WELCOME TO SPRING VITALIZE

April 30 – May 3, 2026
The Broadmoor, Colorado Springs

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.

Not a conference but a curated convening of decision-makers and change-makers in healthcare delivery.

AGENDA / Where Every Moment Supports Care

Welcome Reception on Troon Lawn

Join us on the Troon Lawn for a welcome reception to meet fellow attendees and kick off the event. Enjoy food, drinks, and a vibrant atmosphere with an evening of conversation and connection.

Breakfast

Breakfast on Ironwood Terrace (1st floor)

Morning Yoga on Troon Lawn

Start your day with morning yoga on the lawn. Enjoy a refreshing session in the open air to energize your body and mind before the day’s events.

Lunch

Lunch in Ironwood C (1st floor)

Introductions

Dr. Grace Terrell, Chief Medical Officer,  IKS Health

Break

Optimizing Time to Improve Experiences

Edward Marx, Chief Executive Officer, Marx Advisory

The Future Is Connected: Data, AI, and the Next Era of Care

Sri Madabushi, Executive Vice President, Health Systems, IKS Health
Vijay Venkatesan, Chief Technology Officer, IKS Health
Ajai Sehgal, Chief AI Officer, IKS Health
Dr. Vish Anantraman, Chief Technology Officer, Centauri Health Solutions
Dr. Eric Williamson, Chief Medical Information Officer, Mayo Clinic

Break

Doing More With Time: Reimagining RCM For Growth

David Fitzgerald, Chief Executive Officer,  OrthoNY
Lisa O’Connell, Senior Director of Revenue Cycle Management, OrthoNY
Mayank Pant, SVP of Product Innovation, Revenue Optimization, IKS Health

Washington Update

Dr. Jerry Penso, President and Chief Executive Officer, AMGA

Cocktails and Dinner at Talavera Four Seasons

Join us for cocktails at Talavera Bar starting at 6:00 PM, followed by a seated dinner at Talavera Restaurant at 7:00 PM.

Breakfast

Breakfast on Ironwood Terrace

Where Intelligence Meets Empathy

Sachin K. Gupta, Founder & Global Chief Executive Officer, IKS Health

Roundtable Discussions

Hosted by: Dr. Grace Terrell, Chief Medical Officer, IKS Health

Break

Fireside Chat: Leadership That Moves Healthcare Forward

Mary Jo Williamson, Chief Administrative Officer, Mayo Clinic
Nithya Balasubramanian, Chief Financial Officer, IKS Health
Dr. David Wang, Executive Vice President, Value Based Care, IKS Health

Clinician Satisfaction and Moral Injury

Dr. Jennie Byrne, MD, PhD, Advisor, Psychiatrist

Lunch

Lunch Ironwood C (1st Floor)

Salt River Rafting Tour

Gather in the Hotel Lobby at 1:00 PM; buses depart hotel at 1:15 PM.
Buses arrive back at the hotel at 4:45 PM

Charity Event: Build a Guitar

For those who selected the astronomy tour, join us in the Pinnacle Ballroom  for a charity guitar build. Enjoy games and challenges as we work together to create a guitar that will be donated to a veterans charity.

Cocktails and Dinner on Fountain Terrace

Join us on the Fountain Terrace for our closing evening with cocktails and dinner. Enjoy live music, lawn games, and a vibrant atmosphere as we celebrate our final night together.

Astronomy Tour: Stargazing in the Desert

Gather in the Hotel Lobby at 8:15 PM; buses depart hotel at 8:30 PM.
Buses arrive back at the hotel at 10:45 PM

Departure from the hotel

MEET THE SPEAKERS

Dr.-Grace-E.-Terrell

Dr. Grace Terrell, M.D., MMM

Chief Medical Officer, IKS Health

Grace E. Terrell MD MMM is a national thought leader in health care innovation and delivery system reform, and a serial entrepreneur in population health outcomes driven through patient care model design, clinical and information integration, and value-based payment models. She is Chief Medical Officer at IKS Health, an international health care company designing simple solutions for the complex problems in health care. She has been a practicing general internist for more than thirty years. She 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, is a founding member of the Oliver Wyman Health Innovation Center, the author of several books, including Value - Based Care and Payment Models, Reframing Contemporary Physician Leadership: We Stated as Heroes and Strategies for Recognizing and Eliminating Gender Bias for Healthcare Leaders. She is currently executive in residence at Duke University School of Medicine’s MMCi Program, a Senior Advisor for Oliver Wyman Health and Life Sciences consulting practice, and a member of the board of trustees of Guilford College.

