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In-House Counsel Program

Schedule

This uniquely targeted program creates an environment conducive to collecting new insights and valuable takeaways. Exchange ideas, strategies, and solutions with generous industry peers who understand the difficult management, legal, compliance, and operational challenges facing your team and the organization you serve.
 

Saturday, June 22, 2024

2:00-6:00 pm

Registration and Check-In
Register Early! Come to the AHLA Registration area to print out your badge.

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Sunday, June 23, 2024

7:00 am-5:30 pm

Registration and Check-In
Come to the AHLA Registration area to print out your badge.

 
7:00-8:30 am

Continental Breakfast, sponsored by HealthCare Appraisers, Inc.
This event is included in the conference registration fee. Attendees, speakers, and registered guests are welcome.

 
8:00-9:30 am General Session

8:00-8:15 am 
Welcome and Introductions 

Greg Matis, Planning Committee Chair, SVP/Chief Legal Officer, Intermountain Healthcare, Salt Lake City, UT 


8:15-9:30 am
1. What's Next in Health Care?

Melinda Hatton, Former Vice President & General Counsel, American Hospital Association, Washington, DC
Anne Phelps, US Health Care Regulatory Leader, Deloitte & Touche LLP, Washington, DC

More Information

  • Highlights of the most pressing issues likely to face internal healthcare counsel, such as:
    • Some likely impacts of generative AI, digital transformation and increasing activity surrounding privacy concerns
    • Government and private efforts to track and manage consolidation and convergence
    • The impacts of growing consumer empowerment and wide-spread affordability concerns
  • What current or looming issues are most likely to consume the bulk of your time and attention in 2023-24?
 
9:45-10:45 am Concurrent Sessions

2. Supporting and Educating the Board and Dealing with Difficult Governance Challenges (not repeated)
Cynthia Wisner, Associate Counsel, Trinity Health, Livonia, MI
Lisa Diehl Vandecaveye, Executive Vice President, Chief Legal Officer, and Board Secretary, The Joint Commission, Chicago, IL

More Information

  • Tips for successful legal relationships with governance
    • Board dynamics and personalities
    • Use of AI in the board room
    • What role(s) is(are) Inhouse Counsel playing
  • Compliance discussion scenarios
    • Conflicts of interest
    • Too many hotline calls
  • Practical advice scenarios
    • AI and take a stand discussion scenario
    • Multiple boards discussion scenario
  • Take-aways and references

3. Best Practices for Working with Outside Counsel and Consultants (not repeated)
Emily Little, Senior Counsel, University of Missouri System, Columbia, MO  
Jenelle Beavers, Managing Director, Alvarez & Marsal, Washington DC

More Information

  • How do I know when I need outside counsel or a consultant?
  • Terms of written agreements
  • Confidentiality
  • Document sharing and retention
  • Communication and decision making
  • Termination/conclusion of agreement
  • What are your key issues and what challenges have you been facing?

4. Health System and Health Plan: Compliance and Legal Collaboration in Real Life
Nima Davis, Executive Vice President and Chief Compliance Officer, Commonspirit, Chicago, IL
Michelle B. Frazier, Senior Vice President & Chief Compliance Officer, Advocate Aurora Health, Shorewood, WI
Nike Otuyelu, Chief Compliance Officer, Henry Ford Health Plan, Detroit, MI

More Information

‘It is amazing what you can accomplish if you do not care who gets the credit.’ Harry S Truman
Although the US Department of Justice (DOJ) and Office of the Inspector General (OIG) emphasize that compliance should be separate and independent of legal counsel, a positive working relationship and synergy between these functions is essential. This session will discuss:

  • How can both teams define their roles and responsibilities to align efforts to support corporate objectives without duplication or a high level of overlap? Including practical advice for when the compliance officer reports to legal counsel
  • Understanding that risk tolerance can differ depending on the regulatory or financial environment, who gets to decide when compliance and legal have different risk tolerances?
  • Tips for putting up a united front to prevent contradictory guidance to the organization and eliminate forum shopping
  • Scenarios that may warrant inviting one another into each other’s work. How to navigate when the Attorney-Client Privilege may become an obstacle?
  • Ideas on how to collaborate on investigations and corrective actions
 
11:00 am-12:00 pm Concurrent Sessions

5. How to Add Value as In-House Counsel in Dispute Resolution: Practical Advice from Arbitrators with In-House Experience (not repeated)
Geoff Drucker, American Health Law Association Washington, DC   
James Purcell, Jim Purcell ADR, Hyannis, MA  
Emily Wey, Founder, Wey West Dispute Resolution, Denver, CO

More Information

  • How to ensure the litigators meet your business needs (budget, priorities, timeframe) (“managing down”)
  • How to sell arbitration as a value to your business, boss, and board (“managing up”)
  • What cases are appropriate for virtual v. in-person arbitration
  • What does payer-provider arbitration look like from each party’s perspective
  • How to get your money's worth from the arbitration administrator
  • The advantages of using AHLA’s Dispute Resolution Service

6. Using AI in Legal Departments
Kate Orr, Global Head of Practice Innovation at Orrick, Herrington & Sutcliffe LLP, Washington, DC
Jeff Ward, Clinical Professor of Law, Director, Duke Center on Law & Technology, Durham, NC

More Information

  • GenAI–How to understand, use, and embrace it
  • Join a conversation with industry experts to learn GenAI lingo, use cases and opportunities for our profession

7. Staffing a Legal Department in the Post-COVID Era
Laurie Levin, Vice President, Division Chief Legal Officer,  AdventHealth, Orlando, FL
Mary Anne Hilliard, Children’s National Health System, Washington, DC

More Information

This will be an interactive session. What are your key issues and what challenges have you been facing? Bring your troubles and solutions. We will learn from each other.

  • What are the generational challenges and opportunities around remote work for legal departments?
  • Are you getting an honest day’s work from remote workers? How to monitor and manage in the context of a professional legal setting.
  • How will the hybrid/remote work environment impact professional development?
  • Does the hybrid/remote work environment impact quality control and legal malpractice?
  • How will the hybrid/remote environment impact the talent pool in legal settings?
  • Now that we learned how to zoom meetings, do we need to spend travel time to meetings near and far?
 
12:00-1:30 pm 

Networking Luncheon, sponsored by HealthCare Appraisers, Inc.
This luncheon is included in the registration fee; speakers and attendees welcome.

More Information

Lunch will feature an exciting new way to win the coveted Golden Ferret: the first annual Host City Trivia Contest! In addition to dining and networking with your fellow attendees, you’ll have the chance to decompress, have fun, and show off your impressive command of obscure facts, figures, and charming eccentricities of our nation’s capital.

 
1:45-3:00 pm Moderator Group Breakouts

Join similarly situated attendees in an interactive breakout session designed to foster connection and dialogue. These lightly moderated sessions will provide the unique opportunity for informal brainstorming and benchmarking with your peers on topics of mutual interest.   

Small Department (1-3 Attorneys)
Moderator: Aletheia Lawry


Large Department - Deputy or General Counsel
Moderator: Greg J. Matis and Michelle Tidjani Johnson


Large Department - Assistant General Counsel, Senior Attorney, Staff Attorney
Moderator: Hoyt Sze


Other In-House Positions - Compliance, Risk Manager, Privacy Officer
Moderator: Ted Lotchin

 
3:15-4:15 pm Concurrent Sessions

8. So You Wanna Be a Startup GC... Asking for A Friend: Learn How To Move Fast and Break Things (But Not The Stark Law, Because of Strict Liability!) (not repeated)    
Michelle McGovern, General Counsel, A Place for Mom
Lee Nutini, Associate Director, Senior Counsel, Ro, Chicago IL
Sarah Swank, General Counsel, On Belay Health Solutions, Boston, MA

More Information

In this session, you will hear what it is really like at a startup and early stage, high growth health care company as a General Counsel and senior attorney. Three health care lawyers share strategies and stories for innovating and disrupting while navigating regulatory hurdles, business opportunities, and fast-paced change. The speakers will address:

  • Prioritizing which challenges to tackle first from getting to know the organization, leadership structure, risk mitigation, insurance, IP, and corporate compliance
  • Staffing up and building your department, the legal function and team (what team you may ask?) when your company keeps growing and changing
  • How to prepare for and advise the boards and leadership teams in a distributor and innovative organization, such as HIPAA and secondary data uses, corporate practice of medicine doctrine and other 50-state law issues and fraud and abuse questions, including new OIG guidance and DOJ enforcement on new entrant and private equity in healthcare
  • Surviving funding rounds–You can't live with them but you can't live without them (what are they? and how do you live through and with them?)

