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2023 Healthcare Symposium

June 8 @ 7:30 am - 12:00 pm

OCEBC Healthcare Symposium | Shifting Tides: The Rise of Self-funding and the Future of Healthcare Spend
June 8, 2023, Lido House, Autograph Collection Hotel, Newport Beach California

The Healthcare Symposium is one of OCEBC’s signature in-person meetings, where we had a turnout of 140+ attendees and 13 exhibitors.  Attendees received invaluable insights from our expert panelists on the current market landscape, possible solutions for cost containment, and an opportunity to visit industry exhibits to learn more about the latest products.

Discussion topics included:

  • The feasibility of smaller groups making the transition to self-funding.
  • How the trend has evolved over time, and where it is headed.
  • What cost containment strategies are being used and will be deployed to control medical and pharmacy expenses.
  • What impact the shift to self-funding has on internal strategies of your company and other healthcare organizations.

Moderator & Guest Panelists:

Robert Burnell, Senior Vice President, Health & Benefits, AON – Moderator
Libby Guzzo, Strategic Partnership Lead, Surest, A UnitedHealthcare Company
Joel Hull, Employee Benefits Captive Practice Leader and Shareholder, Innovative Captive Resources
Dr. Jeffrey Klein, Chief Medical Officer SoCal and NV, Cigna
Tim Lieb, Senior Vice President, Growth and Marketing, Blue Shield of California
Kathy Martella, Vice President and General Manager California Commercial Business, Anthem
Kyle McDonald, Chief Growth Officer West and South Central, Aetna
Kristen Rivers, Senior Vice President of Sales, West Region, Pareto Health
Dr. John Rott, Regional Assistant Medical Director, Kaiser Permanente



June 8
7:30 am - 12:00 pm


Lido House – Autograph Collection Hotel
3300 Newport Blvd.
Newport Beach, 92663
(949) 524-8500