Broker Account Manager Summit

September 11-13, 2024

Dallas, TX | Omni Dallas Downtown

SmithRx is delighted to have you join us to better understand the Pharmacy Benefit Management industry, and the differentiated approach SmithRx brings to PBM at the SmithRx Broker Account Manager Summit in Dallas, September 11-13, 2024 at the Omni Dallas Downtown.

About the Event

The BAM Summit will equip attendees with the insights, resources, and tools to better serve our joint clients and drive positive change in the industry. By the end of this packed experience, you will be better equipped to foster growth with your clients.

You can expect to:

  • Delve into the historical context of the PBM industry to better comprehend its evolution and current state
  • Cultivate and strengthen client relationships that yield growth
  • Understand the SmithRx advantage by leveraging data and technology for more efficient workflows and improved client experiences
  • Personalize pharmacy benefits management for groups & members
  • Gain a deeper understanding of pharmacy benefits management and its impact on the bottom line and client experience
  • Expand your professional network by connecting with peers and industry influencers
  • Guest Keynote Speaker: Tanvi Patel, Director & General Manager of Partner Services, Amazon Pharmacy

Details to Know:

Dates: September 11 - 13, 2024

Venue: Omni Dallas Downtown | 555 S Lamar St, Dallas, TX 75202

Additonal Information

You can expect to:

  • Delve into the historical context of the PBM industry to better comprehend its evolution and current state
  • Cultivate and strengthen client relationships that yield growth
  • Understand the SmithRx advantage by leveraging data and technology for more efficient workflows and improved client experiences
  • Personalize pharmacy benefits management for groups & members
  • Gain a deeper understanding of pharmacy benefits management and its impact on the bottom line and client experience
  • Expand your professional network by connecting with peers and industry influencers

Agenda

6:00pm -9:00pm
Welcome Reception
The French Room (Offsite)
Keynote
  • Registration & badge pick-up
  • Passed hors d'œuvre & open bar
  • Raffle & prizes

Location: The French Room | 1321 Commerce St, Dallas, TX 75202

ADD TO CALENDAR

7:30am - 8:30am
Breakfast
50 mins
Art District 1
8:30am - 9:30am
Opening Remarks: Why the time is NOW for PBM Change
Keynote
Katy Trail Room - Level 2
9:30am - 10:30am
Guest Keynote: Reimagining the Pharmacy: When Value Meets a Seamless Experience
Keynote
Katy Trail Room - Level 2

During this session, Tanvi Patel will discuss:

- How Amazon Innovation is redefining the pharmacy experience

- The benefits Amazon Pharmacy provides to payers – savings, strong adherence and the ability to offer a convenient, price transparent experience to your members

ADD TO CALENDAR

10:30am - 10:45am
Break
50 mins
Level 2

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10:45am - 12:00pm
What it Means to be a Modern PBM: The SmithRx Approach
Keynote
Katy Trail Room - Level 2
12:00pm - 1:00pm
Lunch
Keynote
Art District 1
1:00pm - 2:00pm
Lifecycle of a Successful Client
Keynote
Katy Trail Room - Level 2
2:00pm - 2:15pm
Break
Keynote
Level 2

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2:15pm - 4:30pm
Breakout Sessions
Keynote
Deep Ellum A & B

Groups will rotate between three 45minute breakout sessions. Topics discussed will include:

  1. SmithRx’s Technology Foundations
  2. How to Get the Most from the SmithRx Partner Portal
  3. Navigating Connect 360 Programs

ADD TO CALENDAR

4:30pm - 4:45pm
Break
Keynote
Level 2

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4:45pm - 5:00pm
Closing Remarks
Keynote
Katy Trail Room - Level 2
Evening
Open Night for Guests
Keynote
15 mins

Explore Dallas and the local historic art district or relax and recharge for the next day!

8:00am - 9:00 am
Breakfast
Art District 1
Keynote
9:00am - 11:00am
1:1 Meetings with your Account Team
Katy Trail Room - Level 2
Keynote
11:00am
Guest Checkout
Keynote

Thank you for attending SmithRx's inaugural Broker Account Manager Summit, see you next year!

Speakers

Joy Gilbert
SVP, Customer Success, SmithRx

Joy leads SmithRx's customer and member experience efforts with a focus on creating high-performing, service-oriented teams. Drawing from over two decades in healthcare, including managing operations for a national specialty pharmacy, Joy has expertly scaled SmithRx's service division from 45 to 300+ team members in under two years. Her business acumen, honed at the University of Denver, combined with her hospitality background, fuels her passion for exceptional client care. Joy's personal experiences navigating healthcare challenges drive her mission to ensure accessible, affordable care for all.

Sam Slaughter
SVP, Revenue, SmithRx

Coming soon.

