Gallagher Enterprise Summit Welcome Guide

©2026 Gallagher. All rights reserved.

Enterprise Summit Welcome Guide Renaissance Orlando Airport Hotel January 26th & 27th

Premium Sponsors

Sponsors

Breakfast Sponsor

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Enterprise Summit Welcome Guide

© 2026 Gallagher. All rights reserved.

Enterprise Summit Welcome Guide Agenda Welcome Letter What You Need to Know Meet Our Speakers

Meet Our Premium Sponsors (Cigna | Aetna)

Meet Our Sponsors (UnitedHealthcare | Anthem) Attendees Health Leaders Giving Back

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Welcome Letter Welcome to the 2026 Gallagher Enterprise Health Summit!

We’re thrilled to bring this group of superstars together and appreciate you all for making the effort to attend.

Our goal is to collaborate, learn, share best practices, and build community - which will equip us to further build out our enterprise client base in GBS. We also thank our sponsors, from whom we are excited to hear of their latest innovations and offerings.

On behalf of the GBS US leadership team, thank you for investing your time and energy into this event – our Enterprise Segment is nothing without all of you!

Dean Aloise US Enterprise Segment Leader

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Enterprise Summit Welcome Guide

© 2026 Gallagher. All rights reserved.

What You Need to Know Meeting Location:

Date:

Renaissance Orlando Airport Hotel

January 26-27, 2026

Meeting Times: Day 1

Day 2

Day 3

12 pm – 5 pm, Happy Hour & Dinner Off-site

7:30 am – 5 pm, Happy Hour & Dinner

departure in am

Orlando Forecast:

Hotel Room Confirmation: Your hotel rooms have been booked.

If you have any issues checking in, please text Pamela or Nancy: Pamela: 412-337-1361 Nancy: 618-791-8057

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Meeting Rooms The meetings on Monday and Tuesday will be held in the Milan Ballroom.

The happy hour on Monday evening and the happy hour & dinner on Tuesday will be held in the Vienna.

The rooms are both on the first floor. See floor plan.

Dress Code: Parking: There is one parking lot with 2 gated entrances. Pull a ticket upon entering. Parking will be charged to your room. You will use your room key upon leaving.

Business Casual

Airport Shuttle: Scan to see more details

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Enterprise Summit Welcome Guide

© 2026 Gallagher. All rights reserved.

January 26, 2026: Day 1 Time

Agenda topic

12:00–1:00

Lunch @ Milan Ballroom

1:00–1:55

1:55-2:00

2:00–3:30

Welcome & kick-off!

Enterprise Vision for the Future

Dean Aloise Erin Griffin Robby White

5 min transition time

Drive & AI Clinical & Analytics Strategies

3:30–3:45

Break

3:45-4:30

Premium Sponsor Presentation - Cigna

4:30-5:00

Break

5:00–6:30

Discussion leader

Happy hour @The Vienna Foyer

Ryan Lane Lane Yahchouchi Dave Gillen

All attendees with all sponsors

Dinner at Ole Red 6:30 Board bus 6:30-9:30

7:00 Dinner & games 9:00 Board bus 9:30 Return to hotel

All attendees with Cigna

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January 27, 2026: Day 2 Time

Agenda topic

7:30-8:30

Breakfast Presentation by Rula starting at 8 am @ Milan Ballroom

8:30-8:35

5 min transition time

8:35–9:20

Pharmacy Update

9:20-9:25

5 min transition time

9:25–10:10

Anthem Presentation

10:10-10:15

5 min transition time

10:15-11:00

UnitedHealthcare Presentation

11:00-11:15

Break

11:15-11:45

Absence L&D

11:45-11:50

5 min transition time

11:50-12:30

Enterprise Pursuit Process

12:30-1:30

Lunch @ Milan Ballroom

1:30-2:00

Digital Engagement | Gallagher Guide

2:00-2:05

5 min transition time

2:05 –2:35

Gallagher Technology & Enrollment Consulting

2:35-2:40

5 min transition time

Discussion leader

Tom Tran

Ron Witthohn Mary Armstrong-Flippo

Liam O’Neill

Stacey Babyak

Derek Buckowsky

Kelly Conlin, Josh Rubich, Dawna Gray, Marne Bell w/Liam O’Neill as MC

2:40-3:40

Leader Panel

3:40-4:00

Break

4:00-4:45

Premium Sponsor Presentation - Aetna

4:45-5:00

Wrap up

Erin Griffin

5:30-6:30

Happy Hour @The Vienna Foyer

All attendees

6:30-8:30

Dinner at Hotel @The Vienna (A)

All attendees with Aetna

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Enterprise Summit Welcome Guide

© 2026 Gallagher. All rights reserved.

