As HFMA's Director of Healthcare Finance Policy, Operational Initiatives, Chuck is responsible for creating content and providing expertise on a broad array of healthcare finance topics, particularly areas of great relevance to senior financial executives. He champions the collaboration, communication, and translation of financial information among financial, revenue cycle, and clinical leaders. Additional focus areas include accounting, costing, healthcare business trends, payment models, federal regulations, policy, capital finance, and treasury and cash management.
Chuck previously worked at Maine Medical Center in Portland, Maine, where he served as Vice President, Finance. Prior to Maine Medical Center, he held financial management roles at OhioHealth and U.S. Steel. He is also adjunct faculty in The George Herbert Walker School of Business and Technology at Webster University.
Chuck holds an MBA in Entrepreneurship from Clemson University, a M.S. in Accountancy from St. Vincent College (PA), and is a Certified Public Accountant.
Amy Assenmacher is senior vice president, revenue cycle, of Spectrum Health, an $8.2 billion not-for-profit integrated health system based in West Michigan. In this role, she has overall responsibility for the strategic vision and operations for revenue cycle. She is responsible for all facets of revenue cycle, including patient access, coding, HIM, chargemaster, clinical documentation integrity, provider enrollment, billing, and denials management. In addition, she led a major transformation of Spectrum Health’s revenue cycle, resulting in an AR reduction from 70 to 50 days over an 18-month period between 2019 and 2020, and a more than $60 million dollar margin improvement.
Sheila Augustine started her healthcare career at the University of Montana in the Student Health Clinic, while attending the University of Montana. In 2005, she started at The Nebraska Medical Center as the Patient Financial Services (PFS) Secretary. Sheila finished her Bachelor of Science in Health Care Business Management in 2007, leaving PFS briefly to go to the Decision Support department of the hospital. She returned to PFS as the Education Coordinator in 2008 due to her love of the department.
The Nebraska Medical Center went live with EPIC in 2010. Sheila was promoted to the Operations Manager of PFS the same year and became Revenue Cycle Owner over multiple applications in the new EHR. In 2014, The Nebraska Medical Center and UNMC Physicians consolidated to form what is now known as Nebraska Medicine. At that time, Sheila was promoted to the Director of PFS.
Sheila is currently attending Clarkson College to finish her Master’s in Healthcare Business Administration.
Joan Barrett is a Senior Consulting Actuary with Axene Health Partners LLC. She is a well-known and well-respected actuary. Joan brings great value to AHP clients with a knack for developing strong systems for analyzing network value and core actuarial functions, such as trends and pricing.
Joan joined AHP following a successful career at UnitedHealth Group, where she led the National Accounts Actuarial area for many years. In that role, she was instrumental in developing several innovative concepts in risk analysis and consumer analytics.
Robyn Begley isCEO of the American Organization for Nursing Leadership (AONL) and senior vice president, chief nursing officer of the American Hospital Association (AHA). In her role at AONL, she leads a membership organization of more than 10,000 nurse leaders whose strategic focus is excellence in nursing leadership. She oversees a number of key initiatives involving workforce, quality and safety, and future care delivery models. In addition, she works collaboratively with the AHA to ensure the perspective and needs of nurse leaders are heard and addressed in public policy issues related to nursing and patient care.
Randy is a member of BKD National Health Care Group and has a leadership role in the firm’s Physician Services Center of Excellence. He is responsible for leading a variety of health care projects, including transactional and compliance consulting, the development of hospital/physician alignment strategies and assisting health care entities with reform issues related to physician relationships.
Mark is a member of BKD’s Health Care Performance Advisory Services division and has more than 30 years of experience in health care, including operational and strategic management roles within a large acute-care hospital and large orthopedic physician group. Mark leads the BKD Physician Services Center of Excellence.
Terry Blessing is Principal Revenue Cycle Consultant at Innovo Advisors.
For the six years prior to joining Innovo Advisors, Terry provided healthcare revenue cycle consulting services and operational leadership to large academic medical centers, as well as freestanding healthcare organizations for both physicians services and hospital-based provider organizations across the country.
Neil Borg joined Ziegler in 2006. As a senior managing director, he is responsible for the management of the firm's M&A advisory practice focusing on healthcare services and information technology. Neil also focuses on Ziegler's for-profit strategic advisory and principal investing efforts and is a managing partner of the Ziegler Linkage Longevity Fund.
Neil earned an MBA from Columbia Business School and a B.A. in economics and minor in philosophy (cum laude) from Denison University.
Debra Bowes is a partner in the Baker Tilly's healthcare group and has been with the firm since 1995. She specializes in serving the financial needs of healthcare clients, not-for-profit organizations, and employee benefit plans. Deb has experience with numerous types of financial and compliance audits, including A-133 single audits. She has also helped many clients adopt various new accounting pronouncements.
Dr. Maureen Buckley has more than 30 years of progressive management experience and is a strategic, visionary and outcomes-oriented healthcare leader. During her tenure with FTI, she has had extensive experience in the development of patient care delivery systems, restructuring facilities to align with financial and quality business objectives and expertise in benchmarking and productivity enhancement. She has also served in interim senior leadership roles during turnarounds, mergers and divestitures.
Starting in August 2017, Dr. Buckley has served as the Interim CNO at a teaching hospital part of a system that was divested and placed up for sale. During her tenure she implemented a sustainable 18% salary & wage cost reduction from prior year with productivity improvements and a length of stay decrease of 2.2% from prior year as HCAHPS quality scores improved in the area of CAUTI, CLABSI and Patient Satisfaction.
Michael Capriotti is Vice President of Integrated Care Management at Virtua, the largest health system in Southern New Jersey. In his role, Capriotti partners with two clinical leaders of the team to determine the vision, strategy and tactical plans for care coordination across Virtua’s entire continuum. He is responsible for the strategic development of Virtua’s navigation program as well as overseeing Virtua’s Access Navigation Center, centralized scheduling /registration, hospital operators as well as surgical scheduling.
Capriotti has been affiliated with Virtua since 2001. Prior to his responsibilities with the Access Center, he worked as Virtua’s Director of Marketing Communications where he oversaw the strategic marketing for Virtua’s programs of excellence. While with marketing, he won several national awards for his marketing plans and creative work.
