Non-Profit Healthcare - FQHC/Rural/Behavioral/Other

5th Annual Educational Symposium

About this Symposium

The 2023 agenda is coming soon.

In the meantime, checkout last year’s agenda for program format, dining and entertainment all taking place on the enchanting grounds of The Royal Palms Resort and Spa.

December 6th - 8th, 2023
Royal Palms Resort & Spa, Phoenix, AZ

Trends that will be discussed:

During the symposium, you will have the opportunity to learn about the following topics and more directly from industry experts as well as your own peers that have implemented one or more retention strategies and the success they have experienced.
How to bridge the retirement income gap to allow for a proper succession plan to be possible
Strategies to attract and retain key providers & executives
Deep dive into all options that exist to supplement a 401(k) or 403(b) plan in a Non-Profit setting
How to utilize this tool to validate market pay and provide accurate real time competitive data on not just base compensation, but all other perks & benefits as well.
How you can provide education to your board members on what is market for your employees from a compensation & benefits perspective

Learn how leading healthcare organizations are delivering supplemental retirement benefits by dramatically improving the income tax treatment to executive leaders and/or physicians in such plans and improving public optics on the form 990. They are doing this while simultaneously dramatically improving the effect of ER contributions on the organization’s balance sheet & P&L. Simple restructuring of plan type & design can remove expenses & convert liabilities to assets overnight, all while allowing the organization to recover 100% of all contributions with interest at a later date.

How to strike the right balance between cash pay, fringe benefits, perks and retirement benefits
Best practices
Compliance & best practices
best practices

Invited Guests Receive:

  • A complimentary two night stay at The Royal Palms Resort and Spa
  • Welcome Cocktail Reception, Entertainment and Dinner (Included)
  • Educational Seminar (Breakfast, Lunch & Dinner Included)
  • Morning breakfast and Roundtable Discussions with your peers and The Hebets Team

Featured Speakers

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Jim Hebets

President

The Hebets Company,
an NFP company

jamie-hebets

Jamie Hebets

Senior Vice President

The Hebets Company,
an NFP company

melindafigeley

Melinda Figeley

Principal

The Hebets Company,
Hebets HR Solutions

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Alison Kaylor Fink

Senior Vice President

NFP

kameronjones

Kameron Jones,
CPFA, C(k)P

Assistant Vice President

NFP Advisory Services

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Jordan Cook

Vice President

NFP Corporate Benefits

Brian Lee

Brian Lee

Founder

Custom Learning Systems (CLS)
HealthCare Service Excellence Conference

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Jim Simkoff,
MBA, CPA

CFO

Sun River Health

Special Guest Speakers Over The Years

2022

SaraOMeara

Sara O'meara

CEO & Chairwoman

ChildHelp

YvonneFedderson

Yvonne Fedderson

President & Vice Chairwoman

ChildHelp

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Tony Weber, MBA

President & Chief Executive Officer

Golden Valley Health Centers

Paulo-Soares_Chief-Exceutive-Officer

Paulo Soares, MHA

CEO

Camarena Health

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Justin Preas

President & Chief Executive Officer

United Health Centers

2021

JoeMoscola

Joe Moscola, PA, MBA, EVP

EVP, Enterprise Services

Northwell Health

AndrewDeVoe

Andrew DeVoe

EVP & CFO

TriHealth

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Pedro Cons

Chief Executive Officer

Adelante Healthcare

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Sentari Minor

Vice President of Strategy and Chief of Staff

evolvedMD

2019

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Colleen Curtis

CEO

United Health Centers of San Joaquin Valley

KikiNocella

KiKi Norcella

Director of Graduate Medical Ed

Wipfli LLP

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Rich Sirus

SHAREHOLDER & LEADING EXECUTIVE BENEFITS ATTORNEY

Greenberg Traurig, LLP

2018

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Peter Epp

CPA, Partner, Community Health Leader

CohnReznick

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Jim Simkoff,
MBA, CPA

CFO

Sun River Health

Request an Invitation

This is a private symposium for Non-Profit Healthcare CEOs, Board Chairs, & Executive Guests

I WOULD LIKE TO RECEIVE AN INVITATION

As part of our practice we have a nationally dedicated platform specific to the service of Non-Profit Healthcare Organizations, specializing in the areas of Group Benefits, CEO Succession Planning, Executive Compensation Planning, and Provider Total Rewards Packages.

We currently serve over 100 Non-Profit Healthcare Organizations as clients across The United States.

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Jim Hebets

PRESIDENT

The Hebets Company, an NFP company

Jim Hebets is President and Founder of The Hebets Company, and a Registered Representative with Kestra Investment Services, LLC. The National Headquarters for the firm is located in Phoenix, AZ. The firm specializes in the areas of executive compensation and fringe benefit consulting, business succession planning concepts, wealth creation and estate preservation strategies and the facilitation of the purchase of extremely large amounts of life insurance.

