Healthcare s New Shorelines of Opportunity

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2 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. 2 Sponsored by Pershing Yoakley & Associates, P.C.

3 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! 3

4 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. 4

5 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. 5

6 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. 6

7 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 7

8 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. 8

9 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 Chicago, IL For reservations call: HILTONS Use Reservation Code: AHOS Or online at: $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 or shsmd@aha.org. 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 (please be sure to provide an address). Please call SHSMD at 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, 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 , or it to shsmd@aha.org. Cancellations will be acknowledged within five business days. If you do not receive an acknowledgment that we have received your cancellation, please call (SHSMD will not refund any fees for cancellations that have not been acknowledged in writing by April 25, 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. 9

10 Register online at REGISTRATION FORM AHA EVENT CODE 309ED 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 Address REGISTRATION FEES Member rate: $1,150 SHSMD Membership ID Number Joining member rate: $1,350 includes one-year SHSMD membership, Nonmember rate: $1,450 a membership cost savings of $35, normally $235 per year 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 shsmd@aha.org or if you wish to make a substitution. If paying by credit card, please fax your completed registration form to If paying by check, please fax completed order form to , then mail your check and a copy of your registration form to SHSMD / AHA PMGs PO Box 75315, Chicago, IL Please contact SHSMD at shsmd@aha.org or for a W-9. 10

11 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 Burl Stamp (Board Representative) Principal, PYA 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 Maureen Halligan Vice President Strategic Planning Scott and White Healthcare Laura Lee Jones Owner. CEO LionShare Marketing Martin Kleinbart Chief Strategy Officer Citrus Valley Health Partners Steve Lefar President Sg2 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 11

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