Monday, March 2, 2026

7:00 AM – 8:00 AM
Breakfast  

8:00 AM – 10:00 AM
Framing the Movement

Setting the Stage: Journey from Reactive to Proactive
Khosrow R. Shotorbani, MBA, MLS(ASCP)
President, and CEO

From Discovery To Implementation For Big Dot Impact - The New "Last Mile"
Donald E. Casey, Jr, MD, MPH, MBA, MACP
Associate Professor of Internal Medicine, University of Minnesota Institute for Healthcare Informatics

The pace of availability and expanding variety of Continuous Blood Pressure Measurement (CBPM) devices is rapidly accelerating internationally. These devices are currently viewed by many clinicians as potentially complementary data when combined with Office BPM, Home BPM, and Ambulatory BPM readings. However, CBPM devices are intentionally designed to provide a more patient-centric experience and hence have the near-term potential to replace the current traditional methods. Patients and their clinicians may soon be able to demystify their personal BP measurements and meaningfully correlate it with daily and life activities as well as more effectively achieve integrated Guideline Directed Lifestyle Modifications that reduce overall cardiovascular risk and major acute cardiovascular events. Clinicians need to be ready and equipped to educate and guide patients on this personalized medical information.

When the Lab Stops Reporting and Starts Forecasting
Ulysses G. J. Balis, MD, FCAP, FASCP
Associate Chief Medical Information Officer and Professor of Pathology, University of Michigan

Clinical lab reports are the most widely used clinical documents in medicine, yet they still function largely as static, transactional lists of numbers. This session explores how integrating a machine-learning pipeline with the laboratory information system, paired with real-time access to clinical context (progress notes, radiology reports, H&Ps, etc.) and genomics, can transform the conventional lab report into a personalized, predictive “clinical forecast.” Attendees will see how longitudinal lab and multi-modal data can generate actionable prognostic insights (such as near-term risk of progression or metastasis) while remaining explainable, governed, and clinician-centered. The result is a blueprint for moving laboratories from reactive confirmation to proactive prediction, improving outcomes, and enabling new value-based business models for laboratory medicine.

Democratizing Population Health: Closing the Gap Between Detection and Prevention
Michael Hanak, MD, FAAFP, HALM, DipABPM
Associate Chief Medical Officer, Population Health, Rush University Medical Center

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

10:15 AM – 12:00 PM
Framing the Movement - Evolution of the Committees

Project Santa Fe Foundation committees play an essential role in framing the Clinical Lab 2.0 movement and developing the infrastructure needed to move from reactive confirmation to proactive prediction.

In this session, six Project Santa Fe Foundation Committees will highlight major initiatives and priorities planned for 2026 and discuss how they collaborate to ensure tactical execution around people, processes, technology, and outcomes to support the implementation of the Clinical Lab 2.0 model in healthcare organizations.

2026 Committee Priorities to Optimize Diagnostics: Initiatives, Collaborations and Care Transformations
Facilitator: Richard Zarbo, MD, DMD
System Chair, Henry Ford Health Pathology and Laboratory Medicine

Business - Alternative Payment Model Committee
Lena Chaihorsky
Senior Vice President, Payor Innovation, Alva10 Inc.

Julie Cooper, MA, FACHE
Vice President, Value-Based Care & Quality, Advocate Clinical Laboratories

Multi-Institutional Demonstration Projects Committee
Aya Haghamad, PharmD
Advisor, Pharmacy, Pathology Informatics

Yachana Kataria, PhD
Medical Director of Clinical Chemistry, Boston University

Pathology Informatics-Artificial Intelligence Committee
Amjad Azizi
Director, Informatics Strategy and Solutions, Sysmex America

Ulysses G. J. Balis, MD, FCAP, FASCP
Associate Chief Medical Information Officer and Professor of Pathology, University of Michigan

Education/Certification Committee
Hassan Aziz, PhD, FACSs, MLS(ASCP)
Dean and Professor, Texas A&M

Peter Hu, PhD, FACSc, FASAHP
Associate Dean Research & Strategic Initiatives/Professor, University of Texas MD Anderson Cancer Center

Yasmen Simonian, PhD, MLS(ASCP)CM, FACSc, FASAHP
Dean and Professor, Weber State University

12:00 PM - 1:15 PM
Lunch with friends and colleagues

1:15 PM – 2:00 PM
Framing the Movement - Evolution of the Committees - continued

Facilitator: Richard Zarbo, MD, DMD
System Chair, Henry Ford Health Pathology and Laboratory Medicine

Policy Committee
Ralph Hall, JD
Professor of Practice, University of Minnesota (retired), Hall Strategies

Jennifer Houlihan, MSP
Vice President, Managed Health Strategy and Policy, Advocate Health

Industry Coalition Committee
James G Donnelly, PhD., MBA, DABCC, FADLM, FCACB
Senior Director, Northwell Health Laboratories, Center for Advanced Medicine, Northwell Health

Discussion Q&A

2:00 PM – 3:00 PM
Framing the Movement - Transformation from Reactive Confirmation to Proactive Prediction
Part 1: Outcomes/Health Economics

The changing healthcare landscape makes it more important than ever to have demonstrated evidence showing the value of the Clinical Laboratory. To meet this objective, PSFF conducted a multi-site demonstration project assessing noninvasive liver testing in prediabetic and diabetic patients as outlined by the American Diabetes Association guidelines. The project looked at the clinical and financial value produced through post analytical laboratory insights to risk stratify patients, identify gaps in care for screening of fatty liver disease, and examine cost implications of using non-invasive testing. This session will discuss steps taken to conduct the demonstration project and the clinical and financial outcomes. Discussion will include how this type of project can be generalized and applied to other healthcare organizations.

Outcomes Matter! Creating the Foundation for CL2.0 Evidence
Facilitator: James Crawford, MD, PhD
Professor and Chair Emeritus, Department of Pathology and Laboratory Medicine, Northwell Health

From a Test to a Value Based Care Model in Liver Disease
Aya Haghamad, PharmD
Advisor, Pharmacy, Pathology Informatics, Northwell Health

Yachana Kataria, PhD
Medical Director of Clinical Chemistry, Boston University

Ruth A. Lininger, MD, MPH
Associate Professor, Department of Pathology, Wake Forest University School of Medicine

Discussion Q&A
Facilitator: Kathleen Swanson, MS, RPh
Faculty & Director, Clinical Lab 2.0 Demonstration Projects, Project Santa Fe Foundation

3:15 PM – 5:00 PM
Framing the Movement: Transformation from Reactive Confirmation to Proactive Prediction
Part 2: Tactical Strategies to Amplify the Movement

This panel discussion focuses on the future state of laboratory medicine, where Diagnostic Health Consultants (DHC) enable predictive diagnostics, longitudinal monitoring, and population health within the Clinical Lab 2.0 framework. Panelists will then ground this vision in today’s reality by sharing how Doctorate in Clinical Laboratory Science (DCLS) professionals are currently improving test utilization, clinician education, and diagnostic reliability. Audience engagement will help define the skillsets, training priorities, and workforce planning needed to close the gap between where laboratories are today and where they must go.

This interactive, think-tank–style session will explore the DCLS professional as a core operational leader within the Clinical Lab 2.0 ecosystem and an emerging DHC role. Building on work from the Clinical Lab 2.0 Education Committee and a forthcoming peer-reviewed manuscript, panelists will describe how DCLS professionals are currently translating laboratory data into clinical action through test utilization improvement, clinician education, consultative services, and system-level governance. The discussion will highlight how these roles complement pathologist clinical leadership and advanced analytics to reduce unwarranted variation and improve diagnostic reliability.

In the latter portion of the session, the discussion will expand to the broader Clinical Lab 2.0 vision, such as predictive diagnostics, longitudinal surveillance, risk stratification, and population health management. Panelists and audience members will collectively explore how laboratories can transition from a test-production model to a proactive diagnostic platform and what structural, educational, and cultural changes are required to make that shift sustainable.

People Matter! Training and Planning Necessary Skillsets of the Diagnostic Future State
Facilitator: Nancy Stratton, MBA
Chief Executive Officer, COLA

Hassan Aziz, PhD, FACSs, MLS(ASCP)
Dean and Professor, Texas A&M

Peter Hu, PhD, FACSc, FASAHP
Associate Dean Research & Strategic Initiatives/Professor, University of Texas MD Anderson Cancer Center

Ryan Mize, DCLS, MHA
Medical Director, Massachusetts General Hospital, Harvard Medical School

Kacy Peterson, DCLS, MBA, MLS (ASCP)CM, DLM (ASCP)
Laboratory Service Line Administrator, Avera McKennan Hospital & University Health Center

Eddie Salazar, PhD, MLS(ASCP)
Professor and Chair, Associate Dean Professional Development, The University of Texas Medical Branch

Yasmen Simonian, PhD, MLS(ASCP)CM, FACSc, FASAHP
Dean and Professor, Weber State University

Engineering Proactive Prediction - Looking for Anomalies and asking the Right Questions
Facilitator: Kathleen Swanson, MS, RPh
Faculty & Director, Clinical Lab 2.0 Demonstration Projects, Project Santa Fe Foundation

In this session, the audience will be introduced to how a large project such as developing Clinical Lab 2.0 care pathways can be broken down to actionable steps. Phases of the Impact Framework will be discussed. The use of AI technology used in the detection of operational anomalies in the laboratory will be applied to CL2.0 examples to create proactive prediction to drive improved care and financial outcomes.

