2021 Fall Conference Artwork

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General Information
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Schedule of Events


Fall Conference Speakers

Aaron D. CohenAaron D. Cohen, JD, MPhil
Principal, Healthcare Consulting and Health Care Practice Co-Leader

Weighing the Pros and Cons of Alternative Value-based Care Partnership Vehicles
Thursday, October 7th | 3:00 PM - 4:00 PM

Aaron Cohen, co-leader of Citrin Cooperman’s Health Care Practice, provides advisory services to health care organizations throughout the continuum of care. Aaron works with health care organizations considering and involved in fundamental operational and financial transformations resulting from changes in regulations, financing, or strategic opportunities. He regularly works with hospitals and health systems, physician practices, ambulatory care businesses, hospice and home health care organizations, and investor and management groups in the health care services space.



Sarah HughesSarah Hughes
Manager, Health Care Advisory Practice, Citrin Cooperman & Company, LLP

Weighing the Pros and Cons of Alternative Value-based Care Partnership Vehicles
Thursday, October 7th | 3:00 PM - 4:00 PM

Sarah Hughes is a Manager in the Health Care Advisory Practice at Citrin Cooperman & Company, LLP. Sarah has 6 years of health care industry experience and has worked with clients across the healthcare ecosystem, including large health systems, integrated delivery networks, physician practices, and ambulatory care partners. In her current role as Manager, she has served a variety of organizations across the country in evolving their healthcare strategy, driving their transformation growth plans, and developing strategic partnership structures.



Doral Davis-JacobsenDoral Jacobsen, MBA, FACMPE
Partner, Prosper Beyond LLC

Weighing the Pros and Cons of Alternative Value-based Care Partnership Vehicles
Thursday, October 7th | 3:00 PM - 4:00 PM

Doral Davis-Jacobsen, MBA, FACMPE, is a Partner at Prosper Beyond LLC, a specialized healthcare consulting firm nestled in beautiful Asheville, North Carolina. Doral is a seasoned healthcare consultant with over 20 years of experience serving healthcare providers ranging from solo practitioners to large academic medical centers. She is a popular speaker and author, always looking around the corner to help her clients prepare for “what’s next.” Doral is known for assisting practices with next generation managed care contract negotiations, payment reform and revenue cycle. She is a Fellow in the American College of Medical Practice Executives. Doral serves as the Chair for the North Carolina MGMA Payer Contracting Committee 2019. Doral has written numerous articles on medical practice revenue cycle, managed care contracting and payment reform and is a frequent speaker at national, regional and local healthcare forums. Doral is a co-author of MGMA’s book, Transitioning to Alternative Payment Models: A Guide to Next Generation Managed Care Contracting, published in October 2016.



Mary KelleyMary C. Kelly, Ph.D.
Commander, U.S. Navy (ret) 
CEO, Productive Leaders
Welcome General Session
Thursday, October 7th | 8:00 AM - 9:30 AM
General Session
Thursday, October 7th | 10:30 AM - 11:30 AM

Mary specializes in leadership growth that helps organizations improve their profitability and productivity, especially in finance, insurance, real estate, and manufacturing. One of the first female graduates of the Naval Academy, Mary served 25 years on active duty, mostly in Asia, leading multi-cultural teams in nine countries. Her remarkable career of service included working as an intelligence officer, a chief of police, an HR director, and a chief of staff, as well as training more than 40,000 military personnel.



Tracey Martin PhotoTracey Martin
Partner, Bernard Robinson & Company

Maintaining a Profitable Practice
Thursday, October 7th | 3:00 PM - 4:00 PM

Tracey is a CPA and partner in the Wilmington office of BRC. She applies her knowledge and practical ideas to meet client needs from both a business and tax perspective. Tracey works primarily with medical practices, professional service groups and high net worth individuals. She also leads BRC’s client accounting service line, focusing on providing outsourced accounting and CFO advisory services to clients. With over 30 years of experience, Tracey enjoys working with healthcare clients to address the ongoing challenges they face – delivery system consolidation, increased transparency, increased regulatory requirements and physician transition.



Rich Schlentz PhotoRich Schlentz
Founder, EXTRAordinary! Inc.

General Session: Lead Thyself
Thursday, October 7th | 10:30 AM - 11:30 AM
General Session & NCMGMA Annual Business Meeting: Coach for Performance
Thursday, October 7th | 1:00 pm - 2:30 pm

Rich is the founder of EXTRAordinary! Inc., a movement dedicated to reviving your work. In his partnerships with companies, teams and individuals, Rich provides the tools to create breakthrough performance. With an emphasis on relationship principles, he helps organizations develop strategies to increase employee engagement, commitment and productivity. His area of expertise is guiding leaders to create and foster engaging cultures resulting in improved loyalty, creativity, innovation, and profitability.



David Sousa PhotoDavid Sousa
Chief Legal Officer, Curi

Regulatory and Legal Updates
Friday, October 8th | 10:15 AM - 11:00 AM

David Sousa is the Chief Legal Officer for Curi. Now in his twenty-fifth year at Curi, he has overseen the Claims, Risk Management, Information Technology, Communications, Regulatory and Corporate Affairs, and Human Resources functions. Prior to joining Curi he practiced law in Raleigh for fifteen years, representing physicians in the defense of malpractice claims throughout North Carolina, and also handling professional negligence, product liability and general liability for companies such as General Motors and Firestone.


Keep checking back as new speakers are continually being confirmed!