2026 & 2027 Self-Funded and Employee Benefits Conferences

SIIA National Conference

OCTOBER 11-13, 2026 | PHOENIX, AZ

Who Goes: TPAs, captive managers, self-insured entities, service providers, brokers, etc.

Details/Why You Should Consider Attending: SIIA's biggest and best event of the year. Like many of the other SIIA events, you can expect plenty of self-funded professionals, especially national TPAs, to be in attendance. There are numerous sponsorship, networking and advertising options available.

CAHP Annual Conference

OCTOBER 19-21, 2026 | Palm Desert, CA

Who Goes: Healthcare payers, brokers, vendors, consultants, etc.

Details/Why You Should Consider Attending: Though held by a regional association, The California Association of Health Plans (CAHP) Annual Conference gives a unique opportunity to network with some of the top payers and brokers in the country (specifically the Western US). Expect to see over 1,000 attendees come together for discussions on dealing with change, upcoming legislation, industry insights and more.

IFEBP Annual Employee Benefits Conference

OCTOBER 25-28, 2026 | NEW ORLEANS, LA

Who Goes: Taft-Hartley funds, HR professionals, public sector plan trustees, consultants, actuaries, stop loss providers, brokers, TPAs, carriers, coalition leaders, etc.

Details/Why You Should Consider Attending: IFEBP is a very large union and benefit education organization and the annual conference provides a great opportunity for those looking to get involved in Taft Hartley and public sector side of the industry. Plan accordingly with plenty of pre-show outreach as this conference is very well-attended.

TAHP - Conference + Expo

NOVEMBER 2-4, 2026 | Austin, TX

Who Goes: Healthcare policy experts, payers, brokers, vendors, etc.

Details/Why You Should Consider Attending: The Texas Association of Health Plans (TAHP) brings together healthcare and policy experts at its yearly Conference + Expo, Texas Covered. Discussions are centered around important healthcare issues facing Texas, but attendees from all over will find the discussions and networking opportunities valuable.

HLTH

NOVEMBER 15-18, 2026 | LAS VEGAS, NV

Who Goes: Providers, Health Systems, Payers, Insurance Companies, C-Suite Executives, Employers, Benefits Leaders, Investors, Startups, Pharma, Government Officials and Policymakers and more.

Details/Why You Should Consider Attending: A premier gathering for leaders across the healthcare ecosystem, offering invaluable insights into innovation, policy and industry trends. It's a unique opportunity to network with decision-makers, discover new solutions and stay ahead in a rapidly evolving landscape.

IBEW-NECA Employee Benefits Conference

JANUARY 24-27, 2027 | WAIKOLOA, HI

Who Goes: IBEW and NECA benefit fund trustees, administrators, labor and management representatives and employee benefits professionals

Who Should Attend: TPAs, PBMs, stop-loss partners, healthcare vendors and other organizations specifically pursuing Taft-Hartley and multiemployer business.

Details/Why You Should Consider Attending: This is a specialized audience centered on jointly managed employee benefit plans within the electrical construction industry. For organizations serving Taft-Hartley plans, unions or multiemployer funds, it can provide targeted access to benefit decision-makers that may be harder to reach at broader industry conferences.

SIIA Healthcare Price Transparency Forum

JANUARY 27-28, 2027 | LOCATION TBD

Who Goes: Self-insured employers, TPAs, brokers, consultants, healthcare vendors, transparency solutions and other self-insurance professionals.

Who Should Attend: TPAs, cost-containment companies, RBP organizations, healthcare analytics and transparency platforms, brokers and solutions selling directly to self-funded employers.

Details/Why You Should Consider Attending: Unlike SIIA's larger conferences, this forum narrows the conversation around healthcare pricing, transparency and the tools employers and their partners can use to better understand healthcare costs. Consider it if price transparency, cost containment or healthcare data are central to your value proposition.

IFEBP Health Benefits Conference & Expo

FEBRUARY 2-3, 2027 | PONTE VEDRA BEACH, FL

Who Goes: Health plan administrators, trustees, benefits professionals, employers, wellness leaders, consultants and organizations serving employee benefit plans.

Who Should Attend: TPAs, PBMs, care management organizations, point solutions, cost-containment companies and other vendors that sell to employers, funds or health plan administrators.

Details/Why You Should Consider Attending: HBCE is geared toward the people responsible for managing and improving health plans, with education focused on controlling costs, employee well-being and emerging benefits strategies. It can be especially useful for organizations looking to build visibility with plan-level decision-makers rather than a primarily vendor-heavy audience.

IN-VALUE-ABLE 2027

FEBRUARY 2-3, 2027 | CLEVELAND, OH

Who Goes: Benefits advisors, employers, healthcare innovators, solution providers and other organizations focused on improving healthcare value.

Who Should Attend: Employer-facing point solutions, TPAs, PBMs, cost-containment organizations and organizations pursuing progressive benefits consultants and employers.

Details/Why You Should Consider Attending: A more focused alternative to the massive national conferences, IN-VALUE-ABLE centers the conversation on changing how employers purchase and manage healthcare. For organizations with a strong employer-facing value story, the smaller environment may create more opportunity for meaningful conversations than sheer booth traffic.

CAHIP Innovation Expo 2027

FEBRUARY 2-3, 2027 | RIVERSIDE, CA

Who Goes: California health insurance and employee benefits brokers, agents, advisors, industry partners and solution providers.

Who Should Attend: Employer-facing point solutions, TPAs, PBMs, cost-containment organizations and organizations pursuing progressive benefits consultants and employers.

Details/Why You Should Consider Attending: A more focused alternative to the massive national conferences, IN-VALUE-ABLE centers the conversation on changing how employers purchase and manage healthcare. For organizations with a strong employer-facing value story, the smaller environment may create more opportunity for meaningful conversations than sheer booth traffic.

IN-VALUE-ABLE 2027

FEBRUARY 2-3, 2027 | CLEVELAND, OH

Who Goes: Benefits advisors, employers, healthcare innovators, solution providers and other organizations focused on improving healthcare value.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies and other organizations that rely on broker distribution and are actively targeting the California market. It is particularly worth considering for companies looking to develop regional broker relationships rather than relying only on national events.

Details/Why You Should Consider Attending: As a CAHIP event, the Innovation Expo provides access to California's broker and benefits community in a more concentrated regional setting. For companies with California growth goals, that can make it a useful complement to larger national broker conferences such as NABIP Annual Convention and BenefitsPRO Broker Expo. The biggest reason to attend is geographic and audience fit: if California brokers are a priority distribution channel, this puts you closer to that specific market.

Free Market Medical Association Annual Conference

FEBRUARY 3-5, 2027 | OKLAHOMA CITY, OK

Who Goes: Self-funded employers, municipalities, benefits advisors, TPAs, consultants, Direct Primary Care physicians, surgery centers, independent providers, and other organizations working to change how healthcare is purchased and delivered.

Who Should Attend: TPAs, brokers and consultants, DPC organizations, RBP and cost-containment companies, transparent PBMs, direct-contracting solutions, and other organizations helping self-funded employers purchase healthcare differently. Employers interested in direct care and more transparent healthcare purchasing models are also a core audience.