Under Jim’s leadership, the firm has established a national prominence and reputation in the following practice areas:

Estate Planning for the “Exceptionally Wealthy”

Individuals and/or families throughout the United States. Jim has spent over 50 years serving many of our country’s wealthiest families and has developed long-term relationships that have now become multi-generational.  Privacy, confidentiality, trustworthiness, cutting edge creativity and a deep and abiding concern for the personal well-being of each family member defines the essence of Jim’s involvement with his clients. Jim is often asked to play the role of “facilitator” when the “human” issues become complex.  Ultimately, each client engagement needs a quarterback who actively and consistently monitors and reviews the ever-changing circumstances surrounding the lives of high-net worth individuals. Jim cherishes the personal touch involved in maintaining this style of relationship.

Executive Compensation and Fringe Benefit Consulting

Many wealthy families built their net worth in large part by creating and leading some of our countries most famous businesses. Jim is often asked to assist in the creation and execution of the Executive Compensation arrangements that these businesses utilize to attract, reward, motivate and retain the senior leadership team. The firm clients are located throughout the United States and include both mid to large size public and privately owned enterprises, as well as many tax exempt organizations.

Succession Planning

Many of the firm’s oldest and largest clients came to have Jim assist them in monetizing the wealth they had developed in their business interests. They chose the firm of The Hebets Company and Jim individually, because of his extensive background in understanding how to integrate the planning process of monetizing their business interests within the context of their overall estate plan. 

Health Care Organizations

Jim and his firm is the lead partner facilitating a strategic national approach to Health Care Organizations. The Hebets Company has over 50 years of experience in delivering some of the highest quality compensation and benefits consulting and service to healthcare executives and providers around the country.

Jim has also had an extensive involvement in charitable works in a wide variety of areas. His most passionate involvement is in his role as the Executive Vice President of the National Board of Directors of Childhelp – the nation’s oldest and largest not-for-profit agency serving abused and neglected children. Childhelp founders – Sara O’Meara and Yvonne Fedderson are currently nominated for the Nobel Peace Prize

Jim and his wife Carol are blessed to have five children and eight grandchildren who are a constant source of joy in their lives.

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Jamie Hebets

SENIOR VICE PRESIDENT

The Hebets Company, an NFP company

Jamie Hebets is a registered representative with Kestra Investment Services, LLC and joined NFP in 2012. The national headquarters for The Hebets Company, an NFP company, is located in Phoenix, AZ, and specializes in executive compensation and fringe benefit consulting, business succession planning concepts, wealth creation, estate preservation and life insurance.

Jamie joined the firm in 2012 and is currently the Senior Vice President as well as the long-term succession plan for the firm. Jamie has assumed a significant leadership position within a firm with over 50 years serving many of the nation’s wealthiest families and that has also developed long-term relationships that have now become multi-generational.

The Hebets Company, an NFP company, has over 50 years of experience in delivering some of the highest-quality compensation and benefits consulting and service to health care executives and providers around the country. Jamie has assumed a significant role in the education and design process of these executive retirement benefits, as well as the individualized education and enrollment for the participants of these plans.

Jamie has also had an extensive involvement in charitable works, including serving as a Board Member of Future for Kids, a nonprofit agency serving at risk youth throughout the City of Phoenix.

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Melinda Figeley

PRINCIPAL

The Hebets Company, Hebets HR Solutions

Melinda Figeley has over 25 years of human resources management, financial management and operations management experience. For most of that time, she has served in executive-level roles in industries such as financial services, telecommunications, manufacturing, and healthcare.

Ms. Figeley’s experience includes work in several Fortune 50, 100, and 500 companies. She began her career at General Motors Corporation in Flint, Michigan. She has held positions with Healthcare International, where she was Director of Human Resources; the Texas Surplus Lines Insurance Office, where she was Director of Accounting, IT & Human Resources; MCI Communications, where she was responsible for Texas HR operations; and Broadwing Communications, a national broadband provider, where she was Vice President of Human Resources. Figeley also served as Vice President of Human Resources for RenewData Corp., a national forensic IT and litigation support firm. In addition, she served as Consulting Principal and Sr. Vice President for Human Performance Strategies, an Austin-based international management consulting firm.

Since joining NFP in 2013, Ms. Figeley has built the HR consulting practice into a national presence. She developed and launched NFP’s HR Service and Support Center, which provides employee telephone support, hotline services and on-demand HR advisory support. She also launched NFP’s HR outsourcing services, offering fully customizable, partial or full HR augmentation services. All combined, these services now support hundreds of client companies throughout the US and in the UK.

Ms. Figeley’s variety and depth of expertise includes:

  • Compensation strategy and design, labor market benchmarking; and executive total rewards;
  • Research-based employee engagement methods to drive productivity and business results;
  • Implementation of organizational development strategies to increase performance; and
  • Analysis and deployment of technology solutions to increase efficiency and effectiveness.