Edward Marx

Edward Marx

Chief Executive Officer, Marx Advisory

DIGITAL HEALTHCARE TRANSFORMATION.

Working to improve patient outcomes using technology, I went on to serve in the C-Suite of Cleveland Clinic, NYC Health & Hospitals, Texas Health Resources, and University Hospitals - impacting healthcare in a unique way while having a blast.

Well versed in the various dimensions of healthcare, I served the supplier and provider side where I cultivated unique perspectives. From CEO for the consulting firm Divurgent, to the Global CDO for Tech Mahindra Health & Life Sciences, to a CIO of the Advisory Board - I've always held dynamic roles in the implementation of infrastructure to improve the quality of healthcare.

A nod to my humble beginnings, I've concurrently served 15 years as a U.S. Army combat engineer officer and combat medic. Still on a mission to improve the world of healthcare, I currently serve on the Boards of Summa Health, Mary Crowley Cancer Research, and others.

Sri Madabushi

Sri Madabushi, Ph.D.

Executive Vice President, Health Systems, IKS Health

Sri Madabushi is the EVP of Strategic Partnerships, Health Systems, at IKS Health. In his role, he oversees Product and Operations efforts to help build out and scale our VBC business rapidly.

Prior to IKS 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 All India Institute of Medical Sciences (New Delhi, India).

Vijay Venkatesan

Vijay Venkatesan

Chief Technology Officer, IKS Health

With a proven track record of leveraging emerging technologies like Generative AI, machine learning, and big data analytics, Vijay brings deep expertise in building AI-based products, enhancing data management, and creating cutting-edge technology platforms. His leadership has been instrumental in transforming healthcare organizations by driving data-driven decision-making, improving patient care, and developing value-based partnerships.

Before joining IKS Health, Vijay held leadership roles at Horizon Blue Cross Blue Shield of New Jersey, Providence St Joseph Health, and Sutter Health, where he played a key role in leading enterprise-wide digital initiatives, developing predictive models, and building cloud-based platforms that significantly improved both clinical and operational outcomes.

Vijay holds a Bachelor of Science in Computer & Information Science from Cleveland State University; and an Executive Master of Business Administration from the University of Michigan. He is also a well-respected speaker at industry forums such as Beckers, HIMSS, and Gartner, and is a member of the CDO Magazine’s Global Editorial Board.

Ajai Sehgal

Ajai Sehgal

Chief AI Officer, IKS Health

Ajai Sehgal joined IKS in August 2025 as its first Chief AI Officer. Previously, Ajai was Mayo Clinic’s Chief Data & Analytics Officer from December 2020 until retiring in November 2024, with a focus on enabling the ethical use of Mayo Clinic’s 159 years of data to inform the evolution of medicine and the development of future cures for the benefit of all of humanity. He was additionally appointed Chair, Digital Technology - Center for Digital Health in January 2024. Ajai has extensive experience in data, analytics, and AI based product and technology with global scale.

Ajai served as CTO/CIO for Eagleview from December 2017 until September 2020 and the Chemistry Group as its CTO/CIO from January to December 2017 as well as Hootsuite as its CTO/CIO from 2014 to 2017, leading Data & Analytics, Software Engineering, IT, Security, and Operations. Prior to Hootsuite, he spent 16 years with the Royal Canadian Airforce before joining Microsoft in Redmond WA. While at Microsoft, he helped found and scale Expedia from a small group of 40 people within Microsoft into a new public company that became the world’s largest travel agency.

Dr. Vish Anantraman

Dr. Vish Anantraman

Chief Technology Officer, Centauri Health Solutions

Dr. Vish Anantraman brings more than 20 years of experience in healthcare information technology to Centauri Health Solutions, including application development, enterprise architecture, building an enterprise-wide data and AI platforms, and developing an extensive private HIE.

