RISE West 2025 ꟾ Agenda

Rise

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Agenda

Whether you’re feeling uncertain about the future, seeking inspiration, or looking for a clear game plan, you’re not alone - and you won’t want to miss the conversations, connections, and strategies waiting for you at RISE West 2025. Hear from policy shapers, capital influencers, and bold voices - all in one place - and walk away with fresh strategies for long-term growth.

New this Year: We are kicking things off with General Session on day one and ending before lunch on the final day to give you more travel flexibility. 


Monday - August 25, 2025

11:00 AM 7:00 PM

10:00 AM 6:00 PM

9:00 AM 5:00 PM

8:00 AM 4:00 PM

Information Desk Open

Stop by the Information Desk to check in for the event, pick up your conference badge, ask questions, and get all the details you need. The RISE team is here to help make your experience smooth and enjoyable! 

12:00 PM 6:00 PM

11:00 AM 5:00 PM

10:00 AM 4:00 PM

9:00 AM 3:00 PM

Workshop A: HCC Coding 201 – Leading and Implementing HCC Coding and Documentation Programs 

Additional Registration Required (additional fee). Two refreshment breaks and lunch is included with workshop registration.  

Join RISE for an in-depth managerial level workshop laying out best practices for an end-to-end method of aligning chart documentation, HCC code capture and audit-readiness at both the provider and health plan levels. There is finally an industry standard through the RISE Institute that shows the “how to” of setting up your department’s workflows, aligning with your provider networks, preparing for RADV audits, and more.     

Attendees will walk away with the tools and tactical know-how to:     

  • Achieve plan -level program process, collaboration and continuous Improvement    
  • Create a framework for provider office-based program and learn how to roll this out     
  • Review clinical documentation evaluation in current systems    
  • Get a handle on program development and implementation: creating compliant & quality coding    

 

Deb Curry, MBA, RHIA, CDIP, CCS-P, CRC 
Risk Adjustment Programs Director 
Medical Mutual 

Donna Malone, CPC, CRC, AHCCA, RAP, AAPC Approved Instructor, Director, Risk Capture  
Mass General Brigham  

12:00 PM 6:00 PM

11:00 AM 5:00 PM

10:00 AM 4:00 PM

9:00 AM 3:00 PM

Workshop B: Operational Excellence in Medicare Advantage Plan Management: From Silos to Strategy

Additional Registration Required (additional fee). Two refreshment breaks and lunch is included with workshop registration. 

Now expanded to a 6-hour deep-dive workshop. 

The margin for error in Medicare Advantage has never been smaller—and navigating today’s environment requires more than isolated excellence in departments like quality, risk adjustment, or operations. It requires strategic, cross-functional alignment grounded in shared understanding of how a health plan actually generates revenue, manages risk, and drives sustainable performance. 

In this extended session, we’ll guide participants through the foundational building blocks of health plan finance—from the bid, risk adjustment mechanics, and the Star Ratings program to the core financial levers that shape plan revenue and margin. 

Then, in the second half of the day, we’ll move from theory to execution—exploring how departments intersect, how to not just break down silos but shatter them for good, and how to build internal business cases that resonate across teams and levels. If you’ve ever struggled to get your initiative funded or wondered how decisions really get made at the enterprise level, this workshop is for you. 

Key Takeaways: 

  • Gain a working knowledge of MA plan bids, Star Ratings, and risk adjustment—and how they drive revenue for Medicare Advantage health plans. 
  • See where operational departments intersect and how their priorities connect to overall plan performance 
  • Learn how to co-fund and co-own cross-functional initiatives that drive ROI 
  • Build internal business cases using shared metrics and strategic framing 
  • Improve collaboration by understanding the goals, language, and constraints of other departments 
  • Leave with practical tools and frameworks to foster alignment across your organization 

This session is ideal for all entry levels across Stars, risk adjustment, operations, compliance, member experience, and finance. Come ready to connect, learn, and leave with a new lens on how to drive outcomes that matter—together. 

