medTRANS Annual Membership Meeting

March 18-21, 2025 · Napa, CA

annual meeting

Annual Meeting

March 18-21, 2025

Our yearly gathering is an opportunity for learning and networking with captive members, health plan consultants, service providers and industry specialists. Join medTRANS and Complete Captive to connect with new and seasoned members to exchange ideas, share inspiring stories and learn more about the impact of a captive in the current healthcare landscape.

Katherine Lanier
Napa

Westin Verasa Napa

The Westin Verasa Napa blends downtown convenience with upscale comfort. Centrally located in the heart of downtown Napa, this hotel is within walking distance to restaurants, wine tasting rooms and plenty of shopping.

Eagle Vines Golf Club

MARCH 18, 2025

Eagle Vines Golf Club is the perfect blend of a first-rate facility highlighted by a challenging golf course tucked into the beautiful landscape of the Napa Valley.

Eagle Vines
Women in medTRANS event

Women in medTRANS

MARCH 18, 2025

Check back for more information about the event at the St. Clair Brown Winery & Brewery at 5:00pm.

Agenda at a Glance

12:30pm - Golf Outing

  • Bus transportation is provided from/to the Westin Verasa Hotel.
  • Please register for the golf outing using the link above.

5:00pm - Women in medTRANS

St. Clair Brown Winery & Brewery

8:00am - Breakfast

8:30am - NextGen: Pre-Conference

NEXTGEN Benefits

For Health Plan Consultants who are interested in the NextGen services.

12:00pm - Lunch

1:00pm - Rookie & Veteran Tracks

Rookie Track
  • Intro to captive insurance
  • Quarterly captive reporting and financial statement understanding
Veteran Track
  • Advanced health plan concept: service provider stack
  • Advanced captive insurance

3:30pm - Clinical, Claims & Underwriting Session

5:30pm - Welcome Reception & Client Appreciation Dinner

Napa Yard

8:15am - Breakfast

9:00am - Membership Meeting

12:00pm - Lunch

1:00pm - Service Provider Showcase

5:30pm - Reception & President's Dinner

The Estate Yountville

8:15am - Breakfast

9:00am - Annual Meeting

Closed session
Florida
COMING IN 2026

Our Annual Membership Meeting
will take place on Amelia Island, FL