Marcy Baker has over 20 years of experience in the healthcare industry working on both the payer and provider sides. She has held various positions in the Provider eSolutions Department at Aetna over the last 10 years, including developing and driving the strategy to increase provider adoption of electronic transactions and Aetna's Secure Provider Website. She currently leads Aetna's Electronic Remittance and Payments initiative Her responsibilities include management of ERA/EFT enrollment processes for medical providers, increasing utilization of electronic payments and implementation of CAQH's EFT Enrollment Utility.
Prior to joining Aetna, Ms. Baker worked in Provider Relations and Contracting at Cigna Healthcare and spent 6 years working in specialty physician practices.
John Barkett is the Director of Policy Affairs for the Exchange Solutions line of business of Towers Watson. He previously worked for Extend Health, the nation's largest private Medicare exchange, before it was acquired by Towers Watson in 2012. John is responsible for strategy development as it pertains to both federal and state health policy, as well as the product development and marketing of Towers Watson's various exchange solutions.
Before to joining Extend Health, John spent two and a half years in Washington, D.C., where he contributed to the writing, passage, and implementation of the Patient Protection and Affordable Care Act. John served on the health subcommittee staff of the Ways and Means Committee in the House of Representatives in 2009 where he drafted and negotiated the final details of legislation aimed at reducing fraud in the Medicare program. After the bill's passage, John joined the staff of the Office of Health Reform in the Department of Health and Human Services, where he helped guide the implementation of those sections of the Affordable Care Act related to delivery system reform.
Previously, John worked for athenahealth, Inc., a revenue-cycle management and electronic medical record company, and Medica HealthCare Plans, Inc., a Medicare Advantage plan.
John earned an MBA in health care management from the Wharton School of the University of Pennsylvania, where he won the Robert D. Eilers Award for health care innovation and service to the community. He graduated cum laude from Harvard College, with a bachelor's degree in economics and a secondary field in health care policy.
In addition to his position as Executive Director for EHNAC, Mr. Barrett is President, CEO of IGI Global Health, a provider of services to HIE's, EMR, Portals and EDI Transactional platforming. He also currently serves as a board trustee on the NJ HITEC Regional Extension Center.
Mr. Barrett has 10 years leading healthcare professional services organizations including PricewaterhouseCoopers, SAIC, Covansys and Virtusa. He has 20 years in senior management roles in payer organizations including: MassMutual, Connecticut Mutual, Travelers and Aetna. He has also lead and grown healthcare and other software/solutions companies including: MultiMate, Barrett Consulting Group, Medical banking Exchange (MBEXX) and Claredi Corp. He has also been in senior leadership for the American Dental Association Business Enterprises Inc. (ADABEI), the for-profit, wholly owned subsidiary of the ADA, a provider organization. He has served as chairman of WEDI, and ASCX12N Insurance Subcommittee and has been on a number of other industry board roles.
He speaks nationally on a variety of e-Health/e-Commerce and industry topics and is involved in a number of industry coalitions promoting the use and implementation of both administrative and clinical transactions, including the development and proliferation of electronic health records (EHR) and "Meaningful Use" including the National Health Information Network (NIHN) and Health Information Exchanges (HIE's).Mr. Barrett continues to work on key e-Health industry initiatives that lay the foundation for health information technology - including support and implementation of the American Reinvestment and Recovery Act (ARRA), Health Insurance Portability and Accountability Act (HIPAA),the Health Information Technology for Economic and Clinical Act (HITECH and Accountable Care Act (ACA).
Wendy is the Director of Provider Relations and Communications at Blue Shield of California. She leads
a statewide team that works directly with network providers to drive best outcomes in the operational
requirements of provider contracts for all lines of business.
One of Provider Relations' responsibilities is the execution of the innovative Partnership in Operational
Excellence and Transparency (POET) program that provides a forum for Blue Shield and providers
to efficiently identify and resolve operational issues. The Provider Relations team also leads the
Comprehensive Provider Relations Strategy, partnering with multiple internal business units to identify
objectives and lead data-driven interactions with providers to achieve operational and quality outcomes.
