Bill Wagner Co-founder, Chief Operations Officer KIWI-TEK
Mr. Wagner is an experienced senior executive with a 26-year career in corporate retail prior to co-founding KIWI-TEK, LLC, in 2002. He currently manages the ever changing coding needs of over 100 clients for KIWI-TEK by directing a team of 25 managers and auditors and over 400 coders.
Mr. Wagner has continually kept his company at the forefront of revenue cycle challenges. He developed a successful RAC prevention program for KIWI-TEK clients. He was a featured speaker on ICD-10 preparation at the 2013 AHIMA National Conference. In 2014, His ICD-10 Revenue Cycle Calculator was nominated for an AHIMA Innovation Award. Mr. Wagner successfully guided his company through a Security Risk Assessment in 2015 and again in 2016. Under his guidance, KIWI-TEK comprehensively trained and tested hundreds of employees in preparation for ICD-10 leading to a seamless conversion for his clients.
Larry Kaiser CEO, MD, FACS Temple University (PA)
An internationally renowned thoracic surgeon, researcher, author and academician, Larry R. Kaiser, MD, is the leading health sciences executive at Temple University in Philadelphia, PA. He serves as CEO of the Temple University Health System, Senior Executive Vice President for the Health Sciences, and Dean of Temple University School of Medicine. Prior to joining Temple University Dr. Kaiser was the President of UTHealth, the University of Texas Health Science Center at Houston from 2008 until April 1, 2011.
Dr. Kaiser graduated from Tulane University School of Medicine in 1977 and completed his internship and residency in General Surgery as well as a fellowship in Surgical Oncology at the University of California (Los Angeles). He then completed a residency in cardiovascular surgery and thoracic surgery at the University of Toronto. Following that, he served as a thoracic surgeon at Memorial Sloan-Kettering Cancer Center and Assistant Professor of Surgery at Cornell University Medical College (New York) and was then recruited to Washington University School of Medicine (St. Louis) where he was promoted to Associate Professor of Surgery in 1990.
In 1991, Dr. Kaiser was recruited to the University of Pennsylvania (Philadelphia) where he held a succession of positions of increasing responsibility, including Associate Professor of Surgery, Chief of General Thoracic Surgery, Founder and Director of the university’s lung transplantation program, and Director of its Center for Lung Cancers and Related Disorders. In 1995, he was promoted to Professor of Surgery and in 1996 was named the Eldridge Eliason Professor of Surgery, the first individual to hold that chair. In 2001, following a national search, he was named the John Rhea Barton Professor and Chairman of the Department of the Department of Surgery at Penn.
In 2008, Dr. Kaiser was selected as the President of the University of Texas Health Science Center at Houston. There, he was responsible for six schools, more than 10,000 faculty and trainees, and a 900-member physician practice.
Dr. Kaiser’s research and clinical interests include lung cancer, malignant mesothelioma and mediastinal tumors. He is the author or co-author of 14 books and over 250 original papers.
Dr. Kaiser has served in a number of leadership capacities for professional societies and associations, and has been a director of the American Board of Surgery and the American Board of Thoracic Surgery. In 2004, he was elected to the Institute of Medicine of the National Academy of Sciences. His recent honors include citations in Castle Connolly’s “America’s Top Doctors for Cancer” 6th edition, Who’s Who in the World, and Philadelphia Magazine’s “Top Docs,” among others.
Michael O. Ugwueke MPH, DHA, FACHE President and Chief Executive Officer Methodist Le Bonheur Healthcare System (TN)
Michael Ugwueke is president and chief executive officer of Methodist Le Bonheur Healthcare System in Memphis, Tennessee, a faith-based mission driven system that is comprised of six acute care hospitals that includes Le Bonheur Children’s Hospital, five Urgent Care Centers, Home Health, Hospice and over 50 owned physician practices. Michael oversees a workforce of over 13,000 Associates, 2,500 affiliated physicians and numerous volunteers. Together, they provide care to 1.2 million people in the Mid-South.
Michael was appointed President and CEO in January 2017; making him the 9th CEO since 1918 to serve as the President and CEO of the system. Since joining Methodist Le Bonheur Healthcare in 2007, Michael has held a number of leadership positions; including CEO of Methodist South Hospital, CEO of Methodist South and North Hospital, and more recently, the President and Chief Operating Officer.
Prior to joining Methodist Le Bonheur, Michael served in numerous senior executive roles at Provena Health in Chicago, Illinois, MedStar Health in Washington, DC, Sarasota Memorial Hospital in Sarasota, Florida, and others in a career that spans over 30 years.
The healthcare system has been rated among the 100 Best Companies to work for in America by Fortune Magazine, as well as best in diversity; African American and Women.
Michael is very active in the Memphis Community. He serves on various boards and community organizations; including Church Health Center, Greater Memphis Chamber of Commerce, National Civil Rights Museum, Memphis Bio-Works, Memphis Tomorrow, Tennessee Hospital Association and many others.
He received a Doctorate Health Administration and Leadership from the Medical University of South Carolina in Charleston: Master’s Degree in Public Health from Emory University and Bachelor’s Degree from Shaw University. He is a member of various organizations: including NAHSE and ACHE where he is the Regent-At-Large for District IV. Michael has received numerous awards, including Modern Healthcare Up and Comer, Distinguished Alumni, Shaw University, and a 2012 Modern Healthcare Top 25 Minority Executive in the country.
Nicholas J. Fricano CEO & Founder Healthfuse
Nicholas J. Fricano, CEO & Founder. Prior to starting Healthfuse, Mr Fricano gained his revenue cycle experience on both the provider and consulting side, most recently at Zimmerman & Associates and The Academy of Healthcare Revenue, which is now Healthcare Business Insights, where he led strategic planning and process improvement efforts for nearly 200 health systems nationwide.
It was through these experiences that he saw a movement in healthcare spending and cost to collect, impacted in large part by increases in third-party reliance. He sought to create a firm dedicated and accountable to helping hospitals reduce unnecessary costs and improve collections through better revenue cycle sourcing and vendor management, and started Healthfuse in 2011 to lead the charge.
As CEO, Mr. Fricano focuses the company’s efforts on delivering meaningful and measurable results for its clients – today, a network of over 80 hospitals. If Healthfuse doesn’t produce cost savings and measurable collections improvement, it doesn’t get compensated. This focus on hospital-first results has paid off and has positioned Healthfuse as a distinguished Future 50 growth company in 2014, 2015, and 2016.
Tom Chan VP, CFO Meritus Health (MD)
Tom Chan is responsible for the financial well-being of Meritus Health, represents Meritus Medical Center to the Health Services Cost Review Commission or HSCRC and other outside agencies and serves on Trivergent Health Alliance’s board of directors.
Mr. Chan’s longevity in the industry dates back to his start in health care in 1986, with his hospital experience beginning in 1994. He has more than 11 years of experience in Maryland’s health care rate setting system, most recently as vice president of finance management with Adventist HealthCare in Montgomery County, Md. There, he led centralized financial management for the entire five-hospital system, including reimbursement, managed care, supply chain, business analytics, business process improvement and tax, as well as served as the interim vice president and chief financial officer of Washington Adventist Hospital. During Mr. Chan’s time with Adventist Healthcare, he helped improve the company’s financial infrastructure, negotiated cost savings and hired key members of the finance team.
Thomas J. Quatroche, Jr., PhD President & CEO Erie County Medical Center Corporation
Thomas Quatroche, Jr., PhD, is a native of Western New York. Over the past 20 years, Tom has held executive positions in Marketing, Strategic Planning and External Relations in both higher education and healthcare. In May 2015, Tom was appointed president of Erie County Medical Center Corporation (ECMCC) and on January 26, 2016, the ECMCC Board of Directors unanimously appointed Tom as Chief Executive Officer. In this capacity, Tom provides leadership for all operations at ECMC, Terrace View Long Term Care facility, and additional satellite locations for ambulatory clinics. His responsibilities also include all strategic initiatives of the corporation, including affiliations with Great Lakes Health, Kaleida Health, and other organizations important to the corporation’s strategic direction.
Prior to becoming President & CEO, Tom served as Sr. Vice President of Marketing, Planning and Business Development at ECMC for the past 11 years, where he was responsible for marketing, public, government and community relations, strategic planning and the development of new business for ECMCC. He also oversaw all of Surgical Services as well as the departments of General Surgery, Oncology, Head & Neck/Plastic and Reconstructive Surgery, Bariatrics, and Oral Oncology Maxillofacial Prosthetics.
During his career, Tom has served on statewide committees in education and healthcare for both the State University of New York and the Healthcare Association of New York State (HANYS). He has represented ECMC on HANYS’s Task Force on Improving New York State’s Medicaid Program and Allied Executives Committee and is currently serving on the Western New York Health Association Board, Trocaire College Board of Trustees, Buffalo State Foundation Board and Buffalo Renaissance Foundation Board of Directors. Tom also served as a board member on the Seneca Nation Health Commission. As a lifelong Western New Yorker, Tom has been very involved in the community. He served on the Hamburg Town Board from 1994-2009, was a member of the Immaculata Academy School Board from 2004 to 2009, and has been involved in other civic organizations. Tom is also the past recipient of Buffalo Business First’s 40 Under 40 award for business and civic leadership and has been a featured presenter at healthcare conferences regarding various policy issues, including federal healthcare reform.
Tom received his Bachelor’s degree in Business Administration and Marketing from the State University of New York College at Fredonia, a Master’s degree in Student Personnel Administration from the State University of New York College at Buffalo and his Doctorate in Higher Education – Educational Leadership and Policy from the State University of New York at Buffalo.
Tom lives in Amherst with his wife Jodi and their son, Maxwell.
Jane Arnold VP, Revenue Cycle Firelands Regional Medical Center
Jane Arnold joined Firelands Regional Medical Center in 2004 and is currently serving as vice president of revenue cycle. She has been in healthcare finance for over 35 years. Prior to her current position, she served as the director of revenue cycle for Mercy Hospital’s Tiffin & Willard. At Firelands Regional Medical Center, Arnold is responsible for the hospital revenue cycle, which includes patient access, insurance certification and prior authorization, financial counseling, patient accounting, health information management, RAC, CDM, utilization review, and the clinical charge audit departments. Arnold is an HFMA member; she also serves as a member of the OHA admitting, billing, and collections committee and the Cigna Governmental Services provider outreach and education committee.
Carl Reyes President Link Revenue Resources
Carl Reyes is a founding member of Link Revenue Resources and currently serves the organization as President. His focus is on the development of innovative and strategic revenue cycle solutions. Analytically-driven solutions that deliver incremental cash though newly-created and highly-automated revenue channels.
With over 25 years of account management experience, he has extensive knowledge in operational improvement, large program implementation and system conversions.
Carl holds a bachelor’s degree from the University of California San Diego.
Eric Price Interim CFO Oregon State Hospital
Eric Price is the interim chief financial officer of Oregon State Hospital. Through his role, he is responsible for managing the revenue cycle, overseeing the business operations unit, and preparing the biennial budget.
Eric has worked in accounting for more than 14 years, with the past six years in the healthcare financial industry. During his career, he has helped improve the quality of revenue cycle operations in psychiatric hospitals in both Idaho and Oregon. In Idaho, he helped increase revenues by 334 percent – from $2.3 million to more than $10 million annually – during a four-year period. And in Oregon, he helped increase revenues by 423 percent – from $864K to $4.5M quarterly – during a two-year period.
Eric has a Master’s degree in business administration and a bachelor’s degree in accounting. In his free time, he enjoys exploring Oregon and spending time with his English bulldog, Gunny.
- Worked in the accounting industry for over 14 years.
- Prior to that, spent 10 years in the Marine Corps.
- Has an MBA and an undergrad degree in Accounting.
- Has spent over six years in the Healthcare Financial industry, as a CFO.
- Accomplishments include increasing efficiency and revenues in hospitals with underperforming revenue cycles, in the government sector of health care.
- In Idaho, over a four year period, increased revenues by 334%, from ~$2.3M annually to over $10M annually.
- In Oregon, over a two year period, increased revenues by 423%, from ~$864K quarterly to $4.5M quarterly.
- Enjoys spending time with his English bulldog and exploring all that Oregon has to offer.
Seve Michelotti Lead Business Analyst Link Revenue Resources
Seve Michelotti joined Link Revenue Resources in 2016 and currently serves the organization as Lead Business Analyst. Seve has a unique blend of business acumen, product development skills and system automation expertise. His innovative vision and exceptional skillset have resulted in significant returns for LRR clients. Over the past two years, he has worked directly with over 100 healthcare providers across the U.S. to implement client-specific recovery solutions.
Seve holds a B.A. in Neuroscience from Boston University
Kevin Mulford VP, Revenue Cycle Genesis Healthcare
Kevin Mulford has been the VP, Revenue Cycle Management (RCM) at the Company since 2015, having previously served as the Vice President, RCM Business Process upon joining the Company through its acquisition of Sun Healthcare Group, Inc. (“Sun”) where he had most recently served as their Vice President of Accounts Receivable Systems. Though his career in health care accounts receivable / RCM dates back to 1994, since 1999 when Kevin joined Harborside Healthcare, Inc., later acquired by Sun, he has worked in regional, divisional, and corporate positions taking on additional responsibilities over time. In his current capacity, Kevin oversees the RCM functional lines spanning inpatient facilities’ business office support, accounts receivable systems configuration, and central billing office operations. Kevin holds a Bachelor of Arts degree, summa cum laude, from Millikin University.
Paul Sinkhorn VP, Shared Services Center Community Health
“Community Health Systems” is a registered trade name of Community Health Systems Professional Services Corporation
Paul joined Community Health Systems (CHS) in 2013, and serves as Vice President for Shared Services Center, Nashville. In that role, Paul is the operations leader responsible for a $3.6 billion shared services center that provides business office services to 37 hospitals. CHS is one of the nation’s leading operators of general acute hospitals. Their organization’s affiliates own, lease, or manage 127 hospitals in 20 states with approximately 21,000 licensed beds.
Paul has over 30 years of leadership experience in large, multi-facility system revenue cycle strategy and operations including the development and oversight of physician and hospital central business offices. He helped lead the selection and successful implementation of hospital core and revenue cycle technology. Paul has experience in proprietary, not-for-profit, and partner/vendor revenue cycle healthcare operations. He has also served as revenue cycle leader for two large multi-facility health systems.
Paul holds BS degrees in Public Finance and Business Management from Indiana University and Indiana University-Southeast. He is a current member of HFMA.
Rich Waller Co-Founder and Chief Experience Officer VisiQuate
Rich Waller is responsible for the full VisiQuate experience, including product innovation, engineering, and client delivery. Rich served as CTO of VisiQuate from it’s founding through 2016. Rich has over 15 years of experience in enterprise software with organizations such as Siebel Systems, 2Wire, and GreenRidge Consulting, and acts as an advisor to a number of startups within the enterprise and healthcare technology industries. He is extremely passionate about combining big data, AI, and machine learning to automate complex processes within healthcare.
Scott Purcell President Professional Credit
Scott Purcell is a passionate and enthusiastic leader in the accounts receivable management industry, as well as a dynamic presenter and subject matter expert. He is certified in Measurable ManagementTM and the Allenbaugh Coaching SystemTM, bringing efficiency and increased customer service to his organization.
Scott has implemented Lean culture at Hawes Group and Professional Credit, bringing about sustainable change and profitable growth through his influential leadership and Lean tools. In 2017 he was elected to the Board of Directors for ACA InternationalÒ, which supports the credit and collection industry through education, advocacy and services. Scott holds a Bachelor of Science in accounting and business administration from Oregon State University and is a CPA (inactive).
Colton Briner VP VisiQuate
Colton Briner has been developing transformational technologies since 2002. Working with Santa Rosa based tech firm Democrasoft, he led the team that created Collaborize Classroom, an online learning platform that brought blended instruction and the “flipped classroom” model to thousands of classrooms. Today, the platform continues to help millions of students connect more deeply with curriculum, teachers, and peers, moving them beyond the model of “factory” education. In 2013 he joined VisiQuate, a Santa Rosa-based big data solutions provider dedicated to eliminating the inefficiencies in American healthcare through the application of AI, machine learning, data science, and process automation. To date, VisiQuate has helped over 400 hospitals leverage vast flows of data to streamline operations and focus on improving the quality and efficacy of care. Colt closely follows the shifting social and technological landscape, and educates audiences on how to position themselves for fulfilling lives in the exponential age.
Elgin Glanzer CFO Memorial Health System, Abilene, Kansas
Elgin is responsible for the financial affairs of Memorial Health System located in Abilene, Kansas. MHS is a Critical Access Hospital with lines of business including: primary care hospital, family medicine clinic with employed physicians, pain clinic, home health agency, hospice, long term care facility, HUD independent living facility, fitness center, and child development center.
Elgin has been the CFO at MHS for 24 years and has been part of changes that include purchasing two family medicine clinics and employing their physicians, financing and building of a new hospital, expansion into long term care, child development, fitness center, and other related areas.
Elgin graduated from Tabor College with a B.A. in Business Administration and from Wichita State University with an MBA. He is a Fellow in the Healthcare Financial Managers Association and has served as the President of the Sunflower Kansas Chapter of HFMA.
Elgin’s entire career has been with non-profit organizations with 30 of those years in healthcare.
Pete Thompson Sr. Soltutions Architect Clear Balance
Pete Thompson xx years (total CB & Cardinal) experience in the healthcare industry. For nearly 15 years at ClearBalance, Pete has consulted with leading healthcare organizations to define and deliver patient pay solutions that return impressive results for financial performance and patient and staff satisfaction. He understands the revenue cycle workflow and how best to adapt it to changing demands of healthcare consumerism. Pete is a frequent speaker on patient pay trends and solutions.
Frank Kostek CFO Caring Health Center
Frank J. Kostek is the Vice President of Finance/CFO for Caring Health Center, Inc a medium sized Federally Qualified Community Health Center (FQCHC) in Springfield Massachusetts. He has been CFO at the health center since 2010. Frank has a Bachelor’s Degree in Accounting from the University of Massachusetts in Amherst.
Frank has worked at numerous nonprofit agencies in Western Mass. over his 40 year career in Finance, 28 years as a CFO. His experience includes 3 different FQCHCs and 3 different Outpatient Behavioral Health Centers, all of which presented unique challenges. The bulk of his experience is in outpatient medical, dental and behavioral health, with some early experience in Migrant Health. Frank has also been a Human Rights Officer, Privacy Officer, Clerk of the Works and acting CEO on two occasions. He has been on the Board of the Network for Rural Health Care and Treasurer of the New England Farm Workers Council Federal Credit Union.
John Schuster CFO Rosecrance Health Network
Sheldon A. Pink, MBA, FHFMA Sr. Vice President of Revenue Prospect Medical Holdings
Sheldon has more than 17 years of experience in managing the mission, vision and purpose of Revenue Cycle Management activities and processes for multi-integrated health networks in not for profit and for profit health systems. Sheldon’s contributions have been critical to a variety of revenue cycle initiatives that improved reimbursement by over 150 million dollars in several organizations. He constantly provided strong support in fulfilling the companies’ collection responsibilities for both hospital and physician operations, meeting strategic goals and exceeding company objectives.
Sheldon has experience leading national operational teams in the areas of Hospital & Physician Billing, Patient Access, Accounts Receivable, System Implementations, Payor Contracting, Vendor Management and Performance Improvement. His prior positions focused on communicating a compelling and inspired vision and sense of core purpose to stakeholders of the organization; he talks beyond today; talks about possibilities; is optimistic; creates mileposts and symbols to rally support behind the organizational vision. He has inspired and motivated Revenue Cycle cultures in organizations.
Sheldon has a Bachelor’s of Science in Accounting & Finance; and a Masters of Business Administration (MBA) in Healthcare Administration. Both degrees were acquired at Wilmington University in Delaware. He is a Certified Healthcare Financial Professional (CHFP) and Fellow of the Healthcare Financial Management Association (FHFMA). Other memberships include the American College of Healthcare Executives (ACHE), American Association of Healthcare Administrative Management (AAHAM) and the National Association of Healthcare Access Management (NAHAM). Sheldon was co-chair of the HFMA Philadelphia Chapter Revenue Cycle committee before joining PMH. He has presented at various industry conferences and groups across the country for HFMA & ACHE discussing the economic challenges & solutions in our healthcare environment.
Anna-Clare Milazzo, PhD Senior Data Scientist Sentry Data Systems
Anna joined Sentry Data Systems in June, 2015. As a senior data scientist, she works directly with healthcare organizations to help them operate cost-efficiently and improve patient care by discovering insights from their data. Prior to joining Sentry, Anna made the transition to data science from academic research as a fellow at Insight Data Science. She also previously served as a software engineer for various companies.
Anna holds a PhD in Chemistry, a MS in Physics from the University of California, San Diego, and a BA in Physics and Mathematics from the University of Chicago.
Anthony Werner Manager CliftonLarson Allen
Tony brings over 25 years of experience in hospital, imaging, & physician group leadership, operations, revenue cycle and technology management and currently serves as a Manager in CliftonLarsonAllen’s health system and physician group division. Professionally, he specializes in serving radiologists and providers in all sub-industries of healthcare by providing strategic, operational, compliance, technology and outsourced executive leadership related services.
Prior to joining CliftonLarsonAllen, Tony served in many roles in the healthcare field, including Chief Operating Officer, Director of Imaging and Cardiology Services, Regional Director of Ambulatory Services, and Manager Clinical Engineering. His experience includes working in large healthcare system, community hospital, medical group and governmental settings. Tony has big 4 and healthcare system alliance consulting experience.
Tony has authored a number of articles and presents nationally on subjects including healthcare information technology, mergers & acquisitions, physician compensation models, medical group & healthcare system operations & integration, compliance, physician quality initiatives, population health management and healthcare reform issues such as PQRS and Meaningful Use.
Tony holds a Bachelor of Science (Chemical Engineering) and an MBA from the University of Minnesota and is a member of the Medical Group Management Association (MGMA), the Radiology Business Management Association (RBMA) and the Minnesota Medical Group Management Association (MMGMA).
Casey Williams VP, Patient Engagement RevSpring
Casey Williams has over fifteen years of experience in developing customized patient communications and payment solutions to build a strategic patient engagement initiative for over 100 healthcare revenue cycle clients. RevSpring’s current dynamic patient engagement process can be attributed to Casey’s understanding of client perspectives, pain points, and the overall patient experience.
Casey attended Bowling Green State University with a focus in Interpersonal Communications and is a football alumnus from 1997 - 2001. He has held various leadership positions within HFMA, AAHAM and COPAM and is a current board member with the Newark Church of theNazarene and The Wyatt Adkins Heart Organization.
Casey’s knowledge of patient engagement strategies, including changing patient behavior and self-service optimization, has made him a go-to speaker/presenter for HFMA, Healthcare Finance Institute, and Litmos Healthcare Division (formerly Bridgefront) to name a few. He has also been published in Executive Insight magazine.
Jerry Yang CFO Beaumont Hospital
Jerry Yang is CFO for Beaumont Hospital, Dearborn, 632-bed teaching facility and 2nd largest hospital of Beaumont Health, Michigan’s largest health care system.
In this role, Yang oversees hospital financial operations functions, including capital planning, budgets, strategic planning, and revenue cycle operations. Previously to joining Beaumont, from 2015 to 2017 he served as Division Vice President and Associate Chief Financial Officer of Hillcrest Healthcare System, a 7-hospital system based in Tulsa, Oklahoma. From 2013 to 2015 he served as Operations Controller for LifePoint Health, based in Brentwood, Tennessee, in their Central Group comprising of 26 hospitals in 7 states. Prior to that, he served as Assistant CFO positions with Health Management Associates, based out of Naples, Florida.
Yang earned his Master of Business Administration in healthcare administration from University of Alabama at Birmingham and his Bachelor of Science also from University of Alabama at Birmingham.
Larry Fitzgerald Health System Chief Financial & Business Development Officer University of Virginia
Mr. Fitzgerald is the Health System Chief Financial and Business Development Officer for the University of Virginia. In the past, he held similar positions with the University of Pittsburgh Medical Center and with American Medical International. He has extensive experience with mergers and acquisitions, the Medicare program, managed care contracting, and strategic planning. He has also held the positions of chief financial officer of a faculty practice plan and the chief information officer for a large multi-hospital academic medical center. He serves on a number of Boards and is a frequent speaker on a wide variety of financial issues.
Mr. Fitzgerald graduated from Middle Tennessee State University, magna cum laude, and he is a Certified Public Accountant.
Walter Jackson VP & General Manager, Global Commercial Payments American Express
Walter Jackson is the Vice President and General Manager of a newly created vertical team at American Express. In this role, he is the P&L owner for the Healthcare and the Travel verticals. He leads both the Sales and Account Management teams. In addition Walter is responsible for identifying and launching future vertical opportunities.
Prior to this position, Walter was the VP/GM of Strategic Sales for the Global Corporate Payments division of American Express. In this role he led a national sales organization that delivered payment solutions to Fortune 500 corporations. His organization delivered almost $2Billion dollars a year in new spend to American Express.
Prior to that, Walter was the VP/GM in the Global Client Group (GCG), an organization within American Express’ Global Business-to-Business (B2B) Group that provides expense management solutions to the Company’s largest multinational Commercial Card clients. In that role he lead a team that consults with Fortune 100 corporations on managing their expenses and was responsible for delivering over $10.5 Billion in Global billings annually.
Walter joined American Express in 1990 as an assistant marketing manager. He has since held numerous positions within the company in Account Development, Marketing, and Business Development.
Walter received his Bachelor of Arts degree in Economics from Stanford University and also holds an MBA in Finance and Marketing from Columbia Business School in New York.
Walter resides in Atlanta, GA with his wife and son.
Anthony Poggioli VP, Sales Simplee
Anthony is the Vice President of Sales at Simplee. He has a long history of success in sales and leadership positions spending the last 12 in healthcare. His experience includes revenue cycle, CRM, Big Data and laboratory with several years in software. Recently, Anthony directed the east coast region for Sunquest Health Systems leading a large team focused on laboratory software to health systems. A veteran of Simplee, he is thrilled to be back and continues his great successes in leading several key health system partnerships.
Tim Lantz SVP & GM Sentry Data Systems
Tim Lantz is an experienced executive with a background in both finance and operations. He possesses almost 20 years of leadership and consulting experience across multiple industries, and currently serves as Senior Vice President and General Manager, overseeing the company’s analytics division—consisting of the DataNext and Agilum software applications, Senturion Analytics consulting practice, and Sentry’s analytics innovations program.
Prior to joining Sentry in 2014, Mr. Lantz designed and implemented financial and operations solutions for large hospitals and healthcare systems and led major research and performance improvement projects focused on supplier diversity, margin performance and contracting. Tim currently serves on the IPMI Healthcare Finance Institute Advisory Committee, presents nationally on a variety of data analytics topics, and is a published contributor and speaker for organizations like HFMA, HIMSS, Becker’s Hospital Review, and AHIMA. A National Merit Scholar, Tim holds a degree in finance and real estate from the University of Wisconsin - Madison.
April Wilson VP, Marketing and Analytics RevSpring, Inc.
April Elliott Wilson has a long history of measuring and optimizing meaningful communication for top brands. A technology enthusiast from grade school, she built her career around evangelizing the power of big data to grow consumer engagement. April is the Vice President of Marketing and Analytics at RevSpring, where she has co-engineered the Intelligent Workflow Solutions program.
Prior employers include TIAA, People’s Bank, The Royal Bank of Scotland, The Dallas Morning News, and AH Belo. She has served on the Board of Directors for the Web Analytics Association, where she ran the Marketing and co-sponsored the Education committees during her tenure. Passionate about education, April has also taught MBA courses for Southern Methodist University, Otterbein University, and Stanford. In 2016, April published her first textbook, Digital Analytics 101. She is currently acting as a judge in the 2018 Internet Advertising Competition for the Web Marketing Association.
Curtis Bernstein Principal Pinnacle Healthcare Pinnacle
Curtis Bernstein is a Principal with Pinnacle Healthcare Consulting. At Pinnacle, Curtis is involved in the leadership of various valuation and strategy projects for health systems, ancillary companies, physician led entities, medical device, pharmaceutical companies, and other healthcare entities.
Curtis began his career in accounting and finance management roles at Tenet Healthcare’s hospitals in South Florida. After Tenet, Curtis worked for AmeriPath overseeing the financial reporting for the Southeast region including completing financial reporting packages used to develop public filings.
In an effort to get involved in more types of transactions, Curtis left the corporate world to enter the consulting world 15 years ago. Curtis began by running the healthcare consulting arm of a CPA firm providing operational and tax consulting to physician practices. Shortly after, Curtis had the opportunity to provide valuation and transaction advisory services to hospitals. Curtis joined HealthCare Appraisers in 2001 where he was involved in various arrangements from medical directorship and call coverage reviews to the valuation of entire health systems. During his time at HealthCare Appraisers, Curtis sat on the finance committee for Glades Hospital, which was owned by the Healthcare District of Palm Beach. In 2010, Curtis joined Sinaiko Healthcare Consulting and became the managing director of valuation and transaction advisory services.
Curtis has worked with the National Association of Certified Valuation Analysts on the development of its four-day Healthcare Consultants Training Institute. He currently serves as a vice chair for the FMV Affinity Group of the American Health Lawyers Association and the vice chair of programming for the Business and Transactions Interest Group of the American Bar Association Health Law Section. Curtis is an Expert for the Healthcare Financial Management Association Forum and edited the section on valuation of professional practices for the PPC Guide to Business Valuation.
Curtis is a Certified Public Accountant, licensed in the state of Florida and is a certified Valuation Analyst and certified Healthcare Financial Professional. He is also accredited in Business Valuation and is an accredited Senior Appraiser. He has a BS in Accounting from the State University of New York at Buffalo and an MBA from Florida Atlantic University.