Details/Why You Should Consider Attending: FMMA brings together an interesting mix of healthcare buyers, providers, and the benefits professionals connecting the two. The conference is centered on free-market approaches to healthcare, including direct care, transparent pricing, and alternatives to traditional healthcare purchasing models. For organizations working in cost containment, direct contracting, DPC, RBP, or other areas designed to give self-funded employers greater control over healthcare spend, this is a particularly well-aligned audience and one worth considering.

2027 Population Health Management Summit for Payers & Providers

FEBRUARY 11-12, 2027 | SAN DIEGO, CA

Who Goes: Health plan and payer leaders, healthcare providers, population health executives, clinical leaders, care management professionals, healthcare technology companies, and organizations focused on value-based care and population health.

Who Should Attend: Payer technology, population health, care management, healthcare analytics, clinical solutions, PBMs, and other organizations selling into health plans or provider organizations. TPAs and self-funded benefits solutions should consider it only when their offering has a strong population health, clinical management, data, or payer component.

Details/Why You Should Consider Attending: This is a specialized event focused on advancing population health through value-based care, patient-centered care, healthcare data and technology, and strategies to reduce overall healthcare costs. For companies targeting payer and provider decision-makers with solutions tied to clinical performance, population health, or cost management, the concentrated audience can make it worthwhile. Traditional stop-loss, captive, and broker-focused organizations can skip it.

National Labor & Management Conference

FEBRUARY 11-16, 2027 | HOLLYWOOD, FL

Who Goes: Labor leaders, management representatives, trustees, fund administrators, attorneys, consultants and organizations supporting jointly managed benefit plans.

Who Should Attend: TPAs, PBMs, stop-loss organizations and vendors specifically targeting unions, Taft-Hartley plans and multiemployer benefit funds.

Details/Why You Should Consider Attending: This is a niche conference, but potentially a valuable one if Taft-Hartley and labor funds are an important part of your growth strategy. The concentrated labor-management audience creates a much different opportunity than general employee benefits events.

NABIP Capitol Conference

FEBRUARY 21-24, 2027 | WASHINGTON, DC

Who Goes: Benefits brokers, agents, consultants, industry leaders and policymakers.

Who Should Attend: Organizations with strong broker distribution strategies, especially TPAs, stop-loss organizations, PBMs, captives and employer-focused benefit solutions.

Details/Why You Should Consider Attending: Capitol Conference has a heavier advocacy and policy focus than NABIP's annual convention, bringing benefits professionals to Washington as healthcare and benefits policy takes center stage. If brokers are a key audience and regulatory issues are important to your brand or offering, this creates an opportunity to participate in the conversations influencing the market.

HCAA Executive Forum

FEBRUARY 22-24, 2027 | SAN ANTONIO, TX

Who Goes:TPA executives, administrators, brokers, stop-loss professionals, PBMs, healthcare vendors, consultants, and other organizations serving the self-funded market.

Who Should Attend: TPAs and companies that sell to or partner with TPAs should strongly consider this one. It is particularly relevant for stop-loss companies, PBMs, cost-containment organizations, benefits technology companies, and other service providers looking to build relationships with TPA leadership.

Details/Why You Should Consider Attending: HCAA Executive Forum brings together leaders from across the self-funded community in a setting geared toward executive-level education, industry discussion, and relationship building. If TPAs are an important audience, this is one of the more directly aligned first-half conferences on the calendar and a strong complement to HCAA's larger summer TPA Summit.

CICA 2027 International Conference

MARCH 7-9, 2027 | SCOTTSDALE, AZ

Who Goes: Captive owners, risk managers, captive managers, brokers, consultants, insurance carriers, service providers, and other professionals involved in captive insurance and alternative risk financing.

Who Should Attend: Captives, stop-loss companies, captive managers, brokers and consultants, TPAs, and service providers supporting captive health plans should strongly consider this one. It is particularly relevant for organizations pursuing group health captives or looking to build relationships with the broader captive and alternative risk community. PBMs and other benefits vendors should consider it when captive plans are a meaningful target market.

Details/Why You Should Consider Attending: Capitol Conference has a heavier advocacy and policy focus than NABIP's annual convention, bringing benefits professionals to Washington as healthcare and benefits policy takes center stage. If brokers are a key audience and regulatory issues are important to your brand or offering, this creates an opportunity to participate in the conversations influencing the market.

NABIP Capitol Conference

FEBRUARY 21-24, 2027 | WASHINGTON, DC

Who Goes: Benefits brokers, agents, consultants, industry leaders and policymakers.

Who Should Attend: Organizations with strong broker distribution strategies, especially TPAs, stop-loss organizations, PBMs, captives and employer-focused benefit solutions.

Details/Why You Should Consider Attending: CICA's International Conference brings together captive owners and the professionals responsible for designing, managing, and supporting alternative risk programs. While the conference extends well beyond employee benefits, the captive concentration creates a strong crossover with self-funded healthcare, particularly for organizations involved in group health captives, stop-loss, and alternative funding strategies. If captives are a meaningful part of your growth strategy, this is one of the more directly relevant events outside the traditional employee benefits conference circuit.

AHIP Medicare, Medicaid, Dual Eligibles & Commercial Markets Forum

MARCH 8-10, 2027 | WASHINGTON, DC

Who Goes: Health plan executives, payers, policymakers, healthcare leaders and organizations working across Medicare, Medicaid and commercial insurance markets.

Who Should Attend: PBMs, pharmacy organizations, payer technology companies and solutions working with health plans. Traditional TPAs and stop-loss organizations can likely prioritize more directly relevant events.

Details/Why You Should Consider Attending: MMDC27 is heavily focused on health coverage policy, regulation and payer strategy, including Medicare Advantage, Part D, Medicaid transformation, affordability and commercial market trends. This isn't a general self-funded networking conference, but it can be highly relevant for companies whose work intersects with health plans, pharmacy benefits or government-sponsored coverage.

ViVE 2027

MARCH 14-17, 2027 | NASHVILLE, TN

Who Goes: Health system and payer executives, CIOs, CTOs, CMIOs, digital health leaders, health IT and cybersecurity professionals, technology companies, startups, investors, and solution providers.

Who Should Attend: Healthcare technology and insurtech companies, payer technology, data and analytics platforms, AI and automation solutions, cybersecurity companies, and other organizations selling directly to health plans or health systems. TPAs with a significant technology platform or digital transformation story may also find value. Traditional stop-loss, captive, PBM, and broker-focused organizations can likely prioritize more targeted events.

Details/Why You Should Consider Attending: ViVE sits at the intersection of healthcare business and technology, with a particularly strong concentration of payer, provider, and digital health decision-makers. Its curated matchmaking programs also facilitate direct meetings between solution providers and participating payer, provider, and pharma leaders. For companies trying to reach healthcare technology buyers or build payer and health system partnerships, this can be a major event. For the traditional self-funded market, its value depends on how central technology and payer/provider relationships are to your growth strategy.

