Health Ecosystem Leadership Model (HELM™) Podcast Series

Barclay E. Berdan, FACHE is the chief executive officer of Texas Health Resources (THR), a faith-based, nonprofit health system that cares for more patients in North Texas than any other provider. As of 2021, for the seventh consecutive year, Texas Health Resources has placed among the top of Fortune’s list of Best Workplaces in Health Care & Biopharma.™ Barclay became chief executive officer of Texas Health Resources on Sept. 1, 2014, after serving as senior executive vice president and chief operating officer the previous two years. With over 30 years of service at Texas Health Resources, Barclay describes the system’s culture as one of a family where the Mission, Vision, Values and Our Texas Health Promise℠ are woven together and modeled each day in the care of patients and their families. He believes that Texas Health Resources was built on a strong foundation of traditions — faith, quality, compassion, innovation — traditions that will sustain and guide the organization into the future. In this episode, Tracy interviews Barclay about his experiences leading through the 2014 Ebola outbreak and how those experiences helped shape Texas Health Resource’s response to COVID-19. Tracy and Barclay explore what the post-COVID world of healthcare may look like, as well as important leadership implications for health ecosystem leaders looking to improve health and wellness for their teams, patients, and communities in this new normal. Barclay Berdan Show Notes

Stuart Kliman serves as the newly appointed Partner and Head of Building Industry Partner’s newly formed Center of Excellence (CoE) focused on human capital management. Building Industry Partners is the leading private equity firm in the building and construction industry, focused on helping companies create value not just for their customers and shareholders, but for their most critical stakeholder, their employees. In his role Kliman’s primary focus is helping BIP’s portfolio companies and the industry-at-large create “people-first” cultures that reinforce the holistic well-being of employees and their families while at the same time deliver better business performance and bottom-line financial results. Prior to joining BIP, Kliman was a founder and partner for 25 years at Vantage Partners, a mid-sized consulting and training organization specializing in biopharmaceuticals and healthcare. In addition to helping steer Vantage’s strategic direction and sitting on its management committee, at various times Kliman oversaw several operational functions, including human resources and marketing, and directly drove revenue for the firm. In this episode Tracy interviews Stu Kliman- consultant to the health ecosystem turned private equity Human Capital COE leader – on the unexpected connection between his current work and enhancing overall health and wellness. Tracy and Stu explore the ever-evolving boundaries of the health industry, Building Industry Partner’s vision for enhancing health and wellness within the building and construction industry, and their belief that investing in people is not only the right thing to do- it’s also a means to achieving organizational and financial success. Show Notes

Dr. Jim Dunn, executive vice president and chief people and culture officer for Atrium Health, one of the most comprehensive and highly integrated not-for-profit healthcare systems in the country. As a member of the executive leadership team, Dunn leads teams that focus on the engagement of Atrium Health teammates – from recruitment through retirement – including workforce relations, diversity and inclusion, compensation, benefits, learning and organizational development, teammate health, corporate and community outreach and government relations. A national expert in culture, diversity and inclusion and the employee experience, Dunn joined Atrium Health in April 2018. Previously, Dunn served as the executive vice president and chief talent officer for Parkland Health and Hospital System in Dallas, Texas. Jim holds a bachelor’s degree in chemistry and macro-environmental science from Howard University, a master’s degree in business administration from Massachusetts Institute of Technology (MIT), and a Master of Public Health degree in occupational health from Emory University. Additionally, Jim holds multiple doctoral degrees in education, organizational development and healthcare administration from Emory University, Benedictine University and the Medical University of South Carolina, respectively. In this episode Tracy interviews Dr. Jim Dunn- executive vice president and chief people and culture officer for Atrium Health – on his leadership philosophy and beliefs around enhancing employee well-being. Tracy and Jim discuss the importance of employee health and well-being within the health ecosystem, and the connection between employee well-being and patient outcomes. Jim Dunn Show Notes

About this Episode Michael J. Dowling is President and Chief Executive Officer of Northwell Health, which delivers world-class clinical care throughout the New York metropolitan area, and the acclaimed author of a number of books including his most recent- “Leading Through a Pandemic: The Inside Story of Humanity, Innovation, and Lessons Learned During the COVID-19 Crisis”. Northwell Health is the largest integrated health care system in New York State with a total workforce of more than 70,000 employees — the state’s largest private employer. With 23 hospitals, 6,675 hospital and long-term care beds, more than 750 outpatient physician practices and a full complement of long-term care services, Northwell is one of the nation’s largest health systems, with $12 billion in annual revenue. Prior to becoming president and CEO in 2002, Mr. Dowling was the health system’s executive vice president and chief operating officer, served as a senior vice president at Empire Blue Cross/Blue Shield, and spent 12 years in the New York State government as state director of Health, Education and Human Services and deputy secretary to the governor. He was also commissioner of the New York State Department of Social Services. In this episode Tracy Duberman sits down with Michael Dowling to discuss the ramifications of the COVID-19 pandemic, the critical need for enhanced long-term support and attention to public health, and the important role of health ecosystem leaders in stewarding the national conversation. Show Notes- Michael Dowling

About this Episode David Carmouche is a recognized visionary leader in the arenas of healthcare delivery, population health, and payer systems with a keen focus on both patient care and outcome metrics. Dr. Carmouche has demonstrated talent for strategic partnerships with C-suite leaders and Boards and is known for his demonstrated success in achieving operational results through cross-functional teams in complex environments. He is a trusted leader of diverse groups with competing business interests through collaborative initiatives. Currently Dr. Carmouche serves as Senior Vice-President and President of Ochsner Health Network. In this role, he is responsible for executive oversight and management for the rapidly growing, statewide network. Dr. Carmouche is also the Executive Director of Ochsner Accountable Care Network, a regional accountable care organization (ACO), comprised of an extensive network of providers, hospitals and health centers coordinating the healthcare of approximately 35,000 of Louisiana’s Medicare fee-for-service beneficiaries. Prior to joining Ochsner in August 2015, he served as the Executive Vice- President of External Operations and Chief Medical Officer at Blue Cross Blue Shield of Louisiana in Baton Rouge where he designed and deployed a physician-friendly, comprehensive primary care population health program and several commercial ACO contracts. In this episode Tracy Duberman, PhD and Bob Sachs sit down with David Carmouche to discuss the experience and lessons learned from leading a health system in a major hot spot through the COVID-19 Pandemic. Show Notes- David Carmouche

Ron Phillips is the Senior Vice President of Human Resources - Retail and Enterprise Modernization CVS Health and esteemed board member of TLD Group. CVS Health is currently the largest pharmacy health care provider in the U.S. with approximately 300,000 employees located across all 50 states, Washington, D.C., and Puerto Rico. Currently number 5 on the Fortune 500, CVS has been a champion of integrated healthcare with nearly 10,000 retail pharmacy locations, 1,100-minute clinics, and through the acquisition of Aetna in 2018, 23million medical benefits members. Ron is a unique specialist in the art of strategy, collaboration, and interpersonal skills, and he intertwines these skills in everything he delivers and achieves. Known for his innovative approach, influence, and emotional intelligence he has successfully delivered innovative human resources, change management, process improvement, and business results for the last 25 years. In this timely episode Ron and Tracy discuss the challenging waters that healthcare and HR leaders navigate as they steward their organizations though the COVID-19 pandemic and the widespread expression of anguish around the killing of George Floyd, police brutality, and pervasive systemic injustices affecting people of color. They then apply the competencies of Health Ecosystem Leadership to envision a better more just future for healthcare and chart a path forward. Show Notes- Ron Philips

Rick Pollack is President and CEO of the American Hospital Association, elected in May 2015, having served the organization for more than three decades. The AHA represents more than 5,000 hospitals and 43,000 members nationwide—and works to ensure that the perspective and needs of healthcare providers are heard and addressed in national health policy development. The association has been cited by numerous national publications as one of the most influential and effective advocacy organizations in Washington. Rick has developed a sterling reputation for pressing the hospital group's agenda on Capitol Hill and beyond. Under his leadership, the AHA launched AHAPAC, now one of the largest health care political action committees in the U.S., supporting congressional candidates who support hospitals and patients. Through his vision, the AHA also helped found in 2000 the Coalition to Protect America’s Health Care, a group of providers, businesses and other stakeholders dedicated to ensuring the financial viability of our nation’s hospitals from the threats of federal cuts in reimbursement for hospital payments. Rick has been a leader in efforts to expand health coverage in the U.S., taking part in many broad-based national coalitions that ultimately led to coverage expansion under the Affordable Care Act. Show Notes

Dr. David Shulkin was Ninth United States Secretary of Veterans Affairs from 2017 to 2018 under President Trump and is the author of the new book “It Shouldn’t be This Hard to Serve Your Country” which was released October 22nd, 2019. He was the Under Secretary of Veterans Affairs for Health from 2015 until 2017, appointed by President Obama. He has been described as one of the "high priests" of patient-centered care. Prior to his government service, Dr. Shulkin was the President and Chief Executive Officer of Beth Israel Medical Center in New York City and President of Morristown Medical Center and Vice President of the Atlantic Health System Accountable Care Organization. [fl_builder_insert_layout id="3603"]

Dr. Samitt is the President & CEO of Blue Cross Blue Shield of MN and its parent company, Stella. He came to Blue Cross in July 2018 from Anthem, Inc., where he served as EVP and President of Anthem's Diversified Business Group, and as Chief Clinical Officer. Dr. Samitt has led sequential health systems transformations, previously serving as President & CEO of HealthCare Partners and President & CEO of Dean Health System. Dr. Samitt received his undergraduate degree from Tufts University, his Doctorate in Medicine from Columbia University, and his Masters in Business Administration from The Wharton School. Dr. Samitt has been a nationally recognized expert and thought leader on health care delivery and policy. His record of collaborating across the health care system to deliver higher quality care at a lower cost led to him being named as one of the “50 Most Influential Physician Executives and Leaders” by Modern Healthcare in 2018. [fl_builder_insert_layout id="3603"] Show Notes

Nancy Howell Agee is President and CEO of Virginia-based Carilion Clinic, an integrated health system which serves more than 1 million. Carilion Clinic includes seven hospitals which employs over 800 providers. Prior to becoming CEO in 2011, Ms. Agee service as EVP and COO. During her time as COO, she co-led Carilion’s reorganization from a collection of hospitals into a full integrated, physician-led clinic. The reorganization resulted in a partnership with Virginia Tech to create a medical school and research institute, which has quickly garnered over $100 million in external funding. Ms. Agee has been recognized as healthcare’s 100 most influential people for the past four years by Modern Healthcare and currently services as past chair for the American Hospital Association. She was recognized by Virginia Business as Virginia Business Person of the Year in 2017 and named among the 50 most influential people in Virginia five years running. Last year, she was honored to be named the recipient of the Gail L. Warden Leadership Excellence Award in 2018. Ms. Agee holds degrees with honors from the University of Virginia and Emory University and honorary degrees from Roanoke College and Jefferson College of Health Sciences. [fl_builder_insert_layout id="3603"] Show Notes:

Laura Landy is President and CEO of the Rippel Foundation and has guided the creation of ReThink Health and FORESIGHT: Designing the Future for Health, the Foundation’s two flagship initiatives. Rippel seeds innovations in health by working with national and regional leaders to better see and execute systemic approaches that can transform our current system - one designed for another time, and create opportunities for better health and well-being for all. ReThink Health works with well-positioned stewards beginning where they are today; FORESIGHT looks ahead at future trends and emerging ideas and how they can accelerate transformative efforts. Laura has nearly four decades of experience addressing changing dynamics in health, higher education, economic development, social services, and culture. Her professional career includes relationships with The Ford Foundation, Pfizer, New Jersey’s public health system, AT&T’s Bell Labs, the 92nd Street Y, Adelphi University, and others. Laura has served in leadership roles in many academic institutions including creating the Institute for Nonprofit Entrepreneurship at NYU’s Stern School of Business, helping lead both NYU’s and Fairleigh Dickinson’s entrepreneurial centers, and serving as adjunct faculty at Columbia University and the New School. She currently serves on the Dartmouth-Hitchcock Health Board of Trustees and is a board member of Grantmakers in Health. Laura received her undergraduate degree from Washington University in St. Louis. She received her MBA from New York University, and is a Fellow of the New York Academy of Medicine. [fl_builder_insert_layout id="3603"] Show Notes:

Robert Allen leads the transition to value‐based care, consistent with Intermountain’s mission of helping people live their healthiest lives possible. As SVP and COO, he currently leads teams of key leaders focused on healthcare delivery across the Intermountain Healthcare System. He is an accomplished healthcare executive with experience in Outreach, TeleHealth, Life Flight, Homecare, Clinical Support Services and Environment of Care Services. With over 25 years of leadership experience, Mr. Allen has served in executive positions at hospitals and health systems in Wyoming, New Jersey, Massachusetts, and Utah. He is a Fellow of the American College of Healthcare Executives, holds an MBA from Utah State University, and a bachelor’s degree in operations management from Brigham Young University. [fl_builder_insert_layout id="3603"] Show Notes:

Lauren Steingold is the Head of Strategy for Uber Health at Uber - driving the company’s global efforts in the health space. She spearheaded the launch of Uber Health, Uber’s HIPAA compliant product that enables healthcare organizations to request or schedule rides of behalf of patients. For her work on this launch, Lauren was named on the San Francisco Business Times’ list of the Most Influential Women in Business in 2018. Prior to her role at Uber’s San Francisco Headquarters, Lauren helped launch Uber in Miami, Boston, and Rhode Island. Lauren led Uber’s on demand flu prevention campaign, where riders were able to receive a flu shot from a nurse in 2014, 2015, and 2016 nationwide. The initiative won an Immunization Excellence Award for Innovation at the National Influenza Immunization Summit in 2015. Before joining Uber in 2013, Lauren held roles at Allen & Gerritsen, an advertising agency in Boston, and the Institute for Healthcare Improvement in Cambridge. [fl_builder_insert_layout id="3603"] Show Notes:

Nicolette is the lead for the Global Center of Excellence for Leadership and Executive Development for Sanofi Pharmaceuticals. She is responsible for leading a global team of 45 + resources to drive strategic initiatives for building leadership and managerial competency across the organization. Nicolette received her BA in government from Lehigh University, an MA in Political Science from University of Delaware, and an MA in Human Resource Management from Rutgers University. She serves on the Board of Trustees for Deirdre’s House in Morris County, has held leadership roles in the Boston Chapter of the Healthcare Business Women’s Association (HBA), and is a 2X PharmaVoice 100 honoree. [fl_builder_insert_layout id="3603"] Show Notes:

Rod Hochman, M.D., is the president and CEO of Providence St. Joseph Health, a faith-based not-for-profit health and social services system comprised of over 111,000 caregivers serving patients and communities in 50 hospitals, 829 clinics and hundreds of programs and services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. Rod has been selected multiple times as one of the 100 Most Influential People in Healthcare and 50 Most Influential Physician Executives by Modern Healthcare. He is a board member for the American Hospital Association (AHA), chair of AHA's Regional Policy Board 9 and vice chair of the board of trustees for the Catholic Health Association. Rod served as a clinical fellow in internal medicine at Harvard Medical School and Dartmouth Medical School. In addition, he is a Fellow of the American College of Physicians and a Fellow of the American College of Rheumatology. [fl_builder_insert_layout id="3603"] Show Notes:

Dr. Stanton's career has focused on bringing the healing and compassion of healthcare to the world's most vulnerable and improving health outcomes for all regardless of race, ethnicity, socio-economic status or geographic location. She has consulted for numerous national and international agencies including the World Health Organization, the World Bank, UNICEF, Elsevier and USAID. [fl_builder_insert_layout id="3603"] Show Notes:

Steve Klasko is the President and CEO of Philadelphia-based Thomas Jefferson University, where through his transformative and visionary leadership, he has steered one of the nation’s fastest growing academic health institutions from three hospitals to 14 with annual revenues in excess of $5.1 billion. Bruce Meyer is Senior Executive Vice President of Thomas Jefferson University and President of Jefferson Health, serving as the organization’s clinical leader responsible for transforming Jefferson Health into a single, integrated system with a seamless and consistent patient experience. [fl_builder_insert_layout id="3603"] Show Notes: