Skip to Main Content
In-House Counsel Program

Schedule

This one day program will be held in-person only. We are excited for attendees to connect and network in person.

This year’s program is designed to be an interactive and engaging learning forum that moves away from traditional didactic learning to focus on sharing experiences and secrets to success. Throughout the program, attendees will have a unique opportunity to exchange ideas, experiences, and best practices with colleagues who face similar challenges. Experienced legal and compliance leaders representing a broad cross-section of the health care industry will lead breakout sessions and provide practical approaches and solutions to the unique challenges and (growing) responsibilities of in-house counsel and other in-house advisors. Additionally, in each session, time will be allotted for attendees to participate in a facilitated discussion to expand their learning. 

For informal networking, attendees are also invited and encouraged to attend the luncheon, which is included in the registration fee. Share and compare stories that may seem too absurd to be true and compete for the Golden Ferret. Participate in table topic discussions and build your network with colleagues from across the country.

Saturday, June 24, 2023

2:00-6:00 pm

Registration and Check-In
Register Early! Come to AHLA Registration area to print out your badge.

 

Sunday, June 25, 2023

7:00 am-5:30 pm

Registration and Check-In
If you haven’t checked in, come to AHLA Registration area to print out your badge.

 
7:00-8:00 am

Continental Breakfast, sponsored by HealthCare Appraisers, Inc.
This event is included in the program registration. Attendees and faculty are welcome.

 
8:00-9:30 am General Session

8:00-8:15 am
Welcome and Introductions
Greg Matis, Planning Committe Chair

8:15-9:30 am
A General Counsel's Journey: An Exploration of the Opportunities and Challenges Facing Chief Legal Officers in Health Care
Joseph Clamon (Moderator), Associate Vice President for Legal Affairs and Chief Legal Counsel, University of Iowa Health Care, Iowa City, IA
Brent Henry, Mintz Law Firm, Boston, MA
Michelle Johnson Tidjani, Executive Vice President & General Counsel, Henry Ford Health, Detroit, MI
Greg Matis, SVP/Chief Legal Officer Intermountain Healthcare, Salt Lake City, UT

More Information

A highly interactive session in which prominent current and former general counsels from different parts of the country share their insights and experiences of leading during tumultuous times in health care. The panel will answer questions from the audience and each other about their own career paths and how to become an effective chief legal counsel. Topics to be discussed include:

  • Career progression into the C-Suite
  • Managing strategic risk from a broader perspective
  • Effective management of outside counsel
  • Partnering with business leaders to be an impactful thought leader with senior leadership and boards
  • Recruiting, developing, and retaining talent
  • Formulating a “lessons learned” strategy
 
9:30-9:45 am

Networking Coffee Break, sponsored by HealthCare Appraisers, Inc.

 
9:45-10:45 am Concurrent Sessions

1. Governance Best Practices: A Conversation
Jacki Melmed, Chief Legal Officer, University of Colorado Health, Denver, CO
Elizabeth Truesdell Smith, Senior Vice President, General Counsel, and Secretary, Allina Health, Minneapolis, MN
Jim Watson, Senior Vice President & Deputy General Counsel, Providence St. Joseph Health, Orange County, CA

More Information

Effective governance is central to organizational success, and requires strong relationships, structures, processes and culture. This session will explore best practices for:

  • Building a high-performing Board (recruitment, assessment, refreshment)
  • Fostering competence, engagement and accountability (onboarding, education, training)
  • Optimizing board effectiveness (committees, conflicts, meeting management)
  • Improving the trustee experience (to compensate or not to compensate? perqs, staff support)
  • What are your key issues and what challenges have you been facing?

2. Planning for the Future: Staff and Resource Maximization 
Kirk L.Dobbins, Vice President and Regional Counsel, Kaiser Permanente, Portland, OR
Robert A. Gerberry, Senior Vice President & Chief Legal Officer, Summa Health System, Akron, OH
Rachel Nosowsky, Deputy General Counsel - Health Affairs, Privacy & Data Protection, University of California, Oakland, CA

More Information

A panel of attorneys with decades of experience will lead an engaging discussion with session attendees on learnings and best practices to guide future staff and resource management. Topics will include:

  • How the COVID Pandemic and societal changes disrupted law practice to open our minds to new ways of doing business, including a paradigm shift in client engagement, and staff and resource management
  • How the adoption of new and emerging technology including Artificial Intelligence will likely be needed to support legal operations
  • New and prevailing expectations for more work/life balance, including hybrid and remote work options
  • The reality that In-House Departments must do more often with limited budgets while meeting client needs, which requires extensive legal staff training on company culture, strategy, and risk tolerance to facilitate business thought partnership and excellent legal analysis
  • The increasing need to drive equity, inclusion, diversity and belonging in your legal department and client organization, and establishing EID expectations of outside counsel

3. A Healthy Cup of Outside Counsel
Kelley Evans, Division VP & General Counsel, CommonSpirit, Rancho Cordova, CA
Brian A. White, Vice Chancellor for Legal Affairs and General Counsel, University of Kansas, Lawrence, KS

More Information

  • How much work should I keep in-house vs send to an outside firm?
  • How should I engage outside counsel, and once retained, how do I manage that relationship?
  • Should I create a pool of firms or stick with one firm? RFP case study at KU
  • Benefits and challenges with working with outside counsel
  • Billing review and lessons learned
  • What are your key issues and what challenges have you been facing?
 
