Monday Speakers

Snyder, Lynn.jpg

Lynn Shapiro Snyder, Founder & President, WBL Foundation, and National Health Care & Life Sciences Practice Leader, Epstein Becker Green
Speaker - Welcome
Moderator - Conversation with Private Equity

Lynn Shapiro Snyder is a Board Member and Senior Member of Epstein Becker Green in Washington, D.C., a law firm with one of the largest health care and life sciences practices in the country.  There, she advises all types of health care companies and companies such as private equity firms that work with health care.  She is well- known for her expertise in FDA, Medicare, Medicaid, Managed care and Privacy/Security Compliance issues whether it is in connection with the launch of a new product or defending a company under a fraud investigation. She has been at Epstein Becker Green for over 40 years. 

Additionally, Lynn is the Founder, Chairperson and President of the Women Business Leaders of the U.S. Health Care Industry Foundation ("WBL"), a non-profit that connects and convenes senior executive women from all across the health care industry.  WBL’s focus is on helping these women expand their leadership, such as by serving on a board of directors, and the organization has helped to propel hundreds of women to board directorships.  Named a “Director to Watch,” Lynn is a leader in the governance arena and is the co-author of Answering the Call: Understanding the Duties, Risks & Rewards of Corporate Governance – a book to educate busy executives about board service. She also is the author of Advancing Women in Business – 10 Best Practices. 

Her current board memberships include Trustmark Companies, Epstein Becker Green, Savor Health and the Maryland/Israel Development Center.

Bell, Katie.jpg

Katie Bell, Senior Client Partner, Healthcare, Korn Ferry
Speaker - What Are Today’s Boards Looking For?

Bell has nearly 20 years of experience working within the healthcare and consulting industries.

During this time, she has served as a strategic consultant partnering with organizations to achieve their respective business goals. Sharpened over the course of her career, Bell's expertise spans the public and private sectors. Her experiences have led her to work with healthcare providers as well as federal, state and local governments.

Prior to this role, Bell served in numerous leadership capacities at The Advisory Board Company and Gallup. Her experience in qualitative and quantitative research, strategy design and execution as well as product and loss oversight will present a unique spectrum of offerings to clients. She also holds extensive consulting experience with her focus on organizational development and talent management.

Bell is a published author and speaks globally on the topic of strategic leadership and well-being, making appearances on local and national media programs. She was also a featured speaker at the 2011 TedxWomen conference and the 2013 American Banker Mentor Factor event.

Bell graduated from the University of Nebraska-Lincoln with a Bachelor of Science degree in Business and Education. She has completed Executive Education coursework at Harvard University in Cambridge. She is also an advisory board member for HINRI (The Healthcare Institute for National Renewal and Innovation).

Mason, Mary Anne.jpg

Mary Anne Mason, CEO, Mason Strategic Advisors
Interviewer - Making Board Service Your Next Career Move
Speaker - Creating Your Elevator Pitch
Moderator - Working with Venture Capital and Equity Firms as Operating Partners and Directors to Add Value

Mary Anne Mason is the Chief Executive Officer of Mason Strategic Advisors. She has had the privilege of leading merger and acquisition activity, holding general management roles, building business development teams, and leading sales and marketing executives for over 3 decades. Her experience includes both private equity backed and publicly traded companies.Mary Anne helps healthcare companies tackle strategic challenges, enhance go-to-market strategy, connect with opportunities in the market and accelerate growth. Relevant to today’s program, she works with a number of private equity and growth equity firms, serving in both consultant and board observer roles.  She has worked with firms as they have built boards, selected new members, and identified and filled experience gaps on their boards of directors and senior management.  Her unparalleled network and unique ability to identify and foster strong relationships on behalf of her clients makes her an invaluable resource to these firms and their boards.

In addition to advising on board-related matters, through a combination of dynamic professional development programs, consulting services, and deep experience in the market, Mary Anne provides unique perspectives and powerful tools to help clients optimize strategy and drive growth. Mary Anne focuses on tech enabled/health services portfolio companies of venture capital and private equity firms.  

Mary Anne’s experience includes leading business development and client engage­ment for health plan/emerging markets at Healthways and Axia Health Management, a well-being improvement company best known for its SilverSneakers Fitness Pro­gram. Axia began as a startup and was later successfully sold to Healthways for $450 million. She also led business development for Caremark, a company that grew from a start-up physician practice management business to a billion dollars in revenue in four years. Prior to Caremark, Mary Anne was general manager for a $300 million division of Baxter International. She is also a former executive of American Hospital Supply and Univita Health.  She currently serves as a board observer for Linkwell Health.