Alan Pannier, PharmD, MBA
SVP, Product Strategy, SmithRx

Alan oversees the company's pharmacy initiatives, including manufacturer relations, network management, and clinical solutions. His background includes clinical leadership roles at Magellan Health and Veridicus Health, as well as hands-on experience as a practicing pharmacist. Alan's academic credentials include an MBA and PharmD from Idaho State University, a Bachelor's in Chemistry and Business from Westminster College, and specialized training in managed care pharmacy. His comprehensive understanding of the industry drives SmithRx's innovative approach to pharmacy benefits management.

Tanvi Patel
Director & General Manager of Partner Services, Amazon Pharmacy

Tanvi Patel is a driving force behind Amazon Pharmacy's efforts to evolve the pharmacy experience. As the leader of the Partner Services team, she forges strategic alliances within the industry, including payers, PBMs, employers, manufacturers, prescribers, suppliers, and tech innovators. A seasoned veteran with 13 years at Amazon, Tanvi has spearheaded groundbreaking initiatives at the nexus of consumer needs and digital disruption. Before Amazon, she spent a decade as a mobile and media strategy consultant, including time at MTV Networks, shaping consumer experiences. Tanvi's expertise spans finance, health administration, information technology, and business strategy. She holds BS degrees in Finance and Health Administration from University of Arizona, a MS in Information Technology from University of Maryland, and an MBA from New York University.

Ben Little
Director of Account Management, SmithRx

Coming soon.

Lisa Hyde
Customer Success Client Trainer, SmithRx

Lisa orchestrates post-sales client education and engagement at SmithRx, leveraging her expertise to design and deliver impactful training programs. Her previous role as a Senior Account Manager at SmithRx provided invaluable insights into customer needs and success drivers. Lisa's career is distinguished by her ability to forge strategic partnerships and her commitment to comprehensive client support. Her multifaceted approach consistently yields high customer satisfaction and drives business growth in the healthcare sector.

Bronwyn Margrave
Senior Product Manager, SmithRx

Bronwyn spearheads the broker and partner experience initiatives at SmithRx. Her diverse background spans mortgage technology startups and multifaceted roles at Zillow, where she honed her skills in both B2B and consumer-facing products. Bronwyn's expertise in digital product development and user experience optimization brings a fresh perspective to SmithRx's offerings. Based in Seattle, she balances her professional pursuits with family life, parenting a young daughter.

Jordan Johnson
Lead, Account Management, SmithRx

Jordan combines academic insight with extensive industry experience to drive exceptional outcomes. Armed with a Masters in Human Development from Virginia Tech and over a decade in healthcare and customer success roles, Jordan guides his team in fostering strong client relationships. His leadership style emphasizes strategic thinking and client-centric solutions, ensuring SmithRx delivers unparalleled value to its partners.

Alissa Johnson, PharmD, MBA, BCPS
Director, Clinical Strategy, SmithRx

Alissa Johnson leads the Connect 360 program expansions at SmithRx. SmithRx Connect 360 offers members and employer groups lowest cost medications, often with up front savings. Previously, she worked in hospital operations and as a clinical pharmacist in solid organ transplant.

Bhavini Soneji
SVP, Product and Engineering, SmithRx

Bhavini is a seasoned Tech Executive, she has led team transformations through different growth stages across public companies like Microsoft, and startups such as Cruise and Headspace; spanning different industries like autonomous vehicles, healthcare, wellness, enterprise, consumer social. Bhavini loves using human-centered design with streamlined automation to create experiences that improve people’s lives.  Additionally, she enjoys giving back to the community, advising C-level executives, mentoring at Techstars, First Round, Plato, and has also founded a group of Women Technology Executives in Los Angeles to support and foster this group while playing an active role in the LA CTO Forum.

Transportation & Accomodation

Room Block

SmithRx has reserved room blocks for all attendees at the Omni Dallas Downtown. We recommend booking accommodations by August 15 to secure your spot, space is limited. 

Option 1: Book online at our SmithRx dedicated room block site.

Option 2: Visit the Omni website and enter in 9/11-9/13 stay dates then entering 090824SMITHRXME in the ‘Group Code’ section.

Option 3: Guests may call-in to Omni Dallas reservations line at 1-888-444-6664 and request to book in the SmithRx Meeting Block from 9/11-9/13.

Travel Info

We recommend you fly into either the Dallas Love or Dallas Fort Worth airport by 4pm on September 11. For departures, we recommend flying out any time after 2pm on September 13.

Using a ride share app for transportation to and from the airports is recommended.

Additional Information

Recommended Attire

Business casual (and comfortable) is recommended.

Cancellation Policy

We understand plans change. We ask that if you can no longer make it, you let us know by August 27, 2024 so we can fill your spot with our waitlist. You can contact events@smithrx.com to notify us of any cancellations or questions you may have.

Learn More About SmithRx

SmithRx helps employers save significantly on pharmacy spend while offering a seamless experience.