Drug Channels Leadership Forum

MARCH 15-17, 2027 | MIAMI, FL

Who Goes: Senior leaders from drug manufacturers, payers, PBMs, health systems and specialty pharmacies.

Who Should Attend: This should be considered primarily by PBMs, transparent PBMs, specialty pharmacy organizations, pharmacy technology companies and organizations whose solutions directly address drug spend or pharmacy benefits. Most TPAs, stop-loss organizations and general benefits vendors can skip it.

Details/Why You Should Consider Attending: This is a highly specialized pharmacy event focused on drug pricing, reimbursement, specialty pharmacy, market access and the evolving pharmaceutical supply chain. Access is also intentionally limited, with attendance geared toward senior decision-makers and restrictions on many non-sponsoring service providers.

RISE National 2027

MARCH 16-18, 2027 | LAS VEGAS, NV

Who Goes: Health plan leaders, Medicare Advantage professionals, healthcare executives, technology and solution providers, and organizations focused on risk adjustment, quality, member experience, compliance, and growth.

Who Should Attend: Health plan-focused technology companies, insurtechs, PBMs, member engagement solutions, and other organizations selling into Medicare Advantage and payer markets. The addition of dedicated marketing and sales tracks also makes this more relevant for organizations looking to reach health plan growth, marketing, and business development leaders.

Details/Why You Should Consider Attending: RISE National brings together a concentrated health plan audience around the operational, financial, and growth issues affecting Medicare Advantage and other government-sponsored health plans. New marketing and sales tracks for 2027 broaden the opportunity beyond the traditional risk adjustment and quality audience. For companies selling into health plans, it can be a strong place to build visibility and relationships with both operational decision-makers and the teams responsible for growth. Traditional self-funded organizations should prioritize it only if health plans or Medicare-focused companies are a meaningful target market.

NCCMP Annual Conference

MARCH 20-24, 2027 | HOLLYWOOD, FL

Who Goes: Multiemployer plan trustees, administrators, labor representatives, professionals and organizations serving Taft-Hartley plans.

Who Should Attend: TPAs, PBMs and other service providers with an established or targeted multiemployer and Taft-Hartley growth strategy.

Details/Why You Should Consider Attending: NCCMP offers access to the multiemployer benefits community and the policy, funding and operational issues affecting these plans. It's a specialized audience, but that specialization is exactly what makes it valuable for companies actively pursuing Taft-Hartley business.

SIIA Spring Exchange

MARCH 22-24, 2027 | LOCATION TBD

Who Goes: TPAs, stop-loss carriers, brokers, captive professionals, employers, vendors and other organizations across the self-insurance industry.

Who Should Attend: Most organizations operating within or selling into the self-funded market should consider this one, particularly TPAs, stop-loss companies, captives, PBMs, cost-containment organizations and other industry service providers.

Details/Why You Should Consider Attending: Spring Exchange provides a broad cross-section of the self-insurance market and is one of the stronger first-half opportunities for industry networking. If your conference budget only allows for a limited number of events early in the year, this is one worth prioritizing because of the breadth and relevance of the audience.

Gartner Digital Workplace Summit 2027

MARCH 29-30, 2027 | GRAPEVINE, TX

Who Goes: CIOs, IT leaders, digital workplace executives, technology decision-makers, enterprise architects and organizations providing workplace technology, AI, automation and digital transformation solutions.

Who Should Attend: Larger and technology-forward TPAs looking to modernize their own operations should consider attending as buyers, particularly those investing in AI, automation, workforce productivity, digital service delivery and internal technology infrastructure. It can also be relevant for technology companies selling enterprise solutions to TPAs, health plans and other benefits administrators. Most other self-funded organizations can skip it.

Details/Why You Should Consider Attending: This isn't a self-funded benefits conference, but the subject matter can be highly relevant to the operational side of running a modern TPA. Gartner focuses on how organizations use AI, technology and digital workplace strategies to improve productivity and the employee experience. For TPAs evaluating how technology can reduce administrative friction, improve internal workflows and support increasingly digital service models, it offers access to ideas and solutions from well outside the usual benefits conference circuit.

NABIP-TX Annual Conventio

APRIL 5-6, 2027 | FRISCO, TX

Who Goes: Texas employee benefits brokers, agents, advisors, agency leaders, carrier representatives, industry partners, and solution providers.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies, carriers, and other organizations that rely on broker distribution and are actively targeting Texas. It is particularly relevant for companies looking to develop stronger relationships within one of the country's largest benefits markets.

Details/Why You Should Consider Attending: NABIP-TX's Annual Convention provides concentrated access to the Texas broker and benefits community through education, networking, and industry engagement. If Texas brokers are a priority distribution channel, this can be a strong regional complement to NABIP's national convention and other national broker events.

SIIA Spring Exchange

MARCH 22-24, 2027 | LOCATION TBD

Who Goes: TPAs, stop-loss carriers, brokers, captive professionals, employers, vendors and other organizations across the self-insurance industry.

Who Should Attend: Most organizations operating within or selling into the self-funded market should consider this one, particularly TPAs, stop-loss companies, captives, PBMs, cost-containment organizations and other industry service providers.

Details/Why You Should Consider Attending: Spring Exchange provides a broad cross-section of the self-insurance market and is one of the stronger first-half opportunities for industry networking. If your conference budget only allows for a limited number of events early in the year, this is one worth prioritizing because of the breadth and relevance of the audience.

Gartner Digital Workplace Summit 2027

MARCH 29-30, 2027 | GRAPEVINE, TX

Who Goes: CIOs, IT leaders, digital workplace executives, technology decision-makers, enterprise architects and organizations providing workplace technology, AI, automation and digital transformation solutions.

Who Should Attend: Larger and technology-forward TPAs looking to modernize their own operations should consider attending as buyers, particularly those investing in AI, automation, workforce productivity, digital service delivery and internal technology infrastructure. It can also be relevant for technology companies selling enterprise solutions to TPAs, health plans and other benefits administrators. Most other self-funded organizations can skip it

Details/Why You Should Consider Attending: This isn't a self-funded benefits conference, but the subject matter can be highly relevant to the operational side of running a modern TPA. Gartner focuses on how organizations use AI, technology and digital workplace strategies to improve productivity and the employee experience. For TPAs evaluating how technology can reduce administrative friction, improve internal workflows and support increasingly digital service models, it offers access to ideas and solutions from well outside the usual benefits conference circuit.

NABIP-TX Annual Convention

APRIL 5-6, 2027 | FRISCO, TX

Who Goes: Texas employee benefits brokers, agents, advisors, agency leaders, carrier representatives, industry partners, and solution providers.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies, carriers, and other organizations that rely on broker distribution and are actively targeting Texas. It is particularly relevant for companies looking to develop stronger relationships within one of the country's largest benefits markets.

Details/Why You Should Consider Attending: NABIP-TX's Annual Convention provides concentrated access to the Texas broker and benefits community through education, networking, and industry engagement. If Texas brokers are a priority distribution channel, this can be a strong regional complement to NABIP's national convention and other national broker events.

