2026 MGMA Summit
Digital Conference
Join us for 3 days of great education, community and problem solving with your peers! Below is the MGMA Summit schedule. Please check back often for schedule updates and adds!
SCHEDULE IS IN EASTERN TIME
June 2nd, 2026 – Day 1
Welcome | 9:40AM-9:50AM
Join conference Host and MGMA Senior Editor, Craig Wiberg as he walks you through what the next three days has in store!
A Series | 10:00AM – 10:50AM
A1: Detecting Revenue Cycle Leaks Before They Drain Your Bottom Line
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Interactive | Intermediate | Analysis
Speaker:
Nate Moore, CPA, MBA. FACMPE, President, Moore Solutions, Inc.
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 practices
*This was a Conference favorite at the 2026 Finance Conference
A2: AI-Enabled Practice Operations: Panel Insights
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME (AAPC*): 1 | CPE: 1 | PDC: 1
Interactive | Intermediate | Analysis
Speakers:
Robert Murry, PhD, MD, FAAFP - Chief Medical Officer, NextGen
Raihan Faroqui, MD - VP of Partnerships, Confido
Rahul Shivkumar - Co-Founder,Assured
Artificial intelligence is rapidly moving from theory to practical application in medical practices—but knowing where and how to start remains a challenge. This panel brings together technology leaders from NextGen, Confido Health, and Assured to explore real world examples of how AI is being applied today to improve clinical workflows, operational efficiency, and decision-making.
Panelists will discuss how AI can be used across core practice functions, including EHR optimization, data insights, and administrative automation. Attendees will gain practical perspectives on how AI tools can support staff, reduce manual effort, and help leaders make more informed, timely decisions—without replacing the human elements essential to patient care. The session will emphasize actionable use cases, integration considerations, and lessons learned from implementation in diverse practice environments.
- Identify practical AI use cases that support clinical, operational, and administrative workflows within medical practices.
- Distinguish how AI solutions integrate with existing systems, including EHR platforms, analytics tools, and workflow automation technologies.
- Evaluate key considerations for adoption, including data quality, staff readiness, governance, and scalability, when implementing AI in a medical practice.
A3: Unlocking the Power of Real-Time Data
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Intermediate | Analysis
Speakers:
Brian Mitchell, SMB-A – Senior Director of Information Technology, OSU Physicians / OSU Wexner Medical Center
Pam Gray, BSBA, MSA – Senior Director, Practice Services, OSU Physicians
Data alone isn’t enough in healthcare today; organizations need agile, actionable analytics to drive decision-making in real time. OSU Physicians has developed a comprehensive suite of operational dashboards that span the full spectrum of physician business operations, including scheduling, referrals, call center performance, revenue cycle, clinical productivity, and regulatory oversight, so leaders leave meetings with answers, not more questions. This session will explore how OSU Physicians implemented a high-performance analytics platform with in-memory processing and an associative data model to deliver customized dashboards for the unique needs of physicians, administrators, and operational leaders. The platform unifies enterprise data from practice management, finance, HR, timekeeping, salary benchmarks, and regulatory systems into a single, self-service environment that enables rapid exploration and insight generation without heavy IT intervention or rigid data models. By reducing traditional custom report requests by 90%, OSU Physicians supported a wide expansion of new tools that have lightning-fast analytics performance across complex or "wide" transactional data, such as billing claims or revenue detail. Attendees will see examples of how a flexible associative engine reveals relationships across disparate data domains — such as correlating provider labor hours from timekeeping systems with patient encounter volumes and financial outcomes — to guide better decisions around staffing, efficiency, and compensation planning.
- Collect data from across the organization for use in high-performance dashboards
- Organize enterprise data from various systems into a unified platform that allows leaders to uncover critical insights for decision making
- Examine the impacts of a real-time analytics platform, including streamlined reporting workflows, reduced reliance on custom reports, and scaled data access across stakeholder groups
*This session is also offered at the 2026 Operations Conference
MS1: Creating a Culture of Impact and Purpose | 11:00AM – 12:00PM
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Basic | Comprehension
Leading People
Speaker:
Mick Eberling, Award-Winning Innovator, Storyteller, Philanthropist, Founder & CEO of Not Impossible Labs
Imagine what companies could accomplish and be if their entire workforce was activated by a sense of purpose. This isn’t just about employee satisfaction, recruiting or retention; this is about tapping into the Movement of Purpose so that both companies AND society win. In this talk, Mick will delve into the creation of a Culture of Purpose and Impact and the direct effects this has on profitability, productivity, innovation, and engagement.
- The importance of fostering a sense of purpose among employees and how it transcends traditional markers of job satisfaction.
- How to identify and work with individuals who possess collaboration-worthy traits.
Discussion Groups | 12:05PM – 12:35PM
DG1: Financial Discussion Group
Eligible for ACMPE: 0.5 | ACHE: 0.5 | CME: (AAPC*) 0.5 | CEU: 0.5 | PDC: 0.5
Interactive | Basic | Comprehension
Financial Mastery
Facilitated by: Cristy Good, Senior Editor, MGMA
Some of the best ideas and education come from your peers. Join this facilitated interactive session to talk more about the revenue cycle, cost containment trends, and challenges that are important to practice executives. Take advantage of this time with your peers to brainstorm solutions and get a pulse on what other practices are doing to solve some of your most pressing issues.
DG2: Operations Discussion Group
Eligible for ACMPE: 0.5 | ACHE: 0.5 | CME: (AAPC*) 0.5 | CEU: 0.5 | PDC: 0.5
Interactive | Basic | Comprehension
Operational Excellence
Facilitated by: Craig Wiberg, Senior Editor, MGMA
Some of the best ideas and education come from your peers. Join this facilitated interactive session to talk more about the operational issues, trends and challenges that are important to practice executives. Take advantage of this time with your peers to brainstorm solutions and get a pulse on what other practices are doing to solve some of your most pressing issues."
DG3: Tech and AI Discussion Group
Eligible for ACMPE: 0.5 | ACHE: 0.5 | CME: (AAPC*) 0.5 | CEU: 0.5 | PDC: 0.5
Interactive | Basic | Comprehension
Operational Excellence
Facilitated by: Julia Rosen, SVP, Information Technology, Digital Services & IT, MGMA
Some of the best ideas and education comes from your peers. Join this facilitated interactive session to talk more about new IT technologies and AI, trends and challenges that are important to practice executives. Take advantage of this time with your peers to brainstorm solutions and get a pulse on what other practices are doing to solve some of your most pressing issues.
