Most CFOs absorb 15–25% health plan increases. This one didn’t.

From: "Tony Sacco" <tony.sacco@innovativebenefit.com>

To: dianabautista@withoutemail.com

Date: 2026-04-13T19:24:59.000Z

Save the Date — Beyond Insurance | IBS The decision that led to a ~2:1 return—on actual claims.&zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj; &zwnj;  The 2026 Benefits Blueprint Series Innovative Benefit Solutions Save the Date Beyond Insurance: How One CFO Redesigned a 300-Person Benefits Budget Tuesday, April 21, 2026 · 12:00 PM CDT · 45 Minutes Hosted by Innovative Benefit Solutions Hi Diana, Most CFOs see a 15–25% health plan increase… …and find a way to absorb it. This one didn’t. He made one decision that forced a rethink of how the entire plan was built, from the cost model up. In the first year, the changes generated a ~2:1 return, measured against actual claims. On a 300-person workforce, that’s not a rounding error. On April 21, we’re breaking it down ✓ The exact moment that triggered the shift ✓ What he changed (and what he didn’t) ✓ The year-one financial impact, and where most teams get it wrong No theory. Just how an operator made the decision. Featuring Adam Koering, CFO at ReviveHealth scaled from ~$10M to $100M+ and navigated this exact problem while doing it. See how the decision played out → Registration link is live. Secure your seat now. If you own the benefits budget, or answer for it, this is the kind of decision you don’t get to avoid forever. – Tony Featured Speaker Adam Koering CFO | ReviveHealth (Revive) CFO and operator with 25+ years of experience scaling healthcare and technology businesses. Adam has led organizations through rapid growth, M&A integration, and operational transformation, from early-stage ventures to Fortune 5 environments. At Revive, he helped drive growth from ~$10M to $100M+ while building the financial and operational infrastructure to support scale. www.revive.health This program has been submitted for HRCI recertification credit. Final approval is pending. If you wish to unsubscribe from our newsletter, click here

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Most CFOs absorb 15–25% health plan increases. This one didn’t.

From:"Tony Sacco" <tony.sacco@innovativebenefit.com>

To:dianabautista@withoutemail.com

Username:dianabautista

Date:17 hours ago

Save the Date — Beyond Insurance | IBS

The 2026 Benefits Blueprint Series

Innovative Benefit Solutions

Save the Date

Beyond Insurance: How One CFO Redesigned a 300-Person Benefits Budget

Tuesday, April 21, 2026 · 12:00 PM CDT · 45 Minutes

Hosted by Innovative Benefit Solutions

Hi Diana,

Most CFOs see a 15–25% health plan increase…
…and find a way to absorb it.

This one didn’t.

He made one decision that forced a rethink of how the entire plan was built, from the cost model up.

In the first year, the changes generated a ~2:1 return, measured against actual claims. On a 300-person workforce, that’s not a rounding error.

On April 21, we’re breaking it down

✓

The exact moment that triggered the shift

✓

What he changed (and what he didn’t)

✓

The year-one financial impact, and where most teams get it wrong

No theory. Just how an operator made the decision.

Featuring Adam Koering, CFO at ReviveHealth scaled from ~$10M to $100M+ and navigated this exact problem while doing it.

See how the decision played out →

Registration link is live. Secure your seat now.

If you own the benefits budget, or answer for it, this is the kind of decision you don’t get to avoid forever.

– Tony

Featured Speaker

Adam Koering

CFO | ReviveHealth (Revive)

CFO and operator with 25+ years of experience scaling healthcare and technology businesses. Adam has led organizations through rapid growth, M&A integration, and operational transformation, from early-stage ventures to Fortune 5 environments. At Revive, he helped drive growth from ~$10M to $100M+ while building the financial and operational infrastructure to support scale.

www.revive.health

This program has been submitted for HRCI recertification credit. Final approval is pending.

HRCI Recertification Provider 2026

innovativebenefit.com

If you wish to unsubscribe from our newsletter, click here