OCTOBER 5-7, 2025 | INDIANAPOLIS, IN | INDIANAPOLIS MARRIOTT DOWNTOWN
As we gather for our third annual conference, SHA continues its mission to lead the healthcare subrogation industry into the future by driving innovation, fostering collaboration, and expanding opportunities for growth. Our vision is clear: to be a catalyst for meaningful change and a unifying platform for companies—both established and new—seeking to shape a stronger, more inclusive healthcare subrogation landscape.
This year’s theme, 'Subro Game Changers: Igniting Our Vision,' reflects our focus on sparking conversations that challenge the status quo, inspiring forward-thinking strategies, and fostering connections that empower attendees to shape the future of the industry. We are excited to build on our foundation, strengthen partnerships, and explore new possibilities together.
CONFERENCE QUICKLINKS
CONFERENCE DETAILS
OCTOBER 5-7, 2025 | INDIANAPOLIS, IN | INDIANAPOLIS MARRIOTT DOWNTOWN
TICKETS OPTIONS
ROOM BLOCK CONFERENCE PASS
STANDARD CONFERENCE PASS
LIVESTREAM CONFERENCE PASS
FIVE-PACK PASS
$300
$400
$250
$1,650
1 in-person conference pass
(if room is reserved in hotel block)
1 in-person conference pass
1 livestream conference pass
with access to all 10 sessions
5 in-person conference passes &
10 livestream conference passes
SCHEDULE AT A GLANCE
SUNDAY, OCTOBER 5
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Conference Registration Opens
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Welcome Reception for All Attendees
MONDAY, OCTOBER 6
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Five Engaging, Expert-Led Sessions
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Breakfast & Lunch (included)
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Professional Headshots (included)
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Evening Happy Hour
TUESDAY, OCTOBER 7
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Five More High-Impact Sessions
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Breakfast & Lunch (included)
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Professional Headshots (included)
CONFERENCE HIGHLIGHTS
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10 EXPERT-LED SESSIONS
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HYBRID FORMAT - Virtual & In-person Ticket Options
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PROFESSIONAL HEADSHOTS
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WELCOME RECEPTION & HAPPY HOUR
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BREAKFAST & LUNCH
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CONFERENCE SWAG & GOODIES
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DISCOUNTED HOTEL RATE - $209/ Night
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EARLY BIRD PRICING - Available through July 7th
TOPICS THAT MATTER
From legal updates and ERISA strategies to private equity transitions, audit defense, Medicare coordination, and team management—this year’s agenda strikes a balance between high-level insights and practical tools. There’s something for everyone, whether you’re new to the field or a seasoned expert.
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FULL CONFERENCE SCHEDULE
SUNDAY, OCTOBER 5TH
4:00 pm - 6:00 pm
6:00 pm - 8:00 pm
Conference Registration
Welcome Reception
MONDAY, OCTOBER 6TH
7:30 am - 8:30 am
8:30 am - 9:30 am
9:30 am - 9:40 am
9:40 am - 10:40 am
10:40 am - 10:50 am
10:50 am - 11:50 am
11:50 am - 12:00 pm
12:00 pm - 1:00 pm
1:00 pm - 2:00 pm
2:00 pm - 2:10 pm
2:10 pm - 3:10 pm
3:10 pm - 3:45 pm
5:00 pm - 7:00 pm
Breakfast
Session One
Break
Session Two
Break
Session Three
Mid-Day Reminders
Lunch
Session Four
Break
Session Five
SHA Open Forum Meeting
SHA Happy Hour
TUESDAY, OCTOBER 7TH
7:30 am - 8:30 am
8:30 am - 8:40 am
8:40 am - 9:40 am
9:40 am - 9:50 am
9:50 am - 10:50 am
10:50 am - 11:00 am
11:00 am - 12:00 pm
12:00 pm - 1:00 pm
1:00 pm - 2:00 pm
2:00 pm - 2:10 pm
2:10 pm - 3:10 pm
3:10 pm - 3:20 pm
Breakfast
Opening Remarks
Session Six
Break
Session Seven
Break
Session Eight
Lunch
Session Nine
Break
Session Ten
Closing Remarks
SESSION DETAILS
DAY 1: MONDAY, OCTOBER 6TH
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Sparking Impact: A Conversation with Jeff Baill on How Involvement with a Trade Association Elevates Your Career and Serves Your Clients
SESSION ONE
Insights from the SHA Board: Industry Trends & Legal Updates
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Description:
SHA BOARD MEMBERS
Stay up to date on the latest developments in the healthcare subrogation industry with this session led by SHA Board Members. Our board members will explore key trends, legal updates, and hot topics shaping the industry. With perspectives from seasoned professionals across the field, this session offers attendees a high-level overview of current challenges, emerging issues, and what subrogation professionals should be keeping an eye on. Come ready for an honest and thought-provoking conversation on where the industry stands and where it’s headed.
