Influential Voices Leading the Conversation
The Summit will bring together leading employers and industry experts to share their insights – a line-up you simply can't miss!
Senior Manager, Strategic Benefits Initiatives
Beth Adler is the Senior Manager of Strategic Benefits Initiatives at Fidelity. She leads associate listening for the Benefits team to better understand evolving associate needs and identify potential gaps in the benefits offering. She is also focused on benefits promotion strategy to increase associate awareness and engagement.
Over the past year, Beth has helped reimagine Fidelity’s mental health strategy, through learnings from focus groups, associate surveys, behavioral health data analysis, and market research. She continues to work to break down barriers to mental health support through anti-stigma efforts.
Prior to joining the Benefits team, Beth spent seven years in Fidelity’s Workplace Consulting group. In this role, she supported clients with employee benefits communications and behavior change as well as retirement plan analysis, compliance, and design. Beth holds a B.S. in Economics and Finance from Bentley University.
Ronald Louis Copeland, MD
Senior Vice President of National Equity, Inclusion, and Diversity Strategy and Policy and Chief Equity, Inclusion, and Diversity Officer
Ronald L. Copeland, MD, FACS, is senior vice president of National Equity, Inclusion, and Diversity strategy and policy and chief equity, inclusion, and diversity officer for Kaiser Permanente.
Through multiple collaborations, he leads Kaiser Permanente's program-wide efforts to ensure our strategic vision for equity, inclusion, and diversity is successfully implemented to drive strategic business and mission outcomes, empower communities we serve, and result in all Kaiser Permanente members achieving health and health care outcomes that are high quality, equitable, and increasingly more affordable.
Dr. Copeland is a member of Kaiser Permanente’s Executive Equity, Inclusion, and Diversity Council, a group composed of the Chairman/CEO and other C-level leaders who oversee executive accountability for embedding the equity, inclusion, and diversity strategy throughout the organization. Additionally, he is chair of the Kaiser Permanente National Equity, Inclusion and Diversity Council, which advises, advocates for, and monitors the successful implementation of the equity, inclusion, and diversity strategy and policy recommendations.
A recently retired board-certified general surgeon, Dr. Copeland joined Kaiser Permanente in 1988 after a six-year honorable tour of duty in the United States Air Force Medical Corps. Dr. Copeland served as president and executive medical director of the Ohio Permanente Medical Group prior to assuming his current role in 2012.
The Rochester, N.Y., native earned his bachelor’s degree from Dartmouth College and his medical degree from University of Cincinnati Medical College. He completed his residency in general surgery at State University of New York Upstate Medical Center in Syracuse. He also attended the Advanced Management Program at Harvard Business School.
Dr. Copeland is a board member of Kaiser Permanente School of Medicine, the National Organization on Disability and the Center for Healthcare Innovation; an advisory board member for the Centre for Global Inclusion; a member of the Institute for Healthcare Improvement Equity Advisory Group; and a fellow of the American College of Surgeons.
2016 Becker’s Hospital Review recognized Dr. Copeland as one of “15 hospital and health systems chief diversity officers to know.”
2019 Western Regional Minority Supplier Development Council Executive of the Year
2019 Black Doctors.Org Top Blacks in Healthcare
Product & Vendor Management Lead, Benefits
The Board of Pensions of the Presbyterian Church (U.S.A.)
Keith Dickey, Product and Vendor Management Lead for the Board of Pensions PC(USA), is responsible for the design, implementation and vendor integration for the health plan offered to ministers and other staff of the Presbyterian Church and affiliated organizations across the country. Prior to joining the Board, Keith was a lead consultant at Mercer Marketplace, a private healthcare exchange.
Today, his work is focused on value-based health initiatives and introducing practical design principles to Professional Benefits.”
Vice President, Benefits
Marriott International, Inc.
Ms. Fennimore is Vice President, Benefits for Marriott International, Inc., the world’s largest hotel company with 30 brands and 7,000+ properties in 130 countries and territories. She is responsible for the strategy, design and administration of Marriott’s benefit programs for 140,000 associates. Under Judy’s leadership, Marriott offers a wide range of valuable and competitive programs to attract and retain top talent. Built on Marriott’s core value of putting people first, Ms. Fennimore develops innovative strategies with a strong focus on supporting physical, emotional and financial wellbeing. Ms. Fennimore serves on NBGH’s Health Innovations Forum and Institute on Health Care Cost and Solutions, the Board of Directors for the ERISA Industry Committee and several health plan client advisory boards.