Wendy is also responsible for managing the access and availability measures and outcomes for all lines
Blue Shield of California's network of hospitals and IPA/medical groups are surveyed annually to assess the effectiveness of the service provided by the team of Provider Relations Representatives. Providers repeatedly rate the team as the best among the health plans for the overall value, quality and professionalism. This is in keeping with tProvider Relations' mission to be the best in class in California in building strong and trusting provider relationships by providing excellent service and root cause issue resolution.
Wendy has been with Blue Shield of California for 17 years. Prior to joining Blue Shield, Wendy was the Regional Director for Contracting and Provider Relations for CareAmerica Heath Plans. Wendy holds a Master's Degree in Public Health from the University of California Los Angeles (UCLA).
Ann has over 20 years of experience in Financial Services, Payments and Healthcare. She has led the development and expansion of many businesses including commercial cards, small business credit cards, B2B payments and healthcare payments. She is adept at innovating and executing in large organizations as well as start ups and has significant experience in launching new products and businesses. Ann utilizes her experience to help organizations improve results for existing products and services and can be a catalyst for the launch of new solutions to drive growth and expand businesses.
- Over the course of her career Ann has been instrumental in the launch of several new businesses including: developing and implementing a corporate card solution for GE Capital, helping to drive triple digit expansion of small business cards at Visa USA, introducing a new B2B payment model for Visa Commercial Solutions and creating a global commercial card alliance program for Bank One.
- Ann has also guided significant growth while managing products and relationships at various organizations such as Works, Inc. where she managed the distribution partnership with Bank of America who later acquired Works. At Optum she managed 30% growth in electronic claims payments and led a team that successfully established the first external distribution partners.
- Ann brings a wide array of experience at the intersection of payments and healthcare. She has managed numerous card and payment products, led product and business development teams, and organized call centers and operations groups. She has worked at some of the leading and largest organizations in the financial services industry including GE Capital, Visa, Bank of America, Bank One and Household Credit Services. In addition she has played a key role in the development of three start-up organizations and knows how to drive results in organizations both large and small.
Currently Ann is leading the sales team at CAQH focused on offering innovative solutions to the healthcare industry focused on reducing administrative costs
As Vice President of Customer Lifecycle Management, Kristin Conley is responsible for the driving customer insights across the organization, sales lead automation and HCSC's digital strategy. Kristin oversees the web and mobile solution development for BlueCross BlueShield's retail, member, employer and producer sites in HCSC's five markets.
Ms. Conley held various roles in healthcare operations, strategy and technology as a management consultant, project manager and business analyst within the Blues system and a healthcare IT consulting practice, First Consulting Group. Prior to her move to marketing, she led the development of HCSC's project portfolio management process and the creation of their project management office.
Ms. Conley has a Masters degree in business from Johns Hopkins University and a BA in Economics from Goucher College. An arts enthusiast and former dancer, she currently serves on the board of a local choral group.
Jim is Chair of the Workgroup for Electronic Data Interchange (WEDI) Board of Directors and co-chairs
the WEDI ICD-10 workgroup. He also served on the leadership team that oversaw creation of the 2013
WEDI report. Jim is a past recipient of WEDI's Chairman's Award, Distinguished Service Award and the
Andrew H. Melczer Excellence in Volunteerism Award.
Jim has co-chaired WEDI national events on topics such as HIPAA implementation concerns, use of transaction acknowledgements, and issues associated with migration to ICD-10 codes. He is frequently quoted in industry publications and speaks nationally regarding industry issues related to health IT. Jim has testified before the National Committee on Vital and Health Statistics on behalf of WEDI and on behalf of the Blue Cross and Blue Shield Association on topics including transaction standards and operating rules, privacy, ICD-10, Health Plan Identifier, and health plan compliance certification.
Jim is the Director of IS Risk & Compliance for BlueCross BlueShield of South Carolina, one of the largest Medicare and TRICARE claims processors in the nation. Jim represents BlueCross nationally on health IT and founded the BlueCross corporate information security council. He also serves on the Health IT Plan Advisory Group for the Blue Cross and Blue Shield Association and served as a commissioner with the Electronic Healthcare Network Accreditation Commission. Jim is a graduate of the University of Connecticut School of Engineering and was a commissioned officer in the U.S. Army.
Doug Downey, Assistant Vice President - Treasury for HCA Inc., has been employed by the company since August of 1995. Prior to joining HCA, Mr. Downey spent 16 years in the banking profession. The last eight years in banking were comprised of developing and managing large corporate electronic payment products, selling a wide variety of cash management products/services and managing a treasury management sales division.
