Agenda | Kisaco Research

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
    ... read more

    Lisa Meredith

    AVP, Revenue Cycle Management
    LifePoint Health

    Author:

    Howard Kung

    Senior Director, Revenue Cycle
    Mayo Clinic
    ... read more

    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

    ... read more

    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
    ... read more

    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
    ... read more

    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
    ... read more

    Betye Ochoa

    Director, Revenue Cycle Redesign
    NorthShore University HealthSystem

    Author:

    Ebrahim Barkoudah

    System Chief & Regional Chief Medical & Quality Officer
    Baystate Health
    ... read more

    Ebrahim Barkoudah

    System Chief & Regional Chief Medical & Quality Officer
    Baystate Health

    Author:

    Brennan John

    Director, Revenue Cycle
    Intermountain Health
    ... read more

    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
    ... read more

    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
    ... read more

    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
    ... read more

    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
    ... read more

    Wess Pass

    Chief Revenue Officer
    Data Marshall

    Author:

    Kimberly Collins Skinner, MBA, CHFP, CRCR

    VP, Client Services
    Data Marshall
    ... read more

    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
    ... read more

    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
    ... read more

    Cynthia Johnson

    (former) Senior Director, Referral & Claims Administration
    Kaiser Permanente
    17:15pm
    18:15pm
    Closing Comments
  • Day 2: Thursday, 6 Feb, 2025
    7:30am
    Registration
    8:30am
    9:00am
    9:30am
    • Gain a concise overview of the 5 OIG healthcare risk areas, including the False Claims Act, Anti-Kickback Statute, Civil and Monetary Penalties, Exclusions, and the Stark Law.
    • Discover the areas commonly denied and at risk of violating the False Claims Act, including medical necessity of admissions and services, unbundling and improper coding and modifier assignment, double billing, billing for services not provided, upcoding, and billing non-covered services as provided.
    • Walk away with resources available to identify what the OIG is targeting and internal resources that facilities can utilize to identify and mitigate hospital-specific risks.
    • Learn about the factors to consider when determining the need to involve legal counsel.

    Specialty Credits for: Core A – CPCO, CPMA, CIC, CRC

    Revenue Cycle Management

    Author:

    Jill Sell-Kruse

    Director, Compliance Risk & Oversight Ethics & Compliance
    ScionHealth
    ... read more

    Jill Sell-Kruse

    Director, Compliance Risk & Oversight Ethics & Compliance
    ScionHealth
    10:00am
    • Review the latest updates to the OIG's Compliance Guide to ensure your practice aligns with current standards.
    • Identify potential issues impacting your practice and implement proactive measures to address them effectively.
    • Stay informed about recent developments in the compliance landscape to maintain adherence to evolving regulations.

    Author:

    Sandy Giangreco Brown

    VP, Revenue Integrity & Education
    Spire Orthopedic Partners
    ... read more

    Sandy Giangreco Brown

    VP, Revenue Integrity & Education
    Spire Orthopedic Partners
    10:30am
    Networking Break
    11:45am

    • Identify risk areas in chargemaster (CDM) pricing that are often overlooked.
    • Describe ways to rationalize and defend pricing.
    • Effectuate processes to stay current with price transparency regulations.

    Revenue Cycle Management

    Author:

    Sarah L. Goodman

    President.CEO
    SLG, Inc.
    ... read more

    Sarah L. Goodman

    President.CEO
    SLG, Inc.
    12:15pm
    Revenue Cycle Management

    Author:

    Frank Shipp

    Executive Director
    Johns Hopkins Medicine

    Frank E. Shipp currently serves as Executive Director of the Johns Hopkins Clinical Alliance, the clinically integrated network of Johns Hopkins Medicine. The network includes over 3,000 providers, consisting of both employed and independent practices.

    Frank transitioned to value-based care after 25 years of hospital-based operations experience in both community and academic health systems. During the past nine years, Frank has held executive positions in a Payor-Provider Organization in NYC and has built a highly successful CIN over a five-year period in Northern New Jersey. Frank speaks regular at national healthcare conferences regarding value-based care strategies and tactics.

    Frank completed his MBA at Fairleigh Dickinson University, is a certified Fellow of the American College of Healthcare Executives and a trained Black Belt in Lean Six Sigma from Villanova University.

