Meet Some of Our Team
President, Chief Executive Officer and Co-Founder
A highly successful tech entrepreneur and prior venture capitalist, Darin is passionate about improving healthcare. Prior to joining ClearDATA, he founded Web.com, a leading Cloud Computing/SaaS provider. He raised $65M from top VC firms, grew the company to 700-plus employees and achieved a successful IPO, and recently valued at $2B.
Prior to Web.com, Darin founded Verio, which grew to $325 million in revenue, a successful IPO of $1.2B market value, and sold shortly thereafter for $5.5B cash to NTT Data. Darin also helped launch VIANet, an international version of Verio that was valued at $3.5B when it went public.
Darin honed his skills in building start-up companies while working as a venture capitalist at Norwest Venture Partners and Burr, Egan, Deleage & Co., where he sourced, invested, and helped guide a dozen start-ups that were successfully acquired or went public.
Darin holds a M.B.A. in International Studies from the University of Hartford and a B.S. in Business Administration and Aviation from Embry-Riddle Aeronautical University.
Invite Darin to Speak
With his extensive VC experience, Darin is frequently invited to speak at venture capital conferences, including VentureBeat Summits. He has also presented at numerous national health IT conferences, including Cloud 2.0 and the Juniper IDEAS Connected 2015 Conference. In addition, he sits on the boards of ClearVoice and @Risk.
Topics: Leadership, Entrepreneurship, Cloud Market Trends
To see a list of Darin’s recent presentations and articles, click here.
Chief Privacy & Security Officer and Founder, CISSP, CCSP, CIPP/US, CIPT
Chris Bowen is Founder and Chief Privacy and Security Officer at ClearDATA. He leads ClearDATA’s internal privacy, security and compliance strategies as well as advises on the security and privacy risks faced by customers, which include global healthcare organizations, payers, providers, life science companies, and market leading innovators from Asia Pacific, North American, and Europe. Mr. Bowen also leads ClearDATA’s international security risk consulting practice and has provided counsel to some the world’s largest healthcare organizations.
He is a Certified Information Privacy Professional (CIPP/US) and Certified Information Privacy Technologist (CIPT) from the International Association of Privacy Professionals (IAPP), and Certified Information Systems Security Professional (CISSP) and Certified Cloud Security Professional from (ISC)2. As one of the leading experts on patient privacy and health data security, Chris has authored dozens of articles and is a frequent speaker at national healthcare industry events.
Mr. Bowen is a renowned expert in health-related privacy and has deep expertise in multiple public cloud platforms. He has spoken nationally on topics spanning health data security, privacy, HIPAA and GDPR compliance, cybercrime, and breach preparedness. In the past four years alone, he has served as a faculty member for and lectured at the Philadelphia Bar Association’s Health Law Institute, as well as presented at:
- multiple, consecutive National HIMSS Conferences
- the Amazon Alexa Challenge in Seattle
- the Start-X-Med: Stanford Inaugural Conference in Palo Alto
- two Workgroup for Electronic Data Interchange (WEDI) Annual Conferences
- the American Health Lawyers Association Health Information and Technology Practice Group
- the Healthcare Informatics RBMA 360 conference
- the National Dental EDI Council (NDEDIC) as keynote, to name a few.
He has been published by Network World, HealthDATA Management, Becker’s Health IT & CIO Review, Mission Critical, Healthcare Business News (DotMed), Journal of mHealth (UK), HIT Leaders and News, Healthcare Info Security, California Health Information Association (CHIA) Journal, and many others.
He holds a M.B.A. and B.S. in Economics from Arizona State University.
- How US Healthcare Providers Should Prepare for GDPR
- Why the new EU privacy rule will be challenging for providers
- Who does what in the wake of a healthcare data breach
- How to keep the top exec up to speed on security issues
- Nine Common Security and Compliance Risks and How to Overcome Them
- A CIO’s Journey to the Cloud
- Anatomy of a Ransomware Attack
- Anatomy of a Healthcare Data Breach
- Healthcare Cloud Security Myths Debunked
- Mitigating Security Risks from Medical Devices
- BYOD Trends, Gaps and Challenges
- And many more
Chief Technology Officer and Co-Founder
Matt Ferrari is a skilled technology veteran with more than a decade of success delivering managed hosting and secure cloud-based computing to companies around the world. As Chief Technology Officer (CTO), he is responsible for the strategy and execution of ClearDATA’s healthcare technology platform and services. In this role, he oversees Engineering, Product Management, and back-office systems.
Matt’s HIPAA and HITECH expertise, combined with his extensive understanding of Cloud Storage and Disaster Recovery, make him uniquely qualified to build healthcare storage environments for organizations that require a high degree of scalability, data security, and regulatory compliance.
Prior to ClearDATA, Matt was the Chief Technology Officer at HOSTING.COM. He architected and built the company’s fast-growing line of managed cloud products and services at HOSTING.COM for over a decade, focusing largely on driving automation and cloud product innovation.
A sought-after keynote speaker, Matt has presented at events such as AWS Re:invent, EMCWorld, VMWorld, Consumer Electronics Show (CES), IT Expo, InterOp, and others. He joins top partners in panel discussions about cloud computing, and nurtures many strategic technology relationships.