Director of Health Benefits Strategy
Kristy Fitzgibbons is Director of Health Benefits Strategy at Fidelity Investments. She has been in Corporate Human Resources for over 15 years, with experience across the Benefits function. Her current focus is on strategic benefit initiatives in the healthcare space. Recently, she was a part of Fidelity’s COVID-19 response team rolling out new return to work protocols as well as leading Fidelity’s initiative to reimagine behavioral health, and introducing Fidelity’s new Emotional Well-Being Support Program through Lyra.
Her passion to bring innovation and a superior associate experience into the Benefits space has driven key HR initiatives such as the Student Loan Assistance Program, and Accolade, the healthcare navigator. Kristy began her career at Fidelity in the Workplace Consulting team, and also spent several years on the Associate Experience team.
Kristy earned her bachelor of business administration degree in finance from Bryant College and her Masters of business administration from the University of Massachusetts.
Director of Benefits and Wellness
As the Director of Benefits and Wellness, Yvonne Frame focuses on the design and strategy of worldwide benefits and well-being programs, along with operational oversight of Cerner's fitness centers. She makes an impact on Cerner by bringing forward progressive programming that empowers our associates and their families to realize positive outcomes and promote productivity and well-being in work and life.
Yvonne joined Cerner in 2014, after spending 16 years in benefits consulting. Yvonne is a graduate of Northern Michigan University and has earned the Group Benefits Associate (GBA) and Certified Employee Benefits Specialist (CEBS) designations.
Director of Corporate Benefit Plans
The Kroger Co.
Sara Freitag is currently Director of Corporate Benefit Plans for The Kroger Co., based in Cincinnati OH. She is responsible for overseeing and collaborating with vendor partners on all company health and welfare benefit and retirement plan offerings while also providing strategy and vision to the Total Rewards department, who are responsible for assisting division teams on benefit plans, and developing strategies for all company sponsored benefits.
She began her career in 1987, as management trainee then co-manager in the Southwest Division. Sara attended Stephen F. Austin State University and majored in Business Administration. She has held the positions of Co-Manager, H.R. Specialist, Store Manager, Corporate HR Administration Manager, and Division Talent Manager and Human Resource Manager. Sara has also spent time in merchandising as a Seafood Category Manager and Fresh Seafood Procurement Manager for five years. In 2012, Sara joined the QFC Division as the Division Human Resources Manager where she oversaw all the HR functions including talent development, labor/associate relations, compensation/benefits, communication and associate training; including acting as a liaison with local unions. In 2014, she joined the Corporate Total Rewards team as the Director of Health Care Benefits, overseeing the coordination and implementation all company sponsored health and welfare benefits. In 2017, her role expanded to also oversee company sponsored retirement plans.
Sara is involved in the local community, taking an active role by serving on social outreach organizations which help feed, clothe and assist Cincinnatians. She also serves as a member of the Ohio Valley Board of Trustees for the National MS Society. Away from the office, Sara enjoys spending time with her family, reading and traveling.
President and CEO
Business Group on Health
Ellen is president and CEO of Business Group on Health. Business Group on Health is the only non-profit organization devoted exclusively to representing large employers' perspectives on critical health, well-being and workforce strategy issues. The Business Group keeps its membership on the leading edge of innovation, thinking and action to address the delivery, financing, affordability and experience with the health care system. Leveraging its network of members and industry thought leaders, the Business Group drives change by sharing best practices, shaping health care policy and crafting innovative solutions to improve employee health and well-being and optimize business performance. Business Group members, many of whom have operations globally, include 70 Fortune 100 companies and over 430 companies who provide health coverage and well-being solutions for more than 60 million workers, retirees and their families in over 200 countries..
Previously, Ellen served as Chief Strategy Officer of the Business Group. During this time, she was responsible for shaping the strategy for the organization and its membership. She had overall strategic and operational responsibility for all key initiatives.
Prior to joining the Business Group, Ellen was a senior partner at Mercer; a global human resources consulting firm. During her 20-year tenure with Mercer, she held several roles including: senior strategic consultant, member of the North America Leadership Team, and market business leader for East, South, Mid Atlantic and Canadian regions. She was responsible for leading the successful delivery of strategic consulting services to clients across the geography. She also led several strategic and operational initiatives on behalf Mercer’s North America Health & Benefits business. Ellen worked at Aetna prior to joining Mercer.
Ellen has a Bachelor of Arts degree in biology and business administration from the University of Richmond and is a graduate of the Wharton School of the University of Pennsylvania. She is a member of several industry organizations and is an active volunteer at the Arlington Free Clinic.
System Director, Benefits and Wellness
Lisa has worked at OhioHealth since 2004, currently in the role of system director of Benefits for Human Resources. During her tenure, Lisa has lead the benefits team strategy to provide innovative and cost effective health and retirement benefits for the associates of OhioHealth, and worked with a multi-disciplinary team to develop and evolve our wellness benefits to support our culture of health. Prior to working at OhioHealth, Lisa worked in group insurance in underwriting and managed care operations, and as the managed care finance director for a large hospital’s medical plan. Lisa has an undergraduate degree from Ohio State University and an MBA from Franklin University.