Ms. Figeley has been a consultant to hundreds of companies and executives in industries such as: technology, financial services, private equity, oil/gas, health care, manufacturing, wholesale/ retail, real estate, staffing, law, government, and not-for-profit. She has also been a frequent guest speaker/ lecturer on business analytics, effective leadership and various talent management topics. In addition, Ms. Figeley was an instructor for twelve years in the Human Resources Certificate Program at the University of Texas at Austin.

Ms. Figeley is an honors graduate of the University of Michigan. She has served on the Advisory Board of Austin Asset Management Company and was an appointee to the Bureau of National Affairs Personnel Policy Forum in Washington, D.C. In addition, she earned designation as a Senior Professional in Human Resources Management (SPHR) in 1995, and has been a longtime member of the Society for Human Resources Management (SHRM).

In her spare time, Ms. Figeley enjoys travel, sports (especially University of Michigan football), historical fiction, and genealogy. She and her husband reside in Austin, Texas, and are the proud parents of twin ten-year-old boys.

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Alison Kaylor Flink, CPFA

Senior Vice President

NFP

Allison is senior vice president and is responsible for the Texas and the East Coast regions. Part of NFP since 2014, she brings more than 25 years of experience in all aspects of defined contribution and defined benefit plan design and administration. With previous positions at Plan Data, The 401(k) Company, Guardian Pension Services, Hartford Retirement Services, ING/Voya, Lone Star Retirement Services and The 401(k) Concierge, Allison is well-trained in investment due diligence, provider benchmarking, advanced plan design and fiduciary compliance.

Allison is a nationally recognized expert in ERISA issues. 401kWire.com ranked her one of the “Top 300 Most Influential Advisors in Defined Contribution.” She’s a founding adjunct lecturer at UCLA’s The Retirement Advisor University. Napa Net ranked her one of the “Top Women Advisors of 2017 and 2018.”

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Kameron Jones,
CPFA, C(k)P

ASSISTANT VICE PRESIDENT

NFP Advisory Services

Kameron is an Assistant Vice President of Advisory Services. Kameron provides extensive knowledge of the retirement plan marketplace to help NFP’s clients reduce plan-related costs and improve plan-related services through NFP’s live bid provider benchmarking/RFP process. He has assisted hundreds of mid- to mega-market 401(k), 403(b), 457(b), 401(a), NQDC, Cash Balance, and DB plans. Kameron also leads multiple initiatives at NFP to help his clients implement financial wellness programs, enhance their total rewards strategies, and identify any unintentional risks in their holistic benefits offerings.

Kameron was voted multiple times as a National Association of Plan Advisors top advisor under 40. Kameron is an adjunct lecturer for The Plan Sponsor University and teaches classes at University of California Los Angeles, University of Southern California, and University of California Irvine. Kameron graduated from the University of Pennsylvania with a Bachelor of Arts in philosophy, political science and economics and played outside linebacker on UPenn’s football team. Kameron holds his series 65 license, Life/Health license, and property and casualty license in the state of California.

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Jordan Cook

Vice President

NFP Corporate Benefits

Jordan Cook is an experienced benefits advisor dedicated to going above and beyond in helping his client’s overcome challenges and reach their goals. He is focused on intentional employee benefits design, empowering executive benefits, efficient HR solutions and innovative benefits technology.

With 11 years in the employee benefits space, Jordan has developed a strong network and industry expertise. Whether it be implementing a new technology platform, providing guidance on different funding arrangements or developing long-term strategy, Jordan has the knowledge base to help your benefits program flourish.

Brian Lee

Brian Lee

Founder

Custom Learning Systems (CLS)
HealthCare Service Excellence Conference

Brian Lee is one of North America’s leading experts in the field of Healthcare Patient Satisfaction and Staff Engagement.

For two consecutive years, the International Customer Service Association Conference has evaluated him as the number one rated Customer Service Speaker in the World.

Brian has been awarded the designation CSP, Certified Speaking Professional, by the National Speakers Association. Brian is the founder of Custom Learning Systems (CLS) and the HealthCare Service Excellence Conference.

CLS has been in business for 35 years, focusing exclusively on Hospitals and Healthcare.

Dozens of CLS clients have earned regional and national awards for world- class customer and employee loyalty achievements.

Brian is the author of 10 books including “Essential Strategies to Become the Healthcare Employer of Choice” and “Keep Your Nurses & Healthcare Professionals for Life: The four imperatives of how to inspire, retain, motivate and empower patient-focused nurses (and everybody else!).”

In the past 35 years, he has 5,000,000 miles to speak 3,840+ times. He has spoken in every state and province in North America and in 16 countries worldwide.

As a culture change authority, Brian leads a team of 12 world class Speakers/ Implementation Specialists, who facilitate their clients’ efforts to enhance the patient experience, inspire staff engagement and retention, and increase physician satisfaction.

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Jim Sinkoff

DEPUTY CEO & CFO

Sun River Health

Mr. James Sinkoff is the Deputy Executive Officer and Chief Financial Officer for Sun River Health (formerly known as Hudson River HealthCare), and the Chief Executive Officer of Solutions 4 Community Health (S4CH); an MSO serving FQHCs and private physician practices.

Sun River Health cares for over 255,000 general medicine, dental, behavioral health, mental health, agricultural, public housing, homeless, developmentally disabled, HIV and substance abuse patients and families generating nearly 780,000 patient encounters in over 43 clinical sites in both rural and urban settings in 10 counties of the Hudson Valley, 2 counties on Long Island and all of NYC. Sun River Health provides a full range of primary care, behavioral and mental healthcare services including but not limited to pediatrics, internal medicine, family medicine, OB/GYN, dentistry, urgent care, MAT and specific specialty care such as cardiology, endocrinology, and ophthalmology. Over 65,000 patients are managed under a variety of risk-based contacts.

Mr. Sinkoff has worked in all sectors of the healthcare industry starting his career with Ernst & Young as an auditor and then as a senior management consultant to hospitals, physician practices, long term care facilities, and home health agencies. In the late ‘90s, he became the director of managed care financing for Berkshire Health Systems. Subsequently, he became the Chief Financial Officer for Fidelis Care New York (now Centene). Mr. Sinkoff was the Chief Executive Officer of Whitney M. Young Jr. Health Center in Albany, New York, before joining Sun River Health and Solutions 4 Community Health in late 2009.

As the DEO, Mr. Sinkoff oversees all aspects of Sun River Health’s service delivery system; clinical, financial and operational. He has been invited to share his thoughts on many topics including value based systems of care, health equity, IT, interoperability, LEAN and Emotionally Intelligent management. Mr. Sinkoff is a coach to a number of clients seeking to grow and achieve their professional aspirations.

Mr. Sinkoff is an appointed member of the NYSDOH Transparency, Evaluation and HIT Workgroup. He is a member of the board and an executive committee member of the Health Care Transformation Task Force, formerly a part of the Levitt Group. He is a member serving the Robert Wood Johnson Foundation to Improve Health Equity led by the University of Chicago, the Institute for Medicaid Innovation, and the Center for Health Care Strategies. He is a member of the legislative, public policy and sub-committee on health center financing of the National Association of Community Health Centers. He is a member of the board of Amida Care. Mr. Sinkoff is the former chair of the board of the Community Healthcare Association of New York.

SaraOMeara

Sara O'meara

CEO & Chairwoman

ChildHelp

Who I Am: Since 1959, I’ve been co-leading the Childhelp mission to bring awareness to the issue of child abuse, develop intervention strategies and pioneer treatment modalities designed to comprehensibly attack abuse from every angle.

I was President of the Spastic Children’s League and an officer of the National Assistance League. I have served on the boards of international organizations concerned with children’s wellbeing. I have also served as Chairman of the International Alliance of Child Abuse and Neglect as well as being on the board of the National Children’s Alliance. As a board member for the International Union for Child Welfare, I was the sole United States representative among First Ladies and ministers of numerous nations.

A lifetime of professional work in the field has taught me that my most important lessons come from the children of Childhelp. Their courage and hope motivate me every day.

I lost my beloved husband Colonel Robert (Bob) Sigholtz in 2005. Bob was a highly decorated Colonel who fought in three wars – World War II, Korean and Vietnam. He was also the Athletic Director of Georgetown University. My youngest son, Charles, died in 1988 in an auto accident. Both of these remarkable men shaped the vision and values of Childhelp and I know their spirits are forever guiding my heart. I am blessed with my son John Hopkins, stepdaughter, Taryn, and three wonderful grandchildren, all actively dedicated to our mission.

Awards and Achievements: Sara has received more than 100 awards for her service to children, including the Arizona Foundation for Women’s Sandra Day O’Connor Award received in 2004. Others include an award for international collaboration to prevent child abuse presented by the Queen of England; a U.S. Department of Justice award presented by President Ronald Reagan; the Kiwanis World Service Medal and an award from the National Federation of Business and Professional Women’s Clubs. She has been the recipient of several awards in Washington, DC, including the National Caring Award and The Hubert Humphrey Memorial Award at the Touchdown Club, and the Lifetime Achievement Award at the National Charity Awards Dinner. Most recently, Sara, along with co-founder Yvonne Fedderson, have been nominated for the eighth time for the Nobel Peace Prize. Endorsements for the prestigious nomination include letters from U.S. Supreme Court Justice Sandra Day O’Connor and former first lady Barbara Bush, along with numerous politicians, educators, and corporate executives. Just recently she was awarded an honorary doctorate from Northcentral University.

Why I’m Here: For over 50 years I have seen miracles take place when a child is rescued with love, nurtured with care and inspired by hope. I believe every child deserves the right to be free from abuse and neglect in order to reach his or her ultimate potential. Childhelp changes lives and we are honored to have shepherded millions of children to safety with God’s help.

YvonneFedderson

Yvonne Fedderson

CEO & CHAIRWOMAN

ChildHelp

Who I Am: After graduating from the Pasadena Playhouse, I enjoyed acting for film, television and stage, but my greatest role has been dedicating my life to helping needy children for over five decades. Extensive work in a number of humanitarian organizations gave me a framework for volunteer engagement and management that I find invaluable to this day.

My nonprofit training took place through the Assistance League, the Mary and Joseph League, and several professional organizations. I have served on the board of directors of Children to Children, Inc., the International Alliance on Child Abuse and Neglect and remain an honorary board member for The Dyslexia Foundation.

What I Do: Each time I share the story of Childhelp, I always mention that volunteers are the backbone of the organization. When it came time to conceive of a national response to child abuse, I knew the job would require a lot of hearts working together to make this dream a reality. The Childhelp Chapters became a network of helping hands advocating for children across the country. I oversee national Childhelp Chapter fundraising initiatives, volunteer coordination, board development, strategic planning, celebrity stewardship and community outreach/awareness.Sara O’Meara and I steward Childhelp’s mission in Washington D.C., supporting and developing bills designed to protect children from predators. We expanded those efforts to include Childhelp Speak Up Be Safe and Childhelp Speak Up Be Safe for Athletes to secure children in the classroom and during afterschool activities. Our goal is to have every child benefit from these lifesaving tools. I have seen firsthand that nothing is impossible with the right team of philanthropists refusing to give up! Since 1994, I served as president and CEO of my late husband’s company, Don Fedderson Productions. I manage the rights of the television programs he produced, including Family Affair, My Three Sons, and the Betty White Show. I have served on the company’s board of directors for more than 30 years. With more than 25 chapters and auxiliaries, over 2,500 volunteers nationwide and the blessing of more than $2 million annually, our network of philanthropists ensures that 91 cents of each donated dollar directly reaches our children. I have one daughter and a grandson as well as a son with two granddaughters. My late husband Don Fedderson was a remarkable supporter of Childhelp, producing many programs to benefit our work. Don came up with a great motto for our organization that reflected his investment in our little ones: “For the love of a child.”

Awards and Achievements: Yvonne has received more than 100 honors and awards for her service to children, some of which include the National Children’s Alliance’s Champions of Children Award, the State of California’s Legislature’s Woman of the World Award, and the Women’s International Center’s Living Legacy Award. She and Mrs. O’Meara have been given the Kiwanis World Service Medal, the American Ireland Fund Humanitarian Award, The University of California Riverside Chancellor’s Founder’s Award, and Family Circle Magazine’s “Women Who Make a Difference.” Most recently, Yvonne, along with co-founder Sara O’Meara, have been nominated for the eighth time for the Nobel Peace Prize. Endorsements for the prestigious nomination include letters from U.S. Supreme Court Justice Sandra Day O’Connor and former first lady Barbara Bush, along with numerous politicians, educators and corporate executives. Just recently she was awarded an honorary doctorate from Northcentral University.

Why I’m Here: It is impossible to look in the eyes of a child in need and do nothing. In 1959 Sara and I discovered a group of orphans that touched our hearts and we continue to be inspired by the little lives we encounter through this mission of light and love.

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Tony Weber, MBA

President & Chief Executive Officer

Golden Valley Health Centers

Mr. Weber has served as Chief Executive Office for Golden Valley Health Centers (GVHC) since 2014, bringing close to 40 years of leadership experience in the healthcare field. As CEO, Tony leads the organization’s strategic planning efforts and oversees the operations of the organization. GVHC has an operating budget of $163 million, employs over 1,000 staff in 45 clinics across three counties, with over 550,000 patient visits annually. Prior to joining GVHC, Tony served as Vice President and Chief Financial Officer for San Ysidro Health Center, where he was responsible for all financial operations for the expanding organization. Tony earned his Master of Business Administration in Finance from Golden Gate University, and his Bachelor’s in Finance from Brigham Young University. His professional and community service includes having served as Chair of a number of local, state, and national Chief Financial Officer Committees, as a member of Rotary International, and as a board member of the Chamber of Commerce.

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Paulo Soares, MHA

CEO

Camarena Health

Paulo Soares, MHA, was named the CEO of Camarena Health in 2010 and he first joined the organization in 2007 as Chief Operations Officer. Mr. Soares obtained his BS in Health Administration from California State University, Fresno in 2001 and his Master’s degree in Health Administration from Chapman University in 2003. Mr. Soares provides leadership for the administration and management of Camarena Health, which in 2022 served over 56,000 patients for a total of nearly 300,000 encounters throughout its 20 health center locations.

He has over 20 years of experience in healthcare administration. The majority of his career has been serving Federally Qualified Health Centers in addition to working in hospital administration early in his career.

Asides from his leadership within Camarena Health, Mr. Soares also currently serves as the Board Chair for the California Primary Care Association and on the Board of Directors of the California Partnership for Health, Central Valley Health Network, Cal Viva Health Plan, Court Appointed Special Advocates (CASA) of Fresno/Madera Counties and the American Heart Association.

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Justin Preas

President & chief executive officer

United Health Centers

On January 1, 2023 Mr. Preas was asked by the Board of Directors to assume the position of President and CEO upon the retirement of Ms. Colleen Curtis. His selection was consistent with his impressive history of advancement within United Health Centers since 2005 when he began as the Director of Operations.

Justin was quickly promoted to Chief Operations Officer and in 2015 Justin was promoted to Deputy, CEO. Just prior to coming to United Health Centers, Justin was a Leader in the Ambulatory Division at Valley Children’s Hospital. He earned his Bachelor of Science degree in Business Administration from the Craig School of Business at California State University, Fresno.

Justin takes great pride in his role as a leader of this rapidly expanding organization where he is committed to guiding United Health Center’s in its mission to provide quality healthcare with improved access to everyone including new sites in Fresno and other South Valley cities well into the future. Justin has continuously led the organization’s numerous expansion projects and growth which include renovations to existing facilities bringing state-of-the-art designs and interiors for effective patient care, as well as, construction of new health centers and administration buildings.

Mr. Preas has incrementally overseen the expansion of UHC health centers and its services growing from 7 health centers in 2010 to over 30 in 2023 with additional health centers expected to open by the end of the calendar year. In addition, there are strategic initiatives and plans to continue the expansion with numerous construction projects underway in the coming years. Justin has also overseen the addition of expanded patient services that include behavioral health, chiropractic, optometry, digital-dermatology, pediatrics, sports medicine, Urgent Care and free patient transportation services while also centralizing several key functions in customer service.

JoeMoscola

Joseph Moscola, PA, MBA

EVP ENTERPRISE MANAGEMENT

Northwell Health

Joseph Moscola, PA, MBA, is executive vice president, enterprise management for Northwell Health. In this role, Joe leads several critical functions that drive the organization and the care our team members provide, including human resources, information technology, facilities & construction, real estate, management of $2.5 billion in capital every two years and shared services administration. In addition, he will be responsible for leading strategic business initiatives that are driving new revenue streams for the health system, including FlexStaff and Northwell Direct.

Previously, Mr. Moscola served as chief people officer and drove the creation and successful launch of our employee promise, refreshed values, and the Northwell Career Experience, which helps team members learn, grow and thrive in the organization. He led the team responsible for Northwell Health being awarded, for the first time, as a Fortune 100 Best Company to Work in 2020, placing Northwell at #19 in 2021, as well as numerous distinctions for Equity, Diversity and Inclusion.

During a global health pandemic due to the COVID-19 virus, Mr. Moscola led team members through four substantial areas of support – staffing, safety, team member health and testing, and team member support and recognition. He set plans in motion to meet increasing staffing demands by creating surge plans, engaging staffing agencies and ramping up targeted recruitment. While understanding the importance of transparent communication combined with evidence-based protocols, his team custom built a real time reporting model within days to track team members including number of team members exposed and positive test results. Tranquility tents, psychological/spiritual healing and a 24/7 emotional support hotline were set up to address the total wellbeing of all team members throughout this most difficult time.

Mr. Moscola also previously served as senior vice president and executive director of Ambulatory Operations. In this role, he oversaw the $1.1 billion ambulatory operation, working with clinical and administrative service line leadership, Northwell Health Physician Partners and clinical joint ventures. He began his career as a physician assistant in cardiothoracic surgery and later transitioned to an administrative career, serving as administrative director for neuroscience at South Shore University Hospital, then senior administrative director of neurology and neurosurgery at North Shore University Hospital and Long Island Jewish Medical Center.

Holding a bachelor’s degree from St. John’s University, Mr. Moscola earned an MBA from Adelphi University and a physician assistant certificate from Catholic Medical Centers-Bayley Seton Campus. He also graduated as a Fellow of the Health Management Academy.

Aside from his executive role at Northwell, Mr. Moscola serves on the Board of Directors for Farmingdale State College and Nassau Community College along with the National Center for Healthcare Leadership, and he is a trustee of the 1199 Pension Fund serving employees for the New York Region.

AndrewDeVoe

Andre DeVoe

EVP & CFO

TriHealth

Andrew DeVoe is the Executive Vice President & Chief Financial Officer for TriHealth and also serves as a member of the TriHealth Finance Committee. Andrew joined TriHealth in July 2016 and brings more than 25 years of finance leadership and executive management leadership experience to his role. Prior to joining TriHealth, Andrew serves as Senior Vice President and Chief Financial Officer for Aria Health System in Philadelphia and in the same role at the University of Pennsylvania Health System.

As TriHealth’s Chief Financial Officer, Andrew is responsible for planning, organizing and directing all activities related to financial management throughout the system. He oversees financial planning, budgeting, accounting systems, patient financial services, reimbursement, managed care contracting, care management, external financing and investment. He is also jointly responsible for TriHealth’s enterprise-wide population health efforts.

