In Partnership with Health Action Council
For employers, healthcare benefits have become a defining business issue. Costs are rising, predictability is under pressure, and many organizations are questioning whether their current approach is delivering the transparency, flexibility, and value the business requires. As the market grows more complex, leaders need a clearer view of their options and stronger control over the decisions shaping today’s spend and tomorrow’s strategy.
This session will examine the forces shaping the landscape today and the practical actions organizations can take to respond with greater confidence. From funding and network strategies to plan design, vendor alignment and governance, the discussion will focus on how to improve decision-making, and create a more disciplined, forward-looking approach to healthcare benefits.
President and CEO
Health Action Council
President and CEO
Health Action Council
Editor-in-Chief & Chief Content Officer,
Chief Executive Group
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Chief Investment Officer, Morgan Stanley Wealth Management
Shalett leads the Morgan Stanley Wealth Management’s Global Investment Office, a group of more than 250 professionals driven by a desire to help advisors and clients better understand and navigate the markets. “None of our competitors have this integrated value proposition, where the people who are doing due diligence are connected to the people who do asset allocation, who are connected to the committee that is setting the high-level, tactical market calls.”
Shalett is also Chair of Morgan Stanley’s Global Investment Committee (GIC), senior investment professionals focused on sourcing diverse perspectives from across the Firm to deliver investment views to wealth management clients.
President and CEO
Health Action Council
Patty Starr is president and CEO of Health Action Council and is responsible for driving the strategic direction of the organization–build stronger, healthier communities where business can thrive.
Since joining the Health Action Council staff in 2013, she has transformed the organization yielding broad national expansion and seven consecutive years of growth.
Patty is a member of the Advisory Board at the Heritage College of Osteopathic Medicine and the Board of Directors for Health Policy Institute of Ohio (HPIO). She has also served on the Board of Directors for the Better Health Partnership, Ohio Patient-Centered Primary Care Collaborative and Health Action Council before becoming executive director in 2013.
Starr was awarded a Benefits Pro Luminaries Honoree (2024), named as one of the 100 Most Influential People in Healthcare by Crain’s Cleveland Business (2024), a Woman of Influence by Cleveland Business Journal (2022), and named a Notable Woman in Healthcare by Crain’s Cleveland Business (2018, 2026). Patty has also been a healthcare opinion leader, publishing multiple successful White Paper studies and even being featured in Cleveland.com.
Prior to Health Action Council, she was the Senior Director, Health Insurance and Benefits at the Council of Smaller Enterprises (COSE) and was President and Founder of The Ark Individual Insurance Brokerage.
Editor-in-Chief & Chief Content Officer,
Chief Executive Group
Dan is editor-in-chief of Chief Executive and Corporate Board Member magazines and oversees content development across all CEG platforms. Prior to joining CEG in 2017, he was managing editor of Forbes and the first Business Editor of NYTimes.com, where he co-founded the popular NYT Dealbook franchise in 2001. He has a BFA from Emerson College, Boston.
1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.