Manish Oza, MD
Vice President Of Product Development and Account Management
Manish Oza, M.D., has been with Anthem for 12 years, in which he has served as medical director for Blue Cross and Blue Shield of Virginia, and was Chairman of Clinical Strategy for the Emergency Room and Retail Health Clinics.
In his current role, Dr. Oza is responsible for providing leadership of medical management programs, strategies, product development, supporting account management and sales to positively impact health care quality, outcomes, and cost for all business lines for the 42 million lives covered. He is the architect of Anthem’s Concierge Cancer Care program our first comprehensive oncology solution and winner of the Fierce Innovation Award.
Dr. Oza also developed our Virtual Second Opinion (VSO) program for National Accounts, which launched in March 2017. He went on to receive the CEO Award in 2018. He is also the first and only physician at Anthem to receive this recognition.
Dr. Oza takes an innovative approach to establish continuous quality improvement in our processes, as well as partnering across enterprise business units in order to maximize value, and to developing care programs that help members live healthier lives by leveraging technology.
Dr. Oza is board certified in Emergency Medicine and is still clinically active. He also holds a Master’s degree in Medical Management from Carnegie Mellon in Pittsburgh, is a Lean Six Sigma Green Belt, and a Certified Physician Executive.
Kavita Patel, MD
Kavita Patel is a Nonresident Fellow at the Brookings Institution. Previously, she was the managing director of clinical transformation at the Center for Health Policy at Brookings. Dr. Patel is an advisor to the Bipartisan Policy Center and a member of Health and Human Services Physician Focused Payment Model Technical Advisory Committee.
Dr. Patel is a primary care physician in Washington, DC. She also served in the Obama Administration as director of policy for the Office of Intergovernmental Affairs and Public Engagement in the White House. As a senior aide to Valerie Jarrett, President Obama’s senior advisor, Dr. Patel played a critical role in policy development and evaluation of policy initiatives connected to health reform, financial regulatory reform, and economic recovery issues.
Dr. Patel also has a deep understanding of Capitol Hill from her time spent on the late Senator Edward Kennedy’s staff. As deputy staff director on health, she served as a policy analyst and trusted aide to the Senator and was part of the senior staff of the Health, Education, Labor and Pensions (HELP) Committee under Sen. Kennedy’s leadership. She also has an extensive research and clinical background, having worked as a researcher at the RAND Corporation and as a practicing physician in both California and Oregon. She currently advises health care technology and services organizations through New Enterprise Associates.
Dr. Patel a previous Robert Wood Johnson Clinical Scholar, and while at Brookings, returned to providing clinical care as an internal medicine practitioner. She earned her medical degree from the University of Texas Health Science Center and her masters in public health from the University of California Los Angeles.
Business Group on Health
Magda Rusinowski serves as Vice President at Business Group on Health in Washington, DC. Business Group on Health is a community of members, a team of experts, and an ally for large employers. Magda has an overall strategic and operational responsibility for the Cost & Delivery Institute, leading that group in identifying best practices and promising solutions to employers’ health care cost and delivery challenges and influencing market-based payment and delivery reforms.
Prior to joining Business Group on Health in 2018, Magda served as the Director of US Health and Insurance Benefits at PepsiCo, Inc. In that role, Magda was responsible for developing US health care strategy, factoring into the plan design decisions evidence-based insights, industry best practices and the needs of the diverse and largely frontline population.
Magda is a CPA and spent the first 10 years of her career at PepsiCo working in various financial reporting and accounting roles. She graduated from Baruch College, City University of NY in 1995 with a BBA in Accounting and joined PepsiCo in 2000.
Magda resides in and works remotely from North Salem, NY.
Vice President, Strategy and Analytics
Blue Cross Blue Shield Association
Mark Talluto serves as vice president, Strategy and Analytics, for the Blue Cross Blue Shield Association (BCBSA), a national federation of 36 independent, locally operated Blue Cross and Blue Shield companies. The Blue System is the nation's largest health insurer covering one-in-three of all Americans.
Talluto is responsible for BCBSA’s strategy function, which includes the management of Blue Cross Blue Shield Board-directed strategic assessments, market intelligence and strategic consulting services. Additionally, he directs the implementation and ongoing operations of national programs that have direct impact on BCBS companies’ channel strategies, including national retail partnerships. Talluto also oversees The Health of America Report series, which is a collaboration between the Blue Cross Blue Shield Association and Blue Health Intelligence that uses advanced analytics to report on key trends in healthcare to support improved quality and affordability for all Americans.