Meet Our Speakers

Day 1 Speakers

Day 2 Speakers

Dean Aloise

Erin Griffin

US Enterprise Segment Leader

Area Vice President

Dean_aloise@ajg.com

Erin_griffin@ajag.com

Content Title: Welcome & Kick Off

Content Title: Welcome & Kick Off

Presentation time: Day 1: 1:00–1:55

Presentation time: Day 1: 1:00–1:55

Fun Fact: Dean’s band Black Crash was named one of Pittsburgh’s top local bands in Pittsburgh in 2005 by WYEP.

Fun Fact: Erin likes to hand embroider old antique books that she collects on her travels.

Robby White

Ryan Lane

US Health & Benefits Leader, Innovation

Business Intelligence Lead, Gallagher Drive

Robby_white@ajg.com

ryan_lane@ajg.com

Content Title: Welcome & Kick Off

Content Title: Drive & AI Clinical & Analytic Strategies

Presentation time: Day 1: 1:00–1:55 Fun Fact: Back in his college days, Robby was a pitcher for the Baylor Baseball team.

Presentation time: Day 1: 2:00–3:30 Fun Fact: Ryan enjoys being outside in Colorado, either on a hiking trail or on the ski slopes.

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Lane Yahchouchi

Dave Gillen

US Vice President, Clinical Strategy

Divisional Vice President, US Analytics Lead

Lane_Yahchouchi@ajg.com Content Title: Drive & AI Clinical & Analytic Strategies Presentation time: Day 1: 2:00–3:30 Fun Fact: When Lane turned 20, she biked 4,768 miles from Austin, Texas to Anchorage, Alaska. By the end of the trip she had a shaved head and her legs looked like a new tree species.

David_Gillen@ajg.com Content Title: Drive & AI Clinical & Analytic Strategies Presentation time: Day 1: 2:00–3:30 Fun Fact: Dave has traveled to every state in the continental U.S., and yet has always called Pittsburgh home.

Tom Tran

Ron Witthohn

Senior Vice President, Pharmacy Practice, GBS PBM

Division Vice President, Absence & Productivity

Tom_tran@ajg.com

Ron_whitthohn@ajg.com

Content Title: Pharmacy Update

Content Title: Absence L&D

Presentation time: Day 2: 8:35–9:20

Presentation time: Day 2: 11:15-11:45

Fun Fact: Tom Tran has been learning how to propagate plants from cuttings and now finds himself breaking off branches of plants or trees.

Fun Fact: Ron is an Eagle Scout and enjoys spending time with his four grandchildren.

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Enterprise Summit Welcome Guide

© 2026 Gallagher. All rights reserved.

Mary Armstrong-Flippo

Liam O’Neill

Area Senior Vice President, Absence & Productivity

Leader - Enterprise Sales Enablement US

Mary_ArmstrongFlippo@ajg.com Content Title: Absence L&D Presentation time: Day 2: 11:15-11:45

Liam_ONeillKeir@ajg.com Content Title: Enterprise Pursuit Process Presentation time: Day 2: 11:50-12:30

Fun Fact: Mary had the extraordinary experience to swim with whale sharks two hours off the coast of Mexico on an environmental boating adventure.

Fun Fact: Liam played against English Premier League Soccer players, but didn’t quite make it as a pro. His grandad was a professional soccer player for Portsmouth FC in the early 50s.

Stacey Babyak

Derek Buckowsky

Director, UX Strategy

National Sales Leader, Technology & Enrollment

Stacey_Babyak@ajg.com Content Title: Digital Engagement | Gallagher Guide Presentation time: Day 2: 1:30-2:00 Fun Fact: Stacey performs improv and sketch comedy in her spare time and she is a bravoholic!

