CEO Exchange attendees dining together at an outdoor evening reception under string lights
CEO Exchange
June 23–25, 2027Ritz-Carlton Bacara • Santa Barbara
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Two CEO Exchange attendees laughing during a conference session, with gold X design overlay

The Exchange

The HealthLeaders Exchange is a community built for executive peers to connect, collaborate, and learn from one another.

Led by executives, the Exchange creates a trusted environment for candid conversations, meaningful connections, and the unique sharing of ideas that can't be found in healthcare.

More than a gathering, it's a community focused on the executive experience: bringing leaders together to share actionable insights, challenge perspectives, and build lasting relationships that extend well beyond the event.

Agenda at a Glance

Two CEO Exchange attendees laughing during a session
Wednesday, June 24
  • 8:00 AMMastermind – presented by Smarter Technologies
  • 12:30 PMLunch to Go
  • 3:30 PMPre-Event Session
  • 6:00 PMRegistration & Welcome Reception
A CEO Exchange leader gesturing during a roundtable discussion
Thursday, June 25
  • 7:00 AMBreakfast
  • 7:50 AMWelcome & Sponsored Roundtable Recap
  • 8:35 AMSponsor Discussion Sessions
  • 9:35 AMRefreshment Break
  • 9:50 AMRoundtable Circuit
  • 10:50 AMBreak
  • 11:00 AMHealthLeaders Media Panel
  • 11:50 AMGrab and Go Lunch
  • 12:10 PMSponsor Lunch Session
  • 2:00 PMAfternoon Activities
  • 5:30 PMCocktails
  • 6:30 PMDinner on Site
A CEO Exchange attendee smiling during a working session
Friday, June 26
  • 7:00 AMBreakfast
  • 8:10 AMMorning Announcement & Case Study
  • 8:30 AMRoundtable Circuit Cont.
  • 9:30 AMIdeas Presentations
  • 10:30 AMKey Takeaways from the Roundtables
  • 10:45 AMAdjourn

CEO Discussion Topics

Integrations and “Systemness”
01

Integrations and “Systemness”

Bridging finance and operations teams
02

Bridging finance and operations teams

Differentiating ambulatory care models
03

Differentiating ambulatory care models

Hospital leadership and shared services structures
04

Hospital leadership and shared services structures

Meet the Leaders Driving the Discussion

Al Campbell

Al Campbell

President & Market Leader

Trinity Health

Rachelle Schultz, Ed.D

Rachelle Schultz, Ed.D

President & CEO

Winona Health

Charlotte Ipsan

Charlotte Ipsan

Chief Hospital Officer & SVP

Norton Healthcare

Charles Williams, MBA, MOT, FACHE

Charles Williams, MBA, MOT, FACHE

CEO

Baylor Scott & White Health

Jeshahnton V. Essex, FACHE

Jeshahnton V. Essex, FACHE

COO

Baylor Scott & White Health

Allen Smith

Allen Smith

President & CEO

South Shore Health

Andrea Walsh

Andrea Walsh

President & CEO

HealthPartners

Toby Freier

Toby Freier

President

Allina Health

Steve Narang

Steve Narang

President

Inova Health System Fairfax

Saju Joy

Saju Joy

CEO

MUSC Health

Cathleen Wheatley, DNP, RN, CENP, FAAN

Cathleen Wheatley, DNP, RN, CENP, FAAN

President

Atrium Health Wake Forest Baptist

Al Campbell

Al Campbell

President & Market Leader

Trinity Health

Rachelle Schultz, Ed.D

Rachelle Schultz, Ed.D

President & CEO

Winona Health

Charlotte Ipsan

Charlotte Ipsan

Chief Hospital Officer & SVP

Norton Healthcare

Charles Williams, MBA, MOT, FACHE

Charles Williams, MBA, MOT, FACHE

CEO

Baylor Scott & White Health

Jeshahnton V. Essex, FACHE

Jeshahnton V. Essex, FACHE

COO

Baylor Scott & White Health

Allen Smith

Allen Smith

President & CEO

South Shore Health

Who Attends

HealthLeaders CEO Exchange Partners

Allina Health

Atrium Wake Forrest Baptist

Baptist Health-Jacksonville

Baylor Scott & White DFW

The Christ Hospital Health Network

Christian Hospital/BJC Healthcare

City of Hope Atlanta

Columbus Regional/Piedmont Healthcare

Cottage Hospital

Covenant Health/Providence St. Jospeph

Eisenhower Health

Grande Ronde Hospital and Clinics

Griffin Health

Gundersen Health System

Inova Fairfax Medical Campus

Jupiter Medical Cente

Mayo Clinic Health System

MemorialCare Orange County Region

Memorial Hermann

Methodist Dallas

Methodist Dallas Medical Center

Methodist Le Bonheur Healthcare

Mid Coast Health System

NCH Healthcare System

Norton Healthcare

Providence Anesthesiology Associates

Saint Francis Health System

Sentara Healthcare

Summa Health

UChicago Health

UI Hospitals & Clinics

UVA Medical Center

Winona Health

Aerial view of Santa Barbara, California with its red-tile-roofed Spanish colonial architecture, the Pacific coastline, and the Santa Ynez Mountains

The Venue

Ritz-Carlton Bacara | Santa Barbara, California

Set along the sun-drenched coast just north of Santa Barbara, The Ritz-Carlton Bacara is a Spanish-Mediterranean retreat where the Pacific Ocean meets the foothills of the Santa Ynez Mountains. Guests enjoy oceanfront suites, a celebrated destination spa, and acclaimed coastal cuisine amid tranquil gardens and sweeping sea views. With its blend of relaxed California elegance and impeccable service, it offers an inspiring backdrop for meaningful conversation and connection among peers.

What Our CEOs Say

I keep coming back to the HealthLeaders Exchange.

As a first-timer, I loved this event.

The peer presentations are fantastic.

It’s helpful to speak more honestly within the intimate structure of the Exchange.

This is one of the best events I have attended, and I can’t wait to come back.

Our Sponsor Partners Include

  • CorroHealth
  • Optum
  • Clinical Intelligence
  • USAP
  • ShiftMed
  • Vizient
  • Microsoft
  • AMA
  • Impact Advisors
  • CareRev
  • GE HealthCare
  • CorroHealth
  • Optum
  • Clinical Intelligence
  • USAP
  • ShiftMed
  • Vizient
  • Microsoft
  • AMA
  • Impact Advisors
  • CareRev
  • GE HealthCare

Ready to join your peers?

Request an invitation to the CEO Exchange in Ritz-Carlton Bacara • Santa Barbara.

Request an Invitation