A CNO Exchange branded sign at an outdoor evening welcome reception with attendees mingling
CNO Exchange
March 10–12, 2027Ritz-Carlton Bacara • Santa Barbara
Request an Invitation
A group of CNO Exchange attendees posing together outdoors, 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

A CNO Exchange attendee laughing during a session
Wednesday, March 10
  • 8:00 AMMastermind – presented by Smarter Technologies
  • 12:30 PMLunch to Go
  • 3:30 PMPre-Event Session
  • 6:00 PMRegistration & Welcome Reception
A CNO Exchange leader presenting during a roundtable discussion
Thursday, March 11
  • 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
Two CNO Exchange attendees laughing together at an outdoor reception
Friday, March 12
  • 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

CNO Discussion Topics

Healthcare Finance
01

Healthcare Finance

Workplace Culture
02

Workplace Culture

Care Delivery
03

Care Delivery

Digital Solutions
04

Digital Solutions

Meet the Leaders Driving the Discussion

Tammy Daniel, DNP, RN, BSN, NEA-BC, MA

Tammy Daniel, DNP, RN, BSN, NEA-BC, MA

EVP & CNO

Baptist Health Jacksonville

Rudy Jackson

Rudy Jackson

CNE

UW Health

Stefanie Beavers

Stefanie Beavers

CNE

OU Health

Dr. Cody Legler, DNP, APRN, NP, NEA-BC, CNL, FAONL

Dr. Cody Legler, DNP, APRN, NP, NEA-BC, CNL, FAONL

SVP & CNO

Maimonides Medical Center

Betty Jo Rocchio

Betty Jo Rocchio

EVP & CNE

Advocate Health

Theresa A. Dillman, DNP, MSN, MHA, RN, NE-BC

Theresa A. Dillman, DNP, MSN, MHA, RN, NE-BC

CNO

Northwell Health

Cassandra Lewis, DNP, ACNP-BC

Cassandra Lewis, DNP, ACNP-BC

Market CNO

Bon Secours Mercy Health

Jacqueline Herd, DNP, RN, NEA-BC, FAONL, FACHE

Jacqueline Herd, DNP, RN, NEA-BC, FAONL, FACHE

CNO

Providence

CJ Marbley

CJ Marbley

CNO

LCMC Health

Erik Martin, DNP, RN, CENP, FAAN

Erik Martin, DNP, RN, CENP, FAAN

VP Patient Care Services & CNO

Norton Children's Healthcare

Tammy Daniel, DNP, RN, BSN, NEA-BC, MA

Tammy Daniel, DNP, RN, BSN, NEA-BC, MA

EVP & CNO

Baptist Health Jacksonville

Rudy Jackson

Rudy Jackson

CNE

UW Health

Stefanie Beavers

Stefanie Beavers

CNE

OU Health

Dr. Cody Legler, DNP, APRN, NP, NEA-BC, CNL, FAONL

Dr. Cody Legler, DNP, APRN, NP, NEA-BC, CNL, FAONL

SVP & CNO

Maimonides Medical Center

Betty Jo Rocchio

Betty Jo Rocchio

EVP & CNE

Advocate Health

Theresa A. Dillman, DNP, MSN, MHA, RN, NE-BC

Theresa A. Dillman, DNP, MSN, MHA, RN, NE-BC

CNO

Northwell Health

Who Attends

HealthLeaders CNO 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 Center

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 CNOs 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

  • AMN Healthcare
  • CareRev
  • Infor
  • Laudio
  • Medical Solutions
  • Prolink
  • Simplifi
  • Stepful
  • AMN Healthcare
  • CareRev
  • Infor
  • Laudio
  • Medical Solutions
  • Prolink
  • Simplifi
  • Stepful

Ready to join your peers?

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

Request an Invitation