Healthcare costs for U.S. employers are projected to increase 9.5% in 2027, marking a second consecutive year of near double-digit cost growth before mitigation strategies are applied. As financial pressure intensifies, employers are increasingly expected to defend not only health plan outcomes—but the decisions behind them.
Fiduciary responsibility now requires documented oversight, transparent decision-making, and governance that withstands executive, regulatory, and legal scrutiny.
Learn how leading employers are strengthening fiduciary governance to defend health plan decisions with confidence. You'll learn how to:
Strengthen governance across your health plan
Identify emerging fiduciary risks before they become liabilities
Validate vendor performance with greater confidence
Build audit-ready documentation that stands up to executive, regulatory, and legal scrutiny
Meet the Presenters
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Kate Sullivan Morgan
Kate Sullivan Morgan is a Partner at Dentons and a nationally recognized authority on health insurance regulation, managed care, and employer health plan governance. Leveraging 20 years of legal and executive experience advising health insurers, employers, third-party administrators, and healthcare organizations, she helps clients accelerate growth by strategically navigating complex regulatory requirements, fiduciary obligations, data transparency, plan design, direct contracting, and more. Kate chairs the Dentons Digital Health Practice.
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Jed Cohen
Jed Cohen is Co-Founder and Chief Operating Officer of Fiduciary In A Box, where he helps employers establish practical, well-documented fiduciary governance processes for their health plans. A serial entrepreneur, Jed previously founded RocketHub, one of the world's first crowdfunding platforms, which was acquired in 2015. His career also includes leadership roles at Outcome Health and Venture for America. Today, he works with employers and advisors to simplify health plan governance, improve accountability, and reduce fiduciary risk through structured, defensible decision-making.
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Paul Richmond
Paul Richmond is Chief Commercial Officer at Wellnecity, where he helps employers improve health plan performance through data transparency, governance, and financial accountability. With more than 20 years of leadership experience in healthcare and employee benefits, Paul has held executive roles at Transcarent, Employer Direct Healthcare, Stryker, and DuPuy. Throughout his career, he has led strategic growth initiatives, built high-performing teams, and helped organizations improve healthcare quality while reducing costs. Paul frequently speaks on health plan governance, fiduciary responsibility, and strategies for improving employer-sponsored health benefits.
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.