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        <p class="text-white"><strong>Early Bird Fee (ends 5.1.23) $525</strong></p>
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Text Content

AMS ANNUAL CONFERENCE 2023

June 21 - June 23, 2023


At this year’s AMS (Advanced Medical Strategies) Annual Conference, we’ll be
tackling the industry’s BIGGEST topics including BIG claims, BIG costs, BIG data
and of course, BIG savings!

This “cannot miss” event will be filled with information and insights for all in
the healthcare industry. Interactive breakout sessions, thought-provoking
keynotes, the AMS IQ Panel filled with industry experts, and much more will fill
the agenda. The conference will take place in Boston, Massachusetts June 21st
through June 23rd at the Boston Marriott Long Wharf.

“We are thrilled to be back in person this year with our clients and industry
colleagues. AMS' conference is a great opportunity for us to network with
colleagues while also providing comprehensive business solutions to our Predict
Suite community and the healthcare industry at large, said Stephanie Belschner,
SVP of Client Relations at AMS. “Last year we had record breaking attendance and
with the keynotes we have this year, we anticipate it to be even BIGGER and
better!"

This event is expected to sell out, so please register today. We cannot wait to
see you at the 10th Annual AMS Conference and 20th Anniversary celebration.

Should you have any questions, please contact

Stephanie Belschner
Senior Vice President, Client Relations & Event Organizer
sbelschner@mdstrat.com



REGISTER NOW!

Attendee Type Predict Suite Member Partner Other
Breakout Session
Session 1: Big Discoveries: Hidden Gems in Predict Suite
Session 2: Identify BIG Savings Using the Best in AI Technology
Session 3: The BIG Short: Predicting the Risk

Early Bird Fee (ends 5.1.23) $525

Standard Fee (after 5.1.23) $650

Full conference registration includes access to all sessions, hosted food and
beverage events, special hotel room pricing, an AMS Swag bag and raffle ticket.

REGISTER NOW!


Groups of 5 or 10 attendees can contact event organizer for group discount.


You are now being routed to the secure payment area. Please click PayPal
Checkout to continue. Here you may sign into PayPal or pay the conference fee
with a credit or debit card.




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HOTEL INFORMATION


BOSTON MARRIOTT LONG WHARF





296 State Street Boston, Massachusetts 02109

Room Rate

Special group rate $469 per night

Reservation Deadline

May 19, 2023

Online Reservations



 


KEYNOTE SPEAKERS


STACY BORANS, MD

FOUNDER &
CHIEF MEDICAL OFFICER

Dr. Borans is the Founder and Chief Medical Officer of AMS (Advanced Medical
Strategies), the leader in strategic intelligence software for clarity into
complex claims.

AMS was founded with the purpose of combining technology, clinical expertise,
financial insight, and data science to help manage and mitigate the
disproportionate impact catastrophic claims, specialty pharmaceuticals, and
implant costs have on overall medical cost trend increases. Through AMS, Dr.
Borans has streamlined the way payers all across the healthcare spectrum can
better understand and address the most costly and complex claims problems they
encounter every day.

Dr. Borans is a respected and much in-demand speaker at seminars worldwide for
claims professionals. She has appeared on a multitude of educational panels,
workshops, and podcasts, in addition to hosting webinars on a regular basis.

Prior to forming AMS, Dr. Borans was Medical Director at Executive Health
Resources, where she oversaw insurance denial management, appropriateness of
care, and length of stay programs in over 50 hospitals spanning 15 states. She
began her professional career in medicine as a private practice physician at
Fountainville Medical Specialists in Doylestown, PA.

Dr. Borans earned her medical degree from Hahnemann University in Philadelphia,
PA. She completed an internal medicine residency at Thomas Jefferson University
Hospital, also in Philadelphia. She holds a BA in Biology from Brandeis
University.

Away from AMS duties Dr. Borans is the volunteer President of the Board for a
no-kill cat shelter and rescue non-profit organization.

