Peer-to-Peer Discussion Topic

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1 Peer-to-Peer Discussions Join your colleagues for breakfast and small group Peer-to-Peer Discussions about critical challenges and opportunities. The list of topics and Kaufman Hall co-facilitators appears below and the bios of each of the co-facilitators are included on the pages that follow along with the location of each group. Topic and location information also will be provided in the conference pocket guide that all attendees will receive when they check-in on-site. If you have already signed up for a topic, your registration confirmation indicates the topic you selected. If you did not select a topic or are unsure where to go, please stop by the registration desk for assistance. Peer-to-Peer Discussion Topic Co-Facilitators Academic Health Centers: Trends and Issues Charles Kim Nick Long Building a Post-Acute Network Patrick Allen Chirag Patel C-Suite Leadership Issues Ken Kaufman Rob Fromberg Catholic Healthcare: Trends and Issues Kate Guelich David Cyganowski Children s Hospitals: Trends and Issues Ryan Gish Terri Wareham Financing Issues and Opportunities Robert Turner Ryan Freel Fostering Physician Leaders in Your Matt Lambert, M.D. Plamen Todorow Organization Governance Issues During Healthcare s Anu Singh Ellen Riley Transformation Improving Physician Practice Performance Jim Pizzo Todd Fitz Managing Major Organizational Change Tim Shoger Brian Fuller Measuring the True Cost of Care Jim Blake Dan Seargeant Medicaid Issues and Strategies Jody Hill-Mischel Carlos Bohorquez Medicare Issues and Strategies Anand Krishnaswamy Dawn Samaris Mergers of Equals Mike Finnerty Andy Majka New Challenges in Capital Allocation Jason Sussman Jess Block Planning the Delivery Network of the Future Walter Morrissey, John Poziemski M.D. Productivity Management Kris Goetz Robert Donnert Rolling Forecasting for Financial Dan Majka Debra Miller Management Strategic Cost Transformation Bob Zeller Robin Czajka Strategic Partnership Opportunities Mark Grube Kit Kamholz Understanding the New Healthcare Dan Clarin Jason O Riordan Consumer Value-Based Contracting Strategies Andrew Cohen Rob York

2 Charles Kim, Senior Vice President Academic Health Centers: Trends and Issues Facilitators: Charles Kim and Nick Long Walton Room Charles Kim is a Senior Vice President of Kaufman Hall. Mr. Kim consults on a national basis with clients including regional healthcare systems, academic medical centers, and community hospitals. Mr. Kim s expertise includes preparing financial and capital plans, acting as financial advisor for bond issues, advising on merger, acquisition, and divestiture transactions, and providing training and support to the ENUFF Advisor software suite. Mr. Kim has more than 15 years of healthcare consulting experience and more than 20 years of financial advisory experience. Prior to Kaufman Hall, Mr. Kim was a Manager at Deloitte & Touche, specializing in providing financial advisory services to healthcare organizations. Mr. Kim is a frequent speaker on the topic of strategic financial planning for healthcare organizations. He presents at various industry groups, including local and regional programs for the Healthcare Financial Management Association, and seminars for the American College of Healthcare Executives. Mr. Kim has an M.B.A. in Finance and Accounting and a B.A. in Economics, both from the University of Chicago. Nick Long, Vice President [email protected] Nick Long is a Vice President of Kaufman Hall in the Higher Education division of the Financial Planning practice. Mr. Long has more than 20 years of experience in financial management, information technology, and investment management. This includes more than a decade of higher education experience, consulting with public and private universities and academic medical centers nationwide. Mr. Long s expertise and areas of focus include financial management, cost reduction, information technology implementations, and interim management. He has experience in senior interim management roles and also has worked with international institutions on issues related to financial management. Prior to joining Kaufman Hall, Mr. Long was a Director at Huron Consulting Group, where he worked on engagements focused on cost reduction, technology implementation, and interim management. Prior to this, he held finance roles at Oracle Corporation and Adobe and did management consulting work with Ernst & Young. Mr. Long has presented on topics related to financial compliance at numerous national conferences. Mr. Long has an M.B.A in Finance and Information Technology from University of California, Irvine and a B.A. in Economics from University of California, San Diego.

3 Patrick M. Allen, Managing Director Building a Post-Acute Network Facilitators: Patrick Allen and Chirag Patel Lakeview Room Patrick Allen is a Managing Director in the Mergers and Acquisitions practice of Kaufman Hall. With more than 20 years of experience, Mr. Allen has significant expertise in mergers, acquisitions, divestitures, joint ventures, valuations, fairness opinions, and related transaction services. Mr. Allen s experience spans the healthcare landscape where he has completed multiple transactions representing not-for-profit and for-profit providers, as well as private equity firms. Mr. Allen is a frequent speaker and author on the healthcare industry, with topics including partnership structuring, evolving healthcare services models, and consolidation trends. Mr. Allen has published numerous articles in industry journals and white papers. He is a regular speaker at industry events and conferences, including The Governance Institute, American College of Healthcare Executives, Healthcare Financial Management Association, and The Society for Healthcare Strategy and Market Development. Prior to joining Kaufman Hall, Mr. Allen was an investment banker in the Healthcare Mergers & Acquisitions practice of CIT Group and previously worked for UBS in their Corporate Finance Group as a Director. Mr. Allen earned his M.B.A. in Finance from Loyola University of Chicago, where he was an Alan C. Greenberg scholar, and his B.S. in Political Science from Santa Clara University. Chirag Patel, Vice President [email protected] Chirag Patel is a Vice President of Kaufman Hall and a member of the firm s Strategy practice. Based in the Skokie office, Mr. Patel focuses on strategic planning for hospitals and health systems nationwide, specifically in the context of service distribution planning and industry reorganization. He also has a breadth of experience in assisting hospitals develop strategic and business plans for new service offerings related to their physician strategy. Prior to joining Kaufman Hall, Mr. Patel was a Consultant at Sg2, where he supported client engagements related to corporate planning, technology acquisition, and business development for both domestic and international clients. Mr. Patel has an M.A. in the Learning Sciences, with a focus on Organizational Cognition, and a B.S. in Biomedical Engineering, with a focus on Biotechnology, from Northwestern University.

