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2014 SHSMD EXECUTIVE DIALOGUE
JOIN YOUR SENIOR-LEVEL COLLEAGUES FOR SHSMD’S EXCLUSIVE
2014 SHSMD EXECUTIVE DIALOGUE
Healthcare’s New Shorelines of Opportunity
May 28—29, 2014
Conrad Chicago Hotel
Chicago, IL
SHSMD—the premier organization for healthcare strategy professionals—again presents an
exclusive opportunity for senior executives. In today’s world of high value, accessibility, and
reconfigured financial models, strategy leaders need to guide their organizations in making the
right choices to thrive.
Join your colleagues in an exploration of emerging opportunities. Thought leaders specifically
selected by senior strategy professionals will highlight new knowledge, case examples, and
recommended strategies for driving growth in an era of expanded metrics. Participants, led by
an executive facilitator, will engage in rich discussions on the issues you and your colleagues are
facing in 2014 and beyond. Whether your organization is strategizing on price transparency,
physician integration, public and private exchanges, new market entrants, population
management, or the rapidly changing patient experience, you will find the answers at this event.
The Society for Healthcare Strategy and Market Development (SHSMD) is authorized to award up to 8.5 hours of pre-approved
ACHE Qualified Education credit (non ACHE) for this program toward advancement, or recertification in the American College
of Healthcare Executives.
Sponsored by Pershing Yoakley & Associates, P.C.
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This two-day program is designed to combine new knowledge sharing from thought leaders with
intense dialogue from senior executive participants.
PARTICIPANTS AT THE 2013 SHSMD EXECUTIVE DIALOGUE HAD THIS TO SAY:
“The rich dialogue among participants and presenters
created a very relaxed ‘workshop’ feel. It was almost
as if the group had been assembled to wrestle
with the industry’s most weighty issues and craft
strategies for a ‘client,’ which was actually all of our
organizations. It was like being part of an all-star
consulting team on a very important assignment.”
“The Executive Dialogue provided a dynamic exchange
of ideas and insights into how marketing and planning
professionals can be integrally involved as change
agents in their organizations. The environment of
collaborative dialogue was stimulating and inspiring.”
THE 2014 SHSMD EXECUTIVE DIALOGUE WILL
FOCUS ON THE FOLLOWING STRATEGIC ISSUES
THE NEW WORLD OF HEALTH EXCHANGES
Exchanges are creating a sea change in the way health insurance is sold and delivered in the US, both to
consumers and employers. Gain insights on the impact of private and public exchanges for insurers and
providers—including considerations for participating in them, what can be learned from mature exchanges
that have been operating in the Medicare space for years, and how exchanges are changing expectations and
empowering consumers and employers alike.
PHYSICIAN INTEGRATION
Everyone is talking about aligning doctors for improved performance, but few have been successful managing
the complexity involved in bringing together employed and private-practice physicians to achieve better quality,
lower costs, and an environment of collaboration and accountability. Dialogue participants will hear about a
Memorial Hermann case study and engage in discussion around overcoming some of the most complex issues
and biggest challenges involved in forming clinically integrated networks. Learn how to develop and use these
networks to succeed in an accountable care environment where managing population health, rather than treating
episodic illness, will be the metric for success.
ADVANCING EVIDENCE-BASED PRACTICE AND PRICE TRANSPARENCY
You’ve heard that, in this new era of health reform, the consumer will be driving care decision-making, but what
exactly does that mean and what do you need to do to prepare? Participants will focus on two critical success factors: innovations that seek to reduce healthcare costs as a consequence of improving adherence to evidence-based
practice and pricing strategies that are fundamental to your health system’s ability to compete in this new era. When
patients come armed with guidelines based on the most current science and comparative prices for alternative treatments and competing providers, the game is destined to change. Discuss and debate with your peers how to drive
process, product, and pricing innovation in a retail-like environment. This program promises to provide inspiration on
how healthcare leaders must “wake up and smell the coffee!”
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2014 SHSMD EXECUTIVE DIALOGUE
SPEAKERS
BRYCE WILLIAMS
Managing Director, Exchange Solutions, Towers Watson
Bryce Williams is managing director of Towers Watson’s exchange solutions business
segment. Towers Watson operates the nation’s largest private Medicare health insurance
exchange and offers exchange solutions for all workforce populations, including parttime and full-time employees and retirees. These solutions connect employer clients and
customers to value with improved choice, expert advice in the decision-making process,
and better control over their health benefits.