11:00 am-12:00 pm Concurrent Sessions

4. How to Create and Maintain Robust Contract Management Programs for Your Organization
Peggy L. Barlett, Husch Blackwell LLP, Madison, WI
Aletheia Lawry, General Counsel & Chief Compliance Officer, NextCare, Phoenix, AZ

More Information

  • Contract lifecycle management (CLM)–what is it and why you should care
  • CLM software or bust–why you need to think about the technology supporting your contract management program and how it impacts performance and obligations within your organization
  • Contract processes, policies, and procedures–how to implement the infrastructure to guide your contract management program and how to maintain it
  • Using the contract management program data and infrastructure to leverage certain efficiencies, such as faster review times, agreement templates, provision libraries, etc.
  • How to turn the above-referenced infrastructure and efficiencies into savings, both time and money!
  • Finally, we want to hear from you! Does your department own the contract management process? What are your pain points with your internal customers in the contract management process? What contract management software do you utilize? If you could change one thing about your current contract management process, what would it be and why?

5. Beyond the 7 Essential Elements: Compliance and Legal Collaboration in Real Life​
Tyler Cowart, Compliance Counsel, Boston Scientific, Valencia, CA
Abigail Wong Grigsby, Executive Director, Deputy Chief Ethics and Compliance Officer at City of Hope, Duarte, CA
Ryan Lipinski, Vice President, Compliance, Modivcare, Denver, CO

More Information

  • Compliance in the news–overview of recent government guidance relating to Compliance Programs from HHS OIG, DOJ and New York OMIG
  • Who’s on First? Roles and examples of how various Departments, e.g., Compliance, ERM, Privacy, Internal Audit, and Legal can be structured and discussion of respective opportunities/challenges
  • It’s 2023- do you know where your business development folks are getting their market information (and how they are using it)?
  • Looking under rocks- suggestions for how to move beyond classic pre-transaction diligence
  • Getting unstuck in the weeds–collaboration between Compliance and Legal during contract review processes
  • Joining forces–how Compliance and Legal collaborate on investigations and corrective actions, and how that collaboration changes when the investigation is privileged or involves a senior leader

6. Measuring Success: How the Right KPIs Drive Performance and Demonstrate Value
Jeramy R. Green, Deputy CLO, Intermountain Healthcare, Midvale, UT
Lindsey P. Ridgway, Deputy General Counsel, Integris, Oklahoma City, OK

More Information

The health care business is increasingly driven by metrics, and law departments are being asked to participate in operational excellence and continuous improvement. This session will explore how to:

  • Choose metrics that drive performance and demonstrate value
  • Align your metrics with the objectives of your organization
  • Develop structures and processes for implementing, reviewing and managing your metrics
  • Win the hearts and minds of the reluctant and skeptical
  • What does success look like, how do we know when we’ve achieved it, and how do we communicate it?
 
12:00-1:15 pm 

Networking Luncheon, sponsored by HealthCare Appraisers, Inc.
For informal networking, you are also invited and encouraged to attend the luncheon, which is included in the registration fee. Share and compare stories that may seem too absurd to be true and compete for the coveted Golden Ferret. Participate in table topic discussions and build your network with colleagues from across the country.

Included in program registration, attendees and faculty welcome. Continuing Education Credits are not available.

 
1:30-2:30 pm Concurrent Sessions

7. Applying Litigation Management for More Cost-Effective and Satisfying Outcomes in Health Care Litigation (not repeated) 
Elizabeth M. Fraley, Professor of Law and Co-Director of the Executive LL.M. in Litigation Management at Baylor Law School, Waco, TX
Erin P. Snyder, Vice President and Managing Counsel - Litigation and Investigations, Atrium Health, Charlotte, NC
James Peacock, Vice President - General Counsel of Claims, Litigation and Risk Prevention, Baylor Scott & White Health, Dallas/Fort Worth, TX

More Information

Litigation continues to inject risk and cost for in-house counsel, and innovative ways to manage litigation are vital to improving efficiency. In this interactive session, we will explore:

