By Invitation Only · Annual Spring Event

Where the brightest minds in small group health plans convene

An exclusive gathering of industry leaders who build and fund small group health plans — driving the conversations that shape the future.

Spring 2026 · Location TBD
Invitation Only
Annual Forum
About the Forum

A singular conversation in the industry

The Small Group Forum brings together an intimate group of decision-makers, innovators, and investors united by a single purpose: advancing the small group health plan market through candid dialogue and collaborative insight.

◈

Curated Attendees

Every participant is selected for the depth of experience they bring. Expect peers, not pitch decks.

◎

Builders & Funders

A rare room where those who architect health plans sit alongside those who finance and scale them.

◇

Off the Record

Conversations held under Chatham House Rule, enabling frank discussion without attribution.

◉

Annual Ritual

Held each spring, the Forum has become a cornerstone gathering for the small group health community.

By Invitation Only

Registration

Complete the form below to register for the Small Group Forum. All registrations are reviewed prior to confirmation.

Guests are welcome to join for meals and evening social events. Forum sessions are attendees only.

Members Area

Access the event agenda and attendee list. Enter your credentials below.

Forgot your password? Look up my password

Members Area

Event Resources

When & Where
Date
May 4 & 5, 2026
Venue
Graduate by Hilton, Annapolis
126 West Street, Annapolis, MD 21401
Hotel Reservations
Book at the Graduate by Hilton, Annapolis. Reservations must be completed by Friday, April 3rd.
Registration & Payment
Fees

$900 per participant

$350 per social guest

Registration deadline: April 1, 2026. Registrations are not complete until payment is received.

How to Pay

Make checks payable to Allied National, LLC. Note "2026 Small Group Forum" in the memo line.

Mail to: Lisa Hodson
Allied National
4551 W 107th St
Overland Park, KS 66207

Or pay via Venmo: @Lisa-Hodson-4

Generally, participants are limited to two per company and capacity depends on venue. Please do not forward this invitation. If you believe someone else should be considered for the Forum, please contact the event administrator.

Monday, May 4th

2:30 PM
Opening Session — Room: Sheet Bend  |  Joe Sabol, Lisa Hodson
  • Housekeeping: Forum session rules of conduct, schedule & food arrangements
  • Introductions — "What's your Superpower or unique/unusual talent?"
6:00 PM
Welcome Reception — Room: Sheet Bend

Tuesday, May 5th

7:30 AM
Breakfast — Room: Sheet Bend Foyer
8:30 AM
Level-Funding Market — Joe Sabol
  • Level-funding vs fully insured competition — current landscape
  • Reinsurance Capacity — Who's In, Who's Out?
  • Captive Market — growing or plateauing?
  • ICHRAs & MEWAs
9:45 AM
Regulatory Activity — moderator John Wiklund
  • Federal: PBM Reform, TIC Rules, DOL Rules around compensation, "The Great Healthcare Plan"/Trump Rx, Immunizations
  • State: Stop loss bills, Tax issues, PBM regs, AI regs
10:15 AM
Break
10:30 AM
Underwriting Technology — Tanya Arrowsmith
  • AI Underwriting — improvements, deficiencies, durational curve; cost-benefit analysis; IHQ's future
  • Application & enrollment process
  • Underwriting workflow tools & closing ratios
  • Renewal management
  • Consumer guidance & transparency tools (MRFs)
11:30 AM
Provider Networks, Wrap Networks, RBP, DPC, VDPC — moderator Walt Roland
  • How have provider networks changed?
  • Do Wrap Networks still provide value?
  • Future of RBP & direct contracting
  • Role for Direct Primary Care
12:00 PM
Lunch & Break — Sheet Bend Foyer
1:00 PM
Level-Funded Operational Challenges — Lisa Hodson
  • RX rebate handling; Variable Co-Pays; IDR trends
  • Administrative disclosures — reallowances, rebates, distribution compensation
  • Participation requirements & documentation
  • Eligibility in the era of Database Underwriting
  • Networks that retain med management and restrict audits
2:15 PM
Break
2:30 PM
Cost Containment Point Solutions — moderator Amanda Lupkin
  • Care Navigation solutions — real savings or marketing buzz?
  • GLP1s, Infusion Therapies, Drug Cost Transparency
  • Cell & gene therapy; PBM contracting & carve-outs; Genomic Testing
  • When does a point solution warrant underwriting credit?
3:15 PM
Miscellaneous Subjects & Wrap Up
  • Succession Planning
  • AI implications for insurance industry beyond underwriting
  • Next year's location?
  • Closing Comments
4:15 PM
Free Time
6:00 PM
Dinner — The Choptank
110 Compromise Street, Annapolis — approximately 15 minutes' walk

Confirmed Attendees (as of registration close)

Attendee list will appear here once registrations are confirmed.

Admin Access

Enter your administrator credentials to manage registrations.

Forgot your password? Reset via security question

Small Group Forum — Admin Dashboard

Registrations

# Name Company Title Email Phone Dietary Status / Action Submitted
No registrations yet.

Website Inquiries

Submissions from the contact form on SmallGroupHealthPlan.com.

Member Password Management

Set or reset a member's password. Share the new password with them directly.

Change Admin Password

Update your own admin login password.

Password Recovery — Security Question

Set a security question and answer so you can reset your admin password if you ever get locked out. Do this now before you forget your password.