CURRICULUM VITAE BRUCE W. SHERMAN, MD, FCCP, FACOEM

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1 CURRICULUM VITAE BRUCE W. SHERMAN, MD, FCCP, FACOEM CURRENT POSITIONS: Health Management Consultant Consulting Corporate Medical Director Wal-Mart Stores, Inc. Bentonville, AR Medical Director Employers Health Coalition North Canton, OH Assistant Clinical Professor Department of Medicine Case Western Reserve University School of Medicine Cleveland, OH ADDRESS: EDUCATION: 3175 Belvoir Boulevard Shaker Heights, Ohio tel: (216) fax: (216) Brown University, Providence, RI Sc. B. Honors, Aquatic Biology Harvard University, Boston, MA M.A., Biology New York University School of Medicine, New York, NY M.D. POST-GRADUATE TRAINING: Internship and residency: Internal Medicine University Hospitals of Cleveland, Cleveland, OH Fellowship: Pulmonary and Critical Care Medicine University Hospitals of Cleveland, Cleveland, OH Physician Executive Institute Part I, Weatherhead School of Management Case Western Reserve University MEDICAL LICENSURE: Ohio Medical License #

2 Page 2 CERTIFICATION: Diplomate, American Board of Internal Medicine Certificate # PROFESSIONAL SOCIETIES AND ORGANIZATIONS: Sigma Xi Society Alpha Omega Alpha 2001 Integrated Benefits Institute Board of Directors, 2007-present Executive Committee, 2010-present Vice President, 2010-president 2002 American College of Occupational and Environmental Medicine Secretary, Corporate Medicine Section, Vice President, Corporate Medicine Section, Chair, Corporate Medicine Section, Member, Health & Productivity and Corporate Medicine Sections 2006 National Business Coalition on Health Member, Education and Research Committee Pharmacy Quality Alliance Board of Directors, Member, Research Coordinating Council, Patient-Centered Primary Care Collaborative Co-Chair, Center for Employer Engagement, Executive Committee, Cabinet member, Center for Employer / Purchaser Engagement, present 2009 Center for Health Value Innovation Board of Advisors, Consulting Medical Director, EMPLOYMENT/SIGNIFICANT CONSULTING: Consulting Corporate Medical Director Whirlpool Corporation, Benton Harbor, MI Medical Director, Global Services (Consultant) The Goodyear Tire & Rubber Company, Akron, OH Vice President, Clinical Operations Whole Health Management, Cleveland, OH Vice President, Medical Affairs Whole Health Management, Cleveland, Ohio 1999 Director, Clinical Quality Services PHS Hospital System, PHS-Mt. Sinai Medical Center, Cleveland, Ohio

3 Page Staff Physician, Mt. Sinai Medical Center Director, Medical Intensive Care Unit Co-Director, Sleep Laboratory Co-Chair, Hospital-wide Quality Improvement Committee The Mt. Sinai Medical Center, Cleveland, Ohio Flight Physician University AirCare University Hospitals of Cleveland, Cleveland, OH Staff Physician Department of Emergency Medicine University Hospitals of Cleveland, Cleveland, OH Medical Command Physician Cleveland Emergency Medical Services Cleveland Heights Emergency Medical Services, Cleveland, OH HONORS AND AWARDS: Brown University graduate magna cum laude National Institutes of Health Training Grant Award, Harvard University New York State Regents Scholarship Charles Wolf Scholarship, New York University National Institutes of Health Summer Research Fellowship Alpha Omega Alpha, New York University School of Medicine Fellow, American College of Chest Physicians Fellow, American College of Occupational and Environmental Medicine Fellow, Center for Health Value Innovation PUBLICATIONS: PAPERS: 1. Goldstein L, Boylan J, Sherman B. Sodium-dependent transport of B-alanine by erythrocytes from skates (R. erinacea) acclimated to normal and dilute sea water. Bull Mt Desert Island Biol Lab 1976;16: Schmidt-Nielsen B, Rumrich G, Sherman B, Lacy ER. The function of the renal pelvis in the hamster. Bull Mt Desert Island Biol Lab 1977;17: Schmidt-Nielsen B, Churchill M, Sherman B, Graves B, Reinking L. Urinary renal pelvic fluxes of urine. Bull Mt Desert Island Biol Lab 1978;18: Rose R, Mason D, Sherman B, MacKnight ADC. Ions and water in isolated rabbit colon epithelium. Federation Proceedings 1981;40: DiBona DR, Sherman B, Bobrycki V, Mills JW, MacKnight ADC. Structural responses to voltage clamping in the toad urinary bladder. II: Granular cells and the natriferic action of vasopressin.

