Twitter Linkedin


Marcy Baker, Director Electronic Remittance and Payments, Aetna

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.

Healthcare Payments Innovations
John Barkett, Director of Policy Affairs, Exchange Solutions, Towers Watson

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.

Healthcare Payments Innovations
Lee Barrett, Executive Director, EHNAC

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).

Healthcare Payments Innovations
Wendy Bavan, Director, Provider Relations & Communications, Blue Shield of California

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 of business.

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).

Healthcare Payments Innovations
Ann Brisk, Business Development, CAQH

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

Healthcare Payments Innovations
Kristin Conley, Vice President, Customer Lifecycle Management, Health Care Service Corporation (Operates as BlueCross Blue Shield of IL, MT, NM, OK and TX)

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 Daley, Chair, Board of Directors, WEDI (BlueCross BlueShield of South Carolina)

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, VP, Treasury Services, HCA, Inc.

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, Vice President, Product Manager, Treasury & Payment Solutions, SunTrust Bank

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 Solutions Engineer.

He holds a Bachelors of Science degree in Finance from the University of Baltimore, in Baltimore Maryland.

Healthcare Payments Innovations
Jay Eisenstock, National Head, Provider eSolutions at Aetna

Jay Eisenstock has close to 30 years of management and technology consulting experience along with significant health insurance industry knowledge. He currently heads provider eSolutions at Aetna where his responsibilities include the innovation and deployment of administrative, clinical and financial interactions between Aetna and the provider community. In previous roles at Aetna, Mr. Eisenstock led the company's efforts to achieve HIPAA compliance for electronic transactions.

Prior to joining Aetna, Mr. Eisenstock was vice president of the web development and business intelligence line of business for a technology consulting firm. He also held various leadership and technical positions with Electronic Data Systems Corporation (EDS). He is the current chair of the CAQH Committee on Operating Rules for Information Exchange (CORE) Joint Certification/Enforcement and Testing Subgroup, serves the Workgroup for Electronic Data Interchange (WEDI) as a director, and the Electronic Health Network Accreditation Commission (EHNAC) as a commissioner. He was selected by the Certification Commission for Healthcare Information Technology (CCHIT) to be one of twenty participants in its Health Information Exchange Work Group. Mr. Eisenstock was honored with the Workgroup for Electronic Data Interchange (WEDI) Leadership in Technology award and was a finalist for Aetna's highest employee recognition award. He was also recognized as one of 11 top executives and thought leaders in the healthcare IT industry by eMids Technologies and Healthcare Payer News. Mr. Eisenstock earned a master's degree in business administration from the University of Massachusetts.

Healthcare Payments Innovations
Paolo Foggini, Senior Account Executive, Healthcare/Insurance, Visa Inc.

Paolo Foggini is a Senior Account Executive responsible for Vertical Sales, with a current focus on Healthcare/Insurance in Visa Inc.’s Specialized Sales group. In this capacity, he is responsible for growing the penetration of Visa’s Commercial Card products.

Paolo joined Visa nine years ago as part of Visa International’s Commercial Solutions Product team, responsible for developing non-card B2B strategy. He was instrumental in executing the company’s Financial Supply Chain Management objectives. From 2002 until joining Visa, Paolo managed Business Development for a Canadian e-commerce company. Prior to that role, he held various international positions within the Corporate Banking and Global Treasury Divisions of a Global financial institution.


Bill Fox, JD, MA, SVP Payment Strategy, Emdeon

Dynamic, nationally recognized healthcare payments, strategy and analytics business and thought leader. A former State and Federal prosecutor, law firm partner, executive consultant and business executive, Mr. Fox has established a reputation as a leading authority on issues related to healthcare analytics, financial systems, payment integrity, data security, compliance, strategy and risk. He is a business leader who's broad experience and energy make him adept at working across complex organizations to develop creative solutions for customers, both commercial and government. His unique combination of legal, regulatory, consulting and business management experience brings proven value to solution development, risk control strategy and business development effectiveness.

