CEO + CFO Exchange attendees networking at an outdoor mountain-lodge evening reception
CFO + CEO Exchange
Sept. 30 – Oct. 2, 2026EAU Palm Beach · West Palm Beach, FL
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CEO + CFO Exchange attendees laughing during a roundtable 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

CEO + CFO Exchange members in conversation during an opening roundtable
Wednesday, September 30
  • 3:30 PMKickoff
  • 4:30 PMSession 1 — "Where Capital Is the Tightest" Roundtable
  • 5:30 PMSession 2 — "The Tradeoffs We’re Avoiding" Small Groups
  • 6:00 PMWelcome Reception & Dinner
CEO + CFO Exchange members networking outdoors during a break
Thursday, October 1
  • 7:00 AMBreakfast
  • 8:00 AMWelcome, Mastermind Recap & Resetting the Stage
  • 8:45 AMHot Seat Workshop — Real Decisions, Real Pressure
  • 9:45 AMBreak
  • 10:00 AMSponsor Session #1
  • 11:10 AMFireside Chat — Applied Case: Capital Playbook
  • 12:00 PMBoxed Lunches
  • 12:45 PMBreak
  • 1:00 PMSponsor Session #2
  • 2:30 PMActivity Block
  • 6:00 PMHappy Hour & Dinner
A CEO + CFO Exchange member smiling during a conversation at a session table
Friday, October 2
  • 7:00 AMBreakfast
  • 8:00 AMWelcome & Resetting the Stage
  • 8:30 AMSponsor Case Study #2
  • 9:00 AMDecision Lab — Where You Will Invest Now
  • 10:00 AMAdvisory Board-Led Wrap-Up
  • 10:30 AMAdjourn

CEO + CFO Discussion Topics

Integrations and “Systemness”
01

Integrations and “Systemness”

Bridging finance and operations teams
02

Bridging finance and operations teams

Redesigning labor models
03

Redesigning labor models

Targeted Investments
04

Targeted Investments

Meet the Leaders Driving the Discussion

Rob Tonkinson

Rob Tonkinson

SVP & CFO

Centra Health

Alison Viramontes

Alison Viramontes

VP & CFO

Jupiter Medical Center

Bradley Hipp

Bradley Hipp

VP & CFO

Tuscon Medical Center

Patrick Charmel

Patrick Charmel

President & CEO

Griffin Health

Saju Joy

Saju Joy

CEO

MUSC Health

Charles Williams

Charles Williams

President

Baylor Scott & White Health

Al Campbell

Al Campbell

President & Market Leader

Trinity Health

Cathleen Wheatley

Cathleen Wheatley

President

Atrium Health Wake Forest Baptist

Matt Pruitt

Matt Pruitt

VP & CFO

Memorial Hermann Health System

Jim Wilson

Jim Wilson

CFO

Mayo Clinic Health System

Rob Tonkinson

Rob Tonkinson

SVP & CFO

Centra Health

Alison Viramontes

Alison Viramontes

VP & CFO

Jupiter Medical Center

Bradley Hipp

Bradley Hipp

VP & CFO

Tuscon Medical Center

Patrick Charmel

Patrick Charmel

President & CEO

Griffin Health

Saju Joy

Saju Joy

CEO

MUSC Health

Charles Williams

Charles Williams

President

Baylor Scott & White Health

Who Attends

HealthLeaders CFO + CEO Exchange Partners

Advent Health Shawnee Mission

Ascension, Via Christi

Atrium Health Wake Forest

Baptist Medical Center

Baptist Health Care

Bellin Health System

Beth Israel Deaconness

Bristol Hospital and Health Care Group

Bryan Health

Cape Cod Healthcare

CentraCare

Children’s Minnesota

CommonSpirit

Cottage Hospital

Covenant Health

ECU Health (Vidant Health)

Eisenhower Health

Florida Hospital Acute Care Services

Franciscan Missionaries of Our Lady Health System (FMOLHS)

Frederick Health

Hamilton Health Care System

Health Care District of Palm Beach County

Hendricks Health

Hunterdon Health System

Jackson Hospital

Jupiter Medical Center

Mayo-Arizona

Mayo Clinic

McLeod Health

Memorial Hermann

Memorial Hospital and Health Care Center

Memorial Care Health System

Mercyhealth Wisconsin & Illinois

Methodist LeBonheur Healthcare

MidCoast Healthcare System

Mount Sinai South Nassau

NCH Healthcare System

Nicklaus Children’s Hospital

Northeast Georgia Healthcare System

Northwell Health

OhioHealth

Orlando Health

Owensboro Health

Saint Peter’s Healthcare System

Sarasota Memorial

Southwest General Health Center

St Joseph’s/Candler

St. Jude Children’s Research Hospital

St. Luke’s Hospital

Temple Health

Thomas Health

Tidelands Health

UC-Davis Health

UI Health Care

Unity Point-Grinnell Regional Medical Center

University of Utah Health

UT Southwestern

UT Southwestern Medical Center

UW Health (University of Wisconsin)

Valley Health System

Winona Health

Aerial view of the West Palm Beach, Florida waterfront at golden hour

The Venue

EAU Palm Beach | West Palm Beach, Florida

Set on a private stretch of Atlantic oceanfront, EAU Palm Beach is a Forbes Five-Star, AAA Five-Diamond resort where relaxed coastal glamour meets impeccable service. Guests unwind in beautifully appointed rooms and suites overlooking the water, recharge at the acclaimed two-story Eau Spa, and gather over inspired seaside dining. With sun-washed pools, palm-lined beaches, and the vibrant energy of Palm Beach just beyond the door, it is an elegant and welcoming backdrop for candid conversation and connection among peers.

What Our CEO + CFOs 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

  • Conifer
  • CorHealth
  • CURAE
  • Flywire
  • Harborside Health
  • IA
  • Optum
  • R1
  • Translucent
  • U.S. Bank
  • Vizient
  • Ambience
  • Ensemble
  • Conifer
  • CorHealth
  • CURAE
  • Flywire
  • Harborside Health
  • IA
  • Optum
  • R1
  • Translucent
  • U.S. Bank
  • Vizient
  • Ambience
  • Ensemble

Ready to join your peers?

Request an invitation to the CEO + CFO Exchange in West Palm Beach, FL.

Request an Invitation