4 Page 4 Journal Membrane Biol 1981;60: James M, Sherman B, Fisher S, Bend JR. Benzo (a) pyrene metabolism in reconstituted monoxygenase systems containing cytochrome P450 reductase from pig liver. Bull Mt Desert Island Biol Lab 1982;22: Sloop TC, Sherman B, Fisher S, Lucier G. High affinity estrogen binding in cytosol of winter flounder liver. Bull Mt Desert Island Biol Lab 1982;22:64 8. Fisher S, Sherman B, Foureman G, Bend JR. Benzo (a) pyrene hydroxylase and 7-ethoxyresorufin-- O-deethylase activities in several fish from Maine: Evidence that the hepatic monoxygenase system of only a few species is induced by exposure to environmental polycyclic hydrocarbons. Bull Mt Desert Island Biol Lab 1982;22: MacKnight ADC, Mason DR, Rose RC, Sherman BW. Ions and water in the epithelial cells of rabbit descending colon. J Physiology 1982;333: Sherman B, Sloop TC, Lucier G. Cytosolic steroid receptors in winter flounder liver. Bull Mt Desert Island Biol Lab 1983; Sherman BW, Rutherford WF. Thrombolytic therapy for acute pulmonary embolism. West J Med 1989;151: Ziegler EJ, Fisher CJ, Sprung CL, et al and the HA-lA Sepsis Study Group (incl. B Sherman). Treatment of gram negative bacteremia and septic shock with HA-lA human monoclonal antibody against endotoxin: A randomized double-blind placebo controlled trial. NEJM 1991;324: Panacek EA, Singer A, Sherman BW, Prescott A, Rutherford WF. Spontaneous pneumomediastinum: Clinical characteristics and natural history. Ann Emerg Med 1992;21: Sherman BW, McNamara MP, Shen S-J. Inadvertent arterial administration of parenteral hyperalimentation solution resulting in generalized seizure activity. JPEN 1992;16: Anton AH, Sherman BW, Lina AA, and Acheson LA. An atrial pheochromocytoma-induced hypertensive crisis resistant to nitroprusside. Int J Clin Pharm Therapy Tox. 1993;31: Quinn P, Sherman BW, Tavill A. Terbutaline-induced hepatotoxicity in pregnancy. Am J Gastroenterology 1994;89: McCloskey RV, Straube RC, Sanders C, et al (including Sherman BW). Treatment of septic shock with human monoclonal antibody HA-1A. Ann Int Med. 1994;121: Sherman BW, Munger M, Panacek EA, et al. High dose versus standard dose epinephrine treatment of cardiac arrest following failure of standard therapy. Pharmacotherapy. 1997;17: Sherman B, Nisenboum JM, Jesberger B, Morrow C, Jesberger J. Assessment of dysphagia with the use of pulse oximetry. Dysphagia, 1999;14:

5 Page Plouffe J, Schwartz D, Kolokathis A, Sherman B, et al. Intravenous Azithromycin in hospitalized patients with community-acquired pneumonia. Antimicrob Agents Chemother 2000;44: Gallagher J, Sherman B, Munger M, et al. A Multicenter, Open-label, Prospective, Randomized, Dose-ranging Pharmacokinetic Study of the Anti-TNF- Antibody Afelimomab in Patients with Sepsis Syndrome. Intensive Care Med. 2001;27(7): Sherman B. Worksite health promotion: A critical investment. Disease Mgmt & Health Outcomes 2002;10(2): Sherman B, Quinn N. Using the stages of change model to motivate patient behavior change and compliance. Occupational Medicine Clinical Care Update, 2002;8: Hummer J, Sherman B, Quinn N. Present and unaccounted for. Occup Health Safety 2002;71:40-2, 44, Sherman B. Beyond flu vaccines making the case for worksite health care. Health & Prod. Mgmt. 2003;2: Sherman B, McDonald A. Worksite health care an integral component of a strategic work/life benefit plan. Work/Life Matters, Spring, Hornsby A, Sherman B. Link work/life benefits to healthcare bottom line. Work/Life Today 2004;8: Sherman B. Integrated health and productivity management. The Self-Insurer. August, 2004; Sherman B. Work-life balance as a key component of an integrated HPM strategy. Health & Prod. Mgmt. 2004;3: Sherman B, O Shea S. Recognizing and managing medically unnecessary disability. The Self-Insurer. September, 2004: Sherman B. Shift work sleep disorder. Occupational Medicine Clinical Care Update. September, Sherman B, Strohl KP. Management of shift work sleep disorder: Alice in Wonderland redux? JOEM. 2004;46: Sherman B. Worksite healthcare its role in controlling medical costs and improving employee productivity. The Self Insurer. December, 2004:2,3, Sherman B. Worksite healthcare in the era of consumer-defined health plans. Health & Prod. Mgmt. 2005;4: Sherman B. Can primary care succeed in the workplace? Visions (NAOHP publication). January-

