The growing interest in Artificial Intelligence (AI) promises to transform most segments of the U.S. economy and the self-insurance marketplace will be no exception.  To help its members prepare to operate more successfully with augmented AI capabilities, SIIA is pleased to offer this full-day educational forum with content designed for “non-technical” executives and managers with strategic planning and/or P&L responsibilities within their organizations.  

This event is co-located with SIIA’s Healthcare Price Transparency held the day before to make it easy to attend both events if both topics are of interest.  Separate registration is required.


Tuesday, Feb. 27th
3:00 p.m. to 6:30 p.m. Registration Open
5:00 p.m. to 6:30 p.m. Networking Reception - Joint reception with SIIA’s Healthcare Price Transparency Forum

Wednesday, Feb. 28th
7:00 a.m. to 8:00 a.m. Continental Breakfast
8:00 a.m. to 8:05 a.m.

Welcome Remarks & Program Preview

John Capasso
SIIA Board Chairman

8:05 a.m. to 9:00 a.m.

Artificial Intelligence for Beginners – A Show and Tell Presentation
Before discussing AI applications and considerations specific to the self-insurance industry in subsequent sessions, we’ll start things off with a “beginners-level” session to introduce key terminology and concepts associated with current AI technology along with a preview of how AI capabilities are expected to evolve in the coming years with specific references to the self-insurance marketplace.  To help illustrate this content, the presenters will incorporate a “show and tell” format where various AI functions and capabilities will be displayed in real-time.


Ken McLaren
CoE - Partner, Data & Artificial Intelligence
Frazier Healthcare Partners      


Riyaad Seecharan
Chief Technology Officer
ELMCRx Solutions    

Ryan Clifton
Software Architect
Virtual Benefit Administrators     

9:00 a.m. to 10:30 a.m.    

Self-Insured Health Plans & AI – Real-World Applications 
As a follow-up to the previous session where we provided a basic overview of artificial intelligence, we’ll now transition to discussing how AI is currently being used and/or is expected to be used by companies involved with self-insured health plans.  These case studies will highlight AI applications that can be widely adopted and not dependent on any specific company product/services.


Joanne Wojcik
The Self-Insurer Magazine


Hemant Dua
Vice President of Technology
The Phia Group, LLC                        

Abdel Mahmoud, MD

Zahoor Elahi
Chief Operating Officer
Health at Scale

10:30 a.m. to 11:00 a.m. Networking Break

11:00 a.m. to Noon

Navigating the AI Revolution: Transforming Workforce Dynamics
We will explore the transformative impact of AI across the self-insurance sector, emphasizing its effects on workforce dynamics, business models, and industry-wide practices. Discover how AI is revolutionizing not just the minutiae, like risk assessments and claim processing, but also fundamentally altering job definitions, career paths, and the very fabric of broker-client engagements. Join us for a holistic understanding of both the hurdles and prospects introduced by AI and learn how to navigate and lead in this evolving landscape.  


Reid Harris
Senior Client Advisor
Lockton Companies

Noon to 12:45 p.m. Hosted Luncheon

12:45 p.m. to 2:00 p.m.

Harness AI’s Power in Underwriting: Enhancing Accuracy and Efficiency 
Artificial intelligence (AI) is revolutionizing the underwriting landscape. What are the benefits of using AI-powered tools to augment risk evaluation and pricing? How do you avoid using bad data? In this session, participants will get a general overview of how AI improves the underwriting process; we will share best practices and how to avoid pitfalls.


Joanne Wojcik
The Self-Insurer Magazine


Tyler Benware
VP, Stop-Loss Solutions
 Advanced Medical Strategies     

Peter Bohn
Head of Underwriting
Granular Insurance     

Justen Nestico 
Director of Solutions Consulting

2:00 p.m. to 2:45 p.m.

The Whole Art of Medicine Is In Observation: The Role of AI at the Bedside
Rene Laennec first invented the stethoscope by rolling a paper tube in the 19th century, and in the 170 years since medicine has developed increasingly powerful tools to improve our diagnostic and therapeutic effectiveness.  How does AI change our perspective on technology in medicine?  In this session, you will learn about the application of AI and related technologies in medicine and the potential impacts to the management of health costs.


Erich S. Huang, MD, PhD                    
Head of Clinical Informatics                    

2:45 p.m. to 3:00 p.m. Networking Break

3:00 p.m. to 4:00 p.m.

Differentiate & Grow Your Business by Leveraging Artificial Intelligence to Improve Risk Precision, Pricing, and Performance for Your Clients 
In today's rapidly evolving healthcare landscape, small to mid-size businesses face a complex challenge: provide competitive health insurance benefits while balancing affordability for employers and employees alike. For too long, small employers have been in the dark on their health plan’s performance. Artificial Intelligence (AI) is emerging as a transformative tool in this market segment, arming employers with insights to combat this challenge.  Join us to learn how you can differentiate your value proposition.


David Shore
Executive Vice President
Borislow Insurance


Theresa Galizia
SVP & Chief Underwriting Officer
Berkley Accident & Health

Kevin Hokanson
EVP, Chief Underwriting Officer
AccuRisk Solutions

Joshua McGee
Vice President, Program Development
Stealth Partner Group

Hari Sundram
WriteWise, Inc.

4:00 p.m. to 5:00 p.m.

AI & Health Plan Administration – Let the Legal/Compliance Question Begin!
AI currently plays a role in claims administration, claims analysis and health plan design and this role is expected to increase in the future but this marketplace evolution is raising important legal/compliance questions.  In particular, self-insured employers need to know whether AI mitigates or exposes plans to litigation risks.  For example, is AI-assisted claims administration consistent with ERISA’s fiduciary duties?  Does AI help or hinder compliance with the agencies’ NQTL rules for mental health and substance use benefits? Can AI review plan designs and identify possible compliance issues?  And if AI is utilized, do the plan documents need to reflect that?   These questions and more will be addressed by one of the country’s top legal experts specializing in self-insured group health plans.


Ashley Gillihan
Alston & Bird

5:00 p.m. to 6:00 p.m. Closing Reception

 legal/compliance questions.  In particular, self-insured employers need to know whether AI mitigates or exposes plans to litigation risks.  For ents need to reflect that?   These questions and more will be addressed by one of the country’s top legal exinsured group hea

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