conference agenda · employees. their corporate commitment and significant contributions to...

Conference Agenda

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September 21-23, 2008 F o u r S e a s o n s Av i a r a | N o r t h S a n D i e g o , C A

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Saturday, September 205:30 pm – 7:00 pm

EArly ArrivAlS’ rECEptionIf you arrive by Saturday, please join us for a drink before heading out to dinner. (Dinner is on your own this evening.)

Sunday, September 218:30 am – 2:00 pm

Golf tournAmEntAviara Golf ClubTest your game at this Arnold Palmer designed course for one of the finest golf experiences in Southern California. Lunch included.

9:00 am – 3:00 pm

SAilinG rEGAttAIt’s all hands on deck for an exciting regatta in the waters of the San Diego Harbor. Lunch included.

5:00 pm – 5:30 pm

outpAtiEnt linKOutpatient LINK gives providers and solutions companies a convenient opportunity to conduct focused business meetings in dedicated time slots. Scheduling for Outpatient LINK will occur in August and is open to registered participants.

5:30 pm – 7:00 pm

opEninG rECEptionJoin us for a Mediterranean themed reception with plenty of hors d’oeuvres. (Dinner is on your own this evening)

Please check-in with us at the Welcome Room during one of the times below:

Saturday 3:00 p.m. – 9:00 p.m. i Sunday 10:00 a.m. – 5:00 p.m.

After this, you may visit the Information Desk in the central conference area:

Monday 7:00 a.m. – 5:00 p.m. i Tuesday 7:00 a.m. – 1:30 p.m.

Conference fee includes Sunday recreation. Please plan to arrive by Saturday

in order to take part in recreation (unless you are local).

Check- In

monday, September 22 7:00 am – 8:00 am

BrEAKfASt

SponSor

7:15 am – 7:45 am

outpAtiEnt linK

8:00 am – 9:30 am

GEnErAl SESSionCEo pAnEl: top 5 ChAllEnGES for thE outpAtiEnt futurE What’s keeping provider CEOs up at night? And what are they doing about it? Join this distinguished panel of CEOs as they discuss the top five issues affecting strategic planning and development for outpatient and ambulatory services. How are they innovating their service line strategies, aligning with physicians, and creating their outpatient futures? This opening session will include an analysis of what industry surveys reveal is top of mind for senior system and hospital executives. Trends in outpatient services and the data supporting the development future of the outpatient market will also be explored.

Kevin locke (Moderator)partnerCharis healthcare Kevin Locke is a co-founder and Partner at Charis Healthcare, which provides hospitals, health systems and physicians with solutions to complex business problems.

Gary Shorbpresident & CEomethodist healthcare Methodist Healthcare is the largest healthcare provider in the Mid-South, consisting of six hospitals and numerous outpatient centers. In 2007, Gary was presented with the Tennessee Hospital Association’s Meritorious Service Award for his leadership and commitment to the faith-based mission of building a culture of patient care excellence.

9:30 am – 10:00 am

BrEAK

SponSor

9:30 am – 10:00 am

outpAtiEnt linK

10:00 am – 11:00 am

4 ConCurrEnt SESSionSnfinAnCiAl SuCCESS fACtorS in mEEtinG thE DEmAnD for CAnCEr CArE

Richard Emery will address the demographic realities of cancer and how your hospital/system can serve the impend-ing demand for cancer care services. He will delve into the economics of developing and executing a comprehensive cancer center: from the financial decision making process to the operational and quality performance success factors once the center opens its doors. Strategic synergies of building a top-notch center, including physician recruitment, payor contracts and patient satisfaction will also be discussed.

richard Emeryvp & Executive Director, trinitas Comprehensive Cancer Center trinitas hospitalAs Executive Director of Trinitas, located within the Trinitas Hospital in Elizabeth, NJ, Richard Emery has overall management re-sponsibility for the cancer facility.

nExECutinG A primAry CArE StrAtEGy in A SpECiAliSt WorlD: A ContrAriAn ApproACh

Are you considering implementing a primary care strategy (PCS)? Are you aware of the opportunities such a strategy could offer? Learn how one organization implemented its PCS and what has – and has not – worked in the operational trenches of PCS implementation. Rob Thames will explain how a PCS has affected his organization’s decision-making and actions – from ambulatory care strategy and leadership development to physician recruitment and physician relations. His presentation will also include a discussion of the decision making around various issues and opportunities facing most healthcare organizations, such as P4P and retail sites of care.

rob thamesEvp, Ambulatory Services and Strategic partnershipsSt. Anthony’s medical Center In addition to his senior leadership duties, Rob Thames oversees the areas of Physician Practices, Urgent Care Centers, JV Develop-ment, Outpatient Surgery Centers, Endoscopy, Cancer and Diagnostic Centers, Women’s Center and Senior Services for St. Anthony’s Medical Center – a large community, tertiary independent hospital located in St. Louis, MO.


Additional panelists to be announced

4 Concurrent Sessions continued

nEvolution or rEvolution: hEAlth CArE rEGulAtory AnD rEimBurSEmEnt trEnDS

In the last 18 months, sweeping regulatory, reimbursement and market changes have altered the way hospitals and physicians approach outpatient transactions. These changes provide greater alignment opportunities for health systems and physicians, but require greater planning in order to maximize transaction benefits. This session will focus on recent and potential regulatory and reimbursement changes, how they impact current arrangements, and the deals that are evolving from them.

Steven EisenbergpartnerBaker hostetlerSteven Eisenberg has advised clients regarding a variety of business and regulatory issues, ranging from corporate structuring to compliance with the complex regulatory scheme facing the healthcare industry.

robert Wolinpartner Baker hostetlerAs a member of Baker Hostetler’s Healthcare team, Robert Wolin maintains an active health-care and business practice with an emphasis on counseling clients in the healthcare industry.

nConCiErGE EmErGEnCy – ConSumEriSm mEEtS thE Er

The ED in many markets is overburdened – and getting more weighed down by the day. Concierge ER represents a way to build loyalty with a growing segment of healthcare consumers who have both the means and willingness to actively direct the delivery of their health services. The patient proposition is enabled by combining three services – freestanding emergency, diagnostic, and imaging centers – in an upscale facility with superior patient access. The session will dive into the market drivers for this model and the concept for the patient experience.

Art Goetzepresident & CooEmergency health Centres Art Goetze is President and COO of Emergency Health Centres in Houston, Texas, the first concierge emergency medicine facility in the U.S.

11:00 am – 11:30 am

BrEAK

SponSor

11:00 am – 11:30 am

outpAtiEnt linK

11:30 am – 12:30 pm

KEynotE SESSion – Chip ConlEypEAK: hoW GrEAt CompAniES GEt thEir mojo from mASloWCEO Chip Conley brings 20 years of experience in taking care of people. His expertise lies in creating optimal environments for customers who visit his 40 award-winning hotels, spas and restaurants across California. He has a unique formula and a proven track record for bringing out the best in his employees. Their corporate commitment and significant contributions to customer service have helped his organization reach nearly $200 million in revenue last year.

In his new book, Peak: How Great Companies Get the Mojo From Maslow, Chip shares his prescription for success based on the iconic Hierarchy of Needs. His new theory illustrates how Employee, Customers and Investors are ultimately motivated by peak experience – and he demonstrates how to create these for each using real-world examples from his own company and others.

About Chip Conley: Chip is the founder and CEO of Joie de Vivre Hospitality, California’s largest boutique hotel company which is currently celebrating its 20th anniversary. Recently named the Bay Area’s Most Innovative CEO by the SF Business Times, Chip has won numerous awards including Guerrilla Marketer of the Year from the American Travel Market-ing Executives, and National Humanitarian Hospitality Company of the Year. He was recently featured as one of Lodging magazine’s 75 Most Influential Leaders in the Travel Industry. Chip holds both a B.A. and M.B.A. from Stanford University.

12:30 pm – 1:15 pm

lunCh

1:15 pm – 1:45 pm

outpAtiEnt linK

monday, September 22


photounavailable

1:45 pm – 2:45 pm

4 ConCurrEnt SESSionSnhoW EviDEnCE-BASED DESiGn BEnEfitS your AmBulAtory fACilitiES

Could evidence-based medicine, evidence-based manage-ment, and evidence-based design change the way all ambulatory care is developed in the future? Find out as our panel of executives discuss the integration of these three processes and how they have resulted in a number of advances and efficiencies in clinical processes and outcomes; patient satisfaction; and operating and facility costs. The panel will discuss the underlying principles and their specific application to the ambulatory care setting.

Steve BuckeridgeSenior vice presidenthealth Care rEit Steve Buckeridge is SVP of Development for Health Care REIT, an equity real estate invest-ment trust that invests across the full spectrum of senior housing and health care real estate, including independent living/continuing care retirement communities, assisted living facilities, skilled nursing facilities, hospitals, long-term acute care hospitals and medical office buildings.

Amy Kellerresearch AssociateCenter for health DesignAmy Keller works to develop and communi-cate research efforts for the Center for Health Design’s Pebble Project. The project’s purpose is to create a ripple effect in the healthcare community by providing researched and docu-mented examples of facilities whose design has made a difference in the quality of care and financial performance of the institution.

Blair Sadler, jDBoard memberCenter for health DesignBlair Sadler is President Emeritus of the Rady Children’s Hospital and Health Center in San Diego, Senior Fellow of Institute for Healthcare Improvement, and Faculty of UC San Diego Schools of Medicine and Management for Healthcare Improvement.

Dr. Edward mcEachernCEoinitiatives healthcareEdward McEachern is the CEO of Initiatives Healthcare, a Boise-based hospital develop-ment and owner/operator company. He is also an Assistant Professor of Orthopedics and the Director of Health Services Research for Orthopedics at the University of Utah.

nrEtAil CliniCS: thE WholE piE or juSt A SliCE?

Retail clinic development continues unabated. Wal-Mart’s recently announced plans to develop 400 in-store clinics by 2010 - in concert with various operating, co-branding partners and hospitals – signals a new twist for the clinic movement. Web Golinkin of RediClinic, a national operator of retail-based clinics and a major Wal-Mart operating partner, will review the economics of the retail care model and outline the pros and cons of partnering on this service versus going it alone.

Web GolinkinCEorediClinicWeb Golinkin is the current President of the Convenient Care Association and operates RediClinic ‘convenient care’ centers in four states, located in H-E-B and Wal-Mart stores. RediClinic provides health screenings and flu shots at retail outlets and employer worksites nationwide. Wal-Mart will work with RediClinic and local hospital systems to open co-branded walk-in clinics in 200 Wal-Mart Supercenters.

nopErAtionAl riSK ASSESSmEnt: An EntErpriSinG ApproACh

This session will provide attendees with the processes of Enterprise Risk Assessment – tools for identifying and arranging risk by order of magnitude, frequency and severity. As an organization considers new business ventures and opportunities, this process can be applied to determine where the venture may fit in the “risk-reward” continuum. The four quadrant risk map will be used to display how the risks are mapped for a clear visual of the organizational risk. Presenters will discuss the benefits of utilizing the Enterprise Risk Management process for focus and alignment of strategic objectives:

Understanding the level of risk exposureSetting priorities when allocating and aligning resourcesGauging effectiveness of risk mitigation strategiesImproving business plan execution

randall finley, jDSystem Director of risk managementChriStuS hEAlthRandall Finley currently chairs the Enterprise Risk Management Assessment project operating throughout CHRISTUS, a faith-based, not-for-profit health system comprised of more than 40 hospitals, inpatient and long term care facilities as well as dozens of clinics, physician offices and health care services. He has created a process for identifying and resolving key operational risks, including solutions for outpatient services, clinical trials and emerging risks.

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nopErAtionAl riSK ASSESSmEnt, cont’d.

mary S. Botkin, ArmSvp, managing Directorhilb, rogal & hobbsAs National Healthcare Practice Leader for HRH, Mary Botkin’s responsibilities include strategic client service solutions for healthcare operational risk across HRH, the 7th largest U.S. ranked healthcare insurance brokerage firm.

Kenneth feltonrn, mS, Cphrm, fAShrmvp, Clinical and risk Consultinghilb, rogal & hobbsKenneth Felton serves on the National Healthcare Steering Committee and heads the Clinical and Risk Consulting services for the healthcare industry group of HRH.

noutpAtiEnt SErviCE trAnSACtionS: 3 CASE StuDiES

Hospitals wishing to establish or expand outpatient services may need to engage in transactions with other hospitals, physicians, and other parties in order to assemble the neces-sary capital and expertise. This session will examine business, legal and valuation issues arising in outpatient service trans-actions through the use of case studies involving radiation oncology, cardiac catheterization labs and sleep centers.

jay hardcastlemanaging partnerBoult, Cummings, Conners & BerryJay Hardcastle, former chair of the Boult, Cummings, Conners & Berry’s Health Care Section, currently serves as the firm’s Managing Partner, and advises hospitals, surgery centers, physicians, and other health care industry providers on joint venture formation, general regulatory issues, and the purchase and sale of health care facilities.

Kevin CampbellmemberBoult, Cummings, Conners & BerryKevin Campbell’s practice focuses on the representation of hospital systems and other providers in transactional, regulatory and operational matters, including joint venture formation, buying and selling health care facilities and physician practices, and compliance with Stark/anti-kickback laws and other regulatory issues.

2:45 pm – 3:15 pm

BrEAK

SponSor

2:45 pm – 3:15 pm

outpAtiEnt linK

3:15 pm – 4:15 pm

DiSCuSSion GroupSDiscussion groups are small (10 people), unstructured, interactive sessions, each focusing on a key tactical issue. Facilitators will kick off each discussion group with an overview of the topic; however, most of the content will come in the form of challenges and solutions shared by session participants. The issues discussed will be based upon attendee feedback during the registration period.

4:30 pm - 5:00 pm

outpAtiEnt linK

6:30 pm – 9:00 pm

rECEption AnD DinnEr:tAStE of CAliforniAWe’re featuring the food and wine of the Golden State during this casual reception and seated dinner in the courtyard.

SponSor



7:00 am – 8:00 am

BrEAKfASt

SponSor

7:15 am – 7:45 am

outpAtiEnt linK

8:00 am – 9:15 am

GEnErAl SESSionCfo pAnEl: finAnCiAl StrAtEGiES for thE outpAtiEnt futurE The five-year financial picture for a large provider relies heavily on the soundness of financial decisions made today. Join this panel of large enterprise CFOs as they discuss the emerging economic trends and realities related to outpatient services, and their potential impact for providers’ short- and long- term financial strategies. Topics to be discussed include:

Maximizing profitability for outpatient/ambulatory services

The reimbursement outlookNew planning and financing methods for

outpatient/ambulatory projectsThe impact of retail and other self-pay services

on the revenue cycleInvolving physicians in an outpatient care strategyEngaging physicians in managing process and costBringing physicians back to the campus in a Stark

environmentLeveraging new developments in outpatient servicesThe evolving healthcare consumerThe changing role of the ER

matt nelson (Moderator)partnerfinancial resource Group Matt Nelson is a partner at FRG, a healthcare consulting company offering management and finance solutions to healthcare institutions including for-profit, governmental, not-for-profit and faith-based hospitals, systems and physicians.

Kerry Gillespie, CfoArdent health ServicesKerry Gillespie joined Ardent, an owner and operator of acute care health systems, as CFO in 2007. He brings more than 20 years of health care management experience to the position, including 15 years in hospital financial opera-tions. The Ardent network includes 11 acute care hospitals, multi-specialty physician groups, a health plan and a nationally-recognized medical laboratory.

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john Stone, Cfo & CAoohio State university medical CenterJohn Stone is responsible for the coordination, interpretation, and development of policies on finance and related issues in support of the Medi-cal Center. He is also responsible for the coordination of facilities management, information services, government relations and development. OSU Medical Center includes University Hospi-tal, The Arthur G. James Cancer Hospital, OSU Harding Hospital, a federally designated Compre-hensive Cancer Center, the Richard M. Ross Heart Hospital and a network of community care sites.

Doug Waite, Svp & CfoSeton family hospitals Doug Waite joined Seton Family of Hospitals in 2000 as Senior Vice President and Chief Financial Officer. His responsibilities include revenue cycle, general accounting, financial planning, third party reimbursement, financial reporting, tax reporting, performance improvement, internal consulting, revenue integrity, and cost accounting.

9:15 am – 9:45 am

BrEAK

SponSor

9:15 am – 9:45 am

outpAtiEnt linK

9:45 am – 10:45 am

3 ConCurrEnt SESSionSnthE ChAnGinG tiDES of hoSpitAl/phySiCiAn joint vEnturES

Maintaining an appropriate strategy for venturing with physicians is never clear cut – particularly in the changing regulatory tides. With pressure mounting at CMS and in the legislature to limit physician ownership and involve-ment in healthcare facilities and services, it is arguably more important than ever to reevaluate hospital-physician ventures and rebalance your strategy based on anticipated future guidelines. This panel will discuss new twists to approaching hospital/physician joint ventures for outpatient services in the current climate and provide practical advice for strategizing and implementing forward-looking ventures.

tuesday, September 23



nthE ChAnGinG tiDES of hoSpitAl/phySiCiAn jvs, cont’d.

Daniel mohan (Moderator)partnermorris, manning & martin Daniel Mohan concentrates in the areas of M&As, formation of JVs, federal and state self-referral, Stark, and Anti-Kickback Stat-ute compliance, formation and merger of physician practices, Medicare and Medicaid reimbursement, and medical staff issues.

robert Carrerapresidentpinnacle IIIRobert Carrera is President of Pinnacle III, which specializes in turnkey operational development, operational management and revitalizations for hospital and physician outpatient centers.

Christian Ellisonvp, Business Developmenthealth inventuresChristian Ellison leads business development and the Ascent Health subsidiary for Health Inventures, which specializes in the develop-ment and management of outpatient surgical and imaging facilities.

Caryl SerbinpresidentSurgery Consultants of AmericaCaryl Serbin is president and founder of Surgery Consultants of America, a develop-ment and management company for ambulatory surgery centers.

nBEyonD BonDS: CrEAtivE finAnCinG for outpAtiEnt projECtS

Tighter credit and higher borrowing costs have caused many providers to consider financial vehicles and strategies they may not have previously examined. Four financial advisory experts will help you understand creative ways of pursuing new projects in these tighter financial markets. How can real estate ownership be rearranged to create capital? What kinds of off balance sheet transactions should you consider (or avoid)? Should certain outpatient assets be divested or restructured? Are there any new methods of physician co- investment that merit consideration (or avoidance)? Which of these vehicles should you consider irrespective of your access to cash and bond finance?

nBEyonD BonDS: CrEAtivE finAnCinG, cont’d.

jonathan Burklund (Moderator)managing DirectorStanford Group Company Jonathan Burklund is head of healthcare investment banking with Stanford Group Company, providing public equity and debt offerings, private placements of equity and debt, mergers and acquisitions advisory, and in-depth equity and policy research.

michael WendlingSenior vice presidentCit healthcareMichael Wendling is Senior Vice President for Outpatient Services at CIT Healthcare, which offers a full spectrum of financing solutions and related advisory services to companies across the healthcare industry.

poe CornExecutive vice presidentjones lang laSalle inc.As EVP, Healthcare Capital Markets, for Jones Lang LaSalle, Poe Corn assists healthcare providers with developing and executing real estate strategies designed to achieve specific occupancy and management objectives.

Kevin o’neilSenior managing Directortrammell CrowKevin O’Neil serves as Senior Managing Director of Trammell Crow Company’s Healthcare business, which provides a range of development and investment services to healthcare providers across the country.

nphySiCiAn GovErnAnCE in hoSpitAl EmployED nEtWorKS: DEvElopinG A SuCCESSful moDEl

Physician employment continues to be a major strategic initiative – and challenge – for hospitals. Increasingly, hospitals are recruiting physicians and offering direct employment arrangements. Recent data from a national physician recruitment firm indicates that 43% of physician searches in 2006/07 were at the request of hospitals; up from just 19% in 2004/05. While this strategy is enabling hospitals to meet community and service line needs, it also creates new challenges. Primarily, how to organize and govern hospital employed physicians. Presenters will impart a comprehensive understanding of the critical issues, strategies for addressing these issues, and key success factors for building a strong physician governance structure.




nphySiCiAn GovErnAnCE, cont’d.

mitch neyhartCfoprovidence physician GroupMitch Neyhart is CFO for the Providence Physician Group, part of Providence Health & Services, a not-for-profit health system that includes 26 hospitals, more than 35 non-acute facilities, physician clinics, a health plan, a liberal arts university, a high school, approxi-mately 45,000 employees and numerous other health, housing and educational services.

Kevin forsterSenior managerECG management ConsultantsKevin Forster is a senior manager with ECG, which provides strategic, management and information technology-related consulting services to healthcare providers.

10:45 am – 11:15 am

BrEAK

10:45 am – 11:15 am

outpAtiEnt linK

11:15 am – 12:30 pm

CloSinG GEnErAl SESSionCxo: A prESCription for pAtiEnt SAtiSfACtion SuCCESSThere is growing interest today in what role “patient experience management” should have in healthcare. An emerging trend is to designate a new executive position: the Chief Experience Officer or CXO. As generally defined, the CXO’s job is to improve customer satisfaction by proactively managing every aspect of the customer’s experience.

This in-depth presentation will look at the methodology for the prospective CXO to apply for improving patient satisfaction survey results, as well as representative case studies to support it. Attendees will learn how UAMS and UCH drove improvements in the patient experience that reflect positively in their respective patient satisfaction results. The presenters will examine Henry Ford Health System and Cleveland Clinic, both of whom have CXOs in place. The presentation will also highlight both Starbucks and Disney as representative organizations from outside the healthcare industry who have capitalized on having individuals specifically responsible for “experience management.”

Closing General Session continued

j. robert harris, Sr., fAChEAssistant vice Chancelloruniversity of Arkansas for medical SciencesRobert Harris is Assistant Vice Chancellor for University of Arkansas for Medical Sciences, an academic health sciences center with 2,300 students and 700 resident physicians.

randy Buchnowski, fAChEpractice Administratoruniversity of Colorado hospitalRandy Buchnowski is Practice Administrator for the Orthopedics Clinic, Spine Center and the Sports Medicine Center at University of Colorado Hospital, the academic hospital for the University of Colorado Denver School of Medicine.

jake poorepresidentintegrated loyalty SystemsJake Poore is Founder and President of Integrat-ed Loyalty Systems, a firm that specializes in strat-egy development, cultural transformation, service development, process improvement, the physical architecture of service and leadership develop-ment around the theme of service excellence.

12:30 pm – 1:00 pm

GrAB ’n Go lunCh



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