A sought-after keynote speaker, Mr. Ferrari has presented at events such as Executive Summits, Adobe Max, EMCWorld, CFUnited, VMWorld, and Microsoft Hosting Summit. He joins thought leaders on panel discussions about cloud computing, and nurtures many strategic technology relationships for the organization.
He holds a B.S. in Computer Science from University of Delaware.
- Disaster Recovery as a Service: Best Practices for Healthcare IT
- 7 Essential Layers of Security
- Securing Healthcare Data in a BYOD World
- Leveraging HIPAA-Compliant Cloud Computing for Greater Patient Health Information Security
Chief Strategy Officer
Mr. Whyte, a veteran health IT leader, has over 25 years experience serving the nation’s largest life science, provider, payer and health solutions organizations. At ClearDATA, he is responsible for driving innovation, growth and strategic relationships. Additionally, Scott actively advises early stage health technology companies and private equity investors on health technology.
Prior to joining ClearDATA, he was an IT Vice President at Dignity Health, the fifth largest not for profit hospital system in the nation with annual revenue over $12 billion. He oversaw $500+ million in clinical systems budget for over 40 hospitals; his responsibilities included EMRs, Clinical Integration/Accountable Care Organizations, Population Health ARRA, Health Care Reform, Patient Connectivity and Portal Strategies, Imaging, Telemedicine, Workflow and Analytics and Health Information Exchanges (HIEs).
Prior to joining Dignity Health in 2005, Mr. Whyte was Vice President and CIO at the nationally ranked Phoenix Children’s Hospital. Previously he spent over 17 years helping build the healthcare practices at EY, Siemens Healthcare and Capgemini (practice now part of Accenture) serving hospitals, health insurers and life sciences companies. This included building a health consulting practice of over 70 professionals. He has spoken nationally on topics including accountable care, cloud, health information exchanges, portals and genomics.
Mr. Whyte spoke at the ONC Annual Conference, testified before the ONC HIT Policy Committee and the ONC Privacy & Security Tiger Team, and he served as the Co-Chair of the California state HIE, Cal eConnect, Technology Advisory Group (TAG). He founded and served as Co-Chairman of the HL7 Clinical Genomics Special Interest Group which is working with an international team of physicians, biopharmaceutical specialists, bioinformatics specialists and regulators to develop an international data exchange standard for genetic information.
Chief Financial Officer
Dennis Hynson has more than 20 years of experience in financial management, exclusively in the healthcare and medical device industries, aligning well with ClearDATA’s Healthcare IT environments. He has raised VC and debt financing, and has scaled companies from small high-growth startups through IPO a number of times.
Dennis began his career in Houston at Texaco USA with a focus on revenue and royalty accounting. In 1990, he moved to Camco International as an assistant controller and accounting manager. During this time, the company achieved an IPO where he led the IPO finance team (including three international divisions). In 1994, he joined medical device company Centerpulse Orthopedics ($250M; 1,000 employees) and became VP of Finance. Dennis later became Controller at Abbott Spine where he was employee number 68 and helped grow the company at 40% YoY success. He later joined LDR Spine, a high-growth venture-backed medical device company, as CFO. Dennis was employee number 20 and helped grow the company internationally, culminating in a successful IPO in 2013. Dennis also served as CFO/COO at IntelliCyt, a high-growth, VC-backed startup that grew at 70% YoY, where he managed finance, operations, internal IT, customer support, and HR until a successful sale of the company.
Dennis holds a Bachelor of Science in Finance from the University of Houston and is also a certified public accountant (CPA).
Chief Revenue Officer
Dean Fredenburgh has tremendous passion and a long successful history selling and providing technology solutions to the highly regulated industries of Healthcare, Life Sciences, Payer and Finance and is particularly adept at Public Cloud, Analytics, AI & Machine Learning technologies and related Professional Services. Dean is a proven healthcare executive sales leader with technical solution sales and management experience selling to the mid to enterprise healthcare market for more than 20 years. Prior to ClearDATA, Dean led the Healthcare and Life Sciences sales group at Amazon Web Services (AWS) where he was responsible for building the industry-leading enterprise healthcare sales team and helped manage the related solution architect teams. His leadership at AWS included developing and executing national and global healthcare go-to market and territory execution plans. In the process, he often worked closely with ClearDATA’s senior executive team where he recognized the substantive value in the combined ClearDATA/AWS solution. Dean now works hard to make ClearDATA the strongest healthcare partner in the AWS ecosystem.
Dean’s sales and executive experience includes a successful track record of revenue acceleration and growth leading a 450-person division at Teradata, and building high growth sales teams, new business units, developing leaders, optimizing territory and organization structures, devising go-to-market tactics and strategies and building significant market share. Dean also has diverse experience across the spectrum of technology company lifecycles, with success in high growth VC-backed start-ups through mid and large enterprise organizations. He is known for both his strategic leadership skills and tactical execution at driving transformational sales outcomes by building highly effective teams that deliver differentiated performance, allowing the organizations he has worked with to successfully scale to market leadership positions. Dean is hyper focused on scaling a world-class sales organization at ClearDATA that will meaningfully drive healthcare industries to modernize and protect their IT environments to make healthcare better, every single day!