6 Page 6 February, Sherman B, Foulke J. Comprehensive Workforce Health Management Not a Cost, But a Strategic Advantage. Employment Relations Today. 2005;32: Sherman B. Are All Evidence-Based Guidelines Created Equal? Texas Workers Compensation Update Sherman B. Health and Productivity Management as a Business Strategy Broadening the Value of Workforce Performance Management. Workforce Performance Solutions. May, Accessed at: 39. Sherman B. The Utilization Management Knowledgebase: A Means to Improve Healthcare Quality. Occupational Medicine Clinical Care Update. August 14, Sherman B, Cooper N. Occupational Health Services Broadening the Value Proposition of HR Outsourcing. HRO Today. October, Sherman B, Click, E. The role of the occupational health nurse in the era of consumer-defined health plans. AAOHN Journal. 2007;55: Frazee SG, Sherman BW, Fabius RJ, Ryan P, Davis J. Leveraging the trusted clinician: increasing retention in disease management through integrated program delivery. Popul Health Manag. 2008;11: Sherman B, Frazee SG, Fabius RJ, et al. Impact of workplace health services on adherence to chronic medications. Am J Manag Care. 2009;15:e53-e Fendrick, AM, Sherman B, White D. Aligning Incentives and Systems: Promoting Synergy Between Value-Based Insurance Design and the Patient Centered Medical Home. Patient Centered Primary Care Collaborative. Washington, DC, Sherman BW. Worksite clinics and the patient-centered medical home: competition or peaceful coexistence? Am J Manag Care, 2010;16: Sherman BW, Webber A, McSwain CA. Employer perspectives on the medical home. Med Care Res Rev, 2010;67: Nayer C, Sherman BW, Mahoney J. Outcomes-based contracting: The value-based approach for optimal health with chiropractic services. Center for Health Value Innovation Nayer C, Sherman BW, Jacobs M, Curran PA. Expanding the value-based design continuum: Focus on minimally invasive procedures. Center for Health Value Innovation Sherman BW, McKinney K. The Employer s Role in Employee Health Engagement, in Health IT in the

7 Page 7 Patient-Centered Medical Home. Patient Centered Primary Care Collaborative. Washington, DC, Sherman BW, Sekili A, Thuppal S, Rausch C. Physician-related variations in medication adherence among diabetes patients an unappreciated opportunity to improve quality of care. Am J Manag Care, 2011;17(11): Patwardhan A, Davis J, Murphy P, Khandelwal N, Sherman B, Manfred J. Face-to-face matters: the impact of 90-day prescriptions on adherence at workplace pharmacies compared to traditional mail order. Pop Hlth Manag, 2011;14(6): Sherman BW, Parry, T, Hanson J. Understanding value: employer metrics for patient centered medical home program evaluation. Patient Centered Primary Care Collaborative. Washington, DC Sherman BW, Behling C. An employer s dilemma: Integrating existing population health management programs with new healthcare delivery models. Pop Hlth Manag, 2011;14: Sherman BW, Nikka D. A new wellness intervention that can increase cancer screening rates for employers. Corporate Wellness Magazine, June, 2011, pp Parry T, Sherman B. Accountable care and medical home can empower employers to make measurable improvements in workforce health management. Pop Hlth Manag, 2012;15(2): Sherman BW, Fabius RJ. Quantifying the value of worksite clinic non-occupational health care services: A critical analysis and review of the literature. J Occ Env Med, 2012;54: McLellan RK, Sherman BW, Loeppke RR, McKenzie J, Mueller KL, Yarborough CM, Grundy P, Benner D, Larson P. Optimizing Health Care Delivery by Integrating Workplaces, Homes, and Communities: How Occupational and Environmental Medicine Can Serve as a Vital Connecting Link Between Accountable Care Organizations and the Patient-Centered Medical Home. J Occ Env Med, 2012;54: Employers and PCMH A Call to Action. Medical Home News, March, Cori L. Ofstead CL, Sherman BW, Wetzler HP, Dirlam Langlay AM, Mueller NJ, Ward JM, Ritter DR, Poland GA. Effectiveness of worksite interventions to increase influenza vaccination rates among employees and families. Published online ahead-of-print, J Occ Env Med, Oct. 8, Sherman BW, Parry T, McSwain, C. Expanding the perspective on the business value of investments in workforce health a transformational opportunity for human resources. Human Resource Executive, Oct 15, Sherman BW. Obstructive sleep apnea and health benefits purchasing an employer perspective. Accepted for publication, Journal of Clinical Sleep Medicine, 2013.

