Upcoming
An Exclusive Executive Leadership Lunch
You'll hear from real employers — not just consultants — who have firsthand experience evaluating and implementing a different healthcare strategy within their own organizations.
Executive Leadership Lunch · Session One
Thursday, July 30, 2026
11:30 AM – 1:00 PM
Newport Beach Country Club
Newport Beach, California
- Invitation Only
- Limited Seating
- Plated Lunch
Executive Leadership Lunch · Session Two
Thursday, August 6, 2026
11:30 AM – 1:00 PM
Newport Beach Country Club
Newport Beach, California
- Invitation Only
- Limited Seating
- Plated Lunch
Both sessions hosted at Newport Beach Country Club · Newport Beach, California
Why This Conversation Is Different
"What would healthcare look like if we approached it as a long-term business strategy instead of an annual purchase?"
Every employer receives a renewal. Few ever question the process behind it. The leaders attending this experience are asking a different question — one becoming increasingly relevant among growth-minded organizations throughout Southern California.
What You'll Gain
Why Executive Leaders Attend
Executive Perspectives
Hear directly from business leaders who have already made the journey and can speak candidly about their experience.
Strategic Insight
Explore approaches focused on long-term control, predictability, and sustainability rather than annual reactions.
Meaningful Connections
Meet other owners, CEOs, and CFOs facing similar challenges and opportunities.
A Different Way to Think
Walk away with new ideas and perspectives that may shape how your organization approaches healthcare over the next three to five years.
Meet the Executive Speakers
Hear Directly From Leaders Who've Already Made the Journey
You'll hear from real employers — not just consultants — who have firsthand experience evaluating and implementing a different healthcare strategy within their own organizations.
Greg Totten
CEO & Co-President
Totten Tubes, Inc.
Leads one of the nation's premier steel tubing distributors. Greg shares the owner's perspective on evaluating healthcare as a long-term strategy, managing organizational risk, and creating greater predictability.
Scott Aldas
Chief Financial Officer
Totten Tubes, Inc.
Brings the financial leadership perspective — the due diligence process, financial considerations, and what CFOs should evaluate when exploring alternative healthcare funding strategies.
Paul Totten
Chief Operating Officer & Co-President
Totten Tubes, Inc.
Expected to join the discussion with additional insights from the executive leadership side of the organization. Participation subject to final confirmation.
Lisa Hemstead
Regional Vice President
Pareto Health
Has helped more than 350 employers successfully join Pareto Health over the past six years. Lisa shares emerging healthcare trends and the common characteristics of organizations that achieve long-term success.
Hosted By
Timothy Johnson, RHU
Founder & CEO · Core Benefits Insurance Services
TJ facilitates the discussion and guides a candid conversation focused on helping employers think differently about healthcare costs, risk management, and long-term strategy. Approved Pareto Health Partner.
An Exclusive Executive Community
Who You'll Be Sitting Beside
Like-Minded Business Leaders
Invitation Only
Executive Peer Network
Relationship-Driven
Business owners introduce other business owners.
CFOs introduce fellow CFOs.
Many of the leaders in this community were first introduced by a peer who simply believed the conversation was worth having. Attendance is intentionally curated so every seat adds to the quality of the room.
We're building a community — not filling a seminar.
The Executive Experience
Beyond the Boardroom
This initiative is about more than a single event. As relationships develop, participants may be invited to future executive experiences, leadership gatherings, and unique networking opportunities through Core Benefits' growing community of business leaders.
The Mammoth Executive Experience
A Personal Commitment From TJ
Meaningful conversations deserve meaningful experiences. Approved guests who engage throughout the process — event participation, strategy discussions, and the executive conference experience — will have opportunities tied to a one-week stay at TJ's private ski-in/ski-out residence in Mammoth Mountain.
TJ especially values the idea of leaders bringing another business owner into the fold — building a community of like-minded peers rather than simply offering a getaway.
This is not a promotion tied to a purchase. It's a way of thanking leaders who invest time in exploring new possibilities for their organizations. (Pending final compliance approval.)
Who Should Attend
See If You Qualify
This invitation is designed for organizations that meet the following profile.
- Employ approximately 50–1000 employees
- Have executive-level decision makers engaged in benefits strategy
- Value strategic discussions with peers
- Spend $0.5M+ annually on healthcare
- Are interested in exploring long-term alternatives
- Are growth-minded and operationally complex
Typical Attendees Include
Owners
CEOs
Presidents
CFOs
Chief Operating Officers
Senior Financial Leaders
Continue the Conversation
The Executive Journey
Each step deepens the relationship and moves toward a long-term, strategic approach to healthcare.
1
Executive Leadership Lunch
An invitation-only gathering to exchange ideas with peers at Newport Beach Country Club.
2
Executive Strategy Session
A focused, private discussion exploring what a different healthcare strategy could look like for your organization.
3
Pareto Perspective Conference
A national gathering in San Diego to learn directly from existing members and evaluate what's possible.
4
Long-Term Healthcare Strategy
Move from annual reactions to a predictable, sustainable, long-term approach for your organization.
Request an Invitation
Attendance Is Intentionally Limited
Seating is preserved to maintain the quality of discussion and allow meaningful interaction among attendees. Requests are reviewed individually, and event details are shared with approved attendees.
Strongest Fit Profile
- 50–1000 employees
- $0.5M+ annual healthcare spend
- Executive-level decision maker
Request Your Invitation
Complete the form below. A member of our team will follow up regarding approval and event details.
By submitting, you agree to be contacted regarding your invitation request. Your information is kept confidential.
A multidisciplinary employee benefits and human capital consulting firm. Approved Pareto Health Partner.
1041 W 18th Street, Suite A205
Costa Mesa, CA 92627
info@corebenefits.org
(949) 574-2010
Core Benefits Insurance Services — All Rights Reserved · Timothy P. Johnson, Lic. #0E50855
"The right side of the fight is stronger together."