Derek_Buckowsky@ajg.com Content Title: Gallagher Technology & Enrollment Consulting Presentation time: Day 2: 2:05 –2:35 Fun Fact: Derek’s family has a long history of having twins! Go and find him for the details!

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Kelly Conlin

Josh Rubich

Managing Director and Chief Actuary, U.S. Health Financial & Actuarial Consulting

Area Senior Vice President, Central Florida

Kelly_Conlin@ajg.com Content Title: Leader Panel Presentation time: Day 2: 2:40-3:40 Fun Fact: Kelly enjoys golf, hiking and cheering for her kids on the sidelines during soccer games and track meets.

Joshua_rubich@ajg.com Content Title: Leader Panel Presentation time: Day 2: 2:40-3:40 Fun Fact: Josh has been to South Africa twice on safari.

Dawna Gray

Marne Bell

Area Senior Vice President, SD Bradawn

Area Executive Vice President, Client Development

Dawna_Gray@ajg.com Content Title: Leader Panel Presentation time: Day 2: 2:40-3:40 Fun Fact: Dawna had the privilege to meet and shake hands with Mother Teresa in the early 1970s when she visited her Catholic high school in Toronto. Dawna can say she met a Saint!

Marne_Bell@ajg.com Content Title: Leader Panel Presentation time: Day 2: 2:40-3:40 Fun Fact: Marne has competed in 2 Powerlifting meets!

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Enterprise Summit Welcome Guide

© 2026 Gallagher. All rights reserved.

Meet Our Premium Sponsors

Joshua Cosgrove

Eva Borden

Vice President, Consultant Strategy

Chief Product Officer, US Employer

Joshua.Cosgrove@Cignahealthcare.com

Eva.Borden@CignaHealthcare.com

John Roble

David Kobus

Senior Vice President, National Accounts, New Business

Senior Vice President, Network Management

John.Roble@CignaHealthcare.com

David.Kobus@CignaHealthcare.com

Dr. Nick Gettas

Kelly A. Reabe

National Accounts, Medical Executive

Vice President, National Accounts, New Sales

Nick.Gettas@CignaHealthcare.com

Kelly.Reabe@CignaHealthcare.com

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Mark Janus

Steve Manning

Lead Director, Strategic Partnerships

VP, National Business

janusm@aetna.com

stephen.manning@aetna.com

Matt Harms

Pete Patel

Executive Director, Sales and Account Management

Executive Director, Strategic Planning

harmsm2@aetna.com

patelp1@aetna.com

Tim Williams

Diane Anderson

Executive Director, Strategy and Business Development

Executive Director, Actuarial – Network Management

Williamst1@aetna.com

Anderson1@aetna.com

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Enterprise Summit Welcome Guide

© 2026 Gallagher. All rights reserved.

Meet Our Sponsors

Joseph Toole

Jon Aubrey

Julia Kukuruda

Sales Regional Vice President

Sales Regional Vice President

Regional Vice President, Account Management

joseph.toole@anthem.com

jaubrey@ameriben.com

julia.kukuruda@anthem.com

Marisa Garvey Vice President, National Broker Relations marisa_l_garvey@uhc.com

Stephanie Aldridge Strategic Client Executive, Client Management, UnitedHealthcare National Accounts stephanie.aldridge@umr.com

Jean‑François Beaulé EVP, Health Plan Strategy & Innovation, United Healthcare jean_francois_beaule@uhg.com