8 Page Sherman BW, Lynch WD, et al. The relationship between smoking and healthcare, workers compensation, and productivity costs for a large employer. Submitted to J Occup Environ Med, Sherman BW, Lynch WD. Evaluating the link between workforce health and well-being, and business performance. In preparation. 64. Sherman BW, Lynch WD. The association of smoking status with healthcare utilization for a large employer. In preparation. ABSTRACTS: 1. Hamilton C, Sherman BW. Existing enteral feeding practices in a medical intensive care unit [abstract]. Postgrad. Seminar on Contemporary and Future Nutrition Practice, Cleveland, OH, Hamilton C, Sherman BW. Enteral feeding practices in a medical intensive care unit [abstract]. ASPEN Clinical Congress, Sherman BW, Hamilton C, Panacek EA. Initiation of enteral feeding in patients with respiratory failure [abstract]. Chest 1990; 98: Sherman BW, Plecha F, Priem EL. Clinical significance of myocardial contusion [abstract]. Chest 1990; 98: Panacek EA, Jouriles NJ, Sherman BW, Rutherford WF. The effect of carboxyhemoglobin on pulse-oximetry oxygen saturation measurements [abstract]. Clin Res 1991; 39:421A. 6. Sherman BW, Munger MA, Panacek EA, Foulke GA, Rutherford WF. Interim report: High dose epinephrine in patients failing prehospital resuscitation [abstract]. Ann Emerg Med 1991; 20: Panacek EA, Singer AH, Sherman BW, Prescott A, Rutherford WF. The clinical characteristics and natural history of spontaneous pneumomediastinum [abstract]. Ann Emerg Med 1991; 20: Salata RA, Shlaes DM, Thompson K, Sherman B, et al: Therapy and outcome of gram negative bacillary pneumonia in intubated ICU patients [abstract]. Clin Res 1992; 40:412a. 9. Tirgan MA, Lubin A, Sherman BW: Anagrelide-induced interstitial pulmonary fibrosis [abstract]. Blood 1992; 80:445a. 10. Hamilton C, Sherman BW: Protocol decreases enteral feeding complications [abstract]. JPEN, 1993; 17:31S. 11. Sherman BW, Munger MA, Panacek EA, Foulke GA, Rutherford WF. High dose epinephrine treatment for cardiac arrest following failure of standard therapy [abstract]. Crit Care Med, 1993;21:270S.

9 Page Sherman BW, Buchs A, Jorgensen S, Panacek EA. Incidence and outcome of unplanned extubations in a MICU [abstract]. Chest, 1993; 104:144S. 13. Nisenboum JM, Morrow C, Jesberger B, Sherman B. Assessment of dysphagia with the use of pulse oximetry [abstract]. American Speech-Language Hearing Association Meeting November, Thakker KM, Caridi F, Powell M, et al (including Sherman B). Multiple-dose pharmacokinetics of azithromycin following 1-hour intravenous infusions in hospitalized patients with communityacquired pneumonia [abstract]. ICAAC, Plouffe, JF, et al (including Sherman B). Azithromycin (IV/PO) in treatment of Legionnaires disease [abstract]. IDSA, LETTERS: 1. Panacek EA, Sherman BW. Disuse atrophy in a mechanically ventilated patient [letter]. Crit Care Medicine 1988;16: Sherman BW, Panacek EA. Lactic acidosis associated with isoproterenol infusion [letter]. Arch Int Med 1988;148: Sherman BW, Rutherford WF. Resuscitation from cardiac arrest using high-dose epinephrine [letter]. JAMA 1989;261: Rutherford WF, Sherman BW. In-hospital cardiopulmonary resuscitation [letter]. JAMA 1989;261: Sherman BW, Hamilton C. Relationship of visceral proteins to nutritional status in chronic and acute stress [letter]. Crit Care Med. 1990;18: Sherman BW, Jesberger B. Azithromycin and asthma [letter]. J Fam Pract. 1996;42: Sherman BW. Indirect productivity cost of ischemic heart disease [letter]. Am J Managed Care. 2001;7: EDITORIAL REVIEWS: 1. Nutrition Support Dietetics Core Curriculum. Matarese L, Gottschlich M, Shronts E, eds. ASPEN Publications, Silver Spring, MD, The Medical Disability Advisor, Fifth Ed. LRP Publications, Palm Beach, FL, Assistant Chair for Medicine. 3. American College of Occupational and Environmental Medicine. Occupational Medicine Practice Guidelines, Third Ed. OEM Press, Beverly Farms, MA, Senior technical editor. 4. The Medical Disability Advisor, Sixth Ed. LRP Publications, Palm Beach, FL, Medical Advisory Board.