Mary Anne is Chair of the Membership Committee of WBL, a non-profit organization for women leading executive teams crossing the silos of insurance, hospitals, life sciences and specialty healthcare organizations.

Hubler, Jodi.jpg

Jodi Hubler, Managing Director, Lemhi Ventures
Moderator - Breaking Through to the Boardroom: Advice From Non-Traditional Board Candidates

Jodi Hubler is the Managing Director of Lemhi Ventures, a health care services venture capital fund with $385M under management.  She is especially adept at leading and governing in industries facing transformative change. Her experience across global organizations and multi-industry domains, coupled with her deep health care industry experience, make her uniquely qualified to provide insightful advice to boards and executive teams committed to creating significant value for stakeholders. She is widely recognized for her keen insight, direct approach, and skillful stewardship of organizations from incubated start-ups to multi-billion-dollar corporations.

Over her 25-plus-year career, she has held executive positions in a variety of public and private companies, including a lead role in global human resource re-engineering efforts for Cargill; driving systems to instill lean manufacturing and process change for a $2B division of Alcoa; and start-up experience with venture-backed Definity Health, where she served as chief people officer. 

Jodi currently serves on the boards of Lemhi Ventures portfolio companies Bind On-Demand Health Insurance and Digital Reasoning and serves as Chair of Recondo Technology. She also serves on the non-profit boards of CaringBridge as Vice Chair and Medical Alley Association and privately held Central Logic.  Jodi previously served as a director or chair of nine additional Lemhi portfolio companies over the last decade. She is a frequent and seasoned speaker and conference panelist.  Jodi is a member of the Healthcare Executives Leadership Network and Women Business Leaders Foundation. She is a graduate of the University of Iowa Tippie College of Business, with a B.A. in Administration and a M.A. in Industrial Relations.

Bir, Dawn.jpg

Dawn Bir, Chief Commercial Officer, Reata Pharmaceuticals
Panelist - Breaking Through to the Boardroom: Advice From Non-Traditional Board Candidates

Dawn Bir is a biotechnology professional and member of the executive leadership team at REATA Pharmaceuticals. Reata is a clinical development-stage pharmaceutical company focused on novel science for the treatment of deadly diseases where there are no or few therapeutic options.  Her wide set of healthcare and biotech experiences have led to her success as a business and people leader.  Dawn has built and lead commercial teams within neurodegenerative diseases, oncology, hematology, cardiovascular health, rare disease and dermatology. 

 Dawn’s greatest strengths include commercial launch strategy, building and mobilizing teams, creating alignment for execution, and quickly assessing all available information to make decisions best for both the company and its employees.  Her greatest professional accomplishment is leading the transition of a clinical stage biotech company into a successful commercial organization. This is a significant step for any development stage company and is often underestimated. Dawn believes that taking a company through this transition is a privilege and an honor.  In a prior role as VP of Sales with Pharmacyclics, Dawn hired and led a world-class sales team that delivered a historical oncology launch.  In this capacity Dawn established brand and field direction and organized the fundamental operating platforms needed to support a commercial organization. During this time Dawn gained exposure to their board of directors and to major biotech investors, and managed the relationship with the company’s global strategic launch partner. Dawn currently leads all global Commercial planning efforts as Chief Commercial Officer for REATA Pharmaceuticals. Her responsibilities include all Marketing, Market Access, Operations and Sales strategy in preparation for commercialization of the company’s first products. 

 Dawn is a recently appointed board member of Geron Corporation, a public, clinical development-stage company with an oncology pipeline.  She also serves on the Binghamton University Scientific Advisory Board to help guide their efforts in technology transfer, the creation of interdisciplinary research centers, and to facilitate funding for novel scientific discoveries.

Deb Daccord Headshot.jpg

Deborah Daccord, Partner, Co-Chair Healthcare Transactions, Mintz Levin
Panelist - Breaking Through to the Boardroom: Advice From Non-Traditional Board Candidates

Deborah Daccord is a member (partner) in the Boston office of Mintz Levin.  She leads complex transactions and strategic growth strategies for leading health care providers and investors across the United States. At any given time, Deborah is engaged in leading a team of the firm’s transactional and regulatory lawyers on several large-scale deals. Her clients value her strategic thinking as well as her project management skills, from both a deal closure and cost perspective. Deborah also provides general counseling and strategic planning for both nonprofit and for-profit health care providers. She is consistently recognized by her peers and leading publications for excellence in health care law.

Deborah’s recent merger and acquisition activity includes acquisitions and sales, joint ventures, and strategic affiliations totaling in excess of one billion dollars. Her clients span the health care spectrum, including a Fortune 250 company that is a leading provider of kidney care and the country's largest operator of physician networks, post-acute care facilities, vision care providers, ambulatory surgery centers, radiology services providers, and behavioral health and addiction services providers.

Deborah is a member (and immediate past Chair) of the Board of Directors of Big Sister Boston. She is also a member of the Board of Trustees for Lasell Village, the nation’s first senior living community to require each resident to commit to a goal-oriented program of education. Deborah is also on the Board of Visitors for Fenway Health and a member of the Women Business Leaders of the U.S. Health Care Industry Foundation (WBL).

Christopher, Mary Ann.jpg

Mary Ann Christopher, VP, Clinical Operations and Transformation, Horizon Blue Cross Blue Shield of New Jersey
Panelist - Breaking Through to the Boardroom: Advice From Non-Traditional Board Candidates

Mary Ann Christopher is a strategic health care executive and board member with an exceptional record of innovation and market expansion at leading payor and provider companies. An industry veteran with a passion for improving access to quality care, Mary Ann is a noted authority on transformational health care, value-based payment models and the social determinants of health. She has lead mergers, integrations and turnarounds at multibillion-dollar organizations, launched far-reaching community health initiatives and guided successful exits for healthcare startups. She inspires teams to innovate, rely on data and pivot quickly, and she’s provided crucial leadership on dozens of boards and commissions, including the boards of health care companies.

As a Vice President and Corporate Officer at Horizon Blue Cross Blue Shield of New Jersey (2016-2019), Mary Ann led a broad expansion of services to fully leverage its role as the No. 1 private insurer in the state, including the development of a statewide payor/provider system to promote payment and practice integration. She built a consumer-driven and community-centric focus on care that delivered on the promise of the Triple Aim, and she designed nationally replicable, value-based models for Medicaid, Medicare Advantage and commercial lines of business. She also advised private equity firms investing in health innovation, individually and through her role at Horizon.

Earlier, Mary Ann was President and Chief Executive Officer of Visiting Nurse Service of New York (2012-2014) and Visiting Nurse Association Health Group of New Jersey (2001-2011), the largest community-based nonprofit home care and hospice organizations in the nation. In those roles, she launched federally qualified health centers, community-based long-term care, home-based primary care and community-based systems of care for people affected by substance use disorder and mental illness.

Mary Ann has served as a director on the boards of startup companies, universities, health plans, trade associations, hospitals, community-based behavioral health systems, and senior living corporations. She serves on the boards of private equity backed companies, Medbridge and RestorixHealth. She was a founding member of the Hackensack Meridian School of Medicine at Seton Hall University and Vice Chair of the Board of Trustees at the University of Medicine and Dentistry of New Jersey, facilitating its merger with Rutgers University. She currently serves as a congressional appointee to the National Advisory Council on Nursing Education and Practice for the US Department of Health and Human Services.

Across her career, Mary Ann has developed a reputation for strategic ingenuity and fast action in the face of industry disruption. She combines a comprehensive understanding of regulation, operations, data and finance with an enthusiastic embrace of innovation and transformation. She demonstrates effectiveness in translating strategy into operational execution and mobilizes diverse stakeholders toward common goals.

Mary Ann has written extensively and appeared at hundreds of national health care conferences, including the World Congress Summit in Washington, DC, and the national conference for the Center to Advance Palliative Care. She has presented to international audiences on the topics of health care equity, access and financing. Mary Ann has received numerous honors and was included on NJBIZ’s list of the Best 50 Women in Business (2017), the Top 50 Most Powerful Health Care Leaders in New Jersey and was awarded the prestigious American Nurses Association Honorary Human Rights Award.

Gabrielson, Sharon.png

Sharon Gabrielson, Global Business Solutions Chair, Mayo Clinic
Panelist - Breaking Through to the Boardroom: Advice From Non-Traditional Board Candidates

Sharon Gabrielson currently serves as Chair of Mayo Clinic’s Global Business Solutions Department where she directs domestic and international opportunities for commercializing the Clinic’s products in the B2B and B2C markets. She began her career as a registered nurse and has 35 years of experience as a health care executive. She previously worked at LifeSource and Olmsted Medical Center.  She has extensive knowledge of technology, operations, strategic planning, governance, and business development.  She is a thought leader who is frequently consulted by companies looking to scale for growth.

Ms. Gabrielson serves on the board of directors for Sharps Compliance, Inc.(NASDAQ: SMED), Catasys (NASDAQ: CATS), the nurse executive advisory board of Strategic Partners, Inc. (SPI ), and is an advisor to CyberMDX (Medical Device Cybersecurity).  She has also served on several nonprofit boards.  She earned her bachelor’s degree from Winona State University, Minnesota and her masters degree from Saint Mary’s University, Minnesota.


Maureen Spivack, Senior Industry Advisor, New State Capital Partners and Board Chair, Community Health Accreditation Partner
Panelist - Breaking Through to the Boardroom: Advice From Non-Traditional Board Candidates

Maureen Spivack's 30 year investment banking career has focused on advising corporate executives and boards on the execution of strategic and financial transactions for publicly traded, privately held and not-for-profit healthcare companies, globally. The combination of her in-depth industry knowledge with expertise in finance, strategy, negotiation, and deal structuring has served to create significant value for stakeholders.

Ms. Spivack recently joined New State Capital Partners, after working at KPMG Corporate Finance. Prior to that Ms. Spivack was a Managing Director in the Healthcare Investment Banking Group of Morgan Keegan.  Previously, she was a Managing Director in the Global Healthcare Investment Banking Group of UBS.  Prior to UBS, Ms. Spivack spent eight years as Managing Director and Head of the Strategic Advisory Group within the Merrill Lynch Health Care Group.  Prior to Merrill Lynch, Ms. Spivack was a Partner at Ernst & Young, where she ran the National Health Care Corporate Finance practice for 10 years.

Zier, Dawn.JPG

Dawn Zier, President and Chief Operating Officer, Board Director, Tivity Health; Boards: The Hain Celestial Group, Inc., and Spirit Airlines
Speaker - Making Board Service Your Next Career Move

Dawn M. Zier is President and Chief Operating Officer of Tivity Health, Inc. (Nasdaq: TVTY), responsible for revenue and operations across all company divisions. She also sits on Tivity Health’s Board of Directors. Zier was formerly President and Chief Executive Officer of Nutrisystem, Inc. prior to the company’s acquisition by Tivity Health in March 2019.

As Nutrisystem’s CEO, and first female CEO, from November 2012 through March 2019, Zier championed a strategic vision centered on a multi-brand and multi-channel approach to capturing a more significant share of the weight loss market and expanding into the broader health and wellness space. She led an ambitious 4-point turnaround and growth plan enhancing the company’s integrated ecommerce/marketing capabilities, acquiring the South Beach Diet brand, and introducing several new product lines. During her tenure, revenues close to doubled and profits quintupled.

Previously she held numerous leadership positions at Reader’s Digest Association (now Trusted Media Brands) culminating with President of the international business, the company’s largest division, responsible for nearly a billion dollars of revenue and 1,000 employees across Europe, Asia Pacific and Latin America.

In addition to being a member of Tivity’s Board of Directors, Zier serves on the boards of The Hain Celestial Group, Inc. (Nasdaq: HAIN) and Spirit Airlines (NYSE: SAVE).

Zier received a Master of Science in Electrical Engineering and Computer Science as well as an MBA from the Massachusetts Institute of Technology (MIT) and earned a Bachelor of Science in Electrical Engineering and Computer Science from Stony Brook University (SUNY).

Tuesday Speakers

Griffith Gryga, Karen.jpg

Karen Gryga, Managing Partner and Chief Investment Officer, Dreamit Ventures
Speaker - How Startup Companies and Advisory Boards Can Advance Your Governance Goals

Karen Griffith Gryga is an experienced venture capitalist, investor and entrepreneur with over 25 years of startup and emerging growth company experience. Karen is Managing Director of Dreamit Funds for DreamIt. Karen is also co-founder of Dreamit Health and founder of the DreamIt Athena program which focuses on female founders. Karen has helped launch over 200 companies that have generated close to $2 billion in shareholder value. Karen has held over a dozen board roles on private companies including Synchronoss (Nasdaq: SNCR) and is currently on the boards of Tissue Analytics, the Wharton Private Equity and Venture Capital Association, and the Please Touch Museum (Executive Committee, Governance Committee Chair and member of the Finance Committee). Karen is Co-President of Wharton Private Equity and Venture Capital Association and Co-founder of Wharton Women in Private Equity and Venture Capital. DreamIt is a leading venture fund and technology accelerator for entrepreneurs which has worked with and launched over 330 companies since 2008 including SeatGeek, HouseParty, LevelUp, Biomeme, Biobots, Tissue Analytics, Parsely, MindSnacks and Adaptly. Dreamit is the only growth accelerator designed for mature startups. Post-seed companies with product market fit, some revenue, or early traction are left with limited funding options and resources to scale before qualifying for today's "super-sized" A rounds. We put our companies in front of customers, key strategic partners to drive pilot programs and distribution before we match them with larger venture funds and investor groups to raise follow-on funding. The DreamIt Fund focuses primarily on the follow on investments of DreamIt companies exhibiting strong growth and traction. Dreamit Fund has been named as one of the Top 30 venture capital firms in the United States. We are also one of the most active early stage healthcare investors in the country.