    ... read more

    Frank Shipp

    Executive Director
    Johns Hopkins Medicine

    Frank E. Shipp currently serves as Executive Director of the Johns Hopkins Clinical Alliance, the clinically integrated network of Johns Hopkins Medicine. The network includes over 3,000 providers, consisting of both employed and independent practices.

    Frank transitioned to value-based care after 25 years of hospital-based operations experience in both community and academic health systems. During the past nine years, Frank has held executive positions in a Payor-Provider Organization in NYC and has built a highly successful CIN over a five-year period in Northern New Jersey. Frank speaks regular at national healthcare conferences regarding value-based care strategies and tactics.

    Frank completed his MBA at Fairleigh Dickinson University, is a certified Fellow of the American College of Healthcare Executives and a trained Black Belt in Lean Six Sigma from Villanova University.

    12:45pm

    • Explore insights and strategies needed to navigate contract negotiations with confidence and expertise, ensuring you secure the best terms for your organization.

    • Recognize resources for the rules governing various types of health plans and contracting entities.

    • Understand different reimbursement models, discuss techniques for preparing for
      and conducting successful contract negotiations, and highlight common
      challenges and how to overcome them.

    Specialty Credits for: Core A – CPPM, CPCO

    Revenue Cycle Management

    Author:

    Richelle Marting

    Director, Managed Care Contracting
    North Kansas City Hospital, Meritas Health Corporation
    ... read more

    Richelle Marting

    Director, Managed Care Contracting
    North Kansas City Hospital, Meritas Health Corporation
    13:15pm
    Networking Break
    14:45pm

    • Discover practical communication strategies to keep patients informed, engaged, and satisfied beyond their visit to the hospital. 

    • Explore the latest cutting-edge technology, such as automated messaging, AI-driven communication platforms, and personalized outreach strategies.
    Revenue Cycle Management

    Author:

    Andrew Zurick

    Medical Director Cardiac CT & MRI, Staff Cardiologist
    Ascension, St Thomas Heart
    ... read more

    Andrew Zurick

    Medical Director Cardiac CT & MRI, Staff Cardiologist
    Ascension, St Thomas Heart

    Author:

    Michelle Myers

    Director, Patient Financial Services
    Boulder Care
    ... read more

    Michelle Myers

    Director, Patient Financial Services
    Boulder Care

    Author:

    Lisa Griffin, MBA, CCCM

    Chief Consumer Officer
    University Hospitals
    ... read more

    Lisa Griffin, MBA, CCCM

    Chief Consumer Officer
    University Hospitals
    15:15pm
    • Understand the critical role of Patient Price Estimates in improving transparency and patient satisfaction.
    • Learn effective methods to measure POS collections and use these insights to drive performance improvements.
    • Equip your team with a clear understanding of the "Why" behind their efforts.
    Revenue Cycle Management

    Author:

    Becky J. Peters

    Executive Director of Patient Access Services
    Banner Health
    ... read more

    Becky J. Peters

    Executive Director of Patient Access Services
    Banner Health
    15:45pm

    • Explore strategies for fostering stronger partnerships and enhancing cooperation between payers and providers to achieve mutual goals.

    • Learn how successful collaboration can lead to better patient outcomes, more accurate reimbursements, and improved financial performance for both payers and providers.

    Revenue Cycle Management

    Author:

    Cynthia Johnson

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

    Cynthia Johnson

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

    Author:

    Catherine Pesek Bird

    Physician Advisor
    Lakeland Regional Health-Florida
    ... read more

    Catherine Pesek Bird

    Physician Advisor
    Lakeland Regional Health-Florida

    Author:

    Dr Priscilla Alfaro, MD, FAAP, CPC, CPMA, COC, CIC, CFE

    VP Payment Integrity
    Blue Cross NC

    Dr. Priscilla Alfaro is a seasoned healthcare professional with extensive experience in executive medical management, fraud prevention, and healthcare analytics. A certified medical coder, fraud examiner, and auditor, she has a proven track record of improving healthcare efficiency and preventing fraud, waste, and abuse across various roles and affiliations, including the Texas HHS and Anthem.

    ... read more

    Dr Priscilla Alfaro, MD, FAAP, CPC, CPMA, COC, CIC, CFE

    VP Payment Integrity
    Blue Cross NC

    Dr. Priscilla Alfaro is a seasoned healthcare professional with extensive experience in executive medical management, fraud prevention, and healthcare analytics. A certified medical coder, fraud examiner, and auditor, she has a proven track record of improving healthcare efficiency and preventing fraud, waste, and abuse across various roles and affiliations, including the Texas HHS and Anthem.

