CFO Exchange attendees gathered at a lakeside evening welcome reception
CFO Exchange
May 12–14, 2027Scottsdale, AZ
Request an Invitation
Two CFO Exchange attendees smiling together during a session, with a gold Exchange X graphic behind them

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

CFO Exchange attendees enjoying an evening culinary team activity
Wednesday, May 12
  • 8:00 AMMastermind – presented by Smarter Technologies
  • 12:30 PMLunch to Go
  • 3:30 PMPre-Event Session
  • 6:00 PMRegistration & Welcome Reception
CFO Exchange leader sharing perspective during a roundtable discussion
Thursday, May 13
  • 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
CFO Exchange attendee smiling during a working session
Friday, May 14
  • 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

Balancing cost discipline with targeted investment
01

Balancing cost discipline with targeted investment

Linking workforce ROI to retention, productivity, and quality outcomes
02

Linking workforce ROI to retention, productivity, and quality outcomes

Redesigning labor models for greater efficiency and resilience
03

Redesigning labor models for greater efficiency and resilience

Meet the Leaders Driving the Discussion

Kyle Wilcox

Kyle Wilcox

VP Finance

MercyOne Medical Group

Julie Soekoro

Julie Soekoro

EVP & CFO

Hamilton Healthcare System

Rob Tonkinson

Rob Tonkinson

SVP & CFO

Centra Health

Michele Wingate

Michele Wingate

CFO

Penn Medicine, University of Pennsylvania Health System

Glenndale Williams, MBA, PMP

Glenndale Williams, MBA, PMP

CFO

Community Hospital, Grand Junction, Colorado

Amy Crouch, MBA, CPA, FHFMA

Amy Crouch, MBA, CPA, FHFMA

CFO

Hospital Sisters Health System

Mike Marquardt

Mike Marquardt

CFO

UVA Health

Bradley Hipp

Bradley Hipp

VP & CFO

Tuscon Medical Center

Allison Viramontes, MHA, CPA

Allison Viramontes, MHA, CPA

VP & CFO

Jupiter Medical Center

James Wilson

James Wilson

CFO

Mayo Clinic Health System

Kyle Wilcox

Kyle Wilcox

VP Finance

MercyOne Medical Group

Julie Soekoro

Julie Soekoro

EVP & CFO

Hamilton Healthcare System

Rob Tonkinson

Rob Tonkinson

SVP & CFO

Centra Health

Michele Wingate

Michele Wingate

CFO

Penn Medicine, University of Pennsylvania Health System

Glenndale Williams, MBA, PMP

Glenndale Williams, MBA, PMP

CFO

Community Hospital, Grand Junction, Colorado

Amy Crouch, MBA, CPA, FHFMA

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

Sunset over the desert mountains and foothills of Scottsdale, Arizona

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

  • 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 CFO Exchange in Scottsdale, AZ.

Request an Invitation