presenting our speakers

Soheil Saadat, PhD

Founder and Chief Executive Officer of GenieMD
Soheil Saadat, Founder and Chief Executive Officer of GenieMD, is responsible for charting the company’s global course. GenieMD is a digital health company offering a comprehensive telemedicine platform used by many hospitals, clinics, and practices. GenieMD also offers a Direct to Consumer solution with hundreds of providers serving all 50 states in the US. Prior to GenieMD, he founded Prodiance Corporation, a global leader in enterprise risk management solutions. Prodiance was acquired by Microsoft Corporation. Before Prodiance, he was the founder and CEO of Scientific Software, Inc., (SSI). Under his direction, SSI became a world leader in the chromatography and scientific data management markets, with its products deployed in the top pharmaceutical and biotechnology companies. SSI was acquired by Agilent Technologies. He was also a co-founder of Microsensor Technology (MTI), building complex analytical instruments using silicon micro-machining technologies. MTI was acquired by Hewlett-Packard. He holds a Ph.D. in Electrical Engineering from Stanford University. 

Peter Bechtel

President of CareONE Concierge
Peter Bechtel is President of CareONE Concierge, a company that uses innovative technology solutions to help providers meet quality measures without disrupting the practice’s workflow. CareONE Concierge offers a range of products that include “Clinical Triggers,” HCC Risk Adjustment, Chronic Care Management, Population Health Management, Gap Analysis, Patient Engagement systems, Remote Patient Management and Medication Therapy Management components. The company’s newest product, “THEO,” allows patients to self-administer the health risk assessment thereby helping practices achieve 85% or more completion rates of the wellness visits each year. CareONE Concierge is now the leader in Annual Wellness Visit fulfillment programs nationwide.

Mathew J. Levy, Esq.

Director, Weiss Zarett Brofman Sonnenklar & Levy, P.C.
Mathew J. Levy is a Shareholder/Director of Weiss Zarett Brofman Sonnenklar & Levy, P.C. and co-chair of the firm’s corporate transaction and healthcare regulatory practice. Mr. Levy has extensive experience in defending healthcare professionals in actions brought by State licensing authorities and Federal agencies. Mr. Levy has successfully defended numerous healthcare providers in actions involving the US Attorney’s Office investigations, Medicare Fraud Waste and Abuse investigations, Medicaid Fraud Control Unit investigations, OPMC, OPD, Medicare, Medicaid as well as commercial insurance audits. Mr. Levy has successfully structured and negotiated joint venture agreements, private equity transactions, venture capital transactions, stock purchase agreements, asset sale agreements, shareholders agreements, partnership agreements, employment contracts, managed care agreements, and commercial leases.


Managing Director, VMG Health
Pam D’Apuzzo is a Managing Director at VMG Health, leading the Coding, Compliance and Operational Excellence Management service line. She is a recognized leader and industry expert in the area of coding and compliance. Pam’s 30-plus years of healthcare consulting experience spans academic medical centers, community hospitals, faculty practice plans and large private practices. A trusted adviser to New York’s leading healthcare institutions, she conducts educational and training seminars and provides comprehensive compliance programs. Pam also has a successful record of practice management services including operational and billing review, practice assessment, practice start-up assistance and EMR implementation.

Zack Caplan

Director of Provider Network & Strategy at Stellar Health
Zack Caplan is Director of Provider Network & Strategy at Stellar Health. Zack focuses on helping healthcare providers, technology, and services companies scale. He brings significant experience developing value-based care strategies and advising growth through mergers and acquisitions from his previous role in Deloitte Consulting's Healthcare Strategy & Operations practice. Zack also has previously served as an adviser at Boston Children's Hospital's Innovation and Digital Health Accelerator and in PwC's Healthcare Advisory practice.

Susan Montana, AAPC, CPC, CPMA, CHTS-Trainer

Owner, Habanero, Inc.
Susan Montana, AAPC, Certified Professional Coder and Certified Professional Medical Auditor, CHTS-Trainer, is the founder and President of Habanero, Inc., a healthcare reimbursement consulting firm working with medical providers to compliantly maximize their healthcare revenue. Susan has over 30 years of experience in the healthcare finance industry, knows how complex the documentation, coding and billing of healthcare services has become, and assists medical providers in keeping abreast of this ever-changing arena. Susan supplies medical providers and their staff with customized education and training sessions, supports internal and external audit and review activities, and analyzes operational practices and revenue stream to ensure they are optimally aligned. Susan earned a Bachelors in Business Administration from The College of Insurance, is a Certified Outpatient Coder (COC) and a Certified Professional Medical Auditor (CPMA) with the AAPC, and is a HITPro Certified Healthcare Technology Specialist – Trainer (CHTS-TR).

Anthony Vuozzo, MPA

Director of Implementation and Credentialing at E Central Medical Management
Anthony Vuozzo, MPA, is Director of Implementation and Credentialing at E Central Medical Management, a full-service billing, credentialing and medical management firm in New Hyde Park, New York. Anthony is a healthcare veteran, having served in a variety of administrative roles at major medical centers throughout the New York metropolitan region, including Nassau University Medical Center, Maimonides Medical Center, St. John’s Episcopal Hospital, and Long Island Jewish Hospital. At E Central, he assists clients with credentialing and educates practices on financial and revenue enhancement strategies including initiatives launched under the CARES Act.

