Encore! EP450: When Your Health Plan Is $9 Million in the Hole, Who Are You Going to Call? A CPA. And Tell Them to Bring Their Spreadsheets, With Marilyn Bartlett, CPA, CMA, CFM, CGMA
An episode of the Relentless Health Value podcast, hosted by Stacey Richter, titled "Encore! EP450: When Your Health Plan Is $9 Million in the Hole, Who Are You Going to Call? A CPA. And Tell Them to Bring Their Spreadsheets, With Marilyn Bartlett, CPA, CMA, CFM, CGMA" was published on December 18, 2025 and runs 35 minutes.
December 18, 2025 ·35m · Relentless Health Value
Episode Description
In this encore episode of 'Relentlessly Seeking Value,' host Stacey Richter revisits an inspiring conversation with Marilyn Bartlett, a CPA who transformed the State of Montana's employee health plan from a $9 million deficit to a $112 million surplus within three years.
Known for her fiscal discipline and patient-first approach, Marilyn shares her strategic steps, from identifying waste in the system and securing quick wins to negotiating better deals with hospitals and ensuring long-term success. She emphasizes the importance of assembling a strong team, maintaining transparency, and staying focused on the ultimate goal of creating real health value. This episode is a must-listen for anyone looking to drive meaningful change in the healthcare industry.
=== LINKS ===
🔗 Show Notes with all mentioned links:
https://cc-lnk.com/EncoreEP450
✉️ Enjoy this podcast? Subscribe to the free weekly newsletter:
https://relentlesshealthvalue.com/join-the-relentless-tribe
🫙 Support the podcast with a small donation to the Tip Jar:
https://relentlesshealthvalue.com/join-the-relentless-tribe
🎤 Listen on Apple Podcasts https://podcasts.apple.com/us/podcast/feed/id892082003?ls=1
🎤 Listen on Spotify https://open.spotify.com/show/6UjgzI7bScDrWvZEk2f46b
📺 Subscribe to our YouTube channel https://www.youtube.com/@RelentlessHealthValue
=== CONNECT WITH THE RHV TEAM ===
✭ LinkedIn https://www.linkedin.com/company/relentless-health-value/
✭ Threads https://www.threads.net/@relentlesshealthvalue/
✭ Bluesky https://bsky.app/profile/relentleshealth.bsky.social
✭ X https://twitter.com/relentleshealth/
07:09 What gave Marilyn the confidence to fix Montana's state health plan?
08:35 Why Marilyn knew she would have enough power to make the changes needed in Montana's state health plan.
09:35 What Marilyn achieved in her time as the administrator of the Montana State Employee Health Plan.
11:03 What were the "quick wins" Marilyn was able to achieve when she first took over as administrator?
17:55 EP453 with Claire Brockbank, which covers RFP in detail.
18:12 How Marilyn structured her plan for the Montana State Employee Health Plan.
21:42 What's the key to setting yourself up for success when doing what Marilyn was able to achieve?
25:23 Why putting together your own team is so important.
28:20 EP397 with Paul Homes.
28:24 EP418 with Mark Cuban and Ferrin Williams, PharmD, MBA.
29:28 What happened when Marilyn left the Montana State Employee Health Plan?
31:28 Have the costs of the plan gone up since Marilyn's time working on it?
Similar Episodes
Apr 11, 2026 ·37m
Apr 4, 2026 ·42m
Mar 28, 2026 ·48m
Mar 21, 2026 ·64m
Mar 14, 2026 ·44m
Mar 10, 2026 ·16m