Annual CxO Summit 2017 - Agenda


Registration & Vendor Relations Begin

Lunch (Light Salad Bar Buffet)



Citrix Welcome, Chapter Update & Ask, Opening Remarks

Transformation across all healthcare stakeholders is no longer a dream but instead a must-have for survival. Today’s environment of government initiatives, outcomes-based payment models, competitive imperatives and provider consolidation have created a very deep and complicated challenge with explosive opportunities for innovations in collaboration and leadership. Our two featured keynote speakers will address the leading healthcare trends and the strategies to overcome the challenges they present.


Opening Keynote

Vi Shaffer, Research Vice President, Gartner

Vi Shaffer advises healthcare executives around the world in the areas of business imperatives, strategic planning, IT governance, organization structure/roles, and digital healthcare directions. She is internationally respected for her long-standing study of CIO-level issues, the role of the Chief Medical Informatics Office, and the CIO-CMIO relationship. Based in Washington, D.C., she actively monitors US federal healthcare reform, Accountable Care and Pay for Performance initiatives. She is frequent speaker and author on the fusion of healthcare and technology. She has served as guest faculty in the executive programs at the Harvard School of Public Health and the George Washington University, at leadership seminars sponsored by HIMSS and College of Healthcare Information Management Executives (CHIME).



Second Keynote - Is Innovation the Only Key to Transformation? 

Todd Dunn, Director of Innovation, Intermountain Healthcare Transformation Lab

“Healthcare needs innovative startups and innovative startups need the knowledge and access that healthcare can provide.” In today’s environment, attaining excellence means partnering with entrepreneurs in and outside the clinical arena. With an emphasis on the “Lean” methodologies for innovative thought, startup and deployment being applied to clinical healthcare, Todd explores the importance and common pitfalls of developing business models, value propositions and strategies to assess the capacity for innovation and change. Featured by Steve Blank, the father of “Lean Startup”, Todd has worked with numerous startups and has presented a number of Lean LaunchPad classes. Todd earned his Bachelors from University of Utah and a MBA from Michigan State University.



Vendor Introductions

Presented by Michelle Heimann, Sponsorship Chair



Networking Coffee Break



Honor Chapter Recipients; OA Program Launch or Update

Presented by Jenni Bendfeldt, Membership Chair



"Is Policy or Innovation a Chicken or Egg Story?"

Innovation, Transformation or Policy - which comes first is an increasingly popular question.  In a world where you are required to stay three steps ahead of your organization’s demands – what should you be listening to, where do you start?  This session will explore early warnings that today’s threats and policies are sending and will drive tomorrow’s demands.  This panel session will explore:

Moderator: Larry Ozeran, MD, Co-Chair Advocacy, Northern California HIMSS, President, Clinical Informatics, Inc.

Dr. Larry Ozeran is a programmer, developer, trauma surgeon, clinical organizational leader, and health policy adviser. From the bit to the organization to the 30,000-foot policy view, he has led development teams, served on medical group and hospital boards, and briefed the Congressional Budget Office on key HIT issues. He has published book chapters through HIMSS on privacy and with AMIA on HIT process failures. Among his many policy activities, Dr. Ozeran has responded to numerous federal NPRMs (including 3 MACRA responses), was recognized by the State of California for his leadership in the State's response to ARRA, and was invited by ONC to join their current quality discussion.

Shanti Wilson, MBA, Western Advocacy Vice Chair for HIMSS National Advocacy, Advocacy Committee Chair, Northern California HIMSS, Program Manager Consultant, Freed Associates 

Recently appointed as Western Advocacy Vice Chair for HIMSS National Advocacy, Shanti Wilson is a consultant for Freed Associates and has worked in health care for almost 20 years focusing on helping organizations implement state and federal healthcare legislation and regulations to improve the health of patients. She supported the implementation of the Affordable Care Act by supporting large integrated networks implement value-based care and risk adjustment initiatives, ICD-10 regulations by supporting organizations train their multi-specialty physician network, HITECH act by leading the adoption of EHRs and meaningful use for rural and small/solo providers, public health legislation by supporting the implementation of vital records, refugee health and healthcare licensing systems, and works with the National and CA HIMSS to advocate for health IT legislation. She’s worked at the public level for Medi-Cal, Public Health and a CMS QIO and as a consultant with KPMG and Freed Associates. 

Lisa Chan-Sawin, MHA, Partner Transform Health LLC

Lisa has over 15 years of experience in policy analysis, strategic planning, and implementation of large systems transformation projects with expertise in Medicaid waivers and delivery system transformation. Having worked in over half of the states with approved federal Delivery System Reform Incentive Payment (DSRIP) programs, including CA, TX and NY, Lisa is an expert on safety net system change, providing strategic guidance and technical support to state Medicaid agencies, regional cross-sector collaboratives, providers, plans and other stakeholders. Lisa also worked extensively on outreach and enrollment policies pre- and post-ACA, as well as insurance regulation and health IT policy. She recently served as the Chief DSRIP Innovations Officer for a national health policy consultancy. Prior to that, she held positions with the California Coverage & Health Initiatives, the California Assembly Health Committee and Senate Health Committee. Lisa earned her master's degree in health administration from the University of Southern California.

Sponsored by: 


Closing Keynote

Jon Manis, CIO/SVP at Sutter Health

Jonathan Manis, a former clinician and veteran health care information technology leader, currently serves as the Senior Vice President and Chief Information Officer (CIO) for Sutter Health of Sacramento, CA. Manis is a seasoned CIO with more than 25 years of IT leadership experience. He joined Sutter Health in 2006 from Illinois-based Provena Health, where he served as System Vice President of Administrative Services and CIO. Prior to Provena, Manis served as Vice President of Information Services for Advocate Healthcare in Chicago and Chief Technology Officer for Sterling Health of Miami, FL. A decorated combat arms officer, Manis attended the United States Naval Academy and Auburn University. He holds a Master’s Degree in Computer Science/ Information Systems Management from the Naval Academy. Jon is a regularly featured speaker regarding technology and information systems management and he has authored multiple professional articles on the topics of information technology management and support function leadership.

Sponsored by: 


Networking Wine and Food Reception

It's more than just meeting people — it's connecting with the right people. Share knowledge and best practices, and make connections with like-minded professionals.

Sponsored by:  

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