B Series | 12:50PM – 1:40PM
B1: Spreadsheets to Strategy: Elevating Roles Through Strategic Thinking
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Intermediate | Application
Speaker:
Melinda Mastel, MBA, MS, FHFMA, CMPE, PMP Financial Advisor, Medical College of Wisconsin
Every aspect of a medical group’s operations has financial implications. That’s why financial staff are constantly asked to explain the “why” behind deficits or variances, the “how” of navigating financial pressure, or whether a new program can launch on a limited budget. Each of these situations goes beyond numbers. Finances tell a story rooted in operations, structure, strategy, and process. In these moments, finance professionals’ step into the role of problem-solvers, internal consultants, and advisors. This session explores how finance staff — and anyone tasked with navigating complex or ambiguous challenges — can strengthen their strategic thinking to generate insights and shape decisions beyond traditional reporting and analysis. Drawing on “power principles” from project management, change management, innovation, and communication, we’ll examine how to clarify scope, surface blind spots, and work cross-functionally. The goal: to move from spreadsheets to strategy, equipping finance professionals to elevate their impact while giving leaders ideas to better develop and leverage staff as trusted partners who think beyond the traditional finance box.
- Demonstrate the value of strategic thinking mindsets for finance staff
- Apply practical principles from project, change, and innovation management to strengthen collaboration and problem-solving
- Use strategic thinking frameworks to positively shape organizational culture
*This was a Conference favorite at the 2026 Finance Conference
B2: Tackling Prior Authorization at Scale: Panel Insights
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Application
Speakers:
Andrew Harding - VP & Co-Founder, Rivet
Jessica Wolf-Dasher - Chief Revenue Officer/Head of Sales, SuperDial
Mallika Khandelwal - Co-Founder, Squad Health
Sponsored By: Rivet, SuperDial and Squad Health
Prior authorization remains one of the most persistent administrative burdens in healthcare, slowing patient access to care and straining clinical and revenue cycle teams. This session brings together leaders from Rivet, SuperDial, and Squad Health to explore how technology driven automation, intelligent communication workflows, and scalable operational models are reshaping the prior authorization process. Attendees will gain insight into how these organizations are reducing manual work, improving turnaround times, and enabling providers to navigate payer requirements with greater efficiency and accuracy. Through real world examples and practical strategies, this session highlights what it takes to modernize prior authorization at scale.
- Identify key workflow challenges in traditional prior authorization processes and understand how automation and structured communication can reduce administrative burden.
- Evaluate emerging technology solutions from Rivet, SuperDial, and Squad Health that streamline authorization submission, follow up, and documentation at scale.
- Apply best practices and implementation strategies to improve prior authorization efficiency, accelerate patient access, and support more sustainable operational performance within provider organizations.
B3: Beyond RVUs: A Recipe for Hybrid Compensation Model Success
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Intermediate | Analysis
Content Area: Financial Mastery
Speaker:
Jessica A. Minesinger, CMOM, CMPE, FACMPE, BBCC, President & CEO - MGMA Consultant, Surgical Compensation & Consulting - MGMA Consulting
Hybrid compensation models are the new normal and better reflect the priorities of the multi-generational physician workforce. One size certainly does not fit all, and hybrid plans allow healthcare leaders to tailor compensation strategies that foster physician engagement, ensure market competitiveness, maintain legal compliance, and provide the flexibility to adapt over time. This session will break down the key components of hybrid models and how they can align with your organization’s operational and strategic goals. Attendees will learn how to incorporate meaningful quality measures that support your value-based care strategies and recognize physician performance beyond traditional productivity metrics, while still generating buy-in and enthusiasm from your doctors.
- Analyze the core components of hybrid compensation models and the options available to reimagine and redesign your physician compensation plans
- Outline a data-driven framework to ensure your hybrid compensation models are competitive, compliant, and equitable
- Examine the influence hybrid models can have on increasing physician engagement, promoting recruitment and retention, and meeting the varied needs of a multi-generational physician workforce
*This session is also offered at the 2026 Operations Conference
Solution Spotlights | 1:50PM – 2:05PM
SS1: Solution Spotlight | Candid Health (RCM Solutions)
Doug Proctor - COO & Co-founder
Join Doug as he explains how Candid Health transforms medical billing with a modern, automated platform that eliminates the friction, delays, and guesswork practices have come to expect from traditional RCM. By combining intelligent software with deep industry expertise, they help healthcare organizations get paid faster, reduce administrative overhead, and unlock full visibility into their revenue cycle. The result is a billing engine that feels effortless for clinicians and radically more efficient for operations teams.
SS2: Solution Spotlight | Cedar Health
Lillian Catts - Senior Director, Sales
Cedar delivers a unified patient financial experience platform that brings billing, payments, coverage, and support together into one intelligent system, helping healthcare organizations strengthen margins while giving patients a clearer, more intuitive financial journey. Join Lillian as she walks you through how Cedar, powered by deep healthcare data and adaptive intelligence, personalizes every interaction — from digital payments to automated support — to boost collections, reduce operational burden, and build lasting patient trust. Leading health systems choose Cedar because it transforms fragmented financial touchpoints into a seamless, connected experience that drives measurable performance and happier patients.
SS3: Solution Spotlight | Swaggy Shop
Joe Floyd - Co-Founder & CEO
Kris Gholson - Co-Founder
Join Joe and Kris to learn how Swaggy and help free up your team’s time by letting Swaggy manage uniforms, branded merchandise, and employee gifting. With a curated catalog of pre approved items, employees can choose what fits their style for birthdays, anniversaries, and beyond. Swaggy takes care of fulfillment so you can focus on the work that matters.
C Series | 2:15PM – 3:05PM
C1: How to Hold More Aces: Payer Contracting 2.0
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Intermediate | Application
Speaker:
Doral Jacobsen, FACMPE, CEO, Prosper Beyond, VBC Inc
Do you feel defeated before you start the negotiation process? Do you have transparency data and still find it difficult to move the needle on rates and terms at the table with payers? Are you searching for some contracting kryptonite? Then this session is designed for you and other leaders who want to elevate their negotiation skills with practical, repeatable strategies used by real life practices to achieve fantastic outcomes. Through case studies, you will see how real organizations — including primary care practices (pediatrics and family medicine), clinics existing clinically integrated networks to direct contract, specialty groups with ambulatory surgery centers, Federally Qualified Health Centers, and behavioral health practices — achieved stronger outcomes in negotiations. Using the Listen, Solve and Change methodology, the session will highlight successful client approaches with a variety of payers in diverse markets. Attendees will leave with ready-to-use negotiation language, graphics, methodologies, and resources. You will also practice key techniques in small groups. The session will provide solid guidance that practices can use and integrate into the payer contracting strategies to improve outcomes.
- Apply key questions to ask payers during payer negotiations to uncover opportunities for improved contract terms
- Demonstrate strategies for presenting and timing practice goals in payer discussions to strengthen negotiating position
- Use a structured approach for deploying an impactful payer contracting strategy
*This was a Conference favorite at the 2026 Finance Conference
C2: The New Era of Patient Financial Engagement: Digital Tools That Drive Patient Payment Convenience
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Analysis
Panelists:
Xavier de Gracia - Co-Founder, Prosper AI
Greg Kay - Senior Vice President, Revenue Strategy, PMMC
Matt Chadwell, CPM - Product Manager, MEDITECH
Moderator:
Jessica A. Minesinger, CMOM, CMPE, FACMPE, BBCC - President & CEO | MGMA Consultant, Surgical Compensation & Consulting | MGMA Consulting
As patient responsibility continues to rise, medical practices face increasing pressure to engage patients earlier and more effectively around the cost of care. Yet many organizations still rely on fragmented, manual processes for estimates, payment reminders, and collections — leading to confusion, delayed payments, patient dissatisfaction, and staff burnout. In this panel discussion, industry experts will examine how practices are rethinking financial engagement across the revenue cycle, from pre service estimates to post visit collections. Panelists will share real world examples of how tools such as digital estimates, automated payment reminders, card on file programs, online and text to pay options, and self service payment portals are improving transparency, increasing collections, and reducing administrative burden.
- Analyze common breakdowns in patient financial engagement workflows
- Compare operational use cases for financial engagement tools
- Implement workflow and governance considerations that support patient financial engagement strategies
C3: What to Do When It’s Not Working: Strategies for Dysfunctional Teams and Groups
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Interactive | Intermediate | Application
Speakers:
Christopher J. Russo, MD, MBA, CPE, FAAP, Director of Pediatrics and Medical Director for Quality and Innovation, WellSpan Health
Justin Boer, MD, Associate Professor, Department of Pediatrics, WellSpan Health
Conflict is inevitable, yet few leaders are formally trained to manage it. Handled poorly, conflict can damage relationships, fracture teams, and jeopardize patient safety. Handled well, it can be constructive and a catalyst for growth and stronger collaboration. In this fast-paced deep dive, attendees will be introduced to core conflict management styles and rotate through different conflict scenarios, including clinical disagreements, competing funding priorities, unprofessional conduct, and dysfunctional interprofessional collaboration. The session will focus on key strategies for conflict management, such as establishing a game plan, prioritizing issues, understanding relationship dynamics, setting time limits, and creating a psychological safety. Attendees will then practice these skills in case-based small –group exercises and learn how to turn conflict into opportunities for healing and growth. Special attention will be given to how bias, privilege, and power differentials can precipitate and escalate conflict, and how to recognize and address these dynamics in everyday practice.
- Discover key conflict management styles and when they are most appropriate in medical practice settings
- Employ at least two practical strategies to manage conflict within teams
- Apply structured approaches to real-world conflicts to transform dysfunctional dynamics into opportunities for healing and growth
*This session is also offered at the 2026 Operations Conference
D Series | 3:15PM - 4:05:00PM
D1: Restoring Patient Trust and Loyalty by Improving Communication and Conducting Service Recovery
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Basic | Application
Speakers:
Jasmin Barber, MPH, LSSWB - Patient Experience Outreach Advisor, The University of Texas Health Science Center at Houston (UTHealth Houston))
Chelsea Grear - Patient Experience Specialist III, UT Physicians
Clear, concise, and confident communication is a key driver in building and maintaining patient trust and loyalty. When communication breaks down, it becomes one of the most common sources of dissatisfaction and loss of trust—often leading patients to seek care elsewhere. When empathy and effective communication strategies are used, patient understanding and compliance improve, frustration is reduced, and relational rapport is strengthened. Through real‑world scenarios and interactive discussion, attendees will discover how proactive communication sets expectations, minimizes misunderstandings, and supports safer, more patient‑centered care experiences.
When a poor experience occurs, it is more effective to take a proactive approach to service recovery rather than a reactive one. A proactive approach addresses the patient’s concerns in real time before they escalate into a formal complaint. A reactive approach often leads to delays in resolution, which in turn increases patient dissatisfaction. By using proactive service recovery techniques in real time, attendees will learn how these actions can repair and rebuild trust, re‑establish connection, restore loyalty, and reframe the experience in a less negative way.
- Identify communication breakdowns and intervene before issues escalate.
- Outline clear, concise, confident, and empathetic communication techniques to improve patient understanding, trust, and loyalty.
- Apply proactive service recovery strategies that address concerns in real time and rebuild patient trust and loyalty.
D2: Prioritizing Action with Matrices
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Application
Speaker:
Kevin W. Donovan, FACMPE - Managing Director, Physician Enterprise Solutions, Warbird Healthcare Advisors
Attendees will leave this session with practical tools they can use right away to focus on what matters most to them. The session introduces two proven frameworks: the Eisenhower Matrix for managing daily tasks and the Priority Matrix for guiding organizational decisions. Together, these tools help leaders separate the urgent from important, identify quick wins, and avoid low-value work that drains time and resources.
Medical group leaders often face competing demands, financial pressures, and constant change. Through case examples from multispecialty practices, participants will see how these matrices improve decision making, strengthen planning, and align teams around shared goals.
The session includes discussion and application exercises, giving participants the chance to reflect on their own challenges and leave with strategies that can be put into practice immediately.
This presentation will be based on work originally published in MGMA Connection, July 2025.
- Apply the Eisenhower Matrix to improve personal task management
- Evaluate initiatives with the Priority Matrix to balance effort and impact
- Create an action plan that directs team energy toward the highest priorities
D3: Understanding Profitability
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Intermediate | Analysis
Speaker:
Beverlee Shellum, MBA, CFO / Director of Finance, South Lake Clinic, P.A.
As healthcare margins tighten and cost pressures increase, practice leaders can no longer rely on revenue alone to gauge financial health. True profitability lies in understanding the relationship among providers, CPT® codes/procedures, and payers. This session will explore how to use analytics and visual storytelling to uncover hidden financial inefficiencies and identify strategic opportunities across your practice. Attendees will learn how to build and apply a profitability framework that isolates margin performance at the provider, CPT®/procedure, and payer levels. Common profitability leaks include under-reimbursed services, unbalanced payer mixes, and provider-level inefficiencies; this presentation will share tools to help you identify and address these issues. The session will also cover cost allocation modeling, contribution margin analysis, and integration of operational and financial data. Attendees will leave with practical next steps to implement profitability dashboards that support better decision making and drive margin growth without sacrificing clinical quality. This session is designed for CFOs, practice administrators, and data analysts who support financial performance and want a clear path from financial reporting to strategic insight.
- Analyze provider, CPT®/procedure, and payer-level data to identify hidden drivers of financial inefficiency and margin leakage
- Organize profitability dashboards and visual analytics to evaluate trends and support strategic operational and financial decisions
- Compare profitability across providers, services, and payers to inform cost allocation, enhance revenue cycle performance, and optimize payer mix
*This was a Conference favorite at the 2026 Finance Conference
June 3rd, 2026 - Day 2
Welcome | 9:40AM- 9:50AM
E Series | 10:00 AM -10:50 AM
E1: Leading High-Performance Revenue Cycle Teams
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Intermediate | Analysis
Speaker(s)
Shawntea Gordon, MBA, FACMPE, CEO, Atlas & Perpetua Healthcare
Kem Tolliver, CPC, FACMPE, BS, CEO, MRCS
With rising labor costs and burnout at an all-time high, leading revenue cycle teams requires both operational insight and people-first leadership. This session highlights staffing models, automation, and outsourcing options that enhance productivity while maintaining service quality. Attendees will explore proven techniques to improve morale, reduce turnover, and engage employees in performance improvement. The discussion will address how to align team KPIs with organizational strategy so that staff contributions directly support financial outcomes. Leaders will leave with actionable steps to build resilient, high-performing revenue cycle teams.
- Analyze staffing models, automation options, and outsourcing arrangements to maximize productivity
- Differentiate leadership techniques that improve morale, reduce burnout, and retain top talent
- Organize team performance metrics (KPIs) to align with organizational goals for better outcomes
*This was a Conference favorite at the 2026 Finance Conference
E2: First Impressions, Lasting Impact: Optimizing Front-End Operations in Multispecialty Clinics
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Intermediate | Application
Speaker:
Nykol T. Jefferson, BS, MHA, MBA, PPMC, Practice Manager II, University of Colorado-School of Medicine
Front-end operations are the heartbeat of medical practices, shaping patient satisfaction and financial stability. In high-volume outpatient clinics, these workflows often suffer from inconsistent processes, unclear staff expectations, and high turnover among non-clinical staff. Drawing on real-world examples from multispecialty medical and surgical clinics, attendees will learn how to reduce bottlenecks (registration, check-in, scheduling), improve patient throughput, and build a culture where non-clinical staff feel supported in their roles. The session emphasizes scalable, technology-agnostic approaches that can be applied across multiple specialties and EHR platforms, giving leaders tools they can use immediately to strengthen front-end operations and elevate the overall patient experience.
- Manage common operational challenges that create front-end bottlenecks in outpatient clinics
- Apply strategies to improve check-in, registration, and scheduling efficiency while enhancing patient satisfaction
- Use staff engagement and role-clarity practices to improve non-clinical staff retention
*This session is also offered at the 2026 Operations Conference
E3: Streamlining Practice Operations: Making Your Systems and Workflows Work Together
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Interactive | Intermediate | Analysis
Speakers:
Julia Rosen, MBA - Senior Vice President, Information Technology, MGMA
Jason Craig, MBA, FACMPE - Regional Vice President of Ambulatory Care, SSM Health
In this interactive, workshop-style session, we’ll tackle a challenge many practices face: too many disconnected systems creating extra work, duplicate data, and workflow slowdowns. Together, we’ll explore practical ways organizations are simplifying their technology landscape — deciding which tools to keep vs. retire, improving how information moves between systems, and reducing day-to-day operational friction. We’ll focus on real-world approaches that help teams work more efficiently and gain better visibility into operations without requiring a major IT overhaul. Participants will leave with simple, practical frameworks they can use to assess their current environment and prioritize changes that deliver meaningful workflow improvements. Participants are encouraged to bring real-world scenarios or questions, and facilitators will workshop practical approaches together.
- Identify common sources of workflow inefficiency across disconnected systems
- Evaluate which tools to retain, integrate, or retire
- Apply practical frameworks to prioritize operational improvements
*This session was a conference favorite at the 2026 Operations Conference
F Series | 11:00 AM - 11:50 AM
F1: A Rolling Stone Gathers No Moss: Best Practices for Advanced Practice Provider Retention
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Intermediate | Application
Speaker:
Elizabeth D. Deck, DNP, FNP-BC, BC-ADM, CDCES, Senior Advanced Practice Provider, Riverside Medical Group
While nurse practitioner fellowships and residencies are common in large teaching hospitals and health systems, smaller healthcare facilities and medical groups also need effective strategies to retain advanced practice providers (APPs). Continual turnover frustrates teams, disrupts continuity, and can undermine quality of care and outcomes. This session explores how both new graduate and experienced APPs can be supported using the talents and strengths already present in your organization. With the right culture and role clarity, practices can help APPs submerge into their roles and fully integrate into the organization, which helps drive improved retention, patient satisfaction, and cost containment.
- Apply workplace development opportunities for improved APP retention
- Employ experienced, valued staff as teachers and mentors to strengthen APP integration, satisfaction, and retention
- Use existing organizational processes and resources to build a sustainable APP retention strategy
F2: Addressing the Gaps: Improving Contact Centers and Patient Communications- Panel Insights
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Analysis
Medical practices continue to struggle with high call volume and limited staff capacity. Phones go unanswered. Messages pile up. Follow up is delayed. Patients become frustrated and staff feel overwhelmed. To address these gaps, many practices are using contact center and patient communication tools such as texting, appointment reminders, automated calls, chatbots, and two way messaging. In this panel discussion, subject matter experts from Helio, Hello Patient, and Insight Health AI will share clear examples of how medical practices are using these tools to handle routine communication, reduce missed calls, and improve patient follow up. The discussion will focus on real practice workflows, and the decisions administrators face when choosing communication methods. Attendees will leave with a clearer understanding of where these tools help, where they fall short, and how to apply them in ways that support staff and patient access.
- Identify common gaps in contact center and patient communication workflows, including missed calls, long hold times, and delayed follow up.
