Executive Roundtable Invitation

Navigating Healthcare Financing: Insights for Executives

Emerging Strategies for Controlling Costs and Predicting Outcomes

Join us for an interactive event where we’ll be discussing strategies to control healthcare costs and better understand cost control levers.  Our expert speakers will guide you through the complexities of the healthcare financing landscape and provide practical insights to help you optimize your organization’s healthcare spending.  You’ll have the opportunity to engage with other executives and share best practices, challenges, and success stories in healthcare financing. Whether you’re a seasoned executive or newly in command of the healthcare budget, this event is designed to help you navigate the ever-changing healthcare financing landscape and make informed decisions that benefit your organization and employees. Register now to secure your spot at this must-attend event!

Discussion topics:

• HealthCare Financing
• Risk Pool Selection
• Fully Insured & Self-Funding Trends
• HealthCare Captives
• Rx Cost Control Measures

Location:
The Conference Center
5301 California Avenue
Irvine, CA 92617

Mike Rankin
Financial Advisor
Founder and Principal
Relational Advisors

Mike Rankin is the founder and Principal of Relational Advisors, an employee benefit services firm specializing in employee benefits, retirement planning and Human Resources services.

Prior to Relational Advisors, Mike was a Principal with e3 Financial, an employee benefits firm he helped manage and grow, ultimately selling to Arthur J. Gallagher. In addition to his CA Life License, Mike is a Registered Health Underwriter (RHU) and an Accredited Investment Fiduciary (AIF).

A graduate of UC Santa Barbara, Mike lives in Newport Beach with his wife, Shelly, and their three children.

Jon Warren
Vice President
Optum Rx

Jon Warren joined OptumRx in 2012 and has been part of UnitedHealth Group since 2005.  He is currently responsible for OptumRx growth, for the UHC and UMR markets in the Western U.S.  Prior to joining OptumRx, Jon spent 7 years managing the UMR’s (UHC’s TPA) pharmacy benefit manager (PBM) relationships. Before joining the UHG family, Jon worked for another large PBM, and has been in the industry since 1993. 

Casey Bangerter
Vice President of Sales
ParetoHealth

Casey Bangerter is the Vice President of Sales in the Midwest for ParetoHealth.  Casey’s education and background is in accounting, and has spent the last 12 years in the health insurance sector, both on the carrier and consulting side.  Casey lives near Salt Lake City with his wife and three young children.