Jenn Kerfoot 
Chief Strategy and Growth Officer 
DUOS  

Dr. Shannon I. Decker
MBA, MBA, MEd., MEd, PhD 
CEO 
VBC One 

Additional speakers to be announced  

12:30 PM 3:30 PM

11:30 AM 2:30 PM

10:30 AM 1:30 PM

9:30 AM 12:30 PM

Workshop C: Lead from the Middle: Strengthening Supervision with Yale’s Proven Framework

Additional Registration Required (additional fee). A refreshment break and lunch is included with Workshop C registration. 

This interactive workshop introduces the Yale Model of Supervision — a nationally recognized framework designed to strengthen supervisory practice, enhance team performance, and improve service delivery across health and human service settings. Participants will explore practical tools and strategies to lead effectively from the middle, support staff development, and navigate change with confidence and clarity. 

  • Enhance your ability to lead from the middle by effectively communicating up and down the organization during times of change or uncertainty 
  • Practice using structured tools such as Supervision Agreements and problem-solving frameworks to improve clarity and accountability 
  • Develop skills to build trust, resilience, and emotional support in supervisory relationships — especially during high-stress periods 
  • Leave with actionable strategies to foster staff engagement, improve outcomes, and elevate your impact as a supervisor 

Scott Migdole, MSW, LCSW 
Chief Operating Officer 
Yale Behavioral Health & 
Yale Program on Supervision 
Assistant Clinical Professor 
Department of Psychiatry 
Yale University School of Medicine 

3:30 PM 4:30 PM

2:30 PM 3:30 PM

1:30 PM 2:30 PM

12:30 PM 1:30 PM

Networking Lunch for All Workshop Attendees

3:30 PM 5:00 PM

2:30 PM 4:00 PM

1:30 PM 3:00 PM

12:30 PM 2:00 PM

Women’s Leadership Luncheon & Panel Discussion

Additional Registration Required – Free to attend. Lunch will be provided for registered attendees.  

Panel - Steady in the Storm: Resilient Leadership Amid Health Care Shifts 
Join RISE for an interactive panel discussion and networking opportunity with women leaders.  

Attendees will:  

  • Gain actionable tools to stay calm, communicate clearly, and lead confidently during periods of uncertainty, policy shifts, or organizational change 
  • Discuss mindset shifts and self-leadership practices that help you maintain focus, energy, and purpose — even when the system is in flux 
  • Examine how to pivot effectively in your career or organization by recognizing inflection points, engaging stakeholders, and staying aligned with your values 

Moderator: 
Rafat Fields 
Founder & CEO 
Powered To Rise ® 

Panelists:  
Shannon Wilson, DrPH 
Vice President of Population Health and Health Equity 
Priority Health 

Katherine Kasabuske  
VP Health Equity  
MHS Health   

Sarah Lechner  
SVP, Chief of External Affairs 
Hackensack Meridian Health 

5:00 PM 6:00 PM

4:00 PM 5:00 PM

3:00 PM 4:00 PM

2:00 PM 3:00 PM

Food Packing Event in Partnership with U.S. Hunger

Additional Registration Required – Free to attend. 

6:00 PM 6:15 PM

5:00 PM 5:15 PM

4:00 PM 4:15 PM

3:00 PM 3:15 PM

Networking Break for All Conference Attendees

6:15 PM 6:30 PM

5:15 PM 5:30 PM

4:15 PM 4:30 PM

3:15 PM 3:30 PM

Opening Remarks

6:30 PM 7:20 PM

5:30 PM 6:20 PM

4:30 PM 5:20 PM

3:30 PM 4:20 PM

Opening Keynote - The Power of the Pivot: Navigating Change with Purpose and Clarity

Healthcare is constantly evolving. Scientific breakthroughs, regulatory shifts, technological advancements and shifting business priorities create a climate of both excitement and uncertainty. In this unpredictable environment, the ability to navigate change isn't just a skill, it's a necessity. For those who do it well, change is a path to opportunity. 

Dr. Archelle Georgiou – a nationally recognized physician, healthcare journalist, and consumer advocate – brings a unique lens to the art and science of navigating through uncertainty. From leading healthcare innovation in corporate boardrooms to co-founding a national COVID-19 data initiative, and transitioning across roles in media, medicine, and technology, Dr. Georgiou has pivoted with intention and impact.  

