Full Conference Agenda

You’ve been asking and we’ve listened. The 2023 OR Business Management Conference Program is packed with sessions that will help you maximize efficiencies, identify revenue opportunities and increase the profitability of the surgical suite while ensuring superior patient satisfaction.

Sunday, February 5

1:00 pm - 6:00 pm
Room: Grand Ballroom Foyer
Registration, Registration
Sponsored by:
   
2:00 pm - 5:00 pm
Room: Harbor B

The evolution of perioperative services from an acceptable revenue-producing department to the largest revenue source for an organization has made financial management an essential competency for perioperative services leaders and managers. Today, a manager must demonstrate sound financial management skills and must be the driving force behind efforts to optimize the financial performance of the operating room (OR) suite. This session will teach you the key aspects of financial management as they relate to perioperative services departments.


This workshop will focus on:

• Preparation and management of perioperative budgets

• Cost containment strategies

• Perioperative financial reports

• Variances

• Inventory requirements

• Case margins – costs, revenues and ROI

• Contract negotiation

• Cost-benefit ratios

• Performance indicators


*Additional fee applies

Learning Objectives:
  • Learn effective financial management practices.
  • Learn factors that affect the budget process.
  • Show how you are profitable by applying sound financial management skills.

Monday, February 6

6:30 am - 6:30 pm
Room: Grand Ballroom Foyer
Sponsored by:
   
7:15 am - 8:00 am
Room: Grand Ballroom

Enjoy a networking breakfast with your peers before the conference kicks off.

Kelvin McCree, Chief Learning Officer, Laser Focus Leadership Solutions, LLC

As a leader you need skills to motivate your team and move your department forward. You may be grappling with ways to deal with the ongoing staffing crisis impacting your OR. What can you do to improve your management skills to build a loyal and resilient team? Attend this opening keynote session to boost your leadership skills, communicate your vision and build a culture of trust.

Learning Objectives:
  • Describe where you and your team are on the change curve.
  • Discuss ways to achieve employee satisfaction on different organizational levels.
  • Describe how to increase staff engagement through cultural competency.
9:00 am - 9:45 am
Room: Grand Ballroom

Network and learn from exhibitors about the latest technologies and tools to help you in your business.


9:45 am - 10:45 am
Room: Grand Ballroom
General Sessions, Staffing, Strategy, Finance, Data Analytics, Outpatient
Moderator — Tarsilla Moura, Senior Editor, OR Manager
Cindy Cannon, Executive Director, Finance, Massachusetts General Hospital
Mary Anne Douglas, MSN, RN RN, MS, CNOR, Surgical Operations Nurse Executive Director, Intermountain Healthcare
Dr. Jessica Gruendler, Sr. Director of Nursing, Perioperative Services, Dignity Health

Looking for ways to maximize revenue and improve the bottom line? The cost of surgical services hinges on highly efficient processes, information management and tracking performance metrics. In today’s cash constrained environment, how do you manage growth when your hospital may be closing down beds and you don’t have enough staff? What are some creative ways to improve operations, reduce costs and increase profit margins? 


Hear from a diverse group of panelists on where they see profitability decreasing and how to fix it.


 Topics include:

·   Surgical service line growth

·   Reimbursement for surgery and for payors

·   Capitalizing on outpatient surgeries 

·   Joint venture partnerships

·   Purchasing and contract negotiations

·   Changing regulations and opportunities in the market

·   Incentive-based models

·   Leadership and staffing

11:00 am - 12:00 pm
Room: Grand Ballroom
Strategy, Finance, Performance Improvement, Operations, Quality, Breakout Sessions
Pamela Hunt BS, MSN, RN, NEA-BC, FAAN, Executive Advisory, Consultant and Associate Faculty - Kelly School of Business, Indiana University

Perioperative services are at, or near the top, of every organization’s list for the departments that have the most capital and contribute the most to the margin of the organization. This emphasizes the importance of having the knowledge, both financial and clinical, to make the right decision for the patient and the organization. This presentation will review financial planning concepts, break even analysis, how to write and present a proposal and connecting the business case to patient and workforce safety. After attending this presentation, the participant will have the knowledge to evaluate new services, processes, and products to improve patient care and the financial health of the organization. 