Pamela Cipriano serves as Dean of the UVA School of Nursing. Formerly a member of the school’s research faculty, Cipriano served two terms as the president of the American Nurses Association from 2014 until December 2018, representing the interests of the nation’s 4 million registered nurses.
Cipriano’s 40-plus-year career in nursing is marked by a focus on improving the quality and safety of services and the work environment for all staff. She has extensive experience as an academic medical center executive and served for nine years as the chief clinical officer/chief nursing officer in the UVA Health System, where she was responsible for all inpatient and outpatient clinical services.
William O. Cleverley, Ph.D. Chairman & Founder William O. Cleverley, Ph.D., has been the President of Cleverley & Associates since its formation in January 2000 until 2014 when he assumed the role of Chairman. Prior to forming Cleverley & Associates, Dr. Cleverley was the President and Founder of CHIPS (Center for Healthcare Industry Performance Studies). United Healthcare acquired the firm in March 1998 and Dr. Cleverley remained on staff as a part-time employee until December 1999. Dr. Cleverley is also Professor Emeritus at The Ohio State University where he has taught courses in healthcare finance since 1973. Dr. Cleverley is the author of over 40 books dealing with the application and use of financial management principles and data in healthcare organizations. In addition, he has authored over 200 articles on healthcare financial issues in a wide variety of both academic and professional journals.
Brian Conner has practiced public accounting since 1993, providing audit, tax, and consulting services to integrated health systems, hospitals, ancillary providers, mental and convalescent health facilities, and medical groups. He is a member of the firm’s Executive Committee. Brian also performs technical reviews for health care clients in the firm and has served as an instructor and lecturer for the firm’s Health Care Group.
Susan R. Cooper currently serves as the Chief Integration Officer and Senior Vice President at Regional One Health. She has responsibility for the Center for Population Health and Clinical Innovation.
Ms. Cooper received her degrees from VUSN. She is a Fellow in the American Academy of Nursing and has received numerous commendations and awards including the Presidential Meritorious Service Award from Association of State and Territorial Health Official, the John S. Derryberry Award for Distinguished Service, William V. Corr Award and the Presidential Award of Distinction from the Vanderbilt University School of Nursing Alumni Association.
Leon Corbeille joined Strata Decision in 2011 after graduating with a M.S. in Industrial Engineering and B.S. in Biomedical Engineering from University of Wisconsin in Madison, WI. Mr. Corbeille serves as a Director for the Decision Support team as well as assists with the product development team’s work on the Decision Support solution. Before moving to his current role, Mr. Corbeille implemented a wide range of healthcare organizations (examples include Boston’s Children Hospital, Fairview Health Services, Mission Health System, Premier Health Partners, West Virginia University Heath System, Mercy Health, Christus among others). In his current role as director he provides guidance and leadership during implementations and assists clients with utilizing the StrataJazz system to optimize their decision-making and planning processes.
Michele Cusack is a senior healthcare executive with more than 20 years of experience. As Northwell Health's chief financial officer, she manages the health system's day-to-day finance operations. She also oversees all financial reporting, financial planning, overall budgeting, treasury services as well as internal audits.
As senior vice president, she manages various corporate financial operations, including financial reporting, budgeting, cash management, tax management and other financial functions that collaborate with revenue cycle, managed care and operational teams across the organization.
Davina Davidson is the Director, Patient Access Services Registration, Spectrum Health, Grand Rapids, Michigan. She has 13 years of healthcare experience at two of the largest healthcare systems in Michigan. Davina’s expertise is focused on the front end of the Revenue Cycle and Patient Experience. She has a bachelor's degree in Community Development/Public Administration from Central Michigan University. Davina resides in Carson City, Michigan with her husband Josh and children Edy and Bryce, ages 12 and 6. In her spare time, Davina likes to spend time with her family camping, biking, and volunteering with Youth for Christ Montcalm County.
Kevin Davidson has a 12-year career in healthcare analytics and consulting, specializing in process improvement, workforce management analytics and program development. Prior to FTI, his last four years have been dedicated to developing labor benchmarking and productivity software as a product director for Premier Inc.
Mr. Davidson’s recent project worked focused on innovative initiatives creating algorithmic approaches to labor peer benchmarking and accountability tools for productivity program adherence. These product initiatives created market leading solutions for acute care hospitals and their outpatient locations. Additionally, he helped lead the acquisition activities for Premier’s purchase of Inflow Health LLC and Healthcare Insights LLC. Mr. Davidson was also responsible for creating and managing Premier’s workforce management philosophy and marketing materials, providing the vision for their consulting and cost management offerings.
Jim Dietsche, CPA, is the chief operating officer and chief financial officer at Bellin Health. He has served on Bellin's executive team since 2005. His role includes responsibilities for all financial aspects of Bellin Health as well as involvement in the strategic planning and operational support for the organization.
Tim has over 20 years of experience in product management, brand strategy, advertising and direct marketing. He leads the Marketing team for CareCredit and is responsible for marketing strategy, product management and innovation, as well as the key strategic initiatives to drive business growth.
Prior to joining CareCredit in 2015, Tim worked at MasterCard, serving as vice president, senior business leader in Global Consumer Credit Product Management and held a variety of US and global marketing roles. In his more recent role, Tim led global product strategy and optimization programs to drive portfolio growth, establish performance benchmarks, ensure value proposition consistency, identify new revenue opportunities and establish best practices.
Jason’s passion is solving generational challenges for leaders through his acclaimed keynote presentations and unique research. Jason delivers specific, practical solutions grounded in original research that inspire audiences and drive measurable results.
Jason Dorsey is President of The Center for Generational Kinetics. CGK is the leading Millennials, Gen Z, and generational speaking, research, and consulting firm. CGK helps more than 100 clients annually. These clients represent almost every major industry, from global banks and software companies to automakers, consumer brands, healthcare, retailers, manufacturing, and private equity firms. Jason and CGK’s Ph.D.-led research team invented Generational Context™, a unique approach to solving generational challenges. This approach leverages the research strengths of CGK, including quantitative and qualitative research.
