A variety of timely insight and education on topics that are important to you and your practice


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Choose your own adventure!

With multiple concurrent sessions to choose from, attendees are provided a variety of timely insight and education on topics that are important to you and the management of your practice.

The varied education and networking sessions are structured to meet the needs of healthcare executives, practice professionals, managers of all levels, physicians, nurses, and other business professionals. Attendance by administrator-physician teams, including mid-level managers, is highly encouraged to cover all the educational offerings on our agenda and to support one another in undertaking the challenges of today’s health care organizations.


CONCURRENT SESSIONS - Series 1, Thursday, May 21
 8:30 AM - 9:30 AM (1.0 CE hour) 
Choose from 3 options for a personalized educational experience

Session 1-01

Detecting Revenue Cycle Leaks Before They Drain Your Bottom Line
 
Session Description 
Is your revenue cycle under increased attack? Are your providers working harder and collecting less? Payers are increasingly using downcoding and other subtle tactics to reduce your revenue — often without practices realizing until it’s too late. Traditional canned reports can’t keep up. This session shows practice leaders how to build targeted emails, dashboards, and spreadsheets that help busy managers spot revenue leaks before they become financial floods. Attendees will explore practical strategies to track and respond to downcoding, denial trends, and other hidden threats to your practice’s finances. Through an interactive discussion and real-world examples from practices across the country, attendees will see how to identify, fix, and follow up on current challenges in revenue cycle management. They will leave with concrete ideas and tools to monitor the right indicators at the right time, and to respond proactively to today’s revenue cycle threats and opportunities.  
  • Analyze revenue cycle data sources to detect early indicators of leaks from downcoding, denials, underpayments, and other payer behaviors 
  • Organize dashboards, emails, and spreadsheets that surface key metrics in real time
  • Test new tracking and reporting approaches from real-world examples at other practice

 

Nate Moore, CPA, MBA, FACMPE speaks, consults, records, and writes about business intelligence in medical practices throughout the country.  Nate’s two books are MGMA best sellers.  Nate’s weekly BIG Ideas from the Business Intelligence Guy podcast has plenty of ideas to your practice better.  His consulting focuses on using SQL Server to mine and leverage medical practice data into actionable knowledge. 

 

Session 1-02

The Evolving Health Care Legal Landscape: Risks, Trends, and Leadership Priorities
 
Session Description
The health law regulatory environment continues to change rapidly. This health law update will cover major regulatory, enforcement, and reimbursement developments. The presentation will highlight intensified federal and state fraud‑and‑abuse enforcement, emerging liability risks (e.g., AI technologies), and continued financial pressures due to the evolving legal landscape.

 

Learning Objectives: By the end of this presentation, participants will be able to:

  • Identify key recent developments in health care laws, regulations, and reimbursement policies impacting provider and physician organizations, including federal and state enforcement trends.
  • Assess emerging legal and regulatory risks associated with new technologies, including artificial intelligence and digital health tools.
  • Evaluate how ongoing legal and policy changes may contribute to financial and operational pressures for medical practices operating in Washington and Oregon.
  •  

 

Andrew Schillinger is a health care attorney with Foster Garvey PC where he advises organizations across the health care landscape. His work spans hospital systems, physician groups, academic medicine networks, and a broad range of clinical therapy practices.

Andrew’s practice focuses on guiding health care organizations through complex regulatory, compliance, and transactional matters. He regularly advises on Medicare and Medicaid reimbursement, fraud and abuse laws, and enforcement issues involving the Anti‑Kickback Statute, False Claims Act, and the Physician Self‑Referral Law (Stark Law). He also counsel’s clients on EMTALA obligations, HIPAA and other privacy and security requirements, health care contracting, and graduate medical education programs.


Mikaela Louie assists health care facilities and providers with managing the regulatory environment, allowing them to focus on offering quality care and access to their patients and communities.

Mikaela’s practice is devoted to helping hospitals and health care providers on a wide range of matters, including regulatory compliance, health information privacy, data security, fraud and abuse, contracting, licensing, certificates of need, and governance. She also has experience representing health care providers at all levels of the Certificate of Need process, including related litigation.

Prior to joining Foster Garvey PC, Mikaela was a judicial extern for Justice Mary Yu of the Washington State Supreme Court. Before law school, she worked as a consultant and trainer for a variety of health care institutions from FQHCs to government health agencies and private hospital systems.