9. Mental Health and Wellness - A Legal Check-In (not repeated)
Florence L. Di Benedetto, Di Benedetto Solutions, Inc.  
Michelle Johnson Tidjani, Senior Executive Vice President
, Chief Administrative Officer, CommonSpirit Health, Chicago, IL

More Information

  • Examining the “why” (i.e., our core purpose) of what we do professionally since that typically provides the “will” to do it!
  • Removing the stigma of “mental health” and “emotional” issues, and understanding that challenges associated with both are a natural  byproduct of what we do as lawyers
  • Understanding how our training as attorneys cause us to be reluctant to even acknowledge, let alone address, our own mental health and wellbeing issues, because it implies “weakness” or a “deficiency”
  • Defining “resilience,” what it is, and what it is not
  • Recognizing the warning signs of diminished well being, and understanding that stress accumulates in an insidious way
  • Accepting that disregard of our own well being has a negative impact on the teams we lead and the clients we serve
  • Acknowledging the importance of finding ways to adapt to difficult situations and stressors, rather than overanalyzing the “why” or (worse yet) the “unfairness” of it all
  • Understanding that our emotions are within our control and can ( and must) be self regulated to achieve optimal well being
  • Developing the perspective and traits necessary to build and maintain resilience and emotional and mental well being
  • Recognizing that asking for help is an act of courage

10. How GCs and CFOs can Cooperate on Financial Issues (not repeated)
Matthew E. Albers, Senior Associate Vice President and Deputy General Counsel, The Ohio State University Wexner Medical Center, Columbus, OH
Vadim Schick, Chief Legal Counsel and Practice Group Leader, Health Care Operations, Johns Hopkins Health System, Baltimore, MD

More Information

This session will offer a chance for in-house counsel to discuss with their peers issues around legal practice, communications, and dealmaking with our clients in Finance. Specifically, the moderators will focus on the following areas:

  • Funds Flow project – How do Legal and Finance staff work together to create an effective and efficient funds flow process within a complex health care organization
  • Alternative Revenue Models – How does Legal help Finance respond to growing bottom-line pressures driving organizations into new ventures, including payer, pharmacy & infusion, tech ventures, and new service lines)
  • What are the ways Legal and Finance can improve communications to ensure a successful and productive relationship between the departments?

4. Health System and Health Plan: Compliance and Legal Collaboration in Real Life (repeat)
Nima Davis, Executive Vice President and Chief Compliance Officer, Commonspirit, Chicago, IL
Michelle B. Frazier, Senior Vice President & Chief Compliance Officer, Advocate Aurora Health, Shorewood, WI
Nike Otuyelu, Chief Compliance Officer, Henry Ford Health Plan, Detroit, MI

More Information

‘It is amazing what you can accomplish if you do not care who gets the credit.’ Harry S Truman
Although the US Department of Justice (DOJ) and Office of the Inspector General (OIG) emphasize that compliance should be separate and independent of legal counsel, a positive working relationship and synergy between these functions is essential. This session will discuss:

  • How can both teams define their roles and responsibilities to align efforts to support corporate objectives without duplication or a high level of overlap? Including practical advice for when the compliance officer reports to legal counsel
  • Understanding that risk tolerance can differ depending on the regulatory or financial environment, who gets to decide when compliance and legal have different risk tolerances?
  • Tips for putting up a united front to prevent contradictory guidance to the organization and eliminate forum shopping
  • Scenarios that may warrant inviting one another into each other’s work. How to navigate when the Attorney-Client Privilege may become an obstacle?
  • Ideas on how to collaborate on investigations and corrective actions
 
4:30-5:30 pm Concurrent Sessions

11. Getting to Yes (Maybe)? Cooperation and Collaboration Between In-House Attorneys on Differing Sides of Intra-Industry Disputes (not repeated)
Shawn Gilman, VP, Senior Corporate Counsel, Providence St Joseph Health, Seattle, WA
Lou Patalano, Chief Legal Officer, Senior Vice President & Corporate Secretary, Blue Cross and Blue Shield of Louisiana, Baton Rouge, LA
Kathy Roe, Managing Attorney & Co-Founder, Health Law Consultancy, Chicago, IL
C. Scott Strickland, Hall Render Killian Heath & Lyman PC, Morrisville, NC