HIMSS27

APRIL 5-8, 2027 | CHICAGO, IL

Who Goes: Health system executives, CIOs, health IT leaders, payers, providers, healthcare technology companies, digital health organizations, consultants, and solution providers.

Who Should Attend: Healthcare technology, data and analytics, AI, cybersecurity, interoperability, payer technology, and other organizations selling into health systems or health plans. Technology-forward TPAs may also find value as buyers or partners. Traditional stop-loss, captive, PBM, and broker-focused organizations can likely prioritize more targeted events.

Details/Why You Should Consider Attending: HIMSS is one of the largest health technology events on the calendar, bringing together healthcare organizations and technology companies around digital transformation, data, interoperability, AI, cybersecurity, and the future of healthcare operations. For companies trying to reach health system or payer technology decision-makers, the scale can create significant visibility and partnership opportunities. For the traditional self-funded market, the fit is much more selective.

ACA Health Summit

APRIL 12, 2027 | LAS VEGAS, NV

Who Goes: Healthcare and benefits professionals, advisors, solution providers and organizations involved in employer health plan strategy.

Who Should Attend: Employer-facing benefits solutions and organizations with a clear overlap with the summit's attendee base.

Details/Why You Should Consider Attending: This is a more targeted event than many of the large national benefits conferences. Consider it based on how closely the attendee mix aligns with your specific target market and whether the smaller environment offers access to decision-makers you are actively trying to reach.

Medicarians 2027

APRIL 12-14, 2027 | LAS VEGAS, NV

Who Goes: Medicare and ACA agents and brokers, agency owners, FMOs/IMOs, health plans, carriers, senior-focused insurance and wealth organizations, technology companies, service providers and other organizations supporting senior health and wealth distribution.

Who Should Attend: Organizations looking to reach Medicare and senior-market distribution should strongly consider this one, particularly health plans, carriers, insurtechs, FMOs/IMOs, agent-facing technology and service providers. For traditional self-funded organizations, it is most relevant if Medicare, ACA, ICHRA or individual-market distribution is part of the business strategy.

Details/Why You Should Consider Attending: Medicarians is built around the senior health and wealth distribution ecosystem and expects more than 6,000 attendees, including 3,000+ agents. That concentration makes it a strong opportunity for companies looking to reach the people selling and supporting Medicare and other senior-focused products. Programming extends beyond Medicare into ACA, ICHRA, life and annuities, technology, compliance and agency growth, creating additional crossover opportunities for organizations working across health insurance distribution.

RISKWORLD 2027

APRIL 18-21, 2027 | NEW ORLEANS, LA

Who Goes: Corporate risk managers, insurance and risk management executives, brokers, carriers, captive professionals, consultants, technology companies, and other organizations involved in enterprise risk and commercial insurance.

Who Should Attend: Captives, stop-loss organizations, brokers and consultants, risk-financing solutions, and insurtech companies should consider this one, particularly when their audience includes corporate risk managers or organizations using alternative risk structures. TPAs, PBMs, and benefits vendors focused primarily on HR or benefits buyers will likely find more targeted audiences elsewhere.

Details/Why You Should Consider Attending: Hosted by RIMS, RISKWORLD is a major gathering for the risk management and commercial insurance community. For the self-funded industry, the strongest crossover is around captives, alternative risk financing, stop-loss, and employers where risk management plays a role in healthcare financing decisions. It can be a strong opportunity for companies operating at the intersection of self-funding and enterprise risk, but it should not be treated as a general employee benefits conference.

SIIA Future Leaders Forum

APRIL 19-20, 2027 | LOCATION TBD

Who Goes: Emerging and next-generation professionals from organizations across the self-insurance industry.

Who Should Attend: Self-funded organizations investing in leadership development, succession planning and relationship building among the industry's next generation of decision-makers.

Details/Why You Should Consider Attending: This is a different opportunity than SIIA's larger conferences. The value is g leaders across the self-insurance ecosystem. It can be especially worthwhile for companies taking a long-term approach to industry visibility and relationship development.

RISKWORLD 2027

APRIL 18-21, 2027 | NEW ORLEANS, LA

Who Goes: Corporate risk managers, insurance and risk management executives, brokers, carriers, captive professionals, consultants, technology companies, and other organizations involved in enterprise risk and commercial insurance.

Who Should Attend: Captives, stop-loss organizations, brokers and consultants, risk-financing solutions, and insurtech companies should consider this one, particularly when their audience includes corporate risk managers or organizations using alternative risk structures. TPAs, PBMs, and benefits vendors focused primarily on HR or benefits buyers will likely find more targeted audiences elsewhere.

Details/Why You Should Consider Attending: This is a different opportunity than SIIA's larger conferences. The value is less about reaching the widest possible buyer audience and more about building relationships with emerging leaders across the self-insurance ecosystem. It can be especially worthwhile for companies taking a long-term approach to industry visibility and relationship development.

Becker's Spring Chief Pharmacy Officer Summit

APRIL 21-22, 2027 | CHICAGO, IL

Who Goes: Chief pharmacy officers, pharmacy VPs, pharmacy directors and senior health system pharmacy leaders.

Who Should Attend: PBMs, specialty pharmacy organizations and pharmacy technology/clinical solutions, particularly those selling into health systems. General TPAs, brokers, stop-loss organizations and unrelated point solutions should skip it.

Details/Why You Should Consider Attending: This is an extremely targeted pharmacy leadership audience. Conversations center on drug costs, specialty pharmacy, chronic disease management, operations and pharmacy's expanding role within health system strategy. For the right company, that concentration is the appeal. For most of the self-funded industry, it isn't the right room.

Business Group on Health Annual Conference

APRIL 28-30, 2027 | WASHINGTON, DC

Who Goes: Large employers, benefits leaders, healthcare purchasers and organizations serving major employer health plans.

Who Should Attend: TPAs, PBMs, point solutions, navigation and care management companies, cost-containment organizations and other companies selling directly to large self-funded employers.

Details/Why You Should Consider Attending: If getting closer to sophisticated employer buyers is the goal, this one deserves attention. Business Group on Health brings the employer perspective to the forefront, with conversations centered on healthcare strategy, affordability and the issues large employers are actively trying to solve.

NABIP-NJ Annual Conference 2027

MAY 3-5, 2027 | ATLANTIC CITY, NJ

Who Goes: New Jersey health insurance and employee benefits brokers, agents, advisors, carrier representatives, industry partners, and solution providers.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies, carriers, and other organizations that rely on broker distribution and are actively targeting the New Jersey market. It is particularly relevant for companies looking to build stronger regional broker relationships and visibility in the Northeast.

Details/Why You Should Consider Attending: NABIP-NJ's Annual Conference brings the state's benefits community together for education, an exhibit hall, networking, and continuing education. For companies with New Jersey growth goals, it offers a more concentrated way to reach local brokers and advisors than a large national event. If New Jersey is a priority market, this is the NABIP-NJ event to prioritize for business development and broker visibility.

National Tribal Health Conference

MAY 3-6, 2027 | DENVER, CO

Who Goes: Tribal health leaders, policymakers, healthcare administrators, Tribal organizations and organizations serving American Indian and Alaska Native health programs.

