Healthcare Chief Medical Officer Summit 2017

The Highland Dallas, Dallas, TX
October 16, 2017 - October 17, 2017

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One of the most important and challenging leadership roles within healthcare is the “Chief Medical Officer.” As senior physicians tasked with providing leadership to increasingly diverse medical staffs during times of unrivaled challenge and uncertainty, the leadership style of a CMO is absolutely essential for stability and sustained success.

The role of Chief Medical Officers is changing dramatically as they face a new set of challenges such as new Medicare & Medicaid rules, understanding what the Trump Administration means for healthcare, finance & technology in addition to their main role of Improving Quality of care while Reducing Costs and Developing a Medical Leadership Team.

This event is focused on the end-user Chief Medical Officer and told by other Chief Medical Officers in terms of topics/issues/perspectives and case studies to discuss these new challenges in a manner that allows the attendees great actionable takeaways.

Current as of


Registration and Continental Breakfast


Chairperson Opening Remarks


Get to Meet the CMOs Ice Breaker


The Evolving Role of the Chief Medical Officer
In both healthcare providers and payers, the Chief Medical Officer has had more responsibilities thrown into their day-to-day affairs. The CMO is a crucial player to the organization’s bottom line. In addition to overseeing all the physicians, ensuring patients are safe and well-cared for; CMOs must be able to understand financials, data and communicate with executives throughout their organization as well as other throughout the healthcare ecosystem. This session, will examine the evolution of the role of the CMO and what leadership styles are necessary to be effective.


William Jones | Chief Medical Officer, Dallas Market | Tenet Healthcare


Gary Pablo | Chief Medical Officer | Sacred Heart Hospital on the Emerald Coast


Yvette Johnson-Threat | Chief Medical Officer | Bon Secours Health System


Build Interdisciplinary, Collaborative Care Teams Effective at Improving Outcomes

In this session Dr. Shafer will provide a Chief Medical Officer’s perspective on strategies for building effective interdisciplinary teams for care and service coordination, analysis and best practices to impact the health of society’s most vulnerable population.

  • Engage partners, care teams and members in community-based collaborations
  • Provide insights on value-based member and provider relationships
  • Identify members for intervention and promote health
  • Leverage partnerships to maximize success

Cheryl Shafer | Chief Medical Officer & VP Medical Affairs | Molina Healthcare of South Carolina


Morning Refreshment Break


Physician Supply vs Demand – It’s Not Just Keynesian Anymore
Though rural hospitals and markets have absorbed the brunt of the physician shortage for years, the epidemic is spreading, and soon hospitals in markets of all sizes will be sharing the pain.  The NIH reports that by 2025 the shortfall will be between 14,900 to 35,600 for Primary Care and 37,400 to 60,300 for specialists.  We’ve seen a significant spike in the demand for more access, but population growth and our aging baby boomers have already pushed utilization beyond capacity. If proposed immigration policies burden the visa process we could see our internationally trained physician population dip, putting an even greater burden on the new physician market which is already insufficient to keep pace with ever growing demand.  Is your facility prepared?  What steps are you taking now?  How will your facility respond to the immediate repercussions; and, what steps can we ALL take together to reduce this burden for future generations?

David Fontenot | President/Owner | Adaptive Medical Partners


The 21st Century Bridgemaker aka CMO

The CMO of the 21st has moved into a strategic leadership direction taking clinical knowledge, physician collaboration and organizational performance beyond the historical “talk to the doc” or “calm the doc” role.   It’s all about hardcore leadership. We must live it! We will look at:

  • Strategic Leadership – Impacting Organizational Goals Across the Enterprise
    • Key points for any leader, not working in a silo from the rest of the organization’s performance goals, it’s beyond quality
  • Defining Your Physician Culture
    • Groundwork for mutual respect, building trust and setting expectations for accountability
  • Building Bridges
    • Honest/critical discussions and peacemaking – how to do in an impactful way
  • Transforming for Long Term Change
    • Hardwiring everything – turbocharging service, innovation, communication, ethical decision making etc.
  • How to Get Started

Osbert Blow | Chief Medical Officer | CHRISTUS Spohn Health System


Population Health Management–Definitions, Perspectives and Priorities
This interactive session will define population health management based upon expert opinion, including the viewpoints of those in the audience. We will explore PHM from the perspective of the provider, the payer, and the patient and we will end with concrete suggestions around promoting a PHM strategy. A variety of issues will be covered including:

  • Defining a population (the challenge of the denominator!)
  • Understanding a population through stratification
  • Targeted interventions: what works for the healthy and the less healthy?
  • The patient’s perspective: why don’t they participate in these terrific interventions?
  • Cost and Affordability: Is PHM and FFS like oil and water?
  • Small steps towards a stronger population health approach

Malaika Stoll | Chief Medical Officer | SutterSelect




The Third Curve: A Patient Centric Healthcare Model

From an aging population to a looming shortage of physicians, there is tremendous and increasing pressure on the healthcare system. If managed properly, the convergence of personalized medicine, rising consumer expectations, technological disruption and innovative payment structures will accelerate the move to a patient-centric health system.