  • Early case assessment techniques using systematic, data driven techniques including fact assessments, legal assessments, jury testing, data analytics and litigation risk analysis to improve early decision-making and discovery decisions
  • Process improvement techniques focusing on the right plan, the right team, the right way, the right cost, and the right tools to reach the right result. This includes better monitoring of budget, conversations and goals with outside counsel and updated results
  • Creative and value-based fee agreements to add to more certain legal spend and how to help outside counsel understand how to value and engage in non-hourly billing agreements

8. Legal Technology Approaches to Facilitate Law Department Goals and Optimization​ 
Joy Murao (Moderator), Founder and CEO, Practice Aligned Resources, Los Angeles, CA 
Joseph M. Colaiano, Director of Legal Operations, Mayo Clinic, Rochester, MN
Jeane Oribello, Principal Legal Operations Analyst, University of California, Oakland, CA 
Rohit Sharma, Executive, Legal Operations, GE Healthcare, Waukesha, WI 

More Information

  • It’s not about any particular technology or vendor but about solving a problem that exists between your org and its goals
  • How to drive optimization and allocate work at the right level by leveraging technology
  • How to expand internal knowledge and obtain internal buy-in for legal technology
  • What to consider when balancing legal technology in a financially constrained environment
  • Pros and Cons (initial investment, implementation, ongoing cost) to consider when making make vs. buy decisions
  • What obstacles are you facing in reaching your strategic goals?

1. Governance Best Practices: A Conversation (repeat)
Jacki Melmed, Chief Legal Officer, University of Colorado Health, Denver, CO
Elizabeth Truesdell Smith, Senior Vice President, General Counsel, and Secretary, Allina Health, Minneapolis, MN
Jim Watson, Senior Vice President & Deputy General Counsel, Providence St. Joseph Health, Orange County, CA

More Information

Effective governance is central to organizational success, and requires strong relationships, structures, processes and culture. This session will explore best practices for:

  • Building a high-performing Board (recruitment, assessment, refreshment)
  • Fostering competence, engagement and accountability (onboarding, education, training)
  • Optimizing board effectiveness (committees, conflicts, meeting management)
  • Improving the trustee experience (to compensate or not to compensate? perqs, staff support)
  • What are your key issues and what challenges have you been facing?
 
2:45-3:45 pm Concurrent Sessions

3. A Healthy Cup of Outside Counsel (repeat) 
Kelley Evans, Division VP & General Counsel, CommonSpirit, Rancho Cordova, CA
Brian A. White, Vice Chancellor for Legal Affairs and General Counsel, University of Kansas, Lawrence, KS

More Information

  • How much work should I keep in-house vs send to an outside firm?
  • How should I engage outside counsel, and once retained, how do I manage that relationship?
  • Should I create a pool of firms or stick with one firm? RFP case study at KU
  • Benefits and challenges with working with outside counsel
  • Billing review and lessons learned
  • What are your key issues and what challenges have you been facing?

4. How to Create and Maintain Robust Contract Management Programs for Your Organization (repeat)  
Peggy L. Barlett, Senior Counsel, Husch Blackwell LLP, Madison, WI
Aletheia Lawry, General Counsel & Chief Compliance Officer, NextCare, Phoenix, AZ

More Information

  • Contract lifecycle management (CLM)–what is it and why you should care
  • CLM software or bust–why you need to think about the technology supporting your contract management program and how it impacts performance and obligations within your organization
  • Contract processes, policies, and procedures–how to implement the infrastructure to guide your contract management program and how to maintain it
  • Using the contract management program data and infrastructure to leverage certain efficiencies, such as faster review times, agreement templates, provision libraries, etc.
  • How to turn the above-referenced infrastructure and efficiencies into savings, both time and money!
  • Finally, we want to hear from you! Does your department own the contract management process? What are your pain points with your internal customers in the contract management process? What contract management software do you utilize? If you could change one thing about your current contract management process, what would it be and why?

5. Beyond the 7 Essential Elements: Compliance and Legal Collaboration in Real Life​ (repeat)
Tyler Cowart, Compliance Counsel, Boston Scientific, Valencia, CA
Abigail Wong Grigsby, Executive Director, Deputy Chief Ethics and Compliance Officer at City of Hope, Duarte, CA
Ryan Lipinski, Vice President, Compliance, Modivcare, Denver, CO

More Information

  • Compliance in the news–overview of recent government guidance relating to Compliance Programs from HHS OIG, DOJ and New York OMIG
  • Who’s on First? Roles and examples of how various Departments, e.g., Compliance, ERM, Privacy, Internal Audit, and Legal can be structured and discussion of respective opportunities/challenges
  • It’s 2023- do you know where your business development folks are getting their market information (and how they are using it)?
  • Looking under rocks- suggestions for how to move beyond classic pre-transaction diligence
  • Getting unstuck in the weeds–collaboration between Compliance and Legal during contract review processes
  • Joining forces–how Compliance and Legal collaborate on investigations and corrective actions, and how that collaboration changes when the investigation is privileged or involves a senior leader
 