- Review everyday use cases for texting, reminders, automated calls, chatbots, and two way messaging related to scheduling, recalls, referrals, billing questions, and inbound requests.
- Apply workflow and staffing considerations that help patient communication tools reduce workload instead of adding new steps.
F3: Now What? Surviving Coding and Compliance Audits, and Government Investigations
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Interactive | Intermediate | Application
Speaker(s)
Michelle J. Wright, M.S., Advisor / Principal, EBG Advisors / Certus Consulting
Kathleen M. Premo, J.D., Member of the Firm, Epstein, Becker & Green
Anjali N.C. Downs, J.D., MPH, Member of the Firm, Epstein Becker & Green
Your practice is the subject of a government audit. Now what? Audits and investigations are a fact of life for medical groups, but few leaders are fully prepared when the notice comes. Medicare, Medicaid, and commercial payers are expanding oversight, and even small coding errors, documentation gaps, or compliance missteps can quickly escalate into serious risk. The impact goes far beyond dollars. Financial penalties are significant, but reputational harm, regulatory scrutiny, and loss of trust can be just as damaging. How you respond — and how quickly you engage the right support — often determines whether the outcome is manageable or catastrophic. This session offers a candid discussion of the hard truths and critical lessons in responding to coding and regulatory issues. Attendees will gain insight into the types of audits most common in fee-for-service and government payment programs, the risks associated with each, and what investigators are really looking for. Participants will walk through a vignette that traces the response to an audit notice — from initial letter through risk mitigation — to help leaders be better prepared. In an interactive style format, the speakers will provide strategic and hands-on guidance for practice leaders. In an interactive format, Michelle Wright, EBG Advisor and former payer executive, will engage Kathleen Premo, EBG Member of the Firm and former General Counsel, and Anjali Downs, EBG Member of the Firm and healthcare regulatory expert, to provide both strategic and hands on guidance for Finance leaders.
- Report common types of audits and investigations affecting medical practices, including those initiated by Medicare, Medicaid, and other government payers
- Apply a structured approach to assessing the financial, operational, and reputational risks associated with audit and investigation activities
- Manage responses to audit requests and investigations, including when to involve legal counsel to preserve privilege, protect organizational interests, and minimize business disruption
*This was a Conference favorite at the 2026 Finance Conference
MS2: Generative AI for Leaders: STAYING AHEAD IN A MACHINE-DRIVEN WORLD | 12:00pm – 1:00PM
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Basic | Comprehension
Strategic Decisions
Speaker:
Crystal Washington, Futurist, author, and Hall of Fame Speaker
The AI-driven future of work is here, and generative AI is rapidly becoming a vital tool for achieving business success. Technologies like ChatGPT are no longer just optional productivity boosters—they are transforming how professionals work, innovate, and compete. If you’re not leveraging AI effectively, your competitors already are. In this highly engaging keynote, Crystal Washington will reveal the latest breakthroughs in generative AI and how you can safely harness them to drive efficiency, innovation, and competitive advantage.
- Explore how tools like ChatGPT are reshaping your industry and transforming business operations.
- Describe strategies for integrating generative AI into workflows to maximize productivity and results.
- Discover best practices and ethical considerations for using AI responsibly in business.
Resource Groups | 1:05PM – 1:35PM
RG4: Intergenerational Leadership: Navigating Growth Across Career Stages
Featuring Early, Mid, and Later Careerist Healthcare Leaders
This session brings together leaders from across career stages to explore how leadership evolves over time. Through shared experiences and open dialogue, panelists will discuss career transitions, mentorship, succession planning, and sustaining purpose at every stage of a healthcare career.
RG5: Health Equity in Leadership: Representation, Advocacy, and Impact
Featuring Black Healthcare Leaders, LGBTQIA+ Healthcare Leaders, and Hispanic/Latinx & AAPI Healthcare Leaders
This session highlights how inclusive leadership and lived experience drive stronger healthcare organizations. Leaders will share personal journeys, discuss advocacy and mentorship, and explore how representation and allyship contribute to more equitable systems of care.
RG6: Women in Healthcare Leadership: Growth, Influence, and Collective Strength
Featuring Women Healthcare Leaders
This session focuses on leadership growth, connection, and influence among women in healthcare. Panelists will share insights on navigating leadership paths, building networks, and supporting one another through mentorship and shared experiences.
Solution Spotlights | 1:45PM – 2:00PM
SS4: Solution Spotlight | Rivet
Andrew Harding - VP & Co-Founder
Join Andrew as he shares how Rivet gives your revenue team the clarity and control they’ve been missing by turning messy payer data into clean, actionable insights. With automated underpayment detection, transparent contract modeling, and real time denial analytics, Rivet helps you recover more revenue with far less manual work. It’s a smarter, faster way to protect margins, streamline workflows, and finally get paid what you’re owed.
SS5: Solution Spotlight | MGMA CMA Certification, Powered by U.S. Career Institute
Rob Fershtman - Senior Director of Corporate Partnerships & Business Development
U.S. Career Institute gives learners a flexible, affordable path to job ready skills through fully online, self paced certificate and degree programs designed for real world careers. With hands on training, clear career pathways, and support built around busy schedules, USCI helps people upskill quickly without disrupting work or family life. It’s a practical, high impact way to develop talent, boost confidence, and create stronger teams through accessible education.
SS6: Solution Spotlight | Confido Health
Chetan Reddy, MSc - Co-Founder & CEO
Confido gives your team a smarter, more connected way to manage patient care by unifying communication, scheduling, and clinical workflows into one intuitive platform. Let Chetan show you what's possible with real time updates, streamlined coordination, and tools built to reduce administrative friction, Confido helps clinicians stay aligned and patients feel supported throughout their care journey. The result is a smoother operation, better outcomes, and a care experience that feels personal, modern, and effortless.
G Series | 2:10PM – 3:00PM
G1: Unlocking the Power of MGMA DataDive — From KPIs to Actionable Insights
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Analysis
Speakers:
Liz Gurley - Account Manager, MGMA
Jennifer Sanchez, BSHA, PPMC - Data Strategist, MGMA
Mike Gracz - Sales Manager, MGMA
Join MGMA subject matter experts and fellow members for an interactive workshop designed to help you maximize the value of MGMA Data Dive. This session will guide you through identifying the most impactful KPIs, leveraging the tool’s advanced features, and transforming data into meaningful strategies for your practice. You’ll learn how to build custom reports and dashboards, apply analytics to improve operations, design effective compensation plans, and explore new functionalities—all while networking with peers and MGMA experts.
- Identify and track the most critical KPIs for operational and financial success.
- Apply data analysis to drive meaningful changes in workflows, patient access, and financial performance.
- Discover new features and best practices while learning from MGMA SMEs and peer experiences.
*This session was a conference favorite at the 2026 Finance Conference
G2: Patient Access and Scheduling: Removing Friction at the Front Door: Panel Insights
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME (*AAPC): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Analysis
Speakers:
Eric Stecker, MD - Chief Medical Officer & Co-Founder, Insight Health AI
David Dyke - Chief Product Officer, Relatient
Xavier de Gracia, MBA - Co-Founder, Prosper AI
Patient access and scheduling remain persistent pressure points for medical practices as demand outpaces capacity and staffing constraints continue. Long wait times, missed appointment opportunities, scheduling backlogs, and limited self service options can frustrate patients and strain front office teams — directly affecting patient satisfaction, continuity of care, and revenue cycle performance.
In this panel discussion, industry experts will explore how practices are improving access through smarter scheduling strategies, digital tools, and workflow redesign. Panelists will share real world examples of how organizations are using online self scheduling, automated waitlists, reminders, referral coordination, and centralized access models to reduce friction and improve appointment conversion. The discussion will examine operational tradeoffs, staffing considerations, and common implementation challenges practices face when modernizing patient access.
- Analyze common breakdowns in patient access and scheduling workflows
- Evaluate practical use cases for access and scheduling tools
- Apply operational considerations and performance metrics that help access and scheduling improvement
G3: AI Reduces Burnout, but Only if Done Right
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Basic| Analysis
Speakers:
Kaled Alhanafi - Co-founder & CEO, Basata
Chetan Patel, PhD - Co-founder & President, Basata
In an era of dwindling reimbursements and chronic staffing shortages, medical group leaders can no longer rely on traditional manual workflows. This session explores the practical application of Artificial Intelligence and automation within the modern practice. We will move beyond the "hype" of AI to demonstrate how specific tools can streamline the revenue cycle, enhance patient engagement, and—most importantly—return time to clinicians and staff. Attendees will leave with a roadmap for evaluating AI vendors and a strategy for implementing "human-in-the-loop" automation that prioritizes both ROI and patient care.
- Identify specific administrative bottlenecks in the practice (e.g., prior authorizations, coding, scheduling) that are prime candidates for AI automation.
- Examine gaps between contracted, templated, and actual physician hours to strengthen workforce alignment, improve access, and ensure sufficient capacity for proactive, risk-bearing care models
- Develop a framework for assessing AI vendor security, HIPAA compliance, and integration capabilities with existing EHR/PM systems.
H Series | 3:10PM – 4:00PM
H1: Health Information Technology Policy Washington Update: Regulations, Resources & Preparing Your Practice
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Analysis
Sam Meklir - Associate Director, Government Affairs, MGMA
As federal health IT policies continue to evolve, medical groups face increasing demands and pressures to adapt how they deliver care, manage operations, and meet new requirements. In this session, MGMA Government Affairs staff will break down key federal health IT developments, including proposed changes to electronic health record certification, new requirements for electronic claims attachments, updates to HIPAA transaction standards, and developments in Artificial Intelligence. Walk away with clear, practical insights and resources to help your practice prepare for new requirements and navigate evolving policy changes.
- Understand key regulatory developments in health IT
- Explore policy changes impacting medical group operations
- Identify resources to support policy implementation and readiness
H2: Designing Physician Partnership Models for Recruitment, Retention, and Continuity
Eligible for: ACMPE: 1.0 | ACHE: 1.0 | CEU: 1.0 |CME (*AAPC): 1.0 | CPE: 1 | PDC: 1.0
Traditional | Advanced | Synthesis
Speakers:
Tara Osseck, MHA - Senior Vice President of Recruitment, Jackson Physician Search
Matthew A. Phillips, JD, MBA - Managing Director, City Capital Advisors
Partnership is often the single most powerful tool for recruiting and retaining physicians in private practices, yet many groups struggle to clearly define and communicate partnership pathways in ways that resonate with today’s physicians, particularly those weighing employment. Misaligned expectations can surface within a few years after hire, contributing to early turnover and long-term instability. This session explores how physician owners can intentionally design and articulate partnership models that align their legal structure, financial realities, and practice culture. The session will examine common breakdown points at the front of the partnership lifecycle, namely recruitment and into associate years. The discussion will focus on how owners can refine internal decision-making and position partnership as a credible long-term value proposition that supports continuity, leadership succession, and the mission of independent practice.
- Design a partnership recruitment and messaging pathway that aligns the practice’s ownership value proposition with realistic expectations and financial structure for prospective physicians
- Develop a framework that explains partnership timelines, milestones, and trade-offs to early-career physicians in clear, consistent language across interviews, offer materials, and onboarding
- Construct your expectation-alignment tools — key talking points, FAQs, and “red-flag” questions — to surface fit and reduce early misunderstandings about the path to ownership
*This session was a conference favorite at the 2026 Private Practice Conference
H3: Improving Provider Billing Behaviors and Accuracy With MGMA Benchmarks
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Application
Edward O'Beirne - Senior Director of Provider Education, Mayo Clinic
Evaluation and Management (E/M) billing is the bread and butter of all non-procedural practices and care settings, yet many physicians and other providers approach this critical function with ambivalence, misconception, and ignorance. In this presentation we will reveal some effective ways of using MGMA E/M billing data, and your own internal E/M data, to target providers individually and in groups for documentation and billing review. We will discuss some of the key elements to successful presentation of findings and recommendations to providers in ways that will actually compel them to document and bill more accurately. Whether you are revenue-focused or compliance-focused, MGMA benchmarks are a valuable asset in your quest for correct billing.
- Understand the benefits and pitfalls of using internal and external E/M billing benchmarks
- Discover the power of comparison, competition, and visual presentation in influencing provider billing behaviors
- Explore scalable data modeling for accurate and compelling success metrics
June 4th, 2026 - Day 3
Welcome | 9:40AM – 9:50AM
I Series | 10:00AM – 10:50AM
I1: AI for Independent Practices: Where to Start and Who to Trust
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Application
Pete Shalek - Co-Founder and CEO, Valerie Health
Independent practices are being pitched AI solutions from every direction, but many leaders still face the harder question: Where should they start, and how do they know whom to trust? In this moderated discussion, an MGMA editor and the co-founder and CEO of Valerie Health will cut through the noise with a practical framework for evaluating AI opportunities in medical group operations. The conversation will explore how to identify a high-impact first use case, match AI investments to goals such as patient growth, provider efficiency or revenue-cycle improvement, and pilot responsibly before scaling. Attendees will also hear what to ask vendors about results, implementation, human oversight, customer references and accountability before committing to a solution.