 

Session 1-03

Cybersecurity for Healthcare: Practical Protection for Today’s Digital Risks
 
Session Description
Cybersecurity can often feel overwhelming, overly technical, or disconnected from day-to-day healthcare operations. This session takes a different approach—focusing on what healthcare leaders actually need to know to protect their organizations, their teams, and their patients in an increasingly digital world.
 

Delivered by a former FBI agent with firsthand experience investigating real cybercrimes, this session brings clarity to a topic that is too often buried in jargon. Through compelling, real-world case examples, you’ll see exactly how cyberattacks happen, why healthcare organizations are prime targets, and where common vulnerabilities exist—often in places leaders don’t expect.

This session isn’t about firewalls and code—it’s about leadership, awareness, and smart decision-making. Walk away with the confidence to ask better questions, guide your team more effectively, and protect what matters most.

What You’ll Take Away:

  • A Clear View of Your Risk Landscape: Understand where healthcare organizations are most vulnerable—from employee behavior to remote work environments—and why attackers target them.

  • Real-World Lessons from FBI Cases: Learn how cybercriminals think, operate, and exploit gaps—so you can anticipate and prevent similar threats in your organization.

  • Leadership’s Role in Cybersecurity Culture: Discover how to influence staff awareness, accountability, and behavior to create a stronger first line of defense.

  • Response Readiness: Know what to do—and what not to do—if a cyber incident occurs, so you can act quickly, minimize damage, and support recovery.

 

FBI Special Agent (Ret.) - "FBI John",  John Iannarelli was an FBI Special Agent for more than 20 years, during which time he served as the FBI’s National Spokesperson, was a member of the FBI Cyber Division Executive staff, was on the FBI SWAT team, and was an Assistant Special Agent in Charge overseeing all Criminal, Cyber, and Counter Intelligence Investigations.

A frequent on-air law enforcement contributor for the national news media, John is an NSA Certified Speaking Professional (CSP®) who presents on safety and security topics in both the cyber and physical worlds.

He shares his extensive experience through intriguing storytelling and his unique sense of humor, ensuring audiences are informed and entertained. John has presented to Fortune 500 companies, domestic and international audiences, the United Nations, and even at the Vatican, where he met personally with Pope Francis, sharing his insights and recommendations.

 

CONCURRENT SESSIONS - Series 2, Thursday, May 21 
10:15 AM - 11:115 AM (1.0 CE hour)

Session 2-01

Platinum Sponsor Session: Employee Benefits – Trends and Recruitment 

Session Description
forthcoming...
 
 

 

 

Session 2-02

Vendor Oversight:  How to partner with your vendors and minimize potential gaps
 
Session Description
Healthcare organizations increasingly rely on third-party vendors to manage, process, and store protected health information (PHI). While outsourcing enhances operational efficiency, it also expands regulatory, security, and compliance risk. Recent OCR enforcement actions demonstrate that inadequate vendor oversight, weak security safeguards, and insufficient documentation remain leading causes of HIPAA violations.
 

This session examines OCR’s expectations for vendor governance, onsite audits, and Security Rule compliance through real enforcement examples and regulatory guidance. Participants will learn how to design defensible vendor oversight programs, integrate assurance frameworks (ISO, SOC 2, HITRUST), conduct effective onsite audits, and prepare for OCR investigations. The session emphasizes practical strategies for maintaining audit readiness, demonstrating “reasonable and appropriate” safeguards, and reducing organizational exposure.

Attendees will leave with actionable tools to strengthen vendor monitoring, improve compliance documentation, and ensure operational safeguards are functioning in practice.

 

Elizabeth A. Delahoussaye, RHIA, CHPS, Chief Privacy Officer, Sharecare brings nearly 30 years of healthcare experience to her role as Chief Privacy Officer at Sharecare. She has been recognized by Becker’s Hospital Review as one of the Women in Health IT to Watch and, in 2022, as one of the Women Power Players in Health IT. She is also an active leader in the industry, serving as President of the Tennessee Health Information Management Association (July 2024–June 2025) and currently as a member of AHIMA’s House of Delegates.

