CONVERGENCE

of Laboratory Diagnostics and Population Health

7th CLINICAL LAB 2.0 WORKSHOP

February 26-27, 2024 • Pendry Chicago

View the 2024 Agenda

Project Santa Fe Foundation’s

2024 CL2.0 Workshop

CONVERGENCE

Join fellow leaders across the industry to explore the convergence of laboratory diagnostics and population health.

A HIGH-TOUCH, HIGHLY INTERACTIVE, LIMITED SEATING EVENT

We invite you to participate in two days of exclusive dialogue and invention, as we address critical questions that will shape the future of our collective industry.

The potential value of the clinical lab does not end at the time we release a result — rather that’s where it begins.

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Connect with thought leaders from around the globe

With an exclusive curriculum developed by the Project Santa Fe Foundation distinguished board of directors, our 2024 Workshop will include:

  • Hands-on roundtables
  • Cross-industry collaborations
  • Facilitated hot-topic panels and discussions
  • Engaging, informative dialogue with your peers
VIEW AGENDA

Join Us at the Hotel Pendry Chicago

Steeped in history, anchored in style, and set within the iconic 1929 Art Deco Carbide & Carbon building in Chicago’s loop neighborhood, Pendry Chicago is a modern luxury hotel that pays homage to both the past and the present.

You will find Pendry Chicago’s interiors contemporary and comfortable, designed with an eye for the Carbide & Carbon building’s illustrious Art Deco heritage and combined with a modern vision of luxury hospitality.

We have reserved a block of rooms at a discounted rate at our host hotel, the Pendry Chicago.  Upon registering for the workshop, we will make hotel reservations for you based on the dates you provide us.

PENDRY Chicago

CL2.0 Workshop: CONVERGENCE led by Project Santa Fe Foundation Board of Directors

Khosrow R. Shotorbani, MBA, MT(ASCP)

BOARD OF DIRECTORS / PRESIDENT, EXECUTIVE DIRECTOR, PSFF; FOUNDER, CEO, LAB 2.0 STRATEGIC SERVICES

Khosrow Shotorbani is the CEO and founder of the Lab 2.0 Strategic Services, LLC. He is a member of Project Santa Fe Clinical Laboratory 2.0 industry advocate. As the former President and Chief Executive Officer at TriCore Reference Laboratories, Mr. Shotorbani oversaw the corporate direction and strategy of TriCore, focusing on leadership and innovation, as well as operations, growth, and the financial health of the company. He led TriCore’s initiatives based on the premise to improve health outcomes and lower costs by utilization of laboratory data.

Mr. Shotorbani was instrumental in the creation of Project Santa Fe—a recently launched initiative with like-minded executives—helping to forge new frontiers that will define future economic valuation and placement of diagnostic services. Before joining TriCore in 2014, Mr. Shotorbani served as Senior Vice President and Director of Business Development/Business Innovations at ARUP. He joined ARUP in 1984 as a medical technologist and while at ARUP advanced to positions with progressive responsibility over his 30-year tenure.

Khosrow R. Shotorbani, MBA, MT(ASCP)

BOARD OF DIRECTORS / PRESIDENT, EXECUTIVE DIRECTOR, PSFF; FOUNDER, CEO, LAB 2.0 STRATEGIC SERVICES

Khosrow Shotorbani is the CEO and founder of the Lab 2.0 Strategic Services, LLC. He is a member of Project Santa Fe Clinical Laboratory 2.0 industry advocate. As the former President and Chief Executive Officer at TriCore Reference Laboratories, Mr. Shotorbani oversaw the corporate direction and strategy of TriCore, focusing on leadership and innovation, as well as operations, growth, and the financial health of the company. He led TriCore’s initiatives based on the premise to improve health outcomes and lower costs by utilization of laboratory data.

Mr. Shotorbani was instrumental in the creation of Project Santa Fe—a recently launched initiative with like-minded executives—helping to forge new frontiers that will define future economic valuation and placement of diagnostic services. Before joining TriCore in 2014, Mr. Shotorbani served as Senior Vice President and Director of Business Development/Business Innovations at ARUP. He joined ARUP in 1984 as a medical technologist and while at ARUP advanced to positions with progressive responsibility over his 30-year tenure.

Khosrow R. Shotorbani, MBA, MT(ASCP)

President, Executive Director
Founder, CEO, Lab 2.0 Strategic Services

James M. Crawford, MD, PhD

BOARD OF DIRECTORS / CHAIR OF THE BOARD, PSFF; EXECUTIVE DIRECTOR AND SENIOR VP LABORATORY SERVICES, NORTHWELL HEALTH

Dr. James Crawford is Chair of the Department of Pathology and Laboratory Medicine, Zucker School of Medicine at Hofstra/Northwell. And Senior Vice President of Laboratory Services for the Northwell Health System.