As Assistant Vice President - Treasury for the nation's largest healthcare provider, Mr. Downey is responsible for daily cash operations, bank relationship management and strategic planning for HCA's cash management system. Mr. Downey is a member of the Association for Financial Professionals on a national and local level and is recognized as a Certified Treasury Professional (CTP). He is also a graduate of the Tennessee School of Banking – Vanderbilt University and the School for Bank Administration – University of Wisconsin.
Mr. Downey has served on advisory boards for SunTrust Bank, The Northern Trust Bank and Wachovia Bank as well as the AFP Government Relations Committee. He is a past member and chairman of the AFP Payments Advisory Group. Mr. Downey also served as President of the local Nashville AFP chapter.
David Duvall is First Vice President, Product Manager at SunTrust Bank
responsible for the development and rollout of healthcare revenue cycle
management solutions within their Treasury and Payments Solutions group.
David has over 34 years of experience working for commercial banks in both
operations and product development capacities. This included serving as
Director of Commercial Product Development and Marketing for The South
Financial Company (now part of TD Bank) headquartered in Greenville South
Carolina. Most recently David worked for VSoft Corporation as a Senior
He holds a Bachelors of Science degree in Finance from the University of Baltimore, in Baltimore Maryland.
Stuart Hanson currently leads the healthcare provider solutions activities for Citi's Enterprise Payments business unit, which leverages the bank's industry-leading wholesale and retail payment capabilities across regions and organizations globally as well as the bank's global expertise in the healthcare sector. In this role, Stuart works closely with healthcare clients involved in development and adoption of Citi's innovative business-to-consumer and consumer-to-business healthcare payment solutions.
Prior to joining Citi, Stuart managed the healthcare line of business at Fifth Third Bank, a leading super regional financial institution with respect to the convergence of healthcare and banking. There he was responsible for overall healthcare line of business product strategy, profitability, growth, and strategic product & business development opportunities.
He is very involved in numerous governmental and industry initiatives supporting the achievement of Administrative Simplification under HIPAA and subsequent legislation, including the Patient Protection and Affordable Care Act of 2010 (aka "Healthcare Reform"). Related to these efforts, in 2011, Stuart served as Co-Chair, CAQH / CORE's Workgroup on EFT & ERA Operating Rules, and speaks frequently on the topic of healthcare payments.
With his background in medical banking at multiple financial services organizations, Stuart brings a wealth of deep healthcare revenue cycle and healthcare IT expertise to bear in working to develop and deploy new innovative payment capabilities in the healthcare industry. His background helps his firm position itself as an industry-leader amongst financial institutions with respect to compliance with the evolving regulatory landscape impacting the management of healthcare-related financial transactions, including HIPAA, ARRA, Healthcare Reform, and HITECH legislation.
Hanson is a recognized industry expert and frequent writer and speaker in the healthcare and medical banking arenas. He often speaks at national and regional industry conferences on a variety of topics including the role of banks in healthcare reform, rise of consumer directed healthcare, emerging healthcare treasury solutions, as well as industry standards and regulatory updates. His background includes game changing payment product innovations, product strategy, development and management in the areas of medical banking as well as supply chain finance in multiple banking organizations, including formerly at Fifth Third Bank, JPMorgan Chase, and Bank One Corporation.
Stuart holds an M.B.A. in Finance from the University of Chicago, Booth School of Business and a Bachelor's degree in Finance from the University of Illinois. He, his wife, and their four children currently live in the suburbs of Chicago.
Ms. Holland currently is the Senior Director of Healthcare & Industry Verticals for NACHA. As Senior Director, she leads NACHA's healthcare payments program and works on other payments and remittance information and standards projects. Previously at NACHA Ms. Holland led NACHA's international programs. She has more than 20 years of experience in cash management, project management and product development. Prior to joining NACHA in 1996, Ms. Holland was a Vice President and Senior Product Manager for First Interstate Bank. She is an Accredited ACH Professional (AAP) and a permanent Certified Cash Manager (CCM).
