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Charlie Baker Executive in Residence, General Catalyst Partners
Charlie Baker has spent the past twenty years serving in senior leadership positions in the public and private sectors. In the 1990s, he served as Secretary of Health and Human Services and Secretary of Administration and Finance under Massachusetts Governors Bill Weld and Paul Cellucci. He led the charge on Medicaid reform, welfare reform, pension reform, county government reform, regulatory reform, and a host of other change initiatives. Governor Weld referred to him on several occasions as the "heart and soul of the Weld Administration" and he received the National Governor's Association Distinguished Service Award in 1998.
He left state government to become the CEO of Harvard Vanguard Medical Associates in 1998, but was recruited shortly after that by the Board of its parent company, Harvard Pilgrim Health Care, to repair the health plan's sagging financial performance. In 1999, HPHC lost $225 MM and was placed into state receivership. Under Baker's leadership, HPHC emerged from receivership in 2000, and posted ten years of positive financial results. It was also selected by US News and World Report as the #1 health plan in the country for member satisfaction and clinical effectiveness for six years in a row, and was chosen by the Boston Business Journal as a "Best Place To Work" in Boston for seven years in a row.
Baker left HPHC in the summer of 2009 to seek the Republican nomination for Governor of Massachusetts. He secured the nomination, but lost in a four way race in the general election to incumbent Democrat Deval Patrick. Baker currently serves as an Executive In Residence at General Catalyst Partners, a Cambridge-based venture capital firm, providing guidance and expertise to small and mid-sized health care companies. He also serves on the boards of two health care companies – HealthView Services and Medventive – is a board member of the Tremont Credit Union, and is an Independent Trustee of the Natixis family of Mutual Funds.
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Dr. Donald Berwick Former Administrator, Centers for Medicare and Medicaid Services, and Former President and CEO, Institute for Healthcare Improvement
Don Berwick is the United States' leading advocate for high-quality healthcare. He has just stepped down as the Administrator of the Centers for Medicare and Medicaid Services. For 22 years prior, he was the founding CEO of the Institute for Healthcare Improvement, a nonprofit dedicated to improving healthcare around the world. A pediatrician by background, he has also served on the faculty of the Harvard Medical School.
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Dr. Dana Safran, Sc.D. Senior Vice President Performance Measurement & Improvement, Blue Cross Blue Shield of Massachusetts
Associate Professor of Medicine, Tufts University School of Medicine
Dana Gelb Safran is Senior Vice President for Performance Measurement and Improvement at Blue Cross Blue Shield of Massachusetts (BCBSMA). In this role, she leads the company's initiatives to measure and improve healthcare quality, safety and outcomes. Dr. Safran also retains an active academic practice and is Associate Professor of Medicine at Tufts University School of Medicine. Prior to joining BCBSMA, she was Director of The Health Institute at Tufts Medical Center. Dr. Safran was among the lead developers of the BCBSMA Alternative Quality Contract (AQC), a provider contract model that employs a global budget together with robust performance incentives to improve quality while significantly reducing spending growth.
Dr. Safran's advisory roles include work with the Office of the National Coordinator (ONC), the American Board of Internal Medicine (ABIM), and the American Medical Association's Physician Consortium for Performance Improvement (PCPI). She co-chairs the Patient-Centered Primary Care Collaborative's (PCPCC) Center for Accountable Care and the Massachusetts Expert Panel on Performance Measurement.
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Alan Trefler Founder and CEO, Pegasystems
Alan Trefler is the Founder and Chief Executive Officer of Pegasystems. He also serves as Chairman of the Pegasystems Board of Directors.
Alan was named The American Business Award's "Software CEO of the Year" for 2009. He has frequently presented to international audiences, written for major publications, and consulted extensively in the use of advanced technologies and work automation. Alan has been profiled in national print and broadcast media including Fox Business News, Fortune Magazine, Inc. Magazine, Forbes, The Boston Globe, The New York Times, Bloomberg Television, Barron's, Reuters, and Investor's Business Daily; and named the inventor of 5 issued US patents and several US and international patent applications for Pegasystems' distinctive Inherited Rule-Based Architecture, which provides the framework for Pegasystems' rules-based Business Process Management (BPM) solutions.
Alan's interest in computers originates from collegiate involvement in tournament chess, where he achieved a Master rating and was co-champion of the 1975 World Open Chess Championship. Alan holds a degree with distinction in Economics and Computer Science from Dartmouth College.
