Massachusetts Association of Health Underwriters
Statewide Annual Conference & Trade Show

Thursday, May 4th, 2017
DoubleTree Hotel | Westborough, MA


Benefest 2017 Speakers & Bios:

Carrier CEO Panelists:

Dave Segal,
Neighborhood Health Plan

Andrew Dreyfus,
Blue Cross Blue Shield MA

Tom Croswell,
Tufts Health Plan

Steve Farrell,

Tom Policelli,

Mark Santos,

Maura McCaffrey,
Health New England

Eric Schultz,
Harvard Pilgrim
Health Plan

Mark Butler,
Jessica Waltman, Principal at Forward Health Consulting

Jessica Waltman is a health reform and business strategy consultant with more than twenty years of experience in health insurance markets, health policy and executive leadership. As the Principal at Forward Health Consulting, Jessica currently partners with employer and broker clients to help them with their compliance needs. She also advises them about evolving health care regulatory and legislative issues, so that her clients are always headed in the direction the market is going. 

Jessica’s area of specialty is taking complex health policy requirements and breaking them down so that anyone can understand them. She has years of experience educating state and federal policymakers about health reform’s real-world impact, leading to dozens of small regulatory and legislative changes to the law that benefit individual and business consumers of health care. At the same time, Jessica has been educating thousands of employers and health insurance agents and brokers about where the health insurance marketplace is headed, so that they can look forward and design their benefit plans accordingly.

Tommy McDonald, Vice President at MarshBerry

Tommy McDonald joined MarshBerry in 2008 as a Financial Analyst primarily responsible for the statistical compilation and interpretation of financial information for clients. He also played a major role in preparing valuation reports, perpetuation plans, compensation plans, sales management engagements, and strategic planning.

In 2012, he was promoted to Vice President and assumed leadership responsibility for the company’s peer-to-peer exchange networks. His primary responsibilities are to oversee the delivery of partner benefits and to provide guidance and direction to help clients as they work to reach their goals.

Tommy is a frequent keynote speaker at national conferences, agent association meetings, insurance carrier elite meetings, and executive leadership forums. He has written articles for several leading insurance publications and is a frequent contributor to MarshBerry’s proprietary publication, CounterPoint.
Prior to joining MarshBerry, Tommy held a position with a national home building company. He holds a bachelor’s degree in business administration from John Carroll University.

Adam V. Russo, Esq., Co-Founder and Chief Executive Officer of The Phia Group LLC

Adam V. Russo, Esq. is the Co-Founder and Chief Executive Officer of The Phia Group LLC; an experienced provider of health care cost containment techniques offering comprehensive claims recovery, plan document and consulting services designed to control health care costs and protect plan assets. The Phia Group’s overall mission is to reduce the cost of plans through its recovery strategies, innovative technologies, legal expertise, and focused, flexible customer service.

Attorney Russo is also the founder and managing partner of The Law Offices of Russo & Minchoff, a full-service law firm with offices in Boston and Braintree, MA. Attorney Russo’s practice is devoted to representing employers, plan fiduciaries, third-party administrators and carriers in employment and employee benefits matters throughout the United States.

He is a frequent speaker and author on health care and employee benefits topics at webinars, conferences and seminars across the country. Attorney Russo’s industry leading blog, is regularly updated with news and information relevant to the entire healthcare industry.

Attorney Russo obtained a Juris Doctorate degree from Suffolk University Law School and a Masters Degree in Finance from the Frank Sawyer School of Management at Suffolk University in Boston, Massachusetts.  He also acquired an undergraduate degree from Suffolk University, where he double majored in Political Science and Public Relations. He was recognized by Suffolk University with the 2005 Outstanding Alumni Achievement Award.

Attorney Russo is the Contributing Editor to Thompson Publishing Group’s Employer’s Guide to Self-insuring Health Benefits. He is on the Self-Insurance Institute of America, Inc. (SIIA) Board of Directors, the Board of the Massachusetts Association of Health Underwriters (MAHU), and the Board of Directors at JFS of Metro-West, a non-profit agency that provides social services, elder care, adoption services, and domestic violence assistance. Attorney Russo is admitted to the Massachusetts Bar, the U.S. Court of Appeals for the First Circuit and the Supreme Court of the United States.

Adam and his wife Kelly have four wonderful children named Soli, Maeve, Samuel and Shae. In addition to spending his spare time with his family and friends, Adam enjoys paddle boarding, swimming, jet skiing and watching his beloved Cleveland Indians baseball team.


Ron E. Peck, Esq., Senior Vice President and General Counsel, The Phia Group LLC

Ron E. Peck has been a member of The Phia Group’s team since 2006.  As an ERISA attorney with The Phia Group, Ron has been an innovative force in the drafting of improved benefit plan provisions, handled complex subrogation and third party recovery disputes, healthcare direct contracting and spearheaded efforts to combat the steadily increasing costs of healthcare.  

Considered to be not only one of the nation’s top ERISA lawyers, Attorney Peck is also viewed as one of the nation’s premier self funded health plan consultants and health benefits attorney; lecturing at and participating in many industry gatherings including but not limited to The National Association Of Subrogation Professionals (“NASP”) Litigation Skills Conference, Society of Professional Benefit Administrators (“SPBA”), the Health Care Administrator’s Association (“HCAA”), The Health Plan Alliance, and SIIA.  Ron is also frequently called upon to educate plan administrators and stop-loss carriers regarding changing laws and best practices.  Ron’s theories regarding benefit plan administration and healthcare have been published in many industry periodicals, and have received much acclaim.  Prior to joining The Phia Group, Ron was a member of a major pharmaceutical company’s in-house legal team, a general practitioner’s law office, and served as a judicial clerk.  Ron is also currently of-counsel with The Law Offices of Russo & Minchoff.

Attorney Peck obtained his Juris Doctorate from Rutgers University School of Law and earned his Bachelor of Science degree in Policy Analysis and Management from Cornell University.  Attorney Peck now serves as The Phia Group’s Senior Vice President and General Counsel, and is also a dedicated member of SIIA’s Government Relations Committee.


For questions please contact Kate Bardsley, Executive Director, at (508) 634-7373 or by email
Massachusetts Association of Health Underwriters | 91 Cedar Street, Milford, MA 01757
Phone: 508.634.7373  |  Fax: 508.634.2929  |