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Welcome to Spring Vitalize 2026

The Vitalize Healthcare Innovation Summit is an invitation-only gathering of senior healthcare executives designed for peer-to-peer collaboration and idea sharing; it is not a conference, but a curated convening of decision-makers and change-makers in healthcare delivery.

Agenda / Where every moment supports care

Welcome Reception, Lake Terrace Dining Room

Join us in the Lake Terrace Dining Room, located in the Broadmoor Main, as we kick off the event with a relaxed welcome reception.

Breakfast in West Ballroom A/B

Start your day with a relaxed breakfast at your convenience. Be sure to stop by the check-in table near breakfast to pick up your badge and welcome gift before the sessions begin.

Lunch in West Ballroom A/B

Once you’ve grabbed your meal, enjoy the chance to connect with fellow attendees.

Introduction

  • Dr. Grace Terrell, Chief Medical Officer, IKS Health

Break

The Adaptive Revenue Cycle: Navigating the Payer-Provider AI Landscape

  • Dan Shellenbarger, Partner, Oliver Wyman
  • Marisa Greenwald, Partner, Oliver Wyman
  • Kevin Conroy, Chief Strategic Partnership Officer, IKS Health
  • Mayank Pant, Executive Vice President, Product Management, IKS Health

Break

Washington, DC Update

  • Dr. Jerry Penso, President & Chief Executive Officer, AMGA 

Free Time

Cocktails, Pompeiian Room

Breakfast in West Ballroom A/B

Fuel up for the day with a full breakfast before sessions begin.

Moving Beyond the AI Hype: The Platform Shift

  • Edward Marx, Chief Executive Officer, Marx Advisory
  • Irfan Ali, Chief Information Officer, US Heart & Vascular
  • Bryant Stetz, Chief Information Officer, Rothman Orthopaedic Institute
  • Dr. Eric Williamson, Chief Medical Information Officer, Mayo Clinic Laboratories

A Data-first Approach to AI

  • Ajai Sehgal, Chief AI Officer, IKS Health
  • Dr. Grace Terrell, Chief Medical Officer, IKS Health
  • Sri Madabushi, Executive Vice President, Health System Partnerships, IKS Health

Break

Innovation Spotlight on Patient Engagement

  • Tij Bedi, Executive Vice President & General Manager, Patient Access & Innovation, IKS Health
  • Mayank Pant, Executive Vice President, Product Management, IKS Health

Accountable Partnership Story: Driving Efficiency to Scale for Growth

  • Dr. Edward Fidalgo, Chief Executive Officer, Femwell Group Health
  • Dr. David Russian, Chief Executive Officer, Western Washington Medical Group
  • Dr. Scott Fowler, President & Chief Executive Officer, Emergent ACO, LLC
  • Erin Kennedy, Senior Vice President, Sales, IKS Health

Final Thoughts

  • Joe Benardello, Co-founder & Chief Growth Officer, IKS Health 

Lunch in West Ballroom A/B

Afternoon Group Activities

For the Ziplining and Garden of the Gods tour, please meet at the West Tower Lobby at 1:00 PM for a 1:15 PM bus departure.

Return to Hotel - Break

Cocktails and Dinner, Cheyenne Lodge

Join us at Cheyenne Lodge for our closing evening featuring cocktails and dinner. Shuttles will depart from the West Tower Lobby starting at 5:45 PM and will run continuously throughout the evening, providing transportation to the lodge and return service to the hotel.

Return to Hotel

Meet the speakers

Irfan Ali

Irfan Ali

Chief Information Officer, US Heart and Vascular

With over 20 years of experience in healthcare technology and a proven track record of leadership in driving digital transformation, Irfan brings a wealth of experience to our executive team. His dynamic blend of business acumen and technology prowess has been instrumental in driving growth and innovation across various private equity and hyper-growth organizations.

Throughout his professional journey, Irfan has showcased a profound understanding of technology’s pivotal role in fostering business growth and innovation. Irfan’s collaborative leadership style and effective communication skills have empowered him to build and lead high-performing teams, fostering a culture of innovation and continuous improvement.

Irfan holds an MBA and MHA from Georgia State University’s J. Mack Robinson College of Business, underscoring his commitment to excellence and continuous learning.