Karen was Co-Founder and CEO of FashInvest, an initiative focused on emerging growth entrepreneurs within Branded Goods, Fashion, Fashion Tech and Retail. The goal of FashInvest is to create a business platform focused on bringing together entrepreneurs, investors and industry executives to foster the growth and development of emerging growth enterprises within Branded Goods, Fashion and Retail. FashInvest is a media, events and advisory entity which was acquired by Penske Media Group. Karen was also Co-Founder of Lipstick Wisdom whose focus was on practical, actionable video-based day-to-day advice for moms with children with neurological challenges.

Prior to her entrepreneurial experience, Karen was a Founder and Partner of Liberty Venture Partners, a Philadelphia based venture fund established in 1997 with $150 million under management. Prior to Liberty, Karen was a Managing Director of Philadelphia Ventures Inc., a privately held venture capital management firm with a family of corporate and institutional limited partnerships exceeding $100 million of committed capital. Notable transactions included Synchronoss (Nasdaq: SNCR), InSoft, (acquired by Netscape), (acquired by Kinkos), Cadis (acquired by Aspect Development) and WiseBear (acquired by Michael Milken).

Karen has also been Executive Director of MAG, The Mid-Atlantic Angel Group as well as an Entrepreneur in Residence at Context Capital Partners. Ms. Gryga is well known throughout the entrepreneurial community and was previously on the board of the Greater Philadelphia Venture Group for seven years and was Chairman of the group for the 1999-2000 term.

Ms. Gryga began her career at TRW Inc., a multi-billion dollar conglomerate, in their Federal Systems Division as a software developer. Ms. Gryga is a frequent speaker on the subject of venture capital and entrepreneurialism in both professional and academic communities. Karen holds a MBA in decision analysis from the Wharton School of Business at the University of Pennsylvania (with Distinction). At the same time as Wharton, Karen obtained a Masters in Computer Science from the Moore School of Engineering at the University of Pennsylvania. Karen earned her Bachelor of Science degree in computer science (Phi Beta Kappa) from the College of William and Mary in Williamsburg, Virginia.

Hajek, Kathleen.png

Kathleen Hajek, Managing Director, Regional Practice Leader Life Sciences and Healthcare, Stanton Chase
Moderator - Non-Profit Boards: An Opportunity Unique to Health Care

Kathleen Lehman Hajek serves as the North American Practice Leader Life Sciences and Healthcare working in the Raleigh, Baltimore and Washington, D.C. offices.

Kathleen has over 20 years of experience in executive search recruiting C-Suite, senior executive leaders and board members for healthcare services organizations, health plans, biotech and pharmaceutical companies. Kathleen’s diverse client base includes: leading integrated delivery systems, research institutions, physician practices, emerging growth companies, non-profit organizations and associations.

Previously, Kathleen was a Partner with two boutique firms and began her executive search career at Heidrick & Struggles in the Healthcare Practice. Prior to executive search, she served as Manager of Recruiting, Deloitte Consulting in the Chicago Office.

She served on the Board of the Frederik Meijer Gardens & Sculpture Park for five years. Kathleen holds a Bachelor of Arts in Psychology from the University of Michigan and studied abroad at the Universidad de Sevilla in Spain.

Bailey, Susan.jpg

Susan R. Bailey, MD, President-elect, American Medical Association
Panelist - Non-Profit Boards: An Opportunity Unique to Health Care

Susan R. Bailey, MD, an allergist/immunologist from Fort Worth, Texas, was elected president-elect of the American Medical Association in June 2019. Previously, she served as speaker of the AMA House of Delegates for four years and as vice speaker for four years.

Dr. Bailey, who has been active in the AMA since medical school when she served as chair of the AMA Medical Student Section, has held numerous leadership positions with the AMA. These include serving as chair of both the Advisory Panel on Women in Medicine and the AMA Council on Medical Education, and representing the AMA on the Accreditation Council for Continuing Medical Education, the American Board of Medical Specialties, and COLA.

Her long history of service in helping guide organized medicine extends to the local and state levels as well. She has served as board chair and president of the Tarrant County Medical Society, and as vice speaker, speaker and president of the Texas Medical Association.

Dr. Bailey is an allergist in private practice, and has been with Fort Worth Allergy and Asthma Associates for over 30 years. She completed her residency in general pediatrics and a fellowship in allergy/immunology at the Mayo Graduate School of Medicine in Rochester, Minn., and is board certified in allergy and immunology, and pediatrics and has been awarded the title of Distinguished Fellow of the American College of Allergy, Asthma, and Immunology.

In addition to receiving her medical degree with honors from the Texas A&M University College of Medicine as a member of its charter class, Dr. Bailey was later appointed to the Texas A&M System Board of Regents by then Gov. George W. Bush, and has been named a Distinguished Alumnus of Texas A&M University and of Texas A&M University College of Medicine.

Dr. Bailey is married to W. Douglas Bailey, has two sons and one grandson, and is an elder and longtime choir member of her church.

Haghgooie, Anna.jpg

Anna Haghgooie, Managing Director, Sandbox Industries
Panelist - Working with Venture Capital and Equity Firms as Operating Partners and Directors to Add Value

Anna Haghgooie is a managing director in the healthcare group of Sandbox Industries, a Chicago-based venture capital firm focused on implementing innovation by connecting established corporations with innovative startups and entrepreneurs. In the healthcare vertical, Sandbox is the exclusive provider of investment management services to Blue Cross Blue Shield Venture Partners, a collaborative investment platform with $575 million in capital and 30 Blue Plans participating.

Anna currently serves on the board of directors of ExactCare, Somatus, ZeOmega, Contessa, Axial Healthcare, Allay and SonarMD and is a Board Observer on Solera Health. Previously she served on the board of directors of naviHealth and Change Healthcare and was a board observer of Essence Group Healthcare. Anna earned a bachelor’s degree from the University of Michigan and a MBA with honors from the University of Chicago Booth School of Business. Anna is a Fellow in the Health Innovators Fellowship at the Aspen Institute and lives in Chicago, IL with her husband and two children.

Froetscher, Bob.jpg

Bob Froetscher, Operating Partner, Frontier Capital
Panelist - Working with Venture Capital and Equity Firms as Operating Partners and Directors to Add Value

Bob has over 30 years of experience as a private equity operating partner, private equity investor, executive board chairman, general manager and board director, leading businesses as large as $3.5 billion with a particular focus on software and technology enabled service businesses.

Bob is an Operating Partner with Frontier Capital, a Charlotte, NC based private equity investor, focused on the software sector, with $1.5 billion of capital under management. At Frontier, Bob is an operating partner with and board director for each of ListenFirst Media, Igloo Software and VibeHCM and works in support of each company’s leadership team to drive sustainable value creation over time.

In 2018, Bob completed board roles for two other Frontier Capital portfolio companies; Zephyr Software and MultiLing Corp. Bob aided Frontier and executive management in completing successful exits for each company in the second half of 2018.

Prior to Frontier Capital, Bob was an Operating Partner with Lake Capital, a mid-market private equity investor. Prior to Lake Capital, Bob spent nine years as a partner at Willis Stein & Partners, also a mid-market private equity investor. Prior to Willis Stein he spent 17 years as a general manager running operations as large as $3.5 billion in revenue for companies including Ameritech (now AT&T), APAC Customer Services (now Stream) and MCI Communications (now Verizon).

Bob holds a BS degree in Mechanical Engineering from the Rose-Hulman Institute of Technology and an MBA from Northwestern University’s Kellogg School of Management.

McNally, Sean.jpg

Sean McNally, Partner, Prairie Capital
Panelist - Working with Venture Capital and Equity Firms as Operating Partners and Directors to Add Value

Sean is a Partner at Prairie Capital and joined the firm 2004. Sean currently serves on the board of Family Allergy & Asthma and previously served other Prairie portfolio companies, including Northfield Medical, Riverchase Dermatology, National Enzyme Corporation, and Captek Softgel. Prior to Prairie, Sean was an Analyst in the Business Services Group in the corporate finance department of William Blair & Company, focusing on mergers and acquisitions advisory services and public and private equity financings. Sean graduated from the University of Illinois with a BS in Finance. He received his MBA from the Booth School of Business at the University of Chicago.

Christensen, Amy.png

Amy Christensen, Partner, The Vistra Group
Panelist - Working with Venture Capital and Equity Firms as Operating Partners and Directors to Add Value

Amy Christensen is a Partner and founding member of The Vistria Group, a Chicago-based, middle-market private equity firm that invests in healthcare, education, and financial services companies. She is responsible for the sourcing, due diligence, execution and portfolio management of Vistria’s healthcare investments. Ms. Christensen is also a board member of Behavioral Health Group, Supplemental Health Care, St. Croix Hospice, and Chiro One Wellness Centers.  Ms. Christensen previously served on the boards of Angel MedFlight and Alacura. She has executed numerous private equity transactions across a variety of industries including healthcare, business services, financial services, and technology. Prior to joining Vistria, she was an investor with NewSpring Capital, The Gores Group, and CCP Private Equity Partners. Ms. Christensen has also spent time advising health systems as a healthcare consultant with The Huron Consulting Group. She received her MBA from The University of Chicago Booth School of Business and her B.S. from Northwestern University.

Berkhemer Credaire, Betsy.jpg

Betsy Berkhemer-Credaire, CEO, 2020 Women on Boards, CEO, Berkhemer Clayton Retained Executive Search
Speaker - Negotiating the Opportunity

In January 2018, Betsy was named national CEO of the 501c3 nonprofit public awareness campaign called “2020 Women on Boards” dedicated to achieving at least 20% of all public company board seats held by women by the year 2020. Its website tracks the Russell 3000 Index companies in the U.S. citing how many women are on each board, if any. As of 2018, the national statistic is 17.7% of all board seats in the Russell 3000 are held by women; and one-fourth of all public companies don’t have any women directors.

Author of the book "The Board Game – How Smart Women Become Corporate Directors," with 10,000 copies in distribution nationally, Betsy explains how 58 women directors found their first board seats. For 17 years, Betsy chaired the Los Angeles/Orange County chapter of Women Corporate Directors (WCD), a global nonprofit network of women serving on public and private boards. She is a frequent keynote speaker throughout the U.S.

Based in downtown Los Angeles, Betsy co-founded Berkhemer Clayton Inc. 25 years ago, specializing in senior management Communications, Marketing, Finance and Board searches for corporations, universities and large nonprofits. Client companies include Bank of America, GAP, Mattel, Toyota USA, Ross Stores, Southern California Gas Company, Sempra, Kaiser Permanente, Tournament of Roses, City of Hope, UCLA, USC, Chapman University, American Lung Association, Big Brothers Big Sisters Los Angeles, and more.

Since 2000, she has served on the statewide board of the National Association of Women Business Owners-California (NAWBO-CA), representing the issues and interests of 1.5 million women business owners in CA. She was on board of Southern California Leadership Network (SCLN) for 25 years, and the advisory boards of Edison (SCE) and UCLA Medical Center.

Before going into retained executive search, Betsy built a major public relations agency in downtown Los Angeles which was acquired by global firm Golin/Harris based in Chicago. She's a graduate of UCLA. She lives in Little Tokyo, downtown Los Angeles.

Momtazee, Jim.jpg

Jim Momtazee, Investor, Recent Head of Health Care, KKR; Boards: BridgeBio, PRA Health Sciences, MDMA
Speaker - Conversation with Private Equity

Jim Momtazee worked at KKR for over 21 years with the majority of that as Head of the Americas Health Care team, overseeing the Private Equity, Growth Equity and Royalty & Income strategies.  He was directly involved investing over $10 billion of equity capital in health care.  He was a member of the Investment Committee and Portfolio Management Committee for the Americas Private Equity, the Health Care Strategic Growth and the Health Care Royalty & Income strategies and acted as Chairman of the Health Care Strategic Growth Investment Committee.  He has served on 17 corporate boards over the past 15 years including a diverse array of companies such as HCA Healthcare, Jazz Pharmaceuticals, Global Medical Response and Heartland Dental.   He is currently on the boards of two public companies: PRA Health Sciences (Lead Independent Director) and BridgeBio Pharma.  He is also on the Board of Directors of the Medical Device Manufacturers Association (MDMA).  Prior to KKR, he worked at Donaldson, Lufkin and Jenrette on a broad range of corporate finance, mergers & acquisitions and merchant banking transactions.  He has an AB and an MBA from Stanford University. 

Moerschel, Greg.jpg

Greg Moerschel, Managing Partner, Beecken Petty O’Keefe & Co.
Panelist - Conversation with Private Equity

Greg is the Managing Partner of BPOC.  He joined the firm as a Partner in 1997, commensurate with the closing of Fund I.  Prior to that, Greg was a senior healthcare research analyst at ABN AMRO, after previously being a healthcare investment banker with Ken O’Keefe and David Beecken at First Chicago.

Greg serves or has served on the board of directors of Cranial Technologies, Inc., EMSI, Genezen Healthcare, Inc., Genoa Healthcare, Hospital Physician Partners, The Hygenic Corporation, Maxor National Pharmacy Services, Medical Solutions, Medicus Healthcare Solutions, NetRegulus, Inc., NeuroSource, Inc., Preferred Homecare, RSA Medical, Take Care Health Systems, TIDI Products and Zenith American Solutions, Inc.

Greg received a B.A. degree in economics from Northwestern University and an M.B.A. degree in finance and health services administration from the Northwestern University Kellogg Graduate School of Management.


Samantha Carey, Partner, Washington, DC and Member, Healthcare & Life Sciences, Private Equity and CEO & Board practices, Heidrick & Struggles
Moderator - The Public vs Private Board Experience

Samantha Carey is a partner in Heidrick & Struggles’ Washington D.C. office and a member of the Healthcare & Life Sciences, Private Equity and CEO & Board practices. She also serves as practice leader for Healthcare Services.

Prior to joining Heidrick & Struggles, Samantha led the healthcare services practice at a leading search firm. She began her search career with a boutique search firm.

Prior to leadership search, Samantha was with a boutique strategy consulting firm serving the healthcare and life sciences industry. There she focused on M&A, transformation and redesign work within the provider and managed care space, building outpatient and physician networks and helping to shape early managed care and capitation programs.

Samantha serves on the board of Pact, a $200+M NGO focused on delivering sustainable development solutions in developing countries. She was named to BusinessWeek’s list of the “World’s Most Influential Headhunters” in 2008.

Samantha graduated Magna Cum Laude from Kenyon College in Ohio.


Jean Rush, Board member of WBL, Addus Homecare, Eventus Wholehealth, Little Spurs, Aarete, and Vaxcare
Speaker - The Public vs. Private Board Experience

Wholehealth, Little Spurs, Aarete, and VaxcareJean Rush is an enterprising CEO and Director with extensive experience in dramatically increasing business, profit, and market share growth for several companies within multi-billion dollar corporations. She has successfully transformed corporate visions into lucrative and workable solutions, designing and delivering high impact strategic plans and turning around operationally or financially challenged organizations. Ms. Rush’s expertise encompasses government, commercial, and international healthcare. She was recently the Executive Vice President of Government Markets at Highmark where she had P&L responsibility for Highmark’s $7B highly regulated government businesses, including Medicare, Medicaid, Individual and Small Group markets. In this role, Ms. Rush was responsible for the $1B financial turnaround of Highmark’s government businesses within a two year period.

Prior to joining Highmark, Ms. Rush was Senior Vice President of Complex Care for Centene Corporation, with P&L responsibility for the Long Term Care and Medicare/Duals business across all Centene markets. In this role, she completed an operational turnaround of Centene’s Medicare business, positioning it for future growth including the successful launch of five Dual Demonstration projects. Prior to this position, Ms. Rush served as Senior Vice President of Health Plan Operations for Centene where she had P&L responsibility for six Medicaid and Medicare health plans across the country. Ms. Rush has served as the CEO and Plan President of Kentucky Spirit ( a start-up health plan), and as the President of CIGNA Government Services, a wholly owned subsidiary of CIGNA, where her company won several large government procurements, launched a Joint Venture with BCBS of Tennessee, and was awarded the prestigious Excellence (Baldrige) award for the state of Tennessee.

Ms. Rush earned her BA from Boston College and her MBA from the University of Connecticut. Ms. Rush currently serves on the Board of Directors for Addus (Nasdaq: ADUS), including both the Audit and Government Relations committees of the Board. She is also on the Boards for Eventus WholeHealth (an integrated long term health services provider), Women Business Leaders in the US Healthcare Industry (WBL), Little Spurs, and the Advisory Boards for Aarete, a global management consulting company, and VaxCare. Previously she served on a number of corporate boards, including CIGNA Government Services, Capstone Government Solutions, Peach State Health Plan, Bridgeway Health Plan, Buckeye Community Plan, Gateway Health Solutions, Highmark Delaware and West Virginia Family Health. She has also served on numerous non-profit Boards including the Pittsburgh Food Bank, Mid-west Easter Seals, and Tennessee Center forPerformance Excellence.