 


ROBIN FARMANFARMAIAN

CEO & CO-FOUNDER AT ARO, AUTHOR, & ANGEL INVESTOR

Robin Farmanfarmaian is a professional speaker and entrepreneur based in Silicon
Valley, working on companies in cutting edge tech poised to impact 100M people
or more. She has been involved with over 20 early-stage startups working on
cutting edge technology in healthcare; biotech, pharma, med device, and digital
health. Of those, she co-founded 5, including the Organ Preservation Alliance,
where she worked with the White House and DoD to fund scientists in
cryopreservation and tissue engineering for organ transplants. 

Currently Robin is the co-founder of Face Touch Aware, an Apple Watch App to
help break the habit of touching your face (covid-related). In addition, she is
an Advisor to MindMaze, a BCI and VR neuro company for 9 neuro indications,
including FDA and CE Mark cleared VR for stroke and brain injury rehabilitation.
She is also an advisor Alacrity Care, remote patient monitoring and data
analytics for oncology. Some investments include Invicta Medical, a medical
technology company for sleep apnea; Rational Vaccines; and Aerami Therapeutics,
inhaled insulin with a smart, connected device.

As a speaker, Robin has had over 160 speaking engagements in 15 countries and is
the author of 3 books; The Patient as CEO: How Technology Empowers the
Healthcare Consumer (2015); The Thought Leader Formula: Strategically Leverage
Your Expertise to Drive Business & Career Goals (2019); Facilitating Virtual
Events: Driving Participant Engagement & Interaction (2020).

Topics:



 * The Shift in Healthcare Delivery: It's More Than Just Telemedicine
 * Exponential Technology & the 6 D’s of Exponential Technology
 * The Formula to Build Thought Leadership: How Executives Can Build Their
   Expertise Profile & Brand
 * Thought Leader Formula Interactive Workshop
 * Self-Care & Wellness: 4 Pillars
 * How Current Healthcare Businesses Can Keep Up with the Amazons & Apples
 * Patient Empowerment & The Future of Medicine
 * Organs on Demand: Tissue Engineering, Cryopreservation & Drones



 


JASON MICHAELS

SPEAKER/ENTERTAINER/AUTHOR

Jason Michaels is a professional speaker, best-selling author, and international
award-winning entertainer.

SPEAKER:

Diagnosed with Tourette’s Syndrome at age thirteen, Jason has overcome “the
impossible” and become a professional speaker. He motivates audiences to see
beyond their challenges and self-imposed limitations and inspires them to live
bigger, bolder lives with his programs #DOTHEIMPOSSIBLE: LIVE B.I.G. and
#DOTHEIMPOSSIBLE: Resilience.

ENTERTAINER:

Jason has shared his style of interactive, award-winning sleight-of-hand,
illusion, and humor with corporate audiences, theaters, universities, the United
States Armed Forces, and for private social affairs in thirty countries around
the world.

AUTHOR:

Jason is the author of the Amazon best-selling book "You Can Do the Impossible,
Too!" His book details his journey of overcoming the debilitating neurological
disorder Tourette Syndrome to become a success in business and in life.


PRESENTERS

CLICK ON A NAME TO VIEW BIO

 


HEATHER FOX, MSN, RN

VICE PRESIDENT,
FINANCIAL AND CLINICAL SURVEILLANCE


STEPHANIE BELSCHNER, CSFS

SENIOR VICE PRESIDENT,
CLIENT RELATIONS


NIC ANDRE

SENIOR VICE PRESIDENT, PRODUCT


JAY DONOGHUE

CTO & DATA PROTECTION/PRIVACY OFFICER


KIRK WEISHAAR

DIRECTOR OF TECHNOLOGY


ANN MARIE DEANGELIS, MD

MEDICAL DIRECTOR


ALLISON CONDON, MSN, RN

FACS/IMPLANT CLINICAL REVIEW NURSE


JACKIE CLINGMAN, BSN, RN

VICE PRESIDENT, CLINICAL ANALYTICS


RYAN WORK

VICE PRESIDENT
GOVERNMENT RELATIONS
SELF-INSURANCE INSTITUTE OF AMERICA, INC.


