of digital survey respondents ranked the event as outstanding or exceeded expectations
TESTIMONIALS

BRIANNA B.

ERIC W.

BONNIE R.
of digital survey respondents ranked the event as outstanding or exceeded expectations
RECAP BY SPEAKERS
RECAP BY SPEAKERS
JAMES PADEN
CO-FOUNDER OF PRAGMATICO
Artificial Intelligence is reshaping the way businesses operate, and Large Language Models (LLMs) like ChatGPT are at the forefront of this transformation. In his presentation, James explored how AI-powered tools can enhance productivity, streamline decision-making, and create a competitive edge. From understanding the strategic risks and opportunities to evaluating the best adoption approach—whether buying, building, or partnering—attendees gained valuable insights into integrating AI effectively within their organizations.
KEY TAKEWAYS:
- AI is Your New Competitive Advantage – LLMs like ChatGPT are more than just tools; they act as highly skilled digital assistants, capable of research, writing, and decision-making.
- Adoption Strategies Matter – Businesses must choose the right AI approach: buying off-the-shelf, building in-house, or partnering with specialists.
- Data is King – Successful AI adoption depends on data availability, quality, security, and compliance.
- Learn from the Past – Just as the internet and smartphones transformed industries, AI will do the same - companies that fail to adapt risk being left behind.
- Infrastructure & Security – A strong technical foundation, privacy safeguards, and access controls are essential for AI implementation.
JASON BEUTLER
CEO OF ROBOSOURCE
AI is no longer a futuristic concept—it’s a powerful tool that every leader needs to understand. In his presentation, Jason Beutler broke down the essential AI capabilities that are transforming business operations, from automating tasks to enhancing decision-making. He explored how AI agents perceive environments, make decisions, and take action to drive efficiency and innovation. By understanding the strengths and limitations of AI, leaders can strategically integrate these tools into their organizations to stay ahead in a rapidly evolving landscape.
KEY TAKEWAYS:
- AI is a Leader’s Best Ally – From automation to decision-making, AI tools help businesses streamline operations and achieve strategic goals.
- The Core AI Tools:
- Task Automation – Robotic Process Automation (RPA) for repetitive tasks.
- Knowledge Work – AI-powered language models use embeddings and vectorization to understand industry-specific rules and terminology.
- Learning Components – Retrieval-Augmented Generation (RAG) enhances AI’s ability to pull relevant, accurate information.
- Managerial AI Agents – AI can set goals, hold teams accountable, and optimize decision-making processes.
- AI is Math, Not Magic – Understanding how prompts, embeddings, and vectorization work is key to leveraging AI effectively.
DOWNLOAD THE AI GUIDE:
5 WAYS AI CAN SAVE TIME, CUT COSTS, & IMPROVE PERFORMANCE
HR leaders and CFOs share a common goal: creating an efficient, productive, and engaged workforce while keeping an eye on the bottom line. ChatGPT, a powerful AI tool, offers a practical way to streamline HR workflows, reduce manual effort, and enhance employee experience - all while saving time and resources. This guide highlights 5 strategic ways AI can support HR teams and drive measurable business outcomes.
STEVE SANTANGELO
SVP OF REVENUE AT GARNER
Healthcare costs are skyrocketing, yet many employers continue to purchase health insurance the same way they always have—without controlling for cost and quality. In his presentation, Steve Santangelo challenged employers to rethink their approach to healthcare spending, drawing a parallel to how businesses set per diem meal caps but fail to apply the same cost controls to healthcare. By leveraging data and AI-driven insights, employers can make smarter decisions that improve both employee health outcomes and financial sustainability.
KEY TAKEWAYS:
- High Costs ≠ High Quality – The assumption that more expensive doctors provide better care is false. Data consistently shows that high-quality providers often deliver care at a lower cost.
- AI-Driven Insights Improve Healthcare Decisions – Tools like Garner Health analyze vast amounts of data to identify top-performing providers who deliver better outcomes at lower costs.
- Employer Strategy Matters – Without actively managing provider selection, companies risk overspending on healthcare while employees receive suboptimal care.
- A Smarter Path Forward – By leveraging AI and data analytics, businesses can guide employees to the best doctors, leading to improved health outcomes and cost savings.
CARE QUALITY GUIDANCE:
PROVIDER LOOKUP
A free tool designed to help you ensure you and your employees are receiving high-quality care. Now through April 21st, you can submit the name of any doctor, surgeon, or healthcare provider via the form below to receive their quality scores from Garner Health at no cost. This valuable resource empowers you to make more informed decisions about your care, ensuring you choose providers who meet the highest standards. Take advantage of this opportunity to prioritize your health and well-being today!
SONJA ALLEN
MANAGING DIRECTOR OF THE MARSHALL ALLEN PROJECT
Sonja Allen introduced the Marshall Allen Clone (MAC), an AI-driven tool designed to empower individuals to navigate the complexities of the healthcare system effectively. Developed from the extensive work of her late husband, investigative journalist Marshall Allen, MAC offers personalized guidance to help users manage medical bills, challenge insurance denials, and make informed healthcare decisions.
KEY TAKEWAYS:
- Empowering Patients - MAC provides users with strategies to negotiate medical costs, avoid overpayments, and reduce unfair medical bills, promoting patient advocacy and financial well-being.
- Accessible Resources - The tool offers a comprehensive suite of resources, including video-based curricula and access to trained patient advocates, all free of charge, to assist individuals in navigating complex healthcare challenges.
- AI-Driven Assistance - By leveraging artificial intelligence, MAC delivers tailored advice based on Marshall Allen's proven methodologies, making expert guidance readily available to those facing healthcare-related issues.
- Community Support - The Marshall Allen Project, a Texas-based 501(c)(3) organization, sustains MAC through generous donations, grants, and collaborations with like-minded organizations, ensuring the tool remains a free and valuable resource for individuals seeking to navigate the healthcare system.
ACCESS THE
MAC
Author of Never Pay the First Bill (And Other Ways to Fight the Health Care System and Win), Marshall Allen (1972-2024) created an AI tool in the last months before his unexpected death in 2024.
Marshall was excited about this emerging new technology as a way to scale his expertise in a real and personal way.
As a two-time Pulitzer Prize-nominated investigative reporter, specializing in the health care industry, Marshall’s real passion was helping people.
He wasn’t satisfied simply uncovering truths and sharing tactics. He often got involved personally for his family, friends and readers, even acting as an advocate, negotiating with insurers and hospitals on their behalf.
This AI is trained on his book and decades of articles, interviews, talks and investigation.
This tool is now made available for free to the millions of Americans who need assistance in trying to navigate their own path through an unfair health care system.
THE AWARD THAT TRULY MATTERS
The Rosie Award recognizes outstanding innovation, creativity, and impact in employee benefits strategies. Winning a Rosie sets you apart as an employer in your Industry!
Recognition as a Rosie Finalist provides tangible value to your organization:
- Promotion & visibility; Gain industry-wide recognition, elevating your brand as a trusted leader committed to advancing healthcare
- Employement & Retention: Showcasing a Rosie Award demonstrates a positive, forward-thinking culture, making your organization an attractive choice for top talent and reinforcing morale among current employees.
- Peer Recognition & Networking: Attend RosettaFest to connect with other awardees, share insights, and exchange best practices, creating and enriching environment for collaborative learning and industry innovation.
GET BETTER
BENEFITS
Looking to enhance your organization’s benefits offerings? Conner Insurance is offering a consultation to help you optimize your benefits plans and explore additional tools to improve your employees' experience. Let us help you refine your plan and maximize its value. Schedule your consultation today!
OUR TITLE SPONSORS