Who Should Attend: TPAs, PBMs and healthcare organizations specifically serving or pursuing Tribal health plans and organizations. Otherwise, this should not be a priority event.

Details/Why You Should Consider Attending: This is a highly specialized healthcare conference rather than a general self-funded benefits event. It becomes relevant when Tribal health organizations or Tribal benefit programs are an intentional market for your company.

ICHRA Conference

MAY 10-13, 2027 | SCOTTSDALE, AZ

Who Goes: Benefits brokers, employers, carriers, administrators, technology companies and organizations participating in the ICHRA market.

Who Should Attend: Brokers, benefits technology companies, administrators, carriers and organizations actively exploring the intersection between individual coverage and employer benefits. Traditional self-funded vendors without an ICHRA strategy can likely sit this one out.

Details/Why You Should Consider Attending: As ICHRAs continue to create new approaches to employer-sponsored coverage, this conference provides a concentrated look at the companies, advisors and strategies shaping that market. It's worth considering if ICHRA is part of your product roadmap, distribution strategy or competitive environment.

ASHHRA27 Annual Conference

MAY 16-18, 2027 | SAN ANTONIO, TX

Who Goes: Healthcare HR executives, benefits and workforce leaders, hospital and health system HR professionals, talent leaders, and solution providers serving healthcare employers.

Who Should Attend: Benefits technology companies, employee benefits solutions, care management and navigation companies, wellbeing solutions, and other organizations specifically selling to hospital and health system HR and benefits leaders. TPAs, PBMs, and brokers should consider it when healthcare employers are a priority vertical. Most organizations focused primarily on TPAs or broker distribution can prioritize other events.

Details/Why You Should Consider Attending: ASHHRA's annual conference is focused specifically on the people responsible for HR and workforce strategy within healthcare organizations. That creates a more concentrated opportunity to reach hospital and health system decision-makers than a broad HR conference. For companies pursuing healthcare employers directly, particularly HR and benefits buyers, this can be a strong vertical-specific event. For the broader self-funded market, its value depends heavily on whether health systems are a target employer segment.

SWBA Benefits Live Annual Conference

MAY 19-21, 2027 | AUSTIN, TX

Who Goes: Employee benefits professionals, employers, consultants, brokers, plan sponsors, service providers, and other organizations working across health and welfare and employee benefits.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies, consultants, and other organizations looking to reach benefits professionals and plan sponsors, particularly in the Southwest. It can be especially relevant for companies with growth priorities in Texas and surrounding markets.

Details/Why You Should Consider Attending: SouthWest Benefits Association's annual conference brings together the regional employee benefits community for three days of education, industry discussion, and networking. The broader benefits audience makes it useful for organizations looking beyond strictly broker-focused events to connect with professionals involved in benefit strategy and plan decision-making. For companies targeting Texas and the Southwest, it can provide a more concentrated regional opportunity to build visibility and relationships within the benefits community.

BenefitsPRO Broker Expo 2027

MAY 24-26, 2027 | DENVER, CO

Who Goes: Employee benefits brokers, advisors, consultants, agency leaders, carriers, TPAs, vendors, and solution providers, with a strong broker and advisor concentration.

Who Should Attend: TPAs, PBMs, stop-loss companies, captives, benefits technology companies, point solutions, and other organizations that rely on brokers and consultants to recommend, distribute, or influence the purchase of their solution. If brokers are a primary growth audience, this should be high on the list.

Details/Why You Should Consider Attending: BenefitsPRO Broker Expo is one of the more direct opportunities to get in front of benefits brokers and advisors at scale. The combination of broker-focused education, networking, exhibiting, and sponsorship makes it particularly useful for companies looking to build awareness and relationships within the advisor community. Along with RosettaFest, this is one of the stronger conference opportunities for organizations with a broker-driven growth strategy.

Insurtech Insights USA

JUNE 2-3, 2027 | NEW YORK, NY

Who Goes: Insurance executives, insurtech companies, carriers, investors, technology leaders, entrepreneurs and solution providers.

Who Should Attend: This is much broader than the self-funded healthcare market, so audience fit matters. The value is the concentration of insurance executives and technology decision-makers exploring digital transformation, emerging technology and new industry partnerships.

Details/Why You Should Consider Attending: Healthcare technology companies, insurtechs, carriers, MGUs, stop-loss organizations and technology providers looking for broader insurance partnerships. TPAs, PBMs and benefits vendors should prioritize other conferences unless insurance technology or carrier partnerships are a specific growth objective.

AHIP27

JUNE 10-11, 2027 | LAS VEGAS, NV
Opening Reception June 9

Who Goes: Health plan executives, payer leaders, health insurance professionals, healthcare technology companies, PBMs, consultants, policymakers, and solution providers serving the health plan market.

Who Should Attend: PBMs, payer technology and insurtech companies, care management and member engagement solutions, pharmacy organizations, and other companies selling directly to health plans. TPAs and traditional self-funded vendors should consider it when health plans, carriers, or payer partnerships are a meaningful part of their growth strategy.

Details/Why You Should Consider Attending: AHIP's flagship conference brings together senior leaders from across the health insurance and payer market to discuss the business, policy, technology, and healthcare issues shaping the industry. The concentration of health plan decision-makers makes it a strong opportunity for organizations looking to build payer relationships, partnerships, and visibility. For companies focused exclusively on self-funded employers, brokers, or TPAs, more targeted industry conferences will likely offer a better audience fit.

IFEBP Advanced Trustees & Administrators Institute

JUNE 21-23, 2027 | DENVER, CO

Who Goes: Experienced trustees, plan administrators and professionals responsible for multiemployer and employee benefit funds.

Who Should Attend: TPAs, PBMs and other organizations actively serving multiemployer, union and Taft-Hartley plans.

Details/Why You Should Consider Attending: The advanced nature of the program means the audience includes experienced benefit plan decision-makers rather than newcomers to the industry. That can make it a worthwhile environment for companies with a sophisticated Taft-Hartley or multiemployer value proposition.

NABIP Annual Convention 2027

JUNE 26-29, 2027 | SALT LAKE CITY, UT

Who Goes: Employee benefits brokers, agents, advisors, agency leaders, carrier representatives, industry partners, and solution providers from across the country.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies, carriers, ICHRA organizations, and other companies that rely on brokers and advisors as a distribution or referral channel. If brokers are a priority audience nationally, this should be one of the NABIP events higher on the list.

Details/Why You Should Consider Attending: NABIP's national convention brings together benefits professionals from chapters across the country for education, networking, industry discussion, and partner visibility. Unlike state-level NABIP events, the national convention offers broader geographic reach and an opportunity to build relationships with brokers and agency leaders from multiple markets in one place. For companies with a broker-driven growth strategy, this is one of the more directly aligned national events on the conference calendar.

SHRM27

JUNE 27-30, 2027 | CHICAGO, IL

Who Goes: HR executives, benefits and total rewards leaders, HR practitioners, people leaders, employers, consultants, and companies providing HR and workforce solutions.