In this opening keynote, Dr. Georgiou draws on her multifaceted career—spanning clinical practice, executive leadership, strategic consulting, and national media—to offer a practical framework for embracing change, defining purpose, and making values-driven decisions. Whether you’re leading organizational transformation or charting a new personal path, you’ll leave this session empowered to lead through change with clarity and conviction. 

Dr. Archelle Georgiou, M.D.  
C-Suite Leader, Advisor, Media Personality, Patient Advocate 

7:20 PM 7:25 PM

6:20 PM 6:25 PM

5:20 PM 5:25 PM

4:20 PM 4:25 PM

5-minute stretch break

7:25 PM 8:15 PM

6:25 PM 7:15 PM

5:25 PM 6:15 PM

4:25 PM 5:15 PM

Patient Voices: Insights on Care, Coverage and What Matters Most

Presented in Partnership with the Camden Coalition  

This unique panel brings together patients and caregivers to share their personal journeys, what’s working, what’s not, and where there’s opportunity for improvement. 

This candid conversation offers valuable insights for health plans, providers, and innovators committed to improving the member experience. Walk away with firsthand perspectives and actionable takeaways to better serve the Medicare population.  

Panelists discuss: 

  • Their experiences navigating health plans and provider networks 
  • Access to care, communication challenges, and care coordination 
  • What trust and quality mean from a patient’s perspective 
  • Suggestions for how payers and providers can better support community health 

Moderator 
Dr. Archelle Georgiou, M.D.  
C-Suite Leader, Advisor, Media Personality, Patient Advocate  

Panelists:  
Dionne L. Stalling 
Lived experience expert and Founder/Executive Director 
Rare and Black 

Alan Coker 
Lived experience expert and Board member 
Advocacy Unlimited and Amplify of CT 

Laura Carroll 
Lived experience expert, Rural storyteller, Social drivers of health champion 

8:15 PM 8:20 PM

7:15 PM 7:20 PM

6:15 PM 6:20 PM

5:15 PM 5:20 PM

Closing Remarks

8:20 PM 9:30 PM

7:20 PM 8:30 PM

6:20 PM 7:30 PM

5:20 PM 6:30 PM

Exhibit Hall Opening & Welcome Cocktail Reception

Join us for drinks, hors d'oeuvres, lively networking, and fun in the Exhibit Hall to kick off RISE West!

Tuesday - August 26, 2025

11:00 AM 7:00 PM

10:00 AM 6:00 PM

9:00 AM 5:00 PM

8:00 AM 4:00 PM

Information Desk Open

Stop by the Information Desk to check in for the event, pick up your conference badge, ask questions, and get all the details you need. The RISE team is here to help make your experience smooth and enjoyable!

11:00 AM 12:00 PM

10:00 AM 11:00 AM

9:00 AM 10:00 AM

8:00 AM 9:00 AM

Networking Breakfast

11:00 AM 8:30 PM

10:00 AM 7:30 PM

9:00 AM 6:30 PM

8:00 AM 5:30 PM

Exhibit Hall Open

12:00 PM 12:10 PM

11:00 AM 11:10 AM

10:00 AM 10:10 AM

9:00 AM 9:10 AM

Opening Remarks

12:10 PM 1:00 PM

11:10 AM 12:00 PM

10:10 AM 11:00 AM

9:10 AM 10:00 AM

Navigating the Transforming Medicare Advantage Political Landscape

  • Explore key changes finalized in the Contract Year 2026 Medicare Advantage and Part D final rule and the Calendar Year 2026 Rate Announcement and discuss the impact on plans / providers
  • Discuss potential legislation reforms that may occur within the next 2-3 years, how Congress is viewing the MA program overall, potential Congressional priorities, including legislation related to artificial intelligence, prior authorization, MA marketing, risk adjustment etc.
  • Gain insights into how health plans and providers can navigate these changes while ensuring compliance 

Carrie Graham, Ph.D. 
Research Professor and Director, Medicare Policy Initiative
Georgetown University

Neil Patil, MPP
Health Policy Director, The Medicare Policy Initiative
Georgetown University

1:00 PM 1:45 PM

12:00 PM 12:45 PM

11:00 AM 11:45 AM

10:00 AM 10:45 AM

Keynote: Understanding OIG’s Current Oversight of Managed Care Risk Adjustment Priorities

Join RISE for a special presentation with OIG leaders to understand current oversight priorities in risk adjustment, quality performance, and managed care operations. 

