WORKFORCE STRATEGIES FOR EMPLOYERS | 2026 HR & Finance Forum D.C.

Cost

Free for invited guests

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When

April 29, 2026

@ 9:30 a.m. ET

Where

American University
Constitution Hall
3501 Nebraska Ave NW
Washington, DC 20016
 

Forum
Apr
29

About 

Annual Event

WORKFORCE STRATEGIES FOR EMPLOYERS | 2026 HR & Finance Forum D.C.

Join us live, in-person at this employee benefits conference in Washington, D.C. for exceptional education on more than just employee benefits.  As important, is the insurance periphery, including funding models, Rx transparency and HR priorities. Our engaging and accredited Annual Forum will be presented by expert faculty, delivering usable guidance for these symbiotic HR and Finance situations:

    This panel discussion will bring together experts in benefits strategy, finance and risk management to break down what employers need to know about transitioning toor optimizinga self-funded health plan. Attendees will gain a clear understanding of how self funding works, how to evaluate organizational readiness, and how to manage the financial and compliance responsibilities that come with greater plan ownership. Through real-life examples and candid discussion, the panel will explore costcontainment opportunities, riskmitigation strategies and the operational shifts that HR & Finance leaders should anticipate when adopting a self-funded approach. Expert panelists include CFO Jeff Litwin with ACE and employee benefits VP, Ray Kim with Corporate Synergies. Moderated by Alexis Holdcroft, Corporate Synergies. 

     Attendees will be able to: 

    • Explain the core components of a self-funded health plan and how they differ from fully insured arrangements. 
    • Identify key financial and operational considerations HR & Finance teams must evaluate before moving to selffunding. 
    • Understand riskmitigation strategies, including stoploss coverage options and claims management approaches. 
    • Recognize common pitfalls and misconceptions employers face when exploring self-funding and how to avoid them. 
    • Assess whether selffunding aligns with their organization’s goals, employee population and longterm costmanagement strategy. 

    The pharmacy world is changing fast as new efforts push for accountability and transparency. In this session, Dr. Tim Sullivan, pharmacist and managing director of Optum Advisory, examines whether these efforts can meaningfully reshape the drug pricing system or whether opacity will persist beneath new layers of regulation. Attendees will gain clarity on how TrumpRx, FTC enforcement and federal transparency rules may influence pricing power, PBM contracting, plan sponsor responsibilities and patient affordability in the coming years. 

    Attendees will: 

    • Understand how TrumpRx and recent transparency efforts may influence the price patients pay and how medications are accessed. 
    • Identify how new federal actions, including FTC oversight, could change PBM practices and the way employers manage their pharmacy benefits. 
    • Recognize how greater transparency may affect decision making for patients and plan sponsors as the system continues to evolve.

    Join us for an engaging session where HR pro, Amanda Freudenthal, will explore the shifts reshaping talent, technology, and operations—and why this year offers a unique opportunity to streamline HR systems, elevate employee experience, and drive measurable efficiency. Get ready for practical insights you can implement immediately and create a more personalized employee experience. Participants will:   

    • Understand how emerging shifts in talent, technology and HR operations are creating new opportunities to optimize processes in 2026.
    • Identify practical strategies that streamline HR systems and enhance organizational efficiency in measurable ways.  
    • Learn how to use modern tools and data insights to elevate the employee experience and support more personalized workforce interactions.  
    • Explore methods for improving integration across HR functions to reduce friction points and strengthen overall operational performance.  
    • Gain actionable steps you can implement immediately to modernize HR practices and drive meaningful impact throughout the employee lifecycle. 

    Expand your horizonslearn, network and earn CE credits with powerful benefitsforward strategies. VIEW THE AGENDA >>

    Wednesday, April 29, 2026
    9:30 a.m. – 2:00 p.m. ET

    American University
    Constitution Hall
    3501 Nebraska Ave NW
    Washington, DC 20016
     

    Approved for up to 3 CE credits.

    SHRM
    Recertification-Provider-Seal

    This program is valid for PDC(s) for the SHRM-CP® or SHRM-SCP®.

    Corporate Synergies is a recognized provider of recertification credits. HR Certification Institute® pre-approved this activity for HR (General) recertification credit hour(s) toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification.

    Presented by:

     

    Corporate Synergies logo - workforce strategies for employers

     

    Optum Advisory - workforce strategies for employers

     

    Redbud HR logo - workforce strategies for employers

     

    Corporate Synergies is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.