Tij Bedi

Tij Bedi

Executive Vice President & General Manager, Patient Access & Innovation, IKS Health

Tij Bedi serves as Executive Vice President & General Manager – Patient Access & Innovation at IKS Health. He leads the strategic expansion, scaling, and transformation of the Patient Access portfolio, driving the development of differentiated solutions that deliver seamless, patient-first experiences. Tij focuses on strengthening platform capabilities, accelerating technology-led innovation, and enhancing outcomes for healthcare providers and the patients they serve. He also plays a key role in advancing strategic partnerships with large provider organizations, leveraging cutting-edge technology to unlock new and differentiated market opportunities.

With over 25 years of global leadership experience, Tij brings deep expertise across product strategy, enterprise technology, digital transformation, and business innovation, consistently aligning technology investments with measurable business impact.

Joe Benardello

Joe Benardello

Co-Founder & Chief Growth Officer, IKS Health

Joe Benardello is a co-founder of IKS Health and its chief growth officer. He is a key member of the executive team responsible for the organization’s growth and success, including taking IKS Health public in December 2024 on the National Stock Exchange of India.

Under Joe’s tenure, more than 600 top U.S. health organizations are working with IKS Health to become stronger, more efficient, and better positioned for the future. He is at the helm of the company’s growth and marketing strategy and is a respected thought leader in the healthcare and technology industries. Joe is a passionate principal who drives solution design, implementation, and delivery to address the regulatory, technological, and fiscal challenges facing healthcare organizations today.

With a strong background in technology, Joe served as vice president at Lionbridge Technologies for several lines of business, including healthcare. He joined Lionbridge from eTesting Labs, where he built and led the go-to-market strategy. Under his leadership, eTesting Labs was strategically acquired by Lionbridge in 2002. He lives in Los Angeles and attended UCLA and California State University.

Kevin Conroy

Kevin Conroy

Chief Strategic Partnership Officer, IKS Health

Kevin Conroy serves as Chief Strategic Partnership Officer at IKS Health. In this role, he leads the organization’s strategic partnerships and provider investments, working closely with leadership and care enablement teams to support physicians and provider organizations in delivering high-quality, efficient patient care.

Kevin brings over 30 years of executive experience across public and private healthcare, with deep expertise in value-based care, healthcare delivery redesign, and clinical outcomes optimization. He has held senior leadership roles at Optum Tri-State, CareMount Medical, and WellCare of New York and has been a trusted strategic advisor to IKS Health. His proven ability to drive transformational outcomes strengthens IKS Health’s mission and long-term growth.

Edward Fidalgo

Dr. Edward Fidalgo, MD

Chief Executive Officer & Chairman of the Board, Femwell Group Health

Dr. Fidalgo is a founding member of both Femwell Group Health and VitalMD. A graduate of the University of Miami Medical School and Jackson Memorial Hospital, Dr. Fidalgo is a board-certified OB/GYN with 25 years of private practice experience at Miami OB/GYN, LLC, in Coconut Grove, Florida. As a founding member of both companies, Dr. Fidalgo has two decades of experience in the large group practice model. Beginning with a 30-physician OB/GYN group practice, VitalMD has become a multispecialty group, with a focus in primary care, pediatrics, and OB/GYN with over 800 practitioners. It is one of the first medical groups in the nation to embrace the “LLC” model and has successfully sustained its presence in the South Florida market. Femwell Group Health is an MSO that has serviced the growth of VitalMD with a combination of technology and innovative management techniques.

Dr. Fidalgo serves as Chairman of the Board of Femwell Group Health, the Executive Committee of VitalMD, the Board of VitalMD, Chairman of the Pathology Committee of VitalMD, and is the Director of the Political Action Committee of VitalMD.

Dr. Scott Fowler

Dr. Scott Fowler, MD

President & Chief Executive Officer, Emergent ACO, LLC

Dr. Scott Fowler, JD, MD, FACOG, is president and chief executive officer of Holston Medical Group (HMG), a physician-owned and led multispecialty group serving Northeast Tennessee and Southwest Virginia. He is a nationally recognized expert and speaker on the role of physician leaders in creating value in healthcare, the importance of a common medical record to patient engagement and quality of care, and leveraging technology to facilitate patient-centered care coordination. Under Dr. Fowler’s leadership, HMG has grown to more than 1150 team members, 260 physicians and mid-level providers, 53 office locations, and over 30 medical specialties and services, making HMG the health partner for life for the region it serves.