8:30 am - 9:30 am
SESSION TWO
9:40 am - 10:40 am
Words Matter: Improving ERISA Plan Subrogation Language
Speakers:
Description:
Douglas M. Lehrer – Founder and Shareholder at Matthiesen Wickert & Lehrer, S.C.
Christopher Vandeventer – Associate Attorney at Matthiesen Wickert & Lehrer, S.C.
This seminar will assist subrogation professionals and plan underwriters in addressing weaknesses in an ERISA plan’s subrogation language which can potentially cost the plan millions of dollars. Those overseeing ERISA plans should always be identifying and investigating medical claims paid that indicate subrogation potential. However, pursuing subrogation will be nearly impossible if the plan language does not support your right to subrogation and reimbursement. Every health plan should be reviewed to verify that it provides the plan with the ammunition and tools necessary to successfully recover plan payments when there is a third party responsible for causing the injury. During this seminar we will provide clear examples of how insufficient plan language can cost the plan untold millions. We will explore common gaps or weaknesses in plan language that can undermine subrogation and coordination of benefit efforts. Strategies for strengthening plan language to ensure clarity and enforceability will be discussed and approaches for effectively communicating and marketing plan language updates will be given. We will also outline ways to identify and resolve conflicts caused by inconsistent or outdated plan language. In the world of insurance and ERISA subrogation, the addition or deletion of a few words can make all the difference in the world. Join us for an interesting session that reveals some of the easy fixes to make sure your ERISA plan subrogation language allows for maximum subrogation potential.
10:50 am - 11:50 am
SESSION THREE
Medicare: Recent Developments, The PAID Act, and Lessons for Health Subrogation Professionals
Speakers:
Description:
Brian Bargender – Business Consultant, Subrogation and Other Party Liability at Humana
Logan Pry – Vice President, Medicare Compliance at Allan Koba Compliance Solutions
Most older Americans now get their Medicare benefits through Medicare Advantage plans. Medicare plans’ subrogation and coordination of benefits efforts have begun to change the way some workers’ compensation, general liability, no-fault/PIP, and self-insured companies process and settle injury claims. Many of these carriers are being increasingly proactive with outreach efforts to plans and their subrogation vendors. This presentation will explain why injury carriers are being more proactive and whether that will continue, challenges that both injury carriers and plans face because of these outreach efforts, how both sides can benefit from the outreach, and potential subrogation lessons for other types of health plans.
10:50 am - 11:50 am
SESSION FOUR
1:00 pm - 2:00 pm
The Bigger They Are the Harder They Reduce
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Description:
Rebekah McGuire-Dye - Vice President of Subrogation Efficiency at The Phia Group
Cindy Merrell – Managing Attorney of Subrogation Services at The Phia Group
This presentation will cover a best practice checklist that focuses on quality file handling steps that maximize recoveries of large liens. In order to have maximum impact, these seasoned experts will begin with a discussion on medical inflation compared to minimal liability coverage limit trends then move into a checklist for large lien case handling. It will touch on both ERISA and non-ERISA plans, along with Medicare plans, utilizing case studies from our combined 50 years of case handling experience. The session is intended to provide a comprehensive overview of six-figure lien resolution best practices along with specific examples of ways recoveries have been maximized by following our time-tested checklist.
SESSION FIVE
2:10 pm - 3:10 pm
Sparking Impact: A Conversation with Jeff Baill on How Involvement with a Trade Association
Elevates Your Career and Serves Your Clients
Speakers:
Description:
Laura Schmidt – Managing Partner at Kelly, Smith & Schmidt, PC
Jeff Baill – Partner at Yost & Baill
A talk show style interview with Jeff Baill, founder of NASP. Jeff is now partially retired but started NASP, served on its board for 20 plus years and also serves on the US Tennis Association board. Jeff will talk about how getting involved in a trade association is good for your professional development and for your clients or employer.
