

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

- 8:00 AMMastermind – presented by Smarter Technologies
- 12:30 PMLunch to Go
- 3:30 PMPre-Event Session
- 6:00 PMRegistration & Welcome Reception

- 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

- 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
CFO Discussion Topics
01Balancing cost discipline with targeted investment
02Linking workforce ROI to retention, productivity, and quality outcomes
03Redesigning labor models for greater efficiency and resilience
Meet the Leaders Driving the Discussion

Kyle Wilcox
VP Finance
MercyOne Medical Group

Julie Soekoro
EVP & CFO
Hamilton Healthcare System

Rob Tonkinson
SVP & CFO
Centra Health

Michele Wingate
CFO
Penn Medicine, University of Pennsylvania Health System

Glenndale Williams, MBA, PMP
CFO
Community Hospital, Grand Junction, Colorado

Amy Crouch, MBA, CPA, FHFMA
CFO
Hospital Sisters Health System

Mike Marquardt
CFO
UVA Health

Bradley Hipp
VP & CFO
Tuscon Medical Center

Allison Viramontes, MHA, CPA
VP & CFO
Jupiter Medical Center

James Wilson
CFO
Mayo Clinic Health System

Kyle Wilcox
VP Finance
MercyOne Medical Group

Julie Soekoro
EVP & CFO
Hamilton Healthcare System

Rob Tonkinson
SVP & CFO
Centra Health

Michele Wingate
CFO
Penn Medicine, University of Pennsylvania Health System

Glenndale Williams, MBA, PMP
CFO
Community Hospital, Grand Junction, Colorado

Amy Crouch, MBA, CPA, FHFMA
CFO
Hospital Sisters Health System
Who Attends
HealthLeaders CFO 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

The Venue
Scottsdale, Arizona
The exact venue for this Exchange will be announced soon — stay tuned for details on our Scottsdale, Arizona destination.
What Our 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
Ready to join your peers?
Request an invitation to the CFO Exchange in Scottsdale, AZ.
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