ACA Health Summit Welcome

Arthur Barlow

President & CEO

Compass Insurance Advisors

The Latest ACA Industry Changes and How to Adapt

The ACA landscape is evolving rapidly, with new regulations, market shifts, and policy updates reshaping how organizations operate. This panel will break down the latest ACA industry changes and explore what they mean for stakeholder professionals. Our experts will share practical insights on compliance, emerging trends, and proven strategies to adapt successfully, and the new proposed ruling for plan year 2027.

Heidi Castaneda

AVP of Small Employer & Individual Products

Select Health

Lauren Jenkins

CEO

Native Oklahoma Insurance

Mike Papuc

Health National Sales Director

The Brokerage

ACA – What Do We Do Now?

Come join us to take a look at where we currently are in the ACA market and where we are going. What is the responsibility of the agent and how can Messer Financial Group help?

Micah Mathews

VP, Marketing

Messer Financial Group

Jeff Street

Executive, VP

Messer Financial Group

Elite ACA Cross-selling & Increasing Client Value

This panel dives into ACA cross-selling strategies that drive stronger relationships, higher retention, and long-term growth. Industry leaders will share proven approaches for identifying cross-sell opportunities, aligning ACA solutions with broader benefit offerings, and delivering measurable value that clients actually recognize. Walk away with practical insights you can apply immediately to elevate your client strategy and maximize lifetime value.

Ryan Fajkowski

Brand Awareness and Strategic Partnerships

INSXCloud Inc.

Aaron Goddard

President

Allstate Health Solutions

Benjamin Harrison

CRO

NCD

Dave Keller

President

INSXCloud

Mike Zundel

VP, Carrier Sales

United HealthOne

Preparing for the Future Changes & Challenges of OE

Open Enrollment is becoming more complex each year, with evolving regulations, rising employee expectations, and increasing operational demands. This panel will explore the future changes and challenges shaping OE and how organizations can prepare now to stay ahead. Industry experts will discuss emerging trends, technology considerations, communication strategies, and best practices for building a more efficient, compliant, and employee-friendly OE experience. Attendees will leave with actionable insights to navigate uncertainty and confidently plan for what’s next.

Josh Brooker

CVO & Co-Founder

SnapHealth

George Kalogeropoulos

CEO

HealthSherpa

Andrea Krisztal

VP of Sales, Individual & Family Plans, West Region

UnitedHealthcare

James Napoli

Managing Partner

Diceros Law

B. Ronnell Nolan, HIA

CEO

Health Agents for America (HAFA)

Solutions for Every U65 Prospect

The under-65 (U65) market is more diverse than ever, with prospects facing a wide range of needs, various stages of life, and coverage challenges. This session will explore comprehensive solutions for every U65 prospect, from ACA plans and supplemental coverage to alternative and transitional options. Industry experts will share strategies for matching the right solutions to the right individuals, improving enrollment outcomes, and creating a more personalized, value-driven experience. Attendees will gain practical insights to better serve U65 prospects while driving business growth and retention.

Arthur Barlow

President & CEO

Compass Insurance Advisors

ICHRA & Other Alternative Solutions

This session will break down how defined contribution approaches empower employers to control costs while giving employees greater choice and tax advantages. Learn how these alternative funding models can complement or replace traditional group health plans to meet today’s evolving workforce needs.

Arthur Barlow

President & CEO

Compass Insurance Advisors

Holly Perry

COO & Co-Founder

Great Vista

Brad Rocque

VP, Enterprise Accounts 

eHealth

Brian Whorley

CEO & Founder

Paytient

Hawley Woods

Strategic Partner

Wellthcare

ACA for Beginners & Integrating It Into Your Business

New to the ACA space or looking for a clear refresher? This beginner-friendly session breaks down the fundamentals of the Affordable Care Act in a simple, practical way. This session will cover key concepts, helping attendees build a strong foundation and gain confidence navigating the ACA landscape. Whether you’re new to the industry or expanding your business into ACA for the first time, this session provides the knowledge you need to get started successfully.

Arthur Barlow

President & CEO

Compass Insurance Advisors

ACA Industry Insights, Growth, and Opportunity from Kaiser

Gain a unique perspective on the ACA market through insights from Kaiser, one of the industry’s most influential voices. This panel will explore current ACA trends, market dynamics, and emerging opportunities for growth, drawing on data-driven insights and real-world experience. Walk away with a clearer view of where the industry is headed and how to position yourself for continued success.

Cynthia Cox

Vice President

Kaiser Family Foundation

Growing Your BOB With or Without eAPTC’s

As the ACA market continues to evolve, agencies must find smart, sustainable ways to grow their book of business—whether or not enhanced APTCs (eAPTCs) remain in place. This panel will examine proven strategies for driving growth in both subsidized and unsubsidized segments, adapting sales and retention approaches, and maintaining profitability amid policy uncertainty. Industry leaders will share insights on diversification, client education, and long-term planning to help you scale your BOB confidently in any market environment.

Tim Brousseau

SVP - Connexion Point & Managing Partner

Integrity

Jordyne Cerullo

Director, Agency Sales

HealthSherpa

JC Moreno

National Director of ACA

AmeriLife

Alexandra Nguyen

Senior Leader of FMO Distribution

Florida Blue

Nate Watters

Chief Sales Officer

Ambetter

How to Build Trustworthy ACA Lead Sources

With increased scrutiny and evolving regulations in the ACA space, building reliable lead sources while staying compliant has never been more critical. This panel will explore how to identify, develop, and maintain trustworthy ACA lead sources without putting your business at risk. Industry experts will discuss compliance best practices, vendor vetting, consent requirements, and strategies for protecting both your clients and your reputation. Attendees will leave with practical guidance to generate quality leads confidently while meeting today’s regulatory standards.

Madeline Deagle

President

Connexion Point

Ben Hochstetler

SVP, Marketing

Quote.com

Michael Howard

CEO

HIC Agency Inc

Eric Troutman

Partner

Troutman AMIN LLP

The CMS Compliance is Right!

CMS is watching and getting compliance right has never been more important. This panel breaks down today’s CMS compliance expectations, what’s changed, and how to avoid costly missteps. Hear from industry leaders on practical strategies to stay compliant while still growing your ACA business and delivering a strong client experience.