EXECUTIVE & FINANCIAL LEADERSHIP

Make bold financial decisions with confidence

Decode balance sheets, capital allocation models, and margin conversations so you can advocate — and decide — with credibility alongside the CFO.

•  Reading and interrogating financial statements

•  Building and defending a clinical business case

•  Capital planning and ROI for clinical programs

•  Margin, value, and cost — thinking like a CFO

STRATEGIC MINDSET

Elevate your perspective from operations to enterprise

Develop the frameworks and executive presence to drive system-wide strategy, align clinical priorities with organizational goals, and lead through ambiguity.

•  Strategic planning tools for physician executives

•  Aligning clinical quality to enterprise strategy

•  Portfolio thinking and service line prioritization

•  Influencing without authority across the C-suite

AI IN PRACTICE

Lead AI as a business executive, not just a clinical one

Gain the literacy to oversee your CMIO, engage AI vendors as a peer, and use AI as an active tool in your own strategic and financial decision-making.

•  Speaking the language of AI — what CMOs must know

•  Supervising and partnering with your CMIO

•  Using AI for strategic planning and scenario modeling

•  AI-driven financial analysis and business intelligence

•  Governance, accountability, and the CMO's oversight role

WORKSHOP CHAIR · Naakesh Dewan MD, CPE

Sports & Performance Psychiatrist | Physician Executive

A Certified Physician Executive whose career has spanned academic medicine, large healthcare delivery systems, and insurance organizations, our chair brings a uniquely integrative lens to executive development. Drawing on decades of work with C-suite leaders and world-class athletes, he applies the science of human performance — mental resilience, decision-making under pressure, and peak executive functioning — to the realities of physician leadership. His sessions connect the inner game of leadership to its outward impact, giving participants tools that extend far beyond the two days they spend together.

Academic Medicine · Healthcare Delivery Systems · Insurance & Payer Leadership · Sports & Performance Psychiatry · Executive Coaching

John Gantner

Former Health System CEO & CFO

Brings dual executive perspective on financial governance, capital strategy, and how the C-suite evaluates clinical leadership decisions.

Edward Rafalski

Chief Strategy Officer

Expert in health system transformation, portfolio strategy, and building the executive coalitions that move strategy from vision to execution.

Pooja Vyas DO, CPE, MBA

Physician Executive with AI Expertise

A physician executive who has led real-world AI deployments and CMIO partnerships — bridging clinical judgment, informatics oversight, and enterprise AI strategy.

1

Analyze — Level 4    Financial Leadership

Analyze health system financial performance data — including operating margins, capital allocation decisions, and cost structures — to identify key drivers of financial risk and opportunity and articulate their implications for clinical strategy.

Developed through financial case scenarios where participants dissect real health system situations and practice the reasoning a CFO and board expect from their CMO.

2

Evaluate — Level 5    Strategic Mindset

Evaluate competing organizational priorities and stakeholder positions to determine where clinical leadership can most effectively drive enterprise value — and where trade-offs must be made, defended, and communicated across the C-suite.

Explored through strategic scenario exercises that simulate the ambiguity and political complexity CMOs navigate in real board and leadership team settings.

3

Evaluate — Level 5    AI in Practice

Appraise AI initiatives, CMIO proposals, and vendor recommendations using an executive oversight lens — judging clinical validity, organizational readiness, and strategic fit while maintaining appropriate accountability for AI governance as the senior clinical executive.

Built through case-based scenarios that put participants in the chair of a CMO being briefed by a CMIO — practicing the questions, the pushback, and the decisions that role demands.

4

Analyze — Level 4    AI in Practice · Financial Leadership

Examine how AI tools can be applied to strategic planning, financial modeling, and scenario analysis — distinguishing where AI accelerates and sharpens executive decision-making from where human judgment, context, and accountability must lead.

Grounds the theoretical in the practical: participants work directly with AI tools during sessions, stress-testing outputs against their own organizational knowledge.

5

Create — Level 6    All Pillars

Construct a personalized 90-day execution plan — using AI as a drafting and synthesis tool and peer cohort feedback to stress-test assumptions, anticipate organizational barriers, and refine priorities into actions that are realistic within their own leadership context.

The capstone synthesis of the program. Participants leave with a working plan they built — not a template — shaped by what they learned, what their AI tool surfaced, and what their peers challenged.

BUILT IN CAPSTONE EXPERIENCE · FINAL SESSION BLOCK

From insight to execution: the 90-day plan

In the final hours of the accelerator, participants shift from learning to doing. Using their own AI tool, they input key insights from the program alongside the realities of their organization to generate a draft 90-day plan. That draft then becomes the focus of structured peer dialogue.

1. Use AI to synthesize program learning and organizational context into a draft execution plan

2. Present the draft to a small peer group for structured critique and challenge

3. Identify real-world blockers — political, cultural, financial — the AI couldn't anticipate

4. Revise and sharpen the plan based on peer insight before leaving the room

✓ A sharper financial lens for capital and budget decisions

✓ Confidence supervising and directing your CMIO

✓ Frameworks for enterprise-wide strategic thinking

✓ Practical AI tools for planning and financial analysis

✓ Performance mindset tools drawn from elite athletics

✓ Concrete action plan for your first 90 days back