Who Should Attend: Benefits technology companies, employee-facing benefits solutions, navigation and care management companies, wellbeing solutions, ICHRA organizations, and other companies selling directly to HR and employer decision-makers. TPAs and PBMs should consider it when employer-direct growth is a priority. Broker- or TPA-focused companies will likely find more concentrated audiences elsewhere.

Details/Why You Should Consider Attending: SHRM's annual conference provides access to a massive employer and HR audience, making it very different from the industry's usual broker-, TPA-, or vendor-heavy events. For companies that need HR and benefits leaders to understand or buy their solution directly, the employer access can be valuable. The tradeoff is scale: companies should go with a tightly defined audience and activation strategy rather than expecting the entire SHRM audience to be relevant.

HCAA TPA Summit

JULY 12-14, 2027 | NASHVILLE, TN

Who Goes: TPAs, self-funded plan administrators, brokers, stop-loss professionals, PBMs, consultants, healthcare vendors, and other organizations supporting the self-funded market.

Who Should Attend: TPAs and organizations that sell to, integrate with, or partner with TPAs should strongly consider this one. Stop-loss companies, PBMs, cost-containment organizations, benefits technology companies, care management solutions, and other TPA-facing vendors are especially well aligned.

Details/Why You Should Consider Attending: HCAA's TPA Summit is one of the more concentrated opportunities to connect with the TPA community and the organizations that support it. The audience makes it particularly valuable for companies whose growth depends on administrator relationships, integrations, or distribution. If TPAs are a primary target audience, this should be one of the priority self-funded conferences on the calendar.

340B Coalition Summer Conference

JULY 12-14, 2027 | WASHINGTON, DC AREA

Who Goes: 340B covered entities, health systems, pharmacies, healthcare attorneys, policy experts, vendors and organizations involved with the 340B Drug Pricing Program.

Who Should Attend: PBMs, pharmacy benefit organizations, specialty pharmacy companies and pharmacy technology or drug-cost solutions with a meaningful 340B strategy. Most of the broader self-funded ecosystem can skip it.

Details/Why You Should Consider Attending: This conference gets deep into 340B policy, compliance, operations and drug pricing. It's valuable because the audience is so specific, but that also means there is little reason to attend unless 340B directly intersects with your business.

Transparency Rising Conference / RiseX

JULY 19-22, 2027 | NATIONAL HARBOR, MD

Who Goes: Independent and transparent PBMs, self-funded employers, labor representatives, policymakers and pharmacy supply chain stakeholders.

Who Should Attend: PBMs, transparent/fiduciary PBMs, pharmacy consultants, pharmacy technology companies, TPAs with integrated pharmacy strategies and organizations focused on prescription drug cost containment.

Details/Why You Should Consider Attending: Pharmacy transparency is one of the biggest conversations in self-funding, and this event puts that issue at the center. The audience and programming are particularly relevant to organizations challenging traditional PBM models or working to give plan sponsors greater visibility into prescription drug costs and contracting.

RIMS Texas Regional Conference 2027

AUGUST 2-4, 2027 | SAN ANTONIO, TX

Who Goes:Corporate risk managers, insurance and risk management professionals, brokers, carriers, captive professionals, consultants, and solution providers, with a strong concentration of Texas and regional attendees.

Who Should Attend: Captives, stop-loss organizations, brokers and consultants, risk-financing solutions, and insurtech companies targeting Texas employers and risk leaders. TPAs, PBMs, and traditional benefits vendors should consider it only when risk managers are part of the buying audience or Texas is a priority growth market.

Details/Why You Should Consider Attending: RIMS Texas offers a more regional opportunity to reach the risk management community than the national RISKWORLD conference. For the self-funded industry, the strongest connection is through captives, alternative risk financing, stop-loss, and employers where risk leaders are involved in healthcare financing decisions. If Texas is a priority market and risk management is part of your sales strategy, the regional concentration may make this a worthwhile addition to the conference calendar.

SIIA National Conference 2027

SEPTEMBER 12-14, 2027 | PHOENIX, AZ

Who Goes: TPAs, stop-loss carriers, brokers, captive professionals, self-insured employers, PBMs, cost-containment companies, technology providers, and other organizations across the self-insurance industry.

Who Should Attend: Nearly any organization operating within or selling into the self-funded market should consider this one. It is particularly important for TPAs, stop-loss companies, captives, PBMs, brokers, cost-containment organizations, and other service providers looking to build relationships across multiple parts of the industry.

Details/Why You Should Consider Attending: As SIIA's flagship annual event, the National Conference brings together one of the broadest cross-sections of the self-insurance industry. The scale and audience mix create opportunities to connect with clients, prospects, partners, and industry leaders in one place. If the self-funded market is central to your business, this should be one of the priority conferences on your annual calendar.

ISCEBS Employee Benefits Symposium

SEPTEMBER 19-22, 2027 | SAN DIEGO, CA

Who Goes: Employee benefits professionals, benefits and total rewards leaders, plan sponsors, consultants, administrators, trustees, and other professionals responsible for designing and managing benefit programs.

Who Should Attend: TPAs, PBMs, benefits consultants, benefits technology companies, care management and cost-containment solutions, and other organizations looking to reach experienced benefits professionals and plan decision-makers. It can be particularly useful for companies with an educational or thought leadership-driven approach to business development.

Details/Why You Should Consider Attending: The ISCEBS Employee Benefits Symposium brings together experienced benefits professionals for deeper education around health and welfare, retirement, total rewards, and issues affecting benefit plan management. The appeal is less about sheer exhibit-hall scale and more about reaching an established, benefits-focused professional audience, making it worth considering for organizations looking to build credibility and relationships with sophisticated benefits decision-makers.

NCPA Annual Convention

SEPTEMBER 25-28, 2027 | SAN ANTONIO, TX

Who Goes: Independent community pharmacy owners, pharmacists, pharmacy technicians and companies serving independent pharmacies.

Who Should Attend: PBMs and pharmacy organizations with an independent pharmacy strategy. Particularly relevant for transparent PBMs, pharmacy networks, pharmacy technology and companies whose business model depends on relationships with community pharmacies. Most non-pharmacy self-funded organizations can skip it.

Details/Why You Should Consider Attending: NCPA is built around the business and clinical realities of independent community pharmacy, including revenue growth, expanded services, operational efficiency and advocacy. The exhibit hall provides direct access to pharmacy owners, but the audience is considerably more specialized than a traditional employee benefits conference.

NASP inSPire

SEPTEMBER 27-30, 2027 | ORLANDO, FL

Who Goes: Specialty pharmacists, pharmacy executives, pharmaceutical manufacturers, healthcare leaders and organizations supporting the specialty pharmacy market.

Who Should Attend: PBMs, specialty pharmacy organizations, pharmacy technology companies and clinical or cost-management solutions focused on specialty drugs. General TPAs, brokers and unrelated benefits vendors should prioritize broader self-funded events.

