CFO and COO Networks Meeting: Navigating Uncertainty - Making Bold Moves & Leading with Clarity

Austin, TX US
April 30, 2026 to May 1, 2026
Join an exclusive community of CFOs and COOs for a highly interactive, in-person meeting featuring peer-led case studies, candid roundtable discussions, and expert perspectives. Participants will explore how leading health systems are navigating uncertainty while unlocking capacity, expanding access, and optimizing service line portfolios without overextending capital or compromising quality. The agenda also delivers timely insights on emerging AI-enabled operating models, federal policy developments and industry trends shaping financial and operational strategy.
Participants will leave with actionable frameworks, clear decision pathways, proven approaches, and peer-tested insights they can apply immediately—along with stronger peer relationships and a clearer line of sight between strategy, operational execution, culture, and improved results. This meeting is designed for senior leaders making consequential financial and operational decisions amid sustained margin pressure, workforce constraints, and accelerating change.
 
 
Instructional Delivery Method
Group Live
 
Field of Study
Business Mgmt. & Org
 
Prerequisites
None
 
Advanced Preparation
None
 
Program Level
Overview

Target Audience

  • Finance/Accounting Professionals

Learning Objectives

At the conclusion of this activity, participants will:  
  • Accelerate capacity, access, and throughput performance
    Identify high-impact levers to unlock capacity, improve access, and enhance workforce effectiveness by leveraging AI-enabled tools used by top-performing health systems to improve patient flow, without unnecessary capital expansion.
  • Make sharper, data-driven service line portfolio decisions
    Apply a disciplined, multi-dimensional framework to assess service line performance, prioritize investments, evaluate partnership opportunities, and rationalize assets amid evolving demand, reimbursement, and regulatory pressures.
  • Translate strategy into executable action through peer dialogue
    Pressure-test approaches through case studies, live polling, and CFO/COO roundtables that surface real-world tradeoffs, lessons learned, and implementation insights from similarly complex organizations.
  • Anticipate external forces shaping near- and mid-term decisions
    Understand the financial and operational implications of emerging federal policy, regulatory developments, and industry trends, and how peers are adapting their strategies in a rapidly changing environment.
  • Elevate leadership impact: Recognize culture as a vital strategic asset – one that accelerates change, builds trust, and improves performance in times of uncertainty.
Course summary
Available credit: 
  • 10.00 General CE - Attendance
  • 10.00 NASBA
Course opens: 
04/30/2026
Course expires: 
06/29/2026
Event starts: 
04/30/2026 - 11:00am CDT
Event ends: 
05/01/2026 - 11:00am CDT
Add to calendar: 

Horizontal Tabs

April 30th
Large System CFO
Vizient, Inc.
11:00am - 12:00pm
Welcome & Introductions
Bob Flannery (CFO Steering Committee Co-Chair) Senior Vice President, Chief Financial Officer UW Health, Rob Wiehe (COO Advisory Committee Co-Chair) Senior Vice President, Chief Operating Officer UC Health , Michael D. Busch, FACHE SVP, Member Networks Vizient, Inc.
12:00pm - 12:30pm
Champion’s Creed Keynote
Ben Utecht NFL Super Bowl Champion & Chief Culture Officer
12:30pm - 01:30pm
Emerging Best Practices to Optimize Capacity and Access
Tom Stoffel Senior Vice President, Consulting Kaufman Hall, a Vizient Company , Jennifer A. O’Neill DNP, APN, NEA-BC Chief Operating Officer, CBMC SVP, Clinical Operations, RWJBH Northern Region
01:45pm - 02:45pm
Panel Discussion & Roundtable: Optimizing Capacity & Access
Tom Stoffel Senior Vice President, Consulting Kaufman Hall, a Vizient Company
02:45pm - 03:30pm
Rethinking Margin Control: Governing Non-Labor Spend
Bill Selles SVP and General Manager, Spend Management Services Vizient, Inc.
03:45pm - 04:30pm
State of the Healthcare Industry 2026
Kristin Oberfeld Principal, Enterprise Insights Vizient, Inc.
04:30pm - 05:15pm
Concluding Comments and Adjourn
Bob Flannery (CFO Steering Committee Co-Chair) Senior Vice President, Chief Financial Officer UW Health
05:15pm - 06:00pm
May 1st
Next Level Results: Service Line Portfolio Optimization
Matthew Bates Managing Director Kaufman Hall, a Vizient Company, Jordan Cloch Senior Vice President Kaufman Hall, a Vizient Company , Rebecca Napier Vice President, Finance and Administration University of New Mexico Health Sciences Center
08:15am - 09:15am
Roundtable Discussion: Service Line Portfolio Optimization
Matthew Bates Managing Director Kaufman Hall, a Vizient Company, Jordan Cloch Senior Vice President Kaufman Hall, a Vizient Company
09:15am - 10:15am
Washington Update & Roundtable Discussion
Jenna Stern VP, Regulatory Affairs & Public Policy Vizient, Inc.
10:30am - 11:30am
Concluding Comments & Observations
Bryan Croft (COO Committee Co-Chair)
11:30am - 12:00pm
W Austin
200 Lavaca St.
Austin, TX 78701
United States