2:10 pm - 3:10 pm
8:30 am - 9:30 am
DAY 2: TUESDAY, OCTOBER 7TH
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8:40 am - 9:40 am
SESSION SIX
8:40 am - 9:40 am
Subro Spark: Crafting a Perfect Pitch for Subrogation’s Societal Importance
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Description:
Daran Kiefer – Principal and Attorney at Kiefer & Peters Co. L.P.A.
Gary Wickert – Shareholder and Attorney at Matthiesen Wickert & Lehrer, S.C.
Matt Stephens - Managing Partner and Shareholder at ROS Law Group, PLC
This presentation will reveal the far-reaching societal benefits of healthcare subrogation and why it should be recognized as an indispensable mechanism for economic fairness, healthcare affordability, and legal accountability in modern America. This presentation will also spotlight the important role subrogation professionals play in the national healthcare system and U.S. economy. Subrogation is not just about dollars—it’s about justice, deterrence, and sustainability. By reducing litigation, expediting recoveries, and preserving plan integrity, subrogation professionals are not just adjusting claims—they are protecting America’s access to affordable care. Using these tools, this presentation will challenge attendees to craft an “elevator pitch” to explain subrogation’s value. This presentation aims to help subrogation professionals craft a pitch for their own health plans, company leadership, plan members, injury attorneys, courts and even the general public. This presentation seeks to ignite in subrogation folks a pride for what they do and an ability to articulate why it matters.
9:50 am - 10:50 am
SESSION SEVEN
9:50 am - 10:50 am
Bracing for Government Scrutiny: How to Navigate Audits and Subrogation Compliance
Speakers:
Description:
Nancy Case – Partner and Attorney at Axepoint Law
Stephen Smith – Partner and Attorney at Axepoint Law
This session focuses on Department of Labor, Medicare, and Medicaid audits, and emphasizing healthcare subrogation. We will explore how subrogation intersects with broader ERISA and Federal Agency requirements, drawing parallels to recent OIG audits in Medicare Advantage (e.g., Humana and CVS HealthAssurance) as a real-world example of heightened regulatory scrutiny, including exploration of Wurtz v. The Rawlings Company class action lawsuit.
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11:00 am - 12:00 pm
SESSION EIGHT
11:00 am - 12:00 pm
How Healthcare TPA’s Can Be Impact Players in A Crowded Subrogation Industry
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Karie Kath - Senior Manager at Health Care Service Corporation
This management-focused session will provide actionable strategies for overseeing the day-to-day operations of healthcare subrogation teams. Attendees will learn how to handle high-volume, complex caseloads while keeping teams motivated, efficient, and aligned with organizational goals. Key areas of focus include education, partnerships, reporting, and managing corporate expectations, offering practical insights to enhance team performance and drive success in the healthcare subrogation process.
1:00 pm - 2:00 pm
SESSION NINE
1:00 pm - 2:00 pm
Shifting Gears: Staying in the Driver’s Seat During Mergers and Private Equity Takeovers
in Healthcare Subrogation
Speakers:
Description:
Connie Archer – Senior Vice President of Subrogation Operations
John Kolb - Managing Partner of Kolb Clare & Arnold, PSC
As the pace of mergers and private equity takeovers accelerates, healthcare subrogation professionals often find themselves in the fast lane with little warning. Whether you’re part of a pit crew or in the pole position, this session will help you navigate the sharp turns of corporate acquisitions. Our panel of industry veterans will walk you through strategies for keeping traction when your company changes ownership—covering everything from protecting your position and negotiating favorable terms, to adapting to new team dynamics, understanding restrictive covenants, and maintaining peak performance. Don’t get left in the dust—learn how to stay in control when the track suddenly changes.