    Author:

    Vanessa Moldovan, CRCR, CPC, CPB, CPMA, CPPM, CPC-I

    CEO & Founder
    For the Love of Revenue Cycle

    Vanessa Moldovan, CEO and founder of For the Love of Revenue Cycle (FTLORC), is a trusted expert in healthcare revenue cycle management with over 20 years of experience. Specializing in denial management, accounts receivable, and strategic optimization, she helps organizations prevent revenue leakage and achieve sustainable growth. Vanessa also advises healthcare SaaS companies, enhancing product-market fit, sales, and operational excellence.


    As the creator of the For the Love of Revenue Cycle podcast and leader of a thriving Facebook community, Vanessa is dedicated to transforming the revenue cycle through education and standardization.

    ... read more

    Vanessa Moldovan, CRCR, CPC, CPB, CPMA, CPPM, CPC-I

    CEO & Founder
    For the Love of Revenue Cycle

    Vanessa Moldovan, CEO and founder of For the Love of Revenue Cycle (FTLORC), is a trusted expert in healthcare revenue cycle management with over 20 years of experience. Specializing in denial management, accounts receivable, and strategic optimization, she helps organizations prevent revenue leakage and achieve sustainable growth. Vanessa also advises healthcare SaaS companies, enhancing product-market fit, sales, and operational excellence.


    As the creator of the For the Love of Revenue Cycle podcast and leader of a thriving Facebook community, Vanessa is dedicated to transforming the revenue cycle through education and standardization.

    Author:

    Monique Pierce

    Payment Solutions & Operations
    Cohere Health

    Monique started her Payment Integrity career in COB at Oxford HealthPlans.  After the merger with UnitedHealthcare, she led multiple teams and was responsible for creating innovative programs. Monique joined SCIO Health Analytics in 2014 and was responsible for system and process improvements before being promoted to VP of client engagement and business optimization   In 2020, Monique joined start-up Devoted Health and created a full suite of programs from the ground up.   Based on a passion for metrics and measuring performance, she centralized and standardized all programs reducing implementation time and maximizing savings.   Today, Monique is driving opportunities to improve claim payment by designing and developing new prior auth and claim reconciliation products at Cohere Health.  

    ... read more

    Monique Pierce

    Payment Solutions & Operations
    Cohere Health

    Monique started her Payment Integrity career in COB at Oxford HealthPlans.  After the merger with UnitedHealthcare, she led multiple teams and was responsible for creating innovative programs. Monique joined SCIO Health Analytics in 2014 and was responsible for system and process improvements before being promoted to VP of client engagement and business optimization   In 2020, Monique joined start-up Devoted Health and created a full suite of programs from the ground up.   Based on a passion for metrics and measuring performance, she centralized and standardized all programs reducing implementation time and maximizing savings.   Today, Monique is driving opportunities to improve claim payment by designing and developing new prior auth and claim reconciliation products at Cohere Health.  

    16:30pm
    Closing Remarks
    18:00-20:00
  • Day 3: Friday, 7 Feb, 2025
    8:00am
    Registration
    9:35am
    • Discuss assessing and selecting the right technologies (e.g., EHRs, automation tools, AI, and analytics platforms) that align with an organization’s RCM needs and overall goals, considering factors like cost, scalability, and ease of integration.
    • Explore the technical challenges of integrating diverse technologies into existing RCM workflows, including data interoperability and system compatibility.
    • Address the human element of technology adoption, focusing on how to manage change within the organization, train staff effectively, and foster a culture of innovation to ensure successful implementation.
    • Discuss how to measure new technologies and return on investment (ROI), including key metrics like reduced Days in AR, increased collection rates, improved patient satisfaction, and cost savings.
    Revenue Cycle Management

    Author:

    Brennan John

    Director, Revenue Cycle
    Intermountain Health
    ... read more

    Brennan John

    Director, Revenue Cycle
    Intermountain Health
    10:30am
    Networking Break
    11:00am

    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

    ... read more

    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

    12:00pm
    Goodbye Lunch

Jump to: Wednesday, 5 Feb | Thursday, 6 Feb | Friday, 7 Feb