June has 28 years of Treasury Services product management and customer
service experience. Since 2005, she has helped lead Wells Fargo's solutions
development for the healthcare industry. Currently she is responsible for
Wells Fargo's Revenue Cycle Management - Claims Payment Solution for
Commercial/Government Insurance Payments product strategy and Supplier
Payment Solution, a healthcare provider supply chain management payables
June is a frequent presenter and author on the convergence of healthcare and banking.
Currently she serves as the co-chair of HIMSS/Medical Banking and Financial Systems, Business Edge Task Force committee. She served as Chair of the HIMSS/Medical Banking and Finance Systems Steering Committee from July 2011 through June 2012. She was awarded the Evelyn Casillas Award in February 2012 by HIMSS as recognition of her industry leadership in healthcare financial services.
June holds both graduate and undergraduate degrees from the University of North Florida in Jacksonville, FL.
Dan Johnson is Executive Vice President of Healthcare Strategy of Experian Healthcare where he is responsible for the strategic vision and growth strategy, including mergers and acquisitions, for Experian's healthcare business line. He joined Experian with the acquisition of SearchAmerica® in 2008, bringing more than 20 years of experience in the healthcare transaction services and telecommunications industries to his role.
Prior to Experian, Johnson led SearchAmerica, the industry leader in providing hospitals and healthcare providers data, scoring, and analytical software products and services to assist with making critical financial decisions. Prior to SearchAmerica, Johnson founded the healthcare technology company MedServe Link Incorporated.
Johnson holds a bachelor's degree in business administration from the University of Minnesota.
Charyl Kavner is a Vice President and Senior Healthcare Product Strategy Manager for Fifth Third Bank. She is responsible for developing, executing and launching Treasury Management healthcare products that help providers better manage their revenue cycle. Charyl has over 20 years experience working in the healthcare industry that includes developing products for: health plans, bank card payment networks and financial institutions. Charyl earned a Master of Arts and Education degree from Washington University and a Bachelor of Arts and Education from Arizona State University. She currently resides in Chicago, IL.
Scott Leitz was named interim CEO of MNsure, Minnesota's state-based health insurance exchange, on December 18, 2013. In this role, he is responsible for providing strategic vision and operational direction as Minnesota moves forward in implementing a state-based exchange.
Prior to his role at MNsure, he served as assistant commissioner of Health Care at the Minnesota Department of Human Services (DHS). In that role, he had responsibility for overseeing and managing all aspects of the state's Medicaid program. His time at DHS was focused on reforming Medicaid's contracting and procurement processes, implementing accountable payment and health care delivery models in Medicaid, and implementing the Affordable Care Act.
Leitz has over 17 years experience in the health care and public health fields. He was director of public policy for Children's Hospitals and Clinics of Minnesota, and also held several positions at the Minnesota Department of Health over the course of his career, including serving as Assistant Commissioner where he oversaw the development, passage, and implementation of Minnesota's landmark 2008 health reform act.
Scott has a bachelor's degree in economics and mathematics from the University of Wisconsin-Eau Claire and a master's in public affairs from the University of Minnesota's Humphrey Institute of Public affairs.
JOHNS HOPKINS HEALTH SYSTEM
Charlie Myers is Director of Operations, Special Programs and Support for the Johns Hopkins Health System. In that role, he has Accounts Receivable responsibility for the psychiatry, substance abuse, and long term care services of JHHS. Charlie is also responsible for the revenue control, cash applications, and customer service functions for 5 of the Hopkins hospitals.
Charlie's previous experiences include positions in hospital, independent laboratory and physician business offices. On the other side of the ledger, he served as Utilization Review Manager at Blue Shield of Maryland, earlier in his career.
In addition to his duties at JHHS, Charlie is the Nominations and Elections Chair for the American Association of Healthcare Administrative Management, (AAHAM) and he is Co-chair of the WEDI Sub-workgroup for the 835 transaction. Recently, Charlie was asked by the AAHAM to be their representative to the WEDI Board of Directors. Charlie agreed and was elected to the WEDI Board.
He is married and has four children. His hobbies include music and sports.
Mike Olson, is the Senior Product Manager for Fifth Third Banks Healthcare Services in addition to their Wholesale and Retail Lockboxes. His current responsibilities include establishing and managing the strategic direction, product development, and oversight for these services. He has been with Fifth Third since 2002 and has spent his career there working with and helping to shape the banks receivables solutions including their RevLink payment platform. Mr. Olson also chairs the Remittance Mail Advisory Committee's work group on Operational Performance.