4 Kenneth Kaufman, Chair C-Suite Leadership Issues Facilitators: Ken Kaufman and Rob Fromberg Lakeview Room Kenneth Kaufman is Chair of Kaufman Hall a management consulting firm that provides advisory services and software to hospitals and health systems nationwide. Since 1976, Mr. Kaufman has provided healthcare organizations with expert counsel and guidance in areas including strategy, finance, financial and capital planning, and mergers, acquisitions, and partnerships. Clients include organizations of all types and sizes community hospitals and health systems, academic medical centers, and regional or national health systems. Recognized as a leading authority and committed to industry education, Mr. Kaufman has given more than 400 presentations at meetings such as those organized by the American College of Healthcare Executives (ACHE), American Hospital Association, Healthcare Financial Management Association, The Governance Institute (TGI), and others. Mr. Kaufman has authored or coauthored seven books, most recently authoring Fast and Furious: Observations on Healthcare s Transformation; Focus on Finance, published by TGI; and Best Practice Financial Management, 3 rd Edition, published by ACHE. In addition, he s often quoted and his articles regularly appear in major healthcare publications. Mr. Kaufman has an M.B.A. with a concentration in Hospital Administration from the University of Chicago Graduate School of Business. Robert Fromberg, Senior Vice President [email protected] Robert Fromberg is a Senior Vice President in the Thought Leadership group at Kaufman Hall. Working with the firm s executives, industry groups, and other external audiences, his focus is program development and management, and the strategy for communicating thought leadership. Before joining Kaufman Hall, Mr. Fromberg was Vice President and Editor-in-Chief at the Healthcare Financial Management Association (HFMA). In this role, he was responsible for editorial direction, content, and production of hfm magazine, developing this publication into one with a leading position in the healthcare industry. He also oversaw all facets of communications, including magazine/newsletter publishing, web/digital strategy, custom publishing, conference general-session production, media relations, speechwriting, speech coaching, social media, online communities, and video for the 40,000+ member healthcare association. Prior to HFMA, Mr. Fromberg held a variety of marketing, communications, and writing roles in healthcare-related organizations. He also spent 17 years as a Lecturer at Northwestern University School of Continuing Studies. Mr. Fromberg holds an M.F.A. from Warren Wilson College and a B.A. in English from Bradley University.

5 Catholic Healthcare: Trends and Issues Facilitators: David M. Cyganowski and Kate Guelich State Room David M. Cyganowski, Managing Director David Cyganowski, who joined Kaufman Hall as a Managing Director in September 2011, is recognized as one of the nation s leading healthcare professionals. With 30 years of senior experience in healthcare, he has extensive and specific expertise in strategy, mergers, affiliations, and corporate capital finance. Mr. Cyganowski directs the firm s New York office, using that location as a base to advise hospitals, health systems, and other healthcare organizations nationwide. He is known for his candor, objectivity, and creativity in advising Boards of Directors, Chief Executive Officers, and their leadership teams as they develop, evaluate, and execute New Era growth strategies. Mr. Cyganowski formerly was the Managing Director and Co-Head of the Health Care Group at Citigroup Global Markets, with responsibility for working with not-for-profit hospitals, healthcare systems, and managed care organizations across the country, and directing Wall Street s largest healthcare practice exclusively devoted to the not-for-profit sector. During his tenure, Citi ranked first in senior managed healthcare financings during 14 out of 16 years, an unprecedented record of success for a healthcare investment banking practice. Prior to joining Citi in 1995, he managed the healthcare practice at Credit Suisse First Boston. During his 30 years of investment banking experience, Mr. Cyganowski served as senior banker for mergers, affiliations, and partnerships with an aggregate deal value of $15 billion and more than $35 billion of debt financings. He led the Citi team that represented eight not-for-profit healthcare systems in their successful acquisition of 21 hospitals from Columbia/HCA for $1.2 billion, the largest-ever acquisition of investor-owned hospital assets by not-for-profit systems. Mr. Cyganowski was also one of the original architects of the Annual Non-Profit Health Care Investor Conference, jointly sponsored by the American Hospital Association, Healthcare Financial Management Association, and Citigroup. This is the only such conference exclusively devoted to not-for-profit healthcare. Mr. Cyganowski is a frequent speaker at healthcare conferences and board retreats. He is a member of the Board of Directors of Western Connecticut Healthcare Network, and is its current Finance Committee Chair. A native of Chicago, Mr. Cyganowski received an M.B.A. from Northwestern University s Kellogg Graduate School of Management. Kate Guelich, Managing Director [email protected] Kate Guelich is a Managing Director of Kaufman Hall and a member of the Strategic Financial and Capital Planning and Financial Advisory practices. With more than 15 years of healthcare consulting experience, her responsibilities focus on financial and capital planning for a range of healthcare clients, including large, multi-state healthcare systems, academic medical centers, and community providers. Her areas of expertise include strategic financial planning, mergers and acquisitions, and financial advisory services.

6 Prior to joining Kaufman Hall, Ms. Guelich was a Senior Consultant with Cap Gemini Ernst & Young s Healthcare Strategy and Transformation group. Ms. Guelich has provided a wide-array of presentations on strategic financial planning at professional industry meetings on a national, regional and local basis. Ms. Guelich has an M.B.A., with a concentration in Finance, from the University of Chicago Graduate School of Business. She received a B.S. in Business Administration from Miami University in Oxford, Ohio. Ms. Guelich is also a CPA in Illinois.

7 Children s Hospitals: Trends and Issues Facilitators: Terri Wareham and Ryan Gish Pre-Assembly Area Therese L. Wareham, Managing Director and Chief Executive Officer [email protected] Terri Wareham, Managing Director and Chief Executive Officer, as well as a founding partner of Kaufman Hall, has provided management consulting services to hospitals and health systems of all types and sizes nationwide for more than three decades. Recognized as a leading authority on healthcare financing, Ms. Wareham has an extensive background in the development and execution of strategic capital plans for freestanding providers and multihospital systems. Her areas of expertise and focus include: capital and business planning; financial advisory services, such as the structuring of financing vehicles and the formulation of master indenture financings; and mergers, acquisitions, divestitures, joint ventures, and affiliations. Benefitting from Ms. Wareham s guidance, Kaufman Hall has been the leading financial advisor to not-for-profit healthcare organizations, as determined by Thomson Reuters based on direct representation of healthcare debt issuances, for nearly a decade. Ms. Wareham has experience in virtually all types of financing mechanisms, including traditional as well as alternative and innovative funding vehicles. Her clients range from community hospitals to multihospital systems, physician groups, and research institutes. Ms. Wareham is a frequent lecturer and author on healthcare capital-related topics for organizations including the American College of Healthcare Executives, Healthcare Financial Management Association, American Hospital Association, Health Management Academy, Florida Institute of CPAs, and The Governance Institute. Ms. Wareham has an M.B.A. with concentrations in Hospital Administration and Finance from the University of Chicago Graduate School of Business. She received a B.S. from the University of Notre Dame Ryan S. Gish, Managing Director [email protected] Ryan Gish is a Managing Director of Kaufman Hall and a member of the firm s Strategy practice. Mr. Gish works with executive leadership teams and boards of all types of hospitals and health systems nationwide. The strategic advisory focus is on helping organizations address the most pressing industry challenges through defining and implementing resilient strategies for the changing healthcare landscape. The result for clients is a platform for their ongoing strategic and financial success. Mr. Gish has authored numerous articles published in healthcare professional journals, including hfm magazine, BoardRoom Press, and Trustee. Additionally, Mr. Gish was a contributing author for Health Care Strategy for Uncertain Times, published by AHA Press/Jossey Bass. Mr. Gish is a frequent presenter at national conferences of the American College of Healthcare Executives, The Governance Institute, Healthcare Financial Management Association, and the Society for Healthcare Strategy and Market Development (SHSMD). Additionally, he has served as guest faculty at Harvard University, Washington University in St. Louis, and The University of Southern California.

8 Prior to joining Kaufman Hall, Mr. Gish worked for Jennings Ryan & Kolb and Baxter Healthcare Corporation. Mr. Gish has an M.B.A. with honors from the John M. Olin School of Business at Washington University in St. Louis and a B.S., cum laude, also from Washington University. Mr. Gish currently is serving a three-year term on the SHSMD Board of Directors.

9 Robert Turner, Senior Vice President Financing Issues and Opportunities Facilitators: Robert Turner and Ryan Freel Bellevue Room Robert Turner is a Senior Vice President of Kaufman Hall and a member of the firm s Financial Advisory practice. Based in Dallas, Mr. Turner consults with healthcare clients nationwide, focusing on issues related to capital structure strategy, and the analysis and implementation of debt transactions. He specializes in public and private tax-exempt financings, plan of finance development, and debt restructurings. Mr. Turner also consults with the firm s clients on FHA 242 debt financings. Prior to joining Kaufman Hall, Mr. Turner was a Vice President with Goldman, Sachs & Co. in the Not-for-Profit Healthcare Group, where he specialized in tax-exempt healthcare finance. Mr. Turner is a regular speaker on capital market issues and financial planning topics for organizations including the Healthcare Financial Management Association. Mr. Turner holds an M.B.A. from Southern Methodist University, with a concentration in Finance, and a B.A. from Washington & Lee University. Ryan Freel, Senior Vice President [email protected] Ryan Freel is a Senior Vice President of Kaufman Hall and a member of the firm s Financial Advisory practice. Mr. Freel works with a wide range of healthcare organizations, including academic medical centers, multi-state health systems, children s hospitals, and community hospitals. His areas of expertise include taxable and tax exempt financings in the public and private markets, derivative transactions, mergers and acquisitions, and enterprise risk management. Prior to joining Kaufman Hall, Mr. Freel was a Vice President in the Healthcare Investment Banking Group at Goldman Sachs. In that role, he led a variety of taxable and tax-exempt security offerings and strategic advisory assignments for some of the nation s largest healthcare organizations. Prior to Goldman Sachs, Mr. Freel was a Director in the Healthcare Finance Group at Citigroup, where he developed capital structure and strategic solutions for health systems of all sizes. His previous positions include serving as a Vice President at UBS Investment Bank and as an accountant at Ernst & Young. Mr. Freel has an M.B.A. from the University of Chicago Booth School of Business and a B.S. in Accounting from Miami University in Oxford, Ohio.

10 Fostering Physician Leaders in Your Organization Facilitators: Matthew Lambert, M.D., and Plamen Todorow State Room Matthew J. Lambert III, M.D., Senior Vice President Matthew J. Lambert III, M.D., Senior Vice President of Kaufman Hall, has more than 40 years of healthcare experience working as a physician, healthcare executive, and board member. He is a member of Kaufman Hall s Strategy practice, and is focused on assisting hospitals and health systems with integrated strategic and financial planning, service line planning/distribution across systems, and medical staff planning/physician alignment strategy. Prior to Kaufman Hall, Dr. Lambert held senior executive positions at several Chicago area hospitals. He also has provided consultation to hospitals and health systems in the areas of physician relations and continuity of care. Earlier in his career, he was a faculty member in the Department of Surgery at the University of Virginia School of Medicine in Charlottesville. Dr. Lambert served seven years on the board of directors for a multihospital system, including as Vice Chair. He also has served on both the American Hospital Association s Leadership Development Council and Committee on Governance. Dr. Lambert was a regent for the American College of Healthcare Executives (ACHE), is a frequent speaker at ACHE annual meetings, and developed and leads its annual Physician Executive Boot Camp for physicians new to management. Dr. Lambert s book, Leading a Patient-Safe Organization, was published by ACHE s publishing arm, the Health Administration Press, in Dr. Lambert received an M.D. from St. Louis University School of Medicine, an M.B.A. from the College of William and Mary in Virginia, and a B.S. from the University of Notre Dame. He completed a residency in General Surgery at the University of Michigan Medical Center. Dr. Lambert is serving a three-year term on the Board of Trustees of the Catholic Health Association of the United States. Plamen Todorow, Senior Associate [email protected] Plamen Todorow is a Senior Associate in Kaufman Hall s Strategy practice with responsibilities focused on physician advisory services, population health management, and market strategy. Prior to Kaufman Hall, Mr. Todorow was a Senior Consultant at FTI Consulting. He has extensive experience in turnaround and change management, financial modeling, data analytics, practice assessments, outpatient workflow, valuation, and capital optimization. Mr. Todorow held previous positions as a Senior Consultant at Navigant Consulting and as a Delivery Consultant at Cerner. At Navigant, he served as an advisor to hospital and health system executives across the country on operational strategy and physician-hospital alignment. The scope of client engagements included guiding assessments, productivity enhancements, operational redesign, and compensation analysis for academic medical centers. Other areas of focus included developing workforce efficiency benchmarks, and revenue cycle and patient access tools. Mr. Todorow holds a B.S. in Finance from Indiana University s Kelley School of Business, and is pursuing an M.S. in Predictive Analytics from Northwestern University.

11 Anu R. Singh, Managing Director Governance Issues during Healthcare s Transformation Facilitators: Anu Singh and Ellen Riley Lakeview Room Anu Singh, a Managing Director of Kaufman Hall, provides financial advisory services to healthcare organizations and companies nationwide. Mr. Singh leads the evaluation, structuring, negotiation, and execution of mergers, acquisitions, partnerships, joint ventures, and other forms of transactions. He also leads projects involving the assessment of strategic options, growth strategies and business unit/segment viability. His clients include national and large multi-regional health systems, academic medical centers, community hospitals, large physician practices and groups, health insurers, nonacute care providers, and capital providers to health care entities. Mr. Singh has advised on or evaluated more than 100 healthcare transaction-related engagements. Prior to joining Kaufman Hall, Mr. Singh was a Director at Huron Consulting Group, within its Corporate Advisory Services practice. His previous experience includes the execution of turnaround and restructuring plans, and advising on mergers, acquisitions, and other transactions. Mr. Singh also has raised capital for a variety of clients, ranging from underperforming or distressed companies to well-capitalized, investment-grade companies across multiple industries. He has extensive overseas work experience, particularly on behalf of aid agencies, Central Banks, and other parties involved in major financial markets. Mr. Singh has presented at various industry and professional events and seminars, including those sponsored by The Governance Institute, Healthcare Financial Management Association, Volunteer Hospital Association, Becker s Hospital Review, National Federation of Municipal Analysts, and the Turnaround Management Association. He also has authored articles and been quoted in a number of industry publications. Mr. Singh has an M.B.A. from Northwestern University s Kellogg School of Management and a B.S. in Finance from the University of Illinois at Urbana-Champaign. He also holds CPA, CFA, CTP, CIRA, and CDBV certifications. Ellen G. Riley, Senior Vice President [email protected] Ellen Riley is a Senior Vice President of Kaufman Hall, working from the firm s Los Angeles office since With more than 25 years of experience in the healthcare industry, her areas of expertise include financial and capital planning, development and implementation of capital allocation processes, strategic options assessments, strategic cost management and financial advisory services in support of debt transactions and business valuations. Ms. Riley has worked with a wide range of healthcare organizations, including health systems, academic medical centers, specialty hospitals, district hospitals, community hospitals, and children s hospitals. Ms. Riley is a regular speaker on healthcare finance topics at Healthcare Financial Management Association s regional and local chapter programs, National Association of Children s Hospitals and Related Institutions, California Hospital Association, National Council of Health Facilities Finance

12 Authorities, and other industry associations. Additionally, Ms. Riley is a member of the Health Advisory Board of the USC Sol Price School of Public Policy, where she also is an Adjunct Associate Professor for the Health Administration Program. Prior to joining Kaufman Hall, Ms. Riley was a Manager in Ernst & Young s Western Region Healthcare Finance and Business Planning Group. She directed consulting engagements related to financial feasibility assessment, business evaluation and planning, capital planning and formation, acquisition valuation, and Certificate of Need preparation. Prior to her tenure at Ernst & Young, Ms. Riley was a Project Analyst in the Corporate Acquisitions and Development Department at National Medical Enterprises, Inc., where her responsibilities focused on financial analyses and due diligence related to hospital acquisition and development projects. Ms. Riley has an M.B.A. from the University of Southern California, with a concentration in Finance and Marketing, and a B.A. magna cum laude, from the University of California at San Diego.

13 James J. Pizzo, Managing Director Improving Physician Practice Performance Facilitators: James J. Pizzo and Todd Fitz Lakeview Room Jim Pizzo is a Managing Director of Kaufman Hall, responsible for directing the firm s Physician Advisory practice, an integral part of the Strategy practice. With more than 30 years of healthcare consulting experience, Mr. Pizzo has held leadership positions as a Partner with Accenture, Cap Gemini Ernst & Young, Ernst & Young LLP, and Ernst & Whinney. At each of the firms, he led the Physician Services and Finance and Planning practices. Mr. Pizzo first assumed the role of Partner and Practice Leader in At Accenture, Mr. Pizzo also was responsible for the Great Lakes Region, working with diverse clients, including freestanding hospitals, academic medical centers, physician and ambulatory providers, more than 20 of the largest health systems, and other healthcare organizations. His areas of focus included financial, strategic, and operations planning, and physician operations and ventures. As hospitals and health systems face the challenge of developing and sustaining physician relationships in a rapidly changing environment, Mr. Pizzo brings solutions to help organizations align with their physicians. The Physician Advisory practice includes: physician growth planning; hospital-physician integration strategy development and implementation; physician work-effort allocation; physician performance optimization; physician-related mergers, acquisitions, and joint ventures; and comprehensive planning for academic physician enterprises and physician affiliates. Mr. Pizzo is an active speaker on current healthcare trends, frequently presenting on financial and physician issues and their impact on the healthcare industry to groups including the American Hospital Association, the Medical Group Management Association, The Governance Institute, and other industry associations. Mr. Pizzo received an M.B.A., with concentrations in Finance and Marketing, from the University of Chicago Graduate School of Business and a B.S. in Business Administration, with concentrations in Finance and Accounting, from the University of Illinois at Urbana-Champaign. Todd W. Fitz, Senior Vice President [email protected] Todd Fitz is a Senior Vice President in Kaufman Hall s Strategy practice. His responsibilities include strategic planning assistance to hospitals and health systems nationwide, focusing on network development, physician integration and governance, performance improvement, and academic medical centers strategy. With more than 20 years of healthcare experience, Mr. Fitz has applied his expertise in finance, strategy, and operations to a variety of settings, including community hospitals, physician groups, AMCs, insurance organizations, government agencies, and medical device companies. His work has included major strategy and operations projects with leading healthcare organizations both in the U.S. and internationally.

14 He is a frequent contributor of thought leadership publications and presentations in the areas of physician services, the impacts of reform, and health system strategy. Speaking engagements have included presentations to industry associations, medical staff, organizational boards, community groups, and annual conferences. Prior to joining Kaufman Hall, Mr. Fitz led the Healthcare Consulting practice at HOK an integrated planning and design firm. In this role, he was responsible for developing and implementing the firm s global healthcare consulting strategy. He also held leadership roles in the consulting practices at Sg2, Huron Consulting Group, and Cap Gemini Ernst & Young. Prior to embarking on his consulting career, he held operations and finance management positions within the Rush System for Health. Mr. Fitz received an M.S. in Health Systems Management from Rush University, Chicago, and a B.S. in Biology from the University of Illinois, Urbana-Champaign. He is an instructor at Rush University in the Health Systems Management program.

15 Brian P. Fuller, Senior Vice President Managing Major Organizational Change Facilitators: Brian Fuller and Tim Shoger Pre-Assembly Area Brian Fuller is a Senior Vice President with Kaufman Hall and a member of the firm s Strategy practice. Mr. Fuller provides strategic planning assistance to hospitals and health systems nationwide, focusing on development of integrated strategic financial plans, strategic options identification and evaluation, and organizational and governance model restructuring to position health systems for continued future success. Since joining Kaufman Hall in February 2010, Mr. Fuller has led the firm s efforts in New Era Readiness and Repositioning planning. Prior to Kaufman Hall, Mr. Fuller spent more than 15 years in the strategy practices at Navigant Consulting, Sg2, Tiber Group, and Medimetrix Consulting. Mr. Fuller has authored numerous articles published in healthcare professional journals, including hfm, Spectrum, Trustee, and Health Planning TODAY. Mr. Fuller is a frequent speaker at industry conferences and facilitator of health system Board retreats. Mr. Fuller has an M.B.A. with a Health Sector Management concentration from the Fuqua School of Business at Duke University and received a B.S. in Business Administration with a focus on Economics and Finance from The Ohio State University. Timothy Shoger, Senior Vice President [email protected] Tim Shoger is a Senior Vice President of Kaufman Hall and a member of the firm s Strategy 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 to coordinate successful organizational transformation and integration efforts. Prior to Kaufman Hall, Mr. Shoger held positions on the leadership teams of two healthcare consulting firms, where he led service line planning projects, developed ambulatory strategic plans, and facilitated creation of hospital/physician alignment strategies, including medical staff development, physician compensation, and clinical integration plans. Prior to this, Mr. Shoger was Senior Director for Financial Planning at the Cleveland Clinic, where he standardized business planning processes system wide, and evaluated new market opportunities locally, nationally, and internationally. He also developed community hospital expansion/renovation plans, clinical program advancement plans, and system-wide service integration plans. Before the Cleveland Clinic, he was a member of the Ernst & Young/Cap Gemini Ernst & Young Healthcare Consulting practice. Mr. Shoger received an M.B.A., with a concentration in Healthcare Finance, from the Weatherhead School of Management at Case Western Reserve University and a B.A. in Biology from The College of Wooster.

16 James W. Blake, Managing Director Measuring the True Cost of Care Facilitators: Jim Blake and Daniel Seargeant Allium PDR Room Jim Blake is a Managing Director of Kaufman Hall and a member of the Executive Committee. With more than 30 years of experience, he is a leader in strategic and financial solutions for healthcare entities. Mr. Blake has provided healthcare organizations expert counsel and guidance in areas including strategy, mergers and acquisitions, enterprise risk management, financing, strategic cost management, capital planning, and reorganization and restructuring. His approach with clients is very organization-specific meeting their critical needs in a way that is fully integrated with their overall strategy across both their operations and non-operating assets and liabilities. He frequently speaks and writes on major topics of concern in the healthcare industry. As a leader in healthcare mergers and acquisitions, Mr. Blake has assisted in the creation of many leading healthcare systems and has extensive experience in assisting in founder type transactions where two or more entities come together to form a new healthcare company. Mr. Blake also has senior managed more than $35 billion of financings, working extensively with multi-hospital systems, managed care companies, integrated delivery networks, academic medical centers, universities and physician practice groups, with credit ratings ranging from noninvestment grade to AA. Prior to joining Kaufman Hall in June 2009, Mr. Blake was a Managing Director of Citigroup s Healthcare Group. Prior to this he was a Director with CS First Boston, and a Manager with Arthur Andersen. Mr. Blake has a degree in Mathematics from Harvard University. Daniel Seargeant, Dr.P.H., Vice President [email protected] Daniel Seargeant is a Vice President with the Software Division at Kaufman Hall. He leads the firm s decision support and costing product design efforts, working with hospitals and health systems to ensure appropriate development priorities and market adoption. Dr. Seargeant is responsible for developing consulting services pertaining to planning, implementing, and leveraging decision support and costing systems, and supporting marketing efforts for these systems. He also works in software strategy and development. Prior to Kaufman Hall, Dr. Seargeant served as the Chief Financial Officer of a large non-profit outpatient community health organization and a for-profit statewide managed care organization. His decision support, costing software, and consulting experience include working as Director of Product Planning at Avega Health System, Inc., and as a Senior Consulting Manager with Health Care Microsystems, Inc. Dr. Seargeant has consulted to healthcare organizations in the areas of strategy, decision support systems, productivity, information technology implementations, and financial policy and procedures. Dr. Seargeant has a Dr.P.H. from the Fielding School of Public Health at the University of California, Los Angeles, an M.B.A. with an emphasis in Finance and Information Technology from UCLA, and a B.A. in Accounting from the College of Idaho.

17 Jody Hill-Mischel, Managing Director Medicaid Issues and Strategies Facilitators: Jody Hill-Mischel and Carlos Bohorquez Pre-Assembly Area Jody Hill-Mischel is a Managing Director of Kaufman Hall and is based in the Los Angeles office, which she directs. With more than 30 years in healthcare consulting, her expertise includes strategic financial and capital planning, strategic options assessment, merger, acquisition, divestiture, and partnership arrangements, and capital and financial advisory services. Ms. Hill-Mischel s clients include healthcare systems, academic medical centers, community medical centers, and physician groups. Ms. Hill-Mischel has written for healthcare professional journals, including hfm magazine, and is a regular speaker on healthcare strategy and finance topics. Recent talks have included educational programs sponsored by the California Hospital Association, the Healthcare Financial Management Association, and the Society for Healthcare Strategy and Marketing Development. Additionally, Ms. Hill-Mischel has been a guest lecturer on healthcare management topics to graduate students at the University of Southern California Health Administration Program. Prior to joining Kaufman Hall in 1987, Ms. Hill-Mischel was in the healthcare practice of Ernst & Young s Los Angeles office, where she was responsible for financial feasibility studies, business/product line evaluations, long-term care analyses, managed care studies, physician group planning, and capital financing projects. Prior to this, she worked in the finance departments of a major teaching hospital and a four-hospital healthcare system. Ms. Hill-Mischel has an M.H.A. from Duke University and a B.A. from Cornell University. She also is a CPA. Carlos Bohorquez, Senior Vice President [email protected] Carlos Bohorquez is a Senior Vice President in Kaufman Hall s Los Angeles office and a member of the firm s Strategic Financial and Capital Planning and Financial Advisory practices. Mr. Bohorquez has more than 10 years of healthcare experience, consulting on a national basis with clients, including regional healthcare systems, academic medical centers, and community medical centers. His focus is financial and capital planning, financial advisory on tax-exempt debt transactions, and contract renegotiations and due diligence analysis related to managed care organizations. More recently, Mr. Bohorquez has worked with clients to analyze the requirements for successful implementation of an accountable care organization and the implications of risk contracts under the new healthcare business model. Prior to joining Kaufman Hall, Mr. Bohorquez was a Senior Consultant with Cap Gemini Ernst & Young s Healthcare Practice, where he planned, implemented, and directed organizational restructuring in the areas of finance, managed care/risk contracting, and revenue cycle. Mr. Bohorquez also previously held senior regional managed care contracting positions in both the health plan and provider settings.

18 Mr. Bohorquez is a regular speaker on the implementation of shared savings programs, healthcare finance, and risk contracting negotiation/analysis at Healthcare Financial Management Association regional and local chapter educational programs. Additionally, Mr. Bohorquez has been a guest lecturer on healthcare finance topics in the Masters of Health Administration program at the University of Southern California. Mr. Bohorquez has an M.H.A with a specialization in Finance from the University of Southern California, and a B.S. in Neuroscience from the University of California, Los Angeles.

19 Dawn Samaris, Senior Vice President Medicare Issues and Strategies Facilitators: Dawn Samaris and Anand Krishnaswamy Lakeview Room Dawn Samaris is a Senior Vice President of Kaufman Hall and a member of the firm s Strategic Financial Planning practice. Ms. Samaris provides strategic financial and capital planning, and financial advisory to hospitals and health systems nationwide, including academic medical centers, regional systems, and community providers. Prior to joining Kaufman Hall, Ms. Samaris was an auditor with Deloitte & Touche, where she worked with leading non-profit, publically traded and private institutions in conducting financial statement and compliance audits. Ms. Samaris also was a Peace Corps volunteer in Guatemala. Ms. Samaris is a regular speaker at healthcare industry conferences, including those sponsored by the Healthcare Financial Management Association (HFMA) and state hospital associations. She received a Helen Yerger/L. Vann Seawell Best Article Award from the HFMA for Ensuring Affordability of Your Hospital s Strategies. Ms. Samaris co-authored this article, which appeared in the May 2009 issue of hfm magazine. Ms. Samaris has an M.B.A. with distinction from Northwestern University s Kellogg School of Management, with concentrations in Healthcare Management and Strategic Analytical Consulting. She received a B.S. in Business Administration summa cum laude from the University of Arizona. Ms. Samaris also is a CPA. Anand Krishnaswamy, Assistant Vice President [email protected] Anand Krishnaswamy is an Assistant Vice President in Kaufman Hall s Strategy practice. His responsibilities focus on providing analytical support in the execution of transactions and technical/resource support for practice operation. Mr. Krishnaswamy previously worked as a Senior Financial Analyst at Lehman Brothers, where he performed mark-to-market valuations for the firm s subprime mortgage lending business and for mergers and acquisitions in the consumer asset space. Mr. Krishnaswamy also was a Senior Associate Consultant at Mars & Co., where he modeled and analyzed cost optimization structures in the Northeast and Texas regions for a Fortune 500 consumer products company. Mr. Krishnaswamy has a J.D. from the Gould School of Law and a Master s of Public Policy from the Sol Price School of Public Policy, both at the University of Southern California. He has a B.S. in Business Administration from Carnegie Mellon University.

20 Michael J. Finnerty, Managing Director Mergers of Equals Facilities: Michael Finnerty and Andy Majka State Room Mike Finnerty is a Managing Director of Kaufman Hall and a member of the firm s Mergers and Acquisitions practice. Mr. Finnerty advises leadership teams and boards on every facet of the merger and acquisition (M&A) process, valuations, and joint venture/partnership exploration and execution. Clients include all types of not-for-profit hospitals and health systems, managed care plans, and other for-profit and not-for-profit entities nationwide. Prior to joining Kaufman Hall, Mr. Finnerty was an investment banker with Shattuck Hammond Partners, where his responsibilities focused on M&A advisory and capital raising services related to, or for, hospitals, imaging, managed care, and healthcare information technology. Prior to this, Mr. Finnerty worked at APM/CSC Healthcare as an Operations Consultant to hospitals and academic medical centers across the country. Mr. Finnerty has an M.B.A. in Finance and Healthcare Management from the Wharton School of the University of Pennsylvania and a B.A. from Middlebury College. Andrew J. Majka, Managing Director and Chief Operating Officer [email protected] Andrew Majka is a Managing Director and the Chief Operating Officer of Kaufman Hall and has been with the firm since June In his tenure with Kaufman Hall, Mr. Majka has been very active in financial and capital planning, debt-related financial advisory, and merger/acquisition/ divestiture engagements for a wide range of healthcare clients, including many multi-state healthcare systems, academic medical centers, stand-alone community providers, and large physician group practices. In particular, Mr. Majka has collaborated with numerous providers in the development and execution of best practice financial and capital planning within the context of strengthening the mission, preserving credit rating, and optimizing access to capital. Since 1993, Mr. Majka has been a financial advisor to more than $15 billion in tax-exempt healthcare financings and more than $10 billion in derivatives. Mr. Majka is a frequent speaker on healthcare finance topics, and was presented twice with a Distinguished Speaker Award by the Healthcare Financial Management Association (HFMA) in connection with the Annual National Institute. Additionally, Mr. Majka has been a recent speaker at various national and regional educational programs for the HFMA, VHA, The Governance Institute, the American College of Healthcare Executives, and other healthcare professional organizations. Mr. Majka has an M.B.A. from the University of Wisconsin-Madison with a concentration in Finance. He received a B.S. with honors from the University of California-Davis.

21 New Challenges in Capital Allocation Facilitators: Jason Sussman and Jess Block Lakeview Room Jason H. Sussman, Managing Director, Kaufman, Hall & Associates, LLC, and Chief Executive Officer, Axiom EPM, LLC Jason Sussman, a Managing Director of Kaufman Hall, directs the firm s Strategic Financial and Capital Planning practices. He also is Chief Executive Officer of Axiom EPM, LLC, a subsidiary of Kaufman Hall, and responsible for the oversight of the combined Kaufman Hall Software Division. In addition to his management responsibilities, Mr. Sussman provides planning and financial advisory services for hospitals, healthcare systems, and physician groups nationwide. His areas of expertise include strategic financial planning, capital allocation, mergers and acquisitions, financing transactions, and management software. Prior to joining Kaufman Hall, Mr. Sussman directed the Chicago Capital Finance Group of a national accounting firm s healthcare consulting practice. Prior to this, Mr. Sussman was the Special Assistant to the President at Michael Reese Hospital and Medical Center in Chicago, responsible for the Certificate of Need and capital budgeting processes. Mr. Sussman is the author of The Healthcare Executive s Guide to Allocating Capital, which was published in 2007 by Health Administration Press, the publishing arm of the American College of Healthcare Executives (ACHE). In addition, he has authored articles for various industry periodicals, including hfm magazine, Strategic Financial Planning, and others, and was a contributing author to Best Practice Financial Management: Six Key Concepts for Healthcare Leaders, Third Edition and The Financially Competitive Healthcare Organization. Mr. Sussman received a Helen Yerger/L. Vann Seawell Best Article Award from the Healthcare Financial Management Association (HFMA) for Ensuring Affordability of Your Hospital s Strategies. He co-authored this article, which appeared in the May 2009 issue of hfm magazine. Mr. Sussman is a frequent presenter at national and regional seminars sponsored by the HFMA and its chapters, ACHE, the American Hospital Association, numerous state hospital associations, the National Association of Children s Hospitals and Related Institutions, and other industry organizations. Mr. Sussman received an M.B.A. in Finance and Accounting with a specialization in Healthcare Management from Northwestern University's J.L. Kellogg Graduate School of Management and a B.A. from the Johns Hopkins University. He holds a CPA certificate in Illinois, is a member of the First Illinois chapter of HFMA, and of the ACHE. Jess Block, Vice President [email protected] Jess Block is a Vice President in Kaufman Hall s Software practice. Since joining the firm in 2008, Mr. Block has implemented, trained, and consulted with health systems nationwide in the use of the Kaufman Hall Software Suite. He is the Product Manager for the Suite s Capital Advisor and Strategic Cost Advisor software systems, leading the design and development teams and helping to guide the products future direction.

22 Mr. Block brings more than 15 years of software design, financial modeling, and consulting experience to his current role. He started his Kaufman Hall career in the Financial Advisory and Financial Planning practices, where his responsibilities included financial modeling and analytics to support the financial and capital planning and capital allocation processes of organizations nationwide. Prior to joining Kaufman Hall, Mr. Block was a manager at Archstone Consulting, where his responsibilities included post-merger integration, financial process design, and project management. Prior to this, he was Vice President of Consulting at Strata Decision Technology. Mr. Block has a B.A. in Finance and Actuarial Science from the University of Illinois at Urbana- Champaign.

23 Planning the Delivery Network of the Future Facilitators: Walter Morrissey, M.D., and John Poziemski State Room Walter W. Morrissey, M.D., Senior Vice President Walter Morrissey, M.D., Senior Vice President of Kaufman Hall, has more than 18 years of healthcare experience working as a clinician, strategic advisor, and administrator. He is a member of Kaufman Hall s Strategy practice, and is focused on assisting hospitals and health systems with designing and rationalizing regional delivery networks, clinical and physician alignment strategy, and integrated strategic and financial planning to prepare for the transition to value-based healthcare. Prior to joining Kaufman Hall, Dr. Morrissey was a Vice President at Sg2, an international healthcare intelligence and consulting firm. He has worked with hospitals, health systems, device manufacturers, and venture firms both in the U.S. and around the world. Dr. Morrissey spent nearly 10 years practicing part-time as a board certified Internist at Hines VA Hospital. Dr. Morrissey is a frequent speaker at conferences, national meetings, and industry events. He serves on the Clinical Advisory Panel of Santé Health Ventures, a healthcare venture capital firm in Austin, Texas. Dr. Morrissey sits on the Board of Directors of Algonquin State Bank in Algonquin, Ill. Dr. Morrissey received an M.D. from Loyola University Stritch School of Medicine and a Bachelor s degree, cum laude, from the University of Notre Dame. He completed a residency in Internal Medicine at Loyola University Medical Center, and an additional year of clinical training in Loyola s Division of Cardiovascular Disease. John Poziemski, Vice President [email protected] John Poziemski is a Vice President of Kaufman Hall and is based in the firm s Los Angeles office. A member of the Strategy practice, Mr. Poziemski focuses specifically on integrated strategic and financial planning, strategic options evaluation, mergers and acquisitions, and value-based transformation initiatives, working primarily with provider organizations in the western region. Prior to joining Kaufman Hall, Mr. Poziemski worked at Sg2, where he was a member of both the solutions and consulting teams. While at Sg2, he managed a variety of consulting engagements and business-development activities focused on clinical program development and physician integration strategy. Mr. Poziemski is a regular presenter at industry conferences and board retreats. Mr. Poziemski has a B.S., with honors and distinction, from the University of Illinois at Urbana- Champaign.

