2025 Conference Evaluation Forms

2025 SHA ANNUAL CONFERENCE

CONFERENCE EVALUATION FORMS

Thank you for attending the 2025 SHA Annual Conference!

Your feedback is incredibly important to us and helps shape the future of our events. By taking a few minutes to share your thoughts, you’re helping us grow, improve, and ensure that next year’s conference is even more valuable and impactful for our entire community. We truly appreciate your insight and support.

Session Evaluation Forms

SESSION EVALUATION FORMS

Your input is essential in helping us improve future SHA sessions and provide meaningful feedback to our speakers. After attending each session, please take a few minutes to complete the corresponding evaluation form. Your insights will help us continue to grow and deliver valuable, relevant content.

Thank you for taking the time to share your thoughts!

SESSION ONE EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Insights from the SHA Board: Industry Trends & Legal Update

Brian Bargender – Business Consultant, Subrogation and Other Party Liability at Humana

Daran Kiefer – Principal and Attorney at Kiefer & Peters Co. L.P.A.

Karie Kath - Senior Manager at Health Care Service Corporation

Matt Monyhan – Executive Director of Operations & Strategy at Carelon Subrogation

SESSION TITLE:

Insights from the SHA Board: Industry Trends & Legal Update

SESSION SPEAKERS:

Brian Bargender

Business Consultant, Subrogation and Other Party Liability at Humana

Daran Kiefer

Principal and Attorney at Kiefer & Peters Co. L.P.A.

Karie Kath

Senior Manager at Health Care Service Corporation

Matt Monyhan

Executive Director of Operations & Strategy at Carelon Subrogation

SESSION TWO EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Words Matter: Improving ERISA Plan Subrogation Language

Douglas M. Lehrer – Founder and Shareholder at Matthiesen Wickert & Lehrer, S.C.

Christopher Vandeventer – Associate Attorney at Matthiesen Wickert & Lehrer, S.C.

SESSION TITLE:

Words Matter: Improving ERISA Plan Subrogation Language

SESSION SPEAKERS:

Douglas M. Lehrer

Founder and Shareholder at Matthiesen Wickert & Lehrer, S.C.

Christopher Vandeventer

Associate Attorney at Matthiesen Wickert & Lehrer, S.C.

SESSION THREE EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Medicare: Recent developments, The PAID Act, and Lessons for Health Subrogation Professionals

Brian Bargender – Business Consultant, Subrogation and Other Party Liability at Humana

Logan Pry – Vice President, Medicare Compliance at Allan Koba Compliance Solutions

SESSION TITLE:

Medicare: Recent developments, The PAID Act, and Lessons for Health Subrogation Professionals

SESSION SPEAKERS:

Brian Bargender

Business Consultant, Subrogation and Other Party Liability at Humana

Logan Pry

Vice President, Medicare Compliance at Allan Koba Compliance Solutions

SESSION FOUR EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

The Bigger They Are the Harder They Reduce

Rebekah McGuire-Dye - Vice President of Subrogation Efficiency at The Phia Group

Cindy Merrell – Managing Attorney of Subrogation Services at The Phia Group

SESSION TITLE:

The Bigger They Are the Harder They Reduce

SESSION SPEAKERS:

Rebekah McGuire-Dye

Vice President of Subrogation Efficiency at The Phia Group

Cindy Merrell

Managing Attorney of Subrogation Services at The Phia Group

SESSION FIVE EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Sparking Impact: A Conversation with Jeff Baill on How Involvement with a Trade Association Elevates Your Career and Serves Your Clients

Laura Schmidt – Managing Partner at Kelly, Smith & Schmidt, PC

Jeff Baill – Partner at Yost & Baill

SESSION TITLE:

Sparking Impact: A Conversation with Jeff Baill on How Involvement with a Trade Association Elevates Your Career and Serves Your Clients

SESSION SPEAKERS:

Laura Schmidt

Managing Partner at Kelly, Smith & Schmidt, PC

Jeff Baill

Partner at Yost & Baill

SESSION SIX EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Subro Spark: Crafting a Perfect Pitch for Subrogation’s Societal Importance

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

SESSION TITLE:

Subro Spark: Crafting a Perfect Pitch for Subrogation’s Societal Importance

SESSION SPEAKERS:

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

SESSION SEVEN EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Bracing for Government Scrutiny: How to Navigate Audits and Subrogation Compliance

Nancy Case – Attorney

Stephen Smith – Partner and Attorney at Axepoint Law

SESSION TITLE:

Bracing for Government Scrutiny: How to Navigate Audits and Subrogation Compliance

SESSION SPEAKERS:

Nancy Case

Attorney

Stephen Smith

Partner and Attorney at Axepoint Law

SESSION TITLE:

Bracing for Government Scrutiny: How to Navigate Audits and Subrogation Compliance

SESSION SPEAKERS:

Nancy Case

Attorney

Stephen Smith

Partner and Attorney at Axepoint Law

SESSION EIGHT EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

How Healthcare TPA’s Can Be Impact Players in A Crowded Subrogation Industry

Sara Skrzeczkoski – Subrogation & Third-Party Liability Manager at Security Health Plan

SESSION TITLE:

How Healthcare TPA’s Can Be Impact Players in A Crowded Subrogation Industry

SESSION SPEAKERS:

Sara Skrzeczkoski

Subrogation & Third-Party Liability Manager at Security Health Plan

SESSION NINE EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Shifting Gears: Staying in the Driver’s Seat During Mergers and Private Equity Takeovers in Healthcare Subrogation

Constance Archer – Senior Vice President of Recovery Operations and Client Solutions at Katch

John Kolb - Managing Partner of Kolb Clare & Arnold, PSC

SESSION TITLE:

Shifting Gears: Staying in the Driver’s Seat During Mergers and Private Equity Takeovers in Healthcare Subrogation

SESSION SPEAKERS:

Constance Archer

Senior Vice President of Recovery Operations and Client Solutions at Katch

John Kolb

Managing Partner of Kolb Clare & Arnold, PSC

Conference Evaluation Form

CONFERENCE EVALUATION FORM

SUBROGATION HEALTHCARE ALLIANCE

Thank you for attending the 2025 SHA Annual Conference!

SESSION ONE EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Insights from the SHA Board: Industry Trends & Legal Update

SESSION TWO EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Words Matter: Improving ERISA Plan Subrogation Language

Douglas M. Lehrer – Founder and Shareholder at Matthiesen Wickert & Lehrer, S.C.

Christopher Vandeventer – Associate Attorney at Matthiesen Wickert & Lehrer, S.C.

SESSION THREE EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Medicare: Recent developments, The PAID Act, and Lessons for Health Subrogation Professionals

SESSION FOUR EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

The Bigger They Are the Harder They Reduce

SESSION FIVE EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Sparking Impact: A Conversation with Jeff Baill on How Involvement with a Trade Association Elevates Your Career and Serves Your Clients

SESSION SIX EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Subro Spark: Crafting a Perfect Pitch for Subrogation’s Societal Importance

SESSION SEVEN EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Bracing for Government Scrutiny: How to Navigate Audits and Subrogation Compliance

SESSION EIGHT EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

How Healthcare TPA’s Can Be Impact Players in A Crowded Subrogation Industry

Sara Skrzeczkoski – Subrogation & Third-Party Liability Manager at Security Health Plan

SESSION NINE EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Shifting Gears: Staying in the Driver’s Seat During Mergers and Private Equity Takeovers in Healthcare Subrogation

Constance Archer – Senior Vice President of Recovery Operations and Client Solutions at Katch

SESSION TEN EVALUATION FORM

SESSION TITLE:

SESSION SPEAKERS:

Dealing with Difficult Attorneys: A Roundtable

Joel Tilleson – Partner at Falk Legal Group

PLEASE TAKE A MOMENT TO COMPLETE THIS FORM

PLEASE TAKE A MOMENT TO COMPLETE THIS FORM

Thank you for attending the 2025 SHA Annual Conference!

SESSION ONE EVALUATION FORM

SESSION TITLE: SESSION SPEAKERS:

Insights from the SHA Board: Industry Trends & Legal Update

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PLEASE TAKE A MOMENT TO COMPLETE THIS FORM

PLEASE TAKE A MOMENT TO COMPLETE THIS FORM

SESSION TITLE:

SESSION SPEAKERS: