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AGENDA

Revenue Cycle & Financial Strategies Forum – NORTHEAST

SEPTEMBER 24, 2026 | BOSTON, MA

Homewood Suites, Boston Seaport

PROGRAM OVERVIEW

The Revenue Cycle & Financial Strategies Northeast Forum brings together senior healthcare leaders to discuss practical strategies in revenue cycle management and financial operations. Through interactive sessions covering revenue cycle operations, financial performance, patient experience, value-based care, analytics, and population health, attendees gain practical insights and a comprehensive perspective on the challenges and opportunities facing healthcare finance and operational leaders today.

 

Forum Venue

Homewood Suites, Boston Seaport
670 Summer St, Boston, MA 02210

Forum Presenters Include:

Vladimir-Ducarmel Joseph, MD, MHA

Director, CDI
Beth Israel Lahey Health

Jason McDowell

Chief, HIMS
VA Maine Healthcare System

Naveed Khan

Director, County Strategy &Operations
Community Health Center of Buffalo

Tamara Phams

AVP, HIM
The Guthrie Clinic

Dominic Kayatta

Director, Patient Experience
BayHealth

John Murphy

CFO
Premier Medical Group of the Hudson Valley

Adlher Rodriguez

AVP, Patient Financial Services
Montefiore Nyack

Dr. Jetonga Garrett

Director of Coding
UW Medicine

David Weisman

Chief Patient Experience Officer
NYC Health + Hospitals

Michelle Frazier

VP, RCM & Systems Integration
Duly Health & Care

Mohammed Jaleel, MD

Managing Partner & Medical Director
New England Inpatient Specialists

Maria Shinn Bouck

SVP Revenue Cycle Management
Eye Health America

Barbara Kisayke

System Director, Revenue Integrity – Physician Billing
SSM Healthcare

A Special Thanks to our Forum Partners:

Apogee Logo
BDM Logo
Apogee Logo
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Apogee Logo

Forum Agenda
Thursday, September 24

7:30 AM    FORUM REGISTRATION & ATTENDEE ARRIVAL

7:50 AM    Q1 PRODUCTIONS OPENING ADDRESS

8:00 AM    PREPARING REVENUE CYCLE TEAMS FOR AI-DRIVEN CODING TRANSFORMATION

Healthcare providers are increasingly adopting AI-enabled tools, and Revenue Cycle teams are being redefined in both scope and skillset. Tamara will detail how leading organizations are preparing for AI-assisted coding by redesigning workflows, redefining quality assurance processes, and upskilling teams to focus on higher-level review, exception management, and revenue integrity. Executives will discuss how their organizations are balancing automation with human oversight, managing change across coding & revenue cycle functions, and ensuring accuracy, compliance, and financial performance in an AI-enabled coding environment.
Tamara Phams, AVP HIM, The Guthrie Clinic
Maria Shinn Bouck, SVP Revenue Cycle Management, Eye Health America

8:45 AM    NETWORKING & COFFEE BREAK

9:45 AM   ONE TEAM ONE MISSION: ALIGNING PROVIDERS AND CDI AROUND QUALITY AND FINANCIAL OUTCOMES

Provider engagement is at the heart of a successful CDI program. Attendees will explore how stronger provider engagement and a shared sense of accountability can transform CDI from a transactional process into a collaborative partnership. Dr. Joseph will discuss strategies for building a unified culture across provider groups and facilities while aligning CDI and clinical teams around quality, documentation, and financial outcomes.
Vladimir-Ducarmel Joseph, MD, MHA, Director, CDI, Beth Israel Lahey Health

10:30 AM    NETWORKING & COFFEE BREAK

11:30 AM  BRIDGING THE GAP BETWEEN BILLING, CODING, & CLINICAL OPERATIONS

Executives are continuously striving to improve the revenue cycle by improving coordination between billing, coding, and clinical operations. In this discussion, we’ll discuss the challenges and inefficiencies that arise from discrepancies or disconnects between these key areas and highlight strategies to address them; touching upon best practices for enhancing communication and collaboration among billing, coding, and clinical teams, leveraging technology and data analytics to identify and rectify gaps in processes.
Barbara Kisayke, System Director – Revenue Integrity – Physician Billing, SSM Healthcare
Dr. Jetonga Garrett, Director of Coding, UW Medicine

12:15 PM    LUNCHEON & NETWORKING

1:15 PM   LEVERAGING SYSTEMS, DATA & AUTOMATION TO IMPROVE CLEAN CLAIMS

In this session, executives will explore how revenue cycle leaders can leverage data, dashboards, and automation to identify the root causes of billing errors, payer issues, and recurring claim defects before they lead to denials or rework. Participants will discuss moving beyond simply identifying errors to systematically correcting them-using payer trends, chargemaster insights, and workflow automation to improve clean claim rates, reduce manual intervention, and accelerate reimbursement.
Adlher Rodriguez, AVP, Patient Financial Services, Montefiore Nyack

2:00 PM    NETWORKING & COFFEE BREAK

3:00 PM  REDUCING AVOIDABLE UTILIZATION & HIGH-COST ACROSS THE CARE CONTINUUM

 

How are organizations identifying and managing patients who drive disproportionate ED visits, hospitalizations, and post-acute utilization? This discussion will explore strategies for strengthening care coordination, physician alignment, and transitions across the care continuum to reduce avoidable utilization, improve outcomes, and lower the total cost of care.
Dr. Mohammed Jaleel, Medical Director, New England Inpatient Specialists

John Murphy, CFO, Premier Medical Group of the Hudson Valley

3:45 PM  CREATING A FUTURE-READY REVENUE CYCLE WORKFORCE: LEVERAGING AI, UPSKILLING, & OPERATIONAL EXCELLENCE

Revenue Cycle leaders can build a future-ready workforce by balancing AI adoption, employee upskilling, and operational excellence. In this executive-led session, participants will discuss strategies for partnering with IT, leveraging existing data and native EHR capabilities, using AI to identify denial patterns and streamline workflows, and determining when technology or workforce development is the right solution to improve performance and reduce cost to collect.
Michelle Frazier, VP RCM & Systems Integration, Duly Health & Care

4:30 PM    NETWORKING & COFFEE BREAK

5:00 PM   BUILDING HIGH-PERFORMING REVENUE CYCLE TEAMS THROUGH PROCESS OPTIMIZATION & CONTINUOUS IMPROVEMENT

This topic will lean into how Revenue Cycle and HIM leaders can build high-performing teams while navigating staffing constraints and increasing operational demands. Drawing on Lean Six Sigma principles, process optimization, AI, and close team engagement, this experienced speaker will show to identify inefficiencies, standardize workflows, and continuously improve performance across the revenue cycle continuum through coding and collections.
Jason McDowell, Chief, HIMS, VA Maine Healthcare System

Naveed Khan, Director, Strategy & Operations, Community Health Center of Buffalo

5:45 PM  CONNECTING PATIENT EXPERIENCE, QUALITY, AND FINANCIAL PERFORMANCE

In this session, explore how healthcare organizations can connect patient experience, quality outcomes, and financial performance by addressing issues earlier in the patient journey. Discuss how consistent care practices, real-time coaching, technology such as Epic and MyChart, and cross-functional collaboration can improve quality, reduce downstream issues, and create a more efficient and financially sustainable patient experience.
Dominic Kayatta, Director, Patient Experience, BayHealth

David Weisman, Chief Patient Experience Officer, NYC Health + Hospitals

6:30 PM    CLOSING REMARKS & COCKTAIL RECEPTION

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