Learning Objectives:
  • Identify components necessary to calculate a return on investment for a new service or product line in the perioperative setting.
  • Articulate how providing quality care and creating cost avoidance can be demonstrated in a business case for patient safety.
  • Identify quality metrics that can improve patient care and the financial health of the organization.
11:00 am - 12:00 pm
Room: Harbor Ballroom
Strategy, Breakout Sessions, Operations, Performance Improvement, Staffing
Stephanie R. Landmesser, MSN, RN, CNOR, CCNS, Clinical Nurse Specialist, Thomas Jefferson University Hospital
Monica Young, Vice President Perioperative Services, Thomas Jefferson University Hospital

The "great resignation" has had a profound impact on the ability to effectively manage an operating room. Hospitals have lost millions of dollars on pandemic expenses and are forced to absorb the cost of traveler nurses and staff incentives. Now, more than ever, operating room efficiency is critical. Reduction of turnover time is an opportunity for cost savings. Learn how saving just 5 minutes a case can net you hundreds of thousands a year in your OR.

Learning Objectives:
  • Discuss the financial impact of OR inefficiency.
  • Identify critical timestamps for room turnover in the OR.
  • Describe how to create delay reports to generate actionable data.

Take-home tool: Template with critical timestamps to be captured for room turnover. Handout of analytics tool with adjustable goal setting.

James Burdette, Director of Perioperative Business Operations, UCHealth
Briana Houghton, MHA, BSN, BSBA, CNOR, Perioperative Business Operations Manager, UCHealth
Jenessa McElrath, Product Implementation Specialist, LeanTaaS
Sponsored by:
   

Enjoy this lunch and learn with LeanTaaS and UCHealth. Hear from the Director of Perioperative Business Operations to gain insight on how improving case length accuracy increased patient satisfaction and reduced staff overtime. By leveraging both technology and perioperative partners, the UCHealth team utilized Lean principles to create, implement and scale a revolutionary way to optimize allotted case time scheduling within the region’s hospitals. 

Learning Objectives:
  • Explain the benefits of developing meaningful technology partnerships to enhance current EHR capabilities.
  • Describe how to establish effective, scalable policies across multiple locations and teams.
  • Discover how one facility continuously optimizes processes in tandem with internal and external stakeholders.
1:15 pm - 2:15 pm
Room: Grand Ballroom
Networking Events

Enjoy desserts with exhibitors while networking with your peers.

2:15 pm - 3:15 pm
Room: Grand Ballroom
Performance Improvement, Breakout Sessions, Strategy
Michelle Larson, D.N.P., R.N., N.E.-B.C., Nurse Administrator, Mayo Clinic
Jeff Robinson, MSN, RN, NE-BC, OR Nurse Manager, Mayo Clinic

Sustainable growth models for designing operating rooms and integrating technology into outdated suites is imperative for organizations to innovate, recruit, and grow.


Population growth, expanding surgical practices, and advances in surgical technology have led to increased demand for capacity within operating rooms forcing organizations to think differently about their surgical suites.


Hospitals are now faced with the question of how to design the OR of the future in a forward-thinking manner for use today.

Learning Objectives:
  • Plan an OR redesign to increase volume for future cases.
  • Learn how to engage stakeholders in the design process.
  • Demonstrate the opportunities for surgical services growth and explain the ROI.

Take-home tool: Step-by-step plan on how to design operating rooms for the future with the ability to repeat the design process.

2:15 pm - 3:15 pm
Room: Harbor Ballroom
Breakout Sessions, Supply Management, Finance, Strategy
Dusty Clegg, MSN, RN, Operations Officer, Surgical Operations, Intermountain Healthcare
Larissa Jimerson, RN, BSN, Clinical Operations Manager, Intermountain Healthcare
John Sturzenegger, Continuous Improvement Manager, Supply Chain, Intermountain Healthcare

This session will help OR business managers understand how to identify and decrease hidden costs for inventory supplies when changing vendors and taking on new contractual agreements. Learn how to avoid massive financial loss due to inventory write-offs when transitioning to a new vendor. A new operational model using team synergy can be applied to save millions. Learn how to structure and implement an inventory reallocation plan at your health system. 

Learning Objectives:
  • Chart your inventory usage rates and develop a cost savings strategy.
  • Create an inventory reallocation plan to move product from low usage to high usage facilities.
  • Learn how to use data to drive decision-making of where to reallocate inventory.

Take-home tool: Operational model using team synergy, a new approach to save millions of dollars.

3:15 pm - 4:00 pm
Room: Grand Ballroom
Networking Events

Network and learn from exhibitors about the latest technologies and tools to help you in your business.


4:00 pm - 5:00 pm
Room: Grand Ballroom
Chris Hunt, Associate Vice President, Perioperative Services, MultiCare Health System

Many, if not all, operating room committees look at block allocation and utilization, but other than a few changes, most block schedules are static and legacy protected. So how do you really know if your block time is allocated properly? And what does properly really mean? Also, why is it that some services are always scrambling for additional time while others seem to coast along?


This session will explore ways to analyze budgeted minutes to allocated block minutes to actual minutes (with adjustment for after-hours and out-of-block cases) and explore the possibility that we may not be setting our surgeons and operating rooms up for success by using traditional block utilization and allocation methods while managing budgeting processes separately.

Learning Objectives:
  • Create a communications strategy to set your surgeons up for success.
  • Develop a strategy to improve service line allocation and increase OR utilization.
  • Discuss strategies for sharing the analysis.

Take-home tool: Excel spreadsheet template to help facilitate block discussions

4:00 pm - 5:00 pm
Room: Harbor Ballroom
Mrs. Kimberly Merritt, President and Principal Consultant, Merrittorious Services
Sponsored by:
   

OR Business Managers need the latest updates on new regulations and options for compliance. Attend this session to get a deep dive on how to prepare for your next Joint Commission visit.

Learning Objectives:
  • Explain the 10 key areas causing issues with quality and safety.
  • Learn the key hot spots surveyors will focus on.
  • Draft a plan to prepare for an audit.
5:00 pm - 6:30 pm
Room: Harbor Lawn
Networking Events

Connect with the perioperative business community and network with your peers at the welcome night reception!

Tuesday, February 7

7:00 am - 5:30 pm
Room: Grand Ballroom Foyer
Sponsored by:
   
7:45 am - 9:00 am
Room: Grand Ballroom
Rich Miller, Chief Innovation Officer, QGenda, LLC
Sponsored by:
   

The OR represents one of the most diverse and specialized care settings in healthcare. Surgeons, anesthesia providers, and the diverse and specialized members of the perioperative team must be precisely orchestrated to ensure high quality, predictable outcomes, while meeting escalating expectations around throughput and efficiency. Scheduling such a diverse group of care providers illustrates how important it is to have a coordinated picture of personnel across the workforce, as well as a detailed view of their individual credentials, training, experience, and capabilities.


All too often this complex workforce is managed with disparate, disconnected systems that require OR leadership to constantly scramble to assemble and adapt this team. The old way of managing the healthcare workforce needs to evolve. A new approach to centralized workforce management will ensure all employees are empowered to deliver quality patient care in an efficient, sustainable care environment.

Learning Objectives:
  • Identify lessons learned from the evolution of the EHR and how this history will inform the future of workforce management.
  • Learn how a centralized workforce management platform supports high performing, diverse teams.
  • Walk through real-world scenarios only possible when Provider Operations works with the HRIS and EHR systems.
9:00 am - 10:00 am
Room: Grand Ballroom

Network and learn from exhibitors about the latest technologies and tools to help you in your business.


