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

EPISODE · Dec 18, 2025 · 35 MIN

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

from Relentless Health Value

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?

NOW PLAYING

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

0:00 35:04

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food. Rise Up Mentor Derek Kempker Welcome to Rise Up Mentor (formerly, Summits of Life), a platform that advocates for lifelong learning and constant improvement in every aspect of life. As someone who’s experienced both the valleys and peaks of life, I understand that while we cannot control all the obstacles that come our way, we do have the power to choose whether we get back up or not. And each time we choose to rise again, we become stronger.But why settle for just getting back up? By consistently striving to become better and wiser, we can reduce our chances of being knocked down in the first place. That’s why I started Rise Up Mentor – to encourage and motivate you to continuously improve in all areas of life, including vocation, marriage, friendship, personal development, health, parenting, lifestyle, spirituality, intellect, and finance.Although I am a Certified Master Life Coach, I don’t consider myself an expert or master, because I don’t feel there is such a thing as mastering life, but it is possible to Maid Brigade Podcast Check A Pro Maid Brigade is passionate about the safety, health, and appearance of the homes we care for. As an innovative home cleaning service, we are a partner for busy people who love the feeling of a clean and healthy home. Thriving Mom Tribe | Practical Health Solutions for Moms Lindsay Rattay, Nutritional Therapy Practitioner The Go-To Podcast for all Moms who want to have a Thriving home. Do you struggle to find the balance between holistic health and living in the world?Are you tired of trying every diet yourself and still not feeling good?Do you find yourself researching for hours how to find the best remedy for your child’s sickness but end up feeling defeated?You want to be metabolically healthy but don’t know where to start?Do you wish you could feel confident in how you feed your family during the week knowing that you have to eat out because life is busy?You just enjoy going to a restaurant and don’t want to feel guilty about it?Do you want a cookie and a healthy salad?I am Lindsay Rattay, I am so excited that you are here on the Thriving Mom Tribe Podcast. I remember being the mom who researched everything from nutrition to exercise. To feeling tired and depressed. Trying to find the balance of wanting more holistic options for my family while still raising busy kids. But I discovered easy
URL copied to clipboard!