Bryan Miller Partnerships bryan.miller@rula.com

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Attendees First

Last

Title

Email

Samina

Abolfathian

Service Consultant, Atlanta

Samina_Abolfathian@ajg.com

Jacob

Abraham

Account Executive - Key Accounts, Houston

Jacob_Abraham@ajg.com

Sara

Acuna

Retention Consultant, Illinois

Sara_Acuna@ajg.com

Dean

Aloise

US Enterprise Segment Leader

Dean_aloise@ajg.com

Mary

ArmstrongFlippo

Area Senior Vice President, Absence & Productivity

Mary_ArmstrongFlippo@ajg.com

Stacey

Babyak

Director, UX Strategy

Stacey_Babyak@ajg.com

Jon

Baeta

West Region Managing Director

jon_baeta@ajg.com

Marne

Bell

Area Executive Vice President, Client Development

marne.bell@ajg.com

Dan

Bowen

Area Executive Vice President, Houston JWDB

dan_bowen@ajg.com

Kim

Breard

Area Vice President, Louisiana

kim_breard@ajg.com

Derek

Buckowsky

National Sales Leader, Technology & Enrollment

derek_buckowsky@ajg.com

Paul

Burns

Principal, Pharmacy

paul_burns@ajg.com

Jessica

Carino-Lee

Director, Benefits & HR Consulting

jessica_carinolee@ajg.com

Lisa

Carver

Client Consultant Leader, Executive

lisa_carver@ajg.com

Christina

Caughlin

Area Vice President, New York City

christina_caughlin@ajg.com

Andrew

Clifton

Client Services Executive II, Tennessee

andrew_clifton@ajg.com

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Enterprise Summit Welcome Guide

© 2026 Gallagher. All rights reserved.

First

Last

Title

Email

Kelly Conlin

Conlin

Managing Director and Chief Actuary, U.S. Health Financial & Actuarial Consulting

kelly_conlin@ajg.com

Bryce

Craig

Regional Practice Leader, Voluntary Benefits

bryce_craig@ajg.com

Andy

Davidson

President, Gallagher Healthcare, Business Development

andrew_davidson@ajg.com

Katherine

Dillard

Area Vice President, Tennessee

katherine_dillard@ajg.com

Julia

Dodge

West Region Practice Leader

julia_dodge@ajg.com

Jennifer

Du Toit

Area Vice President, SD Bradawn

jennifer_du toit@ajg.com

Ashley

Ellis-Diaz

Director, Client Management and Market Development

ashley_ellis@ajg.com

Branden

Elsner

Area Vice President, Philadelphia

branden_elsner@ajg.com

Pamela

Eynon

Strategic Initiatives Delivery Leader

pamela_eynon@ajg.com

Will

Finney

Health & Welfare Consultant, Tennessee

will_finney@ajg.com

David

Foster

Principal, Benefits & HR Consulting

david_foster@ajg.com

Jacqueline

Fowler

Vice President Strategy and Innovation

jacqueline_fowler@ajg.com

Chase

Foy

Health & Welfare Producer, Tennessee

chase_foy@ajg.com

Jeff

French

Managing Director, Houston

jeff_french@ajg.com

Nancy

Gaffney

Principal, Benefits & HR Consulting

nancy_gaffney@ajg.com

Jenna

Gasper

Area Executive Vice President, Houston

jenna_gasper@ajg.com

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First

Last

Title

Email

Karin

Gibson

Area Vice President, SD Bradawn

karin_gibson@ajg.com

Dave

Gillen

Divisional Vice President, US Analytics Lead

david_gillen@ajg.com

Nancy

Goestenkors

Client Marketing Specialist

nancy_goestenkors@ajg.com

Dawna

Gray

Area Senior Vice President, SD Bradawn

dawna_gray@ajg.com

Erin

Griffin

Area Vice President – Employee Benefits and FACTS Team, Houston JWDB

erin_griffin@ajg.com

Betty

Gwinn

Sr. Area Vice President, Austin

betty_gwinn@ajg.com

Dr. Christine

Hale

Chief Medical Officer

christine_hale@ajg.com

Brett

Haywood

Principal, Benefits & HR Consulting

brett_haywood@ajg.com

Paul

Hilling

Area Senior Vice President, Illinois

paul_hilling@ajg.com

Daniel

Janes

Benefits Consultant, Houston JWDB

daniel_janes@ajg.com

Norm

Kerr

Principal, Benefits & HR Consulting

norman_kerr@ajg.com

Ryan

Lane

Business Intelligence Lead, Gallagher Drive

ryan_lane@ajg.com

Mackenzie

Lannen

Bid Manager, GBS Sales Effectiveness

mackenzie_lannen@ajg.com

Heather

Leavitt

Senior Account Executive, SD Bradawn

heather_leavitt@ajg.com

Mike

Leskanic

Managing Director, US Central Region

michael_leskanic@ajg.com

Danielle

McIntosh

Associate Area Vice President, Michigan

Danielle_McIntosh@ajg.com

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Enterprise Summit Welcome Guide

© 2026 Gallagher. All rights reserved.

