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Agenda

Revenue Cycle Management Summit
10-12 September, 2025
Millennium Maxwell House Nashville
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  • Day 1: Wednesday, 5 Feb, 2025
    7:30am
    Registration
    8:30am
    Executive Panel
    • Gain insights into the current state of the RCM industry and understand the key challenges healthcare organizations face.  
    • Learn how to identify and overcome clinical and technical denial triggers, potentially saving your organization millions in lost revenue.

    • Walk away with actionable, data-driven techniques to analyze your denial trends, close process gaps and improve first-pass resolution rates. 
    Revenue Cycle Management

    Author:

    Lisa Meredith

    AVP, Revenue Cycle Management
    LifePoint Health

    Lisa Meredith

    AVP, Revenue Cycle Management
    LifePoint Health

    Author:

    Howard Kung

    Senior Director, Revenue Cycle
    Mayo Clinic

    Howard Kung

    Senior Director, Revenue Cycle
    Mayo Clinic

    Author:

    Edward Marx

    Chief Executive Officer
    Marx Advisory

    The youngest child of Holocaust survivors, Ed moved to the United States at age 10. At 16, he served as a medical clinic janitor where he discovered his healthcare calling. Ed took successive positions as combat medic, anesthesia tech, strategic planner and technology manager. He quickly learned how the convergence of clinical, business and digital saved lives. His passion ignited, he jumped feet first into technology and operations in the C-Suite of Cleveland Clinic, NYC Health & Hospitals, Texas Health Resources and University Hospitals.

    Intermixed, Ed served the supplier side as well. He was CEO for consulting firm Divurgent, global CDO for Tech Mahindra Health & Life Sciences and CIO of the Advisory Board. Concurrently, he served 15 years as an Army combat engineer officer and combat medic. Today, Ed is focused on his own advisory practice.

    Ed does a fair amount of speaking, writing and podcasting. He authored healthcare bestsellers including “Voices of Innovation” and “Healthcare Digital Transformation”. He is currently writing a book for Mayo Clinic on “Patient Experience” and “Voices of Innovation - Payers”. His podcast “DGTL Voices” is “Top 3%” globally. His Blog, CEO Unplugged, surpassed 1M views. Ed recently started a YouTube channel to expand his audience.

    Most importantly, Ed is husband to Simran who holds a Doctor of Nursing (DNP). They love to dance and climb mountains. They have 5 grown children and 4 grandchildren. To stay fit, he is captain of TeamUSA Triathlon.

    For more career information you can find me:

    Twitter https://twitter.com/marxtango

    LinkedIn https://www.linkedin.com/in/edwardmarx/

    Website https://www.marxadvisory.com/

    YouTube https://www.youtube.com/@EdwardMarx

    Edward Marx

    Chief Executive Officer
    Marx Advisory

    The youngest child of Holocaust survivors, Ed moved to the United States at age 10. At 16, he served as a medical clinic janitor where he discovered his healthcare calling. Ed took successive positions as combat medic, anesthesia tech, strategic planner and technology manager. He quickly learned how the convergence of clinical, business and digital saved lives. His passion ignited, he jumped feet first into technology and operations in the C-Suite of Cleveland Clinic, NYC Health & Hospitals, Texas Health Resources and University Hospitals.

    Intermixed, Ed served the supplier side as well. He was CEO for consulting firm Divurgent, global CDO for Tech Mahindra Health & Life Sciences and CIO of the Advisory Board. Concurrently, he served 15 years as an Army combat engineer officer and combat medic. Today, Ed is focused on his own advisory practice.

    Ed does a fair amount of speaking, writing and podcasting. He authored healthcare bestsellers including “Voices of Innovation” and “Healthcare Digital Transformation”. He is currently writing a book for Mayo Clinic on “Patient Experience” and “Voices of Innovation - Payers”. His podcast “DGTL Voices” is “Top 3%” globally. His Blog, CEO Unplugged, surpassed 1M views. Ed recently started a YouTube channel to expand his audience.

    Most importantly, Ed is husband to Simran who holds a Doctor of Nursing (DNP). They love to dance and climb mountains. They have 5 grown children and 4 grandchildren. To stay fit, he is captain of TeamUSA Triathlon.