10 Page The 2012 Genentech Oncology Trend Report. Genentech, San Francisco, CA, Editorial Board. 6. The 2013 Genentech Oncology Trend Report. Genentech, San Francisco, CA, Editorial Board. JOURNAL REVIEWER: The American Journal of Managed Care COMMERCIAL BOARD MEMBERSHIPS: Scientific Advisory Board Health Fitness Corporation 2010 Advisory Board Wellness & Prevention, Inc. (Johnson & Johnson, Inc.) 2012-present Wellness Advisory Board Humana LECTURES AND PRESENTATIONS: (Health and Productivity Management-Related) The Role of the Evaluation Process in Health and Wellness Programming. Baldwin-Wallace College, Cleveland, OH, Changing Physician Practice Patterns. Integrated Benefits Institute national conference. Baltimore, MD Health and Productivity Management What Employers Need to Know. Wellness Council of Northeast Ohio. Cleveland, OH Health and Productivity Management An Evolving Approach to Healthcare. Grand Rounds, Department of Medicine, University Hospitals of Cleveland. Cleveland, OH A Practical Approach to Implementing an Effective Health and Productivity Management Strategy. Wellness Council of Northeast Ohio. Cleveland, OH Health and Productivity Management, Health Action Council of Cleveland Annual Meeting. Cleveland OH, First Annual Health and Productivity Management Symposium. [Organizer and Host], Community Health Coalition, Canton, OH, Health and Productivity Management Toolkit. American College of Occupational and Environmental Medicine national meeting. Washington, DC, The Value of Healthy Employees. Employers Health Purchasing Coalition of Ohio. Canton, OH, Clinical Aspects of the Optimal Worksite Model. National Association for Occupational Health Professionals. National Conference for Medical Directors and Program Administrators, Philadelphia, PA, Demonstrating Value: Occupational Health and Health and Productivity Management. Western Ohio Occupational & Environmental Medical Association and Cincinnati NIOSH Education & Research Center. Columbus, OH, The Value of a Healthy Workforce. Healthy Ohioans 2 nd Annual Conference. Columbus, OH, 2005 Worksite Primary Care A Panacea for Rising Healthcare Costs or Just Snake Oil? State of the Art Conference. American College of Occupational and Environmental Medicine national meeting. Chicago, IL, Evidence-Based Disability Management Guidelines and their Usage Around the World. A Congress on Medical Evidence, Nederlandse Vereniging van Geneeskundig Adviseurs in particuliere Verzekeringszaken, Ermelo, The Netherlands, Building a Comprehensive Strategy to Create a Healthy Workforce. Northeast Ohio Human Resources Planning Society, Cleveland, OH, 2006.

11 Page 11 Comparison of Guidelines/Return to Work Conference. American Association of Disability Evaluating Physicians, Dallas, TX, The Value of a Healthy Workforce. Baldwin-Wallace College, Berea, OH, 2006 Employee Health, Employer Rights and Privacy. Health Policy Institute of Ohio, Columbus, OH, Health and Productivity Management: From Basics to Specifics. American College of Occupational and Environmental Medicine national meeting. Los Angeles, CA, How to Implement Employer-Focused Health Promotion, Health Risk Reduction, and Health Management Strategies. Health and Productivity Bootcamp. Marco Island, FL, Health Management Consulting for Employers. Healthcare MBA program, Baldwin-Wallace College, Berea, OH, Employers in Action: Foundations of Health and Productivity Management. Employers Health Coalition of Ohio, Columbus and Youngstown, OH, Innovative Benefit Design Approaches, Employee Education, and Preventive Care Screenings. Healthy Ohioans 3 rd Annual Conference. Columbus, OH, Effective Hypertension Management: An Employer s Role. Health & Human Capital Management Congress for Employers. Washington, DC, On the Road to Integrated Health & Productivity Management. Health & Human Capital Management Congress for Employers. Washington, DC, 2007 Best Demonstrated Programs in Health Management and Getting the Most From Your Health Management Vendors. Third Annual Health Management Conference. Institute for Health and Productivity Management, Orlando, FL, The Value of Integrated Worksite Healthcare. The Disease Management Colloquium, Philadelphia, PA, Executing Employer-Based Action Plans with Demonstrated Organizational Results. Employer Leadership Summit Buyers Health Care Action Group, Bloomington, MN, From Revolution to Evolution: The Progression of Integrated Disability Management. Disability Management Employer Coalition, Boston, MA, On the Road to Health and Productivity: Improving Employee Health through Strategic Integration. Disease Management Association of America Integrated Care Summit, Las Vegas, NV, Capturing Occupational Injuries and Improving Outcomes through the "Trusted Clinician" at the Workplace (Poster Presentation). NIOSH Worklife 2007 National Symposium: Protecting and Promoting Worker Health, Bethesda, MD, Practical Aspects of Implementing a Return to Work Process: Industry Culture Change. DSI Conference: Work Injury Management and Prevention: Functional Fitness for Duty II. Chicago, IL, Smoking Cessation: An Employer's Perspective. Pittsburgh Business Group on Health. Pittsburgh, PA, Maximize the Value of Health Promotion Programs through the Effective Use of Data. Healthy Ohioans 4 th Annual Conference, Columbus, OH, Demonstrating the Value of a Smoke-Free Workplace. Rewarding Healthy Behaviors for Health Plans & Employers. Las Vegas, NV, The Value and ROI of Onsite Medical Facilities for Employees. Employer Health & Human Capital Congress, Washington, DC Controlling Healthcare Spend and Maintaining a Competitive Edge. Corporate Benefits Summit, Phoenix, AZ, Workplace-Based Healthcare Primer: Everything You Want to Know About Caring for Your Employees at Work and Didn t Know Who to Ask. On-Site Employee Health Clinic Summit, San Diego, CA,