Jim received his bachelor’s degree from Dartmouth College (1976) and his MD and PhD degrees from Duke University (1982). After interning in Pathology at Duke University medical Center (1982 – 1983), he trained as an Anatomic Pathology resident at Brigham and Woman’s Hospital (1983 – 1987), including a fellowship in Gastrointestinal Pathology and training in 1989 at Royal free Hospital in London as a Liver Pathology Research Fellow.

From 1988 – 1996 he was a faculty member in the Department of Pathology at Brigham and Woman’s Hospital, rising to the rank of the Associate Professor and Directory of the Program in Gastrointestinal Pathology at Yale University School of Medicine. He then moved to the University of Florida College of Medicine in Gainesville, FL, where for 9 years he served as Professor and Chair of the Department of Pathology, Immunology, and Laboratory Medicine. He also served 8 years as President of the Faculty Practice Association and as Chair of the College’s Executive Fiscal Advisory Committee. Dr. Crawford is well known as a Liver Pathologist and for his research in hepatobiliary pathophysiology. He has served as Editor-in-Chief of Laboratory Investigation, Chair of the Council of Academic Societies of the Association of American Medical Colleges  (AAMC), President of the Association of Pathology Chairs (APC), and Chair of the Board of Directors of the College of American Pathologists (CAP) “PathPAC” Political Action Committee. He currently is the founding editor of the new APC journal Academic Pathology.

Through both the Association of Pathology Chairs and the College of American Pathologists, DR. Crawford has been heavily involved in advocacy for healthcare. In recent years, he has taken a leading role in advocating for the specialty of Pathology to be part of the next era of “patient-centered” healthcare, particularly with regards to Health Information Technology and the Patient-Centered Medicine Home. That includes being a founding member of Project Santa Fe, which is advancing the concept of Clinical Laboratory 20., as an evidence-based foundation for the value statements of laboratory services in the next era of American health-care.

James M. Crawford, MD, PhD

BOARD OF DIRECTORS / CHAIR OF THE BOARD, PSFF; PROFESSOR AND CHAIR EMERITUS, DEPARTMENT OF PATHOLOGY AND LABORATORY MEDICINE, NORTHWELL HEALTH

Dr. James Crawford is Professor and Chair Emeritus, Department of Pathology and Laboratory Medicine for the Northwell Health System.

Jim received his bachelor’s degree from Dartmouth College (1976) and his MD and PhD degrees from Duke University (1982). After interning in Pathology at Duke University medical Center (1982 – 1983), he trained as an Anatomic Pathology resident at Brigham and Woman’s Hospital (1983 – 1987), including a fellowship in Gastrointestinal Pathology and training in 1989 at Royal free Hospital in London as a Liver Pathology Research Fellow.

From 1988 – 1996 he was a faculty member in the Department of Pathology at Brigham and Woman’s Hospital, rising to the rank of the Associate Professor and Directory of the Program in Gastrointestinal Pathology at Yale University School of Medicine. He then moved to the University of Florida College of Medicine in Gainesville, FL, where for 9 years he served as Professor and Chair of the Department of Pathology, Immunology, and Laboratory Medicine. He also served 8 years as President of the Faculty Practice Association and as Chair of the College’s Executive Fiscal Advisory Committee. Dr. Crawford is well known as a Liver Pathologist and for his research in hepatobiliary pathophysiology. He has served as Editor-in-Chief of Laboratory Investigation, Chair of the Council of Academic Societies of the Association of American Medical Colleges  (AAMC), President of the Association of Pathology Chairs (APC), and Chair of the Board of Directors of the College of American Pathologists (CAP) “PathPAC” Political Action Committee. He currently is the founding editor of the new APC journal Academic Pathology.

Through both the Association of Pathology Chairs and the College of American Pathologists, DR. Crawford has been heavily involved in advocacy for healthcare. In recent years, he has taken a leading role in advocating for the specialty of Pathology to be part of the next era of “patient-centered” healthcare, particularly with regards to Health Information Technology and the Patient-Centered Medicine Home. That includes being a founding member of Project Santa Fe, which is advancing the concept of Clinical Laboratory 20., as an evidence-based foundation for the value statements of laboratory services in the next era of American health-care.

James M. Crawford, MD, PhD

Chair Of The Board
Professor and Chair Emeritus, Department of Pathology and Laboratory Medicine,
Northwell Health

Myra L. Wilkerson, MD

BOARD OF DIRECTORS / CHAIR, DIVISION OF LABORATORY MEDICINE, GEISINGER HEALTH SYSTEM

Myra Wilkerson is Chair, Laboratory Medicine Service Line for Geisinger. Dr. Wilkerson is responsible for oversight of all clinical and anatomic pathology laboratory services within the health system.