10:00 am - 11:00 am
Room: Grand Ballroom
Andrew Martin, MSN, RN, CPHRM, Patient Safety Analyst / Consultant, ECRI Institute

The pressure to reduce inventory costs has created inflexible conditions across the global medical supply chain. Those responsible for healthcare supply inventory and the frontline providers who depend on them face new challenges. 


Where can we make up lost revenue with the supply chain crisis and managing back orders? What innovative solutions and cost savings strategies can we implement to shore up supplies and materials? How can smaller facilities compete and manage their inventory costs?

Learning Objectives:
  • Learn how to proactively prepare for a supply chain crisis.
  • Develop a checklist for vetting non-traditional suppliers.
  • Identify the warning signs to look for in supplier’s claims.

Take-home tool: A checklist tool for vetting non traditional suppliers, including the warning signs to look for with vendor claims and actions that can be taken to help managers navigate supply chain disruptions.

11:15 am - 12:15 pm
Room: Harbor Ballroom
Strategy, Breakout Sessions, Outpatient
Joan Dentler, MBA, Founder and President, Avanza Healthcare Strategies

What are the recent trends in ASC joint ventures? How do evaluate whether your ASC can remain independent or if you should consider a joint venture partner, management company partner, or acquisition by a health system?

Learning Objectives:
  • Learn about opportunities to make money in joint ventures.
  • Learn the processes to forming a joint venture partnership.
  • Understand the risks and rewards to entering a partnership.
11:15 am - 12:15 pm
Room: Grand Ballroom
Amanda Brown, MS, RN, PCNS-BC, CNS-CP, CNOR, Nurse Professional Development Specialist, Lutheran Medical Center, Intermountain Health
Deborah Hedrick, MA, BSN, RN, NEA-BC, Director, Perioperative Services, Lutheran Medical Center

The staffing shortage has created a world where increasing labor costs are eating up profits. How can an OR business manager cope with the extreme staffing shortage? Should you build support teams that are non-clinical to be multi-functional and create career ladders? How do you identify new roles on a team when you have staff resignations or relocations? What strategies can you implement to ensure your OR is 100% staffed and operating at maximum capacity? 

Learning Objectives:
  • Learn how to develop creative staffing models to maximize OR capacity.
  • Develop a schedule of options for on-call associates and understand how late you could run cases.
  • Learn how to maximize staffing without hurting the budget.
Lorie Herrman, MSN RN, NEA-BC, CPAN, Director of Surgical Services, Saint Luke's Health System
Anthony Moorman, Director of Perioperative Solution, Qventus
Sponsored by:
   

What’s holding you back from reaching peak OR efficiency? Did you know it’s surprisingly easy to achieve this with the right tools? 


Manual OR processes and first-generation analytics tools frequently prevent hospitals from achieving OR revenue and utilization goals due to their overly manual nature. Now, OR leaders are harnessing innovations in automation, behavioral science, and comprehensive real-world data to unleash the full potential of their surgical programs.


In this session, learn how Saint Luke’s Health System has rapidly transformed its OR scheduling processes with AI-based automation software. By providing their teams with these innovative tools, they have reduced workload while simultaneously increasing utilization and surgical case volumes, despite staffing challenges.

Learning Objectives:
  • Add two or more cases per OR per month.
  • Increase robotic case volume by 30% or more.
  • Automatically release unused blocks 30 days in advance.
1:30 pm - 2:30 pm
Room: Grand Ballroom
Networking Events

Enjoy desserts with exhibitors while networking with your peers.

2:30 pm - 3:30 pm
Room: Grand Ballroom
Sherry Rogers, Director of Robotics, Emory Healthcare

Today's ORs are filled with multiple robotic platforms, from surgical robotics with the daVinci system, to orthopedic robots with MAKO and Endoluminal robotic assisted bronchoscopy with ION. 