Michael is responsible for Account Management & charter for a structure that redefines the Patient Financial Experience for the largest Provider in Idaho. He has over 20 years' experience in customer management and patient experience working for firms such as Capital One and Hewlett-Packard.
Michael has held various roles across diverse organizations including customer management and insights for Capital One. At Hewlett-Packard, Michael was the Executive responsible for a $2B e-Commerce organization. Within HP, Michael managed Data & Analytics to drive user interface changes that drove significant improvements in performance.
These experiences have led Michael to St. Luke's Health System where he has been tasked with identifying and developing solutions that improve Patient Financial Experience from end to end. This is defined as pre-patient experience through each step of the clinical and non-clinical touch points.
Michael holds a BS in Marketing from the University of Tampa, MBA from Northwest Nazarene University and a dual PhD. in International Business & Decision Sciences from NOVA Southeastern University.
Anthony is Director of eHealth Business Operations for Kaiser Permanente in Pasadena, California.
He has overall national responsibility for the facilitation and implementation of electronic data interchange of health care administrative transactions, code sets and identifiers in compliance with HIPAA Rules and Regulations. He must also ensure compliance with State regulations.
Anthony has 48 years of experience working in the health care administrative environment both in hospital administration and health plan claims processing environments. He has served in director capacity positions managing billing departments, emergency rooms, and admitting departments for three different hospitals, including one in a university setting. Before and after these assignments, he has worked in the claims environment with two Blue Cross Blue Shield plans with responsibility for claims examining functions and Micrographics.
Anthony has been successful with the recovery of millions of dollars in accounts receivable for these hospitals. He has also been responsible for streamlining claims processing functions resulting in significant reductions in costs for the respective health plans. These accomplishments were achieved largely by converting paper processes into electronic.
Anthony has been an active member of WEDI and ASC X12 for the last twenty three years and has served as Co-chair of the Enrollment and Patient Information (attachments) work groups. He served a Commissioner on the Electronic Health Networks Accreditation Committee (EHNAC) for ten years and has earned the Follmer Bronze Merit Award from the Healthcare Financial Management Association (HFMA.) He is a Certified HIPAA Professional and holds a Master’s Degree from New York University in Public Administration specializing in Health Policy, Planning and Administration. He has had articles published dealing with EDI subjects and has been a presenter and instructor at several industry meetings.
Alan Robinson has over thirty years of financial management experience with Intermountain Healthcare. He has worked as financial analyst, hospital CFO, and Strategic Planner. As CFO at Logan Regional Hospital his team reduced AR Days to 40 days and reduced bad debt expense by $1 million while lowering per unit cost. His facility has been progressive in implementing point of service collections while focusing on customer service experience. POS cash collections increased dramatically under his leadership.
His facility was also innovative in introducing a revenue integrity department. This has generated over $30 million in net savings in the Urban North Region the past five years.
Alan has an MBA, CPA, CGMA, and is a Fellow with Healthcare Financial Management Association and the American College of Healthcare Executives. Alan currently serves in a volunteer role as the Region Executive for HFMA's Region 10, comprising seven states.
Rocky Shook is the Market Research and Insights Manager at Blue Cross Blue
Shield of MN (BCBSMN). Rocky's primary responsibility is to lead all primary
and secondary research at BCBSMN. He has recently completed several
strategic studies with Minnesota consumers to better understand how these
consumers perceive the changing market place and are making healthcare
Rocky is a highly analytical market research "problem solver" and consultant with deep experience in global marketing research, brand research and strategy. He has a strong desire to solve client business challenges through innovation and solid marketing research, combined with a passion for learning, has fueled a successful career consisting of both research supplier and client-side experience with multiple Fortune 100 companies.
Rocky has been with Blue Cross Blue Shield of Minnesota for nearly three years and has been instrumental in helping the company develop and implement strategic insights in all facets of research. Rocky holds a Doctorate Degree in Justice Studies from Arizona State University. He also holds a Master's in Applied Sociology and a Bachelor's in Psychology from Northern Arizona University.
Michael Trilli is a senior analyst with Aite Group, specializing in health
insurance and payments. He brings to Aite Group 15 years of experience in
product management, strategic partnerships, market research, and business
strategy in the financial services and payments industries.