Dr. Fowler is CEO of the Emergent Accountable Care Organization (ACO), which includes more than 800 independent physicians across the United States, all connected to the OnePartner Health Information Exchange to care for nearly 50,000 Medicare beneficiaries. Dr. Fowler is CEO of OnePartner, a technology company providing data center services, healthcare transformation consulting and services, and an interoperable platform for physicians and patients nationally. Dr. Fowler serves on the AMGA Value-Based Advisory Board and the CIGNA Advisory Board.

Marisa Greenwald

Marisa Greenwald

Partner, Oliver Wyman

Marisa Greenwald is a seasoned professional in health and life sciences consulting, currently serving as a partner at Oliver Wyman since April 2024, following a decade at EY-Parthenon, where Marisa was a partner leading the Healthcare Strategy Practice. Prior experience includes roles as senior director, healthcare strategy, and associate manager at IQVIA, providing strategic consulting and market research to biopharmaceutical clients. Marisa began a career in public service as a legislative aide in the U.S. House of Representatives and held a position as a speechwriter assistant in the U.S. Senate. Marisa holds a BA in Government from Cornell University, an MA in Political Science and Government from The Johns Hopkins University, and an MBA in Marketing from Boston University’s, Questrom School of Business.

Sachin K. Gupta

Sachin K. Gupta

Founder & Chief Executive Officer, IKS Health

Sachin K. Gupta is the Founder & Global CEO of IKS Health, a global leader in care enablement solutions, and an inaugural member of the IKS Health Board of Directors. Sachin founded IKS Health in 2007 and has pioneered its emergence as the leading care enablement platform in the United States. Fueled by Sachin’s blend of entrepreneurial spirit, executive acumen, and strategic vision, IKS Health has grown to 12,000+ employees, serving more than 600 healthcare organizations. Sachin continues to steer the organization toward rapid growth and success, including taking IKS Health public in December 2024 on the National Stock Exchange of India.

Sachin believes IKS Health serves as an accountable advisor to healthcare organizations, guiding them through the complexities of modern healthcare in order to achieve sustainable growth. His priorities include delivering a comprehensive care enablement platform that combines pragmatic AI-driven technology with dedicated expertise to alleviate administrative, clinical, and financial burdens, helping clinicians and staff to focus on delivering high-quality patient care.

Sachin holds a bachelor’s degree in computer engineering from the University of Pune and is a member of the Young Presidents’ Organization and R360. He previously worked with technology-enabled organizations such as Majoris Systems Private Limited (now Valtech), Seletica Configurators India Private Limited, and Lionbridge Technologies, Inc. He is an avid philanthropist involved with several nonprofit organizations, including Olympic Gold Quest and Prerana. Sachin splits his time between Dallas, Texas, and Mumbai, India.

Erin Kennedy

Erin Kennedy

Senior Vice President, Sales, IKS Health

Erin Kennedy is Senior Vice President – Sales at IKS Health, leading the Multi-Specialty Sales organization. With over two decades of experience advancing transformational growth across the healthcare sector, she brings a strong track record of building, scaling, and guiding high-performing sales teams to sustained success.

A seasoned healthcare executive, she has successfully led complex sales teams through operational expansion, new product launches, and enterprise-wide transformation initiatives. Her experience also includes M&A integration, with a strong focus on maximizing the value generated from product development and acquisition investments. Erin has been instrumental in establishing replicable, consistent processes for introducing new solutions to the market, working in close collaboration with cross-functional and matrix partners to ensure seamless execution and sustained growth.

Sri Madabushi

Dr. Sri Madabushi

Executive Vice President, Health System Partnerships, IKS Health

Sri Madabushi is the EVP and General Manager of Value-Based Care (VBC) at IKS. In his role, he oversees product and operations efforts to help build out and scale our VBC business rapidly.

Prior to IKS Health, he was a co-founder of Google Health and helped lead its global business development efforts over the past 8+ years. Sri has held a variety of high-profile roles there across different business units, such as Health, Brain (Google’s premier AI/ML team), and Cloud. Prior to that, Sri was associated with Novartis Diagnostics, where he was the Region Head & GM of Southeast Asia. He started his career as a management consultant at ZS Associates and is trained as a scientist with a Ph.D. in computational biology from Baylor College of Medicine (Houston, TX). He has a bachelor’s degree in human biology & biophysics from the All India Institute of Medical Sciences (New Delhi, India).