First

Last

Title

Email

Tammy

Olson

Area Senior Vice President, Los Angeles

tammy_olson@ajg.com

Liam

O'Neill

Leader - Enterprise Sales Enablement US

liam_o'neill@ajg.com

Russell

Paape

Area Vice President, Market Leader

russell_paape@ajg.com

Robert

Petcove

Area Sr. Vice President, Leader – Automotive Practice

robert_petcove@ajg.com

Jeff

Ries

Area Senior Vice President, Charlotte

jeff_ries@ajg.com

Josh

Rubich

Area Senior Vice President, Central Florida

joshua_rubich@ajg.com

Marco

Ruffini

Principal, Illinois & Michigan Market Leader

marco_ruffini@ajg.com

Kathleen

Schulz

Divisional Vice President Global Innovation Leader, Organizational Wellbeing, Business Development

kathleen_schulz@ajg.com

Mariela

Smith

Benefits Consultant, Houston JWDB

mariela_smith@ajg.com

Matt

Smith

Principal, Benefits & HR Consulting

matthew_smith@ajg.com

Erik

Snow

Area Vice President, Utah

erik_snow@ajg.com

Denny

Stusek

Producer, Ohio NE

denton_stusek@ajg.com

Bettina

Taylor

Area Vice President, SD Bradawn

bettina_taylor@ajg.com

Melody

Terral

Area Vice President, Louisiana

melody_terral@ajg.com

Tom

Tran

Senior Vice President, Pharmacy Practice, GBS PBM

tom_tran@ajg.com

Tonia

Vetter

Principal, Southeast Market Leader

tonia_vetter@ajg.com

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First

Last

Title

Email

Todd

Virgillo

Area Vice President, Atlanta

todd_virgillo@ajg.com

Nikki

Wallace

Senior Consultant, Utah

nikki_wallace@ajg.com

Sean

Walsh

Director – Health Consultant and Actuary

sean_walsh@ajg.com

Jill

Watson

Health and Welfare Practice Leader, Houston JWDB

jill_watson@ajg.com

Evan

Whitcomb

Area Vice President, Illinois

evan_whitcomb@ajg.com

Ryan

White

Area Vice President, Houston JWDB

ryan_white@ajg.com

Robby

White

US Health & Benefits Leader, Innovation

robby_white@ajg.com

Ron

Witthohn

Division Vice President, Absence & Productivity

ron_witthohn@ajg.com

Elizabeth

Wolff

Area Vice President, Illinois

elizabeth_wolff@ajg.com

Lane

Yahchouchi

US Vice President, Clinical Strategy

lane_yahchouchi@ajg.com

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Enterprise Summit Welcome Guide

© 2026 Gallagher. All rights reserved.

Health Leaders Giving Back In lieu of a traditional welcome bag, let’s come together to spread some comfort and joy where it is needed most. During the Summit you will have the opportunity to pack a wellness bag for families at Orlando Children’s Health Hospital and will get to include a personalized note of encouragement.

We hope to bring calm, care and a little joy to families going through a difficult time. Thank you in advance for helping to brighten someone’s day!

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Please join us on our 2026 Enterprise Journey.

We are only getting started!

Insurance brokerage and related services to be provided by Gallagher Affinity Insurance Services, Inc. (License No. 100310679 | CA License No. 0783129).

The information contained herein is offered as insurance industry guidance and provided as an overview of current market risks and available coverages and is intended for discussion purposes only. This publication is not intended to offer financial, tax, legal or client-specific insurance or risk management advice.

General insurance descriptions contained herein do not include complete insurance policy definitions, terms and/or conditions, and should not be relied on for coverage interpretation. Actual insurance policies must always be consulted for full coverage details and analysis. © 2026 Arthur J. Gallagher & Co., and affiliates & subsidiaries www.ajg.com