Asbel Montes and Brian Miller, MD bring two distinct vantage points — payment policy and physician advocacy — to a frank conversation about where American healthcare is headed and what physician-led organizations need to do now to shape it.
Featured Speaker
Monday · September 21
Clinical & Operations
The Operating Room and the Boardroom · Physician-Led Care
7:30 – 8:00 a.m.
Breakfast
Breakfast Bonus | Physician-Vendor Financial Relationships & Conflicts of Interest
Everett Bonner, MD · Heath Veuleman · Lucas Myers, DO · Derrick Idbeis (Introduction)
8:30 – 9:00 a.m.
To JV or Not to JV?
Daniel Brazell · Tanner Croley · Daniel Tasset · Derrick Idbeis (Introduction)
9:00 – 10:15 a.m.
Captives, Benefits and Balance Sheet Strategy: Building a Stronger Independent Practice
Jamie McAtee, MD · Paul Slosar, MD · Dutch Rojas
Session Spotlight
Paul Slosar, MD | The Resurgence of Independent Practice: Leadership, Capital and New Opportunities
Why independent practice is re-emerging and how physician leadership and capital structures create new options.
Jamie McAtee, MD | Empowering Your Practice: The MedMerge Story in Real Terms
A practical physician story of building MedMerge and what this model looks like in real practice operations.
Dutch Rojas | Captives and More: How Balance Sheet Strategy Strengthens Independent Practice
An accessible overview of captives, health benefits and related balance sheet strategies, with examples of how pooling smaller practices creates leverage.
Buses provided · Rotating departures from Meritage Resort
Monday Afternoon Excursion
A Visit to Ashes & Diamonds
Monday · 3:00 – 5:00 p.m.
A private tasting at one of Napa’s most distinctive wineries — known for its mid-century modern architecture and classically restrained wines. A fitting close to a day spent on the business of physician leadership.
Tuesday · September 22
AI & Clinical Innovations Workshop
The Future of Physician-Led Medicine
7:30 – 8:00 a.m.
Breakfast
8:00 – 8:45 a.m.
Choosing the Right AI Partner and Beyond in a New Clinical Era
Jill Gunn · Patrick McCoole · Jerry Dawkins, PhD · Chris Sheeron (Introduction)
8:45 – 9:15 a.m.
What’s on Amber’s Mind?
Amber Walsh, JD · Stacie Monroe (Introduction)
9:15 – 9:45 a.m.
AI Implications for the Clinic & Beyond
Chiraag Kulkarni, MD · Anthony DiGiorgio, DO · Devin Jenkins (Introduction)
9:45 – 10:15 a.m.
Exhibitor Break
10:15 – 11:00 a.m.
The AI-Enabled Physician | A Vision for the Next Decade
J. Michael DiMaio, MD · Noah Kaufman, MD · Mark Valentine (Introduction)
11:00 – 11:30 a.m.
From ESOP to IPO | Navigating Stark Law’s Whole Hospital Exception
Amber Walsh, JD · Stacie Monroe (Introduction)
11:30 – 12:30 p.m.
Uncork | The Final Pour
Gregory Brevetti, MD · Carlos Cardenas, MD, and Joe Alhadeff, MD (Introduction)
PHA meetings are different by design. Beyond the policy sessions and strategy discussions, we’ve curated three signature gatherings to connect, unwind, and celebrate the work ahead.