Dean has a business degree from University of Richmond and an MBA from Thunderbird.
Chief Marketing Officer
Michael is a senior executive with 25+ years of experience driving growth, revenue and brand equity for some of the world’s most recognized and prominent brands: MedAssets, Allscripts, Alere, J&J, P&G, Dun & Bradstreet and SAP. At ClearDATA, Michael is responsible for overall go-to-market, branding, messaging/value props, product launches, demand generation and product/sales enablement. Michael has spent most of his healthcare career innovating and marketing advanced technologies and services to the Provider, Payer, Life Sciences, Consumer and HCIT markets. He has 20+ years leading cross-functional teams focused on driving revenue, sales, pipeline growth, product innovation, customer satisfaction, brand equity and strategic partnerships. He has held executive leadership roles at both high growth VC-backed start-ups such as GetPaid Software and well-established market leaders such as MedAssets/Vizient, Allscripts, Alere and SAP.
Previously, Michael was the CEO of Axial Exchange, a VC-backed high growth start up providing a secure, private, HIPAA compliant mobile platform for both payers and providers to better engage with their patients and members. Prior to Axial, he served as the Chief Marketing Officer for MedAssets, a $750M leader in SCM, RCM and Clinical Consulting. Michael led the overall go-to-market, customer growth strategies, positioning, segmentation, cross sell/upsell, demand gen, and strategic partnerships resulting in a successful $2.3B exit. Michael also has a successful track record in both sales and product management. As the VP of Ambulatory Sales and Channel Strategy at Allscripts, and VP Solutions Management, Michael was instrumental in successfully launching and growing Allscripts first SaaS EHR to a $100M business. Michael also held marketing leadership roles at Alere, D&B and SAP. He began his career as an Advertising Executive in NYC, working for McCann Erickson, one of the world’s leading full service advertising agencies.
Michael is passionate about leveraging marketing best practices to convert marketing organizations from cost centers to profit centers as well as making healthcare better with disruptive solutions, every single day!
Michael has a business degree from the University of Richmond, E. Claiborne Robbins School of Business.
Senior Vice President and Co-Founder
Mr. Kunkleman has 25 years experience selling to the Healthcare industry. He is responsible for developing the sales and solutions teams to help healthcare providers and technology companies solve the big needs in healthcare IT today.
Prior to ClearDATA, he launched U.S. Healthcare Compliance, a best-in-class HIPAA security and privacy services company to help physicians, hospitals, and clinics understand how to take advantage of the HITECH Act and address the immediate need for HIPAA security and privacy related work specific to meeting Meaningful Use and information security. ClearDATA acquired his company in 2011.
Previously, he was with Ventana Medical Systems as their VP of Sales, where he grew this VC-backed cancer diagnostics company from early stages through to a market leading company and successful IPO. For the initial 10 years of his career, he worked for Abbot Laboratories, a fortune 100 company, and for TAP Pharmaceuticals, where he held various positions in sales leadership and business development roles, launched several products, and ran a $300M P&L and large sales teams (120+).
As a Co-founder at ClearDATA, Mr. Kunkleman has expertise in helping hospitals, clinics and providers migrate to the Cloud while maintaining HIPAA compliance.
He has a B.A. in Business and B.S. in Marketing from University of Maryland College Park.
- Maximizing Meaningful Use Reimbursements
- Cloud Assessments for Migration Planning
- Security Risk Assessment Strategies
- Cloud Computing Total Cost of Ownership
Senior Vice President, Human Resources
Sue Darrow has more than 20 years of domestic and international human resources management experience, most recently as Chief People Officer at BuildASign. Prior to that, she was the Chief People Officer for Catapult Systems. Her experience also includes six years as VP, Human Resources at Supportkids, an Austin startup company that grew from 20 employees to 200. While attending the University of Georgia, Sue was awarded an internship in the International Human Resources division at Coca-Cola in Atlanta and then offered a full-time position. She worked at Coca-Cola for three years expanding her knowledge of worldwide compensation and benefits programs. She then accepted a position with Borden in Columbus, Ohio in International Compensation and Benefits where she was responsible for developing compensation and benefits plans for all their overseas locations. Upon leaving, she became the Human Resources Manager for LCI International, a small telecommunications company that grew to over 3000 employees and was then purchased by Qwest. Sue holds a Bachelor of Science degree from the University of Georgia, Terry College of Business.
Chief Product Officer
Suhas Kelkar has more than 20 years of success architecting and building scalable enterprise applications. He started his career as a hands-on full stack developer and evolved into a well-rounded executive with deep product management expertise, technology incubation skills, and customer experience acumen. He has worked with CxOs across North Americas as well as Asia Pacific enterprises. Suhas is also passionate about academia and has taught OOP, C++ and Java certificate courses at the University of Washington, Seattle. Suhas has seven USPTO patents in the area of Cloud Computing.