Edward Marx

Edward Marx

Chief Executive Officer, Marx Advisory

Edward Marx is a pioneering force in healthcare technology, renowned for his transformative leadership as a former global CIO and his current role as CEO of Marx Advisory. With a career dedicated to bridging the critical gap between healthcare buyers and sellers, he leverages his unparalleled executive experience to foster innovation, drive digital transformation, and improve patient outcomes. His journey is one of profound resilience and purpose. As the youngest child of Holocaust survivors, Ed moved to the United States at age 10. He discovered his calling in healthcare not in a boardroom but as a high school janitor for a medical clinic. This humble beginning ignited a passion that shaped his path through successive roles as combat medic, anesthesia tech, and strategic planner. It was here he first witnessed the power of converging digital, clinical, and business strategies to save lives and enhance experiences.

This passion propelled him to the highest echelons of healthcare leadership, serving as global chief information officer for renowned institutions including the Cleveland Clinic, NYC Health + Hospitals, Texas Health Resources, and University Hospitals. Uniquely, Ed possesses deep expertise from the supplier perspective, serving as CEO of Divurgent, chief digital officer for Tech Mahindra, and CIO of The Advisory Board Company. This 360-degree view of the healthcare ecosystem is the foundation of his advisory practice. He further shares his insights as an executive in residence for The Health Management Academy and Bain & Company. He lends his strategic guidance on the boards of Summa Health and Mary Crowley Cancer Research. A sought-after thought leader, Ed is a globally recognized speaker, bestselling author, and influential podcaster. He addresses critical topics like AI, leadership, and digital transformation for audiences worldwide, including health system boards, governments, and industry forums. He has authored over ten books, including two bestsellers for Mayo Clinic Press. His podcast, “DGTL Voices,” ranks in the global top 10 in its category, and he maintains a significant presence across major social media platforms.

Mayank Pant

Mayank Pant

Executive Vice President, Product Management, IKS Health

Mayank is an accomplished healthcare leader and entrepreneur. In the past two decades, he has consulted and advised some of the nation’s most influential healthcare organizations, helping them manage costs, optimize revenue, and deploy technology. At IKS Health, Mayank leads the product innovation and growth pursuits for our margin and coding practices.

Before coming to IKS Health, Mayank co-founded Reventics, Inc. At Reventics, Mayank headed the new product innovation and growth strategy. Before Reventics, Mayank spent over a decade at Sutherland Healthcare Solutions in India and the US, managing different roles across P&L management, customer advisory, and innovation.

Dr. Jerry Penso

Dr. Jerry Penso, MD

President & Chief Executive Officer, AMGA

Dr. Jerry Penso, M.D., M.B.A., is president and chief executive officer at AMGA, a trade association that represents medical groups and other organized systems of care, including some of the nation’s largest, most influential integrated healthcare delivery systems. Dr. Penso previously served as chief medical and quality officer for AMGA and president of the AMGA Foundation. Under his leadership, the impact of AMGA’s quality programs grew to improve care for 26 million patients. Prior to joining AMGA, Dr. Penso served as medical director, continuum of care, for Sharp Rees-Stealy Medical Group (SRSMG), the largest integrated healthcare delivery system in San Diego.

David Russian

Dr. David Russian, MD

Chief Executive Officer, Western Washington Medical Group

Dr. David Russian is the CEO of Western Washington Medical Group (WWMG). Under Dr. Russian’s leadership, WWMG is the only independent medical group in Snohomish County, Washington State. After 30 years, WWMG is still owned by its providers who live in the communities they serve. This independence enables us to make decisions in the best interest of our patients and our community.

Dr. Russian is a board certified sleep medicine physician, as well as a pulmonary physician. He specializes in treating patients with sleep disorders such as sleep apnea, insomnia, restless leg syndrome, and narcolepsy.

He received his medical degree from Washington University in St. Louis and did his residency at NYU Bellevue Hospital Center in New York City. Dr. Russian’s fellowships were completed at the National Institutes of Health in Washington, DC, and the University of Washington in Seattle. He is a Fellow of the American College of Chest Physicians and a Diplomate of the American Academy of Sleep Medicine.