24 Kristopher M. Goetz, Vice President Productivity Management Facilitators: Kristopher M. Goetz and Robert Donnert Pre-Assembly Area Kristopher Goetz is a Vice President in Kaufman Hall s Strategic Financial and Capital Planning practice, concentrating on Strategic Cost Management. With significant expertise in hospital operations and financial management, he advises clients nationwide, including regional healthcare systems, academic medical centers, community hospitals, and other healthcare providers. Mr. Goetz s experience includes leading hospitals through major cost-reduction initiatives while ensuring exceptional patient outcomes. With a particular focus on labor costs, he advises hospitals on the best way to improve efficiencies, reduce waste, and eliminate redundancies. Prior to joining Kaufman Hall, Mr. Goetz held numerous leadership positions at Northwestern Memorial Hospital in Chicago, including Director of Operations, Manager of Performance and Innovation, and Process Improvement Leader. Mr. Goetz was accountable for the hospital s patient care budget and directing improvement portfolios related to patient safety, satisfaction, and hospital throughput. He also served as Interim Director of both the Emergency Department and the Neonatal Intensive Care Unit. Prior to Northwestern, Mr. Goetz spent five years at Solucient (now Truven Analytics), consulting with hospitals on operational assessments and financial improvement initiatives. Mr. Goetz holds an M.A. in Clinical Psychology and a B.A. in Psychology from Eastern Illinois University. Robert Donnert, Vice President [email protected] Robert Donnert is a Vice President of Kaufman Hall, with leadership responsibilities related to the firm s Strategic Cost Management practice. Mr. Donnert consults with clients nationwide including regional healthcare systems, academic medical centers, community hospitals, and other healthcare providers. Prior to joining Kaufman Hall, Mr. Donnert was a Managing Director at FTI Consulting, where he provided executive leadership for multiple integrated projects including children s hospitals and academic medical centers. Prior to FTI, Mr. Donnert was a Project Director for Huron Healthcare, responsible for providing leadership for integrated service line assessments and implementations, and delivering solutions including labor workforce, revenue cycle, non-labor, human resources, clinical documentation improvement, physician services, and clinical performance improvement. Earlier in his career, he held management roles at ACS Healthcare Solutions, Compirion Healthcare, HCA, Ernst & Young, and West Hudson & Company. Mr. Donnert holds an M.H.A. from the University of La Verne and a B.S. in Public Administration from California State University.

25 Daniel Majka, Managing Director Rolling Forecasting for Financial Management Facilitators: Daniel Majka and Debra Miller Delaware Room Dan Majka is a Managing Director in Kaufman Hall s Los Angeles office and a member of the firm s Financial Planning, Financial Advisory, and Strategy practices. Mr. Majka consults on a national basis for clients, including regional healthcare systems, academic medical centers, and community hospitals. His areas of expertise include the preparation of integrated strategic and financial plans, development of capital allocation processes, financial advisory services for debt transactions, and merger and acquisition-related financial analyses. Mr. Majka also is actively involved in development efforts related to the Kaufman Hall Software Suite. Mr. Majka is a frequent speaker at the meetings of professional associations in the healthcare industry, including the Healthcare Financial Management Association and the American College of Healthcare Executives. His topics include, among others, financial planning and capital allocation for healthcare organizations. Mr. Majka has an M.B.A. and an M.H.A. from The Pennsylvania State University, and a B.A. from the University of California at Santa Barbara. Debra A. Miller, Vice President [email protected] Debra Miller is a Vice President of Kaufman Hall, with responsibility for client services management for all Budget Advisor clients. Since joining the firm in 2001, Ms. Miller has served in several capacities including managing the product direction of Budget Advisor. She has implemented Budget Advisor at more than 150 hospitals and health systems, many of which have multiple hospitals or other facilities. Before joining Kaufman Hall, Ms. Miller was Director of Budget and Decision Support for Columbia St. Mary s, a four-hospital system in Milwaukee, Wisconsin, affiliated with Ascension Health. Prior to this, Ms. Miller was a Budget and Reimbursement Analyst at Aurora Healthcare in Milwaukee, where she was responsible for cost reporting and charge master maintenance. Ms. Miller has an M.S. in Healthcare Financial Management and a B.S. in Molecular Biology from the University of Wisconsin at Madison. She is also a CPA.

26 Strategic Cost Transformation Facilitators: Robert Zeller and Robin Czajka LaSalle Room Robert D. Zeller, Managing Director and Director of National Business Development Bob Zeller is a Managing Director and the Director of National Business Development for Kaufman Hall, based in the Chicago office. He has more than 25 years of experience in the healthcare industry and has led or actively participated in more than 300 engagements with a diverse group of organizations, including healthcare systems, networks, academic medical centers, community hospitals, physician groups, and other provider organizations. Mr. Zeller s expertise includes integrated strategic and financial planning, merger, acquisition, and affiliation assistance, and financial advisory services. Prior to joining Kaufman Hall, Mr. Zeller held executive positions in a Big 5 accounting/consulting firm, and at both Stanford Medical Center and El Camino HealthCare System. He has presented at seminars sponsored by the Healthcare Financial Management Association and the Medical Group Management Association. Mr. Zeller received a B.A. from the University of California, Berkeley. Robin Czajka, RN, Vice President [email protected] Robin Czajka is a Vice President in Kaufman Hall s Strategic Cost Management practice. With more than 20 years of healthcare industry experience, Ms. Czajka consults with clients nationwide including regional healthcare systems, academic medical centers, community hospitals, and other healthcare providers. Her focus encompasses labor and non-labor cost management, Lean clinical operations and efficiency, and hospital and departmental throughput, all with a special emphasis on sustainable change management. Prior to joining Kaufman Hall, Ms. Czajka was the Associate Vice President of Clinical Operations, Supply Chain and Logistics for QHR. In that role, she managed projects in clinical care variation, physician preference cost reduction, Lean operating room and emergency department practices, labor efficiency, case management, clinical documentation improvement, hospital throughput, and nursing operations. Ms. Czajka previously was a principal consultant with University HealthSystem Consortium, working with academic medical centers throughout the country to reduce cost and improve quality. Prior to becoming a consultant, Ms. Czajka s experience includes directing hospital departments, including behavioral health, nuclear medicine, and cardiovascular services. Ms. Czajka has a B.S.N. from Loyola University in Chicago, and is a registered nurse with board certifications in psychiatric nursing and addictions. She is a Lean/Six Sigma black belt and a certified project manager.