Mr. Williams was CEO and founder of Extend Health before its acquisition by Towers Watson. He has also served
as the senior vice president of marketing and business development at eHealth, Inc., director of development for
OnCare, vice president and general counsel for Advance Paradigm, and corporate transactions attorney at Jones,
Day, Reavis and Pogue.
In 2011, Mr. Williams was the Ernst & Young Entrepreneur Of The Year™ for Northern California in the business
services category. Under his leadership, Extend Health was ranked no. 94 on Inc. magazine’s 2010 Inc. 500, a
prestigious list of the fastest-growing privately held companies in the United States.
Mr. Williams received his law degree from The National Law Center at George Washington University and
graduated from Baylor University.
CURT THORNE
President and Chief Executive Officer, MedSolutions
Curt Thorne joined MedSolutions in 1998 and has led efforts by the company to deliver
a diversified portfolio of medical cost management products and services that are
designed to eliminate inconsistent care and waste, while improving patient outcomes
and quality of life. He has responsibility for overall corporate strategy, operations, and
business development. As the leader of 1,200 employees, he devotes his energies to
attracting and retaining top talent to operate a growing enterprise, driving product and
process innovation, and to building a culture that supports the ideals that underpin the company’s commitment
to reducing healthcare costs as a consequence of improving quality. Prior to joining MedSolutions, Mr. Thorne
served as president and chief operating officer of a California-based specialty physician management company.
He also served in senior management positions with Aetna Health plans, The Travelers, and Cigna. For each of
these leading managed care companies, he led the development and operation of nationwide pharmacy benefit
management companies, serving as general manager, chief operating officer, and president. Mr. Thorne earned
his Master of Business Administration from the Babcock School of Management at Wake Forest University and a
bachelor’s degree in chemistry from the University of North Carolina.
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SPEAKERS (continued)
D. KEITH FERNANDEZ, MD
President and Physician-in-Chief, MHMD
Chief Medical Officer, Memorial Hermann ACO
Dr. D. Keith Fernandez is president and physician-in-chief of MHMD, the Memorial
Hermann Physician Network, and chief medical officer of the Memorial Hermann
Accountable Care Organization. MHMD is one of the largest clinically integrated
physician organizations in Texas, with more than 3,500 physician members throughout
the greater Houston region.
Dr. Fernandez has been a member of MHMD for 20 years and served as a director and chairman of the
board immediately prior to his current role. He chairs the clinical programs committee, with 27 specialty and
subspecialty committees that provide governance for quality, safety, and cost efficiency for MHMD and MHHS.
Under his stewardship, the MHMD Compact was developed, which has successfully guided the daily interaction
between management and physicians of his organization for the past five years. Over the last several years, the
Advanced Primary Care Practices (patient centered medical homes) of MHMD have grown to 300 primary care
physicians with embedded care managers, health coaches, and social workers and a clinic-based palliative care
network. Ninety percent of the physicians in MHMD are in private practice.
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2014 SHSMD EXECUTIVE DIALOGUE
FACILITATOR
BURL STAMP, FACHE
Burl Stamp, FACHE, is a principal in the healthcare consulting group of Pershing
Yoakley & Associates, where his practice focuses on strategy and performance
improvement for hospitals, physician groups, and health systems.
Mr. Stamp’s expertise spans both strategic and operational disciplines within healthcare.
As an experienced and sought-after facilitator, he has led dozens of strategy and
operational improvement sessions for organizations ranging from physician practices to
major academic medical centers, with participants ranging from boards of directors and
physicians to frontline hospital staff. He draws from both backgrounds as a health system senior executive and as
a seasoned consultant.
Prior to launching his consulting practice, Mr. Stamp served several leading healthcare organizations in leadership
roles. As president and CEO of Phoenix Children’s Hospital, he led development and construction of Arizona’s
first comprehensive, freestanding healthcare campus dedicated to pediatrics. As an executive with St. Louis
Children’s Hospital and BJC HealthCare, he led pediatric clinical service line planning and development and
started the highly successful Answer Line that provides reliable, accessible health advice to families.
