SURROUND CARE - Key Persons

Job Titles:

• Chief Financial Officer
• Leader
• Navvis' Executive Vice President and Chief Financial Officer

An executive with expertise in both finance and operations, Bob is a leader focused on building, implementing, and managing successful population health strategies. With more than 30 years of experience working in and with hospitals, medical systems, health systems, and health plans, Bob's expertise spans financial management and performance, business strategy, and operational delivery. Bob serves as Navvis' Executive Vice President and Chief Financial Officer. In addition to this role, Bob continues to help lead Navvis' healthcare transformation in Hawaii, specifically working on community and social determinants of health (SDoH) initiatives in East Hawaii. Prior to joining Navvis, Bob served in executive leadership roles, including CFO, for several community, multi-hospital, teaching, and faith-based hospitals and health systems. He served as SVP and COO for a network of ten hospitals and their respective PHOs and IPAs, leading risk-based managed care-contracting. Bob also has experience in ambulatory care strategies. Bob graduated summa cum laude from Villanova University with a Bachelor's of Science degree in accounting. He is a member of the Healthcare Financial Management Association (HFMA) and the Pennsylvania Institute of Certified Public Accountants, where he has served on the statewide Health Care Committee.

Job Titles:

• Physician
• Esse Health As a Physician
• Expert
• Physician and Board Member Esse Health

Bryan Burns is an expert physician with a demonstrated history of improving disease management, quality of patient care, and physician relations in the hospital and healthcare industry. Board-certified in internal medicine, Dr. Burns joined Esse Health as a physician in 2018. In that role, he is responsible for providing exceptional health care while collaborating to advance Surround Care's mission to transform healthcare. Prior to Esse Health, Dr. Burns completed his Internal Medicine Residency at St. John's Mercy Medical Center, and then practiced for nine years at St. Anthony's Medical Center, where he also served on the physician organization board of directors. He received his doctorate in osteopathic medicine from the Oklahoma State University Center for Health Sciences and earned a master's degree in healthcare quality and safety management from Jefferson University's School of Population Health. He also holds a B.S. in biochemistry from the University of Missouri-Columbia. Dr. Burns has been recognized by the National Committee for Quality and Assurance (NCQA) and the American Heart Association/American Stroke Association for high-quality care to patients with heart disease and/or stroke. He serves on the United Healthcare's Physician Advisory Board and has served as a physician advisor to the St. Louis Business Health Coalition.

Job Titles:

• Chief Marketing Officer
• Expert

Chuck is the rare marketer with equal expertise in business, strategy, and product management. With 20 years of senior leadership experience, Chuck is an expert communicator, strategist, and innovator who helps diverse teams effectively collaborate toward collective long-term goals. At Navvis, Chuck leads all aspects of strategy and marketing, and is integral to the development of our Real-Person Care approach. He works closely with Navvis senior leadership to ensure our products align with market and client needs, and he partners with our product and technology teams to help translate those needs into actions. Chuck is an expert in identifying value generation opportunities, and in helping organizations uncover and celebrate their greatness. Chuck has extensive experience working with early-stage and high-growth companies, and is equally experienced in developing new markets and categories in healthcare. Prior to Navvis, Chuck served as SVP of Marketing and Product Management for Healthways, a total population health company serving health systems, health plans, and employers. He was also CMO for Connance, a company focused on predictive analytics and workflow technology. Prior to Connace, Chuck was VP of Marketing for Silverlink Communications, a healthcare engagement company.

Job Titles:

• Chief Operating Officer
• Executive Leader for Navvis
• Healthcare Expert

Courtney is a healthcare expert with a distinct ability to balance market-focused healthcare strategy with market-leading operational performance. As Navvis' Chief Operating Officer she ensures that physician-led and patient-centric care is optimized across all markets, for all client partners, physicians, and stakeholders. In her role Courtney is the executive leader for Navvis operations engaging with and supporting physicians, practices, cross-continuum facilities, and commercial, Medicare, and Medicaid patient populations. Teams under her leadership have responsibility for multiple aspects of the Navvis solution, from initial strategy development, to implementation, to ongoing operational management. This includes Navvis Market Presidents, Practice Optimization Program team, IT team, Data Science & Analytics team, and Solution Deployment team. In addition to leading Navvis' operations, Courtney and her team work closely to co-manage operational centers with our client partners. This includes centralized and in-market multi-disciplinary care management teams responsible for patient care across primary, acute, post-acute and home settings. Courtney has a wealth of expertise in strategy, operations, primary care delivery, and market partnerships. She previously served as Navvis' Market President for the Florida market, and was Chief Client Services Officer, a function that is part of her role as COO. Prior to joining Navvis, Courtney was a Population Health Manager for a national population health company, where she guided physicians and health systems in the transition towards value-based payments. In this role, she focused on coordinating care management for high-risk patients, improving performance to grow the Accountable Care Organization (ACO), identifying process improvement opportunities, and sharing data analysis with stakeholders. Courtney also worked for Northeast Georgia Health System, a top ranked (state and national) hospital. Courtney served as Practice Administrator for a primary care office within the system's established medical group. She successfully implemented a PCMH model within her practice, resulting in Level 3 accreditation with NCQA. She also worked in the emergency department where she was a patient advocate, working closely with both physicians and patients during traumatic events, while continuously improving patient satisfaction. Courtney earned a Bachelor of Science degree in Business Administration from Baker College, and an Associate of Applied Science degree in Accounting from Lanier Technical College.

Job Titles:

• CEO, National Physician Enterprise
• Strategic Advisor

As the Chief Executive Officer of the National Physician Enterprise at Surround Care and Executive Vice President at Navvis, Dr. Craig E. Samitt leads efforts to expand and scale the company's work with and support for physician enterprises. Dr. Samitt will lead the company's national footprint expansion of physician enterprises. through partnerships, joint ventures, and acquisitions, allowing physician groups to thrive on their journey to delivering transformative care. He will also support Navvis' growth and expansion, furthering the company's in-market partnership model of working with health systems, physician enterprises, and health plans. Prior to Surround Care, Dr. Samitt served as the President and CEO of Blue Cross and Blue Shield of Minnesota (BCBSMN), the first Blue plan in the nation and Minnesota's largest managed care company, serving more than 3 million members. During his tenure at BCBSMN, Dr. Samitt drove a transformation of the organization's strategy, operational performance, and culture, aimed at reinventing healthcare in the U.S. and becoming one of the best Blue plans in the nation. His work focused on forging groundbreaking, value-based partnerships with health systems and independent physician practices, pivoting the health plan's resources and capabilities toward population health, data/analytics and care-delivery, and driving an intensive focus on cultural transformation, diversity and inclusion, and racial and health equity. Prior to his tenure at BCBSMN, Dr. Samitt served as President of the diversified business group for Anthem, Inc., a Fortune 30 company and the nation's largest Blue plan. In this capacity, he unified and aligned Anthem's diversified businesses including AIM, CareMore, HealthCore, and Data/Analytics, and drove the acquisition of Aspire Health. During much of his tenure at Anthem, Dr. Samitt served concurrently as Chief Clinical Officer, where he led the company's medical management, healthcare analytics, provider collaboration, payment innovation, total cost of care, and quality divisions. Previously, Dr. Samitt served as Partner and Global Provider Practice Leader of Oliver Wyman's Health & Life Sciences division; President and CEO for HealthCare Partners, a subsidiary of DaVita HealthCare, one of the largest physician-centric delivery systems in the U.S.; and President and CEO of Dean Health System, one of the largest integrated health systems in the Midwest. He also held senior leadership roles at Fallon Clinic (now Reliant Medical Group), Harvard Pilgrim Health Care, and Harvard Community Health Plan (now Atrius Health). A nationally recognized expert and thought leader on the transformation of U.S. healthcare, Dr. Samitt serves as a strategic advisor to federal and state agencies, national and regional health plans, and various digital health corporations and care delivery start-ups. From 2012 to 2018, Dr. Samitt served as a Commissioner on MedPAC, an influential, independent congressional agency established to advise Congress on policies related to payments to private health plans participating in Medicare and health care providers serving Medicare beneficiaries. Dr. Samitt holds board and advisory roles with Vori Health, Seminal Healthcare at SEMCAP, Waymark Health, NCQA, NIH Clinical Center, and Hennepin Healthcare Foundation. In the past, Dr. Samitt served on the boards of the Blue Cross and Blue Shield Association, National Institute of Healthcare Management (NIHCM), Prime Therapeutics, and Healthcare Payment Learning and Action Network (HCP-LAN). He was named as one of the "50 Most Influential Physician Executives and Leaders" by Modern Healthcare. Dr. Samitt serves as an annual faculty lecturer at the Wharton School of Business. He earned his medical degree from Columbia University, completed his medical residency in Internal Medicine at Boston's Brigham and Women's Hospital, and received his MBA in Health Care Management from the Wharton School of Business.

Job Titles:

• Chairman of the Board, Esse Health

Job Titles:

• Chief Executive Officer
• Chief Executive Officer of Esse Health

David Kearney is Chief Executive Officer of Esse Health, a St. Louis-based independent multispecialty physician group. Under Kearney's leadership, Esse Health has become a nationally recognized physician organization with top-tier performance in value-based care. The organization has a 27-year track record of delivering exceptional quality to patients throughout the St. Louis metropolitan area. Esse Health has more than 100 physicians, in 45 locations throughout the St. Louis region. Kearney joined Esse Health in 2005. He was previously at Westar Corp, a defense contracting company that was purchased by QinetQ, an international defense contracting firm out of London. Prior to that, Kearney spent 16 years with Union Pacific Corporation and several of its subsidiaries, where he held various financial and accounting positions. He has experience in population health, strategic planning, financial analysis, information technology, risk management, accounting/finance, and treasury management. Kearney is a CPA and holds a bachelor's degree in accounting from the University of Northern Iowa. Recently Kearney earned his Lean Six Sigma Blackbelt certificate from Villanova University. He is a member of several professional and personal organizations including the Missouri Society of Certified Public Accountants, American Institute of CPAs, Medical Group Management Association, and SBR of St. Louis.

Job Titles:

• Chief Executive Officer
• President
• President and CEO of Orlando Health
• Vice Chair of the Christus Health Board

David Strong became president and CEO of Orlando Health on April 9, 2015. Orlando Health is one of Florida's most comprehensive private, not-for-profit healthcare organizations with $6.8 billion of assets under management. Since 1918, Orlando Health has been a leader in Florida, growing from a single hospital into an award-winning organization that attracts healthcare consumers from across the Southeastern United States. The system has 15 wholly owned hospitals and emergency departments, and more than 22,000 team members. Orlando Health's 450 locations include rehabilitation services, cancer centers, imaging and laboratory services, wound care centers, physician offices for adults and pediatrics, and urgent care centers.

Job Titles:

• Physician and Healthcare Executive
• Physician, Executive Vice President, Internal Medicine Department Chair, and Board Member Esse Health

John Rice is a renowned physician and healthcare executive whose expertise helps deliver high-quality, value-based care to the people and communities that Esse Health serves. As a founding member of Esse Health in 1995, Dr. Rice has been an integral force within the physician organization since its inception. Today, Dr. Rice serves as a physician as well as Executive Vice President and Internal Medicine Department Chair at Esse Health. Prior to Esse Health, Dr. Rice practiced as an internist at HealthKey. Board-certified in internal medicine, Dr. Rice earned his medical degree from the University of Missouri Medical School. He also holds an MBA from Washington University and a B.A. in chemistry from St. Louis University.

Job Titles:

• CEO, Medi Leadership
• Expert
• President of MEDI

Lee is an expert in strategic performance, culture management, innovation, and creative collaboration. Lee helps healthcare executives unlock their potential for great leadership, and builds high-performing cultures that are driven by powerful leaders. Lee serves as President of MEDI (Morgan Executive Development Institute), a Navvis company. Through healthcare executive coaching, MEDI focuses on the development of executive medical and physician leadership skills. The MEDI team is integral to the Navvis growth and diversification strategy, and works side-by-side with Navvis experts to help foster strong organizational alignment, change management, and physician leadership across our growth and diversification initiatives.

Job Titles:

• CEO
• President
• Chairman of the ʻIolani School Board of Governors
• President and CEO of

President and CEO | Hawaii Medical Service Association (HMSA) Mark Mugiishi is the president and CEO of HMSA, since February 2020. For the majority of his career Dr. Mugiishi has practiced and taught surgery in private practice and in association with the University of Hawaiʻi John A. Burns School of Medicine. He has served HMSA in a variety of capacities since 1995, from part-time medical director to consultant. In 2015, he joined the leadership team as executive vice president, chief medical officer, and chief health officer. In addition to his leadership at HMSA, Dr. Mugiishi co-founded the Endoscopy Institute of Hawaiʻi and the Eye Surgery Center of Hawaiʻi and was a medical director at Hawaiʻi technology accelerators. He was a general surgeon in the state for nearly 30 years and was associate chair of the department of surgery and director of surgical education at the University of Hawaiʻi medical school.

Job Titles:

• Chairman
• Chief Executive Officer

With more than 25 years of executive leadership experience, Mike Farris is a driving force in the success of healthcare organizations around the country. A visionary leader focused on returning healthcare to a growth industry, Farris sees the opportunity in healthcare to meet the real needs of people across the care continuum, while also enabling healthcare organizations to achieve prosperity. As CEO, Farris' vision fuels Navvis in solving the biggest challenges in healthcare today. With extensive experience in payment models, care delivery systems, and physician alignment strategies, Farris instinctively connects the broken factions of the healthcare system to best support real-person care and to unlock value in ways health plans, hospitals, and health systems never thought possible. Prior to his current role at Navvis, Farris served as Chief Commercial Officer and President, North America, of Healthways, Inc. leading strategy, marketing, operations, and business development. Farris joined Healthways following its strategic acquisition of Navvis & Company in 2011, a company he had founded in 2004. Prior to Healthways and Navvis & Company, Farris was founder, President, and CEO of The Farris Group; President and CEO of LaserSight Incorporated in Orlando, FL (who acquired The Farris Group in 1994); and President of MEC Health Care, Inc., a subsidiary of LaserSight. Farris is an entrepreneur, innovator, and executive leader. A skilled executive coach, Farris' expertise is sought and valued by clients around the country. Over the past three decades, Farris has demonstrated a unique ability to advance organizations and unlock new value sources through strategy, leadership, and operational excellence.

Job Titles:

• Chief Growth Officer

Miles is a true expert in value-based healthcare strategy, operational delivery, and performance. He brings decades of experience as a clinician and executive leader at national organizations like TeamHealth and UnitedHealth Group. This expertise continues to advance Navvis' market-based, physician-led, patient-centric solution. As Navvis' Chief Growth Officer Miles is responsible for building partnerships with health plans, health systems, and physician organizations in current and new markets across the country. He leads our business development, marketing, and strategy teams. In addition, Miles has responsibility for MEDI Leadership, a Navvis subsidiary focused on healthcare executive leadership development and coaching. In his role as EVP of Physician Strategy, Miles is advancing Navvis' capabilities to align, engage, and empower primary and specialty care physicians at both the practice and enterprise level. As an organization Navvis is focused on unlocking the power of a truly physician-led care model. Miles background as both a physician and healthcare operator is foundational in our efforts to build physician culture, align meaningful compensation, and improve value-based care delivery. Prior to joining Navvis, Miles served as Chief Medical officer for TeamHealth, one of the largest physician group practices in the United States, with more than 19,000 clinicians in 48 states. In this role, he was responsible for medical informatics, payment innovation, clinical performance, clinical risk management, patient safety, and medical coding policy and compliance. Prior to TeamHealth, Miles spent 10 years at UnitedHealth Group where he served as Chief Medical Officer of OptumHealth, United's healthcare services business, and as EVP of Clinical Strategy. His accomplishments at United included development and sales of new clinical products and services for employers, health plans, and providers. Prior to serving at United, Miles spent five years as the Chief Medical Officer at Delta Air Lines, managing the benefits programs for more than 180,000 individuals, the workplace health needs of nearly 80,000 global employees, and emergency medical response for millions of passengers. Additionally, he maintained a private practice in Louisville, Kentucky. Miles completed both his undergraduate and medical degrees at the University of Louisville, and his medical residency at the University of Alabama at Birmingham. He is certified in internal and preventive medicine and holds a Master of Public Health.

Job Titles:

• Chief Administrative Officer
• Chief Administrative Officer for Orlando Health

R. Erick Hawkins is the Chief Administrative Officer for Orlando Health. In this role, Hawkins leads the organization's strategic planning, business development, asset strategy and innovation efforts. Hawkins is also responsible for the Orlando Health Foundation and External Affairs & Government Relations. Hawkins previously served as Chief Financial Officer and Vice President of heart and vascular services for the University of North Carolina REX Healthcare in Raleigh. In that position, he was the executive responsible for the organization's strategic innovations, which included the development of REX Health Ventures, a corporate venture capital fund.

Job Titles:

• Chief Financial Officer
• Chief Financial Officer of SSM Health

As Chief Financial Officer, Combs brings broad financial expertise and more than 30 years of senior leadership experience in health care strategy, finance and operations. Throughout his career, he has led a number of successful partnerships, acquisitions, divestitures and bond offerings. He is responsible for the direction and oversight of all financial services across SSM Health's four-state network, including long-term positioning, operational finance, financial and regulatory reporting, managed care contracting, revenue cycle management, internal audit, financial planning, capital management, mergers and acquisitions, bond financing and investment activities. He also leads information technology, analytics and health plan activities that help ensure that more people have affordable access to high-quality health care. Combs became Chief Financial Officer of SSM Health in November 2019. He previously worked at Navvis, SSM Health's population health partner, where he was the Chief Financial and Administrative Officer. Prior to joining Navvis, Combs served in Chief Financial Officer roles at Mercy and KentuckyOne Health. Combs holds a bachelor's degree in accounting and business management from the University of Missouri-St. Louis and is a certified public accountant.

Job Titles:

• Senior Vice President, Markets Medica

Thomas Lindquist is responsible for the strategic planning and plan operations for all of Medica's product lines; this includes accountability for profit and loss, product development, compliance, product viability and growth, and operations for the business segments. Lindquist is also responsible for the organization's relationship with the Minnesota DHS and Centers for Medicare and Medicaid Services. Before joining Medica, Lindquist held executive positions with UnitedHealth Group and served as a health insurance industry liaison to the Congressional Budget Office and the Centers for Medicare and Medicaid Services. He received his Bachelor of Science in Mathematics from Penn State University.

Job Titles:

• President
• Founding Partner of Navvis
• Member of the American Bar Association

With more than 30 years of experience in a range of healthcare executive leadership roles, Tim Elliott is a guiding force at Navvis, leading the organization's efforts to accelerate transformation to and performance in value-based care. Elliott is a founding partner of Navvis and has led multiple facets of the organization over the past decade including serving as executive for our first market-based solution deployments. He is an expert in understanding the mechanics of healthcare payment constructs, strategic market-based partnership models, and the delicate balance and drivers of success in both volume and value-based models. As President, Elliott is responsible for aligning Navvis' strategic vision with its day-to-day performance. He has direct leadership for Navvis' market partnerships team, which encompasses post-acute and home care networks, policy and payment models, and financial modeling. Elliott also leads the Navvis compliance and legal team. Elliott's expertise across operations, client relationships, contracting and legal matters, and overall healthcare strategy has been foundational to Navvis' growth. Prior to serving as President, he was Executive Vice President and General Counsel. His ability to balance the nuances of strategy, financial constructs, and contracting has enabled Navvis and its client partners to unlock significant growth and performance. Elliott is a member of the American Bar Association, the Missouri Bar Association, the Illinois Bar Association, and the American Health Lawyers Association. Prior to joining Navvis, Elliott practiced law with the firms of Sonnenschein, Nath & Rosenthal (now known as Dentons) as well as with McDermott, Will & Emery. Elliott earned his Bachelor's degree from the University of Illinois, and his Juris Doctorate from the University of Michigan Law School.

Job Titles:

• Chief Clinical Officer
• Chief Clinical Officer of SSM Health

As Chief Clinical Officer, Todd Shuman is responsible for driving strategies to achieve SSM Health's objectives in providing exceptional health care and is working toward transforming SSM Health to a value-based care delivery system. Dr. Shuman became Chief Clinical Officer of SSM Health in February 2022, after serving in that role on an interim basis beginning in November 2021. He serves as senior leadership's chief lead on clinical strategy and operations and care transformation. He previously served as SSM Health's Chief Medical Officer, and prior to that as Vice President for Medical Operations. Dr. Shuman completed his training in cardiothoracic surgery at Washington University in St. Louis, and is board certified in thoracic surgery and surgical critical care. He successfully led high-quality clinical programs as a practicing surgeon before moving into administration with a focus on quality. Before joining SSM Health, he served as the Chief Physician Officer at Roper St. Francis Healthcare in Charleston, South Carolina, where he provided leadership for the employed medical group, ACO/CIN, quality/safety, data reporting, physician service line leaders, case management and post-acute services. Prior to this, he served as Roper St. Francis Healthcare's Chief Quality Officer and Director of Intensivist Services. He received his medical degree from the Vanderbilt University School of Medicine and earned a Bachelor of Arts degree in physics from the University of Colorado. He is a Certified Physician Executive with the American Association for Physician Leadership.