PIVOT HEALTH ADVISORS - Key Persons

Job Titles:

• CEO
• President Emeritus - Baptist Health Care

Job Titles:

• CEO / Center for Health Affairs

Job Titles:

• President

Job Titles:

• CEO Emeritus - Sentara Health

For more than 20 years, David L. Bernd served as the Chief Executive Officer of Sentara Healthcare, a Mr. Bernd served as chairman of the American Hospital Association Board of Trustees, making him the

Job Titles:

• CEO

Doug holds a doctorate degree in clinical psychology from the Adler Professional School of Psychology and a Master's Degree in counseling from Wright State University. He has earned the Master Certified Coach designation from the International Coach Federation and is a practicing member of ICF. Doug is the co-author of Go Positive: Lead to Engage and several training program manuals that focus on leadership development.

Fred Hobby joined the Institute for Diversity in Health Management (Institute) as president and CEO in 2005 with more than 25 years of hospital administration experience in three states and six hospital systems. Fred led the Institute into its second decade of service, developing tools and resources to enhance diversity in our nation's hospitals, and helping health care organizations with their diversity activities. Fred began his hospital administration career with Humana, Inc. in Louisville, KY after serving 4 years as the Executive of the City's Affirmative Action Department and 3 years on the faculty of the University of Louisville. Before joining the Institute, Fred spent 10 years with the Greenville (SC) Hospital System (GHS), a 1,086-bed acute care teaching hospital system. As an administrator and chief diversity officer at GHS, he developed and implemented a system-wide diversity initiative that is nationally recognized for its comprehensiveness and success. Its components include diversity training and education for the system's 7,200 employees as well as an extensive language interpretation center to better serve patients who speak languages other than English. The GHS Language Center was the first recipient of a recognition letter from the HHS Office of Civil Rights recognizing the system's compliance with the Federal LEP Guidelines. Prior to joining GHS, Fred served as the Chief Operating Officer with the Portsmouth (VA) General Hospital and is a former CEO of the Newport News General Hospital. Fred received a bachelor's degree in history and political science from Kentucky State University in Frankfort, KY, and a master's degree in sociology from Washington University in St. Louis. He is a frequent guest speaker on diversity and featured at a number of prestigious national conferences. In 1999, he was named "Senior Executive of the Year" by the National Association for Health Services Executives. Fred was named to Modern Healthcare magazine's "100 Most Powerful People in Healthcare" in August, 2006 and 2007. He was the cover story in the 2006 Winter issue of HR Pulse, the official publication of the American Society for Healthcare Human Administration. Fred currently serves on the National Board of the Certification Commission for Healthcare Interpreters (CCHI). He was selected to represent the interest of hospitals and has served since its inception. Fred is also and a member of the CCHI Executive Committee. In 2010, Fred was selected as a content expert to serve on the National Project Advisory Committee (NPAC) of the CLAS Standards Enhancement Initiative. The NPAC was created by the Dept. of Health and Human Services' Office of Minority Health to modify current standards or create new ones to advance equity in the health care delivery system. Fred is married to Patricia King-Hobby and they have three children: twins, Brian and Ryan and daughter, Ashley.

Job Titles:

• Transformation / Innovation Advisor and Executive / Leadership Coach

As Founder and Principal at Desert Vista Advisors, Jack provides advisory support and executive coaching to individual leaders, management teams, and organizations. His experience combines his passion for consulting and executive coaching with over three decades as a Partner with international executive search and leadership consulting firms. He is certified as an executive coach by the Hudson Institute of Coaching in Santa Barbara, California and a Life Fellow in the American College of Healthcare Executives. Previously, he served as a Consultant at Spencer Stuart where he specialized in CEO, Board, and senior level executive management assignments in the healthcare industry. During his search career he conducted more than 400 CEO, Board Director, COO, CFO, CMO and other top management searches for clients, including healthcare providers, physician organizations, academic medical centers, payors, associations and professional service firms. During his tenure, he served as the Healthcare Services Practice Leader and managed the firm's Los Angeles Office. Acknowledged by his Spencer Stuart colleagues for high-quality work on behalf of his clients, Jack received the firm's prestigious Lou Rieger Quality Award five times. Prior to entering the executive search profession, Jack's career spanned several segments of healthcare, including management positions with Healthwest, an integrated healthcare system, where he held senior roles at the flagship hospital and other entities. Earlier in his career, Jack was a consultant and manager with the healthcare practice of Coopers & Lybrand (today PWC). Jack is active in the industry, is a former regent of the American College of Healthcare Executives, and served as chair of the ACHE Consultants Forum. A noted expert on leadership, governance and career success, Jack's expertise has been featured in articles on career management and corporate governance in leading trade publications such as Trustee, Modern Healthcare, Healthcare Executive, and The Journal of Healthcare Management. He regularly speaks at industry events and in university settings.