Throughout his career, Andrew has received numerous awards for his for-profit and non-profit work including being recognized as an outstanding CFO several times, and being named as one of city of Philadelphia’s Top 40 Employees Under the age of 40.

Andrew is a graduate of Belmont University in Nashville, Tennessee where he earned a Bachelor of Business Administration degree in 1991.

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Pedro Cons

Chief Executive Officer

Adelante Healthcare

Pedro Cons is a thoughtful, visionary leader with expertise in strategy and organizational management.

His diverse leadership and academic experience provides a unique perspective for creating strategic partnerships across corporate, nonprofit and government sectors to better integrate the delivery of services and more effectively address the holistic needs of families and create sustainable, positive change.

Named Chief Executive Officer at Adelante Healthcare in June 2020, Pedro Cons now leads a network of nine community health centers which provide primary healthcare to more than 77,000 individuals across Maricopa County.

Before joining Adelante, he spent more than 14 years at Chicanos Por La Causa (also known as CPLC). Most recently, he served as the Executive Vice President of Integrated Health and Human Services, overseeing CPLC’s primary care partnerships, home healthcare program, behavioral health, HIV testing and case management, 340b pharmacy and a host of other programs across Arizona, Nevada, New Mexico and Texas. Other previous roles at CPLC include Vice President of Multi-Family Housing Operations, Vice President of Corporate Strategic Initiatives, Vice President of Human Resources, and Vice President of Recovery and Resiliency.

He holds a bachelor’s degree in social work, a master’s degree in Professional Counseling, and advanced graduate studies in school guidance counseling and marriage, family and child therapy. He has also received training in community mobilization and facilitation methods and has participated in leadership development including the Kellogg Foundation Multicultural Leadership Institute and the Hispanic Leadership Institute.

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Sentari Minor

Vice President of Strategy and Chief of Staff

evolvedMD

Sentari Minor is most passionate about bringing the best out of individuals and entities with strategy, storytelling, and social impact as his love languages.

As Vice President of Strategy and Chief of Staff for venture-backed evolvedMD, Mr. Minor is at the forefront of healthcare innovation with a scope of work that includes strategy, corporate development, growth, branding, culture, and coaching. Prior to evolvedMD, he worked with some of the Nation’s most prominent and curious CEOs and entrepreneurs advising on philanthropy, policy, and everything social good as Regional Director of Alder [PHX + DAL + SFO] and strengthened social enterprises as Director at venture philanthropy firm, Social Venture Partners.

A Phoenix native, Mr. Minor continued his education in the Midwest and is an alumnus of DePauw University in Greencastle, Indiana where he studied English with an emphasis in Creative Writing. He is also a member of Class IV of the American Express Leadership Academy through the Arizona State University Lodestar Center. If you want to profile him: he’s an ENTJ (Myers Briggs), a Maverick (Predictive Index), and trimodal Blue/Green/Red (Emergenetics).

Where does he shine? In high-touch stakeholder engagement, capital raising, public relations, strategic planning, and consensus building. With his background, Mr. Minor serves on the board of directors for a diverse set of social impact organizations, as a venture mentor for socially conscious companies nationwide, and as a facilitator for businesses who want organizational clarity. Committed to strengthening brands doing good in the world, Mr. Minor speaks nationally and publishes often on strategy, marketing, leadership, capacity building, social entrepreneurship, and engaging high-profile leaders in the dialogue of today. For his impact on business and community, he was honored among the Phoenix Business Journal’s “40 Under 40” class of 2022.

When he’s not busy changing the world, self-care to him looks like working out, stirring the pot on social media, being an amateur author, and spending time with the people who make him smile.

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Colleen Curtis

CEO

United Health Centers of San Joaquin Valley

Colleen joined the United Health Centers in 2002 as the Chief Financial Officer. In December 2008, the Board of Directors asked Ms. Curtis to assume the position of Interim Chief Executive Officer, after the abrupt departure of the incumbent who left the position that same month. She brings over 25 years of accounting experience to the leadership team. Colleen earned a Bachelor of Arts degree in Business with a concentration in Accounting from California State University, Fullerton. She is the former CFO of Del Norte Clinics and Bear Valley Community Hospital. Colleen not only expertly provides financial leadership to the financial department’s 34 employees but had emerged as the organization’s technology champion.

She is rapidly building the IT infrastructure by introducing advanced technologies that are increasing organizational effectiveness and service delivery capacity.
Seeking improved data management, she has implemented the standard modules of the practice management (PM) system for appointments, registration and billing, and has interfaced the PM system to permit the viewing of outside lab results and is presently introducing code scan technology to enable computer physician order entry of pharmaceuticals.

The CEO’s informatics leadership is driving the organization’s commitment to the vision of using health information technology to improve the quality of care. In December 2015 the Board of Directors approved a title change to President and CEO to be more reflective of the position as the organization has grown substantially in both size and complexity. The new title is also more prestigious and consistent with other like size community health centers.