BROOKS GOODISON

PRESIDENT
DIVERSIFIED GROUP


CHRISTINE HALE, MD, MBA

VICE PRESIDENT, CLINICAL CONSULTING
LOCKTON


RODGER SMITH

VICE PRESIDENT, STRATEGIC ACCOUNTS
EXL


MARIEN DIAZ

BENEFITS AND STOP LOSS CLAIMS,
SYMETRA


BILL BRUCE

VICE PRESIDENT CLIENT STRATEGY, NORTHEAST NATIONAL ACCOUNTS
AETNA


CATHY SMITH, MSN, RN

CLINICAL DATABASE REVIEW NURSE


AGENDA

 

JUNE 21, 2023 | 09:30 AM - 5:00 PM EST

 

08:30 - 09:30



BREAKFAST



09:30



OPENING REMARKS

Stephanie Belschner, Senior Vice President, Client Relations, AMS

Welcome to the 10th Annual AMS (Advanced Medical Strategies) Annual Conference
and 20th Anniversary Celebration.

 



09:45 - 10:45



FIRESIDE (BOSTON HARBOR VIEW) CHAT: BIG (CLAIMS), BIG (COST), BIG (POLITICS)

Ryan Work, Vice President, Government Relations, SIIA

Stacy Borans, MD, Founder & Chief Medical Officer, AMS

 

With health care prices increasing at double the rate of inflation, federal
policy changes surrounding price transparency, data and care delivery are front
and center. Learn how these policy developments are being shaped in Washington,
the politics behind them, and what’s in store for the future. Ryan Work of SIIA
and AMS’ very own Dr. Stacy Borans will lead an interactive discussion on the
latest “BIG” topics in health care.

 



10:45 - 11:00



BREAK

Grab a beverage and snack then head on over to the breakout you chose during
registration.

 



11:00 - 12:00



BREAKOUT SESSIONS

Session 1: Big Discoveries: Hidden Gems in Predict Suite

Ann Marie DeAngelis, MD, Medical Director, AMS

Jackie Clingman, BSN, RN, Vice President, Clinical Analytics, AMS

 

What do you do when your search comes up empty? Members of the AMS clinical team
highlight ways to utilize the Predict Suite to get the answers you need. For
example, did you know using the Code Reference Search function allows a client
to find drug costs when the drug isn’t in PredictRx? Join this breakout to take
a deep dive into this function and much more.

 

Session 2: Identify BIG Savings Using the Best in AI Technology

Heather Fox, MSN, RN, Vice President, FACS (Financial And Clinical
Surveillance), AMS

Allison Condon, MSN, RN, FACS/Implant Clinical Review Nurse, AMS

 

Join AMS’ FACS/Implant Team as they discuss how AI is used to identify BIG
savings using AMS' AI-Bill modules. Learn how digitizing the entire itemized
bill can automate and enhance the audit process for Not Separately Reimbursable
(NSR) and Unbundled Policy audits. Participants of this session are welcome to
send in itemized bills to be reviewed during this breakout.

 

Session 3: The BIG Short: Predicting the Risk

Nic Andre, Senior Vice President, Product, AMS

Bill Bruce, Vice President Client Strategy, Northeast National Accounts, Aetna

Cathy Smith, MSN, RN, Clinical Database Review Nurse, AMS

 

Are you struggling with large claimant forecasting and predicting when that next
large claimant bubble will burst? Do you feel like your dart board is more
accurate at predicting claims risk some days? Then you need to join this white
board session where we will strategize about where we are today and where we
want to go in terms of having the most advanced tools to forecast risk.

 



12:00 - 1:30



LUNCH

 



1:30 - 2:30



THE BIG RECAP

Ann Marie DeAngelis, MD, Medical Director, AMS

Allison Condon, MSN, RN, FACS/Implant Clinical Review Nurse, AMS

Cathy Smith, MSN, RN, Clinical Database Review Nurse, AMS

 

A recap led by the lead presenter of each AMS Breakout Session. Attendees will
learn more about each engaging mix of presentations and conversations that took
place during the innovative sessions and take away an enhanced understanding of
specific solutions that positively impact their work and productivity.