Jason authors numerous generational research reports each year. These reports reveal new insights into generations and emerging trends around the world.
Session: Generation Rebound (July 17)
Tracy Dudek serves at State’s COO, overseeing the daily operations of the extended business office, collections, human resources, and customer service departments in the company’s four locations. Since joining State in 2001, she has been instrumental in the company’s dramatic growth. During this time, the team has been awarded as “Best Places to Work in Collections” for the last 4 years in a row. Tracy’s accomplishments include the implementation of advanced speech analytics, both in a post-call and real-time environment, which led to State being awarded by Speech Technology Magazine in both 2014 and 2017 for best practices in implementation. Most recently, she led the effort to introduce gamification at State with results that exceeded goals and expectations. Dudek also earned a “Best Idea” award from ACA at the Leadership Symposium in 2018 for her introduction of gamification.
Stephanie Fendrick is senior vice president and chief strategy officer at Virtua. Her chief role is to explore, develop and manage relationships with other providers and organizations that support Virtua’s imperative to manage the health of our community across the continuum of care.
Stephanie provides executive oversight for Virtua’s service lines including: Women’s and Children’s, Oncology, Orthopedics, Neurosciences, Cardiovascular and Surgery. Through Virtua’s service lines, Stephanie and her team will partner with our clinicians and operations teams to drive improved consumer loyalty, market growth, access to care and quality outcomes.
Joseph J. Fifer, FHFMA, CPA is president and CEO of the Healthcare Financial Management Association. Prior to assuming his position with HFMA in June 2012, Mr. Fifer spent 11 years as vice president of hospital finance at Spectrum Health, in Grand Rapids, Mich. He also spent time with McLaren Health Care Corporation, Flint, Mich., as vice president of finance and Ingham Regional Medical Center, Lansing, Mich., as senior vice president of finance and CFO. Mr. Fifer started his career with nine years at Ernst & Young, also in Michigan.
Mr. Fifer was Chair of the HFMA Board of Directors in 2006-07. An HFMA member since 1983, Mr. Fifer served as a chapter president and for two terms as an HFMA board member. In 2016, Mr. Fifer was named to Modern Healthcare’s list of the 100 Most Influential People in Healthcare for the second time.
A Fellow of HFMA and a CPA, Mr. Fifer received his bachelor’s degree in Business Administration from Saginaw Valley State University, University Center, Michigan.
Sheila Fuse is a proven expert and industry leader in value-based payment models, accountable care strategies, bundled payments, and healthcare transformation, policy and regulation. At Navvis, she partners with health plans, health systems and physician organizations to develop strategies and operational models for value-based care and alternative payment models. Sheila was instrumental in the strategic direction for two of the nation’s first Medicare ACOs, formed in early 2012 and 2013. Together these organizations achieved over $15 million in shared savings and received some of the highest quality scores nationally. Additionally, over the last decade Sheila has helped build and implement many commercial ACOs.
Lisa joined Moody's Healthcare Team in 1990 and was named team leader in 2004. Lisa is a member of rating committee for the healthcare rating team as well as several other sectors within Moody’s Public Finance Group. Lisa has worked with numerous not-for-profit healthcare systems and hospitals across the country. As team leader, she leads a group of 11 analysts responsible for credit analysis and ratings of over 500 healthcare organizations. Lisa is a member of Healthcare Financial Management Association, Women in Health Management and Municipal Analysts Group in New York. Lisa received her B.A. in American Studies from Brandeis University and her M.P.A in Public Administration from New York University.
Session: Capital Market Outlook (June 24)
Courtney Guernsey serves as the Senior Director of Patient Financial Services for Spectrum Health Hospitals. Courtney has over 19 years of experience in Revenue Cycle, with the last 13 years in Patient Financial Services. She is responsible for overseeing all back-end Revenue Cycle functions including Hospital, Professional, and Post-Acute Billing, Cash Applications, Patient Liability Support and Customer Service, Underpayment Recovery, Credit Resolution, Provider Support and Enrollment Services, and the Denials and Adjustment Avoidance Team. Courtney and her team were recipients of the 2019 Synergy Award for Operational Improvement for Implementation of Kaizen Culture in the Billing Office. She holds a Bachelor of Science in Health Administration, has achieved her CRCR and CHFP with HFMA and was recently accepted as a Fellow of HFMA.
Morgan Haines is a Senior Director in the Revenue Cycle Management division of Optum Advisory Services (formerly Advisory Board Consulting). As a Senior Director, Morgan oversees the Optum’s revenue cycle consulting engagements with hospitals and health systems to improve their overall revenue cycle performance. Morgan specializes in improving point-of-service collections, enhancing the patient financial experience, engaging physicians in documentation improvement initiatives, and optimizing overall revenue cycle services in both the hospital and professional settings through change management, standardization, and where applicable, centralization. Ms. Haines has also helped partner hospitals and physician practices improve productivity and labor management.
Thomas Hanley, MD, FACOG is the Vice President Medical Practice, Medical Group Lead Physician for SSM Health Medical Group Southern Illinois, and member of the Executive Leadership Team of SSM Health St. Louis Medical Group. Dr. Hanley has extensive experience working with physicians, building consensus, and effecting positive change for SSM Health. He is responsible for strategic initiatives specifically those focused on clinical operations, physician leadership and engagement, clinical practice transformation and care delivery model design. His extensive experience spans care management, population health, value-based care, patient and provider satisfaction, commercial and Medicare ACOs, quality reporting, patient safety, governance of medical groups, medical office operations and physician compensation redesign, making Dr. Hanley an invaluable resource as SSM Health transitions to value-based care. Dr. Hanley is an experienced and passionate physician-administrator with a long history of success in all aspects of operational and administrative leadership at SSM Health.
Chris Hart leads the product and development teams and is responsible for overseeing strategic project development and managing eSolutions' ever-expanding product suite. Previously, he worked for Experian, where he concurrently served as vice president, strategy-North America and vice president, product strategy for Experian Health. Chris enjoys working in software because it offers an opportunity to solve operational and technical problems that improve the performance of businesses. Thanks to a decade worth of initiatives to adopt electronic health records and standardize healthcare data, he's excited that the healthcare industry has reached an inflection point where information can be aggregated, exchanged and analyzed in ways that improve the quality of care while reducing the total cost of care.
Kyle Hathaway is a co-founder and managing partner of HealthEco, a firm that specializes in partnering with health systems to monetize core competencies and invest, develop, and launch businesses that create alternative revenue and margin capture opportunities. Kyle leads the collaboration efforts amongst health systems advising them on growth, innovation, capital, and entrepreneurial strategy. His specialty is leading venture and private equity-backed companies on business launch, capital formation, and go-to-market strategy. Additionally, Kyle is an advisor to several venture funds and an active participant in the entrepreneurial capital markets.
Mike Hopkins is an Assistant Director of Decision Support within Enterprise Analytics at the Cleveland Clinic. Throughout his tenure at the Cleveland Clinic, Mike has been dedicated to building a sustainable costing model that is scalable, innovative and accurate. Mike is currently the Decision Support lead for a cross functional project that is focused on transforming the Cleveland Clinic business model. Mike earned a BSBA from John Carroll University in Accountancy and obtained an MBA from Cleveland State University.
Karen co-founded VAL Health to apply behavioral economics to improve health and health care. A proven expert in developing high impact behavior change and engagement programs, Karen is commonly found presenting at leading industry conference and private speaking events including SXSW, HIMSS, the AHIP Institute, and the World Economic Forum.
Karen holds an MBA from the Harvard Business School, a BA from the University of Pennsylvania and a BS from the Wharton School of the University of Pennsylvania.
Rick Howard, a proven senior leader, excels in supporting high-growth healthcare organizations through technological innovation. He specializes in helping organizations develop and guide IT strategies to maximize operational impacts while minimizing resource expenditures.
Rick has 10-plus years of experience in healthcare along with proven strengths in data and analytics. This has positioned him to assist health systems in developing strategic partnerships, while supporting the executive, clinical, operational, and financial decisions that lead to long-range business success.
His unique approaches to using data to improve patient outcomes, reduce post-operative infections, improve productivity, and reduce acute care costs have been recognized by his peers.
Session: Telemedicine metrics (Aug. 12)
Constance serves as the chief economist for KPMG LLP. She has extensive experience analyzing how economic developments and inflection points affect asset prices and businesses. Constance specializes in identifying linkages between developed and emerging markets and paradigm shifts brought about by disruptive technologies and mega trends. As an economic thought leader, she works alongside KPMG’s leadership team driving two main areas of focus: forecasting, planning, and strategy and relationship development and branding. She is also a frequent guest and co-host on major financial media channels, including CNBC, Bloomberg, and Fox Business, and is widely quoted in print media.
Ben Isgur leads PwC's Health Research Institute. HRI is a dedicated research group that provides new intelligence, perspective, and analysis on major health-related business issues. In this role, he oversees thought leadership and research initiatives for the firm and clients.
Ben also consults with healthcare systems, trade associations, and policy groups on strategic planning, and industry intelligence and trends. He is a published writer and his research is often cited by health leaders across the industry. He has been quoted in media outlets such as the New York Times, Wall Street Journal, Washington Post, The Economist, Modern Healthcare and has appeared on the CNBC Nightly Business Report. In addition, he frequently speaks on a range of topics, including physician-hospital alignment, government policy, medical cost trends, consumerism, academic medicine and digital health.
Prior to joining PwC, he developed health policy as a legislative director in the Texas House of Representatives and as a government relations officer for the City of Austin. Ben received a master's degree from the LBJ School of Public Affairs at the University of Texas at Austin where he was a US Department of Defense fellow.
Lisa Ishii, M.D., M.H.S., is senior vice president of operations for Johns Hopkins Health System. Dr. Ishii is responsible for collaborating with executive leaders across Johns Hopkins Medicine in the development and execution of the health system integration strategy and assisting in the oversight of the clinical roadmap.
Dr. Ishii is an internationally recognized leader in and professor of otolaryngology and neck surgery. Since coming to Johns Hopkins for her residency and fellowship training, she has demonstrated a commitment to innovative and high-value patient care and expert research. She joined the faculty after completing her training and steadily climbed the academic ladder in the school of medicine, achieving the rank of professor in 11 years. Dr. Ishii established an NIH-funded outcomes research laboratory and has mentored a number of medical students, residents, fellows and junior faculty.
Joanne is Co-Chair of Stevens & Lee’s Health Care Department. She is one of the highest profile women in health care with 30 years of health care and financial industry expertise. She focuses her practice on transactional and regulatory matters for health care systems, senior living organizations and physician practices, including mergers and acquisitions, joint ventures, affiliations and reorganizations, health care contracting, licensure, antitrust planning and compliance-related issues, along with Medicare and Medicaid reimbursement issues.
Joanne is a Certified Public Accountant and served as the President of Community Hospital of Lancaster for seven years and previously as its Chief Financial Officer. She is a Fellow in the Health Care Financial Management Association, served as its chairperson in 1992 and was honored with its national lifetime achievement award in 1999. She was also named one of Pennsylvania’s inaugural “Best 50 Women in Business” in 2000 for her significant contributions to job growth in Pennsylvania.
Maria Kamenos is vice president, patient access services, of Spectrum Health System, a $6.9 billion not-for-profit integrated health system based in West Michigan. In this role, Maria is responsible for patient access services functions within the revenue cycle, including scheduling/contact center, nurse triage, prior authorization, pre-registration, registration, and financial counseling.
Ashish has served as Privia’s Director of Business Intelligence since September of 2016. He is responsible for all aspects of the tool, including strategy, architecture, administration, development, and data management. Prior to Privia, Ashish served as Evolent’s Microstrategy Solutions Lead helping to create a portfolio of physician reports and dashboards. Prior to Evolent, Ashish has served in a variety or consulting and advisory roles, including Ernst & Young, Southport Services, Clarabridge, and Microstrategy. He holds a Bachelor of Engineering degree from the University of Delhi and a Master of Science in Electrical Engineering from Pennsylvania State University.
Steven is a partner with PwC's Tax practice and a member of the national opportunity zone team. He works with clients all over the country on opportunity zone projects and engagements.
He has worked with hundreds of real estate funds, private equity funds, their stakeholders and other companies on understanding opportunity zones and forming opportunity funds. Examples of his work include educating clients on the mechanics of the program, structuring, forming and operating opportunity funds and potential opportunity zone projects.
Steve was recently named a top 25 opportunity zone influencer in Opportunity Zone Magazine. He has a deep understanding of the opportunity zone program and is a recognized national leader in the opportunity zone space and frequently speaks on this topic at industry events and programs.
He is the co-author of BNA Portfolio 597-2nd T.M., Tax Incentives for Economically Distressed Areas.
Steven is also part of the PwC real estate deals network and has significant experience in real estate transactions and due diligence.
Serving the healthcare industry for over 12 years, Bill Krause leads innovation and solution development for Connected Consumer Health at Change Healthcare. In this role, Bill is responsible for the development and execution of strategies that enable our healthcare customers to realize value through leading-edge consumer engagement capabilities. Prior to his current role, Bill provided insight and direction into new product and service strategies, business development planning, partnerships and corporate development across a variety of healthcare service and technology lines of business for McKesson and Change Healthcare. Prior to McKesson, Bill worked at McKinsey & Company as a strategy consultant, serving a variety of clients in healthcare and other industries. Bill received his MBA from Harvard Business School and undergraduate degree from University of Virginia. He also served as a Lieutenant in the United States Navy.
Mark’s professional background includes working with organizations to identify business risks and improve controls in place to mitigate identified business risks. Mark has led engagement teams in performing business process risk assessments and conducting operational, financial and compliance audits. He has also managed internal audit co-sourcing and outsourcing engagements and assisted companies in performing various special projects to improve cash flow, reduce costs and increase productivity.
Sean is a lifelong technologist who grew up in Ohio and started his career in the U.S. intelligence community, holding leadership positions in the Department of Defense and the National Security Agency. Sean served five combat tours in Iraq and Afghanistan and was awarded the Defense Meritorious Service Medal and Bronze Star Medal for his service.
After government service, Sean started his life as an entrepreneur, and has founded several technology companies dealing with big data, advanced analytics, entity resolution, and most recently, artificial intelligence. Sean has raised over $120M in venture capital and is now a leading expert in applying Al to healthcare. Sean holds a bachelor's degree from Miami University, an honorary Doctor of Public Service from the University of Rio Grande, and has received the Ernst & Young Entrepreneur of the Year Award.
Jason is a results-oriented healthcare innovation strategist with broad experience advising health system executives, physician leaders and trustees on their most critical “fork in the road” issues. As the leader of AVIA’s Strategy Team, Jason’s focus is connecting-the-dots between organizational strategic priorities and designing/enabling high performing innovation teams to achieve transformative results.
Rob serves as a Vice President within Optum Advisory Services, the healthcare consulting division of Optum. Rob specializes in provider revenue cycle strategy and operations. In his role, he advises executives across the country on innovations to improve the patient financial experience, collaborate with health plans to reduce administrative burdens, and modernize the revenue cycle to strengthen financial performance.
Abbey Lunney is the director of Harris Insights & Analytics' thought leadership and trend practice, focused on crafting research-driven narrative insights for clients across industries. Designed to capture cultural tensions from a future-forward lens, her work with clients such as PwC, Ford, Mondelez, Deloitte, Volvo, NBCU, Unilever, Microsoft, and Mastercard, among others, has been featured at conferences such as Davos, Cannes, and SXSW. Prior to joining Harris, Abbey worked as a Brand Strategist at BAV Consulting, a WPP company. Her academic research has also been published in the Journal of Computers & Human Behavior.
Stan Lynall, CPA, is the vice president of Venture Investments for OSF Ventures, the corporate venture program of OSF HealthCare. In this role, Stan identifies new technology that can positively impact those served by the ministry. He also manages the diligence and venture investment process and maintains relations with the system’s portfolio investments and syndicate co-investors.
Dan Marino specializes in shaping strategic initiatives for healthcare organizations and senior healthcare leaders in areas that include population health management, clinical integration, physician alignment, telemedicine, and health information technology. With more than 20 years of consulting experience, Dan’s commitment to healthcare quality and care excellence allows him to develop meaningful relationships with clients and guide them through transformative change.
Dan is a frequent speaker at healthcare industry conferences where he shares his insights into the shift to value-based care and trends in population health and data analytics. Dan also regularly writes articles for healthcare industry publications about topics related to transformation in healthcare delivery.
Session: Telemedicine metrics (Aug. 12)
As promoting interoperability coordinator, Shelley is responsible for multiple regulatory programs that include MIPS, Medicare Eligible Hospital Promoting Interoperability Program, and Medicaid Eligible Professional Promoting Interoperability Program. The health care system located in Northeastern Mississippi includes seven hospitals, more than 45 primary and specialty clinics, nursing homes, various outpatient programs, and telehealth services. Shelley’s combined background of nursing and information technology is a contributing factor to the organization’s successful participation with the MIPS program, EH Medicare Promoting Interoperability program, and Medicaid Eligible Professional program.
Brian McGough joined Ziegler in 2017. As a managing director in Ziegler’s Healthcare Investment Banking practice, Brian is responsible for providing the structuring and delivery of investment banking products and services to not-for profit healthcare clients. Currently advising healthcare systems related to their emerging strategies investing in, partnering with and cultivating and developing innovation solutions and relationships. Working through our PE funds and innovation team, we develop health system focused strategies in concert with digital health enterprises and translational science entities that are developing innovative health technology solutions for a range of healthcare challenges.
Over the course of his career, Brian has been responsible for a variety of financings and advisory transactions in excess of $30 billion including virtually every type of capital markets and derivative structure. He has also provided advisory services ranging from long-term capital markets planning to, mergers and acquisitions, and asset-liability management strategies.
A graduate of Bradley University, Brian received his juris-doctorate degree from Northern Illinois University.