Prior to joining Centauri, Vish executive leadership positions including Chief Technology Officer at Mayo Clinic, Vice President, Product Management at Eclipsys for inpatient EHRs, and Chief Technology Innovation Officer at Northwell Health. Additionally, he co-founded an award-winning startup, Dimagi, Inc., which provides clinical decision support to rural health workers around the world. He holds a Master’s Degree in Medical Informatics from the Massachusetts Institute of Technology.

Eric Williamson

Dr. Eric Williamson

Chief Medical Information Officer, Mayo Clinic

Dr. Williamson is Professor of Radiology at Mayo Clinic in Rochester, Minnesota, where he serves as Chair of the Radiology Department.

He earned his BA from Baylor University and his MD from Mayo Medical School. He completed his residency in Diagnostic Radiology at Mayo Clinic Rochester, followed by a fellowship in Noninvasive Cardiovascular Imaging at Stanford University in Palo Alto, California.

Dr. Williamson specializes in cardiac and vascular CT, with a focus on structural heart disease. He previously held roles as Division Chair of Cardiovascular Radiology and Medical Director of CT Operations at Mayo Clinic. A recipient of the Gold Medal of the Society of Cardiovascular CT, he is a recognized speaker at national and international conferences on functional cardiac imaging and contrast media. He is also co-editor of two textbooks: Mayo Clinic Guide to Cardiac Magnetic Resonance Imaging and Computed Tomography of the Cardiovascular System.

Currently, Dr. Williamson serves as Chief Medical Informatics Officer at Mayo Clinic. He is the former Chair of Enterprise Radiology Informatics and previously led the Enterprise Radiology AI Program. He also directs the ANIMATE program at Mayo Clinic, which focuses on integrating multispecialty AI tools into clinical practice.

David-G.-Fitzgerald

David Fitzgerald

Chief Executive Officer, OrthoNY

Dave Fitzgerald is a visionary and strategic chief executive with proven skills building and scaling healthcare organizations through solid decision-making in all functional areas of physician enterprises. Dave is the CEO of OrthoNY, a multi-specialty orthopedic practice in Upstate New York. In his role, he is responsible for the continued growth of OrthoNY while ensuring the quality of patient care and corporate culture remain at the highest level across the organization’s eight orthopedic clinics and three surgery centers. He recently led the practice through a successful recapitalization becoming the founding member of Evolve Orthopedic Partners.

Dave has held multiple C-suite roles in his career. He was the CEO at Frontier Derm Partners where he led a multi-state PE sponsored physician platform of 100+ dermatology providers in over 40 locations. He built strategy to focus on clinical quality in tandem with efficient and accountable operations. He drove a vision of rapid and controlled change and developed dual branding strategy for regional areas. Dave previously served as the CEO of Proliance Surgeons, a physician owned surgical specialty and ASC company that grew during his 17 years from 60 physicians/2 ASCs to over 275 physicians/24 ASCs.

Lisa O’Connell

Lisa O’Connell

Senior Director, Revenue Cycle Management, OrthoNY

Lisa O’Connell is the Senior Director of Revenue Cycle Management at OrthoNY. Her previous roles include Director of Revenue Cycle Management and Business Office Manager. She has a Bachelor of Science in Biology from the University of Rochester.

Mayank Pant

Mayank Pant

Senior Vice President, Product Innovation, Revenue Optimization, 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, 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, M.D.

President and Chief Executive Officer, AMGA

Jerry Penso, M.D., M.B.A. President and Chief Executive Officer, AMGA 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 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.

Sachin K Gupta

Sachin K. Gupta

Founder and Global Chief Executive Officer, IKS Health

Sachin leads IKS Health as the company’s founding Chief Executive Officer and member of the board of directors. He founded IKS Health in 2006 to build the leading care enablement platform that enables clinician enterprises to deliver better, safer, and more efficient care at scale with a strategic blend of expertise and technology. Armed with a unique blend of entrepreneurial spirit, executive acumen, and strategic vision, Sachin continues to shape and lead the organization on the path of rapid growth and success. A computer science engineer by training, Sachin Gupta also serves on the board of Abridge, a pioneer in generative AI for healthcare, and as the board observer for SIFT Healthcare, an AI-focused technology company that aims to deliver data-driven denial management and patient payment optimization.