Mr. Stamp holds a Master of Business Administration from Washington University in St. Louis and a Bachelor
of Science in business administration from Southeast Missouri State University. He is a Fellow of the American
College of Healthcare Executives, Board of Directors member and frequent faculty member for the Society
for Healthcare Strategy and Market Development of the American Hospital Association, and the author of The
Healing Art of Communication—a healthcare professional’s guide to improving communication with patients,
families, physicians, and one another.
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PROGRAM SCHEDULE
WEDNESDAY, MAY 28
9:30 a.m. Registration and Check-In
10:00 a.m. Welcome and Program Overview
10:15 a.m. The New World of Health Exchanges
11:15 a.m. Dialogue I
12:15 p.m. Lunch
1:30 p.m. Physician Integration
2:30 p.m. Dialogue II
3:30 p.m. Break
4:00 p.m. Summary of the Day
4:30 p.m. Adjournment
4:30 p.m. Dialogue Reception
THURSDAY, MAY 29
7:00 a.m. Breakfast
8:00 a.m. Overview of the Day
8:15 a.m. Advancing Evidence-Based Practice and Price Transparency
9:15 a.m. Dialogue III
10:15 a.m. Break
10:30 a.m. Facilitated Small Group Discussions on Key Issues
11:30 a.m. Summary and Wrap-Up
12:00 p.m. Adjournment/Lunch
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2014 SHSMD EXECUTIVE DIALOGUE
WHO SHOULD ATTEND
• Senior-level executives with responsibility for at least one of the following functions in hospitals and health
systems: business development, marketing, physician strategy, planning, and public relations/communications
• Strategy executives who are members of their organizations’ senior management teams or executive
management teams
• Strategy consultants to senior managers and C-suite executives in hospitals and health systems
• Senior management teams composed of CEOs, COOs, CFOs, CMOs, and chief strategy executives
LEARNING OBJECTIVES
• Critically consider major potential changes in healthcare during the next five years and explore their
implications for healthcare strategy professionals.
• Examine in-depth significant organizational imperatives in healthcare organizations of the future and how
business development, marketing, physician strategy, planning, and public relations/communications can play a
role in effectively addressing these needs.
• Through open dialogue with recognized leaders and experts, along with fellow senior-level professionals, gain
new insights into the expertise and approaches that will lead to personal and organizational success.
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REGISTRATION / HOTEL
REGISTRATION
Applications will be accepted in the order they are received. Because the SHSMD Executive Dialogue is designed to provide participants with
extensive opportunities for discussion with speakers and peer-to-peer exchanges with colleagues, registration will be limited to 50 attendees.
FEES
SHSMD members enjoy a reduced rate of $1,150; the nonmember rate is $1,450. The rate for joining members is $1,350 and includes a
one-year SHSMD membership at a discounted rate of $200, a $35 savings. Registration includes all meeting materials, one breakfast,
one lunch, and one evening reception.
HOTEL
The Conrad Chicago
521 North Rush Street
For reservations call:
Chicago, IL 60611
312.645.1500800.HILTONS
Or online at: http://conradhotels3.hilton.com
Use Reservation Code: AHOS
$205 single/double (plus applicable taxes)
RESERVATION CUT-OFF DATE: MAY 7, 2014
Reservation requests received after this date will be accepted at the group rate based on availability. Paid registration for the SHSMD
Executive Dialogue does not guarantee a hotel reservation at the Conrad or at the special meeting rate. Be sure to ask for the special room
rate using Reservation Code: AHOS. Rooms at this rate are subject to availability and will be reserved on a first-come, first-served basis.
SPECIAL ASSISTANCE
The American Hospital Association wishes to ensure that no individual with a disability is excluded, denied services, segregated, or
otherwise treated differently from other individuals because of the absence of auxiliary aids and services as identified in the Americans
with Disabilities Act. Should you require special assistance, please contact SHSMD at 312.422.3888 or [email protected].
RESTRICTION
By their registration, program participants agree to refrain from marketing products or services during the course of this program.
CONFIRMATION POLICY
All paid registrations will be confirmed via e-mail (please be sure to provide an e-mail address). Please call SHSMD at 312.422.3888 if
you do not receive a confirmation notice.