In this workshop, you will learn key elements to apply to each platform as you work towards a Top-Level Robotic Service Line. From dedicated support with a robotic coordinator, day-to-day operations to detailed and action-oriented tools and dashboards, you and your team will learn how to manage your program effectively. 


Utilizing data and building a comparative dashboard, you can easily analyze which platforms and approaches provide the best outcomes and maintain fiscal responsibility. Learn how standardization across service lines improves supply management, process improvement and improves quality outcomes. 

Learning Objectives:
  • Learn the tools and processes to managing a top-level robotics program.
  • Learn how to build an actionable comparative dashboard with good data in to get good data out.
  • Understand what cutting-edge technologies can be streamlined in a cost-effective way.

Take-home tool: Dashboard for effectively pulling data points and program development tools that can be updated to suit your institution.

2:30 pm - 3:30 pm
Room: Harbor Ballroom
Breakout Sessions, Strategy, Outpatient
Katherine Grichnik, MD, MS, FASE, Chief of Anesthesiology Services, Surgical Care Affiliates (SCA)

Limit your liability and protect your facility from poorly constructed contracts. Attend this session to learn the gainsharing rules and how to properly structure contracts with anesthesia providers.

Learning Objectives:
  • Learn how to develop an anesthesia contract.
  • Explain the financial risk posed to both the contractor and the ASC.
  • Learn how to properly vet the partnership before entering into an agreement.
3:45 pm - 4:45 pm
Room: Grand Ballroom
Sherry Rogers, Director of Robotics, Emory Healthcare

Today's ORs are filled with multiple robotic platforms, from surgical robotics with the daVinci system, to orthopedic robots with MAKO and Endoluminal robotic assisted bronchoscopy with ION. 


In this workshop, you will learn key elements to apply to each platform as you work towards a Top-Level Robotic Service Line. From dedicated support with a robotic coordinator, day-to-day operations to detailed and action-oriented tools and dashboards, you and your team will learn how to manage your program effectively. 


Utilizing data and building a comparative dashboard, you can easily analyze which platforms and approaches provide the best outcomes and maintain fiscal responsibility. Learn how standardization across service lines improves supply management, process improvement and improves quality outcomes. 

Learning Objectives:
  • Learn the tools and processes to managing a top-level robotics program.
  • Learn how to build an actionable comparative dashboard with good data in to get good data out.
  • Understand what cutting-edge technologies can be streamlined in a cost-effective way.

Take-home tool: Dashboard for effectively pulling data points and program development tools that can be updated to suit your institution.

3:45 pm - 4:45 pm
Room: Harbor Ballroom
Breakout Sessions, Strategy, Operations, Performance Improvement, Outpatient
I. Naya Kehayes, Principal, ECG Management Consultants

With healthcare demand rising, and key factors in the current environment that are directing patients to outpatient sites of service, leaders are tasked with growing service lines, optimizing opportunity and providing access to lower cost alternatives for surgical services. Understanding key factors that are impacting surgery migration to ASCs and having an effective plan for the next five years requires a structured and strategic approach. The patient experience, quality, financial and business considerations are critical to success. How do you capitalize on outpatient surgeries while providing a better patient experience? What are the strategic, business and financial implications? 

Learning Objectives:
  • Evaluate the current state, market conditions and payer environment to gain insights on the risk and opportunities with migration of surgery to ASCs.
  • Develop a plan to optimize opportunity to shift cases to the right site of service, increase access to new case volume, align with physicians and enhance OR utilization and capacity.
  • Assemble the right stakeholders to evaluate business and strategic considerations to optimize an ASC plan.

Take-home tool: ASC covered procedure list and 2023 ASC vs HOPD Medicare rates.

Enjoy this offsite networking activity at the Moon River Brewing Company and Savannah Haunted Pub Tour!