Prior to ClearDATA, Suhas was Vice President of Product Security and Quality, Office of the CTO at BMC Software. His 10 years at BMC included roles as CTO for Asia Pacific, VP Application Security, VP Executive Briefing program and VP Incubation/Innovation labs. Prior to BMC, Suhas has worked at Rational Software, Serena and Philips Medical systems in roles including VP of Product Management and Sr. Director of Research and Development. He also co-founded a social impact startup that won a Bill & Melinda Gates Foundation grant.
Suhas holds a M.S. in Robotics from the Center for Intelligent Machines and Robotics (CIMAR) at the University of Florida. He also earned an MBA from the Florida Institute of Technology.
Chief Legal Officer
Thomas McKeever has a long history serving private and publicly-held technology companies, working as General Counsel for start-ups, mid-sized and large technology companies. Prior to joining ClearDATA, Tom worked in the Silicon Valley for almost a decade as General Counsel and Senior Vice President Corporate Development for Actuate Corporation (BIRT:NASDAQ) before managing a successful sale to OpenText, Inc. He also served as Acting General Counsel for the billion dollar revenue e-commerce company Shutterfly, Inc. (SFLY:NASDAQ) as well as for Accela, Inc. a private-equity owned SaaS company focused on local and state government customers, where Tom created, managed and trained on policy, procedure and compliance including creating a comprehensive government relations compliance program.
His work has extended to: Data loss prevention and response; Privacy & personally identifiable information; creating and negotiating SaaS agreements; Licensing of proprietary and open source software; FCPA; Revenue recognition; buy and sell side M&A; and negotiating credit facilities ranging in size from $50,000,000 to $500,000,000.
Tom received his early training clerking for a federal district court judge in California, and at leading law firms Wilson Sonsini and Heller Ehrman as well as Sun Microsystems. He currently serves as an advisor to DocMatter, the first global knowledge and discussion forum for medical professionals.
Holding a J.D. degree from Stanford Law School, Tom works hard to balance business needs with risk mitigation as a company scales.
Senior Vice President, Customer Success
Andrew Montz is the Senior Vice President of Customer Success helping healthcare organizations innovate on a secure, compliant cloud platform. With proven expertise in high growth and technology, Andrew is dedicated to achieving quantifiable business value while leveraging ClearDATA’s solutions bringing over 25 years of software and service management experience to his current role.
Throughout his career, Andrew has helped customers achieve positive business outcomes through technology adoption. He most recently led commercialization of an open-sourced cybersecurity software product to 100 percent annual growth over three years, numerous industry awards and three patents. Prior to that, he was the Chief Operating Officer of Catapult Systems growing the company from less than $10 million in revenue and under 100 employees to over 500 – receiving recognition as the #1 Best Places to Work. Andrew’s experience also includes leading e-commerce company Align Solutions to over 8,000% three-year growth resulting in the #1 fastest growing company in Houston and a successful IPO.
Andrew holds an MBA in Finance from the University of Houston and a Bachelor of Science in Computer Science from Texas A&M University where he is currently an advisor to the Computer Science Department. In his free time, Andrew likes to explore Austin with his wife and two daughters.
Board and Investor Team
General Partner at Norwest Venture Partners
Robert is a successful venture capitalist and Silicon Valley tech operator, and an all around great guy. Robert joined NVP (Norwest Venture Partners) in 1998 and is focused on a wide variety of investment categories including mobile, cloud & IT infrastructure. His current investments and board seats include Act-On Software, ClariPhy, ClearDATA, Elemental, mBlox, Mozes and Zenverge. Robert was formerly a member of the board of directors of Brand.net (acquired by Valassis Communications), Covigo (acquired by Symbol Technologies), KACE (acquired by Dell), Occam Networks (acquired by Calix), Resonext Communications (acquired by RF Micro Devices) and SideStep (acquired by Kayak). He has also worked with such companies as Embark (acquired by Princeton Review), Escalate (acquired by GERS), Kayak (Nasdaq: KYAK), mPower (acquired by Morningstar) and Quantum Effect Devices (acquired by PMC-Sierra).
Robert has nine years of operational experience in various roles, from engineering to marketing and product management. Before joining NVP, he was at Silicon Graphics. Prior to Silicon Graphics, Robert worked at IBM-ROLM Systems.
He holds a bachelor of science and a master of science in electrical engineering and an MBA, all from Stanford University.
Joseph B. Volpe III
VP / Managing Director & General Manager Merck Health Innovation PE
Joe has more than two decades of experience in health care investing applying a technical engineering background coupled with an understanding of emerging technologies. He is considered to be one of the industry’s leading corporate investors. In 2016, Joe was named by Global Corporate Venturing as one of the top five rising stars.
Joe currently holds board seats with Prognos (Medivo), Liaison/Remedy, Preventice, ClearDATA, Exostar and MiHealth. Previously he sat on the boards with Aptus (Physicians Interactive), Healthsense and Koneksa.
Colleagues have called Joe instrumental in transforming Merck GHIF from a leader, not only in venture capital, but also in growth equity and M&A. He earned industry laurels when he participated in the sale of Humedica, a healthcare analytics company, to UnitedHealth Group in 2013, a transaction that produced a 17-fold return.