In this presentation, Dr. Knecht will posit that health care has moved from the first curve (fee-for-service) to the second curve (population health), and is now poised to embrace the third curve, which leverages technology and analytics to provide more patient-centered and patient-directed care. He will argue that payers, health systems, and physicians must work together to form a seamless healthcare ecosystem that truly puts the individual at the center.

Dr. Daniel Knecht | Executive Director, Head of Clinical Strategy & Policy | Aetna


The CMO Role in Enterprise-Wide Medical Cost Management

How to develop a sustainable integrated framework across complex organizations to prospect, identify opportunities and implement medical cost initiatives.

Deborah Hammond | Vice President, Medical Director | Healthfirst of New York


Integration of the Community Physician Network in an Academic-Based Health System; Using Risk Contracting to Strengthen Your Network

Risk-based contracting and value-based payments are evolving at a rapid pace in many markets. This brings new challenges including management of cost and quality across the entire organization/health system. Most health systems are designed around a tertiary care facility or academic medical center and face challenges with meaningful and effective integration of their community hospitals and affiliated physicians. This session will address:

  • Implications of shared -risk contracting across a healthcare organization
  • Strengthening the community-academic relationship through shared-risk and population health management programs
  • Standardizing network quality and cost across community and academic settings; providers and hospitals
  • Insulating frontline providers from the myriad of individual payer measures and risk arrangements

Terry Garfinkle | Chief Medical Officer | Partners Community Physicians Organization


Afternoon Refreshment Break


The CMO Position: From Bench to Starter
Dr. Glenn Marshak and Dr Dhawan will present on the role of the CMO. Dr Marshak will describe his role as CMO of a 6 hospital system and his tremendous leadership during one of the largest corporate turn arounds in the nation. He will also describe his mentorship of Dr Dhawan, a former USC Assistant Professor, who Dr Marshak recruited as a first time CMO . Dr Dhawan has excelled in the role at the system’s trauma and stroke receiving center under Dr Marshak’s guidance. The physicians will then describe strategies implemented in their daily huddles and rounds to improve hospital/OR/ER throughput, case management / CDI structure and efficiency, and quality including the trek to systemwide CMS 5 star ranking. They will also spend time focusing on business development strategies Dr Marshak implanted that are vital to the success of a CMO and hospital system.

Glenn Marshak | Chief Medical Officer | Verity Health System

Rahul Dhawan | Chief Medical Officer | St Francis Medical Center


Technology = Better Care & Reduced Costs

Technology — whether mobile, cloud computing, big data analysis, systems software, or medical device advancements — is a tool that can aid healthcare organizations in providing better care while reducing costs. However, choosing wisely and parsing through the promises of sales representatives requires expertise in house. Someone must be able to evaluate new potential systems, plan implementation programs, and know when and how to push back on vendors when problems occur. Providers and Payers also need to optimize the systems they currently have to be sure they are getting the most value possible and not searching for tools that should already be in place.  This session will provide best practices and lessons learned from various CMOs and CMIOs.

George Daneker | Chief Medical Officer | Cancer Treatment Centers of America


You Are Ready for Disruption, but is Everyone Else? — How to Avoid Triggering the Corporate Immune System

Using a case study from a large regional Health System, participants will learn how a smart CEO making an insightful, relevant and critically important strategic decision to move their Health System from FFS towards FFV/population health, ultimately failed. They will learn what happened, why it happened and how to prevent making the same mistakes. Participants will also learn how to identify the “corporate immune system” that is present in every organization, always lurking to prevent you from implementing significant changes. While the case study focuses on a strategic decision to move a Health System towards Fee for Value, all major organizational decisions, often driven by the CMO, are at risk for triggering the “corporate immune system”.

Jay Zerwekh | Senior Director | Galloway Consulting


Day One’s Closing Remarks

5:45 - 6:45pm

Cocktail Reception


Continental Breakfast


Opening Remarks


The Population Health Template: A Roadmap for Successful Health Improvement Initiatives

  • Define population health with attention the role of social determinants of health.
  • Explain the population health template as a vehicle for health improvement initiatives
  • Present two use cases for the population health template
  • Understand the use of the population health template
  • Use the population health template in a hypothetical health improvement initiative.

Michael Kobernick | Chief Medical Officer | Ascension-SmartHealth


Understanding and Using Quality Metrics to Drive Improvement

Physicians today often feel inundated by the multitude of measures and data purporting to assess the quality of their work.   It is important, therefore, for physicians to understand exactly what quality measures and metrics are, and how they can be used to improve the quality, safety and value of care that we provide to our patients. We believe that, “If you can’t measure something, you can’t understand it: if you can’t understand it, you can’t control it; and if you can’t control it, you can’t improve it.”

Quality measurement in healthcare is the process of using data to evaluate the performance of providers against recognized quality standards or quality metrics.  Physician leaders need to understand how measures and metrics can be used to assess the quality of healthcare; the types of quality measures used and where the data comes from; how the measures are currently being used and how they may be used in the future; and how physician leaders can use quality measures to drive improvement.