Erica is a Director in PwC's National Tax Services practice and is based out of the firm's Philadelphia office. Erica provides compliance and consulting services for various tax-exempt organizations including hospitals, universities, and pension trusts. Her annual compliance experience includes large hospital systems, large to mid-size universities, VEBAs and tax filing for trusts tax-exempt under IRC 401(a). Her consulting experience includes US and cross-border structuring, compliance with IRC section 501(r), assistance in resolving tax controversy, questions around unrelated business income, issues surrounding the private business use of tax exempt bonds, due diligence issues and FIN 48. She is also experienced in state unrelated business income tax issues.
She is also an adjunct professor at Villanova University School of Law's Graduate Tax Program where she teaches a course on Public Charities. Erica is a board member of Washington Memorial Heritage in Valley Forge, Pa. Erica received her undergraduate degree from Villanova University (cum laude). She obtained her Juris Doctor and LLM (Taxation) degrees Villanova University School of Law. Erica is a member of the Philadelphia and New Jersey Bar Association.
Steven Merahn, MD, is an experienced physician executive with a remarkably diverse career across almost the entire healthcare ecosystem, including clinical practice, public health, communications media and strategic marketing, publishing and healthcare information services, IT software and digital media, hospital and integrated delivery networks, health plans and accountable care. Dr. Merahn is a recognized thought leader in healthcare quality and performance management, population health management and systems-based practice, and is a vocal advocate for the value of the 'human-factor' in care delivery, clinical quality and health status improvement.
Currently chief medical officer for Centria Healthcare, a national provider home-based clinical health to medically complex and neurotypical patients, he began his career as a policy and program development specialist for the NYC Department and Health and subsequently spent over a decade working on health policy, strategic communications and information services. He went on to lead organizational transformation as the vice president and member of the operations leadership team at the Albert Einstein Healthcare Network in Philadelphia and served as senior vice president at Aetna’s ActiveHealth Management unit, where he was responsible for clinical integration programs and leading their efforts into accountable care and population health. Most recently he served as chief medical officer for US Medical Management, leading their transformation as a national primary care network into a highly successful accountable care organization.
Mark Meyer joined UT Southwestern Medical Center as the CFO for hospitals and clinics in November 2017. He served at Grady Health System in Atlanta, Georgia as executive vice president and CFO from 2012 to 2017. A graduate of Oklahoma State University, he has an extensive background in health care and health system finance. Previously, he served as the CFO for Presbyterian Hospital of Dallas, the flagship of the 14-hospital Texas Health Resources system based in Dallas and Fort Worth. Mark has also worked with the Methodist Health System in Dallas, where he served as CFO of Methodist Charlton Medical Center and later as vice president of financial services for the Methodist system.
Norman Mosrie serves as an Assurance Services Market Leader for the Western Mid-Atlantic market focusing in the areas of healthcare, not-for-profit and insurance. A certified healthcare financial professional, Norman has been involved with providing a wide variety of audit and business advisory services to clients, including audits, internal control reviews, agreed-upon procedures, and internal audit plan development and coordination.
Session: Accounting Update (June 24)
Susan K. Nelson is the executive vice president and chief financial officer for MedStar Health. MedStar Health is a $5.7 billion not-for-profit health system dedicated to caring for people in Maryland and the Washington, D.C., region, while advancing the practice of medicine through education, innovation and research. MedStar’s 30,000 associates, 6,000 affiliated physicians, 10 hospitals, ambulatory care and urgent care centers, and the MedStar Health Research Institute are recognized regionally and nationally for excellence in medical care.
She joined MedStar Health in 2005 as the vice president of Financial Operations bringing with her 15 years of experience in accounting and auditing. Since joining MedStar Health, she has held progressively responsible positions in Finance and most recently served as senior vice president of Finance. Prior to joining MedStar Health, she served as senior manager of Assurance and Advisory Business Services for EY where she managed assurance service and client relationships for not-for-profit healthcare systems.
Nelson holds a Bachelor of Science in business administration with a major in accounting from The Ohio State University. A certified public accountant, Nelson is also a member of the Maryland Association of Certified Public Accountants (MACPA), Association of International Certified Professional Accountants (AICPA) and the Healthcare Financial Management Association (HFMA).
Currently, Nelson serves on the finance committee for Chesapeake Regional Information System for Our Patients (CRISP), Maryland’s statewide health information exchange. She previously served on the board for the Greater Chesapeake Chapter of the Juvenile Diabetes Research Foundation, and as the chairman of the board of directors for the American Red Cross Blood Services Board of the Central Ohio Region.
As Director, Partner Relationships and Chief Partnership Executive at HFMA, Todd is responsible for developing and overseeing HFMA's partnership strategy with academic institutions, associations, and industry partners. Todd develops collaborative relationships across all sectors of the industry, for both HFMA members and non-members.
Ann Paul was appointed Chief Strategy Officer of St. John Health System in 2016. She joined St. John as Vice President in June of 2013 leading various population health management initiatives including development of the first Medicare Shared Savings Program Accountable Care Organization in Oklahoma. She graduated from Oral Roberts University, and holds a Master of Public Health degree and Doctor of Public Health degree from University of Oklahoma Hudson College of Public Health.
Brian Pauley, FSA, MAAA, is the chairperson of Initiative 18|11, a joint endeavor of the SOA and Kaiser Family Foundation with the goal of developing actionable projects intended to lower the cost of health care in the U.S.
As an active volunteer, he is also chairperson of the SOA’s Group and Health Advanced Education and Examination Committee, a member of the Nominating Committee and a member of the Group and Health Curriculum Committee.
Barbara has over 30 years’ experience in healthcare. The last 15 years have been focused on Compliance/HIPAA processes and programs. She currently is the VP/Chief Compliance Officer at Bergen New Bridge Medical Center, where she manages the Compliance/Privacy/Audit programs. Her programs emphasize transparency, training and monitoring in order to create a culture of compliance. Her focus is education of staff on regulations and procedures, detailed investigations of potential violations, monitoring of both state and federal regulations along with organizational policies and procedures. She began her career in the Revenue Cycle and has implemented and worked with a variety of IT systems, including installing privacy compliant Electronic Medical Records.
Barbara is certified from HealthCare Compliance Association and is a Fellow with Healthcare Financial Management Association, where she has held many leadership positions.