- Identify the front-office, referral, scheduling, patient communication or revenue-cycle workflows best suited for an initial AI pilot in an independent practice
- Discuss how practice leaders can match AI opportunities to specific operational goals, such as patient growth, provider efficiency, staff capacity or improved collections
- Review practical criteria for evaluating AI vendors, including workflow fit
I2: Leadership Lessons from a Gardener: 6 Essentials for Cultivating a Thriving Team
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Application
Kristin Baird, MHA, BSN - President/CEO, Baird Group
Is your leadership style more like a mechanic or a gardener? Mechanics step in after something breaks—fixing problems reactively and moving on to the next issue. Gardeners, on the other hand, focus on creating the right conditions so problems never take root in the first place. In medical practices facing relentless workforce challenges, a mechanic’s approach—reactive hiring, quick fixes, and constantly patching issues—often leaves leaders permanently behind. By contrast, practices led by “gardener” leaders intentionally cultivate environments where staff engagement thrives and turnover becomes the exception rather than the rule.
This session equips practice leaders with a practical framework for shifting from fix it mode to cultivation mode. You’ll learn how to apply six essential gardening principles to your leadership approach:
• Preparation: Creating the foundational conditions for engagement
• Selection: Hiring for cultural fit and long-term growth potential
• Planting: Onboarding practices that help people take root quickly
• Feeding and watering: The daily leadership behaviors that sustain engagement
• Pruning: Performance management that strengthens individuals and the organization
• Weeding: Addressing toxic behaviors before they choke your culture
Participants will leave with a self assessment tool to evaluate their current leadership practices across these six areas, along with a clear, actionable plan for becoming the kind of leader people don’t want to leave.
- Apply six evidence-based practices that create cultures of engagement
- Use a diagnostic tool to identify your greatest opportunities for leadership growth
- Develop an action plan for reducing turnover through intentional culture cultivation
I3: Get off the Band Wagon - Reclaiming Physician Autonomy in a Broken Payer System
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Advanced | Evaluation/Create
Speaker(s):
Marcia L. Graham, MPH, FACMPE, CPC, CPQH Founder/Owner, Physicians' Ally, Inc.
Physicians are the backbone of a healthcare landscape stretched to its limits. With a growing shortage of providers and increasing administrative burdens, it’s time to confront the dysfunction payers create. This session challenges practice leaders to rethink their payer relationships and stop following outdated norms. We will examine when and how to exit silent PPOs, reject managed Medicare contracts that erode margins, and demand Gold Card authorization waivers to eliminate unnecessary delays. Attendees will learn how to push back against homegrown payer fee schedules that lack transparency, and resist lower fee schedules by line of business or provider license types, such as NPPs. Physicians must define and dictate the terms under which they will continue to see insured patients without defaulting to concierge medicine. This session will equip attendees to advocate for fair compensation, reduce administrative friction, and support sustainable independent practice. Through real-world examples and tactical strategies, participants will leave with a blueprint for renegotiating contracts, asserting control over clinical workflows, and restoring balance in a system that has long favored payers over providers.
- Assess common payer contracting practices for their impact on physician autonomy and practice margins
- Determine strategies to negotiate, exit, or reshape payer agreements while reducing administrative burden
- Recommend an action plan that empowers your physicians to lead in negotiations and aligns your practice's participation agreements with the payers in your market
*This was a Conference favorite at the 2026 Finance Conference
J Series | 11:00AM – 11:50AM
J1: Beyond the Exam: Real-World Ways Leaders Apply the Body of Knowledge and value of ACMPE
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Application
Robert Bush, FACMPE -Chief Executive Officer - Retired, Austin Diagnostic Clinic
Jason Raidbard, FACMPE - Executive Administrator, University of Chicago
What does it take to lead effectively in today’s medical practice environment, and how do you build those capabilities intentionally? This panel explores how practice leaders use the Body of Knowledge for Medical Practice Management to create a well-rounded skill set, guide professional development, and drive practice improvement. Panelists will share examples of using the BOK to: assess organizational gaps, structure cross-functional initiatives, develop staff and physician leaders, and create a personal development roadmap. Attendees will walk away with a simple approach to translate the BOK into day-to-day action—and understand how the CMPE and Fellowship pathways align with that growth.
- Apply the BOK as a diagnostic map to categorize a real operational or leadership challenge and identify which domains/tasks should drive next steps.
- Design a practical professional development plan using the BOK and ACMPE (strengths, gaps, and targeted learning) that can be used for role growth, performance conversations, or career transitions.
- Adapt to use BOK-based tools (e.g., project checklist, staffing/job description alignment, practice assessment) to improve decision-making and execution in a medical practice setting.
J2: The New Economics of Revenue Cycle: AI, Benchmarking, and Cost Containment
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Traditional | Advanced | Evaluation/Create
Speaker(s):
Shannon Cameron, MBA, MHIIM, CPC, Chief Operating Officer, Harvard Medical Faculty Physicians
The economics of the revenue cycle have shifted, and leaders must move beyond traditional metrics to a more holistic, data-driven approach to performance management. Rising costs, payer pressure, and the pivot to value-based care demand a new economic model for the revenue cycle — one that treats cost containment not as cutting, but as investing smarter. This session will move beyond surface-level KPIs to explore how next-generation benchmarking, Lean Six Sigma discipline, and artificial intelligence converge to create a new framework for financial performance. Attendees will learn how to calculate the true economic impact of inefficiencies, benchmark against high-performing peers with intelligence (not averages), and use predictive analytics to anticipate — not just react to — revenue challenges. Designed with an executive lens, this session connects frontline process improvements directly to operational and financial strategy. It reframes the revenue cycle as a strategic engine for growth, resilience, and payer leverage in a margin-compressed market, with cost containment as the discipline that turns efficiency into lasting financial advantage.
- Assess cost containment approaches to determine how disciplined investment can strengthen financial resilience and payer positioning
- Evaluate opportunities to use AI-driven analytics and peer benchmarking to anticipate revenue cycle risks, uncover hidden inefficiencies, and guide smarter decision-making
- Recommend ways to connect frontline process improvements — denial prevention, cost-to-collect optimization, workflow redesign — to enterprise financial strategy and growth
*This was a Conference favorite at the 2026 Finance Conference
K Series | 12:05PM – 12:55PM
K1: UPSTREAM Leadership: Why Firefighting Is a Choice
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Analysis
Dana M. Moore, MBA, MPH - Healthcare Operations Executive, Independent
Firefighting has become the default operating mode in many medical practices. Leaders solve problems personally, make rapid decisions, and keep operations moving—but often at the cost of burnout, turnover, and fragile performance. When systems fail to absorb variability, work, risk, and emotional labor escalate to leaders, leaving root causes unresolved.
This session reframes chronic urgency, staff burnout, and leadership fatigue as system design problems, not resilience failures. Drawing on experience across multi-site, multi-specialty organizations, the presenter introduces an upstream leadership framework that helps leaders identify where operations rely on heroics instead of durable systems.
Participants will examine how workflow design, decision clarity, escalation pathways, and operational margin influence staff retention, patient access, and performance stability. With a practical, interactive focus, attendees will learn how to redesign systems so problems are resolved earlier, work is held at the right level, and practices perform reliably—without constant executive intervention.
- Analyze system design failures driving chronic operational firefighting
- Evaluate workflows and escalation pathways causing leadership burnout
- Prioritize upstream system changes to improve stability and retention
K2: 5 Healthcare Trends Poised to Disrupt Medical Practice Management in the Next 5 Years
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Intermediate | Analysis
Les Jebson, MHA, MBA, FACHE, FACMPE - Regional Administrator – Outpatient Therapies, Ambulatory Surgery Centers, Orthopedics and Sports Medicine Services, Prisma Health – South Carolina
Medical practices are entering a period of rapid transformation driven by advances in technology, data, and new models of care delivery. Over the next five years, artificial intelligence, virtual and hybrid care, precision medicine, robotics, and advanced data interoperability will fundamentally reshape how clinicians diagnose, treat, document, and interact with patients. These disruptions will alter clinical workflows, staffing models, financial structures, and patient expectations. This thought provoking and highly interactive presentation explores the five most impactful trends poised to disrupt medical practices and provides practical insight into how medical practice administrators can prepare, adapt, and strategically leverage these changes to improve outcomes while reducing burden and risk.
- Identify the five key trends most likely to disrupt medical practices over the next five years.
- Understand how artificial intelligence and automation will change clinical workflows, documentation, and decision-making.
- Apply strategic considerations to prepare their organization or practice for successful adoption of emerging technologies.
Solution Spotlights | MGMA Benefits and Community! | 1:05PM – 1:20PM
SS7: MGMA Benefits | Tools and Resources
Jeff Takacs- Product Manager, Training and Development, MGMA
Did you know you’ve got a whole world of tools, education, and resources right at your fingertips? Spend a few minutes with Jeff, MGMA’s Product Manager of Training and Development, and discover all the powerful member benefits you might be missing out on.
SS8: MGMA Member Benefits | Ways to Get Involved
Rebecca Halfhill, MS, PPMC - Product Support Strategist, MGMA
Say hi to Rebecca — trust us, you’ll see why members adore her. She’s your inside guide to all things MGMA and can show you exactly how to get connected, get supported, and join the community you’ve been craving.
GA1: Washington Policy Outlook with MGMA Government Affairs | 1:30 PM – 2:20 PM
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1 | PDC: 1
Traditional | Basic | Comprehension
Government Affairs
Speakers:
Madison Hynes, MPP - Associate Director, Government Affairs, MGMA
James Haynes, JD - Associate Director, Government Affairs, MGMA
Hannah Grow - Associate Director, Government Affairs, MGMA
In this session, MGMA Government Affairs staff will provide an update on current and potential policy developments impacting medical group practices. The speaker will discuss the latest legislative and regulatory issues covering topics such as Medicare reimbursement, telehealth, quality reporting, and surprise medical billing.
- Identify key regulatory developments
- Discuss legislative issues impacting medical groups
- Describe MGMA advocacy initiatives
MS3: Unlocking Limitless Possibility – One Bold Dream at a Time
Eligible for: ACMPE: 1 | ACHE: 1 | CEU: 1 | CME(AAPC*): 1 | CPE: 1.2 | PDC: 1
Interactive | Basic | Comprehension
Leading People
Speaker: Sebastian Terry, Keynote Speaker Author
What if a keynote could turn bold dreams into reality—live on stage? More than just a talk, this is an experience. Through masterful storytelling, high-impact messaging, and audience interaction, this experiential keynote uses real-time participation to prove that action makes anything possible. Guided by his powerful Me, You, Us philosophy, this immersive session brings audience members’ biggest goals to life in ways that ignite any conference. Whether it’s helping someone conquer their fear of public speaking, launching a business idea with AI, or sending someone skydiving on the spot, Seb works closely with event organizers in advance to craft surprise, high-impact moments that spark inspiration, connection, and action. Beyond creating unforgettable energy and goodwill, this keynote fuels innovation, engagement, and breakthrough performance—making it the perfect opening session or the ultimate high-note closing for a content-heavy event.
- Discuss how taking action is the key to unlocking limitless possibilities.
- Identify the tools to turn individual aspirations into collective momentum.
- Outline actionable strategies to break through self-imposed limits, embrace bold decision-making, and fuel innovation in your personal and professional life.
Total Possible Credits
By attending live sessions, attendees can qualify for up to the following credit totals:
ACMPE: 16 | ACHE: 16| CEU: 16 | CME(AAPC*): 16 | CPE: 16 | PDC: 16
Claiming Continuing Education Credits
To claim your credit, please visit the CEU Portal on MGMA.com.
*Claiming AAPC Credits
For attendees seeking AAPC credit, AAPC will honor our CME credits 1:1 for AAPC credits from this conference. Please complete your session and overall evaluations, download the Conference Credit Certificate, and return it to AAPC for the 1:1 CME to AAPC credit award. For additional information, please see the link and use the subsection titled “CMEs and AMA PRA Category 1 credits for CEUs”.
On demand: ACMPE and CEU only
ACMPE credit beyond the 16 live hours are available through self-reporting
Instructions for claiming:
Live credit claiming will be available starting June 5, 2026. All live credit will need to be claimed at once in the Credit Claiming Portal. You cannot claim additional credits or edit your transcript once you submit.
All sessions are available after the event, On-Demand from June 5th, 2026, to July 3rd, 2026.