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Speakers
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Carl Ascenzo Vice President, Global Healthcare Solutions, Virtusa
Carl Ascenzo has over twenty years' experience as a senior leader in information technology, with the ability to quickly diagnose, plan and execute for dramatic improvement. Carl Ascenzo is an expert in the healthcare industry, where he has managed some of the largest and most complex technology organizations. He has consulted widely in the insurance, healthcare, and services sectors.
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Patricia (Trish) Birch Vice President and Healthcare Consulting Practice Leader, Cognizant
Patricia (Trish) Birch leads Cognizant's Healthcare consulting practice serving providers, payers, pharmacy benefit managers, public sector organizations, and health and wellness companies. She has over 25 years of experience in healthcare operations and management consulting, including 7 years as a C- level operations and information technology executive, 8 years as a consulting managing partner, 7 years as a member of the board of trustees for a large healthcare system; and years of hands on experience managing and executing complex business and IT programs and has served multiple clients across the industry, including clients in Europe and China. Trish is also a published author and speaker on issues facing the healthcare industry.
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Susan Carr Editor and Associate Publisher, Patient Safety & Quality Healthcare
Susan Carr is editor and associate publisher of Patient Safety & Quality Healthcare (www.psqh.com), a bi-monthly publication and website she developed with Lionheart Publishing in 2004. PSQH covers a wide range of topics in safety and quality improvement through articles written by industry experts and healthcare professionals. The publication’s sponsors include the National Patient Safety Foundation, the Institute for Safe Medication Practices, ABQAURP, Consumers Advancing Patient Safety, and the American Society of Medication Safety Officers.
Susan also produces a peer-reviewed journal and quarterly newsletter for the Association of Educators in Imaging and Radiological Sciences (AEIRS) and works with other healthcare organizations as a freelance editor and writer on independent projects. She serves on advisory boards for the American Physical Therapy Association of Massachusetts and the Society to Improve Diagnosis in Medicine.
Susan’s interests include the use of social media to improve patient safety and efforts to engage patients as active partners in care. She has spoken to healthcare audiences and published about the use of social media in healthcare and is a charter member of the Society for Participatory Medicine.
Susan lives and works in Concord, Massachusetts.
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Sameh Ebeid Vice President, Application Development, Alere Health
Mr. Ebeid oversees the team developing Alere's Omni-channel Care Management platform. He has 22 years of experience building large systems with the last 14 years dedicated to building three major Care Management Platforms. His expertise is in building rule-based highly configurable systems. Currently Mr. Ebeid manages the team building Alere's Portal, Mobile and Call Center Care management system Apollo.
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Joanne Galimi Managing Partner, Gartner, Inc.
Ms. Galimi is a Managing Partner with Gartner Consulting. Joanne has more than 30 years of healthcare experience providing direct, on-demand IT and business analysis and advice to health insurance IT and business executives relating to IT, software systems, vendor assessments and operational processes. Recent engagements with healthcare payers at Gartner consulting include the following:
- CRM strategy and roadmap
- Core administrative system selection; care management vendor evaluation
- Mobile strategy and roadmap; IT risk assessment
- Go to market assessment; competitive analysis
Ms. Galimi was part of Gartner’s research organization for 12 years advising healthcare payer IT and business executives (CIO, CFO, CEO, CMO) on business trends, processes, applications and emerging technologies. Healthcare payer areas of research include: business intelligence, business process management, customer relationship management, business process outsourcing, care management, IT budgets and IT staffing.
Prior to joining Gartner, Ms. Galimi was a Strategic Planning Executive at Harvard Pilgrim Health Care. Ms. Galimi completed a number of projects including; IT systems plans for 14 health centers, managed the implementation of the Epic suite of projects within the 14 health centers, facilitated and developed new IT service level agreements between the health centers and Harvard Pilgrim Health Care’s IT departments.
Previously, Joanne was a consultant for Ernst & Young. Representative engagements include:
- IT strategic plans for CIOs of large healthcare payers within the US,
- System selection projects for health insurance organizations looking for core administrative systems,
- Business process reengineering for healthcare payers, hospitals and physician practices, and
- IT risk assessment to reduce IT and improve business value
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Adam Hjerpe Vice President, Enterprise Operations, UnitedHealth Group
Adam Hjerpe is Vice President, Enterprise Operations for UnitedHealth Group, the group coordinates enterprise-level process management to the rapidly growing UnitedHealthcare and Optum business segments. As such, his role is to collaborate across UnitedHealth Group to align the portfolio of Business Process Management (BPM) projects throughout the enterprise. Simply put, BPM focuses on using well-defined and monitored processes to serve our customers more effectively. In addition to championing our BPM strategy, Adam will also help drive strategic programs across UnitedHealth Group focused on cost containment, service improvement, and value delivery.
He joined UnitedHealth Group in 2004 as Senior Director, Program Management Office/Six Sigma Quality at OptumHealth. He joined the Enterprise Operations team in October 2012 after five years as Vice President, Operations in the UnitedHealthcare Medicare & Retirement division. He is also a passionate ambassador for Our United Culture movement across UnitedHealth Group.
Adam's career includes a decade of work at General Electric, where he worked his way from call-center representative to Vice President, Operations for Asset Remarketing. In the interim, he founded and served as President for the Strategic Solutions Exchange Group, a Six Sigma consulting firm. During the course of his professional career, Adam has gained experience in operations, shared service / supply chain management, program management, Six Sigma quality, e-Commerce, business development, and client service.
Adam earned his bachelor's degree from the University of Minnesota, following his graduation from the GE Management Training Program in 1998. Most recently, he completed the Executive Development Program at the Wharton School of Business of the University of Pennsylvania and UnitedHealth Group General Manager Development program.
In his spare time, Hjerpe (pronounced Jurpy) serves as a the head coach for a Special Olympics delegation and board member for Fraser Community Services, the professional consulting practice at the Carlson School of Management, University of Minnesota, and is an avid Polar Bear Plunger and youth sports coach.
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Paul E. Jones, PMP Business Systems Architect, Operations & IT Strategy, United Concordia Dental
Paul E. Jones is UCD's Business Systems Architect in Operations & IT Strategy. Paul is responsible for Enterprise Transformation, focusing on Business Process Management and Legacy Modernization. Previously, Paul was UCD's eBusiness Project Director, focusing on on-line self-service improvements. Paul joined United Concordia Dental as a Six Sigma Black Belt, where he has led several large scale, cross-functional projects.
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Wayne Marshall Vice President, Capgemini
Wayne Marshall is a Vice President and leads the Health Payer portfolio in Capgemini's Financial Services Global Business Unit. For over 15 years, Wayne has worked with a variety of payer organizations including large national carriers, regional plans, provider-owned health plans, third party administrators, individual medical providers, and state agencies. His expertise includes systems-enabled business transformation, operations improvement, organizational change management, large program governance and leadership, and systems planning.
Wayne has successfully led and delivered projects on transformation, legacy modernization, business process, strategy, and technology and system integration for health payers. His proven expertise is focused on core payer operations and systems including claims, membership, customer service and provider management. Wayne is a certified Project Management Professional with the Project Management Institute and his competencies include health care payer operations and strategy, solution development, program and project management, business solution architecture, software development lifecycle and modernization methodologies, process engineering, and resource management.
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Srinivas Malyala Practice Director, Computer Science Corporation
Srinivas is a Pega Practice Director with Computer Science Corporation (CSC). He is a seasoned information technology professional with over 20 years of experience delivering innovative technology solutions through best practice design, and architecture focused around producing true ROI.
He has a proven expertise establishing Pega competency teams from ground-up in Healthcare, and Insurance domains to support $65 million - $359 million client engagements. Srinivas has been instrumental in building global Pega Center of Excellence team at CSC to support customers in US and overseas.
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Eric Newmark Program Director, Business Systems Strategies, IDC Health Insights
Eric Newmark is a program director for IDC Health Insights, where he directs the Business Systems Strategies program. In this position, he provides research-based advisory and consulting services, as well as market analysis on key topics within the commercial life science industry. Mr. Newmark's research expertise includes sales and marketing, channel management, and supply chain related technologies and emerging market trends.
Mr. Newmark regularly contributes to the life sciences blog in the IDC Health Insights Community.
Mr. Newmark joined IDC from AMR Research, where he held the position of senior research analyst focusing on Supply Chain and Customer Management Applications, including CRM, Price Management, Web Self-Service and RFID. Prior to AMR, he held positions in application development, technical project management, and operations management at Siebel Systems Inc., Onlink Technologies and Easyware Software.
Mr. Newmark is a widely recognized thought leader, quoted by such media outlets as Investor's Business Daily, CIO Insight, Supply & Demand Chain Executive, RFID Journal and Bio-IT World, and is a frequent contributor to Pharmaceutical Commerce. Mr. Newmark holds a BS in MIS and Finance from Babson College, as well as an MBA from the Boston University School of Management, with a certification in Strategic Business Analysis.
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Leon Sabarsky Manager, Claims Optimization Program, Blue Cross Blue Shield North Carolina
Leon is an Agile evangelist in the Raleigh/Durham area, working at Blue Cross Blue Shield North Carolina since 1997.