Prabhleen Virk, CPA

Director, Citrin Cooperman Accountants and Advisors
Prabhleen Virk is a director of Citrin Cooperman's White Plains office and a member of the firm's health care and financial services industry practices. As a director with more than 10 years of experience working with health care and financial services organizations, he provides a variety of services including accounting, auditing and strategic consulting. He presents a strong combination of technical and advisory skills to help his clients navigate compliance challenges and improve profitability. Prabhleen has extensive experience working with physician practices as well as outpatient/ambulatory facilities. He is a certified public accountant in New York State, and is a member of the Association for Corporate Growth and NYC Health Business Leaders as well as the Connecticut Hedge Fund Association.

Kate Broderick, MBA, MSIS

Manager, Healthcare Advisory, Citrin Cooperman Accountants and Advisors
Kate Broderick, MBA, MSIS, is Manager of Healthcare Advisory at Citrin Cooperman Accountants and Advisors. Having joined the firm in 2019, she works closely with the healthcare practice leadership to develop financial and strategic analysis and recommendations. Kate's expertise includes financial, operational and strategic analysis for provider group transactions; strategic planning; data analytics; digital medicine and innovation and competitive market analysis. Since the beginning of the Covid-19 pandemic, Kate has been dedicated to ensuring Citrin's healthcare practice is up-to-date on the evolving landscape of Covid-related funding and legislation. She collaborates with internal and external subject matter experts to keep Citrin's clients apprised on key programs. Prior to joining the firm, Kate was responsible for designing the go-to-market plan for a new scheduling product from athenahealth. She also completed an Operations fEllowship at Ochsner Health System.

Heather Spillman, MS

Principal, Healthcare Advisory, Citrin Cooperman Accountants and Advisors
Heather Spillman, MS, is Principal, Healthcare Advisory at Citrin Cooperman Accountants and Advisory. She works with various clients in the healthcare industry, including payers, providers and employer clients across strategy, clinical and technical teams. Heather works with these clients to create and execute strategic programs and initiatives to drive sustainable change throughout their organizations. Heather has experience providing healthcare clients with various services including strategic planning, population health strategy, care management strategy, analytics strategy, and M & A strategy. She has worked with clients to help them develop short- and long-term organizational strategies, including network development, service line development and physicians alignment.

Elizabeth Gousse Ballotte

Principal, Grassi Healthcare Advisors
Elizabeth Gousse Ballotte is a principal within Grassi Healthcare Advisors. She has more than 15 years of operational and organizational consulting and management experience and specializes in developing and performing grant compliance reviews, new business initiatives, internal control reviews and M & A implementations. She has experience in federal grant compliance, benefits analysis, financial analysis and research. Her engagements have required her to perform internal control reviews, operational assessments and grant compliance monitoring on a national scale. Liz has specifically been involved with engagements that review the processes and controls in the areas of organization and operational reviews, grant monitoring and administration, due diligence reviews, cash management, payroll and time reporting, accounts payable and financial reporting. Liz has worked with skilled nursing facilities, helping them to manage state funded performance improvement initiatives. She has also assisted physician practices with development of patient experience strategies.

Sarah Hughes, MBA, MSHA

Manager, Health Care Advisory Practice, Citrin Cooperman & Company, LLP
Sarah has served a variety of organizations across the country in evolving their healthcare perspectives and functions. Sarah's areas of expertise include strategic planning and facilitation, partnership development, transaction advisory, population health planning and execution, and project management. Her work has included supporting a major health system in the strategic and financial assessment of merger & acquisition opportunities and partnership models to more closely align physicians in the market and build strategic partnerships. She has also developed strategic program infrastructure and process for a large safety net hospital to define the vision and direction of the organization, develop the annual strategic plan, and manage plan implementation.

Aaron Cohen, JD, MPHIL

Principal, Co-Practice Leader, Citrin Cooperman Accountants and Advisors
Aaron Cohen is co-leader of Citrin Cooperman's Healthcare Practice. In this role he provides advisory services to healthcare organizations throughout the continuum of care. Aaron works with healthcare organizations considering and involved in fundamental operational and financial transformations resulting from changes in regulations, financing or strategic opportunities. He has worked with acute-care hospitals, specialty hospitals, physician practices, hospices, skilled nursing facilities, residential treatment centers, rehabilitation facilities, imaging centers, ambulatory surgery centers and home health agencies.

Jack O'Brien

Content Team Lead and Finance Editor at HealthLeaders Magazine
Jack O'Brien is the Content Team Lead and Finance Editor at HealthLeaders Magazine, based out of New York City. Jack authors the weekly HealthLeaders Finance eNewsletter and hosts the monthly HealthLeaders Finance Podcast. He covers healthcare policy, physician practices, and more. In addition to his work at HealthLeaders, Jack has been published in The Washington Examiner, The Altamont Enterprise and Albany County Post, New Hampshire Journal, The Williston Times, Red Alert Politics, The Legislative Gazette, The New Paltz Oracle, and The Little Rebellion. Jack is originally from Queensbury, New York, and graduated from the State University of New York at New Paltz.

Steven G. Taibbi

Author, "Grateful Guilt: Living in the Shadow of My Heart"
Steven G. Taibbi had surgery for the first time on his first day of life. Since that day in April 1953, he has had many more operations including two heart transplants. A prolific writer, he finally published his memoir in 2019. Before writing his book, Steven spent more than 25 years, as a Producer/Director and Director of Photography for his own television production company. He was also a contributing editor at Videography Magazine. He went on to be the vice-president of Transplant Speakers, International, an organization dedicated to improving the quality of life for transplant candidates, recipients, their families, and the families of organ and tissue donors.
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Copyright © 2021 Prescrxptivecommunications.com. All rights reserved.
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