About this Event
WHY ARE WE PUTTING TOGETHER THIS EVENT?
Rising health insurance costs don't have to mean simply accepting another increase, shifting more cost to employees, increasing deductibles or cutting benefits.
For many employers, health insurance has become one of the largest and most difficult expenses to understand and control.
But employers may have more options than they realize.
MAGIC Health Insurance Solutions invites Charlotte-area business owners, CEOs, CFOs, HR leaders and employee-benefit decision makers to join us for a complimentary, small-group Employer Health Insurance Roundtable focused on one question:
How can employers take greater control of rising healthcare costs without sacrificing the quality of their employee benefits?
This is not designed to be a traditional insurance sales presentation.
Instead, we are bringing together a small group of local employers for an educational and interactive conversation about how employer health plans actually work, where the money goes, what drives unnecessary spending and what strategies employers can consider when the traditional renewal process is no longer producing the results they want.
We'll discuss topics including:
- Fully insured, level-funded, self-funded and captive health plans
- Why health insurance premiums continue to increase
- Ph*rm*cy and specialty Medic*tion costs
- Hospital and healthcare pricing
- High-cost claims
- Stop-loss insurance
- Administrative expenses and fees
- Provider networks
- Vendor incentives and compensation
- Claims transparency
- Healthcare navigation and cost-containment strategies
- Ways employers can create greater accountability across their health plan
More importantly, we want to hear from you.
A significant portion of the evening will be reserved for an open employer roundtable where attendees can ask questions, share frustrations and discuss the challenges they are experiencing with their current health plans.
The original program specifically positions this as a business education event rather than a broker sales seminar, with the objective of helping attendees understand how health plans work, what drives costs and what options may exist beyond simply accepting another increase.
During the roundtable, we'll discuss:
Where the money actually goes
Understand the major components of an employer health plan and what can materially influence your total healthcare spend.
Why funding structure matters
Learn the practical differences between fully insured, level-funded, self-funded and captive health plan arrangements.
What can drive avoidable healthcare spending
Explore the impact of Ph*rm*cy costs, specialty medications, hospital claims, stop-loss insurance, administrative arrangements, provider networks and vendor structure.
Why transparency matters
Understand the importance of claims information, contract terms, prescription rebates, administrative fees and vendor compensation.
How employers can control costs without simply cutting benefits
Explore strategies focused on purchasing healthcare more effectively, directing employees toward higher-value care and creating greater accountability throughout the plan.
What questions you should be asking
Leave with a better framework for evaluating your current health plan, carrier, broker, funding structure and vendor relationships.
These six takeaways closely follow the learning outcomes already developed for the Chamber program.
WHO SHOULD ATTEND?
This event is specifically designed for:
- Business owners and presidents
- CEOs
- CFOs and financial leaders
- HR leaders
- Employee-benefit decision makers
- Employers experiencing significant health insurance increases
- Businesses looking for alternatives to traditional health insurance renewal strategies
- Employers interested in understanding level funding, self-funding, captives or other alternative funding strategies
You do not need to be an insurance expert to attend.
Whether your company has 5 employees or 5,000, the goal of the conversation is to help you better understand the options available and the questions worth asking.
The formal Chamber package particularly identifies business owners, CEOs, CFOs, HR leaders and benefit decision makers as the target audience.
EVENT FORMAT:
This is intentionally a small roundtable—not a large seminar.
Each evening is limited to just 12 attendees so there is enough time for conversation, employer-specific questions and open discussion.
The presentation provides the framework, but we want attendees to actively participate.
Bring your questions.
Bring your frustrations.
Bring the challenges you're seeing in your current health plan.
That's what the roundtable is for.
The source material specifically emphasizes the small, interactive format and encourages attendees to bring real-world questions and challenges.
Bill Geraci
President & Co-Owner | MAGIC Health Insurance Solutions
Bill Geraci has spent nearly two decades helping employers navigate the increasingly complex world of employee health benefits.
His work focuses on helping organizations understand the financial mechanics behind their health plans and evaluate strategies that create greater control, transparency and accountability.
Bill has extensive experience with traditional insurance, level-funded arrangements, self-funded health plans, stop-loss insurance, captive strategies, Ph*rm*cy solutions and healthcare cost-containment programs.
At the roundtable, Bill will focus on the broader strategy behind employer health plans: how the pieces fit together, where employers commonly lose leverage and how a different approach to purchasing and managing healthcare can create better long-term outcomes for both the business and its employees.
WHO TO CONTACT FOR QUESTIONS AND DETAILS?
Please reach out to our local consultant, Joanne Gazzal
-Email Address: [email protected]
-Phone Number: 954-263-0283
Agenda
🕑: 06:00 PM - 06:15 PM
Arrival, Networking & Light Refreshments
Info: Meet other Charlotte-area employers and members of the MAGIC Health Insurance Solutions team.
🕑: 06:15 PM - 06:30 PM
Why Employer Health Insurance Costs Keep Rising
Info: We'll break down where healthcare dollars actually go and some of the biggest factors affecting employer plan costs.
🕑: 06:30 PM - 07:00 PM
Health Plan Strategies & Real-World Examples
Info: Explore funding models, Ph*rm*cy strategies, healthcare purchasing, vendor structures and other approaches employers are using to regain greater control.
🕑: 07:00 PM - 07:30 PM
Interactive Employer Roundtable & Open Q&A
Info: Bring your questions, frustrations and real-world challenges. This portion is designed for candid discussion among the employers in the room.
Event venue & nearby stays
Alchemy CoWorking - Charlotte, 2459 Wilkinson Boulevard, Charlotte, United States
Concerts, fests, parties, meetups — all the happenings, one place.