action & Closing Remarks |
This event has been approved for CE credit by HRCI, SHRM, and OCI. You must attend the entire workshop from 8:00am to 11:30am CT to receive CE credit through OCI.
The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
The Alliance is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®
This event is approved by the WI Office of the Commissioner of Insurance for licensees under the course topic Principles of Accident and Health insurance.
To Claim CE Credit:
- Attend the entire workshop in its entirety
- Sign the onsite attendance form
Failure to attend the entire workshop (as noted in the start and end times listed on this page) will result in a denial of CE credits for this course.
Speakers:
The Alliance
Curt Kubiak
Curt Kubiak became President and CEO of The Alliance in…
The Alliance
Mike Roche
Mike Roche joined The Alliance in 2015. He is responsible…
The Alliance
Bobbie Jo Aue
Bobbie Jo Aue joined The Alliance in 2021 and serves…
The Alliance
Curt Kubiak
Curt Kubiak became President and CEO of The Alliance in 2024, guiding its strategic direction alongside the Board and senior leadership. He founded NOVO Health in 2016 and previously served as CEO of The Orthopedic & Sports Institute of the Fox Valley and Director of Business Administration at Plexus. Kubiak holds a bachelor’s in finance and international business from Marquette University and an MBA from the University of Oshkosh.
The Alliance
Mike Roche
Mike Roche joined The Alliance in 2015. He is responsible for working with prospective employers, their broker/consultant and their TPA to introduce them to self-funded health benefit strategies; sharing data-based insights to manage their healthcare spend; and serving as a voice of The Alliance to expand our membership.
Mike has a strong background in health benefits and self-funding. He previously served as a regional sales advisor for Digital Benefits Advisors where he managed the health benefits for more than 160 credit union clients across 14 states.
The Alliance
Bobbie Jo Aue
Bobbie Jo Aue joined The Alliance in 2021 and serves as Director of Employee Strategy & Product Development where she uses her wealth of experience in network design, implementation, and analysis to better service employer-members and their brokers. Bobbie Jo comes from UMR where she held the role of Director of Customer Solutions – Networks for over 11 years. Other previous positions include Network Administrator/ Contract Manager roles at UMR, Security Health Plan, and Fiserv Health. Bobbie Jo earned her degree from UW-Steven’s Point.