Ajai Sehgal

Ajai Sehgal

Chief AI Officer, IKS Health

Ajai Sehgal serves as Chief AI Officer at IKS Health, leading the organization’s enterprise-wide AI vision and strategy to harness data, analytics, and advanced technologies for accelerating innovation, improving outcomes, and amplifying impact across the healthcare ecosystem.

A seasoned leader with experience spanning startups to Fortune 100 companies, Ajai was most recently the inaugural Chief Data & Analytics Officer at Mayo Clinic, where he drove the use of over a century of clinical data to power breakthrough medical innovations and elevate patient care. He also served as chair of digital technology at the Mayo Clinic’s Center for Digital Health.

Ajai’s global leadership experience includes senior technology roles at EagleView, Hootsuite, and The Chemistry Group, overseeing data & analytics, software engineering, IT, security, and operations. Earlier in his career, he served 16 years in the Royal Canadian Air Force before joining Microsoft, where he played a key role in founding and scaling Expedia into the world’s largest travel agency. A strong advocate for responsible AI innovation, Ajai continues to mentor and advise within the broader technology community.

Dan Shellenbarger

Dan Shellenbarger

Partner, Oliver Wyman

Dan is a partner in Oliver Wyman’s Health & Life Sciences practice and focuses on helping health systems, hospitals, and payers develop new enterprise strategies to deal with legislated reform and emerging marketplace demands. Dan works with senior leadership teams to connect immediate revenue growth opportunities to longer-term transformations around value and population health. Dan also leads ongoing research on emerging value-based care delivery models and is a frequent speaker at industry events.

Bryant Stetz

Bryant Stetz

Chief Information Officer, Rothman Orthopaedic Institute

Bryant Stetz serves as the chief information officer at Rothman Orthopaedic Institute, one of the world’s largest and most prestigious private orthopedic practices. With over 15 years of leadership experience at the intersection of healthcare and technology, he oversees the strategic vision and execution of the institute's IT infrastructure, information and cyber security teams, and drives operational efficiency gains through AI and process automation.

Dr.-Grace-E.-Terrell

Dr. Grace Terrell, MD, MMM

Chief Medical Officer, IKS Health

Dr. Terrell leads the clinical leadership team for IKS Health that provides clinical input and guidance for product evolution with the aim of improving care delivery and patient safety.

Dr. Terrell is a national thought leader in the US for healthcare innovation and delivery system reform and also a serial entrepreneur in population health outcomes driven through patient care model design, clinical and information integration, and value-based payment models. She is also a practicing general internist.

Dr. Terrell has served as CEO of several companies, including Eventus WholeHealth, LLC., a company focused on providing holistic care to medically vulnerable adults and Cornerstone Health Care, one of the first medical groups to make the “move to value” by lowering the cost of care and improving its quality for the sickest, most vulnerable patients.

Dr. Terrell was the founding CEO of CHESS, a population health management company, and the former CEO of Envision Genomics, a company focused on the integration of precision medicine technology into population health frameworks for patients with rare and undiagnosed diseases. Dr. Terrell has served as vice chair of the U.S. DHHS’ Physician-Focused Payment Model Technical Advisory Committee, the chairman of the board of the AMGA, a founding member of the Oliver Wyman Health Innovation Center, the author of Value–Based Care and Payment Models, and Reframing Contemporary Physician Leadership: We Stated as Heroes.

Dr. Terrell is currently executive in residence at Duke University School of Medicine’s Masters in Clinical Informatics program, a senior advisor for the Oliver Wyman management consulting firm, and a member of the board of directors of Guilford College.

Dr. Terrell holds a doctorate in medicine from Duke University School of Medicine and a master’s degree in medical management from Carnegie Mellon University.

Eric Williamson

Dr. Eric Williamson

Chief Medical Information Officer, Mayo Clinic Laboratories,

Dr. Eric Williamson is a professor of radiology at the Mayo Clinic in Rochester, Minnesota. He is a former division chair of cardiovascular radiology and medical director of CT operations at Mayo Clinic. Dr. Williamson currently serves as associate chair for Radiology Informatics at Mayo Clinic and supervises the radiology artificial intelligence program.

