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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

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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

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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?

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