Alera EB Strategy Service Sales 2026
Create unforgettable client experiences
Alera’s 2026 S3 Conference
EB Strategy, Service, Sales
April 7–9, 2026 | Bottleworks Hotel – Indianapolis, IN
What we’ll discuss
This year will provide a stronger Alera Group experience, with sessions and insight from a wide range of Alera Group experts, including:
- Compliance
- HR Consulting
- Direct Contracting (Healthsure)
- Pharmacy (AECRx)
- Data Analytics and Population Health Consulting (Vital Incite)
- Actuarial Services
- Communications (Blue Communications)
- Benefits Technology (EBM)
- Due Diligence (PE Support)
Who Should Attend
Please Check With Your Manager Prior to Registration
EB STRATEGY | SERVICE | SALES
Venue and Accommodations
The Bottleworks Hotel
850 Massachusetts Ave Suite 100 | Indianapolis, IN
We have secured a room block at the Bottleworks Hotel for conference attendees.
Currently full, click here to check for potential openings from cancellations
Aloft Indianapolis Downtown
This hotel is about a 8 minute drive or 20 minute walk (1 mile) from Bottleworks
Home2 Indianapolis Downtown
This hotel is about a 8 minute drive or 20 minute walk (1.2 miles) from Bottleworks
Agenda
Tuesday 4/7
Tuesday Agenda
- Registration Check-in
12p-1p - Welcome and Introductions
1p-2:30p - Key Cost Drivers & Strategy Shifts – Kaycee DeGabriele and Shaun Sullivan
2:30p-3:30p - Break
3:30p-3:45p - From Options to Outcomes: A Vision for a Simplified, Data‑Led Client Lifecycle – Brian Uhlig
3:45p-4:30p - Bussin Benefits Communications – Chris Vaughn
4:30p-5p - Key Sponsor Address – Spring Health
5p-5:30p - Dinner at Pins Mechanical
6:30p
Wednesday 4/8
Wednesday Agenda
- Networking Breakfast
8a-9a - Make Clients Feel Taken Care Of: The Benefits Admin Playbook Advisors Can Actually Use – Shane Brown
8:30a-9:10a - From Signals to Solutions: Introducing HR Support That Drives Client Success – Jessica Wobick
9:10a-9:30a - Indicators and Opportunities for Direct Contracting – Allison France and Mary Delaney
9:30a-9:55a - Break
9:55a-10:10a - Direct Contracting Strategies That Win – Brant Couch and Scott Pruzan
10:10a-11a - Policy Headwinds and Key Compliance Considerations – Danielle Capilla
11a-12p - Lunch and Informal Gathering Time
12p-1:30p - Employee Benefits and Retirement Due Diligence – Sara Carroll
1:30p-2p - Financial Stewardship and Risk Oversight in Employee Benefit Plans – Harindra Sebastian
2p-2:20p - Improving Client Support and Driving Improved Outcomes: Improved Carrier Contracting and Oversight of High-Cost Claimants – Ashley Berry and John Delaney
2:20p-3p - Break
3p-3:15p - Leverage Data to Identify the Correct Vendor – Sophia Fox and Andrea Lausch
3:15p-4p - Vendor Presentations (please plan to attend)
4p-5p - Happy Hour
5p-6p - Dinner at Commission Row
7p-9p
Thursday 4/9
Thursday Agenda
- Networking Breakfast
8a-9a - Shift in the PBM Market – Carrie Mueller
8:30a-9:30a - Break
9:30a-9:45a - Pharmacy Trends, Influencers and Strategies – Kaycee DeGabriele and Jennifer Perlitch
9:45a-10:30a - Alera Best Next Steps- Group Think Tank
10:30a-12p - Depart or lunch on your own
12p-1p - Optional Vital Incite Strategy Tool Training
1p-3p
Pins Mechanical
856 Carrollton Ave | Indianapolis, IN 46202
We will have our first evening event, 4/7, on the second floor. Enjoy craft drinks, lively games, and a vibrant industrial‑chic space where fun and friendly competition set the tone for the night.
Comission Row
110 S Delaware St | Indianapolis, IN 46202
We will have our second evening event, 4/8, in the Pennsylvania Room. Enjoy chef‑driven dishes, vibrant flavors, and a warm, upscale atmosphere that celebrates the city’s rich history and bold energy.
FAQ
Will my meals be covered?
A light breakfast on 4/8 and 4/9, lunch on 4/8, and dinner on 4/7 and 4/8 are covered as part of the event. Participants will be responsible for meals during travel.
What is the cost to attend?
The cost to attend the event is being covered by the Alera partners hosting the event and our sponsors.
Will my travel costs be covered?
All costs for travel (flight, Uber, etc.) will not be covered and will be the responsibility of the attendee.
Is there a hotel block to reserve a room?
Yes, there is an event specific room block at the Bottleworks Hotel where the event is being held. We have also listed out two nearby hotels that are a short drive to the event venue. See the ‘Hotel Information’ portion of this site to see the hotel options and reserve your room. The deadline for the Bottleworks Hotel room block is March 9th and space is limited.
What is the best airport to fly into?
It is recommended to fly into the Indianapolis International Airport. It is roughly a 20 minute Uber ride to the hotel from the airport.
What is the dress code for the event?
Business casual.
Questions
Sponsors
Key
Bronze