27 Mark E. Grube, Managing Director Strategic Partnership Opportunities Facilitators: Mark Grube and Kit Kamholz Pre-Assembly Area Mark Grube, Managing Director, leads Kaufman Hall s Strategic Advisory practice, which provides a broad array of strategy-related services to regional and national healthcare systems, academic medical centers, community hospitals, and specialty providers nationwide. Mr. Grube has more than 25 years of experience in the healthcare industry, as a consultant and as a planning executive with one of the nation s largest healthcare systems. Mr. Grube is a frequent speaker and author on healthcare strategy topics and has published dozens of articles and white papers. He is a three-time winner of the Helen Yerger/L. Vann Seawell Best Article Award from the Healthcare Financial Management Association (HFMA). Mr. Grube has presented at national meetings of the American College of Healthcare Executives (ACHE), The Governance Institute, The Healthcare Roundtable, HFMA, and the Society for Healthcare Strategy and Market Development (SHSMD). He is a member of ACHE, HFMA, SHSMD, and the Leaders Board for Healthcare Strategy and Public Policy. Mr. Grube received an M.B.A. from the University of Chicago Graduate School of Business and a B.S. in Economics, magna cum laude, from Bradley University. Kit A. Kamholz, Managing Director [email protected] Kit Kamholz, Managing Director of Kaufman Hall, directs the firm s Mergers and Acquisitions (M&A) practice. With more than 20 years of M&A experience, focusing on the healthcare industry, Mr. Kamholz provides services related to merger, acquisition, divestiture, joint venture, and investment transactions, strategic options assessment, valuations, fairness opinions, and other strategic financial advisory services. Prior to joining Kaufman Hall in 2002, Mr. Kamholz was as an investment banker with Merrill Lynch, where he managed the firm s small market merger and acquisition group and focused on the healthcare industry. Mr. Kamholz has been involved in hundreds of healthcare-related M&A transactions and has extensive sell-side and buy-side financial advisory services experience in the following healthcare services sectors: Hospitals and health systems Managed care organizations Long-term care (skilled nursing facilities, assisted living, independent living, and continuing care retirement communities) Home health and hospice Physician practices

28 Service lines (including rehabilitation, behavioral health, and dialysis) Outpatient services (including ambulatory surgery centers, imaging centers, and walk-in clinics) Clients have included not-for-profit and for-profit entities, and faith-sponsored organizations. Mr. Kamholz has spoken on M&A-related topics at industry forums, including the American College of Healthcare Executives, the American Hospital Association (AHA), the Health Forum/ AHA Leadership Summit, and Investment in Merger and Acquisition Opportunities in Healthcare. He has authored white papers and numerous articles published in professional journals, including Trustee magazine. Mr. Kamholz has an M.B.A. from DePaul University and a B.S. from Illinois State University. He is also a CPA in Illinois.

29 Understanding the New Healthcare Consumer Facilitators: Dan Clarin and Jason O Riordan Astor Room Dan Clarin, CFA, Vice President [email protected] Dan Clarin is a Vice President in Kaufman Hall's Strategy practice, where he provides integrated strategic and financial planning advisory services for a wide range of clients, including regional healthcare systems, academic medical centers, and community hospitals. Mr. Clarin's responsibilities focus on market development and growth strategy, strategic partnership analysis, population-driven demand, and retail, outpatient, and consumer health-centric delivery strategies. Prior to joining Kaufman Hall, Mr. Clarin worked as a Manager of Finance at Walgreens, where he was responsible for strategic business case development and line-of-business budgeting, forecasting, and financial analysis. Mr. Clarin is a frequent speaker at national and regional professional meetings and has authored numerous articles for national trade journals. Mr. Clarin holds a B.A., cum laude, in Economics from Colgate University, and is a Chartered Financial Analyst (CFA) charter-holder, as designated by the CFA Institute. Jason O Riordan, Vice President [email protected] Jason O Riordan is a Vice President in Kaufman Hall s Strategic Financial and Capital Planning practice. His responsibilities include financial and capital planning support for hospitals and health systems nationwide. Before joining Kaufman Hall, Mr. O Riordan worked at The Advisory Board Company, where he conducted best practice and strategic research for provider clients. He also has held roles at McKinsey & Company and the Mayo Clinic. Mr. O Riordan is a frequent speaker at national and regional professional meetings, including state hospital associations, The Healthcare Roundtable, and the Healthcare Financial Management Association. He has authored articles for national trade journals, including hfm Magazine. Mr. O Riordan has an M.B.A. with high distinction and an M.H.S.A. from the University of Michigan. He received a B.A. in Economics with distinction from Stanford University.

30 Andrew S. Cohen, Senior Vice President Value-Based Contracting Strategies Facilitators: Andrew Cohen and Robert York Pre-Assembly Area Andrew Cohen is a Senior Vice President at Kaufman Hall and a member of the firm s Strategy practice. He provides strategic planning advisory services for a wide range of clients, including healthcare systems, academic medical centers, and community hospitals. Mr. Cohen s responsibilities focus on healthcare reform, value-based contracting, payer relations, market and product development, growth strategy, population-driven demand, and physician and hospital/health system integration. Mr. Cohen has more than 20 years of leadership experience in the healthcare industry. Prior to joining Kaufman Hall, Mr. Cohen was Vice President of Product Development for UnitedHealthcare, Inc., where he focused during his eight-year tenure on commercial, Medicare, group retiree, and value-based plan product development, strategy, sales, network development, contracting and product portfolio management. Mr. Cohen also has held senior positions at other large insurance companies, including Kaiser Permanente, CIGNA, and HealthNet. Additionally, his experience includes working in healthcare and public sector consulting practices for a global technology consulting firm based in Johannesburg, South Africa. Mr. Cohen has a B.A. in Economics from the University of Maine. Robert W. York, Senior Vice President [email protected] Rob York is a Senior Vice President of Kaufman Hall and leader of the Population Health Management division in the firm s Strategy practice. He provides strategic services for a range of healthcare industry clients, including payers, physician organizations, academic health centers, large healthcare systems, public/safety-net providers, and community hospitals. Mr. York s responsibilities focus on developing strategies to help providers remain relevant and viable in the new healthcare environment. Such strategies are based on understanding required shifts to the overall healthcare model, rigorous market landscape and organizational competitive position analysis, attributed population definition, segmentation and demand analysis, value-based competency and network design requirements, and strategic partnership evaluation. Mr. York regularly speaks to boards and at meetings of professional societies, and has published numerous articles in industry journals, including Health Affairs, Spectrum (a publication of the American Hospital Association s Society for Healthcare Strategy and Market Development), and Strategic Financial Planning (a newsletter from the Healthcare Financial Management Association). Prior to joining Kaufman Hall, Mr. York was a consultant with KPMG LLP s West Coast and Midwest Healthcare Practices. He has an M.B.A. from the University of Notre Dame and a B.S. in Business Administration with honors from the University of Arizona.