She joined the Geisinger team in 1999 and has helped several medical directorships over Geisinger hospital laboratories as week as the vice chair for the service line. Her subspecialty areas are cytopathology, genitourinary pathology, and laboratory informatics. Her current research interests include tissue microarrays and immunochemistry of the testicular and bladder tumors. Dr. Wilkerson recently edited and contributed four chapters to a book published by the Geisinger anatomic pathology group, the Handbook of Practical Immunohistochemistry: Frequently Asked Questions. She s one of the web authors for the companion wed site to this book, www.ihcfaq.com.

Dr Wilkerson is a part president of the Association of the Clinical Scientists and a past president of the Association for Pathology Informatics. She also currently serves on the Informatics Committee and the Clinical Informatics Steering Committee for the College of American Pathologist’s. She is on the editorial boards of three peer reviewed journals, the Annals of Clinical and Laboratory Science, the Archives of Pathology and Laboratory Medicine and the Journal of Pathology Informatics. Dr. Wilkerson received her undergraduate degree in Medical Technology from Marshall University, and then worked in the clinical laboratories at Charleston Area Medical Center before retuning to Marshall University to earn a Doctor of Medicine. She completed a combined anatomic and clinical pathology residency and cytopathology specialty training in the PennState Geisinger Health System.

Myra L. Wilkerson, MD

BOARD OF DIRECTORS / CHAIR, DIVISION OF LABORATORY MEDICINE, GEISINGER HEALTH SYSTEM

Myra Wilkerson is Chair, Laboratory Medicine Service Line for Geisinger. Dr. Wilkerson is responsible for oversight of all clinical and anatomic pathology laboratory services within the health system.

She joined the Geisinger team in 1999 and has helped several medical directorships over Geisinger hospital laboratories as week as the vice chair for the service line. Her subspecialty areas are cytopathology, genitourinary pathology, and laboratory informatics. Her current research interests include tissue microarrays and immunochemistry of the testicular and bladder tumors. Dr. Wilkerson recently edited and contributed four chapters to a book published by the Geisinger anatomic pathology group, the Handbook of Practical Immunohistochemistry: Frequently Asked Questions. She s one of the web authors for the companion wed site to this book, www.ihcfaq.com.

Dr Wilkerson is a part president of the Association of the Clinical Scientists and a past president of the Association for Pathology Informatics. She also currently serves on the Informatics Committee and the Clinical Informatics Steering Committee for the College of American Pathologist’s. She is on the editorial boards of three peer reviewed journals, the Annals of Clinical and Laboratory Science, the Archives of Pathology and Laboratory Medicine and the Journal of Pathology Informatics. Dr. Wilkerson received her undergraduate degree in Medical Technology from Marshall University, and then worked in the clinical laboratories at Charleston Area Medical Center before retuning to Marshall University to earn a Doctor of Medicine. She completed a combined anatomic and clinical pathology residency and cytopathology specialty training in the PennState Geisinger Health System.

Myra L. Wilkerson, MD

Board Treasurer
Division of Laboratory Medicine, Geisinger Health System

Mark K. Fung, MD, PhD

PROFESSOR AND VICE CHAIR POPULATION HEALTH, DEPARTMENT OF PATHOLOGY AND LABORATORY MEDICINE, THE ROBERT LARNER MD COLLEGE OF MEDICINE, UNIVERSITY OF VERMONT

Dr. Mark Fung is Professor and Vice Chair of Population Health in the Department of Pathology and Laboratory Medicine at the University of Vermont (UVM). He was previously the Director of Clinical Laboratories and Vice Chair of Quality and Clinical Affairs for the Department at UVM. Prior to that, he was President of the medical staff at UVM Medical Center and Director of the Blood Bank. In addition to directing the HLA and stem cell processing laboratories, he currently serves on the board of directors for the UVM health network’s medical practice group, and co-chairs the lab sub-committee for Vermont’s ACO, OneCare Vermont.

Outside of UVM, Dr. Fung has been active nationally and internationally in promoting the use of evidence-based transfusion guidelines and the centralized reporting of transfusion service-related adverse events and errors to patient safety organizations. He completed his training in biology at Wesleyan University and medical scientist training in pathology at the University of Alabama at Birmingham. He completed his residency in pathology at Barnes Jewish Hospital and the University of Pittsburgh Medical Center, with a fellowship in transfusion medicine at the Institute for Transfusion Medicine in Pittsburgh. Dr. Fung has been at UVM since 2004.

Mark K. Fung, MD, PhD

PROFESSOR AND VICE CHAIR POPULATION HEALTH, DEPARTMENT OF PATHOLOGY AND LABORATORY MEDICINE, THE ROBERT LARNER MD COLLEGE OF MEDICINE, UNIVERSITY OF VERMONT

Dr. Mark Fung is Professor and Vice Chair of Population Health in the Department of Pathology and Laboratory Medicine at the University of Vermont (UVM). He was previously the Director of Clinical Laboratories and Vice Chair of Quality and Clinical Affairs for the Department at UVM. Prior to that, he was President of the medical staff at UVM Medical Center and Director of the Blood Bank. In addition to directing the HLA and stem cell processing laboratories, he currently serves on the board of directors for the UVM health network’s medical practice group, and co-chairs the lab sub-committee for Vermont’s ACO, OneCare Vermont.

Outside of UVM, Dr. Fung has been active nationally and internationally in promoting the use of evidence-based transfusion guidelines and the centralized reporting of transfusion service-related adverse events and errors to patient safety organizations. He completed his training in biology at Wesleyan University and medical scientist training in pathology at the University of Alabama at Birmingham. He completed his residency in pathology at Barnes Jewish Hospital and the University of Pittsburgh Medical Center, with a fellowship in transfusion medicine at the Institute for Transfusion Medicine in Pittsburgh. Dr. Fung has been at UVM since 2004.

Mark K. Fung, MD, PhD

Professor and Vice Chair Population Health, Department of Pathology and Laboratory Medicine, The Robert Larner MD College of Medicine, University of Vermont

Nancy Stratton, MBA

CHIEF EXECUTIVE OFFICER, COLA

Nancy Stratton joined COLA as its first Chief Executive Officer in the Company’s history to have worked as a medical laboratory technologist early in her career.  Nancy has a deep love of the profession and a lived-through understanding of the importance of accurate laboratory results to the diagnosis and treatment of patients.  With her commitment to expand our mission to serve more laboratories, COLA received approval to accredit laboratories performing tests in the specialty of pathology, including the subspecialties of histopathology, oral pathology and cytology.

COLA continues to benefit from Nancy’s prior experience as the CEO of a clinical pathology laboratory division of one of the largest diagnostic laboratory medicine companies in the world.  Before moving into the CEO position for the division, Nancy held various management positions in which she guided her team to new levels of excellence in quality management, customer service, human resources, risk management, and regulatory and medical legal compliance.

In addition to having extensive experience in all aspects of laboratory operations, Nancy is highly regarded in the industry for her commitment to high-quality patient care, her collaborative leadership style, and her ability to cultivate meaningful relationships with employees, physicians, hospitals and community partners.  While Nancy relocated from Texas to join the team at COLA, she did bring a little of Texas with her.  Nancy and her husband live on their horse farm in Maryland where they spend quality time with their family.

Nancy Stratton, MBA

CHIEF EXECUTIVE OFFICER, COLA

Nancy Stratton joined COLA as its first Chief Executive Officer in the Company’s history to have worked as a medical laboratory technologist early in her career.  Nancy has a deep love of the profession and a lived-through understanding of the importance of accurate laboratory results to the diagnosis and treatment of patients.  With her commitment to expand our mission to serve more laboratories, COLA received approval to accredit laboratories performing tests in the specialty of pathology, including the subspecialties of histopathology, oral pathology and cytology.

COLA continues to benefit from Nancy’s prior experience as the CEO of a clinical pathology laboratory division of one of the largest diagnostic laboratory medicine companies in the world.  Before moving into the CEO position for the division, Nancy held various management positions in which she guided her team to new levels of excellence in quality management, customer service, human resources, risk management, and regulatory and medical legal compliance.

In addition to having extensive experience in all aspects of laboratory operations, Nancy is highly regarded in the industry for her commitment to high-quality patient care, her collaborative leadership style, and her ability to cultivate meaningful relationships with employees, physicians, hospitals and community partners.  While Nancy relocated from Texas to join the team at COLA, she did bring a little of Texas with her.  Nancy and her husband live on their horse farm in Maryland where they spend quality time with their family

Nancy Stratton, MBA

Chief Executive Officer, COLA

Karen L. Kaul, MD, PhD

BOARD OF DIRECTORS / DUCKWORTH FAMILY CHAIR OF MOLECULAR PATHOLOGY, CHAIR PATHOLOGY AND LABORATORY MEDICINE, NORTHSHORE UNIVERSITY HEALTHSYSTEM; CLINICAL PROFESSOR OF PATHOLOGY, UNIVERSITY OF CHICAGO PRITZKER SCHOOL OF MEDICINE

Dr. Karen L. Kaul is Chair of the Department of Pathology and Laboratory Medicine at NorthShore and is a Clinical Professor of Pathology at the University of Chicago’s Pritzker School of Medicine. She previously served as Director of the Molecular Diagnostics Division at NorthShore University HealthSystem. Board-certified in anatomic pathology, and molecular genetic pathology, she has been deeply involved in the development of laboratory tests for cancer, heritable, and microbial diseases.