Ann Maxwell 
Deputy Inspector General for Evaluation and Inspections  
HHS Office of Inspector General  

Carolyn Kapustij 
Senior Advisor for Managed Care   
HHS Office of Inspector General  

1:45 PM 2:15 PM

12:45 PM 1:15 PM

11:45 AM 12:15 PM

10:45 AM 11:15 AM

Networking Break

Concurrent Sessions 2:15 PM - 3:00 PM 1:15 PM - 2:00 PM 12:15 PM - 1:00 PM 11:15 AM - 12:00 PM

Track A Risk Adjustment & Quality Strategies - Chair: Laura Sheriff, RN, MSN, CPC, CRC, Risk Adjustment Consultant  

Track B Operations & Organizational Change - Chair: Susan L Waterman, RHIT, CCS, CPC, CRC, AHIMA ICD-10-CM/PCS Trainer, Director, Risk Adjustment - Baylor, Scott and White Health Plan 

Track Chairs:

2:15 PM 3:00 PM

1:15 PM 2:00 PM

12:15 PM 1:00 PM

11:15 AM 12:00 PM

Track A: Risk Adjustment & Quality Strategies

Medicare Advantage Under the Microscope: Policy, Priorities, and Planning Ahead

Join policy experts from Georgetown’s Medicare Policy Initiative for an engaging deep dive into the shifting political terrain for MA plans and risk-bearing provider groups. Building on the morning’s session, bring your questions about new and emerging federal policies—and walk away with strategic insights to help plans and providers thrive in this evolving environment.

Moderator:
to be announced

Carrie Graham, Ph.D. 
Research Professor and Director, Medicare Policy Initiative
Georgetown University

Neil Patil, MPP
Health Policy Director, The Medicare Policy Initiative
Georgetown University

2:15 PM 3:00 PM

1:15 PM 2:00 PM

12:15 PM 1:00 PM

11:15 AM 12:00 PM

Track B: Operations & Organizational Change

Panel: From Disruption to Direction - Operational Leadership in the New MA Era

As the Medicare Advantage (MA) landscape undergoes profound shifts, operational leaders are no longer just reacting—they’re redefining how to grow and scale with purpose.  

  • Hear how forward-thinking MA leaders are pivoting from short-term adjustments to long-term strategy, turning industry disruption into opportunity 
  • Uncover actionable strategies to help your organization lead through change and uncertainty 
  • Explore how top MA organizations are aligning product design, marketing, brokers, and member communications under unified, holistic strategies 

Moderator 
Cathy McClain Gordon, MHA 
Managing Partner & CEO  
4E Health Care Ventures, LLC  

Panelists: 
Christina Latterell-Loganimoce 
Sr. Director, Leader of Medicare STARs  
Blue Shield of California  

Jennifer Del Villar, CHC, PAHM 
VP of Operations 
Elite Health Plan 

Kwame Appiah-Yeboah, Ph.D., CPC., CRC 
Director, Risk Adjustment and Revenue Management  
SENTARA HEALTH PLAN 

Jacop Jung 
VP Risk Adjustment 
Intermountain Health, PCSS 

Tools & Technology Spotlights  3:00 PM - 3:15 PM 2:00 PM - 2:15 PM 1:00 PM - 1:15 PM 12:00 PM - 12:15 PM

Leading service providers will showcase their offerings in a quick-pitch setting. Evaluate the latest and greatest tech tools to bring back to your organization.

Track Chairs:

3:00 PM 3:15 PM

2:00 PM 2:15 PM

1:00 PM 1:15 PM

12:00 PM 12:15 PM

Track A: Risk Adjustment Strategies

Tools & Technology Spotlight

Josh Brezovar  
Senior Actuarial Analyst 
Milliman IntelliScript 

3:00 PM 3:15 PM

2:00 PM 2:15 PM

1:00 PM 1:15 PM

12:00 PM 12:15 PM

Track B: Operations & Organizational Change

Tools & Technology Spotlight

3:15 PM 4:15 PM

2:15 PM 3:15 PM

1:15 PM 2:15 PM

12:15 PM 1:15 PM

Networking Lunch

Concurrent Sessions 4:15 PM - 5:00 PM 3:15 PM - 4:00 PM 2:15 PM - 3:00 PM 1:15 PM - 2:00 PM