Details/Why You Should Consider Attending: Formerly the NASP Annual Meeting & Expo, inSPire is squarely focused on specialty pharmacy. The combination of education, industry partnerships and a concentrated specialty pharmacy audience makes it valuable for companies operating in that part of the drug benefit ecosystem.

Becker's Healthcare CEO + CFO Roundtable

NOVEMBER 1-4, 2027 | CHICAGO, IL

Who Goes: Hospital and health system CEOs, CFOs and other senior healthcare executives.

Who Should Attend: Healthcare technology, pharmacy and other organizations selling into hospitals and health systems. Most traditional self-funded organizations can skip it.

Details/Why You Should Consider Attending: This is a healthcare executive event rather than an employee benefits conference. The draw is access to senior health system leaders discussing financial performance, margin pressure and long-term strategy. That makes it potentially valuable for companies selling directly into provider organizations, but considerably less relevant for most companies targeting employers, brokers or TPAs.

NABIP Utah Day on the Hill

2027 | DATE & LOCATION TBD

Who Goes: Utah health insurance and employee benefits brokers, agents, advisors, association leaders, policymakers, and industry partners.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies, and other organizations specifically looking to grow relationships with Utah brokers or increase their presence in the Utah benefits market. For companies without a Utah-specific growth strategy, larger national broker events will likely be a better use of conference resources.

Details/Why You Should Consider Attending: NABIP Utah's Day on the Hill is primarily an advocacy and policy event, bringing the state's benefits community together around legislative issues affecting health insurance and employee benefits. Its value is less about large-scale lead generation and more about building relationships within a specific state market, understanding the issues local brokers are navigating, and becoming more involved in the regional benefits community. Consider it when Utah is a priority market and deeper broker relationships are part of the growth strategy.

eCap Summit

FEBRUARY 2027 | EXACT DATES TBD | LOCATION TBD

Who Goes: Utah health insurance and employee benefits brokers, agents, advisors, association leaders, policymakers, and industry partners.

Who Should Attend: Healthcare technology, finance and other organizations specifically targeting skilled nursing, post-acute care operators or healthcare transactions. Most traditional self-funded benefits organizations can skip it.

Details/Why You Should Consider Attending: eCap is built around healthcare dealmaking and relationship development, using experiential networking rather than a traditional conference format. It can offer valuable executive access for organizations serving post-acute healthcare, but its audience sits well outside the core employer benefits and self-funded market.

SPBA Spring Meeting

2027 | DATE TBD | LOCATION TBD

Who Goes: TPAs, stop-loss carriers, brokers, consultants, service providers and other organizations operating in the self-funded benefits industry.

Who Should Attend: TPAs and organizations that sell directly to or partner with TPAs should have this on their radar. Stop-loss, PBM, technology, cost-containment and other TPA-facing vendors can also find a highly concentrated audience here.

Details/Why You Should Consider Attending: SPBA events offer direct access to the TPA community without the scale and broader audience mix of some larger industry conferences. For companies trying to build relationships with independent TPAs and the organizations that support them, the concentrated audience makes this an important event to consider.

TABA Spring Conference

2027 | DATE TBD | LOCATION TBD

Who Goes:Third-party benefit administrators, industry partners, service providers and organizations supporting the TPA community.

Who Should Attend: TPAs and companies that sell to or partner with TPAs. Particularly relevant for stop-loss, PBM, technology, cost-containment and other organizations seeking relationships within the administrator market.

Details/Why You Should Consider Attending: TABA's concentrated administrator audience can make its meetings useful for organizations prioritizing TPA relationships. The smaller, more specialized setting may provide opportunities for deeper conversations than conferences where TPAs represent only one segment of a much larger attendee base.

NABIP Georgia Annual Convention 2027

2027 | DATE & LOCATION TBD

Who Goes:Georgia health insurance and employee benefits brokers, agents, advisors, carrier representatives, industry partners, and solution providers.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies, carriers, and other organizations that rely on broker distribution and are actively targeting Georgia and the Southeast. It is particularly relevant for companies looking to develop stronger relationships with brokers at the state and regional level.

Details/Why You Should Consider Attending: NABIP Georgia's state events provide access to the broker and benefits community across Georgia, including professionals connected to the Atlanta, South Atlanta, and Coastal Georgia markets. For companies with Southeast growth goals, the annual convention can provide a more concentrated opportunity to build regional broker relationships than relying solely on national NABIP events. If Georgia is a priority market, keep this one on the list and watch for confirmed 2027 convention dates and sponsorship opportunities.

CAHIP Capitol Summit 2027

MAY 2027 | SACRAMENTO, CA | EXACT DATES TBD

Who Goes: California health insurance and employee benefits brokers, agents, advisors, association leaders, policymakers, and industry partners.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies, and other organizations with a significant California presence or an interest in state healthcare and benefits policy. It is especially relevant for organizations that want to strengthen relationships with California brokers while staying close to legislative and regulatory developments affecting the market.

Details/Why You Should Consider Attending: CAHIP's Capitol Summit is more advocacy-focused than a traditional sales or networking conference, combining policy education with direct engagement at the state capitol. For organizations doing meaningful business in California, it offers an opportunity to understand the issues brokers are watching, build relationships with the state's benefits community, and participate in conversations affecting the market. If California isn't a priority market or policy engagement isn't part of your strategy, the Innovation Expo or larger national broker conferences will likely offer stronger business-development value.

Greater Philadelphia Business Coalition on Health Annual Conference

2027 | DATE & LOCATION TBD | GREATER PHILADELPHIA AREA

Who Goes:Employers, benefits and HR leaders, healthcare purchasers, health plans, benefits consultants, healthcare providers, and solution partners focused on employer-sponsored healthcare.

Who Should Attend: TPAs, PBMs, benefits consultants, care management and navigation companies, cost-containment solutions, benefits technology companies, and other organizations looking to reach employers and benefits decision-makers. It is particularly relevant for companies targeting self-funded employers in Philadelphia and the broader Mid-Atlantic region.

Details/Why You Should Consider Attending: GPBCH's annual conference puts the employer perspective at the center, with conversations around healthcare costs, benefits strategy, clinical quality, innovation, and health policy. That makes it a useful regional opportunity for companies that want more direct exposure to plan sponsors rather than another primarily broker- or vendor-focused conference. If employer-direct growth is part of your strategy, particularly in the Mid-Atlantic, this is one worth watching for confirmed 2027 dates.

NABIP Florida Benefits & Medicare Symposium 2027

2027 | DATE & LOCATION TBD

Who Goes:Florida employee benefits and Medicare brokers, agents, advisors, carrier representatives, industry partners, and solution providers from across NABIP Florida's regional chapters.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies, carriers, Medicare-focused organizations, and other companies that rely on broker distribution and are actively targeting Florida. The mix of employer benefits and Medicare also makes this worth considering for organizations whose products or services cross both markets.

Details/Why You Should Consider Attending: NABIP Florida's statewide symposium brings together brokers and industry partners from across Florida for education, legislative updates, and networking spanning both employer benefits and Medicare. For companies with Florida growth goals, the statewide reach provides an opportunity to build relationships beyond a single local chapter. If Florida brokers are a priority distribution channel, this is one of the state's regional events worth watching for 2027 dates and sponsorship opportunities.