Dr. Kaul is a past President of the Association for Molecular Pathology and served as Editor-in-Chief of the Journal of Molecular Diagnostics. She has led efforts to expand molecular pathology and personalized medicine programs at NorthShore, serving as Interim Co-Director of the Personalized Medicine Program, and expanding the tissue and genomic biorepository. She has over 100 peer-reviewed publications and recently co-edited the book Genomics in Cancer.

Dr. Kaul is the recipient of the 2008 Association for Molecular Pathology Leadership Award. She is Past President of the American Board of Pathology and serves on the ACGME Residency Review Committee for Pathology. She was an Executive Leadership in Academic Medicine fellow in 2011-2012 and served as a member of the Tapestry/SPOT Dx working group. In late 2016, she provided testimony to the bipartisan Senate Health Education Labor and Pension Committee on the contributions of lab-developed tests and procedures to personalized medicine. She’s a Board member for Laboratory 2.0 and is involved in efforts to transform the laboratory through better integration and utilization.

Karen L. Kaul, MD, PhD

BOARD OF DIRECTORS / DUCKWORTH FAMILY CHAIR OF MOLECULAR PATHOLOGY, CHAIR PATHOLOGY AND LABORATORY MEDICINE, NORTHSHORE UNIVERSITY HEALTHSYSTEM; CLINICAL PROFESSOR OF PATHOLOGY, UNIVERSITY OF CHICAGO PRITZKER SCHOOL OF MEDICINE

Dr. Karen L. Kaul is Chair of the Department of Pathology and Laboratory Medicine at NorthShore and is a Clinical Professor of Pathology at the University of Chicago’s Pritzker School of Medicine. She previously served as Director of the Molecular Diagnostics Division at NorthShore University HealthSystem. Board-certified in anatomic pathology, and molecular genetic pathology, she has been deeply involved in the development of laboratory tests for cancer, heritable, and microbial diseases.

Dr. Kaul is a past President of the Association for Molecular Pathology and served as Editor-in-Chief of the Journal of Molecular Diagnostics. She has led efforts to expand molecular pathology and personalized medicine programs at NorthShore, serving as Interim Co-Director of the Personalized Medicine Program, and expanding the tissue and genomic biorepository. She has over 100 peer-reviewed publications and recently co-edited the book Genomics in Cancer.

Dr. Kaul is the recipient of the 2008 Association for Molecular Pathology Leadership Award. She is Past President of the American Board of Pathology and serves on the ACGME Residency Review Committee for Pathology. She was an Executive Leadership in Academic Medicine fellow in 2011-2012 and served as a member of the Tapestry/SPOT Dx working group. In late 2016, she provided testimony to the bipartisan Senate Health Education Labor and Pension Committee on the contributions of lab-developed tests and procedures to personalized medicine. She’s a Board member for Laboratory 2.0 and is involved in efforts to transform the laboratory through better integration and utilization.

Karen L. Kaul, MD, PhD

Duckworth Family Chair of Molecular Pathology, Chair Pathology and Laboratory Medicine, Northshore University Healthsystem; Clinical Professor of Pathology, University of Chicago Pritzker School of Medicine

Richard J. Zarbo, MD, DMD

BOARD OF DIRECTORS / SENIOR VP AND CHAIR, PATHOLOGY AND LABORATORY MEDICINE, HENRY FORD HEALTH SYSTEM

Richard Zarbo, MD, DMD is the system chairman and KD Ward Chair of Pathology and Laboratory Medicine in the Henry Ford Health System and past-president of the United States and Canadian Academy of Pathology. He is a board-certified anatomic and clinical pathologist and an expert in head and neck pathology, laboratory quality and continuous process improvement. Dr. Zarbo is an early pioneer in laboratory quality. His initial foray in quality goes back to the 1990’s when he was instrumental in defining national benchmarks of laboratory quality through the CAP Q-Probes and Q-tracks programs. Since the early 2000’s he has endeavored to create a culture of continuous improvements throughout the Henry Ford laboratories that he integrated into System-wide Product Line.

The Henry Ford continuous improvement culture is based on s synthesis if Henry Ford’s automotive manufacturing focus on waste reduction and efficiency, the management approach of W. Edwards Deming and the Lean principles and human development of the Toyota Production System. The successful Henry Ford Production System, now in the 12th year in the Henry Ford Laboratories, is featured in Dr. Jeffrey liker’s booked – The Toyota way to Continuous Improvement: Linking Strategy and Operational Excellence to Achieve Superior Performance (2011) and The Toyota Way to Service Excellence Lean Transformation in Service Organizations (2016). The Henry Ford laboratories obtained ISO 15189 accreditation in 2013 as the largest ISO 1589 accredited integrated, multi-setting medical laboratory system in the US. Dr. Zarbo’s curriculum vitae includes over 200 peer-reviewed publications with over 50 directly related to laboratory quality. He is a clinical professor of Pathology at Wayne State University School of Medicine.

Richard J. Zarbo, MD, DMD

BOARD OF DIRECTORS / SENIOR VP AND CHAIR, PATHOLOGY AND LABORATORY MEDICINE, HENRY FORD HEALTH SYSTEM

Richard Zarbo, MD, DMD is the system chairman and KD Ward Chair of Pathology and Laboratory Medicine in the Henry Ford Health System and past-president of the United States and Canadian Academy of Pathology. He is a board-certified anatomic and clinical pathologist and an expert in head and neck pathology, laboratory quality and continuous process improvement. Dr. Zarbo is an early pioneer in laboratory quality. His initial foray in quality goes back to the 1990’s when he was instrumental in defining national benchmarks of laboratory quality through the CAP Q-Probes and Q-tracks programs. Since the early 2000’s he has endeavored to create a culture of continuous improvements throughout the Henry Ford laboratories that he integrated into System-wide Product Line.

The Henry Ford continuous improvement culture is based on s synthesis if Henry Ford’s automotive manufacturing focus on waste reduction and efficiency, the management approach of W. Edwards Deming and the Lean principles and human development of the Toyota Production System. The successful Henry Ford Production System, now in the 12th year in the Henry Ford Laboratories, is featured in Dr. Jeffrey liker’s booked – The Toyota way to Continuous Improvement: Linking Strategy and Operational Excellence to Achieve Superior Performance (2011) and The Toyota Way to Service Excellence Lean Transformation in Service Organizations (2016). The Henry Ford laboratories obtained ISO 15189 accreditation in 2013 as the largest ISO 1589 accredited integrated, multi-setting medical laboratory system in the US. Dr. Zarbo’s curriculum vitae includes over 200 peer-reviewed publications with over 50 directly related to laboratory quality. He is a clinical professor of Pathology at Wayne State University School of Medicine.

Richard J. Zarbo, MD, DMD

Senior VP and Chair, Pathology and Laboratory Medicine, Henry Ford Health System

2024 CL2.0 Workshop Agenda

Join the crucial conversation with fellow leaders across the industry as we define the future business model for the clinical laboratory.  Represented at this workshop is a tremendously respected collective body of knowledge, take your seat at the table and make an important contribution as critical questions are addressed that will shape the future of our collective industry.

February 25, 2024

5:30 – 7:30pm: Welcome Reception

February 26, 2024 – CL2.0 Workshop
Day One

7:00 – 8:00am: Breakfast

8:00 – 8:15am: Welcome! It's Good to be Back!!

  • Introduction: Khosrow R. Shotorbani, MBA, MT(ASCP)
    President, Executive Director
    Project Santa Fe Foundation

8:15 – 9:00am: KEYNOTE: Value-Based Care Environment Partnering with Diagnostics
The opening keynote and panel will examine How Information Drives Value-Based Health Care.  Dr. David Nace is a national leader in driving the value of information in empowering patient-centered health care (including the Patient Centered Medical Home) and in supporting community health equity.  Dr. Nace and the panel will examine the connection between the information emanating from the clinical laboratory and the rapid evolution of American health care to a Value-Based paradigm.

  • David Nace, MD
    CMO
    Innovaccer

9:00 – 10:00am: Value-Based Care Environment Panel

  • Facilitator: James Crawford, MD, PhD
    Professor and Chair Emeritus, Department of Pathology and Laboratory Medicine, Northwell Health
  • Ross Coapstick
    Executive Director of Provider Performance
    AdventHealth
  • David Nace, MD
    CMO
    Innovaccer
  • Eric Weaver, DHA, MHA
    Vice President, Strategic Marketing
    Lumeris

10:00 – 10:30am: BREAK

10:30am – 12noon: Impact of Artificial Intelligence on Clinical Lab 2.0
As we are transitioning from the business of volume to the business of value informatics, amplifying data into actionable insights near-real time becomes key essential strategy.

How will artificial intelligence (AI) be integrated into digital and computational pathology while transitioning from lab 1.0 to lab 2.0? How will laboratory diagnostic paradigms be changed and supported by AI to assess and take actions on clinical risks? How will technology help create longitudinal views of populations real-time and help risk stratify progression for diseases? How will AI help to close gaps in care? How will laboratories develop the skills needed to incorporate AI into their operational and diagnostic processes? How will we maximize the benefits and minimize the risks in AI adoption? This panel of experts will help us frame the discussion and elaborate on pathways to move the laboratory industry and pathology practices forward.

  • Facilitator: Myra Wilkerson, MD
    Chair, Diagnostic Medicine Institute
    Geisinger Health System
  • Ulysses G. J. Balis, MD, FCAP, FASCP
    Associate Chief Medical Information Officer
    University of Michigan
  • Michael J. Becich, MD, PhD
    Associate Vice-Chancellor for Informatics in the Health Sciences
    University of Pittsburgh
  • Tom Neufelder
    Senior Vice President, CTO
    Beckman Coulter
  • Gaurav Sharma, MD
    Vice Chair for Clinical Pathology
    Henry Ford Health

12noon – 1:15pm:  LUNCH

1:15 – 2:45pm: Delivering Clinical Lab 2.0 Evidence Base: Lab Initiated Care Model
This session will highlight the laboratory’s role as a catalyst for healthcare transformation from volume to value by delivering CL 2.0 evidence and Lab Initiated Care Models. Participants will have the opportunity to examine the role of the laboratory industry, hear examples of clinical and financial evidence produced through the Project Santa Fe Foundation, and discuss practical Clinical Lab 2.0 do’s and don’ts for laboratories. This is a “must see” session for organizations who want to be leaders in population health and Clinical Lab 2.0 initiatives.

  • Facilitator: Khosrow R. Shotorbani, MBA, MT(ASCP)
    President, Executive Director
    Project Santa Fe Foundation
  • Kathleen Swanson, MS, RPh
    Project Manager, Pillar 3 Demonstration Projects
    Project Santa Fe Foundation
  • Andy Hay
    President and Chief Executive Officer
    Sysmex America, Inc.
  • John Hurst, PharmD, BCIDP
    Senior Director, Field Medical Affairs, bioMérieux
  • Melanie Pollan, PhD, MT(ASCP)
    Sr. Director, Medical & Scientific Affairs
    Siemens Healthineers

2:45 – 3:45pm: Targeted Intervention: Indian Health Services - Lessons Learned on a Shoestring Budget
Delivering an effective Clinical Lab 2.0 targeted intervention requires meaningful data, provider and patient engagement, and a structured focus. Clinical interventions supporting value-based care are often challenging and unsuccessful in changing healthcare processes and outcomes. This session will discuss lessons learned in the Implementation of a targeted intervention around chronic kidney disease in the Indian Health Service. The discussion will touch on the importance of a structured intervention using social determinants of health to increase monitoring and improve cardiovascular outcomes.

  • Facilitator: Kathleen Swanson, MS, RPh
    Project Manager, Pillar 3 Demonstration Projects
    Project Santa Fe Foundation
  • Nancy E. Cornish, MD
    Medical Officer, Senior Advisor for Quality and Safety, Division of Laboratory Systems
    Center for Surveillance, Epidemiology and Laboratory Services, Centers for Disease Control and Prevention (CDC)
  • Elizabeth Montgomery
    VP, Learning Strategies
    National Kidney Foundation

3:45 – 4:00pm: BREAK

4:00 – 5:15pm: Infrastructure: Disruption Management: 

To Disrupt or to be Disrupted – Status Quo is not an Option
Hospital laboratorians, as disruptors following the CL2.0 roadmap, like hospital pharmacists can play a pivotal role on patient care teams - we'll explore approaches for securing institutional support and for successfully managing the transformation.

From Ideas to Implementation: The Journey to Being a Clinical Lab 2.0
In healthcare's shift towards better care with cost management, multi-stakeholder buy-in, teamwork and diagnostic decision support is key to an system's successful implementation of the CL2.0 innovation. 

  • Facilitator: Richard Zarbo, MD, DMD
    System Chair
    Henry Ford Health Pathology and Laboratory Medicine
  • R. Keith Laughman, DBA
    Founder & Managing Partner
    Caretinuum Advisors
  • Gaurav Sharma, MD
    Vice Chair for Clinical Pathology
    Henry Ford Health

Group Panel Discussion

5:30 – 7:00pm: RECEPTION

 

February 27, 2024 – CL2.0 Workshop
Day Two

7:00 – 8:00am: Breakfast

8:00am: Welcome Back!

  • Facilitator: James Crawford, MD, PhD
    Professor and Chair Emeritus, Department of Pathology and Laboratory Medicine, Northwell Health

8:00 – 8:30am: KEYNOTE: Whole Person Index in Action- Clinical Lab 2.0 leads mitigation of clinical and financial risk, resulting in better health at a lower cost- for ALL!
Health is driven by 4 factors: clinical 10%, social 20%, genetic 30% and behavior 40%. Over 80% of spend in America is on clinical factors, creating the current state of declining health outcomes at increasing expense. CL2.0 positions lab to lead this mitigation of clinic and financial risk, providing the data and engagement for individuals, populations and communities. We will share case studies and practical actions to support the lab pivot from 1.0 to 2.0.