ACHE QUALIFED EDUCATION CREDIT
The Society for Healthcare Strategy and Market Development (SHSMD) is authorized to award up to 8.5 hours of pre-approved ACHE Qualified
Education credit (non ACHE) for this program toward advancement, or recertification in the American College of Healthcare Executives.
NOTICE
SHSMD reserves the right to cancel or reschedule the program and to close registration when programs are oversubscribed or other unforeseen
circumstances and cannot be held liable for any travel expenses incurred. For these reasons, registrants are advised against purchasing nonrefundable
airline tickets.
CANCELLATION POLICY
SHSMD reserves the right to cancel or reschedule the SHSMD Executive Dialogue or individual sessions due to unforeseen circumstances.
Registration fees, less a $150 cancellation fee, are refundable if written notice is received by April 25, 2014. Cancellations of unpaid registrations also
are subject to the $150 cancellation fee. After April 25, all fees/credits toward the conference are forfeited. Please direct written cancellation requests
to SHSMD-American Hospital Association, Attention: Sharon Warren, 155 North Wacker Drive, Suite 400, Chicago, IL 60606; alternatively, fax
your cancellation request to 312.278.0883, or e-mail it to [email protected]. Cancellations will be acknowledged within five business days. If you do not
receive an acknowledgment that we have received your cancellation, please call 312.422.3888. (SHSMD will not refund any fees for cancellations that
have not been acknowledged in writing by April 25, 2014. Please be sure to confirm your cancellation in order to receive a refund.) Please note that all
refunds will be made to the payer only. No exceptions. You are encouraged to send a substitute if you cannot attend.
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Register online at www.shsmd.org/executivedialogue
REGISTRATION FORM AHA EVENT CODE 309ED0514
2014 SHSMD Executive Dialogue: Healthcare’s New Shorelines of Opportunity
May 28—29, 2014
Conrad Chicago Hotel
Chicago, IL
Full Name Title
Organization
Mailing Address
City/State/Zip
Phone Number
E-mail Address
REGISTRATION FEES
Member rate: $1,150
SHSMD Membership ID Number
J oining member rate: $1,350— includes one-year SHSMD membership,
a membership cost savings of $35, normally $235 per year
Nonmember rate: $1,450
PAYMENT INFORMATION
Total:
Please charge my: Visa
MasterCard
American Express
Credit card number
Expiration date
Cardholder name as it appears on card
Cardholder’s signature
Check or money order is enclosed made payable to SHSMD/AHA
Note: The registrant listed above must be the person participating in the program. Please contact SHSMD at [email protected] or
312.422.3888 if you wish to make a substitution.
• If paying by credit card, please fax your completed registration form to 312.422.3609.
• If paying by check, please fax completed order form to 312.278.0883, then mail your check and a copy of
your registration form to SHSMD / AHA | PMGs | PO Box 75315, Chicago, IL 60675-5315.
• Please contact SHSMD at [email protected] or 312.422.3888 for a W-9.
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PLANNING COMMITTEE
The SHSMD Board and staff wish to thank the 2013 Executive Strategies Task Force for the planning of this event.
Christine Gallery (Chair)
Vice President, Planning & Market Development
Emerson Hospital
Laura Lee Jones
Owner. CEO
LionShare Marketing
Burl Stamp (Board Representative)
Principal, PYA
Martin Kleinbart
Chief Strategy Officer
Citrus Valley Health Partners
Monica Doyle
Vice President Strategy & Marketing Development
Thomas Jefferson University Hospital
Ryan Gish
Managing Director
Kaufman, Hall & Associates, Inc.
Rose Glenn
Senior Vice President, Communications & Chief
Marketing Officer
Henry Ford Health System
Lyle Green, FACHE, FHMSS
Associate Vice President, Physician Relations and
Referral Development
The University of Texas: MD Anderson Cancer Center
Steve Lefar
President
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Michael Slusarz
Vice President, Marketing and PR
Barnabas Health
Jennifer Wilkerson
Vice President, Strategic and Business Planning,
Baltimore Region
MedStar Health
William Vanaskie
Executive Vice President and Chief Operating Officer
Maricopa Integrated Health System
Maureen Halligan
Vice President Strategic Planning
Scott and White Healthcare
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2014 SHSMD EXECUTIVE DIALOGUE
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