Accountable Care Organization Summit
Accountable Care Organization Summit
Accountable Care Organization Summit
Accountable Care Organization Summit
Accountable Care Organization Summit
Accountable Care Organization Summit




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Day 1 | Day 2

LIST OF ONSITE AND WEBCAST ATTENDEES
Click here for onsite attendees list.
Click here for webcast attendees list.

SIXTH NATIONAL ACCOUNTABLE CARE ORGANIZATION (ACO) SUMMIT
AGENDA: PRECONFERENCE
Wednesday, June 17, 2015

PRECONFERENCE: LEGAL AND OPERATIONAL ISSUES IN ACO DEVELOPMENT
12:30 p.m.


Welcome and Opening Remarks

S. Lawrence Kocot, JD, LLM, MPA
Visiting Fellow, Economic Studies, The Brookings Institution, Principal and National Leader, Center for Healthcare Regulatory Insight, KPMG, Former Senior Advisor to the Administrator, CMS, Washington, DC (Moderator)

    Speaker Bio

    Larry Kocot is a Principal at KPMG, working within the Health Care and Life Sciences practice in the Washington, DC, office. Mr. Kocot is also the National Leader of the Center for Healthcare Regulatory Insight.

    Mr. Kocot provides strategic advice and counsel to companies on regulatory matters relating to public health care programs, including Medicare and Medicaid. He has served as counsel to a wide range of corporations and associations on a variety of different matters, including investigations by the FTC, DOJ, SEC, and state attorneys general, as well as on qui tam and other litigation. Additionally, Mr. Kocot has represented companies in audits and other disputes with the federal government, advised companies on the development of business arrangements to assure compliance with federal and state fraud & abuse laws, and counseled organizations on the development and formation of accountable care organizations.

    Mr. Kocot is a former Senior Advisor to the Administrator of the Centers for and Medicaid Services (CMS) at the U.S. Department of Health and Human Services. In this capacity, he was involved in a wide range of health care policy issues and operations related to Medicare and Medicaid. Notably, Mr. Kocot was a key member of the management and operations team responsible for pharmaceutical, pharmacy, and pharmacy benefit management (PBM) issues, including the launch and operation of the Medicare Prescription Drug Benefit (Part D). More specifically, he led the development of pharmacy and long-term care pharmacy policy under the Part D program; guided CMS efforts to design and develop new systems functionality for providing beneficiary information to providers in real time at the point of sale; designed and launched CMS initiatives on pharmacy quality and pharmacy quality alliances; developed outreach, communications, and partnership programs with the pharmacy and pharmaceutical communities, including the creation and launch of the Web-based publication Medicare RxUpdate; and supervised pharmaceutical delivery and data management during and after Hurricane Katrina.

    Prior to joining KPMG, Mr. Kocot practiced law at Epstein Becker Green, PC, and Dentons, US LLP. Kocot is currently a visiting fellow in the Economic Studies Program at the Brookings Institution, where he was also Deputy Director of the Engelberg Center for Health Care Reform at Brookings from 2007-2013. Mr. Kocot was a fellow in International Security Studies at the Center for Strategic and International Studies (CSIS), and an adjunct fellow at CSIS for several years thereafter. Before his government service, Mr. Kocot was Senior Vice President and General Counsel at the National Association of Chain Drug Stores, where he was responsible for all legal matters and represented the industry before Congress, state legislatures, and state and federal regulatory agencies.
12:40 p.m. The FTC's Health Care Enforcement Program and Implications for ACOs

  • Preconference Panel Brief

  • Julie Brill, Esq.
    Commissioner Federal Trade Commission; Former Senior Deputy Attorney General and Chief of Consumer Protection and Antitrust, North Carolina Department of Justice; Former Assistant Attorney General for Consumer Protection and Antitrust, Vermont, Washington, DC

      Speaker Bio

      Julie Brill was sworn in as a Commissioner of the Federal Trade Commission on April 6, 2010. She has been named "one of the 50 most powerful people in health care." She advocates for effective antitrust enforcement in the health care, and she wrote the Commission's unanimous decision in ProMedica, dissolving the merger of two hospitals in Toledo, Ohio. Prior to becoming a Commissioner, Ms. Brill was the Senior Deputy Attorney General and Chief of Consumer Protection and Antitrust for the North Carolina Department of Justice. Before that, Commissioner Brill served as an Assistant Attorney General for Consumer Protection and Antitrust for the State of Vermont for over 20 years. Commissioner Brill graduated, magna cum laude, from Princeton University, and from New York University School of Law.

    Robert F. Leibenluft, Esq.
    Partner, Hogan Lovells; Former Assistant Director, Health Care, Bureau of Competition, Federal Trade Commission, Washington, DC

      Speaker Bio

      Bob Leibenluft is a partner at Hogan Lovells in Washington, D.C. where he works exclusively on antitrust matters in the health care sector. In the mid-1990s, Bob served as Assistant Director for Health Care in the FTC' s Bureau of Competition, where he supervised the FTC/DOJ Policy Statements that first addressed clinical integration. Bob is an inaugural fellow of the American Health Lawyers Association, former chair of the ABA Antitrust Section' s Health Committee, Board Chair of HCI3 (the parent company of Prometheus Payment. and Bridges to Excellence), and teaches a course on health care antitrust at George Washington University Law School.

    Douglas C. Ross, Esq.
    Partner, Davis Wright Tremaine LLP, Former Attorney, Antitrust Division, United States Department of Justice, Seattle, WA

      Speaker Bio

      Mr. Ross is an officer of the ABA' s Antitrust Section and delegate appointed by the Section to the ABA' s House of Delegates. He is a past chair of the Section' s Health Care Industry Committee and a past chair of the Antitrust Practice Group of the American Health Lawyers Association. Mr. Ross is an adjunct faculty member at the University of Washington Law School, where he teaches the antitrust course as well as a seminar on competition in health care. He is a member of the Bureau of National Affairs' Health Law Advisory Board and is listed by Chambers USA in Commercial Litigation.

      Before entering private practice, Mr. Ross spent three years at the Antitrust Division. He received his J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar, and his B.A. from Tufts University, where he graduated summa cum laude in economics.
    1:40 p.m. The Evolving Role of the Office of Inspector General in Alternative Payment Models

  • Preconference Panel Brief

  • Troy A. Barsky
    Partner, Health Care Group, Crowell & Moring, Washington, DC

      Speaker Bio

      Troy Barsky is a partner in Crowell & Moring's Washington, D.C. office and a member of the firm's Health Care Group, where he focuses on health care fraud and abuse, and Medicare and Medicaid law and policy. Troy counsels all types of health care entities, including hospitals, group practices, and health plans on the physician self-referral law (Stark Law) and the Anti-Kickback Statute, innovative healthcare delivery models, such as Accountable Care Organizations (ACOs), and Medicare & Medicaid payment and coverage policy. He also defends clients seeking resolution of government health care program overpayment issues or fraud and abuse matters through self-disclosures and negotiated settlements with the U.S. Department of Justice, U.S. Health & Human Services Office of the Inspector General and the Centers for Medicare & Medicaid Services (CMS).

    Kim Brandt, JD
    Chief Oversight Counsel, U.S. Senate Finance Committee, Majority Staff, Washington, DC

      Speaker Bio

      Kimberly Brandt serves as Chief Oversight Counsel for the U.S. Senate Finance Committee where she has served on Committee staff since January 2011. In her role on the Committee, Kim coordinates oversight activities for the full range of Finance Committee issues including tax, treasury, trade, Social Security and healthcare. Her professional experience includes Medicare fraud and abuse detection and prevention; program safeguard contractor oversight; data analysis, medical review and accreditation; provider and supplier enrollment; error rate measurement for Medicare and Medicaid; and enforcement oversight of CMS' administrative actions (including suspensions, overpayments and civil monetary penalties). Prior to joining the Finance Committee staff, Kim was a Senior Counsel at Alston & Bird in Washington, D.C. advising clients on compliance and fraud and abuse issues.

    Vicki Robinson, Esq.
    Senior Counselor for Policy, Office of the Inspector General (OIG), United States Department of Health and Human Services, Washington, DC

      Speaker Bio

      Vicki L. Robinson is Senior Counselor for Policy at the Office of Inspector General of the United States Department of Health and Human Services (OIG), where she advises the Inspector General, as well as OIG and HHS staff and officials, on legal and policy issues related to integrity and oversight of health care reform programs, including insurance market reforms and transformations in payment and delivery of health care. She previously served as the OIG' s Senior Advisor for Health Care Reform and as Chief of the Industry Guidance Branch (IGB) in the Office of Counsel to the Inspector General (OCIG). As IGB Chief, Ms. Robinson was responsible for reviewing business arrangements for compliance with the fraud and abuse laws, preparing advisory opinions, drafting safe harbor regulations, and providing guidance to industry and government stakeholders on the anti-kickback statute, safe harbor regulations, and other fraud and abuse authorities, including the Stark law. Prior to joining OIG, Ms. Robinson was in private practice in Washington, D.C. Ms. Robinson is a graduate of Harvard Law School and Stanford University. She currently serves on the Board of Directors of the American Health Lawyers Association. She has also served on the Governing Council of the Health Law Section of the American Bar Association. Ms. Robinson is a frequent speaker on health care fraud and abuse topics.
    2:30 p.m.

    Considerations for Promoting Patient Engagement

  • Preconference Panel Brief

  • William A. Hensel, MD
    Member, Triad HealthCare Network Operating Committee; Director, Cone Health Family, Medicine Residency Program; Professor, Department of Family Medicine, University of North Carolina School of Medicine, Greensboro, NC

      Speaker Bio

      Dr. William Hensel is Professor of Family Medicine at the University of North Carolina Department of Family Medicine and Program Director for the Cone Health Family Medicine Residency Program in Greensboro, North Carolina. He is a founding member of the operating committee of Triad HealthCare Network, which, to date, has been the most successful ACO in North Carolina. He is also a founding member of the executive council of Cone Health Medical Group, which consists of physicians employed by Cone Health, and serves as chair of the Cone Health Ethics Committee.

    Terri L. Postma, MD, CHCQM
    Medical Officer, Performance-Based Payment Policy Group, Center for Medicare, Centers for Medicare & Medicaid Services (CMS), Baltimore, MD

      Speaker Bio

      Dr. Terri L. Postma is a neurologist and currently serves as Medical Officer in the Center for Medicare (CM) at the Centers for Medicare & Medicaid Services (CMS). Just prior to joining CMS, she completed a public policy fellowship with the Senate Finance Committee during the health care reform debate of the 111th Congress. Following the fellowship, Dr. Postma took up her post at CMS where she advises leadership on policy issues related to Medicare' s payment systems and value-based purchasing initiatives, in addition to serving as lead for the Shared Savings Program.

    Kelly Taylor, RN, MSN, CCM
    ACO Director of Quality & Care Management, Mercy ACO, Des Moines, IA

      Speaker Bio

      Kelly Taylor, RN, MSN, CCM is the Director of Quality & Care Management for the Mercy ACO in Des Moines, IA., which currently includes over 105 participant organizations with over 1,800 providers serving over 117,000 patients throughout urban and rural Iowa. She is responsible for the development, implementation and evaluation of the ACO' s statewide care management program. Kelly also is privileged to serve as the only Iowan chosen for CMS' Innovation Advisors Program.

      Kelly has over 25 years of experience in the areas of case management, disease management, and quality improvement in both the ambulatory and payer settings.
    3:15 p.m. Break
    3:30 p.m.

    Regulatory Burdens on Payment and Performance

  • Preconference Panel Brief

  • Peter Basch, MD
    Medical Director, Ambulatory EHR and Health IT Policy, MedStar Health; Visiting Scholar in Health IT Policy, The Brookings Institution, Washington, DC

      Speaker Bio

      Dr. Basch is a practicing general internist in Washington, DC, and the Medical Director for Ambulatory EHR and Health IT Policy for MedStar Health. He is a Visiting Scholar in Health IT Policy at the Center for Health Policy at the Brookings Institution and a Senior Fellow in Health IT Policy at the Center for American Progress. Dr. Basch is the current chair of the Medical Informatics Committee for the American College of Physicians, and represents the ACP at the Physicians' EHR Coalition. Dr. Basch has been recognized as one of the Top 25 Clinical Informaticists by Modern Healthcare, is a recipient of the Physician Informatics Leadership Award by HIMSS, and was named by Beckers CIO Magazine as one the 26 Smartest People in Health IT.

    Danielle A. Lloyd, MPH
    Vice President, Policy & Advocacy, Deputy Director DC Office, Premier healthcare alliance, Washington, DC

      Speaker Bio

      Danielle Lloyd is the vice president for policy and advocacy as well as deputy director of the Washington, DC office of the Premier healthcare alliance. Premier, Inc. (NASDAQ: PINC) is a leading healthcare improvement company, uniting an alliance of approximately 3,400 U.S. hospitals and 110,000 other providers to transform healthcare.

      Danielle leads Premier's policy analysis and development. She is a national expert on federal healthcare quality and payment polices impacting hospitals, outpatient facilities and physicians, such as value-based purchasing and alternative payment models. Lloyd works with the U.S. Congress, White House, healthcare policymakers, and other major stakeholders involved in healthcare policy and regulation. She also plays a leading role in Premier's large-scale provider collaboratives and Premier's non-profit research arm, the Premier Research Institute.

      Danielle is an active volunteer for Sibley Memorial Hospital's Patient & Family Advisory Council and Quality & Safety team. She is from Los Angeles, has a bachelor's degree from the University of Pennsylvania and has a master's degree in public health from the University of California, Berkeley.

    Robert M. Wah, MD
    Immediate Past President, American Medical Association, Global Chief Medical Officer, Computer Sciences Corporation, Former First Deputy National Coordinator, Office of the National Coordinator for Health Information Technology, HHS, McLean, VA

      Speaker Bio

      Robert M. Wah, MD, is the immediate past president of the American Medical Association, the first Asian-American with that distinction.

      A reproductive endocrinologist and obstetrician-gynecologist, Dr. Wah practices and teaches at the Walter Reed National Military Medical Center and the National Institutes of Health in Bethesda, Maryland.

      A nationally known leader in digital health technology, Dr. Wah is chief medical officer for Computer Sciences Corporation and is a regular among Modern Healthcare magazine's "50 Most Influential Physician Executives."

      Previously, he served as associate chief information officer for the Military Health System and was the first Deputy National Coordinator and Chief Operating Officer at the Department of Health and Human Services. There, he helped direct the Office of National Coordinator in its pursuit of securing electronic medical records for all Americans.

      An AMA House of Delegates member for 17 years, Dr. Wah previously was chair of the AMA Board of Trustees and the AMA Council on Long Range Planning and Development.

      He has served on the faculties of the Harvard Medical School, the University of California, San Diego, and the Uniformed Services University of the Health Sciences.

      Born and raised in Oregon, Dr. Wah has a degree in chemistry from the University of Oregon and an MD from the Oregon Health Sciences University. And he's a graduate of the Advanced Management Program at Harvard Business School.

      He completed his residency at the National Naval Medical Center in Bethesda and a reproductive endocrinology fellowship at Harvard in the Brigham and Women's Hospital in Boston. Dr. Wah served more than 23 years on active duty as a captain in the U.S. Navy Medical Corps.
    4:05 p.m.

    Current State of ACO Analysis

  • Preconference Panel Brief

  • Michael E. Chernew, PhD
    Leonard D. Schaeffer Professor of Health Care Policy, Director of the Healthcare Markets and Regulation (HMR) Lab, Department of Health Care Policy, Harvard Medical School, Boston, MA

      Speaker Bio

      Michael Chernew, Ph.D. is the Leonard D. Schaeffer Professor of Health Care Policy at Harvard Medical School. Dr. Chernew' s research activities focus on several areas, most notably the causes and consequences of growth in health care expenditures, payment reform, and Value Based Insurance Design (VBID). He is a member of the Congressional Budget Office' s Panel of Health Advisors and of the Institute of Medicine Committee on National Statistics. He is the former Vice Chair of the Medicare Payment Advisory Commission, an independent agency established to advise the U.S. Congress on issues affecting the Medicare program. In 2010, he was elected to the Institute of Medicine of the National Academy of Sciences. Dr. Chernew earned his undergraduate degree from the University of Pennsylvania and a doctorate in economics from Stanford University.

    David B. Muhlestein, PhD, JD
    Senior Director of Research and Development, Leavitt Partners, LLC, Salt Lake City, UT

      Speaker Bio

      David Muhlestein is Senior Director of Research and Development at Leavitt Partners. He directs the study of accountable care organizations through the LP Center for Accountable Care Intelligence and leads the firm's quantitative evaluation of health care markets. He is an expert in using policy analysis, predictive modeling and applied analytics to understand the evolving health care landscape and his insights have been quoted by publications such as The Wall Street Journal, The Seattle Times and Modern Healthcare. He completed his PhD and JD at The Ohio State University and his undergraduate at Brigham Young University.

    Michael Taggart, FSA
    Actuary, Standard & Poors Indices, President, Empyrean Benefit Solutions, Inc., Houston, TX

      Speaker Bio

      Michael Taggart is an actuary and the market leader for the S&P Healthcare Cost Indices. Michael has extensive experience in the healthcare field, having been with AonHewitt, where he was the national practice leader for Healthcare Analytics and also with Mercer, where he was the healthcare practice leader for the Southwest Region. From 1998 to 2004, Michael was President and co-founder of Synhrgy HR Technologies, a startup firm providing technology and benefit administration services to large employers. Synhrgy was acquired by Mercer in 2004. Michael is also a Fellow of the Society of Actuaries.
    4:50 p.m.


    Wrap-Up and Concluding Remarks

    S. Lawrence Kocot, JD, LLM, MPA
    Visiting Fellow, Economic Studies, The Brookings Institution, Principal and National Leader, Center for Healthcare Regulatory Insight, KPMG, Former Senior Advisor to the Administrator, CMS, Washington, DC

      Speaker Bio

      Larry Kocot is a Principal at KPMG, working within the Health Care and Life Sciences practice in the Washington, DC, office. Mr. Kocot is also the National Leader of the Center for Healthcare Regulatory Insight.

      Mr. Kocot provides strategic advice and counsel to companies on regulatory matters relating to public health care programs, including Medicare and Medicaid. He has served as counsel to a wide range of corporations and associations on a variety of different matters, including investigations by the FTC, DOJ, SEC, and state attorneys general, as well as on qui tam and other litigation. Additionally, Mr. Kocot has represented companies in audits and other disputes with the federal government, advised companies on the development of business arrangements to assure compliance with federal and state fraud & abuse laws, and counseled organizations on the development and formation of accountable care organizations.

      Mr. Kocot is a former Senior Advisor to the Administrator of the Centers for and Medicaid Services (CMS) at the U.S. Department of Health and Human Services. In this capacity, he was involved in a wide range of health care policy issues and operations related to Medicare and Medicaid. Notably, Mr. Kocot was a key member of the management and operations team responsible for pharmaceutical, pharmacy, and pharmacy benefit management (PBM) issues, including the launch and operation of the Medicare Prescription Drug Benefit (Part D). More specifically, he led the development of pharmacy and long-term care pharmacy policy under the Part D program; guided CMS efforts to design and develop new systems functionality for providing beneficiary information to providers in real time at the point of sale; designed and launched CMS initiatives on pharmacy quality and pharmacy quality alliances; developed outreach, communications, and partnership programs with the pharmacy and pharmaceutical communities, including the creation and launch of the Web-based publication Medicare RxUpdate; and supervised pharmaceutical delivery and data management during and after Hurricane Katrina.

      Prior to joining KPMG, Mr. Kocot practiced law at Epstein Becker Green, PC, and Dentons, US LLP. Kocot is currently a visiting fellow in the Economic Studies Program at the Brookings Institution, where he was also Deputy Director of the Engelberg Center for Health Care Reform at Brookings from 2007-2013. Mr. Kocot was a fellow in International Security Studies at the Center for Strategic and International Studies (CSIS), and an adjunct fellow at CSIS for several years thereafter. Before his government service, Mr. Kocot was Senior Vice President and General Counsel at the National Association of Chain Drug Stores, where he was responsible for all legal matters and represented the industry before Congress, state legislatures, and state and federal regulatory agencies.
    5:00 p.m. Adjournment

    Go to Agenda:
    Preconference | Day 2

    LIST OF ONSITE AND WEBCAST ATTENDEES
    Click here for onsite attendees list.
    Click here for webcast attendees list.

    SIXTH NATIONAL ACCOUNTABLE CARE ORGANIZATION (ACO) SUMMIT
    AGENDA: DAY I
    Thursday , June 18, 2015

    DAY 1: SUMMIT OPENING
    8:30 a.m.

    Welcome, Introductions and Overview

    Elliott S. Fisher, MD, MPH
    Director, Dartmouth Institute for Health Policy and Clinical Practice, John E Wennberg Distinguished Professor of Health Policy, Medicine and Community and Family Medicine, Geisel School of Medicine at Dartmouth, Co-Director, Dartmouth Atlas of Health Care, Lebanon, NH

      Speaker Bio

      Dr. Fisher is Director of the Dartmouth Institute for Health Policy and Clinical Practice and the John E Wennberg Distinguished Professor of Health Policy, Medicine and Community and Family Medicine at the Geisel School of Medicine at Dartmouth. He is also Co-Director of the Dartmouth Atlas of Health Care.

      His recent work has focused on developing and evaluating policy approaches to slowing the growth of health care spending while improving quality. He was one of the originators of the concept of "accountable care organizations" (ACOs) and worked with colleagues to carry out the research that led to their inclusion in the Affordable Care Act. His current research focuses on exploring the determinants of successful ACO formation and performance.
    Mark McClellan, MD, PhD
    Senior Fellow in Economic Studies and Director, Initiatives on Value and Innovation in Health Care, The Brookings Institution; Former CMS Administrator and FDA Commissioner, Washington, DC

      Speaker Bio

      A doctor and economist by training, he also has a highly distinguished record in public service and in academic research. Dr. McClellan is a former administrator of the Centers for Medicare & Medicaid Services (CMS) and former commissioner of the U.S. Food and Drug Administration (FDA), where he developed and implemented major reforms in health policy. These include the Medicare prescription drug benefit, the FDA' s Critical Path Initiative, and public-private initiatives to develop better information on the quality and cost of care. Dr. McClellan chairs the FDA' s Reagan-Udall Foundation, is co-chair of the Quality Alliance Steering Committee, sits on the National Quality Forum' s Board of Directors, is a member of the Institute of Medicine, and is a research associate at the National Bureau of Economic Research. He previously served as a member of the President' s Council of Economic Advisers and senior director for health care policy at the White House, and was an associate professor of economics and medicine at Stanford University.
    9:00 a.m.

    Keynote Address/Discussion: Centers for Medicare and Medicaid Services Perspective on Payment Reform

    Patrick H. Conway, MD, MSc
    Deputy Administrator for Innovation and Quality, Chief Medical Officer, Director, Center for Medicare and Medicaid Innovation and Director, Office of Clinical Standards and Quality, Center for Medicare and Medicaid Services, US Department of Health and Human Services, Baltimore, MD

      Speaker Bio

      Patrick Conway, MD, MSc, is Chief Medical Officer for the Centers for Medicare & Medicaid Services (CMS), Director of the Center for Clinical Standards and Quality, and the Director of the Center for Medicare and Medicaid Innovation.

      Previously, he was Director of Hospital Medicine and an Associate Professor at Cincinnati Children' s Hospital. He was also AVP Outcomes Performance, responsible for leading measurement, including the electronic health record measures, and facilitating improvement of health outcomes across the health care system. Previously, he was Chief Medical Officer at the Department of Health and Human Services (HHS) in the Office of the Assistant Secretary for Planning and Evaluation. In 2007-08, he was a White House Fellow assigned to the Office of Secretary in HHS and the Director of the Agency for Healthcare Research and Quality.
      Presentation Material (Acrobat)
    9:30 a.m.

    Keynote Panel #1: Aligning Goals on Payment Reform

  • Keynote #1 Panel Brief
  • John Bertko, FSA, MAAA
    Chief Actuary, Covered California; Former Director, Office of Special Initiatives and Pricing, Center for Consumer Information and Insurance Oversight (CCIIO), Centers for Medicare and Medicaid Services, Sacramento, CA

      Speaker Bio

      John Bertko is currently an independent actuarial consultant working as the Chief Actuary with Covered California (California' s Insurance Marketplace) and was the Director of Special Initiatives and Pricing in the Center for Consumer Information and Insurance Oversight at the Centers for Medicare and Medicaid Services (CMS), retiring from this position as of January 31, 2014. He served as a senior actuarial advisor on various private insurance initiatives, including risk adjustment, insurance programs and insurance oversight activities. He served on the Massachusetts Connector Board from October 2014 to March 2015. He formerly was a Senior Fellow at the LMI Center for Health Reform, Adjunct Staff at RAND, a Visiting Scholar at the Brookings Institution, a Visiting Scholar at the Center for Health Policy at Stanford and the retired Chief Actuary of Humana Inc., where he managed the corporate actuarial group and directed work by actuarial staff for Humana' s major business units, including developing Part D, Medicare Advantage and consumer-driven health care products. He has extensive experience with risk adjustment and has served in several public policy advisory roles. He served on the panel of health advisors for the Congressional Budget Office and completed a 6-year term on the Medicare Payment Advisory Commission (MedPAC). He served the American Academy of Actuaries as a board member from 1994 to 1996 and as vice president for the health practice council from 1995 to 1996. He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He has a B.S. in mathematics from Case Western Reserve University.
    Carmella Bocchino
    Executive Vice President, Clinical Affairs, America's Health Insurance Plans (AHIP), Washington, DC

      Speaker Bio

      Carmella Bocchino, R.N., M.B.A., is a leading authority in identifying strategies that promote greater organization in the health care delivery system and advance innovative payment models that drive quality and value. As executive vice president at America's Health Insurance Plans (AHIP), Ms. Bocchino works with the executives of member organizations to develop patient-centered programs and tools, foster private-public partnerships and advance an interconnected highly functioning health care system.

      A registered professional nurse and former hospital administrator, Ms. Bocchino's clinical and public policy expertise has been widely recognized by national and state lawmakers, policymakers, patient advocacy groups, employers, and throughout the health care community.
    Robert S. Galvin, MD, MBA
    Chief Executive Officer, Equity Healthcare; Operating Partner, Blackstone; Chair, Catalyst for Payment Reform, New York, NY

      Speaker Bio

      Dr. Robert Galvin is the Chief Executive Officer of Equity Healthcare (EH), which oversees the management of health care for firms owned by private equity companies. Before joining Blackstone, Dr. Galvin was Executive Director of Health Services and Chief Medical Officer for General Electric (GE) for fifteen years.

      Dr. Galvin is a nationally recognized leader in the areas of market-based health policy and financing, quality measurement and payment reform. He was a co-founder of the Leapfrog Group, founder of Bridges to Excellence/PROMETHEUS and Catalyzing Payment Reform (CPR).

      Dr. Galvin sits on the Institute of Medicine' s Board on Health Care Services. He is also on the Boards of the National Quality Forum and CPR. Dr. Galvin is Professor Adjunct of Medicine and Health Policy at Yale.
    Robert C. Sehring
    Chief Executive Officer - Central Region, OSF Healthcare System, Peoria, IL

      Speaker Bio

      In this position, he oversees services at four OSF hospitals: Peoria-based OSF Saint Francis Medical Center, Galesburg, Ill.-based OSF St. Mary Medical Center, Monmouth, Ill.-based OSF Holy Family Medical Center and Kewanee, Ill.-based OSF Saint Luke Medical Center. He also coordinates the strategic direction of OSFHCS' various operating units throughout the Central Region. Finally, in addition to his responsibilities for the Central Region, Mr. Sehring oversees OSFHCS' Accountable Care and Managed Care departments.

      Among various outside industry organizations, Mr. Sehring serves on the Health Care Transformation Task Force, which is a consortium of healthcare organizations and professionals committed to moving a significant portion of healthcare toward value-based payment arrangements by 2020.

      Mr. Sehring is stepping into this role from his prior role as chief of ministry services officer with OSF, in which he led the organization's value-based care agreements and participation in the Pioneer program.
    Mark McClellan, MD, PhD
    Senior Fellow in Economic Studies and Director, Initiatives on Value and Innovation in Health Care, The Brookings Institution; Former CMS Administrator and FDA Commissioner, Washington, DC (Moderator)

      Speaker Bio

      A doctor and economist by training, he also has a highly distinguished record in public service and in academic research. Dr. McClellan is a former administrator of the Centers for Medicare & Medicaid Services (CMS) and former commissioner of the U.S. Food and Drug Administration (FDA), where he developed and implemented major reforms in health policy. These include the Medicare prescription drug benefit, the FDA's Critical Path Initiative, and public-private initiatives to develop better information on the quality and cost of care. Dr. McClellan chairs the FDA's Reagan-Udall Foundation, is co-chair of the Quality Alliance Steering Committee, sits on the National Quality Forum's Board of Directors, is a member of the Institute of Medicine, and is a research associate at the National Bureau of Economic Research. He previously served as a member of the President's Council of Economic Advisers and senior director for health care policy at the White House, and was an associate professor of economics and medicine at Stanford University.
    10:30 a.m. Break
    11:00 a.m.

    Keynote Panel #2: Future Directions for Transforming Health Care Delivery through ACOs

  • Keynote #2 Panel Brief
  • Andrew Dreyfus
    President and Chief Executive Officer, Blue Cross Blue Shield of Massachusetts, Boston, MA

      Speaker Bio

      Andrew Dreyfus is President and Chief Executive Officer at Blue Cross Blue Shield of Massachusetts.

      Previously, Andrew served as BCBSMA's Executive Vice President, where he led the company's development of the Alternative Quality Contract, one of the largest payment reform initiatives in the nation.

      Andrew served as the first President of the Blue Cross Blue Shield of Massachusetts Foundation, which launched the "Roadmap to Coverage," that contributed to the passage of the state's 2006 Health Reform Law.

      Andrew is Chairman of the Board of the United Way, and serves on the boards of the Schwartz Center for Compassionate Healthcare, Jobs for Massachusetts, and the advisory boards of the Ariadne Labs and the BU School of Public Health.
    Richard Merkin, MD
    President and Chief Executive Officer, Heritage Medical Systems, Del Rey, CA

      Speaker Bio

      Richard Merkin has been the CEO and founder of the Heritage Group since 1979. Under his stewardship, the Heritage Group has become the largest, physician­ owned and operated integrated delivery system in the United States with over 50 related healthcare companies. The Heritage Group encompasses numerous patent, venture capital, private equity, and insurance companies. Dr. Merkin serves on the Board of the California Institute of Technology and the Keck School of Medicine at the University of Southern California. He is the Co-founder of Fastercures. He has established the Richard Merkin Foundation for Stem Cell Research at the Broad Institute at Harvard and the Massachusetts Institute of Technology, the Richard Merkin Initiative at the Johns Hopkins Brain Sciences Institute, and the Richard Merkin Foundation for Neural Regeneration at UCLA.

      He is on the board of the California Nano Systems Institute and serves on many other boards that focus on science, healthcare and finance. Inspired by the x­Prize Foundation, Dr. Merkin launched the Heritage Health Prize, a $3 million global incentivized competition seekingto achieve a fundamental breakthrough in our ability to predict future hospitalization.
    Elliott S. Fisher, MD, MPH
    Director, Dartmouth Institute for Health Policy and Clinical Practice, John E Wennberg Distinguished Professor of Health Policy, Medicine and Community and Family Medicine, Geisel School of Medicine at Dartmouth, Co-Director, Dartmouth Atlas of Health Care, Lebanon, NH (Moderator)

      Speaker Bio

      Dr. Fisher is Director of the Dartmouth Institute for Health Policy and Clinical Practice and the John E Wennberg Distinguished Professor of Health Policy, Medicine and Community and Family Medicine at the Geisel School of Medicine at Dartmouth. He is also Co-Director of the Dartmouth Atlas of Health Care.

      His recent work has focused on developing and evaluating policy approaches to slowing the growth of health care spending while improving quality. He was one of the originators of the concept of "accountable care organizations" (ACOs) and worked with colleagues to carry out the research that led to their inclusion in the Affordable Care Act. His current research focuses on exploring the determinants of successful ACO formation and performance.
    12:00 p.m.

    The Next Frontier of Healthcare

    Michael Leavitt
    Founder and Chairman, Leavitt Partners; Former Governor of Utah; Former Secretary, US Department of Health and Human Services, Salt Lake City, UT

      Speaker Bio

      Michael O. Leavitt is the founder and chairman of Leavitt Partners, a health care intelligence business. In previous roles, Leavitt served as secretary of Health and Human Services (2005-2009), administrator of the Environmental Protection Agency (2003-2005) and three-time elected governor of Utah (1993-2003). While at EPA he oversaw the implementation of the most protective ground-level ozone standards in our nation' s history and signed the Clean Diesel Rule, a landmark rule to cleanup nonroad diesel fuel. His service at HHS included the implementation of the Medicare Part D Prescription Drug Program and the planning and preparation for a pandemic flu. Known as a seasoned expert in public policy, global health and health system reform, Leavitt is a sought after speaker and advisor to CEOs, governors, Members of Congress and political candidates. He and his wife Jackie have been married 37 years and lead a full live with five children and eleven grandchildren.
      Presentation Material (Acrobat)
    12:30 p.m. Networking Luncheon

    TRACKS GROUP I (Choose one of the following Tracks)
    TRACK 1: ALTERNATIVE APPROACHES TO MEANINGFUL QUALITY IMPROVEMENT AND MEASUREMENT
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 1 agenda.
    ACO Summit Panel Briefs (Acrobat)

    1:30 p.m.

    Keynote/Moderator:

    Thomas Valuck, MD, JD
    Partner, Discern Health; Former Senior Vice President for Strategic Partnerships, National Quality Forum; Former Senior Advisor and Medical Officer, Center for Medicare and Medicaid Services, Baltimore, MD

    Presentation Material (Acrobat)
    Panel:
    Michael G. Hunt, DO, FACOP, FAAP, MMI
    Chief Medical Officer and Chief Medical Information Officer, St. Vincent's Health Partners, Inc., Bridgeport, CT

      Speaker Bio

      Dr. Hunt, CPHO at St. Vincent's Health Partners, Inc. (SVHP), graduated from the University of Osteopathic Medicine and Health Sciences, Des Moines, IA, and completed his residency in Pediatrics at William Beaumont Army Medical Center, El Paso, TX. He completed his Masters in Medical Informatics at Northwestern University, and has academic appointments including assistant professor, Department of Pediatrics, Frank H. Netter MD School of Medicine At Quinnipiac University, Connecticut. He has led the clinical implementation of the EMR in ambulatory and inpatient environments, and developed chronic disease registries, clinical quality reporting, best practice standardization and managed transition to an ACO. SVHP is the first accredited healthcare organization recognized by URAC for clinical integration, and Dr. Hunt co-authored "Coordinating Care - Transforming the Delivery Process" Chapter in the Clinical Integration: Population Health and Accountable Care 3rd edition. SVHP continues to define medical management and medical services.
    Simone Karp, RPh
    Executive Vice President, Business Development, CECity.com, Inc., Homestead, PA

      Speaker Bio

      Ms. Karp, Co-Founded CECity 19 years ago and serves in the role of Chief Business Officer. Ms Karp has over 28 years of healthcare industry experience, with a focus on quality and performance assessment, measurement and improvement, continuous professional development, and healthcare consulting services for the pharmaceutical and biotechnology industries.

      During her career, Ms. Karp has pioneered efforts to improve the quality of patient care through the development of cloud and registry based technology solutions that align quality and performance improvement, continuous professional development and value based payment.

      Prior to CECity, Ms. Karp worked in the Pharmaceutical and Biotechnology industries for Lederle Laboratories and Amgen, Inc. And Co-Founded a healthcare consulting company, Integrated Healthcare Associates.

      Ms Karp is an Oncology Pharmacist and holds a BS degree in Pharmacy from the University of Pittsburgh.
    Kevin Larsen, MD, FACP
    Medical Director, Meaningful Use, Office of the National Coordinator of Health IT; Associate Professor of Internal Medicine, University of Minnesota; Former Chief Medical Informatics Officer, Hennepin County Medical Center, Washington, DC

      Speaker Bio

      Kevin L. Larsen, MD is Medical Director of Meaningful Use at the Office of the National Coordinator for Health IT. He leads ONCs work on quality policy, measurement and improvement, including clinical decision support and registries. He serves on a number of HHS and national groups coordinating measure policy and measure sets. Prior to working for the federal government he was Chief Medical Informatics Officer and Associate Medical Director at Hennepin County Medical Center in Minneapolis, Minnesota. He is also an Associate Professor of Medicine at the University of Minnesota. His research includes health care financing for people living in poverty, computer systems to support clinical decision making, and health literacy. In Minneapolis he was also the Medical Director for the Center for Urban Health, a hospital, community collaboration to eliminate health disparities.
    Lewis G. Sandy, MD, FACP
    Senior Vice President, Clinical Advancement, UnitedHealth Group; Senior Fellow, School of Public Health, Department of Health Policy and Management, University of Minnesota, Minnetonka, MN

      Speaker Bio

      Lewis G. Sandy, M.D., is Executive Vice President, Clinical Advancement, UnitedHealth Group (a Fortune 25 diversified health and well-being company dedicated to helping people live healthier lives). At UnitedHealth Group he focuses on clinical innovation, payment/delivery reforms to modernize our health care system, and physician collaboration. He also is a Principal in the UnitedHealth Center for Health Reform and Modernization, with a focus on payment/delivery innovation and policy. From 2003 to 2007, he was EVP and Chief Medical Officer of UnitedHealthcare, UnitedHealth Group' s largest business focusing on the employer/individual health benefits market. From 1997 to 2003, he was EVP of The Robert Wood Johnson Foundation. At RWJF, he was responsible for the Foundation's program development and management, strategic planning and administrative operations. Prior to this, Dr. Sandy was a program VP of the Foundation, focusing on the Foundation's workforce, health policy, and chronic care initiatives. An internist and former health center medical director at the Harvard Community Health Plan in Boston, Massachusetts, Dr. Sandy received his B.S. and M.D. degrees from the University of Michigan and an M.B.A. degree from Stanford University. A former RWJF Clinical Scholar and Clinical Fellow in Medicine at the University of California, San Francisco, Dr. Sandy served his internship and residency at the Beth Israel Hospital in Boston. He is a Senior Fellow of the University of Minnesota School of Public Health, Department of Health Policy and Management.
    3:00 p.m. Break

    TRACK 2: COMMERCIAL ACO INNOVATION AND GROWTH
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 2 agenda.
    ACO Summit Panel Briefs (Acrobat)

    1:30 p.m.

    Keynote/Moderator:

    David B. Muhlestein, PhD, JD
    Senior Director of Research and Development, Leavitt Partners, LLC, Salt Lake City, UT

      Speaker Bio

      David Muhlestein is Senior Director of Research and Development at Leavitt Partners. He directs the study of accountable care organizations through the LP Center for Accountable Care Intelligence and leads the firm's quantitative evaluation of health care markets. He is an expert in using policy analysis, predictive modeling and applied analytics to understand the evolving health care landscape and his insights have been quoted by publications such as The Wall Street Journal, The Seattle Times and Modern Healthcare. He completed his PhD and JD at The Ohio State University and his undergraduate at Brigham Young University.
      Presentation Material (Acrobat)
    Panel:
    D. Keith Fernandez, MD
    President & Physician-in-Chief, Memorial Hermann Physician Network; Chief Medical Officer, Memorial Hermann ACO, Houston, TX

      Speaker Bio

      Dr. Keith Fernandez is President and Physician-in-Chief of MHMD, the Memorial Hermann Physician Network, and Chief Medical Officer of the Memorial Herman Accountable Care Organization (MHACO) in Houston, Texas. Dr. Fernandez has been a member of MHMD for 22 years and served as Director and Chairman of the Board immediately prior to his current role. He chairs the Clinical Programs Committee, with over 40 specialty and subspecialty committees that provide governance for quality, safety and cost efficiency for MHMD and Memorial Hermann Health System (MHHS).

      Dr. Fernandez attended Florida State University and received his bachelor' s degree from University of South Florida. He received his doctorate of medicine in 1981 from the Uniformed Services University of the Health Sciences Ebert School of Medicine in Bethesda, Maryland. Dr. Fernandez completed his residency in Internal Medicine at David Grant Medical Center (affiliated with University of California at Davis) and his fellowship in Gastroenterology at Wilford Hall USAF Medical Center. He is currently an adjunct Clinical Professor of Medicine at The University of Texas Health Science Center at Houston. He is board-certified in Internal Medicine, Gastroenterology and Hepatology. He continues in part time, private practice as a gastroenterologist.
    Dana Gilbert
    Chief Operating Officer, Advocate Physician Partners, Chicago, IL

      Speaker Bio

      Dana Gilbert has served as Chief Operating Officer for Advocate Physician Partners since April 2013, overseeing APP field operations, physician engagement, medical services, clinical integration and clinical innovation.

      Gilbert previously held the role of Vice President of Clinical Innovation at APP, leading initiatives to support value based agreements and Advocate' s population health strategy. He joined APP in 2000 as a PHO Director, having spent 15 years prior at Advocate Illinois Masonic Medical Center.

      Gilbert earned his bachelor' s degree from the Massachusetts Institute of Technology (MIT) and master' s degree in management (healthcare/finance) from the Sloan School of Management at MIT.
    H. Scott Sarran, MD, MM
    Divisional Senior Vice President and Chief Medical Officer, Government Programs, Health Care Service Corporation, Former Chief Medical Officer, Blue Cross Blue Shield of Illinois, Chicago, IL

      Speaker Bio

      H. Scott Sarran, M.D., is Divisional Senior Vice President and Chief Medical Officer, Government Programs, Health Care Service Corporation (HCSC). He is responsible for network strategy and oversight (including ACOs), medical management and quality for HCSC' s government programs in all five (IL, TX, NM, OK, MT) states. Dr. Sarran joined HCSC in 2008 as Chief Medical Officer for Blue Cross Blue Shield of Illinois.
    Charles E. Saunders, MD
    Chief Executive Officer, Healthagen, an Aetna company; Former Executive in Residence, Warburg Pincus; Former Chief Medical Officer, Healtheon/WebMD, San Francisco, CA

      Speaker Bio

      Charles E. Saunders, M.D., joined Aetna on Jan. 31, 2011, as CEO of Healthagen, (formerly, Emerging Businesses). In this role, he is responsible for leading the strategic diversification of Aetna' s products, services and global opportunities. Dr. Saunders is a physician and an accomplished business executive with expertise in health care services, information technology and business process operations.

      Dr. Saunders came to Aetna from Warburg Pincus, one of the world' s largest and oldest private equity firms, where he served as an executive in residence. In that capacity, he provided strategic leadership in assessing and pursuing growth opportunities in health care services and health care IT.
    3:00 p.m. Break

    TRACK 3: VARIATION AND FINANCIAL PERFORMANCE METRICS
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 3 agenda.
    ACO Summit Panel Briefs (Acrobat)

    1:30 p.m.

    Keynote/Moderator:

    Greger J. Vigen, MBA, FSA, MAAA
    Independent Consulting Actuary; Co-Author, Measurement of Healthcare Quality and Efficiency: Resources for Healthcare, Professionals and Opportunities During Transformation: Moving To Health Care 2.0, Los Angeles, CA

      Speaker Bio

      Mr. Vigen is a health actuary and MBA. Before going independent, Greger worked through Mercer for major employers including CalPERS and was on the board of directors for a major IPA. He now works with major California medical groups, ACOs, and others. He is on the Health Council for the Society of Actuaries, chairs the Society' s Payment Model workgroup, and co-chairs the comparable workgroup for the Learning Network.

      Greger co-authored major papers for the Society on measurement and Health Care 2.0". His Masters comes from UCLA after undergraduate degree at the University of Southern California.
    Panel:
    Steven J. Bernstein, MD, MPH
    Associate Dean for Clinical Affairs, Professor, Department of Internal Medicine, Research Scientist, Department of Health Management and Policy, Director of Quality, University of Michigan Medical Group, University of Michigan, Ann Arbor, MI

      Speaker Bio

      Steven J. Bernstein earned his MD from the University of Rochester, completed his residency at the University of Pittsburgh, and received his MPH from UCLA. He is a Professor of Medicine and Associate Dean for Clinical Affairs at the University of Michigan (UM) where he directs Quality and Population Health for the UM Medical Group. He is responsible for measuring and improving ambulatory quality and working with pay-for-performance programs such as the Medicare Shared Saving Program. He is also an attending physician at the Ann Arbor VA Medical Center and a Research Scientist at the Center for Clinical Management Research.
    Angela Carmichael, MBA, RHIA, CDIP, CCS, CCS-P
    AHIMA-Approved ICD-10 CM/PCS Trainer, Health Information Management; Director, J.A. Thomas & Associates/Nuance Communications, Inc., Atlanta, GA

      Speaker Bio

      Angela Carmichael is a Registered Health Information Administrator, a Clinical Documentation Improvement Practitioner and Certified Coding Specialist for both hospital and physician services including risk adjustment. She is an MBA with extensive experience in the health information management specializing in various payment methodologies, coding education, compliance and management. Her experience includes services provided in the hospital, physician office, consulting and insurance settings. She has expertise in technical writing, public speaking, testing and training development. In addition, Angela is an AHIMA approved ICD-10-CM/PCS Instructor and Ambassador.
    Derek DeLia, PhD
    Associate Research Professor, Center for State Health Policy, Rutgers University, New Brunswick, NJ

      Speaker Bio

      Derek DeLia is an Associate Research Professor at the Rutgers Center for State Health Policy. He also teaches Health Economics and Econometrics in the Rutgers Economics Department. His research focuses on the economics of hospitals and health centers; emergency care; shared savings arrangements; performance measurement in accountable care organizations (ACO' s); health insurance coverage; and healthcare delivery systems. He currently serves on the Agency for Healthcare Research and Quality Study Section on Health Systems & Value Research. He has provided expert commentary on healthcare issues for Public Television and Modern Healthcare magazine. He earned Ph.D. in Economics from Cornell University.
    Janice Singer, MA, MPH
    Vice President, Programs and Operation, Massachusetts Health Quality Partners; Former Director of Managed Care Programs, Massachusetts Medicaid Program, Watertown, MA

      Speaker Bio

      Janice Singer is Vice President of Programs for Massachusetts Health Quality Partners. She oversees clinical quality and patient experience comparative public reporting initiatives and pilot projects . She also directs MHQP' s Practice Pattern Variation Analysis program. Ms. Singer served as Director of Managed Care Programs for the Massachusetts Medicaid Program and as Senior Project Director for Brandies University's Health Policy Center. . Ms. Singer spent 11 years with Blue Cross and Blue Shield of Massachusetts, directing program development and strategic planning departments. She received a Master's in Public Health from Harvard University and a Master's in Sociology from Boston College.
    3:00 p.m. Break


    TRACKS GROUP II (Choose one of the following Tracks)
    TRACK 4: EMPLOYER-LED ACCOUNTABLE CARE INNOVATIONS
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 4 agenda.
    ACO Summit Panel Briefs (Acrobat)

    3:30 p.m.

    Keynote/Moderator:

    William E. Kramer, MBA
    Executive Director for National Health Policy, Pacific Business Group on Health, San Francisco, CA

      Speaker Bio

      Bill Kramer is Executive Director for National Health Policy at the Pacific Business Group on Health. Bill also serves as Project Director for the Consumer-Purchaser Alliance, and he is on the Board of the National Quality Forum and the NQF' s Measure Applications Partnership Coordinating Committee. Immediately prior to taking his position at PBGH, Bill led an independent consulting practice focusing on health reform, finance and business strategy. Prior to that, he was a senior executive with Kaiser Permanente for over 20 years. Bill has an MBA from the Stanford Graduate School of Business and a BA from Harvard.
    Panel:
    Joseph Gifford, MD
    Chief Executive, Accountable Care, Providence-Swedish Heath Alliance, Seattle, WA

      Speaker Bio

      Joseph M. Gifford, MD, serves as chief executive of the Providence-Swedish Health Alliance, the accountable care organization in Western Washington. He is responsible for the development of population health structures in Washington, and works in strategic partnership to support system-wide innovations in care management, population health contracting, and digital health capabilities. He is responsible for the Boeing Preferred Partnership program, the Medicare Shared Savings Program, and other accountable care contracts.

      Prior to joining Providence in 2012, Dr. Gifford served as executive medical director of Cambia, Inc., and as chief medical officer of Regence BlueShield of Washington. Previously, he worked in the information technology sector in product development for two software companies, including one he co-founded.

      Dr. Gifford practiced medicine as a board-certified emergency physician in Seattle. He earned his medical degree from the University of California at San Diego, his bachelor' s in English Literature from the University of California at Santa Cruz, with postgraduate studies in biochemistry at UC Berkeley, medical informatics at Stanford, and business at the University of Washington.
    Robert Ihrie
    Senior Vice President of Human Resources, Lowe's Corporation, Mooresville, NC

      Speaker Bio

      Robert (Bob) Ihrie was named senior vice president of compensation and benefits in 2014 and is responsible for compensation, benefits, relocation, central leave and disability management, human resources shared services and human resources communications.

      Bob previously served as senior vice president of human resources, responsible for the human resources generalists for Lowe's stores, distribution centers and customer support centers; senior vice president, responsible for employee rewards and services and as vice president of compensation and benefits.

      Ihrie earned a bachelor's degree from Haverford College, a juris doctor degree from Temple University School of Law, and an MBA from Harvard Business School.
    Kristen Miranda
    Senior Vice President, Strategic Partnerships and Innovation, Blue Shield of California; Former Director, Provider/Plan Interface, WellPoint, Inc., Sacramento, CA

      Speaker Bio

      As Senior Vice President of Strategic Partnerships and Innovation, Kristen Miranda leads Blue Shield of California's statewide Accountable Care Organization (ACO) program. First implemented in 2010, the program has been described by Health Affairs as "one of the oldest and most successful ACOs in the country". Under Kristen' s leadership, Blue Shield' s pioneering work has shown impressive results and has attracted attention from a wide range of leading health care organizations, including the Institute of Medicine, Brookings Institution, AHIP and the National Health Service in the UK. Blue Shield is currently managing over 22 ACO partnerships statewide, and is rapidly expanding its program into new geographic regions and business segments.
      Presentation Material (Acrobat)
    5:00 p.m. Adjournment and Networking Reception

    TRACK 5: STATE INNOVATIONS IN ACCOUNTABLE CARE
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 5 agenda.
    ACO Summit Panel Briefs (Acrobat)

    3:30 p.m.

    Keynote/Moderator:

    Stephen Cha, MD
    Acting Director, State Innovations Group, Center for Medicare and Medicaid Innovation; Chief Medical Officer, Center on Medicaid and CHIP Services, Baltimore, MD

      Speaker Bio

      Dr. Cha is the acting group director for the State Innovations Group at the Center for Medicare and Medicaid Innovation. The State Innovations Group includes the State Innovations Model and the state all payor models. He is also the Chief Medical Officer for the Center on Medicaid and CHIP Services and promotes health transformation and modernization of the Medicaid and CHIP programs through delivery and payment reforms, and quality initiatives.

      Previously, he served as senior professional staff for the Committee on Energy and Commerce under Chairman Henry A. Waxman. During his tenure with Mr. Waxman he oversaw the drafting of multiple pieces of legislation, including sections of the Affordable Care Act, the American Recovery and Reinvestment Act, and the Food and Drug Administration Amendments Act of 2007.
    Panel:
    Robert F. Atlas, MBA
    President, EBG Advisors, Inc.; Medicaid Consultant, North Carolina DHHS, Washington, DC

      Speaker Bio

      Bob Atlas is President of EBG Advisors, Inc. He serves as an executive consultant on strategy, policy analysis, program development, and performance improvement for health care providers, payers, policymakers, investors, and others. Mr. Atlas has more than three decades of experience as an advisor to leaders in the health care industry and the public sector.

      Since 2013, Mr. Atlas has served as advisor on Medicaid reform to North Carolina' s Secretary of Health and Human Services. He facilitated the deliberations of a governor-appointed Medicaid Reform Advisory Group and coordinated the production of a March 2014 report to the General Assembly on proposed changes to the program, which emphasized provider-led accountable care models.

      After receiving an M.B.A. in Health Administration and Finance from The University of Chicago Booth School of Business, Mr. Atlas served as a commissioned officer in the U.S. Public Health Service. He worked in Medicare' s Health Standards and Quality Bureau and the Office of Health Maintenance Organizations.
    Marni Bussell, PMP
    State Innovation Model (SIM) Project Director, Iowa Medicaid Enterprise, Iowa Department of Human Services, Des Moines, IA

      Speaker Bio

      Marni Bussell joined Iowa Medicaid Enterprise in 2010 and is currently the Project Director for the State Innovation Model (SIM) grant for the Medicaid office and leads health home, HIT, and ACO initiatives. She has over fourteen years of experience in health information technology, working on both state and national level projects. She earned her Project Management Professional certification in 2009.
    Iyah Romm
    Policy Director for System Performance and Strategic Investment, Massachusetts Health Policy Commission; Former Director of Policy, Health Planning and Strategic Development, Massachusetts Department of Public Health, Somerville, MA

      Speaker Bio

      Iyah Romm leads the Care Delivery Innovation and Investment group at the Health Policy Commission in efforts to accelerate health system transformation. His particular focus is on developing policy and leveraging investments to increase appropriate community-based hospital use, improve efficiency, and promote effective allocation of health care resources. Prior to joining the HPC, Mr. Romm served as Special Advisor to the Commissioner of the Department of Public Health (DPH). Mr. Romm' s responsibilities included strategic and organizational planning, policy development, and oversight of the Department' s policy response to the recent nationwide fungal meningitis outbreak.
    Matt Salo
    Executive Director, National Association of Medicaid Directors (NAMD), Washington, DC

      Speaker Bio

      Matt Salo was named Executive Director of the National Association of Medicaid Directors (NAMD) in February 2011. The newly formed association represents all 56 of the nation' s state and territorial Medicaid Directors, and provides them with a strong unified voice in national discussions as well as a locus for technical assistance and best practices.

      Matt formerly spent 12 years at the National Governors Association, where he worked on the Governors' health care and human services reform agendas, and spent the 5 years prior to that as a health policy analyst working for the state Medicaid Directors as part of the American Public Human Services Association.

      Matt also spent two years as a substitute teacher in the public school system in Alexandria, VA, and holds a BA in Eastern Religious Studies from the University of Virginia.
    5:00 p.m. Adjournment and Networking Reception

    TRACK 6: STRATEGIES FOR MANAGING VULNERABLE POPULATIONS
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 6 agenda.
    ACO Summit Panel Briefs (Acrobat)

    3:30 p.m.

    Keynote/Moderator:

    Larry Atkins, PhD
    Executive Director, Long-Term Quality Alliance (LTQA); Former President, National Academy of Social Insurance, Washington, DC

      Speaker Bio

      Dr. Atkins is Executive Director of the Long-Term Quality Alliance and President of the National Academy of Social Insurance in Washington, DC. He was recently the Staff Director of the Federal Commission on Long-Term Care, which issued its final report in September 2013. Prior to that, he was Executive Director, U.S. Public Policy at the global pharmaceutical manufacturer Merck.

      Dr. Atkins is a veteran of more than 30 years of health and social policy analysis, policy development, and legislative representation at the local, state, and federal levels. Recent experience includes, Director, Public Policy at Schering-Plough Corporation; Founder and President of Health Policy Analysts, Inc.; Executive Director, Corporate Health Care Coalition.
    Panel:
    D. Clay Ackerly, MD, MSc
    Chief Clinical Officer, naviHealth, Inc.; Former Associate Medical Director, Population Health and Continuing Care, Partners HealthCare, Boston, MA

      Speaker Bio

      Dr. D. Clay Ackerly II, M.D., M.Sc. is Chief Clinical Officer of naviHealth, Inc., where he is responsible for clinical operations, care redesign, and clinical product development.

      He recently served as Associate Medical Director for Population Health and Continuing Care at Partners HealthCare, and as Assistant Chief Medical Officer for Non-Acute Services at the Massachusetts General Hospital (MGH), where he designed and implemented multiple care improvement efforts to reduce readmissions, improve care transitions, and increase patient access to intensive home-based services, as well as led regional and national collaborations to advance the quality of skilled nursing facility (SNF) and post-acute care.

      Prior to pursuing his medical training, Dr. Ackerly served in the private sector and the Federal Government, including at CMS, the Food and Drug Administration and the White House. Dr. Ackerly graduated from Harvard College with a degree in Health Policy; earned his medical degree as a Nanaline Duke Scholar at Duke University; and completed his Internal Medicine training at MGH. In addition, he holds a Masters degree in International Health Policy from the London School of Economics.
    Doug Pace
    Executive Director, Advancing Excellence in Long Term Care Collaborative; Former Executive Director, Long-Term Quality Alliance, Washington, DC

      Speaker Bio

      Doug Pace is the Executive Director of the Advancing Excellence in Long Term Care Collaborative (AELTCC). The AELTCC' s major initiative is the Advancing Excellence in America' s Nursing Home Campaign, a national campaign to improve the quality of life and quality of care for the country' s 1.5 million nursing home residents. Prior to AELTCC, Doug was the Executive Director of the Long-Term Quality Alliance (LTQA). Before joining the LTQA, Doug was the Director of the Long-Term Care Solution Campaign at Leading Age in Washington, DC. He returned back to Leading Age in March 2008 after 18 months as the Executive Director of the National Commission for Quality Long-Term Care. Before joining the Commission, Doug was the Vice-President for Culture Transformation and the Director of Assisted Living and Continuing Care with Leading Age. Prior to joining AAHSA in June of 2001, Doug was the President of the Tennessee Association of Homes and Services for the Aging (TNAHSA) in Nashville, TN. He is a licensed Nursing Home Administrator who ran a 210 bed multi level facility including a SNF, NF, a secured Alzheimer' s unit and assisted living before joining TNAHSA.
    Christine S. Ritchie, MD, MSPH
    Professor of Medicine, Harris Fishbon Distinguished Professor in Clinical Translational Research and Aging, Division of Geriatrics, Department of Medicine, University of California San Francisco (UCSF), San Francisco, CA

      Speaker Bio

      Christine Ritchie, MD, MSPH, is the Harris Fishbon Distinguished Professor in Clinical Translational Research and Aging at the University of California San Francisco. She is a board certified geriatrician and palliative care physician and medical director of Clinical Programs in the UCSF Office of Population Health. She is developing programs to optimize quality of life for those with chronic serious illness and multimorbidity. She co-leads a national Network of Home-based primary care and palliative care practices and is working to develop quality measures appropriate to the homebound population. She is President of the American Academy of Hospice and Palliative Medicine.
    Eliza (Pippa) Shulman, DO, MPH
    Senior Chief Innovation Engineer, Atrius Health, Boston, MA

      Speaker Bio

      Eliza "Pippa" Shulman, DO, MPH is the Senior Chief Innovation Engineer at the newly formed Atrius Health Innovation Center, charged with identifying, testing and implementing novel care delivery solutions for the largest independent multi-specialty medical group in the Northeast.

      Prior to being named to the Innovation Center Pippa was the Chief of Geriatrics and Palliative Care at Harvard Vanguard Medical Associates; tasked with leading improvement efforts in home care, extended care facilities, outpatient geriatrics and palliative care services.

      Dr Shulman is board certified in family medicine, preventive medicine, and hospice and palliative medicine. She is a graduate of the combined NH-Dartmouth Family Medicine Residency and the Dartmouth Hitchcock Leadership Preventive Medicine Residency, which is focused on developing physicians to lead change and improve systems of care.
      Presentation Material (Acrobat)
    5:00 p.m. Adjournment and Networking Reception


    Go to Agenda:
    Preconference | Day 1

    LIST OF ONSITE AND WEBCAST ATTENDEES
    Click here for onsite attendees list.
    Click here for webcast attendees list.

    SIXTH NATIONAL ACCOUNTABLE CARE ORGANIZATION (ACO) SUMMIT
    AGENDA: DAY 2
    Friday, June 19, 2015
    8:45 a.m.

    Keynote Address

    Glenn D. Steele Jr., MD, PhD
    President and Chief Executive Officer, Geisinger Health System; Former Richard T. Crane Professor in the Department of Surgery, Vice President for Medical Affairs and Dean, Division of Biological Sciences Division and Pritzker School of Medicine, University of Chicago, Danville, PA

      Speaker Bio

      GLENN D. STEELE JR., MD, PHD serves as Chairman of xG Health Solutions, an independently operated venture of Geisinger Health Systems.

      He is the former President and Chief Executive Officer of Geisinger Health System. , an integrated health services organization nationally recognized for its innovative use of the electronic health record and the development and implementation of innovative care models.

      Dr. Steele previously served as the dean of the Biological Sciences Division and the Pritzker School of Medicine and vice president for medical affairs at the University of Chicago, as well as the Richard T. Crane Professor in the Department of Surgery.

      Dr. Steele is the recipient of the 2014 NCHL Gail L. Warden Healthcare Leadership Award.
    9:15 a.m. Transition Break

    TRACKS GROUP III (Choose one of the following Tracks)
    TRACK 7: DATA MANAGEMENT/HEALTH IT ISSUES
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 7 agenda.
    ACO Summit Panel Briefs (Acrobat)

    9:30 a.m.

    Keynote/Moderator:

    Farzad Mostashari, MD
    Founder and Chief Executive Officer, Aledade, Inc., Former Visiting Fellow, Center for Health Policy, Brookings Institution, Former Nat'l HIT Coordinator, US DHHS, Washington, DC

      Speaker Bio

      Dr. Farzad Mostashari is the CEO of Aledade, a start-up he co-founded aimed at helping primary care doctors transform their practices and form accountable care organizations (ACOs). Prior to Aledade, he was a Visiting Fellow at the Brookings Institution in Washington DC, where he focused on payment reform and delivery system transformation. He served from 2011-2013 as the National Coordinator for Health Information Technology where he coordinated US efforts to build a health information technology infrastructure for healthcare reform and consumer empowerment.

      Previously, Dr. Mostashari served at the New York City Department of Health and Mental Hygiene as Assistant Commissioner for the Primary Care Information Project, where he co-led agile development of population health management functionality within a commercial EHR. Dr. Mostashari also led the NYC Center of Excellence in Public Health Informatics and an Agency for Healthcare Research and Quality-funded project focused on quality measurement at the point of care.
    Panel:
    Peter Basch, MD
    Medical Director, Ambulatory EHR and Health IT Policy, MedStar Health; Visiting Scholar in Health IT Policy, The Brookings Institution, Washington, DC

      Speaker Bio

      Dr. Basch is a practicing general internist in Washington, DC, and the Medical Director for Ambulatory EHR and Health IT Policy for MedStar Health. He is a Visiting Scholar in Health IT Policy at the Center for Health Policy at the Brookings Institution and a Senior Fellow in Health IT Policy at the Center for American Progress. Dr. Basch is the current chair of the Medical Informatics Committee for the American College of Physicians, and represents the ACP at the Physicians' EHR Coalition. Dr. Basch has been recognized as one of the Top 25 Clinical Informaticists by Modern Healthcare, is a recipient of the Physician Informatics Leadership Award by HIMSS, and was named by Beckers CIO Magazine as one the 26 Smartest People in Health IT.
    Karson Mahler, JD
    Policy Analyst, Office of Policy, Office of the National Coordinator for Health Information Technology, Washington, DC

      Speaker Bio

      Karson Mahler is an attorney and policy advisor to the National Coordinator for Health Information Technology. He advises the National Coordinator on legislation and a variety of legal, regulatory, and economic issues at the intersection of healthcare and technology. He previously served as an attorney in the Federal Trade Commission's Health Care Division, where he conducted antitrust investigations, analyzed ACOs and other clinical integration programs, and participated in competition policy research and advocacy on healthcare and health IT issues. He is a graduate of the University of Georgia and Emory University School of Law.
    Joel J. Reich, MD, MMM
    Senior Vice President for Medical Affairs and Chief Medical Officer, Eastern Connecticut Health Network, Hartford, CT

      Speaker Bio

      Dr. Joel Reich is Chief Medical Officer for Eastern Connecticut Health Network. He is leading the development of the Clinically Integrated Network of Eastern Connecticut, a health system-physician integrated network. CINECT' s innovative programs include home telehealth, house calls, embedded primary care, chronic disease, and ED community care managers.

      He is emergency medicine board certified and previously served as Chair of Emergency/Ambulatory Care. Dr. Reich is Clinical Associate Professor of Emergency Medicine at UNE College of Medicine. He received his MD from SUNY-Buffalo, MMM from Carnegie Mellon, MS in Health Informatics from Brandeis University, and is a Certified Physician Executive.
    Gregory Spencer, MD, FACP
    Chief Medical Officer and Chief Medical Information Officer, Crystal Run Healthcare, Middletown, NY

      Speaker Bio

      Dr. Spencer graduated from the Medical College of Wisconsin Medical School and completed his residency in Internal Medicine while in the U.S. Air Force at Wilford Hall USAF Medical Center in San Antonio, TX. Dr. Spencer joined Crystal Run as an internist in 1996 and was appointed to Chief Medical Officer and Chief Clinical Information Officer in 2008. Dr. Spencer is board certified in Internal Medicine and is a Fellow of the American College of Physicians.
    11:00 a.m. Break

    TRACK 8: OPPORTUNITIES TO MAXIMIZE THE VALUE OF SUPPLY CHAIN INNOVATION
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 8 agenda.
    ACO Summit Panel Briefs (Acrobat)

    9:30 a.m.

    Keynote/Moderator:

    S. Lawrence Kocot, JD, LLM, MPA
    Visiting Fellow, Economic Studies, The Brookings Institution, Principal and National Leader, Center for Healthcare Regulatory Insight, KPMG, Former Senior Advisor to the Administrator, CMS, Washington, DC

      Speaker Bio

      Larry Kocot is a Principal at KPMG, working within the Health Care and Life Sciences practice in the Washington, DC, office. Mr. Kocot is also the National Leader of the Center for Healthcare Regulatory Insight.

      Mr. Kocot provides strategic advice and counsel to companies on regulatory matters relating to public health care programs, including Medicare and Medicaid. He has served as counsel to a wide range of corporations and associations on a variety of different matters, including investigations by the FTC, DOJ, SEC, and state attorneys general, as well as on qui tam and other litigation. Additionally, Mr. Kocot has represented companies in audits and other disputes with the federal government, advised companies on the development of business arrangements to assure compliance with federal and state fraud & abuse laws, and counseled organizations on the development and formation of accountable care organizations.

      Mr. Kocot is a former Senior Advisor to the Administrator of the Centers for and Medicaid Services (CMS) at the U.S. Department of Health and Human Services. In this capacity, he was involved in a wide range of health care policy issues and operations related to Medicare and Medicaid. Notably, Mr. Kocot was a key member of the management and operations team responsible for pharmaceutical, pharmacy, and pharmacy benefit management (PBM) issues, including the launch and operation of the Medicare Prescription Drug Benefit (Part D). More specifically, he led the development of pharmacy and long-term care pharmacy policy under the Part D program; guided CMS efforts to design and develop new systems functionality for providing beneficiary information to providers in real time at the point of sale; designed and launched CMS initiatives on pharmacy quality and pharmacy quality alliances; developed outreach, communications, and partnership programs with the pharmacy and pharmaceutical communities, including the creation and launch of the Web-based publication Medicare RxUpdate; and supervised pharmaceutical delivery and data management during and after Hurricane Katrina.

      Prior to joining KPMG, Mr. Kocot practiced law at Epstein Becker Green, PC, and Dentons, US LLP. Kocot is currently a visiting fellow in the Economic Studies Program at the Brookings Institution, where he was also Deputy Director of the Engelberg Center for Health Care Reform at Brookings from 2007-2013. Mr. Kocot was a fellow in International Security Studies at the Center for Strategic and International Studies (CSIS), and an adjunct fellow at CSIS for several years thereafter. Before his government service, Mr. Kocot was Senior Vice President and General Counsel at the National Association of Chain Drug Stores, where he was responsible for all legal matters and represented the industry before Congress, state legislatures, and state and federal regulatory agencies.
    Panel:
    John Friend, JD
    Founding and Managing Member, Value Stream Partners, LLC; Former Chief Executive Officer/Executive Director, Arizona Connected Care, LLC, Tucson, AZ

      Speaker Bio

      John Friend is a Managing Member of Value Stream Partners, LLC, a company organized to design and assist with the implementation of integrated health care models, with a focus on integrating participants from the extended health care value stream and redesigning clinical logistics. Previously, Friend served as CEO / Executive Director of Arizona Connected Care, LLC (AzCC), an MSSP ACO and MSSP pilot site selected by the Brookings Dartmouth collaborative. Prior to his work with AzCC, Mr. Friend served as Vice President, Business Affairs & Associate General Counsel for TMC Healthcare, and in other commercial and healthcare legal positions.
    Peter Robinson
    Principal, ReSource Intermediaries, Integro

      Speaker Bio

      Peter Robinson is a leader in the field of risk financing in managed healthcare both in the United States and internationally. Peter has worked with analytics, decision support, data management and risk capital for leading healthcare provider groups around the country. He has extensive experience with Capitation and other forms of risk assumption in the healthcare delivery system including medical reinsurance, healthcare provider excess and medical malpractice. He has advised a variety of federal, state and local agencies on catastrophic risk issues including Medicare chronic disease programs, Medicaid waivers, disaster preparedness, catastrophic reinsurance and catastrophic risk mitigation and management.
    Dermot Shorten, MA
    Vice President, Strategy and Ventures, Quest Diagnostics; Former Vice President, Operations Practice, Booz and Company, Madison, NJ

      Speaker Bio

      He is based in Madison, New Jersey,and is responsible for the company's business development activities, as well as the strategy and planning process.

      Previously, Mr. Shorten has been Vice President, Office of the Chairman, and Vice President, SharedService Operations. Prior to joining Quest Diagnostics in 2008, he served as Vice President, Operations Practice at Booz and Company, where he had been a strategic adviser to Quest Diagnostics for more than 10 years. Mr. Shorten was employed by Booz and Company for 18 years where he was responsible for the firm's global supply chain service offerings.

      Mr. Shorten earned a master's degree in natural sciences from Cambridge University, a diploma in computer science from Cambridge University, a master's degree in operations research from Lancaster University and a master's degree in private and public management from Yale University.
    Troy Trygstad, PharmD, MBA, PhD
    Director of the Network Pharmacist Program and Pharmacy Projects, Community Care of North Carolina, Chapel Hill, NC

      Speaker Bio

      Troy Trygstad is Vice President of Pharmacy Programs for Community Care of North Carolina (CCNC), an organization providing 1,862 medical homes for 1.6 million Medicaid, Medicare, Commercial and Uninsured patients. Under his direction at CCNC, multi-disciplinary medication optimization programs have grown to include many activities ranging from patient-level medication reconciliation to practice-level health information technology adoption to network-level management of pharmacy benefits. He is also the Project Director for a CMMI Round 2 Innovations award that tests new models of payment and pharmacy connectivity to primary care providers. He still practices in a community pharmacy setting on nights and weekends.
    11:00 a.m. Break

    TRACK 9: SPECIALTY CARE CHALLENGES AND APPROACHES
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 9 agenda.
    ACO Summit Panel Briefs (Acrobat)

    9:30 a.m.

    Keynote/Moderator:

    Norman B. Kahn Jr., MD
    Executive Vice President and Chief Executive Officer, Council of Medical Specialty Societies; Former Vice President, Science and Education, American Academy of Family Physicians, Chicago, IL

      Speaker Bio

      Dr. Norman Kahn serves as Executive Vice-president and Chief Executive Officer of the Council of Medical Specialty Societies (CMSS). CMSS represents 41 medical specialty societies with an aggregate membership of approximately 750,000 U.S. physicians.

      In 2010, CMSS adopted the CMSS Code for Interaction with Companies, establishing ethical standards for relationships between professional medical associations and industry.

      Dr. Kahn has served on numerous boards and committees, including the Accreditation Council for Continuing Medical Education, where he chaired the Task Force that revised the Standards for Commercial Support of CME.

      Dr. Kahn represents CMSS to several quality and performance measurement and improvement agencies, including the Ambulatory Quality Alliance (AQA), the National Committee on Quality Assurance (NCQA), the National Priorities Partnership (NPP), the National Quality Forum (NQF), and the Physicians Consortium for Performance Improvement (PCPI).
      Presentation Material (Acrobat)
    Panel:
    Daniel Durand, MD
    Director of Accountable Care, Johns Hopkins HealthCare LLC., Former Vice President, Specialty Health, Strategy and Health Plan, Evolent Health, Washington, DC

      Speaker Bio

      Dr. Durand is the Director of Accountable Care for Johns Hopkins HealthCare, LLC and serves as part of the leadership team for the Johns Hopkins Medicine Alliance for Patients, an MSSP ACO. Previously, Dr. Durand was part of the Executive Leadership Team at Evolent Health, where he held positions as Vice President of Clinical Transformation as well as Vice President of Strategy, Specialty Health and Health Plan Optimization. Prior to Evolent, he worked for McKinsey & Company advising payers, providers and government agencies on population health strategy. Dr. Durand received his M.D., internship, residency, and fellowship training at Johns Hopkins, where he continues to practice as an attending radiologist.
    Patrick Twomey, MD
    Chief Medical Officer, Essentia Health, Duluth, MN

      Speaker Bio

      Patrick Twomey, MD, is the Chief Medical Officer and Chief Medical Quality Officer of Essentia Health. Dr. Twomey was educated in the University of MN system, receiving a MD degree in 1991. He then served 8 years in the United States Army Medical Corps., with residency training in Pathology. Dr. Twomey returned to MN to practice medicine at Essentia Health in Duluth in 1999.

      Dr. Twomey has pursued interests in laboratory medicine and quality, chairing multiple quality improvement, infection control, and peer review committees. He has served in multiple leadership positions, including Essentia Health Chair of Laboratory Medicine and Pathology and Hospital Chief of Staff. Dr. Twomey became Essentia Health's first Chief Medical Quality Officer in 2011, and third system Chief Medical Officer in the spring of 2013, currently serving dual roles of CMO and CMQO.
    Ron Walters, MD, MBA, MS
    Associate Vice President of Clinical Operations and Informatics, Professor of Clinical Medicine, Non-Tenured, Department of Breast Medical Oncology, Division of Cancer Medicine, Medical Director, Managed Care Programs, The University of Texas MD Anderson Cancer Center, Houston, TX
    W. Douglas Weaver, MD
    Vice President and System Medical Director, Heart and Vascular Services, Henry Ford Health System; Past President, American College of Cardiology, Detroit, MI

      Speaker Bio

      Dr. Weaver is a Past President of the American College of Cardiology and Vice President and System Medical Director of Heart and Vascular Services at Henry Ford Health System in Detroit. Currently Dr. Weaver is a consultant for Navigant Consulting Inc. and provides services to facilitate physician alignment, enhance clinical operational effectiveness, and bundled payment initiatives for specialists. Dr. Weaver also is active in providing advice in the design, conduct, and monitoring of clinical trials for the development of new therapeutics.
    11:00 a.m. Break

    TRACKS GROUP IV (Choose one of the following Tracks)
    TRACK 10: ADVANCING PRIMARY CARE AND DELIVERY DESIGN
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 10 agenda.
    ACO Summit Panel Briefs (Acrobat)

    11:15 a.m.

    Keynote/Moderator:

    Marci Nielsen, PhD, MPH
    Chief Executive Officer, Patient-Centered Primary Care Collaborative; Former Vice Chancellor for Public Affairs and Associate Professor, University of Kansas School of Medicine, Washington, DC

      Speaker Bio

      Marci Nielsen, PhD, MPH, joined the PCPCC as Chief Executive Officer in 2012. Prior to the PCPCC, Dr. Nielsen served as Vice Chancellor for Public Affairs and Associate Professor at the University of Kansas School of Medicine' s Department of Health Policy and Management. She holds an MPH from the George Washington University and a PhD from the Johns Hopkins School of Public Health, in the Department of Health Policy and Management. She is currently on the Board of Directors for the American Board of Family Medicine and the Center for Health Policy Development/National Academy for State Health Policy.
      Presentation Material (Acrobat)
    Panel:
    Thomas H. Auer, MD, MHA
    Chief Executive Officer, Bon Secours Medical Group, Richmond, VA

      Speaker Bio

      Dr. Thomas Auer is the Chief Executive Officer for the Bon Secours Virginia Medical Group and has been with Bon Secours for the past two years.

      Dr. Auer was the Chief Medical Officer for Kaiser Permanente in Albany, New York and merged that medical group into Community Care Physicians. There, he served as President, Chief Operating Officer, and Chief Medical Officer for six years. After a brief stint consulting, Dr. Auer became the Chief Medical Officer at Queens Long Island Medical Group. Here he led the effort to re-engineer primary care which culminated in the first Level 3 recognized medical home in the State of New York.
    Jamie Colbert, MD
    Consultant, ACO Learning Network, The Brookings Institution; Hospitalist, Newton-Wellesley Hospital; Instructor in Medicine, Harvard Medical School, Boston, MA

      Speaker Bio

      Dr. James Colbert is a member of the Brigham and Women' s Hospital Division of Medical Communications as well as a faculty member at Harvard Medical School and at Ariadne Labs. Dr. Colbert practices general internal medicine as a hospitalist at Newton-Wellesley Hospital in Newton, Massachusetts. Dr. Colbert is a scholar in the Harvard Macy Institute 2014 Program for Educators in the Health Professions and is currently working with the Brookings Institution on their physician-led ACO Innovation Exchanges. Prior to his work with the Brookings Institution, he was an editorial fellow at the New England Journal of Medicine.
    Cheryl Lulias, MPA
    President and Executive Director, Medical Home Network; President and Chief Executive Officer, MHN ACO, LLC, Chicago, IL

      Speaker Bio

      Cheryl Lulias is the President and Executive Director of Medical Home Network, a progressive regional Medicaid pilot in Chicago that is changing the way healthcare is delivered and financed by driving practice transformation informed by the use of innovative technology. The primary goal of MHN is to improve the care and health of the Medicaid population and ultimately serve as a framework for all vulnerable groups. Lulias has more than 20 years of experience working with complex health care systems and health plans and has held leadership positions at academic and community hospital systems in Illinois, Indiana and New York. She received her undergraduate degree from the University of Michigan and her Master of Public Administration from the University of Illinois, Chicago.
    Mary F. Temm, DSc, MHSA
    President, Temm & Associates, Inc., Phoenix, AZ

      Speaker Bio

      As President of Temm & Associates, Inc., Dr. Temm provides overall direction and expertise in the advancement of health care strategies, including the design and development of various ACOs. In conjunction with her research on Patient-Centered Medical Homes, Dr. Temm has received NCQA Patient Centered Medical Home (PCMH) Content Expert Certification (CEC). She has assisted numerous practices in their transformation and adoption of the PCMH standards as well as the integration of PCMH standards into ACO infrastructures. Dr. Temm holds a Doctor of Science (DSc) in Health Services Administration from the University of Alabama at Birmingham.
    12:45 p.m. BREAK - Boxed Lunch Provided

    TRACK 11: CLINICAL LEADERSHIP AND ENGAGEMENT
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 11 agenda.
    ACO Summit Panel Briefs (Acrobat)

    11:15 a.m.

    Keynote/Moderator:

    Terry McGeeney, MD, MBA, FAAFP
    President, Care Accountability, Inc.; Visiting Scholar, The Brookings Institute, Kansas City, MO

      Speaker Bio

      Dr. Terry McGeeney, President of Care Accountability, Inc. and visiting scholar with Brookings Institution, has thirty plus years of experience as a board-certified family physician with more than a decade in rural solo medical practice before joining a 200 physician multi-specialty group ultimately serving as medical director.

      Dr. McGeeney was the founder and former President/Chief Executive Officer of TransforMED, where he pioneered the development of physician practice and organizational models for Patient Centered Medical Homes (PCMH). Dr. McGeeney later served as Director with BDC Advisors and Chief Medical Officer for Village MD. Dr. McGeeney received an MBA in Healthcare Administration from the University of Colorado.
      Presentation Material (Acrobat)
    Panel:
    David Morales
    Executive Vice President and Chief Strategy Officer, Steward Health Care, Lynn, MA

      Speaker Bio

      David Morales is the Executive Vice President and Chief Strategy Officer at Steward Health Care System.

      Morales leads the Strategic Business Solutions Group, dedicated to implementing value-driven solutions across Steward, and responsible for negotiating union labor contracts for over 6,000 employees. He leads the federal and state public policy and analytics group, which oversees reimbursement and health care cost data. Morales is also the President of Steward' s "captive," medical professional liability, as well as general liability insurance company.

      A key architect of Massachusetts' Health Care Reform law (Chapter 58), he previously served as Commissioner of the Massachusetts Division of Health Care Finance and Policy, now known as the Center for Health Information and Analysis.
    Vanessa Pratomo, MD, MPH
    Medical Director of ACO Quality Improvement and Chronic Care Management, The Care Management Company of Montefiore Medical Center, Brooklyn, NY

      Speaker Bio

      Dr. Vanessa Pratomo is the Medical Director for ACO Quality Improvement and Chronic Illness Management at the Montefiore Care Management Company. She is responsible for providing clinical leadership and oversight for Montefiore' s Pioneer ACO, shared savings, and Disease Management programs, including developing strategic priorities for quality improvement, serving as co-chair for the physician quality committee meetings and mentoring and advising physicians and clinical partners for all peer related activities. Dr. Pratomo received her medical degree from Stony Brook University School of Medicine, completed her residency training in Family Medicine at Montefiore, received her MPH degree at Columbia University and a second residency in Preventive Medicine and Public health at the New York City Department of Health and Mental Hygiene.
    Christina Severin, MPH
    President and Chief Executive Officer, Beth Israel Deaconess Care Organization; Former President, Network Health, a Tufts Health Plan subsidiary, Boston, MA

      Speaker Bio

      Christina Severin is an accomplished health care executive with more than 20 years' experience in managed care, delivery systems, health insurance, quality, public policy, and public health.

      As President and Chief Executive Officer of Beth Israel Deaconess Care Organization (BIDCO), a value-based, physician and hospital network and an Accountable Care Organization (ACO), Christina is responsible for overseeing all aspects of the organization, including leading strategic plans to effectively manage cost trends, optimize health care quality, and expand its network of physicians and hospitals.

      Christina earned a Master of Public Health with a concentration in Health Services from Boston University School of Public Health, and a Bachelor of Arts in Political Economy from the University of Massachusetts at Amherst.
    Marcus Zachary, DO
    Vice President/Senior Medical Director of Population Health and Quality, Brown and Toland Medical Group; Former Lead Physician Informaticist/EHR Physician Champion, Dignity Health, San Francisco, CA
    12:45 p.m. BREAK - Boxed Lunch Provided

    TRACK 12: PATIENT ENGAGEMENT
    ACO SUMMIT PANEL BRIEFS
    Below is the supplemental material for the Track 12 agenda.
    ACO Summit Panel Briefs (Acrobat)

    11:15 a.m.

    Keynote/Moderator:

    Judy Hibbard, DrPh
    Lead PAM Inventor, Insignia Health Board of Advisors; Faculty Fellow, Institute for Policy Research and Innovation and Professor Emerita, University of Oregon, Portland, OR

      Speaker Bio

      Judith Hibbard, is a Researcher and Professor Emerita at the University of Oregon. Over the last 30 years she has focused her research on consumer choices and behavior in health care. Dr. Hibbard is the lead author of the Patient Activation Measure.

      She holds a masters degree in Public Health from UCLA and her doctoral degree is from the School of Public Health at the University of California at Berkeley. She is the author of over 160 peer-reviewed publications and is recognized as an international expert on consumerism in health care.
      Presentation Material (Acrobat)
    Panel:
    Jon Darer, MD, MPH
    Chief Innovation Officer, Division of Clinical Innovation, Clinical Director, Clinical Decision Intelligence System, Geisinger Health System, Danville, PA

      Speaker Bio

      Jonathan Darer, MD, MPH is the Chief Innovation Officer for the Division of Clinical Innovation and Director of the IAA Center for Clinical Innovation at Geisinger Health System. His major areas of expertise include leveraging analytics, clinical decision support and reengineering solutions that result in improved chronic disease care and reductions in preventable harm.

      Dr. Darer also serves as Clinical Director for the Clinical Decision Intelligence System (CDIS), an enterprise analytic platform designed to drive innovation in care delivery, and co-investigator for Open Notes, a Robert Wood Johnson-funded initiative to evaluate the impact of providing patients access through their electronic health record portal to their doctors' notes. He is also co-investigator on the Medicare Imaging Demonstration Program. Dr. Darer has authored numerous professional journal articles describing his clinical innovation and research activities. Prior to joining Geisinger, Dr. Darer led decision support development at Kaiser Permanente. Dr. Darer's medical practice areas include Urgent and Primary Care.

      He holds a bachelor's degree (Cum Laude) in engineering from Harvard University, his MD from the University of Connecticut Medical School and a Master of Public Health degree from Johns Hopkins University School of Hygiene and Public Health. His residency training was performed at Oregon Health Sciences University, and he completed a fellowship in General Internal Medicine at The Johns Hopkins University School of Medicine.
      Presentation Material (Acrobat)
    Jose F. Peña, MD
    Chief Executive Officer and Chief Medical Director, Rio Grande Valley ACO Health Providers, Donna, TX

      Speaker Bio

      Originally from the Dominican Republic, Dr. Peña received his medical training at St. Barnabas Hospital in New York and was named "Resident of the Year". He has served in the capacity of Chief of Medicine, Chief of Staff and Board Member for various local hospitals. He continuously credits his great mentors and peers for the success of his learning journey. Dr. Peña, is Chief Executive Officer, Chief Medical Director, and Board Manager of RGV ACO Health Providers, LLC. His particular focus is process improvements and population health. He is board Certified in Internal Medicine, Hospice and Palliative Medicine.
    Stacy Sanders, MSW
    Federal Policy Director, Medicare Rights Center, Washington, DC

      Speaker Bio

      Stacy Sanders is the Federal Policy Director at the Medicare Rights Center. Previously, she led national policy campaigns to enhance income security for older adults at the National Community Reinvestment Coalition and Wider Opportunities for Women. Her experience ranges from advocacy on responsible banking for older adults to protecting and strengthening Social Security for older women. She completed her M.S.W. at the University of Michigan as a fellow of the Hartford Partnership Program for Aging Education. She is an Executive Fellow of the Center for Progressive Leadership, a member of the National Academy of Social Insurance and served as co-chair of the Income Security Committee of the Leadership Council of Aging Organizations in 2011.
    Mark Savage, JD
    Director of Health Information Technology Policy and Programs, National Partnership for Women and Families; Former Senior Attorney, Consumers Union, Washington, DC

      Speaker Bio

      Mark Savage is Director of Health IT Policy and Programs at the National Partnership for Women & Families, where he oversees the National Partnership' s strategy and work to advance electronic health information access and exchange as the backbone for delivery reform, patient engagement, quality measurement and population health. The work includes policy development throughout the Meaningful Use program and related initiatives at the Office of the National Coordinator for Health IT, Centers for Medicare & Medicaid Services, and White House. It also includes initiatives to reduce health disparities and to advance person-centered health and care planning. The National Partnership also leads the Consumer Partnership for eHealth, a coalition of leading consumer, patient and labor organizations working since 2005 to advance patient-centered health IT. From 1997-2002, Savage was President and Managing Attorney of Public Advocates, a leading civil-rights law firm in California, and from 2003-2013, he was Senior Attorney at Consumers Union, the policy and advocacy arm of Consumer Reports.
    12:45 p.m. BREAK - Boxed Lunch Provided

    CLOSING PLENARY SESSION
    1:00 p.m.

    Transforming Health Care Delivery: The Cleveland Clinic Experience

    Delos M. "Toby" Cosgrove, MD
    President and Chief Executive Officer, Cleveland Clinic, Cleveland, OH

      Speaker Bio

      Delos M. Cosgrove MD, is president and CEO of Cleveland Clinic. He heads a $6 billion healthcare system comprised of Cleveland Clinic, 8 community hospitals, 16 family health and surgery centers, Cleveland Clinic Florida, Lou Ruvo Center for Brain Health, Las Vegas, Cleveland Clinic Toronto, and Cleveland Clinic Abu Dhabi.

      Dr. Cosgrove received his medical degree from University of Virginia School of Medicine, completed clinical training at Massachusetts General Hospital, and Brook General Hospital in London. He earned an undergraduate degree from Williams College, Williamstown, Massachusetts. In 1967, he was a surgeon in the U.S. Air Force, serving in Da Nang, Vietnam. He was awarded the Bronze Star and Republic of Vietnam Commendation Medal.

      Dr. Cosgrove joined the Cleveland Clinic in 1975, and was named chairman of the Department of Thoracic and Cardiovascular surgery in 1989. He performed over 22,000 operations and earned an international reputation in cardiac surgery valve repair before his retirement in 2006. He holds 30 patents for medical innovations.

      He has received numerous awards and is ranked among Modern Healthcare' s "100 most powerful people in healthcare" and "most powerful physician executives." His book, "The Cleveland Clinic Way" was published by McGraw-Hill Education in 2014.
      Presentation Material (Acrobat)
    1:30 p.m.

    Closing Keynote Panel: ACO Next Steps: Proposed Rule and Beyond

    Elliott S. Fisher, MD, MPH
    Director, Dartmouth Institute for Health Policy and Clinical Practice, John E Wennberg Distinguished Professor of Health Policy, Medicine and Community and Family Medicine, Geisel School of Medicine at Dartmouth, Co-Director, Dartmouth Atlas of Health Care, Lebanon, NH

      Speaker Bio

      Dr. Fisher is Director of the Dartmouth Institute for Health Policy and Clinical Practice and the John E Wennberg Distinguished Professor of Health Policy, Medicine and Community and Family Medicine at the Geisel School of Medicine at Dartmouth. He is also Co-Director of the Dartmouth Atlas of Health Care.

      His recent work has focused on developing and evaluating policy approaches to slowing the growth of health care spending while improving quality. He was one of the originators of the concept of "accountable care organizations" (ACOs) and worked with colleagues to carry out the research that led to their inclusion in the Affordable Care Act. His current research focuses on exploring the determinants of successful ACO formation and performance.
    Mark McClellan, MD, PhD
    Senior Fellow in Economic Studies and Director, Initiatives on Value and Innovation in Health Care, The Brookings Institution; Former CMS Administrator and FDA Commissioner, Washington, DC

      Speaker Bio

      A doctor and economist by training, he also has a highly distinguished record in public service and in academic research. Dr. McClellan is a former administrator of the Centers for Medicare & Medicaid Services (CMS) and former commissioner of the U.S. Food and Drug Administration (FDA), where he developed and implemented major reforms in health policy. These include the Medicare prescription drug benefit, the FDA' s Critical Path Initiative, and public-private initiatives to develop better information on the quality and cost of care. Dr. McClellan chairs the FDA' s Reagan-Udall Foundation, is co-chair of the Quality Alliance Steering Committee, sits on the National Quality Forum' s Board of Directors, is a member of the Institute of Medicine, and is a research associate at the National Bureau of Economic Research. He previously served as a member of the President' s Council of Economic Advisers and senior director for health care policy at the White House, and was an associate professor of economics and medicine at Stanford University.
      Presentation Material (Acrobat)
    Stephen M. Shortell, PhD, MBA, MPH
    Blue Cross of California Distinguished Professor of Health Policy and Management, Director, Center for Healthcare Organizational and Innovation Research (CHOIR), Dean Emeritus, School of Public Health; Professor of Organization Behavior, Haas School of Business, University of California, Berkeley, Berkeley, CA

      Speaker Bio

      Stephen M. Shortell, Ph.D., M.P.H, MBA is the Blue Cross of California Distinguished Professor of Health Policy and Management and Professor of Organization Behavior at the School of Public Health and Haas School of Business at University of California-Berkeley where he also directs the Center for Healthcare Organizational and Innovation Research (CHOIR) From 2002 to 2013 he served as Dean of the School of Public Health and he also holds appointments in the Department of Sociology at UC-Berkeley and the Philip R. Lee Institute for Health Policy Research, UC-San Francisco.

      Dr. Shortell received his undergraduate degree from the University of Notre Dame, his Masters in Public Health from UCLA and his PhD in the Behavioral Sciences from the University of Chicago.

      A leading health care scholar, Dr. Shortell and his colleagues have received numerous awards for their research examining the performance of integrated delivery systems; the organizational factors associated with quality and outcomes of care; the development of effective hospital-physician relationships and the factors associated with the adoption of evidence-based processes for treating patients with chronic illness. He is currently conducting research on changes in physician practices overtime; on evaluation of Accountable Care Organizations; and on ACO involvement in patient activation and engagement activities. He serves on advisory boards to a number of health care organizations and is Chair of the Berkeley Forum for Improving California' s Healthcare System. In 2006-2007 he was a fellow at the Center for Advanced Study in the Behavioral Sciences at Stanford University.
      Presentation Material (Acrobat)
    2:15 p.m.

    Closing Comments

    Elliott S. Fisher, MD, MPH
    Director, Dartmouth Institute for Health Policy and Clinical Practice, John E Wennberg Distinguished Professor of Health Policy, Medicine and Community and Family Medicine, Geisel School of Medicine at Dartmouth, Co-Director, Dartmouth Atlas of Health Care, Lebanon, NH

      Speaker Bio

      Dr. Fisher is Director of the Dartmouth Institute for Health Policy and Clinical Practice and the John E Wennberg Distinguished Professor of Health Policy, Medicine and Community and Family Medicine at the Geisel School of Medicine at Dartmouth. He is also Co-Director of the Dartmouth Atlas of Health Care.

      His recent work has focused on developing and evaluating policy approaches to slowing the growth of health care spending while improving quality. He was one of the originators of the concept of "accountable care organizations" (ACOs) and worked with colleagues to carry out the research that led to their inclusion in the Affordable Care Act. His current research focuses on exploring the determinants of successful ACO formation and performance.
    Mark McClellan, MD, PhD
    Senior Fellow in Economic Studies and Director, Initiatives on Value and Innovation in Health Care, The Brookings Institution; Former CMS Administrator and FDA Commissioner, Washington, DC

      Speaker Bio

      A doctor and economist by training, he also has a highly distinguished record in public service and in academic research. Dr. McClellan is a former administrator of the Centers for Medicare & Medicaid Services (CMS) and former commissioner of the U.S. Food and Drug Administration (FDA), where he developed and implemented major reforms in health policy. These include the Medicare prescription drug benefit, the FDA' s Critical Path Initiative, and public-private initiatives to develop better information on the quality and cost of care. Dr. McClellan chairs the FDA' s Reagan-Udall Foundation, is co-chair of the Quality Alliance Steering Committee, sits on the National Quality Forum' s Board of Directors, is a member of the Institute of Medicine, and is a research associate at the National Bureau of Economic Research. He previously served as a member of the President' s Council of Economic Advisers and senior director for health care policy at the White House, and was an associate professor of economics and medicine at Stanford University.
    2:30 p.m. Summit Adjournment


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