Save the Date — Beyond Insurance | IBS
| The decision that led to a ~2:1 return—on actual claims. |
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The 2026 Benefits Blueprint Series
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Innovative Benefit Solutions
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Beyond Insurance: How One CFO Redesigned a 300-Person Benefits Budget
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Tuesday, April 21, 2026 · 12:00 PM CDT · 45 Minutes
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Hosted by Innovative Benefit Solutions
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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.
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On April 21, we’re breaking it down
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The exact moment that triggered the shift |
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What he changed (and what he didn’t) |
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The year-one financial impact, and where most teams get it wrong |
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No theory. Just how an operator made the decision.
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Featuring Adam Koering, CFO at ReviveHealth scaled from ~$10M to $100M+ and navigated this exact problem while doing it.
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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
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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
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This program has been submitted for HRCI recertification credit. Final approval is pending.
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