Dr. Williamson received his BA degree from Baylor University and obtained his MD from Mayo Medical School. He completed his residency in diagnostic radiology at Mayo Clinic Rochester and a fellowship in noninvasive cardiovascular imaging at Stanford University in Palo Alto, California. Dr. Williamson has a subspecialty interest in cardiac and vascular CT and cardiac MRI, focusing on imaging of structural heart disease. He is co-editor of two textbooks, the Mayo Clinic Guide to Cardiac Magnetic Resonance Imaging and Computed Tomography of the Cardiovascular System. Dr. Williamson served as president of the Society of Cardiovascular CT from 2021 to 2022.

Recent partnerships

  • Holyoke Medical Center Logo
  • Vital MD Logo-1
  • Femwell Logo-1
  • StrideCare Logo-1
  • Advent Health
  • Revere Health Logo
  • The Jackson Clinic Logo-2

Executive perspectives

Sachin-K-Gupta-on-KLAS-Awards
A CEO Perspective on KLAS Awards: Accountable Partnerships in Healthcare
Sachin-K-Gupta-on-Black-Book-Awards
Connecting the Work Around Care with Integration and Intelligent AI
AI series(1200 x 628 px)
Healthcare AI and Infrastructure Dependency
2025 DORA Awards
IKS Health Wins Google Cloud Award for its Care Enablement Platform for Augmenting Human Expertise with AI
IKS-Health-and-WWMG-partnership
IKS Health Announces Transformational Partnership with Western Washington Medical Group through Strategic Investment in Managed Service Organization
GI-Alliance-Partners-with-IKS-Health
GI Alliance Partners with IKS Health to Fuel Strategic Growth

Videos / Podcasts

Unlocking Transformation: How Accountable AI Partnerships Build Smarter Health Systems
Artificial intelligence offers a lifeline to overwhelmed clinicians
Rethinking Healthcare From the Ground Up | Sachin Gupta | DGTL Voices Podcast

Industry awards / Check out our recent awards

2025 DORA Awards

2026 Distinguished Corporate Partner Award

The American Medical Group Association (AMGA) has named IKS Health, a leader in AI-driven and human-led healthcare solutions, as the recipient of the 2026 Distinguished Corporate Partner Award in recognition of its collaboration, contributions, and support of AMGA and its member organizations.
IKS Health currently supports several AMGA member health systems and group medical practices with AI-enabled and human-in-the-loop technology solutions designed to enhance patient engagement and streamline administrative and clinical workflows through accountable partnerships.

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2026 Distinguished Corporate Partner Award

Recognized for its collaboration, contributions, and support to AMGA member organizations.
Black Book 2025

No. 1 Ranked in AI-Driven RCM, Medical Coding, and Clinical Documentation

Black Book collects healthcare opinions across 18 operational excellence key performance indicators completely from the perspective of the client experience. IKS Health has been ranked highest in AI-driven RCM,Medical Coding, and Clinical Documentation for multiple years.

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2026 Black Book Research

No. 1 Ranked in AI-Driven RCM, Medical Coding, and Clinical Documentation
2025 Best in KLAS Research

Best in KLAS for Virtual Scribing and Transcription Services

The Best in KLAS annual awards recognize software and services companies who excel in helping healthcare professionals improve patient care and care delivery business operations. All rankings are a direct result of direct feedback from providers and healthcare executives over the last year. A Best in KLAS award signifies to the healthcare industry the commitment and partnership that the top vendors should provide.

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2026 KLAS Research

Best in KLAS for Virtual Scribing Services

Client stories

Medical-Records-in-Digital-Screen
Transforming documentation and coding while easing clinician burden

Discover how a regional physician network significantly increased E&M capture rates from 4.24% to 53.90%, generating an annual ROI of $697.1K while eliminating provider weekend charting by implementing IKS Health's Scribble Pro with integrated documentation and coding solutions.

Enhanced Quality and Compliant Coding
Enhanced quality and compliant coding positively impacting reimbursements and denials with IKS Coding Audit

Read how a large academic medical center in the Southeast with over 1800 physicians and over 40 outpatient sites achieved a 10% increase in coding accuracy and an 8-9% improvement in coding quality by implementing IKS Health’s audit and education solutions.

Contact

Christina Weugue

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