William Jones | Chief Medical Officer, Dallas Market | Tenet Healthcare


Staffing Shortages — What Action Can Be Taken Today to Prevent Disastrous Shortages Tomorrow

Between the new Administration, the push for a value-based healthcare system and the increased challenges due to the overall idea of healthcare consumerism, the expected shortages of physicians and nurses has caused tremendous pressure on hospitals and healthcare systems.  This session will examine and discuss:

  • What does the upcoming shortage look like
  • What impact could the new DACA decision have on future shortages?
  • What can you do to make your physician recruiting department more effective?
  • Can temporary staffing or traveling physicians serve as relief for your staffing challenges?
  • How do you do things differently and with less money and still get the same or better outcomes?
  • How will future technologies in AI, VR, Telehealth, etc. affect staffing shortages
  • Will creating Leadership Development programs assist in retention strategies?
  • Is it possible to “do more with less”?

Travis Singleton | Senior Vice President | Merritt Hawkins


Jerry Limonta | President | Quest Healthcare Solutions


Tim Ketterman | Senior Director of Recruting | Adaptive Medical Partners


Morning Refreshment Break


Pharmaceutical Costs and the CMO
Drug costs have become a burden on everyone, from providers to patients. Many factors stack the deck in the favor of pharmaceutical companies, but providers and payers can still consider what best practices can help them contain costs. That may mean performing a cost/benefit analysis on new drugs to be sure that the additional benefits claimed are worth the additional price. Physicians, health plans and pharmacists have to remain sensitive to their prescription practices and the impact individual choice can have on budgets. In this session, we will examine the role the Chief Medical Officer plays in determining the threshold of pharmaceutical costs.

Yvette Johnson-Threat | Chief Medical Officer | Bon Secours Health System


Navigating the Changes in Health Care: True North in Confusing Times

The economics and politics of U.S. health care are changing rapidly, not only from the shifting priorities in Washington that make headlines, but also from less prominent but just as significant change in private sector trends affecting the health care market. Leah Binder leads a national nonprofit based in Washington, driven by employers and other purchasers of health care advocating improvements in health care quality, safety, and value. She will offer a bird’s eye view of those public and private sector shifts and offer advice for CMOs on navigating competing, changing, and sometimes even contradictory demands in this evolving landscape.

Leah Binder | President & CEO | The Leapfrog Group


Reducing Length of Stay and Readmissions for The Complex Ventilator Dependent Patient

Phillip Morris | Chief Clinical Officer | Special Care Unit


Chairperson’s Closing Remarks


Conclusion of Summit

The Highland Dallas, East Mockingbird Lane, Dallas, TX, United States

2 Double Beds $209
King Bed $209
*Prices exclude taxes, currently 15.26%
  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

Registration Pricing

Standard Rate
Service Providers $1,895
*Long-term Healthcare Facilities, Outpatient Clinics, Healthcare Systems, Physician Group, Hospital, Government Employees $895

Subject to approval. To qualify you must be currently employed by a non-vendor company. Eligibility will be verified by conference producer. Opal Group reserves the right to allocate places and to refuse applications.

*Health plans must be CMS approved as Medicare, Medicare Advantage or Medicaid health plans

*Includes one night hotel accommodations. Also inclusive of Continuing Education Hours.

***Registrations must be made online on the same date. Discount will be applied after all registrants have been received.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898
  • Physician Leadership & Succession Planning
  • Patient Care & quality
  • Patient Experience
  • Medical staff affairs
  • Corporate strategic planning
  • Staffing, Recruitment and Retention
  • Physician Shortage Strategies
  • Patient Safety/Quality of Care
  • Patient Operations
  • Population Health
  • Patient Compliance & Adherence
  • Value-Based Care
  • The Cost of Quality Care/Cost Management
  • Physician Empowerment/Engagement
  • Budgets and Quality Metrics for CMOs

In support of improving patient care, this activity has been planned and implemented by Contemporary Forums and Opal Events. Contemporary Forums is jointly accredited by the American Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

Contemporary Forums designates this Live Activity for a maximum of 10.5 AMA PRA Category 1 CreditsTM. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

  • Chief Medical Officer
  • Chief Medical Executive
  • Chief Physician Executive
  • Chief Operating Officer
  • Senior Physician Leader
  • Patient Experience Officer
  • Chief Patient Engagement Officer
  • Chief Medical Informatics Officer
  • Chief Medical Information Officer
  • Chief Surgical Officer
  • Medical Director
  • EVPs, SVPs, VPs & Directors of:
    Physician Services
    Medical Care
    Clinical Care
    Physician Advisors
    Clinical Services
    Surgical Care
    Nurse Services
    Human Resources
    Physician Administration
    Patient Engagement
    Patient Experience

Geographic Breakdown

      The content was amazing along with the networking. Not just philosophy but the ‘How to’ CNO

      Medina Regional Hospital

      Great educational/networking event tailored to the unique group of CNO’s. Please continue next year! CNO & VP Patient Care Services

      Sinai Health System

      Awesome! Care-view Communications

      Director of Clinical Operations

      Energetic Presenters that engage the audience CNO

      Cornerstone Solara

      Fast paced with lots of content to work with, Loved It! VP & ACNO

      Children’s Health