    HR Certification Institute’s® (www.HRCI.org) official seal confirms that Corporate Synergies meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®.

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    Amanda holds dual-Bachelor’s degrees in Human Resources (HR) Management and Computer Systems and has more than 20 years of HR practitioner experience in-house and as a consultant for the last ten years. Her consulting experience includes supporting start-ups to 500 employees, nationwide and internationally, across all industries and supporting everything from the day-to-day people functions to strategic advising for executives and Boards.  

     Amanda brings a strong passion for helping organizations streamline processes, remain compliant, and she takes pride in viewing all matters through the lens of all involved. Amanda aims to place the “human” in Human Resources through her white glove approach. Understanding the why (a.k.a. “know”) versus providing “no” without a solution, is what sets her aside from other HR professionals.    

    Event Registration

    WORKFORCE STRATEGIES FOR EMPLOYERS | 2026 HR & Finance Forum D.C.

    Wednesday, April 29, 2026
    9:30
    a.m.

    2:00
    p.m.
    ET

    Amanda Freudenthal for workforce strategy for employers

    Amanda Freudenthal

     Founder and Chief People Advisor
    Trusted HR Synergies, LLC  

    Amanda holds dual-Bachelor’s degrees in Human Resources  (HR)  Management and Computer Systems and has more than  20 years of HR practitioner experience in-house and as a consultant for the last ten years. Her consulting experience includes supporting start-ups to 500 employees, nationwide and internationally, across all industries and supporting everything from the day-to-day people functions to strategic advising for executives and Boards.

    Amanda brings a strong passion for helping organizations streamline processes, remain compliant, and she takes pride in viewing all matters through the lens of all involved.  Amanda aims to place the “human” in Human Resources through her white glove approach. Understanding the why (a.k.a. “know”) versus providing “no” without a solution, is what sets her aside from other HR professionals.  

    Jeff Litwin

    Vice President, Finance – American Contracting and Environmental Services

    Jeff Litwin has been with American Contracting & Environmental Services Inc. for over 17 years. During his tenure, he has held positions in estimating, preconstruction and has held his current role as VP of Finance for the last 3+ Years. In his current role, Jeff oversees all accounting and finance functions of the company, while still staying heavily involved in operations through his guidance in the preconstruction department. Jeff was a key contributor during ACE’s transition from a fully funded insurance model to self-funded in 2023 and maintains a strong interest in the company’s healthcare setup.

    Alexis Holdcroft - workforce strategies for employers

    Alexis Holdcroft

    Senior Account Manager
    Corporate Synergies

    Alexis Holdcroft provides account management support and supervises day-to-day program deliverables for clients serviced by the Corporate Synergies Bethesda, Maryland, regional office.

    She assists in the development of health and welfare benefits programs based on needs analysis, budget forecasting and detailed contract comparisons. She draws upon her human resources and account management background to deliver exceptional client service.

    Prior to joining Corporate Synergies, she was an Account Executive for SET SEG, where she specialized in employee benefits for Michigan public schools. Previously she was an HR Coordinator for SET SEG Insurance Services Agency, where she handled benefits and ADP administration, recruitment, policy administration and new-hire orientation.

    Alexis earned a Bachelor of Science degree in Human Resources from Michigan State University. She holds a Life and Health Insurance license.

    John Crable

    RHU Senior Vice President 
    Corporate Synergies

    After initially launching his career with MetLife in 1993, John Crable soon joined the brokerage and consulting firm Corporate Dynamics, the predecessor to Corporate Synergies formally established in 2003. 

    John is a lead consultant to a broad array of organizations across all industries from private and public sector companies to non-profit organizations and associations; expertly aiding in the negotiation, design, implementation and servicing of their employee benefits programs. He has a particular talent for reducing employer costs through diligent carrier negotiations and identifying creative funding strategies, while helping an organization maintain high- value, comprehensive healthcare solutions. Web MD, RWJ Barnabas Health, H&M, The Barnes Foundation, Celgene, Sharp Electronics, Einstein Health System, Rhodia, IKEA, Wellpath, NVR homes and Carrington Mortgage represent several of the employers John has partnered with over the years. 

    John currently sits on the broker advisory board for Cigna. He is also proud to serve as Chair of the Corporate Executive Board of The Philadelphia Museum of Art and regularly volunteers as a mentor to at-risk youth at Urban Promise in Camden, New Jersey.