More Information

  • In-house counsel for health systems and health plans play a vital role on a daily basis in navigating and negotiating difficult conversations between their respective clients
  • Recent media attention has focused on the perceived increase in tone and frequency of disputes between stakeholders in these critical components of our health care system. These disputes, in turn, have served to fuel ongoing scrutiny by legislators, regulators, enforcers and advocacy groups.
  • Please join our experienced panelists as they discuss ways in which in-house attorneys on both sides may balance serving as peacemakers and mediators in these intra-industry disputes while honoring their professional duty of zealous advocacy
  • The panel will use examples to illustrate various pain points in negotiations and working relationships between health systems and health plans and highlight strategies for both sides’ in-house attorneys to move their clients to a better end point without a scorched earth approach

12. Lawyers as Leaders (not repeated)
Greg J. Matis. EVP/Chief Legal Officer, Intermoutain Health. Salt Lake City, UT
Charity Elmer, Executive VP & General Counsel, Cox Health    
Terri W. Meldrum. Senior Vice President and General Counsel, OhioHealth Corporation    
Denise Zamore, Chief Legal Officer and Corporate Secretary, Agilon, South Windsor, CT

More Information

Whether or not you’re in the C-Suite, an officer of the company, or manage the work of others, in an inhouse legal role you have the unique opportunity and responsibility to serve as a leader in your organization. This engaging, interactive panel will explore:

  • The key attributes and qualities of a leader
  • The unique contributions and skills that a legal background can bring to your leadership
  • The pros and cons of also taking on business roles within your organization
  • The role of mentorship
  • How to help other lawyers on the team see themselves as leaders

6. Using AI in Legal Departments (repeat)
Kate Orr, Global Head of Practice Innovation at Orrick, Herrington & Sutcliffe LLP, Washington, DC
Jeff Ward, Clinical Professor of Law, Director, Duke Center on Law & Technology, Durham, NC

More Information

  • GenAI–How to understand, use, and embrace it
  • Join a conversation with industry experts to learn GenAI lingo, use cases and opportunities for our profession

7. Staffing a Legal Department in the Post-COVID Era (repeat)
Laurie Levin, Vice President, Division Chief Legal Officer,  AdventHealth, Orlando, FL
Mary Anne Hilliard, Children’s National Health System, Washington, DC

More Information

This will be an interactive session. What are your key issues and what challenges have you been facing? Bring your troubles and solutions. We will learn from each other.

  • What are the generational challenges and opportunities around remote work for legal departments?
  • Are you getting an honest day’s work from remote workers? How to monitor and manage in the context of a professional legal setting.
  • How will the hybrid/remote work environment impact professional development?
  • Does the hybrid/remote work environment impact quality control and legal malpractice?
  • How will the hybrid/remote environment impact the talent pool in legal settings?
  • Now that we learned how to zoom meetings, do we need to spend travel time to meetings near and far?
 
5:30-6:30 pm

Networking Reception— Welcome to a Monumental Annual Meeting, sponsored by CobbleStone Software
This event is included in the program registration; In-House Counsel Program attendees, faculty, and registered adult, teen, and youth guests welcome.
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In-Person Program Format

How It Works

  • We will offer in-depth breakout sessions where speakers and attendees can interact and collaborate with each other in-person.
  • We have adopted a new onsite registration system by providing seamless check-in and onsite badge printing.
  • Built-in extended time between sessions for moving from room to room, networking with colleagues, and personal break time.  
  • All program sessions will be recorded. Video of the presentations, along with the materials will be available to all attendees who register and can be watched to earn on demand Continuing Education Credits. Those that cannot attend in-person can purchase the eProgram and apply for Continuing Education Credits. More information on our ePrograms.
  • For questions or more information, please email [email protected].
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Conference Accessibility and Special Needs

AHLA is committed to ensuring equitable access to our educational content. We are continually improving the user experience for everyone and offering accessibility accommodations for our in-person conferences.

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Thank You to Our In-House Counsel Program Sponsors

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If your organization is interested in sponsoring AHLA's In-House Counsel Program, please contact Valerie Eshleman.