The University of South Florida graduate has over 20 years of management and project management experience, with the past five years focusing on Agile/Scrum adoption and delivery.
He was instrumental in the introduction of the first Agile/Scrum team at BCBSNC in 2008, where his team delivered a 300% ROI, leveraging Pega PRPC for Claims Automation.
Currently, his Claims Optimization Program team is automating over 1 million claims annually utilizing Pega PRPC, with a $3 million dollar annual administrative cost savings.
He has a bunch of acronyms after his name.
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Theodore Sak Sr. Director, Solutions, Telerx
Mr. Sak oversees Telerx’s Solution and Technology Development groups. He is a seasoned technology leader with over 25 years of experience in software design, solution and service development, and delivering innovative enterprise-wide implementations. He has worked with mid-size and large organizations implementing leading-edge technologies that help increase productivity and revenue growth, as well as implementing and executing on their strategic technology roadmaps.
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Jean-Pierre Stephan Management Consulting Lead, Accenture Health CRM
Jean-Pierre Stephan is Accenture’s Management Consulting Lead for the Health Customer Relationship Management (CRM) Practice. He specializes in helping health insurers acquire, retain, and engage consumers by transforming their multi-channel customer experience and front-office operations
—product, marketing, sales, and service. Stephan has worked with Retail, Consumer Packaged Goods, Financial Services, and Telecommunications industry groups to apply cross-industry customer-centricity practices in health. His experiences include 15 years of consulting with Accenture, spanning various strategic, management, and solution delivery roles.
Stephan has helped clients in the areas of Consumerism and Retail Marketing, On-line Consumer Tools, and Consumer-Directed Health Products:
- In Consumerism and Retail Marketing, Stephan has developed multi-year consumer-centric strategies for health insurance organizations and has led large programs to implement core CRM capabilities. These capabilities have included consumer experience, marketing analytics and consumer segmentation, direct marketing, service transformation, and data management.
- He has helped insurers develop strategies and partnerships to equip consumers with information to make more informed decisions. These experiences have included consumer transparency, consumer / provider connectivity, and on-line consumer tool strategies for standard-setting organizations within the health insurance industry.
- Stephan has helped insurers develop strategies and implement solutions required to meet the rising consumer and employer demand for highdeductible health plans, personal health care spending accounts such as Health Savings Accounts (HSAs), and innovative healthcare card solutions.
Stephan serves on Accenture’s Corporate Citizenship Health Leadership Team. He is an active member of the Children’s Tumor Foundation, the Patient
Navigation Institute, and a board member of the Pittsburgh Big Brothers Big Sisters organization.
He holds a bachelor’s degree in marketing and international business from The Ohio State University.
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Sue Tyler Executive Vice President and Chief Experience Officer (CXO), Medical Mutual
Sue Tyler is Executive Vice President and Chief Experience Officer (CXO) for Medical Mutual. Sue also provides executive leadership to the growing life insurance group of Consumers Life Insurance Company. Prior to her appointment as CXO in 2009, Ms. Tyler served as Chief Financial Officer and Treasurer of Medical Mutual and its subsidiaries.
In Sue's role as CXO, she is responsible for the Customer Experience for the entire Medical Mutual Family of Companies. Her functional responsibilities include claims & customer service, financial administration, membership and benefit services, as well as third-party administration.
Ms. Tyler joined the Company in February 2002, with extensive experience in insurance. After beginning her career in public accounting with Price Waterhouse, Ms. Tyler entered the insurance industry as a Finance Manager with Progressive Insurance. In nearly 10 years with Progressive, she held a variety of management positions including Division Controller and Auto Product Manager. As Senior Vice President of Marketing for a start-up division of another property and casualty company, she built a large multi-state auto insurance business. She ultimately served as Division President of that business. Her start-up experience also includes her efforts as founder and CEO of an independent insurance services organization
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Tina M. Whitfield Vice President NCC Solutions and Support, Amerigroup
Tina is currently responsible for various support functions of Amerigroup’s member and provider services. These functions include workforce management, vendor management, process improvement, systems support, project management/coordination, data analytics, knowledge management, and new market implementations. The NCC Solutions and Support department supports both Medicaid and Medicare call centers that include a total of almost 800 agents. Tina has been with Amerigroup for just over 4 years. For the previous 10 years, Tina worked for Accenture, a global management consulting, technology services and outsourcing company. Tina worked as part of the customer relationship management specialty group and helped to implement technology and standard operating models to call centers across the country and across industries.
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