As SVP of Payments Strategy at Emdeon Mr. Fox leads payments strategy, concentrating on solution and product development, business development and organic growth. As a Principal at Booz Allen, Mr. Fox lead the development of commercial health care market strategy, solution development and business development. He has worked directly with the C- Suites of large hospital systems, the largest commercial payers, healthcare business intelligence organizations and CMS. Mr. Fox also lead the development of the commercial healthcare businesses at LexisNexis and Maximus.

Through leadership, including board of director roles, on key national healthcare associations - HIMSS, NHCAA, MIFA– Mr. Fox is recognized as a national thought leader, speaker and author on payments, integrity, risk, analytics, and compliance solutions and strategies. Recently appointed to Health Business Solutions task force and Business Edge Editorial Board at HIMSS and the Board of Directors of the Medical Identity Fraud association.

As a State and Federal Prosecutor and law firm partner litigated and prosecuted hundreds of criminal and civil fraud cases: healthcare and property and casualty fraud, identity theft, cyber crime, internet fraud, investment scams, counterfeiting, and diverse corporate fraud and white collar crime.

Healthcare Payments Innovations
Bill Gaynor, Senior Vice President of Strategic Corporate Development and Partnerships, SpendWell Health

With more than 17 years of B2B and B2C healthcare, public sector and financial services enterprise software and systems integration experience, Bill has senior leadership experience in strategy, sales, marketing and product management. In his current position as Senior Vice President of Strategic Corporate Development and Partnerships at SpendWell Health, a Cambia Health Solutions wholly owned subsidiary, Bill is responsible for the launch (JAN 2015) and market adoption of a new and innovative online healthcare retail marketplace.

Bill's healthcare payment solution, eCommerce, and financial industry experience is derived from leadership positions with PaySpan, McKesson / RelayHealth, J.P. Morgan Chase, First Data and Oracle. Bill has extensive experience working with all payment industry stakeholders (card brands / networks, issuers, merchants, payment processors, VARs, POS vendors, acquirers) throughout the payment lifecycle and value chain including Card Present, Card Not Present and ACH / EFT processing environments.

Bill holds a Bachelor of Arts in International Economics from American University in Washington, DC, and a Masters of Business Administration with concentration on eCommerce, Information Systems and Finance from Marymount University in Arlington, VA. Bill is a certified Six Sigma Black Belt for project and product management and is currently in the process of completing the AHIP Certified Healthcare Insurance Executive (CHIE) leadership program


Aaron Grandison, President, Medistreams

President and one of the founders of MediStreams, Aaron has helped lead MediStreams from a small start-up to a successful medical banking company with over 35 employees, 280+ provider sites and an enviable client list. He has over 18 years of experience in healthcare revenue cycle management and has worked with virtually all leading medical banking and remittance automation companies, either directly or as a consultant.

Prior to MediStreams, Aaron served Senior Vice President at Healthlogic and National Director of Sales at FisaCure. The success of these two companies during his tenure led to their acquisition by large financial institutions. His industry knowledge garnered from such experience is difficult to duplicate. He has an exceptional understanding of the healthcare claims revenue cycle, ERA delivery, presentment and reconciliation. In addition, Aaron has a successful track record in sales ranging from small medical providers to large healthcare BPO agreements with national payers and financial institutions.

In his current role as president, Aaron is leading a Payer Payments initiative.

Aaron holds a degree in American History from Columbia University.


Beth M. Griffin, Global Business Leader, Healthcare and Insurance, MasterCard

As Business Leader for Healthcare and Insurance, Beth drives MasterCard’s strategy to address the healthcare and insurance payment and data needs of the market and is responsible for thought leadership, product innovation and development. She collaborates with a team of leaders to support emerging market opportunities with a strong focus on the US Market with its many opportunities. The Institute of Healthcare Consumerism recognized Beth as a 2013 Healthcare Consumerism Superstar for Innovation for her focus on moving from healthcare to health, especially leveraging innovative wellness incentive solutions. Beth joined MasterCard in August of 2011.