  • Katie Kaney, DrPH, MBA, FACHE
    Founder: Whole Person Index
    CEO: LovEvolve
    Author: Both/And: Medicine and Public Health Together

8:30 – 9:45am: Clinical Lab 2.0 Business Model: Clinical Lab 2.0 Alignment to Value-Based Care, Impact of Information  
As health care moves from volume to value, managing clinical risk proactively becomes paramount. Doing so requires being able to predict, monitor for, and mitigate against risk. Lab’s emerging role is to highlight actionable information for the clinical enterprise to ‘right size initiatives in clinical risk management for its population’. That is Lab 2.0. This panel will address the following questions:
- Has the business model of the clinical lab reached a strategic inflection point?
- What is our business? What should be our business?
- Who is the customer? Who should be the customer?
- How should payment incentives align with enterprise Objectives and Key Results (OKR), and how does the Lab have access to those incentives?
- Who are the key partners for Lab’s success?

“The value of the clinical lab doesn't end when we release a result, rather, it's where it begins”

  • Facilitator: Mark Fung, MD, PhD
    Vice Chair for Population Health
    University of Vermont Health Network
  • Brian D'Ambrosio, CFA
    VP Strategy & Business Development
    Northwell Health
  • Artem Boltyenkov, PhD, MBA
    Head, Global HEOR
    Siemens Healthineers
  • Khosrow R. Shotorbani, MBA, MT(ASCP)
    President, Executive Director
    Project Santa Fe Foundation

9:45 – 10:15am:  BREAK

10:15 – 11:30am: Clinical Lab 2.0 in Diverse Settings: Clinical Lab 2.0 in Collaboration with Primary Care Across Diverse Settings to Improve Population Health
This session will describe the importance of integrating laboratory medicine into ambulatory models of team based, enabling comprehensive, collaborative care. The session will highlight several real world examples of care improvement by adopting the Clinical Laboratory 2.0 framework, with a focus on diverse settings and health care ecosystems.

  • Facilitator: Nancy Stratton, MBA
    CEO
    COLA
  • Keith Davis, MD, FAAFP
    CEO & CMO
    Shoshone Family Medical Center
  • Rick Eisenstaedt, MD, MACP
    Chair Department of Medicine
    Abington Hospital Jefferson Health
  • Steve Peskin, MD, MBA, MACP
    President & CEO
    SRP Advisors

11:30am – 12:45pm: LUNCH

12:45 – 1:45pm: Clinical Lab 2.0 and Genomics-Informed Population Health: Using Patient and Microbiome Data to Risk Stratify Populations
Advances in human and microbial genomics and the increased use of multi-omic analyses have enhanced our ability to predict the effects of complex genetic variants in human and microbial populations as they impact chronic diseases, cancer, inflammatory states, and responses to therapeutics. This session's speakers will provide a glimpse of the potential future state of the clinical laboratory in informing population health and risk stratifying patient populations.

  • Facilitator: Mark Fung, MD, PhD
    Vice Chair for Population Health
    University of Vermont Health Network
  • Lynn Bry, MD, PhD
    Associate Professor of Pathology
    Harvard Medical School
  • Robert Wildin, MD
    Associate Medical Director of the Genomic Medicine Laboratory, Health Network
    University of Vermont

1:45 – 3:00pm: Clinical Lab 2.0 Transformation of the Industry
Clinical Lab 2.0 transformation is only possible with the collaboration of our Industry Partners. We continue the conversation around the next era of population health, value based care, required business model enabling technologies, and the alternative payment model. What do you believe the role of Industry Partner is or should be in transitioning from volume to value healthcare?

  • Facilitator: James Crawford, MD, PhD
    Professor and Chair Emeritus, Department of Pathology and Laboratory Medicine, Northwell Health
  • Rea Castro, MD
    Director of Medical Affairs, QuidelOrtho
  • Veena Joy, MSc, PHD(c)
    US Market Development and Strategy Lead, Thermo Fisher Scientific
  • Jackie Murray
    Vice President, Performance Partnership, Beckman Coulter
  • Melanie Pollan, PhD, MT(ASCP)
    Sr. Director, Medical & Scientific Affairs, Siemens Healthineers
  • Amelia Presley
    Vice President, Marketing, Sysmex America, Inc.
  • Tricia Ravalico
    Global Director, Scientific Leadership and Education, Core Diagnostics, Abbott
  • Soham Shah, MD, MBA, CPE, FACP
    Healthcare Lead, Roche Information Solutions
  • Meghan Thelen
    Senior Director, Integrated Solutions Marketing, bioMérieux