Before founding IKS Health, Sachin served as a director of strategic accounts at Lionbridge Technologies, a leading technology-enabled service provider. He led the healthcare provider initiatives at Lionbridge which included partnering with Beverly Enterprises (now Golden Living) in its very successful financial turnaround. Sachin has a successful history of working in and/or building technology-enabled organizations such as Majoris (now Valtech), Rolta, and Selectica, which enabled Fortune 500 enterprises to operate more efficiently.

Mary-Jo-Williamson

Mary Jo Williamson

Chief Administrative Officer, Mayo Collaborative Services

Mary Jo Williamson is the chief administrative officer of Mayo Collaborative Services, which includes Mayo Clinic Laboratories, Cardiac Monitoring, and BioPharma Diagnostics. These diagnostic companies empower healthcare professionals around the world by advancing patient care and expanding access to specialized testing.

Nithya-Balasubramanian

Nithya Balasubramanian

Chief Financial Officer, IKS Health

Nithya Balasubramanian is the Chief Financial Officer of our company. She holds a bachelor’s degree in electrical and electronics engineering from the Birla University of Technology & Science, Rajasthan, and a postgraduate diploma in management from the Indian Institute of Management, Bangalore. She has over 16 years of experience in the field of corporate finance and equities research. She has previously worked with McKinsey & Company, Inc. as their engagement manager, Cipla Limited as their vice president, and AllianceBernstein Business Services Private Limited as their vice president/director, senior research analyst. She is responsible for the global financial operations, administration and facilities, ERP, investor relations, and the overall business strategy of the company.

David Wang

Dr. David Wang, M.D.

Executive Vice President, Value Based Care, IKS Health

David Wang is the EVP of Care Delivery for VBC at IKS Health.. Before joining IKS Health, Dr. Wang was the Chief Operating Officer at Mass Advantage, a provider-owned health plan, where he was responsible for overseeing plan operations and driving performance. His areas of focus included total cost of care, quality, risk adjustment, member experience, and network strategy. Collaborating with health system partners, he developed care models designed for success under global capitation.

Earlier in his career, Dr. Wang led the palliative care service line at Scripps Health, expanding the team from 18 to 50 clinicians. As a cross-functional leader, he worked closely with teams across the organization to transform care delivery within risk-based payment models. Dr. Wang is also a recognized thought leader in complex care, with 75 peer-reviewed publications and numerous national presentations.

Dr. Wang earned his AB in Economics from Harvard College and his MD from the University of Massachusetts. He completed his residency in emergency medicine at Stanford University and a fellowship in palliative medicine at the University of California, San Francisco. Dr. Wang lives in San Diego, CA with his wife, Judy, and their two sons, Desmond and Theo.

Dr. Jennie Byrne

Dr. Jennie Byrne, M.D., Ph.D.

Advisor, Psychiatrist

As an advisor for healthcare innovators, I leverage my extensive clinical, entrepreneurial, and leadership experience to help shape the future of healthcare.

I am a Co-Founder of Belong Health, a made-for-purpose healthcare company that serves vulnerable populations through health plan partnerships and ACO-REACH.

My mission is to connect the dots between people and ideas in new and unexpected ways, and to translate complex concepts and challenges into actionable solutions. I have a dual background as an MD/PhD in neuroscience and a board-certified psychiatrist, which gives me a unique perspective on the biological and psychological aspects of human behavior and health.

I have a proven track record as an entrepreneur, having founded and grown a clinical organization from inception to exit, and as a national C-level leader, having led teams to create and innovate clinical programs in various settings.

• First book "Work Smart"
• Second book "Moral Injury".

WHAT'S NEW

IKS Health Launches the Integration of the Scribble Suite into Care Enablement Platform Workflows

The Scribble Suite is now natively integrated across the IKS Care Enablement Platform. This integration across revenue cycle management (RCM), coding, and clinical documentation creates the industry's first true connected encounter-to-reimbursement platform, fundamentally transforming how healthcare organizations capture clinical moments and converts them into revenue.

workflow

The Next Leap for Scribble

We’ve launched powerful new enhancements to make documentation faster, clearer, and more personal:

  • Spanish Support
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With these updates, Scribble adapts even more to how clinicians work, delivering personalized, specialty-aware documentation and more patient-focused encounters.

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Patient Engagement Hub is Now Live

The Patient Engagement Hub is a behaviorally intelligent platform that streamlines every step of the patient journey from onboarding and scheduling to financial clearance and care adherence. It delivers personalized, data-driven experiences while giving health systems full transparency and actionable insights to improve clinical, financial, and operational outcomes.

document

Epic Integration is Live

Scribble is more than documentation. It’s embedded clinical intelligence, designed to fit Epic-centric workflows. IKS Health’s Scribble Suite is now live in the Connection Hub on the Epic Showroom, providing clinicians multiple ways to efficiently create accurate clinical notes during patient encounters and an essential part of a unified care enablement workflow.

RECENT PARTNERSHIPS

  • Vital MD Logo
  • Femwell Logo
  • StrideCare Logo
  • AdventHealth Logo
  • RevereHealth Logo
  • The Jackson Clinic Logo-1

IKS HEALTH IN THE NEWS

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

Grace Terrell, MD, CMO, on KevinMD.com
Vijay Venkatesan, CTO, with NassCom

INDUSTRY RECOGNITION

Black Book 2025

2026 Black Book Research

For the 13th consecutive year, IKS Health has been recognized for Clinical Documentation, Virtual Medical Scribes, and Transcription Services; for the 4th straight year, in Medical Coding; and for the 2nd straight year, in AI-Driven RCM Services.

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2026 Black Book Research

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2025 Best in KLAS Research

2026 KLAS Research

In 2026, IKS Health was recognized as Best in KLAS for Virtual Scribing Services and named a Top Performer in Revenue Cycle Management Services.This marks our second Best in KLAS award in the Virtual Scribing segment. IKS Health is now a nine-time Best in KLAS winner across the Virtual Scribing and Transcription Services segments, achieving Best in KLAS recognition for eight consecutive years.

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2026 KLAS Research

2025 DORA Awards

2025 Google Cloud DORA Award

Our Care Enablement Platform wins a Google Cloud DORA Award for “Augmenting Human Expertise with AI.” We are committed to unifying workflows across the patient journey by developing the right blend of AI and human expertise to transform care. 

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2025 Google Cloud DORA Award

D&B' Business Excellence Award

D&B's Business Excellence Award

IKS Health has been honored with the Business Enterprises of Tomorrow 2025 Award in Digital Solutions (Mid-Corporate) category by Dun & Bradstreet India.

D&B's Business Excellence Award

Black Book 2025

ET HRWorld Exceptional Employee Experience - Large scale award

IKS Health has been honored with the ET HRWorld Exceptional Employee Experience Award in the Large-Scale category, recognizing our commitment to fostering an empowering, inclusive, and people-first workplace culture.

ET HRWorld Exceptional Employee Experience - Large scale award

BW CFO & Finance Strategy Excellence Awards

BW CFO and Finance Strategy Excellence Awards

IKS Health has been recognized at the prestigious 8th Annual BW Best CFO and Finance Strategy Excellence Awards, securing accolades in two significant categories: Excellence in Mergers and Acquisitions – Gold (Organizational Category) and Best Woman CFO – Nithya Balasubramanian (Individual Category).

BW CFO & Finance Strategy Excellence Awards

PARTNERSHIP RESULTS AND RECENT CUSTOMER CASE STUDIES

Scaling-Medical-Coding-Excellence-for-Midwests-Large-Health-System
Scaling Medical Coding Excellence for One of Midwest’s Largest Health Systems
Transforming-Revenue-Cycle-Efficiency-Through-Strategic-Coding-Support
Transforming Revenue Cycle Efficiency Through Strategic Coding Support
Scaling-Specialty-and-Complex-Profee-Coding-with-Global-Coding-Support
Scaling Specialty and Complex Profee Coding with Global Coding Support

THOUGHT LEADERSHIP

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Changing the Healthcare Revenue Cycle Workflow to Improve Efficiencies with a New Preactive Paradigm
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Unlocking Revenue and Compliance: The Role of Clinical Documentation and AI-Powered Coding
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Improving Quality of Care: How Virtual Care Teams Transform Healthcare
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Save the Date!

IKS Health User Group Meeting in India, Jan 18 - 24. Join Us!

 

CONTACT / For more information about this event, please contact:

Christina Weugue

© 2026 IKS Health. All rights reserved.