Job Titles:

• Executive Emeritus - Franciscan Missionaries of Our Lady Health System, Inc

John J. Finan, Jr. has over 50 years of experience in healthcare leadership and operations. He has held senior positions in the Midwest and in Louisiana and is active in many professional organizations. Mr. Finan is a former Chair of the Board of Trustees of the Catholic Health Association, former member of the American Hospital Association Board of Trustees, was Chair of the Operations Committee and a member of the Executive Committee. He is a former Board Chair of the VHA Health Foundation and member of the VHA Board of Directors, and a former member of the Board of Directors of the Council for a Better Louisiana. Mr. Finan served as Chair of the Board of Trustees of Loyola University in New Orleans, and as Vice Chair of the Mercy Health System Board of Directors in St. Louis. He is also a member of the Board of the Public Affairs Research Council, and is a former Chair of the Louisiana Association of Business Industry Board of Directors. He also served as Chair of the Board of Governors at the Clinical Center at the NIH. He has held academic appointments at Southern Illinois University, Washington University School of Medicine, University of Alabama School of Health Related Professions, and The George Washington University. Mr. Finan received his BS degree from Louisiana State University at New Orleans and his MBA from Loyola University of New Orleans. His professional interests include strategic planning, process improvement, leadership development and cost management. He and his wife of 50 years, Patty, have a wonderful family of 3 children, a daughter-in-law, son-in-law and 3 grandchildren. Mr. Finan and his wife reside in Covington, Louisiana.

Job Titles:

• Chief Operating Officer / Proton Therapy Partners

Job Titles:

• Advisor
• CEO
• Consultant
• CEO / MDP Associates

Michael D. Pugh has over thirty years of CEO experience in hospitals, health care systems, managed care organizations, consulting and health care technology companies. Mr. Pugh is an internationally known advisor and consultant to health care organizations, providers, payers, trade associations, technology companies and government organizations. He is an Adjunct Professor at the University of Colorado Denver Business School Health Administration Program, an Instructor in the Mt. Sinai Medical School Health Care Leadership Program and a Senior Faculty member for the Institute for Healthcare Improvement (IHI). Currently Mr. Pugh serves as the Vice Chair of the IHI Leadership Faculty. Mr. Pugh is a co-author of the IHI white paper "High-Impact Leadership: Improve Care, Improve the Health of Populations, and Reduce Costs" and the highly popular IHI White Paper, "Seven Leadership Leverage Points for Organization-Level Improvement in Healthcare." Since 1998 Mr. Pugh has focused his consulting and advisory practice on helping senior leaders define and execute strategies for improvement and organizational transformation. Specific areas of expertise include strategy, leadership, governance, clinical integration, quality systems, quality measurement, technology and strategic planning. Mr. Pugh has been active in health care leadership and has served on the boards of the American Hospital Association, the AHA Health Forum, the Joint Commission and the Colorado Hospital Association. He is a frequent speaker at regional and national conferences on subjects of leadership, governance, strategy and quality. Mr. Pugh holds a B.S. and an M.P.H. in Health Care Administration from Tulane University, New Orleans, Louisiana and is the author of multiple articles and book chapters on quality and governance. He resides in Southern Colorado where he can pursue his passions for fly fishing, mountain biking and skiing.

Michael Rock, M.D. was the Chief Medical Officer at Mayo Clinic Hospitals/Mayo Foundation having transitioned in January 2014. In addition, he serves as a Consultant to the Department of Orthopedic Surgery at Mayo; is a Professor of Orthopedics at the College of Medicine, Mayo Clinic; and has teaching/examining privileges in Biomedical Engineering at Mayo Graduate School. He continues an active surgical practice. Dr. Rock served as Chair of the Institution's Financial Analysis and Performance Committee and the Finance Committee. He also served as a member of the Mayo Rochester Board of Governors and Executive Operations Team. Dr. Rock served as CMO of Mayo Clinic Hospitals, and in this capacity, was a key member of Mayo Clinic's Clinical Practice Committee. He is a member of Mayo's Government Relation's Board, which seeks to increase dialogue among national stakeholders to improve the health care delivery of the country. Dr. Rock is a member of Mayo Trustee Directed Payment Reform Coup and its Executive. Dr. Rock was an active member with the AHA Section for Health Care Systems since 2003 and served as Chair in 2008. He was also a member of the AHA Board of Trustees from 2010-2012 and AHA Executive Committee from 2011-2012. Doctor Rock was Chairman of the AHA Physician Leadership Forum Advisory Committee from 2010-2012 and continues as a member of the Clinical Leadership Committee. In addition, Dr. Rock served on the AHA Long-Range Policy Committee in 2008 and was Chair of the AHA Leadership Council in 2009. He assumed the role of Chair of the AHA HRET Board of Trustees in 2013 and served as Co-Chair of the Committee on Research and Committee on Performance Improvement in 2015. Dr. Rock received his bachelor's degree in science from the University of Western Ontario in Canada, and later went on to receive a Doctor of Medicine cum laude from the same university. Dr. Rock did his post-graduate fellowship training in orthopaedic oncology at The Rizzoli Institute in Bologna, Italy and the Mayo Clinic in Rochester, MN. Dr. Rock is married with four children and lives in Rochester.

A seasoned and successful executive with a demonstrated track record of leading the delivery and application of innovative technology to enable improved quality, safety, ease of access, and overall effectiveness of progressive healthcare services. A strategic and innovative executive who fosters relationships and who has earned a reputation for visionary leadership, thoughtful plans, and successful execution and adoption of enterprise system implementations. Mike has more than 30 years of experience in healthcare delivery leadership, strategic planning, health information technology, and electronic health records. He joined Lee Health in 1997, following several years in various information technology leadership positions at Baylor Healthcare System in Dallas, TX. Prior to that, he served as the Vice President of Operations for National Data Communications, a healthcare information systems company also in Dallas, where he was responsible for software and hardware development and hospital implementations. Deep experience with overall advancement of information technology in large integrated delivery system, employing technologies from Epic, Infor, Kronos, and numerous other application vendors in the EHR, revenue cycle, ERP and managed care spaces.

Neil Jesuele has had a 42 year career in the consumer packaged goods and healthcare industries. For the last 35 years he has worked in senior positions with Johnson & Johnson and the American Hospital Association operating in for profit and not-for-profit environments, including the government sector. Prior experience included NPD Research and Perception Research market research/consulting firms and Colgate-Palmolive. He has had extensive experience in multiple disciplines and management environments spanning market research, business development, strategic planning and general management culminating as the AHA Executive Vice President of Leadership and Business Development and President of its For Profit Subsidiaries, Health Forum and AHA Services, Inc. In this capacity, he oversaw the development and growth of numerous companies, divisions and initiatives focused on governance (AHA Center for Healthcare Governance), quality and performance improvement (AHA Quality Center) , health information technology (National Alliance for Health Information Technology), health services research (Health Research and Education Trust), data, publishing and education (Health Forum, Inc), finance (Not-For-Profit Healthcare Investor Conference) and diversity and inclusion (Institute for Diversity) along with bringing Baldrige principles to AHA's work processes. His earliest responsibilities were to reorganize and manage AHA Member Relations and develop the first AHA strategic plan and consolidated business plan. At Johnson & Johnson he was instrumental in market development and strategic planning for J&J Hospital Services (now J&J Health Systems) which included working with a number of J&J corporate functions and was largely responsible for the seminal development of the J&J Business Development Council. He has served on the Boards of the William and Mary Annual Fund, National Alliance for Health Information Technology, Health Forum, AHA Solutions, AHA Services, the AHA Center for Healthcare Governance, The Institute for Diversity and was the senior AHA executive at its governance committees-AHA Operations, Audit, Investment and Benefits. He presently serves on the board of directors of Bioscape Digital, Inc., a patient engagement and satisfaction technology business and is an AVIA Advisor, a health innovation and technology accelerator and Advisor with Pivot Health Advisors. He is also one of the principals of DroneVideos.com and J&J Studios. Mr. Jesuele received his Bachelor of Business Administration degree from the College of William and Mary and an MBA in Finance and Marketing from Fairleigh Dickinson University. Executive education programs include: Duke Fuqua School, Northwestern Kellogg School of Management, and Harvard Business School.

Job Titles:

• Coordinator
• Marketing Consultant
• Member of the Pivot Leadership Team

Job Titles:

• Nurse
• CEO Emeritus - American Organization of Nurse Executives

Pam Thompson, MS, RN, CENP, FAAN, is chief executive officer emeritus of the American Organization of Nurse Executives (AONE). Prior to her appointment, she served 16 years as AONE CEO and senior vice president nursing/chief nursing officer of the American Hospital Association. She was responsible for the management and administrative leadership of AONE, as well as the AHA Workforce Center and addressing issues specific to strengthening the health care workforce and the redesign of patient care delivery. Before joining AONE, Thompson was vice president of the Children's Hospital, Obstetrics, Psychiatric Services, and Strategic Planning at Dartmouth-Hitchcock Medical Center in Lebanon, New Hampshire. Thompson served as the chair of the National Patient Safety Foundation (NPSF) Board of Directors, was a member of the Lucien Leape Institute of NPSF and the NPSF Board of Advisors. Thompson was also chair of the New Hampshire Hospital Association board of trustees and the New Hampshire Foundation for Health Communities, as well as past president of the New Hampshire Organization of Nurse Executives. Thompson was a founding member of the Behavioral Health Network in New Hampshire and served as chairman of the board. Pam's passion is her international work. She has developed and taught in numerous leadership programs in Croatia, Central and Eastern Europe, the former Soviet Union Republics, Tanzania, and Mozambique. Thompson is the recipient of numerous awards including the American College of Healthcare Executives 2009 Edgar C. Hayhow Award for an article she co-wrote about the results of a national survey on chief nursing officer retention and turnover. She also received the California Association of Nurse Leaders Lifetime Achievement Award, the National League for Nursing's President's Award, the AONE Lifetime Achievement Award, the American Association of Critical Care Nurses' Distinguished Career Award, and the Executive Fellows in Innovation in Healthcare Leadership inaugural Kathy Malloch Innovation in Education award. She earned her Master of Science degree from the University of Rochester, New York and her Bachelor of Science degree from the University of Connecticut. Thompson is a fellow of the American Academy of Nursing. She resides in Manassas, Virginia with her husband, Bob. She is a beekeeper and enjoys travel and cooking.

Job Titles:

• CEO
• CEO Emeritus - Women 's Hospital

Teri Fontenot, FACHE, is CEO Emeritus of Woman's Hospital. She was the President and CEO for 23 years until her retirement in March 2019. Teri began her career at Woman's in 1992 as chief financial officer and became CEO in 1996. Under her leadership, Woman's became the largest birthing hospital (8200 births annually) and neonatal intensive care unit (84 beds) in Louisiana, and is the only independent, nonprofit women's hospital in the country. Teri led tremendous growth and development at Woman's, including a $340 million replacement campus that opened in August 2012 with increased capacity for service expansion. Recent notable achievements include a strategic partnership with Mary Bird Perkins-Our Lady of the Lake Cancer Center to open the nation's only specialized breast and gynecologic cancer facility in one location. The Birth Center of Baton Rouge, a midwife model of care facility, opened on Woman's campus in late 2018 to provide more comprehensive obstetrical service. Teri was included in Modern Healthcare magazine's Top 100 Most Influential People in Healthcare in 2011 and 2012, and named to Modern Healthcare magazine's inaugural list of the Top 25 Women in Healthcare in 2005. She was honored as Businessperson of the Year in 2013 by theBaton Rouge Business Report, received the inaugural Becker's Hospital Review Healthcare Leadership award in 2013 and again in 2016, and was a 2011 inductee of the Louisiana State University E. J. Ourso College of Business Hall of Distinction. Teri is a CPA (inactive), holds an MBA, is a Fellow of the American College of Healthcare Executives. She is married with two children, four grandchildren, and a pug.

Job Titles:

• Medical CenterPresident / CEO
• President / CEO - Grinnell Regional Medical Center - Retired
• President and CEO of Grinnell Regional Medical Center

Linden became president and CEO of Grinnell Regional Medical Center (Grinnell, Iowa) in 1994 and retired on December 31, 2017. Prior to moving to Grinnell, Linden was the administrator of Green County Medical Center (Jefferson, Iowa) for nearly six years, launching his CEO experience at just age 28. He received both his Master's and Bachelor's degrees from the University of Iowa and is a fellow in the American College of Healthcare Executives. He is currently leading the integration of GRMC into UnityPoint Health and transition to new leadership into 2018 and is now focused on expanding Linden Consulting. Linden Consulting specializes in advising organizations seeking to improve the healthcare system in America by innovating and solving problems in the delivery system. Clients include Bioscape Digital, CuVerro, SmartScipts and So Sound Solutions; all companies advancing the quadruple aim of enhancing the patient experience, reducing cost, improving the health of the community and restoring the joy in caring. Linden also presents at national conferences and state hospital association meetings covering topics of leadership effectiveness, governance excellence, quality and safety improvement, and creating a culture of innovation. Linden Consulting focuses on working with governing boards on process improvement, best practice development, retreat planning and facilitation and building optimal trustee / executive relationships. Other areas of expertise include strategic planning, facilities development, executive performance, philanthropy improvement, and innovation cultivation. Under his leadership the past 24 years, Grinnell Regional enjoyed dramatic growth. Known nationally for its innovation, GRMC has the newest generation da Vinci surgical robot and its Bariatric Center of Excellence is one of the largest weight reduction centers in Iowa. GRMC has been cited by The Washington Post and USA Today for its optimal healing environment and by AARP Magazine as one of America's Safest Hospitals. Collaborative research with Grinnell College at GRMC resulted in a study showing use of copper alloy touch surfaces in patient rooms dramatically reduced bacteria load and therefore reduced the chance for the spread of infection. Cited in the New York Times and the Wall Street Journal, along with over 120 other publications, this study is changing the way hospitals are thinking about keeping their patients safe. Other innovations included the establishment of a community fitness and wellness center, imbedded in the medical center in 1996 and creation of an integrated medicine center in 2002. Since coming to Grinnell in 1994, Linden has received numerous honors including the University of Iowa's "Outstanding Alumni Award", the Iowa Hospital Association's "Excellence in Leadership Award", "The 50 Rural Hospital CEOs to Know" by Becker's Hospital Review, "The Board of Trustees Award", by the American Hospital Association and most recently the "The Patriotic Employer Award" by the US Department of Defense. He has had the opportunity to testify in the U.S. House, the U.S. Senate, and special conferences with both President's Clinton and Obama on health care and economic development issues. Linden, widely recognized as expert in rural healthcare and health improvement, he served on the American Hospital Association's Board from 2000-2005 and the National Rural Advisory Committee for the US Department of Health and Human Services 2007-2011. He currently serves on the boards of the Health Forum, Grinnell College and the University of Iowa College of Public Health. He is also an adjunct professor at the University of Iowa, as well as a regular faculty for the American College of Healthcare Executives.

Job Titles:

• CEO
• Member of the Pivot Leadership Team
• President
• Market Strategist, Transformation / Innovation Advisor, Executive / Leadership

Tony focuses on developing strategic branding while building powerful partnerships to deliver revenues and profits. He is a motivational and passionate team leader who energizes others to accomplish exceptional performance in planning, business development, sales and marketing. Tony is the CEO of Pivot Health Advisors, a management consulting firm committed to advancing Tony is a results-driven executive and top corporate officer with a demonstrated track record of

Job Titles:

• CEO
• President