    For more career information you can find me:

    Twitter https://twitter.com/marxtango

    LinkedIn https://www.linkedin.com/in/edwardmarx/

    Website https://www.marxadvisory.com/

    YouTube https://www.youtube.com/@EdwardMarx

    Author:

    Becky Peters

    Executive Director, Patient Access Services
    Banner Health

    Becky Peters

    Executive Director, Patient Access Services
    Banner Health

    Author:

    Rae A. McIntee, DDS, MD, MBA, FACS, CPE

    Medical Director Clinical Solutions (Supporting Payment Integrity & SIU)
    Louisiana Blue

    Rae A. McIntee, DDS, MD, MBA, FACS, CPE

    Medical Director Clinical Solutions (Supporting Payment Integrity & SIU)
    Louisiana Blue
    9:30am
    • Learn proven tactics and strategies that the panelists have implemented within their organization to handle denials effectively and efficiently as they arise. 
    • Listen to our expert panel as they provide practical insights on building a robust denials management program.
    • Discover the role technology plays in tracking, analyzing, and optimizing denial management workflows in our panelist's organizations.

    Specialty Credits for: Core A – CPCO, CPMA

    Revenue Cycle Management

    Author:

    Betye Ochoa

    Director, Revenue Cycle Redesign
    NorthShore University HealthSystem

    Betye Ochoa

    Director, Revenue Cycle Redesign
    NorthShore University HealthSystem

    Author:

    Ebrahim Barkoudah

    System Chief & Regional Chief Medical & Quality Officer
    Baystate Health

    Ebrahim Barkoudah

    System Chief & Regional Chief Medical & Quality Officer
    Baystate Health

    Author:

    Brennan John

    Director, Revenue Cycle
    Intermountain Health

    Brennan John

    Director, Revenue Cycle
    Intermountain Health
    10:15am
    • Macro trends & constraints to financial resiliency 

    • Technology as a remedy: frameworks for evaluating & demystifying AI 

    • Translating AI into real-world business value 

    • Tangible examples of measured impact: Revenue + Cost/Labor 

    Author:

    Bradford Kuntscher

    Product Specialist
    Iodine Software

    Bradford Kuntscher

    Product Specialist
    Iodine Software
    10:45am
    Networking Break
    12:00pm
    • Discover the four key capacity drivers that enhance patient access.
    • Learn strategies to maximize capacity and access across clinics, groups, and organizations.
    • Understand the metrics for measuring capacity and access and explore their interconnections.

    Specialty Credits for: Core A – CPCO, CPMA

    Revenue Cycle Management

    Author:

    Paul Schmitz

    Executive Director, Patient Access
    AdventHealth

    Paul Schmitz

    Executive Director, Patient Access
    AdventHealth
    12:30pm
    • Learn how to ensure all required information is submitted on time. 

    • Maintain strong relationships with payers and proactively follow up on authorizations.  

    • Utilize tools and workflows to streamline the process and reduce denials. 

    Author:

    Ismet Sharich

    Patient Access Director
    Riverside Healthcare

    Ismet Sharich

    Patient Access Director
    Riverside Healthcare
    13:00pm
    Networking Break
    14:30pm
    • Key takeaways:
      • Discover how cost arbitrage and staffing continuity make offshore services a viable option for many organizations. At the same time, understand the key challenges of security and quality concerns, along with actionable strategies to mitigate these risks effectively.
      • Learn about market dynamics and service penetration across regions and categories
      • Understand the pros and cons of various pricing models, critical questions to ask during negotiations, and common risks or pitfalls to avoid in contracting.
    Revenue Cycle Management

    Author:

    Wess Pass

    Chief Revenue Officer
    Data Marshall

    Wess Pass

    Chief Revenue Officer
    Data Marshall

    Author:

    Kimberly Collins Skinner, MBA, CHFP, CRCR

    VP, Client Services
    Data Marshall

    Kimberly Collins Skinner, MBA, CHFP, CRCR

    VP, Client Services
    Data Marshall
    15:00pm
    • Learn to solve one of the most costly RCM Challenges - An open discussion regarding practical tools and insights to minimize costly errors and boost revenue.
    • Discover technology enablers - How to determine if the value is attainable when choosing technology.
    • Learn how to leverage all resources - The solution must include both your team and your technology. 

    Author:

    Stacy Calvaruso

    Vice President of Sales and Client Delivery
    ASP-RCM Solutions

    Stacy Calvaruso

    Vice President of Sales and Client Delivery
    ASP-RCM Solutions
    15:30pm
    Networking Break
    16:45pm
    • Expand your perspective by exploring LOVE as a transformative business strategy.
    • Discover how loving leadership fosters a culture of engaged and motivated employees.
    • Reflect on strategies for normalizing love as an integral part of business practices.
    Revenue Cycle Management

    Author:

    Cynthia Johnson

    (former) Senior Director, Referral & Claims Administration
    Kaiser Permanente

    Cynthia Johnson

    (former) Senior Director, Referral & Claims Administration
    Kaiser Permanente
    17:15pm
    18:15pm
    Closing Comments
  • Day 2: Thursday, 6 Feb, 2025
  • Day 3: Friday, 7 Feb, 2025