Beth has over 25 years of experience in the financial services and healthcare payments space. Prior to joining MasterCard, Beth was the Business Leader for Card Strategy at OptumHealth Financial Services, where she spent several years in strategic development and management of several new payment and card solutions. Previous to OptumHealth, she spent almost 13 years at Metavante (now Fidelity Information Services) in a variety of product management and emerging business development roles, culminating in the development and launch of holding company’s commercial Health Savings Account solution. She spent the prior 12 years with Firstar (now US bank), holding a variety of management and emerging development roles.

Beth holds a B.A. in Communications from St. Norbert College. She currently is on the Board and/or actively engaged in numerous industry organizations to include the American Bankers Association (ABA) Health Savings Account (HSA) Council Board, Special Interest Group for IIAS Standards (SIGIS) Board, Employers Council on Flexible Compensation (ECFC) Board, America’s Health Insurance Plans (AHIP) and National Business Group on Health (NBGH).

Sheldon Hamburger, Principal, The Aristone Group

Sheldon Hamburger serves as Principal of The Aristone Group, a Raleigh, NC based healthcare consulting group. With focus on helping healthcare enterprise organizations address emerging trends, Aristone provides expertise in strategy, process, and technology.

With over 30 years of experience in developing and marketing healthcare technology products and services, Mr. Hamburger's career includes various "firsts" in medical and pharmaceutical financial processing systems including electronic claims and payment applications. His solutions have been adopted by some the country's largest companies and he continues to spearhead developments in healthcare technology applications.

Hamburger earned a bachelor's degree in Computer Engineering from the University of Michigan. His career includes service on numerous professional and nonprofit task forces and committees.

Stuart M. Hanson, Director, Healthcare Business Development, Citi Retail Services, Money2SM for Health

Stuart Hanson leads the healthcare business development strategy and activity for Citi Retail Services. This business unit recently launched Citi's innovative Money2SM for Health patient payment solution. In this role, Stuart works closely with healthcare clients involved in development and adoption of this award winning innovative platform.
Prior to joining Citi, Stuart managed the healthcare banking business at Fifth Third Bank, responsible for overall product strategy, profitability, growth, and business development opportunities. He held similar management positions at JPMorgan Chase, and Bank One Corporation

He is active 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"). Stuart currently serves as the chair the Healthcare Revenue Cycle Improvement Task Force for the Healthcare Information and Management Systems Society (HIMSS).In 2011, Stuart served as co-chair of CAQH / CORE's Workgroup on EFT & ERA Operating Rules, and speaks frequently on the topic of healthcare payments.

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.

Priscilla C. Holland, AAP, CCM, Senior Director, Healthcare Payments, NACHA, The Electronic Payments Association

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).

Healthcare Payments Innovations
Jay Ver Hulst, President, Pay-Plus® Solutions, Inc. (PPS) Fargo

Jay has over 38 years of experience managing multiple disciplines within the health benefit administration business. Jay began his career by founding an extremely successful Third Party Administration (TPA) firm in Iowa. After divesting the Iowa firm, he co-founded an Ohio TPA in 1981, whose success led to a merger with a larger TPA in 1991. Between 1991 and 2005, Jay founded or re-organized four additional healthcare organizations, including a regional Preferred Provider Organization (PPO), a benefits portal software company, a pharmacy benefit management firm (EBRx) and a medical management software platform. EBRx had a national presence in the Group Benefits and Workers' Compensation markets and Jay was instrumental in growing it into an $85M corporation where he served as President and lead systems architect. After the sale of the company Jay briefly retired, only to return to the industry to co-found Pay-Plus® Solutions, Inc.

Healthcare Payments Innovations
June St. John, CTP, Senior Vice President, Healthcare Product Manager, Wells Fargo

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 strategy.

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.

Healthcare Payments Innovations
Daniel Johnson, Executive Vice President Healthcare Strategies, Experian

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.

