We are thrilled to share the highlights of our recent event, on May 14^th in Houston, TX, which was an unforgettable experience for all attendees.

“This event was a powerful demonstration of the strength, collaboration, and forward momentum of our community,” said Jake Velie, Vice Chairman & President of the Health & Voluntary Benefits Association (HVBA) and Chairman and CEO of National Integrative Health. “Our goal was to create a space where professionals could learn, connect, and make meaningful contributions—and we delivered on that promise. But more importantly, this event showcased HVBA’s unwavering commitment to driving innovation into the marketplace. From groundbreaking solutions in pharmacy and data analytics to pioneering approaches in employer risk management, we introduced partners and strategies that have never been seen in this space before. HVBA is proud to be leading the way with cutting-edge solutions that are directly addressing the complex challenge of controlling healthcare costs.”

Here’s what was featured:

Innovation Summit: Attendees gained exclusive market insights, gaining firsthand knowledge of emerging trends and innovations shaping the future of voluntary benefits and healthcare strategies. Broker-centric content, focused on real-world solutions, sales strategies, tools, and revolutionary products and services shaping the next generation of benefits to better serve employer clients and expand their portfolio. These sessions ensured participants left with a thorough understanding of the current changes and dynamics affecting their clients. 

Attendees heard from industry leaders, including:

• MassMutual
• Fetch Pet Insurance
• National Workplace Violence & Safety Alliance (NWVSA)
• Juice Financial
• Summer
• American Public Life (APL)
• Motivity Care
• Uncommon Benefit Partners & National Integrative Health
• MediCircle

“The energy in Houston was incredible. We had a great mix of brokers and sponsors really leaning in, asking smart questions, and making meaningful connections,” said David Sherman, Chief Revenue Officer of the Health & Voluntary Benefits Association (HVBA) and Vice President at PTO Exchange. “It’s clear there’s a lot of excitement about what we’re building at HVBA—and we’re just getting started. Ask me about membership, happy to share why now’s the time to get involved.“

Experience at The Westin Houston Medical Center/Museum District: The event included a special networking reception at The Westin. This unique venue provided an engaging atmosphere where attendees could enjoy interactive content and meaningful networking opportunities. The attendee experience was designed to foster connections in a relaxed, intimate, and enjoyable setting.

Charity Auction & Raffle: Our charity auction was a highlight of the event, drawing enthusiastic participation from over 70 attendees. Bidders had the opportunity to win exclusive items while contributing to a worthy cause, Trinity Oaks, the only Purple Heart Wounded Warrior non-government ranch in the United States. The auction not only added an element of fun but also emphasized the community’s commitment to philanthropy, raising over $22,000 gross.

Networking Reception: After the Innovation Summit sessions, attendees gathered for the HVBA Benefit Roadshow Networking Reception. Throughout the event, attendees enjoyed a variety of five-star appetizers, food, and beverages. The culinary offerings were exceptional! This reception was an excellent platform for industry professionals to connect, share insights, and build long-term relationships. Brief speeches from industry leaders enhanced the networking experience.

“Thank you for putting together a great roadshow. I know it takes a ton of planning, event management, improvising, and so much more. It’s always great to get around some talented industry pros, and the conference was well done with good presentations. Trinity Oaks is awesome, and the prizes were great. Appreciate all that each of you do and thankful to be a small part of it,” shared Dennis Ontaneda, National Distribution Manager, Consumer Solutions & Voluntary Benefits Accident & Health for Zurich NA.

A special recognition goes out to our Executive and Advisory Board members, as well as our Sponsors, Attendees, and Members, who make these events possible.

“Our Houston event was a tremendous success, bringing together industry professionals to share knowledge, build connections, and support meaningful causes. We are grateful for the enthusiastic participation and generous contributions from everyone involved,” said Robert S. Shestack, Chairman & CEO of the Health & Voluntary Benefits Association and Chief Revenue Officer of Juice Financial. “This event showcased the best of our community’s commitment to excellence and collaboration. Stay tuned for HVBA in Nashville August 27 & 28th”.

For further information, please visit our website www.vbassociation.com. If you have any questions about sponsorship or membership, please reach out to Sarah Hunt at shunt@vbassociation.com.