Wilhelm Boshoff
Chair and Founder, LTS Global

Vincent A. Laufer, MD, PhD
Instructor of Informatics, Michigan Medicine, Chief Technical Officer, DMC

5:00 PM – 7:00 PM 
Evening Reception

Tuesday, March 3, 2026

7:00 AM – 8:00 AM
Breakfast

8:00 AM – 10:15 AM
Framing the Movement: Bridging of Lab 1.0 to Lab 2.0: Dual Transformation

Bridging of Lab 1.0 to Lab 2.0: Dual Transformation
Khosrow R. Shotorbani, MBA, MLS(ASCP)
President, and CEO, Project Santa Fe Foundation

The transition from Lab 1.0 to Lab 2.0 is not an upgrade. Instead, it is a fundamental shift from the business of testing to the business of data. Lab 2.0 has a different business model serving a different customer with a different value proposition.

Keynote Session: If You're Still Just Running Tests, You're Not Going to Like What Comes Next
Tarun Kapoor, MD, MBA
President and Founder, Digital Health Foundry

The laboratory isn't broken. It's underleveraged. Test volume. Automation. Analytics. Day in; day out. None of it transforms healthcare.

Key Takeaways of this session will include:

• Why the laboratory is at a strategic inflection point and what that demands of leadership.
• Distinguishing transformation from optimization: where the lab should lead versus where incremental improvement delivers greater value.
• The costly trap of applying new technology to old organizational models.
• Frameworks for aligning digital investment with patient outcomes, clinician trust, and system performance.

DIAGNOSTIC MEDICINE CONSORTIUM: The Bridge Between IVD and Pharma
Clinical Lab 2.0 Operationalized: A Visionary Framework
Facilitator: Bob McGonnagle
Publisher, CAP

The stakeholders that benefit from optimized use of health care data include:

• Providers and their Health Systems
• Payors (to include the public and private entities that carry the costs of healthcare)
• Industry (IVD and Imaging; Pharma), and
• Patients, who themselves are burdened with the costs of receiving health care

But healthcare data is siloed and sequestered, making realization of Patient benefit difficult, if not impossible. The Diagnostic Medicine Consortium (DMC) seeks to establish a patient consent infrastructure that democratizes healthcare data usage for all stakeholders, so as to achieve the ultimate goal of better both health and economic outcomes for Patients.

Ulysses G. J. Balis, MD, FCAP, FASCP
Associate Chief Medical Information Officer and Professor of Pathology, University of Michigan

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

Vincent A. Laufer, MD, PhD
Instructor of Informatics, Michigan Medicine, Chief Technical Officer, DMC

Myra Wilkerson, MD
Chair, Diagnostic Medicine Institute, Geisinger Health System

10:30 AM - 12:00 PM
Framing the Movement: Navigating Government Affairs Town Hall

Policy and Government Affairs Town Hall-Constructing the Roof for the Movement
Facilitator: William Morice II, MD, PhD
President and CEO, Mayo Clinical Laboratories

This interactive session with the audience will discuss current policy and reimbursement landscape and explore the changes needed to enable the future state of proactive laboratory diagnostics in healthcare. The aim will be to not only identify but codify the future state use cases and needs for both the laboratory testing itself and the data produced. The intent is to create a singular “advocacy playbook” that can be used by clinical laboratories, diagnostic manufacturers, patient groups, and other stakeholders in influencing policy decisions.

Jordan Chase
Senior Director, Global Health Economics & Outcomes Research, Cepheid / Danaher Diagnostics

Ralph Hall, JD
Professor of Practice, University of Minnesota (retired), Hall Strategies

Jennifer Houlihan, MSP
Vice President, Managed Health Strategy and Policy, Advocate Health

Rusty Ring
Vice President, Government Affairs, Roche Diagnostics Corporation

Tristen Tellman, PhD
Manager, Rubrum Advising

Discussion Q&A

12:00 PM - 1:00 PM
Lunch

1:00 PM - 2:00 PM
Framing the Movement: Following the Money - Alternative Payment

It's (Still) About the Money - Business Models for the Age of Value Based Care
Facilitator: Lena Chaihorsky
Senior Vice President, Payor Innovation, Alva10 Inc.

Jennifer Houlihan, MSP
Vice President, Managed Health Strategy and Policy, Advocate Health

Sanjeeb Khatua, MD
Chief Physician Executive, Endeavor Health

Pranjal Shah, MD, MBA
Vice President, Senior Medical Director, Advocate Good Samaritan

Richard VanNess, MS
Alternative Payment Specialist and Co-Founder, Wuscott

2:00 PM - 2:15 PM
Call for Action: The Baton Is Passed — Now We Run

Transforming Diagnostics from Reactive Confirmation to Proactive Prediction through Collaboration

Octavia M. Peck Palmer, PhD
Vice Chair of Population Health & Organizational Culture, Associate Professor of
Pathology, University of Pittsburgh School of Medicine

Nancy Stratton, MBA
Chief Executive Officer, COLA