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Generic business image for news article Image: Logo: Medical Captive Forum. Image by Georgescu Adrian's Images

20 March 2026
US
Reporter Elliot Hayes

Roundstone announces 2026 Medical Captive Forum in Dallas

Roundstone Insurance announces its annual Medical Captive Forum (MCF) will take place in Dallas, Texas, on 6 and 7 May 2026. Centred around the theme "Care by Design: Building a Resilient Health Plan," the 1.5-day conference brings together CEOs, CFOs, HR leaders, benefits advisors, and healthcare innovators to discuss the redesign of health plans for greater transparency, cost control, and sustainability. Originally created as an educational platform to demystify self-funded health plans, the MCF has evolved into a national gathering for organisations seeking to move beyond traditional fully insured models toward more accountable healthcare financing. Mike Schroeder, founder and president of Roundstone Insurance, says: “Employers have been operating inside a healthcare system that often feels unpredictable and opaque. The goal of this forum is to show that healthcare doesn't have to be managed reactively. When it's built intentionally, when it's designed, it can become far more resilient.” The educational programme features keynote presentations from Suneel Gupta, a healthcare entrepreneur and author, and Dr Eric Bricker, chief medical officer at AHealthcareZ. The forum offers three distinct educational tracks: Foundations, Growth, and Mastery. These sessions cover a range of topics including the mechanics of the captive model, third-party administrator (TPA) execution, and emerging cost containment solutions. Specialised breakout sessions will also address pharmacy benefit managers (PBMs), benchmarking, and practical employee engagement tactics. The event, which is hosted at Union Station and the Hyatt Regency Dallas, includes focused sessions on plan design, real-world success panels, and collaborative roundtables. Roundstone Insurance specialises in assisting small to midsize companies in offering high-quality health benefits through self-funded captive strategies and cost containment opportunities.

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