At Sharecare, Elizabeth oversees privacy practices across the enterprise, helping healthcare organizations and patients navigate today’s complex data landscape with confidence and trust

 

Session 2-03

Active Shooter Prevention and Preparaedness: From Awareness to Action: What Healthcare Leaders Need to Know Now
 
Session Description
Healthcare environments are built on trust, compassion, and accessibility—but those same qualities can also create unique vulnerabilities. This powerful, real-world session moves beyond headlines to equip healthcare leaders with the insight and practical strategies needed to protect their teams, patients, and facilities in the face of an active shooter threat.

Led by a seasoned former FBI agent and law enforcement professional with firsthand experience responding to multiple high-profile mass casualty events, this session offers a rare, behind-the-scenes perspective into how these incidents unfold—and, more importantly, how they can be prevented or mitigated.

Through compelling case studies and expert analysis, attendees will gain a deeper understanding of behavioral warning signs, pre-incident indicators, and the critical moments where intervention can make the difference between escalation and prevention.

This session delivers actionable guidance you can bring back to your organization—helping you strengthen policies, train staff, and foster a culture of vigilance without fear.

What You’ll Take Away:

  • Early Intervention Strategies: Learn how to recognize behavioral red flags and warning indicators that may signal a potential threat—before it becomes a crisis.

  • Preparedness Planning for Healthcare Settings: Understand how active shooter scenarios uniquely impact hospitals and clinics, and how to prepare your teams accordingly.

  • Real-Time Response Tactics: Gain clear, practical steps your staff can take during an incident to protect themselves and others.

  • Leadership Confidence in Crisis Situations: Walk away better prepared to lead decisively under pressure and implement protocols that save lives.

 

FBI Special Agent (Ret.) - "FBI John",  John Iannarelli was an FBI Special Agent for more than 20 years, during which time he served as the FBI’s National Spokesperson, was a member of the FBI Cyber Division Executive staff, was on the FBI SWAT team, and was an Assistant Special Agent in Charge overseeing all Criminal, Cyber, and Counter Intelligence Investigations.

A frequent on-air law enforcement contributor for the national news media, John is an NSA Certified Speaking Professional (CSP®) who presents on safety and security topics in both the cyber and physical worlds.

He shares his extensive experience through intriguing storytelling and his unique sense of humor, ensuring audiences are informed and entertained. John has presented to Fortune 500 companies, domestic and international audiences, the United Nations, and even at the Vatican, where he met personally with Pope Francis, sharing his insights and recommendations.

 

CONCURRENT SESSIONS - Series 3, Thursday, May 21 
11:30 AM - 12:30 PM (1.0 CE hour)

Session 3-01

Platinum Sponsor Session: Social Media: Pitfalls and Perks
 
Session Description
Join Heather Edwards, Director of Risk Management from Physicians Insurance, as she brings into focus why addressing and providing guidance on social media usage by staff is no longer optional but essential in healthcare leadership. In an increasingly connected world where online conversations have influence, recognizing the impact of social media is critical to managing risk and reputation and staying ahead of issues that can carry over from the digital landscape to have very real-world implications.

Learning Outcomes:

  • Recognize how staff and providers can responsibly use social media
  • Review example postings to determine whether they violate HIPAA standards
  • Learn about the legal ramifications of inappropriate social media use

 

Heather Edwards, RN, CPH, is a healthcare risk management professional with more than two decades of clinical and quality experience. As Director of Risk Management at Physicians Insurance, she works with physicians, healthcare leaders, and medical practices to identify emerging risks, strengthen patient safety practices, and reduce professional liability exposure.

In her current role, Heather provides education, consultation, and resources to healthcare organizations on topics such as malpractice prevention, documentation practices, patient safety, and operational risk mitigation. She regularly works with healthcare teams to implement proactive strategies that support safer care delivery and reduce liability risk.

Heather is a Registered Nurse (RN) and holds the Certified Professional in Healthcare Quality (CPHQ) credential. She is passionate about helping healthcare organizations build cultures of safety and resilience while navigating an increasingly complex healthcare risk and regulatory environment.

 

Session 3-02

Strategic Planning for 2026: Integrating OBBBA and Legislative Tax Updates
 
Session Description
This session for healthcare practice leaders explores how the newly enacted One Big Beautiful Bill Act (OBBBA) reshapes the tax landscape for medical professionals and organizations. Attendees will gain understanding of the key provisions of the OBBBA, with a focus on tax changes that directly affect practice owners in the healthcare sector. Participants leave with a clearer understanding of how to align operational decisions with evolving policy, strengthen financial resilience, and proactively plan for a more efficient and compliant year ahead.
 