RosettaFest 2027

AUGUST 2027 | EXACT DATES TBD | DENVER, CO

Who Goes:Brokers, TPAs, vendors, service providers, captives, employers, unions and other self-funded industry professionals, with a heavy broker focus.

Who Should Attend: Organizations looking to build relationships with benefits advisors and brokers, including TPAs, PBMs, stop-loss organizations, captives, point solutions and other companies that rely on broker distribution.

Details/Why You Should Consider Attending: Along with the BenefitsPRO Broker Expo, RosettaFest offers one of the stronger opportunities to get directly in front of the broker audience. Its combination of industry education, networking and sponsorship opportunities makes it particularly relevant for organizations that need brokers and consultants to understand, recommend or sell their solution. This should remain a priority event for companies with a broker-driven growth strategy once the final 2027 dates are announced.

SPBA Fall Meeting

2027 | DATE TBD | LOCATION TBD

Who Goes:TPAs, stop-loss carriers, brokers, consultants, service providers and other organizations operating in the self-funded benefits industry.

Who Should Attend: TPAs and organizations targeting or partnering with TPAs. Especially relevant for stop-loss, PBM, technology, cost-containment and other companies whose growth depends on TPA relationships.

Details/Why You Should Consider Attending: Like the Spring Meeting, SPBA's Fall Meeting puts you in a room heavily concentrated with TPA leaders and the companies serving them. If TPAs are a priority audience, this is one of the more directly aligned networking opportunities on the calendar.

TABA Fall Conference

2027 | DATE TBD | LOCATION TBD

Who Goes:Third-party benefit administrators, industry partners, service providers and organizations supporting the TPA community.

Who Should Attend: TPAs and TPA-facing organizations, including stop-loss, PBM, technology, cost-containment and other partners serving administrators.

Details/Why You Should Consider Attending: If independent TPAs are a priority audience, TABA's Fall Conference is worth keeping on the calendar. Its value comes from audience concentration rather than sheer size, making it particularly relevant for companies looking to develop stronger relationships within the TPA community.

NABIP-NJ State of the State in Healthcare Symposium

2027 | DATE & LOCATION TBD

Who Goes:New Jersey health insurance and employee benefits brokers, agents, advisors, industry partners, and professionals following state healthcare and insurance policy.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies, and other organizations specifically targeting New Jersey brokers or the state's small-employer benefits market. Companies without a meaningful New Jersey growth strategy can likely prioritize larger regional or national broker events.

Details/Why You Should Consider Attending: This is a highly regional event focused on the healthcare, legislative, and market issues affecting New Jersey brokers and the clients they serve. If New Jersey is a priority market, the concentrated audience can provide an opportunity to build local broker relationships while gaining a better understanding of the state-specific issues shaping benefits conversations. For broader national business development, NABIP Annual Convention, BenefitsPRO Broker Expo, and similar events will offer greater reach.

LIMRA Annual Conference

2027 | DATE TBD | LOCATION TBD

Who Goes:Insurance and financial services executives, carriers, distribution leaders and organizations serving the broader insurance market.

Who Should Attend: Carriers, insurance technology companies and organizations with a meaningful life, health or broader insurance distribution strategy. Most TPAs, PBMs and traditional self-funded vendors will find more relevant audiences elsewhere.

Details/Why You Should Consider Attending: LIMRA reaches a much broader insurance and financial services audience than the core self-funded benefits conferences. Its value depends heavily on your target market. Companies pursuing carrier relationships, distribution partnerships or broader insurance opportunities may find it worthwhile, while organizations focused specifically on self-funded employers should likely prioritize other events.

NABIP Elevate Utah 2027

2027 | DATE & LOCATION TBD

Who Goes:Utah health insurance and employee benefits brokers, agents, advisors, carrier representatives, industry partners, and solution providers across group benefits, individual insurance, and Medicare.

Who Should Attend: TPAs, PBMs, stop-loss companies, benefits technology companies, carriers, and other organizations that rely on broker distribution and are actively targeting the Utah market. It is particularly relevant for companies looking to build deeper regional broker relationships rather than relying exclusively on national conferences.

Details/Why You Should Consider Attending: Elevate Utah is NABIP Utah's annual conference and offers a more direct business development opportunity than the chapter's policy-focused Day on the Hill. The event combines industry education with networking, exhibiting, sponsorship, and opportunities for companies to get in front of Utah's broker community. If Utah is a priority growth market, this is the NABIP Utah event I would prioritize for broker visibility and relationship building.

Ascend

2027 | DATE TBD | LOCATION TBD

Who Goes:2027 audience details still need to be confirmed.

Who Should Attend: TBD pending publication of the 2027 agenda, attendee profile and event details.

Details/Why You Should Consider Attending: Keep this event on the radar until 2027 programming and audience information are available. We should determine its relevance to the self-funded market before recommending it alongside the core conferences.

PBMI Annual National Conference

2027 | DATE TBD | LOCATION TBD

Who Goes:PBMs, health plans, employers, pharmacy benefit professionals, consultants, pharmaceutical stakeholders and organizations focused on prescription drug benefits.

Who Should Attend: PBMs and pharmacy-focused organizations should pay particular attention to this one. It can also be relevant for TPAs with pharmacy strategies, pharmacy consultants, specialty pharmacy organizations, drug-cost solutions and technology companies operating within the pharmacy benefit ecosystem.

Details/Why You Should Consider Attending: PBMI's pharmacy-specific focus makes this much more targeted than a general self-funded conference. For companies working directly in pharmacy benefits, the concentrated audience and conversations around drug costs, benefit strategy and PBM performance can make it a strong opportunity to reach buyers and partners who understand the nuances of the space.

TAHP Conference + Expo

2027 | DATE TBD | LOCATION TBD

Who Goes:Texas health plans, health insurance executives, healthcare leaders, policymakers, vendors and organizations serving the payer market.

Who Should Attend: Health plan technology, PBM, pharmacy, care management and other organizations selling directly to health plans. Traditional TPAs and stop-loss organizations should evaluate carefully unless payer relationships are part of their growth strategy

Details/Why You Should Consider Attending: TAHP provides access to the Texas health plan and payer community, making it a targeted opportunity for organizations trying to reach health plan decision-makers. Its relevance to the broader self-funded industry is more limited, so audience fit should drive the decision to attend.

CAHP Annual Conference

2027 | DATE TBD | LOCATION TBD

Who Goes:California health plans, payer executives, healthcare leaders, policymakers and organizations serving the managed care market.

Who Should Attend: Health plan technology companies, PBMs, pharmacy organizations, care management solutions and other companies targeting payer executives. Most traditional self-funded organizations can deprioritize it unless health plans are a target audience.

Details/Why You Should Consider Attending: CAHP is centered on California's health plan and managed care market rather than the traditional self-funded employer ecosystem. For companies selling into health plans, that specialization can be valuable. For organizations focused on TPAs, brokers or self-funded employers, there are stronger conference opportunities elsewhere.