Prior to joining Aite Group, Mr. Trilli was a director of product development and information management at American Express. In this capacity, he led the software development strategy and execution for point-of-sale products; he also consulted with stakeholders to deliver data and analysis, supporting wide-ranging global initiatives across compliance and product development. Prior to that, he was a director of product management at TSYS Acquiring Solutions, where he focused on revenue growth for proprietary and strategic partnership products, including healthcare, mobile, data security, and prepaid. He has also worked with American Express in various roles, including positions in project management for database marketing capabilities and corporate card operations, product development of customer experience tools and reporting, client consulting, and fraud risk management.
Mr. Trilli received his B.S. in Industrial Engineering from Purdue University and holds a M.B.A. from Arizona State University. He is a certified Six Sigma Green Belt.
Greg Wehrman is the owner and manager of Wehrman Healthcare Management Solutions LLC. Greg has over 28 years of experience in the Healthcare Billing and Consulting Industry. He is a nationally recognized expert in the specialty of Behavioral Health Billing and Practice Management.
WHMS is an active member company of the Healthcare Billing and Management Association (HBMA). The HBMA is the leading advocacy and educational association for third party medical billers. It is a non-profit, member-led trade association. Since its inception in 1993, the HBMA has continued to works with various healthcare stakeholders, and federal agencies in Washington, DC, to improve the business of medical billing and the practice of healthcare. For more information about HBMA, visit www.hbma.org.
Greg serves on HBMA's Commercial Payor Relations Committee. In this capacity, he serves as a liaison to Aetna for the HBMA. The HBMA and Aetna work together to address administrative simplification, and to seek collaborative solutions between the HBMA, its member companies and Aetna.
Greg was awarded the HBMA's "Thomas N. Hackett Memorial Award" in 2014. This award is presented to the volunteer member who shows continuing dedication to the purposes and goals of HBMA and influences the direction of HBMA with a commitment of purpose.
Brian began his career at Wells Fargo over fourteen years ago, working in Treasury Management the last nine years. In late 2013, Brian transitioned from a Treasury Management Ethnography Market Research Consultant focusing on the healthcare industry to a Healthcare Product Manager. He currently manages the Patient Payment Solution (PPS). PPS is a patient revenue cycle management solution for providers of healthcare services.
Brian is a native of the Bay Area and currently resides in San Francisco. He holds a B.S. in Computer Science with a Minor in Technology Management from the University of California, Davis. He has held the Certified Treasury Profession designation since 2008.
Greg joined Banner Health in 2006 as CFO at Banner Estrella Medical Center. With the acquisition of Sun Health, he was named CFO of Banner Boswell Medical Center in 2008. In 2009, Greg was promoted to his current role of Vice President and Chief Financial Officer of the Arizona West Region.
Prior to joining Banner Health, Greg was CFO at St. Luke's Medical Center, a for profit acute care facility in Phoenix from 2003 to 2006 and Vice President of Finance for Oconomowoc Memorial Hospital, a non-profit acute care hospital in Oconomowoc, Wisconsin from 1987 to 2003. He was controller at Beaver Dam Community Hospitals, Beaver Dam, Wisconsin from 1983 to 1987 and an auditor for a regional CPA firm in Madison, Wisconsin from 1979 to 1983.
Greg received his BBA in accounting and his MBA in finance from the University of Wisconsin – Whitewater in 1979 and 1989 respectively. He is a CPA, American College of Healthcare Executives Fellow (FACHE), a Muncie Gold Merit Award recipient from Healthcare Financial Management Association (HFMA) and is certified in Healthcare Compliance (CHC).
Linda Zang, CCM, is the assistant treasurer at the University of Pittsburgh Medical Center, where her responsibilities include cash forecasting, payment posting, cash accounting, and banking operations for UPMC's 140 subsidiaries. She has 30 years of experience in the treasury field, involving retailing, banking and healthcare. She has been past president of the Pittsburgh Association for Financial Professionals.
She received her B.S. from Georgetown University and M.B.A. from Golden Gate University, San Francisco. Ms. Zang has won several national awards for treasury technology, including the Pinacle Award from the Association of Financial Professionals, and the Alexander Hamilton Award from Treasury & Risk magazine.