of Laboratory Diagnostics and Population Health


February 26-27, 2024 • Pendry Chicago

Project Santa Fe Foundation’s

2024 CL2.0 Workshop


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


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

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)

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

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 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

Nancy Stratton, MBA

Chief Executive Officer, COLA

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

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

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
  • David Nace, MD
  • Eric Weaver, DHA, MHA
    Vice President, Strategic Marketing

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
  • 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