FACULTY & PLANNERS

Faculty

Michael D. Busch, FACHE
Senior Vice President, Member Networks and Operations
Vizient, Inc.

Ben Utecht
Chief Culture Officer
NFL Super Bowl Champion
True North Private Equity

Tom Stoffel, LSSBB
Senior Vice President, Consulting
Kaufman Hall, a Vizient Company

Jennifer A. O'Neill, DNP, APN, NEA-BC
Chief Operating Officer, CBMC
SVP, Clinical Operations, RWJBH
Northern Region

Kristin Oberfeld
Principal, Enterprise Insights
Vizient, Inc.

Matthew Bates, MPH
Managing Director, Service Line Leader, Physician Enterprise
Kaufman Hall, a Vizient Company

Jordan Cloch, CPA
Senior Vice President
Kaufman Hall, a Vizient Company

Rebecca Napier, MBA
VP, Finance and Administration
University of New Mexico Health Sciences Center

Jenna Stern, JD
Associate Vice President, Regulatory Affairs and Public Policy
Vizient, Inc.

Bill Selles, MBA
Senior Vice President and General Manager, Spend Management Services
Vizient, Inc.

 

Planners

Michael D. Busch, FACHE
Senior Vice President, Member Networks and Operations
Vizient, Inc.

Jordan Peck, PhD, LSSBB, FACHE
Associate Vice President, Member Networks 
Vizient, Inc.

Kellie Martino, MPH
Senior Director, Member Networks
Chief Financial Officers, Payer Strategies 
Vizient, Inc.

Danielle Romero, MHA
Senior Networks Manager
Vizient, Inc.

Samantha Gordon, MS 
CE Programs Manager              
Vizient, Inc.

Marilu Kelly, MSN, RN, NPD-BC, CHCP
Director, Continuing Education       
Vizient, Inc.
 

Disclaimers

The education provided through this activity is for continuing education purposes only. The views and opinions expressed in this activity are those of the faculty/presenters and do not necessarily reflect the views of Vizient, Inc.

REFUND POLICY

This course does not require a fee; therefore, there are no refunds given.  

RECORD RETENTION POLICY

The CPE participants records are to be submitted by the course administrator and retained by the Continuing Education team for a five-year period 

PROGRAM CANCELATION POLICY

If a course must be cancelled and/or postponed for any reason, this will be communicated to all participants via email and posted online if the course is listed on the website as soon as cancelation identified.  

COURSE UPDATE POLICY

All repeated course material (such as training sessions) must be reviewed annually by a qualified subject expert. For material presented on a one-time or limited basis, a final review should take place before the initial presentation date.   

COMPLAINTS RESOLUTION

For more information regarding administrative policies such as complaints, please contact [email protected].  

NASBA Sponsor Statement

NASBA Sponsor Registry #104272. Vizient Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
 
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.
 
CPE Credit
 
Participants will earn 10.00 CPE credits.
 

Other Healthcare Professionals (General CE Credit)

Vizient, Inc. will award all other healthcare professionals who successfully complete the activity a Certificate of Participation. Various state license boards and credentialing bodies accept certificates of participation from accredited CE activities to meet CE requirements for license renewals and re-certification. It is the responsibility of the participant to contact their state licensing board and/or certifying body for verification on credit eligibility reciprocity.

Available Credit

  • 10.00 General CE - Attendance
  • 10.00 NASBA
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Required Hardware/software

 

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