*Additional fee applies

Wednesday, February 8

7:30 am - 12:00 pm
Room: Grand Ballroom Foyer
Sponsored by:
   
8:15 am - 9:30 am
Room: Grand Ballroom
John Bring, BSN, RN, Director of Nursing - Executive Nurse, OrthoNebraska
Abby Thomas, Perioperative Solutions Manager, LeanTaaS
Sponsored by:
   

The ability to optimize capacity, satisfy staff, meet revenue demands, and progress toward higher operational maturity is every perioperative leader's dream. But in reality, working to balance the competing needs of surgeons and staff while also trying to maximize OR utilization using ill-fit technology is typically an ongoing and uphill battle. When time is one of the most precious resources to protect, what strategies and approaches deliver speed to value and equally elevate surgeon and staff experience? 

 

In this session, we will discuss how dynamic block management principles provide the necessary building blocks to achieve peak perioperative performance. Hear from industry leaders at OrthoNebraska about how they partnered to enhance operational intelligence and seamlessly implement real-time, event-driven workflows to transform daily operations and empower perioperative business leaders at this leading specialty hospital.

 

Learning Objectives:
  • How the introduction of software launched a more sophisticated degree of coordination virtually overnight.
  • Essential qualities of process orchestration to create and maintain engagement.
  • Review examples of how a leading hospital has applied these practices and the benefits they have seen.
9:45 am - 10:45 am
Room: Harbor Ballroom
Breakout Sessions, Performance Improvement, Strategy, Operations
Natalie Bright, MBA, MSN, RN, CNOR, Department Administrator for Enterprise Surgical Operations, Cleveland Clinic
Teri Masters, Project Manager Enterprise Surgical Operations, Cleveland Clinic
Wendy Simmons, MSN, RN, Director of Ambulatory Surgical Nursing, Cleveland Clinic

Surgical Centers of Excellence (COE) have been around for many years and continue to be an alluring strategic initiative to foster growth. At peak performance, the COE offers highly specialized care that is efficient and comprehensive. Caregivers working at these centers excel in their areas of expertise as they consistently perform the same types of procedures on a routine basis.


This session will help OR business managers determine if consolidation is an option to achieving peak performance to minimize costs and maximize profits.

Learning Objectives:
  • Understand best practices for surgical service line consolidation.
  • Describe the project planning tools used to plan and track the work.
  • Describe how to achieve results on time and within budget.

Take-home tool: Service Line Relocation Toolkit
• Service line relocation checklist
• Gantt chart template
• Equipment and instrument checklist

9:45 am - 10:45 am
Room: Grand Ballroom
Breakout Sessions, Operations, Performance Improvement
Megan Eubanks, MBA, Senior Director of Business Operations, Perioperative and Procedural Services, The University of Kansas Hospital

Inaccuracies in preference cards contributed to late starts, increased turnover times, increased patient wait time, decreased staff satisfaction and negative impacts on overall surgical throughput. Learn how to clean up and better manage your preference cards to ensure your OR is operating at peak capacity. 


Take-home tool:

Preference card maintenance and clean up project plan. A checklist to evaluate preference card complexities and steps to take towards simplification and effective standardization.


Learning objectives:

  • Learn the processes to effectively managing your preference cards.
  • Understand the cost benefit analysis by simplifying your preference card system.
  • Develop tools to effectively standardization your preference cards.
11:00 am - 12:00 pm
Room: Grand Ballroom
General Sessions, Strategy, Operations, Performance Improvement, Finance
Noreen Hudson, MSN, RN, Associate Director, Berkeley Research Group
Bill Orrell, MBA, MSN, RN, Managing Director, Berkeley Research Group

As an OR Business Manager you are faced with daily challenges of managing the business of the surgical suite in a world with severe staffing shortages, ballooning costs and constrained hospital capacity. Fast-forward three years since the start of the Covid-19 pandemic and you may be left with more questions than answers. Looking into your crystal ball and preparing for the future, how can you develop a process improvement plan to move your health system forward? Attend this closing session and walk away with 5 action tools you can implement at your facility to boost your profits and protect your bottom line.