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Kiki Norcella

DIRECTOR OF GRADUATE MEDICAL ED

Wipfli LLP

Kiki Nocella, PhD, MHA, Director, Graduate Medical Education, has over 25 years of medical education, workforce, health information technology, medical group management, community based participatory research, population health and consulting experience. Prior to joining Wipfli LLP in 2017, Dr. Nocella operated a boutique Graduate Medical Education consulting firm for nearly nine years. Dr. Nocella has served as the Founding Vice Provost of Health Affairs for the University of California, Riverside where she developed their regional GME strategy and the business plans for their new medical school. Prior to that, she was the Vice Chair of Finance and Administration and Clinical Assistant Professor for the University of Southern California, Department of Family Medicine and teaching professor for the School of Policy Planning and Development for more than thirteen years. She has lectured nationally on CBPR and participated on multiple NIH study sections for the same. She has developed multiple consortiums for GME and HIT, has restructured residency programs, developed regional GME strategic plans, Teaching Health Centers, and residency programs.

Dr. Nocella is nationally recognized for her work in Community Based Participatory Research, Health Information Technology, and Graduate Medical Education. She is recognized as a national expert in Teaching Health Centers. She has worked with rural and urban hospitals, RHCs, FQHCs, private practices and community organizations regarding their operations, governance, business development, workforce, quality improvement, population health, and health information technology. She has also consulted for various federally qualified health centers, Tribal Authorities, rural hospitals and clinics, academic medical centers, counties, and regional health systems on the intricacies of graduate medical education financing and residency program design.  Kiki completed her PhD in Public Administration at USC.  Her dissertation was on the predictors of rural recruitment of family physicians, specifically focusing on the relationship between residency training program organization and the impact that may have on family physicians choosing to work in rural and underserved areas.

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Rich Sirus

SHAREHOLDER & LEADING EXECUTIVE BENEFITS ATTORNEY

Greenberg Traurig, LLP

Richard A. Sirus focuses his practice on corporate, transactional, tax, employee benefits, executive compensation and health law. He represents clients ranging from publicly traded companies to TaftHartley Benefit Funds, including sole proprietorships and executives, providing counsel on general corporate, planning and fiduciary matters, with broad experience in the design, preparation, implementation and administration of retirement plans, employee stock ownership plans (ESOPs), health plans, executive compensation arrangements and fringe benefit programs. He consults regularly with clients regarding fiduciary responsibility and liability matters. Recently, Rich has spent a considerable amount of time speaking and working with clients on matters related to the new U.S. Department of Labor Fiduciary Rule. He also represents and consults with executives in the assessment, negotiation and preparation of employment arrangements and agreements, including compensation and bonus packages, option and equity arrangements, benefits programs, and termination arrangements.

Rich works with taxable and tax-exempt organizations, including consultation regarding multiple and multiemployer plan matters. He has represented clients before the Internal Revenue Service, the U.S. Department of Labor and the Pension Benefit Guaranty Corporation. He has also served as an expert witness on fiduciary liability and claims issues.

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Peter Epp

CPA, Partner, Community Health Leader

CohnReznick

Peter R. Epp is a partner with CohnReznick and serves as the Community Health Leader. With over 36 years of experience, he is a nationally recognized expert in ambulatory healthcare reimbursement and financing. He is also a frequent lecturer at seminars and workshops on Value-Based Payment and payment reform, third-party reimbursement maximization, strategic business planning, cost report preparation, federal grantsmanship, financial operations assessments, and managed care.

Peter has been actively involved with health reform and the implementation of reimbursement systems for ambulatory care across the country with a specific focus on Federally Qualified Health Centers (FQHCs) and Certified Community Behavioral Health Clinics (CCBHCs). He has been active with the implementation of Delivery System Reform Incentive Payment (DSRIP) programs and Value-Based Payment (VBP) models in many states. His in-depth knowledge of the interaction between third-party reimbursement and grants management enables his clients to tap into ancillary services, including operational reviews, strategic planning, health reform readiness, cost containment and revenue enhancement studies, litigation support, and related technical assistance.

Peter regularly works with federal and state agencies and provider trade associations on a variety of issues and has coordinated and performed feasibility studies on the implementation of new Medicaid and Medicare reimbursement systems. He has performed diagnostic evaluations of the financial operations of community health centers across the country and assisted with turnaround plans. He has also performed training on Prospective Payment Systems and provided implementation assistance on new payment models for individual states and primary care associations. Recently, Peter has been involved with analyzing operating performance and reimbursement methodologies to develop new alternatives for healthcare financing and VBP/pay-for-performance.

Peter’s clients include both federally and non-federally funded organizations, including Federally Qualified Health Centers and other ambulatory healthcare providers, hospital and health systems, managed care entities, social service agencies, and other non-profit organizations.

Peter is licensed as a certified professional accountant in New York.