Track A Risk Adjustment & Quality Strategies - Chair: Laura Sheriff, RN, MSN, CPC, CRC, Risk Adjustment Consultant  

Track B Operations & Organizational Change - Chair: Susan L Waterman, RHIT, CCS, CPC, CRC, AHIMA ICD-10-CM/PCS Trainer, Director, Risk Adjustment - Baylor, Scott and White Health Plan 

Track Chairs:

4:15 PM 5:00 PM

3:15 PM 4:00 PM

2:15 PM 3:00 PM

1:15 PM 2:00 PM

Track A: Risk Adjustment & Quality Strategies

Session to be announced

Moderator:  
Chad Wege  
VP & Head of Product, Risk Adjustment 
Datavant 

Panelists 
Kelley Scott, DNP, FNP-C   
Manager, Risk Adjustment Clinical Programs 
Providence 

Chris Towner   
Manager, Risk Adjustment Analytics 
Providence 

4:15 PM 5:00 PM

3:15 PM 4:00 PM

2:15 PM 3:00 PM

1:15 PM 2:00 PM

Track B: Operations & Organizational Change

Panel: Navigating Quality Metrics in a Shifting Landscape 

  • Gain insights into recent CMS updates and their implications for plan performance, reimbursement, and member outcomes 
  • Explore evolving quality measurement trends and how to future-proof your organization’s approach to performance management 
  • Discuss best practices in integrating cross-functional teams to drive sustained quality performance 

Moderator: 
Speaker from Reveleer 

Panelists:  
Melissa Newton Smith  
Founder, Senior Advisor  
Newton Smith Group 

Katharine Iskrant 
President 
Healthy People, Inc.   

5:00 PM 5:05 PM

4:00 PM 4:05 PM

3:00 PM 3:05 PM

2:00 PM 2:05 PM

5-minute transition

Concurrent Sessions 5:05 PM - 5:50 PM 4:05 PM - 4:50 PM 3:05 PM - 3:50 PM 2:05 PM - 2:50 PM

Track A Risk Adjustment & Quality Strategies - Chair: Laura Sheriff, RN, MSN, CPC, CRC, Risk Adjustment Consultant  

Track B Operations & Organizational Change - Chair: Susan L Waterman, RHIT, CCS, CPC, CRC, AHIMA ICD-10-CM/PCS Trainer, Director, Risk Adjustment - Baylor, Scott and White Health Plan 

Track Chairs:

5:05 PM 5:50 PM

4:05 PM 4:50 PM

3:05 PM 3:50 PM

2:05 PM 2:50 PM

Track A: Risk Adjustment & Quality Strategies

Actioning on Diagnosis Gaps Directly within the EHR Clinical Workflow

  • Discover how a cloud-based EHR platform enhances the deployment of clinical data at scale across our provider network 
  • Understand how identifying diagnosis gaps within the EHR boosts performance, risk adjustment, and overall patient care 
  • Gain insights into how alignment with industry standards has paved the way for innovative solutions and strong partnerships 
  • Benefit from our "Lessons Learned" as we share valuable insights from our journey 

Dr. John Farley 
Chief Medical Officer 
Complete Health 

Gregory LeGrow 
Executive Director, Payer Market Strategy 
athenahealth 

5:05 PM 5:50 PM

4:05 PM 4:50 PM

3:05 PM 3:50 PM

2:05 PM 2:50 PM

Track B: Operations & Organizational Change

Speaking the Language of Leadership

  • Explore proven strategies for effectively communicating with MA leadership, ensuring your insights, proposals, and performance metrics resonate with the strategic goals of the organization  
  • Understand what Medicare Advantage leaders care about most—and how to align your message to core business objectives 
  • Explore communication techniques for delivering difficult messages with transparency and professionalism 
  • Gain tools for influencing organizational change, including influencing decisions, building buy-in and framing data and messaging for C-suite leaders  

Katherine Kasabuske  
VP Health Equity  
MHS Health   

5:50 PM 6:20 PM

4:50 PM 5:20 PM

3:50 PM 4:20 PM

2:50 PM 3:20 PM

Networking Break

Concurrent Sessions 6:20 PM - 7:05 PM 5:20 PM - 6:05 PM 4:20 PM - 5:05 PM 3:20 PM - 4:05 PM

Track A Risk Adjustment & Quality Strategies - Chair: Laura Sheriff, RN, MSN, CPC, CRC, Risk Adjustment Consultant  

Track B Operations & Organizational Change - Chair: Susan L Waterman, RHIT, CCS, CPC, CRC, AHIMA ICD-10-CM/PCS Trainer, Director, Risk Adjustment - Baylor, Scott and White Health Plan 

Track Chairs:

6:20 PM 7:05 PM

5:20 PM 6:05 PM

4:20 PM 5:05 PM

3:20 PM 4:05 PM

Track A: Risk Adjustment & Quality Strategies

Case Study: Cracking the Code - A Look into How Honest Medical Group Aligns Payers and Providers in Value-Based Care

  • Dive into a model that bridges the divide between payers and providers, highlighting Honest Medical Group’s partnership with XYZ  
  • Learn how their partnership operationalizes trust, transparency, and shared risk to create alignment around quality outcomes, cost control, and care coordination.  
  • Walk away with replicable insights on building collaborative infrastructure that works across organizations, systems, and incentives 

Speakers to be announced 

6:20 PM 7:05 PM

5:20 PM 6:05 PM

4:20 PM 5:05 PM

3:20 PM 4:05 PM

Track B: Operations & Organizational Change

Panel: Staffing for Scale – Examining Workforce Models to Power Sustainable Growth in Medicare Advantage

  • Get insights into current staffing models within MA organizations  
  • Learn how Medicare Advantage organizations are restructuring care teams to serve more members effectively without compromising personalized care 
  • Examine emerging staffing models that optimize clinical and non-clinical resources across in-person and virtual settings 

Moderator 
To be announced  

Panelists 
Dr. Shannon I. Decker  
MBA, MBA, MEd., MEd, PhD 
CEO 
VBC One 

Tina Dueringer, BSN, RN, CCM, PCC 
CEO, Principal Advisor 
Dueringer Advisors, Inc.  

Additional speakers to be announced 

7:05 PM 7:10 PM

6:05 PM 6:10 PM

5:05 PM 5:10 PM

4:05 PM 4:10 PM

5-minute transition back to General Session

7:10 PM 7:55 PM

6:10 PM 6:55 PM

5:10 PM 5:55 PM

4:10 PM 4:55 PM

Keynote Fireside Chat: Behind the Curtain – a Special Sit Down with the Honorable Christi A. Grimm

Christi A. Grimm, former Inspector General of the U.S. Department of Health and Human Services (HHS), is a nationally recognized authority in health care oversight, program integrity, and organizational leadership. Over the course of her 25-year career, she has advanced accountability, innovation, and performance across the nation's largest health and human service programs. As the sixth Inspector General of HHS, she provided independent oversight of up to $2 trillion in annual expenditures across Medicare, Medicaid (including managed care), public health, biomedical research, and social services. 

Join RISE for a thought-provoking discussion with Ms. Grimm as she reflects on her tenure and shares insights into the future of independent oversight, enforcement strategy, and the growing role of technology in the healthcare sector.  

The Honorable Christi A. Grimm 
Former Inspector General 
U.S. Department of Health and Human Services 

7:55 PM 8:00 PM

6:55 PM 7:00 PM

5:55 PM 6:00 PM

4:55 PM 5:00 PM

Closing Remarks

8:00 PM 9:15 PM

7:00 PM 8:15 PM

6:00 PM 7:15 PM

5:00 PM 6:15 PM

Networking Cocktail Reception and Interactive Roundtables 

Join us for drinks, hors d’oeuvres, and face-to-face networking with peers in the Exhibit Hall.  

Also, join interactive roundtables featuring the latest technologies and solutions for boosting your organization's endeavors. These speed-networking type presentations are 20 minutes long, allowing you to make your way to several roundtables per session.

Wednesday - August 27, 2025

11:00 AM 2:00 PM

10:00 AM 1:00 PM

9:00 AM 12:00 PM

8:00 AM 11:00 AM

Information Desk Open

Stop by the Information Desk to check in for the event, pick up your conference badge, ask questions, and get all the details you need. The RISE team is here to help make your experience smooth and enjoyable!

11:00 AM 12:00 PM

10:00 AM 11:00 AM

9:00 AM 10:00 AM

8:00 AM 9:00 AM

Networking Breakfast

11:00 AM 2:15 PM

10:00 AM 1:15 PM

9:00 AM 12:15 PM

8:00 AM 11:15 AM

Exhibit Hall Open

12:00 PM 12:10 PM

11:00 AM 11:10 AM

10:00 AM 10:10 AM

9:00 AM 9:10 AM

Opening Remarks

12:10 PM 1:00 PM

11:10 AM 12:00 PM

10:10 AM 11:00 AM

9:10 AM 10:00 AM

Investor Perspectives: Where Capital is Flowing and Why

As the U.S. population continues to age and the Medicare Advantage market experiences sustained growth, investors are closely monitoring emerging models in care delivery, technology integration, and value-based service strategies.  

In this timely and insightful discussion, a panel of leading healthcare investors examine the current landscape of healthcare and the key factors driving investment decisions.  

From market trends and policy shifts to opportunities in scalable innovation, get insights into where capital is being deployed—and the rationale behind those choices. 

Moderator: 
Jenn Kerfoot 
Chief Strategy and Growth Officer 
DUOS  

Panelists: 
Rachel Kern 
Senior Vice President  
First Trust Capital Partners 

Charlotte Black 
Principal 
Oak HC/FT 

Abby Miller Levy 
Managing Partner 
Prime Time Partners  

1:00 PM 1:50 PM

12:00 PM 12:50 PM

11:00 AM 11:50 AM

10:00 AM 10:50 AM

The Future of Aging in Place

As Medicare Advantage enrollment continues to rise, especially among older, more clinically complex, and socially diverse populations, aging in place has emerged as a critical component of long-term strategy for health plans, providers, and community partners alike.  

This panel brings together forward-thinking leaders who are taking a holistic approach to aging in place, not just through clinical interventions, but through scalable, person-centered models that address housing, transportation, nutrition, technology access, and social connection. 

Together, we’ll explore: 

  • How health plans are evolving their aging strategies to support long-term member well-being while managing costs and utilization 
  • What innovative, interdisciplinary care models look like in practice and how they align with CMS guidance and quality frameworks 
  • What holistic strategies plans should be looking at during times of uncertainty  

Speakers to be announced  

1:50 PM 2:15 PM

12:50 PM 1:15 PM

11:50 AM 12:15 PM

10:50 AM 11:15 AM

Networking Break

Concurrent Sessions 2:15 PM - 3:00 PM 1:15 PM - 2:00 PM 12:15 PM - 1:00 PM 11:15 AM - 12:00 PM

Track A Risk Adjustment & Quality Strategies - Chair: Laura Sheriff, RN, MSN, CPC, CRC, Risk Adjustment Consultant  

Track B Operations & Organizational Change - Chair: Susan L Waterman, RHIT, CCS, CPC, CRC, AHIMA ICD-10-CM/PCS Trainer, Director, Risk Adjustment - Baylor, Scott and White Health Plan 

Track Chairs:

2:15 PM 3:00 PM

1:15 PM 2:00 PM

12:15 PM 1:00 PM

11:15 AM 12:00 PM

Track A: AI & Digital Transformation 

Fireside Chat: Unpacking AI Opportunities in Health Care – Risks, Rules & Real Talk

Join RISE for a special sit-down with Bennett B. Borden, data scientist, attorney and globally recognized authority on AI's legal, technological, and policy implications.  

Come prepared for your burning questions and walk away with a better handle on: 

  • Classical AI (e.g., classification, recommendation systems) versus generative AI (e.g., LLMs), including their business applications and limitations such as hallucinations 
  • Real steps to building and operationalizing an AI governance program  
  • Practical advice on starting small, selecting low-risk/high-impact projects, building internal AI literacy, and handling resistance through collaboration rather than control 
  • The ethics of AI, including, how we keep AI in check, using things like Constitutional AI and control frameworks to make sure systems are safe, fair, and aligned with organizational values  
  • What regulators are saying, where the big risks are (think bias, transparency), and what health care organizations should watch for next 

Moderator: 
Tina Dueringer, BSN, RN, CCM, PCC 
CEO, Principal Advisor 
Dueringer Advisors, Inc.