Talluto started his career in healthcare more than 20 years ago in strategic consulting services within the BCBS System. He spent nearly a decade working first in strategy, marketing and product development at Horizon BCBS of New Jersey and then as chief marketing and sales executive at Anthem BCBS of Maine. Before joining Blue Cross Blue Shield, he also served as senior vice president of Matria Healthcare, a population health and disease management company, where he was responsible for sales and account management in health plan and employer markets.
Talluto earned a master’s degree in health services administration from Cornell University and a bachelor’s degree in economics from St. Lawrence University.
Robert Wachter, MD
Professor and Chair of the Department of Medicine
University of California, San Francisco
Robert M. Wachter, MD is Professor and Chair of the Department of Medicine at UCSF, where he is the Holly Smith Distinguished Professor in Science and Medicine and the Benioff Endowed Chair in Hospital Medicine. The department leads the nation in NIH grants and is generally ranked as one of the nation’s best. Wachter is author of 300 articles and 6 books. He coined the term “hospitalist” in 1996 and is often considered the father of the hospitalist field, the fastest growing specialty in the history of modern medicine. He is past president of the Society of Hospital Medicine and past chair of the American Board of Internal Medicine. In the safety and quality arenas, he has written two books on the subject, including Understanding Patient Safety, the world’s top selling safety primer. His 2015 book, The Digital Doctor: Hope, Hype and Harm at the Dawn of Medicine’s Computer Age, was a New York Times science bestseller. In 2016, he chaired a blue-ribbon commission advising England’s National Health Service on its digital strategy. In 2020, his tweets on Covid-19 were viewed over 100 million times by 150,000 followers and served as a trusted source of information on the clinical, public health, and policy issues surrounding the pandemic.
Among his honors include: John M. Eisenberg Award (the nation’s top honor in patient safety); ranked by Modern Healthcare magazine as one of the 50 most influential physician-executives in the U.S. thirteen times (#1 in 2015); Master of the American College of Physicians; National Academy of Medicine.
Business Group on Health
Jennifer Wagner joined the Business Group on Health in October of 2014. She is part of a team that identifies and disseminates best practices and effective solutions for controlling health care costs and improving the quality and safety of health care. Specifically, Jennifer leads the Pharmacy Strategy Committee, which focuses on devising innovative solutions to large employers’ most pressing pharmacy benefits issues. Prior to her role at the Business Group, Jennifer worked as a fellow in the Health Policy Division of The Advisory Board Company (ABC), where her primary focus was on provider mobilization surrounding the launch of the health insurance exchange marketplace and Medicaid expansion. She previously served as a coordinator in ABC’s Career Management Division, working in various capacities across the recruitment and hiring spectrum. Before her time at ABC, Campbell served as executive assistant/communications manager at RegNet Environmental Services, providing regulatory, technical, and management support to clients working within the chemical production industry. She has also held internships with the U.S. Department of Health and Human Services under the Office of the Assistant Secretary for Health, Office of Communications, as well as with the U.S. House of Representatives. Jennifer received her M.P.H. from Yale University, and her Bachelor of Arts degree in communications, with a minor in biology, from the George Washington University.
Vice President, Physical & Emotional Wellbeing
Lisa Woods serves as Vice President, Physical & Emotional Wellbeing for Walmart Stores, Inc. Woods is a benefits professional with broad based knowledge and has been recognized nationally as an innovator and thought leader in health care with a strong commitment to ensuring that more than a million Walmart associates have access to benefits that are comprehensive, affordable, and competitive. Woods has played a key role in developing a portfolio of innovative programs focused on payment reform, reducing waste in the system and ensuring appropriateness of care for Walmart associates.
Lisa led the effort with her team to design and implement the Centers of Excellence program for heart, spine, joint replacements, and cancer with leading quality health systems. Lisa has also worked on developing narrow network plans focused on quality including direct contracting with ACO’s. Walmart was presented with the 2019 Helen Darling Award for Excellence in Health Care Value and Innovation by the National Business Group on Health for efforts to improve the health care delivery system. In addition, Lisa was named to Fortune magazine’s World’s Greatest Leaders (#10) in 2019 as a result of her efforts and most recently she was awarded the 2020 Top 25 Health Care Innovators.
Lisa serves on many committees and boards including board chair for the Pacific Business Group on Health (PBGH), board vice president for the Council of Employee Benefits, several National Business Group on Health (NBGH) affiliated committees, Leapfrog and the Catalyst for Payment Reform (CPR). president for the Council of Employee Benefits, several National Business Group on Health (NBGH) affiliated committees and the Catalyst for Payment Reform (CPR).