Learning Outcomes:
  • A clearer understanding of how the One Big Beautiful Bill Act reshapes tax obligations and opportunities for healthcare practice owners.
  • Practical insight into new provisions — including overtime exemptions, QBI deduction changes, expanded standard deductionsand how they affect financial planning.
  • Actionable guidance to help healthcare leaders adjust their tax strategies and optimize their financial position under the updated legislative landscape.

 

Jeremy Prickel, CPA serves as a leader on the Jones & Roth’s Management Team. He is also a is a key member of the Healthcare and Dental teams. Jeremy has built a reputation across the Pacific Northwest as a valuable resource for medical practices, dental clinics, and their owners who are looking to make the most of their opportunity. He specializes in practice benchmarking, cash flow planning, business strategy, and tax planning. He is regularly called upon to present specialized dental and healthcare accounting topics at industry conferences

 

Session 3-03

Session 3-03: The AI Advantage: Turning Administrative Burden Into Growth Opportunities  
Session Description

AI is everywhere in healthcare operations, and the hardest part isn’t finding tools; it’s choosing wisely and integrating them without creating new risk or burden. This session will help practice leaders evaluate the fast-growing landscape of AI solutions and successfully build a practical approach to adoption that fits real workflows. The presenter will share how to assess where AI solutions are headed, how to keep pace as technology evolves, and how AI is uniquely positioned to outperform traditional software.

Learning Objectives:

  1. Outline the successful integration of AI solutions in your practice
  2. Distinguish the importance of accuracy and a "human in the loop"
  3. Calculate ROI of AI solutions

 

Pete Shalek, Co-Founder & CEO at Valerie Health is a founder and operator who has spent the past twenty years supporting provider groups. He is currently the co-founder and CEO of Valerie Health, which uses AI to drive growth and streamline operations for independent practices. Previously, Pete served as Chief Product Officer at AbleTo, a leader in value-based behavioral health, which was acquired by Optum in 2020. He joined AbleTo through the acquisition of Joyable, a company he co-founded and led as CEO for six years. Pete graduated Phi Beta Kappa from Columbia University with a degree in Mathematics and Economics, and earned his MBA from Stanford University, where he was recognized as a Siebel and Arjay Miller Scholar.

 

CONCURRENT SESSIONS - Series 4, Thursday, May 21 
3:15 PM - 4:15 PM (1.0 CE hour)

Session 4-WA

Washington State Legislative Update
Session Description

This session will provide an overview of key health policy and budget outcomes from the 2026 Washington State legislative session, along with an update on federal and regulatory activity affecting medical group practice in Washington state. Speakers will highlight Washington State Medical Association (WSMA) resources and explore how WSMA and the Washington State Healthcare Leaders Association (WSHLA) can serve as strategic partners in advancing and supporting medical group practices.

 

Sean Graham is a government affairs professional serving as Senior Director of Government Affairs & Policy at the Washington State Medical Association. In this role, he leads the association’s legislative and regulatory advocacy, working with state lawmakers, agencies, and health care stakeholders to advance policies affecting physicians and patient care in Washington. He has been actively involved in shaping and advocating for legislation on issues such as scope of practice, Medicaid access, and health system regulation, and frequently represents WSMA in legislative testimony and policy discussions.

 

Session 4-OR

Oregon State Legislative Update
Session Description
 

The healthcare policy landscape is shifting — and clinic leaders are feeling the impact every day. Join this session tailored for medical practice managers and operational leaders to unpack what happened in the 2026 legislative session, what’s emerging for 2027, and how federal developments like H.R. 1 implementation and the Rural Transformation Project may affect your clinic. We’ll also engage on strategies to advocate for your practice’s needs.

You’ll walk away with a clear view of policy trends, what to watch in 2027, and how to strategically position your clinic for success.

Courtni Dresser is Vice President of Government Relations at Oregon Medical Association (OMA)  where she provides updates on legislative sessions from Salem. She specializes in advocating for healthcare providers, with previous experience at the American Cancer Society.

ANNUAL MEMBERHIP BUSINESS MEETINGS, Thursday May 21
4:15 PM - 5:00 PM
Includes general association updates and membership vote for 2026-2027 term Slate of Officers