Speaker: 
Bennett B. Borden 
Founding Partner and CEO 
Clarion AI Partners  

2:15 PM 3:00 PM

1:15 PM 2:00 PM

12:15 PM 1:00 PM

11:15 AM 12:00 PM

Track B: Compliance

Deep Dive: Current State of RA Litigation and Risk Areas for MA Plans, Physician Groups, Vendors and Downstream Entities

  • Gain perspective on where fraud litigation in the MA space may be headed, with a focus on RA practices and potential expansion into Star Ratings-related enforcement 
  • Get up to speed on the latest FCA cases, DOJ priorities, and OIG audit trends—highlighting fact patterns that courts and regulators are treating as credible violations, and those that are not gaining traction at the pleading stage  
  • Hear about new developments in various FCA litigations, OIG audits, and other regulatory activities, with focus on what sorts of activities and fact patterns that the DOJ, as well as courts at the pleading stage, are finding to be plausible violations of the False Claims Act as opposed to fact patterns that are not meeting muster  
  • Participate in a Q&A with panelists to discuss real-world compliance challenges and solutions 

Ari Yampolsky  
Founding Partner 
Whistleblower Partners  

Jason N. Silberberg, Esq. 
Partner 
Frier Levitt  

3:00 PM 3:05 PM

2:00 PM 2:05 PM

1:00 PM 1:05 PM

12:00 PM 12:05 PM

Transition

Concurrent Sessions 3:05 PM - 3:50 PM 2:05 PM - 2:50 PM 1:05 PM - 1:50 PM 12:05 PM - 12:50 PM

Track A Risk Adjustment & Quality Strategies - Chair: Laura Sheriff, RN, MSN, CPC, CRC, Risk Adjustment Consultant  

Track B Operations & Organizational Change - Chair: Susan L Waterman, RHIT, CCS, CPC, CRC, AHIMA ICD-10-CM/PCS Trainer, Director, Risk Adjustment - Baylor, Scott and White Health Plan 

Track Chairs:

3:05 PM 3:50 PM

2:05 PM 2:50 PM

1:05 PM 1:50 PM

12:05 PM 12:50 PM

Track A: AI & Digital Transformation

Engaging the Unreachable: How Arkansas Blue Cross and Blue Shield Leveraged AI to Transform Medicaid Member Outreach

  • Hear how the team at Arkansas Blue Cross and Blue Shield navigates Arkansas’ unique 78-point quality index, where all Medicaid plans must meet the benchmark set by last year’s top performer 
  • Learn how targeted outreach has improved maternal health, medication adherence, and emergency room diversion, along with real-world stories—like how one member overcame transportation barriers to access screenings and earn financial incentives 
  • Walk away with actionable insights for improving engagement, quality scores, and health outcomes in Medicaid populations 

Kaitlin Bates, Pharm D.  
Manager, ARHOME Quality 
Arkansas Blue Cross and Blue Shield 

Jessica Graves 
ARHOME Quality Program Coordinator 
Arkansas Blue Cross and Blue Shield 

3:05 PM 3:50 PM

2:05 PM 2:50 PM

1:05 PM 1:50 PM

12:05 PM 12:50 PM

Track B: Compliance

So you’ve been selected for an audit… now what? An Interactive Discussion on RADV Audit Readiness

Hear from plans that have undergone RADV audits and walkaway with tips for RADV audit readiness, with:  

  • Proactive preparation to RADV audit preparedness including pros and cons in working with vendors to chase chart 
  • Common trends and diagnosis that come up  
  • Insights from real-world RADV audit case studies to inform your readiness approach 

Rafi Cices 
Head of BOI, Coding & Billing 
CityBlock  

Amanda Watkins  
Director, Coding / CDI Operations 
CityBlock  

Gail Blacklock, CHC 
Chief Compliance Officer  
Elite Health Plan  

3:50 PM 4:00 PM

2:50 PM 3:00 PM

1:50 PM 2:00 PM

12:50 PM 1:00 PM

Closing Remarks by Track Chairs