1:00 pm – 2:00 pm  
Registration & Visit with Exhibitors 

2:00 pm - 2:05 pm 
Opening Remarks  

2:05 pm - 2:10 pm  
Platinum Sponsor Moment with Advocate Health 

2:10 pm - 3:10 pm 
Balancing Care and Capacity: Managing Stress and Compassion Fatigue in the Medicare Field 
Medicare brokers and benefits professionals operate in high-pressure environments that require both technical expertise and emotional resilience. The constant navigation of complex client needs, regulatory changes, and performance demands can lead to chronic stress, compassion fatigue, and burnout. This session explores the unique wellbeing challenges in the Medicare space and provides practical, evidence-based tools to support professional boundaries, energy management, and long-term resilience. Participants will learn to recognize early warning signs of emotional exhaustion and apply strategies that sustain both personal wellbeing and professional effectiveness.
Presented by Chase Sterling MA, CWP - Founder & Principal Consultant with Wellbeing Think Tank / HHP Cultures
This program was approved for one (1) hour of general continuing education by the Oregon Division of Financial Regulation.

3:15 pm - 4:15 pm 
Transforming Your Insurance Practice into a Thriving Business 
This 4-part, transformative presentation focuses on the elements of the business often neglected by insurance professionals, inhibiting their ability to truly realize their passion and potential.  You’ll be taken through a comprehensive examination of the most crucial components of the business and shown how to organize your efforts, concentrate your activity, engage the market effectively, and generate sustainable revenue. If you aspire to seize control of your business and take it to unprecedented heights, this workshop is for you! 
Presented by Eric Neria – National Distribution Manager with Wellcare
This program was approved for one (1) hour of general continuing education by the Oregon Division of Financial Regulation.

4:20 pm - 5:20 pm 
From Fee-for-Service to Value: Navigating the Future of Healthcare Payment 
This presentation explores the evolution of the U.S. health insurance payment system and the emergence of value-based care as a transformative model. We'll break down what value-based care truly means, why it matters, and how it contrasts with traditional fee-for-service approaches. Attendees will gain insights into where value-based care is headed and the innovations shaping its future. We'll also discuss the pivotal role that brokers play in driving adoption and aligning stakeholders around better health outcomes and cost efficiency.  
Presented by Ethan Braught MHA - Regional Vice President of Operations with P3 Health Partners 
This program was approved for one (1) hour of general continuing education by the Oregon Division of Financial Regulation.

5:20 pm - 5:30 pm 
Closing Remarks 

5:30 pm – 7:00 pm  
Wind Down with Us at the NW Medicare Summit Welcome Reception - Sponsored by Boone Insurance Associates
Wrap up Day 1 with a casual evening of networking, complimentary hors d’oeuvres, beverages, and great conversation in a relaxed coastal setting at McMenamins Gearhart Hotel. This special evening is made possible thanks to the generous support of our Reception Sponsor, Boone Insurance Associates. It’s the perfect way to recharge and connect before heading into day two.

July 10, 2025 – Day 2 

7:30 am 
Registration Open 

7:30 am – 8:00 am  
Breakfast with Exhibitors 

8:00 am – 8:10 am  
Welcome Remarks 

8:10 am – 9:10 am 
Risk Adjustment Overview & Why it Matters to Members 
This presentation goes over the history and fundamentals of the Risk Adjustment model. Through this exploration, the goal is to have a higher understanding of why this model matters to members and providers. Accurate chronic condition capture and engagement with primary care providers leads to better patient outcomes and satisfaction. We hope to motivate members to get involved in their preventive care and understand how it truly benefits them. 
Presented by Chelsea Hammers, Director of Population Health with PacifiSource Health Plans
This program was approved for one (1) hour of general continuing education by the Oregon Division of Financial Regulation.

9:15 am – 10:15 am 
Is CSNP The New DSNP?
This 60-minute CE presentation will cover the 2025 Special Election requirements for DSNP and the new direction of many carriers leaning into the CSNP space. What are the eligible Medicaid levels for “aligned” DSNP enrollment for rest of the year? Where is CMS headed with DSNP in coming years? What is a CSNP plan and who is eligible? Why would a Medicare beneficiary want or need a CSNP plan? Which marketing strategies are available for the rest of 2025 that Oregon agents can embrace and grow more DSNP and CSNP sales? What is the latest on volunteer SHIP Counselors and how can LICENSED Medicare agents benefit from the recent national Secret Shopper SHIP Survey results?
Presented by Jared Strickland, Regional Manager with Advocate Health Advisors
This program was approved for one (1) hour of general continuing education by the Oregon Division of Financial Regulation.

10:15 am – 10:30 am  
Break with Exhibitors 

10:30 am – 11:30 am 
Navigating Medicare: Insights and Open Discussion 
Join us for an engaging panel discussion at the NW Medicare Summit, where experts will share insights on the latest trends and challenges in Medicare. Attendees will have the opportunity to ask questions and participate in an open conversation with the panelists, making this a dynamic session for sharing ideas and fostering collaboration. 

11:25 am – 12:25 pm 
NABIP National Update: Medicare at the Federal Level
Join us for an insightful update on the latest Medicare-related developments at the federal level, as we explore the ongoing legislative landscape shaping the program. This presentation will highlight key policy updates, including the urgent push to extend the Enhanced Premium Tax Credits (EPTCs) in the ACA Marketplace, which are set to expire in 2025. Learn about the potential impact this expiration could have on coverage affordability for millions of Americans, and the efforts being made to advocate for their extension. Additionally, we’ll discuss the ongoing advancements in Medicare Advantage plans, including recent audit expansions and changes to prior authorization processes. We’ll also touch on how these federal actions intersect with broader healthcare policy trends and their implications for brokers and beneficiaries alike. This session is an essential opportunity for professionals in the Medicare space to stay informed on federal policy changes and how these developments will affect their role in serving clients.
Presented by Michael Andel, VP Congressional Affairs with NABIP National
This program was approved for one (1) hour of Oregon law continuing education by the Oregon Division of Financial Regulation. 

12:30 – 1:30 pm 
Lunch Convention for NW Medicare Summit and Convention Attendees 

1:30 pm  
Conclusion of Event