In addition to his success with Humedica, Joe has led investments and acquisitions in companies such as Liaison, Preventice, Physicians Interactive, Koneksa, Prognos, WellDoc, Exostar, Milheath and ClearDATA. He has evaluated thousands of digital health companies and has invested in two to three companies annually since 2011. During that same period, he has also managed 40-plus transactions at Merck, all at various stages of maturity.
Another notable success for Joe was his leadership with Preventice to further develop its remote care monitoring platform for cardiac arrhythmia patients. Joe led the Merck strategy and merger of Preventice with eCardio and eventually sold a portion of the combined company to a leading healthcare channel partner, which paid back the fund for the original investment while maintaining majority share of a more valued company. Joe also focused on the patient physician engagement space with his Physicians Interactive (now called Aptus) investments. He eventually led the acquisition of the company on behalf of MerckGHIF. Joe also led the acquisitions of MedHelp, Quantia MD and Tomorrow Networks.
Joe came to Merck from Johnson and Johnson where he spent more than 20 years in innovation and investment roles across Consumer, Pharma and Device sectors of J&J. Prior to that he was a consultant with EDS where he graduated from their Top Gun business and technology program. He went to the University of South Florida where he obtained a degree in Business/Information Systems and Engineering.
Managing Director, Excel Venture Management
Caleb has nearly 20 years of operating, startup, and financing experience in life science and healthcare companies. He plays an instrumental role in sourcing and structuring deals and works closely with portfolio companies to form strategic partnerships and to develop commercialization and marketing strategies. He currently (or formerly) represents Excel as a Board Director or Observer at Aileron, Aventura, ClearData, InfoBionic, Molecular Templates, ShapeUp, Saladax, Biomedical, and MedVentive (sold to McKesson).
Prior to joining Excel, Caleb was a Principal at Biotechonomy, where he financed and managed several entrepreneurial ventures, including Synthetic Genomics, where he was also the Director of Finance, BioTrove (sold to Life Technologies), Biocius (sold to Agilent Technologies), and Xcellerex (sold to GE).
Prior to becoming a venture capitalist, Caleb was an award winning sales and marketing executive at medical device and diagnostics companies. He received his M.B.A. from Babson College, magna cum laude, where he was a Babson Fellow in the Center for Technology Enterprise. He received a B.A. in Biology with a minor in Economics from Colby College.
Managing Director, Heritage Group
Paul Wallace serves as Managing Director for Heritage Group, a venture capital firm sponsored by some of the nation's leading healthcare organizations. Prior to joining Heritage, Mr. Wallace served as a Venture Partner for SV Life Sciences, a $2 billion international private equity firm investing exclusively in health care. He also spent 6 years leading corporate development for Healthways, Inc. (NASDAQ: HWAY), during which time the company’s revenue increased more than five-fold.
Prior to joining Healthways, Mr. Wallace was a General Partner of Petra Capital Partners, a $120 million private equity investment firm in Nashville, TN. From 1997-2001, he was a founding member and Managing Director with New York-based Gilbert Global Equity Partners, a $1.2 billion global private equity fund. Prior to GGEP, Mr. Wallace was a Vice President with Lazard Asia Investment Management, a Singapore-based $250 million private equity fund. Early in his career, he served as an Associate with Golder, Thoma, Cressey, Rauner (GTCR), a $4 billion private equity firm based in Chicago.
He received his M.B.A. from the Kellogg Graduate School of Management and his B.A. from the University of Richmond. He is a native of Nashville, where he resides with his wife and three children.
Partner, HLM Venture Partner
Vin is a partner at HLM Venture Partners and leads the firm’s health care technology accelerator and start-up efforts. Vin holds several portfolio company board seats and observer roles, oversees investor relations and communications, administrative functions as well is active in various aspects of new investment due diligence. Vin is a board member of HLM portfolio companies ClearDATA and Prism Education and is an observer at ArroHealth, Binary Fountain and Persivia. Vin is also on the board of Zillion. Vin has been a mentor to various start-up companies through several health care accelerator programs, including, among others AidIn, Credsimple, Luminate Health, WellTrackOne and MediQuire. Prior to joining HLM, Vin held several senior financial executive positions in the financial services industry including Vice President-General Manager at First Data Investors Services where he was responsible for managing a $35M division providing outsourced accounting and administrative services to mutual fund and brokerage companies and developing offshore administration and global custody businesses to support clients’ international growth. Vin is a former Director of the Private Equity CFO Association as well as several non-profit board roles.
General Partner, Flare Capital Partners
Bill Geary is a General Partner at Flare Capital Partners. Prior to co-founding Flare Capital Partners, Bill was with North Bridge Venture Partners since its inception in 1994.
During Bill’s more than twenty-year tenure investing in young and emerging healthcare technology companies, he has served on the Boards of numerous industry-leading companies and played a critical role, actively helping and working closely with founders and management. Flare Capital Partners is focused exclusively on healthcare technology and investments include Aetion, Bright Health, Circulation, ClearDATA, Curisium, Health Verity, HealthReveal, Iora Health, Valence Health (Evolent Health), VisitPay and Welltok. In Bill’s prior firm, healthcare technology investments included Humedica (Optum Analytics), Connance, Phase Forward (Oracle), Pharmetrics (IMS Health), NaviNet (Nant Health) and eBenX (ADP).
Previously, Bill was a Partner at Hambro International Equity Partners. Prior to that, he was Chief Financial Officer at MathSoft, a science and engineering applications software start-up which went public on the NASDAQ and was later acquired by a leading design and product lifecycle software solutions company, and a CPA at Arthur Andersen and Company.
Bill received an undergraduate degree from Boston College’s Carrol School of Management Honors Program and has served his alma mater in a variety of capacities, including former Chair of the Board of Trustees and current member of its Investment and Endowment Committee. He has been Chair of the Parents Committee of Duke University and Chair of the Stanford University Parents Advisory Board. Additionally, Bill is on the Board of the MGH Institute of Health Professions, was appointed by the Massachusetts Governor, Charlie Baker, to the Oversight Council of the Center For Health Information and Analysis, and is on the Advisory Council of the Department of Biomedical Informatics at Harvard Medical School. Reach Bill at firstname.lastname@example.org.
Reed D. Taussig
Taussig is the former President and CEO of ThreatMetrix, the leader in digital identities to provide identity authentication and fraud prevention. At ThreatMetrix, Taussig guided the company from first product introduction to an $830m acquisition in 2018 by LexisNexis. Prior to joining ThreatMetrix, Taussig was the president and CEO of Callidus Software, where he led the company from its inception through IPO. Taussig has more than 30 years of experience scaling growth companies. He currently sits on the Board of Directors for Arkose Labs.
Executive Vice President and President, Sales & Operations at Change Healthcare
August Calhoun, Ph.D. has more than 20 years of healthcare leadership experience and is well-known in the provider community as a customer centric technology executive and thought leader. He’s been integral to the success and growth of several global healthcare focused technology companies, including Healthcare and Life Sciences divisions within Dell and IBM. His unique combination of technology, healthcare, and consulting experience has enabled many healthcare providers to leverage data and analytics to improve the quality of care and reduce costs. He is currently Executive Vice President and President, Sales & Operations at Change Healthcare.
Previously, Mr. Calhoun was Senior Vice President (SVP) of North America Services at Siemens Healthineers, where he was responsible for leading digital enterprise, and customer services. As SVP and General Manager of Provider Solutions at Truven Health Analytics, he oversaw the financial and business performance of the company’s global Solutions Provider business, including Truven Health’s hospital, clinician and population health service lines, and leading brands such as ActionOI®, Micromedex®, CareDiscovery®, CareComparison, MarketDiscovery™, Planning, 360 Care Insights and Truven Health Unify. Prior, Mr Calhoun served as Vice President and General Manager of Dell Healthcare and Life Sciences division. In this role, he was responsible for all customer relationships, account management, customer satisfaction, solutions, and services activity in the provider, life sciences, medical device, and payer markets. Under his leadership, Dell became a technological leader in the healthcare industry, ultimately being recognized by Gartner as the world’s largest health IT services business, and achieving best in KLAS recognition.
Mr. Calhoun has a Ph.D. in Physical Chemistry from the University of Pennsylvania.
Vice President and CTO, MedStar Health
In his role as Technical Services Executive, Ed Fisher helps provide guidance and expertise in the complex space of healthcare technology and innovation. He helps a wide range of enterprise healthcare clients challenged with rapidly advancing technology such as unified communication, big data analytics, security threat resolution, mobile device and BYOD requirements while dealing with aging infrastructure and just in time funding.
Mr. Fisher was formerly Vice President of Information Technologies and CTO at Yale New Haven Health System, considered a “Most Wired” Health System, where his primary responsibility was to provide an Information Systems Technology Plan and Vision to aid in the organization’s goal of providing advanced medical care and health promotion with excellence and compassion to Connecticut communities. He has served in similar roles for over 15 years and has been in the healthcare industry for close to 30 years. Previous experience includes Bridgeport Hospital, Norman Regional Health System, and The William W. Backus Hospital.
Founder and CEO, BehaVR, LLC
In his role as Founder and CEO of BehaVR, LLC, he creates Virtual Reality experiences that educate, motivate, and activate healthy behavior change intended to improve health and quality of life, addressing health's toughest and most urgent problems.
Previously, Mr. Gani served as Enterprise Vice President - Innovation for Humana, where he led a team focused on creating products and services through internal and external investments to power Humana's enterprise strategy of improving member health. He has also been responsible for leading the delivery of technology products and services to Humana's business segments, including population health management, primary care, clinical analytics and services, pharmacy benefit management, traditional and specialty mail order pharmacy, in-home senior care, urgent care, and core insurance. Aaron also previously managed Humana's Health Information Technology acquisitions Certify Data Systems, Anvita Health and nliven systems.
Mr. Gani serves on the board of managers of Availity, LLC, has been a division general manager with Business Genetics of Denver, Colorado, and has held a variety of information technology roles with Wachovia Corp. in Charlotte, NC.
Mr. Gani holds a Bachelor of Science degree (Information Systems) from the University of Louisville's College of Business, and a Master in Business Administration degree from Duke University.
Chairman and CEO, Welltok, Inc.
Widely recognized as a visionary in the application of innovative technology to the complex and rapidly changing healthcare industry, Jeff Margolis founded The TriZetto Group, Inc. in 1997. He has more than 19 years of experience architecting and managing information technology and services for some of the nation’s largest and most innovative healthcare organizations. He is the former senior vice president and chief information officer of FHP International Corp., a $4 billion healthcare company that operated health plans, multi-specialty physician clinics and hospitals, serving more than 2 million members and patients.
Margolis was named an “up and comer” by Modern Healthcare magazine and is the former chairman of the Managed Care Executive Group. In 2002, he was named Ernst & Young’s Technology Entrepreneur of the Year for Orange County, California. A certified public accountant, Margolis holds certificates in Colorado and Illinois. He received his bachelor’s degree with high honors in business administration in management information systems from the University of Illinois.
William Morris, MD
Associate Chief Medical Information Officer, Cleveland Clinic
William Morris, MD, is Staff in the Department of Hospital Medicine at Cleveland Clinic, appointed in 2006. He was certified by the American Board of Internal Medicine in 2007. He was named Director of Clinical Informatics in 2007, with an area of focus on implementation, optimization and innovation and promoted to Associate Chief Medical Information Officer in 2012.
A prolific inventor and innovator, Dr. Morris started and currently directs the Clinical Solutions Center at Cleveland Clinic. This highly specialized team brings experts in computer science, hardware and software engineers and clinicians to develop the next generation of clinical care tools. In 2008 Dr. Morris was named Innovator of the year for his work in implementing physician order entry for Cleveland Clinic and also received Innovator awards in 2010, 2011 and 2012 for work around healthcare software.
He is active on numerous advisory committees include medical-legal, quality and safety committees and co-chairs distance health and mHealth initiatives within the health system. He continues his clinical role as a Hospitalist with in the Medicine Institute as well as a Clinical Assistant Professor of the Cleveland Clinic Lerner College of Medicine and Case Western Reserve School of Medicine.
James D. Murray, MS, CPHIMS
VP Clinical Informatics and Interoperability, CVS Health
James Murray is Vice President, Clinical Informatics and Interoperability for CVS Health. He is responsible for the all systems and solutions to support over 1100 walk in medical clinics. Mr. Murray works to support a medical practice of over 2800 providers by enabling the efficient use of technology in the clinical setting. MinuteClinic maintains a strong focus on collaboration with medical systems in the communities we serve. The integration of medical records with their affiliate institutions across the country helps to improve continuity of care and enable communication around all aspects of a patient’s care. Working with Epic, CommonWell Alliance, Surescripts, and Carequality, Mr. Murray has been at the forefront of enabling disparate systems to share medical records and improve the continuity of care. The retail healthcare space has a strong need to drive this technology forward and CVS Health is committed to that effort.
Mr. Murray has over 20 years experience in Healthcare Information Technology beginning his career as an application developer for the Department of Surgery at Brigham and Women’s Hospital in Boston, MA. Mr. Murray moved on to technical management at Brigham and Women’s Physicians Organization prior to accepting a role of Corporate Manager of Support and Technology Innovation at Massachusetts General Hospital and the Massachusetts General Physicians Organization. While working at MGH, he led teams supporting patient administrative systems as well as the development and deployment of a variety of software including mobile solutions for physicians and ambulatory patient tracking. Mr. Murray moved on to work for Partners Healthcare corporate Information Systems as a Technology Architect.
Mr. Murray has spoken to national audiences on the topics of healthcare information technology, data integration, cyber security, and disruptive innovation.
Cleco Board Chair and Interim CEO, Cleco Corporate Holdings
Peggy Scott is Chair of the CLE CO board a $6 billion investor owned organization and currently serves as interim CEO. She is the former Executive Vice President and COO/CFO of Blue Cross Blue Shield of LA, where she also served as Chief Strategy Officer leading the response to the Affordable Care Act.
Ms. Scott had a distinguished earlier career in public accounting where she quickly became Deloitte’s first female office Managing Partner in their 100-year history. Ms. Scott also draws on unique experience in both insurers and fully integrated healthcare organizations spanning hospitals to hospice. Skilled in reinventing large complex U.5./International companies in dramatically changing environments, she served in Senior Executive roles at Novant Health, Pan-American Life and General Health System. There she led transformations, grew companies organically and with M&A, and led operations and finance in eight countries.
Ms. Scott is an advisor to healthcare, technology and private equity. She is a consultant/advisor for Francisco Partners and serves on Health Catalyst Capital and the Blue Cross Foundation boards. She is on the LSU College of Business Dean’s Advisory Council, having served as President Prior service included International Plan Solutions, LLC, Partners National Health Plans, LA Superdome, and corporations in Latin America. She was an Adjunct Professor at Tulane’s Medical School. Ms. Scott was featured in the Wall Street Journal as National Financial Executive of the Year, inducted into the AICPA”s Business Hall of Fame, and named Parker Pen USA LTD’s Woman of Achievement. She is in the LSU Alumni Hall of Distinction, LSU’s highest honor, named a Tulane Outstanding Alumnus, and holds a Ronald Reagan presidential citation. Business Insurance selected her as one of the nation’s Women to Watch. She is a CPA and certified in Valuations and Forensics. She holds an MBA from Tulane and a B.S. in accounting from LSU magna cum Laude.
Principal, BrightWork Advisory, LLC
Gary Seay has more than 25 years of experience developing and delivering systems and business process solutions in the healthcare industry. Most recently he served as the CIO of Community Health Systems, a $138 IDN, for 19 years. Prior to that he held executive positions at EQUICOR, CIGNA, and Humana.
Additionally, Mr. Seay has served on the United Way of Williamson County Board of Directors as chair of the Tennessee HIMSSC IO Advisory Council and as a board member of the Nashville Technology Council. His professional and community involvement has included membership in HP Health and Life Sciences Board of Advisors, Belmont University School of Pharmacy External Advisory Council, Technology Advisory Committee for the Heritage Healthcare Innovation Fund (HHIF), and the Verizon Healthcare Customer Advisory Board.
Currently, Mr. Seay is Principal of BrightWork Advisory, LLC., a practice focused on enabling innovative healthcare solution success. He is an author, speaker and advisor possessing extensive executive experience with major healthcare provider systems, managed care organizations, venture capital firms, and academic programs.
Chief Information Officer, Global Medical Response
Sean Tuley is the Chief Information Officer for Global Medical Response. Sean is responsible for the development and execution of all information technology and information security strategies. Sean has more than 19 years’ experience spanning provider, IT services, consulting and product organizations, preceded by nine years in leadership roles as an officer in the United States Army.
Before joining GMR, Sean served for 9 years as the CIO of LifePoint Health, a Fortune 500 $6.5 billion healthcare organization. Prior to that, Sean spent 10 years at Perot Systems, a Fortune 1000 IT services firm, performing in a variety of program management and senior leadership roles focused on IT and business process outsourcing, consulting, and M&A support in the healthcare provider and ambulatory segments.
Sean engages in formal advisory capacities to help promote and advocate for healthcare innovation and adoption. Recent work includes: Heritage Healthcare Innovation Fund, Federation of American Hospitals IT Task Force, Microsoft Health and Life Sciences Advisory Board, ClearDATA Advisory Board, Agrin Health Advisory Board, Nashville Technology Council Veterans Executive Committee and the Nashville March of Dimes March for Babies Executive Committee. Sean is also active in several community efforts to promote health, wellness and veterans’ affairs, including: March of Dimes, Second Harvest, Operation Stand Down, United Way, American Heart Association and Habitat for Humanity.
Sean earned his MBA from Duke University’s Fuqua School of Business and his undergraduate degree from The Citadel. During his military service, Sean successfully completed several leadership and specialized training programs including: Engineer Officer Basic Course, Infantry Officer Advanced Course, Ranger, Airborne and Air Assault schools.
Executive Consultant, Strategic Advisor, Board of Directors & CEO Consultant
Jimmy Lee is a dynamic healthcare visionary with a hunger for continuous healthcare ecosystem improvement. P&L accountability for critical Anthem multi-billion dollar divisions with $35 billion of premium and 17 million members, M&A due diligence on multiple entities, directing thousands of employees with continuous Best in Class Associate Engagement Survey results as well as strategic business development and execution while consistently exceeding goals and expectations. Creative and innovative thinker with wide expertise and results in P&L management, sales, marketing, risk adjustment, underwriting, consumerism, product, actuarial pricing, finance, risk management, strategy, and operations. He has held progressively more accountable Anthem, Inc. positions including President of Consumer Division, Senior Vice President of Commercial Segments, and SVP & GM of UniCare, Inc. Jimmy has led three very significant P&L turnarounds of UniCare and Anthem businesses resulting in hundreds of millions of dollars in operating gain improvements. Jimmy led Anthem entering the Exchange Individual & Small Group ACA markets including in depth strategic analysis with subsequent strategic direction, investment priorities and decisions, and complex execution. First year results included largest Individual and Small Group enrollment in the country, largest Individual operating gain in the country of $500 million, and deep knowledge of how to sustain this success with continued growth in membership and operating gain in year two. Built and led the execution of annual business plans for all of Anthem’s Individual, Small Group, mid-size Group, and Large Group / ASO with P&L accountability. Led the Anthem / Cigna integration team building new state business plans, SG&A and revenue synergies, new organizational structure, and new value propositions.
Jimmy currently advises several Blues, commercial payers, providers, and healthcare organizations, advises startups, private equity due diligence and matching. Jimmy is an Executive Consultant with Sharecare, Strategic Advisor for Leverage Health, Board of Directors & CEO consultant of S&S Healthcare, Strategic Advisor for Pareto Intelligence (Healthscape Advisors), and is on the Board of Directors of Easter Seals (Treasurer). He is on the Advisory Boards of Solera Health, Employer Health Innovation Roundtable, Cecelia Health, ClearDATA, Wellthie, and The Vistria Group.
Jimmy has a Finance degree from Western Illinois University, CLU, FLMI, HIA, and MHP designations, and Indiana University Kelly Business School Service Program. Served on Board of Directors of Illinois Chamber of Commerce, Texas Association of Business, and UniCare Life & Health Insurance Company.