12 Page Worksite Medical Clinics as an Integral Part of a Corporate Health Management Strategy. National Business Group on Health, Washington, DC, Worksite Medical Clinics: Their Strategic Role in Workforce Health Management. National Employer Action Group, Washington, DC, Worksite Healthcare Update American College of Occupational and Environmental Health Annual Conference. New York, NY, Retail & On-Site Clinics: Flash in the Pan or Big Bang? Managed Care Colloquium, Mt. Laurel, NJ, 2008 Improving Medication Adherence through Workplace Primary Care and Pharmacy. Disease Management Colloquium, Philadelphia, PA, Functional Fit Testing A New Paradigm for Disability Management. Disability Management Summit, Chicago, IL, Maximizing the ROI of an On-Site Clinic and Demonstrating Value to Business Leaders. On-Site Employee Health Clinics Congress, Chicago, IL Looking Beyond ROI to Deliver Greater Healthcare Value. 3 rd Annual Achieving ROI for Wellness Conference. Washington, DC, Smoking Cessation: The Purchaser Perspective A Valuable Health Benefit. Connecticut Business Industry Association, Hartford, CT, Smoking Cessation: The Purchaser Perspective A Valuable Health Benefit. Employers Health Coalition of Ohio, Columbus, OH, Smoking Cessation: The Purchaser Perspective A Valuable Health Benefit. Faith-Based Employer Conference, Pittsburgh, PA, Employers Need Strategies, Vendors Sell Programs: How to be an Effective Partner. ProfSoft University, Burlington, VT, Smoking Cessation: The Purchaser Perspective A Valuable Health Benefit. The Executive Forum on Value-Based Benefits Design for Employers. Philadelphia, PA, Critical Thinking about the Value Based Approach to Benefits and Wellness. Fourth Annual High Performance Benefits & Wellness Forum, Dallas-Ft. Worth Business Group on Health, Dallas, TX, Smoking Cessation: The Purchaser Perspective A Valuable Health Benefit. Presentation to State legislators and benefits personnel. Columbus, OH, Smoking Cessation: The Purchaser Perspective A Valuable Health Benefit. Lexington, KY, On-Site Clinics: Increased Quality and Employee Engagement while Lowering the Cost of Care. National Business Group on Health, San Diego, Worksite Health Clinic Services An Option for Many Employers. Integrated Benefits Institute National Business Coalition on Health Conference, Los Angeles, CA, Measuring Health & Productivity -- Employers, Coalitions and Data Strategies. Integrated Benefits Institute National Business Coalition on Health Conference, Los Angeles, CA, Empowering Employers Considerations for Improving Healthcare Quality. Employer Health & Human Capital Congress, Washington, DC, Integrating Worksite Clinic Services with Community Healthcare Providers. On-Site Employee Health Clinic Summit, Orlando, FL, The Role of On-Site Health Centers in Disease Management. On-Site Employee Health Clinic Summit, Orlando, FL, Improving Engagement, Retention & Outcomes by Integrating Disease Management with Workplace Healthcare. DMAA/NAM/CHVI Integrated Care Summit, Austin, TX, 2009.

13 Page 13 National Movement for the Patient Centered Medical Home World Health Care Congress, Washington, DC, Understanding How Cardiovascular Disease Impacts Your Bottom Line and What to Do About It. The Alliance Learning Circle, Madison, WI, Value-Based Benefit Design and the Center for Employer Benefits Redesign and Implementation. Patient Centered Primary Care Collaborative Stakeholder Meeting, Washington, DC, Worksite Clinic Services An Integrated Approach. South Carolina Business Group on Health Annual Meeting, Greenville, SC, Moving from Information to Action: Developing a Workforce Health Management Strategy. Employers Health Coalition of Ohio Annual Meeting, Canton, OH, The Medical Home. Health Benefits and the Game of Life. Midwest Business Group on Health, Chicago, IL, Integration of On-Site Medical Clinics with the Patient-Centered Medical Home. Congress on On-Site Employee Health Clinics. Las Vegas, NV, Consensus Workshop and Presentation of Findings Quantifying Return on Investment for Worksite Healthcare Services. Maximizing ROI of On-Site Employee Health Clinics. Chicago, IL, The Medical Home & Its Application to Onsite Clinics. Midwest Business Group on Health. Chicago, IL, The Patient Centered Medical Home in Practice: Aligning Employer Strategies: Value-Based Insurance Design and The Patient-Centered Medical Home. Patient Centered Primary Care Collaborative Annual Summit. Washington, DC, Medical Home: An Integral Part of Healthcare Reform. Grand Rounds, University of Alabama School of Medicine, Birmingham, AL, Nicotine Addiction & Successful Smoking Cessation Strategies. Safety Council of Northwest Ohio. Toledo, The Patient Centered Medical Home. Naperville Medical Associates, Naperville, IL, Medical Home The Employer Perspective. National Employer Action Group, Chicago, IL, Medical Home The Employer Perspective. Access Health Columbus, Columbus, OH, Challenges and Issues with Measurement of Return on Investment for Worksite Clinics. ORC-Worldwide Medical Conference, Washington, DC, Leveraging Health: Practical Applications of Value-Based Design. Employer Health & Human Capital Congress. Washington, DC, Expanding the Employer Perspective on the Business Value of Health. Employer Health & Human Capital Congress, Washington, DC, Defining and Using Metrics to Quantify Value and ROI of Onsite Clinics. 3 rd Annual On-Site Employee Health Clinic Summit, Orlando, FL, Smoking Cessation: The Purchaser Perspective A Valuable Health Benefit. Wellness Council of the Midlands, Omaha, NE, Diabetes Management Employer Approaches to Improving Outcomes. Midwest Business Group on Health, Chicago, IL The Medical Home: Relevance to ACOEM and Employers. Webinar, American College of Occupational and Environmental Medicine Patient-Centered Medical Home Market Trends. Thomson Reuters Healthcare Advantage Conference, Orlando, FL, The Medical Home: An Employer s Perspective. American Occupational Health Conference, Orlando, FL, 2010.

14 Page 14 Operationalizing HPM The Value of Integrated Data Management. American Occupational Health Conference, Orlando, FL, Quantifying the Return on Investment for Worksite Clinics. American Occupational Health Conference, Orlando, FL, Value-Based Insurance Design and the Medical Home. National Health Leadership Forum, National Business Coalition on Health, Portland, ME, Managing Costs through Medical Homes More than a Gatekeeper. National Health Underwriters Association Annual Meeting, Chicago, IL Attaining ROI for On-Site Clinics and Effectively Managing Initial Costs. 3 rd Annual Congress on On-Site Employee Health Clinics. Boston, MA, Developing and Measuring Metrics for Clinic Operations Quantifying Success. 2 nd Annual Maximizing ROI of On-Site Employee Health Clinics. San Diego, CA, Patient Centered Medical Home Engaging Patients to Achieve Outcomes Based Care 8 th Annual Health Care Quality Congress. Boston, MA, Aligning Business and Health Goals Induces a Culture of Health and Performance. National Business Group on Health. Washington, DC, Managing Healthcare Efficiencies at Whirlpool Corporation. National Business Group on Health. Washington, DC, An Employer s Approach to Health as a Business Strategy. Florida Health Care Coalition Best of the Best Conference, Orlando, FL,2010. The Reach of Adherence: An Employer s Perspective. Ohio Partnership for Adherence through Collaborative Education Summit. Columbus, OH, What is the Patient-Centered Medical Home Model? How will it Benefit Employers? New Jersey Business Group on Health, Morristown, NJ,2010. The Importance of Medication Adherence From the Doctor-Patient Interaction to Impact on Health Outcomes. Care Continuum Alliance, Washington, DC, Leading Your Organization through Culture Change: Gaining Senior Management Support and Employee Buy-In (panel). World Congress Executive Forum on Creating a Culture of Health. Chicago, IL, Why is the Workplace a Place to Promote Cancer Prevention? (panel) Payor Oncology Management Executive Forum. Baltimore, MD, Health Data Management - Challenges, Successes and Rewards. Health Data Management conference. Midwest Business Group on Health (panel). Chicago, IL, Patient Centered Medical Home a Status Update. National Employer Action Group, Scottsdale, AZ, The Future of On-Site Health Clinics Redefining Your Corporate Healthcare Strategy through Innovation (panel). Congress on On-Site Employee Health Clinics. Scottsdale, AZ, Transforming Workforce Health into a Site-Level Business Priority. Congress on On-Site Employee Health Clinics. Scottsdale, AZ, Managing the Highest Cost Conditions Diabetes (panel). Employer Health, Human Capital and Wellness Congress, Washington, DC, Patient-Centered Medical Home Pilot Projects in Action (panel). Employer Health, Human Capital and Wellness Congress, Washington, DC, Employers, the Medical Home, and Population Health Management. Mercer ORC Networks Corporate Health Directors Network Meeting, Washington, DC, Employer Interest/Involvement in the Patient-Centered Medical Home (panel). Third Annual National

