Forum Program

Monday, May 15

11:00 a.m. - 6:30 p.m.
Registration Open

1:00 p.m. - 5:00 p.m.
Let Us Introduce Ourselves…

Attendees will have the opportunity to introduce their companies to the growth partner sponsors via private, five-minute presentations (one company/attendee at a time presenting to the full group of growth partner sponsors). Advance sign-ups will be required. Given the limited time available, requests will be accommodated on a first come basis.
Note: Only sponsoring companies will have access to these SIIA private member pitches.

5:00 p.m. - 6:30 p.m.
Welcome Networking Reception

Tuesday, May 16
7:30 a.m. - 8:30 a.m.

8:30 a.m. - 8:40 a.m.
Welcome Remarks & Program Overview

Mike Ferguson

President & CEO | Self-Insurance Institute of America, Inc.
Operating Partner | The Ansley Capital Group

8:40 a.m. - 9:30 a.m.
Speaking the Language of Growth
Corporate financial transactions are, even for seasoned business executives, a venture into a new and complicated world. Two specific areas often contribute to most of the confusion. First, there are jargons, acronyms, and terminology that are not a part of our normal business conversation, and often have different interpretations, depending upon the sophistication of the user. Secondly, understanding the optional “sources of capital” and the best fit for your company, requires both a clear understanding of what you are trying to accomplish, and which sources are better suited to help you achieve these goals. With this in mind, the opening session provides an orientation to these topics, which will get you prepared for the rest of the educational program.

Consultant | Blue General Partners

John Vujovich
Vice President, Corporate Development | Point C

Brian Poger
Operating Partner | Frazier Healthcare Partners

9:30 a.m. - 10:15 a.m.
Understanding How Deals Actually Come Together
Before you make the decision to consider bringing in outside capital, securing a majority investor, or  even selling your company, it is critical that you understand how your initial decisions will drive the  ultimate success of this process, and the pitfalls to be avoided. Many SIIA companies are approached  by entities seeking an investment or acquisition opportunity, and understanding the process involved  with “running a process” or doing a “targeted” transaction, and the probable outcomes (both financial  and strategic) is critical. Our speaker will walk us through how to understand these processes and how  to choose the better one to achieve your goals.

Partner, Co-Chair of Corporate & Finance Practice | Arnall Golden Gregory LLP

10:15 a.m. - 10:30 a.m.

10:30 a.m. - Noon
Real World Financial Transactions Stories From SIIA Members
This session will feature a panel of SIIA members who have engaged in various transactions who will provide real-world perspectives on what went right, what went wrong, and what they wish they know prior to their transactions.


Amanda Eisel
CEO | Zelis


Rob Gelb
CEO | Valenz® Health

Ben Frisch
CEO | Point C

Jeff Bakke
CEO | Health EZ

Bill Ashley
Executive Vice President | Allied National 

Noon - 1:00 p.m.
Networking Luncheon

1:00 p.m. - 5:00 p.m.
Meeting Time
The afternoon has been reserved for attendees to meet with growth partners and/or visit with other attendees. Our large session room will remain open and available for meetings.

5:00 p.m. - 6:30 p.m.
Networking Reception

Wednesday, May 17
7:30 a.m. - 8:30 a.m.

8:30 a.m. - 10:00 a.m.
What Investors Really Want
Attendees will have the opportunity to hear from a panel of investors active in the self-insurance marketplace on how they evaluate opportunities and approach and negotiate transaction structures. The panel will also provide advice how to best attract the attention of potential financial partners including venture capital, private equity mezzanine (and other debt structures), and strategic investors.


Michael Burcham
Chief of Strategy & Talent Development | Shore Capital Partners

Brett Carlson
CEO | Eir Partners

Richard Fleder
President & CEO | ELMC Risk Solutions, LLC