Healthcare Payments Innovations
Charyl Kavner, Vice President, Senior Healthcare Solutions Product Manager, Fifth Third Bank

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.

Healthcare Payments Innovations
Scott Leitz, CEO, MNsure

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.

Healthcare Payments Innovations
Dan Martinez, VP of Revenue Cycle, Southern California, St. Joseph Health

Dan Martinez is the VP of Revenue Cycle Southern California for St. Joseph Health, a Ministry of the Sisters of St. Joseph. Dan has over 20 years of healthcare management experience across the revenue cycle continuum. He currently has oversight of the Patient Access, HIM and PFS functions for the four St. Joseph Health Ministries in Southern California. Dan is a member of HFMA, a member of the California Hospital Association Payer Relations Committee and former Chairperson of the Hospital Association of Southern California Claims Adjudication Work Group. Dan has been an active provider in the POET program since 2008.

Patrick McDermott, SVP Revenue Services, Presence Health System

Charles J. Myers, Director of Operations for Special Programs and Support,

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, Vice President, Senior Product Manager, Fifth Third Bank

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 Rawdan, PhD., Director of Revenue Cycle & Patient Experience, St. Luke's Health System

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 J. Rizzi, M.P.A., Director, eHealth Business Operations, Kaiser Permanente

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 F. Robinson, Chief Financial Officer, Intermountain Logan Regional Hospital

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.

David R. Schinderle, Senior Vice President, Corporate Healthcare Division, U.S. Bank NA

Dave is one of U.S. Bank's overall client relationship managers. Dave joined U.S. Bank in 2009 and has overall relationship responsibility for supporting the Bank's large, not-for-profit healthcare clients in Texas, New Mexico, Arizona, California, Oregon, Washington, Alaska and Hawaii. Prior to joining U.S. Bank, Dave spent over 35 years in senior financial management and executive leadership positions in not-for-profit and for-profit hospitals, health systems, provider-based insurers and related ancillary businesses. Dave has been actively involved in healthcare EDI since 1989 and is a former co-chair of the 835 Electronic Remittance Advice work group for ANSI X12N and the Workgroup for Electronic Data Interchange (WEDI). Dave has held board positions on numerous company and professional organizations over the years. He was a commissioner for the Electronic Healthcare Network Accreditation Commission (EHNAC) from 1999 to 2009. He has been active in the Healthcare Financial Management Association since 1974.

Minneapolis-based U.S. Bancorp ("USB"), with $391 billion in assets as of September 30, 2014, is the parent company of U.S. Bank National Association, the 5th largest commercial bank in the United States. The company operates 3,177 banking offices in 25 states and 5,026 ATMs and provides a comprehensive line of banking, brokerage, insurance, investment, mortgage, trust, and payment services products to consumers, businesses and institutions. Visit U.S. Bancorp on the web at

Rocky Shook, Market Research & Insights Manager, Digital & Consumer Analytics, Digital Experience, Blue Cross and Blue Shield of Minnesota

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 purchase decisions.

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, Senior Analyst, Health Insurance and Payments Group, Aite Group

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.

Healthcare Payments Innovations
Greg Wehrman, Representative, HBMA; Owner and Manager, Wehrman Healthcare Management Solutions LLC

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

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.

Healthcare Payments Innovations
Brian Weinstein, CTP, AVP, Patient Payment Solution Product Manager, Wells Fargo Treasury Management

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.

Healthcare Payments Innovations
Gregory G. Wojtal, VP/CFO, Banner Health Network

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).

Healthcare Payments Innovations
Linda Zang, CCM, Assistant Treasurer, University of Pittsburgh Medical Center

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.

Healthcare Payments Innovations

Keep me inform


Healthcare Payments Innovations

Healthcare Payments Innovations

Healthcare Payments Innovations

Healthcare Payments Innovations


Healthcare Payments Innovations

Healthcare Payments Innovations

Healthcare Payments Innovations

Healthcare Payments Innovations