15 Page 15 Medical Home Summit, Philadelphia, PA, Lessons Learned on Integrating and Understanding Your Data. Health Data Management Conference. Midwest Business Group on Health, Chicago, IL, Value-Based Purchasing of Healthcare for Small-Mid-Sized Employers (panel). Michigan Purchasers Health Alliance, Ann Arbor, MI, Shift Work and Sleep: Optimizing Health, Safety, and Performance (panel). American Occupational Health Conference Satellite Symposium, Washington, DC, Site-level Workforce Health Management as a Business Strategy. Midwest Business Group on Health, Chicago, IL Benefit Plan Designs that Transform: Employer Engagement (panel). Patient Centered Primary Care Collaborative, Washington, DC, Value-Based Benefit Design. Kentucky Association of Healthcare Underwriters 2011 State Convention. Louisville, KY, An Opportunity to Improve the Quality of Care Physician-Related Variations in Medication Adherence Among Diabetes Patients. Academy of Managed Care Pharmacy 23 rd Annual Meeting, Minneapolis, MN, Weight Management: A Valuable Employer Health Strategy. GDAHC Health Futures 2011 Conference. Detroit, MI, Understanding the Payer s Perspective on Medication Adherence (panel). PQA URAC Medication Adherence Summit. Washington, DC, Building the Business Case for Community Health Improvement. Virginia Health Care Conference, Richmond, VA, Patient Centered Medical Home. HealthTeamWorks. Charting the Journey: Celebrating Successes - Preparing for the Future and PCMH Pilot Retreat. Denver, CO, The Employer Perspective on Palliative and Hospice Care (panel). Summit on Hospice and Palliative Care, Chicago, IL, Implementing A High-Value Model For Chronic Condition Management. Outcomes-Driven Benefit Design Executive Forum, Chicago, IL, Employers and Healthcare Reform: Opportunities for Delivery System Innovation. Lourdes Health System, Camden, NJ, Patient Centered Medical Home and Value-Based Benefits. Battle Creek Employer Collaborative, Battle Creek, MI, Value-Based Benefits. New Jersey CEOs Against Cancer (CAC) Best Practice Sharing Subgroup Webinar, Understanding Success: Employer Measures and Metrics for Population Health Management. Care Continuum Alliance Forum 11, San Francisco, CA, Do You Create a Culture of Health or Implement Incentives? OR BOTH? World Congress 2 nd Annual Executive Forum on Creating a Culture of Health. Chicago, IL, Value-Based Insurance Design and Chiropractic Care: An Unlikely Partnership. AHIP Fall Forum Chicago, IL, Smoking Cessation and Value-Based Benefit Design. Philadelphia Business Group on Health. Philadelphia, PA, Decreasing Employer Costs with End of Life Care Strategies [panel]. American Health Care Congress, Anaheim, CA, Incorporating Evidence-Based Prevention Initiatives into Benefit Design [panel]. American Health Care Congress, Anaheim, CA, 2011.

16 Page 16 Employers and Their Search for Healthcare Quality, Improved Outcomes, and Lower Cost. Health Benefits & Conference Expo, Clearwater Beach, FL, Capitalize on Patient-Centric, Coordinated Care through On-Site Clinic Models that Advance Clinical and Financial Outcomes [panel]. Employer Health & Human Capital Congress, Washington, DC, ROI Analysis: The Impact of On-Site Clinics on Care, Costs, and Productivity [panel]. Employer Health & Human Capital Congress, Washington, DC, A Strategic Debate on Driving Engagement: Do Incentives Come Before or After Culture? Employer Health & Human Capital Congress, Washington, DC, Create an Efficient and Effective Health Care Delivery System though Multi-Stakeholder Partnerships [panel]. World Congress On-Site Employee Health Clinics Conference, Orlando, FL, A Strategic Analysis of ROI Methodology for Worksite Health Clinics Including Insight Into Common Measurement Pitfalls. World Congress On-Site Employee Health Clinics Conference, Orlando, FL, Transforming an Occupational Health Clinic into a Primary Care Medical Clinic for Optimal ROI [panel]. World Congress On-Site Employee Health Clinics Conference, Orlando, FL, Value-Based Insurance Design and Chiropractic Care: An Unlikely Partnership. IHC Forum East, Atlanta, GA, Work Affects Health or Health Affects Work? Why Businesses Must Consider Both. MBGH Annual Conference, Chicago, IL, Vendor Analysis and Accountability for Unbiased Results. World Congress On-Site Clinics Conference, Chicago, IL, Evolving Benefits Strategies in a Rapidly Changing Healthcare Market. SouthWest Benefits Association Healthcare Forum, Houston, TX, Consumer Directed Health Plans The Good, Bad, and Ugly. Mayor s Health and Fitness Council Business Group on Health, Austin, TX, Work Affects Health or Health Affects Work? Why Businesses Must Consider Both. Health Enhancement Research Organization Annual Meeting, Minneapolis, MN, The Value of Worksite Based Influenza Vaccination Campaigns Targeting Employees & Families. Health Enhancement Research Organization Annual Meeting, Minneapolis, MN, Game Changing Benefits Strategies in an Evolving Health Care Market. 8 th Annual Benefits and Wellness Forum, DFW Business Group on Health, Dallas, TX, Proactive Strategies for Managing Your Employees Health, Health Care, and Costs. Colorado Business Group on Health, Denver, CO, The Quest for Value in Health Care Revamping the Medical Delivery System for Employers and Employees. Denver Metro Chamber of Commerce, Denver, CO, Why Employers Can t Ignore Obesity in the Workplace. Northeast Business Group on Health, Newark, NJ, How Do You Quantify the Business Value of Health? [panel] 8th Annual Employer Health and Human Capital Strategy Congress, Orlando, FL, Understanding, Developing, and Achieving a Standard and Accurate Measurement of ROI. 6 th Annual Executive Forum on On-Site Employee Health Clinics, Orlando, FL, 2013.

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