
This toolkit helps purchasers evaluate their TPA and vendors’ policies toward data ownership, access, and use. The toolkit includes RFI templates as well as model contract language that purchasers can add as an addendum to their contracts.
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Upon graduating from UCLA with a Master’s of Public Health, I began my career in benefits consulting at Mercer, where I spent 11 years managing strategic employer accounts in the San Francisco office. I consulted to brand-name employers in various industries ranging in size (2K–20K+ employees; $30M–$600M+ benefits budgets), with the accounts ranging from $200K-$1M+ annual recurring revenue. I left Mercer in 2016 for a growth opportunity at Aon, where I was successful in helping to secure two new employer customers during my time there.
In 2017, I was recruited to work for a national healthcare thought leader, Suzanne Delbanco, at the independent nonprofit, Catalyst for Payment Reform (CPR), as its Director of Member Services. I managed CPR’s 30+ employer and other stakeholder accounts, leading membership programming as well as annual activities (renewals, sales, forecasting). In addition, I played an instrumental role in managing and renewing a $2M+ grant, publishing 80+ pieces of educational content (offered on this portfolio site), and selling partnership and sponsorship opportunities.
I remain interested in the employee benefits space and am seeking an opportunity in strategic account management/customer success in my next role. I bring a variety of skills and experiences in consultant relations, strategic partnerships, sales/business development, and educational content development. Given my experience, I could function like a “Swiss Army knife” in my next role.

This toolkit helps purchasers evaluate their TPA and vendors’ policies toward data ownership, access, and use. The toolkit includes RFI templates as well as model contract language that purchasers can add as an addendum to their contracts.

Purchaser examples for 2025.

It’s almost that time of year – a warm pumpkin spice latte (PSL) is the drink of choice, beautiful fall foliage will soon appear, and lawn décor will signal Halloween’s approach. But a nice PSL is far from the only thing on the mind of most benefits managers in September.

CPR brought purchasers together to increase member engagement in high-value programs. We focused on digital health products and used the experience to distill best practices on how to maximize uptake of a point solution.

Looking ahead, what are the purchaser priorities for 2022 and beyond? And, how can purchasers – and their brokers and consultants – align with one another to bring continued improvements to life?

Learn more about the March 2021 study, “An Employer-Provider Direct Payment Program Is Associated With Lower Episode Costs” and how it’s informing the world of employer-sponsored health care purchasing.

UHH’s health promoter program has been a pivotal resource during the pandemic – providing disease prevention and management education, support for changes in health coverage, and care coordination, i.e., meal deliveries for those needing to self-isolate.

Find out why Metro Nashville Public Schools entered into a direct contract with Vanderbilt University Medical Center. Through the innovative maternity care program, MNPS pays a bundled price for high-quality care with zero out-of-pocket costs for its plan participants.

If I’d only stuffed a dollar in a jar every time I heard of a new digital health vendor selling direct to employers. Digital health has exploded over the last decade, injecting competition into a failing health care marketplace and promising a better member experience.

Read how General Motors Company (GM), established a direct contract with Henry Ford Health System (Henry Ford) to create ConnectedCare – a specialized insurance product for salaried employees.