 



2:30 - 3:30



GUEST KEYNOTE

#DOTHEIMPOSSIBLE: LIVE B-I-G

Jason Michaels, Author, Motivational Speaker, Magician

 

Keynote Speaker, Jason Michaels, magician, motivational speaker, two-time TEDx
presenter, and author who lives with and thrives with Tourette Syndrome. Jason’s
primary goal with his programs is to amaze and inspire audiences around the
world. In his keynote program, #DOTHEIMPOSSIBLE: LIVE B-I-G, Jason inspires
audiences to take action by living bigger, bolder lives by teaching the success
and high-performance principles that made him an internationally award-winning
entertainer.

 



3:30



DAY 1 CLOSING REMARKS & EVENING ANNOUNCEMENTS

Stephanie Belschner, Senior Vice President, Client Relations, AMS

 



5:00



COCKTAIL RECEPTION & ENTERTAINMENT

Boston Marriott Long Wharf

 

Kicking the conference off right with dinner, magic & networking! Jason Michaels
will continue to entertain attendees during the welcoming reception. He will
mingle with guests while sharing his warm sense of humor, amazing, jaw-dropping
magic and laugh-out-loud comedy.

 



JUNE 22, 2023 | 09:30 AM – 7:00 PM EST

 

08:30 - 09:30



BREAKFAST



09:30



OPENING REMARKS

Stephanie Belschner, Senior Vice President, Client Relations, AMS

 



09:45 - 11:00



FOUNDER KEYNOTE

THE BIG RISKS: WHAT KEEPS ME UP AT NIGHT!

Stacy Borans, MD, Founder & Chief Medical Officer, AMS

 

We have gathered feedback on those “Keep Me Up at Night” issues sent in by you,
our conference attendees. Dr. Stacy will host a fascinating, tailor-made talk
including topics around Gene Therapy, Drugs, Risk, Claims and much more.

 



11:00 - 11:15



BREAK

Grab a beverage and snack then find a seat for the Headliner Keynote.

 



11:15



HEADLINER KEYNOTE

THE BIG SHIFT: THE TECH AND TRENDS REVOLUTIONIZING HEALTHCARE ACCESS

Shifting Care Reduces Costs and Improves Patient Outcomes

Robin Farmanfarmaian, CEO & Co-founder at ArO, Author, & Angel Investor

 

During this “cannot miss” keynote, Robin will discuss:

 * How the healthcare industry is undergoing a rapid transformation.
 * How shifts are incorporating technological innovations such as predictive
   health, 24/7 monitoring, companion digital therapeutics, and hospital-at-home
   services.
 * How these advances, along with new Medicare codes and payer trends, are
   making it possible for many conditions to be treated in the home, resulting
   in significant cost savings compared to clinic or hospital-based care.
 * How the next 10 years will likely see even more changes as digital
   therapeutics, remote monitoring, in-home care, and virtual platforms become
   more prevalent- changes that will benefit both patients and providers, making
   healthcare more convenient and cost-effective.

 



12:30 - 2:00



LUNCH



2:00



AMS IQ PANEL

 * Stacy Borans, MD, Founder & Chief Medical Officer, AMS
 * Christine Hale, MD, MBA, VP Clinical Consulting, Lockton Dunning Benefits
 * Marien Diaz, Benefits | Stop Loss Claims, Symetra
 * Brooks Goodison, President, Diversified Group Brokerage
 * Rodger Smith, Vice President, Strategic Accounts, EXL

 



3:30



DAY 2 CLOSING REMARKS & EVENT ANNOUNCEMENTS

Stephanie Belschner, Senior Vice President, Client Relations, AMS

 



7:00



DINNER & ENTERTAINMENT

New England Aquarium

 

Experience the extraordinary animal exhibits during cocktail hour! Then head
outside under the tent with views of Boston’s historic harbor and skyline. Dine
on a coastal clambake and enjoy live entertainment. Don’t forget your raffle
ticket as 20 prizes will be given out to celebrate AMS’ 20th Anniversary!



JUNE 23, 2023 | 09:30 AM – 12:00 PM EST

 

08:30 - 09:30



BREAKFAST

 



9:30 - 10:00



BIG UPDATES: PREDICT PLATFORM FUTURE ROADMAP

Jay Donoghue, CTO & Data Protection/Privacy Officer, AMS

Stephanie Belschner, Senior Vice President, Client Relations, AMS

Kirk Weishaar, Director of Technology, AMS

 

Calling all Predict Platform members! Hear about Predict Platform improvements
over the last year and share your thoughts on your suite experiences. Learn
about BIG updates being released during AMS’ Future Roadmap presentation.

 



10:00



CLOSING REMARKS

Stacy Borans, MD, Founder & Chief Medical Officer, AMS

Stephanie Belschner, Senior Vice President, Client Relations, AMS

 



10:15 - 12:00



SCHEDULED DEMONSTRATIONS

Would you like to learn more about a Predict Platform module? The AMS Sales Team
will be scheduling times for one-on-one in-person demonstrations.


Copyright © 2023 Advanced Medical Strategies | All Rights Reserved.
×

STEPHANIE BELSCHNER, CSFS

SENIOR VICE PRESIDENT,
CLIENT RELATIONS

Stephanie Belschner is AMS’ Senior Vice President of Client Relations. Stephanie
has been with AMS since 2013, developing the organization’s client management
division. As part of the executive team, Stephanie promotes the company’s
products, services, and accomplishments by directing sales and marketing
initiatives.

Stephanie’s team is dedicated to supporting the Predict Suite member community.
In addition to spearheading relationship management and outreach, she cultivates
strategies for pursuing new business, delivers educational presentations, and
determines short and long-term resource requirements. Stephanie is a Certified
Self-Funding Specialist (CSFS) whose top priority is building trust, confidence,
and goodwill with AMS' clients.

Stephanie’s formidable client relations, public speaking, networking, and
leadership skills developed from her career experiences both with private firms
and more than a decade of public service in the state of Massachusetts from
which she possesses a vast knowledge in the handling of medical malpractice,
personal injury, workers compensation claims as well as other areas of
litigation.

When Stephanie is not supporting the Predict Suite member community, you can
find her cooking up something delicious in the kitchen, organizing a family
event, or planning AMS’ Annual Conference.

×

HEATHER FOX, MSN, RN

VICE PRESIDENT,
FINANCIAL AND CLINICAL SURVEILLANCE

Heather Fox is AMS’ Vice President of FACS (Financial And Clinical
Surveillance). Heather began her journey at AMS as a Clinical Review Nurse and
now leads her team of clinical staff to integrate PredictDx, PredictRx,
PredictIx, and policy-specific rules/edits to AMS’ FACS members. The rules/edits
that she both creates and vets provide for a quick and easy pull of claims on
the subscriber end that have clinical, financial, policy and/or code specific
issues that merit a review.

For over 18 years Heather has been a nurse with a specialization in
Medical-Surgical, Critical Care and Surgery. Heather first made the cross over
to non-clinical nursing as a Cost Containment Nurse with an insurance
organization focused on the development, underwriting and servicing of
alternative risk products, including captives and specialty insurance programs.

Heather earned her Bachelor of Science Degree in Nursing from Indiana Wesleyan
University.

In Heather’s free time you can catch her kayaking, hiking, and biking along the
Ohio trails with family and friends.

×

NIC ANDRE

SENIOR VICE PRESIDENT, PRODUCT

Nic Andre is Advanced Medical Strategies’ Senior Vice President of Product.
Having worked at AMS since his first year of college, Nic’s skillset is finely
tuned to the self-funded industry. Nic is a Certified Self-Funding Specialist
(CSFS), is a member of HCAA’s Emerging Leaders Program, and holds a degree in
finance from the Isenberg School of Management at UMass Amherst.

Nic leads a nimble team within AMS that is responsible for the conception and
creation of the next generation of AMS products, such as Predict FACS, Profiler
and CensusRater. This team also assists in the maintenance of AMS’ Predict Suite
as well as devising new ways to make use of AMS’ ever-growing claims data
warehouse.

Outside of AMS, Nic plays the keyboard, drums, and is an expert skier. Nic also
enjoys mountain biking, reading philosophy, and working on cars that are older
than he is.

×

JACKIE CLINGMAN, BSN, RN

VICE PRESIDENT, CLINICAL ANALYTICS

Jackie Clingman is one of AMS’ Clinical Review Nurses. Jackie focuses on the
PredictDx directory, handles chat inquiries, and oversees a project team that
specializes in costs.

She has been a nurse for over 20 years, specializing in critical care and made
the cross over to non-clinical nursing three years ago when she joined the
review team at AMS. Jackie earned her Bachelor of Science in Nursing from
Indiana Wesleyan University.

In her free time Jackie enjoys reading, homemaking, travel, church, and playing
with her dogs.

×

RYAN WORK

VICE PRESIDENT
GOVERNMENT RELATIONS SELF-INSURANCE INSTITUTE OF AMERICA, INC.

Ryan currently serves as the vice president of government relations for the
Self-Insurance Institute of America, Inc. (SIIA) where he heads up the
association’s federal advocacy and political activities related to
selfinsurance, stop-loss and other alternative risk issues. In this role, Ryan
is responsible for developing and managing strategic outreach and policy
development before Congress, the Administration and various federal regulatory
agencies.

Prior to joining SIIA, Ryan directed government affairs activities for S&P
Global, where he represented brands including Standard & Poor’s, Platts and J.D.
Power. Ryan has served in a number of senior staff positions in the U.S. House
of Representatives, most recently as Legislative Director for Rep. Cathy
McMorris-Rodgers (WA). He previously served as Chief of Staff to Rep. Katherine
Harris (FL) and in various staff roles with the Committee on Ways & Means and
the Office of the Speaker of the House.

×

ANN MARIE DEANGELIS, MD

MEDICAL DIRECTOR

Dr. AnnMarie DeAngelis is Advanced Medical Strategies Medical Director. AnnMarie
has been with AMS since 2021 and is the pediatric resource across the
organization.

AnnMarie is a member of the clinical team and has her hand in most of the
clinical products. Together with the other members of the team, she focuses on
continuing to provide clients with up-to-date, relevant clinical data they need
when managing high cost claims. AnnMarie is present on training and bi-annual
check-in calls as a clinical voice to answer client questions and elicit
feedback that may help enhance the products.

AnnMarie has a B.A. in Biology from the College of the Holy Cross. She received
her medical degree from UMASS/Chan Medical School and completed her pediatrics
residency at Boston Children’s Hospital and Boston Medical Center. Prior to
coming to AMS, she practiced primary care pediatrics in central Massachusetts
for 20 years. Working as a primary care physician, she needed to use leadership
abilities, communication skills and teamwork to care for her patients (some from
birth to high school graduation!)

When not at work, you might find AnnMarie enjoying outdoor activities, baking
her grandmother’s recipes for Italian desserts or planning the next family
vacation.

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KIRK WEISHAAR

DIRECTOR OF TECHNOLOGY

Kirk developed, designed, and implemented processes to collect, store, analyze
and bring value to AMS and our clients through data. Kirk oversees all
statistical modeling, machine learning, and artificial intelligence initiatives
across the organization. Kirk also drives the implementation of new software and
tools to help improve efficiency across all teams. As part of IT leadership,
Kirk fosters collaboration between Clients, Clinical, Analysts and Developers to
assure new concepts drive as much value as possible while also being relevant
and accurate.

Kirk holds a B.A. from Northern Illinois University in Psychology with a minor
in Sociology. In addition, he holds a M.S. in Psychology from DePaul University.
Between his degrees, Kirk worked as a Unit Counselor at an inpatient mental
health and substance abuse rehab. Kirk was also accepted into Southern Illinois
University’s doctoral counseling psychology program. Being heavily involved in
multiple research labs, Kirk programmed many experiments from scratch which led
to his interest and transition into technology and data analytics. Kirk has
since worked in the Payment Integrity space for +10 years, where he led the
growth of a single product from $5M to $45M ARR in just 5 years and directed all
the analytics for an entire division, including Pre-Pay and Post-Pay which
brought in over $200M ARR.

When Kirk is not wrangling massive amounts of data, he is traveling or playing
with his two cats.

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JAY DONOGHUE

CTO & DATA PROTECTION/PRIVACY OFFICER

Jay Donoghue is Advanced Medical Strategies’ CTO & Data Protection/Privacy
Officer. Hired in 2015, Jay has long worked behind the scenes at AMS developing
the first client portal and providing a myriad of IT services all before
officially joining the AMS team.

As Chief Technology Officer, Jay is responsible for driving development and
support for all things IT, including the Predict Platform of software, internal
HIPAA and HiTrust compliance, and the aforementioned client portal
maintenance/updates.

Jay obtained his Bachelor of Science Degree in Electrical Engineering from the
University of New Hampshire. Prior to his employment at AMS, Jay enjoyed a
twenty-year career at Analog Devices. At the onset, Jay designed hardware and
software to perform electrical verification of semiconductor products. Moving
forward, he turned his focus to software, managing a team responsible for the
design, development, and support of applications to drive the industrial supply
chain. This included enterprise data integrations, invoice verification and
manufacturing process instructions. Finally, Jay rose to Quality Engineering
Manager, leading a group of engineers responsible for customer quality issue
resolution using the 8D process.

Jay is a certified ASQ Six Sigma green belt.

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ALLISON CONDON, MSN, RN

FACS/IMPLANT CLINICAL REVIEW NURSE

Allison Condon is Advanced Medical Strategies’ FACS/Implant Clinical Review
Nurse. Allison has been with AMS since 2022 and is the go-to for all things
Implant across the organization.

Allison has developed procedures to enhance client utilization of PredictIx and
AI-Bill as well as internal processes for review and implementation of implant
related data in FACS. She continuously reviews and updates implant information
in PredictIx to maintain accuracy for clients. Allison works closely with
clients to provide education and support while customizing usage of PredictIx
and AI-Bill for individual internal workflows.

Allison is a graduate of University of San Francisco with a bachelor’s degree in
Nursing. In addition, she holds a master’s degree in Nursing from University of
Central Arkansas. Allison began her nursing career as an Army Nurse and has
worked in a variety of specialties. She has over 10 years of experience in
revenue cycle and payment accuracy health care audit programs including
carve-out and implantable devices, utilization review, and contract compliance.

When Allison is not knee deep in implants, you can find her playing with her
crazy and rambunctious dogs, begging her teenagers to hang out with her, or
attempting to cook new recipes that no one will eat.

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BROOKS GOODISON

VP OF SALES, DIVERSIFIED GROUP

Brooks joined Diversified Group in 1996 where he was first an underwriter and
later VP of Sales.

In 2015, Brooks became a principal owner of Diversified Group. As President, he
is responsible for development and implementation of firm-wide strategy and
day-to-day firm leadership, including customer relations, strategic planning,
business development, and public relations. He oversees all Diversified Group
companies comprised of: Diversified Group Administration, Diversified Group
Brokerage, Corporate Managed Health Services, and Corporate Fitness and Health.

Brooks has a proven executive management track record and over 20 years of
experience driving sales and growth in the Third Party Administrator/Claims
Administration space. Brooks takes a vision and makes it reality through sound
strategy development. He takes pride in being referred to often as a
“disruptor.”

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CHRISTINE HALE, MD, MBA

VICE PRESIDENT, CLINICAL CONSULTING, LOCKTON

Christine Hale, MD, MBA, joined Lockton on May 1, 2017, as Vice President,
Clinical Consulting. She serves as the medical director and lead strategist for
the Clinical Consulting team.

Christine is known as an innovator, collaborator, and change agent, and is
particularly passionate about utilizing data and creative solutions to reduce
waste improve cost effectiveness in healthcare. Upon completion of her MBA in
2005, she joined McKinsey & Company as a consultant, where she remained for 7+
years. During this time, she worked with hospitals and health systems both
across the country and internationally in a variety of functional areas,
including strategy, operations and organization.

Christine is often sought out to facilitate in situations where building
physician and administration alignment is key.

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RODGER SMITH

VICE PRESIDENT, STRATEGIC ACCOUNTS AT EXL

Rodger Smith is Vice President, Strategic Accounts at EXL. He is an experienced
leader with extensive knowledge and background in healthcare and health
insurance. Specific experience includes legal, fraud waste & abuse, claims
operational, provider & network, product design, solutioning, strategic account
management, and financial aspects of healthcare.

Prior experience includes leading group of 18 employees in saving major health
insurer over $15 million annually, as well as building cost containment business
from start-up to over $1.5 million in revenue over 3 year period.

Rodger's specialties include: Health plan operations, provider contracting,
fraud and abuse, data mining, healthcare laws and regulations, litigation,
management.

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MARIEN DIAZ

BENEFITS AND STOP LOSS CLAIMS AT SYMETRA



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BILL BRUCE

VICE PRESIDENT CLIENT STRATEGY, NORTHEAST NATIONAL ACCOUNTS AT AETNA

Bill Bruce offers over two decades of extraordinary success in a series of
high-level roles at top tier companies including Aetna Inc. and Blue Cross Blue
Shield of Massachusetts.  His invaluable expertise and broad business acumen
have enabled him to drive successful financial and sales results.

In his current role as Vice President of Client Strategy for Aetna, Bill leads
vision, strategy, and execution for all facets of the client relationship for a
portfolio of national account clients representing over 500,000 members. Bill
effectively manages client teams in a matrixed environment to expand revenue and
deepen product relationships with his clients. Bill has also helped in the
execution of multiple projects to harmonize assets of CVS Health and Aetna
following the merger of the two organizations.

Prior to joining Aetna, Bill worked for Blue Cross Blue Shield of Massachusetts
for over 10 years, advancing through multiple underwriting roles to become the
Senior Director of Financial Underwriting. In this role, he oversaw all
commercial renewal accounts representing 1 million members, $2B in annual
premium, and $200M in ASC revenue. In addition, Bill led multiple corporate
initiatives across the enterprise developing new products and funding solutions,
navigating from ideation to launch.

Combining his proven business instinct with an unprecedented disciplinary work
ethic, Bill has continuously exceeded expectations in high stake environments
within Aetna Inc. and Blue Cross Blue Shield of Massachusetts positioning
himself as a key member of each company and a driving force for growth and
profitability.

Bill also has a passion for supporting the greater Boston community. Through his
15+ years of work with the United Way of Mass Bay, he has served on various
boards and committees focusing heavily on supporting social ventures.

Bill holds a Master of Business Administration from Boston University, as well
as a Bachelor of Science Degree in Business Administration from the University
of Connecticut.

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CATHY SMITH, MSN, RN

CLINICAL DATABASE REVIEW NURSE

Cathy Smith is a Clinical Database Review Nurse at Advanced Medical Strategies.
Prior to her current role, she held several leadership roles in healthcare and
cost containment operations, including Chief Operating Office of a multisite
health center and Senior Director at a specialty dialysis cost-containment
company.

Cathy is skilled in change management, quality assurance, population health
management, risk management, cost containment and strategic planning. Cathy
holds a Master’s in Nursing Administration.

Outside of work, Cathy enjoys traveling with family and friends and her passion
for continuous learning.