4:00-5:00 pm Concurrent Sessions

2. Planning for the Future: Staff and Resource Maximization (repeat)  
Kirk L.Dobbins, Vice President and Regional Counsel, Kaiser Permanente, Portland, OR
Robert A. Gerberry, Senior Vice President & Chief Legal Officer, Summa Health System, Akron, OH
Rachel Nosowsky, Deputy General Counsel - Health Affairs, Privacy & Data Protection, University of California, Oakland, CA

More Information

A panel of attorneys with decades of experience will lead an engaging discussion with session attendees on learnings and best practices to guide future staff and resource management. Topics will include:

  • How the COVID Pandemic and societal changes disrupted law practice to open our minds to new ways of doing business, including a paradigm shift in client engagement, and staff and resource management
  • How the adoption of new and emerging technology including Artificial Intelligence will likely be needed to support legal operations
  • New and prevailing expectations for more work/life balance, including hybrid and remote work options
  • The reality that In-House Departments must do more often with limited budgets while meeting client needs, which requires extensive legal staff training on company culture, strategy, and risk tolerance to facilitate business thought partnership and excellent legal analysis
  • The increasing need to drive equity, inclusion, diversity and belonging in your legal department and client organization, and establishing EID expectations of outside counsel

6. Measuring Success: How the Right KPIs Drive Performance and Demonstrate Value (repeat)
Jeramy R. Green, Deputy CLO, Intermountain Healthcare, Midvale, UT
Lindsey P. Ridgway, Deputy General Counsel, Integris, Oklahoma City, OK

More Information

The health care business is increasingly driven by metrics, and law departments are being asked to participate in operational excellence and continuous improvement. This session will explore how to:

  • Choose metrics that drive performance and demonstrate value
  • Align your metrics with the objectives of your organization
  • Develop structures and processes for implementing, reviewing and managing your metrics
  • Win the hearts and minds of the reluctant and skeptical
  • What does success look like, how do we know when we’ve achieved it, and how do we communicate it?

8. Legal Technology Approaches to Facilitate Law Department Goals and Optimization​ (repeat)  
Joy Murao (Moderator), Founder and CEO, Practice Aligned Resources, Los Angeles, CA  
Joseph M. Colaiano, Director of Legal Operations, Mayo Clinic, Rochester, MN
Jeane Oribello, Principal Legal Operations Analyst, University of California, Oakland, CA 
​Rohit Sharma, Executive, Legal Operations, GE Healthcare, Waukesha, WI   

More Information

  • It’s not about any particular technology or vendor but about solving a problem that exists between your org and its goals
  • How to drive optimization and allocate work at the right level by leveraging technology
  • How to expand internal knowledge and obtain internal buy-in for legal technology
  • What to consider when balancing legal technology in a financially constrained environment
  • Pros and Cons (initial investment, implementation, ongoing cost) to consider when making make vs. buy decisions
  • What obstacles are you facing in reaching your strategic goals?
 
5:10-5:30 pm General Session

Closing and Final Thoughts

 
5:30-6:30 pm

Annual Meeting Welcome ReceptionTaking Pride in our Diversity
Hosted by Hispanic National Bar Association​, National Asian Pacific American Bar Association, and South Asian Bar Association 
This event is included in the program registration; In-House Counsel Program attendees, faculty, and registered adult, teen, and youth guests welcome.

^^Back to Top of Page

In-Person Program Format

How It Works

  • We will offer in-depth breakout sessions where speakers and attendees can interact and collaborate with each other in-person.
  • We have adopted a new onsite registration system by providing seamless check-in and onsite badge printing.
  • Built-in extended time between sessions for moving from room to room, networking with colleagues, and personal break time.  
  • All program sessions will be recorded. Video of the presentations, along with the materials will be available to all attendees who register and can be watched to earn. On Demand Continuing Education Credits. Those that cannot attend in-person can purchase the eProgram and apply for Continuing Education Credits. More information on our ePrograms.
  • For questions or more information, please email [email protected]
Program Accessibility and Special Needs

AHLA is committed to ensuring equitable access to our educational content. We are continually improving the user experience for everyone and offering accessibility accommodations for our in-person programs.

Learn More

Thank You to Our Supporting Organizations

California Society for Healthcare Attorneys LogoHNBA LogoNAPABA LogoSABA Logo

Thank You to Our Program Sponsors

HealthCare Appraisers LogoNtracts LogoPinnacle Logo

If your organization is interested in sponsoring AHLA's In-House Counsel Program, please contact Valerie Eshleman.