Marco Priolo is the Director of Business Development at Johns Hopkins Medicine where he manages cross-entity project teams that evaluate clinical development opportunities for the health system. Previously, Marco was a Senior Manager of Strategic Initiatives at Remedi Senior Care where he worked on various programmatic initiatives including financial planning for new customers, data warehouse planning, and the development of a customer pricing tool. He also served for four years a Senior Associate in Healthcare Advisory Services at KPMG. There he worked with health systems and community hospitals on strategic and financial planning engagements including major capital projects, hospital acquisitions, physician alignment strategies, and reimbursement planning.
Chas is one of the nation’s leading experts on health system strategy. An authority on healthcare transformation, he has served as a trusted advisor to health sector leaders for 20 years.
Chas frequently presents at policy, industry, and investor conferences, and is often cited by national media, including The Wall Street Journal, The New York Times, The Washington Post, Modern Healthcare, Health Affairs, and National Public Radio. Known for his ability to bring clarity and insight to complex topics, he is a highly sought-after keynote speaker, and has presented at hundreds of health system board meetings, executive retreats, and leadership conferences.
Chas earned his MBA from Stanford University. He also holds a master’s degree from Stanford, and a bachelor’s degrees in economics and foreign affairs from the University of Virginia.
Brad Royer is the Director, Product Management – Medicare at eSolutions Inc. Brad is passionate about helping simplify and automate complex revenue cycle processes. Prior to eSolutions, Brad spent 13 years working in dental industry as the Product Manager of Dentrix and its insurance suite of revenue cycle products.
Anita Samarth is CEO and Co-Founder of Clinovations Government + Health with more than 20 years of experience in the healthcare and technology industries. Anita brings extensive on-the-ground experience in implementation of EHR, HIE, PACS, and data analytics technologies in the health system, hospital, and ambulatory practice settings at over 100 organizations.
She is author of Interoperability for Dummies and the co-author of Electronic Health Records for Dummies (both from Wiley Publishing). She serves on the Board of Directors of Costs of Care, a non-profit focused on clinician-facing value transparency. She was honored by the Washington Business Journal with a 2013 Minority Business Leader Award and subsequently with a 2013 Women Who Mean Business Award.
Margaret Schuler is the System Vice President of Revenue Cycle for OhioHealth in Columbus, Ohio. She is responsible for the leadership and strategic direction of the revenue cycle operations for OhioHealth. She has direct responsibility for the annual collections of $4.3B in net revenue for the OhioHealth acute care hospitals, ambulatory services, employed providers and home care services. OhioHealth is a nine-time recipient of the HFMA MAP Award for performance excellence in revenue cycle. Margaret is a masters-prepared healthcare professional with over 20 years of experience in finance and revenue cycle management.
A member of HFMA since 1997, Margaret has served the Association as a member of the National Advisory Council for Revenue Cycle, the Large System Revenue Cycle Council and the MAP Keys Task Force. She has also served the Central Ohio Chapter as treasurer, secretary, president-elect, president and board member. She currently is on the HFMA National Board of Directors.
Margaret holds a Bachelor of Science degree in Business Administration and a Master of Business Administration degree, both from the University of Dayton in Dayton, Ohio.
Tim Shoger is a Senior Vice President of Kaufman Hall and a member of the firm’s Strategic and Financial Planning practice. With more than 25 years of healthcare provider and consulting experience, Mr. Shoger works with healthcare organizations nationwide to successfully address operational, financial, strategic, and business planning challenges. His responsibilities include development of sustainable market, service line, ambulatory, and alignment strategies for hospitals, health systems, and physicians. He also leads the firm’s Merger Integration services, working across the Mergers and Acquisitions and Strategic and Financial Planning practices to coordinate successful organizational transformation and integration efforts.
Dawn has more than 20 years of experience focused on providing services to healthcare organizations, including hospitals and health systems, senior living, and other healthcare related entities. As part of her role, she assists in the development of firm guidance, conducts engagement quality review for the firm’s healthcare clients, and consults on complex accounting and reporting issues for healthcare organizations.
Session: Accounting Update (June 24)
Moshe Starkman is a Senior Director at nThrive, specializing in value-based reimbursements with an emphasis on CMS' Quality Payment Program and bundled payments. He is an accomplished small business owner and popular public speaker. He has over 20 years of experience as a software architect and has developed solutions for several medical societies, the United States Postal Service, a team of former FBI investigators, and two leading presidential campaigns. Between his knowledge of the industry and his technology savvy, Moshe is a sought-after leader in the transition to value-driven health care throughout the U.S.
Jeremy Stewart MBA, CHFP is a Decision Support leader in the financial sector of the hospital & health care industry. He has over 12 years’ experience in healthcare finance, including roles in general accounting, budgeting, data analytics, reimbursement analytics, decision support, and cost accounting. His experience includes partnering with hospital executives and clinicians to improve clinical and financial outcomes through the appropriate and effective use of data/technology and decision support services.
Rhonda Stewart is a transformation sensei at Virginia Mason Institute. At organizations worldwide, she leads health care leaders to build a lean culture and coaches them to set up a solid infrastructure to support lean implementation and organizational learning — always with a focus on patients.
Tom brings a decade of experience in the healthcare industry to Adobe, as well as extensive experience in digital transformation. Tom’s role at Adobe includes positioning Adobe in the health and life sciences marketplace, providing thought leadership, enabling the field, and evangelizing the importance of transforming how consumers engage healthcare.
Karen Testman was named CFO of the corporation in 2013. MemorialCare Health System is a $2.5 Billion integrated health system with over 220 sites of care including 4 hospitals, 35 freestanding imaging centers, 9 freestanding ASCs, 13 dialysis centers, a medical group, IPA and health plan collectively managing 250,000 at-risk lives, serving South Los Angeles and Orange Counties. She has more than 30 years of experience in healthcare finance.