    Raymond Kim

    Regional Vice President of Account Management
    Corporate Synergies

    Ray has been with Corporate Synergies for over 15 years, serving in all roles within Account Management. Ray is responsible for leading a team of Account Managers with a primary objective of guiding employers in the design of benefit programs that emphasize cost control and higher value for the organization and the plan participant. He serves as an executive sponsor for clients and ensures the teams have the support and resources to successfully provide benefits and insurance consultation. Prior to joining Corporate Synergies in 2005, he was a Benefits Specialist with then Towers Perrin. Ray is a graduate of The Pennsylvania State University with Bachelor of Arts degrees in English and Communications.

    Dr. Tim Sullivan

    Managing Director, Pharmacy Advisory Services
    Optum Advisory

    As a pharmacist by background, Dr. Sullivan is a seasoned managed healthcare executive with extensive experience in employer group strategy, drug pricing, pharmacy benefit management and network operations. He is an expert at leading high-impact pharmacy programs balancing affordability, access, and clinical value for health plans, employers and patients. Dr. Sullivan helped craft competitive offerings across the spectrum of fully insured to large self-funded employers, and everything in between. Having held leadership roles in the health insurance and pharmacy benefit space for over 15 years, currently, Dr. Sullivan leads the Pharmacy Advisory Services for Optum Advisory as Managing Director. 


    Nicole Crowley

    Coming Soon

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    Matt McCuen

    National Executive at Imagine360

    Matt McCuen is an industry veteran, with over 30 years of experience in the self-funded space.  

    As the National Marketing Executive for Imagine360, Matt works with self-funded employers across the nation to improve the benefits they offer to their employees and families. 

    Imagine360 is the leading provider of employer-sponsored health plan solutions that deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration.  

    Greg Santulli

    CEO of Rx Valet

    Greg Santulli is the CEO and Co-Founder of Rx Valet, an industry leading Pharmacy Cost Savings company. Greg has over 30 years of experience in healthcare and pharmacy. His leadership has positioned Rx Valet as the one of the leading providers of Pharmacy Cost Containment, low-cost access to medications and a successful pharmacy benefit manager. His company’s approach is to engage all parties involved to provide unprecedented results. 

    Mitch Lamoriello

    VP Wealth Advisor at Advus Partners

    Mitchell has innovation in his bones. He understands the unique challenges and circumstances clients face in their financial lives, and is passionate about discovering new ways his family firm can help serve a changing investor and investment marketplace.

    As an investment specialist, Mitchell sits on the Advus’ investment committee. He also is responsible for assisting in the firm’s qualitative and quantitative due diligence process and contributing to the research on capital markets and global economic conditions. His knowledge base in investments provides him with a strong foundation to help answer client questions and navigate issues with their portfolio. As he spends more time with clients, Mitchell understands the importance of achieving goals and has expanded his knowledge, skills and approach beyond investments to encompass holistic financial planning.

    andy rhea

    Andy Rhea

    President of Align Risk Solutions

    Andy is the President of Align Risk Solutions. Prior to the formation of Align, Andy served as General Counsel to the Captive Insurance Division for the Tennessee Department of Commerce and Insurance. He began his legal career with the Mississippi Insurance Department and in private practice. He is a licensed attorney (in both Tennessee and Mississippi) and holds the Associate in Captive Insurance designation. Andy is very active in various captive insurance associations, currently serving as the President of the Tennessee Captive Insurance Association. Andy is a graduate of Mississippi State University where he received a BBA and MBA, and he earned his law degree from the University of Mississippi. During the feasibility and formation phases of Align’s process, Andy is involved in all regulatory, business plan and application functions. Ongoing, Andy is responsible for corporate governance, regulatory matters, and client relationships. 

    Andrew Zito

    President/CEO – Advus Fincancial Partners

    Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it. From applying technology to solve business problems to working with plan sponsors to untangle complicated situations, he thrives on finding efficient and effective solutions.

    Andrew oversees the operations of Advus, translating the firm’s vision and objectives into actionable processes. His responsibilities encompass technology solutions, business processes, service standards and human resources. He also is directly responsible for the retirement plan division and settingits strategic direction.

    Andrew specializes in the qualified retirement plan aspect of the Advus business. Throughout his career, he has worked with retirement plans in a variety of different capacities. He began his career as an intern at Advus (formerly LAMCO Advisory Services, Inc.) assisting with compliance testing. He then spent several years working on platform conversions for retirement plans before moving into his present consulting role. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.