Jesse Kohl

Jesse began his career at a corporate credit union in 2002 and has been instrumental in the expansion efforts of the credit union’s staff, product line, and membership base. Soon after starting, Jesse took over leadership positions in sales, marketing, and strategic partnerships. He actively participates in the credit union’s Asset Liability Committee and Enterprise Risk Management Committee as a member of the credit union’s executive leadership team.

In 2016, Jesse was named President of InterLutions, a CUSO that delivers innovative and collaborative healthcare solutions to credit unions across the country.

Jesse graduated from the University of Wisconsin-Whitewater in 2002 with a Bachelor of Business Administration degree in Business Finance. Although 50 years late to the wild music scene known as the British Invasion, Jesse still considers himself a “Beatle-maniac”, has learned every Beatles song on guitar, and will challenge anyone to a game of Beatles Trivial Pursuit. He resides in Fort Atkinson, WI with his wife and their three children.

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How can credit unions continue delivering the benefits our employees need when the trajectory of healthcare costs is rising at such a steep pace? This presentation offers innovative and collaborative strategies that allow credit unions to buy less insurance at lower costs.

How can credit unions use employee medical insurance claims data and analytics to leverage better healthcare pricing? How can your HR team adopt new technologies to deliver a better enrollment experience to your associates? Delivering competitive, rich, and frictionless benefits to employees is integral to the success of credit unions. Join us as our CUSO team offers five innovative strategies that will reduce the friction in delivering benefits to our most important asset – employees.

Has your credit union reviewed unique funding models such as level funding, insurance captives, or Association Health Plans? Depending on your size, makeup, and risk appetite, moving from the traditional fully-insured funding model can significantly reduce one of your largest budget items – employee benefits and healthcare costs.

What is self-funding? What is group self-funding? And what the heck is an insurance captive? But most important of all, what does any of this have to do with beer and wedding cake? We will explain. Insurance is not a fun topic, but our CUSO team will deliver an educational and fun explanation into one of the most innovative and unique credit union-owned solutions – an insurance captive. Learn how we are bending the cost curve through collaboration.