Prior to her current position and for the past 9 years, she served as SVP of Financial Operations for the Corporation responsible for overseeing financial operations and various system wide consolidated functions including Decision Support, Budgeting, Government Reimbursement, Materials Management/Purchasing, Patient Financial Services, Accounting and Financial Reporting. She joined the Health System in 1998 and initially held positions as the Chief Financial Officer of Orange Coast Memorial and Saddleback Memorial Hospitals. Prior to joining MemorialCare she was the Regional Director of Finance for Catholic Healthcare West’s (now Dignity) Southern California region. She spent the first five years of her finance career in public accounting as an auditor for Arthur Andersen & Co. focusing on health care clients and began her career in healthcare as a Registered Nurse.
She received her nursing degree from Loma Linda University and her Bachelor of Business Administration degree in Accounting from Loma Linda University – La Sierra Campus.
Kelly Thornton is the associate vice president of revenue cycle operations for UT Southwestern Medical Center in Dallas, Texas. Partnering with UT Southwestern leaders, her responsibilities include development and execution of an optimal revenue cycle operation centered on the patient experience.
Kelly began her career as the director of managed care at a 237-bed hospital. She joined Healthlink/IBM in 1996. She served as a revenue cycle consultant focused on revenue cycle optimization and Epic implementations until 2012 when she joined UT Southwestern. Kelly oversees patient access as well as the facility and professional billing operations at UT Southwestern Medical Center.
Kelly holds a Bachelor of Science degree in hospital administration from Northeastern State University and a Master’s degree in business administration from the University of Texas at Dallas Naveen Jindal School of Management.
As the Administrator of the Centers for Medicare & Medicaid Services, Seema Verma oversees a $1 trillion budget, representing 26% of the total federal budget, and administers health coverage programs for more than 130 million Americans. She was nominated by President Trump on November 29, 2016 – the seventh nomination by the President-elect – and confirmed by the U.S. Senate on March 13, 2017.
This year, the Administrator has set a bold agenda to empower patients and transform the healthcare system to deliver better value and results for patients through competition and innovation. CMS will focus all of its efforts on 16 strategic initiatives across Medicare, Medicaid, and the Exchanges to move the healthcare delivery system toward value.
Deborah Visconi is a highly accomplished, innovative, visionary Latina leader with more than 30 years healthcare experience. Deborah has spent her extensive professional career in healthcare. She began as a phlebotomist caring for patients in a NYC public hospital, then became a microbiology technologist, and steadily worked her way through senior leadership roles culminating with her current appointment as president and CEO of the largest hospital in New Jersey. Deborah leads a diverse team of seasoned executives, oversees the day-to-day operations of Bergen New Bridge Medical Center, and has been well connected to her local community in Bergen County for over 25 years.
Rick Wagers has more than 40 years of professional experience in healthcare finance and worked at Vanderbilt University Medical Center in Nashville for many years. Rick held the positions of Director of Financial Management, Vice President, and most recently, Senior Vice President and CFO at Vanderbilt. He earned his Masters of Business Administration – Finance at Middle Tennessee State University in Murfreesboro, Tennessee and undergraduate degree in accounting at Ball State University in Indiana.
Venson Wallin is a Managing Director in BDO Consulting LLC and is the National Healthcare Compliance and Regulatory Leader for the BDO Healthcare Center of Excellence & Innovation. He has over 33 years of experience in the healthcare industry. He has assisted academic medical centers, hospitals and health systems, physician groups, continuing care retirement communities, and nursing homes by advising them on enhancements to their financial and operational systems as well as providing assurance on their financial statements and internal controls in accordance with regulatory requirements.
Jessica Whitten brought eleven years of surgical practice management to her position at Nashville Hip Institute (NHI).
At NHI, her financial, reimbursement and HR management skills are strengthening the infra-structure—all with an eye to improving the bottom-line. Jessica initiated a more streamlined process for collecting surgical deposits, co-pays and prior balances. She is a patient coach and teacher.
Jessica is an AAPC certified coder and Physician Practice Manager. She is a member of the Tennessee MGMA, AAOE, AAPC, and MGMA.
Jonathan Wiik has 25 years of healthcare experience in acute care, health IT and insurance settings. He started his career as a hospital transporter and held various roles (clinical operations, patient access, billing, case management and more) at a large, not-for-profit, acute care hospital, before serving as the hospital’s chief revenue officer. He also served in various roles at a prominent commercial payer. His cumulative expertise gives him vast knowledge of — and keen insight into — the inner workings of the revenue cycle across the continuum of care. He currently serves as a Principal of Healthcare Strategy at TransUnion Healthcare.
Melanie currently serves as Vice President of Revenue Cycle at Essentia Health, joining the organization in 2018. Prior, she was Vice President at Conifer Health Solutions. Melanie also held roles as Senior Director of Onsite Patient Access and Vice President of Revenue Cycle at Novant Health for 8 years. She has also served in management and accounting positions at BearingPoint and NCO Financial Systems.
Melanie received her Master of Business Administration degree with a specialization in Healthcare Administration and Management from The University of South Dakota and her Bachelor of Science in Accounting degree from North Georgia College and State University.
Jeannette Wood is Vice President of Revenue Cycle Management (RCM) at Privia Health. Jeannette has extensive experience in RCM in both the physician and hospital sectors. She is skilled in Medical Billing, Strategic Planning, Healthcare Business Process Improvement, Business Development, and Compliance. At Privia, Jeannette oversees all RCM functions including Revenue Integrity, Credentialing, and AR Management.
Jami Youmans is an investor and entrepreneur focused on the health system and provider markets. Her 15 year career in healthcare has spanned health system leadership roles, founding and building two healthcare consultancies, and forming a strategic venture fund. As a co-founder and managing partner of HealthEco, Jami ensures portfolio companies achieve scalable market adoption and realize the targeted impacts for HealthEco partners. Additionally, Jami leads the HealthEco partnership with HFMA and is a venture partner with Grayhawk Capital, a seasoned investment organization with more than $500M in assets under management.
After twelve years at the American Medical Association, Karen opened her firm as a “solo practice” in 1985. Today, the team includes more than 25 consultants and staff with skills in management, coding and reimbursement, marketing, technology, financial management, clinical operations, and patient care.
Karen has a B.S. in Journalism from the University of Kansas. She is a board member of the English Speaking Union, Chicago Branch and has served on the board of a Chicago hospital.