2:10 pm - 3:10 pm
SESSION TEN
2:10 pm - 3:10 pm
Dealing with Difficult Attorneys: A Roundtable
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Description:
Joel Tilleson – Partner at Falk Legal Group
Lisa Boero – General Counsel at Security Health Plan and the General Counsel at the Marshfield Clinic Health System, a region of Sanford Health
Sara Skrzeczkoski – Subrogation & Third-Party Liability Manager at Security Health Plan
Surprising as it may seem, not everyone wants to reimburse their health insurer, and frequently dealing with difficult attorneys is a universal part of healthcare recovery subrogation. This roundtable will be moderated by three individuals who each bring a unique view to negotiating with adverse attorneys: an in-house general counsel, a subrogation manager, and a litigator. The panel will present negotiation strategies and facilitate a lively and interactive group discussion on how to best handle aggressive opposing counsel.
Shifting Gears: Staying in the Driver’s Seat During Mergers and Private Equity Takeovers in Healthcare Subrogation
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MEET THE SPEAKERS
BRIAN BARGENDER
Business Consultant, Subrogation and Other Party Liability at Humana
Brian Bargender is an internal consultant with Humana, one of the country’s largest Medicare Advantage organizations. He possesses over 20 years of experience in health benefit subrogation and Medicare Secondary Payer (MSP) enforcement operations, including case file management, advisory, and leadership roles.
His current responsibilities encompass researching trends and legal developments that influence coordination of benefits and payment recovery for group health, Medicare Advantage, and Medicaid managed care plans. Additionally, he develops new cost avoidance and payment recovery projects, advises health plan leaders, and collaborates with Humana’s Law Department on Medicare Secondary Payer enforcement strategies. He is frequently invited to conduct presentations on MSP and health subrogation issues for audiences that include health plans, injury insurance carriers, and plaintiff attorneys.
Brian holds a Master of Science degree in Legal Studies and Applied Legal Research from Purdue University and has received a Certified Subrogation Recovery Professional (CSRP) designation from the National Association of Subrogation Professionals (NASP). He previously served as co-chair of NASP’s Wisconsin chapter and as a leader for the Health Subrogation education track at NASP’s annual conference. Currently, Brian serves as vice president of the Subrogation Health Alliance (SHA) and co-chairs a Medicare Secondary Payer and Workers’ Compensation Medicare Set Aside task group for the National Coalition for Prescription Drug Plans (NCPDP).
SESSION THREE DETAILS
SESSION TITLE:
SESSION DATE & TIME:
SESSION DESCRIPTION:
Medicare: Recent Developments, The PAID Act, and Lessons for Health Subrogation Professionals
Monday, October 6th at 10:50 am - 11:50 am
Most older Americans now get their Medicare benefits through Medicare Advantage plans. Medicare plans’ subrogation and coordination of benefits efforts have begun to change the way some workers' compensation, general liability, no-fault/PIP, and self-insured companies process and settle injury claims. Many of these carriers are being increasingly proactive with outreach efforts to plans and their subrogation vendors. This presentation will explain why injury carriers are being more proactive and whether that will continue, challenges that both injury carriers and plans face because of these outreach efforts, how both sides can benefit from the outreach, and potential subrogation lessons for other types of health plans.
MEET OUR SPONSORS
KATCH
Katch is the industry leader in payment coordination, offering end-to-end solutions from Proactive Injury Coverage Coordination (PICC) to subrogation.
Katch gives you more from every claim: more value, more savings, and more confidence in the process.
By combining human insight with data and technology, we deliver smarter outcomes—before and after claims are paid. We tailor our strategies to each client’s unique needs, building partnerships that create real impact.
Katch finds what others miss—earlier, faster, and easier.
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35+ years of subrogation experience
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Supporting 100+ clients across all 50 states
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Scaled solutions for PICC and subrogation
CLE INFORMATION
CLE credit is available for both in-person and virtual attendees. To receive credit, please review the information below and complete the registration form using the link provided. Payment instructions will be shared once all forms have been submitted.
CLE PRICE: $375 | $100 EXTRA PER ADDITIONAL JURISDICTION
INCLUDED IN THE PRICE: STATE & PROCESSING FEES
- Fill out registration form on SHA website to sign up to receive CLE credits during the SHA Conference
- CLE Packet & forms will be provided at registration (virtual attendees will be emailed forms)
- Forms will need to be filled out and signed by the end of the conference
- CLE registration cut off date will be 14 days before the conference (Sunday, September 21, 2025)
- Pay CLE fee at the conference registration desk (or via PayPal invoice)
*NOTE: Credit Hours may vary based on state’s regulations & all credits are non-transferable.
CLE REGISTRATION INFORMATION:
